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Roy Kilner
1,157,523,312
English cricketer
[ "1890 births", "1928 deaths", "British Army personnel of World War I", "C. I. Thornton's XI cricketers", "Cricketers from South Yorkshire", "Deaths from typhoid fever", "England Test cricketers", "English cricketers", "English cricketers of 1919 to 1945", "Europeans and Parsees cricketers", "Europeans cricketers", "Marylebone Cricket Club Australian Touring Team cricketers", "Marylebone Cricket Club cricketers", "North v South cricketers", "People from Wombwell", "Players cricketers", "West Yorkshire Regiment soldiers", "Wisden Cricketers of the Year", "Yorkshire cricketers" ]
Roy Kilner (17 October 1890 – 5 April 1928) was an English professional cricketer who played nine Test matches for England between 1924 and 1926. An all-rounder, he played for Yorkshire County Cricket Club between 1911 and 1927. In all first-class matches, he scored 14,707 runs at an average of 30.01 and took 1,003 wickets at an average of 18.45. Kilner scored 1,000 runs in a season ten times and took 100 wickets in a season five times. On four occasions, he completed the double: scoring 1,000 runs and taking 100 wickets in the same season, recognised as a sign of a quality all-rounder. Kilner first played for Yorkshire as a batsman before the First World War, establishing a regular place in the side. After being wounded in the war, he returned in 1919 to a Yorkshire side which was short of bowlers. As a result, Kilner began to practise his bowling to the point where he became highly regarded as a slow left-arm bowler. His aggressive batting and warm personality made him a popular player with both cricketers and spectators. His form brought selection by England in 1924 and a visit to Australia for the Ashes tour of 1924–25. Although the second most successful bowler of the tour, his bowling subsequently declined in effectiveness, and did not trouble batsmen on good pitches. He was selected during the 1926 Ashes but dropped for the final Test. Kilner went on several coaching trips to India during English winters, and on one of these, in 1928, he contracted an illness; on his return to England, he died aged 37. His funeral was attended by over 100,000 people and there was widespread sadness at his death. ## Early life Kilner was born on 17 October 1890 in Wombwell, Barnsley, Yorkshire, England, the second son and one of eleven children of Seth Kilner and Mary Alice Washington. His brother Norman also played cricket, representing Yorkshire and Warwickshire. The Kilners attended Wombwell Parish Church and the boys were members of the Church Lads' Brigade. His father and his uncle, Irving Washington, the former Yorkshire player, encouraged him to play cricket from an early age. He showed enough ability to join the local colliery team, Mitchell Main. At the age of 14 in 1904, Kilner reached the Mitchell Main first team. Although selected regularly from 1905, Kilner was not particularly successful with the bat. He displayed aggression but often attempted difficult shots and consequently lost his wicket. His bowling was more effective but used infrequently. By 1909 his batting improved; he scored his first century for the team and began to make consistently good scores, attracting the attention of Yorkshire. ## First years at Yorkshire ### Debut for Yorkshire After scoring a second century for Mitchell Main at the start of the 1910 season, Kilner was chosen to play for Yorkshire Second XI. In his first season, he took three wickets and had a batting average of 12.50 but continued to do well for Mitchell Main. For 1911, Yorkshire sent Kilner to play for Harrogate Cricket Club which provided a higher standard of cricket than Mitchell Main: the county had a system whereby promising young players were sent to gain experience in competitive matches for local clubs. Kilner began to record good batting and bowling performances. Although his form for Yorkshire Second XI was more inconsistent, he made his first-class debut for Yorkshire that season against Somerset in the County Championship. He scored 0 and 14 and did not bowl. In a further six matches for Yorkshire in 1911, his highest innings was 18 runs, his average with the bat was just 6.66 in ten innings and he did not take any wickets. For Harrogate, he was more successful, with 519 runs and 28 wickets. ### Yorkshire regular Kilner made a good start to 1912 for Yorkshire Second XI, scoring centuries in two consecutive games; in the second he also took twelve wickets for 75 runs. These performances, coupled with continued good form for Harrogate, led to Kilner's recall to the Yorkshire first team in June. He replaced the injured all-rounder George Hirst for a match against Nottinghamshire. On the first morning, Kilner was used as the sixth bowler and proved successful; he finished with four wickets for 66 runs. Although failing to score in the first innings, he came in to bat in the second innings with Yorkshire 133 for four, needing 249 for victory. He shared a partnership of 113 for the fifth wicket and scored 83 not out to take Yorkshire to a five wicket win. This performance kept Kilner in the team for the remainder of the season, even after Hirst's return. He played 23 times for Yorkshire. He scored 570 runs at an average of 22.80 and took 16 wickets at an average of 22.12, figures regarded as respectable for a first full season. Yorkshire won the County Championship that season. Apart from one game in the 1913 season, he ceased playing for Harrogate. In his years there, he scored 967 runs, averaging 38.68, and took 71 wickets at an average of less than ten runs per wicket. In the 1913 season, Kilner scored 1,586 runs at an average of 34.47, which remained his highest seasonal aggregate of runs and placed him third in the Yorkshire batting averages. He also took 18 wickets at 25.22. At the end of May and beginning of June, Kilner took part in century partnerships in four consecutive matches, culminating in his maiden first-class century against Leicestershire. During his innings of 104, he hit 18 fours and shared a partnership of 184 in under two hours with his close friend Major Booth, rescuing Yorkshire from 58 for five and taking the score to 300. Throughout the season, he played several valuable innings when Yorkshire were under pressure. His batting was always adventurous and attacking although he often made uncertain starts to his innings and showed impatience. The strength and variety of the Yorkshire bowling attack meant his left-arm spin was not often required. Even so, Yorkshire dropped to second in the Championship. An illness during the winter of 1913–14 took its toll on Kilner at the start of the 1914 season. He passed 1,000 runs for the second time but due to his uncertain form, his aggregate of runs and his average both fell. He scored 1,329 runs (average 30.90), placing him fourth in the Yorkshire batting averages. His bowling was rarely used and he took just one wicket. Kilner scored his second first-class century against Gloucestershire late in the season; he made 169 in nearly three and a half hours, hitting 28 fours. Yorkshire fell to fourth in the championship. ## First World War The United Kingdom declared war on Germany on 4 August 1914, while Kilner was playing in that season's Roses Match at Old Trafford. Initially the government requested that cricket should continue, though several cricketers with military obligations, including Yorkshire's captain, Sir Archibald White, were called up immediately. As the fighting started, and casualties began to mount, public opinion turned against the continuation of the season, and Yorkshire's match against Sussex at Hove, which concluded on 1 September, was the last County Championship match until 1919. The newspaper Cricket reported "The men's hearts were barely in the game, and the match was given up as a draw at tea." With the suspension of the championship, Kilner and Major Booth enlisted in the army together, joining the Leeds and Bradford "Pals" in the West Yorkshire Regiment. Kilner trained as a mechanic before being stationed at Colsterdale in North Yorkshire as a corporal. While on leave in November 1914, Kilner married Annie Campbelljohn—the daughter of James Campbelljohn, an engineer—at Wombwell Parish Church; Booth served as best man. During the war, Annie gave birth to the couple's first child, Roy junior. Kilner was posted with his battalion to Egypt but was forced home with an injury. When he recovered, he was sent to the Western Front in France. During the Battle of the Somme, he was wounded shortly before his battalion engaged in the fighting, receiving a shrapnel wound in the wrist; later in the same action, Booth was killed. Kilner recovered in a military hospital near Blackpool before being assigned to Preston Garrison as a mechanic. Kilner suffered a second loss when his brother Bernard was killed at Ypres in 1917. Having previously played football for Mitchell Main in the winter of 1912–13, Kilner played as a right-back for Preston North End F.C. while posted to Preston during the war. The team won promotion from the Second Division in 1915, and took their place in the First Division when league football resumed in 1919. Sometimes playing under the name of Smith to avoid detection (although it is not certain why he did so), Kilner's first certain appearance for the team was in September 1918. It is unclear how often he represented the club. ## First-class career after the war ### From batsman to bowler When cricket resumed after the war in 1919, County Championship matches were reduced from three days to two in a one-season experiment. Following the deaths of Booth in the war and Alonzo Drake from illness, as well as the decline in the bowling of the aging George Hirst, Yorkshire lacked an effective attack. Subsequently, Kilner was asked to deliver more overs, although not to the extent of a main bowler. He took 45 wickets, more than his entire first-class wicket aggregate before the war, at an average of 18.12. This placed him third in the Yorkshire averages. With the bat he scored three centuries and reached 1,135 runs at 29.10. His performances earned him a place in the Gentlemen v Players match at the end of season during the Scarborough Festival, although he neither took a wicket nor scored. Kilner's brother Norman also played for Yorkshire in 1919, although he was ultimately unable to secure a permanent place in the team. Kilner began the 1920 season with an innings of 206 not out in his first match, against Derbyshire, and the effort remained the highest score of his career. He batted for four hours, hitting 24 fours and two sixes. He could have been caught when he had scored around fifty, but a local newspaper described the innings as brilliant, his driving and pulling being particularly effective. Kilner appeared in one representative match: at the end-of-season Scarborough Festival, he played for CI Thornton's XI against the Marylebone Cricket Club (MCC) side which visited Australia in the winter—at the time, the MCC administered English cricket, and the England team toured under its name. In total, he scored 1,316 runs at an average of 37.09 with two more centuries, placing him second in the Yorkshire averages. With the ball, he took 27 wickets but his average of 25.33 was relatively high. The county finished fourth in the Championship as Middlesex were crowned winners. Critics believed Kilner should have bowled more frequently, an opinion shared by Wilfred Rhodes, Yorkshire's main slow left-arm spinner. Conscious of his increasing age, the 42-year-old Rhodes wanted support with the bowling workload; he considered Kilner the best option and encouraged him to improve his left-arm spin. Consequently, during the winter, Kilner practised bowling in the yard of the Wombwell hotel where his father was landlord. Around the same time he celebrated the birth of his second son, named Major after Major Booth. Kilner's bowling had greater success in 1921, helping Yorkshire to rise to third in the Championship. Used more regularly, he took 61 wickets (average 18.80), including his first five-wicket hauls in an innings, against Warwickshire and Nottinghamshire. He scored 1,137 runs at an average of 27.73. He made centuries in the two matches against Northamptonshire, sharing big partnerships in both games: 276 with Rhodes in the first and 299 with Percy Holmes in the second. His overall performance left him sixth in the Yorkshire batting averages, and fourth in the bowling averages. Through the winter, he continued to develop his bowling. ### Established all-rounder By 1922, Kilner's bowling had improved to the point where he passed 100 wickets in the season for the first time, taking 122 at an average of 14.72, helping Yorkshire to win the County Championship. Wisden recognised this was the first season when he was a front-line bowler, "[leaving] his previous form far behind." In the first five games of the campaign, he took 21 wickets for 142 runs. In the match against Essex, he claimed ten wickets in a match for the first time, taking eleven for 51 runs. Against Hampshire, he took ten wickets for 90 runs, including six for 13 in the second innings as Hampshire were bowled out for 44. At the same time, he maintained his batting form, having a similar record to the previous season. He scored 1,198 runs at 27.22 and scored two centuries. This meant he completed the double—regarded as the sign of a quality all-round cricketer—for the first time. Kilner was fifth in the Yorkshire batting averages and fourth in the bowling averages. At the end of the season, he was again selected for CI Thornton's XI, as well as in two games at Eastbourne. Over the English winter, Kilner accepted a job coaching for the Maharaja of Patiala in India. He played in several first-class matches, and enjoyed himself enough to return the following winter. Statistically, Kilner's peak as a bowler came in the 1923 season, when he took 158 wickets at an average of 12.90 and finished second in the Yorkshire averages. With the bat, he failed to score a hundred for the first time since 1912, but still made 1,401 runs at 34.17 and including nine scores over fifty. This placed him third in the Yorkshire batting averages, his contributions helping his team to retain the County Championship. He made a very effective start to the season, taking 27 wickets in the first four matches for just 157 runs, including the best figures of his career, eight for 26 against Glamorgan, and six for 14 against Middlesex. Later that season against Surrey, he performed what was regarded by Wisden as one of his best bowling feats. Surrey needed 184 runs to win and seemed certain winners when they had scored 127 for two. After Emmott Robinson took a wicket, Kilner took the last five for only 15 runs in a match-winning performance. He finished with bowling figures of six for 22 and took ten wickets in the match. He had been under the impression that Surrey had only needed seven runs (rather than the 27 they required) to win at the end, and his teammates remembered he was pale with effort and concentration. In the same season, Kilner was picked for the Gentlemen v Players match at Lord's Cricket Ground, the most prestigious such fixture at the time, where he scored eight in his only innings and took three wickets. Wisden commented that he seemed certain to be picked for the England Test match side shortly (there were no Tests played that summer). He took a step towards this when he was selected for a Test trial match, scoring 26 and 11 not out, but only bowling 18 overs in the match to take two wickets. He also made another appearance for the Players, this time at Scarborough. His performances in the season earned him selection as one of Wisden's Bowlers of the Year. ## Test match career ### Test debut After another winter coaching in India and practising his bowling, Kilner took 145 first-class wickets at 13.28 during the 1924 English summer, placing him second in the national averages behind his teammate George Macaulay. His batting suffered a decline; he scored 731 runs at 20.88, the lowest aggregate of his career and his first sub-1,000 total since 1912. Kilner took 33 wickets in the first six matches of the season, and his form earned selection for a Test trial match. In this game, he took three for 49 in the first innings and a further wicket in the second but only scored 20 runs in two innings. After 19 wickets in his next three matches, including seven in the match against the South African touring side, he was awarded a place in the England team for the first Test. In his maiden Test, he scored 59 out of a large total, batting at number seven. South Africa were dismissed for 30 runs in the first innings before Kilner had an opportunity to bowl. In the second innings, he delivered 22 overs without taking a wicket and commentators were not impressed by his bowling. The selectors left Kilner out of the next two Tests, all-rounder J. W. Hearne taking his place, but he played in the Gentlemen v Players match at Lord's. He scored a rapid 113—his only century of the season—for the Players. By lunch on the last day, the Gentlemen had followed-on but were well placed to secure a draw with the score at 112 for three. Kilner settled the match by taking quick wickets and ending the innings with figures of six for 20 as the Players won by an innings. Kilner was recalled for Hearne in the fourth Test, but rain prevented all play after the first day. He bowled 12 wicketless overs, meaning he had not dismissed anyone in his first two Tests and he did not play in the last Test as Hearne returned. For Yorkshire, he had a more successful time, three times taking ten wickets in a match, including twelve for 55 in the final championship match of the season, which Yorkshire had to win to have a chance of winning the title. Yorkshire's opponents, Sussex, were bowled out twice for less than 100, and when other results went Yorkshire's way, the club were crowned champions for the third successive year. Kilner was chosen for the Players again in an end of season match at Scarborough. Although his poor batting meant his form as an all-rounder was disappointing, he had a very good season as a bowler. Nevertheless, his selection to tour Australia that winter with the MCC team surprised commentators. ### Tour of Australia Playing for MCC under the captaincy of Arthur Gilligan, Kilner made 103 against Western Australia on his maiden first-class appearance in Australia. He continued to show good all-round form in the less important, non first-class matches, but in first-class matches leading up to the Tests he was less successful. Kilner passed fifty runs just once after his century and with the ball took one wicket in 81 overs during seven innings. He did not play in the first two Test matches, both of which were lost by England, but was selected for the third when the selectors altered the bowling attack. During the match, a series of injuries to colleagues left Kilner with a heavy workload. Australia batted first and scored 489, a total which looked unlikely when they lost three wickets for 22 and later six wickets for 119. England's pace bowlers, Gilligan and Maurice Tate, had to leave the field injured, allowing Australia to recover; later the spinner Tich Freeman hurt his wrist and could not bowl. The only fit front-line bowlers remaining were Kilner and Frank Woolley. England fielded for nearly nine hours, and Kilner bowled 56 eight-ball overs to take four for 127, his first wicket in Test matches being Arthur Richardson. Given the injuries, Gilligan later said Kilner gave "a truly great performance". England could not match Australia's total, scoring only 365, but when the hosts batted again, rain fell and affected the pitch, making it responsive to spin bowling. Australia lost their last seven wickets for 39 runs in an hour and Kilner took four for 14 in his final spell of bowling to end with four for 51. Needing 375 to win, Kilner scored 24 but England fell just short to lose by 11 runs. Consequently, Australia took an unbeatable 3–0 series lead. Between the third and fourth matches in the series, Kilner recorded good bowling performances, with five for 35 against Tasmania and match figures of ten for 66 against Victoria, and kept his place for the final two Tests. In the fourth Test, which England won comfortably, Kilner scored 79, his highest Test score, adding 133 with Dodger Whysall, the largest partnership of the match. When Australia batted, Kilner took five wickets in the match and stood out as one of the best bowlers. In the final Test, Kilner took four for 97 in Australia's first innings, but could not prevent the home team's fourth victory of the series. Kilner finished the series with 129 runs and averaged 29.80, batting mainly at number eight in the order, and Wisden noted he scored runs when they were needed. In the Tests, he captured 17 wickets at an average of 23.47. Wisden noted that no-one but Kilner could take wickets to support Tate, the most successful bowler. Apart from these two, no other bowler could manage more than 11 wickets and the other main bowlers averaged around 50. In all first-class matches, Kilner scored 488 runs at 24.88 and took 40 wickets at 25.17. ## Final seasons ### Decline as a bowler During 1925, Kilner was awarded a benefit match and had an improved batting record for the season but critics began to notice a decline in his bowling. He was effective on pitches which favoured spin bowlers, but not on the flatter pitches prevalent in the dry summer of 1925. Cricket journals, such as The Cricketer, criticised his tendency to bowl leg theory—a tactic regarded as negative and overly defensive—when confronted with batting-friendly conditions. He took 131 wickets at 17.92, finishing second in the Yorkshire averages and helping his team to their fourth successive County Championship. He scored 1,068 runs at an average of 30.51 with two centuries. This gave him the third double of his career. Kilner's popularity with the crowds peaked in 1925, when over three days, 71,000 people attended his benefit match against Middlesex. It raised £4,106 (the equivalent of around £175,000 in 2008), to set a new record for benefit proceeds. There were no Test matches in 1925, but Kilner was once again selected for the Gentlemen v Players match at Lord's, scoring 59 in his only innings and taking five wickets in the match, as well as some end of season matches for the MCC's team from the previous winter. In the winter of 1925–26, Kilner was selected for the MCC tour of the West Indies, during which no Test matches were played. It was not personally successful for him and he recorded few effective performances. He scored 249 runs in first-class matches at 22.63, with just one score over fifty, and took 34 wickets at 29.50. Yorkshire's run of success ended in 1926 as fierce rivals Lancashire relegated them into second place. Kilner had some successful matches in the season and achieved at a consistent level, but his performance showed signs of deteriorating. He scored 1,187 runs at 37.09, the highest seasonal average of his career. He completed the double for the fourth and final time by taking 107 wickets, but his bowling average of 22.52 was his worst since 1920, before he became a regular bowler. He finished sixth in the Yorkshire batting and third in the bowling averages. He played for the Players for the final time at Lord's, scoring 72, but failed to take a wicket. His final first-class century came against Middlesex, when he compiled 150 out of a total of 415, dominating the scoring while he was at the crease. During the summer's Ashes series, he was selected for the first four Tests. He only batted twice with a highest score of 36. With the ball, he took seven wickets at 39.42, but the editor of Wisden criticised much of the English bowling; he described Kilner's only notable achievement as quickly ending Australia's innings in the second Test at Lord's. For the final Test, Kilner was dropped in favour of 48-year-old Wilfred Rhodes. According to the chairman of selectors, Pelham Warner, Rhodes was recalled because of the lack of an effective alternative left-arm spinner. Rhodes had a successful match and England defeated Australia to win the Ashes for the first time since 1912, but Kilner had played his last Test. In nine Tests, he scored 233 runs at an average of 33.28 and took 24 wickets at 30.58. Over the winter of 1926–27, Kilner declined an invitation to tour India by the MCC. The 1927 season, which proved to be Kilner's last, was his least effective for several years and a disappointing summer for Yorkshire. The county fell to third in the Championship behind Lancashire and Nottinghamshire. He failed to achieve a century, scoring 1,004 runs (average 33.46), and did not reach 100 wickets for the first time since 1921, taking just 86 wickets at an average of 23.68. Wisden said his bowling had lost its effectiveness and was no longer dangerous even when the pitch was helpful to spinners. In the Yorkshire averages, he finished fifth in both batting and bowling. In Kilner's final County Championship match, he scored 91 not out and took eight wickets, including five for 21 in the second innings, helping Yorkshire to a nine wicket victory. In his final first-class match, for Yorkshire against MCC, Kilner scored an unbeaten 51 to guide Yorkshire to an eight wicket win. He ended his first-class career with 14,707 runs at an average of 30.01 and 1,003 wickets at an average of 18.45. ### Death The Maharaja of Patiala again invited Kilner to play and coach in India in the winter of 1927–28. Kilner's sister Mollie later said he was very reluctant to take up the invitation and hesitated before accepting. The trip started badly when Kilner's uncle, Irving Washington, died the day after he departed, and several of Kilner's actions suggest this triggered some form of depression. Even so, Kilner recorded several large scores, including an unbeaten 283 in one (non first-class) match. Near the end of trip, he began to suffer from a fever. His Yorkshire teammates, Arthur Dolphin and Maurice Leyland, who were also in India, believed he became unwell after eating oysters, but it is not certain how or when Kilner became ill. He began to have shivering attacks and perspiration while travelling from Marseilles on the way home. It was obvious he was seriously ill when he arrived in Southampton; a cricketing engagement was cancelled and he was confined to bed. He refused treatment in Southampton, wishing to return to his family, and asking for his wife. Arriving in Wombwell on 27 March 1928, he was examined by his doctor and taken home. Subsequently, his condition deteriorated and he was taken to Kendray Fever Hospital, near Barnsley. Although it was thought he had passed the worst, his condition became critical in the first few days of April. On 5 April 1928, Kilner died from enteric fever in the presence of his wife. The town of Wombwell expressed enormous sympathy and tributes came from around the world. When Kilner's funeral took place on 10 April, the streets were packed with mourners. Many came from outside the town, and according to contemporary estimates 100,000 people were present to pay tribute to Kilner; there may have been more. Over a thousand people were at the cemetery for the burial, and Yorkshire cricketers carried the coffin. Two years later, the Australian team which toured England in 1930 visited Kilner's grave in Wombwell to lay a wreath. The rector at the funeral said in his tribute: "A Yorkshire wicket has fallen and one of Yorkshire's best men is out; and we lament his loss; not merely because it is the loss of a great cricketer, but because it is the loss of such a cricketer as Roy Kilner was." ## Style and personality Kilner first came into the Yorkshire side as a batsman. He was considered a good, reliable batsman when he began, although his style was regarded by Yorkshire critics as unorthodox to the point where they disapproved of some of his unusual, eccentric shots. For Yorkshire, he appeared high in the order, but batted between number seven and number nine for England. If the circumstances of the game demanded it, he was able to play slowly and defensively and restrain his naturally aggressive style. He was particularly effective while playing the drive and pull shot. For most of his career, his effectiveness as a batsman was not compromised by his improvement and increasing workload as a bowler. In terms of bowling, Kilner was an effective performer on rain affected pitches. His accuracy also enabled him to bowl on good pitches without the batsmen being able to score too many runs. In 1923, journalist Alfred Pullin said Kilner spun the ball more than any other English bowler. He noted, as did Wisden, how Kilner often bowled over the wicket, meaning he bowled from the right hand side of the wickets, unusual for a left-arm spinner in this period. This established a contrast with his fellow left-arm spinner, Wilfred Rhodes, and increased their effectiveness. Furthermore, it allowed him to surprise batsmen with a different delivery, such as one which did not turn. Kilner's Wisden portrait also credited him with the gift of imagination, describing how he always tried to think of new ways to beat and dismiss batsmen. He would experiment with his bowling, for example altering his pace slightly, if conditions were unfavourable towards bowlers. Kilner delivered left-arm wrist spin at times, constantly practising it in the cricket nets. His brother Norman believed Roy was the person who coined the term "chinaman" to describe such a style, although other players have also claimed to originate the phrase. At a time when the Yorkshire team was successful but exhibited a grim and determined attitude, Kilner was very popular with spectators. They liked him for his cheerfulness and desire to entertain, an attitude not shared by all of his teammates. He had many friends in the game at a time when Yorkshire were not always welcome in other counties due to their on-field attitude. When he was chosen as a Bowler of the Year in 1924, Wisden remarked that he was devoted to the game, possessed a cheery temperament and stood out among players for his personality, while his obituary described him as modest and generous. His Times obituary described him as "not only a notable exponent of the game, but a man of rare charm. Few modern professionals commanded such a measure of esteem and kindly regard from his own immediate colleagues and his opponents in the cricket field as did Roy Kilner". Kilner was a favourite of cricket writer Neville Cardus, who attributed several sayings to him in his prose. For example, Cardus described Kilner as saying about Yorkshire and Lancashire matches at the time: "What we want is no umpires and fair cheating all round", and "We say good morning and after that all we say is 'Howzat?'" Also, when asked about contemporary problems in the game, in particular the negative attitude of some teams, he replied the game was fine, it was "t'crowd that wants educating up to it."
275,536
Rebecca Clarke (composer)
1,173,874,498
English composer and violist (1886–1979)
[ "1886 births", "1979 deaths", "20th-century English composers", "20th-century English women musicians", "20th-century classical composers", "20th-century violists", "20th-century women composers", "Alumni of the Royal Academy of Music", "Alumni of the Royal College of Music", "British emigrants to the United States", "British women classical composers", "British women violists", "Composers for viola", "English classical composers", "English classical violists", "English people with disabilities", "Musicians from Harrow, London", "People with mood disorders", "Pupils of Charles Villiers Stanford" ]
Rebecca Helferich Clarke (27 August 1886 – 13 October 1979) was a British-American classical composer and violist. Internationally renowned as a viola virtuoso, she also became one of the first female professional orchestral players in London.[^1] Rebecca Clarke claimed both British and American nationalities and spent substantial periods of her life in the United States, where she permanently settled after World War II. She was born in Harrow and studied at the Royal Academy of Music and Royal College of Music in London. Stranded in the United States at the outbreak of World War II, she married composer and pianist James Friskin in 1944. Clarke died at her home in New York at the age of 93. Although Clarke's output was not large, her work was recognised for its compositional skill and artistic power. Some of her works have yet to be published (and many were only recently published); those that were published in her lifetime were largely forgotten after she stopped composing. Scholarship and interest in her compositions revived in 1976. The Rebecca Clarke Society was established in 2000 to promote the study and performance of her music. ## Early life Clarke was born in Harrow, England, to Joseph Thacher Clarke, an American, and his German wife, Agnes Paulina Marie Amalie Helferich. Her father was interested in music, and Clarke started on violin after sitting in on lessons that were being given to her brother, Hans Thacher Clarke, who was 15 months her junior. She began her studies at the Royal Academy of Music in 1903, but was withdrawn by her father in 1905 after her harmony teacher Percy Hilder Miles proposed to her. Miles later left his Stradivarius violin to Clarke in his will. She made the first of many visits to the United States shortly after leaving the Royal Academy. She then attended the Royal College of Music, becoming one of Sir Charles Villiers Stanford's few female composition students. Her substantial Theme and Variations for piano dates from this period. At Stanford's urging she shifted her focus from the violin to the viola, just as the latter was coming to be seen as a legitimate solo instrument. She studied with Lionel Tertis, who was considered by some the greatest violist of the day. In 1910 she composed a setting of Chinese poetry, called "Tears", in collaboration with a group of fellow students at RCM. She also sang under the direction of Ralph Vaughan Williams in a student ensemble organised by Clarke and another student called Beryl Reeve (later Clarke's sister-in-law) to study and perform Palestrina's music. Following her criticism of his extra-marital affairs, Clarke's father turned her out of the house and cut off her funds. She had to leave the Royal College in 1910 and supported herself through her viola playing. Clarke (along with Jessie Grimson) became one of the first female professional orchestral musicians when she was selected by Sir Henry Wood to play in the Queen's Hall Orchestra in 1912. In 1916 she moved to the United States to continue her performing career. A short, lyrical piece for viola and piano entitled Morpheus, composed under the pseudonym of "Anthony Trent", was premiered at her 1918 joint recital with cellist May Mukle in New York City. Reviewers praised the "Trent", largely ignoring the works credited to Clarke premiered in the same recital. Her compositional career peaked in a brief period, beginning with the viola sonata she entered in a 1919 competition sponsored by Elizabeth Sprague Coolidge, Clarke's neighbour and a patron of the arts. In a field of 72 entrants, Clarke's sonata tied for first place with a composition by Ernest Bloch. Coolidge later declared Bloch the winner. Reporters speculated that "Rebecca Clarke" was only a pseudonym for Bloch himself, or at least that it could not have been Clarke who wrote these pieces, as the idea that a woman could write such a beautiful work was socially inconceivable. The sonata was well received and had its first performance at the Berkshire music festival in 1919. In 1921 Clarke again made an impressive showing in Coolidge's composition competition with her piano trio, though again failed to take the prize. A 1923 rhapsody for cello and piano followed, sponsored by Coolidge, making Clarke the only female recipient of Coolidge's patronage. These three works represent the height of Clarke's compositional career. ## Later life and marriage Clarke, in 1924, embarked upon a career as a solo and ensemble performer in London, after first completing a world tour in 1922–23. In 1927 she helped form the English Ensemble, a piano quartet that included herself, Marjorie Hayward, Kathleen Long and May Mukle. She also performed on several recordings in the 1920s and 1930s, and participated in BBC music broadcasts. Her compositional output greatly decreased during this period. However, she continued to perform, participating in the Paris Colonial Exhibition in 1931 as part of the English Ensemble. Between 1927 and 1933 she was romantically involved with the British baritone John Goss, who was eight years her junior and married at the time. He had premiered several of her mature songs, two of which were dedicated to him, "June Twilight" and "The Seal Man". Her "Tiger, Tiger", finished at the time the relationship was ending, proved to be her last composition for solo voice until the early 1940s. At the outbreak of World War II, Clarke was in the US visiting her two brothers, and was unable to obtain a visa to return to Britain. She lived for a while with her brothers' families and then in 1942 took a position as a governess for a family in Connecticut. She composed 10 works between 1939 and 1942, including her Passacaglia on an Old English Tune. She had first met James Friskin, a composer, concert pianist, and founding member of the Juilliard School faculty, and later to become her husband, when they were both students at the Royal College of Music. They renewed their friendship after a chance meeting on a Manhattan street in 1944 and married in September of that year when both were in their late 50s. According to musicologist Liane Curtis, Friskin was "a man who gave [Clarke] a sense of deep satisfaction and equilibrium." Clarke has been described by Stephen Banfield as the most distinguished British female composer of the inter-war generation. However, her later output was sporadic. It has been suggested by musicologist Liane Curtis that Clarke had dysthymia, a chronic form of depression; the lack of encouragement—sometimes outright discouragement—she received for her work also made her reluctant to compose. Clarke did not consider herself able to balance her personal life and the demands of composition: "I can't do it unless it's the first thing I think of every morning when I wake and the last thing I think of every night before I go to sleep." After her marriage, she stopped composing, despite the encouragement of her husband, although she continued working on arrangements until shortly before her death. She also stopped performing. Clarke sold the Stradivarius she had been bequeathed, and established the May Mukle prize at the Royal Academy. The prize is still awarded annually to an outstanding cellist. After her husband's death in 1967, Clarke began writing a memoir, entitled I Had a Father Too (or the Mustard Spoon); it was completed in 1973 but never published. In it she describes her early life, marked by frequent beatings from her father and strained family relations which affected her perceptions of her proper place in life. Clarke died in 1979 at her home in New York City at the age of 93, and was cremated. ## Music A large portion of Clarke's music features the viola, as she was a professional performer for many years. Much of her output was written for herself and the all-female chamber ensembles she played in, including the Norah Clench Quartet, the English Ensemble, and the d'Aranyi Sisters. She also toured worldwide, particularly with cellist May Mukle. Her works were strongly influenced by several trends in 20th-century classical music. Clarke also knew many leading composers of the day, including Bloch and Ravel, with whom her work has been compared. The impressionism of Debussy is often mentioned in connection with Clarke's work, particularly its lush textures and modernistic harmonies. The Viola Sonata (published in the same year as the Bloch and the Hindemith Viola Sonata) is an example of this, with its pentatonic opening theme, thick harmonies, emotionally intense nature, and dense, rhythmically complex texture. The Sonata remains a part of standard repertoire for the viola. Morpheus, composed a year earlier, was her first expansive work, after over a decade of songs and miniatures. The Rhapsody that Coolidge sponsored is Clarke's most ambitious work: it is roughly 23 minutes long, with complex musical ideas and ambiguous tonalities contributing to the varying moods of the piece. In contrast, "Midsummer Moon", written the following year, is a light miniature, with a flutter-like solo violin line. In addition to her chamber music for strings, Clarke wrote many songs. Nearly all of Clarke's early pieces are for solo voice and piano. Her 1933 "Tiger, Tiger", a setting of Blake's poem "The Tyger", is dark and brooding, almost expressionist. She worked on it for five years to the exclusion of other works during her tumultuous relationship with John Goss and revised it in 1972. Most of her songs, however, are lighter in nature. Her earliest works were parlour songs, and she went on to build up a body of work drawn primarily from classic texts by Yeats, Masefield, and A.E. Housman. During 1939 to 1942, the last prolific period near the end of her compositional career, her style became more clear and contrapuntal, with emphasis on motivic elements and tonal structures, the hallmarks of neoclassicism. Dumka (1941), a recently published work for violin, viola, and piano, reflects the Eastern European folk styles of Bartók and Martinů. The "Passacaglia on an Old English Tune", also from 1941 and premiered by Clarke herself, is based on a theme attributed to Thomas Tallis which appears throughout the work. The piece is modal in flavor, mainly in the Dorian mode but venturing into the seldom-heard Phrygian mode. The piece is dedicated to "BB", ostensibly Clarke's niece Magdalen; scholars speculate that the dedication is more likely referring to Benjamin Britten, who organised a concert commemorating the death of Clarke's friend and major influence Frank Bridge. The Prelude, Allegro, and Pastorale, also composed in 1941, is another neoclassically influenced piece, written for clarinet and viola (originally for her brother and sister-in-law). Clarke composed no large scale works such as symphonies. Her total output of compositions comprises 52 songs, 11 choral works, 21 chamber pieces, the Piano Trio, and the Viola Sonata. Her work was all but forgotten for a long period of time, but interest in it was revived in 1976 following a radio broadcast in celebration of her ninetieth birthday. Some of Clarke's compositions remain unpublished and in the personal possession of her heirs, along with most of her writings. However, in the early 2000s more of her works were printed and recorded. Examples of recent publications include two string quartets and Morpheus, published in 2002. Modern reception of Clarke's work has been generally positive. A 1981 review of her Viola Sonata called it a "thoughtful, well constructed piece" from a relatively obscure composer; a 1985 review noted its "emotional intensity and use of dark tone colours". Andrew Achenbach, in his review of a Helen Callus recording of several Clarke works, referred to Morpheus as "striking" and "languorous". Laurence Vittes noted that Clarke's "Lullaby" was "exceedingly sweet and tender". A 1987 review concluded that "it seems astonishing that such splendidly written and deeply moving music should have lain in obscurity all these years". The Viola Sonata was the subject of BBC Radio 3's Building a Library survey on 17 October 2015. The top recommendation, chosen by Helen Wallace, was by Tabea Zimmermann (viola) and Kirill Gerstein (piano). In 2017 BBC Radio 3 devoted five hours to her music as Composer of the Week. ## Rebecca Clarke Society The Rebecca Clarke Society was established in September 2000 to promote performance, scholarship, and awareness of the works of Rebecca Clarke. Founded by musicologists Liane Curtis and Jessie Ann Owens and based in the Women's Studies Research Center at Brandeis University, the Society has promoted recording and scholarship of Clarke's work, including several world premiere performances, recordings of unpublished material, and numerous journal publications. The Society made available previously unpublished compositions from Clarke's estate. "Binnorie", a twelve-minute song based on Celtic folklore, was discovered in 1997, and not premiered until 2001. Over 25 previously unknown works have been published since the establishment of the Society. Several of Clarke's chamber works, including the expansive Rhapsody for cello and piano, and Cortège for solo piano (1930), dedicated to William Busch and premiered by him, were first recorded in 2000 on the Dutton label, using material from the Clarke estate. In 2002, the Society organised and sponsored the world premieres of the 1907 and 1909 violin sonatas. The head of the Rebecca Clarke Society, Liane Curtis, is the editor of A Rebecca Clarke Reader, originally published by Indiana University Press in 2004. The book was withdrawn from circulation by the publisher following complaints from the current manager of Clarke's estate about the quotation of unpublished examples from Clarke's writings. However, the Reader has since been reissued by the Rebecca Clarke Society itself. ## Selected works Chamber music - 2 Pieces: Lullaby and Grotesque for viola (or violin) and cello (c. 1916) - Morpheus for viola and piano (1917–1918) - Sonata for viola and piano (1919) - Piano Trio (1921) - Rhapsody for cello and piano (1923) - Passacaglia on an Old English Tune for viola (or cello) and piano (?1940–1941) - Prelude, Allegro and Pastorale for viola and clarinet (1941) Vocal - Shiv and the Grasshopper for voice and piano (1904); words from The Jungle Book by Rudyard Kipling - Shy One for voice and piano (1912); words by William Butler Yeats - He That Dwelleth in the Secret Place (Psalm 91) for soloists and mixed chorus (1921) - The Seal Man for voice and piano (1922); words by John Masefield - The Aspidistra for voice and piano (1929); words by Claude Flight - The Tiger for voice and piano (1929–1933); words by William Blake - God Made a Tree for voice and piano (1954); words by Katherine Kendall Choral - Music, When Soft Voices Die'' for mixed chorus (1907); words by Percy Bysshe Shelley [^1]:
3,929,605
Boroughitis
1,159,595,885
1890s boom of new boroughs in New Jersey, US
[ "1890s in New Jersey", "1894 in New Jersey", "Bergen County, New Jersey", "History of New Jersey", "Local government in New Jersey" ]
Boroughitis (also borough fever or borough mania) was the creation in the 1890s, usually by referendum, of large numbers of small boroughs in the U.S. state of New Jersey, particularly in Bergen County. Attempts by the New Jersey Legislature to reform local government and school systems led to the breakup of most of Bergen County's townships into small boroughs, which still balkanize the state's political map. This occurred following the development of commuter suburbs in New Jersey, residents of which wanted more government services, whereas the long-time rural population feared the increases in taxation that would result. In the late 19th century, much of New Jersey was divided into large townships. In Bergen County, several of these townships contained multiple commuter suburbs, often formed around railroad stations. Political disputes arose between the growing number of commuters, who wanted more government services for the new developments near railroad lines, and long-time residents such as farmers, who understood this to come with higher taxes. A previously little-used law permitted small segments of existing townships to vote by referendum to form independent boroughs. In late 1893, Republicans, backed by commuters, captured control of the legislature; the following year, they passed legislation allowing boroughs that were formed from parts of two or more townships to elect a representative to the county Board of Chosen Freeholders. This 1894 act, in combination with a second one the same year that consolidated school districts into one per municipality, made it easy and attractive for dissatisfied communities to break away and become boroughs, in order to gain a seat on the county board or to keep control of the local school. Forty new boroughs were formed in 1894 and 1895, with the bulk in Bergen County, where most townships were broken up or greatly reduced in size; there are few there today. The state legislature scuttled the right to elect a freeholder in 1895, and ended the formation of boroughs by referendum the following year. Municipalities continued to be created by the legislature into the 20th century, and although there have been efforts at consolidation in recent years to lower the high cost of government, they have not been particularly effective. ## Background At the time of the union of East Jersey and West Jersey into the Province of New Jersey in 1702, there were about 24 townships; more were added under British government by letters patent, court decrees, or legislative action. Following the American Revolutionary War, the New Jersey Legislature confirmed all municipal charters, and granted new ones; by 1798, the state had 104 townships. Increased economic activity in Essex, Morris and Sussex counties, and the formation of Warren County, raised the number to 125 by 1834. Most of the townships had low taxes and little government; the roads (mostly of dirt) were maintained by farmers in lieu of taxes. Township meetings occurred each February; the citizens would discuss concerns, voluntarily seek solutions, and collectively appoint agents to carry out their will. Voters in each township elected members of the county governing body, the Board of Chosen Freeholders. The railroad brought major changes to New Jersey beginning in the mid-19th century. The state was mostly agricultural, and the new lines made it easier for farmers to get their crops to market. But they also made it easier for those employed in New York City or Philadelphia to live outside the urban core and yet commute to work each day. Even before the Civil War, the Brick Church station, in Orange, Essex County, about 15 miles (24 km) from New York City, became the center of the nation's first commuter suburb. New Jersey's townships acquired a new type of population, consisting of commuters, who formed communities near railroad stations, and who wanted good streets and roads, better funded schools, and a larger stake in the government. They were fiercely opposed on each issue by the existing rural, agricultural population, who understood that their taxes would need to be raised in order to pay for the services that they did not want. Schools and school districts caused angry debate between commuters and long-time residents. School district lines were independent of those of townships, for every school formed its own school district. Accordingly, townships could contain a number of school districts: Bergen County's Franklin Township in the early 1890s contained eleven school districts serving 774 students. Of the 94 schools in Bergen County in 1893, 31 were one-room schoolhouses, though this was a decrease from 44 in 1880. Bergen County was sparsely populated when the railroad lines went through in the 1850s, making for a different pattern of development than other suburban counties, such as Union and Camden, which saw more planned development around railroad stations. Bergen's pattern of development was unique in New Jersey, with, until 1894, several commuter suburbs in a single township, something rare elsewhere in the state. The town-meeting style of government then prescribed for townships proved ill-suited to those changing times. The New Jersey Constitution gave the state government in Trenton relatively weak powers over the townships, but from time to time the legislature attempted reform. The townships were divided into road districts, with residents appointed to see that maintenance was done; in 1859, the state allowed residents of each district to elect a road commissioner, who saw to it their road taxes were spent effectively. Many of these districts later became individual municipalities, with the road commissioner often the first mayor. ## Legislation Until 1875, municipalities had been created or modified only by special acts of the legislature, but a state constitutional amendment that year abolished special laws for individual municipalities. Thereafter, lawmakers passed general laws regarding municipalities, and left incorporation of new ones to referendums in areas wanting redress, and to the courts. In 1878, the legislature passed the Borough Act, allowing landowners in an area less than 4 square miles (10 km<sup>2</sup>) and with fewer than 1,000 people to seek a referendum on secession from the township to become a new borough. This referendum could take place on petition of the owners of 10 percent of the land, as measured by value, in the area in question, and 10 days notice of the vote was required. In 1882, the legislature expanded this measure to allow areas of less than 2 square miles (5.2 km<sup>2</sup>) to become borough commissions with some autonomy within the township. Another impetus towards more municipalities developed in the 1870s, with the New Jersey public soured on the railroads because of the Panic of 1873. The newly Democratic legislature passed laws that ended tax exemptions on railroad-owned lands. Much of the land, generally near stations, was sold off, and was transformed into communities that in the following years would secede from the township in which they lay, creating some of the "doughnut holes", with boroughs surrounded by the townships they were formerly part of, that mark the New Jersey municipal landscape today. In the 1893 elections, Republicans recaptured control of the New Jersey Legislature. This was due in part to another economic depression, the Panic of 1893, which had occurred with Democrat Grover Cleveland in the White House, and in part because some Democrats, like Republicans before them, had proven corrupt. The increasing commuter population also played a role; Bergen County contained (and still does) many commuter communities because of its proximity to New York City. These new residents were strongly Republican, as contrasted with the Democratic farmers. According to Bergen County historian Kevin Wright, "Having gained sufficient numbers by 1893 to challenge Punkin Dusters at the polls, the Commuters of Bergen County led a political revolution in Home Rule that finally toppled the ancien régime." Legal disputes about control of the New Jersey Senate and the Republican desire to undo many Democratic policies occupied the legislature in the early part of its 1894 session. Nevertheless, interest groups such as local landowners pushed the legislature for permissive policies on municipal incorporation, hoping to gain power in the new governments. As the legislature sat, the townships of Bergen County fractured. The provision of the Borough Act allowing separation had been little used prior to 1893, and in 1893, Bergen County had only three boroughs. A year-long legal battle in Palisades Township, along the Hudson River, led to a referendum that saw Tenafly break away in January 1894. Some communities seceded in early 1894 because of disputes about how to pay for macadamized roads, which were first paved through much of Bergen County in the first half of the 1890s. The Hackensack Republican reported on March 1, "the chief reason why Delford [later Oradell], Westwood, Hillsdale and Park Ridge want to become boroughs is that they may avoid what is feared will be heavy macadam tax". The proposed borough of Delford would take land from multiple townships, uniting communities on both sides of the Hackensack River that shared a school, but incorporation was put on hold because of legal uncertainty as to whether a borough could be formed from parts of more than one township. In April, the Republican majority in Trenton let it be known they were working on a bill to solve Delford's problem by allowing boroughs to be formed from portions of two or more townships, and this became the Act of May 9, 1894. The act also granted such boroughs a seat on the county Board of Chosen Freeholders. According to Wright, "the consequences of casting special legislation under guise of a general law soon became patent". Since 1885, new boroughs had not gotten their own freeholder, with borough voters instead joining with those in the township they were formerly part of to elect one. Partisans saw the political possibilities of the 1894 law, and contested control of the Bergen County government through the formation of boroughs that would elect freeholders of their party. The energetic legislators finally reached school reform with Chapter CCCXXXV of the Public Laws of 1894. That act, passed on May 25, provided that "the several school districts in each township shall be consolidated into one school district". The legislature's intent was to equalize funding between wealthier districts and poorer ones. This had the effect of eliminating more than 1,000 school districts statewide. Had the legislature done no more, according to former New Jersey General Assembly Speaker Alan Karcher, "New Jersey might have had fewer than 500 municipalities today". However, the legislature further enacted in the bill, "that each city, borough, and incorporated town, shall be a school district, separate and distinct from the township school district". Thus, if a community seceded from its township to form a borough, it would keep control of its school. The new township school districts would be responsible for the debts of their predecessors, meaning that some communities faced the prospect of paying off, in part, the debts of others, and seeing some of their tax dollars going to fund others' schools. Under the law, by becoming an incorporated borough, they could avoid these things. The school legislation greatly fueled the borough craze in Bergen County. Wealthy communities that had had their own school districts now faced the prospect of sharing their school tax revenues with poorer areas, or of being divided up piecemeal in borough referendums. Allendale broke away, principally from Franklin Township, because of such fears. At 650 people, Allendale was one of the more populous boroughs formed in 1894. In commuter communities as Park Ridge, the new residents often led the borough drives against the opposition of the old inhabitants who feared the improvements would not benefit them and that the new borough would quickly incur debt through issuance of municipal bonds. Another new borough created by the residents to keep local school control was Woodcliff, which was formed around the settlement of Pascack from parts of Harrington Township and Orvil Township, and which in 1910 became Woodcliff Lake. Rural Upper Saddle River broke away from Orvil Township and Hohokus Township, taking one of Orvil Township's six schoolhouses – the press noted that the nascent borough would most likely go Democratic as only 16 Republicans could be found. Ridgewood, then a township, avoided further depredations by Midland Park and Glen Rock by incorporating as a village. The borough of Wood-Ridge was formed after the boundary lines were carefully drawn with an eye to the referendum, to exclude the home of a family of prominent landowners who were opposed to the incorporation – though not excluding their farmland. Once Wood-Ridge was successfully established, the farmhouse was annexed by borough ordinance. The secession of Wood-Ridge from Bergen Township, together with that of Carlstadt, Moonachie and Wallington, left Bergen Township with only a patch of low-lying swampland and 61 voters; the legislature in 1902 annexed it to Lodi Township. Of the 40 boroughs created in 1894 and 1895, 26 were in Bergen County. The ones elsewhere included Roselle and Mountainside, in Union County. In September 1894, state Senator Henry D. Winton warned that the legislature at its next session was likely to amend if not gut the Borough Act because of the craze in Bergen County. Nine new members had been added to the Board of Chosen Freeholders from the previous sixteen, Winton noted, with a proportionate increase in the cost of government, which would be further inflated by the multiplicity of boroughs. The signal that the law might change did not slow the incorporations: Wood-Ridge, Carlstadt, Edgewater, Old Tappan and other boroughs trace their geneses to late 1894. There were some fistfights and hard feelings over the borough formations, and Russell Jones, whose house was on the newly drawn line between Teaneck and Bogota, saw it burn down as firefighters argued about who had jurisdiction. ## Aftermath and legacy The wave of incorporations continued into 1895, with Cliffside Park gaining borough status in January. That month, Bergen County's school superintendent, John Terhune, wrote a report to Trenton, decrying that the law allowed borough petitioners to set the proposed lines to exclude opponents of incorporation, "The idea of allowing a bare majority the power to accept or reject a few that have dared to oppose the new fad, and for this simple expression of their rights to cut them from all school facilities is radically wrong and gross injustice. There is no defense for the injured, but they must meekly accept the situation. It is inconsistent with liberty, a term so dear to us all". Superintendent Terhune wrote that "until the boroughing is done", it would not be possible to assess the many problems that the rapid subdivision had caused: "I would not attempt to estimate, let alone approximate, the changes caused by the boroughs. It is simply inconceivable". The Act of February 18, 1895, amended the previous year's borough bill to raise the requirement for incorporation petitions from owners of 10 percent of the land value to 50 percent. The rush was also slowed by the legislature deciding that no borough created thereafter could maintain a separate school system unless there were at least 400 children living within its limits. In February, though, Passaic County saw its only instance of boroughitis, with Pompton Lakes breaking away from Pompton Township, as residents of the new borough had felt they paid a disproportionate share of the township's tax burden. With the Bergen County Board of Chosen Freeholders by then at 28 members, divided evenly between the parties, the legislature passed a bill setting the number of members of such boards in third-class counties (including Bergen) at 9, with the freeholders elected from the Delford-style boroughs to go out of office on May 8. Nevertheless, on May 9, electors in what became the borough of Englewood Cliffs voted to secede from Englewood, 34–1. North Arlington was incorporated as a borough by a referendum held on March 26, 1896, the day the state legislature passed a bill providing that, "no borough or village shall hereafter be incorporated in this state except by special act of the legislature." According to lawyer Alfred F. Skinner in his 1916 book on the law pertaining to New Jersey boroughs, the 1896 act "was intended to express a legislative policy, and was based upon the conclusion that the method of incorporation [of new boroughs] by petition and election, within a territory defined by the petitioners, was a dangerous delegation of a power that should be exercised by the legislature only". The following year, the legislature undertook a thorough revision of the laws relating to boroughs, and forbade incorporations, dissolutions, or boundary changes without its leave. This simply moved the venue for conflicts over schools from local referendums to the corridors of the State House in Trenton. Boroughs continued to be incorporated by legislative act, with a major burst in the 1920s. These 20th century increases in the number of boroughs were sometimes caused by conflicts over road funds, causing Caldwell Township, Essex County, to divide into six municipalities by 1908, and with Clementon Township, Camden County fracturing into nine between 1915 and 1929. By the 1920s, the number of municipalities in Bergen County had reached 70, where it still stands. After the 1920s, the legislature did not create many new municipalities, but local officials used zoning to affect land use, making annexation less attractive. Because of boroughitis, the township as a form of government all but disappeared from Bergen County. One that remains is South Hackensack, the remnants of Lodi Township that no seceding borough wanted. Its three pieces are separated from each other by several miles. A number of boroughs became townships in the early 1980s, though they did not necessarily change their form of government, as until 1986, more federal aid was available to municipalities called townships than to those styled boroughs. As of 2022, with the merger that year of Pine Valley into Pine Hill, New Jersey has 564 municipalities and the most municipalities per capita of any state. Its boroughs include Teterboro in Bergen County, site of an airport, industrial buildings, and the homes of fewer than a hundred residents, and Tavistock in Camden County, consisting primarily of a country club. Governor Chris Christie urged consolidation to lower the cost of government, and a number of municipalities have studied it, but there have been few recent mergers, with the other one being the merger of Princeton Borough with Princeton Township in 2012. Karcher, both while Speaker and afterwards, promoted consolidation, but saw it fall victim to home rule advocates. He discussed the long-term effect of the boroughitis craze: > The ultimate cost to the state's taxpayers ... directly attributable to the Republican reforms of 1894, is incalculable. One need only take an afternoon drive through Bergen County. The only evidence that you have traversed one borough in the last five minutes and are now entering another, which may take only three minutes to cross, is a sign. Otherwise, it is virtually impossible to tell one fungible borough from the other. Yet each has its own most prized possession, and prized it should be considering its cost: its own school district.
32,465,843
Canoe River train crash
1,135,366,410
1950 train crash in British Columbia, Canada
[ "1950 disasters in Canada", "1950 in British Columbia", "1950 in Canada", "Accidents and incidents involving Canadian National Railway", "Disasters in British Columbia", "John Diefenbaker", "Korean War", "November 1950 events in Canada", "Railway accidents in 1950", "Robson Valley", "Train collisions in Canada", "Trials in Canada" ]
The Canoe River train crash occurred on November 21, 1950, near Valemount in eastern British Columbia, Canada, when a westbound troop train and the eastbound Canadian National Railway (CNR) Continental Limited collided head-on. The collision killed 21 people: 17 Canadian soldiers en route to the Korean War and the two-man locomotive crew of each train. The post-crash investigation found that the order given to the troop train differed from the intended message. Crucial words were missing, causing the troop train to proceed on its way rather than halt on a siding, resulting in the collision. A telegraph operator, Alfred John "Jack" Atherton, was charged with manslaughter; the Crown alleged that he was negligent in passing an incomplete message. His family hired his Member of Parliament, John Diefenbaker, as defence counsel. Diefenbaker joined the British Columbia bar to take the case, and obtained Atherton's acquittal. After the accident, the CNR installed block signals on the stretch of track on which the crash occurred. The railway later realigned the main line in that area, eliminating a sharp curve that prevented crews from seeing oncoming trains. Diefenbaker's successful defence of Atherton became an asset in his political rise. A number of monuments honour the dead. ## Crash On November 21, 1950, a westbound troop train, Passenger Extra 3538 West—consisting of the S-2-a class 2-8-2 steam locomotive 3538 and 17 cars, about half of which had wood bodies with steel underframes—was travelling from Camp Shilo, Manitoba to Fort Lewis, Washington. It was carrying 23 officers and 315 men of 2nd Regiment, Royal Canadian Horse Artillery (RCHA) for deployment to the Korean War, a movement dubbed Operation Sawhorse. The train was moving through the Rocky Mountains on the CNR transcontinental mainline. CNR Train No. 2, the eastbound Continental Limited, consisted of the U-1-a class 4-8-2 steam locomotive 6004 and eleven all-steel cars and was en route from Vancouver to Montreal. By 1950, the CNR used the part-wooden cars only for the transportation of soldiers; other passengers were no longer carried in them. After the 1947 Dugald rail accident, the Board of Transport Commissioners had ordered that wooden passenger coaches not be placed between all-steel cars. However, under the terms of that decision, General Order Number 707, the wooden cars with steel underframes did not count as "wooden cars". CNR dispatcher A. E. Tisdale meant to send both trains identical orders to "meet" (get past each other) on a mostly single-track section. His intended order read "Psgr Extra 3538 West meet No. 2 Eng 6004 at Cedarside and No. 4 Eng 6057 Gosnell." (Cedarside and Gosnell were sidings where trains could wait to allow opposing traffic to clear.) Tisdale dictated the order from his office in Kamloops, British Columbia, to Alfred John "Jack" Atherton, the operator at Red Pass Junction, for delivery to Passenger Extra 3538 West, the troop train, and to F.E. Parsons, the operator at Blue River, 89 miles (143 km) westbound from Red Pass Junction, for delivery to No. 2, the Continental. The words "at Cedarside" did not appear in the order as copied down by Atherton to be handed to the troop train crew. Parsons's version of the order accorded with Tisdale's, and was passed to the Continental and to Train No. 4. According to Hugh A. Halliday in his history of Canadian railroad wrecks, "it would have been one man's word against the other, but the Blue River operator had been on the line at the same time. Parsons backed up Tisdale's version of events; Atherton would be cast firmly as the culprit in this affair." When the westbound troop train stopped at Red Pass Junction, Atherton gave the incorrect written order to train conductor John A. Mainprize. As the full order had been passed to the eastbound Continental, its crew expected to meet the troop train at Cedarside, 43 miles (69 km) eastbound from Blue River; the crew aboard the troop train expected to meet the Continental and another train at Gosnell 25 miles (40 km) westbound from Cedarside. With neither train crew aware of anything wrong, the troop train passed Cedarside and the Continental passed Gosnell. Both trains were travelling at moderate speeds, and attempted to negotiate a sharp curve from opposite ends. Thomas W. Tindall, a forestry employee, saw the two trains approaching each other from an embankment; he tried to signal the Continental crew, who responded to his frantic signals with a friendly wave. The two crews did not realise that a collision was imminent until the last moment, and the trains struck head-on at 10:35 a.m. The accident occurred south of Valemount, 0.6 miles (0.97 km) east of a small station named Canoe River, 5 miles (8.0 km) westbound from Cedarside. The crash took place on the only stretch (18-mile (29 km) long) of CNR mainline in the mountains not protected by automatic block signals. The leading cars of each train were derailed, while those which had been part of the troop train were demolished. According to testimony at the inquiry, most of the deaths were caused by steam from the troop train's ruptured boiler penetrating the damaged cars. At the moment of the crash, two soldiers, Gunners William Barton and Roger Bowe, both of Newfoundland, were buying cigarettes at the newsstand aboard the train. The structure of the newsstand shielded them in the crash, and they survived. Their fellow Newfoundlanders, Gunners Joseph Thistle and James A. White, standing just a few feet away, were not shielded by the newsstand and perished. ## Rescue People from the nearby settlement of Valemount hurried to the scene and found the troop cars damaged beyond recognition. Some had collapsed in the disaster; rescuers used axes and hammers to break into them. There were no medical supplies aboard the troop train, and the only medical officer on board had disembarked in Edmonton. First-aid kits on that train proved empty; a box labelled "Medical Stores" was found to contain only contraceptives. Dr. P. S. Kimmett of Edson, Alberta, a passenger on the Continental, took charge of efforts to aid the injured with his wife, a nurse. Kimmett supervised efforts to aid 50 people despite having almost no supplies or trained personnel. One soldier, still alive, appeared to have not an inch of skin on his body unscalded; another had a chunk of glass piercing his chest from front to back. With the exception of the engine and tender of the Continental, which were demolished, there was little damage to the eastbound train. Several of the passengers on the Continental suffered minor injuries. One dining car on the troop train was used as a hospital, another as a morgue. James Henderson, a young officer on the troop train, recalled: > I talked with one soldier who lay shivering in a bunk in the hospital coach. He had no visible sign of injury but his face was a ghastly green shade. He wanted more blankets and a cigarette, and I gave him both. An hour later, I helped move his body to the other coach. At the time of the crash, the temperature was about 0 °F (−18 °C), and there were about 6 inches (15 cm) of snow on the ground. The telephone lines next to the track were cut by the accident, but a crewman managed to make an emergency call to Jasper in Alberta. Because the crash site was 83 miles (134 km) away, medical relief took three hours to arrive. A work engine, in the interim, took the movable coaches of the troop train back along the track as far as Cedarside. The hospital train brought eight nurses and two doctors from Jasper, who spent the trip making what preparations they could. On arrival, they found patients with severe injuries. "There was hardly a case with only one type of trauma." That rescue train transported the injured to Edmonton from the crash scene. The Jasper doctors left the train when the rescue train reached there, again placing Dr. Kimmett in charge. He remained so until the civilians were relieved by Army personnel from Edmonton, who joined the train in Edson. Major Francis P. Leask, commanding the soldiers, praised Dr. Kimmett's work, "We couldn't have gotten along without him" and also praised his men, both veterans and recruits, for their calm, efficient work in the disaster. Wintry weather made subsequent attempts to recover the dead difficult; four bodies were never found. Transcontinental traffic was rerouted temporarily onto Canadian Pacific tracks through Calgary as the CNR attempted to clear the tracks. The work was hampered by an explosion and fire that broke out on the morning of November 22, consuming many of the wrecked cars and likely the missing bodies, and the wreckage was cleared by that evening, allowing traffic to resume the following day. On November 29, 1950, the remaining soldiers left Camp Wainwright, Alberta, where they had been taken after being evacuated to Edmonton, resuming their journey to Korea. The death toll had been 20, including 16 soldiers. Twelve soldiers and the two two-man locomotive crews died in or shortly after the crash; four soldiers died on the rescue train en route to hospital in Edmonton. A 17th soldier, Gunner David Owens, died in an Edmonton hospital on December 9, bringing the death toll to 21. Owens had suffered severe burns, and was believed on the way to recovery when he suffered a relapse. Gunner Art Evoy, a survivor of the crash, recalled the eeriness of the first roll call at Wainwright, "It was a very small group that answered the roll call that day." ## Inquiry Within days of the crash, the Royal Canadian Mounted Police (RCMP), as the provincial police for British Columbia, began an investigation. The site of the crash was under the jurisdiction of the RCMP detachment in Prince George, British Columbia, and any charges would be laid there. The CNR suspended all trainmen involved in passing the order to the troop train and held an internal inquiry at Kamloops. The Board of Transport Commissioners announced that a public inquiry would be held at Edmonton in December 1950. Atherton, aged 22, was dismissed by the CNR before the Edmonton hearings. He testified that there was a lengthy gap in transmission, and that he did not hear the words "at Cedarside". Although railway regulations called for him to listen to a repeat of the order by the telegrapher at Blue River, he did not do so and instead continued with his other duties, passing the message to the troop train without the vital two words. He denied repeating back the order to dispatcher Tisdale with the two words included. Tisdale testified to passing the order by telephone to Blue River and to Red Pass Junction, and that it was correctly read back to him by both operators. He also testified to a brief gap in communications several days before the crash, saying that in the rough country through which the railway line passed it was not uncommon for objects falling against the communication line to cause brief outages. Parsons also testified that Atherton had correctly repeated back the order. Testimony to the inquiry established the damage to the troop train and those on it. The wooden cars with steel underframes gave little resistance to the impact, unlike the Continental'''s steel cars. A CNR official testified that it would cost \$127 million to replace all such cars with modern steel ones. Dr. Kimmett testified, stating that though he had six bottles of penicillin when he began his work, no syringe could be found to administer it. When a syringe was later found, five of the bottles could no longer be located. No heating was available on the troop train until the arrival of the emergency locomotive from Red Pass Junction, and no blood plasma had been brought on the hospital train—none was available until the injured reached Jasper. Dr. Kimmett testified that it was "very difficult" to administer plasma on the train, and that two men died between Jasper and Edson. The Board of Transport Commissioners issued its report on January 18, 1951. It avoided assigning individual responsibility for the deaths and urged the CNR to install block signals on the section of line where the accident took place. The Board noted that the CNR already had a policy of installing such signals, though they were expensive and difficult to obtain from the United States, and that the CNR had deemed other sections of the line more dangerous. It also urged additional training, to ensure that messages were transmitted accurately, and safety checks to catch instances where messages were transmitted incorrectly. ## Prosecution ### Hiring of counsel, arrest In anticipation of charges being laid against his son, Atherton's father approached Member of Parliament and King's Counsel John Diefenbaker in December 1950 and sought to retain him as defence counsel. The Athertons were Diefenbaker's constituents; their hometown, Zealandia, Saskatchewan, was in his riding, Lake Centre. Diefenbaker declined the case, stating that Parliament had first call on his time, that his wife Edna was seriously ill with leukemia, and that he was not admitted as a lawyer in British Columbia. As Edna Diefenbaker was well known as an influence over her husband, in desperation Alfred Atherton Sr. talked his way into her Saskatoon hospital room. In his memoirs, Diefenbaker did not mention the elder Atherton's initial approach but wrote that he was in Australia at a parliamentary conference at the time of the Canoe River crash. An Australian lawyer pointed out the case to Diefenbaker; he thought it interesting but noted that he was not a member of the Law Society of British Columbia. Diefenbaker wrote that he planned to meet Edna in Hawaii on his way back from Australia. Instead she wired him, requesting that he meet her in Vancouver. Diefenbaker related that he found his wife in a Saskatoon hospital, in the final stages of the illness that would kill her (she died on February 7, 1951). She told him that Jack Atherton had been to see her and that the soldiers' deaths were from being transported in wooden train cars. "Everyone in the CNR is running away from responsibility for what appears to have been a grievous disregard for human lives." John Diefenbaker objected that the bar examination in British Columbia was notoriously difficult and that the application fee was \$1,500. Edna Diefenbaker informed her husband, "I told him you'd take it", and eventually her husband gave in. Atherton was arrested for manslaughter on January 9, 1951, in Saskatoon and was taken to Prince George by the RCMP. After his dismissal by the CNR, Atherton was staying with his parents at Zealandia, where his father was CNR station agent. The manslaughter charge concerned the death of Henry Proskunik, fireman aboard the troop train. Bail was set at \$5,000, and Magistrate P.J. Moran required any sureties to appear before him, making it difficult for Atherton's connections in Saskatchewan to obtain his release. Atherton was released from custody on January 24, as Prince George furniture store owner Alex Moffat and local CNR employee William Reynolds each posted sureties valued at \$2,500. After his wife's death in February 1951, Diefenbaker travelled to Vancouver in early March to take the British Columbia bar examination, which the Prince George Citizen called "a formality which will cost him \$1500". (Failure to pass the bar would effectively disqualify Diefenbaker from the Atherton case because he would have to wait for reexamination, and the preliminary hearing was set for mid-March.) He paid his fee and was then given an oral examination by the bar secretary, which in full was: > "Are there contracts required by statute to be in writing?" > > "Yes." > > "Name one of them." > > "A land contract." Diefenbaker was then congratulated for being the first applicant to pass the British Columbia bar exam with a perfect score. ### Hearings and trial The preliminary hearing began on March 13, 1951, and lasted three days, during which the Crown called 20 witnesses. Diefenbaker alleged that the rules of the CNR did not require that the telegraph operator listen to the repeat of his message, but merely recommended that he should. Nevertheless, Diefenbaker's motion to dismiss was unsuccessful and Atherton was committed for trial before the Supreme Court of British Columbia (a trial-level court). Manslaughter was a charge for which the accused did not have the option of a speedy trial before a county court judge, and Atherton's case was set for the Spring Assizes in Prince George. The trial began on May 9, 1951. Colonel Eric Pepler, a World War I veteran and British Columbia's deputy attorney general, led for the Crown while Diefenbaker led for the defence. To a CNR official on the stand, Diefenbaker said, "I suppose the reason you put these soldiers in wooden cars with steel cars on either end was so that no matter what they might subsequently find in Korea, they'd always be able to say, 'Well we had worse than that in Canada'." Colonel Pepler objected, stating that Diefenbaker had not asked a question. Diefenbaker responded, "My Lord, it was made clear by the elevation of my voice at the end of the sentence that there was a great big question mark on it." The judge, Justice A.D. McFarlane, began to rule, but Pepler interjected, "I want to make it clear that in this case we are not concerned about the death of a few privates going to Korea." Pepler intended to remind the judge that Atherton was charged in relation to the death of only the troop train fireman, but Diefenbaker pounced: "Oh, you're not concerned about the killing of a few privates? Oh, Colonel!" Diefenbaker recounted that a veteran, sitting on the jury, expressed shock at Pepler's comment, and Diefenbaker lost no opportunity during the rest of the trial to address Pepler as "Colonel". The two lead counsel clashed again during their final addresses to the jury, with Pepler objecting to Diefenbaker's use of testimony from the preliminary hearing. Justice McFarlane stated to Pepler, "I do not think you should object like this", and when Pepler persisted, the judge "roared" at him, "Please, just stop this." Diefenbaker stated, "I sat and suffered while my learned friend misconstrued the evidence" and when he noticed Pepler muttering under his breath, said to him, "You are growling", to which Pepler replied, "Yes I am growling. I am objecting too." Diefenbaker suggested to the jury that the silence on the line which had, he contended, swallowed the words "at Cedarside" might have been caused by a fish dropped on a snow-covered line by a bird and claimed to have evidence of a previous occurrence. He noted in his memoirs that the incident "was not well documented, but it was all we had". He blamed the disaster on Tisdale, stating that lack of the word "at" before "Gosnell" in the order indicated that the Kamloops dispatcher had not been paying attention, and that he should have noticed that, according to Diefenbaker, the words "at Cedarside" were missing from Atherton's repeat of the order. The trial had taken four days; the lawyers argued for five hours; Diefenbaker's summation took three of them. Justice McFarlane took an hour to charge the jury. McFarlane told the jurors that if they believed that Atherton had passed the order to conductor Mainprize in the same form he had received it, they would be justified in acquitting him. The jury returned after 40 minutes of deliberations. Jury foreman Fred Mounkley announced the acquittal of Atherton, as Atherton's mother wept. ## Aftermath The CNR adopted the inquiry recommendations, installing block signalling in the area of the accident. In 1953, it modernised its passenger fleet, ordering 302 new cars. In later years, the line was rerouted to eliminate the sharp curve on which the disaster took place. Atherton went to work for the Saskatchewan Transportation Company and settled in Saskatoon. Pepler retired in 1954, having served 20 years as British Columbia's deputy attorney general. He subsequently served as one of British Columbia's commissioners on uniform provincial laws and embarked on a revision of the rules of the British Columbia Supreme Court before dying on November 16, 1957, at age 66 in a suburban Vancouver hospital. Diefenbaker had represented Atherton at his own expense, though donations from railroad employees reimbursed him for about half his costs. The case had been followed throughout Canada's railway community, and on his return to Ottawa, Diefenbaker was widely congratulated for his victory. By 1957, he had become Leader of the Opposition and Progressive Conservative Party leader, and when he campaigned in Saskatchewan during that year's election, Atherton travelled to Regina to greet him, skipping his own wedding rehearsal. As Diefenbaker campaigned in British Columbia, the Vancouver Sun'' reported on the large, enthusiastic crowds he gathered, and noted that he remained well remembered in Prince George for his defence of Atherton. Diefenbaker's biographer, Denis Smith, wrote of the Atherton case: > Diefenbaker had won a popular victory, redeemed his promise to Edna, and endeared himself for life to Jack Atherton and his fellow railway workers. The case was celebrated in the press and became one of his major political assets. Diefenbaker won the election and, on June 21, 1957, became Prime Minister of Canada. ## Memorials and tributes The RCHA suffered more casualties in the crash than it did in its first year of fighting in Korea. A monument to the soldiers who died stands at CFB Shilo (as Camp Shilo has been redesignated), where a memorial parade is conducted each year on the anniversary of the crash. It was dedicated on November 21, 1952. A memorial cairn was erected near the crash site by the regiment in 1987. A special remembrance was held in Valemount for the 60th anniversary of the disaster in 2010. The CNR has also raised a monument near the site of the disaster. The names of the military dead are inscribed in the Korea Book of Remembrance and are also on the Wall of Remembrance in Brampton, Ontario; they may also be found on the Korea Cairn at Winnipeg Brookside Cemetery. Manitoba has named a lake for Gunner William D. Wright, who died in the crash. In 2003, as part of Remembrance Week observances for the Canadian Senate, five family members of the soldiers who died in the crash were presented with Memorial Crosses. Other family members were due to receive them at a later date. The dead were not given posthumous Canadian Volunteer Service Medals as they never reached the Korean theatre; Tom Boutillier, a survivor of the crash, considers that an injustice and has campaigned for medals to be awarded. ## See also - List of rail accidents in Canada - List of rail accidents (1950–1959)
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Balfour Declaration
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British government statement of 1917
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The Balfour Declaration was a public statement issued by the British government in 1917 during the First World War announcing its support for the establishment of a "national home for the Jewish people" in Palestine, then an Ottoman region with a small minority Jewish population. The declaration was contained in a letter dated 2 November 1917 from the United Kingdom's Foreign Secretary Arthur Balfour to Lord Rothschild, a leader of the British Jewish community, for transmission to the Zionist Federation of Great Britain and Ireland. The text of the declaration was published in the press on 9 November 1917. Immediately following their declaration of war on the Ottoman Empire in November 1914, the British War Cabinet began to consider the future of Palestine; within two months a memorandum was circulated to the Cabinet by a Zionist Cabinet member, Herbert Samuel, proposing the support of Zionist ambitions in order to enlist the support of Jews in the wider war. A committee was established in April 1915 by British Prime Minister H. H. Asquith to determine their policy towards the Ottoman Empire including Palestine. Asquith, who had favoured post-war reform of the Ottoman Empire, resigned in December 1916; his replacement David Lloyd George favoured partition of the Empire. The first negotiations between the British and the Zionists took place at a conference on 7 February 1917 that included Sir Mark Sykes and the Zionist leadership. Subsequent discussions led to Balfour's request, on 19 June, that Rothschild and Chaim Weizmann submit a draft of a public declaration. Further drafts were discussed by the British Cabinet during September and October, with input from Zionist and anti-Zionist Jews but with no representation from the local population in Palestine. By late 1917, in the lead-up to the Balfour Declaration, the wider war had reached a stalemate, with two of Britain's allies not fully engaged: the United States had yet to suffer a casualty, and the Russians were in the midst of a revolution with Bolsheviks taking over the government. A stalemate in southern Palestine was broken by the Battle of Beersheba on 31 October 1917. The release of the final declaration was authorised on 31 October; the preceding Cabinet discussion had referenced perceived propaganda benefits amongst the worldwide Jewish community for the Allied war effort. The opening words of the declaration represented the first public expression of support for Zionism by a major political power. The term "national home" had no precedent in international law, and was intentionally vague as to whether a Jewish state was contemplated. The intended boundaries of Palestine were not specified, and the British government later confirmed that the words "in Palestine" meant that the Jewish national home was not intended to cover all of Palestine. The second half of the declaration was added to satisfy opponents of the policy, who had claimed that it would otherwise prejudice the position of the local population of Palestine and encourage antisemitism worldwide by "stamping the Jews as strangers in their native lands". The declaration called for safeguarding the civil and religious rights for the Palestinian Arabs, who composed the vast majority of the local population, and also the rights and political status of the Jewish communities in other countries outside of Palestine. The British government acknowledged in 1939 that the local population's views should have been taken into account, and recognised in 2017 that the declaration should have called for the protection of the Palestinian Arabs' political rights. The declaration had many long-lasting consequences. It greatly increased popular support for Zionism within Jewish communities worldwide, and became a core component of the British Mandate for Palestine, the founding document of Mandatory Palestine. It is considered a principal cause of the ongoing Israeli–Palestinian conflict, often described as the world's most intractable conflict. Controversy remains over a number of areas, such as whether the declaration contradicted earlier promises the British made to the Sharif of Mecca in the McMahon–Hussein correspondence. ## Background ### Early British support Early British political support for an increased Jewish presence in the region of Palestine was based upon geopolitical calculations. This support began in the early 1840s and was led by Lord Palmerston, following the occupation of Syria and Palestine by separatist Ottoman governor Muhammad Ali of Egypt. French influence had grown in Palestine and the wider Middle East, and its role as protector of the Catholic communities began to grow, just as Russian influence had grown as protector of the Eastern Orthodox in the same regions. This left Britain without a sphere of influence, and thus a need to find or create their own regional "protégés". These political considerations were supported by a sympathetic evangelical Christian sentiment towards the "restoration of the Jews" to Palestine among elements of the mid-19th-century British political elite – most notably Lord Shaftesbury. The British Foreign Office actively encouraged Jewish emigration to Palestine, exemplified by Charles Henry Churchill's 1841–1842 exhortations to Moses Montefiore, the leader of the British Jewish community. Such efforts were premature, and did not succeed; only 24,000 Jews were living in Palestine on the eve of the emergence of Zionism within the world's Jewish communities in the last two decades of the 19th century. With the geopolitical shakeup occasioned by the outbreak of the First World War, the earlier calculations, which had lapsed for some time, led to a renewal of strategic assessments and political bargaining over the Middle and Far East. #### British anti-Semitism Although other factors played their part, Jonathan Schneer says that stereotypical thinking by British officials about Jews also played a role in the decision to issue the Declaration. Robert Cecil, Hugh O’Bierne and Sir Mark Sykes all held an unrealistic view of "world Jewry", the former writing "I do not think it is possible to exaggerate the international power of the Jews." Zionist representatives saw advantage in encouraging such views. James Renton concurs, writing that the British foreign policy elite, including Prime Minister David Lloyd George and Foreign Secretary A.J. Balfour, believed that Jews possessed real and significant power that could be of use to them in the war. ### Early Zionism Zionism arose in the late 19th century in reaction to anti-Semitic and exclusionary nationalist movements in Europe. Romantic nationalism in Central and Eastern Europe had helped to set off the Haskalah, or "Jewish Enlightenment", creating a split in the Jewish community between those who saw Judaism as their religion and those who saw it as their ethnicity or nation. The 1881–1884 anti-Jewish pogroms in the Russian Empire encouraged the growth of the latter identity, resulting in the formation of the Hovevei Zion pioneer organizations, the publication of Leon Pinsker's Autoemancipation, and the first major wave of Jewish immigration to Palestine – retrospectively named the "First Aliyah". In 1896, Theodor Herzl, a Jewish journalist living in Austria-Hungary, published the foundational text of political Zionism, Der Judenstaat ("The Jews' State" or "The State of the Jews"), in which he asserted that the only solution to the "Jewish Question" in Europe, including growing anti-Semitism, was the establishment of a state for the Jews. A year later, Herzl founded the Zionist Organization, which at its first congress called for the establishment of "a home for the Jewish people in Palestine secured under public law". Proposed measures to attain that goal included the promotion of Jewish settlement there, the organisation of Jews in the diaspora, the strengthening of Jewish feeling and consciousness, and preparatory steps to attain necessary governmental grants. Herzl died in 1904, 44 years before the establishment of State of Israel, the Jewish state that he proposed, without having gained the political standing required to carry out his agenda. Zionist leader Chaim Weizmann, later President of the World Zionist Organisation and first President of Israel, moved from Switzerland to the UK in 1904 and met Arthur Balfour – who had just launched his 1905–1906 election campaign after resigning as Prime Minister – in a session arranged by Charles Dreyfus, his Jewish constituency representative. Earlier that year, Balfour had successfully driven the Aliens Act through Parliament with impassioned speeches regarding the need to restrict the wave of immigration into Britain from Jews fleeing the Russian Empire. During this meeting, he asked what Weizmann's objections had been to the 1903 Uganda Scheme that Herzl had supported to provide a portion of British East Africa to the Jewish people as a homeland. The scheme, which had been proposed to Herzl by Joseph Chamberlain, Colonial Secretary in Balfour's Cabinet, following his trip to East Africa earlier in the year, had been subsequently voted down following Herzl's death by the Seventh Zionist Congress in 1905 after two years of heated debate in the Zionist Organization. Weizmann responded that he believed the English are to London as the Jews are to Jerusalem. In January 1914 Weizmann first met Baron Edmond de Rothschild, a member of the French branch of the Rothschild family and a leading proponent of the Zionist movement, in relation to a project to build a Hebrew university in Jerusalem. The Baron was not part of the World Zionist Organization, but had funded the Jewish agricultural colonies of the First Aliyah and transferred them to the Jewish Colonization Association in 1899. This connection was to bear fruit later that year when the Baron's son, James de Rothschild, requested a meeting with Weizmann on 25 November 1914, to enlist him in influencing those deemed to be receptive within the British government to their agenda of a "Jewish State" in Palestine. Through James's wife Dorothy, Weizmann was to meet Rózsika Rothschild, who introduced him to the English branch of the family – in particular her husband Charles and his older brother Walter, a zoologist and former Member of Parliament (MP). Their father, Nathan Rothschild, 1st Baron Rothschild, head of the English branch of the family, had a guarded attitude towards Zionism, but he died in March 1915 and his title was inherited by Walter. Prior to the declaration, about 8,000 of Britain's 300,000 Jews belonged to a Zionist organisation. Globally, as of 1913 – the latest known date prior to the declaration – the equivalent figure was approximately 1%. ### Ottoman Palestine The year 1916 marked four centuries since Palestine had become part of the Ottoman Empire, also known as the Turkish Empire. For most of this period, the Jewish population represented a small minority, approximately 3% of the total, with Muslims representing the largest segment of the population, and Christians the second. Ottoman government in Constantinople began to apply restrictions on Jewish immigration to Palestine in late 1882, in response to the start of the First Aliyah earlier that year. Although this immigration was creating a certain amount of tension with the local population, mainly among the merchant and notable classes, in 1901 the Sublime Porte (the Ottoman central government) gave Jews the same rights as Arabs to buy land in Palestine and the percentage of Jews in the population rose to 7% by 1914. At the same time, with growing distrust of the Young Turks (Turkish nationalists who had taken control of the Empire in 1908) and the Second Aliyah, Arab nationalism and Palestinian nationalism was on the rise; and in Palestine anti-Zionism was a characteristic that unified these forces. Historians do not know whether these strengthening forces would still have ultimately resulted in conflict in the absence of the Balfour Declaration. ### First World War #### 1914–16: Initial Zionist–British Government discussions In July 1914 war broke out in Europe between the Triple Entente (Britain, France, and the Russian Empire) and the Central Powers (Germany, Austria-Hungary, and, later that year, the Ottoman Empire). The British Cabinet first discussed Palestine at a meeting on 9 November 1914, four days after Britain's declaration of war on the Ottoman Empire, of which the Mutasarrifate of Jerusalem – often referred to as Palestine – was a component. At the meeting David Lloyd George, then Chancellor of the Exchequer, "referred to the ultimate destiny of Palestine". The Chancellor, whose law firm Lloyd George, Roberts and Co had been engaged a decade before by the Zionist Federation of Great Britain and Ireland to work on the Uganda Scheme, was to become Prime Minister by the time of the declaration, and was ultimately responsible for it. Weizmann's political efforts picked up speed, and on 10 December 1914 he met with Herbert Samuel, a British Cabinet member and a secular Jew who had studied Zionism; Samuel believed Weizmann's demands were too modest. Two days later, Weizmann met Balfour again, for the first time since their initial meeting in 1905; Balfour had been out of government ever since his electoral defeat in 1906, but remained a senior member of the Conservative Party in their role as Official Opposition. A month later, Samuel circulated a memorandum entitled The Future of Palestine to his Cabinet colleagues. The memorandum stated: "I am assured that the solution of the problem of Palestine which would be much the most welcome to the leaders and supporters of the Zionist movement throughout the world would be the annexation of the country to the British Empire". Samuel discussed a copy of his memorandum with Nathan Rothschild in February 1915, a month before the latter's death. It was the first time in an official record that enlisting the support of Jews as a war measure had been proposed. Many further discussions followed, including the initial meetings in 1915–16 between Lloyd George, who had been appointed Minister of Munitions in May 1915, and Weizmann, who was appointed as a scientific advisor to the ministry in September 1915. Seventeen years later, in his War Memoirs, Lloyd George described these meetings as being the "fount and origin" of the declaration; historians have rejected this claim. #### 1915–16: Prior British commitments over Palestine In late 1915 the British High Commissioner to Egypt, Henry McMahon, exchanged ten letters with Hussein bin Ali, Sharif of Mecca, in which he promised Hussein to recognize Arab independence "in the limits and boundaries proposed by the Sherif of Mecca" in return for Hussein launching a revolt against the Ottoman Empire. The pledge excluded "portions of Syria" lying to the west of "the districts of Damascus, Homs, Hama and Aleppo". In the decades after the war, the extent of this coastal exclusion was hotly disputed since Palestine lay to the southwest of Damascus and was not explicitly mentioned. The Arab Revolt was launched on June 5th, 1916, on the basis of the quid pro quo agreement in the correspondence. However, less than three weeks earlier the governments of the United Kingdom, France, and Russia secretly concluded the Sykes–Picot Agreement, which Balfour described later as a "wholly new method" for dividing the region, after the 1915 agreement "seems to have been forgotten". This Anglo-French treaty was negotiated in late 1915 and early 1916 between Sir Mark Sykes and François Georges-Picot, with the primary arrangements being set out in draft form in a joint memorandum on 5 January 1916. Sykes was a British Conservative MP who had risen to a position of significant influence on Britain's Middle East policy, beginning with his seat on the 1915 De Bunsen Committee and his initiative to create the Arab Bureau. Picot was a French diplomat and former consul-general in Beirut. Their agreement defined the proposed spheres of influence and control in Western Asia should the Triple Entente succeed in defeating the Ottoman Empire during World War I, dividing many Arab territories into British- and French-administered areas. In Palestine, internationalisation was proposed, with the form of administration to be confirmed after consultation with both Russia and Hussein; the January draft noted Christian and Muslim interests, and that "members of the Jewish community throughout the world have a conscientious and sentimental interest in the future of the country." Prior to this point, no active negotiations with Zionists had taken place, but Sykes had been aware of Zionism, was in contact with Moses Gaster – a former President of the English Zionist Federation – and may have seen Samuel's 1915 memorandum. On 3 March, while Sykes and Picot were still in Petrograd, Lucien Wolf (secretary of the Foreign Conjoint Committee, set up by Jewish organizations to further the interests of foreign Jews) submitted to the Foreign Office, the draft of an assurance (formula) that could be issued by the allies in support of Jewish aspirations: > In the event of Palestine coming within the spheres of influence of Great Britain or France at the close of the war, the governments of those powers will not fail to take account of the historic interest that country possesses for the Jewish community. The Jewish population will be secured in the enjoyment of civil and religious liberty, equal political rights with the rest of the population, reasonable facilities for immigration and colonisation, and such municipal privileges in the towns and colonies inhabited by them as may be shown to be necessary. On 11 March, telegrams were sent in Grey's name to Britain's Russian and French ambassadors for transmission to Russian and French authorities, including the formula, as well as: > The scheme might be made far more attractive to the majority of Jews if it held out to them the prospect that when in course of time the Jewish colonists in Palestine grow strong enough to cope with the Arab population they may be allowed to take the management of the internal affairs of Palestine (with the exception of Jerusalem and the holy places) into their own hands. Sykes, having seen the telegram, had discussions with Picot and proposed (making reference to Samuel's memorandum) the creation of an Arab Sultanate under French and British protection, some means of administering the holy places along with the establishment of a company to purchase land for Jewish colonists, who would then become citizens with equal rights to Arabs. Shortly after returning from Petrograd, Sykes briefed Samuel, who then briefed a meeting of Gaster, Weizmann and Sokolow. Gaster recorded in his diary on 16 April 1916: "We are offered French-English condominium in Palest[ine]. Arab Prince to conciliate Arab sentiment and as part of the Constitution a Charter to Zionists for which England would stand guarantee and which would stand by us in every case of friction ... It practically comes to a complete realisation of our Zionist programme. However, we insisted on: national character of Charter, freedom of immigration and internal autonomy, and at the same time full rights of citizenship to [illegible] and Jews in Palestine." In Sykes' mind, the agreement which bore his name was outdated even before it was signed – in March 1916, he wrote in a private letter: "to my mind the Zionists are now the key of the situation". In the event, neither the French nor the Russians were enthusiastic about the proposed formulation and eventually on 4 July, Wolf was informed that "the present moment is inopportune for making any announcement." These wartime initiatives, inclusive of the declaration, are frequently considered together by historians because of the potential, real or imagined, for incompatibility between them, particularly in regard to the disposition of Palestine. In the words of Professor Albert Hourani, founder of the Middle East Centre at St Antony's College, Oxford: "The argument about the interpretation of these agreements is one which is impossible to end, because they were intended to bear more than one interpretation." #### 1916–17: Change in British Government In terms of British politics, the declaration resulted from the coming into power of Lloyd George and his Cabinet, which had replaced the H. H. Asquith led-Cabinet in December 1916. Whilst both Prime Ministers were Liberals and both governments were wartime coalitions, Lloyd George and Balfour, appointed as his Foreign Secretary, favoured a post-war partition of the Ottoman Empire as a major British war aim, whereas Asquith and his Foreign Secretary, Sir Edward Grey, had favoured its reform. Two days after taking office, Lloyd George told General Robertson, the Chief of the Imperial General Staff, that he wanted a major victory, preferably the capture of Jerusalem, to impress British public opinion, and immediately consulted his War Cabinet about a "further campaign into Palestine when El Arish had been secured." Subsequent pressure from Lloyd George, over the reservations of Robertson, resulted in the recapture of the Sinai for British-controlled Egypt, and, with the capture of El Arish in December 1916 and Rafah in January 1917, the arrival of British forces at the southern borders of the Ottoman Empire. Following two unsuccessful attempts to capture Gaza between 26 March and 19 April, a six-month stalemate in Southern Palestine began; the Sinai and Palestine Campaign would not make any progress into Palestine until 31 October 1917. #### 1917: British-Zionist formal negotiations Following the change in government, Sykes was promoted into the War Cabinet Secretariat with responsibility for Middle Eastern affairs. In January 1917, despite having previously built a relationship with Moses Gaster, he began looking to meet other Zionist leaders; by the end of the month he had been introduced to Weizmann and his associate Nahum Sokolow, a journalist and executive of the World Zionist Organization who had moved to Britain at the beginning of the war. On 7 February 1917, Sykes, claiming to be acting in a private capacity, entered into substantive discussions with the Zionist leadership. The previous British correspondence with "the Arabs" was discussed at the meeting; Sokolow's notes record Sykes' description that "The Arabs professed that language must be the measure [by which control of Palestine should be determined] and [by that measure] could claim all Syria and Palestine. Still the Arabs could be managed, particularly if they received Jewish support in other matters." At this point the Zionists were still unaware of the Sykes-Picot Agreement, although they had their suspicions. One of Sykes' goals was the mobilization of Zionism to the cause of British suzerainty in Palestine, so as to have arguments to put to France in support of that objective. #### Late 1917: Progress of the wider war During the period of the British War Cabinet discussions leading up to the declaration, the war had reached a period of stalemate. On the Western Front the tide would first turn in favour of the Central Powers in spring 1918, before decisively turning in favour of the Allies from July 1918 onwards. Although the United States declared war on Germany in the spring of 1917, it did not suffer its first casualties until 2 November 1917, at which point President Woodrow Wilson still hoped to avoid dispatching large contingents of troops into the war. The Russian forces were known to be distracted by the ongoing Russian Revolution and the growing support for the Bolshevik faction, but Alexander Kerensky's Provisional Government had remained in the war; Russia only withdrew after the final stage of the revolution on 7 November 1917. ## Approvals ### April to June: Allied discussions Balfour met Weizmann at the Foreign Office on 22 March 1917; two days later, Weizmann described the meeting as being "the first time I had a real business talk with him". Weizmann explained at the meeting that the Zionists had a preference for a British protectorate over Palestine, as opposed to an American, French or international arrangement; Balfour agreed, but warned that "there may be difficulties with France and Italy". The French position in regard to Palestine and the wider Syria region during the lead up to the Balfour Declaration was largely dictated by the terms of the Sykes-Picot Agreement and was complicated from 23 November 1915 by increasing French awareness of the British discussions with the Sherif of Mecca. Prior to 1917, the British had led the fighting on the southern border of the Ottoman Empire alone, given their neighbouring Egyptian colony and the French preoccupation with the fighting on the Western Front that was taking place on their own soil. Italy's participation in the war, which began following the April 1915 Treaty of London, did not include involvement in the Middle Eastern sphere until the April 1917 Agreement of Saint-Jean-de-Maurienne; at this conference, Lloyd George had raised the question of a British protectorate of Palestine and the idea "had been very coldly received" by the French and the Italians. In May and June 1917, the French and Italians sent detachments to support the British as they built their reinforcements in preparation for a renewed attack on Palestine. In early April, Sykes and Picot were appointed to act as the chief negotiators once more, this time on a month-long mission to the Middle East for further discussions with the Sherif of Mecca and other Arab leaders. On 3 April 1917, Sykes met with Lloyd George, Lord Curzon and Maurice Hankey to receive his instructions in this regard, namely to keep the French onside while "not prejudicing the Zionist movement and the possibility of its development under British auspices, [and not] enter into any political pledges to the Arabs, and particularly none in regard to Palestine". Before travelling to the Middle East, Picot, via Sykes, invited Nahum Sokolow to Paris to educate the French government on Zionism. Sykes, who had prepared the way in correspondence with Picot, arrived a few days after Sokolow; in the meantime, Sokolow had met Picot and other French officials, and convinced the French Foreign Office to accept for study a statement of Zionist aims "in regard to facilities of colonization, communal autonomy, rights of language and establishment of a Jewish chartered company." Sykes went on ahead to Italy and had meetings with the British ambassador and British Vatican representative to prepare the way for Sokolow once again. Sokolow was granted an audience with Pope Benedict XV on 6 May 1917. Sokolow's notes of the meeting – the only meeting records known to historians – stated that the Pope expressed general sympathy and support for the Zionist project. On 21 May 1917 Angelo Sereni, president of the Committee of the Jewish Communities, presented Sokolow to Sidney Sonnino, the Italian Minister of Foreign Affairs. He was also received by Paolo Boselli, the Italian prime minister. Sonnino arranged for the secretary general of the ministry to send a letter to the effect that, although he could not express himself on the merits of a program which concerned all the allies, "generally speaking" he was not opposed to the legitimate claims of the Jews. On his return journey, Sokolow met with French leaders again and secured a letter dated 4 June 1917, giving assurances of sympathy towards the Zionist cause by Jules Cambon, head of the political section of the French foreign ministry. This letter was not published, but was deposited at the British Foreign Office. Following the United States' entry into the war on 6 April, the British Foreign Secretary led the Balfour Mission to Washington, D.C., and New York, where he spent a month between mid-April and mid-May. During the trip he spent significant time discussing Zionism with Louis Brandeis, a leading Zionist and a close ally of Wilson who had been appointed as a Supreme Court Justice a year previously. ### June and July: Decision to prepare a declaration By 13 June 1917, it was acknowledged by Ronald Graham, head of the Foreign Office's Middle Eastern affairs department, that the three most relevant politicians – the Prime Minister, the Foreign Secretary, and the Parliamentary Under-Secretary of State for Foreign Affairs, Lord Robert Cecil – were all in favour of Britain supporting the Zionist movement; on the same day Weizmann had written to Graham to advocate for a public declaration. Six days later, at a meeting on 19 June, Balfour asked Lord Rothschild and Weizmann to submit a formula for a declaration. Over the next few weeks, a 143-word draft was prepared by the Zionist negotiating committee, but it was considered too specific on sensitive areas by Sykes, Graham and Rothschild. Separately, a very different draft had been prepared by the Foreign Office, described in 1961 by Harold Nicolson – who had been involved in preparing the draft – as proposing a "sanctuary for Jewish victims of persecution". The Foreign Office draft was strongly opposed by the Zionists, and was discarded; no copy of the draft has been found in the Foreign Office archives. Following further discussion, a revised – and at just 46 words in length, much shorter – draft declaration was prepared and sent by Lord Rothschild to Balfour on 18 July. It was received by the Foreign Office, and the matter was brought to the Cabinet for formal consideration. ### September and October: American consent and War Cabinet approval The decision to release the declaration was taken by the British War Cabinet on 31 October 1917. This followed discussion at four War Cabinet meetings (including the 31 October meeting) over the space of the previous two months. In order to aid the discussions, the War Cabinet Secretariat, led by Maurice Hankey, the Cabinet Secretary and supported by his Assistant Secretaries – primarily Sykes and his fellow Conservative MP and pro-Zionist Leo Amery – solicited outside perspectives to put before the Cabinet. These included the views of government ministers, war allies – notably from President Woodrow Wilson – and in October, formal submissions from six Zionist leaders and four non-Zionist Jews. British officials asked President Wilson for his consent on the matter on two occasions – first on 3 September, when he replied the time was not ripe, and later on 6 October, when he agreed with the release of the declaration. Excerpts from the minutes of these four War Cabinet meetings provide a description of the primary factors that the ministers considered: - 3 September 1917: "With reference to a suggestion that the matter might be postponed, [Balfour] pointed out that this was a question on which the Foreign Office had been very strongly pressed for a long time past. There was a very strong and enthusiastic organisation, more particularly in the United States, who were zealous in this matter, and his belief was that it would be of most substantial assistance to the Allies to have the earnestness and enthusiasm of these people enlisted on our side. To do nothing was to risk a direct breach with them, and it was necessary to face this situation." - 4 October 1917: "... [Balfour] stated that the German Government were making great efforts to capture the sympathy of the Zionist Movement. This Movement, though opposed by a number of wealthy Jews in this country, had behind it the support of a majority of Jews, at all events in Russia and America, and possibly in other countries ... Mr. Balfour then read a very sympathetic declaration by the French Government which had been conveyed to the Zionists, and he stated that he knew that President Wilson was extremely favourable to the Movement." - 25 October 1917: "... the Secretary mentioned that he was being pressed by the Foreign Office to bring forward the question of Zionism, an early settlement of which was regarded as of great importance." - 31 October 1917: "[Balfour] stated that he gathered that everyone was now agreed that, from a purely diplomatic and political point of view, it was desirable that some declaration favourable to the aspirations of the Jewish nationalists should now be made. The vast majority of Jews in Russia and America, as, indeed, all over the world, now appeared to be favourable to Zionism. If we could make a declaration favourable to such an ideal, we should be able to carry on extremely useful propaganda both in Russia and America." ## Drafting Declassification of British government archives has allowed scholars to piece together the choreography of the drafting of the declaration; in his widely cited 1961 book, Leonard Stein published four previous drafts of the declaration. The drafting began with Weizmann's guidance to the Zionist drafting team on its objectives in a letter dated 20 June 1917, one day following his meeting with Rothschild and Balfour. He proposed that the declaration from the British government should state: "its conviction, its desire or its intention to support Zionist aims for the creation of a Jewish national home in Palestine; no reference must be made I think to the question of the Suzerain Power because that would land the British into difficulties with the French; it must be a Zionist declaration." A month after the receipt of the much-reduced 12 July draft from Rothschild, Balfour proposed a number of mainly technical amendments. The two subsequent drafts included much more substantial amendments: the first in a late August draft by Lord Milner – one of the original five members of Lloyd George's War Cabinet as a minister without portfolio – which reduced the geographic scope from all of Palestine to "in Palestine", and the second from Milner and Amery in early October, which added the two "safeguard clauses". Subsequent authors have debated who the "primary author" really was. In his posthumously published 1981 book The Anglo-American Establishment, Georgetown University history professor Carroll Quigley explained his view that Lord Milner was the primary author of the declaration, and more recently, William D. Rubinstein, Professor of Modern History at Aberystwyth University, Wales, proposed Amery instead. Huneidi wrote that Ormsby-Gore, in a report he prepared for Shuckburgh, claimed authorship, together with Amery, of the final draft form. ## Key issues The agreed version of the declaration, a single sentence of just 67 words, was sent on 2 November 1917 in a short letter from Balfour to Walter Rothschild, for transmission to the Zionist Federation of Great Britain and Ireland. The declaration contained four clauses, of which the first two promised to support "the establishment in Palestine of a national home for the Jewish people", followed by two "safeguard clauses" with respect to "the civil and religious rights of existing non-Jewish communities in Palestine", and "the rights and political status enjoyed by Jews in any other country". ### The "national home for the Jewish people" vs. Jewish state The term "national home" was intentionally ambiguous, having no legal value or precedent in international law, such that its meaning was unclear when compared to other terms such as "state". The term was intentionally used instead of "state" because of opposition to the Zionist program within the British Cabinet. According to historian Norman Rose, the chief architects of the declaration contemplated that a Jewish State would emerge in time while the Palestine Royal Commission concluded that the wording was "the outcome of a compromise between those Ministers who contemplated the ultimate establishment of a Jewish State and those who did not." Interpretation of the wording has been sought in the correspondence leading to the final version of the declaration. An official report to the War Cabinet sent by Sykes on 22 September said that the Zionists did not want "to set up a Jewish Republic or any other form of state in Palestine or in any part of Palestine" but rather preferred some form of protectorate as provided in the Palestine Mandate. A month later, Curzon produced a memorandum circulated on 26 October 1917 where he addressed two questions, the first concerning the meaning of the phrase "a National Home for the Jewish race in Palestine"; he noted that there were different opinions ranging from a fully fledged state to a merely spiritual centre for the Jews. Sections of the British press assumed that a Jewish state was intended even before the Declaration was finalized. In the United States the press began using the terms "Jewish National Home", "Jewish State", "Jewish republic" and "Jewish Commonwealth" interchangeably. Treaty expert David Hunter Miller, who was at the conference and subsequently compiled a 22 volume compendium of documents, provides a report of the Intelligence Section of the American Delegation to the Paris Peace Conference of 1919 which recommended that "there be established a separate state in Palestine," and that "it will be the policy of the League of Nations to recognize Palestine as a Jewish state, as soon as it is a Jewish state in fact." The report further advised that an independent Palestinian state under a British League of Nations mandate be created. Jewish settlement would be allowed and encouraged in this state and this state's holy sites would be under the control of the League of Nations. Indeed, the Inquiry spoke positively about the possibility of a Jewish state eventually being created in Palestine if the necessary demographics for this were to exist. Historian Matthew Jacobs later wrote that the US approach was hampered by the "general absence of specialist knowledge about the region" and that "like much of the Inquiry's work on the Middle East, the reports on Palestine were deeply flawed" and "presupposed a particular outcome of the conflict". He quotes Miller, writing about one report on the history and impact of Zionism, "absolutely inadequate from any standpoint and must be regarded as nothing more than material for a future report". Lord Robert Cecil on 2 December 1917, assured an audience that the government fully intended that "Judea [was] for the Jews." Yair Auron opines that Cecil, then a deputy Foreign Secretary representing the British Government at a celebratory gathering of the English Zionist Federation, "possibly went beyond his official brief" in saying (he cites Stein) "Our wish is that Arabian countries shall be for the Arabs, Armenia for the Armenians and Judaea for the Jews". The following October Neville Chamberlain, while chairing a Zionist meeting, discussed a "new Jewish State." At the time, Chamberlain was a Member of Parliament for Ladywood, Birmingham; recalling the event in 1939, just after Chamberlain had approved the 1939 White Paper, the Jewish Telegraph Agency noted that the Prime Minister had "experienced a pronounced change of mind in the 21 years intervening" A year later, on the Declaration's second anniversary, General Jan Smuts said that Britain "would redeem her pledge ... and a great Jewish state would ultimately rise." In similar vein, Churchill a few months later stated: > If, as may well happen, there should be created in our own lifetime by the banks of the Jordan a Jewish State under the protection of the British Crown which might comprise three or four millions of Jews, an event will have occurred in the history of the world which would from every point of view be beneficial. At the 22 June 1921 meeting of the Imperial Cabinet, Churchill was asked by Arthur Meighen, the Canadian Prime Minister, about the meaning of the national home. Churchill said "If in the course of many years they become a majority in the country, they naturally would take it over ... pro rata with the Arab. We made an equal pledge that we would not turn the Arab off his land or invade his political and social rights". Responding to Curzon in January 1919, Balfour wrote "Weizmann has never put forward a claim for the Jewish Government of Palestine. Such a claim in my opinion is clearly inadmissible and personally I do not think we should go further than the original declaration which I made to Lord Rothschild". In February 1919, France issued a statement that it would not oppose putting Palestine under British trusteeship and the formation of a Jewish State. Friedman further notes that France's attitude went on to change; Yehuda Blum, while discussing France's "unfriendly attitude towards the Jewish national movement", notes the content of a report made by Robert Vansittart (a leading member of the British delegation to the Paris Peace Conference) to Curzon in November 1920 which said: > [The French] had agreed to a Jewish National Home (capitalized in the source), not a Jewish State. They considered we were steering straight upon the latter, and the very last thing they would do was to enlarge that State for they totally disapproved our policy. Greece's Foreign Minister told the editor of the Salonica Jewish organ Pro-Israel that "the establishment of a Jewish State meets in Greece with full and sincere sympathy ... A Jewish Palestine would become an ally of Greece." In Switzerland, a number of noted historians including professors Tobler, Forel-Yvorne, and Rogaz, supported the idea of establishing a Jewish state, with one referring to it as "a sacred right of the Jews." While in Germany, officials and most of the press took the Declaration to mean a British sponsored state for the Jews. The British government, including Churchill, made it clear that the Declaration did not intend for the whole of Palestine to be converted into a Jewish National Home, "but that such a Home should be founded in Palestine." Emir Faisal, King of Syria and Iraq, made a formal written agreement with Zionist leader Chaim Weizmann, which was drafted by T.E. Lawrence, whereby they would try to establish a peaceful relationship between Arabs and Jews in Palestine. The 3 January 1919 Faisal–Weizmann Agreement was a short-lived agreement for Arab–Jewish cooperation on the development of a Jewish homeland in Palestine. Faisal did treat Palestine differently in his presentation to the Peace Conference on 6 February 1919 saying "Palestine, for its universal character, [should be] left on one side for the mutual consideration of all parties concerned". The agreement was never implemented. In a subsequent letter written in English by Lawrence for Faisal's signature, he explained: > We feel that the Arabs and Jews are cousins in race, suffering similar oppression at the hands of powers stronger than themselves, and by a happy coincidence have been able to take the first step toward the attainment of their national ideals together. We Arabs, especially the educated among us, look with deepest sympathy on the Zionist movement ... We will do our best, in so far as we are concerned, to help them through; we will wish the Jews a most hearty welcome home. When the letter was tabled at the Shaw Commission in 1929, Rustam Haidar spoke to Faisal in Baghdad and cabled that Faisal had "no recollection that he wrote anything of the sort". In January 1930, Haidar wrote to a newspaper in Baghdad that Faisal: "finds it exceedingly strange that such a matter is attributed to him as he at no time would consider allowing any foreign nation to share in an Arab country". Awni Abd al-Hadi, Faisal's secretary, wrote in his memoirs that he was not aware that a meeting between Frankfurter and Faisal took place and that: "I believe that this letter, assuming that it is authentic, was written by Lawrence, and that Lawrence signed it in English on behalf of Faisal. I believe this letter is part of the false claims made by Chaim Weizmann and Lawrence to lead astray public opinion." According to Allawi, the most likely explanation for the Frankfurter letter is that a meeting took place, a letter was drafted in English by Lawrence, but that its "contents were not entirely made clear to Faisal. He then may or may not have been induced to sign it", since it ran counter to Faisal's other public and private statements at the time. A 1 March interview by Le Matin quoted Faisal as saying: > This feeling of respect for other religions dictates my opinion about Palestine, our neighbor. That the unhappy Jews come to reside there and behave as good citizens of this country, our humanity rejoices given that they are placed under a Muslim or Christian government mandated by The League of Nations. If they want to constitute a state and claim sovereign rights in this region, I foresee very serious dangers. It is to be feared that there will be a conflict between them and the other races. Referring to his 1922 White Paper, Churchill later wrote that "there is nothing in it to prohibit the ultimate establishment of a Jewish State." And in private, many British officials agreed with the Zionists' interpretation that a state would be established when a Jewish majority was achieved. When Chaim Weizmann met with Churchill, Lloyd George and Balfour at Balfour's home in London on 21 July 1921, Lloyd George and Balfour assured Weizmann "that by the Declaration they had always meant an eventual Jewish State," according to Weizmann minutes of that meeting. Lloyd George stated in 1937 that it was intended that Palestine would become a Jewish Commonwealth if and when Jews "had become a definite majority of the inhabitants", and Leo Amery echoed the same position in 1946. In the UNSCOP report of 1947, the issue of home versus state was subjected to scrutiny arriving at a similar conclusion to that of Lloyd George. ### Scope of the national home "in Palestine" The statement that such a homeland would be found "in Palestine" rather than "of Palestine" was also deliberate. The proposed draft of the declaration contained in Rothschild's 12 July letter to Balfour referred to the principle "that Palestine should be reconstituted as the National Home of the Jewish people." In the final text, following Lord Milner's amendment, the word "reconstituted" was removed and the word "that" was replaced with "in". This text thereby avoided committing the entirety of Palestine as the National Home of the Jewish people, resulting in controversy in future years over the intended scope, especially the Revisionist Zionism sector, which claimed entirety of Mandatory Palestine and Emirate of Transjordan as Jewish Homeland This was clarified by the 1922 Churchill White Paper, which wrote that "the terms of the declaration referred to do not contemplate that Palestine as a whole should be converted into a Jewish National Home, but that such a Home should be founded 'in Palestine.'" The declaration did not include any geographical boundaries for Palestine. Following the end of the war, three documents – the declaration, the Hussein-McMahon Correspondence and the Sykes-Picot Agreement – became the basis for the negotiations to set the boundaries of Palestine. ### Civil and religious rights of non-Jewish communities in Palestine The declaration's first safeguard clause referred to protecting the civil and religious rights of non-Jews in Palestine. The clause had been drafted together with the second safeguard by Leo Amery in consultation with Lord Milner, with the intention to "go a reasonable distance to meeting the objectors, both Jewish and pro-Arab, without impairing the substance of the proposed declaration". The "non-Jews" constituted 90% of the population of Palestine; in the words of Ronald Storrs, Britain's Military Governor of Jerusalem between 1917 and 1920, the community observed that they had been "not so much as named, either as Arabs, Moslems or Christians, but were lumped together under the negative and humiliating definition of 'Non-Jewish Communities' and relegated to subordinate provisos". The community also noted that there was no reference to protecting their "political status" or political rights, as there was in the subsequent safeguard relating to Jews in other countries. This protection was frequently contrasted against the commitment to the Jewish community, and over the years a variety of terms were used to refer to these two obligations as a pair; a particularly heated question was whether these two obligations had "equal weight", and in 1930 this equal status was confirmed by the Permanent Mandates Commission and by the British government in the Passfield white paper. Balfour stated in February 1919 that Palestine was considered an exceptional case in which, referring to the local population, "we deliberately and rightly decline to accept the principle of self-determination," although he considered that the policy provided self-determination to Jews. Avi Shlaim considers this the declaration's "greatest contradiction". This principle of self-determination had been declared on numerous occasions subsequent to the declaration – President Wilson's January 1918 Fourteen Points, McMahon's Declaration to the Seven in June 1918, the November 1918 Anglo-French Declaration, and the June 1919 Covenant of the League of Nations that had established the mandate system. In an August 1919 memo Balfour acknowledged the inconsistency among these statements, and further explained that the British had no intention of consulting the existing population of Palestine. The results of the ongoing American King–Crane Commission of Enquiry consultation of the local population – from which the British had withdrawn – were suppressed for three years until the report was leaked in 1922. Subsequent British governments have acknowledged this deficiency, in particular the 1939 committee led by the Lord Chancellor, Frederic Maugham, which concluded that the government had not been "free to dispose of Palestine without regard for the wishes and interests of the inhabitants of Palestine", and the April 2017 statement by British Foreign Office minister of state Baroness Anelay that the government acknowledged that "the Declaration should have called for the protection of political rights of the non-Jewish communities in Palestine, particularly their right to self-determination." ### Rights and political status of Jews in other countries The second safeguard clause was a commitment that nothing should be done which might prejudice the rights of the Jewish communities in other countries outside of Palestine. The original drafts of Rothschild, Balfour, and Milner did not include this safeguard, which was drafted together with the preceding safeguard in early October, in order to reflect opposition from influential members of the Anglo-Jewish community. Lord Rothschild took exception to the proviso on the basis that it presupposed the possibility of a danger to non-Zionists, which he denied. The Conjoint Foreign Committee of the Board of Deputies of British Jews and the Anglo-Jewish Association had published a letter in The Times on 24 May 1917 entitled Views of Anglo-Jewry, signed by the two organisations' presidents, David Lindo Alexander and Claude Montefiore, stating their view that: "the establishment of a Jewish nationality in Palestine, founded on this theory of homelessness, must have the effect throughout the world of stamping the Jews as strangers in their native lands, and of undermining their hard-won position as citizens and nationals of these lands." This was followed in late August by Edwin Montagu, an influential anti-Zionist Jew and Secretary of State for India, and the only Jewish member of the British Cabinet, who wrote in a Cabinet memorandum that: "The policy of His Majesty's Government is anti-Semitic in result and will prove a rallying ground for anti-Semites in every country of the world." ## Reaction The text of the declaration was published in the press one week after it was signed, on 9 November 1917. Other related events took place within a short timeframe, the two most relevant being the almost immediate British military capture of Palestine and the leaking of the previously secret Sykes-Picot Agreement. On the military side, both Gaza and Jaffa fell within several days, and Jerusalem was surrendered to the British on 9 December. The publication of the Sykes–Picot Agreement, following the Russian Revolution, in the Bolshevik Izvestia and Pravda on 23 November 1917 and in the British Manchester Guardian on 26 November 1917, represented a dramatic moment for the Allies' Eastern campaign: "the British were embarrassed, the Arabs dismayed and the Turks delighted." The Zionists had been aware of the outlines of the agreement since April and specifically the part relevant to Palestine, following a meeting between Weizmann and Cecil where Weizmann made very clear his objections to the proposed scheme. ### Zionist reaction The declaration represented the first public support for Zionism by a major political power – its publication galvanized Zionism, which finally had obtained an official charter. In addition to its publication in major newspapers, leaflets were circulated throughout Jewish communities. These leaflets were airdropped over Jewish communities in Germany and Austria, as well as the Pale of Settlement, which had been given to the Central Powers following the Russian withdrawal. Weizmann had argued that the declaration would have three effects: it would swing Russia to maintain pressure on Germany's Eastern Front, since Jews had been prominent in the March Revolution of 1917; it would rally the large Jewish community in the United States to press for greater funding for the American war effort, underway since April of that year; and, lastly, that it would undermine German Jewish support for Kaiser Wilhelm II. The declaration spurred an unintended and extraordinary increase in the number of adherents of American Zionism; in 1914 the 200 American Zionist societies comprised a total of 7,500 members, which grew to 30,000 members in 600 societies in 1918 and 149,000 members in 1919. Whilst the British had considered that the declaration reflected a previously established dominance of the Zionist position in Jewish thought, it was the declaration itself that was subsequently responsible for Zionism's legitimacy and leadership. Exactly one month after the declaration was issued, a large-scale celebration took place at the Royal Opera House – speeches were given by leading Zionists as well as members of the British administration including Sykes and Cecil. From 1918 until the Second World War, Jews in Mandatory Palestine celebrated Balfour Day as an annual national holiday on 2 November. The celebrations included ceremonies in schools and other public institutions and festive articles in the Hebrew press. In August 1919 Balfour approved Weizmann's request to name the first post-war settlement in Mandatory Palestine, "Balfouria", in his honour. It was intended to be a model settlement for future American Jewish activity in Palestine. Herbert Samuel, the Zionist MP whose 1915 memorandum had framed the start of discussions in the British Cabinet, was asked by Lloyd George on 24 April 1920 to act as the first civil governor of British Palestine, replacing the previous military administration that had ruled the area since the war. Shortly after beginning the role in July 1920, he was invited to read the haftarah from Isaiah 40 at the Hurva Synagogue in Jerusalem, which, according to his memoirs, led the congregation of older settlers to feel that the "fulfilment of ancient prophecy might at last be at hand". ### Opposition in Palestine The local Christian and Muslim community of Palestine, who constituted almost 90% of the population, strongly opposed the declaration. As described by the Palestinian-American philosopher Edward Said in 1979, it was perceived as being made: "(a) by a European power, (b) about a non-European territory, (c) in a flat disregard of both the presence and the wishes of the native majority resident in that territory, and (d) it took the form of a promise about this same territory to another foreign group." According to the 1919 King–Crane Commission, "No British officer, consulted by the Commissioners, believed that the Zionist programme could be carried out except by force of arms." A delegation of the Muslim-Christian Association, headed by Musa al-Husayni, expressed public disapproval on 3 November 1918, one day after the Zionist Commission parade marking the first anniversary of the Balfour Declaration. They handed a petition signed by more than 100 notables to Ronald Storrs, the British military governor: > We have noticed yesterday a large crowd of Jews carrying banners and over-running the streets shouting words which hurt the feeling and wound the soul. They pretend with open voice that Palestine, which is the Holy Land of our fathers and the graveyard of our ancestors, which has been inhabited by the Arabs for long ages, who loved it and died in defending it, is now a national home for them ... We Arabs, Muslim and Christian, have always sympathized profoundly with the persecuted Jews and their misfortunes in other countries ... but there is wide difference between such sympathy and the acceptance of such a nation ... ruling over us and disposing of our affairs. The group also protested the carrying of new "white and blue banners with two inverted triangles in the middle", drawing the attention of the British authorities to the serious consequences of any political implications in raising the banners. Later that month, on the first anniversary of the occupation of Jaffa by the British, the Muslim-Christian Association sent a lengthy memorandum and petition to the military governor protesting once more any formation of a Jewish state. The majority of Britain's military leaders considered Balfour's declaration either a mistake, or one that presented grave risks. ### Broader Arab response In the broader Arab world, the declaration was seen as a betrayal of the British wartime understandings with the Arabs. The Sharif of Mecca and other Arab leaders considered the declaration a violation of a previous commitment made in the McMahon–Hussein correspondence in exchange for launching the Arab Revolt. Following the publication of the declaration in an Egyptian newspaper, Al Muqattam, the British dispatched Commander David George Hogarth to see Hussein in January 1918 bearing the message that the "political and economic freedom" of the Palestinian population was not in question. Hogarth reported that Hussein "would not accept an independent Jewish State in Palestine, nor was I instructed to warn him that such a state was contemplated by Great Britain". Hussein had also learned of the Sykes–Picot Agreement when it was leaked by the new Soviet government in December 1917, but was satisfied by two disingenuous messages from Sir Reginald Wingate, who had replaced McMahon as High Commissioner of Egypt, assuring him that the British commitments to the Arabs were still valid and that the Sykes–Picot Agreement was not a formal treaty. Continuing Arab disquiet over Allied intentions also led during 1918 to the British Declaration to the Seven and the Anglo-French Declaration, the latter promising "the complete and final liberation of the peoples who have for so long been oppressed by the Turks, and the setting up of national governments and administrations deriving their authority from the free exercise of the initiative and choice of the indigenous populations". In 1919, King Hussein refused to ratify the Treaty of Versailles. After February, 1920, the British ceased to pay subsidy to him. In August 1920, five days after the signing of the Treaty of Sèvres, which formally recognized the Kingdom of Hejaz, Curzon asked Cairo to procure Hussein's signature to both treaties and agreed to make a payment of £30,000 conditional on signature. Hussein declined and in 1921, stated that he could not be expected to "affix his name to a document assigning Palestine to the Zionists and Syria to foreigners." Following the 1921 Cairo Conference, Lawrence was sent to try and obtain the King's signature to a treaty as well as to Versailles and Sèvres, a £60,000 annual subsidy being proposed; this attempt also failed. During 1923, the British made one further attempt to settle outstanding issues with Hussein and once again, the attempt foundered, Hussein continued in his refusal to recognize the Balfour Declaration or any of the Mandates that he perceived as being his domain. In March 1924, having briefly considered the possibility of removing the offending article from the treaty, the government suspended any further negotiations; within six months they withdrew their support in favour of their central Arabian ally Ibn Saud, who proceeded to conquer Hussein's kingdom. ### Allies and Associated Powers The declaration was first endorsed by a foreign government on 27 December 1917, when Serbian Zionist leader and diplomat David Albala announced the support of Serbia's government in exile during a mission to the United States. The French and Italian governments offered their endorsements, on 14 February and 9 May 1918, respectively. At a private meeting in London on 1 December 1918, Lloyd George and French Prime Minister Georges Clemenceau agreed to certain modifications to the Sykes-Picot Agreement, including British control of Palestine. On 25 April 1920, the San Remo conference – an outgrowth of the Paris Peace Conference attended by the prime ministers of Britain, France and Italy, the Japanese Ambassador to France, and the United States Ambassador to Italy – established the basic terms for three League of Nations mandates: a French mandate for Syria, and British mandates for Mesopotamia and Palestine. With respect to Palestine, the resolution stated that the British were responsible for putting into effect the terms of the Balfour Declaration. The French and the Italians made clear their dislike of the "Zionist cast of the Palestinian mandate" and objected especially to language that did not safeguard the "political" rights of non-Jews, accepting Curzon's claim that "in the British language all ordinary rights were included in "civil rights"". At the request of France, it was agreed that an undertaking was to be inserted in the mandate's procès-verbal that this would not involve the surrender of the rights hitherto enjoyed by the non-Jewish communities in Palestine. The Italian endorsement of the Declaration had included the condition "... on the understanding that there is no prejudice against the legal and political status of the already existing religious communities ..." (in Italian "... che non ne venga nessun pregiudizio allo stato giuridico e politico delle gia esistenti communita religiose ..." The boundaries of Palestine were left unspecified, to "be determined by the Principal Allied Powers." Three months later, in July 1920, the French defeat of Faisal's Arab Kingdom of Syria precipitated the British need to know "what is the 'Syria' for which the French received a mandate at San Remo?" and "does it include Transjordania?" – it subsequently decided to pursue a policy of associating Transjordan with the mandated area of Palestine without adding it to the area of the Jewish National Home. In 1922, Congress officially endorsed America's support for the Balfour Declaration through the passage of the Lodge–Fish Resolution, notwithstanding opposition from the State Department. Professor Lawrence Davidson, of West Chester University, whose research focuses on American relations with the Middle East, argues that President Wilson and Congress ignored democratic values in favour of "biblical romanticism" when they endorsed the declaration. He points to an organized pro-Zionist lobby in the United States, which was active at a time when the country's small Arab American community had little political power. ### Central Powers The publication of the Balfour Declaration was met with tactical responses from the Central Powers; however the participation of the Ottoman Empire in the alliance meant that Germany was unable to effectively counter the British pronouncement. Two weeks following the declaration, Ottokar Czernin, the Austrian Foreign Minister, gave an interview to Arthur Hantke, President of the Zionist Federation of Germany, promising that his government would influence the Turks once the war was over. On 12 December, the Ottoman Grand Vizier, Talaat Pasha, gave an interview to the German newspaper Vossische Zeitung that was published on 31 December and subsequently released in the German-Jewish periodical Jüdische Rundschau on 4 January 1918, in which he referred to the declaration as "une blague" (a deception) and promised that under Ottoman rule "all justifiable wishes of the Jews in Palestine would be able to find their fulfilment" subject to the absorptive capacity of the country. This Turkish statement was endorsed by the German Foreign Office on 5 January 1918. On 8 January 1918, a German-Jewish Society, the Union of German Jewish Organizations for the Protection of the Rights of the Jews of the East (VJOD), was formed to advocate for further progress for Jews in Palestine. Following the war, the Treaty of Sèvres was signed by the Ottoman Empire on 10 August 1920. The treaty dissolved the Ottoman Empire, requiring Turkey to renounce sovereignty over much of the Middle East. Article 95 of the treaty incorporated the terms of the Balfour Declaration with respect to "the administration of Palestine, within such boundaries as may be determined by the Principal Allied Powers". Since incorporation of the declaration into the Treaty of Sèvres did not affect the legal status of either the declaration or the Mandate, there was also no effect when Sèvres was superseded by the Treaty of Lausanne, which did not include any reference to the declaration. In 1922, German anti-Semitic theorist Alfred Rosenberg in his primary contribution to Nazi theory on Zionism, Der Staatsfeindliche Zionismus ("Zionism, the Enemy of the State"), accused German Zionists of working for a German defeat and supporting Britain and the implementation of the Balfour Declaration, in a version of the stab-in-the-back myth. Adolf Hitler took a similar approach in some of his speeches from 1920 onwards. ### The Holy See With the advent of the declaration and the British entry into Jerusalem on 9 December, the Vatican reversed its earlier sympathetic attitude to Zionism and adopted an oppositional stance that was to continue until the early 1990s. ### Evolution of British opinion The British policy as stated in the declaration was to face numerous challenges to its implementation in the following years. The first of these was the indirect peace negotiations which took place between Britain and the Ottomans in December 1917 and January 1918 during a pause in the hostilities for the rainy season; although these peace talks were unsuccessful, archival records suggest that key members of the War Cabinet may have been willing to permit leaving Palestine under nominal Turkish sovereignty as part of an overall deal. In October 1919, almost a year after the end of the war, Lord Curzon succeeded Balfour as Foreign Secretary. Curzon had been a member of the 1917 Cabinet that had approved the declaration, and according to British historian Sir David Gilmour, Curzon had been "the only senior figure in the British government at the time who foresaw that its policy would lead to decades of Arab–Jewish hostility". He therefore determined to pursue a policy in line with its "narrower and more prudent rather than the wider interpretation". Following Bonar Law's appointment as Prime Minister in late 1922, Curzon wrote to Law that he regarded the declaration as "the worst" of Britain's Middle East commitments and "a striking contradiction of our publicly declared principles". In August 1920 the report of the Palin Commission, the first in a long line of British Commissions of Inquiry on the question of Palestine during the Mandate period, noted that "The Balfour Declaration ... is undoubtedly the starting point of the whole trouble". The conclusion of the report, which was not published, mentioned the Balfour Declaration three times, stating that "the causes of the alienation and exasperation of the feelings of the population of Palestine" included: - "inability to reconcile the Allies' declared policy of self-determination with the Balfour Declaration, giving rise to a sense of betrayal and intense anxiety for their future"; - "misapprehension of the true meaning of the Balfour Declaration and forgetfulness of the guarantees determined therein, due to the loose rhetoric of politicians and the exaggerated statements and writings of interested persons, chiefly Zionists"; and - "Zionist indiscretion and aggression since the Balfour Declaration aggravating such fears". British public and government opinion became increasingly unfavourable to state support for Zionism; even Sykes had begun to change his views in late 1918. In February 1922 Churchill telegraphed Samuel, who had begun his role as High Commissioner for Palestine 18 months earlier, asking for cuts in expenditure and noting: > In both Houses of Parliament there is growing movement of hostility, against Zionist policy in Palestine, which will be stimulated by recent Northcliffe articles. I do not attach undue importance to this movement, but it is increasingly difficult to meet the argument that it is unfair to ask the British taxpayer, already overwhelmed with taxation, to bear the cost of imposing on Palestine an unpopular policy. Following the issuance of the Churchill White Paper in June 1922, the House of Lords rejected a Palestine Mandate that incorporated the Balfour Declaration by 60 votes to 25, following a motion issued by Lord Islington. The vote proved to be only symbolic as it was subsequently overruled by a vote in the House of Commons following a tactical pivot and variety of promises made by Churchill. In February 1923, following the change in government, Cavendish, in a lengthy memorandum for the Cabinet, laid the foundation for a secret review of Palestine policy: > It would be idle to pretend that the Zionist policy is other than an unpopular one. It has been bitterly attacked in Parliament and is still being fiercely assailed in certain sections of the press. The ostensible grounds of attack are threefold:(1) the alleged violation of the McMahon pledges; (2) the injustice of imposing upon a country a policy to which the great majority of its inhabitants are opposed; and (3) the financial burden upon the British taxpayer ... His covering note asked for a statement of policy to be made as soon as possible and that the cabinet ought to focus on three questions: (1) whether or not pledges to the Arabs conflict with the Balfour declaration; (2) if not, whether the new government should continue the policy set down by the old government in the 1922 White Paper; and (3) if not, what alternative policy should be adopted. Stanley Baldwin, replacing Bonar Law as Prime Minister, in June 1923 set up a cabinet sub-committee whose terms of reference were: > examine Palestine policy afresh and to advise the full Cabinet whether Britain should remain in Palestine and whether if she remained, the pro-Zionist policy should be continued. The Cabinet approved the report of this committee on 31 July 1923. Describing it as "nothing short of remarkable", Quigley noted that the government was admitting to itself that its support for Zionism had been prompted by considerations having nothing to do with the merits of Zionism or its consequences for Palestine. As Huneidi noted, "wise or unwise, it is well nigh impossible for any government to extricate itself without a substantial sacrifice of consistency and self-respect, if not honour." The wording of the declaration was thus incorporated into the British Mandate for Palestine, a legal instrument that created Mandatory Palestine with an explicit purpose of putting the declaration into effect and was finally formalized in September 1923. Unlike the declaration itself, the Mandate was legally binding on the British government. In June 1924, Britain made its report to the Permanent Mandates Commission for the period July 1920 to the end of 1923 containing nothing of the candor reflected in the internal documents; the documents relating to the 1923 reappraisal stayed secret until the early 1970s. ## Historiography and motivations Lloyd George and Balfour remained in government until the collapse of the coalition in October 1922. Under the new Conservative government, attempts were made to identify the background to and motivations for the declaration. A private Cabinet memorandum was produced in January 1923, providing a summary of the then-known Foreign Office and War Cabinet records leading up to the declaration. An accompanying Foreign Office note asserted that the primary authors of the declaration were Balfour, Sykes, Weizmann, and Sokolow, with "perhaps Lord Rothschild as a figure in the background", and that "negotiations seem to have been mainly oral and by means of private notes and memoranda of which only the scantiest records seem to be available." Following the 1936 general strike that was to degenerate into the 1936–1939 Arab revolt in Palestine, the most significant outbreak of violence since the Mandate began, a British Royal Commission – a high-profile public inquiry – was appointed to investigate the causes of the unrest. The Palestine Royal Commission, appointed with significantly broader terms of reference than the previous British inquiries into Palestine, completed its 404-page report after six months of work in June 1937, publishing it a month later. The report began by describing the history of the problem, including a detailed summary of the origins of the Balfour Declaration. Much of this summary relied on Lloyd-George's personal testimony; Balfour had died in 1930 and Sykes in 1919. He told the commission that the declaration was made "due to propagandist reasons ... In particular Jewish sympathy would confirm the support of American Jewry, and would make it more difficult for Germany to reduce her military commitments and improve her economic position on the eastern front". Two years later, in his Memoirs of the Peace Conference, Lloyd George described a total of nine factors motivating his decision as Prime Minister to release the declaration, including the additional reasons that a Jewish presence in Palestine would strengthen Britain's position on the Suez Canal and reinforce the route to their imperial dominion in India. These geopolitical calculations were debated and discussed in the following years. Historians agree that the British believed that expressing support would appeal to Jews in Germany and the United States, given two of Woodrow Wilson's closest advisors were known to be avid Zionists; they also hoped to encourage support from the large Jewish population in Russia. In addition, the British intended to pre-empt the expected French pressure for an international administration in Palestine. Some historians argue that the British government's decision reflected what James Gelvin, Professor of Middle Eastern History at UCLA, calls 'patrician anti-Semitism' in the overestimation of Jewish power in both the United States and Russia. American Zionism was still in its infancy; in 1914 the Zionist Federation had a small budget of about \$5,000 and only 12,000 members, despite an American Jewish population of three million but the Zionist organizations had recently succeeded, following a show of force within the American Jewish community, in arranging a Jewish congress to debate the Jewish problem as a whole. This impacted British and French government estimates of the balance of power within the American Jewish public. Avi Shlaim, Emeritus Professor of International Relations in the University of Oxford, asserts that two main schools of thought have been developed on the question of the primary driving force behind the declaration, one presented in 1961 by Leonard Stein, a lawyer and former political secretary to the World Zionist Organization, and the other in 1970 by Mayir Vereté, then Professor of Israeli History at the Hebrew University of Jerusalem. Shlaim states that Stein does not reach any clear cut conclusions, but that implicit in his narrative is that the declaration resulted primarily from the activity and skill of the Zionists, whereas according to Vereté, it was the work of hard-headed pragmatists motivated by British imperial interests in the Middle East. Much of modern scholarship on the decision to issue the declaration focuses on the Zionist movement and rivalries within it, with a key debate being whether the role of Weizmann was decisive or whether the British were likely to have issued a similar declaration in any event. Danny Gutwein, Professor of Jewish History at the University of Haifa, proposes a twist on an old idea, asserting that Sykes's February 1917 approach to the Zionists was the defining moment, and that it was consistent with the pursuit of the government's wider agenda to partition the Ottoman Empire. Historian J. C. Hurewitz has written that British support for a Jewish homeland in Palestine was part of an effort to secure a land bridge between Egypt and the Persian Gulf by annexing territory from the Ottoman Empire. ## Long-term impact The declaration had two indirect consequences, the emergence of a Jewish state and a chronic state of conflict between Arabs and Jews throughout the Middle East. It has been described as the "original sin" with respect to both Britain's failure in Palestine and for wider events in Palestine. The statement also had a significant impact on the traditional anti-Zionism of religious Jews, some of whom saw it as divine providence; this contributed to the growth of religious Zionism amid the larger Zionist movement. Starting in 1920, intercommunal conflict in Mandatory Palestine broke out, which widened into the regional Arab–Israeli conflict, often referred to as the world's "most intractable conflict". The "dual obligation" to the two communities quickly proved to be untenable; the British subsequently concluded that it was impossible for them to pacify the two communities in Palestine by using different messages for different audiences. The Palestine Royal Commission – in making the first official proposal for partition of the region – referred to the requirements as "contradictory obligations", and that the "disease is so deep-rooted that, in our firm conviction, the only hope of a cure lies in a surgical operation". Following the 1936–1939 Arab revolt in Palestine, and as worldwide tensions rose in the buildup to the Second World War, the British Parliament approved the White Paper of 1939 – their last formal statement of governing policy in Mandatory Palestine – declaring that Palestine should not become a Jewish State and placing restrictions on Jewish immigration. Whilst the British considered this consistent with the Balfour Declaration's commitment to protect the rights of non-Jews, many Zionists saw it as a repudiation of the declaration. Although this policy lasted until the British surrendered the Mandate in 1948, it served only to highlight the fundamental difficulty for Britain in carrying out the Mandate obligations. Britain's involvement in this became one of the most controversial parts of its Empire's history and damaged its reputation in the Middle East for generations. According to historian Elizabeth Monroe: "measured by British interests alone, [the declaration was] one of the greatest mistakes in [its] imperial history." The 2010 study by Jonathan Schneer, specialist in modern British history at Georgia Tech, concluded that because the build-up to the declaration was characterized by "contradictions, deceptions, misinterpretations, and wishful thinking", the declaration sowed dragon's teeth and "produced a murderous harvest, and we go on harvesting even today". The foundational stone for modern Israel had been laid, but the prediction that this would lay the groundwork for harmonious Arab-Jewish cooperation proved to be wishful thinking. On the bicentenary of its foundation, the British newspaper The Guardian, reflecting on its major errors of judgment, included the support the paper's editor, C. P. Scott, gave to Balfour's declaration. Israel had not become, it said, 'the country the Guardian foresaw or would have wanted.' The Board of Deputies of British Jews through its president Marie van der Zyl denounced the column as 'breathtakingly ill-considered', declaring that the Guardian appeared "to do everything it can to undermine the legitimacy of the world's only Jewish state". ## The document The document was presented to the British Museum in 1924 by Walter Rothschild; today it is held in the British Library, which separated from the British Museum in 1973, as Additional Manuscripts number 41178. From October 1987 to May 1988 it was lent outside the UK for display in Israel's Knesset. ## See also - Diplomatic history of World War I - Mandate for Palestine - Proposals for a Jewish state
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Departures (2008 film)
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2008 film
[ "2000s Japanese films", "2000s Japanese-language films", "2008 black comedy films", "2008 drama films", "2008 films", "Best Film Kinema Junpo Award winners", "Best Foreign Language Film Academy Award winners", "Films about cellos and cellists", "Films about death", "Films about funerals", "Films directed by Yōjirō Takita", "Films scored by Joe Hisaishi", "Films set in Tokyo", "Films set in Yamagata Prefecture", "Films shot in Japan", "Films with screenplays by Kundō Koyama", "Japanese drama films", "Picture of the Year Japan Academy Prize winners", "Shochiku films", "Shogakukan franchises", "Slice of life films" ]
Departures (Japanese: おくりびと, Hepburn: Okuribito, "one who sends off") is a 2008 Japanese drama film directed by Yōjirō Takita and starring Masahiro Motoki, Ryōko Hirosue, and Tsutomu Yamazaki. The film follows a young man who returns to his hometown after a failed career as a cellist and stumbles across work as a nōkanshi—a traditional Japanese ritual mortician. He is subjected to prejudice from those around him, including from his wife, because of strong social taboos against people who deal with death. Eventually he repairs these interpersonal connections through the beauty and dignity of his work. The idea for Departures arose after Motoki, affected by having seen a funeral ceremony along the Ganges when travelling in India, read widely on the subject of death and came across Coffinman. He felt that the story would adapt well to film, and Departures was finished a decade later. Because of Japanese prejudices against those who handle the dead, distributors were reluctant to release it—until a surprise grand prize win at the Montreal World Film Festival in August 2008. The following month the film opened in Japan, where it went on to win the Academy Prize for Picture of the Year and become the year's highest-grossing domestic film. This success was topped in 2009, when it became the first Japanese production to win the Academy Award for Best Foreign Language Film. Departures received positive reviews, with aggregator Rotten Tomatoes indicating an 80% approval rating from 108 reviews. Critics praised the film's humour, the beauty of the encoffining ceremony, and the quality of the acting, but some took issue with its predictability and overt sentimentality. Reviewers highlighted a variety of themes, but focused mainly on the humanity that death brings to the surface and how it strengthens family bonds. The success of Departures led to the establishment of tourist attractions at sites connected to the film and increased interest in encoffining ceremonies, as well as adaptation of the story for various media, including manga and a stage play. ## Plot Daigo Kobayashi (Masahiro Motoki) loses his job as a cellist when his orchestra is disbanded. He and his wife Mika (Ryōko Hirosue) move from Tokyo to his hometown in Yamagata, where they live in his childhood home that was left to him when his mother died two years earlier. It is fronted by a coffee shop that Daigo's father had operated before he ran off with a waitress when Daigo was six; since then the two have had no contact. Daigo feels hatred towards his father and guilt for not taking better care of his mother. He still keeps a "stone-letter"—a stone which is said to convey meaning through its texture—which his father had given him many years before. Daigo finds an advertisement for a job "assisting departures". Assuming it to be a job in a travel agency, he goes to the interview at the NK Agent office and learns from the secretary, Yuriko Kamimura (Kimiko Yo), that he will be preparing bodies for cremation in a ceremony known as encoffinment. Though reluctant, Daigo is hired on the spot and receives a cash advance from his new boss, Sasaki (Tsutomu Yamazaki). Daigo is furtive about his duties and hides the true nature of the job from Mika. His first assignment is to assist with the encoffinment of a woman who died at home and remained undiscovered for two weeks. He is beset with nausea and later humiliated when strangers on a bus detect an unsavoury scent on him. To clean himself, he visits a public bath which he had frequented as a child. It is owned by Tsuyako Yamashita (Kazuko Yoshiyuki), the mother of one of Daigo's former classmates. Over time, Daigo becomes comfortable with his profession as he completes a number of assignments and experiences the gratitude of the families of the deceased. Though he faces social ostracism, Daigo refuses to quit, even after Mika discovers a training DVD in which he plays a corpse and leaves him to return to her parents' home in Tokyo. Daigo's former classmate Yamashita (Tetta Sugimoto) insists that the mortician find a more respectable line of work and, until then, avoids him and his family. After a few months, Mika returns and announces that she is pregnant. She expresses hope that Daigo will find a job of which their child can be proud. During the ensuing argument, Daigo receives a call for an encoffinment for Mrs Yamashita. Daigo prepares her body in front of both the Yamashita family and Mika, who had known the public bath owner. The ritual earns him the respect of all present, and Mika stops insisting that Daigo change jobs. Sometime later, they learn of the death of Daigo's father. Daigo experiences renewed feelings of anger and tells the others at the NK office that he refuses to deal with his father's body. Feeling ashamed of having abandoned her own son long ago, Yuriko tells this to Daigo in an effort to change his mind. Daigo berates Yuriko and storms out before collecting himself and turning around. He goes with Mika to another village to see the body. Daigo is at first unable to recognize him, but takes offence when local funeral workers are careless with the body. He insists on dressing it himself, and while doing so finds a stone-letter that he had given to his father, held tight in the dead man's hands. The childhood memory of his father's face returns to him, and after he finishes the ceremony, Daigo gently presses the stone-letter to Mika's pregnant belly. ## Production ### Cultural background Japanese funerals are highly ritualized affairs which are generally—though not always—conducted in accordance with Buddhist rites. In preparation for the funeral, the body is washed and the orifices are blocked with cotton or gauze. The encoffining ritual (called nōkan), as depicted in Departures, is rarely performed, and even then only in rural areas. This ceremony is not standardized, but generally involves professional morticians (納棺師, nōkanshi) ritually preparing the body, dressing the dead in white, and sometimes applying make-up. The body is then put on dry ice in a casket, along with personal possessions and items deemed necessary for the trip to the afterlife. Despite the importance of death rituals, in traditional Japanese culture the subject is considered unclean as everything related to death is thought to be a source of kegare (defilement). After coming into contact with the dead, individuals must cleanse themselves through purifying rituals. People who work closely with the dead, such as morticians, are thus considered unclean, and during the feudal era those whose work was related to death became burakumin (untouchables), forced to live in their own hamlets and discriminated against by wider society. Despite a cultural shift since the Meiji Restoration of 1868, the stigma of death still has considerable force within Japanese society, and discrimination against the untouchables has continued. Until 1972, most deaths were dealt with by families, funeral homes, or nōkanshi. As of 2014, about 80% of deaths occur in hospitals, and preparation of the bodies is frequently done by hospital staff; in such cases, the family often does not see the body until the funeral. A 1998 survey found that 29.5% of the Japanese population believed in an afterlife, and a further 40% wanted to believe; belief was highest among the young. Belief in the existence of a soul (54%) and a connection between the worlds of the living and the dead (64.9%) was likewise common. ### Conception and preproduction In the early 1990s, a 27-year-old Motoki and his friend travelled to India; just before going, at the friend's recommendation he read Shin'ya Fujiwara's Memento Mori (Latin for "remember that you will die"). While in India, he visited Varanasi, where he saw a ceremony in which the dead were cremated and their ashes floated down the Ganges. Witnessing this ceremony of death against a backdrop of bustling crowds going about their lives deeply affected Motoki. When he returned to Japan, he read numerous books on the subject of death, and in 1993 wrote a book on the relationship between life and death: Tenkuu Seiza—Hill Heaven. Among the books he read was Shinmon Aoki's autobiographical Coffinman: The Journal of a Buddhist Mortician (納棺夫日記, Nōkanfu Nikki), which exposed Motoki to the world of the nōkanshi for the first time. Motoki said he found a sense of mystery and near-eroticism to the profession that he felt had an affinity with the film world. Getting funding for the project was difficult because of the taboos against death, and the crew had to approach several companies before Departures was approved by Yasuhiro Mase and Toshiaki Nakazawa. According to the film's director, Yōjirō Takita, a consideration in taking on the film was the age of the crew: "we got to a certain point in our lives when death was creeping up to become a factor around us". Kundō Koyama was enlisted to provide the script, his first for a feature film; his previous experience had been in scripting for television and stage. Takita, who had begun his career in the pink film genre before entering mainstream filmmaking in 1986 with Comic Magazine, took on the director's role in 2006, after producer Toshiaki Nakazawa presented him with the first draft of the script. In a later interview he stated "I wanted to make a film from the perspective of a person who deals with something so universal and yet is looked down upon, and even discriminated against". Although he knew of the encoffining ceremony, he had never seen one performed. Production of Departures took ten years, and the work was ultimately only loosely adapted from Coffinman; later revisions of the script were worked on collaboratively by the cast and crew. Although the religious aspects of funerals were important in the source work, the film did not include them. This, together with the fact that filming was completed in Yamagata and not Aoki's home prefecture of Toyama, led to tensions between the production staff and the author. Aoki expressed concern that the film was unable to address "the ultimate fate of the dead". The first edition of the book was broken into three parts; the third, "Light and Life", was an essay-like Buddhist musing on life and death, regarding the "light" seen when one perceived the integration of life and death, that is absent from the film. Aoki believed the film's humanistic approach did away with the religious aspects that were central to the book—the emphasis on maintaining connections between the living and the dead that he felt only religion could provide—and refused to allow his name and that of his book to be used. For the new title, Koyama coined the term okuribito as a euphemism for nōkanshi, derived from the words okuru ("to send off") and hito ("person"). While the book and film share the same premise, the details differ considerably; Aoki attributed these changes to the studio making the story more commercial. Both feature a protagonist who endures uneasiness and prejudice because of his job as a nōkanshi, undergoes personal growth as a result of his experiences, and finds new meaning in life when confronted with death. In both, the main character deals with societal prejudices and misunderstandings over his profession. In Coffinman, the protagonist was the owner of a pub-café that had gone out of business; during a domestic squabble his wife threw a newspaper at him, in which he found an ad for the nōkanshi position. He finds pride in his work for the first time when dealing with the body of a former girlfriend. Koyama changed the protagonist from a bar owner to cellist as he wanted cello orchestration for the film score. Other differences included moving the setting from Toyoma to Yamagata for filming convenience, making the "letter-stone" a greater part of the plot, and an avoidance of heavier scenes, such as religious ones and one in which Aoki talks of seeing "light" in a swarm of maggots. Koyama also added the subplot in which Daigo is able to forgive his late father; taken from a novel he was writing, it was intended to close the story with "some sense of happiness". ### Casting Motoki, by then in his early 40s and having built a reputation as a realist, was cast as Daigo. Veteran actor Tsutomu Yamazaki was selected for the role of Sasaki; Takita had worked with Yamazaki on We Are Not Alone (1993). Although the character of Mika was initially planned as being the same age as Daigo, the role went to pop singer Ryōko Hirosue, who had previously acted in Takita's Himitsu (Secret) in 1999. Takita explained that a younger actress would better represent the lead couple's growth out of naivety. In a 2009 interview, Takita stated that he had cast "everyone who was on my wish list". Motoki studied the art of encoffinment first-hand from a mortician, and assisted in an encoffining ceremony; he later stated that the experience imbued him with "a sense of mission ... to try to use as much human warmth as I could to restore [the deceased] to a lifelike presence for presentation to her family". Motoki then drilled himself by practising on his talent manager until he felt he had mastered the procedure, one whose intricate, delicate movements he compared to those of the Japanese tea ceremony. Takita attended funeral ceremonies to understand the feelings of bereaved families, while Yamazaki never participated in the encoffinment training. Motoki also learned how to play a cello for the earlier parts of the film. To provide realistic bodies while preventing the corpses from moving, after a lengthy casting process the crew chose extras who could lie as still as possible. For the bath house owner Tsuyako Yamashita, this was not possible owing to the need to see her alive first, and a search for a body double was unfruitful. Ultimately, the crew used digital effects to transplant a still image of the actor during the character's funeral scene, allowing for a realistic effect. ### Filming and post-production The non-profit organization Sakata Location Box was established in December 2007 to handle on-location matters such as finding extras and negotiating locations. After deciding to shoot in Sakata, Location Box staff had two months to prepare for the eighty members of the film crew. Negotiations were slow, as many local property owners lost interest after learning that the filming would involve funeral scenes; those who agreed insisted that shooting take place outside of business hours. Toyama was both the setting of Coffinman and Takita's home prefecture, but filming was done in Yamagata; this was largely because the national Nōkan Association, headquartered in Hokkaido, had a branch office in Sakata. Some preliminary scenes of snowy landscapes were shot in 2007, and primary filming began in April 2008, lasting 40 days. Locations included Kaminoyama, Sakata, Tsuruoka, Yuza, and Amarume. The NK Agent office was filmed in a three-storey, Western-style building in Sakata built between the mid-Meiji and Taishō periods (1880s–1920s). Originally a restaurant named Kappō Obata, it went out of business in 1998. The Kobayashis' café, called Concerto in the film, was located in Kaminoyama in a former beauty salon. From a hundred candidates, Takita chose it for its atmosphere as an aged building with a clear view of the nearby river and surrounding mountain range. The scene of the shooting of the training DVD took place in the Sakata Minato-za, Yamagata's first movie theatre, which had been closed since 2002. The soundtrack to Departures was by Joe Hisaishi, a composer who had gained international recognition for his work with Hayao Miyazaki and Studio Ghibli. Before shooting began, Takita asked him to prepare a soundtrack which would represent the separation between Daigo and his father, as well as the mortician's love for his wife. Owing to the importance of cellos and cello music in the narrative, Hisaishi emphasized the instrument in his soundtrack; he described the challenge of centring a score around the cello as one of the most difficult things he had ever done. This score was played during shooting, which according to Takita "allowed [the crew] to visualize many of the emotions in the film" and thus contributed to the quality of the finished work. ## Style As they are the movie's "central dramatic piece", the encoffining ceremonies in Departures have received extensive commentary. Mike Scott, for instance, wrote in The Times-Picayune that these scenes were beautiful and heartbreaking, and Nicholas Barber of The Independent described them as "elegant and dignified". James Adams of The Globe and Mail wrote that they were a "dignified ritual of calming, hypnotic grace, with sleights of hand bordering on the magicianly". As the film continues, Paul Byrnes of The Sydney Morning Herald opined, the audience gains an improved knowledge of the ceremony and its importance. Viewers see that the ceremonies are not simply about preparing the body, but also about "bring[ing] dignity to death, respect to the deceased and solace to those who grieve", through which the encoffiners are able to help repair broken family ties and heal damage done to those left behind. There is an idealization of the nōkanshi as presented in the film. In all but one case, the dead are either young or already made-up, such that "the viewer can easily tolerate these images on the screen". The one corpse that had not been found for several days is never shown on screen. No bodies show the gaunt figure of one who has died after a long illness, or the cuts and bruises of an accident victim. Japanologist Mark R. Mullins writes that the gratitude shown in Departures would probably not have occurred in real life; according to Coffinman, there "is nothing lower on the social scale than the mortician, and the truth of the matter is that [the Japanese people] fear the coffinman and the cremator just as much as death and the corpse". In a montage, scenes of Daigo playing his childhood cello while sitting outdoors are interspersed with scenes of encoffining ceremonies. Byrnes believes that this scene was meant to increase the emotional charge of the film, and Roger Ebert of the Chicago Sun-Times considered it a "beautiful fantasy scene" through which the camera is "granted sudden freedom" from the generally standard shots. Yoshiko Okuyama of the University of Hawaii at Hilo found that Daigo's deft movements while playing the cello mirrored the high level of professionalism which he had reached. Several reviewers, such as Leigh Paatsch of the Herald Sun, questioned the need for the shot. Throughout the film's soundtrack, cello music remains dominant. Takita drew parallels between the instrument and the encoffining ceremony, stating that > ... ironically, there is something similar between the process of encoffinment and the act of playing the cello. When you play the cello, the instrument has a human, curvaceous form. The cellist embraces that form when playing the instrument, very loving, affectionate. That's very similar, physically, to the actions of the encoffiner, cradling the body, being tender and gentle with it. Byrnes found that Departures used the symbol of the cherry blossom, a flower which blooms after the winter only to wither soon afterwards, to represent the transience of life; through this understanding, he wrote, Japanese people attempt to define their own existence. Natural symbols are further presented through the changing seasons, which "suggest delicate emotional changes" in the characters, as well as the letter-stones, which represent "love, communication, [and] the baton being passed from generation to generation". The film's settings are used to convey various sensations, including the solitude of the countryside and the intimacy of the public bath house. The colour white, manifested through snow, chrysanthemums, and other objects, is prominent in the film; Okuyama suggests that this, together with the classical music and ritualized hand gestures, represents the sacredness and purity of the death ceremonies. Departures incorporates aspects of humour, an "unexpected" complement to the theme of death which Ebert suggested may be used to mask the audience's fears. Betsy Sharkey of the Los Angeles Times opines that, through this use of humour, the film avoids becoming too dark and instead acts as a "warmhearted blend" of whimsy and irony. This humour manifests in a variety of manners, such as a scene in which "a mortified Daigo, naked except for a pair of adult diapers, is the reluctant model" for an educational video regarding the encoffining process, as well as a scene in which Daigo discovers that the person he is preparing is a trans woman. Takita stated that the addition of humour was deliberate, as "humans are comical by nature", and that the humour did not conflict with the film's darker themes. ## Themes Several critics discussed the theme of death found in Departures. Scott highlighted the contrast between the taboo of death and the value of jobs related to it. He also noted the role of the encoffiner in showing "one last act of compassion" by presenting the dead in a way which preserved proud memories of their life. Initially, Daigo and his family are unable to overcome the taboos and their squeamishness when faced with death. Daigo is alienated from his wife and friends owing to traditional values. Ultimately it is through his work with the dead that Daigo finds fulfilment, and, as Peter Howell of the Toronto Star concluded, viewers realize that "death may be the termination of a life, but it's not the end of humanity". Okuyama writes that, in the end, the film (and the book on which it was based) serves as a "quiet yet persistent protest" against the discrimination which people who deal with death continue to face in modern Japan: death is a normal part of life, not something repulsive. Along with this theme of death, Takita believed Departures was about life, about finding a lost sense of feeling human; Daigo gains a greater perspective on life and realises the diversity of people's lives only after encountering them in death. This life includes family bonds: Daigo's coming to terms with his father is a major motif, encoffinment scenes focus on the living family members rather than the dead, and even in the NK Agent office, conversation often revolves around family issues. Mika's pregnancy is the catalyst for her reconciliation with Daigo. Ebert writes that, as with other Japanese films such as Tokyo Story (Yasujirō Ozu; 1953) and The Funeral (Juzo Itami; 1984), Departures focuses on the effect of death on the survivors; the afterlife is not given much discussion. He considered this indicative of a "deep and unsensational acceptance of death" in Japanese culture, one which is to be met not with extreme sorrow, but with contemplation. Takita stated that he intended to focus on the "dialogue between people who have passed away and the families that survive them". The film touches on the question of the afterlife: the cremator likens death to "a gateway", and Okuyama writes that in this sense the cremator is a gatekeeper and the encoffiners are guides. Byrnes found that Departures leads one to question the extent of modernity's effect on Japanese culture, noting the undercurrent of "traditional attitudes and values" which permeated the film. Although the encoffining ceremony was traditionally completed by the dead person's family, a decreased interest in it opened a "niche market" for professional encoffiners. Okuyama wrote that, through this film, Takita was filling a "spiritual loss" caused by the departure from tradition in modern Japan. Tadao Sato connected this theme of modernity to that of death, explaining that the film's unusually non-bitter treatment of death demonstrated an evolution in Japanese feelings about life and death. He considered the film's treatment of nōkan as an artistic rather than religious ceremony to reflect the agnostic attitudes of modern Japan. ## Release The taboo subject of Departures made prospective distributors wary of taking on the film. Surveys conducted at pre-release screenings placed it at the bottom of the list of films audiences wanted to see. Ultimately, the film's debut at the Montreal World Film Festival in August 2008, which was rewarded with the festival's grand prize, provided the necessary incentive for distributors to select Departures; it finally received its domestic Japanese release on 13 September 2008. Even then, owing to the strong taboo against death, Takita was worried about the film's reception and did not anticipate commercial success, and others expressed concern that the film lacked a clear target audience. This fear was misplaced; Departures debuted in Japan at fifth place, and during the fifth week of its run hit its peak position at third place. It sold 2.6 million tickets in Japan and generated 3.2 billion yen (\$32 million) in box office revenue in the five months after its debut. The film was still showing in 31 theatres when its success at the Academy Awards in February 2009 renewed interest; the number of screens on which it was showing was increased to 188 and the film earned another ¥2.8 billion (\$28 million), making a total of ¥6 billion (\$60 million). This made Departures the highest-grossing domestic film and 15th top-grossing film overall for 2008. Executive producer Yasuhiro Mase credited this success to the effects of the Great Recession on Japan: viewers who were seeking employment after recently being downsized empathized with Daigo. From the beginning an international release of the film was intended; as English is considered a key language in international film festivals, English subtitles were prepared. The translation was handled by Ian MacDougall. He believed that the workings of the mortician's world were as far from the experience of most Japanese as from that of a non-Japanese audience. As such he felt a faithful translation was best, without going far to accommodate foreign audiences to unfamiliar cross-cultural elements. In September 2008, ContentFilm acquired the international rights to Departures, which by that time had been licensed for screening in countries such as Greece, Australia, and Malaysia; the film was ultimately screened in 36 countries. North American distribution was handled by Regent Releasing, and Departures received a limited release in nine theatres beginning on 29 May 2009. Overall, the film earned almost \$1.5 million during its North American run before closing on 24 June 2010. In the United Kingdom, Departures premiered on 4 December 2009 and was distributed by Arrow Film Distributors. The film attained a worldwide gross of nearly \$70 million. ### Adaptations and other media Before Departures premiered, a manga adaptation by Akira Sasō was serialized in twelve instalments in the bi-weekly Big Comic Superior, from February to August 2008. Sasō agreed to take on the adaptation as he was impressed by the script. He had the opportunity to view the film before beginning the adaptation, and came to feel that a too-literal adaptation would not be appropriate. He made changes to the settings and physical appearances of the characters, and increased the focus on the role of music in the story. Later in 2008 the serial was compiled in a 280-page volume released by Shogakukan. On 10 September 2008, three days before the Japanese premiere of Departures, a soundtrack album for the film—containing nineteen tracks from the film and featuring an orchestral performance by members of the Tokyo Metropolitan and NHK Symphony Orchestras—was released by Universal Music Japan. Pop singer Ai provided lyrics to music by Hisaishi for the image song "Okuribito"; performed by Ai with an arrangement for cellos and orchestra, the single was released by Universal Sigma and Island Records on 10 September 2008 along with a promotional video. Sheet music for the film's soundtrack was published by KMP in 2008 (for cello and piano) and Onkyō in 2009 (for cello, violin, and piano). Shinobu Momose, a writer specializing in novelizations, adapted Departures as a novel. It was published by Shogakukan in 2008. That year the company also released Ishibumi (Letter-Stone), an illustrated book on the themes of the film told from the point of view of a talking stone; this book was written by Koyama and illustrated by Seitarō Kurota. The following year Shogakukan published an edition of Koyama's first draft of the screenplay. A stage version of the film, also titled Departures, was written by Koyama and directed by Takita. It debuted at the Akasaka ACT Theater on 29 May 2010, featuring kabuki actor Nakamura Kankurō as Daigo and Rena Tanaka as Mika. The story, set seven years after the close of the film, concerns the insecurities of the couple's son over Daigo's profession. ### Home releases A dual-layer DVD release, with special features including trailers, making-of documentaries, and a recorded encoffining ceremony, was released in Japan on 18 March 2009. A North American DVD edition of Departures, including an interview with the director, was released by Koch Vision on 12 January 2010; the film was not dubbed, but rather presented with Japanese audio and English subtitles. A Blu-ray edition followed in May. This home release received mixed reviews. Franck Tabouring of DVD Verdict was highly complimentary toward the film and the digital transfer, considering its visuals clean and sharp and the audio (particularly the music) "a pleasure to listen to". Thomas Spurlin, writing for DVD Talk, rated the release as "Highly Recommended", focusing on the "unexpected powerhouse" of the film's quality. Another writer for the website, Jeremy Mathews, advised readers to "Skip It", finding the DVD an apt presentation of the source material—which he considered to "reduce itself to clumsy, mug-filled attempts at broad comedy and awkward, repetitive tear-jerker scenes". Both DVD Talk reviews agreed that the audio and visual quality were less than perfect, and that the DVD's extra contents were poor; Mathews described the interview as the director answering "dull questions in a dull manner". ## Reception ### Reviews Departures received generally positive reviews from critics. The review aggregator Rotten Tomatoes sampled 108 reviewers and judged an 80% approval rating, with an average score of 7.06 out of 10. The website's critical consensus states, "If slow and predictable, Departures is a quiet, life affirming story". The aggregator Metacritic gives the film 68 out of 100, based on 27 reviews. #### Domestic reviews Initial reviews in Japan were positive. In Kinema Junpo, Tokitoshi Shioda called Departures a turning point in Takita's career, a human drama capturing both laughter and tears, while in the same publication Masaaki Nomura described the film as a work of supple depth that perhaps indicated a move into Takita's mature period, praising the director for capturing a human feeling from Motoki's earnest encoffining performance. Writing in the Yomiuri Shimbun, Seichi Fukunaga complimented Takita for using a moving, emotive story laden with humour to reverse prejudice against a taboo subject. He commended the performances of Motoki and Yamazaki, particularly their playing the serious Daigo against the befuddled Sasaki. In the Asahi Shimbun, Sadao Yamane found the film admirably constructed and extolled the actors' performances. Yamane was especially impressed by the delicate hand movements Motoki displayed when he performed the encoffinment ceremony. Tomomi Katsuta in the Mainichi Shimbun found Departures a meaningful story that made the viewer think about the different lives people live, and the significance of someone dying. Writing in the same newspaper, Takashi Suzuki thought the film memorable but predictable, and Yūji Takahashi opined that the film's ability to find nobility in a prejudiced subject was an excellent accomplishment. Shōko Watanabe gave Departures four out of five stars in The Nikkei newspaper, praising the actors' unforced performances. Following the success of Departures at the Academy Awards, critic Saburō Kawamoto found the film to show a Japan that the Japanese could relate to, in that, in a nation whose customs put great weight on visits to ancestral graves, a death was always a family affair. He believed the film had a samurai beauty to it, with its many scenes of families sitting seiza. Critic gave the film a 90% rating, and credited the performances of the two leads for much of the film's success. He praised its emotional impact and its balance of seriousness and humour, but was more critical of the father–son relationship, which he considered overdone. Maeda attributed the film's international success, despite its heavily Japanese content, to its clear depiction of Japanese views on life and death. He found the film's conceptual scale to have an affinity to that of Hollywood (something he considered lacking in most Japanese films). Reviewer Takurō Yamaguchi gave the film an 85% rating, and found the treatment of its subject charming. He praised its quiet emotional impact and humour, the interweaving of northern Japan scenery with Hisaishi's cello score, and the film's Japanese spirit. Media critic found a moving beauty in the dextrous hand movements Sasaki teaches Daigo for preparing bodies, and believed that a prior reading of the original script would deepen the viewer's understanding of the action. Mark Schilling of The Japan Times gave the film four stars out of five, praising the acting though criticizing the apparent idealization of the encoffiners. He concluded that the film "makes a good case for the Japanese way of death." #### International reviews Internationally, Departures has received mixed—mostly positive—reviews. Ebert gave the film a perfect four stars, describing it as "rock-solid in its fundamentals" and highlighting its cinematography, music, and the casting of Yamazaki as Sasaki. He found that the result "functions flawlessly" and is "excellent at achieving the universal ends of narrative". Derek Armstrong of AllMovie gave the film four stars out of five, describing it as "a film of lyrical beauty" which is "bursting with tiny pleasures". In a four-star review, Byrnes described the film as a "moving meditation on the transience of life" which showed "great humanity", concluding "it's a beautiful film but take two hankies." Howell gave the film three stars out of four, praising its acting and cinematography. He wrote that Departures "quietly subverts aesthetic and emotional expectations" without ever losing its "high-minded intent". In a three-and-a-half star review, Claudia Puig of USA Today described Departures as a "beautifully composed" film which, although predictable, was "emotional, poignant" and "profoundly affecting". Philip French of The Observer considered Departures to be a "moving, gently amusing" film, which the director had "fastidiously composed". Sharkey found it an "emotionally wrenching trip with a quiet man", one which was well cast with "actors who move lightly, gracefully" in the various settings. In Entertainment Weekly, Owen Gleiberman gave the film a B−, considering it "tender and, at times, rather squishy", though certain to affect anyone who had lost a parent. Barber found Departures to be "heartfelt, unpretentious, [and] slyly funny", worth watching (though ultimately predictable). Mike Scott gave the film three and a half stars out of four, finding that it was "a surprisingly uplifting examination of life and loss", with humour which perfectly complemented the "moving and meaningful story", but lent itself to characters "mug[ging] for the camera". Meanwhile, Kevin Maher of The Times described Departures as a "verklempt comedy" with wearisome "push-button crying", though he considered it saved by the quality of the acting, "stately" directing, and "dreamy" soundtrack. Another mixed review was published in The Daily Telegraph, which described the film as a "safe and emotionally generous crowd-pleaser" that was not worthy of its Academy Award. Philip Kennicott wrote in The Washington Post that the film was "as polished as it is heavy-handed", predictable yet ready to break taboos, immersed in death yet incapable of escaping "the maddening Japanese taste for sentimentality". In Variety, Eddie Cockrell wrote that the film offered "fascinating glimpses" of the encoffining ceremony but should have had a much shorter runtime. Paatsch gave Departures three stars out of five, describing it as a "quaintly mournful flick" that "unfolds with a delicacy and precision that slowly captivates the viewer" but considering some scenes, such as the montage, "needlessly showy flourishes". Edward Porter of The Sunday Times wrote that the film's success at the Academy Awards could be blamed on "a case of the Academy favouring bland sentimentality". The A.V. Club's Keith Phipps gave Departures a C−, writing that though it featured "handsome shots of provincial life" and encoffining scenes with a "poetic quality", ultimately the film "drips from one overstated emotion to the next". A. O. Scott wrote in The New York Times that the film was "perfectly mediocre", predictable, and banal in its combination of humour and melodrama. Despite its sometimes touching moments, he considered Departures "interesting mainly as an index of the Academy's hopelessly timid and conventional tastes". Tony Rayns of Film Comment gave a scathing review in which he denounced the script as "embarrassingly clunky and obvious", the acting as merely "adequate", and the film as but a "paean to the good-looking corpse". Adams gave Departures two out of four stars, praising the emotionally and visually arresting scenes of encoffinments and "loving attention to the textures, tastes and behaviours of semi-rural Japan" but condemning the predictability of the plot; he wrote that "Forty-five minutes in, [viewers have] prepared a mental checklist of every turn that Daigo Kobayashi will face, then negotiate – and be danged if Takita doesn't deliver on every one". ### Awards At the 32nd Japan Academy Prize ceremony held in February 2009, Departures dominated the competition. It received a total of thirteen nominations, winning ten, including Picture of the Year, Screenplay of the Year (Koyama), Director of the Year (Takita), and Outstanding Performance by an Actor in a Leading Role (Motoki). In the Outstanding Performance by an Actress in a Leading Role category, Hirosue lost to Tae Kimura of All Around Us, while in the Outstanding Achievement in Art Direction category Departures's Tomio Ogawa lost to Paco and the Magical Book's Towako Kuwashima. Hisaishi, nominated for two Outstanding Achievement in Music awards, won for his scoring of Studio Ghibli's animated film Ponyo. In response to the wins, Motoki said "It feels as if everything miraculously came together in balance this time with Okuribito". Departures was submitted to the 81st Academy Awards as Japan's submission for the Best Foreign Language Film award. Although eleven previous Japanese films had won Academy Awards in other categories, such as Best Animated Feature or Best Costume Design, the as-yet unattained Best Foreign Language Film award was highly coveted in the Japanese film industry. Departures was not expected to win, owing to strong competition from the Israeli and French submissions (Ari Folman's Waltz with Bashir and Laurent Cantet's The Class, respectively), but was ultimately the victor at the February 2009 ceremony. This was considered a surprise by several film critics, and The New York Times's David Itzkoff termed Departures "The Film That Lost Your Oscars Pool for You". Motoki, who was expecting the "wonderful" Israeli submission to win, was also surprised; he described himself as a "hanger-on who just observes the ceremony", and regretted "not walk[ing] with more confidence" upon his arrival. Departures received recognition at a variety of film festivals, including the Audience Choice Award at the 28th Hawaii International Film Festival, the Audience Choice Award at the 15th Vilnius International Film Festival, the Grand Prix des Amériques at the 32nd Montreal World Film Festival, and Best Narrative Film at the 20th Palm Springs International Film Festival. Motoki was selected as best actor at several ceremonies, including at the Asian Film Awards, the Asia Pacific Screen Awards, and the Blue Ribbon Awards; he was also viewers' choice for best actor at the Golden Rooster Awards. At the 29th Hong Kong Film Awards, Departures was selected as Best Asian Film, beating three Chinese films and Ponyo. Following the 21st Nikkan Sports Film Award ceremony, in which Departures won Best Film and Best Director, Takita expressed surprise at the film's awards, saying "I did not know how well my work would be accepted." By December 2009 the film had won 98 awards. ### Impact After the film's success, Sakata Location Box set up a hospitality service called Mukaebito—a pun on the film's Japanese title indicating "one who greets or picks up" another, rather than "one who sends off". The service maintains shooting locations and provides maps of these locations for tourists. In 2009, Location Box opened the building that served as the NK Agent office to the public. For a fee, visitors could enter and view props from the film. Under a job creation program, between 2009 and 2013 the organization received ¥30 million from Yamagata Prefecture and ¥8 million from Sakata City for the building's maintenance and administration. The site attracted nearly 120,000 visitors in 2009, though numbers quickly fell; in 2013 there were fewer than 9,000 visitors. Safety fears due to the building's age led to the Sakata municipal government ending the organization's lease, and the building was closed again at the end of March 2014. At the time, the City Tourism division was considering options, such as limiting visits to the first two floors. The building used as the Concerto café has been open to the public since 2009 as the Kaminoyama Concerto Museum, and the Sakata Minato-za cinema has also been opened to tourists. Takita's hometown of Takaoka, Toyama, maintains a Film Resources Museum; staff have reported that at times over a hundred Takita fans visit per day. The film's success generated greater interest in encoffining and the nōkanshi. Even the model of hearse driven in the film was merchandised: the Mitsuoka Limousine Type 2-04, a smaller, less expensive version of the film's vehicle, was put on the market on 24 February 2009. The manufacturer, Mitsuoka Motors, is located in Takita's home prefecture of Toyama. In 2013, Kouki Kimura, from a family of nōkanshi, founded the Okuribito Academy together with nurse and entrepreneur Kei Takamaru. It offers training in encoffining, embalming, and related practices. ## Explanatory notes
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Hanford Site
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Defunct American nuclear production site
[ "1943 establishments in Washington (state)", "Atomic tourism", "Buildings and structures in Benton County, Washington", "Columbia River", "Environmental disasters in the United States", "Geography of Benton County, Washington", "Geography of Washington (state)", "Gravitational-wave astronomy", "Hanford Site", "Historic American Engineering Record in Washington (state)", "History of Washington (state)", "History of the Manhattan Project", "Industrial buildings and structures in Washington (state)", "Military Superfund sites", "Military research of the United States", "Nuclear history of the United States", "Nuclear weapons infrastructure of the United States", "Radioactive waste repositories in the United States", "Radioactively contaminated areas", "Superfund sites in Washington (state)", "Tourist attractions in Benton County, Washington", "Tri-Cities, Washington", "United States Department of Energy facilities" ]
The Hanford Site is a decommissioned nuclear production complex operated by the United States federal government on the Columbia River in Benton County in the U.S. state of Washington. It has also been known as Site W and the Hanford Nuclear Reservation. Established in 1943 as part of the Manhattan Project, the site was home to the Hanford Engineer Works and B Reactor, the first full-scale plutonium production reactor in the world. Plutonium manufactured at the site was used in the first atomic bomb, which was tested in the Trinity nuclear test, and in the Fat Man bomb used in the bombing of Nagasaki. During the Cold War, the project expanded to include nine nuclear reactors and five large plutonium processing complexes, which produced plutonium for most of the more than sixty thousand weapons built for the U.S. nuclear arsenal. Nuclear technology developed rapidly during this period, and Hanford scientists produced major technological achievements. The town of Richland, established by the Manhattan Project, became self-governing in 1958, and residents were able to purchase their properties. After sufficient plutonium had been produced, the production reactors were shut down between 1964 and 1971. Many early safety procedures and waste disposal practices were inadequate, resulting in the release of significant amounts of radioactive materials into the air and the Columbia River, resulting in higher rates of cancer in the surrounding area. The Hanford Site became the focus of the nation's largest environmental cleanup. A citizen-led Hanford Advisory Board provides recommendations from community stakeholders, including local and state governments, regional environmental organizations, business interests, and Native American tribes. Cleanup activity was still ongoing in 2023, with over 10,000 workers employed on cleanup activities. Hanford hosts a commercial nuclear power plant, the Columbia Generating Station, and various centers for scientific research and development, such as the Pacific Northwest National Laboratory, the Fast Flux Test Facility and the LIGO Hanford Observatory. In 2015 it was designated as part of the Manhattan Project National Historical Park. Tourists can visit the site and B Reactor. ## Geography The Hanford Site occupies 586 square miles (1,518 km<sup>2</sup>) – roughly equivalent to half the total area of Rhode Island – within Benton County, Washington. It is a desert environment receiving less than ten inches (250 mm) of annual precipitation, covered mostly by shrub-steppe vegetation. The Columbia River flows along the site for approximately 50 miles (80 km), forming its northern and eastern boundary. The Columbia and Yakima Rivers contain salmon, sturgeon, steelhead trout and bass, and wildlife in the area includes skunks, muskrats, coyotes, raccoons, deer, eagles, hawks and owls. The flora includes sagebrush, bitterbrush, a variety of grasses, prickly pear and willow. The original site was 670 square miles (1,740 km<sup>2</sup>) and included buffer areas across the river in Grant and Franklin counties. Some of this land has been returned to private use and is now covered with orchards, vineyards, and irrigated fields. The site is bordered on the southeast by the TriCities, a metropolitan area composed of Richland, Kennewick, Pasco, and smaller communities, and home to nearly 300,000 residents. Hanford is a primary economic base for these cities. In 2000 large portions of the original site were turned over to the Hanford Reach National Monument. The remainder was divided by function into three main areas: the nuclear reactors were located along the river in an area designated as the 100 Area; the chemical separations complexes were located inland in the Central Plateau, designated as the 200 Area; and support facilities were located in the southeast corner of the site, designated as the 300 Area. ## Climate Hanford is the site of Washington state's highest recorded temperature of 120 °F (48.9 °C), reached on June 29, 2021. ## Early history The confluence of the Yakima, Snake, and Columbia rivers has been a meeting place for native peoples for centuries. The archaeological record of Native American habitation of this area stretches back over ten thousand years. Tribes and nations including the Yakama, Nez Perce, and Umatilla used the area for hunting, fishing, and gathering plant foods. Archaeologists have identified numerous Native American sites, including "pit house villages, open campsites, fish farming sites, hunting/kill sites, game drive complexes, quarries, and spirit quest sites", and two archaeological sites were listed on the National Register of Historic Places in 1976. In 1855 Isaac Stevens, the governor of the Territory of Washington, negotiated with the Native American tribes to establish a reservation system. Treaties were signed, but were often ignored, as the reservation system they mandated was not compatible with traditional food-gathering or family groupings. In September 1858 a military expedition under Colonel George Wright defeated the Native American tribes in the Battle of Spokane Plains to force compliance with the reservation system. Nonetheless, Native American use of the area continued into the 20th century. The Wanapum people were never forced onto a reservation, and they lived along the Columbia River in the Priest Rapids Valley until 1943. After gold was discovered in British Columbia, prospectors explored the Columbia River basin in search of gold, but with little success. Walla Walla, which had been established as a military post in 1858, became a center for mining supplies, and a general store was established at White Bluffs. A ranch was established in Yakima Valley by Ben Snipes in 1859, and the Northern Pacific Railroad was extended into the area beginning in 1879. The railroad engineers founded the towns of Kennewick and Pasco. Settlers moved into the region, initially along the Columbia River south of Priest Rapids. They established farms and orchards supported by small-scale irrigation projects, but most went bankrupt in the Panic of 1893. The Reclamation Act of 1902 provided for federal government participation in the financing of irrigation projects, and the population began expanding again, with small town centers at Hanford, White Bluffs and Richland established between 1905 and 1910. The Great Depression of the 1930s decreased the price of agricultural commodities and many farms were foreclosed on or abandoned. The economy was supported by the construction of the Grand Coulee Dam between 1933 and 1942, and the establishment of the Naval Air Station Pasco in 1942. ## Manhattan Project ### Contractor selection During World War II, the S-1 Section of the federal Office of Scientific Research and Development (OSRD) sponsored a research project on plutonium. Research was conducted by scientists at the University of Chicago Metallurgical Laboratory. At the time, plutonium was a rare element that had only recently been synthesized in laboratories. It was theorized that plutonium was fissile and could be used in an atomic bomb. The United States government was concerned that Nazi Germany was developing a nuclear weapons program. The Metallurgical Laboratory physicists worked on designing nuclear reactors ("piles") that could irradiate uranium and transmute it into plutonium. Meanwhile, chemists investigated ways to separate plutonium from uranium. In September 1942 Brigadier General Leslie R. Groves Jr. became the director of the Manhattan Project, as it came to be known. The project to build industrial-size plants for the manufacture of plutonium was codenamed the X10 project. Groves engaged DuPont, a firm he had worked with in the past on the construction of explosives plants, to design, construct and operate the plutonium manufacturing complex. To avoid being labeled as merchants of death, as the company had been after World War I, DuPont's executive committee insisted that it should receive no payment. For legal reasons, a Cost Plus Fixed Fee contract was agreed, with a fee of one dollar. The president of DuPont, Walter S. Carpenter Jr., was given assurances that the government was assuming all responsibility for the hazards involved in the project. ### Site selection Carpenter expressed reservations about building the reactors at Oak Ridge, Tennessee; with Knoxville only 20 miles (32 km) away, a catastrophic accident might result in loss of life and severe health effects. Even a less deadly accident might disrupt vital war production, particularly of aluminum, and force the evacuation of the Manhattan Project's isotope separation plants. Spreading the facilities at Oak Ridge out more would require the purchase of more land and the expansion needed was still uncertain; for planning purposes, six reactors and four chemical separation plants were envisioned. The ideal site was described by eight criteria: 1. A clean and abundant water supply (at least 25,000 US gallons per minute (1,600 L/s)) 2. A large electric power supply (about 100,000 KW) 3. A "hazardous manufacturing area" of at least 12 by 16 miles (19 by 26 km) 4. Space for laboratory facilities at least 8 miles (13 km) from the nearest reactor or separations plant 5. The employees' village no less than 10 miles (16 km) upwind of the plant 6. No towns of more than a thousand people closer than 20 miles (32 km) from the hazardous rectangle 7. No main highway, railway, or employee village closer than 10 miles (16 km) from the hazardous rectangle 8. Ground that could bear heavy loads The most important of these criteria was the availability of electric power. The needs of war industries had created power shortages in many parts of the country, and use of the Tennessee Valley Authority (TVA) was ruled out because the Clinton Engineer Works was expected to use up all its surplus power. This led to consideration of alternative sites in the Pacific Northwest and Southwest, where there was surplus electrical power. Between December 18 and 31, 1942, just twelve days after the Metallurgical Laboratory team led by Enrico Fermi started up Chicago Pile 1, the first nuclear reactor, a three-man party consisting of Colonel Franklin T. Matthias and DuPont engineers A. E. S. Hall and Gilbert P. Church inspected the most promising potential sites. Matthias reported to Groves that the Hanford Site was "far more favorable in virtually all respects than any other"; the survey party was particularly impressed by the fact that a high-voltage power line from Grand Coulee Dam to Bonneville Dam ran through the site, and there was an electrical substation on its edge. Groves visited the site on January 16, 1943, and approved the selection. The facility became known as the Hanford Engineer Works (HEW), and the site was codenamed Site W. ### Land acquisition The Secretary of War, Henry L. Stimson, authorized the acquisition of the land on February 8, 1943. A Manhattan District project office opened in Prosser, Washington, on February 22, and the Washington Title Insurance Company opened an office there to furnish title certificates. Federal Judge Lewis B. Schwellenbach issued an order of possession under the Second War Powers Act the following day, and the first tract was acquired on March 10. Some 4,218 tracts totaling 428,203.95 acres (173,287.99 ha) were to be acquired, making it one of the largest land acquisition projects in American history. Most of the land (some 88 percent) was sagebrush, where eighteen to twenty thousand sheep grazed. About eleven percent was farmland, although not all was under cultivation. Farmers felt that they should be compensated for the value of the crops they had planted as well as for the land itself. Because construction plans had not yet been drawn up, and work on the site could not immediately commence, Groves decided to postpone the taking of the physical possession of properties under cultivation to allow farmers to harvest the crops they had already planted. This reduced the hardship on the farmers, and avoided the wasting of food at a time when the nation was facing food shortages and the federal government was urging citizens to plant victory gardens. The War Department arranged with Federal Prison Industries for crops to be harvested by prisoners from the McNeil Island Penitentiary. The harvest in the spring and summer of 1943 was exceptionally good, and high crop prices due to the war greatly increased land values. Litigation was needed to resolve disputes over the compensation due to the sellers. Discontent over the acquisition was apparent in letters sent from Hanford Site residents to the War and Justice Departments, and the Truman Committee began making inquiries. Stimson met with chairman of the committee, Senator Harry S. Truman, who agreed to remove the Hanford Site from the committee's investigations on the grounds of national security. Trial juries were sympathetic to the claims of the landowners and the payments awarded were well in excess of the government appraisals. When the Manhattan Project ended on December 31, 1946, there were still 237 tracts remaining to be settled. About 1,500 residents of Hanford, White Bluffs, and nearby settlements were relocated, as well as the Wanapum people, Confederated Tribes and Bands of the Yakima Nation, the Confederated Tribes of the Umatilla Indian Reservation, and the Nez Perce Tribe. Native Americans were accustomed to fishing in the Columbia River near White Bluffs for two or three weeks in October. The fish they caught were dried and provided food for the winter. The Natives rejected offers of an annual cash payment, and a deal was struck allowing the chief and his two assistants to issue passes to fish at the site. This authority was later revoked for security reasons. Matthias gave assurances that Native American graves would be treated with respect, but it would be fifteen years before the Wanapum people were allowed access to mark the cemeteries. In 1997 the elders were permitted to bring children and young adults onto the site once a year to learn about their sacred sites. ### Construction workforce DuPont advertised for workers in newspapers for an unspecified "war construction project" in southeastern Washington, offering an "attractive scale of wages" and living facilities. Normally for a development in such an isolated area, employees would be accommodated on site, but in this case for security and safety reasons it was desirable to locate them at least 10 miles (16 km) away. Even the construction workforce could not be housed on site, because some plant operations would have to be carried out during start-up testing. The Army and DuPont engineers decided to create two communities: a temporary constructions camp and a more substantial operating village. Construction was expedited by locating them on the sites of existing villages to take advantage of the buildings, roads and utility infrastructure already in place. They established the construction camp on the site of the village of Hanford, and the operating village on that of Richland. The construction workforce peaked at 45,096 on June 21, 1944. About thirteen percent were women, and non-whites made up 16.45 percent. African-Americans lived in segregated quarters, had their own messes and recreation areas, and were paid less than white workers. Three types of accommodation were provided at Hanford: barracks, hutments and trailer parking. The first workers to arrive lived in tents while they erected the first barracks. Barracks construction commenced on April 6, 1943, and eventually 195 barracks were erected: 110 for white men, 21 for black men, 57 for white women and seven for black women. Hutments were prefabricated plywood and Celotex dwellings capable of accommodating ten to twenty workers each. Between them, the barracks and hutments held 39,050 workers. Many workers had their own trailers, taking their families with them from one wartime construction job to the next. Seven trailer camps were established, and at the peak of construction work 12,008 people were living in them. DuPont put the contract for building the village of Richland out to tender, and the contract was awarded to the lowest bidder, G. Albin Pehrson, on March 16, 1943. Pehrson produced a series of standard house designs based on the Cape Cod and ranch-style house design fashions of the day. Pehrson accepted the need for speed and efficiency, but his vision of a model late-20th-century community differed from the austere concept of Groves. Pehrson ultimately had his way on most issues, because DuPont was his contractor, not the Army. The resulting compromise would handicap Richland for many years with inadequate sidewalks, stores and shops, no civic center, and roads that were too narrow. Unlike Oak Ridge and Los Alamos, Richland was not surrounded by a high wire fence. Because it was open, Matthias asked DuPont to ensure that it was kept neat and tidy. ### Construction Construction of the nuclear facilities proceeded rapidly. Before the end of the war in August 1945, the HEW built 554 buildings at Hanford, including three nuclear reactors (105B, 105D, and 105F) and three plutonium processing plants (221T, 221B, and 221U). The project required 386 miles (621 km) of roads, 158 miles (254 km) of railway, and four electrical substations. The HEW used 780,000 cubic yards (600,000 m<sup>3</sup>) of concrete and 40,000 short tons (36,000 t) of structural steel. Construction on B Reactor commenced in August 1943 and was completed on September 13, 1944. The reactor went critical in late September and, after overcoming neutron poisoning, produced its first plutonium on November 6, 1944. The reactors were graphite moderated and water cooled. They consisted of a 28-by-36-foot (8.5 by 11.0 m), 1,200-short-ton (1,100 t) graphite cylinder lying on its side, penetrated horizontally through its entire length by 2,004 aluminum tubes containing 200 short tons (180 t) of uranium slugs. They had no moving parts; the only sounds were those of the water pumps. Cooling water was pumped through the tubes at the rate of 30,000 US gallons per minute (1,900 L/s). This was enough water for a city of a million people. ### Production process Uranium arrived at the Hanford Engineer Works in the form of billets. In the Metal Fabrication and Testing (300) Area they were extruded into rods and machined into cylindrical pieces, 1.569 inches (3.99 cm) in diameter and 8 inches (20 cm) long, known as "slugs". The initial charge of the three reactors required more than twenty thousand billets, and another two thousand were needed each month. Uranium is highly reactive with water, so to protect the slugs from corrosion by the cooling water they were canned in aluminum after being dipped into a molten bath of copper–tin alloy, and the cap was arc welded on. A defective can could burst and jam in the reactor, stop the flow of cooling water, and force a complete shutdown of the reactor, so the canning process had to be precise. Irradiated fuel slugs were transported by rail on a special railroad car operated by remote control to huge remotely-operated chemical separation plants about 10 miles (16 km) away. The separation buildings were massive windowless concrete structures, 800 feet (240 m) long, 80 feet (24 m) high and 65 feet (20 m) wide, with concrete walls 3 to 5 feet (0.91 to 1.52 m) thick. Inside the buildings were canyons and galleries where a series of chemical processing steps separated the small amount of plutonium from the remaining uranium and fission products. Items were moved about with a 60-foot (18 m) long overhead crane. Once they began processing irradiated slugs, the machinery became so radioactive that it would be unsafe for humans ever to come in contact with it, so the engineers devised methods to allow for the replacement of components via remote control. Periscopes and closed-circuit television gave the operator a view of the process. They assembled the equipment by remote control as if the area was already radioactive. To receive the radioactive wastes from the chemical separations process, there were "tank farms" consisting of 64 single-shell underground waste tanks. The first batch of plutonium was refined in the 221T plant from December 26, 1944, to February 2, 1945, and delivered to the Los Alamos laboratory in New Mexico on February 5, 1945. Two identical reactors, D Reactor and F Reactor, came online on December 5, 1944, and February 15, 1945, respectively, and all three reactors were running at full power (250 megawatts) by March 8, 1945. By April kilogram-quantity shipments of plutonium were headed to Los Alamos. Road convoys replaced the trains in May, and in late July shipments began being dispatched by air from the airport at Hanford. ### Production activities Although the reactors could be shut down in two-and-a-half seconds, they would still generate heat due to the decay of fission products. It was therefore vital that the flow of water should not cease. If the power failed, the steam pumps would automatically cut in and continue to deliver water at full capacity for long enough to allow an orderly shutdown. This occurred on March 10, 1945, when a Japanese balloon bomb struck a high-tension line between Grand Coulee and Bonneville. This caused an electrical surge in the lines to the reactors. A scram was automatically initiated and the safety devices shut the reactors down. The bomb failed to explode and the transmission line was not badly damaged. The Hanford Engineer Works was the only U.S. nuclear facility to come under enemy attack. Hanford provided the plutonium for the bomb used in the 1945 Trinity nuclear test. Throughout this period, the Manhattan Project maintained a top-secret classification. Fewer than one percent of Hanford's workers knew they were working on a nuclear weapons project. Groves noted in his memoirs that "We made certain that each member of the project thoroughly understood his part in the total effort; that, and nothing more." The existence and purpose of Hanford was publicly revealed through press releases on August 7 and 9, 1945, after the bombing of Hiroshima but before Hanford plutonium was used (in a Fat Man) during the bombing of Nagasaki on August 9. Matthias was succeeded as area engineer by Colonel Frederick J. Clarke in January 1946. DuPont would soon be gone too. Carpenter asked to be released from the contract. Groves informed Robert P. Patterson, who had succeeded Stimson as Secretary of War on September 21, 1945, Groves's choice of replacement was General Electric (GE), which took over operations at Hanford on September 1, 1946, and accepted a formal control on September 30. On December 31, 1946, the Manhattan Project ended and control of the Hanford Site passed to the Atomic Energy Commission (AEC). The total cost of the Hanford Engineer Works up to that time was . ## Cold War ### Production problems GE inherited serious problems. Running the reactors continuously at full power had resulted in the Wigner effect, swelling of the graphite due to the displacement of the atoms in its crystalline structure by collisions with neutrons. This had the potential to buckle the aluminum tubes used for the fuel and control rods and disable the reactors completely if a water pipe ruptured. The polonium-210 used in the Fat Man's neutron initiators had a half-life of only 138 days, so it was essential to keep a reactor running or the weapons would be rendered inoperative. The Army therefore shut down B Reactor on March 19. In August 1946 Franklin was informed that irradiating the feed to produce over 200 grams of plutonium per metric ton of uranium was resulting in too much undesirable plutonium-240 in the product. The power level on D and F Reactors was reduced, which also extended their useful life. Some experiments were conducted with annealing the graphite. It was found in laboratory testing of samples that heating to 400 °C (752 °F) retired the graphite by 24 percent, to 600 °C (1,112 °F) by 45 percent and to 1,000 °C (1,830 °F) by 94 percent, but the consequences of heating the reactors so much had to be considered before this was attempted. The other problem was that the bismuth phosphate process used to separate the plutonium left the uranium in an unrecoverable state. The Metallurgical Laboratory had researched a promising new redox separation process, using hexone as a solvent. The AEC was concerned about the supply of uranium, and the General Advisory Committee of the AEC recommended that construction of a redox plant be given top priority. Meanwhile, the waste-settling tanks filled up with sludge, and attempts to transport it to the waste storage (241) areas were unsuccessful. It was therefore decided to bypass the waste settling tanks and send sludge directly to the 200 area, and construction of a bypass commenced in August 1946. GE invited bids for the construction of a new waste storage tank farm. Efforts were made to make better use of the available uranium. Turnings, cuttings and shavings from the slug manufacture process had been sent to the Ames Laboratory in Iowa for briquetting. The equipment there was shipped to the Hanford Engineer Works. The briquettes, along with uranium scrap metal, was sent to the Metal Hydrides Company for recasting into billets. During 1947, tensions with the Soviet Union escalated as the Cold War set in. Clarke was succeeded by Carleton Shugg on September 2. Within days of arrival he demanded overtime be used to speed up construction work then in progress. The size of the nuclear stockpile was limited by plutonium production. There was enough for thirteen bombs at the end of 1947. Walter J. Williams, the AEC's director of production, worked with GE engineers to produce plans for three replacement reactors (called BR, DR and FR). To save time and money, they would be built adjacent to the existing reactors, where they would be able to use their cooling water and separation facilities. Two more reactors would then be built on new sites. While this was being considered by the AEC, GE experimented with annealing, and found that if the reactors were run at 299 °C (570 °F) and then slowly cooled, the graphite's crystalline structure could be restored. The reactors could be run at higher temperatures by increasing the power level. Some helium in the atmosphere surrounding the reactors was replaced with carbon dioxide, which conducted heat less efficiently. This allowed more heat to build up in the graphite. To reduce the incidence of cans jamming, their size was reduced from 8 to 4 inches (20 to 10 cm). More plutonium was produced by keeping the fuel elements in the reactor longer. Instead of pushing the entire tube out, half of it was, allowing elements to spend time in parts of the reactor where the neutron flux was less dense. The old reactors could now be run much longer. In December the AEC approved a scaled-back construction plan, with only one replacement reactor, at site D (called DR), and one reactor at a new site (called H). The new reactors used the same designs as the wartime ones, although they had more pure graphite to allow them to be run at higher power levels, and smaller graphite blocks surrounding the process tubes to restrict expansion. ### Growth of Richland The population of Richland had already begun to increase again. In 1946 the Hanford Site had 4,479 operating employees and 141 construction workers. Two years later this had increased to 8,628 operating employees and 14,671 construction workers. Richland grew from 14,000 people in 1947 to 22,000 in 1950. To house the construction workers, a new construction camp was established called North Richland, which had a peak population of 13,000 in 1948. Many operating employees and construction workers also lived in Kennewick and Pasco. Shugg arranged for barracks to be brought by barge down the Columbia River from the old Naval Air Station Pasco. About 3,850 houses remained from the war; these were augmented by 800 houses and 64 apartments in 1947, and another 1,000 houses and apartments in 1948. Although the population stabilized, a housing shortage persisted into the 1950s. GE closed down the last of the dormitories in 1958. Richland had a newspaper, the Richland Villager, and every resident received a free copy. Commercial concession holders were pressured to buy adverting space. The villagers paid low rents for their houses, and Village Services was available to help with unpacking, laying carpets or babysitting. The adult population of Richland had an average education of 12.5 years, and 40 percent of the men had attended college, compared with 22 percent in the state of Washington as a whole, and the median annual family income in 1959 was compared with . In 1950 26 percent of American families had an annual income of less than the poverty line of . In the nearby towns of Pasco and Kennewick, 24.4 and 25.2 percent respectively were below the poverty line; in Richland, it was just 4.9 percent. The percentage of high school graduates in Richland was 74.3 percent, compared with 53.5 in Pasco and 54.6 in Kennewick. Women constituted a quarter of the workforce, and the number of working wives was much higher than the national average. Although GE liked to present an image of a middle-class community, most of the Hanford Site employees were working-class shift workers with high school education only. There were few senior citizens in Richland – in 1947 the AEC still required retirees to give up their homes – but the birth rate in 1948 was 34 per 1,000, well above the national average of 20 per 1,000. This tapered off during the 1950s, but there remained a larger than usual number of school-age children. There were only seven black people in Richland in 1950; this increased to 189 by 1960, when they accounted for 1.3 percent of the population. Only two black people worked for the AEC at the Hanford Site in 1951, less than a dozen were employed by GE, and about 250 by the construction contractors. The use of eating and recreational facilities by black people was discouraged, but not prohibited. Black people were even less welcome in Kennewick; there were only four living there in 1950 and five in 1960. Kennewick was a sundown town where there was a curfew for black people. They congregated in Pasco, where 1,213 black people lived in a 5-acre (2.0 ha) ghetto on the town's eastern fringe. They had no sewerage or running water in 1948, because the town's leaders felt that the black community should provide the to pay for it. Black residents also did not qualify for Federal Housing Administration (FHA) loans. Soon after taking over from the Army, the AEC had contemplated the future of the communities of Richland, Oak Ridge and Los Alamos. The commissioners were eager to divest the AEC of the burden of their management. In 1947 AEC general manager Carroll L. Wilson commissioned Lyman S. Moore, the city manager of Portland, Maine, and an expert on municipal government, to produce a report on the management of the communities. He produced a road map to self-government. The first step was to overhaul the accounting system to produce comparable reports on housing, commercial operations, utilities and government. It would then be possible to move to charging market rates for rents, utilities and municipal services, and ultimately to establish self-government. There was scant enthusiasm for this in Richland, but the United States was engaged in an ideological conflict with the Soviet Union over the superiority of the American way. The AEC's September 1950 appropriation called upon it to take steps to impose democratic government and free enterprise on the AEC communities. The first step was taken on October 1, 1953, when the AEC increased the rents in Richland by 25 percent to bring them into line with those in neighboring communities. In 1955 the town voted on disposal and incorporation; both measures were overwhelmingly defeated. Nonetheless, that year Congress passed Public Law 221, which provided for the transfer of government property in Richland to the townsfolk. Thousands of people attended protest rallies and sent angry letters and petitions to Congress. Congressional hearings were held, and prices set by the FHA were reduced. People who had been dispossessed by the acquisition process during the war petitioned to be allowed to buy their property back, but they were ignored. By July 1958 4,200 homes had been sold. After receiving assurances that the AEC would continue to subsidize schools and municipal services through the 1960s, the citizens of Richland voted for incorporation, and the town became self-governing on December 12, 1958. In 1960 Richland received an All-America City Award. ### Camp Hanford During the war the Hanford Site was patroled by a Military Police detachment which, as of June 1945, had forty soldiers. In April 1947 they were replaced by GE security guards, who were issued M8 Greyhound armored cars. The Army was concerned that U.S. plutonium production was centered at one vulnerable site. In March 1950 the 5th Anti-aircraft Artillery Group arrived to provide air defenses, and established its headquarters in North Richland. The group consisted of four battalions, the 83rd, 501st, 518th, and 519th Anti-aircraft Artillery Battalions, each of which had four batteries of 120 mm anti-aircraft guns. Each battery had four guns, which were deployed in sandbagged revetments on a 20-acre (8.1 ha) site with wooden, prefabricated metal and containing barracks, latrines, mess halls, motor pools, radars and administrative facilities. The military base was designated "Camp Hanford" in 1951. The following year the guns were augmented by Nike Ajax missiles, which were deployed at three sites on Wahluke Slope and one on what is now the Fitzner-Eberhardt Arid Lands Ecology Reserve. Each site had two underground missile storage magazines, twenty missiles and eight missile launchers. The Nike Ajax missiles were later replaced with Nike Hercules missiles. The development of intercontinental ballistic missiles made the missiles obsolete, and Camp Hanford became an outpost of Fort Lewis on July 1, 1959. The missile batteries were disbanded in 1960, and Camp Hanford was closed on March 31, 1961. ### Early expansion Cold War tensions escalated in April 1948 with the Berlin Airlift. Construction was under way on the new DR and H Reactors, but the quickest way to increase production was to restart B Reactor. This was authorized later that month. Shugg was recalled to Washington, DC, to serve as the AEC deputy general manager in August, and was succeeded by Frederick C. Schlemmer on September 16. In turn, he was succeeded by David F. Shaw on June 1, 1950. Shaw was succeeded by James E. Travis in June 1955, and he remained the site manager until June 1965. It was also possible to improve productivity. Zirconium was added to the cans to stabilize them under high exposures, and tests confirmed that they could withstand three times the exposure used in 1946 without rupture. In March 1950 GE was authorized to run the reactors at 305 MW instead of 250. This cut the use of raw materials by half, and yielded forty percent more plutonium per operating dollar. The Soviet Union detonated its first atomic bomb on August 29, 1949. The explosion was detected by a U.S. Air Force weather reconnaissance aircraft four days later. In response, President Harry S. Truman authorized a crash program to develop the hydrogen bomb. Preliminary designs called for large amounts of tritium. This could be produced in a reactor using target slugs loaded with lithium deuteride and fuel rods containing enriched uranium. One or more reactors would have to be set aside for tritium production. H Reactor was chosen, and started producing tritium in 1950. For the longer term, the AEC decided to construct new reactors, of a different design using enriched uranium and heavy water as a moderator, at a new site, which became the Savannah River Site. The outbreak of the Korean War in September 1951 prompted the AEC to authorize a sixth reactor at Hanford on January 23, 1951. Construction began in June. The new reactor was built in the B area and called C Reactor. The same basic graphite-moderated design was used, with improvements to give it a rated power of 750 MW. The new reactor became operational in November 1952. On February 25, 1952, Truman authorized two more reactors at the Hanford Site. These were called K West and K East, and were sited at Coyote Rapids between the B and D areas. They were known as "Jumbo" reactors for their much larger size. They still used the same graphite-moderator technology, but had improvements to allow them to operate at 1,800 MW. Each used 2,800 short tons (2,500 t) of graphite, over a thousand tons more than the three wartime reactors, and had concrete shields instead of steel and masonite. They had more feed tubes and reduced spacing between them. Improvements in water-pump design allowed them to have eighteen pumps instead of the fifty in the wartime reactors, but were capable of pumping 125,000 US gallons per minute (7,900 L/s). As with the other reactors, the cooling water was collected in ponds, allowed to cool, and then tipped back into the river. An innovation was that heat from the cooling water was used to heat the work places. Each Jumbo reactor required about 300 operators to run it, compared with 400 for H Reactor. This represented a saving of a million dollars a year (equivalent to \$ million in ). Although capable of being run at up to 4,400 MW, the AEC imposed an administrative limit of 4,000 MW on them. Since plutonium239 has a half-life of 24,100 years, AEC chairman Gordon Dean calculated that sufficient plutonium would be produced by the mid-1960s. With this in mind, the reactors were designed with a life of twenty years. ### Separation facilities In addition to the new reactors there were also new separation facilities. The AEC had long been dissatisfied with the wasteful bismuth phosphate separation process. GE conducted research into an alternative, reduction-oxidation (REDOX) process. This used methyl isobutyl ketone (hexone) as a solvent. It was developed at the Hanford Site in the 3706 Building and tested in the 321 Building. The AEC approved the REDOX process in May 1949, and work began on the new plant the following year. Construction ran behind schedule, and it did not commence operation until January 1952. Known as the 202-S Building or the S Plant, it was 470 feet (140 m) long and 160 feet (49 m) wide, and could process up to twelve metric tons of uranium per day, compared with the B and T Plants' 1.5 tons per day. It also had the advantage of consolidating the separation activities in one building. Unlike the bismuth phosphate process, it produced uranium as a byproduct. The low flash point of hexone meant that special precautions had to be taken against the possibility of an explosion. The hexone could not be reused as it was highly water-soluble and was unstable in nitric acid. Removing the uranium meant that the waste products were highly radioactive. The facility operated until 1967 and processed approximately 22,400 metric tons of uranium fuel rods. The U Plant was modified to use the REDOX process to recover uranium from the wastes left over from the bismuth phosphate process, but with a different solvent, tributyl phosphate. Because of the plant's layout, it could not use the tall columns and gravity flow that characterized the REDOX plant, so pulsed columns were used instead. The plutonium uranium reduction extraction (PUREX) process was developed at GE's Knolls Laboratory. The PUREX Plant, known as A Plant or Building 202A, commenced operation in 1955. Like the U Plant it used pulsed columns and tributyl phosphate as a solvent. The plant was 1,000 feet (300 m) long, 400 feet (120 m) high and 52 feet (16 m) wide. The processing canyon contained eleven processing areas. It operated from 1956 to 1972, and again from 1983 to 1988, when it reprocessed spent fuel rods from the reactors, and processed approximately 66,400 metric tons of uranium fuel rods. The B and T Plants were shut down after it became operational in 1956, having processed 8,100 metric tons of fuel rods. During the 1940s, the Hanford Site dumped 400 curies (15,000 GBq) into the Columbia River each day. This rose to 7,000 curies (260,000 GBq) per day between 1951 and 1953, and peaked at 20,000 curies (740,000 GBq) per day in 1959. ### N Reactor The reactors had all been built for plutonium production, but with the Atomic Energy Act of 1954, the Eisenhower administration began shifting resources to nuclear power generation. By the late 1950s the reactors built during the war were approaching retirement age, and in 1957 GE commenced planning to build a new reactor that would be clean, safe and efficient, and able to generate electric power as well as produce plutonium. Construction commenced in 1959, but the electric power features were not authorized until 1962, so while it was producing plutonium in 1964, electric power did not follow until 1966. Experts debated whether nuclear power would be economically competitive with hydroelectric power, and Congress debated whether the government should be in the electricity generation business. On November 28, 1961, the AEC reached an agreement with the Washington Public Power Supply System (WPPSS) for the latter to purchase its electricity. N Reactor was destined to be the last of its kind, but also had many new features as a product of 1960s technology. Its zirconium alloy-clad fuel slugs were 26 inches (66 cm) long and 2.4 inches (6 cm) in diameter. It had automated fuel-loading and unloading systems, a boron-ball scram system, and a state-of-the-art control room. It was the first American graphite-moderated power reactor, and the first American dual-purpose reactor, although other countries had them. The dual-purpose concept involved trade-offs that made both purposes less efficient: power required a steam turbine, but high water temperatures risked slug failure. The solution was to build a pressurized water reactor, in which the water was pressurized to allow it to remain liquid above 100 °C (212 °F). The reactor exceeded its original \$145 million budget (equivalent to \$ million in ) and cost \$205 million (equivalent to \$ million in ). The Hanford Site was now home to nine nuclear reactors along the Columbia River, five reprocessing plants on the central plateau, and more than nine hundred support buildings and radiological laboratories around the site. Extensive modifications and upgrades were made to the original three World War II reactors, and a total of 177 underground waste tanks were built. Hanford was at its peak production from 1956 to 1965. Over the forty years of operation the site produced about 67.4 metric tons of plutonium, of which 54.5 metric tons was weapons-grade plutonium, supplying the majority of the 60,000 weapons in the U.S. arsenal. In 1983 and 1984, 425 kilograms of weapons-grade plutonium was extracted from reactor-grade plutonium. Tritium, polonium210, thulium-170, iridium-192, and uranium-233 were also produced. ### Decommissioning By 1963 the AEC had estimated that it had sufficient plutonium for its needs for the foreseeable future, and planned to shut down the production reactors. To mitigate the economic impact, closures were carried out over a period of six years. The change of policy was not publicly announced; instead, each round of closures was accompanied by a statement that production needs could be met by the remaining facilities. The first round of closures was announced by President Johnson on January 8, 1964. DR, H and F Reactors were shut down in 1964 and, 1965. In 1967 the AEC announced that another reactor would be shut down. This was D Reactor, which was shut down on June 25, 1967. B Reactor followed on February 12, 1968. In January 1969 AEC chairman Glenn Seaborg, under pressure from the newly elected Nixon administration to cut costs, announced that the three reactors built in the 1950s, C, KE and KW, would be shut down in 1969 and 1970. The REDOX and PUREX facilities were placed on standby status in December 1967 and June 1972 respectively. Between 1967 and 1971, the number of workers employed at the Hanford Site plummeted from 8,500 to 5,500. The incremental closures did nothing to reduce the public outcry; if anything, the reverse was the case. The AEC was replaced by the Energy Research and Development Administration in 1974, and it in turn was succeeded by the DOE in 1977. The regulation and licensing of commercial reactors was devolved to the Nuclear Regulatory Commission (NRC). The closures left only N Reactor, which continued to operate as a dual-purpose reactor, providing power to the civilian electrical grid via the WPPSS. By 1966 it was producing 35 percent of the United States' nuclear-generated electricity. Costs were lower than anticipated, allowing the WPPSS to retire \$25 million budget (equivalent to \$ million in ) of the \$122 million (equivalent to \$ million in ) it had raised in bonds to finance the project. The Chernobyl disaster in the Soviet Union in April 1986 prompted multiple reviews of the safety of American reactors. Of all the reactors in the U.S., N Reactor was the most similar to the ill-fated No. 4 Reactor at the Chernobyl Nuclear Power Plant, in that it was graphite-moderated, although N Reactor used pressurized water rather than boiling water as a coolant. Like all the Hanford Site's reactors, it had no containment vessel and would never have passed the NRC's reactor safety requirements had they been applied to it. There was a public outcry, and the Government Accountability Office recommended closure. N Reactor was shut down in January 1987. The PUREX plant reopened in 1983 to reprocess N Reactor reactor-grade fuel into weapon-grade fuel. This ended in December 1988, and it returned to standby status in October 1990. The uranium trioxide plant closed in 1995, the PUREX plant closed for good in 1997, and the B Plant in 1998. The T Plant remained in use, handling the storage, packaging and decontamination of radioactive wastes. It became the longest operational nuclear facility in the world. All but one of the Hanford production reactors were entombed ("cocooned") to allow the radioactive materials to decay, and the surrounding structures removed and buried. This involved the removal of hundreds of tons of asbestos, concrete, steel and contaminated soil. The pumps and tunnels were dug up and razed, as were the auxiliary buildings. What was left were the core and shields. These were sealed up and a sloped steel roof added to draw off rainwater. Cocooning of C Reactor commenced in 1996, and was completed in 1998. D Reactor followed in 2002, F Reactor followed in 2003, DR Reactor in 2004. and H Reactor in 2005. N Reactor was cocooned in 2012, and KE and KW in 2022. The exception was B Reactor, which was listed on the National Register of Historic Places in 1992. Some historians advocated converting it into a museum. It was designated a National Historic Landmark by the National Park Service on August 19, 2008, and on November 10, 2015, it became part of the Manhattan Project National Historical Park alongside other sites at Oak Ridge and Los Alamos. The United States Department of Energy (DOE) offers free guided tours of the site which can be reserved via the department's website, and are open to all ages. Between 2009 and 2018, approximately eighty thousand people visited the site, bringing an estimated annual tourist income of two million dollars to the surrounding area. ## Later operations Although uranium enrichment and plutonium breeding were slowly phased out, the nuclear legacy left an indelible mark on the Tri-Cities. Since World War II, the area had developed from a small farming community to a booming "Atomic Frontier" to a powerhouse of the nuclear-industrial complex. Decades of federal investment created a community of highly skilled scientists and engineers. As a result of this concentration of specialized skills, the Hanford Site attempted to diversify its operations to include scientific research, test facilities, and commercial nuclear power production. When GE announced that it was ending the contract to run the Hanford Site in 1963, the AEC decided to separate the contract among multiple operators. The contract to run the research laboratory at the site was awarded to the Battelle Memorial Institute of Columbus, Ohio, on May 28, 1964, and the laboratory became the Pacific Northwest Laboratory on January 4, 1965. In 1995 it achieved national laboratory status and became The Pacific Northwest National Laboratory. Battelle's contract allowed it to perform research for government and private companies, so it was able to branch out into related areas. In 2022 the laboratory employed 5,314 staff and had an annual budget of \$1.2 billion. The Fast Flux Test Facility (FFTF), was a national research facility that began operating in 1982 to develop and test fuels, materials and components for the Clinch River Breeder Reactor project. The contract to construct and operate it was awarded to Westinghouse and 800 former Battelle employees who had been working on it were transferred. The Clinch River project was canceled by Congress in 1983, but the FFTF continued to operate, generating plutonium238 for nuclear power sources for NASA space missions and tritium for nuclear fusion research. It was shut down in 2009. Laser Interferometer Gravitational-Wave Observatory (LIGO) Hanford Observatory is an interferometer searching for gravitational waves. The observatory at the Hanford Site was one of two, the other being in Livingston, Louisiana. The project was run as a cooperative venture by MIT and Caltech. The \$211 million price tag (equivalent to \$ million in ) generated debate about pork barreling and government funding of expensive Big Science projects, especially one as uncertain of success as LIGO. The Hanford Site was chosen from seventeen contenders for one of the two sites, mainly due to its relative isolation. In 2016 it was announced that gravitational waves had been detected. In 2018 the American Physical Society (APS) designated the two LIGO observatories as APS historic sites. The Columbia Generating Station is a 1,207 MW commercial nuclear power plant located on the Hanford Site 10 miles (16 km) north of Richland and operated by Energy Northwest, as the WPPSS has been known since 1998. Originally, five boiling water reactors were authorized in March 1973, but only one, WNP2, was completed. It began producing power in May 1984. The WNP-1 Reactor was budgeted to cost \$660 million in 1973 (equivalent to \$ million in ) and be completed by 1980. By 1986, the estimated cost had blown out to \$3.8 billion (equivalent to \$ billion in ) and the reactor was still unfinished. Meanwhile, the estimated total cost of the entire project had increased from \$4.1 billion in 1973 (equivalent to \$ billion in ) to \$24 billion in 1986 (equivalent to \$ billion in ). A net billing agreement that Senator Henry M. Jackson helped steer through Congress ensured that the bonds issue to finance their construction carried a AAA bond credit rating and therefore sold easily, but electricity tariffs had to be increased to repay the bond holders. The Hanford Reach was preserved as the finest salmon breeding ground in the Pacific Northwest. The end of plutonium production at the Hanford Site meant that it no longer required the areas around the old production sites. On June 9, 2000, President Bill Clinton designated almost 200,000 hectares (490,000 acres) of the Hanford Site as a national monument. The Hanford Reach National Monument is managed by the United States Fish and Wildlife Service under an agreement with the DOE. On June 28, 2000, a fire burned 164,000 acres (66,000 ha) of the monument. ## Environmental concerns Between 1944 and 1971, pump systems drew as much as 75,000 US gallons per minute (4,700 L/s) of cooling water from the Columbia River to dissipate the heat produced by the reactors. Before its release into the river, the used water was held in large tanks known as retention basins for up to six hours. Longer-lived isotopes were not affected by this retention, and several terabecquerels entered the river every day. The federal government kept knowledge about these radioactive releases secret. Another source of contaminated food came from Columbia River fish, an impact felt disproportionately by Native American communities who depended on the river for their customary diets. Radiation was later measured 200 miles (320 km) downstream as far west as the Washington and Oregon coasts. it was estimated that a person who had daily eaten 2.2 pounds (1.00 kg) of fish caught at Richland would have received an additional radiation dose of 1,300 millirems per year. The plutonium separation process resulted in the release of radioactive isotopes into the air, which were carried by the wind throughout southeastern Washington and into parts of Idaho, Montana, Oregon, and British Columbia. Downwinders were exposed to radionuclides, particularly iodine-131, with the heaviest releases from 1945 to 1951. These radionuclides entered the food chain via dairy cows grazing on contaminated fields; hazardous fallout was ingested by communities who consumed radioactive food and milk. Most of these airborne releases were a part of Hanford's routine operations, while a few of the larger releases occurred in isolated incidents. In 1949 an intentional release known as the "Green Run" released 8,000 curies (300,000 GBq) of iodine131 over two days. A U.S. government report released in 1992 estimated that 685,000 curies (25,300,000 GBq) of iodine131 had been released into the river and air from the Hanford Site between 1944 and 1947. Beginning in the 1960s scientists with the U.S. Public Health Service published reports about radioactivity released from Hanford, and there were protests from the health departments of Oregon and Washington. In response to an article in the Spokane Spokesman Review in September 1985, the DOE announced it would declassify environmental records and, in February 1986, released 19,000 pages of previously unavailable historical documents about Hanford's operations. The Washington State Department of Health collaborated with the citizen-led Hanford Health Information Network to publicize data about the health effects of Hanford's operations. Their reports concluded that residents who lived downwind from Hanford or who used the Columbia River downstream were exposed to elevated doses of radiation that placed them at increased risk for cancer and other diseases, particularly forms of thyroid disease. A mass tort lawsuit was brought by two thousand Hanford downwinders. In 2005 two of six plaintiffs who went to trial were awarded \$500,000 in damages. The DOE resolved the final cases in October 2015, paying out more than \$60 million in legal fees and \$7 million in damages. Of the 177 tanks at Hanford, 149 had a single shell. Historically single-shell tanks were used for storing radioactive liquid waste and designed to last twenty years. By 2005 some liquid waste was transferred from single-shell tanks to (safer) double-shell tanks. A substantial amount of residue remains in the older single-shell tanks with one containing an estimated 447,000 US gallons (1,690,000 L) of radioactive sludge, for example. It is believed that up to six of these "empty" tanks are leaking. Two tanks were reportedly leaking 300 US gallons (1,100 L) per year each, while the remaining four tanks were each leaking 15 US gallons (57 L) per year. In February 2013 Washington Governor Jay Inslee announced that a tank storing radioactive waste at the site had been leaking liquids on average of 150 to 300 US gallons (570 to 1,140 L) per year. He said that though the leak posed no immediate health risk to the public, it should not be an excuse for not doing anything. On February 22, 2013, he stated that six more tanks were leaking. ## Occupational health concerns While major releases of radioactive material ended with the reactor shutdown in the 1970s and many of the most dangerous wastes are contained, there were continued concerns about contaminated groundwater headed toward the Columbia River and about workers' health and safety. In 1976 Harold McCluskey, a Hanford technician, received the largest recorded dose of americium following a laboratory accident in the Plutonium Finishing Plant. Due to prompt medical intervention, he survived the incident and died eleven years later of natural causes. Since 1987, workers have reported exposure to harmful vapors after working around underground nuclear storage tanks, with no solution found. More than forty workers in 2014 alone reported smelling vapors and became ill with "nosebleeds, headaches, watery eyes, burning skin, contact dermatitis, increased heart rate, difficulty breathing, coughing, sore throats, expectorating, dizziness and nausea ... Several of these workers have long-term disabilities." Doctors checked workers and cleared them to return to work. Monitors worn by tank workers have found no samples with chemicals close to the federal limit for occupational exposure. In August 2014 OSHA ordered the facility to rehire a contractor and pay \$220,000 in back wages for firing the employee for whistleblowing on safety concerns at the site. On November 19, 2014, the attorney general of Washington, Bob Ferguson, said the state planned to sue the DOE and its contractor to protect workers from hazardous vapors at Hanford. A 2014 report by the DOE Savannah River National Laboratory initiated by 'Washington River Protection Solutions' found that DOE's methods to study vapor releases were inadequate, particularly, that they did not account for short but intense vapor releases. They recommended "proactively sampling the air inside tanks to determine its chemical makeup; accelerating new practices to prevent worker exposures; and modifying medical evaluations to reflect how workers are exposed to vapors". ## Cleanup under Superfund ### Organization Decades of manufacturing left behind 53 million US gallons (200 ML) of high-level radioactive waste stored within 177 storage tanks, an additional 25 million cubic feet (710,000 m<sup>3</sup>) of solid radioactive waste, and areas of heavy technetium-99 and uranium-contaminated groundwater beneath three tank farms on the site as well as the potential for future groundwater contamination beneath currently contaminated soils. On June 25, 1988, the Hanford Site was divided into four areas and proposed for inclusion on the National Priorities List. On May 15, 1989, the Washington Department of Ecology, the United States Environmental Protection Agency (EPA), and the DOE entered into the Tri-Party Agreement, which provides a legal framework for environmental remediation at Hanford. By 2014 the agencies were engaged in the world's largest environmental cleanup, with many challenges to be resolved in the face of overlapping technical, political, regulatory, and cultural interests. The cleanup effort was focused on three outcomes: restoring the Columbia River corridor for other uses, converting the central plateau to long-term waste treatment and storage, and preparing for the future. In 2011 DOE, the federal agency charged with overseeing the site, "interim stabilized" 149 single-shell tanks by pumping nearly all the liquid waste out into 28 newer double-shell tanks. Solids, known as salt cake and sludge, remained. The DOE later found water intruding into at least 14 single-shell tanks and that one of them had been leaking about 640 US gallons (2,400 L) per year into the ground since about 2010. In 2012 the DOE also discovered a leak from a double-shell tank caused by construction flaws and corrosion in the tank's bottom, and that twelve other double-shell tanks had similar construction flaws. Since then, the DOE began monitoring single-shell tanks monthly and double-shell tanks every three years. The DOE also changed the methods by which they monitored the tanks. In March 2014 the DOE announced further delays in the construction of the Waste Treatment Plant, which affected the schedule for removing waste from the tanks. The cleanup effort was managed by the DOE under the oversight of the two regulatory agencies. A citizen-led Hanford Advisory Board provides recommendations from community stakeholders, including local and state governments, regional environmental organizations, business interests, and Native American tribes. For the Native Americans, the cleanup took on a moral and religious aspect. A particular focus was the conservation of indigenous fauna and flora, such as the Umtanum desert buckwheat, which only grows in the area and was prized by Native Americans for its medicinal properties. ### Cleanup activities Citing the 2014 Hanford Lifecycle Scope Schedule and Cost report, the 2014 estimated cost of the remaining Hanford cleanup was \$113.6 billion – more than \$3 billion per year for six years, with a lower cost projection of approximately \$2 billion per year until 2046. Originally scheduled to be complete within thirty years, the cleanup was less than half finished by 2008. Of the four areas that were formally listed as Superfund sites on October 4, 1989, only one had been removed from the list. Intermittent discoveries of undocumented contamination have slowed the pace and raised the cost of cleanup. Cleanup activity was still ongoing in 2023, with over 10,000 workers employed on cleanup activities. The most significant challenge is stabilizing the 53,000,000 US gallons (200 ML) of high-level radioactive waste stored in the 177 underground tanks. By 1998 about a third of these tanks had leaked waste into the soil and groundwater. By 2008 most of the liquid waste had been transferred to more secure double-shelled tanks; however, 2,800,000 US gallons (11 ML) of liquid waste, together with 27,000,000 US gallons (100,000,000 L) of salt cake and sludge, remains in the single-shelled tanks. DOE lacks information about the extent to which the 27 double-shell tanks may be susceptible to corrosion. Without determining the extent to which the factors that contributed to the leak in AY102 were similar to the other 27 double-shell tanks, DOE could not be sure how long its double-shell tanks can safely store waste. That waste was originally scheduled to be removed by 2018. By 2008 the revised deadline was 2040. By 2008 1,000,000 US gallons (3,800,000 L) of radioactive waste was traveling through the groundwater toward the Columbia River. This waste was expected to reach the river in twelve to fifty years if cleanup does not proceed on schedule. Under the Tri-Party Agreement, lower-level hazardous wastes are buried in huge lined pits that will be sealed and monitored with sophisticated instruments for many years. Disposal of plutonium and other high-level wastes is a more difficult problem that continues to be a subject of intense debate. As an example, plutonium239 has a half-life of 24,100 years, and a decay of ten half-lives is required before a sample is considered to cease its radioactivity. In 2000 the DOE awarded a \$4.3 billion contract to Bechtel, a San Francisco-based construction and engineering firm, to build a vitrification plant to combine the dangerous wastes with glass to render them stable. Construction began in 2002. The plant was originally scheduled to be operational by 2011, with vitrification completed by 2028. According to a 2012 study by the Government Accountability Office, there were a number of serious unresolved technical and managerial problems. In 2013 the estimated costs were \$13.4 billion with commencement of operations estimated to be in 2022 and about three decades of operation. A potential radioactive leak was reported in 2013; the cleanup was estimated to have cost \$40 billion, with \$115 billion more required. Another leak was reported in April 2021. In May 2007 state and federal officials began closed-door negotiations about the possibility of extending legal cleanup deadlines for waste vitrification in exchange for shifting the focus of the cleanup to urgent priorities, such as groundwater remediation. Those talks stalled in October 2007. In early 2008 a \$600 million cut to the Hanford cleanup budget was proposed. Washington state officials expressed concern about the budget cuts, as well as missed deadlines and recent safety lapses at the site, and threatened to file a lawsuit alleging that the DOE was in violation of environmental laws. They appeared to step back from that threat in April 2008 after another meeting of federal and state officials resulted in progress toward a tentative agreement. Some of the radioactive waste at Hanford was supposed to be stored in the planned Yucca Mountain nuclear waste repository, but after that project was suspended, Washington State sued, joined by South Carolina. Their first suit was dismissed in July 2011. In a subsequent suit, federal authorities were ordered to either approve or reject plans for the Yucca Mountain storage site. During excavations from 2004 to 2007, a sample of purified plutonium was uncovered inside a safe in a waste trench, and has been dated to about the 1940s, making it the second-oldest sample of purified plutonium known to exist. Analyses published in 2009 concluded that the sample originated at Oak Ridge, and was one of several sent to Hanford for optimization tests of the T Plant until Hanford could produce its own plutonium. Documents refer to such a sample, belonging to "Watt's group", which was disposed of in its safe when a radiation leak was suspected. ## See also - Lists of nuclear disasters and radioactive incidents - Timeline of nuclear weapons development
67,512,396
Yuzuru Hanyu Olympic seasons
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Olympic champion in men's figure skating 2014 and 2018
[ "2013 in figure skating", "2014 in figure skating", "2017 in figure skating", "2018 in figure skating", "2021 in figure skating", "2022 in figure skating", "Fantasy on Ice", "Figure skating at the 2014 Winter Olympics", "Figure skating at the 2018 Winter Olympics", "Figure skating at the 2022 Winter Olympics", "Yuzuru Hanyu" ]
Yuzuru Hanyu, a former competitive figure skater from Japan, participated in the Winter Olympic Games three times, winning two gold medals (in 2014 and 2018) and placing fourth in 2022. In 2014, he became the first Asian men's singles skater to win at the Olympics. At 19 years old, he was also the youngest male skater to win the Olympic title since American Dick Button in 1948. In 2018, Hanyu became the first male single skater in 66 years to win two consecutive Olympic gold medals since Button in 1952. In his three Olympic seasons, Hanyu skated to three different short and free skate programs each, with their background and making being broadly covered by the media. In the first season, 2013–14, he became the first Asian and second skater across all disciplines to win the Olympics, Worlds, and the Grand Prix Final in the same season, after Russian Alexei Yagudin in 2001–02. Hanyu also set two world records in the short program, becoming the first skater to score above 100 points in that competition segment, at the 2014 Winter Olympics. In 2017–18, he set another short program record of 112.72 points, which remained the standing record in the old +3/-3 GOE judging system. At the 2017 Rostelecom Cup, he also landed his first quadruple Lutz jump in competition. In his third and last Olympic season, 2021–22, Hanyu won his sixth national title and went for the quadruple Axel jump for the first time, with his attempt at the Beijing Olympics being the closest in competition up to then. On July 19, 2022, he announced his decision to conclude his competitive figure skating career and turn professional. For his achievements at the Winter Olympics, Hanyu was bestowed with the People's Honor Award by the prime minister of Japan as well as two Medals of Honor with Purple Ribbon. He was also selected as a recipient of the Kikuchi Kan Prize for his accomplishments in figure skating, including his back-to-back titles at the Winter Games. Two monuments honoring his Olympic wins were installed at the International Center Station in his hometown of Sendai. Hanyu was listed in ESPN's World Fame 100 and The Dominant 20 along with Forbes' 30 Under 30 Asia for his successful Olympic season in 2018. In 2022, he was ranked sixth in the list of most-searched athletes on Google Search worldwide. ## 2013–14 season ### Key events before the 2013–14 season In the 2010–11 season, Hanyu moved up to senior level as the reigning World and National Junior champion as well as the Junior Grand Prix Final winner. He faced significant competition in the Japanese senior field, including Daisuke Takahashi, Nobunari Oda, Takahiko Kozuka, and Tatsuki Machida, who all had finished ahead of him at the previous Japan Figure Skating Championships. In that season, Hanyu landed his first successful quadruple jump, a quad toe loop, and won his first medal at a main international senior competition at the 2011 Four Continents Championships, where he placed second behind Takahashi. After the 2011 Tōhoku earthquake and tsunami, which had caused severe damage to his home rink in Sendai, Hanyu was forced to move his training base for the rest of the season. He participated in 60 ice shows to get additional practice time and raise money for the areas affected by the disaster. He launched the following season at the 2011 Nebelhorn Trophy, where he won his first gold medal at an international senior competition. During the event, he shared his career goals with the media: > My goals for the future are to land all quad jumps in competition. I would also like to learn the quad Axel. Another goal is to win the next two Olympics, or at least win medals. At the 2012 World Championships, Hanyu became the youngest Japanese World medalist, finishing third behind then two-time world champion Patrick Chan and Daisuke Takahashi, who both acknowledged Hanyu as a potential strong rival in the future. Upon the conclusion of the 2011–12 season, Hanyu changed coaches from Nanami Abe, with whom he had trained since 2004, and moved to Canada to train with Brian Orser at the Toronto Cricket Club. His main motivation for the change were the consistent quadruple jumps by Orser's student Javier Fernández. The move resulted in immediate success; in the following season, Hanyu landed his first quad Salchow in international competition and set his first two world records in the short program segment. He also beat Chan for the first time in competition at the Grand Prix Final in Sochi, which served as a test event for the 2014 Winter Olympics, and won his first national senior title at the 2012–13 Japan Championships, defeating the reigning and five-time national champion, Daisuke Takahashi. Despite a knee injury and ankle sprain, he managed to finish fourth at the subsequent World Championships behind Patrick Chan (gold), Denis Ten (silver), and Javier Fernández (bronze), helping to secure three berths for the Japanese national team at the 2014 Winter Olympics. ### Programs of the 2013–14 season #### Short program: "Parisienne Walkways" For his first Olympic season, Hanyu returned to his short program "Parisienne Walkways" from the 2012–13 season. The music piece is a medley of the songs "Parisienne Walkways" by Gary Moore and "Hoochie Coochie Man" by the Jeff Healey Band from their album Live at Montreux 1999. Hanyu scored two world records with the program in his two Grand Prix events in the previous season. "Parisienne Walkways" was the first of Hanyu's multiple collaborations with Canadian choreographer Jeffrey Buttle. For Buttle, who was also choreographing a short program for the defending three-time world champion Patrick Chan in the same season, it was important to highlight the different strengths of the two skaters. In Hanyu's case, Buttle wanted not only to create a program that fit the wild abandon in his skating but also to help him to overcome his shyness and have some fun. He pointed out Hanyu's engagement and active role in the creation of the choreography: "It's always nice to have someone who will sort of play along with the choreography instead of just standing and waiting for me to say something". Later, in 2018, Buttle named "Parisienne Walkways" as the most memorable of the three programs he had choreographed for Hanyu up to then. He praised Hanyu's ability to pull in the audience and his maturity as a performer at such young age. The costume for the program was created by Japanese costume designer Tadashi Nagashima. For the 2013–14 season, the color of the shirt was changed from grey to blue. #### Free skate program: Romeo and Juliet For the free skate, Hanyu selected the music from Franco Zeffirelli's film Romeo and Juliet (1968) composed by Nino Rota. In the 2011–12 season, he had already performed to Craig Armstrong's soundtrack of Baz Luhrmann's film Romeo + Juliet (1996), earning him his first world championship medal. The music piece was Hanyu's personal choice; the program was meant to mark the culmination of his first four senior seasons. The 2011 Tōhoku earthquake and tsunami, his success at the 2012 World Championships, and the subsequent coaching change were three key events of that period that influenced his decision, as he stated: "I spent two years with Nanami Abe in Sendai and another two years with Brian and his team in Toronto. I wanted to create a program that expresses my gratitude for these four years." Romeo + Juliet was the first free skate program he had skated after the earthquake, having performed it at multiple ice shows across Japan. The support he had received from his fans, coaches, and family at that time made the music piece meaningful and precious to him. However, he switched from Armstrong's to Rota's soundtrack for the Olympic season as he thought it stood out the most among the different versions of Romeo and Juliet, and he had long wished to skate to that specific music piece. Hanyu asked Canadian choreographer David Wilson to create the program for him, but Wilson felt "conflicted" because he had previously created choreography to the piece for many skaters, including Sasha Cohen's free skate program for the 2006 Winter Olympics. In his letter to Wilson, Hanyu stressed his desire to skate to Rota's soundtrack and win the Olympics with it: "I don't want to wait until the next Olympics to be the Olympic champion, I want to be the Olympic champion now. And I'm willing to do anything to make that happen, so please, please help me." Wilson, who had already rejected Hanyu's request to skate to The Phantom of the Opera in the previous season, eventually agreed after realizing that Hanyu would use the music piece either way. The costume of the program was designed by American figure skater Johnny Weir, whom Hanyu named as one of his skating idols, and made by Stephanie Handler. The color and shape of the top were influenced by Weir's personal preference for "white and sparkly" costumes. ### 2013 pre-Olympic events Hanyu's first competition of the Olympic season was the 2013 Finlandia Trophy, where he won the gold medal after placing first in both competition segments, setting unofficial personal best scores with 180.93 points in the free skate and 265.59 in the combined total. His assignments in the 2013–14 Grand Prix series were the Skate Canada International and Trophée Éric Bompard. At Skate Canada, he moved up from third place in the short program to second overall and won silver behind Patrick Chan. Hanyu expressed his disappointment with both performances, having received negative grades of execution (GOE) for all three attempted quadruple jumps and another three jumping passes. At the Trophée Éric Bompard, he skated a clean short program and improved his world record score from the 2012 NHK Trophy by 0.05 points. However, he finished second behind Chan, who had scored world records in all three competition segments with 98.52 points in the short program, 196.75 in the free skate, and 295.27 in the combined total. The two second-place finishes qualified Hanyu for the 2013–14 Grand Prix Final in Fukuoka, where he placed first in the short program and set a new world record with 99.84 points. He also won the free skate despite a fall on the quadruple Salchow, scoring new personal bests of 193.41 in the free skate and 293.25 in the combined total, and claiming his first Grand Prix Final title. In December 2013, Hanyu competed at the Japan Championships, where he went on to win his second national title after placing first in both competition segments. His scores of 103.10 in the short program and 297.80 in the combined total both exceeded the incumbent world records. However, they were not officially recognized as new highest scores because the International Skating Union (ISU) only recorded results that were achieved at international competitions, not national championships. Hanyu was subsequently appointed as part of the Japanese team for the 2014 Winter Olympics and World Championships. ### 2014 Winter Olympics Hanyu went into his first Olympics as one of the gold medal favorites besides Patrick Chan, Daisuke Takahashi, and Russian Evgeni Plushenko, the 2006 Olympic champion as well as the 2002 and 2010 Olympic silver medalist. Hanyu participated in the men's short program of the inaugural figure skating team event, where he competed for the first time against Plushenko whom he had admired growing up. Hanyu performed a clean program and scored an Olympic event record of 97.98, winning that segment and earning 10 points for the Japanese team, which had finished fifth at the end of the event. In the short program of the men's individual event, Hanyu broke his world record with a score of 101.45, becoming the first skater in history to surpass 100 points in the short program. He went into the free skate with a near four-point lead ahead of Patrick Chan, but fell on the opening quad Salchow and put both hands down on a triple flip. Despite the mistakes, Hanyu managed to place first in the segment and score new Olympic records of 178.64 in the free skate and 280.09 overall, surpassing Plushenko's and Evan Lysacek's winning scores from the two previous Winter Games by more than 20 points. In the final standings, Hanyu finished first ahead of Patrick Chan (silver) and Denis Ten (bronze), capturing the first Olympic gold medal for Japan in the men's singles event. It was the second Olympic title in figure skating for the nation, following Shizuka Arakawa's win in the women's event at the 2006 Winter Olympics. Hanyu's victory also marked the first time an Asian country won gold in the men's event, and he became the youngest Olympic men's champion since American Dick Button in 1948. In addition, he was the only Japanese athlete across all sports to win gold at the 2014 Winter Olympics in Sochi. After the competition, Hanyu expressed his dissatisfaction with the free skate, but also his determination as the reigning Olympic champion to become stronger and work hard to create a new era, pledging to compete again at the next Winter Olympics in 2018. ### 2014 post-Olympic events and after season honors Hanyu concluded the season with a victory at the 2014 World Championships in Saitama. He sat in third place after a fall on a quad toe loop in the short program, trailing fellow Japanese skater Tatsuki Machida by about seven points. Hanyu came back with a strong free skate, landing both planned quadruple jumps successfully, and claimed his first world title with a total score of 282.59, winning by one of the smallest margins of 0.33 points ahead of silver medalist Machida. Hanyu became the first Asian and second skater across all disciplines to win the Olympics, Worlds, and the Grand Prix Final in the same season, after Alexei Yagudin in 2001–02. He finished the season being ranked first in the world standings and the season's world rankings. On April 26, 2014, after returning to his hometown of Sendai, a parade was organized by Miyagi Prefecture, Sendai City, and Miyagi Prefecture Skating Federation to celebrate Hanyu's Olympic gold medal. It was held along the Higashi Nibancho Street in the city center and attended by about 92,000 people. Two days later, Hanyu was bestowed with the Medal of Honor with Purple Ribbon by the Government of Japan for his contributions in sports. In May 2015, the Madame Tussauds museum in Tokyo unveiled a life-size wax figure of Hanyu in the costume and ending pose of his Olympic short program "Parisienne Walkways". On July 15, 2022, the costume on the wax figure was changed to the one, which he had used for his free skate program Origin in the 2019–20 season. In memory of Hanyu's and Shizuka Arakawa's victories at the Winter Olympics, two monuments were installed in April 2017 in their hometown near the south exit of the International Center Station on the Sendai Subway Tozai Line. Like his wax figure, Hanyu's monument also depicts the ending pose of the "Parisienne Walkways" program. ## 2017–18 season ### Key events before the 2017–18 season In his second Olympic cycle, Hanyu improved his short program results, having scored above 100 points five times in 17 international competitions before the 2017–18 season. However, in 2014–15, he was struggling with his technical layout, which featured a quadruple toe loop and a triple-triple combination placed in the second half. The issue continued at the 2015 Skate Canada, where he placed sixth in the segment with two invalid jumping passes. While his coach Brian Orser suggested a more "conservative" change, Hanyu decided to add another quad, stating: "I thought by the time of the Pyeongchang Olympics, you cannot win without a short program that includes two quads with difficult entries and exits—plus excellent footwork, spins, and presentation. As the reigning Olympic champion, I want to be absolutely dominant." The offensive strategy earned him back-to-back world records at the 2015 NHK Trophy and the Grand Prix Final, the latter remaining the highest score with 110.95 points until the Olympic season. In his short program at the 2016 Autumn Classic, he also became the first skater to land a quadruple loop jump in international competition. In the free skate segment, Hanyu was the dominant skater of the Olympic cycle, having set three world records as well as the highest score in all three seasons before 2017–18. At the 2015 NHK Trophy, he became the first skater to score above 200 points, improving Patrick Chan’s previous record by almost 20 points. Hanyu cleared the 200 mark five times before the Olympic season, including his performance at the 2015–16 Grand Prix Final, which earned him maximum scores for four technical elements as well as 24 perfect marks of 10.00 in the program components. In 2016–17, he increased the technical difficulty of his free skate, which featured four quadruple jumps, including a quad loop. At the 2017 World Championships, he became the first skater to surpass 220 points with a score of 223.20, which remained the standing record until the Olympic season. In July 2022, Hanyu named this free skate performance of his program Hope and Legacy as the one that he thought would represent him best and was the most perfectly executed of his competitive career. Despite a series of injuries, including a heavy crash with Chinese skater Yan Han in the warm-up at the 2014 Cup of China, Hanyu managed to become the first skater to win four consecutive Grand Prix Finals. He also added a second world title and two more national titles to his medal record and became the first skater to score above 300 points in the combined total. However, he also suffered defeats by Javier Fernández at two World Championships as well as American Nathan Chen at the 2017 Four Continents Championships in Pyeongchang, which served as a test event for the 2018 Winter Olympics. By the end of the 2016–17 season, four other skaters had also passed 300 points in the combined total score: Fernández, Chen, Jin Boyang, and Hanyu's compatriot Shoma Uno. ### Programs of the 2017–18 season #### Short program: Ballade No. 1 For the short program, Hanyu decided to use Ballade No. 1 in G minor, Op. 23, composed by Frédéric Chopin and performed by Krystian Zimerman, for a third time after the 2014–15 and 2015–16 season. With the program, he set back-to-back world records at the 2015 NHK Trophy and the Grand Prix Final. The latter remained the incumbent record until the Olympic season. Ballade No. 1 was also the first and only short program to score above 110 points at that time. The program was choreographed by Jeffrey Buttle, who supported Hanyu's decision to reuse Ballade No. 1 for the Olympic season. In his opinion, it was important to choose a piece that the skater was familiar and comfortable with when facing the additional pressure at the Olympics. In May 2017, Hanyu debuted the Olympic version of Ballade No. 1 at the Japanese touring ice show Fantasy on Ice in Makuhari with a new distribution of the elements, various choreographic changes, and increased technical difficulty, including a quadruple loop jump as well as a quad toe loop-triple toe loop combination in the second half of the program. On the third day of the show, for the first time, he skated a televised clean short program that featured a quad loop. After the show, Hanyu stated in an interview that he preferred the placement of the steps and spins in the layout he had used at the 2015 NHK Trophy, while in the new version the jumps matched the musical structure of the program better. He also noted that the new layout resembled the original choreography of the program, with the opening jump entered and exited by a spread eagle, and a quadruple toe loop placed in the second half. However, compared to his performances from the 2014–15 season, Hanyu now had the required technical skills to realize his and Buttle's initial vision for the program. The original costume of Ballade No. 1 was designed and created by Tadashi Nagashima. The design used at the 2017 Rostelecom Cup and the 2018 Winter Olympics was the fourth version of the costume. Compared to the version of the 2015–16 season, the most striking changes were the additional rhinestones at the collar and the removal of golden trim at the waist and sleeves. #### Free skate program: Seimei For the free skate, Hanyu decided to repeat his program Seimei to the soundtrack of the films Onmyōji and Onmyōji II (The Yin-Yang Master) composed by Shigeru Umebayashi. In the 2015–16 season, he set back-to-back world records with the program at the NHK Trophy and the Grand Prix Final, becoming the first skater to score above 200 points in the free skate. The good results and strong performances at past events encouraged him to bring back the program for the Olympics: "I was able to perform well to that music so I knew I wanted to use it in the Olympic season. I've been saving it for this occasion". Compared to the technical layout of the 2015–16 season, Hanyu planned to increase the difficulty of the program, with a quad Lutz and quad loop as the first two elements and another three quadruple jumps in the second half. He also noted the improvements in the program's composition compared to the previous season and his aim to create "strong, attacking choreography". In the program, Hanyu portrayed the onmyōji Abe no Seimei, a Japanese astronomer of the Heian period in the 10th century. He debuted the program at the Dreams on Ice show in June 2015 and shared his thoughts on the music choice, stating: "I want to expand my performing scale, and I want to do something Japanese. I think among all amateur male skaters, I am the one who fits traditional Japanese style the most". Alongside the movies' storyline, which contains fantastical elements as well as energetic battle scenes, Hanyu wanted to illustrate the duality of sensitivity and strength, femininity and masculinity, that he believes to exist in every human being. The program was choreographed by Canadian ice dancer Shae-Lynn Bourne, who had created Hanyu's free skate program to The Phantom of the Opera for the 2014–15 season. Not familiar with the historical and cultural background of the music piece, Bourne conducted her own research by watching the movies as well studying the dance movements and story of the program. In an interview, she noted how fast and seamless the process had been and acknowledged Hanyu's active role in it. In August 2022, Bourne named Seimei as the program that left the deepest impression on her among the five free skates she had choreographed for Hanyu in the course of his competitive career. Hanyu's commitment was also noted by Takuya Yamaguchi, the chief priest of the Seimei Shrine in Kyoto, who met Hanyu during his visit and was impressed by his research and knowledge about Seimei. To broaden his performance skills and better incorporate the role of the onmyōji, Bourne advised Hanyu to arrange a meeting with Mansai Nomura, who had portrayed the character in the two movies. A well-known stage actor in the traditional Japanese kyōgen theater, Nomura introduced Hanyu to the basic patterns and movements of kata and gave him advice on his posture and hand movements during the program. Feeling that a Japanese music piece might be better edited by a Japanese music editor, Hanyu personally sent a request to Keiichi Yano. Having a clear vision of the music he wanted, he exchanged over 50 emails with Yano, resulting in a total of 32 different music cuts in a span of one month. In addition, Hanyu recorded his own breath for the opening of the program, stating: "I want some trigger sound, and I want it to be something like a sound of a breath, not a sound of an instrument." The costume was designed by Satomi Ito [de; ja], who had created four different versions of the top between 2015 and 2017. The design was inspired by the clothes of the royal family in the Heian period. The biggest change to the 2015–16 season version was the removal of majority of the embroidery to reduce the weight of the costume. The version created for the 2017 Autumn Classic differed slightly in colors from the Olympic one. Hanyu requested the use of white patterned fabric with purple and green-colored parts as well as a pentagram, one of Seimei's notable symbols. ### 2017 pre-Olympic events At the 2017 Autumn Classic, his first competition of the season, Hanyu received 112.72 points for his short program, breaking the world record he had set at the 2015–16 Grand Prix Final (110.95). He executed all of his jumping passes cleanly, with two of them receiving the then highest possible grade of execution of +3 unanimously from the judges. Due to pain in his right knee, Hanyu chose not to attempt the quadruple loop in the competition. In the free skate, he performed an error-filled program, placing fifth in the segment and winning the silver medal behind Javier Fernández. After the competition Hanyu noted: "That seems to be the constant theme to overcome in my skating life—the big gaps between my good performances and my bad performances." His scheduled competitions for the 2017–18 Grand Prix series were the Rostelecom Cup and NHK Trophy. At the former, Hanyu was second after the short program. He under-rotated and lost his balance on the opening quadruple loop and fell after his jump combination. In the free skate, he landed his first quadruple Lutz in competition and received 1.14 GOE for the jump element. Despite making mistakes on two of his other jumping passes, his performance pulled him into first place in the segment, with a score of 195.92. He finished second overall behind Nathan Chen by about three points. On November 9, 2017, Hanyu injured a lateral ligament in his right ankle while practicing the quad Lutz. As a result, he withdrew from the NHK Trophy, which automatically disqualified him from competing for his fifth consecutive Grand Prix Final title. With his recovery taking longer than expected, he subsequently decided to also withdraw from the Japan Championships even though the event served as an Olympic qualifier for Japanese skaters. Despite his withdrawal, Hanyu was assured of a spot on the Olympic team, given his top world standing as well as his position as the reigning world champion and defending Olympic champion. On December 24, the Japan Skating Federation (JSF) announced that he was assigned to represent Japan at the 2018 Winter Olympics and World Championships. However, he would not participate in the Olympic team event to have more time to practice and prepare at his training base in Toronto for the individual event. ### 2018 Winter Olympics Hanyu arrived in South Korea amid intense media coverage on February 11, 2018, accompanied by a heavy security detail. His practice sessions at the Olympics were a subject of media scrutiny and attended by hundreds of reporters. At a press conference on February 13, held after one of his official practices, Hanyu revealed that he had been off the ice until January and only started executing triple jumps three weeks and quadruple jumps two weeks before the competition. He stated that he still had not decided which technical elements he would use for the individual event. On February 16, Hanyu performed a flawless short program, scoring a new Olympic event record of 111.68 points and placing first in the segment. The score was only 1.04 points shy of his personal best and the then world record of 112.72. In the free skate, he performed a solid program that included four quadruple jumps, three of them landed cleanly and the first two receiving maximum scores. He set another Olympic record of 317.85 in the combined total, becoming the first skater to clear 300 points at the Winter Olympics. This result earned him his second consecutive Olympic gold medal, a feat that had not been achieved since Dick Button's back-to-back titles in 1948 and 1952. Hanyu's medal was the 1000th awarded in the history of the Winter Olympic Games. He stood on the podium with his compatriot Shoma Uno (silver) and training mate Javier Fernández (bronze). According to Twitter's database, Hanyu was the most mentioned athlete and his win the most discussed moment of the 2018 Winter Olympics on the social media platform. During a press conference on February 18, Hanyu revealed that he had performed his Olympic practices and programs on strong painkillers. He admitted that if he had not been taking medication, he would have been unable to attempt or land jumps. The ankle injury from November, which had led to a three-month hiatus from competing and a lowered technical difficulty of his Olympic programs, was more severe than anticipated, and he would continue to take painkillers until the conclusion of the exhibition gala. Hanyu also stated that his future competition plans were unclear since the injury had not healed yet, and he wanted to focus on full recovery. However, he said he had no intention to quit skating, and that his next goal would be the quadruple Axel, a jump that had not been landed in competition up to then: > I want to do [a quadruple Axel] because nobody else has. The jump that has never let me down is the triple Axel. I've probably put more time, practice and energy into it than to any other jump. One of my coaches has called the Axel "the king of jumps" and while being grateful to the triple for all it's given me, I'd like to aim for a quad. ### 2018 post-Olympic events and after season honors On March 7, 2018, the Japan Skating Federation announced that Hanyu had decided to withdraw from the upcoming World Championships to allow his injured foot to recover. A medical examination after the Olympic Games revealed that the damaged ligaments in his right ankle as well as other unspecified injuries required at least two weeks of rest and three months of rehabilitation to heal. Despite his multiple withdrawals, Hanyu managed to place first in the world standings at the end of the 2017–18 season. In April, he hosted his first self-produced three-day ice show Continues with Wings at the Musashino Forest Sport Plaza in Tokyo, to which he invited skaters who had influenced and inspired him throughout his career. His guest performers included Evgeni Plushenko, Johnny Weir, Shae-Lynn Bourne, Jeffrey Buttle, Takahito Mura, Minoru Sano, and Russian pair skaters Yuko Kavaguti and Alexander Smirnov. Despite not being originally scheduled, Hanyu surprised the spectators and performed a medley of various past programs, skipping jumps due to his injury. The last day of the show was broadcast live to the public in 66 cinemas nationwide. In an interview after the last show, Hanyu reaffirmed his desire to continue skating, announcing his plans to be ready for the 2018–19 Grand Prix series and to "compete in as many events as possible". On April 22, he paraded in his hometown of Sendai to celebrate his consecutive Olympic gold medals with about 108,000 people in attendance. The event was funded by donations and proceeds earned from selling T-shirts that featured Hanyu's silhouettes and signature, generating an estimated 1.85 billion yen (US\$16 million). The profit, worth approximately 22 million yen after deducting the total cost of the parade, was donated to the local figure skating federation for the purpose of strengthening and developing local skaters, including the foundation of a local competition named the Sendai Mayor's Cup. Six days later, Hanyu was awarded the Medal of Honor with Purple Ribbon for the second time. On June 1, it was announced that Hanyu would receive the People's Honor Award, a prestigious government commendation bestowed by the Prime Minister of Japan. However, Hanyu declined a commemorative gift which came with the award, stating that he was receiving the People's Honor Award as a representative of the people who supported him. He was the youngest among the 27 recipients since the award's creation in 1977 and the first figure skater to be given the honor. Yoshihide Suga, who had served as Chief Cabinet Secretary of Japan at that time, stated that the award had been given to appreciate Hanyu's "historic achievement" that "gave dreams and thrills to the people and hope and courage to society". In 2019, Hanyu took part in a ceremony in Sendai to unveil the design of a new monument depicting the opening pose of his free skate program Seimei, performed at his second Winter Olympics in Pyeongchang. The monument was installed next to the first one, which commemorated his Olympic win in 2014. ## 2021–22 season ### Key events before the 2021–22 season After the introduction of the new +5/-5 judging system in 2018, Hanyu was the dominant skater in the men's short program, having scored above 100 points seven times in eleven international competitions, including three world records. He was also the only skater to score above 110 points multiple times and held the world record with 111.82 points before the 2021–22 Olympic season. The key to Hanyu's success in this competition segment was his high quality elements, well-rounded programs, and consistent Axel jump. At the 2021 World Championships, he landed his 50th triple Axel with positive GOE in his 51st international senior short program. In the free skate segment, Hanyu set two world records in the 2018–19 season and landed five quadruple jumps in one program for the first time in his career at the 2019–20 Grand Prix Final. He also became the first to land a quad toe loop-triple Axel sequence and a quad toe loop-Euler-triple flip combination, and he was the only skater besides Nathan Chen to score above 200 points until the Olympic season. However, Hanyu's struggles with injuries continued and his performance at the 2020–21 Japan Championships was his only free skate with all-positive grades of execution under the new judging system. He suffered defeats at multiple major events, including the 2019–20 Grand Prix Final and Japan Championships, where he placed second behind Chen and Shoma Uno, respectively. Plagued by doubts, Hanyu confessed that there was a moment where he had felt tired of competing. Despite the feeling of having evolved in various aspects of his skating compared to the record-breaking performances in 2015, his scores had become lower, making him wonder if he was "no longer needed" and worried if we was being told to retire. However, he was unwilling to disappoint the people who had supported him and decided to continue competing. In February 2020, he took a new approach by returning to his Olympic programs from 2018 and won his first gold medal at the Four Continents Championships, becoming the first male single skater to complete the Super Slam. In the beginning of the COVID-19 pandemic, Hanyu moved back from Toronto to Sendai and was coached remotely, training alone at his home rink and creating large parts of his programs' choreography himself. With his third place at the 2021 World Championships behind Chen (gold) and compatriot Yuma Kagiyama (silver), Hanyu helped to secure three Olympic berths for Japanese men and became the second male single skater after German Jan Hoffmann to win seven world medals since World War II. However, he explained that he did not feel the same drive to win the Beijing Olympics compared to the previous Winter Games, and made his goal clear for the 2021–22 season: "I am aiming for the quadruple Axel, but if the Olympics happen to be on the way to land the quad Axel, I will think about it. However, my primary goal is not to win the gold medal at the Olympics, but to succeed in four and a half revolutions." ### Programs of the 2021–22 season #### Short program: Introduction and Rondo Capriccioso For the 2021–22 season, Hanyu chose to skate to Introduction and Rondo Capriccioso, Op. 28, composed by Camille Saint-Saëns. For the first time in an Olympic season, Hanyu decided to use a new short program that he had not tested previously in international competition. It was his second program to a composition by Saint-Saëns after "Notte Stellata (The Swan)", which he had performed at the exhibition gala of the 2018 Winter Olympics and other events between 2016 and 2019. Hanyu stated that he had been searching for a piano piece for a long time and a short program "with an expression that only Yuzuru Hanyu can do". He also stated that Introduction and Rondo Capriccioso was a piece he had always wanted to skate to but felt that a piano version would suit his style better than the original composition for violin and orchestra. He consulted Japanese pianist Shinya Kiyozuka [ja] to create a special arrangement for him, stating: "I thought that if I used an original piano version by Kiyozuka, who gave me the energy to live and skate when I was going through a very hard time last season, I would be able to skate more comfortably." He wished for a piece that was overflowing with passion, but also carried some sorrow and delicacy. Hanyu had already skated to Kiyozuka's piano version of the Japanese song "Haru yo, koi [ja]" in various exhibition galas since 2018 and performed with him in a live show collaboration at the 2018 Fantasy on Ice. The foundation of the choreography was laid by Jeffrey Buttle. In order to improve the program regarding different aspects such as the storyline and expression, Hanyu also consulted his coaches Brian Orser, Tracy Wilson, and choreographer Shae-Lynn Bourne. The program reflects his memories and feelings from the time when he did not make any progress with the quadruple Axel, how he tried to push forward, and eventually caught something in his grasp as shown by the final pose. Hanyu noted that regarding the base value of the technical elements, it might not have been the most difficult program he was capable of, but he had increased the complexity of transitions between the elements, stating: "There is only about one crossover before each jump, there are hardly any crossovers in this program. I certainly want these aspects to be seen. In terms of expression, it might not be as refined as my signature programs like 'Ballade No. 1' or 'Seimei' yet, but it is a program with a specific story and feelings woven into the music. I'd like to make it a program where everything can be seen, not only the jumps." The costume for the program was created by Satomi Ito. Hanyu requested a design using cool colors and a choker-like detail in blue. Ito suggested a style that resembled the costume design of Hanyu's previous short program to "Otoñal" by Raúl Di Blasio from the 2019–20 season, and added some golden feathers at its finalization. She described the costume as a "phoenix veiled in blue flames" that "only Hanyu can pull off." #### Free skate program: Heaven and Earth (天と地と) For the free skate, Hanyu decided to reuse the program Heaven and Earth (天と地と, Ten to Chi to) from the previous season and incorporate the quadruple Axel as the first jump. The music is a medley of the opening themes of the two taiga dramas Ten to Chi to (1969) and Shin Heike Monogatari (1972), composed by Isao Tomita. At the 2020–21 Japan Championships, Hanyu performed a clean free skate and set a new unofficial national record score with the program. In his opinion, a performance with clean and seamless jump execution is essential to convey the meaning and expression of the program. Heaven and Earth was choreographed remotely by Shae-Lynn Bourne, who arranged online meetings and exchanged multiple video mails with Hanyu. Due to the lack of presence-based coaching during the corona pandemic, Hanyu had to work out many parts of the choreography himself. At their first meeting, he already had a concept of the program in mind, including the placement of the technical elements with the required space and breathing. In the program, Hanyu portrayed Uesugi Kenshin, a daimyō from the Sengoku period of Japan in the 16th century, who was said to be the most powerful warlord of his time and known for his belief in the Buddhist war god Bishamonten. However, Kenshin was aware of the hardships and sacrifices attached to it and eventually chose to become a monk. Hanyu's motivation behind the program choice was his strong resonance with Kenshin's situation as well as his values and approach towards battle. In an interview with Sports Hochi in August 2022, Hanyu named Heaven and Earth as the favorite among his past figure skating programs. The first part depicts the fourth battle of Kawanakajima in 1561 between the two daimyōs Uesugi Kenshin and his rival Takeda Shingen. Both aimed to take control over a plain in the Shinano Province, located in the area of today's Nagano city, where Hanyu debuted the program in competition. The step sequence is a visualization of Kenshin's sword dance during the single combat with Shingen, which Bourne described as a "battle of beauty". The second part of the program shows Kenshin's reflection on the battle and his life until that point, including his inner conflict of no longer wanting to fight, but being forced to continue in order to protect his loved ones. The program concludes with Kenshin entering priesthood and reaching a state of enlightenment, which is illustrated by the final spins and the ending pose. For Bourne, that pose is a "true expression of 'heaven and earth'—the feet are firmly attached to the earth (represented by the rink), and the hands are stretched out to the sky. It is an image of ascending towards the light of heaven." The original Japanese title of the program literally translates to 'heaven and earth and', which indicates the existence of a third element. In Taoism, heaven (天) and earth (地) are thought to maintain the two poles of the Three Realms of reality, with the middle realm occupied by humanity (人), which Hanyu associated with people and, as an example, himself: "For me, it is 'ten to chi no hito' (a man between heaven and earth). My arm is the transition between where I am, and the sky above, and the earth below." For the music editing, Hanyu again consulted Keiichi Yano, who created a total of 18 versions in a span of two and a half weeks. For Hanyu, it was important to fully utilize the sound of the Japanese lute biwa to structure the program and underline both Kenshin's determination to fight and his reflection on the battle. Hanyu also asked Yano to add the sound of the half-tube zither koto to make the program "even more 'Japonesque'". The costume was designed by Satomi Ito, who took the family crest of the Uesugi clan as inspiration for the costume details, including the golden sparrows on the back of the top. Hanyu asked Ito to base the costume design on the image of the traditional Japanese pantskirt hakama in a color scheme of greenish-blue. However, the hakama was difficult to realize as a light figure skating costume, so Ito used the obi, a belt usually worn with a kimono or keikogi, to reproduce the visual appearance of a hakama. For the Olympic season, the color of the obi was changed from blue to black. ### 2021 pre-Olympic events Approaching the 2021–22 Olympic season, Hanyu was assigned to the Grand Prix series and scheduled for the NHK Trophy and Rostelecom Cup. However, on November 4, 2021, the Japan Skating Federation announced that Hanyu had withdrawn from the NHK Trophy after injuring his right ankle ligament during a fall in practice. On November 17, the JSF also confirmed his withdrawal from the Rostelecom Cup. Hanyu later revealed that the injury had occurred during one of his free skate run-throughs; when setting up for a quad Salchow consecutively after a quad Axel attempt, the edge of his blade did not glide properly and got stuck in the ice, resulting in the fall. He explained that he had some maintenance issues and just sharpened his blades prior to the accident. Shortly after the injury, he had been forced off practice for one month, suffering from a fever due to esophagitis. In December, Hanyu returned to competition at the 2021–22 Japan Championships. In his first practice session, he attempted multiple quad Axels, one of them with a two-footed landing and slightly short on rotation. According to him, the focus was on maintaining a solid axis during the jump rather than maximizing the torque. The next day, Hanyu debuted his short program Introduction and Rondo Capriccioso with a clean performance, receiving maximum grades of execution for the step sequence and the final spin combination as well as a perfect 10.00 for the interpretation component. He took the lead after the short program with a new event record of 111.31 points, only half a point shy of his own world record set at the 2020 Four Continents Championships. In the free skate, Hanyu attempted the quadruple Axel in competition for the first time, but it was landed on two feet and marked as downgraded by the technical panel, lacking more than a half revolution at the landing. However, he managed to execute the rest of the program flawlessly, earning 211.05 points for his performance. With another event record of 322.36 points in the combined total, he won his sixth gold medal at the Japan Figure Skating Championships, tying Takeshi Honda's record of most national titles in the last 50 years. He finished ahead of Shoma Uno (silver) and Yuma Kagiyama (bronze), who both qualified alongside Hanyu for the 2022 Winter Olympics and World Championships. In an interview after the competition, Hanyu shared his thoughts on winning three Olympic gold medals in a row for the first time: > The Olympics to me was a dream through to PyeongChang. I won gold there and in Sochi; that's the dream I had as a child and was my lifelong goal. Honestly, I wasn't thinking about a three-peat. But I recognize the position I'm in, the challenge I'm taking on, and seeing all these athletes working so hard towards the Olympics ... I'm the only figure skater who has the opportunity to win a third straight gold medal. This might not be the dream I've always had, but I want to show a renewed strength—one different from last time and the time before that. ### 2022 Winter Olympics At the 2022 Winter Olympics, Hanyu was scheduled for the men's singles event as his first international competition of the season. His arrival was highly anticipated, especially among his large fanbase in China, and closely followed by the media. On February 6, two days prior to the competition, he arrived at Beijing airport being surrounded by officials in protective gear, who received criticism for the lack of social distancing amidst the corona pandemic. In the short program, Hanyu performed Introduction and Rondo Capriccioso for the first time in international competition. However, he missed his opening quadruple Salchow jump due to his blade getting caught in a hole in the ice. The costly error put him in eighth place with 95.15 points, his lowest short program placement since 2013 and also his lowest score in the segment since the 2019 World Championships. In the free skate, he fell on his two opening jumps, a quadruple Axel and a quad Salchow. After the two mistakes, he delivered a clean performance, placing third in the free skate and fourth overall with a total score of 283.21 points, behind Nathan Chen (gold) and his Japanese compatriots Yuma Kagiyama (silver) and Shoma Uno (bronze). It was Hanyu's first off-podium finish since the 2014 NHK Trophy. His quad Axel attempt received the jump's base value before being reduced for under-rotation, making it the closest attempt in competition until then. In September 2022, American Ilia Malinin successfully landed the first ratified one at the U.S. International Classic, who cited Hanyu as his inspiration to attempt the jump. Upon the conclusion of the men's singles event, it was revealed that Hanyu had re-injured his right ankle in practice the day before the free skate and competed on painkillers. On February 14, he shared more details about his injury, stating that the sprain had been worse than initially assumed, and that if it had been a competition other than the Olympics, he might have withdrawn as his doctor had suggested him to rest his ankle for ten days. However, Hanyu decided to participate in the exhibition gala and also performed a medley of past programs to the media and staff members at the practice rink. Asked about his future, he did not rule out the possibility to return to the Olympic Games, stating: "If you ask me whether these were my last Games, I don't know. The Olympics is a special place, one of a kind. It's a competition, a challenge, that you want to take on even if you're hurt. There's no other place like that for a figure skater. There is a part of me that does want to skate here again." ### 2022 post-Olympic events and after season honors On March 1, 2022, the Japan Skating Federation announced Hanyu's withdrawal from the World Championships, stating that the injury he had suffered at the Beijing Olympics was not fully healed. From May to June, he joined the 2022 Fantasy on Ice tour as one of the lead cast members to four prefectures across Japan. The tour was live-screened in 90 movie theaters nationwide as well as six theaters in Taiwan. During the tour, he jumped multiple quadruple toe loops, indicating that his recovery had been going smoothly. On July 19, Hanyu had called a press conference, where he announced his decision to "step away" from competitive figure skating at amateur level and turn professional, stating that "he had achieved everything he could achieve" and would no longer "seek those kinds of evaluations." He stressed his intention to continue pursuing his "ideal skating" and dream of completing the quadruple Axel as a professional athlete at an ice show or other non-competitive setting. Despite being unable to provide details on his future plans, he expressed his hope "to draw even people who don't normally come out to watch skating". The press conference was live-streamed nationally and covered by major national and international media. On July 21, Hanyu released a message through the Japan Skating Federation, and his profile was removed from the federation's list of advanced skaters as requested by ANA, his affiliated organization at that time. On October 11, Hanyu was announced to be among the recipients of the 70th Kikuchi Kan Prize, a prestigious award for outstanding achievements in cultural activities, named after Japanese author Kikuchi Kan. Hanyu was selected for his accomplishments in the men's singles discipline, including his win of all major international competitions and back-to-back Olympic titles, as well as his inspirational attitude to continue challenging the quadruple Axel. He is the second figure skater to receive the award after Mao Asada in 2017. The award ceremony was held on December 2 in Tokyo. In a video message, Hanyu expressed his gratitude and confessed: "Most of my life was a path to dreams, a series of hopes and despairs. However, I want to make every choice meaningful. Even if I fail or get injured by my choices, I want them to have a meaning." ## Olympic program challenges Hanyu started off his professional skating career by challenging two of his past Olympic programs. On August 10, he shared a two-hour long practice livestream on his newly launched YouTube channel. In the course of that practice session, he attempted his free skate program Seimei from the 2018 Winter Olympics three times and skated a clean performance at last attempt featuring four quadruple jumps. At the end of the session, he remarked: "My goal this time was to skate a clean performance of Seimei with the same technical layout as at the Olympics in Pyeongchang. Well, I had such a strong will to prove that I was better than that time." The practice stream was viewed live by more than 100,000 people and reached a total of one million views in 8.5 hours. In the 45th edition of the annual charity program 24-hour TV "Love Saves the Earth" [hu; ja; zh], broadcast by Nippon TV on August 27, Hanyu challenged his short program Introduction and Rondo Capriccioso from the 2022 Winter Olympics to overcome the negative memories of the event. This time, he succeeded at the opening quad Salchow and performed a clean program with two quadruple jumps and a triple Axel. In a subsequent interview he expressed his feelings about the performance: "I made a mistake at the Olympics—in a way, it was a trauma. That's why I thought, I'd like to challenge it again. I feel that, for the first time, I was able to skate this program to perfection. It was one of those programs that I was too scared to take a step on. But finally, I feel that I was able to get over it and move forward again. I hope that, even if it is only for a second, it will be an opportunity for everyone to move forward." On February 26, 2023, he again challenged the program in his solo ice show Gift at the Tokyo Dome in front of a record audience of 35,000 spectators. He recreated the setting of the Beijing Olympics with a preceding six-minute warm-up session and skated another clean performance with the same technical content, including a successful opening quad Salchow. ## Legacy In 2022, Hanyu was ranked sixth in the list of most-searched athletes on Google Search worldwide, behind Novak Djokovic, Rafael Nadal, Serena Williams (all tennis), Manti Te'o (American football), and Shaun White (snowboard). Various news outlets and magazines such as Nikkei Asia and International Figure Skating noted that Hanyu's exit from the competitive circuit marks the "end of an era". Juliet Macur of The New York Times remarked that "we may never see another skater like Yuzuru Hanyu". Numerous sports figures from and outside figure skating reacted to Hanyu's announcement with gratitude and praise, including Japanese baseballer Shohei Ohtani, gymnast Kōhei Uchimura, and tennis player Naomi Osaka. Thomas Bach, president of the International Olympic Committee, sent a personal message to Hanyu through the IOC's official media account on Twitter: "Congratulations on an outstanding Olympic career. You are a true Olympic champion. Good luck for the next steps in your skating career. We will keep following you and look forward to seeing you again." ## Detailed results ## See also Yuzuru Hanyu series - Ice shows produced by Yuzuru Hanyu - List of career achievements by Yuzuru Hanyu - List of programs and publications of Yuzuru Hanyu Other - List of Olympic medalists in figure skating - List of Olympic medalists in figure skating by age - Figure skating at the 2014 Winter Olympics (men's singles) - Figure skating at the 2018 Winter Olympics (men's singles) - Figure skating at the 2022 Winter Olympics (men's singles)
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Matthew Quay
1,171,651,177
American politician (1833–1904)
[ "1833 births", "1904 deaths", "19th-century American lawyers", "19th-century American politicians", "20th-century American politicians", "American Civil War recipients of the Medal of Honor", "American people of Manx descent", "American political bosses from Pennsylvania", "Pennsylvania lawyers", "Pennsylvania prothonotaries", "People from Dillsburg, Pennsylvania", "People of Pennsylvania in the American Civil War", "Republican National Committee chairs", "Republican Party United States senators from Pennsylvania", "Republican Party members of the Pennsylvania House of Representatives", "Secretaries of the Commonwealth of Pennsylvania", "State treasurers of Pennsylvania", "Union Army officers", "United States Army Medal of Honor recipients", "Washington & Jefferson College alumni" ]
Matthew Stanley Quay (/kweɪ/; September 30, 1833 – May 28, 1904) was an American politician of the Republican Party who represented Pennsylvania in the United States Senate from 1887 until 1899 and from 1901 until his death in 1904. Quay's control of the Pennsylvania Republican political machine made him one of the most powerful and influential politicians in the country, and he ruled Pennsylvania politics for almost twenty years. As chair of the Republican National Committee and thus party campaign manager, he helped elect Benjamin Harrison as president in 1888 despite Harrison not winning the popular vote. He was also instrumental in the 1900 election of Theodore Roosevelt as vice president. Quay studied law and began his career in public office by becoming prothonotary of Beaver County, Pennsylvania, in 1856. He became personal secretary to Governor Andrew Curtin in 1861 after campaigning for him the previous year. During the Civil War, he served in the Union Army, commanding the 134th Pennsylvania Infantry Regiment as a colonel. Quay received the Medal of Honor for heroism at the Battle of Fredericksburg. He acted as Pennsylvania's military agent in Washington before returning to Harrisburg to assist Curtin and aid in his re-election in 1863. He was a member of the Pennsylvania House of Representatives from 1865 to 1868. Beginning in 1867, Quay became increasingly aligned with the political machine run by Senator Simon Cameron, and, by 1880, was the chief lieutenant of Cameron and his son and successor Don. He continued to serve in public office, as Secretary of the Commonwealth, Philadelphia County Recorder, and Pennsylvania Treasurer. The last, to which he was elected in 1885, gave him enough power to eclipse Don Cameron as Pennsylvania's Republican political boss, and put him in position to run for the Senate. He served there from 1887 to 1899, and then from 1901 until his death in 1904. There, he strongly advocated for Pennsylvania's economic interests, paying little mind to matters that did not affect his home state. At the height of his career, Quay influenced appointments to thousands of state and federal positions in Pennsylvania, the occupants of which had to help finance the machine. Opponents within the Pennsylvania Republican Party, such as merchant John Wanamaker, contested his rule from time to time, usually unsuccessfully, though they did block his election to a third term in the Senate for two years, causing the 1899 legislative election for senator to end with no one chosen. Increasingly in poor health, he took on few new battles in his final years. After Quay's death, his political machine was taken over by his fellow Pennsylvania senator, Boies Penrose, who continued to run it until Penrose's own death in 1921. ## Early life and career Matthew Stanley Quay was born in Dillsburg, Pennsylvania, on September 30, 1833. His father was Anderson Beaton Quay, a Presbyterian minister; Matthew's mother's last name at her birth was Catherine McCain. The Quay family was of Scottish and Manx descent; Matthew Quay had a Native American great-grandmother. Matthew was named for General Matthew Stanley, who raised McCain after her parents died; he was one of eight children and the oldest son to reach adulthood. The Quay family lived in several towns in central and western Pennsylvania during Matthew's childhood as Reverend Quay accepted new positions, before they finally settled in Beaver in 1850, where the family had previously lived in the early 1840s. Despite the itinerant nature of the family's existence, the education of the children, including the girls, was not neglected. Matthew attended Beaver and Indiana academies, then enrolled at Jefferson College (now Washington & Jefferson College), where he became a member of Beta Theta Pi. After graduating in 1850, Quay visited Mississippi, where one of his classmates lived on a plantation. They had plans to go into business giving stereopticon lectures, but the equipment broke. Unable to find suitable employment in the South, he returned to Pennsylvania, where he read law in the Pittsburgh firm of Penney and Starrett. James C. Penney, a partner in the firm, stated that he "had never known a man of his age whose mind was so well disciplined and mature". In late 1852, uncertain that he was suited to the law, Quay embarked on another tour of the South but was again unable to find profitable employment and returned to complete his legal studies under the tutelage of Colonel Richard Roberts of Beaver. He was admitted to the bar in Beaver County on October 13, 1854. In 1856, Governor James Pollock appointed Quay as prothonotary of Beaver County, to fill an unexpired term. The appointment came because the governor and his advisors respected Reverend Quay, and the young lawyer was elected to three-year terms in 1856 and 1859. At this time, the Republican Party was being formed; Quay became a member and was the Beaver County manager of that party's candidate for governor in 1860, Andrew Curtin. Quay's success in getting delegates to the state convention from western Pennsylvania to support Curtin was crucial to his getting the nomination. In October 1860, Curtin was elected, and won Beaver County by a large margin, causing him to admire Quay's political skill. ## American Civil War When Curtin became governor in January 1861, he made Quay his private secretary—a considerable advancement for a rural lawyer. At the start of the Civil War, Quay was among the earliest from Beaver County to volunteer. During May 1861, he was commissioned as a first lieutenant in the 19th Division Pennsylvania Uniformed Militia, but did not take up that place. Instead, Governor Curtin made him assistant commissary general of Pennsylvania, with the rank of lieutenant colonel. After the functions of the state commissariat were transferred to Washington, Curtin continued Quay as his private secretary. Curtin sought to be a friend of and advocate for Pennsylvania's soldiers, and hundreds of letters poured in each day, letters that the governor had decreed must be individually answered, no matter how petty the grievance. This task was delegated to Quay, and he performed it flawlessly, even reproducing Curtin's signature so perfectly even the governor could not tell the difference. Other tasks Quay performed for Curtin included being liaison to the legislature. The Republicans lost their majority in the Pennsylvania House of Representatives in the 1861 election, but Quay was able to forge an alliance between the Republican minority and the War Democrats, assuring a legislature that would work with Curtin on war matters. Curtin found Quay's services valuable, and was reluctant to lose him, but Quay wanted a combat assignment, which in August 1862 he got, as colonel of the 134th Pennsylvania Infantry. He and his troops joined General George McClellan's Army of the Potomac in late September 1862, as it pursued General Robert E. Lee's Confederate Army of Northern Virginia after the Battle of Antietam. He did not see combat at that time, as McClellan was content to let Lee retreat into Virginia without a battle. Shortly thereafter, Quay fell ill of typhoid fever, and on medical advice, and because Curtin wanted him to serve as Pennsylvania's military agent in Washington, he submitted his resignation on December 5, 1862, though there were delays in accepting it. In late 1862, Union forces, Quay's among them, prepared for an attack on Fredericksburg, Virginia, on the road to Richmond, the Confederate capital. The acceptance of Quay's resignation was received on the eve of the Battle of Fredericksburg, and he refused to leave his men, persuading commanders to accept him as a voluntary aide-de-camp. Quay was warned by the chief surgeon not to join in the battle because of his health, and was told he would die like a fool. He replied, "I'd rather die like a fool than live like a coward." The attack was a disaster for Union forces, as the Confederate soldiers were well-emplaced, and could not be dislodged. Quay's troops were sent to attack the Confederate positions on Marye's Heights; hidden behind a stone wall, Confederate forces were able to unleash a torrent of fire against the attackers. Astride a horse, Quay urged his men forward, and they were able to get within 25 or 30 yards (23 to 28 meters) of the wall before retreating, with half the soldiers dead or wounded. Quay was not wounded, and his conduct earned him the Medal of Honor. Quay then served as Pennsylvania's military agent in Washington. Although the federal government took a predominant role over the states in the Civil War, state governors appointed agents to liaise with federal officials, to see to the well-being of the state's soldiers, and to answer letters and complaints from troops. Unhappy in the role, in 1863, he secured a transfer back to Harrisburg as Curtin's military secretary, where he did similar work, and where he could help with the governor's successful re-election campaign that year. ## Entry into politics (1864–1872) In 1864, Quay was elected to the state House of Representatives for Beaver and Washington counties, he was re-elected in 1865 and 1866. In 1866, he became the leader of the Republican majority in the House and the chairman of the Ways and Means Committee. Rarely participating in debate, he sought efficiency, causing the appropriations bills to be brought forward early in the session, rather than late, as was customary. In 1867, the legislature was to elect a United States Senator, since senators before 1913 were chosen by legislators, not the people. Curtin sought the seat, as did former senator and U.S. Secretary of War Simon Cameron. As well as supporting Curtin, Quay wanted to be Speaker of the Pennsylvania House, but Curtin's senatorial rivals believed that granting Quay the powers of the speakership would lead to the election of Curtin. Thus, they combined to defeat him. Cameron gained the party legislative caucus's nomination for senator, and Quay healed relations by moving to make the nomination unanimous. Cameron was thereafter elected by the full legislature. Senator Cameron took full control of the state Republican Party over the next years, as Curtin lost power, especially when he was appointed Minister to Russia by President Ulysses S. Grant in 1869, leading to his extended absence from the state, and rising Republicans had to choose between alliance with Cameron or political oblivion. Quay chose the former. Nevertheless, not wanting to be seen as a traitor to Curtin, Quay's change of loyalty was so gradual it was not until 1872 that it was complete. Quay did not seek re-election to the legislature in 1867, instead returning to his hometown and founding a weekly newspaper, the Beaver Radical, which began publication in January 1868. Quay, the editor, declared it to be Republican in outlook but not devoted to any faction. Circulation grew rapidly, and by 1872, the Radical claimed to be the most-distributed weekly in western Pennsylvania. The Radical opposed President Andrew Johnson, but decried the Tenure of Office Act, that Johnson was impeached for violating, as plainly unconstitutional. The Radical also urged Northern states to support African Americans by giving full force to the Fifteenth Amendment's promise of universal male suffrage. According to Frank Bernard Evans in his thesis on Pennsylvania politics of the 1870s, Quay made the Radical to be among "the best-known and most widely-quoted journals in the state". ## Cameron lieutenant (1872–1879) Beginning shortly after the Civil War, Simon Cameron had begun to build a powerful Republican political machine in Pennsylvania. The statewide machine was effectively an alliance of municipal and county Republican machines whose interests had to be harmonized by its leader, the most important being the organizations of strongly Republican Philadelphia County and Allegheny County (Pittsburgh). The Pennsylvania Manufacturers Association was closely aligned with the machine, which followed a conservative course over several decades. Beyond personal leadership by the boss, success required efficient party organization, a political program that could unify the party, and a failure of the Democratic Party, deemed the party of treason after the Civil War, to regain the trust of the Pennsylvania electorate. After his return from Russia, Curtin in 1872 destroyed his remaining influence in the Pennsylvania Republican Party by supporting the Liberal Republican Party, made up of those Republicans opposed to the policies of President Grant, or alienated by the corruption in his administration. Quay fully broke with Curtin, strongly supporting the regular Republican ticket. Quay backed Grant for re-election over the Liberal Republican/Democratic candidate, Horace Greeley of New York, as well as the Republican nominee for governor, Pennsylvania Auditor General (and former Union General) John F. Hartranft. Both Republican candidates were successful, and Quay was rewarded for his efforts for Hartranft with the post of Secretary of the Commonwealth. Returning to the center of Republican politics, he gave up the Radical, selling it to James S. Rutan, his lieutenant in the Cameron machine. In January 1873, Quay managed Cameron's campaign for re-election to the Senate. The Republicans had a majority of 31 overall in the legislature, but dissident Republicans were promoting the industrialist Charlemagne Tower, a political novice, for the seat. Quay disposed of the challenge by calling an early caucus of the Republicans in the legislature, which Tower was unprepared for, and Cameron won easy re-election. With Cameron re-elected to the Senate and Quay as Governor Hartranft's chief advisor, the Cameron machine was much more deeply entrenched than it had been before the Liberal Republican challenge. When not in Washington, Cameron, by now in his mid-seventies, spent time traveling, increasingly leaving day-to-day administration of the machine to his son Don Cameron, Quay, and Robert Mackey, a Cameron lieutenant who served five one-year terms as state treasurer in the 1860s and 1870s. Quay was a delegate to the 1876 Republican National Convention, and with Don Cameron helped frustrate the ambitions of Senator James G. Blaine of Maine in favor of those of Ohio Governor Rutherford B. Hayes. Don Cameron and Quay offered Blaine's managers the state's votes in exchange for a promise to appoint a Pennsylvanian to the Cabinet but Blaine refused. The following year Quay would write to Hayes, "I am immediately responsible for the action of the Pennsylvania delegation which resulted in your nomination. Mr. Blaine will tell you this ..." Quay was chairman of the state Republican Party, and helped win the state for Hayes over Samuel Tilden by fewer than 10,000 votes despite a frosty relationship with the nominee. This was the state in which Hayes won the most electoral votes. With the presidential election disputed, Quay was among the Republicans invited by President Grant to go to Louisiana, one of the states at issue, and investigate the situation there, which he did, acting as a partisan for the Republicans. An electoral commission ruled for Hayes. Grant had made Don Cameron Secretary of War; Hayes refused to retain him or appoint anyone else from Pennsylvania. Angered, Simon Cameron resigned from the Senate, though he engineered the election of his son Don by the legislature as his replacement. The Democrats did well in Pennsylvania's 1877 elections, making the following year's elections important, especially since Hartranft's successor was to be elected and Don Cameron's Senate seat would be filled by the 1879 legislature. With Quay and Mackey from western Pennsylvania and the Camerons based in Harrisburg, Philadelphia had no representation at the high levels of the Republican machine. They decided that Quay should relocate to Philadelphia to take on a new, and lucrative, position as County Recorder. The legislature duly created the position, and Hartranft appointed Quay, who resigned as Secretary of the Commonwealth, to it; Quay relocated to Philadelphia, taking a large double house at 11th and Spruce Streets. The maneuver backfired, as Philadelphians were resentful it was not filled by one of their own. Quay worked to elect a Republican governor and legislature, persuading out of staters like House Minority Leader James A. Garfield of Ohio to give speeches in Pennsylvania. Before returning to his home in Beaver, he stayed in Philadelphia long enough to see out the elections, in which Republican Henry M. Hoyt was narrowly elected by a plurality, and the Republicans gained a majority in both houses of the legislature. Though Mackey died on New Year's Day 1879, Don Cameron was re-elected to a full term. Quay resigned, and was re-appointed as Secretary of the Commonwealth by Governor Hoyt. According to McClure, "It was in this campaign that Quay made himself the acknowledged Republican master in the State, as Mackey died a few weeks after the election, and Quay, green with the laurels of his great victory, became the supreme leader of the party." ## Rise to the Senate (1880–1887) Quay was involved in a financial scandal in 1880. J. Blake Walters, cashier of the Pennsylvania Treasury, made deposits in favored banks using worthless securities, retaining the actual money for stock speculation with Quay and others. Amos C. Noyes was the treasurer, and with Walters gave assurances that the money would not be required from the banks until Quay and his associates had time to restore it. The speculation went badly, and when Samuel Butler, an anti-boss Republican, took office as treasurer in 1880, he demanded a full accounting of state funds. There was a deficit of about \$250,000, () for which Quay accepted responsibility and sold much of his property, with a gap of about \$100,000 filled with a loan from Don Cameron, repaid in 1886 with, according to McClure, a legacy Quay had received. Quay's acceptance of responsibility satisfied the public, as did his statement that Walters (who killed himself) had acted without his instructions. Another source of money for Quay was Standard Oil; he had come to terms with John D. Rockefeller's company in 1879 and requested a "loan" of \$15,000 in 1880, something Rockefeller thought was worth it. Quay continued to deal with Standard Oil financially until his death in 1904, throughout his time in the Senate. To avoid sending a delegation supportive of Blaine to the 1880 Republican National Convention in Chicago, Don Cameron and Quay called a state convention early in the year, before the Blaine supporters could organize, and got the selected delegation to agree to vote as a unit for former president Grant, who was seeking a third term. While Quay and Cameron would likely have made peace with a President Blaine to keep control of Pennsylvania, Grant was more amenable to the bosses' demands. Quay and Cameron acted in spite of the fact that Blaine was widely popular in Pennsylvania. The national convention deadlocked and the nomination fell to Garfield. Cameron and Quay were among the "Immortal 306", the delegates who voted for Grant on the 36th and final ballot. Although Garfield narrowly won both in Pennsylvania and nationwide, Quay's support for Grant meant that he and Cameron would not be in the president-elect's inner circle. This showed when the machine's candidate for Senate in early 1881, Henry W. Oliver, was blocked by the combined strength of the Democrats and independent Republicans; Garfield was asked by Quay to intervene, but he would not do so. The senatorship eventually fell to an independent Republican, Congressman John I. Mitchell. Later in 1881, the assassination of Garfield brought Chester A. Arthur, who was more aligned with the bosses, to the White House. In 1882, a replacement for Governor Hoyt was to be elected, and the Republican Party divided. The Cameron-Quay machine backed James A. Beaver, and the independent Republicans, who backed the views of the Republican Party, but abhorred the bossism, supported John Stewart. When Hoyt endorsed Stewart, Quay resigned as Secretary of the Commonwealth in protest. Democrat Robert E. Pattison was elected. Part of the reason for the defeat was because Quay had insisted that Hoyt pardon legislators convicted of taking bribes to pass a bill reimbursing the Pennsylvania Railroad for losses incurred in the Railroad strike of 1877. Don Cameron had backed Beaver early in the campaign; his brusque style also helped prompt the reaction which defeated the candidate, who was himself well-liked in the Republican Party. While Cameron demanded absolute loyalty to the party machine, in the years after Pattison's victory in 1882, Quay worked to reunite the party and conciliate the independent Republicans. When Blaine again sought the presidential nomination in 1884, Quay surrendered some party offices to the independents in exchange for the state party chairmanship going to his nominee, Thomas V. Cooper. Blaine was nominated, with Quay and Senator Cameron absent from the national convention, but was defeated by Democrat Grover Cleveland. With the White House in the hands of the other party, and with federal offices becoming less political due to the 1883 Pendleton Civil Service Act, Quay sought to dominate at the state level. Appointed state employees, of whatever parties, were dunned a percentage of their salaries, and would lose office if they did not pay. Businesses compensated Quay in cash because of his influence over members of the key committees of the state legislature. Pliable legislators were rewarded by Quay with money for themselves and their campaigns; those unwilling to deal faced well-financed candidates as they sought re-election. Friend and foe had their transactions recorded in files that became known as "Quay's coffins", along with any incidents that might embarrass them, to be brought forth as necessary. In doing so, Quay achieved a level of control over the state government that the Camerons had never reached. This was aided by a sense that Quay was different from Don Cameron, according to Frank W. Leach, Quay's personal secretary, "There was a general feeling that Colonel Quay was nearer the people [than Cameron]". Quay had long wanted to become a U.S. senator, if only to place himself on the same footing as Don Cameron, and McClure related that Quay had confided that he had considered taking Curtin's place in the 1867 senatorial battle. Quay wanted Senator Mitchell's seat, that would be filled by the legislature in early 1887. In 1885, he sought election as state treasurer. This would allow him tremendous control over the party apparatus, and a strong position from which to fight the battle to gain the Senate seat in 1887. Quay, who stated the race for treasurer was one for "self-protection and self-preservation" as others maneuvered within the party, faced some criticism at his attempt to gain the office of treasurer, but had no serious opposition at the Republican convention, and was easily elected. James K. Pollock, in his article on Quay for the Dictionary of American Biography, stated that Quay ran for the office of treasurer to gain vindication after the 1880 treasury scandal. Possession of this office would always be critical to the Quay machine; he once stated, "I don't mind losing the governorship or a legislature now and then, but I always need the state treasuryship." In his new office, Quay had the funds of the state at his command. His ability to deposit state moneys in friendly banks led to an income of some \$150,000 per year to the machine. Loans could be granted to favored individuals, with interest or security not required. To gain the senatorship, Quay needed the Republicans to have a successful 1886 election. As part of the deal to become state treasurer, he had agreed to support the party's 1882 candidate, Beaver, who was now acceptable to both machine and independent Republicans. Quay became the power behind the Beaver campaign. When one reporter asked Quay to arrange an interview with Beaver, Quay agreed and handed the reporter an unsealed envelope with a note inside, "Dear Beaver: Don't talk. M.S. Quay." With a united party at his back, Beaver was elected along with the entire Republican statewide ticket, and the Republicans had nearly a two-thirds majority in each house of the legislature. Determined to be elected by as near a unanimous vote as possible, Quay arranged conferences in each congressional district to which the legislators of that district were invited and told to support the majority sentiment, that is for Quay. On January 4, 1887, the Republican legislative caucus nominated Quay with 154 votes to 9 for the runner-up, Galusha Grow. When the two houses of the legislature voted, Quay received two-thirds majorities in each, and was declared elected a senator. According to John W. Oliver in his journal article on Quay, "By this time Quay had become the undisputed political leader of Pennsylvania. More than that, he was rapidly becoming one of the recognized leaders of the Republican party throughout the nation." ## U. S. Senate ### 1888 presidential campaign Although Quay's first term in the Senate began March 4, 1887, Congress at that time did not convene until December, and so, not yet sworn in, Quay remained as treasurer; he resigned in August. He chose state senator Boies Penrose of Philadelphia to act for him while he was absent in Washington. With Quay away for part of the year in Washington, he needed someone in Harrisburg to deal with the governor and legislature, and run the state organization. Penrose proved an effective choice; Quay, through Penrose, would exercise unparalleled power over state politics. Congress convened in December, but with Democratic President Cleveland still in office, the term was relatively quiet for Quay. As the 1888 Republican National Convention in Chicago approached, several favorite son candidates were seeking support to become the nominee to challenge Cleveland. Blaine had been ambiguous about whether he would be a candidate, though he still had adherents. Quay was the chairman of the Pennsylvania delegation, which did not strongly support any particular candidate, though there were some leanings toward Ohio Senator John Sherman – the Camerons were related by marriage to him. Quay was willing to support Senator Sherman, but primarily he wanted a candidate who, if victorious, would reward Pennsylvania for its support. The convention deadlocked; Quay, realizing that Sherman could not win, opened negotiations with the managers of former senator Benjamin Harrison of Indiana. Quay wanted a written commitment to appoint a Pennsylvanian acceptable to Quay to the cabinet, but Harrison refused. Nevertheless, as the convention swung towards Harrison on the eighth and final ballot, Quay cast Pennsylvania's votes for the Indianan, but the circumstances did not give the state the credit for getting Harrison the nomination as Quay had hoped. At the time, the chairman of the Republican National Committee (RNC) served as campaign manager for the presidential candidate, and Quay, a member of that committee, remained away from its post-convention session in New York. He was elected as RNC chairman by a large margin. Quay recruited Philadelphia businessman John Wanamaker to do much fundraising. Wanamaker contributed \$10,000 himself, led a committee of ten businessmen who contributed an equal sum, and raised over \$200,000. Though the sums were not outlandish by later standards, they were at the time the largest amount ever raised in a presidential campaign. Among those Quay appointed to the national executive campaign committee was Cleveland industrialist Mark Hanna, introducing the future senator to national politics. Quay's technique of assessing corporations for campaign contributions equal to a percentage of their assets would be copied by Hanna when he was RNC chair during the 1896 election. While Quay ran the overall organization out of New York City, Harrison conducted a front porch campaign from his hometown of Indianapolis. Quay originally opposed Harrison's plan, but in August, wired to the candidate, "Keep at it, you're making votes." Blaine's 1884 campaign had been derailed when Rev. Samuel D. Burchard, at a rally with the candidate present, called the Democrats the party of "Rum, Romanism and Rebellion", and both Quay and Harrison were determined to avoid another damaging unscripted remark. After Blaine gave a speech describing trusts as innocuous business associations with which no one should interfere, a position contrary to the Republican platform, Quay saw to it that he stuck to less-controversial topics, and limited his speaking engagements. Quay believed that vote fraud committed by Tammany Hall had given Cleveland New York's electoral votes in 1884, and the election, and the senator was determined to prevent a repetition. To ensure that voter fraud did not occur in New York City, Quay hired agents whose work was ostensibly to compile a city directory, but which would contain the names of all of the city's eligible voters, greatly reducing the scope for voter fraud. Once the work was completed, Quay made it known. He offered rewards for providing evidence resulting in convictions for illegal registration or illegal voting, something the public took more seriously after the first reward paid was for the conviction of a Republican. McClure stated that Quay used some of the campaign fund to bribe Tammany Hall leaders who were disenchanted with Cleveland. He also sent money to win Southern congressional districts, and hired Pinkerton detectives to protect GOP-voting African-Americans there, leading to gains and Republican control of the House of Representatives in the next Congress. There was the start of a scandal just before the election when a letter from Republican campaign treasurer William W. Dudley offering advice as to how to organize men to vote multiple times was pulled from the mails. Quay responded with outrage that a letter had been opened, threatening prosecutions for interfering with the mails, and the election occurred before the scandal could fully develop. Although Cleveland got more votes in New York City, Harrison won New York and the presidency despite losing the national popular vote. Harrison credited "Providence" with his victory, a remark which prompted Quay to state that "Providence hadn't a damn thing to do with it", adding that Harrison would never know how close to the gates of the penitentiary some of his supporters had come to make him president. Despite Harrison's comments, the successful 1888 campaign gave Quay a national reputation, proving he could elect a president. President-elect Harrison appointed one Pennsylvanian to his cabinet: Wanamaker, who took the patronage-rich position of Postmaster General. Quay, who did not want a cabinet post for himself, would have preferred Wanamaker to receive a diplomatic post, but supported the appointment once it was made clear, for it at least put a Pennsylvanian in the cabinet. Nevertheless, he and Senator Cameron were incensed, as Harrison had failed to abide by the usual custom of discussing the nomination in advance with the nominee's home-state senators, and Wanamaker's appointment led to a break between Quay and Harrison. The appointment of Wanamaker proved a mixed blessing at best for Quay, since it elevated to high office a man who would be a thorn in his side for years to come, and the new Postmaster General enraged him by removing one of Quay's aides from his job with the post office. ### Harrison years (1889–1893) Quay and Harrison quickly came to differ about presidential appointments of federal officials. The president wanted to keep control of appointments and minimize the possibility of appointing corrupt people who might reflect badly on him; the state bosses had made promises during the campaign they needed to make good on or lose influence. The situation was made worse when the newspapers characterized each Pennsylvania appointment as either a victory for Quay or for Harrison, something that both men were aware of. In one incident, Quay handed Harrison a list of people he and Cameron wanted appointed, and replied, when the president asked for their qualifications, that the senators from Pennsylvania vouched for them. Harrison refused to appoint without making investigations, saying he could not blindly delegate the power of appointment. In another incident, Quay tried to discourage an office seeker by telling him the president likely would disregard a recommendation. The office seeker, incredulous, asked, "Doesn't he know that you elected him?" to which Quay replied, "No. Benny thinks God did it." When Congress convened in December 1889, the Republicans, in full control of government for the first time since the Grant administration, were anxious to get their legislative priorities through that had been campaign pledges in 1888: tariff legislation, monetary legislation, and an elections bill that would allow African-Americans in the South to more freely cast a ballot. The monetary legislation, the Sherman Silver Purchase Act, passed Congress in May 1890. The tariff bill, the McKinley Tariff (named for its sponsor, House Ways and Means Committee chair William McKinley of Ohio), passed the House in May 1890 with no Democrats in favor, but languished in the Senate, while the Lodge Bill, to reform federal elections in the South, passed the House in July, but faced uncertain prospects in the Senate, as white Southerners saw it as a return to Reconstruction. Quay wanted the tariff to pass because it was supported by many manufacturers who helped finance the Republican Party, especially in Pennsylvania, and he had made promises of protectionist policies during the 1888 campaign. On the other hand, African Americans had no financial gifts to bestow. He also believed the Lodge Bill would provoke renewed sectional conflict. He sought to break the deadlock over the two bills by introducing a resolution in the Republican caucus to set a definite date to vote on the McKinley Tariff while postponing consideration of most other bills, including the Lodge elections legislation, until the next session of Congress in December. This appalled Harrison and bitterly divided the Republican Senate caucus. Eventually a compromise was worked out whereby the Republicans agreed to press the tariff legislation and to bring up the Lodge Bill on the first day of the new session in December. Harrison signed the McKinley Tariff into law on October 1, 1890. When the Lodge Bill came to the floor of the Senate in December, Southern senators announced their intention to filibuster, and Republicans with other priorities, mostly from the West, joined with the Democrats to indefinitely postpone its consideration. In the early part of the Harrison administration there began to be newspaper exposés about Quay and his methods. Although Quay supporters hailed him as a political genius, others deemed him a sinister power behind Harrison's throne. Others who joined the ranks opposing Quay were Pennsylvania reformers such as Henry Lea and Wharton Barker, and disappointed rivals for political power such as Christopher Magee of Pittsburgh. In early 1890, the New York World published a series of articles bringing up incidents from Quay's past, beginning with the 1867 Senate race, in which he was accused of accepting payments to recruit support for Simon Cameron. Quay responded with silence, which he was wont to do. In the 1890 elections, Republicans not only lost control of Congress, but in Pennsylvania, the Democrat, Pattison, was elected governor for a second, non-consecutive term. When asked why the Republican candidate, George W. Delamater had failed, Quay attributed it to "a lack of votes", but historian William Alan Blair stated that Delamater was defeated due to the opposition to Quay. Quay finally answered the allegations against him in February 1891, addressing the Senate, which he rarely did, and calling the allegations "false and foul to the core". This did little to satisfy his opponents, and there were calls for his resignation as RNC chairman. Harrison had long desired his departure, and was unwilling to defend him. Quay in June 1891 announced that he would not lead the next presidential campaign, and resigned the following month. Quay was not supportive of Harrison as the president faced renomination in 1892, but also disliked the only real rival, Blaine. At the 1892 Republican National Convention in Minneapolis, Quay realized that Harrison's renomination could not be prevented, and himself voted for McKinley, by then governor of Ohio, who was third in the balloting although not a declared candidate. Not wishing to be deprived of patronage if Harrison was re-elected, the senator pledged to work for the Republican ticket, but did little until October, when after negotiations and unknown concessions, he appeared at campaign headquarters, and pledged to help raise money. Nevertheless, Harrison was defeated by former president Cleveland. According to Pollock, Quay's "break with Harrison and his failure to take an active part in the campaign of 1892 was [sic] one of the prime factors in the Democratic victory of that year". The 1892 legislative elections were also of concern to Quay as the following year's legislature would vote on whether to give him a second term as senator. There was opposition to Quay within the Republican Party, largely centered on Philadelphia, though Pittsburgh bosses such as Magee were also opposed to him, and put forth Congressman John Dalzell of Allegheny County as a rival. In addition to bossism, Quay was attacked for his sporadic attendance in Congress, which he defended by stating he was still often ill from his exertions in the 1888 presidential race, and had to spend time at his Florida home at St. Lucie. His statements were bolstered when he fell ill early in 1892, causing his wife Agnes to make one of her rare trips away from Beaver to tend to him in Florida. Dalzell was vulnerable to attack as a railroad and corporation lawyer, and an agreement was reached to place both their names on the Republican primary ballot, local legislators in theory being bound to abide by the result. With support from fellow Civil War veterans, Quay defeated Dalzell in almost every county, was the overwhelming choice of the Republican legislative caucus in January 1893, and won his second term later that month with two-thirds of the legislature voting for him. ### Cleveland administration; rise of McKinley (1893–1896) With Cleveland back in the White House, the Republicans had only minority status in Congress. The Democrats wanted to revisit the McKinley Tariff, but other matters, such as the repeal of the Sherman Silver Purchase Act, had higher priority, and it was not until 1894 that what became known as the Wilson-Gorman Tariff passed the House. Seeking to preserve protectionist tariffs for Pennsylvania's manufacturers, Quay threatened to talk the original bill to death. Since he had not addressed the Senate on a legislative matter in his first term, he was not taken seriously, but he proceeded to do what was very close to that, for the bill that eventually emerged from the Senate was so transformed that President Cleveland refused to sign it, letting it pass into law without his signature. Quay kept control of the Senate floor for over two months, from April 14 to June 16, 1894, himself consuming 14 legislative days, and did not conclude his remarks until he and other pro-tariff legislators had secured a compromise that preserved tariffs on manufactures, as favored by Pennsylvania industry, and included other protectionist provisions. John Oliver wrote, "one can readily see the connection between Quay's fight for a high protective tariff and liberal contributions from the Pennsylvania manufacturers". Quay faced further rebellion within the Pennsylvania Republican Party in 1895. Republicans had elected Daniel H. Hastings as governor in 1894; he was the candidate the reform element had wanted in 1890 instead of Delamater, and, this time, Quay acquiesced in his nomination. With Hastings elected, the anti-Quay faction pressed its advantage, defeating Penrose in his attempt to gain the Republican nomination for mayor of Philadelphia in early 1895. With Governor Hastings friendly to the opposition, Quay brought the matter to a head by challenging the opposition-aligned chair of the Republican State Committee for his position. He appealed to rural politicians, alleging that the Philadelphia and Pittsburgh machines were trying to take them over. At the state convention, a deal was reached whereby Quay would get the post, and he moved the adoption of a platform that committed the party to reform. This delighted the opposition, and many embraced Quay as a reformed sinner. McKinley acted early to begin his presidential campaign, meeting with Republican politicians from the South in early 1895 at Thomasville, Georgia, the winter home of his friend and advisor, Mark Hanna. On his return north, Hanna met with former Michigan governor Russell Alger, who was acting as emissary for Quay and New York's Republican political boss, former senator Thomas C. Platt, to discuss a possible deal for the presidential nomination. Despite this and a second meeting, between Hanna and Quay, McKinley insisted he would make no deals to gain the Republican nomination. Platt and Quay decided to promote favorite son candidates to deny McKinley a first-round majority at the 1896 Republican National Convention and force him to the bargaining table. According to historian Clarence A. Stern, the opposition to McKinley "appears to have been to a large extent inspired by the desire of such politicians to gain the greatest possible advantage from the existing situation". Quay was Pennsylvania's favorite son and he found considerable enthusiasm in the state for nominating a Pennsylvanian as the state had been the largest to be consistently loyal to the party, but had never received a place on a Republican ticket. Assured of most of Pennsylvania's 64 votes, Quay journeyed to McKinley's home in Canton, Ohio, for discussions, but, according to the press, received only unspecified assurances. After Governor Hastings nominated Quay for president, the senator received 611⁄2 votes, third behind McKinley, who was nominated, and Speaker of the House Thomas B. Reed of Maine. Although Quay was reluctant, he served on the national campaign advisory committee under the new RNC chairman, Hanna, reversing their positions from 1888. Quay played only a small role in the fall campaign, helping to run the campaign's New York headquarters, and making recommendations that Hanna spend more money in several Southern states, part of which Hanna agreed to. McKinley won the election over the Democratic and Populist candidate, William Jennings Bryan, winning Pennsylvania by almost 300,000 votes, providing nearly half of his margin in the popular vote. ### Battles with Wanamaker; fight for re-election (1896–1901) Don Cameron was to retire as senator when his term expired in 1897, and former postmaster general Wanamaker wanted his seat. Although Wanamaker gave his usual \$10,000 to the Republican presidential candidate, he was not able to gain Quay's backing to become senator, as Quay feared that should he not gain re-election in 1899, Wanamaker might take power in the state party. According to McClure, the two initially agreed, but the pact fell apart when Wanamaker named someone to conduct financial transactions who was unacceptable to the senator. Wanamaker made speeches throughout Pennsylvania to promote himself as a senatorial candidate, and sought the endorsement of legislative candidates, but was faced with the strength of the Quay machine, which had the support of a majority of the elected Republican legislators. In January 1897, Penrose defeated Wanamaker in the Republican caucus, 133–75, and was elected as Pennsylvania's junior senator. An angered Wanamaker would constantly attack and oppose Quay until the senator's death in 1904. In the aftermath of the Senate battle, President McKinley turned over patronage appointments in Pennsylvania to Quay and Penrose; Wanamaker requested that a neighbor of his be appointed postmaster of a fourth-class post office, but was turned down. Wanamaker entered the campaign for the Republican nomination for governor in 1898, campaigning statewide and delivering speeches on "Quayism and Boss Domination in Pennsylvania Politics". He was defeated by Congressman William A. Stone, a Quay loyalist. Nevertheless, during the fall campaign, Wanamaker made 140 speeches, hoping to generate enough opposition to Quay to defeat his re-election bid when the legislature met in January 1899. On October 3, 1898, Quay was arrested for conspiracy to defraud the People's Bank of Philadelphia. Quay had arranged in 1896 for \$1,000,000 of state funds () to be deposited in it and had persuaded John S. Hopkins, cashier and manager of the bank, that the funds be invested in the Metropolitan Traction Company of New York, sending a telegram: "If you buy and carry a thousand Met for me I will shake the plum tree", believed by investigators to mean that funds from the state treasury would be used to cover the speculation. The stock collapsed, the bank failed, and Hopkins fatally shot himself. It was alleged that the bank was paying the interest on state funds not to the state treasury, but to Quay. In spite of the allegations, Stone was victorious by over 110,000 votes. Quay was the choice of the Republican legislative caucus in January 1899, but some remained away and his support was not enough for the necessary majority of the legislature with the two houses meeting in joint assembly. For the next three months, the legislature deadlocked as Quay's term in the Senate ended, leaving a vacancy. Quay had a sufficient hold over the Democratic legislative leaders to prevent them from uniting with the anti-Quay Republicans to elect a senator, and the deadlock persisted through 79 ballots. Quay was finally brought to trial on the allegations in April 1899, but the prosecution rested an hour after the legislature adjourned, having failed to elect a senator, and he was quickly acquitted, leading Quay's defenders to allege that the indictment had been purely political. Within an hour of the acquittal, Governor Stone appointed Quay to fill the vacant Senate seat. Since at the time the Constitution limited governor's appointments to the Senate to when a vacancy occurred during the recess of the legislature, there were immediate questions as to whether this was a valid appointment, and when Congress convened in December, Quay was not seated, but his credentials were referred to a committee. In January 1900, that committee recommended that Quay not be seated by a 5–4 vote, and in April the Senate refused to seat Quay by a vote of 33–32 in a vote that cut across party lines, with the Republicans against Quay including Hanna, who had become senator from Ohio in 1897. Angered by Hanna, Quay found the opportunity for revenge at the 1900 Republican National Convention in Philadelphia. With the death of Vice President Garret Hobart in 1899, McKinley needed a new running mate. Some supported New York Governor Theodore Roosevelt, seen as a war hero and a reformer. Among those who wanted Roosevelt on the national ticket was Platt, who did not want him as governor and figured he would be harmless as vice president. Hanna was appalled at the prospect of putting someone he deemed impulsive so near the reins of power. When approached by Platt, Quay was happy to agree to help, in part because of a desire to avenge himself on Hanna. According to McClure, "it was the desertion of Quay by Hanna in the contest for Quay's admission to the Senate that made Roosevelt the nominee for Vice-President against his own earnest protest, and thus made him President of the United States." In August 1900, the Republican State Convention endorsed Quay and denounced the Senate's action, urging the following year's legislature to return him to the Senate. With Wanamaker again making speeches during the fall campaign, Quay also took to the campaign trail. Despite serving two terms in the Senate, he had rarely made a public address, but spoke 19 times across Pennsylvania in October and November 1900. The McKinley/Roosevelt ticket was elected, winning Pennsylvania, but it was uncertain whether Quay had enough support in the legislature to be elected. Not enough Republicans attended the legislative caucus to provide a majority for Quay leaving him four votes short of a majority to elect. Quay was elected because two Democratic legislators voted for him, and two others remained away from the voting. According to McClure, "only one of Quay's masterly political ingenuity and skillful control of Democrats of easy virtue could have won out in the fight. One of the crucial votes in electing Quay was an ill Republican, brought on a stretcher from the hospital to the state capitol to cast his ballot. He languished, forgotten, in a hallway as his bearers joined in the celebrations of Quay's victory, got pneumonia and died. He was given an impressive funeral: both Quay and Penrose attended, wearing silk hats. ### Final years and death (1901–1904) Quay was sworn in to his third term in the Senate on January 18, 1901, in a Senate chamber filled with his supporters, congratulatory telegrams, and flowers. In May, he let it be known he would not seek another term; the long battle over the seat had sapped his strength, and he planned no new political battles. In general, he held to that resolution, though with a few exceptions, and according to McClure, once he made that announcement, "the factional feeling that had harassed him for many years gradually perished". The assassination of McKinley in September 1901 made Roosevelt president. The fact that he had been instrumental in getting Roosevelt the vice-presidential nomination in 1900 gave Quay little alternative but to support Roosevelt, and the president kept Quay loyal by giving him a major voice in patronage in Pennsylvania, even as he pursued reform policies. With Hanna opposed to Roosevelt and a presidential hopeful for 1904, Roosevelt's allying with Quay, and also Platt, kept the bosses from uniting against him. Roosevelt sometimes refused Quay's requests, as when the senator asked that a Pennsylvanian be appointed to the Isthmian Canal Commission, charged with building the Panama Canal. The president stated that appointment to the commission had to be entirely on merit. Continued divisions in the Pennsylvania Republican Party led to losses in the off-year elections of 1901, and Quay feared this would get worse in 1902, when there would be elections for the governor and the legislature. John P. Elkin had wide support for governor among Quay's faction of the party, and had defended the senator before the Senate committee considering his credentials in 1899 and 1900. Quay believed it was necessary to nominate for governor a judge whose character was beyond suspicion. Hanna favored Elkin's nomination, and Quay feared that the Ohioan might control Pennsylvania's delegation to the next national convention through Elkin. Thus, Quay pressed for the nomination of Judge Samuel Pennypacker of Philadelphia. Pennypacker was reluctant when approached by a Quay emissary, but agreed; he wrote that his election as governor "came to me without the lifting of a finger, the expenditure of a dime, or the utterance of a sigh". Pennypacker's election postponed the divide in the Republican Party in the state until after Quay's death. In office, Pennypacker generally did what Quay wanted, but sometimes differed from him over appointments to office. One battle Quay undertook in his last years was statehood for Oklahoma, New Mexico and Arizona. Both major parties had in their platforms pledged support for statehood, and a bill to accomplish this passed the House of Representatives in 1902. One reason Quay wanted the bill to pass is that it might allow William "Bull" Andrews, a longtime Quay lieutenant with financial interests in New Mexico Territory, to reach the Senate. Quay, a member of the Committee on Territories, amassed support in the Senate for the bill, likely enough to pass, but the committee chair, Albert Beveridge of Indiana, felt the three territories were not yet ready for statehood, and used Senate procedures to evade a vote on the bill through the remainder of the session. Quay remaining in Washington through the winter of 1903 to seek passage of his bill, rather than spending part of the winter in Florida as usual, hurt his health. The territories did not attain statehood during Quay's lifetime. Oliver considered Quay a "real friend of the American Indian". Throughout his Senate career, he was an advocate for Native Americans, but especially was so in his later years. Although Indians had no contributions to give to Quay's machine, he took up their causes, believing they were treated badly by the Federal government. He was a member of the Senate Committee on Indian Affairs; when Chief Joseph and his party came to Washington, they expended all their funds and were unable to get home, Quay paid their railroad fare. During his visits to Florida, he took an interest in the welfare of the Seminole Indians. Beginning in about 1903, Quay's health deteriorated. He went to his brother's country estate at Morganza, Pennsylvania, in April 1904, but knowing he was dying, he asked to be conveyed home to Beaver. Suffering from gastritis, he continued to lose weight and strength. Quay could read and speak several languages, possessing one of the finest private libraries in America. One day in late May 1904, he asked to be taken into his library, where he read a little, handled the volumes lovingly, and after he fell asleep, was taken back to his room. He died in Beaver on May 28, 1904. Quay was buried, in Beaver, on May 31, 1904. Shops throughout the area were closed. Trains brought the general public from Pittsburgh and dignitaries from Harrisburg and Washington. Among the senators attending the funeral were Republicans Penrose, Platt and Joseph B. Foraker of Ohio, and Democrats Arthur Gorman of Maryland and Benjamin Tillman of South Carolina. His headstone gives his name and those of his parents, his dates of birth and death, and implora pacem (Latin for "Pray for peace"). ## Family and sites In 1855, Quay married Agnes Barclay (1831–1911); they had five children; the eldest, Richard Rogers Quay, served in the Pennsylvania legislature. The others were named Andrew Gregg Curtin Quay (a career army officer), Mary Agnew Quay, Coral Quay, and Susan Willard Quay. In 1905, Hanover Square in Beaver was renamed Quay Square. A historical marker to Quay stands at 3rd and Insurance streets there. The Matthew S. Quay House in Beaver has been designated as a National Historic Landmark. Another of his residences, the Roberts-Quay House in Philadelphia, was added to the National Register of Historic Places in 1976. In recognition of his efforts towards New Mexico statehood, there is a Quay County in New Mexico, named for him in 1903 when it was established, as well as a small unincorporated community known as Quay. The former town of Quay, Oklahoma, was also named for him. A statue of Quay stands in the rotunda of the Pennsylvania Capitol in Harrisburg. Quay spent much time in Florida over the last fifteen years of his life, both for his health and for the fishing; local historian Jean Ellen Wilson dubbed him "St. Lucie County's first snowbird." Called "Florida's Third Senator" by Judge Minor Jones, he supported federal projects along the Indian River, where he owned property. Two of the houses he owned still stood as of 2010. In his honor, the municipality of Woodley, Florida was named Quay in 1902, but in 1925, amid the Florida land boom, it was renamed Winter Beach. ## Assessment Quay's death sparked renewed debate about him, though McClure stated that upon his death, "friend and foe bowed regretfully over the grave of Pennsylvania's ablest and most chivalrous political gladiator". The North American of Philadelphia wrote that though Quay's career was "a record of sustained victory", his death "has removed from Pennsylvania a malign influence which for a generation has been the curse and shame of the Commonwealth [of Pennsylvania]". President Roosevelt sent his condolences, and Governor Pennypacker stated that, "now that he is gone, the people of this state will know what they have lost and what they never quite appreciated." By taking power from the Camerons in the mid-1880s, Quay restored the Pennsylvania Republican Party to power there at a time it was divided and out of office at both the state and federal levels, and continued the state as one of the largest and most loyal to the Republican Party. He was able to work with and conciliate many of those whom Don Cameron had alienated. Blair wrote that Quay's techniques were to "work one-on-one; keep quiet; maneuver behind the scenes". According to Pollock, Quay "is chiefly to be remembered for his brilliant and consummate genius as a politician. Never in the history of Pennsylvania, with all of its great politicians, has there been a man with such great powers of leadership in political organization. His whole life was a constant fight." Nevertheless, "many of his contemporaries believed him to be an utterly corrupt man, and yet his methods were no worse than those of his adversaries. He was certainly one of the best-hated men in politics." Wilson stated of Quay that from the time of his election as senator, "various combinations of avowed foes and turncoat friends fought to topple him; reformers attempted to wrest power from his grasp and destroy his political machine. Often his political survival was in doubt; there were times he survived by a very slim margin. He was indicted, arrested, beaten at the polls, attacked from the pulpit, criticized in the press. He endured to make two presidents and to serve three terms in the Senate." Oliver deemed Quay, "the most colorful leader in Pennsylvania's history ... No man in all political history ever excelled him as a leader, a strategist, or an organizer". Quay rarely addressed the Senate; his power was behind the scenes, exercised over dinner and in committee rooms. He authored no major legislation, his interest was in being able to control the flow of legislation. He chaired no major committees, but led the Committee on Public Buildings and Grounds. Almost every member of Congress needed a post office or other building to be constructed in his state or district, and his road to that goal lay through Quay, who could exact a price. According to Wendy J. Schiller and Charles Stewart in their book on the legislative election of senators, "for Quay, holding a Senate seat was merely another means of keeping control over his political empire; he was far better known for keeping his eyes peeled on Pennsylvania politics than on the business conducted on the Senate floor." Patronage in the hands of Quay was profitable: although Wanamaker's 1898 estimate that Quay controlled 14,705 government positions was possibly an exaggeration, the many positions available in a large state like Pennsylvania, where the holders or would-be holders could be dunned for contributions, raised large sums of money that Quay controlled. Such money was key to Quay's power. While state treasurer, he detected loopholes in the laws governing the office, and used them to his advantage, not only during his term of office, but over the next two decades as a series of loyalists occupied that office. Quay kept close control of the purse strings, deciding where money should be doled out. His successor as Pennsylvania's Republican boss, Penrose, stated, "Mr. Quay made it his policy to keep at least one hand on the public purse." He used state money and contributions from industrialists to benefit himself and elect favored candidates. This helped make participation in politics expensive since it required any candidate not acceptable to Quay to raise large sums of money to be successful. Nevertheless, by the close of Quay's career, the power of patronage was becoming an embarrassment, as he had too many friends and allies expecting preferment. In one case, Quay avoided making nineteen enemies by submitting twenty candidates for an office to Governor Stone, and got him to reject them all. Stone then announced his own selection: someone acceptable to Quay. By the turn of the 20th century, progressive reformers sought to eliminate the boss system, and saw Quay as a prime target, resulting in the re-election deadlock of 1899. After Quay died, the Pennsylvania Republican Party fell into factions, first squabbling over the Senate seat (which fell to the state attorney general, Philander C. Knox) and then losing the election for treasurer in 1905 in a state Roosevelt had carried with two-thirds of the vote the previous year. Pennypacker responded by calling the legislature into special session to pass reform legislation. In controlling the machine after Quay's death (which he did until his own death in 1921), Penrose allowed reform measures such as the direct primary and a requirement of examinations for civil service jobs in Philadelphia. Kehl suggested that Quay, by the nature of his position as boss and senator, concerned himself more with the welfare of Pennsylvania than that of the nation: > Quay was even more committed to the status quo than most legislators were. Serving Pennsylvania rather than the United States, he contributed little to the national legislative program of his party. He was content to sit in silence while senatorial discussion resounded on all sides; he never championed any principle, not even the Republican doctrine of protection[ism]. Although he did speak on the tariff, he pronounced no theory, but merely demanded specific schedules for the iron and steel producers of his state. Once local appetites were appeased, he lapsed into legislative indifference until another issue important to his constituents arose. At the end of his career, such self-interest was disturbing to Republican leadership in the Senate. With his passing, many colleagues tacitly hoped for a successor more committed to issues national in scope and substantive in character.
179,513
Natalie Clifford Barney
1,166,265,162
American playwright, poet and novelist (1876–1972)
[ "1876 births", "1972 deaths", "20th-century American novelists", "20th-century American women writers", "Activists from Ohio", "American LGBT dramatists and playwrights", "American LGBT novelists", "American LGBT poets", "American expatriates in France", "American lesbian writers", "American pacifists", "American people of Dutch descent", "American people of English descent", "American people of French descent", "American people of German-Jewish descent", "American poets in French", "American salon-holders", "American women dramatists and playwrights", "American women novelists", "American women poets", "Burials at Passy Cemetery", "LGBT people from Ohio", "Lesbian dramatists and playwrights", "Lesbian memoirists", "Lesbian novelists", "Lesbian poets", "Muses", "Novelists from Ohio", "Writers from Dayton, Ohio" ]
Natalie Clifford Barney (October 31, 1876 – February 2, 1972) was an American writer who hosted a literary salon at her home in Paris that brought together French and international writers. She influenced other authors through her salon and also with her poetry, plays, and epigrams, often thematically tied to her lesbianism and feminism. Barney was born into a wealthy family. She was partly educated in France, and expressed a desire from a young age to live openly as a lesbian. She moved to France with her first romantic partner, Eva Palmer. Inspired by the work of Sappho, Barney began publishing love poems to women under her own name as early as 1900. Writing in both French and English, she supported feminism and pacifism. She opposed monogamy and had many overlapping long and short-term relationships, including on-and-off romances with poet Renée Vivien and courtesan Liane de Pougy and longer relationships with writer Élisabeth de Gramont and painter Romaine Brooks. Barney hosted a salon at her home in Paris for more than 60 years, bringing together writers and artists from around the world, including many leading figures in French, American, and British literature. Attendees of various sexualities expressed themselves and mingled comfortably at the weekly gatherings. She worked to promote writing by women and hosted a "Women's Academy" (L'Académie des Femmes) in her salon as a response to the all-male French Academy. The salon closed for the duration of World War II while Barney lived in Italy with Brooks. She initially espoused some pro-fascist views, but supported the Allies by the end of the war. After the war, she returned to Paris, resumed the salon, and continued influencing or inspiring writers such as Truman Capote. Barney had a wide literary influence. Remy de Gourmont addressed public letters to her using the nickname l'Amazon (the Amazon), and Barney's association with both de Gourmont and the nickname lasted until her death. Her life and love affairs served as inspiration for many novels written by others, ranging from de Pougy's erotic French bestseller Idylle Saphique to Radclyffe Hall's The Well of Loneliness, the most famous lesbian novel of the twentieth century. ## Early life Barney was born in 1876 in Dayton, Ohio, to Albert Clifford Barney and Alice Pike Barney. Alice learned to love the arts from her father, who owned Pike's Opera House in Cincinnati, Ohio. Albert Barney partially inherited his family's railroad car manufacturing company, Barney & Smith Car Works. When Barney was five years old, she encountered Oscar Wilde at a New York hotel. Wilde scooped her up as she ran past him fleeing a group of small boys and held her out of their reach. Then he sat her down on his knee and told her a story. The next day he joined Barney and her mother on the beach, and Wilde inspired Alice to pursue art seriously, which she did despite her husband's disapproval. Like many girls of her time, Barney had a haphazard education. Her interest in the French language began with a governess who read Jules Verne stories aloud to her, so she would have to learn quickly to understand them. She and her younger sister Laura attended Les Ruches, a French boarding school in Fontainebleau, France, founded by feminist Marie Souvestre. As an adult, she spoke and wrote French fluently. When she was ten, her family moved from Ohio to the Scott Circle area of Washington D.C., spending summers at their large cottage in Bar Harbor, Maine. As the rebellious and unconventional daughter of one of the wealthiest families in town, she was often mentioned in Washington newspapers. In her early twenties she made headlines by galloping through Bar Harbor while driving a second horse on a lead ahead of her, riding astride instead of sidesaddle. Barney later said she knew she was a lesbian by age twelve, and she was determined to "live openly, without hiding anything". ## Early relationships ### Eva Palmer Barney's earliest intimate relationship was with Eva Palmer. They became acquainted during summer vacations in Bar Harbor, Maine, and began a sexual relationship during one such trip in 1893. Barney likened Palmer's appearance to that of a medieval virgin. The two remained close for several years. As young adults in Paris they shared an apartment at 4 rue Chalgrin and eventually took their own residences in Neuilly. Barney frequently solicited Palmer's help in her romantic pursuits of other women, including Pauline Tarn. Palmer ultimately left Barney's side for Greece and eventually married Angelos Sikelianos. Their relationship did not survive this turn of events: Barney took a dim view of Angelos and heated letters were exchanged. Later in their lives the friendship was repaired through correspondence and reunions in New York. ### Liane de Pougy In 1899, after seeing the courtesan Liane de Pougy at a dance hall in Paris, Barney presented herself at de Pougy's residence in a page costume and announced she was a "page of love" sent by Sappho. Although de Pougy was one of the most famous women in France, constantly sought after by wealthy and titled men, Barney's audacity charmed her. Barney stood to inherit some family wealth held in trust if she either married or waited for her father's death. While courting de Pougy, Barney was engaged to Robert Cassat, a member of another wealthy railroad family. Barney was open with Cassat about her love of women and relationship with de Pougy. In the hopes of securing the Barney trust money, the three briefly considered a rushed wedding between Barney and Cassat and an adoption of de Pougy. When Cassat ended the engagement, Barney attempted unsuccessfully to persuade her father to give her the money anyway. By the end of 1899, the two had broken up after quarreling repeatedly over Barney's desire to "rescue" de Pougy from her life as a courtesan. Despite the breakup, the two continued having liaisons for decades. Their on-and-off affair became the subject of de Pougy's tell-all roman à clef, Idylle Saphique (Sapphic Idyll). Published in 1901, the book and its sexually suggestive scenes became the talk of Paris, reprinted more than 70 times in its first year. Barney was soon well known as the model for one of the characters. Barney herself contributed a chapter to Idylle Saphique in which she described reclining at de Pougy's feet in a screened box at the theater, watching Sarah Bernhardt's play Hamlet. During intermission, Barney (as "Flossie") compares Hamlet's plight with that of women: "What is there for women who feel the passion for action when pitiless Destiny holds them in chains? Destiny made us women at a time when the law of men is the only law that is recognized." She also wrote Lettres à une Connue (Letters to a Woman I Have Known), her own epistolary novel about the affair. Although Barney failed to find a publisher for the book and later called it naïve and clumsy, it is notable for its discussion of homosexuality, which Barney regarded as natural and compared to albinism. "My queerness," she said, "is not a vice, is not deliberate, and harms no one." ### Renée Vivien In November 1899, Barney met the poet Pauline Tarn, better known by her pen name Renée Vivien. For Vivien it was love at first sight, while Barney became fascinated with Vivien after hearing her recite one of her poems, which Barney described as "haunted by the desire for death". Their romantic relationship was also a creative exchange that inspired both of them to write. Barney provided a feminist theoretical framework which Vivien explored in her poetry. They adapted the imagery of the Symbolist poets along with the conventions of courtly love to describe love between women, also finding examples of heroic women in history and myth. Sappho was an especially important influence and they studied Greek so as to read the surviving fragments of her poetry in the original. Both wrote plays about her life. Vivien saw Barney as a muse and as Barney put it, "she had found new inspiration through me, almost without knowing me". Barney felt Vivien had cast her as a femme fatale and that she wanted "to lose herself ... entirely in suffering" for the sake of her art. Vivien also believed in monogamy, which Barney was unwilling to agree to. While Barney was visiting her family in Washington, D.C. in 1901, Vivien stopped answering her letters. Barney tried to get her back for years, at one point persuading a friend, operatic mezzo-soprano Emma Calvé, to sing under Vivien's window so she could throw a poem (wrapped around a bouquet of flowers) up to Vivien on her balcony. Both flowers and poem were intercepted and returned by a governess. In 1904 she wrote Je Me Souviens (I Remember), an intensely personal prose poem about their relationship which was presented as a single handwritten copy to Vivien in an attempt to win her back. They reconciled and traveled together to Lesbos, where they lived happily together for a short time and discussed starting a school of poetry for women like the one which Sappho, according to tradition, had founded on Lesbos some 2,500 years before. However, Vivien soon got a letter from her lover Baroness Hélène van Zuylen and went to Constantinople thinking she would break up with her in person. Vivien planned to meet Barney in Paris afterward, but instead stayed with the Baroness. This time, the breakup was permanent. Vivien's health declined rapidly after this. The author Colette, who herself had an affair with Barney in 1906, was Vivien's friend and neighbor. According to Colette, Vivien ate almost nothing and drank heavily, even rinsing her mouth with perfumed water to hide the smell. Colette's account has led some to call Vivien an anorexic, but this diagnosis did not yet exist at the time. Vivien was also addicted to the sedative chloral hydrate. In 1908 she attempted suicide by overdosing on laudanum and died the following year. In a memoir written fifty years later, Barney said, "She could not be saved. Her life was a long suicide. Everything turned to dust and ashes in her hands." In 1949, two years after the death of Hélène van Zuylen, Barney restored the Renée Vivien Prize with a financial grant under the authority of the Société des gens de lettres and took on the chairmanship of the jury in 1950. ### Olive Custance Barney purchased and read Opals in 1900, a debut collection of poems by Olive Custance. Responding to the lesbian themes in the poetry, Barney began corresponding with Custance and exchanging poems. The two met in 1901 at Barney and Vivien's home in Paris, and they soon began a short romantic relationship. While Barney's infidelity aggravated Vivien, Custance was also pursuing a relationship with Lord Alfred Douglas, who she would later marry. ## Poetry and plays In 1900, Barney published her first book, a collection of poems called Quelques Portraits-Sonnets de Femmes (Some Portrait-Sonnets of Women). The poems were written in traditional French verse and a formal, old-fashioned style since Barney did not care for free verse. Quelques Portraits has been described as "apprentice work", a classifier which betrays its historical significance. According to biographer Suzanne Rodriguez, the collection's publication meant that Barney became the first woman poet to openly write about the love of women since Sappho. Her mother contributed pastel illustrations of the poems' subjects, wholly unaware three of the four women who modelled for her were her daughter's lovers. Reviews were generally positive and glossed over the lesbian theme of the poems, some even misrepresenting it. The Washington Mirror said Barney "writes odes to men's lips and eyes; not like a novice, either". However, a headline in a society gossip paper cried out "Sappho Sings in Washington" and this alerted her father, who bought and destroyed the publisher's remaining stock and printing plates. To escape her father's sway Barney published her next book, Cinq Petits Dialogues Grecs (Five Short Greek Dialogues, 1901), under the pseudonym Tryphé. The name came from the works of Pierre Louÿs, who helped edit and revise the manuscript. Barney also dedicated the book to him. The first of the dialogues is set in ancient Greece and contains a long description of Sappho, who is "more faithful in her inconstancy than others in their fidelity". Another argues for paganism over Christianity. After the death of Barney's father in 1902, his approximately \$9 million fortune (\$ million in 2018) was left in trust with annual income to be split equally between Barney, her mother, and her sister. His death and the money freed her from any need to conceal the authorship of her books; she never used a pseudonym again. She considered scandal "the best way of getting rid of nuisances" (meaning heterosexual attention from young men). Je Me Souviens was published in 1910, after Vivien's death. That same year, Barney published Actes et Entr'actes (Acts and Interludes), a collection of short plays and poems. One of the plays was Équivoque (Ambiguity), a revisionist version of the legend of Sappho's death: instead of throwing herself off a cliff for the love of Phaon the sailor, she does so out of grief that Phaon is marrying the woman she loves. The play incorporates quotations from Sappho's fragments, with Barney's own footnotes in Greek, and was performed with ancient Greek-inspired music and dance. Barney did not take her poetry as seriously as Vivien did, saying "if I had one ambition it was to make my life itself into a poem". Her plays were only performed through amateur productions in her garden. According to Karla Jay, most of them lacked coherent plots and "would probably baffle even the most sympathetic audience". After 1910 she mostly wrote the epigrams and memoirs, for which she is better known. Her last book of poetry was called Poems & Poemes: Autres Alliances and came out in 1920, bringing together romantic poetry in both French and English. Barney asked Ezra Pound to edit the poems, but ignored his detailed recommendations. ## Salon For over 60 years, Barney hosted a literary salon, first in Neuilly but mostly at her home at 20, Rue Jacob, in Paris. Her salon was a weekly, Friday gathering at which people met to socialize and discuss literature, art, music and any other topic of interest. Though she hosted some of the most prominent male writers of her time, Barney strove to shed light on female writers and their work. In addition to its focus on women, Barney's salon was distinguished by its deliberately international character. She brought together expatriate Modernists with members of the French Academy. The salon Biographer Joan Schenkar described Barney's salon as "a place where lesbian assignations and appointments with academics could coexist in a kind of cheerful, cross-pollinating, cognitive dissonance". The range of sexualities welcomed at the salon was also uncommon in Paris, and Barney's openness with her own sexuality made her salon comfortable to homosexual or bisexual attendees. In the 1900s Barney held early gatherings of the salon at her house in Neuilly. The entertainment included poetry readings and theatricals (in which Colette sometimes performed). Mata Hari performed a dance once, riding into the garden naked as Lady Godiva on a white horse harnessed with turquoise cloisonné. The play Equivoque may have led Barney to leave Neuilly in 1909. According to a contemporary newspaper article, her landlord objected to her holding an outdoor performance of a play about Sappho, which he felt "followed nature too closely". She canceled her lease and rented the pavilion on Rue Jacob in Paris's Latin Quarter, and her salon was held there until the late 1960s. This was a small two-story house, separated on three sides from the main building on the street. Next to the pavilion was a large, overgrown garden with a Doric "Temple of Friendship" tucked into one corner. In this new location, the salon grew a more prim outward face, with poetry readings and conversation, perhaps because Barney had been told the pavilion's floors would not hold up to large dancing parties. Frequent guests during this period included poets Pierre Louÿs and Paul Claudel, diplomat Philippe Berthelot and translator J. C. Mardrus. During World War I, the salon became a haven for those opposed to the war. Henri Barbusse gave a reading from his anti-war novel Under Fire and Barney hosted a Women's Congress for Peace. Other visitors to the salon during the war included Oscar Milosz, Auguste Rodin and poet Alan Seeger, who came while on leave from the French Foreign Legion. Ezra Pound was a close friend of Barney's and often visited. The two schemed together to subsidize Paul Valéry and T. S. Eliot so they could quit their jobs and focus on writing, but Valéry found other patrons and Eliot refused the grant. Pound introduced Barney to avant-garde composer George Antheil, and, while her own taste in music leaned towards the traditional, she hosted premieres of Antheil's Symphony for Five Instruments and First String Quartet. It was also at Barney's salon that Pound met his longtime mistress, the violinist Olga Rudge. In 1927 Barney started an Académie des Femmes (Women's Academy) to honor women writers. This was a response to the influential Académie Française (French Academy) which had been founded in the 17th century by Louis XIII and whose 40 members included no women at the time. Unlike the French Academy, Barney's was not a formal organization but rather a series of readings held as part of the regular Friday salons. Honorees included Colette, Gertrude Stein, Anna Wickham, Rachilde, Lucie Delarue-Mardrus, Mina Loy, Djuna Barnes and posthumously, Renée Vivien. The academy's activities wound down after 1927. Other visitors to the salon during the 1920s included French writers Jeanne Galzy, André Gide, Anatole France, Max Jacob, Louis Aragon and Jean Cocteau. English-language writers also visited, including Ford Madox Ford, W. Somerset Maugham, F. Scott Fitzgerald, Sinclair Lewis, Sherwood Anderson, Thornton Wilder, T. S. Eliot and William Carlos Williams. Barney also hosted German poet Rainer Maria Rilke, Bengali poet Rabindranath Tagore (the first Nobel laureate from Asia), Romanian aesthetician and diplomat Matila Ghyka, journalist Janet Flanner (also known as Genêt, who set the New Yorker style), journalist, activist and publisher Nancy Cunard, publishers Caresse and Harry Crosby, publisher Blanche Knopf, art collector and patron Peggy Guggenheim, Sylvia Beach (the bookstore owner who published James Joyce's Ulysses), painters Tamara de Lempicka and Marie Laurencin and dancer Isadora Duncan. For her 1929 book Aventures de l'Esprit (Adventures of the Mind) Barney drew a social diagram which crowded the names of over a hundred people who had attended the salon into a rough map of the house, garden and Temple of Friendship. The first half of the book had reminiscences of 13 male writers she had known or met over the years and the second half had a chapter for each member of her Académie des Femmes. In the late 1920s Radclyffe Hall drew a crowd reading her novel The Well of Loneliness, recently banned in the UK. A reading by poet Edna St. Vincent Millay packed the salon in 1932. At another Friday salon in the 1930s Virgil Thomson sang from Four Saints in Three Acts, an opera based on a libretto by Stein. Of the famous Modernist writers who spent time in Paris, Ernest Hemingway never made an appearance at the salon. James Joyce came once or twice but did not care for it. Marcel Proust never attended a Friday but did come once to talk with Barney about lesbian culture whilst doing research for In Search of Lost Time, though he ended up too nervous to bring up the subject. ## Epigrams and novel Éparpillements (Scatterings, 1910) was Barney's first collection of pensées—literally, thoughts. This literary form had been associated with salon culture in France since the 17th century, when the genre was perfected at the salon of Madame de Sablé. Barney's pensées, like de Sablé's own Maximes, were short, often one-line epigrams or bon mots such as "There are more evil ears than bad mouths" and "To be married is to be neither alone nor together." Her literary career got a boost after she sent a copy of Éparpillements to Remy de Gourmont, a French poet, literary critic, and philosopher who had become a recluse after contracting the disfiguring disease lupus vulgaris in his thirties. He was impressed enough to invite her to one of the Sunday gatherings at his home, at which he usually received only a small group of old friends. She was a rejuvenating influence in his life, coaxing him out for evening car rides, dinners at the Rue Jacob, a masked ball, even a short cruise on the Seine. He turned some of their wide-ranging conversations into a series of letters that he published in the Mercure de France, addressing her as l'Amazone, a French word that can mean either horsewoman or Amazon; the letters were later collected in book form. He died in 1915, but the nickname he gave her would stay with her all her life—even her tombstone identifies her as "the Amazon of Remy de Gourmont"—and his Letters to the Amazon left readers wanting to know more about the woman who had inspired them. Barney obliged in 1920 with Pensées d'une Amazone (Thoughts of an Amazon), her most overtly political work. In the first section, "Sexual Adversity, War, and Feminism", she developed feminist and pacifist themes, describing war as an "involuntary and collective suicide ordained by man". In war, she said, men "father death as women mother life, with courage and without choice". The epigrammatic form makes it difficult to determine the details of Barney's views; ideas are presented only to be dropped, and some pensées seem to contradict others. Some critics interpret her as saying that the aggression that leads to war is visible in all male relationships. Karla Jay, however, argues that her philosophy was not that sweeping, and is better summed up by the epigram "Those who love war lack the love of an adequate sport—the art of living." Another section of Pensées d'une Amazone, "Misunderstanding, or Sappho's Lawsuit", gathered historical writings about homosexuality along with her own commentary. She also covered topics such as alcohol, friendship, old age, and literature, writing "Novels are longer than life" and "Romanticism is a childhood ailment; those who had it young are the most robust." A third volume, Nouvelles Pensées de l'Amazone (New Thoughts of the Amazon), appeared in 1939. The One Who is Legion, or A.D.'s After-Life (1930) was Barney's only book written entirely in English, as well as her only novel. Illustrated by Romaine Brooks, it concerns a person who committed suicide, known only as A.D., who is brought back to life as a genderless, hermaphroditic being and reads the book of their own life. This book-within-a-book, entitled The Love-Lives of A.D., is a collection of hymns, poems and epigrams, much like Barney's own other writings. ## Major relationships Despite several of her lovers' objections, Barney practiced, and advocated, non-monogamy. As early as 1901, in Cinq Petits Dialogues Grecs, she argued in favor of multiple relationships and against jealousy; in Éparpillements she wrote "One is unfaithful to those one loves in order that their charm does not become mere habit". While she could be quite jealous herself, she actively encouraged at least some of her lovers to be non-monogamous as well. Due in part to Jean Chalon's early biography of her, published in English as Portrait of a Seductress, Barney had become more widely known for her many relationships than for her writing or her salon. She once wrote out a list, divided into three categories: liaisons, demi-liaisons, and adventures. Colette was a demi-liaison, while the artist and furniture designer Eyre de Lanux, with whom she had an off-and-on affair for several years, was listed as an adventure. Among the liaisons—the relationships that she considered most important—were Custance, Vivien, Élisabeth de Gramont, Brooks, and Dolly Wilde. Many of her affairs, like those with Colette and Lucie Delarue-Mardrus, evolved into lifelong friendships. ### Élisabeth de Gramont Élisabeth de Gramont, the Duchess of Clermont-Tonnerre, was a writer best known for her popular memoirs. A descendant of Henry IV of France, she had grown up among the aristocracy; when she was a child, according to Janet Flanner, "peasants on her farm ... begged her not to clean her shoes before entering their houses". Her father's ancestors had squandered their fortune and he married into the Rothschild family after her birth; she did not have any access to her step-mother's wealth. She looked back on this lost world of wealth and privilege with little regret, and became known as the "red duchess" for her support of socialism. Encouraged by her father to wed into security, she married Philibert de Clermont-Tonnere and had two daughters. He was violent and tyrannical. The poet Lucie Delarue-Mardrus introduced Barney and de Gramont in 1909 or 1910. The couple shared academic interests and attended Remy de Gourmont's salon together. Barney wrote an unpublished novel inspired by their early relationship, L’Adultère ingénue (The Adulterous Ingénue). De Gramont accepted Barney's nonmonogamy—perhaps reluctantly at first—and went out of her way to be gracious to her other lovers, always including Brooks when she invited Barney to vacation in the country. Though the two conducted their affair clandestinely, de Gramont's husband found them out and attempted to stop them from seeing each other. He was unsuccessful, and he divorced de Gramont in 1920 after a period of separation. In 1918 she and Barney wrote up a marriage contract stating: "No one union shall be so strong as this union, nor another joining so tender—nor relationship so lasting". The relationship continued until de Gramont's death in 1954. ### Romaine Brooks Barney's longest relationship was with the American painter Romaine Brooks, whom she met around 1915. Brooks specialized in portraiture and was noted for her somber palette of gray, black, and white. During the 1920s she painted portraits of several members of Barney's social circle, including de Gramont and Barney herself. Brooks tolerated Barney's casual affairs well enough to tease her about them, and had a few of her own over the years, but could become jealous when a new love became serious. Usually she simply left town, but at one point she gave Barney an ultimatum to choose between her and Dolly Wilde—relenting once Barney had given in. At the same time, while Brooks was devoted to Barney, she did not want to live with her as a full-time couple; she disliked Paris, disdained Barney's friends, hated the constant socializing on which Barney thrived, and felt that she was fully herself only when alone. To accommodate Brooks's need for solitude they built a summer home consisting of two separate wings joined by a dining room, which they called Villa Trait d'Union, the hyphenated villa. Brooks also spent much of the year in Italy or travelling elsewhere in Europe, away from Barney. Their relationship lasted for over fifty years. ### Dolly Wilde Dolly Wilde was the niece of Oscar Wilde and the last of her family to bear the Wilde name. She was renowned for her epigrammatic wit but, unlike her famous uncle, never managed to apply her gifts to any publishable writing; her letters are her only legacy. She did some work as a translator and was often supported by others, including Barney, whom she met in 1927. Barney's support of Wilde included occasional permission to stay for a few weeks at Rue Jacob. Brooks' disapproval of the relationship increased over the years, aggravated by Wilde's presence in Barney's home. Wilde, the only of Barney's loves to share her enthusiastic rejection of monogamy, strove conscientiously but futilely for Brooks' favor. This culminated in Brooks' ultimatum, delivered in 1931, in which she described Wilde as a rat "gnawing at the very foundation of our friendship". Barney chose Brooks and separated from Wilde; Brooks later allowed Wilde to return and became less critical of Wilde's ways. Like Vivien, Wilde was intensely self-destructive and struggled deeply with mental illness. She attempted suicide several times, and spent much of her life addicted to alcohol and heroin. Barney, a vocal opponent of drug use and alcoholism, financed drug detoxifications several times; to no avail. Wilde even emerged from one nursing-home stay with a new dependency on the sleeping draught paraldehyde, then available over-the-counter. In 1939, she was diagnosed with breast cancer and refused surgery, seeking alternative treatments. The following year, World War II separated her from Barney; she fled Paris for England while Barney went to Italy with Brooks. She died in 1941 from causes never fully explained; with one of the most common speculations being a paraldehyde overdose. Her will, written in 1932, named Barney as her only heir. ## World War II and after Barney's attitudes during World War II have been controversial. In 1937, Una, Lady Troubridge, complained that Barney "talked a lot of half-baked nonsense about the tyranny of fascism". Barney herself had Jewish heritage, and since she spent the war in Florence with Brooks, was investigated by Italian authorities because of this; she was able to escape their attention after her sister Laura arranged for a notarized document attesting to her confirmation. Nevertheless, she believed Axis propaganda that portrayed the Allies as the aggressors. Therefore, pro-Fascism seemed to her to be a logical consequence of her pacifism. An unpublished memoir she wrote during the war years is pro-Fascist and anti-Semitic, quoting speeches by Hitler, apparently with approval. It is possible that the anti-Semitic passages in her memoir were intended to be used as evidence that she was not Jewish; alternatively, she may have been influenced by Ezra Pound's anti-Semitic radio broadcasts. Whatever the case, she did help a Jewish couple escape Italy, providing passage on a ship to the United States. By the end of the war her sympathies had again changed, and she saw the Allies as liberators. Villa Trait d'Union was destroyed by bombing. After the war, Brooks declined to live with Barney in Paris; she remained in Italy, and they visited each other frequently. Their relationship remained mostly monogamous until the mid-1950s, when Barney met her last new love, Janine Lahovary, the wife of a retired Romanian ambassador. Lahovary made a point of winning Brooks's friendship, Barney reassured Brooks that their relationship still came first, and the triangle appeared to be stable. The salon resumed in 1949 and continued to attract young writers for whom it was as much a piece of history as a place where literary reputations were made. Truman Capote was an intermittent guest for almost ten years; he described the decor as "totally turn-of-the-century" and remembered that Barney introduced him to the models for several characters in Marcel Proust's In Search of Lost Time. Alice B. Toklas became a regular after her partner Stein's death in 1946. Fridays in the 1960s honored Mary McCarthy and Marguerite Yourcenar, who in 1980—eight years after Barney's death—became the first female member of the French Academy. Barney did not return to writing epigrams, but did publish two volumes of memoirs about other writers she had known, Souvenirs Indiscrets (Indiscreet Memories, 1960) and Traits et Portraits (Traits and Portraits, 1963). She also worked to find a publisher for Brooks's memoirs and to place her paintings in galleries. In the late 1960s Brooks became increasingly reclusive and paranoid; she sank into a depression and refused to see the doctors Barney sent. Bitter at Lahovary's presence during their last years, which she had hoped they would spend exclusively together, she finally broke off contact with Barney. Barney continued to write to her, but received no replies. Brooks died in December 1970, and Barney on February 2, 1972, aged 95, from heart failure. She is buried at Passy Cemetery, Paris, Île-de-France, France. She left some of her writing, including more than 40,000 letters, to the Bibliothèque littéraire Jacques-Doucet in Paris. ## Legacy By the end of Natalie Barney's life her work had been largely forgotten. In 1979, Barney was honored with a place setting in Judy Chicago's feminist work of art The Dinner Party. In the 1980s Barney began to be recognized for what Karla Jay calls an "almost uncanny anticipation" of the concerns of later feminist writers. English translations of some of her memoirs, essays, and epigrams appeared in 1992, but most of her plays and poetry are untranslated. Her indirect influence on literature, through her salon and her many literary friendships, can be seen in the number of writers who have addressed or portrayed her in their works. Claudine s'en va (Claudine and Annie, 1903) by Colette contains a brief appearance by Barney as "Miss Flossie", echoing the nickname she had earlier been given in de Pougy's novel Idylle Saphique. Renée Vivien wrote many poems about her, as well as a Symbolist novel, Une femme m'apparut (A Woman Appeared to Me, 1904), in which Barney is described as having "eyes ... as sharp and blue as a blade ... The charm of peril emanated from her and drew me inexorably." Remy de Gourmont addressed her in his Letters to the Amazon, and Truman Capote mentioned her in his last, unfinished novel Answered Prayers. She also appeared in later novels by writers who never met her. Anna Livia's Minimax (1991) portrays both Barney and Renée Vivien as still-living vampires. Francesco Rapazzini's Un soir chez l'Amazone (2001) is a historical novel about Barney's salon. The English translation by Sally Hamilton and Suzanne Stroh was published as an audiobook read by Suzanne Stroh under the title A Night at the Amazon's (2020). Barney appears in Hall's The Well of Loneliness as the salon hostess Valérie Seymour, a symbol of self-acceptance in contrast with the protagonist's self hatred. Hall wrote: "Valérie, placid and self-assured, created an atmosphere of courage; everyone felt very normal and brave when they gathered together at Valérie Seymour's." According to Lillian Faderman, "There was probably no lesbian in the four decades between 1928 and the late 1960s capable of reading English or any of the eleven languages into which the book was translated who was unfamiliar with The Well of Loneliness." Lucie Delarue-Mardrus wrote love poems to Barney in the early years of the century, and in 1930 depicted her in a novel, L'Ange et les Pervers (The Angel and the Perverts), in which she said she "analyzed and described Natalie at length as well as the life into which she initiated me". The protagonist of the novel is a hermaphrodite named Marion who lives a double life, frequenting literary salons in female dress, then changing from skirt to trousers to attend gay soirées. Barney is Laurette Wells, a salon hostess who spends much of the novel trying to win back an ex-lover loosely based on Renée Vivien. The book's portrayal of her is, at times, harshly critical, but she is the only person whose company Marion enjoys. Marion tells Wells that she is "perverse ... dissolute, self-centered, unfair, stubborn, sometimes miserly ... [but] a genuine rebel, ever ready to incite others to rebellion .... [Y]ou are capable of loving someone just as they are, even a thief—in that lies your only fidelity. And so you have my respect." After meeting Barney in the 1930s, the Russian poet Marina Ivanovna Tsvetaeva addressed her in a Letter to the Amazon (1934) in which she expressed her conflicted feelings about love between women. The result, according to Terry Castle, is "an entirely cryptic, paranoid, overwhelming piece of reverie". Barney and the women in her social circle are the subject of Djuna Barnes's Ladies Almanack (1928), a roman à clef written in an archaic, Rabelaisian style, with Barnes's own illustrations in the style of Elizabethan woodcuts. She has the lead role as Dame Evangeline Musset, "who was in her Heart one Grand Red Cross for the Pursuance, the Relief and the Distraction, of such Girls as in their Hinder Parts, and their Fore Parts, and in whatsoever Parts did suffer them most, lament Cruelly". "[A] Pioneer and a Menace" in her youth, Dame Musset has reached "a witty and learned Fifty"; she rescues women in distress, dispenses wisdom, and upon her death is elevated to sainthood. Also appearing pseudonymously are de Gramont, Brooks, Dolly Wilde, Hall and her partner Una, Lady Troubridge, Janet Flanner and Solita Solano, and Mina Loy. The obscure language, inside jokes, and ambiguity of Ladies Almanack have kept critics arguing about whether it is an affectionate satire or a bitter attack, but Barney herself loved the book and reread it throughout her life. On October 26, 2009, Barney was honored with a historical marker in her home town of Dayton, Ohio. The marker is the first in Ohio to note the sexual orientation of its honoree. Barney's French novel, Amants féminins ou la troisième, believed to have been written in 1926, was published in 2013. It was translated into English by Chelsea Ray and published in 2016 as Women Lovers or The Third Woman. ## Works ### In French - Quelques Portraits-Sonnets de Femmes (Paris: Ollendorf, 1900) - Cinq Petits Dialogues Grecs (Paris: La Plume, 1901; as "Tryphé") - Actes et entr'actes (Paris: Sansot, 1910) - Je me souviens (Paris: Sansot, 1910) - Eparpillements (Paris: Sansot, 1910) - Pensées d'une Amazone (Paris: Emile Paul, 1920) - Aventures de l'Esprit (Paris: Emile Paul, 1929) - Nouvelles Pensées de l'Amazone (Paris: Mercure de France, 1939) - Souvenirs Indiscrets (Paris: Flammarion, 1960) - Traits et Portraits (Paris: Mercure de France, 1963) - Amants féminins ou la troisième (Paris: ErosOnyx, 2013) ### In English - Poems & Poèmes: Autres Alliances (Paris: Emile Paul, New York: Doran, 1920) – bilingual collection of poetry - The One Who Is Legion (London: Eric Partridge, Ltd., 1930; Orono, Maine: National Poetry Foundation, 1987) facsimile reprint with an afterword by Edward Lorusso ### English translations - A Perilous Advantage: The Best of Natalie Clifford Barney (New Victoria Publishers, 1992); edited and translated by Anna Livia - Adventures of the Mind (New York University Press, 1992); translated by John Spalding Gatton - Women Lovers, or The Third Woman (University of Wisconsin Press, 2016); edited and translated by Chelsea Ray ## See also - LGBT culture in Paris - Renée Vivien Prize - Lesbian Poetry
93,423
Asser
1,170,087,578
9th-century Bishop of Sherborne, writer, and monk
[ "10th-century Christian monks", "10th-century English bishops", "10th-century Welsh people", "900s deaths", "9th-century Christian monks", "9th-century English bishops", "9th-century Latin writers", "9th-century Welsh historians", "9th-century births", "Alfred the Great", "Bishops of Sherborne (ancient)", "Cotton Library", "People from St Davids", "Welsh Christians", "Welsh biographers", "Welsh bishops", "Year of birth unknown", "Year of death uncertain" ]
Asser (/ˈæsər/; ; died 909) was a Welsh monk from St David's, Dyfed, who became Bishop of Sherborne in the 890s. About 885 he was asked by Alfred the Great to leave St David's and join the circle of learned men whom Alfred was recruiting for his court. After spending a year at Caerwent because of illness, Asser accepted. In 893, Asser wrote a biography of Alfred, called the Life of King Alfred. The manuscript survived to modern times in only one copy, which was part of the Cotton library. That copy was destroyed in a fire in 1731, but transcriptions that had been made earlier, together with material from Asser's work which was included by other early writers, have made it possible to reconstruct the work. The biography is the main source of information about Alfred's life and provides far more information about Alfred than is known about any other early English ruler. Asser assisted Alfred in his translation of Gregory the Great's Pastoral Care, and possibly with other works. Asser is sometimes cited as a source for the legend about Alfred's having founded the University of Oxford, which is now known to be false. A short passage making this claim was interpolated by William Camden into his 1603 edition of Asser's Life. Doubts have also been raised periodically about whether the entire Life is a forgery, written by a slightly later writer, but it is now almost universally accepted as genuine. ## Name and early life Asser (also known as John Asser or Asserius Menevensis) was a Welsh monk who lived from at least AD 885 until about 909. Almost nothing is known of Asser's early life. The name Asser is likely to have been taken from Aser, or Asher, the eighth son of Jacob in Genesis. Old Testament names were common in Wales at the time, but it has been suggested that this name may have been adopted at the time Asser entered the church. Asser may have been familiar with a work by St Jerome on the meaning of Hebrew names (Jerome's given meaning for "Asser" was "blessed"). According to his Life of King Alfred, Asser was a monk at St David's in what was then the kingdom of Dyfed, in south-west Wales. Asser makes it clear that he was brought up in the area, and was tonsured, trained and ordained there. He also mentions Nobis, a bishop of St David's who died in 873 or 874, as being a kinsman of his. ## Recruitment by Alfred and time at court Much of what is known about Asser comes from his biography of Alfred, in particular a short section in which Asser recounts how Alfred recruited him as a scholar for his court. Alfred held a high opinion of the value of learning and recruited men from around Britain and from continental Europe to establish a scholarly centre at his court. It is not known how Alfred heard of Asser, but one possibility relates to Alfred's overlordship of south Wales. Several kings, including Hywel ap Rhys of Glywysing and Hyfaidd of Dyfed (where Asser's monastery was), had submitted to Alfred's overlordship in 885. Asser gives a fairly detailed account of the events. There is a charter of Hywel's which has been dated to c. 885; amongst the witnesses is one "Asser", which may be the same person. Hence it is possible that Alfred's relationship with the southern Welsh kings led him to hear of Asser. Asser recounts meeting Alfred first at the royal estate at Dean, Sussex (now East and West Dean, West Sussex). Asser provides only one datable event in his history: on St Martin's Day, 11 November 887, Alfred decided to learn to read Latin. Working backwards from this, it appears most likely that Asser was recruited by Alfred in early 885. Asser's response to Alfred's request was to ask for time to consider the offer, as he felt it would be unfair to abandon his current position in favour of worldly recognition. Alfred agreed but also suggested that he should spend half his time at St David's and half with Alfred. Asser again asked for time to consider, but ultimately agreed to return to Alfred with an answer in six months. On his return to Wales, however, Asser fell ill with a fever and was confined to the monastery of Caerwent for twelve months and a week. Alfred wrote to find out the cause of the delay, and Asser responded that he would keep his promise when he recovered. When he did recover, in 886, he agreed to divide his time between Wales and Alfred's court, as Alfred had suggested. Others at St David's supported this, since they hoped Asser's influence with Alfred would avoid "damaging afflictions and injuries at the hands of King Hyfaidd (who often assaulted that monastery and the jurisdiction of St David)". Asser joined several other noted scholars at Alfred's court, including Grimbald, and John the Old Saxon; all three probably reached Alfred's court within a year of each other. His first extended stay with Alfred was at the royal estate at Leonaford, probably from about April through December 886. It is not known where Leonaford was; a case has been made for Landford, in Wiltshire. Asser records that he read aloud to the king from the books at hand. On Christmas Eve, 886, after Asser had for some time failed to obtain permission to return to Wales, Alfred gave Asser the monasteries of Congresbury and Banwell, along with a silk cloak and a quantity of incense "weighing as much as a stout man." He allowed Asser to visit his new possessions and thence to return to St David's. Thereafter Asser seems to have divided his time between Wales and Alfred's court. Asser gives no information about his time in Wales, but mentions various places that he visited in England, including the battlefield at Ashdown, Cynuit (Countisbury), and Athelney. It is evident from Asser's account that he spent a good deal of time with Alfred: he recounts meeting Alfred's mother-in-law, Eadburh (who is not the same Eadburh who died as a beggar in Pavia), on many occasions; and says that he has often seen Alfred hunting. ## Bishop of Sherborne Sometime between 887 and 892, Alfred gave Asser the monastery of Exeter. Asser subsequently became Bishop of Sherborne, though the year of succession is unknown. Asser's predecessor as Bishop of Sherborne, Wulfsige, attested a charter in 892. Asser's first appearance in the position is in 900, when he appears as a witness to a charter; hence the succession can only be dated to the years 892 to 900. In any event, Asser had already been a bishop prior to his appointment to the see of Sherborne, since Wulfsige is known to have received a copy of Alfred's Pastoral Care in which Asser is described as a bishop. It is possible that Asser was a suffragan bishop within the see of Sherborne, but he may instead have been a bishop of St David's. He is listed as such in Giraldus Cambrensis's Itinerarium Cambriae, although this may be unreliable as it was written three centuries later, in 1191. A contemporary clue is found in Asser's own writing: he mentions that bishops of St David's were sometimes expelled by King Hyfaidd and adds that "he even expelled me on occasion." This also implies that Asser was himself a bishop of St David's. ## The Life of King Alfred In 893, Asser wrote a biography of Alfred entitled The Life of King Alfred; in the original Latin, the title is Vita Ælfredi regis Angul Saxonum. The date is known from Asser's mention of the king's age in the text. The work, which is less than twenty thousand words long, is one of the most important sources of information on Alfred the Great. Asser drew on a variety of texts to write his Life. The style is similar to that of two biographies of Louis the Pious: Vita Hludovici Imperatoris, written c. 840 by an unknown author usually called "the Astronomer", and Vita Hludowici Imperatoris by Thegan of Trier. It is possible that Asser may have known these works. He also knew Bede's Historia ecclesiastica gentis Anglorum; the Historia Brittonum, a Welsh source; the Life of Alcuin; and the Anglo-Saxon Chronicle. It is also clear from the text that Asser was familiar with Virgil's Aeneid, Caelius Sedulius's Carmen Paschale, Aldhelm's De Virginitate, and Einhard's Vita Karoli Magni ("Life of Charlemagne"). He quotes from Gregory the Great's Regula Pastoralis, a work he and Alfred subsequently collaborated in translating, and from Augustine of Hippo's Enchiridion. About half of the Life is little more than a translation of part of the Anglo-Saxon Chronicle for the years 851–887, though Asser adds personal opinions and interpolates information about Alfred's life. Asser also adds material relating to the years after 887 and general opinions about Alfred's character and reign. Asser's prose style has been criticised for weak syntax, stylistic pretensions, and garbled exposition. His frequent use of archaic and unusual words gives his prose a baroque flavour that is common in Insular Latin authors of the period. He uses several words that are peculiar to Frankish Latin sources. This has led to speculation that he was educated at least partly in Francia, but it is also possible that he acquired this vocabulary from Frankish scholars he associated with at court, such as Grimbald. The Life ends abruptly with no concluding remarks and it is considered likely that the manuscript is an incomplete draft. Asser lived a further fifteen or sixteen years and Alfred a further six, but no events after 893 are recorded. It is possible that the work was written principally for the benefit of a Welsh audience. Asser takes pains to explain local geography, so he was clearly considering an audience not familiar with the areas he described. More specifically, at several points he gives an English name and follows it with the British / Welsh equivalent name, such as in the case of Nottingham. As a result, and given that Alfred's overlordship of south Wales was recent, it may be that Asser intended the work to acquaint a Welsh readership with Alfred's personal qualities and reconcile them to his rule. However, it is also possible that Asser's inclusion of Welsh placenames simply reflects an interest in etymology or the existence of a Welsh audience in his own household rather than in Wales. There are also sections such as the support for Alfred's programme of fortification that give the impression of the book's being aimed at an English audience. Asser's Life omits any mention of internal strife or dissent in Alfred's own reign, though when he mentions that Alfred had to harshly punish those who were slow to obey Alfred's commands to fortify the realm, he makes it clear that Alfred did have to enforce obedience. Asser's life is a one-sided treatment of Alfred, though since Alfred was alive when it was composed, it is unlikely to contain gross errors of fact. In addition to being the primary source for Alfred's life, Asser's work is also a source for other historical periods, where he adds material to his translation of the Anglo-Saxon Chronicle. For example, he tells a story about Eadburh, the daughter of Offa. Eadburh married Beorhtric, king of the West Saxons. Asser describes her as behaving "like a tyrant" and ultimately accidentally poisoning Beorhtric in an attempt to murder someone else. He finishes by describing her death as a beggar in Pavia. ## Manuscripts of The Life of King Alfred The early manuscript of the Life does not appear to have been widely known in medieval times. Only one copy is known to have survived into modern times. It is known as Cotton MS Otho A xii, and was part of the Cotton library. It was written about 1000 and was destroyed in a fire in 1731. The lack of distribution may be because Asser had not finished the manuscript and so did not have it copied. However, the material in the Life is recognizable in other works. There is some evidence from early writers of access to versions of Asser's work, as follows: - Byrhtferth of Ramsey included large sections of it into Historia Regum, a historical work he wrote in the late tenth or early 11th century. He may have used the Cotton manuscript. (The Historia Regum was until recently attributed to Symeon of Durham.) - The anonymous author of the Encomium Emmae (written in the early 1040s) was apparently acquainted with the Life, though it is not known how he knew of it. The author was a monk of St Bertin's in Flanders, but may have learned of the work in England. - The chronicler known as Florence of Worcester incorporated parts of Asser's Life into his chronicle, in the early 12th century; again, he may have also used the Cotton manuscript. - An anonymous chronicler at Bury St Edmunds, working in the second quarter of the 12th century, produced a compilation now known as The Annals of St Neots. He used material from a version of Asser's work which differs in some places from the Cotton manuscript and in some places appears to be more accurate, so it is possible that the copy used was not the Cotton manuscript. - Giraldus Cambrensis wrote a Life of St Æthelberht, probably at Hereford during the 1190s. He quotes an incident from Asser that occurred during the reign of Offa of Mercia, who died in 796. This incident is not in the surviving copies of the manuscript. It is possible that Giraldus had access to a different copy of Asser's work. It is also possible that he is quoting a different work by Asser, which is otherwise unknown, or even that Giraldus is making up the reference to Asser to support his story. The latter is at least plausible, since Giraldus is not always regarded as a trustworthy writer. The history of the Cotton manuscript itself is quite complex. The list of early writers above mentions that it may have been in the possession of at least two of them. It was owned by John Leland, the antiquary, in the 1540s. It probably became available after the dissolution of the monasteries, in which the property of many religious houses was confiscated and sold. Leland died in 1552 and it is known to have been in the possession of Matthew Parker from some time after that until his own death in 1575. Although Parker bequeathed most of his library to Corpus Christi College, Cambridge, the Cotton manuscript was not included. By 1600, it was in the library of Lord Lumley and by 1621 the manuscript was in the possession of Robert Cotton. The Cotton library was moved in 1712 from Cotton House in Westminster to Essex House in the Strand and then moved again in 1730 to Ashburnham House in Westminster. On the morning of Saturday, 23 October 1731, a fire broke out and the Cotton manuscript was destroyed. As a result, the text of Asser's Life is known from a multitude of different sources. Various transcripts had been made of the Cotton manuscript and a facsimile of the first page of the manuscript had been made and published, giving more direct evidence for the hand of the scribe. In addition to these transcripts, the extracts mentioned above made by other early writers have been used to help assemble and assess the text. Because of the lack of the manuscript itself and because Parker's annotations had been copied by some transcribers as if they were part of the text, scholarly editions have had a difficult burden. There have been multiple editions of The Life published, both in Latin and in translation. The 1904 critical edition (with 130 pages of introduction) by W. H. Stevenson, Asser's Life of King Alfred, together with the Annals of Saint Neots erroneously ascribed to Asser, still provides the standard Latin text: this was translated into English in 1905 by Albert S. Cook. An important recent translation, with thorough notes on the scholarly problems and issues, is Alfred the Great: Asser's Life of King Alfred and Other Contemporary Sources by Simon Keynes and Michael Lapidge. ## Legend of founding of Oxford In 1603 the antiquarian William Camden published an edition of Asser's Life in which there appears a story of a community of scholars at Oxford, who were visited by Grimbald: > In the year of our Lord 886, the second year of the arrival of St Grimbald in England, the University of Oxford was begun ... John, monk of the church of St David, giving lectures in logic, music and arithmetic; and John, the monk, colleague of St Grimbald, a man of great parts and a universal scholar, teaching geometry and astronomy before the most glorious and invincible King Alfred. There is no support for this in any source known. Camden based his edition on Parker's manuscript, other transcripts of which do not include any such material. It is now acknowledged that this is an interpolation of Camden's, though the legend itself first surfaced in the 14th century. Older books about Alfred the Great include the legend: for example, Jacob Abbott's 1849 Alfred the Great says that "One of the greatest and most important of the measures which Alfred adopted for the intellectual improvement of his people was the founding of the great University of Oxford." ## Claims of forgery During the 19th and 20th centuries, several scholars asserted that Asser's biography of King Alfred was not authentic, but a forgery. A prominent claim was made in 1964 by the respected historian V.H. Galbraith in his essay "Who Wrote Asser's Life of Alfred?" Galbraith argued that there were anachronisms in the text that meant it could not have been written during Asser's lifetime. For example, Asser uses "rex Angul Saxonum" ("king of the Anglo-Saxons") to refer to Alfred. Galbraith asserted that this usage does not appear until the late 10th century. Galbraith also identified the use of "parochia" to refer to Exeter as an anachronism, arguing that it should be translated as "diocese" and hence that it referred to the bishopric of Exeter, which was not created until 1050. Galbraith identified the true author as Leofric, who became Bishop of Devon and Cornwall in 1046. Leofric's motive, according to Galbraith, was to justify the re-establishment of his see at Exeter by demonstrating a precedent for the arrangement. The title "king of the Anglo-Saxons" does, however, in fact occur in royal charters that date to before 892 and "parochia" does not necessarily mean "diocese", but can sometimes refer just to the jurisdiction of a church or monastery. In addition, there are other arguments against Leofric's having been the forger. Aside from the fact that Leofric would have known little about Asser and so would have been unlikely to construct a plausible forgery, there is strong evidence dating the Cotton manuscript to about 1000. The apparent use of Asser's material in other early works that predate Leofric also argues against Galbraith's theory. Galbraith's arguments were refuted to the satisfaction of most historians by Dorothy Whitelock in Genuine Asser, in the Stenton Lecture of 1967. More recently, in 2002, Alfred Smyth has argued that the Life is a forgery by Byrhtferth, basing his case primarily on an analysis of Byrhtferth's and Asser's Latin vocabulary. Byrhtferth's motive, according to Smyth, is to lend Alfred's prestige to the Benedictine monastic reform movement of the late tenth century. However, the argument has not been found persuasive, and few historians harbour doubts about the authenticity of the work. ## Other works and date of death In addition to the Life of King Alfred, Asser is credited by Alfred as one of several scholars who assisted with Alfred's translation of Pope Gregory I's Regula Pastoralis (Pastoral Care). The historian William of Malmesbury, writing in the 12th century, believed that Asser also assisted Alfred with his translation of Boethius. The Annales Cambriae, a set of Welsh annals that were probably kept at St David's, records Asser's death in the year 908. The Anglo-Saxon Chronicle records the following entry as part of the entry for 909 or 910 (in different versions of the chronicle): "Here Frithustan succeeded to the bishopric in Winchester, and after that Asser, who was bishop at Sherborne, departed." The year given by the chronicle was uncertain, because different chroniclers started the new year at different calendar dates, and Asser's date of death is generally given as 908/909.
440,535
El Tatio
1,170,134,399
Geyser field located in the Andes Mountains, Chile
[ "Atacama Desert", "First 100 IUGS Geological Heritage Sites", "Geography of Antofagasta Region", "Geysers of Chile", "Landforms of Antofagasta Region", "Tourist attractions in Antofagasta Region" ]
El Tatio is a geothermal field with many geysers located in the Andes Mountains of northern Chile at 4,320 metres (14,170 ft) above mean sea level. It is the third-largest geyser field in the world and the largest in the Southern Hemisphere. Various meanings have been proposed for the name "El Tatio", including "oven" or "grandfather". The geothermal field has many geysers, hot springs, and associated sinter deposits. These hot springs eventually form the Rio Salado, a major tributary of the Rio Loa, and are a major source of arsenic pollution in the river. The vents are sites of populations of extremophile microorganisms such as hyperthermophiles, and El Tatio has been studied as an analogue for the early Earth and possible past life on Mars. El Tatio lies at the western foot of a series of stratovolcanoes, which runs along the border between Chile and Bolivia. This series of volcanoes is part of the Central Volcanic Zone, one of several volcanic belts in the Andes, and of the Altiplano–Puna volcanic complex (APVC). This is a system of large calderas and associated ignimbrites, which have been the sources of supereruptions between 10 and 1 million years ago. Some of these calderas may be the source of heat for the El Tatio geothermal system. There are no recorded eruptions of the Tatio volcanoes in the historical period. The field is a major tourism destination in northern Chile. It was prospected over the last century for geothermal power production, but development efforts were discontinued after a major incident in 2009 in which a geothermal well blew out, creating a steam column. The blowout caused a political controversy about geothermal power development in Chile. ## Name and research history The term "tatio" comes from the Kunza language and means 'to appear', 'oven', but it has also been translated as 'grandfather' or 'burnt'. The geyser field is also known as the Copacoya geysers; Copacoya is the name of a mountain in the area. The earliest mentions of geysers in the region are from the late 19th century, and they were already well known by 1952. The first geothermal prospecting of the field occurred in the 1920s and the field was mentioned in academic literature in 1943. More systematic research took place in 1967–1982; most research on this geothermal field was done in the context of geothermal prospecting. ## Geography and geomorphology El Tatio lies in the Antofagasta Province of northern Chile close to the border between Chile and Bolivia. The field is located 89–80 kilometres (55–50 mi) north of the town San Pedro de Atacama and 100 kilometres (62 mi) east of the town of Calama; Chile Route B-245 connects El Tatio to San Pedro de Atacama. Towns close to El Tatio are Toconce to the north, Caspana to the west and Machuca to the south. A workers' camp for a sulfur mine at Volcan Tatio was reported to exist in 1959. The old Inca trail from San Pedro de Atacama to Siloli crossed the geyser field; the Inca also operated a mountain sanctuary on Volcan Tatio. There are several unpaved roads and all parts of the field are easily accessible by foot. El Tatio is part of the Central Volcanic Zone, a segment of the Andes between 14° and 28° southern latitude where the Andes are volcanically active. This volcanism manifests itself with about 10 silicic caldera complexes of the Altiplano–Puna volcanic complex and more than 50 recently active volcanoes; Lascar volcano erupted in 1993 and produced a tall eruption column. East of the field, andesitic stratovolcanoes reach elevations of about 5,000 metres (16,000 ft). From north to south, the andesitic stratovolcanoes include the 5,651-metre (18,540 ft) or 5,696-metre (18,688 ft) high Cerro Deslinde which is the highest in the area, the 5,560-metre (18,240 ft) high Cerro El Volcan, the 5,280–5,570-metre (17,320–18,270 ft) high Cordillera del Tatio and the 5,314-metre (17,434 ft) high Volcan Tatio, which collectively form the El Tatio volcanic group. The Sierra de Tucle lies to the southwest of the field. Mountains southwest of El Tatio include the 4,570–4,690-metre (14,990–15,390 ft) high Alto Ojo del Cablor range, while 4,812-metre (15,787 ft) high Cerro Copacoya is situated northwest of the geothermal field. Volcanism with dacitic composition, older than the easterly stratovolcanoes, has occurred west of El Tatio; this volcanism was known as the "liparitic formation" and it covers large areas in the region. Firn and snow fields were reported in the middle 20th century on the El Tatio volcanic group, at elevations of 4,900–5,200 metres (16,100–17,100 ft). The region is too dry to support glaciers today, but in the past higher moisture allowed their formation on mountains of this part of the Andes. Glacially eroded mountains and moraines testify to their existence in the form of large valley glaciers. A large moraine complex, including both terminal structures and well-developed lateral moraines, can be found north of the geyser field and reflects the past existence of a 10 kilometres (6.2 mi) long glacier, the longest valley glacier in the region. Two more moraine systems extend westward both northeast and southeast of El Tatio, and the terrain surrounding the geyser field is covered by sands that are interpreted as glacial outwash sands. Surface exposure dating indicates that some moraines were emplaced at or before the Last Glacial Maximum and others in a time period 35,000 to 40,000 years before present. Smaller moraines at higher altitude may date to the Antarctic Cold Reversal or the Younger Dryas climate periods; moraines related to the Lake Tauca stage are either absent or restricted to high elevation sites. Drainage in the area is generally from east to west down the Occidental Cordillera, often in form of steeply incised valleys. The Rio Salado drains most of the hot spring water and has its headwaters in the field where it is joined by the Rio Tucle and the Vicuna stream. Temperature measurements of the water flowing to the Rio Salado have yielded values of 17–32 °C (63–90 °F), while the discharge of the Rio Salado amounts to 0.25–0.5 m<sup>3</sup>/s. The Rio Salado eventually joins the Rio Loa, a major source of freshwater for the region; thus, El Tatio plays an important role in the regional water supply. In the early 20th century there were several hydraulic engineering projects at El Tatio, aiming either to use its waters or to mitigate its impact on downstream water quality. ### Geothermal field El Tatio is well known as a geothermal field in Chile, and is the largest geyser field in the Southern Hemisphere with about 8% of all geysers in the world. Only the fields at Yellowstone in the United States and Dolina Geizerov, are larger. They also have taller geysers than at El Tatio, where geyser fountains are on average only 75 centimetres (30 in) high. Together with Sol de Mañana, which is just east of El Tatio in Bolivia, it is also the highest-altitude geyser field in the world. The geothermal field covers an area of 30 square kilometres (12 sq mi) at elevations of 4,200–4,600 metres (13,800–15,100 ft), and is characterized by fumaroles, hot springs, steam vents and steaming soil. Stronger geothermal activity is located within three discrete areas covering a total of 10 square kilometres (3.9 sq mi) surface, and includes boiling water fountains, hot springs, geysers, mudpots, mud volcanoes and sinter terraces; further, chimneys of extinct geysers have been noted. One of these three areas lies within a valley, the second on a flat surface and the third along the banks of the Rio Salado. The first area offers a notable contrast between the snow-covered Andes, the coloured hills that surround the field and the white deposits left by the geothermal activity. Most geysers of El Tatio are found here and are particularly noticeable in cold weather. A similar landscape exists at the third (lower) area, with the presence of the Rio Salado river adding an additional element to the landscape. The second area is located between a creek and a hill and includes an artificial 15-by-30-metre (49 ft × 98 ft) pool for tourists. Its vents often have higher discharges than others in the field. About 110 documented geothermal manifestations have been documented at El Tatio, but the total has been estimated at 400. The field once numbered 67 geysers and more than three hundred hot springs. Many vents are linked to fractures that run northwest–southeast or southwest–northeast across the field. Some geyser fountains in the past reached heights greater than 10 metres (33 ft); usually, however, they do not exceed 1 metre (3 ft 3 in) and their activity sometimes varies over time. A few geysers have received names, such as Boiling Geyser, El Cobreloa, El Cobresal, El Jefe, Terrace Geyser, Tower Geyser and Vega Rinconada. Minor eruptions of the geysers occur approximately every dozen minutes and major eruptions every few hours on average, and major eruptions take place after the conduit was "prepared" by multiple smaller ones. The terrain surrounding a geyser tilts as it recharges and discharges. An additional geothermal system lies southeast of and at elevations above El Tatio and is characterized by steam-heated ponds fed by precipitation water, and solfataric activity has been reported on the stratovolcanoes farther east. Deposition of sinter from the waters of the geothermal field has given rise to spectacular landforms, including, but not limited to mounds, terraced pools, geyser cones and the dams that form their rims. Small-scale features include cones, crusts, mollusc-shaped formations, waterfall-like surfaces and very small terraces. These sinter deposits cover an area of about 30 square kilometres (12 sq mi) and include both active and inactive deposits, both of which were emplaced on glacial sediments. High contents of silica give the waters a blueish colour, organic compounds such as carotenoids conversely often colour the sinter with orange-brown, and greenish hues are owing to iron-oxidizing bacteria. Individual vent types and deposits found at El Tatio include: - Hot springs form pools with water temperatures of 60–80 °C (140–176 °F), which are often gently moving and surging and in the case of the warmer springs actively bubbling. These pools often contain ball-like rocks called oncoids and are surrounded by sinter rims, which have spicule-like textures. These sinter rims often form dam-like structures around deeper vents which are filled with water. Spherical grains develop in the hot springs as a consequence of hydrodynamic processes, and include biogenic material; during the growth of the sinter they often end up embedded in the material. - Water draining from the springs deposits sinter, which can form fairly thick deposits and large aprons when sheet flow occurs, known as "discharge deposits"; sometimes terraces are developed instead. As in springs, oncoids and spicules are observed in channels. Much of the water evaporates and its temperature drops from 30–35 °C (86–95 °F) to less than 20 °C (68 °F) away from the springs; the low air temperatures cause it to freeze occasionally, resulting in frost weathering. - Geysers and also water fountains discharge from up to 3-metre (9.8 ft) high cones with gently sloping surfaces, which sometimes support splash mounds. The cones are made out of geyserite. Other geysers and fountains instead discharge from within rim-bounded pools, and some geysers are in the bed of the Rio Salado river. The activity of geysers is not stable over time; changes in water supply or in the properties of the conduit that supplies them can cause changes in their eruptive activity. Such changes can be triggered by rainfall events or earthquakes and at El Tatio geyser behaviour changes have been linked to the 2014 Iquique earthquake and a 2013 precipitation event. The water of geysers is 80–85 °C (176–185 °F) hot. - Mud pools are often bubbling, with the hot mud fountaining. They are mainly found at the edges of the geothermal field and often produce highly acidic water; it converts rocks to clays. Simmering pools of water have been recorded at El Tatio as well. ## Geology Subduction of the Nazca Plate beneath the South American Plate is responsible for the formation of the Andes. Volcanism does not occur along the entire length of the Andes; there are three volcanic zones called the Northern Volcanic Zone, the Central Volcanic Zone and the Southern Volcanic Zone, all separated by areas with no Holocene-age volcanism. El Tatio and a number of other geothermal fields such as Sol de Mañana are part of the Altiplano–Puna volcanic complex. The region was dominated by andesitic volcanism producing lava flows until the late Miocene, then large-scale ignimbrite activity took place between 10 and 1 million years ago. This ignimbrite volcanism is part of the APVC proper and produced about 10,000 cubic kilometres (2,400 cu mi) of ignimbrites, covering a surface area of 50,000 square kilometres (19,000 sq mi). The APVC activity continued into the Holocene with the emission of voluminous lava domes and lava flows, and Tatio was one of the last volcanic centres in the APVC to erupt; the present-day uplift of the Uturunku volcano in Bolivia may signal ongoing activity of the APVC. The APVC is underpinned by a large magma chamber with the shape of a sill, the Altiplano-Puna Magma Body; a number of volcanoes and geothermal systems including El Tatio are geographically associated with the Altiplano-Puna Magma Body. The Laguna Colorada caldera lies east of El Tatio. The terrain at El Tatio is formed by Jurassic–Cretaceous sediments of marine and volcanic origin, Tertiary–Holocene volcanic formations that were emplaced in various episodes, and recent sediments formed by glaciers, alluvium, colluvium and material formed by the geothermal field, such as sinter. Volcanic formations fill the Tatio graben, including the Miocene Rio Salado ignimbrite and related volcanics which reach thicknesses of 1,900 metres (6,200 ft) in some places, the Sifon ignimbrite, the Pliocene Puripicar ignimbrite and the Pleistocene Tatio ignimbrite; the Puripicar ignimbrite crops out farther west. Active volcanoes in the area include Putana and Tocorpuri. Hydrothermal alteration of country rock at El Tatio has yielded large deposits of alteration minerals such as illite, nobleite, smectite, teruggite and ulexite. The summit parts of several volcanoes of the El Tatio volcanic group have been bleached and discoloured by hydrothermal activity. ### Hydrology Most of the water that is discharged by the hot springs appears to originate as precipitation, which enters the ground east and southeast of El Tatio. The source of heat of the complex appears to be the Laguna Colorada caldera, the El Tatio volcanic group, the Cerro Guacha and Pastos Grandes calderas or the Altiplano-Puna Magma Body. The movement of the water in the ground is controlled by the permeability of the volcanic material and the Serrania de Tucle–Loma Lucero tectonic block west of El Tatio that acts as an obstacle. As it moves through the ground, it acquires heat and minerals and loses steam through evaporation. Unlike geothermal fields in wetter parts of the world, given the dry climate of the area, local precipitation has little influence on the hot springs hydrology at El Tatio. Neither magmatic water nor water from local precipitation are mixed into this water. The time the water takes to traverse the whole path from precipitation to the springs is considered to be either 15 years or more than 60, and three-quarters of the heat is transported by steam. The water travels through a number of aquifers that correspond to permeable rock formations, such as the Salado and Puripicar ignimbrites, the Tucle dacites as well as through faults and fractures in the rock. It steeply ascends under El Tatio and appears to be confined between northeast-trending fault systems such as the "Tatio fault". Three separate geothermal reservoirs have been identified, which underlie the Cerros del Tatio and extend to the La Torta volcano; they are connected by, and partly formed in cavities formed by faults. The Puripicar ignimbrite appears to be the main hydrothermal reservoir, with temperatures reaching 253 °C (487 °F). The total heat output of El Tatio is about 120–170 MW. The hydrothermal system beneath El Tatio appears to extend to the neighbouring La Torta system. Depending on the season, the hot springs yield 0.25–0.5 m<sup>3</sup>/s of water at temperatures reaching the local boiling point. The water is rich in minerals, especially sodium chloride and silica. Other compounds and elements in order of increasing concentration are antimony, rubidium, strontium, bromine, magnesium, caesium, lithium, arsenic, sulfate, boron, potassium and calcium. Inorganic carbon (carbonate) occurs at a low concentration. Some of these minerals are toxic, especially arsenic which pollutes a number of waters in the region. Arsenic concentrations in waters at El Tatio can reach 40–50 mg/L – among the highest concentrations found in hot springs of the whole world – and 11 g/kg in sediments. Producing about 500 tonnes per year (16 long ton/Ms), El Tatio is a principal source of arsenic in the Rio Loa system, and arsenic pollution in the region has been linked to health issues in the population. Composition of these hot springs is not uniform in El Tatio, with chloride content decreasing from the northern springs over the southwestern ones to the eastern springs, where sulfate is more frequent. This sulfate enrichment appears to be driven by the steam-driven evaporation of the hot spring water, with the sulfate forming when hydrogen sulfide is oxidized by atmospheric oxygen. The decreasing chloride content on the other hand appears to be due to drainage coming from the east diluting the southern and western and especially eastern spring systems. ### Fumaroles Steam vents are particularly noticeable in the morning hours when the steam columns emanating from them are visible, and temperatures of 48.3–91.6 °C (118.9–196.9 °F) have been found. Carbon dioxide is the most important fumarole gas, followed by hydrogen sulfide. The amount of water relative to these two gases is variable, probably due to condensation of water in the ground. Additional components include argon, helium, hydrogen, methane, neon, nitrogen and oxygen. Characteristically for fumarole gases on convergent plate boundaries, much of this nitrogen is non-atmospheric. However, atmospheric air is also involved in generating the chemistry of the El Tatio fumarole gases. ### Composition of spring deposits Opal is the most important component of sinter associated with hot springs; halite, sylvite and realgar are less common. This dominance of opal is because usually conditions favour its precipitation from water but not of other minerals, and it occurs both in subaqueous environments and on surfaces that are only occasionally wetted. During the precipitation, the opal forms tiny spheres which can aggregate as well as glassy deposits. Halite and other evaporites are more commonly encountered on the sinter surfaces outside of the hot springs, and while opal dominates these environments too, sassolite and teruggite are found in addition to the aforementioned four minerals in the discharge deposits. Cahnite has also been identified in sinter deposits. Volcanic minerals such as plagioclase and quartz are found within cavities of the sinter. Sandstone formed by debris flows and redeposited volcanic material is found embedded in sinter at some localities. Finally, antimony, arsenic and calcium form sulfidic deposits in some springs. Various facies have been identified in drill cores through the sinter, including arborescent, columnar, fenestral palisade, laminated (both inclined and planar), particulate, spicular and tufted structures. These structures contain varying amounts of microfossils and formed at diverse temperatures and locations of individual sinter mounds. Microorganisms and material like pollen is found integrated within the sinter deposits. The rate at which sinter is deposited has been estimated at 1.3–3.4 kilograms per square metre per year (0.27–0.70 pdr/sq ft/a). ## Climate and biology The climate is dry with about 44 millimetres (1.7 in) precipitation per year. Most of it falls between December and March, a precipitation pattern mediated by the South American monsoon and by the South Pacific High which is responsible for the dry climate. The whole Central Andes were wetter in the past, resulting in the formation of lakes such as Lake Tauca in the Altiplano. This, and a colder climate, resulted in the development of glaciers at El Tatio, which have left moraines. The region is additionally rather windy with mean windspeeds of 3.7–7.5 metres per second (12–25 ft/s), which influence the hot springs by enhancing evaporation and imparting a directional growth to certain finger-like sinter deposits. The evaporation rates per month reach 131.9 millimetres (5.19 in) and they facilitate the deposition of sinters. There is a diurnal cycle in wind and atmospheric humidity, with no wind and high humidity during the night and wind with low humidity during the day. The atmospheric pressure at this elevation drops to about 0.58 atmospheres, lowering the boiling point of water to about 86 °C (187 °F). Apart from precipitation, the area is characterized by extreme temperature variations between day and night which can reach 40 °C (72 °F) and induce freeze-thaw cycles. The Chilean Dirección General del Agua operates a weather station at El Tatio; according to data from this station air temperatures average 3.6 °C (38.5 °F) and precipitation 250 millimetres per year (9.8 in/year). El Tatio further features high ultraviolet (UV) insolation, which can reach 33 W/m<sup>2</sup> UV-A and 6 W/m<sup>2</sup> UV-B. The low atmospheric pressure and high UV irradiation has led scientists to treat El Tatio as an analogue for environments on Mars. The dry grassland vegetation of the region is classified as Central Andean dry puna and lies above the treeline. About 90 plant species have been identified at El Tatio and surroundings, such as the endemic Adesmia atacamensis, Calceolaria stellariifolia, Junellia tridactyla and Opuntia conoidea. Tussock grasses like Anatherostipa, Festuca and Stipa occur at 3,900–4,400 metres (12,800–14,400 ft) elevation, while rosette and cushion plants reach elevations of 4,800 metres (15,700 ft); these include Azorella, Chaetanthera, Mulinum, Senecio, Lenzia, Pycnophyllum and Valeriana. Bushland species include Lenzia chamaepitys, Senecio puchii and Perezia atacamensis, while Arenaria rivularis, Oxychloe andina and Zameioscirpus atacamensis grow in wetlands. Riparian vegetation occurs along the Rio Salado. Among the animals in the region are chinchillas and viscachas and llamas, mainly the vicuña. ### Spring biology The geothermal field El Tatio is populated by various plants, microbes and animals. The vents are an extreme environment, given the presence of arsenic, the large amount of UV radiation that El Tatio receives and its high elevation. Hot springs have characteristic microbial communities associated with them that leave characteristic fossil traces in the spring deposits; environmental conditions on the early Earth resembled these of hot springs with potentially high UV radiation exposure, as the ozone layer did not yet exist and life probably developed within such conditions. In addition, microbial metabolism of arsenic influences its toxicity and the effects of arsenic pollution. #### Microorganisms Biofilms and microbial mats are omnipresent at El Tatio, including Arthrospira, Calothrix, Fischerella, Leptolyngbya, Lyngbya and Phormidium cyanobacteria, which form mats within the hot springs covering the solid surfaces, including oncoids and the sinter. In other places, the aforementioned three genera form stromatolithic structures or floating rafts of bubbly mats. The mats have tufted, layered and conical textures and their colours include orange and olive green; they give the channels and pools their colour. Additional cyanobacteria genera reported from El Tatio are Chroococcidiopsis, Chlorogloeocystis, Chroogloeopsis, Fischerella, Synechococcus and Thermosynechococcus. Non-cyanobacteria bacteria have also been found in the mats and sinter; they include heterotrophic bacteria such as Isosphaera pallida. There is a thermal gradation of microorganisms, with the hottest waters supporting Chloroflexus green bacteria and hyperthermophiles, cyanobacteria at less than 70–73 °C (158–163 °F) water temperature and diatoms at even lower temperatures. Microbial mats have been found at other hot springs in the world such as Yellowstone and Steamboat Springs, both in the United States, and New Zealand, but they are thinner at El Tatio. These mats often have their organic material replaced with opal and thus end up forming much of the sinter, which has thus characteristic biogenic textures, such as filaments and laminae. Such biogenic textures have been observed on sinter deposits around the world and are usually microbial in origin, at El Tatio they sometimes feature still living bacteria which can get entombed and preserved within the sinter deposits. In the case of El Tatio, these biogenic textures are particularly well preserved in the sinter deposited by water flowing away from springs. Chloroflexus is a thermophilic filamentous green bacterium found in hot waters at Yellowstone; filamentous structures within geyser cones at El Tatio may have been formed by this bacterium. In splash cones Synechococcus-like microbes are instead responsible for the structures, which resemble those of hot springs. Sinter absorbs much of UV radiation, protecting microorganisms that dwell within the sinter against this harmful radiation although it also absorbs light required for photosynthesis. Diatoms are also found in El Tatio waters, including Synedra species, which are often found attached to filamentous substrates, and algae are found in the waters. Among bacteria identified in the somewhat colder flowing waters are Bacteroidota and Pseudomonadota, with Thermus species in the hot waters. Various archaeans have been cultured from El Tatio waters, with hot springs producing Thermoproteota (formerly crenarchaea), desulfurococcales, and methanobacteriales. One species, Methanogenium tatii, has been discovered at El Tatio, and is a methanogen recovered from a warm pool. The species name is derived from the geothermal field and other methanogens may be active in El Tatio. #### Macroorganisms In the upper geyser basin, vegetation has been observed to grow within thermal areas, like a thermal marsh. A wetland, known as Vega Rinconada, with hydrothermal vents lies west of the upper geyser basin. Animal species found at El Tatio include the snail Heleobia and frog Rhinella spinulosa. The larvae of this frog at El Tatio live in water with approximately constant temperatures of 25 °C (77 °F) and show atypical development patterns compared to frogs of the same species that developed in places with more variable water temperatures. Liolaemus lizard species have been recovered from the geyser area. #### Analogies to Mars The hydrothermal activity at El Tatio has been used as analogues for processes that took place on early Mars. Some microstructures found in the Columbia Hills at the Home Plate landform are similar to these biogenic structures at El Tatio, but do not necessarily imply that the microstructures on Mars are biogenic. ## Geological history During the Pliocene–Quaternary the Cordillera Occidental was subject to extensional tectonics. A related fault system was active; it is linked to Sol de Mañana in Bolivia and controls the position of several vents in El Tatio. The intersection between northwest–southeast trending, north-northwest-south-southeast-trending lineaments at El Tatio has been correlated with the occurrence of geothermal activity. The tectonics of the El Tatio area were originally interpreted as reflecting the existence of a graben before a compressive tectonic regime was identified. A series of ignimbrites was emplaced. The first was the 10.5–9.3 million year old Rio Salado ignimbrite, which forms a 1,800-metre (5,900 ft) thick layer; this might imply that the source of this ignimbrite was close to El Tatio. The Rio Salado ignimbrite elsewhere crops out as two flow units, with varying colours, and close to El Tatio it is crystalline and densely welded. It was followed by the 8.3 million year old voluminous Sifon ignimbrite, which reaches a thickness of about 300 metres (980 ft) in the area. The Pliocene Puripicar ignimbrite reaches a similar thickness, and it was later downwarped by faulting. This strong ignimbrite volcanism is associated with activity of the Altiplano–Puna volcanic complex, which has produced large volume dacite ignimbrites and sizable calderas, starting from the middle Miocene. Among these, Cerro Guacha, La Pacana, Pastos Grandes and Vilama produced supereruptions. The Tatio ignimbrite was emplaced 710,000 ± 10,000 years ago, while the Tucle volcanics are dated to 800,000 ± 100,000 years ago. The ignimbrite reaches a volume of 40 cubic kilometres (9.6 cu mi) and crops out over a surface area of 830 square kilometres (320 sq mi). The Tatio ignimbrite contains rhyolitic pumice and crystals, while the Tucle volcanics are andesitic and include both lava and tuffs. The El Tatio ignimbrite ponded in the El Tatio area and may have originated at the Tocorpuri rhyolite dome, which is less than one million years old, in a vent now buried beneath the El Tatio volcanic group, or at the Laguna Colorada caldera. The El Tatio volcanic group has likewise been dated to be less than one million years old, and its lavas overlie the older formations. Volcan Tatio erupted mafic lavas probably during the Holocene; later this volcano was reinterpreted to be of Pleistocene age. Petrological data suggest that over time the erupted lavas of the El Tatio volcanic group have become more mafic, with older products being andesitic and later ones basaltic-andesitic. There is no recorded historical volcanism in the El Tatio area and volcanism has not directly affected it for about 27,000 years. Based on the rates of sinter precipitation and the thickness of the sinter deposits, it has been estimated that the sinters at El Tatio started to form between 4,000 and 1,500 years ago; these age estimates were not based on direct dating of the deposits, however, and older sinter deposits extend past the present-day geothermal field. Later, radiocarbon dating of the sinter deposits found that their deposition began after the end of the last ice age, an observation endorsed by the presence of glacial deposits beneath the sinter and radiocarbon dating evidence that sinter deposition began after glaciers retreated. Research published in 2020 suggests that the geothermal activity commenced in the southern part of the field about 27,000–20,000 years ago and spread northwards, reaching the western part of the field less than 4,900 years ago. Secular variations in the deposition rate have been found, with an increase noted in the last 2,000 years. ## Geothermal exploitation Geothermal energy comes from the internal heat of the Earth, where the heat flow is sufficiently high that it can be used for heating and for the generation of electrical power. In Chile, various legal and economic hurdles have so far prevented substantial development of geothermal energy. The earliest references to geothermal power at El Tatio go back to the beginning of the 20th century, when a private society "Comunidad de El Tatio" was founded by Italians in Antofagasta and employed Italian engineers from Larderello, which in 1921 and 1922 probed the field. Technical and economic problems prevented this first effort from further progress. Feasibility studies in northern Chile identified El Tatio as a potential site for geothermal power generation, with large-scale prospecting taking place in the 1960s and 1970s. In 1973 and 1974, wells were drilled and it was estimated that if the geothermal resources were fully exploited, about 100–400 megawatts of electric power could be produced. Also in 1974 a desalination facility was built at El Tatio and could still be seen there in 2003; a thermal desalination process was developed at El Tatio, which could be used both for creating fresh water and brine that could be reprocessed for valuable minerals. Drilling substantially altered the behaviour of the hot springs; already in November 1995, reports indicated that a number of geysers had disappeared or become hot springs and fumaroles. El Tatio is remote and this along with economic difficulties eventually led to the abandonment of the efforts at power generation; a bidding process for exploration rights in 1978 to attract private companies to El Tatio was interrupted by government changes and until 2000 geothermal development programs were paralyzed. More recently in the 2000s several companies expressed interest in restarting geothermal power projects at El Tatio. A dispute over gas supplies for Northern Chile from Argentina in 2005 helped push the project forward, and after an environmental impact review in 2007 the Chilean government in 2008 granted a concession to develop geothermal resources in the field, with the expected yield being about 100-40 megawatt. The first drilling permits were issued for the Quebrada de Zoquete area 4 kilometres (2.5 mi) away from the main field. ### Controversy On 8 September 2009, an older well in El Tatio that was being reused blew out, generating a 60-metre (200 ft) high steam fountain that was not plugged until 4 October. The operator of the geothermal project restricted access to the blow-out vent and stated through the technical manager of the El Tatio geothermal project that the blowout was neither a threat to the springs nor to tourists visiting El Tatio, and the Empresa Nacional de Geotermia company that operates it denied any responsibility for the incident. The project had earlier been opposed by the local Atacameño population, owing to concerns about environmental damage and the religious importance of water in the region. Before the incident, an issue of the English-language newspaper The Economist had called attention to the adverse consequences of geothermal power extraction; the incident triggered a major controversy over geothermal power, with ramifications beyond Chile. The controversy gained widespread national and international attention and involved public demonstrations against the project, such as the march of two women to the capital Santiago to defend the geothermal field. The environmental authorities of Antofagasta subsequently suspended the El Tatio geothermal project, and the Geotérmica del Norte company responsible for the project received strong criticism and was targeted by legal action. Both the Ministers of Mining and Energy cautioned against stigmatizing geothermal energy, however, and some local authorities disagreed with the rejection. The director of the National Geology and Mining Service (SERNAGEOMIN) stated that the company had no plans to handle such a situation. The Geotérmica del Norte company was fined 100 UTM [es] (a Chilean unit of account for fines and sanctions) for violating mitigation plans, a fine upheld in 2011 by the Court of Appeals in Santiago. Legal cases related to the Tatio field went as far as the Inter-American Court of Human Rights. Industry-community disputes have occurred before in northern Chile, typically tied to conflicts about the use of water, which was in large part privatized during the Pinochet era; during the Tatio controversy, power generation and relations between the Chilean government and native communities also gained prominence among the disputed issues. An important factor in the Tatio controversy is the role of the tourism industry, which viewed the geothermal project as a threat; this kind of industry-industry conflict was unusual. Geothermal projects in New Zealand and the United States have resulted in the extinction of geysers. While the incident ultimately did not result in lasting changes to the El Tatio geysers, the widespread media attention did create adverse publicity and social opposition against geothermal energy in Chile. ## Tourism El Tatio is a tourism destination, with substantial numbers of travelers both from Chile and other countries. This tourism is an important economic resource for the region, and the site is administered by the local Atacameño population as part of a wider trend of cooperations between native communities and heritage sites in the region. About 100,000 tourists visit El Tatio every year. In 2009, there were more than 400 daily visitors of the geysers, about 90 percent of all tourism of San Pedro de Atacama from where El Tatio can be reached. Aside from viewing the geysers, bathing in the hot water, watching the natural scenery and visiting surrounding Atacameño villages with their adobe buildings are other activities possible at El Tatio. Environmental impacts such as pollution and vandalism of geothermal landforms have been documented. El Tatio displays some typical hazards of geothermal areas. Exposure to the hot gases and water can result in burn injuries, and both sudden eruptions of geysers and fountains and fragile ground above vents and above boiling water, concealed beneath thin covers of solid ground, increase the risk to unwary travelers. The site lies at high altitude, frequently leading to altitude sickness, and the cold dry climate creates further danger. The Chilean government recommends that tourists take warm clothing, sunscreen and mineral water. The indigenous communities of Toconce and Caspana administer the geysers. In 2002, El Tatio was declared part of a "zone of touristic interest"; a classification which implies that local institutions ought to develop an action plan to induce the development of tourism. In 2009, José Antonio Gómez Urrutia, then-senator of Chile for the Antofagasta region proposed that El Tatio be declared a natural sanctuary (a type of protected area); the corresponding parliamentary motion was approved in the same year. In 2010, the El Tatio area was declared to be a protected area, with a surface area of 200 square kilometres (20,000 ha). It was not clear at that time what the exact status would be, with the regional Secretary of Agriculture proposing that it should become a national park. In 2022, the International Union of Geological Sciences listed it among its 100 heritage sites. ## See also - List of hot springs - Linzor, a volcano farther north - Cerro del León, another volcano farther north - Apacheta-Aguilucho volcanic complex
3,588,926
Hurricane Erika (1997)
1,167,805,827
Category 3 Atlantic hurricane
[ "1997 Atlantic hurricane season", "Cape Verde hurricanes", "Category 3 Atlantic hurricanes", "Hurricanes in the Azores", "Hurricanes in the British Virgin Islands", "Hurricanes in the Leeward Islands" ]
Hurricane Erika was the strongest and longest-lasting tropical cyclone in the 1997 Atlantic hurricane season. It developed from a tropical wave on September 3 and moved west-northwestward across the tropical Atlantic Ocean, steadily intensifying until it attained hurricane status on September 4, becoming the fifth named storm and third hurricane of the season. Erika passed a short distance to the north of the Lesser Antilles, and later turned to the north in response to an approaching trough. The hurricane quickly strengthened to become the only major hurricane of the season, reaching maximum sustained winds of 125 mph (201 km/h) on September 8; after maintaining its peak strength for 24 hours, Erika began to weaken as it passed over cooler waters. It turned to the east, weakened to a tropical storm, and became extratropical after passing near the Azores archipelago. The hurricane produced light rainfall and winds throughout the northern Lesser Antilles. The passage of Erika carried a cloud of volcanic ash to Antigua from the eruption of the Soufrière Hills Volcano on Montserrat, a rare occurrence. Strong waves from the hurricane produced beach erosion and coastal flooding in northern Puerto Rico, and caused the death of two surfers. Moderate wind gusts in the northern Leeward Islands and Puerto Rico left thousands of residents without power, and resulted in \$10 million (1997 USD, \$12.6 million 2006 USD) in damage in the U.S. Caribbean territories. Erika also produced gusty winds and light rain in the Azores. Erika was the only tropical cyclone in the Atlantic Ocean in the months of August and September, the first occurrence of such event in an Atlantic hurricane season since 1929. ## Meteorological history A large tropical wave, which eventually became Erika, moved off the coast of Africa on August 31. Shortly after leaving the coast, it displayed a large low-level circulation, though as it tracked westward, the circulation failed to contract significantly. It slowly organized, and by September 3 the convection within the circulation had sufficiently organized for the system to be classified as Tropical Depression Six, while located about 1,150 miles (1,850 km) east of the southernmost Lesser Antilles. The depression moved west-northwestward at approximately 20 mph (32 km/h) under the influence of a well-established subtropical ridge, and late on September 3 the system intensified into a tropical storm. At that time, the National Hurricane Center in Miami gave the storm the name of Erika. Erika continued to the west-northwest, and in the early hours of September 4, an eye-like feature appeared to have developed in the center of the deep convection. The feature was not an eye, though, as visible satellite imagery revealed a center partially exposed from the convection. Despite unfavorable wind shear, Erika strengthened further and intensified into a hurricane late on September 4, while located 530 miles (850 km) east-southeast of Guadeloupe. Deep convection re-developed near the center, and the hurricane slowly strengthened as it continued west-northwestward. Hurricane Erika decelerated its forward motion as it approached the Lesser Antilles, and passed within 85 miles (137 km) of the islands as a Category 1 hurricane. An approaching trough weakened the subtropical ridge, resulting in Erika turning to the north and later to the northeast. On September 7, Erika began to quickly intensify, and the hurricane reached its peak strength of 125 mph (201 km/h) on September 8, while located about 350 miles (560 km) north of the Lesser Antilles. Erika maintained peak intensity for about 24 hours before weakening over cooler waters. After passing about 350 miles (560 km) east of Bermuda on September 10, Erika turned to the east-northeast in response to westerly steering currents. Increased upper-level wind shear weakened the hurricane to a tropical storm on September 12. Erika continued to weaken as it turned to the east-southeast, though it maintained deep convection near the center despite unfavorable atmospheric conditions. On September 14 the storm turned to the northeast again, and re-strengthened to reach winds of 70 mph (110 km/h) while located 510 miles (820 km) west-southwest of the Azores. On September 15 Erika passed near the western Azores islands, and quickly weakened as deep convection diminished. Erika became an extratropical cyclone on September 16 north of the Azores, and after executing a clockwise loop, the extratropical storm dissipated on September 19 about 230 miles (370 km) southwest of Ireland. ## Preparations Early in the storm's development, forecasting Erika's motion was difficult, with a persistent leftward bias in official forecasts. In response to Erika's threat, the government of Saint Martin first issued a tropical storm warning late on September 4. The next day, the respective governments of Antigua, Montserrat, Barbuda, Saint Kitts and Nevis, Anguilla, Dominica, Guadeloupe, and Saint Barthélemy issued tropical storm warnings for their islands. When Erika's motion resulted in a path that would take it closer to the islands, all of the aforementioned islands excluding Guadeloupe upgraded the tropical storm warning to a hurricane warning. In addition, a hurricane watch was issued for the British and United States Virgin Islands, as well as Puerto Rico. In public advisories, the National Hurricane Center stated tropical storm conditions were likely to be experienced in the Azores. Early forecasts anticipated a threat to the island of Bermuda. The governments of the islands in the predicted path of Erika urged residents to quickly prepare for the hurricane through radio addresses. In the wake of busy seasons in 1995 and 1996, which some islands were still recovering from, emergency preparations began. In Puerto Rico, fishermen secured their boats in preparation for the storm. Also on the island, citizens formed long lines at gas stations and purchased emergency supplies. Officials in Anguilla enacted a plan that would turn off the island's power supply if the winds exceeded 50 mph (80 km/h). As a precaution, authorities on Saint Martin enacted a curfew for all but those in service jobs. ## Impact Hurricane Erika produced strong waves and high low-level winds throughout the Lesser Antilles. Just weeks after the eruption of the Soufrière Hills Volcano on Montserrat, the storm blew a cloud of falling ash over Antigua. Tropical storm-force winds affected several of the islands in the Lesser Antilles. Winds from Hurricane Erika peaked at 37 mph (60 km/h) with a gust of 47 mph (76 km/h) in the Cyril E. King Airport on Saint Thomas. The outer rainbands produced light to moderate rainfall in the Virgin Islands, peaking at 3.28 inches (83 mm) at the University of the Virgin Islands in Saint Thomas and 1.32 inches (34 mm) in Saint John. The precipitation produced localized street flooding, while the combination of winds and rain caused power interruptions. Offshore, strong waves capsized one dinghy and broke a 50-foot (15 m) boat from its moorings. On Saint Croix, the hurricane produced sustained winds of 25 mph (40 km/h) and a peak wind gust of 29 mph (47 km/h) at the Henry E. Rohlsen Airport. Rainfall on the island was light, peaking at 0.83 inches (21 mm) at Christiansted. The wind gusts downed a few power lines, and damage was minor. The outer rainbands of Erika passed over Puerto Rico, producing maximum sustained winds of 23 mph (37 km/h) and a peak wind gust of 42 mph (68 km/h) at the Luis Muñoz Marín International Airport. The wind gusts snapped tree branches into power lines, leaving up to 12,000 people without power in San Juan, Guaynabo and Bayamón. Rainfall was light on the island, with Caguas reporting a peak total of 0.77 inches (20 mm). The hurricane produced swells of 10 to 12 ft (3.0 to 3.7 m) on the northern coast of Puerto Rico, causing beach erosion or coastal flooding. One road was closed when sections of it were flooded or washed out. The strong waves forced the evacuation of eight families in the northern portion of the island. The strong waves killed two surfers in the northeastern waters of the island. Damage in Puerto Rico and the U.S. Virgin Islands totaled to \$10 million (1997 USD, \$12.6 million 2006 USD) in a preliminary estimate. Thirty-one ships encountered Erika from September 4, when it was a tropical storm, to September 18, when it was extratropical. Two recorded hurricane-force winds, with a peak wind report of 99 mph (159 km/h). The lowest recorded pressure by a ship was 1000.4 mbar (29.542 inHg) while located 105 miles (169 km) from Erika as an extratropical storm. The lowest recorded pressure while Erika was a tropical cyclone was 1000.5 mbar (29.545 inHg) while located 190 miles (310 km) from the center. While passing near the Azores, Tropical Storm Erika produced maximum sustained winds of 30 mph (48 km/h) at Lajes Field. Gusts were much stronger, with a report of 87 mph (140 km/h) in Flores. In addition, a 200 ft (61 m) tower on Lajes recorded a gust of 105 mph (169 km/h). The storm dropped up to 2.35 inches (60 mm) of rain in Flores and produced rough seas throughout the archipelago. Damage, if any, is unknown in the Azores. ## See also - Hurricane Fabian - Hurricane Igor - Hurricane Gonzalo - List of Azores hurricanes
58,522
Æthelstan
1,172,062,526
King of the English from 927 to 939
[ "10th-century English monarchs", "890s births", "939 deaths", "9th-century English people", "Anglo-Saxon monarchs", "Anglo-Saxon warriors", "Founding monarchs", "House of Wessex", "Malmesbury Abbey", "Mercian monarchs", "Monarchs of England before 1066", "Northumbrian monarchs", "West Saxon monarchs" ]
Æthelstan or Athelstan (/ˈæθəlstæn/; Old English: Æðelstān ; Old Norse: Aðalsteinn; lit. 'noble stone'; c. 894 – 27 October 939) was King of the Anglo-Saxons from 924 to 927 and King of the English from 927 to his death in 939. He was the son of King Edward the Elder and his first wife, Ecgwynn. Modern historians regard him as the first King of England and one of the "greatest Anglo-Saxon kings". He never married and had no children; he was succeeded by his half-brother, Edmund I. When Edward died in July 924, Æthelstan was accepted by the Mercians as king. His half-brother Ælfweard may have been recognised as king in Wessex, but died within three weeks of their father's death. Æthelstan encountered resistance in Wessex for several months, and was not crowned until September 925. In 927 he conquered the last remaining Viking kingdom, York, making him the first Anglo-Saxon ruler of the whole of England. In 934 he invaded Scotland and forced Constantine II to submit to him. Æthelstan's rule was resented by the Scots and Vikings, and in 937 they invaded England. Æthelstan defeated them at the Battle of Brunanburh, a victory that gave him great prestige both in the British Isles and on the Continent. After his death in 939, the Vikings seized back control of York, and it was not finally reconquered until 954. Æthelstan centralised government; he increased control over the production of charters and summoned leading figures from distant areas to his councils. These meetings were also attended by rulers from outside his territory, especially Welsh kings, who thus acknowledged his overlordship. More legal texts survive from his reign than from any other 10th-century English king. They show his concern about widespread robberies and the threat they posed to social order. His legal reforms built on those of his grandfather, Alfred the Great. Æthelstan was one of the most pious West Saxon kings, and was known for collecting relics and founding churches. His household was the centre of English learning during his reign, and it laid the foundation for the Benedictine monastic reform later in the century. No other West Saxon king played as important a role in European politics as Æthelstan, and he arranged the marriages of several of his sisters to continental rulers. ## Background By the ninth century the many kingdoms of the early Anglo-Saxon period had been consolidated into four: Wessex, Mercia, Northumbria and East Anglia. In the eighth century, Mercia had been the most powerful kingdom in southern England, but in the early ninth, Wessex became dominant under Æthelstan's great-great-grandfather, Egbert. In the middle of the century, England came under increasing attack from Viking raids, culminating in invasion by the Great Heathen Army in 865. By 878, the Vikings had overrun East Anglia, Northumbria, and Mercia, and nearly conquered Wessex. The West Saxons fought back under Alfred the Great, and achieved a decisive victory at the Battle of Edington. Alfred and the Viking leader Guthrum agreed on a division that gave the Anglo-Saxons western Mercia, and eastern Mercia to the Vikings. In the 890s, renewed Viking attacks were successfully fought off by Alfred, assisted by his son (and Æthelstan's father) Edward and Æthelred, Lord of the Mercians. Æthelred ruled English Mercia under Alfred and was married to his daughter Æthelflæd. Alfred died in 899 and was succeeded by Edward. Æthelwold, the son of Æthelred, King Alfred's older brother and predecessor as king, made a bid for power, but was killed at the Battle of the Holme in 902. Little is known of warfare between the English and the Danes over the next few years, but in 909, Edward sent a West Saxon and Mercian army to ravage Northumbria. The following year the Northumbrian Danes attacked Mercia, but suffered a decisive defeat at the Battle of Tettenhall. Æthelred died in 911 and was succeeded as ruler of Mercia by his widow Æthelflæd. Over the next decade, Edward and Æthelflæd conquered Viking Mercia and East Anglia. Æthelflæd died in 918 and was briefly succeeded by her daughter Ælfwynn, but in the same year Edward deposed her and took direct control of Mercia. When Edward died in 924, he controlled all of England south of the Humber. The Viking king Sihtric ruled the Kingdom of York in southern Northumbria, but Ealdred maintained Anglo-Saxon rule in at least part of the former kingdom of Bernicia from his base in Bamburgh in northern Northumbria. Constantine II ruled Scotland, apart from the southwest, which was the British Kingdom of Strathclyde. Wales was divided into a number of small kingdoms, including Deheubarth in the southwest, Gwent in the southeast, Brycheiniog immediately north of Gwent, and Gwynedd in the north. ## Early life According to the Anglo-Norman historian William of Malmesbury, Æthelstan was thirty years old when he came to the throne in 924, which would mean that he was born around 894. He was the oldest son of Edward the Elder. He was Edward's only son by his first consort, Ecgwynn. Very little is known about Ecgwynn, and she is not named in any contemporary source. Medieval chroniclers gave varying descriptions of her rank: one described her as an ignoble consort of inferior birth, while others described her birth as noble. Modern historians also disagree about her status. Simon Keynes and Richard Abels believe that leading figures in Wessex were unwilling to accept Æthelstan as king in 924 partly because his mother had been Edward the Elder's concubine. However, Barbara Yorke and Sarah Foot argue that allegations that Æthelstan was illegitimate were a product of the dispute over the succession, and that there is no reason to doubt that she was Edward's legitimate wife. She may have been related to St Dunstan. William of Malmesbury wrote that Alfred the Great honoured his young grandson with a ceremony in which he gave him a scarlet cloak, a belt set with gems, and a sword with a gilded scabbard. Medieval Latin scholar Michael Lapidge and historian Michael Wood see this as designating Æthelstan as a potential heir at a time when the claim of Alfred's nephew, Æthelwold, to the throne represented a threat to the succession of Alfred's direct line, but historian Janet Nelson suggests that it should be seen in the context of conflict between Alfred and Edward in the 890s, and might reflect an intention to divide the realm between his son and his grandson after his death. Historian Martin Ryan goes further, suggesting that at the end of his life Alfred may have favoured Æthelstan rather than Edward as his successor. An acrostic poem praising prince "Adalstan", and prophesying a great future for him, has been interpreted by Lapidge as referring to the young Æthelstan, punning on the Old English meaning of his name, "noble stone". Lapidge and Wood see the poem as a commemoration of Alfred's ceremony by one of his leading scholars, John the Old Saxon. In Michael Wood's view, the poem confirms the truth of William of Malmesbury's account of the ceremony. Wood also suggests that Æthelstan may have been the first English king to be groomed from childhood as an intellectual, and that John was probably his tutor. However, Sarah Foot argues that the acrostic poem makes better sense if it is dated to the beginning of Æthelstan's reign. Edward married his second wife, Ælfflæd, at about the time of his father's death, probably because Ecgwynn had died, although she may have been put aside. The new marriage weakened Æthelstan's position, as his step-mother naturally favoured the interests of her own sons, Ælfweard and Edwin. By 920 Edward had taken a third wife, Eadgifu, probably after putting Ælfflæd aside. Eadgifu also had two sons, the future kings Edmund and Eadred. Edward had several daughters, perhaps as many as nine. Æthelstan's later education was probably at the Mercian court of his aunt and uncle, Æthelflæd and Æthelred, and it is likely the young prince gained his military training in the Mercian campaigns to conquer the Danelaw. According to a transcript dating from 1304, in 925 Æthelstan gave a charter of privileges to St Oswald's Priory, Gloucester, where his aunt and uncle were buried, "according to a pact of paternal piety which he formerly pledged with Æthelred, ealdorman of the people of the Mercians". When Edward took direct control of Mercia after Æthelflæd's death in 918, Æthelstan may have represented his father's interests there. ## Reign ### The struggle for power Edward died at Farndon in northern Mercia on 17 July 924, and the ensuing events are unclear. Ælfweard, Edward's eldest son by Ælfflæd, had ranked above Æthelstan in attesting a charter in 901, and Edward may have intended Ælfweard to be his successor as king, either of Wessex only or of the whole kingdom. If Edward had intended his realms to be divided after his death, his deposition of Ælfwynn in Mercia in 918 may have been intended to prepare the way for Æthelstan's succession as king of Mercia. When Edward died, Æthelstan was apparently with him in Mercia, while Ælfweard was in Wessex. Mercia acknowledged Æthelstan as king, and Wessex may have chosen Ælfweard. However, Ælfweard outlived his father by only sixteen days. Even after Ælfweard's death there seems to have been opposition to Æthelstan in Wessex, particularly in Winchester, where Ælfweard was buried. At first Æthelstan behaved as a Mercian king. A charter relating to land in Derbyshire, which appears to have been issued at a time in 925 when his authority had not yet been recognised outside Mercia, was witnessed only by Mercian bishops. In the view of historians David Dumville and Janet Nelson he may have agreed not to marry or have heirs in order to gain acceptance. However, Sarah Foot ascribes his decision to remain unmarried to "a religiously motivated determination on chastity as a way of life". The coronation of Æthelstan took place on 4 September 925 at Kingston upon Thames, perhaps due to its symbolic location on the border between Wessex and Mercia. He was crowned by the Archbishop of Canterbury, Athelm, who probably designed or organised a new ordo (religious order of service) in which the king wore a crown for the first time instead of a helmet. The new ordo was influenced by West Frankish liturgy and in turn became one of the sources of the medieval French ordo. Opposition seems to have continued even after the coronation. According to William of Malmesbury, an otherwise unknown nobleman called Alfred plotted to blind Æthelstan on account of his supposed illegitimacy, although it is unknown whether he aimed to make himself king or was acting on behalf of Edwin, Ælfweard's younger brother. Blinding would have been a sufficient disability to render Æthelstan ineligible for kingship without incurring the odium attached to murder. Tensions between Æthelstan and Winchester seem to have continued for some years. The Bishop of Winchester, Frithestan, did not attend the coronation or witness any of Æthelstan's known charters until 928. After that he witnessed fairly regularly until his resignation in 931, but was listed in a lower position than he was entitled to by his seniority. In 933 Edwin was drowned in a shipwreck in the North Sea. His cousin, Adelolf, Count of Boulogne, took his body for burial at the Abbey of Saint Bertin in Saint-Omer. According to the abbey's annalist, Folcuinwho wrongly believed that Edwin had been kingthought he had fled England "driven by some disturbance in his kingdom". Folcuin stated that Æthelstan sent alms to the abbey for his dead brother and received monks from the abbey graciously when they came to England, although Folcuin did not realise that Æthelstan died before the monks made the journey in 944. The twelfth-century chronicler Symeon of Durham said that Æthelstan ordered Edwin to be drowned, but this is dismissed by most historians. Edwin might have fled England after an unsuccessful rebellion against his brother's rule, and his death may have put an end to Winchester's opposition. ### King of the English Edward the Elder had conquered the Danish territories in east Mercia and East Anglia with the assistance of Æthelflæd and her husband Æthelred, but when Edward died the Danish king Sihtric still ruled the Viking Kingdom of York (formerly the southern Northumbrian kingdom of Deira). In January 926, Æthelstan arranged for his only full sister to marry Sihtric. The two kings agreed not to invade each other's territories or to support each other's enemies. The following year Sihtric died, and Æthelstan seized the chance to invade. Guthfrith, a cousin of Sihtric, led a fleet from Dublin to try to take the throne, but Æthelstan easily prevailed. He captured York and received the submission of the Danish people. According to a southern chronicler, he "succeeded to the kingdom of the Northumbrians", and it is uncertain whether he had to fight Guthfrith. Southern kings had never ruled the north, and his usurpation was met with outrage by the Northumbrians, who had always resisted southern control. However, at Eamont, near Penrith, on 12 July 927, King Constantine II of Alba, King Hywel Dda of Deheubarth, Ealdred of Bamburgh, and King Owain of Strathclyde (or Morgan ap Owain of Gwent) accepted Æthelstan's overlordship. His triumph led to seven years of peace in the north. Whereas Æthelstan was the first English king to achieve lordship over northern Britain, he inherited his authority over the Welsh kings from his father and aunt. In the 910s Gwent acknowledged the lordship of Wessex, and Deheubarth and Gwynedd accepted that of Æthelflæd; following Edward's takeover of Mercia, they transferred their allegiance to him. According to William of Malmesbury, after the meeting at Eamont Æthelstan summoned the Welsh kings to Hereford, where he imposed a heavy annual tribute and fixed the border between England and Wales in the Hereford area at the River Wye. The dominant figure in Wales was Hywel Dda of Deheubarth, described by the historian of early medieval Wales Thomas Charles-Edwards as "the firmest ally of the 'emperors of Britain' among all the kings of his day". Welsh kings attended Æthelstan's court between 928 and 935 and witnessed charters at the head of the list of laity (apart from the kings of Scotland and Strathclyde), showing that their position was regarded as superior to that of the other great men present. The alliance produced peace between Wales and England, and within Wales, lasting throughout Æthelstan's reign, though some Welsh resented the status of their rulers as under-kings, as well as the high level of tribute imposed upon them. In Armes Prydein Vawr (The Great Prophecy of Britain), a Welsh poet foresaw the day when the British would rise up against their Saxon oppressors and drive them into the sea. According to William of Malmesbury, after the Hereford meeting Æthelstan went on to expel the Cornish from Exeter, fortify its walls, and fix the Cornish boundary at the River Tamar. This account is regarded sceptically by historians, however, as Cornwall had been under English rule since the mid-ninth century. Thomas Charles-Edwards describes it as "an improbable story", while historian John Reuben Davies sees it as the suppression of a British revolt and the confinement of the Cornish beyond the Tamar. Æthelstan emphasised his control by establishing a new Cornish see and appointing its first bishop, but Cornwall kept its own culture and language. Æthelstan became the first king of all the Anglo-Saxon peoples, and in effect overlord of Britain. His successes inaugurated what John Maddicott, in his history of the origins of the English Parliament, calls the imperial phase of English kingship between about 925 and 975, when rulers from Wales and Scotland attended the assemblies of English kings and witnessed their charters. Æthelstan tried to reconcile the aristocracy in his new territory of Northumbria to his rule. He lavished gifts on the minsters of Beverley, Chester-le-Street and York, emphasising his Christianity. He also purchased the vast territory of Amounderness in Lancashire, and gave it to the Archbishop of York, his most important lieutenant in the region. But he remained a resented outsider, and the northern British kingdoms preferred to ally with the pagan Norse of Dublin. In contrast to his strong control over southern Britain, his position in the north was far more tenuous. ### Invasion of Scotland in 934 In 934 Æthelstan invaded Scotland. His reasons are unclear, and historians give alternative explanations. The death of his half-brother Edwin in 933 might have finally removed factions in Wessex opposed to his rule. Guthfrith, the Norse king of Dublin who had briefly ruled Northumbria, died in 934; any resulting insecurity among the Danes would have given Æthelstan an opportunity to stamp his authority on the north. An entry in the Annals of Clonmacnoise, recording the death in 934 of a ruler who was possibly Ealdred of Bamburgh, suggests another possible explanation. This points to a dispute between Æthelstan and Constantine over control of his territory. The Anglo-Saxon Chronicle briefly recorded the expedition without explanation, but the twelfth-century chronicler John of Worcester stated that Constantine had broken his treaty with Æthelstan. Æthelstan set out on his campaign in May 934, accompanied by four Welsh kings: Hywel Dda of Deheubarth, Idwal Foel of Gwynedd, Morgan ap Owain of Gwent, and Tewdwr ap Griffri of Brycheiniog. His retinue also included eighteen bishops and thirteen earls, six of whom were Danes from eastern England. By late June or early July he had reached Chester-le-Street, where he made generous gifts to the tomb of St Cuthbert, including a stole and maniple (ecclesiastical garments) originally commissioned by his step-mother Ælfflæd as a gift to Bishop Frithestan of Winchester. The invasion was launched by land and sea. According to Symeon of Durham, his land forces ravaged as far as Dunnottar in north-east Scotland, the furthest north that any English army had reached since Ecgfrith's disastrous invasion in 685, while the fleet raided Caithness, then probably part of the Norse kingdom of Orkney. No battles are recorded during the campaign, and chronicles do not record its outcome. By September, however, he was back in the south of England at Buckingham, where Constantine witnessed a charter as subregulus, thus acknowledging Æthelstan's overlordship. In 935 a charter was attested by Constantine, Owain of Strathclyde, Hywel Dda, Idwal Foel, and Morgan ap Owain. At Christmas of the same year Owain of Strathclyde was once more at Æthelstan's court along with the Welsh kings, but Constantine was not. His return to England less than two years later would be in very different circumstances. ### Battle of Brunanburh In 934 Olaf Guthfrithson succeeded his father Guthfrith as the Norse King of Dublin. The alliance between the Norse and the Scots was cemented by the marriage of Olaf to Constantine's daughter. By August 937 Olaf had defeated his rivals for control of the Viking part of Ireland, and he promptly launched a bid for the former Norse kingdom of York. Individually Olaf and Constantine were too weak to oppose Æthelstan, but together they could hope to challenge the dominance of Wessex. In the autumn they joined with the Strathclyde Britons under Owain to invade England. Medieval campaigning was normally conducted in the summer, and Æthelstan could hardly have expected an invasion on such a large scale so late in the year. He seems to have been slow to react, and an old Latin poem preserved by William of Malmesbury accused him of having "languished in sluggish leisure". The allies plundered English territory while Æthelstan took his time gathering a West Saxon and Mercian army. However, Michael Wood praises his caution, arguing that unlike Harold in 1066, he did not allow himself to be provoked into precipitate action. When he marched north, the Welsh did not join him, and they did not fight on either side. The two sides met at the Battle of Brunanburh, resulting in an overwhelming victory for Æthelstan, supported by his young half-brother, the future King Edmund. Olaf escaped back to Dublin with the remnant of his forces, while Constantine lost a son. The English also suffered heavy losses, including two of Æthelstan's cousins, sons of Edward the Elder's younger brother, Æthelweard. The battle was reported in the Annals of Ulster: > A great, lamentable and horrible battle was cruelly fought between the Saxons and the Northmen, in which several thousands of Northmen, who are uncounted, fell, but their king Amlaib [Olaf], escaped with a few followers. A large number of Saxons fell on the other side, but Æthelstan, king of the Saxons, enjoyed a great victory. A generation later, the chronicler Æthelweard reported that it was popularly remembered as "the great battle", and it sealed Æthelstan's posthumous reputation as "victorious because of God" (in the words of the homilist Ælfric of Eynsham). The Anglo-Saxon Chronicle abandoned its usual terse style in favour of a heroic poem vaunting the great victory, employing imperial language to present Æthelstan as ruler of an empire of Britain. The site of the battle is uncertain, however, and over thirty sites have been suggested, with Bromborough on the Wirral the most favoured among historians. Historians disagree over the significance of the battle. Alex Woolf describes it as a "pyrrhic victory" for Æthelstan: the campaign seems to have ended in a stalemate, his power appears to have declined, and after he died Olaf acceded to the kingdom of Northumbria without resistance. Alfred Smyth describes it as "the greatest battle in Anglo-Saxon history", but he also states that its consequences beyond Æthelstan's reign have been overstated. In the view of Sarah Foot, on the other hand, it would be difficult to exaggerate the battle's importance: if the Anglo-Saxons had been defeated, their hegemony over the whole mainland of Britain would have disintegrated. ## Kingship ### Administration Anglo-Saxon kings ruled through ealdormen, who had the highest lay status under the king. In ninth-century Wessex they each ruled a single shire, but by the middle of the tenth they had authority over a much wider area, a change probably introduced by Æthelstan to deal with the problems of governing his extended realm. One of the ealdormen, who was also called Æthelstan, governed the eastern Danelaw territory of East Anglia, the largest and wealthiest province of England. He became so powerful that he was later known as Æthelstan Half King. Several of the ealdormen who witnessed charters had Scandinavian names, and while the localities they came from cannot be identified, they were almost certainly the successors of the earls who led Danish armies in the time of Edward the Elder, and who were retained by Æthelstan as his representatives in local government. Beneath the ealdormen, reeves—royal officials who were noble local landowners—were in charge of a town or royal estate. The authority of church and state was not separated in early medieval societies, and the lay officials worked closely with their diocesan bishop and local abbots, who also attended the king's royal councils. As the first king of all the Anglo-Saxon peoples, Æthelstan needed effective means to govern his extended realm. Building on the foundations of his predecessors, he created the most centralised government that England had yet seen. Previously, some charters had been produced by royal priests and others by members of religious houses, but between 928 and 935 they were produced exclusively by a scribe known to historians as "Æthelstan A", showing an unprecedented degree of royal control over an important activity. Unlike earlier and later charters, "Æthelstan A" provides full details of the date and place of adoption and an unusually long witness list, providing crucial information for historians. After "Æthelstan A" retired or died, charters reverted to a simpler form, suggesting that they had been the work of an individual, rather than the development of a formal writing office. A key mechanism of government was the king's council (witan in Old English). Anglo-Saxon kings did not have a fixed capital city. Their courts were peripatetic, and their councils were held at varying locations around their realms. Æthelstan stayed mainly in Wessex, however, and controlled outlying areas by summoning leading figures to his councils. The small and intimate meetings that had been adequate until the enlargement of the kingdom under Edward the Elder gave way to large bodies attended by bishops, ealdormen, thegns, magnates from distant areas, and independent rulers who had submitted to his authority. Frank Stenton sees Æthelstan's councils as "national assemblies", which did much to break down the provincialism that was a barrier to the unification of England. John Maddicott goes further, seeing them as the start of centralised assemblies that had a defined role in English government, and Æthelstan as "the true if unwitting founder of the English parliament". ### Law The Anglo-Saxons were the first people in northern Europe to write administrative documents in the vernacular, and law codes in Old English go back to Æthelberht of Kent at the beginning of the seventh century. The law code of Alfred the Great, from the end of the ninth century, was also written in the vernacular, and he expected his ealdormen to learn it. His code was strongly influenced by Carolingian law going back to Charlemagne in such areas as treason, peace-keeping, organisation of the hundreds and judicial ordeal. It remained in force throughout the tenth century, and Æthelstan's codes were built on this foundation. Legal codes required the approval of the king, but they were treated as guidelines which could be adapted and added to at the local level, rather than a fixed canon of regulations, and customary oral law was also important in the Anglo-Saxon period. More legal texts survive from Æthelstan's reign than from any other tenth-century English king. The earliest appear to be his tithe edict and the "Ordinance on Charities". Four legal codes were adopted at Royal Councils in the early 930s at Grately in Hampshire, Exeter, Faversham in Kent, and Thunderfield in Surrey. Local legal texts survive from London and Kent, and one concerning the 'Dunsæte' on the Welsh border probably also dates to Æthelstan's reign. In the view of the historian of English law Patrick Wormald, the laws must have been written by Wulfhelm, who succeeded Athelm as Archbishop of Canterbury in 926. Other historians see Wulfhelm's role as less important, giving the main credit to Æthelstan himself, although the significance placed on the ordeal as an ecclesiastical ritual shows the increased influence of the church. Nicholas Brooks sees the role of the bishops as marking an important stage in the increasing involvement of the church in the making and enforcement of law. The two earliest codes were concerned with clerical matters, and Æthelstan stated that he acted on the advice of Wulfhelm and his bishops. The first asserts the importance of paying tithes to the church. The second enforces the duty of charity on Æthelstan's reeves, specifying the amount to be given to the poor and requiring reeves to free one penal slave annually. His religious outlook is shown in a wider sacralisation of the law in his reign. The later codes show his concern with threats to social order, especially robbery, which he regarded as the most important manifestation of social breakdown. The first of these later codes, issued at Grately, prescribed harsh penalties, including the death penalty for anyone over twelve years old caught in the act of stealing goods worth more than eight pence. This apparently had little effect, as Æthelstan admitted in the Exeter code: "I King Æthelstan, declare that I have learned that the public peace has not been kept to the extent, either of my wishes, or of the provisions laid down at Grately, and my councillors say that I have suffered this too long." In desperation the Council tried a different strategy, offering an amnesty to thieves if they paid compensation to their victims. The problem of powerful families protecting criminal relatives was to be solved by expelling them to other parts of the realm. This strategy did not last long, and at Thunderfield Æthelstan returned to the hard line, softened by raising the minimum age for the death penalty to fifteen "because he thought it too cruel to kill so many young people and for such small crimes as he understood to be the case everywhere". His reign saw the first introduction of the system of tithing, sworn groups of ten or more men who were jointly responsible for peacekeeping (later known as frankpledge). Sarah Foot commented that tithing and oath-taking to deal with the problem of theft had its origin in Frankia: "But the equation of theft with disloyalty to Æthelstan's person appears peculiar to him. His preoccupation with theft—tough on theft, tough on the causes of theft—finds no direct parallel in other kings' codes." Historians differ widely regarding Æthelstan's legislation. Patrick Wormald's verdict was harsh: "The hallmark of Æthelstan's law-making is the gulf dividing its exalted aspirations from his spasmodic impact." In his view, "The legislative activity of Æthelstan's reign has rightly been dubbed 'feverish' ... But the extant results are, frankly, a mess. In the view of Simon Keynes, however, "Without any doubt the most impressive aspect of King Æthelstan's government is the vitality of his law-making", which shows him driving his officials to do their duties and insisting on respect for the law, but also demonstrates the difficulty he had in controlling a troublesome people. Keynes sees the Grately code as "an impressive piece of legislation" showing the king's determination to maintain social order. ### Coinage In the 970s, Æthelstan's nephew, King Edgar, reformed the monetary system to give Anglo-Saxon England the most advanced currency in Europe, with a good quality silver coinage, which was uniform and abundant. In Æthelstan's time, however, it was far less developed, and minting was still organised regionally long after Æthelstan unified the country. The Grately code included a provision that there was to be only one coinage across the king's dominion. However, this is in a section that appears to be copied from a code of his father, and the list of towns with mints is confined to the south, including London and Kent, but not northern Wessex or other regions. Early in Æthelstan's reign, different styles of coin were issued in each region, but after he conquered York and received the submission of the other British kings, he issued a new coinage, known as the "circumscription cross" type. This advertised his newly exalted status with the inscription, "Rex Totius Britanniae". Examples were minted in Wessex, York, and English Mercia (in Mercia bearing the title "Rex Saxorum"), but not in East Anglia or the Danelaw. In the early 930s a new coinage was issued, the "crowned bust" type, with the king shown for the first time wearing a crown with three stalks. This was eventually issued in all regions apart from Mercia, which issued coins without a ruler portrait, suggesting, in Sarah Foot's view, that any Mercian affection for a West Saxon king brought up among them quickly declined. ### Church Church and state maintained close relations in the Anglo-Saxon period, both socially and politically. Churchmen attended royal feasts as well as meetings of the Royal Council. During Æthelstan's reign these relations became even closer, especially as the archbishopric of Canterbury had come under West Saxon jurisdiction since Edward the Elder annexed Mercia, and Æthelstan's conquests brought the northern church under the control of a southern king for the first time. Æthelstan appointed members of his own circle to bishoprics in Wessex, possibly to counter the influence of the Bishop of Winchester, Frithestan. One of the king's mass-priests (priests employed to say Mass in his household), Ælfheah, became Bishop of Wells, while another, Beornstan, succeeded Frithestan as Bishop of Winchester. Beornstan was succeeded by another member of the royal household, also called Ælfheah. Two of the leading figures in the later tenth-century Benedictine monastic reform in Edgar's reign, Dunstan and Æthelwold, served in early life at Æthelstan's court and were ordained as priests by Ælfheah of Winchester at the king's request. According to Æthelwold's biographer, Wulfstan, "Æthelwold spent a long period in the royal palace in the king's inseparable companionship and learned much from the king's wise men that was useful and profitable to him". Oda, a future Archbishop of Canterbury, was also close to Æthelstan, who appointed him Bishop of Ramsbury. Oda may have been present at the battle of Brunanburh. Æthelstan was a noted collector of relics, and while this was a common practice at the time, he was marked out by the scale of his collection and the refinement of its contents. The abbot of Saint Samson in Dol sent him some as a gift, and in his covering letter he wrote: "we know you value relics more than earthly treasure". Æthelstan was also a generous donor of manuscripts and relics to churches and monasteries. His reputation was so great that some monastic scribes later falsely claimed that their institutions had been beneficiaries of his largesse. He was especially devoted to the cult of St. Cuthbert in Chester-le-Street, and his gifts to the community there included Bede's Lives of Cuthbert. He commissioned it especially to present to Chester-le Street, and out of all manuscripts he gave to a religious foundation which survive, it is the only one which was wholly written in England during his reign. It has a portrait of Æthelstan presenting the book to Cuthbert, the earliest surviving manuscript portrait of an English king. In the view of Janet Nelson, his "rituals of largesse and devotion at sites of supernatural power ... enhanced royal authority and underpinned a newly united imperial realm". Æthelstan had a reputation for founding churches, although it is unclear how justified this is. According to late and dubious sources, these churches included minsters at Milton Abbas in Dorset and Muchelney in Somerset. In the view of historian John Blair, the reputation is probably well-founded, but "these waters are muddied by Æthelstan's almost folkloric reputation as a founder, which made him a favourite hero of later origin-myths". However, while he was a generous donor to monasteries, he did not give land for new ones or attempt to revive the ones in the north and east destroyed by Viking attacks. He also sought to build ties with continental churches. Cenwald was a royal priest before his appointment as Bishop of Worcester, and in 929 he accompanied two of Æthelstan's half-sisters to the Saxon court so that the future Holy Roman Emperor, Otto, could choose one of them as his wife. Cenwald went on to make a tour of German monasteries, giving lavish gifts on Æthelstan's behalf and receiving in return promises that the monks would pray for the king and others close to him in perpetuity. England and Saxony became closer after the marriage alliance, and German names start to appear in English documents, while Cenwald kept up the contacts he had made by subsequent correspondence, helping the transmission of continental ideas about reformed monasticism to England. ### Learning Æthelstan built on his grandfather's efforts to revive ecclesiastical scholarship, which had fallen to a low state in the second half of the ninth century. John Blair described Æthelstan's achievement as "a determined reconstruction, visible to us especially through the circulation and production of books, of the shattered ecclesiastical culture". He was renowned in his own day for his piety and promotion of sacred learning. His interest in education, and his reputation as a collector of books and relics, attracted a cosmopolitan group of ecclesiastical scholars to his court, particularly Bretons and Irish. Æthelstan gave extensive aid to Breton clergy who had fled Brittany following its conquest by the Vikings in 919. He made a confraternity agreement with the clergy of Dol Cathedral in Brittany, who were then in exile in central France, and they sent him the relics of Breton saints, apparently hoping for his patronage. The contacts resulted in a surge in interest in England for commemorating Breton saints. One of the most notable scholars at Æthelstan's court was Israel the Grammarian, who may have been a Breton. Israel and "a certain Frank" drew a board game called "Gospel Dice" for an Irish bishop, Dub Innse, who took it home to Bangor. Æthelstan's court played a crucial role in the origins of the English monastic reform movement. Few prose narrative sources survive from Æthelstan's reign, but it produced an abundance of poetry, much of it Norse-influenced praise of the King in grandiose terms, such as the Brunanburh poem. Sarah Foot even makes a case that Beowulf may have been composed in Æthelstan's circle. Æthelstan's court was the centre of a revival of the elaborate hermeneutic style of later Latin writers, influenced by the West Saxon scholar Aldhelm (c. 639–709), and by early tenth-century French monasticism. Foreign scholars at Æthelstan's court such as Israel the Grammarian were practitioners. The style was characterised by long, convoluted sentences and a predilection for rare words and neologisms. The "Æthelstan A" charters were written in hermeneutic Latin. In the view of Simon Keynes it is no coincidence that they first appear immediately after the king had for the first time united England under his rule, and they show a high level of intellectual attainment and a monarchy invigorated by success and adopting the trappings of a new political order. The style influenced architects of the late tenth-century monastic reformers educated at Æthelstan's court such as Æthelwold and Dunstan, and became a hallmark of the movement. After "Æthelstan A", charters became more simple, but the hermeneutic style returned in the charters of Eadwig and Edgar. The historian W. H. Stevenson commented in 1898: > The object of the compilers of these charters was to express their meaning by the use of the greatest possible number of words and by the choice of the most grandiloquent, bombastic words they could find. Every sentence is so overloaded by the heaping up of unnecessary words that the meaning is almost buried out of sight. The invocation with its appended clauses, opening with pompous and partly alliterative words, will proceed amongst a blaze of verbal fireworks throughout twenty lines of smallish type, and the pyrotechnic display will be maintained with equal magnificence throughout the whole charter, leaving the reader, dazzled by the glaze and blinded by the smoke, in a state of uncertainty as to the meaning of these frequently untranslatable and usually interminable sentences. However, Michael Lapidge argues that however unpalatable the hermeneutic style seems to modern taste, it was an important part of late Anglo-Saxon culture, and deserves more sympathetic attention than it has received from modern historians. In the view of historian David Woodman, "Æthelstan A" should "be accorded recognition as an individual author of no little genius, a man who not only overhauled the legal form of the diploma but also had the ability to write Latin that is as enduringly fascinating as it is complex ... In many ways the diplomas of "Æthelstan A" represent the stylistic peak of the Anglo-Saxon diplomatic tradition, a fitting complement to Æthelstan's own momentous political feats and to the forging of what would become England." ### British monarch Historians frequently comment on Æthelstan's grand and extravagant titles. On his coins and charters he is described as Rex totius Britanniae, or "King of the whole of Britain". A gospel book he donated to Christ Church, Canterbury is inscribed "Æthelstan, king of the English and ruler of the whole of Britain with a devout mind gave this book to the primatial see of Canterbury, to the church dedicated to Christ". In charters from 931 he is "king of the English, elevated by the right hand of the almighty to the throne of the whole kingdom of Britain", and in one manuscript dedication he is even styled "basileus et curagulus", the titles of Byzantine emperors. Some historians are not impressed. "Clearly", comments Alex Woolf, "King Æthelstan was a man who had pretensions," while in the view of Simon Keynes, "Æthelstan A" proclaimed his master king of Britain "by wishful extension". But according to George Molyneaux "this is to apply an anachronistic standard: tenth-century kings had a loose but real hegemony throughout the island, and their titles only appear inflated if one assumes that kingship ought to involve domination of an intensity like that seen within the English kingdom of the eleventh and later centuries." ### European relations The West Saxon court had connections with the Carolingians going back to the marriage between Æthelstan's great-grandfather Æthelwulf and Judith, daughter of the king of West Francia (and future Holy Roman Emperor) Charles the Bald, as well as the marriage of Alfred the Great's daughter Ælfthryth to Judith's son by a later marriage, Baldwin II, Count of Flanders. One of Æthelstan's half-sisters, Eadgifu, married Charles the Simple, king of the West Franks, in the late 910s. He was deposed in 922, and Eadgifu sent their son Louis to safety in England. By Æthelstan's time the connection was well established, and his coronation was performed with the Carolingian ceremony of anointment, probably to draw a deliberate parallel between his rule and Carolingian tradition. His "crowned bust" coinage of 933–938 was the first Anglo-Saxon coinage to show the king crowned, following Carolingian iconography. Like his father, Æthelstan was unwilling to marry his female relatives to his own subjects, so his sisters either entered nunneries or married foreign husbands. This was one reason for his close relations with European courts, and he married several of his half-sisters to European nobles in what historian Sheila Sharp called "a flurry of dynastic bridal activity unequalled again until Queen Victoria's time". Another reason lay in the common interest on both sides of the Channel in resisting the threat from the Vikings, while the rise in the power and reputation of the royal house of Wessex made marriage with an English princess more prestigious to European rulers. In 926 Hugh, Duke of the Franks, sent Æthelstan's cousin, Adelolf, Count of Boulogne, on an embassy to ask for the hand of one of Æthelstan's sisters. According to William of Malmesbury, the gifts Adelolf brought included spices, jewels, many swift horses, a crown of solid gold, the sword of Constantine the Great, Charlemagne's lance, and a piece of the Crown of Thorns. Æthelstan sent his half-sister Eadhild to be Hugh's wife. Æthelstan's most important European alliance was with the new Liudolfing dynasty in East Francia. The Carolingian dynasty of East Francia had died out in the early tenth century, and its new Liudolfing king, Henry the Fowler, was seen by many as an arriviste. He needed a royal marriage for his son to establish his legitimacy, but no suitable Carolingian princesses were available. The ancient royal line of the West Saxons provided an acceptable alternative, especially as they (wrongly) claimed descent from the seventh-century king and saint, Oswald, who was venerated in Germany. In 929 or 930 Henry sent ambassadors to Æthelstan's court seeking a wife for his son, Otto, who later became Holy Roman Emperor. Æthelstan sent two of his half-sisters, and Otto chose Eadgyth. Fifty years later, Æthelweard, a descendant of Alfred the Great's older brother, addressed his Latin version of the Anglo-Saxon Chronicle to Mathilde, Abbess of Essen, who was Eadgyth's granddaughter, and had apparently requested it. The other sister, whose name is uncertain, was married to a prince from near the Alps who has not definitely been identified. In early medieval Europe, it was common for kings to act as foster-fathers for the sons of other kings. Æthelstan was known for the support he gave to dispossessed young royalty. In 936 he sent an English fleet to help his foster-son, Alan II, Duke of Brittany, to regain his ancestral lands, which had been conquered by the Vikings. In the same year he assisted the son of his half-sister Eadgifu, Louis, to take the throne of West Francia, and in 939 he sent another fleet that unsuccessfully attempted to help Louis in a struggle with rebellious magnates. According to later Scandinavian sources, he helped another possible foster-son, Hakon, son of Harald Fairhair, king of Norway, to reclaim his throne, and he was known among Norwegians as "Æthelstan the Good". Æthelstan's court was perhaps the most cosmopolitan of the Anglo-Saxon period. The close contacts between the English and European courts ended soon after his death, but descent from the English royal house long remained a source of prestige for continental ruling families. According to Frank Stenton in his history of the period, Anglo-Saxon England, "Between Offa and Cnut there is no English king who played so prominent or so sustained a part in the general affairs of Europe." Foreign contemporaries described him in panegyrical terms. The French chronicler Flodoard described him as "the king from overseas", and the Annals of Ulster as the "pillar of the dignity of the western world". Some historians take a similar view. Michael Wood titled an essay, "The Making of King Aethelstan's Empire: an English Charlemagne?", and described him as "the most powerful ruler that Britain had seen since the Romans". In the view of Veronica Ortenberg, he was "the most powerful ruler in Europe" with an army that had repeatedly defeated the Vikings; continental rulers saw him as a Carolingian emperor, who "was clearly treated as the new Charlemagne". She wrote: > Wessex kings carried an aura of power and success, which made them increasingly powerful in the 920s, while most Continental houses were in military trouble and engaged in internecine warfare. While the civil wars and the Viking attacks on the Continent had spelled the end of unity of the Carolingian empire, which had already disintegrated into separate kingdoms, military success had enabled Æthelstan to triumph at home and to attempt to go beyond the reputation of a great heroic dynasty of warrior kings, in order to develop a Carolingian ideology of kingship. ## Death Æthelstan died at Gloucester on 27 October 939. His grandfather Alfred, his father Edward, and his half-brother Ælfweard had been buried at Winchester, but Æthelstan chose not to honour the city associated with opposition to his rule. By his own wish, he was buried at Malmesbury Abbey, where he had buried his cousins who died at Brunanburh. No other member of the West Saxon royal family was buried there, and, according to William of Malmesbury, Æthelstan's choice reflected his devotion to the abbey and to the memory of its seventh-century abbot Saint Aldhelm. William described Æthelstan as fair-haired "as I have seen for myself in his remains, beautifully intertwined with gold threads". His bones were later lost, but he is commemorated by an empty fifteenth-century tomb. ## Aftermath After Æthelstan's death, the men of York immediately chose the Viking king of Dublin, Olaf Guthfrithson, as their king, and Anglo-Saxon control of the north, seemingly made safe by the victory of Brunanburh, collapsed. The reigns of Æthelstan's half-brothers Edmund (939–946) and Eadred (946–955) were largely devoted to regaining control. Olaf seized the east midlands, leading to the establishment of a frontier at Watling Street. In 941 Olaf died, and Edmund took back control of the east midlands in 942 and York in 944. Following Edmund's death, York again returned to Viking control, and it was only when the Northumbrians finally drove out their Norwegian Viking king, Eric Bloodaxe, in 954 and submitted to Eadred that Anglo-Saxon control of the whole of England was finally restored. ## Primary sources Chronicle sources for the life of Æthelstan are limited, and the first biography, by Sarah Foot, was only published in 2011. The Anglo-Saxon Chronicle in Æthelstan's reign is principally devoted to military events, and it is largely silent apart from recording his most important victories. An important source is the twelfth-century chronicle of William of Malmesbury, but historians are cautious about accepting his testimony, much of which cannot be verified from other sources. David Dumville goes so far as to dismiss William's account entirely, regarding him as a "treacherous witness" whose account is unfortunately influential. However, Sarah Foot is inclined to accept Michael Wood's argument that William's chronicle draws on a lost life of Æthelstan. She cautions, however, that we have no means of discovering how far William "improved" on the original. In Dumville's view, Æthelstan has been regarded by historians as a shadowy figure because of an ostensible lack of source material, but he argues that the lack is more apparent than real. Charters, law codes, and coins throw considerable light on Æthelstan's government. The scribe known to historians as "Æthelstan A", who was responsible for drafting all charters between 928 and 935, provides very detailed information, including signatories, dates, and locations, illuminating Æthelstan's progress around his realm. "Æthelstan A" may have been Bishop Ælfwine of Lichfield, who was close to the king. By contrast with this extensive source of information, no charters survive from 910 to 924, a gap which historians struggle to explain, and which makes it difficult to assess the degree of continuity in personnel and the operation of government between the reigns of Edward and Æthelstan. Historians are also paying increasing attention to less conventional sources, such as contemporary poetry in his praise and manuscripts associated with his name. ## Legacy The reign of Æthelstan has been overshadowed by the achievements of his grandfather, Alfred the Great, but he is now considered one of the greatest kings of the West Saxon dynasty. Modern historians endorse the view of twelfth-century chronicler William of Malmesbury that "no one more just or more learned ever governed the kingdom". Frank Stenton and Simon Keynes both describe him as the one Anglo-Saxon king who will bear comparison with Alfred. In Keynes's view he "has long been regarded, with good reason, as a towering figure in the landscape of the tenth century ... he has also been hailed as the first king of England, as a statesman of international standing". David Dumville describes Æthelstan as "the father of mediaeval and modern England", while Michael Wood regards Offa, Alfred, and Æthelstan as the three greatest Anglo-Saxon kings, and Æthelstan as "one of the more important lay intellectuals in Anglo-Saxon history". Æthelstan is regarded as the first King of England by modern historians. Although it was his successors who would achieve the permanent conquest of Viking York, Æthelstan's campaigns made this success possible. His nephew Edgar called himself King of the English and revived the claim to rule over all the peoples of Britain. Simon Keynes argued that "the consistent usages of Edgar's reign represent nothing less than a determined reaffirmation of the polity created by Æthelstan in the 930s". Historian Charles Insley, however, sees Æthelstan's hegemony as fragile: "The level of overlordship wielded by Æthelstan during the 930s over the rest of Britain was perhaps not attained again by an English king until Edward I." George Molyneaux argues that: > The tendency of some modern historians to celebrate Æthelstan as "the first king of England" is, however, problematic, since there is little sign that in his day the title rex Anglorum was closely or consistently tied to an area similar to that which we consider England. When Æthelstan's rule was associated with any definite geographical expanse, the territory in question was usually the whole island of Britain. Simon Keynes saw Æthelstan's law-making as his greatest achievement. His reign predates the sophisticated state of the later Anglo-Saxon period, but his creation of the most centralised government England had yet seen, with the king and his council working strategically to ensure acceptance of his authority and laws, laid the foundations on which his brothers and nephews would create one of the wealthiest and most advanced systems of government in Europe. Æthelstan's reign built upon his grandfather's ecclesiastical programme, consolidating the ecclesiastical revival and laying the foundation for the monastic reform movement later in the century. Æthelstan's reputation was at its height when he died. According to Sarah Foot, "He found acclaim in his own day not only as a successful military leader and effective monarch but also as a man of devotion, committed to the promotion of religion and the patronage of learning." Later in the century, Æthelweard praised him as a very mighty king worthy of honour, and Æthelred the Unready, who named his eight sons after his predecessors, put Æthelstan first as the name of his eldest son. In his biography of Æthelred, Levi Roach commented, "The king was clearly proud of his family and the fact that Æthelstan stands atop this list speaks volumes: though later overtaken by Alfred the Great in fame, in the 980s it must have seemed as if everything had begun with the king's great-uncle (a view with which many modern historians would be inclined to concur)." Memory of Æthelstan then declined until it was revived by William of Malmesbury, who took a special interest in him as the one king who had chosen to be buried in his own house. William's account kept his memory alive, and he was praised by other medieval chroniclers. In the early sixteenth century William Tyndale justified his English translation of the Bible by stating that he had read that King Æthelstan had caused the Holy Scriptures to be translated into Anglo-Saxon. From the sixteenth century onwards, Alfred's reputation became dominant, and Æthelstan largely disappeared from popular consciousness. Sharon Turner's History of the Anglo-Saxons, first published between 1799 and 1805, played a crucial role in promoting Anglo-Saxon studies, and he helped to establish Brunanburh as a key battle in English history, but his treatment of Æthelstan was slight in comparison with Alfred. Charles Dickens had only one paragraph on Æthelstan in his Child's History of England, and although Anglo-Saxon history was a popular subject for nineteenth-century artists, and Alfred was frequently depicted in paintings at the Royal Academy between 1769 and 1904, there was not one picture of Æthelstan. Williams comments: "If Æthelstan has not had the reputation which accrued to his grandfather, the fault lies in the surviving sources; Æthelstan had no biographer, and the Chronicle for his reign is scanty. In his own day he was 'the roof-tree of the honour of the western world'."
4,149,791
Yellow-faced honeyeater
1,171,523,567
Species of bird in the family Meliphagidae
[ "Birds described in 1801", "Birds of New South Wales", "Birds of Queensland", "Birds of South Australia", "Birds of Victoria (state)", "Caligavis", "Endemic birds of Australia", "Taxa named by John Latham (ornithologist)" ]
The yellow-faced honeyeater (Caligavis chrysops) is a small to medium-sized bird in the honeyeater family, Meliphagidae. It takes its common and scientific names from the distinctive yellow stripes on the sides of its head. Its loud, clear call often begins twenty or thirty minutes before dawn. It is widespread across eastern and southeastern Australia, in open sclerophyll forests from coastal dunes to high-altitude subalpine areas, and woodlands along creeks and rivers. Comparatively short-billed for a honeyeater, it is thought to have adapted to a diet of flies, spiders, and beetles, as well as nectar and pollen from the flowers of plants, such as Banksia and Grevillea, and soft fruits. It catches insects in flight as well as gleaning them from the foliage of trees and shrubs. Some yellow-faced honeyeaters are sedentary, but hundreds of thousands migrate northwards between March and May to spend the winter in southern Queensland, and return in July and August to breed in southern New South Wales and Victoria. They form socially monogamous pairs and lay two or three eggs in a delicate cup-shaped nest. The success rate can be low, and the pairs nest several times during the breeding season. Honeyeaters' preferred woodland habitat is vulnerable to the effects of land-clearing, grazing, and weeds. As it is common and widespread, the yellow-faced honeyeater is considered by the International Union for Conservation of Nature (IUCN) to be of least concern for conservation. It is considered a pest in orchards in some areas. ## Taxonomy The yellow-faced honeyeater was first described, and placed in the genus Sylvia, by ornithologist John Latham in his 1801 work Supplementum Indicis Ornithologici, sive Systematis Ornithologiae. French ornithologist Louis Jean Pierre Vieillot described it as Melithreptus gilvicapillus in 1817, and English zoologist George Robert Gray as Ptilotis trivirgata in 1869. The specific name chrysops is derived from the Ancient Greek words chrysos meaning 'gold' and prosopo meaning 'face', in reference to the stripe of yellow feathers. The yellow-faced honeyeater was classified in the genera Meliphaga and then Lichenostomus until 2011. Delineating the latter genus had been systematically contentious, and evaluations of relationships among honeyeaters in the genus, using dense taxon and nucleotide sampling, confirmed previous findings that Lichenostomus is not monophyletic. Five species have previously been described as comprising the Caligavis subgroup, but studies, using the mitochondrial DNA, identified the yellow-faced honeyeater as most closely related to the black-throated honeyeater (C. subfrenatus) and the obscure honeyeater (C. obscurus) of New Guinea; they were, therefore, grouped into the genus Caligavis. The generic name derives from the Latin caligo 'mist, obscurity' and avis 'bird'. The bridled honeyeater (B. frenatus) and the Eungella honeyeater (B. hindwoodi) were sufficiently different to be placed in a separate genus as Bolemoreus. A 2017 genetic study, using both mitochondrial and nuclear DNA, found the ancestor of the yellow-faced honeyeater diverged from the common ancestor of the other two Caligavis species around seven million years ago. There are three subspecies of the yellow-faced honeyeater, two of which were described by Gregory Mathews in 1912. There are only very slight differences between the nominate race and C. c. samueli found in the Mount Lofty Ranges in South Australia, and C. c. barroni from the Clarke Range and the Atherton Tableland in Queensland. The latter race is described as "poorly differentiated" and "possibly not worthy of recognition" by the Handbook of the Birds of the World. The Surgeon-General of New South Wales John White caught a specimen in May 1788 calling it a yellow-faced flycatcher in his Journal of a Voyage to New South Wales, which was published in 1790. Latham called it the black-cheeked warbler. John Gould called it the yellow-faced honeyeater in 1848, which has become its official name. It is also known as the yellow-gaped honeyeater, or the quitchup, in reference to its call. ## Description ### Appearance The yellow-faced honeyeater is a medium-small, greyish-brown bird that takes its common name from distinctive yellow stripes on the sides of the head. Yellow feathers form a narrow stripe above the gape, which broadens and curves below the eye to end in a small white patch of feathers on the ear coverts. Above the yellow stripe is a black eye stripe which is broken by a small yellow to off-white patch behind the eye, and below is another distinct black stripe running the length of the yellow line. The chin, throat, and breast are a pale greyish-brown, streaked with slightly darker grey, and the abdomen is light grey. The upper body is a dark greyish-brown to olive-brown. Olive-green outer edges on the remiges combine to form an olive panel on the folded wing. The bill is black and slightly down-curved, and the gape is cream. The legs and feet are grey-brown. The iris is a dusky blue in adult birds, and brown in juveniles. The juvenile is very similar to the adult, with slightly less streaking on the breast, an orange-brown tip on the bill, and a yellower gape; male and female birds are also similar, with the male being slightly larger (on average, 0.8 g (0.03 oz) heavier); and in the field there are no visible differences between the subspecies. The yellow-faced honeyeater averages 15–17.5 centimetres (5.9–6.9 in) in length, with a wingspan of 21.5–26 cm (8.5–10.2 in), and a weight of 12.5–20.5 grams (0.44–0.72 oz), with an average of 17 g (0.60 oz)). ### Vocalizations One of the first birds heard in the morning, the yellow-faced honeyeater utters calls that are full and loud, and extremely varied. The male sings from a roost for up to an hour, beginning twenty or thirty minutes before dawn. The song is a running series of cheerful notes sounding like chick-up, chick-up, from which its common name of quitchup is derived. Counter-singing (repeating the first bird's song) by neighbouring birds is common. The territorial call, also given by opponents during fights, is a long preet with an upward inflection. The alarm call is a loud trilling whistle. Common calls, thought to be contact calls, are animated two-note calls variously described as terric, terric, cr-rook, cr-rook or put-put, put-put. ## Distribution and habitat ### Habitat Across its range, the yellow-faced honeyeater is found in a variety of habitats—in open sclerophyll forests from coastal dunes to high-altitude subalpine areas, and often in riparian woodlands. It most commonly dwells in open forests dominated by spotted gum (Corymbia maculata) with ironbarks and stringybarks, such as narrow-leaved ironbark (Eucalyptus crebra) and silver-leaved ironbark (E. melanophloia), with a light, shrubby understorey, and less often in dry, open forests and woodlands dominated by Angophora, Acacia, Banksia, Casuarina or Callitris, or in high-altitude, tall, open forests of alpine ash (Eucalyptus delegatensis) and woodlands dominated by snow gum (E. pauciflora) or white box (E. albens). It has been recorded in coastal heath when banksias are blooming, and among flowering mangroves. It occupies areas infested with weeds, such as Scotch broom (Cytisus scoparius) and blackberries, and in developed areas including orchards, parks and gardens, where it feeds on cultivated fruit and flowers. It can be found in forests regenerating after fire or logging, though it is more common in mature forests. Where it is found in woodland, it is usually woodland near forest or with an understory of sclerophyll plants. ### Range The yellow-faced honeyeater ranges across a broad arc generally along the coastline from near Cooktown in Far North Queensland, and between a line from Charters Towers south to Albury and the coast, and then west to the Fleurieu Peninsula and the Mount Lofty Ranges in South Australia. Population densities have been recorded from 0.01 birds per hectare (2.5 acres) near Armidale in New South Wales to 7.8 birds per hectare at Tarnagulla, Victoria. During the winter months of June and July, numbers are generally lower in Victoria and higher in Queensland, following their northward migration. ### Migration There are resident populations of the yellow-faced honeyeater throughout its range, but it is for the most part a seasonal, latitudinal, daytime migrant. During the autumn (March to May), it migrates north along the highlands and coastal fringe of eastern Australia to southern Queensland, to return in the spring (August to October) of the same year. The birds commonly move in flocks of 10 to 100 birds, but occasionally in larger groups of 1,000 or more. The groups can include other species, such as the white-naped honeyeater, fuscous honeyeater, noisy friarbird, and silvereye. They move in successive flocks at a rate of up to several thousand birds an hour. Over 100,000 birds were recorded passing Hastings Point in New South Wales over the course of a single day in May 1965. The species is able to detect geomagnetic fields, and uses them to navigate while migrating. Experiments, where the vertical component of the magnetic field was reversed, indicate that the magnetic compass of the yellow-faced honeyeater is based on the inclination of the field lines and not on polarity, meaning they distinguish between the direction of the equator and the South Pole, rather than north and south. Their flight is in one general direction, but is not in a straight line, as the flocks stay in vegetated areas, negotiate gaps in the mountain ranges, and detour around cities. The migration of many birds in Australia, including honeyeaters, has generally been described as occurring mainly in response to external environmental stimuli, such as food availability or an influx of water. The yellow-faced honeyeater has been found to have a broad range of characteristics that are more often associated with Northern Hemisphere migrants. These are an annual cycle of migratory restlessness, seasonally appropriate orientation based on magnetic, solar and polarised light cues, and a migration program based on the magnetic inclination compass. ## Behaviour The yellow-faced honeyeater is usually seen singly, in pairs or in small family groups, when not migrating. They forage as individuals, as pairs or as small groups of up to ten birds, and during migration in larger groups. They sometimes feed in large, mixed-species, foraging flocks, composed predominately of insectivorous birds. ### Feeding Comparatively short-billed for a honeyeater, the yellow-faced honeyeater is thought to have adapted to a mixed diet. Its diet consists of nectar, pollen, fruit, seeds, honeydew, and insects. It is arboreal, foraging primarily among the foliage and flowers of trees, shrubs, and mistletoes, less often on branches and tree-trunk, and rarely on the ground. Yellow-faced honeyeaters feed on nectar around 40% of the time, and on insects around 60% of the time. The yellow-faced honeyeater feeds on insects by gleaning, sallying, catching in flight, or probing in bark crevices. The insects eaten are primarily Diptera (flies, mosquitoes, maggots, gnats, and midges), beetles, and spiders. A study of the pollen on the bills and foreheads of captured birds found that 70% carried pollen from silver banksia (Banksia marginata), 61% from heath-leaved banksia (Banksia ericifolia), and 22% carried pollen from other plants in the area including fern-leaved banksia (Banksia oblongifolia), mountain devil (Lambertia formosa), and green spider-flower (Grevillea mucronulata). In April and May, before the autumn migration, the yellow-faced honeyeater increases its nectar consumption, which increases its body mass. The average body mass in late autumn of 17.5 grams (0.62 oz) is 13% higher than the average recorded between January and April, and the yellow-faced honeyeater begins the migration with healthy fat reserves. ### Breeding The yellow-faced honeyeater breeds in monogamous pairs in a breeding season that extends from July to March, with migrating birds nesting later than sedentary birds. They nest solitarily in all-purpose territories that both parents defend against conspecifics and other species including thornbills, spinebills and silvereyes, although the male is involved in more aggressive interactions than the female. Within a breeding season, females lay two or three clutches of eggs, re-nesting with the same partner in the same territory. Banded birds have been identified in the same territory for periods of up to five years. The nest is built in the understorey shrubs, relatively close to the ground. Nests have been recorded in prickly coprosma (Coprosma quadrifida), Cassinia, tea-trees (Melaleuca), eucalypts and acacias, as well as in garden shrubs. The nest is a fragile, cup-shaped structure, swollen at the sides and narrower at the rim. The female builds the nest, but is often accompanied by the male as she gathers nesting material. Most nests are built of greenish material, which varies with the location; in coastal areas, grass is the primary material; in mountain forests, the nest is often covered with moss. One bird was recorded repeatedly flying between the nest and a koala 36 metres (118 ft) away and plucking the long hair near its ears to incorporate in the nest. The nests are very fine, with the eggs visible through the gauze-like walls, and they sometimes fall apart. They have been known to disintegrate with eggs and nestlings falling through the bottom. The female undertakes the incubation alone. Eggs are oval, approximately 21 millimetres (0.83 in) long and 14 millimetres (0.55 in) wide, and pinkish white in colour with spots and blotches of dark reddish-brown. The clutch size varies from one to three eggs, and eggs take around two weeks to hatch. Upon hatching, both parents feed the nestlings and remove faecal pellets. The chicks fledge after thirteen days, and leave the parental territory after a further two weeks. The success rate can be as low as 16% of eggs developing into fledged young, with nest failure, hot weather, heavy rain, human activity (including fungicide spraying and nest damage), egg destruction by brood parasites, and predation by brown snakes, cats, and currawongs, all recorded as contributing to brood failure. Among the species that parasitize the nests of yellow-faced honeyeaters are fan-tailed cuckoos, brush cuckoos, pallid cuckoos, shining bronze-cuckoos, and Horsfield's bronze-cuckoos. The yellow-faced honeyeater promptly nests again after both successful and failed breeding attempts. A paternity analysis of yellow-faced honeyeater nestlings found that 10 of 18 nestlings were fathered by the male of the nesting pair, with clear evidence for extra-pair paternity in the case of the remaining 44%. This conflicts with the usual pattern, where genetic monogamy is linked to the characteristics of strong social pairing, essential paternal contributions to brood-rearing, and to sexual monomorphism; characteristics that are exhibited by the yellow honeyeater, for example. ## Conservation status Several ectoparasites, which can affect survival and reproductive fitness, have been found on the yellow-faced honeyeater: the mites, Ptilonyssus meliphagae and P. thymanzae, and Ixodes species ticks. In general, honeyeaters require extensive corridors of mature trees along their migratory routes, and flowering woodlands for nesting, so they are vulnerable to the effects of land-clearing, grazing and weed infestation. The woodland habitat they prefer is considered an endangered ecological community. As it is common and widespread, the yellow-faced honeyeater is considered by the IUCN to be of least concern for conservation. A field experiment to determine whether yellow-faced honeyeater nests were less successful in fragmented habitats found that nests closer to forest margins actually had a higher success rate than those deeper in the forest. However, the yellow-faced honeyeater tends to nest away from the edge of forest remnants; experiments with natural and artificial nests at varying distances from the open areas showed no increase in the number of avian predators at the forest edge. The results of the field experiment did not support the "ecological trap" and "predator influx" theories, and contribute to a belief that fragmented habitats may not be as problematic as previously thought. In some areas, the species is considered a pest because of its intrusion into orchards and urban gardens, where it damages fruit.
5,689,761
Banksia lemanniana
1,101,592,683
Shrub of the family Proteaceae native to Western Australia
[ "Banksia taxa by scientific name", "Endemic flora of Western Australia", "Eudicots of Western Australia", "Plants described in 1852", "Taxa named by Carl Meissner" ]
Banksia lemanniana, the yellow lantern banksia or Lemann's banksia, is a species of flowering plant in the family Proteaceae, native to Western Australia. It generally grows as an open woody shrub or small tree to 5 m (16 ft) high, with stiff serrated leaves and unusual hanging inflorescences. Flowering occurs over summer, the greenish buds developing into oval flower spikes before turning grey and developing the characteristic large woody follicles. It occurs within and just east of the Fitzgerald River National Park on the southern coast of the state. B. lemanniana is killed by bushfire and regenerates from seed. Described by Swiss botanist Carl Meissner in 1856, Banksia lemanniana was named in honour of English botanist Charles Morgan Lemann. It is one of three or four related species all with pendent inflorescences, which is an unusual feature of banksias. No subspecies are recognised. Banksia lemanniana is classified as Not Threatened under the Wildlife Conservation Act of Western Australia. Unlike many Western Australian banksias, it appears to have some resistance to dieback from the soil-borne water mould Phytophthora cinnamomi, and is one of the easier Western Australian species to grow in cultivation. ## Description Banksia lemanniana grows as an open shrub or, less commonly, a small tree to 5 m (16 ft) in height, with a spreading habit. The trunk has thin grey bark and can reach a diameter of 15 cm (5.9 in). Lower-growing plants that reach 1.6 m (5.2 ft) have been reported from coastal areas of Fitzgerald River National Park. The new growth is finely hairy and predominantly seen in summer, before losing its hair and becoming glabrous (smooth) over two years. The stiff leaves are narrowly wedge-shaped or more oval (cuneate to obovate) and measure 3–9 cm (1.2–3.5 in) in length by 1.2–3 cm (0.47–1.18 in) wide. The leaf margins are serrated, with many teeth measuring 0.1 to 0.3 cm each. Flowering typically occurs between October and January. Unlike those of most other banksias, the cylindrical inflorescences hang down from branchlets and measure 5–11 cm (2–4 in) in length and 8–10 cm (3.1–3.9 in) in diameter. They are green-yellow in colour and smell of honey, dripping large amounts of nectar. The buds are a rich chocolate brown in colour until the yellow flowers push through. The inflorescences turn grey as they age, and the old flowers remain as up to 20 large woody follicles develop. Oval in shape, wrinkled in texture and covered with fine hair, they can reach 4.5 cm (1.8 in) long, 3 cm (1.2 in) high, and 3 cm (1.2 in) wide. The obovate seed is 4–4.7 cm (1.6–1.9 in) long and fairly flattened, and is composed of the wedge-shaped seed body proper, measuring 1.2–1.5 cm (0.5–0.6 in) long and 1–1.3 cm (0.4–0.5 in) wide, and a papery wing. One side, termed the outer surface, is dark brown and wrinkled, while the other is black and smooth. Both surfaces sparkle slightly. The seeds are separated by a sturdy dark brown seed separator that is roughly the same shape as the seeds with a depression where the seed body sits adjacent to it in the follicle. Seedlings have cuneate (wedge-shaped) cotyledons which measure 1.2–1.5 cm (0.5–0.6 in) long and 1.5–1.8 cm (0.6–0.7 in) wide. These are dull green, sometimes with a reddish tinge, and the margin of the wedge may be crenulated (lined with small teeth). The hypocotyl is red and measures 1–2 cm (0.39–0.79 in) high and 0.25–0.3 cm (0.098–0.118 in) wide. ## Taxonomy The first known botanical collection of B. lemanniana was made by James Drummond in early 1847, during a voyage of botanical exploration through the Stirling Ranges to Cape Riche, in company with George Maxwell. This expedition would result in much of Drummond's renowned "Fourth Collection", including the celebrated Hakea victoria. On returning home, Drummond sent a report of his explorations to The Inquirer, which published it on 14 April. In it, Drummond states "On Mount Barren I found... a remarkable nodding yellow-flowered Banksia, with leaves and a habit so like B. Caleyii, that it can only be distinguished by the cones and flowers, which are widely different." This is now recognised as a reference to B. lemanniana. The name Banksia lemanniana first appeared in print in 1852, being included in "A List of the Proteaceae Collected in South-Western Australia by Mr James Drummond", written by Carl Meissner and published in Hooker's Journal of Botany and Kew Garden Miscellany. Four years later, Meissner published a formal species description in his chapter on the Proteaceae for A. P. de Candolle's Prodromus Systematis Naturalis Regni Vegetabilis. Neither of Meissner's publications gives an etymology for the specific epithet, but it is now accepted as honouring the English botanist Charles Morgan Lemann. It has sometimes been misspelt "lehmanniana" after being mistakenly attributed to the German botanist Johann Lehmann. Common names include yellow lantern banksia and Lemann's banksia. Meissner placed B. lemanniana in series Quercinae in his 1856 arrangement of the genus on account of its strongly dentate, cuneate to obovate leaves. As they were defined on leaf characters alone, all of Meissner's series were highly heterogeneous. George Bentham published a thorough revision of Banksia in his landmark publication Flora Australiensis in 1870. In Bentham's arrangement, the number of recognised Banksia species was reduced from 60 to 46. Bentham defined four sections based on leaf, style and pollen-presenter characters. Banksia lemanniana was placed in section Orthostylis. In 1891, Otto Kuntze, in his Revisio Generum Plantarum, rejected the generic name Banksia L.f., on the grounds that the name Banksia had previously been published in 1776 as Banksia J.R.Forst & G.Forst, referring to the genus now known as Pimelea. Kuntze proposed Sirmuellera as an alternative, referring to this species as Sirmuellera lemanniana. This application of the principle of priority was largely ignored by Kuntze's contemporaries, and Banksia L.f. was formally conserved and Sirmuellera rejected in 1940. In his 1981 monograph The genus Banksia L.f. (Proteaceae), Alex George placed B. lemanniana in B. subg. Banksia because its inflorescence is a typical Banksia flower spike; in B. sect. Banksia because of its straight styles. He made it the type species of B. ser. Tetragonae, the members of which are defined by their pendulous inflorescences and tetragonal limbs. He considered it closely related to B. aculeata and B. caleyi, which are smaller, more compact, shrubs with red- or pink-tinged inflorescences. In 1996, Kevin Thiele and Pauline Ladiges published the results of a cladistic analysis of morphological characters of Banksia. They retained George's subgenera and many of his series, but discarded his sections. George's B. ser. Tetragonae was found to be monophyletic, and therefore retained; and their analysis of the relationships within the series supported the placement of B. lemanniana as sister to the pair of species B. aculeata and B. caleyi. B. lemanniana's placement in Thiele and Ladiges' arrangement may be summarised as follows: Banksia : B. subg. Isostylis (3 species) : B. elegans (incertae sedis) : B. subg. Banksia : : B. ser. Tetragonae : : : B. elderiana : : : B. lemanniana : : : B. caleyi : : : B. aculeata The arrangement of Thiele and Ladiges was not accepted by George, and was discarded in his 1999 revision. Under George's 1999 arrangement, B. aculeata's placement was as follows: Banksia : B. subg. Banksia : : B. sect. Banksia : : : B. ser. Salicinae (11 species, 7 subspecies) : : : B. ser. Grandes (2 species) : : : B. ser. Banksia (8 species) : : : B. ser. Crocinae (4 species) : : : B. ser. Prostratae (6 species, 3 varieties) : : : B. ser. Cyrtostylis (13 species) : : : B. ser. Tetragonae : : : : B. lemanniana : : : : B. caleyi : : : : B. aculeata Since 1998, Austin Mast has been publishing results of ongoing cladistic analyses of DNA sequence data for the subtribe Banksiinae. His analyses suggest a phylogeny that is rather different from previous taxonomic arrangements, but support the placement of the three species in a clade corresponding closely with B. ser. Tetragonae. Early in 2007 Mast and Thiele initiated a rearrangement by transferring Dryandra to Banksia, and publishing B. subg. Spathulatae for the species having spoon-shaped cotyledons; in this way they also redefined the autonym B. subg. Banksia. They foreshadowed publishing a full arrangement once DNA sampling of Dryandra was complete; in the meantime, if Mast and Thiele's nomenclatural changes are taken as an interim arrangement, then B. lemanniana is placed in B. subg. Banksia. ## Distribution and habitat Banksia lemanniana is found near the southern coast of Western Australia, most of its population protected within Fitzgerald River National Park. Outside the park, it reaches the Ravensthorpe Range to the northeast and the rabbit-proof fence to the east, as well as isolated populations westwards as far as Pallinup estuary. The annual rainfall is 500–600 mm (20–24 in). It is found on the tops and slopes of hills as well as flatter areas on rocky or lateritic soil, as well as sand, in mallee scrubland or heath. Banksia lemanniana is relatively secure as much of its range lies within a National Park, and it is not a species collected for the cut flower industry. It is hence classified as Not Threatened under the Wildlife Conservation Act of Western Australia. ## Ecology A variety of pollinators have been recorded visiting the flower spikes, including New Holland honeyeater (Phylidonyris novaehollandiae), red wattlebird (Anthochaera carunculata), native and European honey bees, wasps and ants. The flower spikes drip nectar onto the ground or lower leaves, suggesting pollination by nonflying mammals, which are attracted to the scent. Being upside down may facilitate this process. Banksia lemanniana is killed by bushfire and regenerates from seed. It is unclear how quickly seedlings take to reach flowering in the wild, but cultivated records suggest around five or six years. If fire occurs too frequently, plants are burned before reaching maturity or before they have produced sufficient seed to ensure regeneration of the population. This may cause a population decline or even local extinction. Too long a time between fires also causes population decline, as more plants die of natural attrition without releasing their seed, resulting in seed wastage. Banksia lemanniana has been shown to have a low to moderate susceptibility to dieback from the soil-borne water mould Phytophthora cinnamomi, unlike many Western Australian banksias. A study on cultivated plants in South Australia inoculated with P. cinnamomi and P. citricola found B. lemanniana to have an overall low susceptibility overall to both organisms, although 2-to-3-week-old seedlings appeared more vulnerable than 10-month-old ones. ## Cultivation One of the easier Western species to grow, Banksia lemanniana has some horticultural potential in its attractive chocolate buds, green-yellow hanging flower spikes and large grey spikes with prominent follicles. It generally grows quite quickly, but nevertheless takes five to six years to flower from seed. It prefers a more alkaline rocky or sandy soil, with a nominal pH range from 6 to 7.5. It favours a sunny position and good drainage, and has been successfully cultivated in more humid climates on Australia's east coast. Seeds do not require any treatment, and take 27 to 43 days to germinate.
19,924
Microscopium
1,173,667,604
Minor constellation in the southern celestial hemisphere
[ "Constellations listed by Lacaille", "Microscopium", "Southern constellations" ]
Microscopium /ˌmaɪkrəˈskɒpiəm/ ("the Microscope") is a minor constellation in the southern celestial hemisphere, one of twelve created in the 18th century by French astronomer Nicolas-Louis de Lacaille and one of several depicting scientific instruments. The name is a Latinised form of the Greek word for microscope. Its stars are faint and hardly visible from most of the non-tropical Northern Hemisphere. The constellation's brightest star is Gamma Microscopii of apparent magnitude 4.68, a yellow giant 2.5 times the Sun's mass located 223 ± 8 light-years distant. It passed within 1.14 and 3.45 light-years of the Sun some 3.9 million years ago, possibly disturbing the outer Solar System. Two star systems—WASP-7 and HD 205739—have been determined to have planets, while two others—the young red dwarf star AU Microscopii and the sunlike HD 202628—have debris disks. AU Microscopii and the binary red dwarf system AT Microscopii are probably a wide triple system and members of the Beta Pictoris moving group. Nicknamed "Speedy Mic", BO Microscopii is a star with an extremely fast rotation period of 9 hours, 7 minutes. ## Characteristics Microscopium is a small constellation bordered by Capricornus to the north, Piscis Austrinus and Grus to the east, Sagittarius to the west, and Indus to the south, touching on Telescopium to the southwest. The recommended three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "Mic". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a polygon of four segments (illustrated in infobox). In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −27.45° and −45.09°. The whole constellation is visible to observers south of latitude 45°N. Given that its brightest stars are of fifth magnitude, the constellation is invisible to the naked eye in areas with light polluted skies. ## Features ### Stars French astronomer Nicolas-Louis de Lacaille charted and designated ten stars with the Bayer designations Alpha through to Iota in 1756. A star in neighbouring Indus that Lacaille had labelled Nu Indi turned out to be in Microscopium, so Gould renamed it Nu Microscopii. Francis Baily considered Gamma and Epsilon Microscopii to belong to the neighbouring constellation Piscis Austrinus, but subsequent cartographers did not follow this. In his 1725 Catalogus Britannicus, John Flamsteed labelled the stars 1, 2, 3 and 4 Piscis Austrini, which became Gamma Microscopii, HR 8076, HR 8110 and Epsilon Microscopii respectively. Within the constellation's borders, there are 43 stars brighter than or equal to apparent magnitude 6.5. Depicting the eyepiece of the microscope is Gamma Microscopii, which—at magnitude of 4.68—is the brightest star in the constellation. Having spent much of its 620-million-year lifespan as a blue-white main sequence star, it has swollen and cooled to become a yellow giant of spectral type G6III, with a diameter ten times that of the Sun. Measurement of its parallax yields a distance of 223 ± 8 light years from Earth. It likely passed within 1.14 and 3.45 light-years of the Sun some 3.9 million years ago, at around 2.5 times the mass of the Sun, it is possibly massive enough and close enough to disturb the Oort cloud. Alpha Microscopii is also an ageing yellow giant star of spectral type G7III with an apparent magnitude of 4.90. Located 400 ± 30 light-years away from Earth, it has swollen to 17.5 times the diameter of the Sun. Alpha has a 10th magnitude companion, visible in 7.5 cm telescopes, though this is a coincidental closeness rather than a true binary system. Epsilon Microscopii lies 166 ± 5 light-years away, and is a white star of apparent magnitude 4.7, and spectral type A1V. Theta<sup>1</sup> and Theta<sup>2</sup> Microscopii make up a wide double whose components are splittable to the naked eye. Both are white A-class magnetic spectrum variable stars with strong metallic lines, similar to Cor Caroli. They mark the constellation's specimen slide. Many notable objects are too faint to be seen with the naked eye. AX Microscopii, better known as Lacaille 8760, is a red dwarf which lies only 12.9 light-years from the Solar System. At magnitude 6.68, it is the brightest red dwarf in the sky. BO Microscopii is a rapidly rotating star that has 80% the diameter of the Sun. Nicknamed "Speedy Mic", it has a rotation period of 9 hours 7 minutes. An active star, it has prominent stellar flares that average 100 times stronger than those of the Sun, and are emitting energy mainly in the X-ray and ultraviolet bands of the spectrum. It lies 218 ± 4 light-years away from the Sun. AT Microscopii is a binary star system, both members of which are flare star red dwarfs. The system lies close to and may form a very wide triple system with AU Microscopii, a young star which appears to be a planetary system in the making with a debris disk. The three stars are candidate members of the Beta Pictoris moving group, one of the nearest associations of stars that share a common motion through space. The Astronomical Society of Southern Africa in 2003 reported that observations of four of the Mira variables in Microscopium were very urgently needed as data on their light curves was incomplete. Two of them—R and S Microscopii—are challenging stars for novice amateur astronomers, and the other two, U and RY Microscopii, are more difficult still. Another red giant, T Microscopii, is a semiregular variable that ranges between magnitudes 7.7 and 9.6 over 344 days. Of apparent magnitude 11, DD Microscopii is a symbiotic star system composed of an orange giant of spectral type K2III and white dwarf in close orbit, with the smaller star ionizing the stellar wind of the larger star. The system has a low metallicity. Combined with its high galactic latitude, this indicates that the star system has its origin in the galactic halo of the Milky Way. HD 205739 is a yellow-white main sequence star of spectral type F7V that is around 1.22 times as massive and 2.3 times as luminous as the Sun. It has a Jupiter-sized planet with an orbital period of 280 days that was discovered by the radial velocity method. WASP-7 is a star of spectral type F5V with an apparent magnitude of 9.54, about 1.28 times as massive as the Sun. Its hot Jupiter planet—WASP-7b—was discovered by transit method and found to orbit the star every 4.95 days. HD 202628 is a sunlike star of spectral type G2V with a debris disk that ranges from 158 to 220 AU distant. Its inner edge is sharply defined, indicating a probable planet orbiting between 86 and 158 AU from the star. ### Deep sky objects Describing Microscopium as "totally unremarkable", astronomer Patrick Moore concluded there was nothing of interest for amateur observers. NGC 6925 is a barred spiral galaxy of apparent magnitude 11.3 which is lens-shaped, as it lies almost edge-on to observers on Earth, 3.7 degrees west-northwest of Alpha Microscopii. SN 2011ei, a Type II Supernova in NGC 6925, was discovered by Stu Parker in New Zealand in July 2011. NGC 6923 lies nearby and is a magnitude fainter still. The Microscopium Void is a roughly rectangular region of relatively empty space, bounded by incomplete sheets of galaxies from other voids. The Microscopium Supercluster is an overdensity of galaxy clusters that was first noticed in the early 1990s. The component Abell clusters 3695 and 3696 are likely to be gravitationally bound, while the relations of Abell clusters 3693 and 3705 in the same field are unclear. ### Meteor showers The Microscopids are a minor meteor shower that appear from June to mid-July. ## History Microscopium lies in a region where Ptolemy had listed six 'unformed' stars behind the tail of Piscis Austrinus. Al-Sufi did not include these stars in his revision of the Almagest, presumably because he could not identify them. Microscopium was introduced in 1751–52 by Lacaille with the French name le Microscope, after he had observed and catalogued 10,000 southern stars during a two-year stay at the Cape of Good Hope. He devised fourteen new constellations in uncharted regions of the Southern Celestial Hemisphere not visible from Europe. All but one honoured instruments that symbolised the Age of Enlightenment. Commemorating the compound microscope, the Microscope's name had been Latinised by Lacaille to Microscopium by 1763. ## See also - Microscopium (Chinese astronomy)
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Smells Like Teen Spirit
1,172,763,218
1991 single by Nirvana
[ "1990 songs", "1990s neologisms", "1991 neologisms", "1991 singles", "DGC Records singles", "Mondegreens", "Music videos directed by Samuel Bayer", "Nirvana (band) songs", "Number-one singles in New Zealand", "Number-one singles in Spain", "Patti Smith songs", "SNEP Top Singles number-one singles", "Song recordings produced by Butch Vig", "Songs about teenagers", "Songs written by Dave Grohl", "Songs written by Krist Novoselic", "Songs written by Kurt Cobain", "Tori Amos songs", "Ultratop 50 Singles (Flanders) number-one singles" ]
"Smells Like Teen Spirit" is a song by the American rock band Nirvana. It is the opening track and lead single from the band's second album, Nevermind (1991), released on DGC Records. The unexpected success of the song propelled Nevermind to the top of several albums charts at the start of 1992, an event often marked as the point when grunge entered the mainstream. It was Nirvana's biggest hit, charting high on music industry charts around the world in 1991 and 1992, and was number one on the charts in Belgium, France, New Zealand and Spain. It was met with wide critical acclaim, and described as an "anthem for apathetic kids" of Generation X. Although Nirvana grew uncomfortable with the mainstream and commercial attention the song brought to them, listeners and critics continue to praise "Smells Like Teen Spirit" as one of the greatest songs of all time. The music video for the song is based on the concept of a high school pep rally which ends in chaos and riot, inspired by Jonathan Kaplan's 1979 film Over the Edge and the Ramones' film Rock 'n' Roll High School. It won two MTV Video Music Awards, and was in heavy rotation on MTV during the 1990s. In subsequent years Amy Finnerty, formerly of MTV's programming department, claimed the video "changed the entire look of MTV" by giving the channel "a whole new generation to sell to". In 2000, the Guinness World Records named "Smells Like Teen Spirit" the "Most Played Video" on MTV Europe. "Smells Like Teen Spirit" was included in the Rock and Roll Hall of Fame's list of The Songs That Shaped Rock and Roll. In 2001, the Recording Industry Association of America (RIAA) ranked the song at number 80 on their Songs of the Century list. In 2002, NME ranked the song the number two on its list of "100 Greatest Singles of All Time", while Kerrang! ranked it at number one on its list of the "100 Greatest Singles of All Time". In 2021, Rolling Stone ranked "Smells Like Teen Spirit" fifth on its list of The 500 Greatest Songs of All Time. In 2017, it was inducted into the Grammy Hall of Fame. ## Writing and recording "Smells Like Teen Spirit" was one of several songs written following Nirvana's first recording sessions with producer Butch Vig in 1990. Lead singer and guitarist Kurt Cobain began writing it a few weeks before recording their second album, Nevermind, in 1991. He said it was an attempt to write a song in the style of the Pixies, a band he admired: > I was trying to write the ultimate pop song. I was basically trying to rip off the Pixies. I have to admit it. When I heard the Pixies for the first time, I connected with that band so heavily that I should have been in that band—or at least a Pixies cover band. We used their sense of dynamics, being soft and quiet and then loud and hard. When Cobain presented the song to his bandmates, it comprised just the main guitar riff and the chorus vocal melody. Cobain said the riff was "clichéd", similar to a riff by Boston or the Richard Berry song "Louie Louie". Bassist Krist Novoselic dismissed it as "ridiculous"; in response, Cobain made the band play it for an hour and a half. Eventually, Novoselic began playing it more slowly, inspiring drummer Dave Grohl to create the drum beat, which drew from disco artists like The Gap Band. As a result, it is the only song on Nevermind to credit all three band members as writers. The title derives from a phrase written on Cobain's wall by his friend Kathleen Hanna, singer of the riot grrrl band Bikini Kill: "Kurt smells like Teen Spirit." Hanna meant that Cobain smelled like the deodorant Teen Spirit, which she and Tobi Vail, his then-girlfriend, had discovered during a trip to the grocery store. Cobain said that he was unaware of the deodorant until months after the single was released, and had interpreted it as a revolutionary slogan, as they had been discussing anarchism and punk rock. Prior to the album recording, the band sent Vig demos for songs including "Teen Spirit". While the sound was distorted due to the band playing at a high volume, Vig felt it had promise. Vig and the band recorded "Smells Like Teen Spirit" at Sound City Studios in the Los Angeles, California neighborhood of Van Nuys in May 1991. Vig suggested changes to the arrangement, including moving a guitar ad lib to the chorus and shortening the chorus. The band recorded the basic track in three takes, and used the second take. Vig corrected some timing errors created by Cobain switching between his guitar effects pedals. Cobain recorded only three vocal takes; according to Vig, "I was lucky to ever get Kurt to do four takes." ## Music "Smells Like Teen Spirit" is a grunge, alternative rock, and hard rock song. It was recorded in the original key of F minor and follows a Fm–Bm–A–D chord progression, with the main guitar riff constructed from four power chords played in a syncopated sixteenth note strum by Cobain. The guitar chords were double tracked to create a "more powerful" sound. The chords occasionally lapse into suspended chord voicings as a result of Cobain playing the bottom four strings of the guitar for the thickness of sound. The riff resembles that of Boston's 1976 hit "More Than a Feeling", though it is not identical. During the verses, Cobain used a Small Clone effect pedal to add a chorus effect. "Smells Like Teen Spirit" uses a "somewhat conventional formal structure" consisting of four-, eight-, and twelve-bar sections, including an eight-bar verse, an eight-bar pre-chorus, and a twelve-bar chorus. Musicologist Graeme Downes, who led the band the Verlaines, says that "Smells Like Teen Spirit" illustrates developing variation. Elements of the structure are marked with shifts in volume and dynamics, moving from quiet to loud several times. This structure of "quiet verses with wobbly, chorused guitar, followed by big, loud hardcore-inspired choruses" became an alternative rock template. During the verses, the band maintains the same chord progression as the chorus. Cobain plays a two-note guitar line over Novoselic's root-note eighth note bassline, which outlines the chord progression. Approaching the chorus, Cobain begins to play the same two notes on every beat of the measure and repeats the word "Hello". Following the first and second choruses, Cobain simultaneously sings the word "Yay" and performs a unison bend on his guitar. After the second chorus, Cobain plays a 16-bar guitar solo restating his vocal melody from the verse and pre-chorus. During the closing refrain, Cobain sings "A denial" repeatedly; his voice becomes strained from the force of yelling. ## Lyrics and interpretation The lyrics to "Smells Like Teen Spirit" were often difficult for listeners to decipher, both due to their nonsensicality and because of Cobain's slurred, guttural singing voice. This problem was compounded by the fact that the Nevermind album liner notes did not include any lyrics for the songs aside from selected lyrical fragments. This incomprehensibility contributed to the early resistance from radio stations towards adding the song to their playlists; one Geffen promoter recalled that people from rock radio told her, "We can't play this. I can't understand what the guy is saying." MTV went as far as to prepare a version of the video that included the lyrics running across the bottom of the screen, which they aired when the video was added to their heavy rotation schedule. The lyrics for the album—and some from earlier or alternate versions of the songs—were later released with the liner notes of the "Lithium" single in 1992. American rock critic Dave Marsh noted comments by disc jockeys of the time that the song was "the 'Louie Louie' of the nineties" and wrote, "Like 'Louie', only more so, 'Teen Spirit' reveals its secrets reluctantly and then often incoherently." Marsh, trying to decipher the lyrics, felt after reading the correct lyrics from the song's sheet music that "what I imagined was quite a bit better (at least, more gratifying) than what Nirvana actually sang", and added, "Worst of all, I'm not sure that I know more about [the meaning of] 'Smells Like Teen Spirit' now than before I plunked down for the official version of the facts." The book Teen Spirit: The Stories Behind Every Nirvana Song describes "Teen Spirit" as "a typically murky Cobain exploration of meaning and meaninglessness". Azerrad plays upon the juxtaposition of Cobain's contradictory lyrics (such as "It's fun to lose and to pretend") and states "the point that emerges isn't just the conflict of two opposing ideas, but the confusion and anger that the conflict produces in the narrator—he's angry that he's confused". Azerrad's conclusion is that the song is "alternately a sarcastic reaction to the idea of actually having a revolution, yet it also embraces the idea". Additionally, the "famously obscure couplet"—"A mulatto, an albino / A mosquito, my libido"—is, according to Azerrad, "nothing more than two pairs of opposites, a funny way of saying the narrator is very horny". In Heavier Than Heaven, Charles R. Cross' biography of Cobain, Cross argues that the song is a reference to Cobain's relationship with ex-girlfriend Tobi Vail. Cross cites the line "She's over-bored and self-assured" and states the song "could not have been about anyone else". Cross backs up his argument with lyrics which were present in earlier drafts, such as "Who will be the King & Queen of the outcasted [sic] teens". "Teen Spirit" is widely interpreted as a teen revolution anthem, an interpretation reinforced by the music video. In an interview conducted the day Nevermind was released, Cobain stated the song was about his friends, explaining, "We still feel as if we're teenagers because we don't follow the guidelines of what's expected of us to be adults ... It also has kind of a teen revolutionary theme." In Michael Azerrad's biography Come as You Are: The Story of Nirvana, Cobain said he felt a duty "to describe what I felt about my surroundings and my generation and people my age". He also said, "The entire song is made up of contradictory ideas ... It's just making fun of the thought of having a revolution. But it's a nice thought." As Cobain did more interviews, he changed his explanation of the song and rarely gave specifics about the meaning. Grohl stated he does not believe the song has any message, and said, "Just seeing Kurt write the lyrics to a song five minutes before he first sings them, you just kind of find it a little bit hard to believe that the song has a lot to say about something. You need syllables to fill up this space or you need something that rhymes." ## Release and reception "Smells Like Teen Spirit" was released to radio on 27 August 1991. On 10 September, it was released as the lead single from Nevermind, Nirvana's major label debut on DGC Records. The song did not initially chart, and it sold well only in regions of the United States with an established Nirvana fanbase. The single was intended to be a base-building alternative rock cut from the album, and was not expected to be a hit; the follow-up "Come as You Are" was planned as the single that could cross over to mainstream radio formats. However, campus and modern rock radio stations placed "Smells Like Teen Spirit" on heavy rotation. Danny Goldberg of Nirvana's management firm Gold Mountain said: "None of us heard it as a crossover song, but the public heard it and it was instantaneous ... They heard it on alternative radio, and then they rushed out like lemmings to buy it." The video received its world premiere on MTV's late-night alternative rock program 120 Minutes on 29 September, and proved so popular that the channel began to air it during its regular daytime rotation. MTV added the video to its "Buzz Bin" selection in October, where it stayed until mid-December. By the end of the year, the song, music video, and the Nevermind album had become hits. "Smells Like Teen Spirit" and Nevermind became a rare cross-format phenomenon, reaching all the major rock radio formats including modern rock, hard rock, album rock, and college radio. "Smells Like Teen Spirit" was also a critical and commercial success. It topped the 1991 Village Voice "Pazz & Jop" and Melody Maker year-end polls and reached number two on Rolling Stone's list of best singles of the year. The single peaked at number six on the Billboard Hot 100 singles chart the same week that Nevermind reached number one on the albums chart. "Teen Spirit" hit number one on the Modern Rock Tracks chart and has been certified platinum (one million copies shipped) by the Recording Industry Association of America. However, many American Top 40 stations were reluctant to play the song in regular rotation and restricted it to night-time play. The single was also successful in other countries. In the United Kingdom, "Smells Like Teen Spirit" was released on 18 November 1991, reaching number seven on the UK Singles Chart and charting for 184 weeks. The song was nominated for two Grammy Awards: Best Hard Rock Performance with Vocal and Best Rock Song. Entertainment Weekly would later name Nirvana's loss to Eric Clapton in the Best Rock Song category as one of the 10 biggest upsets in Grammy history. Outside the United States, the song topped the charts of Belgium, France, New Zealand, and Spain. It charted within the top five of several European countries and reached number five in Australia. It appeared on several year-end charts, including number 10 in New Zealand, number 17 in Belgium and Germany, and number 32 on the Billboard Hot 100 Year-End Chart. In the wake of Nirvana's success, Michael Azerrad wrote in a 1992 Rolling Stone article: "'Smells Like Teen Spirit' is an anthem for (or is it against?) the 'Why Ask Why?' generation. Just don't call Cobain a spokesman for a generation." Nevertheless, the music press awarded the song an "anthem-of-a-generation" status, placing Cobain as a reluctant spokesman for Generation X. The New York Times wrote that "'Smells Like Teen Spirit' could be this generation's version of the Sex Pistols' 1976 single, 'Anarchy in the U.K.', if it weren't for the bitter irony that pervades its title ... as Nirvana knows only too well, teen spirit is routinely bottled, shrink-wrapped and sold". Nirvana grew uncomfortable with the song's success and, in later concerts, often excluded it from the set list. Prior to the release of the band's 1993 follow-up album In Utero, Novoselic remarked, "If it wasn't for 'Teen Spirit' I don't know how Nevermind would have done ... There are no 'Teen Spirits' on In Utero." Cobain said in 1994, "I still like playing 'Teen Spirit', but it's almost an embarrassment to play it ... Everyone has focused on that song so much." ## Music video The music video for "Smells Like Teen Spirit" was the first for director Samuel Bayer. Bayer believed he was hired because his test reel was so poor the band anticipated his production would be "punk" and "not corporate". The video is based on the concept of a school concert which ends in anarchy and riot, inspired by Jonathan Kaplan's 1979 film Over the Edge and the Ramones' film Rock 'n' Roll High School. It had an estimated budget of between \$30,000 and \$50,000. The video was filmed on 17 August 1991, on Stage 6 of GMT Studios in Culver City. It features Nirvana playing at a pep rally in a high school gym to an audience of apathetic students on bleachers, and cheerleaders wearing black dresses with the Circle-A anarchist symbol. The video features an appearance by Burton C. Bell, later known as frontman of heavy metal band Fear Factory. Occasionally, the scene cuts to a janitor (played by Tony De La Rosa) wearing a navy blue jumpsuit and dancing with a push broom handle. The video ends with the students destroying the set and the band's gear. The discontent was genuine; the extras that filled the bleachers had been forced to stay seated through numerous replays of the song for an entire afternoon of filming. Cobain convinced Bayer to allow the extras to mosh, and the set became a scene of chaos. "Once the kids came out dancing they just said 'fuck you', because they were so tired of his shit throughout the day," Cobain said. Cobain disliked Bayer's final edit and oversaw a re-edit of the video, creating the final version. One of Cobain's major additions was the penultimate shot, a close-up of his face after it had been obscured for most of the video. Another major change involved two sequences of a principal standing next to a loudspeaker and being sprayed with confetti, and a teacher dressed like a nerd dancing to the song with a "Dunce" cap before being tied to a basketball hoop pole. Cobain had the principal footage and most of the teacher footage removed, aside from the ending scene which shows the teacher tied to the pole as the janitor sweeps the floor. Bayer said that unlike subsequent artists he worked with, Cobain was not vain, and was more interested that "the video had something that was truly about what they were about". ### Reception The music video received positive reviews. The Rolling Stone writer David Fricke described the video as looking like "the greatest gig you could ever imagine". In addition to a number-one placing in the singles category, "Teen Spirit" also topped the music video category in the Village Voice's 1991 "Pazz & Jop" poll. The video won Nirvana the Best New Artist and Best Alternative Group awards at the 1992 MTV Video Music Awards, and in 2000 the Guinness World Records named "Teen Spirit" the Most Played Video on MTV Europe. Amy Finnerty, formerly of MTV's Programming department, later said the video "changed the entire look of MTV" by giving them "a whole new generation to sell to". Rolling Stone placed the music video for "Smells Like Teen Spirit" at number two on their 1993 list of "The 100 Top Music Videos". MTV ranked the song's music video at number three on its "100 Greatest Music Videos Ever Made" list in 1999. VH1 placed the debut of the "Teen Spirit" video at number eighteen on its 2000 list of "100 Greatest Rock & Roll Moments on TV", noting that it made alternative rock "a commercial and pop culture force". In 2001, VH1 named it the fourth-greatest video. The video was parodied in "Weird Al" Yankovic's music video for "Smells Like Nirvana" and in Bob Sinclar's 2006 music video for "Rock This Party (Everybody Dance Now)". By 25 December 2019, the video had been viewed 1 billion times on YouTube. ### Equipment - Kurt Cobain's Competition Burgundy 1969 left-handed Fender Mustang. - Krist Novoselic's 60's Zen-On bass guitar. - Dave Grohl's Tama Drums drum kit with 'CHAKA' bass drum head. ## Live performances "Smells Like Teen Spirit" was first performed live on 17 April 1991, at the OK Hotel in Seattle, Washington. The performance is featured on the DVD of the 2004 box set With the Lights Out, while shorter clips are included on the Classic Albums' Nevermind DVD, as well as the documentary film Hype!. As the song's lyrics had not yet been entirely written, there are notable differences between it and the final version. For example, the first performance started with "Come out and play, make up the rules" instead of the eventual opening of "Load up on guns, bring your friends". A recording of the earlier version appears on With the Lights Out and again on Sliver: The Best of the Box. A similar early live performance of the song is found in the documentary 1991: The Year Punk Broke, filmed during a 1991 summer tour in Europe with Sonic Youth. The international television debut performance of "Smells Like Teen Spirit" was on 8 November 1991, on the UK TV series The Word. Cobain opened by declaring: "I want everyone in this room to know that Courtney Love, the lead singer of the sensational pop group Hole, is the best fuck in the world." Cobain and Love married the following year. Nirvana often altered the song's lyrics and tempo for live performances. Some live performances of the song had the line "our little group has always been" changed to "our little tribe has always been", which can be heard on the 1996 live album From the Muddy Banks of the Wishkah. Rolling Stone remarked that the Wishkah version of "Teen Spirit" "[found] Cobain's guitar reeling outside the song's melodic boundaries and sparking new life in that nearly played-out hit". A notable alternate performance of "Smells Like Teen Spirit" occurred on BBC's Top of the Pops in 1991, during which the band refused to mime to the pre-recorded backing track and Cobain deliberately sang the whole song an octave lower and altered numerous lyrics in the song (for example, "Load up on guns, bring your friends" became "Load up on drugs, kill your friends"). Cobain later said he was trying to sound like former Smiths frontman Morrissey. When Top of the Pops was cancelled in 2006, The Observer listed Nirvana's performance of "Smells Like Teen Spirit" as the third greatest in the show's history. This performance can be found on the 1994 home video Live! Tonight! Sold Out!!. ## Legacy Dubbed an "anthem for apathetic kids" of Generation X, in the years following Cobain's 1994 suicide and Nirvana's breakup "Smells Like Teen Spirit" has continued to garner critical acclaim, and is often listed as one of the greatest songs of all time. It was inducted into the Rock and Roll Hall of Fame's list of "The Songs That Shaped Rock and Roll" in 1997. In 2000, VH1 rated the song at number forty-one on its "100 Greatest Rock Songs" list, while MTV and Rolling Stone ranked it third on their joint list of the "100 Greatest Pop Songs". The Recording Industry Association of America placed "Smells Like Teen Spirit" at number eighty on their 2001 "Songs of the Century" list. In 2002, NME awarded the song the number two spot on its list of "100 Greatest Singles of All Time", with Kerrang! ranking it at number one on its own list of the "100 Greatest Singles of All Time". VH1 placed "Smells Like Teen Spirit" at number one on its list of "100 Greatest Songs of the Past 25 Years" in 2003, while that same year, the song came third in a Q poll of the "1001 Best Songs Ever". In 2021, Rolling Stone ranked "Smells Like Teen Spirit" fifth on its list of "The 500 Greatest Songs of All Time". The song was placed at number six in NME's "Global Best Song Ever Poll" in 2005. In 2022, it was included in the list "The story of NME in 70 (mostly) seminal songs": Mark Beaumont wrote that with this song, Nirvana rejuvenated American rock, "honing the melodic roars of Husker Du, Pixies, Dinosaur Jr and Sonic Youth into an MTV friendly quiet-loud dynamic". In the 2006 VH1 UK poll The Nation's Favourite Lyric, the line "I feel stupid and contagious / Here we are now, entertain us" was ranked the third-favorite lyric by over 13,000 voters. VH1 placed "Smells Like Teen Spirit" at number one on its list of the "100 Greatest Songs Of The '90s" in 2007, while Rolling Stone ranked it number ten on its list of "The 100 Greatest Guitar Songs of All Time". In 2009, the song was voted number one for the third time in a row on the Triple J Hottest 100 of All Time in Australia (it was first place previously in 1991 and 1998). That year, VH1 ranked the song seventh on its list of the "100 Greatest Hard Rock Songs". Despite previously proposing in its 2006 entry for Nevermind on "The All-TIME 100 Albums" that "'Smells Like Teen Spirit' ... may be the album's worst song", Time magazine later included it on its list of "The All-TIME 100 Songs" in 2011. That same year, "Smells Like Teen Spirit" kept its number nine ranking on Rolling Stone's updated list of "The 500 Greatest Songs of All Time", while in 2019, the magazine ranked it at number one in its list of "50 Best Songs of the Nineties". NME placed the song at number two on its list of the "100 Best Tracks Of The '90s" in 2012, and at number one on its list of "The 500 Greatest Songs of All Time" in 2014. In 2015, the song was also named the most iconic song of all time according to a study by Goldsmith's College, which analysed various songs featured in numerous 'all-time best' lists, using analytical software to compare their key, BPM, chord variety, lyrical content, timbral variety, and sonic variance – the result of which designated the title to this song. In 2017, it was inducted into the Grammy Hall of Fame. "Smells Like Teen Spirit" was rereleased as a limited edition 7-inch vinyl single in December 2011. In an attempt to emulate a successful 2009 Facebook campaign to promote Rage Against the Machine's song "Killing in the Name", an online campaign was launched to promote "Smells Like Teen Spirit" to 2011 Christmas number one in the UK Singles Chart in protest at the dealings of The X Factor television series with the children's charity Rhythmix. A similar campaign was also launched in Ireland to get the track to 2011 Christmas number one in the Irish Singles Chart. The campaign resulted in the song reaching number 11 on the UK Singles Chart, selling 30,000 copies. According to Nielsen Music's year-end report for 2019, "Smells Like Teen Spirit" was the most-played song of the decade on mainstream rock radio with 145,000 spins. All of the songs in the top 10 were from the 1990s. In June 2021, "Smells Like Teen Spirit" became only the second song from the 1990s to reach 1 billion streams on the Spotify platform. It is the 95th most streamed song on Spotify as of January 2023. ## Covers and parodies Tori Amos recorded the song and released it in 1992 on her "Crucify" EP single. Dave Grohl commented on Nirvana covers in 1996: "There are a few bands that go out there and do Nirvana covers and it's absolutely ridiculous, That's almost like desecration, that's what I think of it as. Tori Amos' take on it (Smells Like Teen Spirit) was fine. I mean that was pretty hilarious. She can do whatever the hell she wants." "Weird Al" Yankovic parodied the song in 1992 with "Smells Like Nirvana", a song about Nirvana itself. Cobain quickly gave permission, but asked, "It's not about food, is it?" Yankovic answered, "No, it's about how nobody can understand your lyrics." Upon hearing the parody, Cobain and his bandmates laughed hysterically. Yankovic has said Cobain told him he realized that Nirvana had "made it" when he heard the parody. In 1995, the queercore band Pansy Division released a cover version with altered lyrics titled "Smells Like Queer Spirit" on their Pile Up album. Pansy Division guitarist Jon Ginoli insisted that his band's version of the song was not a parody but "an affectionate tribute". In the 2011 film The Muppets and its soundtrack, one of the acts of the Muppet Telethon involves Rowlf the Dog, Link Hogthrob, Sam Eagle, and Beaker performing the song as a barbershop quartet, where unwilling special guest Jack Black accuses them of "ruining one of the greatest songs of all time". The 2015 film Pan features a cover of the song performed by Hugh Jackman in character as the pirate Blackbeard and other members of the cast in a musical sequence that introduces the character and his crew. It was selected for the scene after other traditional pirate songs "just wasn't jelling" with the filmmakers during rehearsals. A version recorded by singer Malia J is used in the opening credits sequence of the 2021 film Black Widow. ## Formats and track listing All lyrics are written by Kurt Cobain, except "Smells Like Teen Spirit" (Cobain, Grohl, Novoselic); all music is composed by Nirvana, except "Drain You" (Cobain). US 7" single (DGCS7-19050) 1. "Smells Like Teen Spirit" – 4:38 2. "Even in His Youth" – 3:03 US/Australian/Australasian cassette single (DGCCS-19050) 1. "Smells Like Teen Spirit" – 4:38 2. "Even in His Youth" – 3:03 US & Australian CD single (DGCDS-21673) 1. "Smells Like Teen Spirit" – 4:38 2. "Even in His Youth" – 3:03 3. "Aneurysm" – 4:47 UK 7" single (DGCS 5) 1. "Smells Like Teen Spirit" – 4:38 2. "Drain You" – 3:43 UK 12" single (DGCT 5) 1. "Smells Like Teen Spirit" – 5:00 (LP Version) 2. "Drain You" – 3:43 3. "Even in His Youth" – 3:03 UK picture disc 12" single (DGCTP 5) 1. "Smells Like Teen Spirit" – 5:00 (LP Version) 2. "Drain You" – 3:43 3. "Aneurysm" – 4:47 UK CD single (DGCTD 5) 1. "Smells Like Teen Spirit" – 4:38 2. "Drain You" – 3:43 3. "Even in His Youth" – 3:03 4. "Aneurysm" – 4:47 ## Personnel Nirvana - Kurt Cobain (uncredited) – vocals, guitars - Krist Novoselic (uncredited) – bass - Dave Grohl (uncredited) – drums, backing vocals on "Drain You" Technical personnel - Butch Vig – producer, engineer - Craig Montgomery – production and engineering on "Even in His Youth"and "Aneurysm" - Andy Wallace – mixing `Appears in all release formats, except for UK 7" and some promos.` ` Paired with the track "Even in His Youth" on CD and promo 12" only; also separately on UK 12" (picture disc).` ## Charts ### Weekly charts ### Year-end charts ### Decade-end charts ## Certifications !colspan="3"\|Streaming \|-
144,810
Basiliscus
1,166,639,693
Roman emperor in the East from 475 to 476
[ "470s deaths", "5th-century Byzantine emperors", "5th-century Roman consuls", "House of Leo", "Imperial Roman consuls", "Year of birth unknown" ]
Basiliscus (Greek: Βασιλίσκος, translit. Basilískos; died 476/477) was Eastern Roman emperor from 9 January 475 to August 476. He became magister militum per Thracias in 464, under his brother-in-law, Emperor Leo I (r. 457–474). Basiliscus commanded the army for an invasion of the Vandal Kingdom in 468, which was defeated at the Battle of Cape Bon. There were accusations at the time that Basiliscus was bribed by Aspar, the magister militum; many historians dismiss this, instead concluding that Basiliscus was either incompetent or foolish for accepting Vandal King Gaiseric's offer of a truce, which the latter used to construct fireships. Basiliscus's defeat cost the Eastern Empire 130,000 pounds (59,000 kg) of gold, causing the empire to hover above bankruptcy for 30 years. When Basiliscus returned to Constantinople, he sought refuge in the Church of St. Sophia. His sister, Empress Verina, secured him a pardon and he left the church to retire in Neapolis. When Emperor Leo died in 474, his grandson Leo II (r. 474) took power, but soon died; his father, Zeno (r. 474–475, 476–491) ascended the throne in the same year, in a politically precarious position. Verina conspired to install the magister officiorum Patricius, her lover, as emperor. This plot was supported by Basiliscus, who succeeded in recruiting Isaurian brothers Illus and Trocundes, as well as Verina's nephew Armatus. Zeno fled on 9 January 475, either after learning of the plot or after Verina warned him that his life was in danger. Although Patricius was Verina's intended successor, Basiliscus convinced the Eastern Roman Senate to acclaim him instead. Basiliscus quickly lost the support of the people after a combination of heavy taxes, heretical policies, and a natural disaster viewed as divine wrath for said heretical views. In an attempt to increase support, he embraced the miaphysites, restoring Timothy Ailuros as the Patriarch of Alexandria and Peter the Fuller as Patriarch of Antioch. He heeded their advice and issued an encyclical on 9 April 475 which promoted the first three ecumenical councils of the church: Nicaea, Constantinople, and Ephesus, and condemned the Council of Chalcedon and the Tome of Leo. The Patriarch of Constantinople, Acacius, strongly opposed him, and together with Daniel the Stylite, turned the population of Constantinople against Basiliscus. Basiliscus quickly lost his allies, losing Verina almost immediately as a consequence of executing Patricius. Illus and Trocundes, who were besieging Zeno in his homeland of Isauria, were convinced by Zeno to defect, and soon the three of them marched their troops toward the capital. Hearing this, Basiliscus ordered Armatus to take a number of troops and intercept them. Armatus betrayed Basiliscus after Zeno promised him the position of magister militum praesentalis for life, and that his son, Basiliscus, would be made caesar (title). Armatus then directed his army away from the road which Zeno was traveling along, allowing Zeno to enter Constantinople unopposed in August 476. Basiliscus and his family hid in a church until Zeno promised not to execute them, and they were exiled to Limnae in Cappadocia, where they were either beheaded or imprisoned in a dried-up cistern and left to starve to death. ## Life ### Early life and family Basiliscus was born at an unknown date, likely in the Balkans. He was the brother of future Empress Verina, the wife of East Roman Emperor Leo I (r. 457–474). Historian Stefan Krautschick argues that since Basiliscus' nephew, Armatus, was the brother of a barbarian named Odoacer, Basiliscus was therefore also the uncle of Odoacer and thus a barbarian; this argument has been opposed by historians Wolfram Brandes, and Hugh Elton. Elton remarks that Krautschick's argument relies upon a single fragmentary Greek source, making his argument acceptable, but ignores the total lack of contemporary sources mentioning his ethnicity or relationship to Odoacer. Basiliscus married Zenonis, and with her produced a son, Marcus. Zenonis' origins are unknown, but she may have been a miaphysite, as some authors credit her for pushing Basiliscus's religious policies. Basiliscus was also related by marriage to Emperor Julius Nepos (r. 474–475/480), as the uncle of Julius Nepos's wife. Zenonis is alleged to have taken Armatus, Basiliscus's nephew, as a lover. Byzantist J.B. Bury, summarizing sources from the Suda, Candidus, and Malchus states that: > Basiliscus permitted Armatus, inasmuch as he was a kinsman, to associate freely with the Empress Zenonis. Their intercourse became intimate, and as they were both persons of no ordinary beauty they became extravagantly enamoured of each other. They used to exchange glances of the eyes, they used constantly to turn their faces and smile at each other; and the passion which they were obliged to conceal was the cause of dule and teen. They confided their trouble to Daniel, an eunuch, and to Maria, a midwife, who hardly healed their malady by the remedy of bringing them together. Then Zenonis coaxed Basiliscus to grant her lover the highest office in the city. ### Military career Leo rose to the throne of the Eastern Roman Empire in 457 after the death of Emperor Marcian (r. 450–457). Aspar, the magister militum, selected him for this position, much as he had selected Marcian himself. Despite being half-Alanic and half-Gothic, Aspar held much influence in the empire since the mid fifth century, and wielded significant power over Marcian and Leo. Basiliscus served as a military officer under Leo, and was made consul of the East for 465, with Flavius Hermenericus as consul of the West. Basiliscus was granted the rank of magister militum per Thracias in c. 464, and held it till 467/468; during this period he won many victories in Thrace against the Huns and Goths. He led troops in a war against a mixed group of the two in 466/467, along with Anagast, Aspar, and Ostrys. He was made a patricius at some point, first mentioned as such in 468. Around 466, Leo attempted to free himself of Aspar's control. He utilized the support of the Isaurians, marrying the Isaurian chieftain Zeno (r. 474–475, 476–491) to his daughter Ariadne, in exchange for support. This resulted in a significant change to eastern imperial policy, notably ending the policy of ignoring the requests from the West for military aid. After Anthemius (r. 467–472), Marcian's son-in-law, was installed by Leo as Western emperor on 12 April 467, an embassy was sent to the Vandal King Gaiseric, to inform him as well as warn him not to interfere in Italy or the Western Roman throne; Gaiseric accused them of violating a prior treaty, possibly enacted in 433, and prepared for war. Rumors may have spread in Constantinople that the Vandals were preparing an invasion of Alexandria. As a result of this, in 468 Basiliscus was given command of an expedition against the Vandals, and likely promoted to magister militum praesentalis at that time. It is said that the fleet consisted of 1,113 ships, with more than 100,000 men under the command of Basiliscus, including mercenaries from as far as Öland, Sweden. According to Bury, Leo was influenced by both Verina and Aspar in his selection of Basiliscus, whom he describes as both "incompetent and untrustworthy"; he further states that Aspar intentionally chose a poor commander, to prevent Leo from becoming stronger by way of weakening the Vandals. Historians Gerard Friell and Stephen Williams dismiss this, but accept that Verina pushed for his appointment and that Aspar did not object. Historian Peter Heather points out that, at this point, Basiliscus had just returned from considerable success on the Balkan frontier of the empire. Marcellinus, a West Roman commander, was sent to capture Sardinia, and then to sail to link up with the Eastern armies near Carthage, the Vandal capital. Basiliscus was to sail with the bulk of the forces directly to Carthage, and the Eastern comes rei militaris Heraclius of Edessa, was to gather up Eastern forces in Egypt, disembark in Tripolitania, and then to approach Carthage by land; forcing the Vandals to fight in three areas. Marcellinus seized Sardinia with little trouble, and Heraclius took the fortress of Tripoli, Libya, and both headed to connect with Basiliscus' forces. Basiliscus's galleys scattered the Vandal fleet near Sicily, something said by Procopius to have caused Gaiseric to give all up for lost, fearing a decisive blow to capture Carthage. However, Basiliscus did not press his advantage and rested his forces in Cape Bon, 60 kilometres (37 mi) from Carthage; a strategic location as it was near the port of Utica, which, unlike Carthage, was not blocked off with a chain and the winds would push opposing ships into the coast. According to historians Michael Kulikowski, Friell, and Williams, Gaiseric feigned interest in peace and proposed a five-day truce, in order to allow himself time to prepare. Basiliscus accepted, possibly in favor of Aspar who opposed the war, in order to achieve a compromise with the Vandals. Heather notes that the Romans strongly intended to avoid a naval engagement, and archaeologist George Bass suggests this might be the reason that Basiliscus hesitated to strike the Vandals. Gaiseric assembled a new fleet with a number of fire ships and, aided by good winds, attacked the Roman fleet at the Battle of Cape Bon. The Roman fleet was routed by the combination of the fire ships, bad winds, and surprise, with half of it being destroyed. Basiliscus fled with the remainder of the fleet to Sicily, to consolidate with Marcellinus's forces; their morale and supply might have brought a victory, but Marcellinus was assassinated, possibly on Ricimers orders. Heraclius, who had not yet reached Carthage, returned to the Eastern Roman Empire by the path he came, and Basiliscus returned to Constantinople. The total cost of the armaments for the fleet was 130,000 pounds (59,000 kg) of gold, more than the entire treasury of the Eastern Empire, causing the Eastern Empire to waver above bankruptcy for more than 30 years. Upon his return to Constantinople, Basiliscus sought refuge in the Church of St. Sophia, before Verina interceded on his behalf to have him pardoned by Leo. He may have remained magister militum praesentalis after this, but largely lived a life of retirement at Heraclea on the Propontis. Aspar was suspected of inducing Basiliscus to betray the expedition, sympathizing with the Vandals, and promising to make him emperor in place of Leo. Friell and Williams also reject this, commenting that the need to find a scapegoat is common in such disasters and that the accusation is implausible. One source, Hydatius, states that Aspar was stripped of his rank for voicing his suspicions, but historians A. H. M. Jones, John Robert Martindale, and John Morris state that this is almost certainly a confusion relating to the disgrace of Ardabur, his son, who had given information the Sassanid Empire regarding the military weakness of the empire. After the failure of the invasion of Africa, Aspar gained power once more, and Patricius, his son, married Leo's daughter Leontia Porphyrogenita in 470, making Patricius the presumptive heir. Historian L. M. Whitby suggests this may have been a ploy to lull Aspar into a sense of security. When anti-German sentiment rose up, Aspar and Leo fought over Aspar's influence, leading Leo to have him assassinated over suspicions of plots against him. Basiliscus supported Leo in his power struggle against Aspar, and subsequently Theodoric Strabo, in 471/472. Aspar and his son Ardabur were killed in 471 on Leo's orders, and Patricius who was severely wounded, was stripped of his position as caesar and divorced from Leontia. After this, Zeno gained more power over the court. Theodoric Strabo attempted to avenge Aspar and marched against Constantinople, but was pushed back by Basiliscus and Zeno. A little later, he sent a series of demands to Leo in the capital and attacked Arcadiopolis and Philipopolis, but was forced to negotiate soon after due the lack of supplies. ### Rise to power When Leo fell ill in 473, he had his grandson, Leo II (r. 474), the son of Zeno and Ariadne, crowned as emperor in October 473. Leo died on 18 January 474, and Leo II took the throne. Zeno was installed as co-emperor, crowned on 29 January, and when Leo II died in Autumn, Zeno became the sole eastern emperor. Zeno likely had Theoderic Strabo stripped of his role as magister militum praesentalis. Zeno was very unpopular, among both the common people and the senatorial class, in part simply because he was an Isaurian, a race which had acquired a poor reputation under Emperor Arcadius (r. 383–408), and also because his rule would induce a promotion of fellow Isaurians to high positions. Although Verina had supported Zeno's elevation as co-emperor to Leo II, she turned against him once he became sole emperor. The causes for this are disputed. The Byzantists Bury and Ernst Stein suggest this was motivated by personal hatred, and Ernest Walter Brooks, historian and scholar of the Syriac language, suggests the Isaurian background of Zeno directly caused the hatred of Verina and the people. Historians Kamilla Twardowska and W. D. Burgess argue that his ethnicity likely exacerbated existing hatred, but did not solely cause it. Twardowska also dismisses Evagrius Scholasticus' suggestions, especially that of him leading a "dissolute life", stating that is common of historians wishing to paint an emperor in a bad light. Historian Mirosław Leszka attributes the action to a simple desire for power, and Twardowska theorizes that Verina supported him while Leo II was emperor because she would still retain influence as a close relative, which she would not wield over Zeno himself. Zeno had the option of raising another son from a previous marriage to the throne, or else his brother, Longinus, which would remove any remnant of Verina's influence. Byzantine chronicler John Malalas states that Verina put forth a request which Zeno denied, causing her conspiracy, but does not specify the request; historian Maciej Salamon has argued that this request would be to have Basiliscus and her other relatives placed in high positions. Verina conspired with others to remove him as emperor, and historians generally accept that she planned to install her lover, the magister officiorum Patricius, as emperor and to marry him. She was supported in this plot by Theoderic Strabo, angered by Zeno's coronation, and Basiliscus, who succeeded in recruiting Illus and Trocundes, Isaurian brothers, as well as her nephew Armatus. The plot had the backing of the military, bolstered by Basiliscus' popularity, and that of Illus and Trocundes, and also the support of the Eastern Roman Senate. The position of the Patriarch of Constantinople, Acacius, is unclear, although Twardowska considers it likely that he would have withheld support from either side until the outcome was clear. The exact date the conspiracy began is unknown: Salamon argues it began around 473, whereas Twardowska argues it began only after Zeno took sole power. The conspiracy was successful, as Zeno fled to his native Isauria on 9 January 475, either after learning of the conspiracy or after being convinced by Verina that his life was in danger, taking with him a number of companions and funds. Many remaining Isuarians were massacred in Constantinople when news of his flight spread. Basiliscus convinced the senate to acclaim him emperor, instead of Patricius, and Basiliscus was crowned at the Hebdomon palace. He immediately had his son, Marcus, crowned as Caesar, and later co-emperor, while his wife was crowned Augusta and Patricius was executed. Zeno took residence in the fortress of Olba, and later Sbida. Illus and Trocundes were sent by Basiliscus to lay siege to Zeno's fortress, and capturing Longinus, whom Illus would not release until 485. ## Reign Basiliscus quickly lost support in Constantinople, through a combination of heavy taxes and heretical ecclesiastical policies, as well as a natural disaster. A large fire broke out in the quarter of Chalkoprateia in 475/476, before quickly spreading. The fire destroyed the Basilica, a library containing 120,000 books, as well as the Palace of Lausus, the Aphrodite of Knidos, the Lindian Athene, and the Samian Here. As Bury remarks, the fire served as all "accidents in superstitious ages always help...to render his government unpopular". Many at the time viewed the fire as a symbol of divine wrath against him. While Basiliscus's rise was not illegal, as usurpations confirmed by the senate were generally considered legitimate, such had not happened for over a century in the Eastern Roman Empire. Additionally, he was politically incompetent and temperamental, alienating much of his support. While Basiliscus was supported initially by the elites of the Eastern Roman Empire, he never gained much popularity amongst the common people, weakening his legitimacy; his conflicts with Acacius reduced his support from the people of Constantinople, who were heavily Chalcedonian. Basiliscus was forced to levy heavy taxes by the near-bankruptcy of the empire, and also to sell off public positions for money. He utilized the praefectus urbi Epinicus, a former ally of Verina, to extort money from the church. Verina turned against Basiliscus after the execution of her lover and began to plot to return Zeno to power, and sought refuge in Blachernae. It is not known if she fled because of her support or began to support Zeno after she fled, as the source, Candidus, is unclear, but the Vita Danielis Stylite states that she remained there until after Basiliscus died. Basiliscus had Armatus made magister militum praesentalis, allegedly at the insistence of Zenonis. This turned Theoderic Strabo against him, as he hated Armatus. Armatus was also made consul in 476, alongside Basiliscus himself. Illus and Trocundes, laying siege to Zeno in his native lands, defected to him. This has usually been ascribed to a failure to fulfill unspecified promises made to them, as given by Theophanes the Confessor, which many historians identify as a promise to make them both magister militum, but Leszka challenges this, arguing that Theophanes does not specify the promises because he invented them as the most likely explanation. Leszka questions that Basiliscus would entrust military command to men he had lied to, and argues that they were motivated instead by fear that Basiliscus would be overthrown, or else religious opposition. From February/March 476, Basiliscus remained in the Hebdomon, out of fear of the capital's populace; this news may have motivated them, along with letters received from ministers of the capital. These letters informed them that the city was now ready to restore Zeno, as the people had become even less supportive of Basiliscus due to the "fiscal rapacity of his ministers", as Bury puts it. Illus, possibly buoyed by his hold over Zeno, by way of his imprisonment of his brother, arranged to ally him and they began to march towards Constantinople with their combined forces. Basiliscus ordered Armatus to take command of all the troops in Thrace and Constantinople, as well as the palace guard, and lead them against the three. In spite of his oath of loyalty, Armatus betrayed Basiliscus when Zeno offered to have him made magister militum praesentalis for life, and his son, Basiliscus, crowned as caesar. He allowed Zeno to pass to Constantinople unhindered, taking a separate road from the one which Zeno was travelling on to avoid confronting him, and marched instead into Isaura. Zeno entered Constantinople unopposed in August 476. Basiliscus and his family fled and took refuge in a church, only leaving once Zeno promised not to execute them. Zeno exiled them to Limnae in Cappadocia, where they were imprisoned in a dried-up cistern, and left to starve to death. According to some sources, they were instead beheaded. ### Religious policies During the 5th century, a central religious issue was the debate concerning how the human and divine nature of Jesus Christ were associated, following the Arian controversy. The School of Alexandria, including theologians such as Athanasius, asserted the equality of Christ and God, and therefore focused upon the divinity of Christ. The School of Antioch, including theologians such as Theodore of Mopsuestia, determined not to lose the human aspect of Christ, focused upon his humanity. Shortly before Marcian had become emperor, the Second Council of Ephesus was held in 449. The council stated that Jesus had one divine united nature, called miaphysis; this was rejected by the Pope and the Patriarch of Constantinople because of disputes on the matter of Christology, as the Pope and Patriarch of Constantinople saw the belief in miaphysis as heretical. Marcian convened the Council of Chalcedon in October 451, attended by about 500 bishops, most of them Eastern Roman. This council condemned the Second Council of Ephesus and agreed that Jesus had a divine nature (physis) and a human nature, united in one person (hypostasis), "without confusion, change, division, or separation." The council also repeated the importance of the See of Constantinople in Canon 28, placing it firmly in second place behind the See of Rome, and giving it the right to appoint bishops in the Eastern Roman Empire, placing it over the Sees of Alexandria, Jerusalem, and Antioch. Basiliscus rose to power during a time when the miaphysite faction was growing in power, and his attempts to ally them to himself backfired severely. Historian Jason Osequeda posits that Basiliscus's mistake was "appearing as the member of one sphere attempting to intrude into the other, rather than using influence and negotiation to achieve his platform", and that he was unaware of his outsider status, causing him to be viewed as "attempting to usurp not only an earthly crown but a spiritual one too." Some historians view it likely that Zenonis influenced Basiliscus towards miaphysitism. Basiliscus had Theoctistus, a miaphysite, made magister officiorum, and he received the miaphysite patriarch Timothy Ailuros, who returned from his exile in Crimea after the death of Leo. By them Basiliscus was persuaded to attack the tenets of Chalcedonianism. Basiliscus had Timothy Ailuros restored as the Patriarch of Alexandria, and Peter the Fuller as Patriarch of Antioch. Under his reign the Third Council of Ephesus was held in 475, presided over by Timothy Ailuros, which officially condemned the Council of Chalcedon, and a synodical letter was sent to Basiliscus requesting that Patriarch Acacius be stripped of his role. Historian Richard Price argues that Basiliscus' association with Timothy Ailuros also reduced his support as some rumors suggested that Timothy had a role in the murder of Proterius of Alexandria, a Chalcedonian, and his ties to Timothy were seen as tacit approval of this murder. Basiliscus issued an encyclical on 9 April 475, which promoted the first three ecumenical councils of the church: Nicaea, Constantinople, and Ephesus, and condemned the Council of Chalcedon and the Tome of Leo. While enthusiastically received in Ephesus and Egypt, it resulted in outrage from the monasteries as well as alienating Patriarch Acacius, and the heavily Chalcedonian population of the capital. Repudiating the Council of Chalcedon invalidated Canon 28 of it, ending Acacius's control over the Eastern sees, and as such Acacius refused to sign it. Acacius draped the Church of St. Sophia in black, and lead a congregation in mourning. This caused Basiliscus to leave the city, and a significant portion of the city to support Zeno's return. The popular stylite (pillar monk) Daniel the Stylite, whom Basiliscus had been attempting to sway to his side, rejected his efforts after the publication of the eynciclal, and descended from his pillar to pray alongside Acacius, branding Basiliscus as a "second Diocletian" for his attacks on the church. There is some debate over the differences between the encyclical presented by Evagrius Scholasticus and that of Pseudo-Zacharias Rhetor. Notably, Evagrius' version does not contain some of the references to the Council of Nicaea and the Second Council of Ephesus, making it less extreme. Philippe Blaudeau suggests that the one presented by Evagrius was a modified version presented to Acacius, as it would be more palatable to him; as well as that the language of the original would have made Eutychians believe that Timothy and Basiliscus agreed with them, and the subsequent document clarified their positions. The current consensus among historians is that Evagrius' version was the original, made more extreme after the Third Council of Ephesus. Some arguments have been made by Eduard Schwartz, Hanns Brennecke, and René Draguet that Basiliscus approved Evagrius' text, but that the more extreme version was written by Paul the Sophist. Whatever the case, Basiliscus soon voided his encyclical, issuing a new letter dubbed the "anti-encyclical", revoking his previous encyclical, reaffirming condemnation of heresy, and restoring the rights of Canon 28 to Acacius, but did not explicitly mention the Council of Chalcedon. Notably, the first encyclical also asserted the right for an emperor to dictate and judge theological doctrine, subsuming the function of an Ecumenical Council, and is worded much like an imperial edict. Although Acacius and Basiliscus had feuded since the first months of his reign, Daniel later played the part of a diplomat, reconciling them near the end of the latter's reign, before Zeno retook Constantinople. All of Basiliscus' religious edicts were annulled by the praetorian prefect Sebastianos in December 477, by order of Zeno. ## In popular culture Basiliscus is part of a 1669 play written by Sir William Killigrew, The Imperial Tragedy, where he appears as a ghost, during the second reign of Zeno.
23,325,915
Byzantine civil war of 1341–1347
1,155,497,388
null
[ "1340s conflicts", "1340s in the Byzantine Empire", "Aydınids", "Byzantine Empire–Republic of Venice relations", "Byzantine–Bulgarian Wars", "Byzantine–Ottoman wars", "Civil wars of the Byzantine Empire", "Medieval Macedonia", "Medieval Thrace", "Palaiologos dynasty", "Sarukhanids", "Wars involving medieval Serbian states", "Wars involving the Second Bulgarian Empire", "Wars of succession involving the states and peoples of Asia", "Wars of succession involving the states and peoples of Europe" ]
The Byzantine civil war of 1341–1347, sometimes referred to as the Second Palaiologan Civil War, was a conflict that broke out in the Byzantine Empire after the death of Andronikos III Palaiologos over the guardianship of his nine-year-old son and heir, John V Palaiologos. It pitted on the one hand Andronikos III's chief minister, John VI Kantakouzenos, and on the other a regency headed by the Empress-Dowager Anna of Savoy, the Patriarch of Constantinople John XIV Kalekas, and the megas doux Alexios Apokaukos. The war polarized Byzantine society along class lines, with the aristocracy backing Kantakouzenos and the lower and middle classes supporting the regency. To a lesser extent, the conflict acquired religious overtones; Byzantium was embroiled in the Hesychast controversy, and adherence to the mystical doctrine of Hesychasm was often equated with support for Kantakouzenos. As the chief aide and closest friend of Emperor Andronikos III, Kantakouzenos became regent for the underage John V upon Andronikos's death in June 1341. While Kantakouzenos was absent from Constantinople in September the same year, a coup d'état led by Alexios Apokaukos and the Patriarch John XIV secured the support of Empress Anna and established a new regency. In response, Kantakouzenos' army and supporters proclaimed him co-emperor in October, cementing the rift between himself and the new regency. The split immediately escalated into armed conflict. During the first years of the war, forces of the regency prevailed. In the wake of several anti-aristocratic uprisings, most notably that of the Zealots in Thessalonica, a majority of the cities in Thrace and Macedonia came under regency control. With assistance from Stefan Dušan of Serbia and Umur Beg of Aydin, Kantakouzenos successfully reversed these gains. By 1345, despite Dušan's defection to the opposition and the withdrawal of Umur, Kantakouzenos retained the upper hand through the assistance of Orhan, ruler of the Ottoman beylik. The June 1345 murder of megas doux Apokaukos, the regency's chief administrator, dealt the regency a severe blow. Formally crowned as emperor in Adrianople in 1346, Kantakouzenos entered Constantinople on 3 February 1347. By agreement, he was to rule for ten years as the senior emperor and regent for John V, until the boy came of age and ruled alongside him. Despite this apparent victory, subsequent resumption of the civil war forced John VI Kantakouzenos to abdicate and retire to become a monk in 1354. The consequences of the prolonged conflict proved disastrous for the Empire, which had regained a measure of stability under Andronikos III. Seven years of warfare, the presence of marauding armies, social turmoil, and the advent of the Black Death devastated Byzantium and reduced it to a rump state. The conflict also allowed Dušan to conquer Albania, Epirus and most of Macedonia, where he established the Serbian Empire. The Bulgarian Empire also acquired territory north of the Evros river. ## Background In 1341, the Byzantine Empire was in a state of turmoil, and despite the restoration of the Empire's capital to Constantinople and the recovery of a measure of its former power by Michael VIII Palaiologos (r. 1259–1282), the policies implemented during his reign had exhausted the state's resources, and the Empire's strength waned under his successor, Andronikos II Palaiologos (r. 1282–1328). During Andronikos' long reign, the remaining Byzantine possessions in Asia Minor slowly fell to the advancing Turks, most notably the newly established Ottoman emirate. This caused a flood of refugees into Byzantium's European provinces, while at the same time, the Catalan Company wrought havoc in the imperial domains. Taxes also rose dramatically to finance tributes to the Empire's enemies. A combination of these failures and personal ambition moved the Emperor's grandson and heir, the young Andronikos III Palaiologos, to revolt. Supported by a group of young aristocrats led by John Kantakouzenos and Syrgiannes Palaiologos, Andronikos III deposed his grandfather after a series of conflicts during the 1320s. Although successful in removing the old Emperor from power, the war did not augur well for the future, as the Empire's neighbours—the Serbs, Bulgarians, Turks, Genoese and Venetians—took advantage of Byzantine infighting to gain territory or expand their influence within the Empire. The only son of a former governor of the Byzantine holdings in the Morea, John Kantakouzenos was related to the Palaiologoi through his mother. He inherited vast estates in Macedonia, Thrace and Thessaly, and became a childhood friend and the closest and most trusted advisor of Andronikos III. During Andronikos III's reign (1328–1341), John Kantakouzenos acted as his chief minister, holding the office of megas domestikos, commander-in-chief of the Byzantine army. The relationship between the two remained close, and in 1330, when the heirless Andronikos III (John V was born in 1332) fell ill he insisted that Kantakouzenos be proclaimed Emperor or regent after his death. Their ties were further strengthened in the spring of 1341, when the latter's eldest son, Matthew Kantakouzenos, wed Irene Palaiologina, a cousin of the Emperor. Unlike Andronikos II, who had disbanded the Byzantine army and navy, and who favoured monks and intellectuals, Andronikos III was an energetic ruler who personally led his forces in military campaigns. In 1329, his first campaign against the Ottomans resulted in a disastrous defeat at the Battle of Pelekanos, after which the Byzantine position in Bithynia rapidly collapsed. Subsequent sorties into the Balkans were nevertheless successful in shoring up Andronikos' tottering realm. Thessaly and the Despotate of Epirus, two territories separated from the Empire after the Fourth Crusade, were restored to imperial rule, almost without bloodshed in 1328 and 1337 respectively. Andronikos III also rebuilt a modest fleet, which allowed him to recover the rich and strategically placed island of Chios from the Genoese Zaccaria family in 1329 as well as to claim the allegiance of Andreolo Cattaneo, the Genoese governor of Phocaea on the Anatolian mainland. In 1335, however, Andreolo's son Domenico captured the island of Lesbos with Genoese assistance. The Emperor led a fleet to recover it and Phocaea, and requested the aid of the Turkish emirs of Saruhan and Aydin. Saruhan sent troops and supplies, but Aydin's ruler Umur Beg came to meet the Emperor in person. It was during this encounter that Kantakouzenos and Umur established a long-lasting close friendship and alliance. A war with Serbia in 1331–1334 proved less successful for the Emperor when several towns in Macedonia were captured by the Serbs, led by the renegade Syrgiannes Palaiologos. These gains were only curtailed when the assassination of Syrgiannes and the threat of a Hungarian invasion forced the Serbian ruler, Stefan Dušan, to seek a negotiated settlement. The subsequent peace treaty concluded between Andronikos III and Dušan was important for the future of Byzantine-Serbian relations. For the first time, the Byzantines recognized the extensive gains the Serbs had made at the Empire's expense in the central Balkans during Andronikos II's reign. In the aftermath of the pact, Dušan also moved his seat, and with it his realm's centre of gravity, south to Prilep. Although the loss of Asia Minor proved irreversible, successes in Epirus and Thessaly led to a consolidation of the Empire in the Greek-speaking lands of the southern Balkans. Andronikos III and Kantakouzenos planned further campaigns to recover the Latin principalities of southern Greece, a project of major long-term importance, for, as the historian Donald Nicol writes, "if the whole peninsula of Greece could be united under Byzantine government then the Empire would once again be a homogeneous structure, able to stand up to the Serbians, the Italians and its other enemies. It would be small, but it would be a compact and manageable economic and administrative unit running from Cape Matapan to Thessalonica and Constantinople". ## Kantakouzenos' regency: June–September 1341 Following a short illness, on the night of 14–15 June 1341 the emperor Andronikos III died at the relatively early age of 45, possibly due to chronic malaria. His nine-year-old son John (John V) was the obvious successor, but he had not been officially proclaimed or crowned as co-emperor. This left a legal vacuum, and raised the question of who would lead the Empire's government. According to Byzantine custom, the empress-dowager automatically headed any regency. Nevertheless, despite the lack of any formal appointment, Kantakouzenos placed Andronikos III's sons and the Empress-dowager Anna of Savoy under armed guard in the palace, and in a meeting of the Byzantine Senate claimed for himself the regency and governance of the state by virtue of his close association with the deceased Emperor. He also demanded that John V marry forthwith his own daughter Helena Kantakouzene. This claim was disputed by Patriarch John XIV of Constantinople, who presented a document from Andronikos dating from 1334, assigning to him the care of the imperial family in the case of his death. Only after a demonstration of the capital's troops on 20 June did Kantakouzenos secure recognition as regent and control of the reins of government, as well as maintaining control over the army as its megas domestikos. Nevertheless, opposition to Kantakouzenos began to coalesce around three figures: the Patriarch, a forceful man determined to have a voice in the governance of the Empire, the Empress-regent, who feared that Kantakouzenos would dispossess her son, and last but not least Alexios Apokaukos, the ambitious megas doux (commander-in-chief of the navy) and head of the bureaucracy. A 'new man' promoted to high office as the protégé of Andronikos III and possibly the richest man in the Empire by 1341, Apokaukos was distrusted by the hereditary aristocracy. The only surviving narrative accounts of the period, Kantakouzenos's memoirs and the history of Nikephoros Gregoras, with their pro-aristocracy bias, paint a very negative picture of the man. According to Kantakouzenos, Apokaukos' adherence to the Patriarch's camp resulted from his ambition: Apokaukos sought further advancement by trying to convince Kantakouzenos to declare himself Emperor. When the latter refused, Apokaukos secretly switched his allegiance. In Donald Nicol's opinion, had Kantakouzenos remained at Constantinople, his authority might have remained secure. As the megas domestikos and regent however, he had the duty of dealing with the Empire's various enemies, who sought to take advantage of Andronikos' death. Dušan had invaded Macedonia, the Emir of Saruhan raided the coasts of Thrace, and Tsar Ivan Alexander of Bulgaria threatened war. In July Kantakouzenos left the capital at the head of the army, leaving control of the government to Apokaukos, whom he still believed loyal to him. Kantakouzenos' campaign proved successful. He persuaded Dušan to withdraw and repulsed the Turkish raiders, while Ivan Alexander, threatened by a fleet from the Emirate of Aydin, renewed his peace treaty with Byzantium. To crown this success, Kantakouzenos received an embassy of the Latin barons of the Principality of Achaea in the Morea. They expressed readiness to surrender the country in exchange for a guarantee of their property and rights. It was a unique opportunity, as Kantakouzenos himself recognized in his memoirs, since if successful, the Catalan-controlled Duchy of Athens was bound to follow, consolidating Byzantine control over Greece. At this point Kantakouzenos received grave news from Constantinople. In late August Apokaukos attempted a coup and tried to kidnap John V. Having failed, he fled to his fortified house at Epibatai, where he was blockaded by troops. Kantakouzenos returned to Constantinople in early September, where he stayed for a few weeks consulting with the Empress. On his way back to Thrace to prepare for a campaign into the Morea, he went to Epibatai, where he pardoned Apokaukos and restored him to his former offices. ## Outbreak of the war: Autumn 1341 Kantakouzenos' second departure proved a great error. Back in the capital, his enemies moved in his absence. Apokaukos gathered a group of high-ranking aristocrats around him, including men such as the megas droungarios John Gabalas or George Choumnos, whom he tied to himself by marriage alliances. The Patriarch, backed by Apokaukos' group and the authority of the Empress, dismissed Kantakouzenos from his offices and declared him a public enemy. Kalekas himself was proclaimed regent and Apokaukos named Eparch of Constantinople. Kantakouzenos' relatives and supporters were imprisoned or forced to flee the city, and their properties confiscated. Although Kantakouzenos' wife and children were safe in his headquarters at Demotika (Didymoteicho), the regency placed his mother, Theodora, under house arrest. The privations she suffered during her imprisonment were to cause her eventual death. As the first groups of his partisans fleeing the capital arrived at Demotika, Kantakouzenos, by his own account, tried to negotiate with the new regency, but his approach was rebuffed. Finally forced to take decisive action, on 26 October 1341, the army (2,000 cavalry and 4,000 infantry, according to Gregoras) and his supporters, largely drawn from the land-holding aristocracy, proclaimed Kantakouzenos Emperor. Although he still presented himself officially as a junior colleague to John V, and claimed to be only acting in the boy's name, having staked his claim on the throne, he had effectively started a civil war. Kantakouzenos still hoped that negotiation might resolve the situation, but all his envoys were imprisoned and he and his supporters excommunicated by Patriarch John XIV. On 19 November 1341, the regency responded to Kantakouzenos' proclamation as Emperor with the formal coronation of John V. Reaction to Kantakouzenos' proclamation caused a rift in Byzantine society, with the rich and powerful land-holding magnates (traditionally called the dynatoi, the 'powerful ones') who dominated the countryside quickly rallying to support him, while the ordinary population, often living in abject conditions and suffering under oppressive taxation, supported the Empress-dowager and the Patriarch. Apokaukos was especially quick to capitalize upon this division and foment popular dislike for the aristocracy, by widely publicizing the immense wealth confiscated from Kantakouzenos' and his supporters' houses and estates. In the words of Donald Nicol, "it was against him [Kantakouzenos] and everything that he stood for as a millionaire and landowning aristocrat that the people rose up. 'Kantakouzenism' became their war cry, the slogan of their discontent". Thus the battle lines of the civil war were drawn up between urban and rural factions. The cities, dominated by the middle-class civil bureaucracy and merchant class (the "people of the market"), favoured a more mercantile economy and close relations with the Italian maritime republics, while the countryside remained under the control of the conservative landed aristocracy, which derived its wealth from its estates and traditionally shunned commercial and entrepreneurial activities as unworthy of its status. The lower social strata tended to support the respective dominant faction, the middle classes in the cities and the landholding magnates in the countryside. Polarization of this nature was not new in the Byzantine Empire. Evidence of competition between the landed aristocracy and the city-based middle classes in the political, economic and social spheres has been attested since the 11th century, but the scale of the conflict that erupted in 1341 was unprecedented. This class conflict was mirrored in the breakaway Byzantine Empire of Trebizond as well, where a pro-imperial and pro-Constantinopolitan urban faction confronted the provincial landholding aristocracy between 1340 and 1349. The more conservative and anti-Western tendencies of the aristocrats, and their links to the staunchly Orthodox and anti-Catholic monasteries, also explain their increased attachment to the mystical Hesychasm movement advocated by Gregory Palamas, whose views were mostly opposed in the cities. Although several significant exceptions leave the issue open to question among modern scholars, in the contemporary popular mind (and in traditional historiography), the supporters of 'Palamism' and of 'Kantakouzenism' were usually equated. Kantakouzenos' eventual victory also meant the victory of Hesychasm, confirmed in a synod in Constantinople in 1351. Hesychasm eventually became a hallmark of the Orthodox church tradition, although it was rejected by the Catholics as a heresy. The first manifestation of this social division appeared in Adrianople where, on 27 October, the populace expelled the city's aristocrats, securing it for the regency. This event was repeated over the next weeks in town after town throughout Thrace and Macedonia, as the people declared their support for the regency and against the despised forces of 'Kantakouzenism'. In this hostile atmosphere, many of Kantakouzenos' soldiers abandoned him and returned to Constantinople. In Demotika alone the popular uprising was quelled, and the town remained Kantakouzenos' main stronghold in Thrace throughout the war. ## Kantakouzenos seeks Dušan's aid: 1342 When heavy snowfall rendered campaigning impossible during the following winter, Kantakouzenos instead sent envoys, including an embassy of monks from Mount Athos to Constantinople. However, they too were dismissed by the Patriarch. By then, almost all of the Byzantine provinces and their governors had declared themselves for the regency. Only Theodore Synadenos, an old associate of Kantakouzenos who was the governor of the Empire's second city, Thessalonica, indicated his support. Synadenos had kept his allegiance to Kantakouzenos secret from the city's populace, and intended to surrender Thessalonica in collusion with the local aristocracy. Furthermore, Hrelja, the Serbian magnate and virtually independent ruler of Strumica and the Strymon River valley, seemed to lean towards Kantakouzenos. Consequently, as soon as the weather improved, on 2 March 1342, Kantakouzenos left his wife Irene Asanina, his brother-in-law Manuel Asen and his daughters to hold Demotika and marched west with his army toward Thessalonica. On the way, he first attacked Peritheorion but was repelled and continued westward. Kantakouzenos was however able to take fortress Melnik, where he met with Hrelja to forge an alliance. Their two armies marched toward Thessalonica, but arrived too late to take control. As they approached the city, they were met by Synadenos and other aristocrats, who had fled after an uprising led by a radical popular party, the Zealots. Soon afterwards a fleet of 70 ships led by Apokaukos reinforced the city. Synadenos, whose family had remained behind in Thessalonica, defected to the regency. Apokaukos' son John was appointed governor of Thessalonica, although effective power rested with the Zealots, who for the next seven years led an autonomous regime unparalleled in Byzantine history. At the same time, the regency's army campaigned in Thrace, formally taking possession of towns secured by popular revolt. With Thessalonica barred against him, his supply lines to Thrace cut, and desertions having reduced his army to 2,000 men, of whom half belonged to Hrelja, Kantakouzenos was forced to withdraw north to Serbia, where he hoped to secure the aid of Stefan Dušan. Soon after, Hrelja also deserted Kantakouzenos and joined the regency, hoping to gain control of Melnik for himself. In July 1342, Kantakouzenos met Dušan near Pristina. The Serbian ruler appeared initially reluctant to form an alliance. Nevertheless, under pressure from his nobles, especially the powerful Jovan Oliver, he could not afford to miss this unique opportunity to expand south. Desperately in need of Serbian aid, Kantakouzenos apparently agreed that the Serbs could keep any town they took, despite his own later account to the contrary. According to Nikephoros Gregoras, the Serbs claimed all of Macedonia west of Christopolis (Kavala), except for Thessalonica and its environs. The only concession Kantakouzenos secured was that an exception be made for those towns that surrendered to him in person. To seal the pact, Kantakouzenos' younger son, Manuel, was to be wed to the daughter of Jovan Oliver, although after Dušan later broke the alliance, the marriage did not take place. Hrelja too acceded to the pact, in exchange for the surrender of Melnik by Kantakouzenos' garrison. After Hrelja's death later that year, Melnik was seized by Dušan. In late summer 1342, Kantakouzenos, accompanied by several Serbian magnates, marched into Macedonia at the head of a Greek and Serbian force, intending to break through to his wife, who still held out at Demotika. His advance was stopped almost immediately before Serres when the city refused to surrender, and the subsequent siege had to be abandoned after an epidemic killed most of his men, forcing him to retreat into Serbia with a rump force of barely 500 soldiers. Dušan led a more successful parallel campaign, capturing Vodena (Edessa). Serbian forces captured Florina and Kastoria shortly afterwards, thereby extending their hold over western Macedonia. The Serbs also expanded their control over Albania, so that by the summer of 1343, with the exception of Angevin-controlled Dyrrhachium, all of the region appears to have fallen under Serbian rule. Morale among Kantakouzenos' followers fell dramatically. Rumours circulated in Constantinople that a dejected Kantakouzenos planned to retire to Mount Athos as a monk, and riots broke out in the city in which several rich men were killed and their houses looted by the populace. In late fall, Empress Anna twice sent embassies to Dušan trying to convince him to surrender Kantakouzenos, but the Serbian ruler, seeking to extract more profit from their alliance, refused. Kantakouzenos' fortunes began to improve when a delegation of the nobles of Thessaly reached him and offered to accept his authority. Kantakouzenos appointed his relative John Angelos as the province's governor. Although in effect a semi-independent ruler, Angelos was both loyal and effective. He soon brought Epirus — which he had governed in Andronikos III's name in 1340 — into the Kantakouzenist camp, and even made gains in Thessaly at the expense of the Catalans of Athens. Another effort by Kantakouzenos to break from Serbia into Macedonia failed before Serres. In the meantime, Kantakouzenos' wife Irene called upon the aid of the Bulgarians to help relieve the blockade of Demotika by the regency's army. Ivan Alexander dispatched troops, but although they clashed with the regency's forces, they made no effort in assisting the city, instead pillaging the countryside. ## Kantakouzenos resurgent: 1343–1345 At this point, Kantakouzenos' position was greatly strengthened by the intervention of his old friend, Umur Bey, who in late 1342 or early 1343 sailed up the Evros river with a fleet of 300 ships and 29,000 (according to Kantakouzenos) or 15,000 (according to Turkish sources) men-in-arms and relieved Demotika both from the siege by the regency's forces and from the depredations of the Bulgarians. After pillaging Thrace for a few months, Umur was forced to retreat to Asia at the onset of winter, to which the Turks were unaccustomed. This turn of events displeased Dušan, for Kantakouzenos now had an independent power base and was less reliant on the Serbian ruler's goodwill. The final rift between Kantakouzenos and Dušan occurred in April 1343, when Kantakouzenos persuaded the town of Berroia, besieged by the Serbs, to surrender to him instead of Dušan. This was followed by the surrender of several other forts in the area to Kantakouzenos, including Servia and Platamon. These moves strengthened Kantakouzenos' position and independence from Dušan, thereby thwarting the latter's plans for expansion. Realizing that he had little to gain by continuing to support Kantakouzenos, Dušan opened negotiations with the regency and concluded a formal alliance with them in the summer of 1343. Meanwhile, Kantakouzenos and his army camped outside Thessalonica, hoping to take the city through the aid of his supporters within the walls. Apokaukos arrived at the head of the Byzantine fleet to aid the Zealots, pinning Kantakouzenos down in Macedonia between Thessalonica and Dušan's possessions. Once again Umur of Aydin came to Kantakouzenos' assistance with a fleet carrying some 6,000 men, whereupon Apokaukos and his ships fled from the superior Turkish navy. Nevertheless, a reinforced Thessalonica was able to hold out against a siege by Kantakouzenos and Umur. Although he had failed to take Thessalonica, the presence of his Turkish allies allowed Kantakouzenos to turn his attention towards Thrace. In late 1343 he left his son Manuel as governor of Berroia and western Macedonia and marched towards Demotika, relieving the city and seeing his wife for the first time in almost two years. On his way to Demotika, Kantakouzenos had seized a number of fortresses in Thrace, although another siege of Peritheorion failed. He followed up with a successful campaign that took Komotini and other fortresses in the Rhodope area. Over the next couple of years, the towns and forts of Thrace came over to Kantakouzenos' camp one by one, but at great cost, as his mainly Turkish troops repeatedly plundered the countryside. The shifting tide of the war did not go unnoticed in the opposing camp. In late 1344, several prominent personalities defected to Kantakouzenos, including John Vatatzes, a general and relative by marriage to both the Patriarch and Apokaukos, the Patriarch of Jerusalem Lazaros, and, most importantly, Manuel Apokaukos, son of the megas doux and governor of Adrianople. At the same time, the regency's alliance with Dušan was paying dividends for the Serbian ruler alone, as he had free rein to plunder and occupy all of Macedonia and Epirus. By the end of 1345, only Thessalonica, held by the Zealots, Serres and the surrounding region, which remained loyal to the regency, along with Berroia, which still held out under Manuel Kantakouzenos, remained outside Serbian control. These developments placed the regency in considerable difficulties. In spite of Apokaukos' adroit management of the state's finances, the devastation caused by the prolonged wars had emptied the treasury. In August 1343, Empress Anna was forced to pawn the crown jewels to Venice for 30,000 ducats. In addition, Turkish ravages in Thrace led to a scarcity of food in Constantinople. Hoping for Western aid, Anna appealed to the Pope, promising the submission of herself, John V, Apokaukos and even the Patriarch to his authority, and began persecuting the pro-Kantakouzenists and anti-Western Palamists. In 1344, the regency concluded a further alliance with Bulgaria, which required the surrender of Philippopolis (Plovdiv) and nine other towns in northern Thrace along the river Evros. Nevertheless, after their occupation, Ivan Alexander refrained from direct action against Kantakouzenos' forces operating in southern and eastern Thrace. At the same time, Momchil, a former brigand whom Kantakouzenos had entrusted with control over the region of Merope in the Rhodope mountains, switched over to the regency. In early 1344, Kantakouzenos was deprived of Umur and the bulk of his army, who had sailed home to repel a Latin attack on his main harbour, Smyrna. On their way, the Turkish force was attacked by the Serbs under Gregory Preljub, but prevailed at the Battle of Stephaniana. Nevertheless, Kantakouzenos was able to ward off joint attacks by Dušan and Apokaukos until Umur returned to his aid the next spring at the head of an army of 20,000 men. Kantakouzenos and Umur raided Bulgaria, and then turned against Momchil. The latter had exploited the power vacuum in the Rhodope, an effective no man's land between the Serbs, Bulgarians and Byzantines, to set himself up as a quasi-independent prince, supported by a substantial force of around 5,000 men. On 7 July 1345, the two armies clashed at Peritheorion. Momchil's army was crushed, and he himself fell in the field. Soon afterwards, Dušan arrived before Serres and laid siege to the city. Rejecting demands by Kantakouzenos to withdraw, a clash appeared inevitable until the murder of Alexios Apokaukos in Constantinople forced Kantakouzenos to direct his attention there. ## Last years of the war: 1345–1347 In early 1345, Kantakouzenos sent Franciscan friars to the regency to make an offer of conciliation, but it was rejected. Despite this show of confidence, the regency's position remained insecure. The defections of the previous winter had weakened their control of the capital, and in response Apokaukos launched a series of proscriptions. He also ordered the construction of a new prison to house political prisoners. On 11 June 1345, while undertaking an inspection of the prison unaccompanied by his bodyguard, Apokaukos was lynched by the prisoners. When Kantakouzenos heard the news he marched towards Constantinople, urged by his supporters, who expected that the death of Apokaukos would result in the collapse of the regency. Kantakouzenos was more sceptical, and indeed the Patriarch and Empress Anna quickly brought the situation under control. At the same time, Kantakouzenos suffered a series of reverses. These began when John Apokaukos, the nominal governor of Thessalonica, openly announced his allegiance to Kantakouzenos and his plans to surrender the city. He was immediately thwarted by the Zealots who rose up again and killed Apokaukos and the other Kantakouzenist sympathizers in the city. Then John Vatatzes, who had defected to Kantakouzenos the year before, once more switched sides. He attempted to take some of Kantakouzenos' Turkish allies and a few Thracian cities with him, but was murdered soon afterwards. Finally, Kantakouzenos lost the support of his most crucial ally, Umur of Aydin, who left with his army to confront the crusaders in Smyrna. Kantakouzenos replaced him by allying himself with the Emir of Saruhan and, more importantly, Orhan of the rising Ottoman emirate in Bithynia. In September 1345, after a long siege, Serres fell to Dušan. The Serbian ruler, who by now controlled about half of the pre-1341 Byzantine realm, was spurred by this success to lay his own claim on the Byzantine throne. Consequently, on Easter Sunday, 16 April 1346, he was crowned "Emperor of the Serbs and the Romans" in Skopje, thereby founding the Serbian Empire. This development prompted Kantakouzenos, who had only been acclaimed Emperor in 1341, to have himself formally crowned in a ceremony held at Adrianople on 21 May, presided over by the Patriarch of Jerusalem, Lazaros. Lazaros then convened a synod of bishops to excommunicate the Patriarch of Constantinople, John Kalekas. Not long afterwards, Kantakouzenos' ties with his new ally Orhan were cemented through the marriage of his daughter Theodora Kantakouzene to the Ottoman emir at an elaborate ceremony in Selymbria. For the regency, the situation had become desperate. Empress Anna's requests for aid from foreign powers proved unsuccessful, as both Orhan and the beylik of Karasi rebuffed her overtures for assistance. Only Balik, the ruler of Dobruja, sent an elite force of 1,000 men under his brothers Theodore and Dobrotitsa, but they were routed by a Kantakouzenist army under protostrator George Phakrases. The emirate of Saruhan offered a more substantial force of 6,000 men in the summer of 1346, but instead of fighting, they plundered Thrace and then defected to join Kantakouzenos' army. Revenue remained scarce for the regency, the Genoese under Simone Vignoso once again seized the imperial possessions of Chios and Phocaea, and on 19 May 1346, a part of the Hagia Sophia cathedral collapsed, a terrible omen in the eyes of the capital's inhabitants. By the summer of 1346, Kantakouzenos stood on the verge of victory. He left Thrace under the control of his son Matthew and moved on to Selymbria, close to Constantinople. He did not attack the capital, but waited for almost a year for the city to surrender. In his memoirs, he explains that he did not want to turn his Turks on the city, although contemporaries such as Gregoras accused him of indecision and of needlessly prolonging the war. As the months passed, and the privations in Constantinople increased, the pro-Kantakouzenos faction in the capital grew as the Empress refused even to consider negotiations. Twice agents were sent to assassinate Kantakouzenos, but they failed. The Empress eventually fell out with Patriarch John Kalekas, who was deposed in a synod on 2 February 1347. On the same night, supporters of Kantakouzenos opened the disused Golden Gate, and Kantakouzenos entered the city with 1,000 men. Meeting no resistance, his troops surrounded the Palace of Blachernae, the imperial residence, the next morning, but the Empress refused to surrender for several days, still fearful of the fate that awaited her. Kantakouzenos' men grew impatient and stormed part of the palace complex, and John V persuaded his mother to accept a settlement. ## Peace settlement and Kantakouzenos' reign On 8 February 1347, the war formally ended with an agreement making Kantakouzenos senior emperor for ten years, after which he and John V would reign as equals. Kantakouzenos also promised to pardon anyone who had fought against him. To seal the pact, John V married Kantakouzenos' daughter Helena, and in May, Kantakouzenos was crowned again in the Church of St. Mary of Blachernae. In the end, as Donald Nicol commented, the long conflict had been meaningless, with terms that "could have been agreed five years before and saved the Empire so much bitterness, hatred and destruction." Despite the moderation and clemency shown by Kantakouzenos in this settlement, it did not gain universal acceptance. Supporters of the Palaiologoi still distrusted him, while his own partisans would have preferred to depose the Palaiologoi outright and install the Kantakouzenoi as the reigning dynasty. Kantakouzenos' eldest son, Matthew, also resented being passed over in favour of John V, and had to be placated with the creation of a semi-autonomous appanage covering much of western Thrace, which doubled as a march against Dušan's Serbia. Of the remaining Byzantine territories, only the Zealots in Thessalonica, now an isolated exclave surrounded by the Serbs, refused to acknowledge the new arrangement, instead leading a de facto independent existence until Kantakouzenos conquered them in 1350. After 1347, John VI Kantakouzenos tried to revive the Empire, but met with limited success. Aided by the depopulation brought by about by the Black Death, Dušan and his general Preljub took Kantakouzenos' Macedonian strongholds as well as Epirus and Thessaly in 1347–1348, thereby completing their conquest of the remaining Byzantine lands in mainland Greece. An attempt to break Byzantium's dependence for food and maritime commerce on the Genoese merchants of Galata led to a Byzantine–Genoese war, which ended in 1352 with a compromise peace. In 1350, Kantakouzenos took advantage of Dušan's preoccupation with a war against Bosnia to recover Thessalonica from the Zealots as well as Berroia, Vodena and other Macedonian cities from the Serbs, but the Serbian emperor quickly reversed the Byzantine gains, leaving only Thessalonica in Byzantine hands. Steadily deteriorating relations between Matthew Kantakouzenos, who now ruled eastern Thrace, and John V Palaiologos, who had taken over Matthew's former domain in western Thrace, led to yet another internal conflict. Open warfare broke out in 1352, when John V, supported by Venetian and Turkish troops, launched an attack on Matthew Kantakouzenos. John Kantakouzenos came to his son's aid with 10,000 Ottoman troops who retook the cities of Thrace, liberally plundering them in the process. In October 1352, at Demotika, the Ottoman force met and defeated 4,000 Serbs provided to John V by Stefan Dušan. This was the Ottomans' first victory in Europe and an ominous portent. Two years later their capture of Gallipoli marked the beginning of the Ottoman conquest of the Balkans, which culminated a century later in the Fall of Constantinople. Meanwhile, John V fled to the island of Tenedos, from where he made an unsuccessful attempt to seize Constantinople in March 1353. John VI Kantakouzenos responded by having Matthew crowned as co-emperor, but John V Palaiologos, enlisting Genoese support and relying on the declining popularity of Kantakouzenos, succeeded in entering the capital in November 1354. John VI abdicated and retired to a monastery. Matthew held out in Thrace until 1357, when he too abdicated, leaving John V Palaiologos as the sole master of a rump state. ## Consequences The civil war proved a critical turning point in the history of the Byzantine Empire. In the words of the Byzantinist Angeliki Laiou, "after the end of the second civil war, Byzantium was an empire in name only", while according to Eva de Vries-Van der Velden, it marks "the point of rupture between the 'decline' and 'the fall' of the Byzantine Empire". The Byzantines' division and reliance on foreign troops, especially the Serbs and Turks, encouraged the latter's expansionism. Stefan Dušan in particular proved adept in exploiting the civil war to expand his state at Byzantium's expense. Aside from huge territorial losses, the prolonged conflict exhausted the Byzantine state's resources, as it brought "anarchy to the cities and devastation to the countryside" (Alice-Mary Talbot). Thrace, the largest contiguous territory remaining in the Empire, suffered such destruction that, along with Constantinople, it became dependent on grain imported from Bulgaria and the Crimea. Trade had stopped, and the treasury contained, in the words of Gregoras, "nothing but the atoms of Epicurus". Kantakouzenos had exhausted his own personal fortune, and Empress Anne had left the Empire heavily indebted to the Venetians. The war also led to the collapse of the centralized imperial administration in the provinces, causing control of the Thracian countryside to shift to a manorial system run by the local magnates. Despite their considerable wealth, the magnates, through exemptions or outright evasion, managed to avoid paying taxes to the imperial government. In addition, the arrival in 1347 of the Black Death and its recurrent outbreaks further reduced the Empire's tax and recruitment base, curtailing its ability to reverse the Serbian territorial gains. Along with the renewal of the civil war in 1352, these factors destroyed any chance of even a modest recovery similar to that experienced under Andronikos III. Thereafter, Byzantium remained under the menacing threat of stronger neighbours, unable to pursue an independent foreign policy, handicapped by a shortage of resources and riven by internal strife. Nevertheless, through a combination of fortuitous external circumstances and adroit diplomacy, it survived for another century, until finally conquered by the Ottomans in 1453. Only the Byzantine exclave in the Morea remained prosperous, having been spared the ravages of the civil war because of its relative isolation. The appointment of Manuel Kantakouzenos as its despotes in 1349 heralded the creation of the semi-independent Despotate of the Morea, which experienced the last economic and cultural flowering of the Byzantine world before it too fell to the Ottomans in 1460.
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Watchmen
1,171,743,612
Comics by Alan Moore and Dave Gibbons
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Watchmen is a comic book maxiseries by the British creative team of writer Alan Moore, artist Dave Gibbons and colorist John Higgins. It was published monthly by DC Comics in 1986 and 1987 before being collected in a single-volume edition in 1987. Watchmen originated from a story proposal Moore submitted to DC featuring superhero characters that the company had acquired from Charlton Comics. As Moore's proposed story would have left many of the characters unusable for future stories, managing editor Dick Giordano convinced Moore to create original characters instead. Moore used the story as a means of reflecting contemporary anxieties, of deconstructing and satirizing the superhero concept and of making political commentary. Watchmen depicts an alternate history in which superheroes emerged in the 1940s and 1960s and their presence changed history so that the United States won the Vietnam War and the Watergate scandal was never exposed. In 1985 the country is edging toward World War III with the Soviet Union, freelance costumed vigilantes have been outlawed and most former superheroes are in retirement or working for the government. The story focuses on the protagonists' personal development and moral struggles as an investigation into the murder of a government-sponsored superhero pulls them out of retirement. Gibbons uses a nine-panel grid layout throughout the series and adds recurring symbols such as a blood-stained smiley face. All but the last issue feature supplemental fictional documents that add to the series' backstory and the narrative is intertwined with that of another story, an in-story pirate comic titled Tales of the Black Freighter, which one of the characters reads. Structured at times as a nonlinear narrative, the story skips through space, time and plot. In the same manner, entire scenes and dialogues have parallels with others through synchronicity, coincidence, and repeated imagery. A commercial success, Watchmen has received critical acclaim both in the comics and mainstream press. Watchmen was recognized in Time's List of the 100 Best Novels as one of the best English language novels published since 1923. In a retrospective review, the BBC's Nicholas Barber described it as "the moment comic books grew up". Moore opposed this idea, stating, "I tend to think that, no, comics hadn't grown up. There were a few titles that were more adult than people were used to. But the majority of comics titles were pretty much the same as they'd ever been. It wasn't comics growing up. I think it was more comics meeting the emotional age of the audience coming the other way." After a number of attempts to adapt the series into a feature film, director Zack Snyder's Watchmen was released in 2009. A video game series, Watchmen: The End Is Nigh, was released to coincide with the film's release. DC Comics published Before Watchmen, a series of nine prequel miniseries, in 2012, and Doomsday Clock, a 12-issue limited series and sequel to the original Watchmen series, from 2017 to 2019 – both without Moore's or Gibbons' involvement. The second series integrated the Watchmen characters within the DC Universe, home to more recognizable DC superheroes like Superman, Batman and Wonder Woman. A television continuation to the original comic, set 34 years after the comic's timeline, was broadcast on HBO from October to December 2019 with Gibbons' involvement. A comic continuation of the HBO series, titled Rorschach and written by Tom King, began publication in October 2020. Moore has expressed his displeasure with adaptations and sequels of Watchmen and asked it not be used for future works. ## Publication history Watchmen, created by writer Alan Moore and artist Dave Gibbons, first appeared in the 1985 issue of DC Spotlight, the 50th anniversary special. It was eventually published as a 12-issue maxiseries from DC Comics, cover-dated September 1986 to October 1987. It was subsequently collected in 1987 as a DC Comics trade paperback that has had at least 24 printings as of March 2017; another trade paperback was published by Warner Books, a DC sister company, in 1987. In February 1988, DC published a limited-edition, slipcased hardcover volume, produced by Graphitti Design, that contained 48 pages of bonus material, including the original proposal and concept art. In 2005, DC released Absolute Watchmen, an oversized slipcased hardcover edition of the series in DC's Absolute Edition format. Assembled under the supervision of Dave Gibbons, Absolute Watchmen included the Graphitti materials, as well as restored and recolored art by John Higgins. That December DC published a new printing of Watchmen issue \#1 at the original 1986 cover price of \$1.50 as part of its "Millennium Edition" line. In 2012, DC published Before Watchmen, a series of nine prequel miniseries, with various creative teams producing the characters' early adventures set before the events of the original series. In the 2016 one-shot DC Universe: Rebirth Special, numerous symbols and visual references to Watchmen, such as the blood-splattered smiley face, and the dialogue between Doctor Manhattan and Ozymandias in the last issue of Watchmen, are shown. Further Watchmen imagery was added in the DC Universe: Rebirth Special \#1 second printing, which featured an update to Gary Frank's cover, better revealing the outstretched hand of Doctor Manhattan in the top right corner. Doctor Manhattan later appeared in the 2017 four-part DC miniseries The Button serving as a direct sequel to both DC Universe Rebirth and the 2011 storyline "Flashpoint". Manhattan reappears in the 2017–19 twelve-part sequel series Doomsday Clock. ## Background and creation In 1983, DC Comics acquired a line of characters from Charlton Comics. During that period, writer Alan Moore contemplated writing a story that featured an unused line of superheroes that he could revamp, as he had done in his Miracleman series in the early 1980s. Moore reasoned that MLJ Comics' Mighty Crusaders might be available for such a project, so he devised a murder mystery plot which would begin with the discovery of the body of the Shield in a harbor. The writer felt it did not matter which set of characters he ultimately used, as long as readers recognized them "so it would have the shock and surprise value when you saw what the reality of these characters was". Moore used this premise and crafted a proposal featuring the Charlton characters titled Who Killed the Peacemaker, and submitted the unsolicited proposal to DC managing editor Dick Giordano. Giordano was receptive to the proposal, but opposed the idea of using the Charlton characters for the story. After the acquisition of Charlton's Action Hero line, DC intended to use their upcoming Crisis on Infinite Earths event to fold them into their mainstream superhero universe. Moore said, "DC realized their expensive characters would end up either dead or dysfunctional." Instead, Giordano persuaded Moore to continue his project but with new characters that simply resembled the Charlton heroes. Moore had initially believed that original characters would not provide emotional resonance for readers but later changed his mind. He said, "Eventually, I realized that if I wrote the substitute characters well enough, so that they seemed familiar in certain ways, certain aspects of them brought back a kind of generic super-hero resonance or familiarity to the reader, then it might work." Artist Dave Gibbons, who had collaborated with Moore on previous projects, recalled that he "must have heard on the grapevine that he was doing a treatment for a new miniseries. I rang Alan up, saying I'd like to be involved with what he was doing", and Moore sent him the story outline. Gibbons told Giordano he wanted to draw the series Moore proposed and Moore approved. Gibbons brought colorist John Higgins onto the project because he liked his "unusual" style; Higgins lived near the artist, which allowed the two to "discuss [the art] and have some kind of human contact rather than just sending it across the ocean". Len Wein joined the project as its editor, while Giordano stayed on to oversee it. Both Wein and Giordano stood back and "got out of their way", as Giordano remarked later. "Who copy-edits Alan Moore, for God's sake?" After receiving the go-ahead to work on the project, Moore and Gibbons spent a day at the latter's house creating characters, crafting details for the story's milieu and discussing influences. The pair were particularly influenced by a Mad parody of Superman named "Superduperman"; Moore said: "We wanted to take Superduperman 180 degrees—dramatic, instead of comedic". Moore and Gibbons conceived of a story that would take "familiar old-fashioned superheroes into a completely new realm"; Moore said his intention was to create "a superhero Moby Dick; something that had that sort of weight, that sort of density". Moore came up with the character names and descriptions but left the specifics of how they looked to Gibbons. Gibbons did not sit down and design the characters deliberately, but rather "did it at odd times [...] spend[ing] maybe two or three weeks just doing sketches." Gibbons designed his characters to make them easy to draw; Rorschach was his favorite to draw because "you just have to draw a hat. If you can draw a hat, then you've drawn Rorschach, you just draw kind of a shape for his face and put some black blobs on it and you're done." Moore began writing the series very early on, hoping to avoid publication delays such as those faced by the DC limited series Camelot 3000. When writing the script for the first issue Moore said he realized "I only had enough plot for six issues. We were contracted for 12!" His solution was to alternate issues that dealt with the overall plot of the series with origin issues for the characters. Moore wrote very detailed scripts for Gibbons to work from. Gibbons recalled that "[t]he script for the first issue of Watchmen was, I think, 101 pages of typescript—single-spaced—with no gaps between the individual panel descriptions or, indeed, even between the pages." Upon receiving the scripts, the artist had to number each page "in case I drop them on the floor, because it would take me two days to put them back in the right order", and used a highlighter pen to single out lettering and shot descriptions; he remarked, "It takes quite a bit of organizing before you can actually put pen to paper." Despite Moore's detailed scripts, his panel descriptions would often end with the note "If that doesn't work for you, do what works best"; Gibbons nevertheless worked to Moore's instructions. In fact, Gibbons only suggested one single change to the script - a compression of Ozymandias' narration while he was preventing a sneak attack by Rorschach - as he felt that the dialogue was too long to fit with the length of the action; Moore agreed and re-wrote the scene. Gibbons had a great deal of autonomy in developing the visual look of Watchmen and frequently inserted background details that Moore admitted he did not notice until later. Moore occasionally contacted fellow comics writer Neil Gaiman for answers to research questions and for quotes to include in issues. Despite his intentions, Moore admitted in November 1986 that there were likely to be delays, stating that he was, with issue five on the stands, still writing issue nine. Gibbons mentioned that a major factor in the delays was the "piecemeal way" in which he received Moore's scripts. Gibbons said the team's pace slowed around the fourth issue; from that point onward the two undertook their work "just several pages at a time. I'll get three pages of script from Alan and draw it and then toward the end, call him up and say, 'Feed me!' And he'll send another two or three pages or maybe one page or sometimes six pages." As the creators began to hit deadlines, Moore would hire a taxi driver to drive 50 miles and deliver scripts to Gibbons. On later issues the artist even had his wife and son draw panel grids on pages to help save time. Near the end of the project, Moore realized that the story bore some similarity to "The Architects of Fear", an episode of The Outer Limits television series. The writer and Wein (an editor) argued over changing the ending and when Moore refused to give in, Wein quit the book. Wein explained, "I kept telling him, 'Be more original, Alan, you've got the capability, do something different, not something that's already been done!' And he didn't seem to care enough to do that." Moore acknowledged the Outer Limits episode by referencing it in the series' last issue. ## Synopsis ### Setting Watchmen is set in an alternate reality that closely mirrors the contemporary world of the 1980s. The primary difference is the presence of superheroes. The point of divergence occurs in the year 1938. Their existence in this version of the United States is shown to have dramatically affected and altered the outcomes of real-world events such as the Vietnam War and the presidency of Richard Nixon. In keeping with the realism of the series, although the costumed crimefighters of Watchmen are commonly called "superheroes", only one, named Doctor Manhattan, possesses any superhuman abilities. The war in Vietnam ends with an American victory in 1971 and Nixon is still president as of October 1985 upon the repeal of term limits and the Watergate scandal not coming to pass. The Soviet invasion of Afghanistan occurs approximately six years later than in real life. When the story begins, the existence of Doctor Manhattan has given the U.S. a strategic advantage over the Soviet Union, which has dramatically increased Cold War tensions. Eventually, by 1977, superheroes grow unpopular among the police and the public, leading them to be outlawed with the passage of the Keene Act. While many of the heroes retired, Doctor Manhattan and another superhero, known as The Comedian, operate as government-sanctioned agents. Another named Rorschach continues to operate outside the law. ### Plot In October 1985, New York City detectives are investigating the murder of Edward Blake. With the police having no leads, costumed vigilante Rorschach decides to probe further. Rorschach deduces Blake to have been the true identity of The Comedian, a costumed hero employed by the U.S. government, after finding his costume and signature smiley-face pin badge. Rorschach believes he has discovered a plot to terminate costumed adventurers and sets about warning four of his retired comrades: Daniel Dreiberg (an inventor and formerly the second Nite Owl), the superpowered and emotionally detached Jon Osterman (codenamed Doctor Manhattan) and his lover Laurie Juspeczyk (the second Silk Spectre), and Adrian Veidt (once the hero Ozymandias, and now a successful businessman). Dreiberg, Veidt, and Manhattan attend Blake's funeral, where Dreiberg tosses Blake's pin badge in his coffin before he is buried. Manhattan is later accused on national television of being the cause of cancer in friends and former colleagues. When the government takes the accusations seriously, Manhattan exiles himself to Mars. As the U.S. depends on Manhattan as a strategic military asset, his departure throws humanity into political turmoil, with the Soviets invading Afghanistan to capitalize on the perceived American weakness. Rorschach's concerns appear validated when Veidt narrowly survives an assassination attempt. Rorschach himself is framed for murdering a former supervillain named Moloch. Though he attempted to flee from the authorities, Rorschach is ultimately captured and unmasked as Walter Kovacs. Neglected in her relationship with the once-human Manhattan, whose now-godlike powers and transformation have removed him completely from the everyday concerns of living beings, and no longer kept on retainer by the government, Juspeczyk stays with Dreiberg. They begin a romance, don their costumes, and resume vigilante work as they grow closer together. With Dreiberg starting to believe some aspects of Rorschach's conspiracy theory, the pair take it upon themselves to break him out of prison. After looking back on his own personal history, Manhattan places the fate of his involvement with human affairs in Juspeczyk's hands. He teleports her to Mars to make the case for emotional investment. During the course of the argument, Juspeczyk is forced to come to terms with the fact that Blake, who once attempted to rape her mother (the original Silk Spectre), was, in fact, her biological father following a second, consensual relationship. This discovery, reflecting the complexity of human emotions and relationships, reignites Manhattan's interest in humanity. On Earth, Nite Owl and Rorschach continue to uncover the conspiracy and find evidence that Veidt may be behind the plan. Rorschach writes his suspicions about Veidt in his journal, in which he has been recording his entire investigation, and mails it to New Frontiersman, a local right-wing newspaper. The pair then confront Veidt at his Antarctic retreat. Veidt explains his underlying plan is to save humanity from impending nuclear war by faking an alien invasion in New York, which will annihilate half the city's population. He hopes this will unite the superpowers against a perceived common enemy. He also reveals that he had murdered The Comedian when he discovered his plan, arranged for Manhattan's past associates to contract cancer, staged the attempt on his own life in order to place himself above suspicion, and killed Moloch in order to frame Rorschach. This was all done in an attempt to prevent his plan from being exposed. Nite Owl and Rorschach find Veidt's logic callous and abhorrent. They say that they will stop him, but Veidt reveals that he already enacted his plan before they arrived. When Manhattan and Juspeczyk arrive back on Earth, they are confronted by mass destruction and death in New York, with a gigantic squid-like creature, created by Veidt's laboratories, dead in the middle of the city. Manhattan notices his prescient abilities are limited by tachyons emanating from the Antarctic and the pair teleport there. They discover Veidt's involvement and confront him. Veidt shows everyone news broadcasts confirming that the emergence of a new threat has indeed prompted peaceful co-operation between the superpowers; this leads almost all present to agree that concealing the truth is in the best interests of world peace. Rorschach refuses to compromise and leaves, intent on revealing the truth. As he is making his way back, he is confronted by Manhattan who argues that at this point, the truth can only hurt. Rorschach declares that Manhattan will have to kill him to stop him from exposing Veidt, which Manhattan duly does. Manhattan then wanders through the base and finds Veidt, who asks him if he did the right thing in the end. Manhattan cryptically responds that "nothing ever ends" before leaving Earth. Dreiberg and Juspeczyk go into hiding under new identities and continue their romance. Back in New York, the editor at New Frontiersman asks his assistant to find some filler material from the "crank file", a collection of rejected submissions to the paper, many of which have not yet been reviewed. The series ends with the young man reaching toward the pile of discarded submissions, near the top of which is Rorschach's journal. ## Characters With Watchmen, Alan Moore's intention was to create four or five "radically opposing ways" to perceive the world and to give readers of the story the privilege of determining which one was most morally comprehensible. Moore did not believe in the notion of "[cramming] regurgitated morals" down the readers' throats and instead sought to show heroes in an ambivalent light. Moore said, "What we wanted to do was show all of these people, warts and all. Show that even the worst of them had something going for them, and even the best of them had their flaws." Adrian Veidt / Ozymandias: Drawing inspiration from Alexander the Great, Veidt was once the superhero Ozymandias, but has since retired to devote his attention to the running of his own enterprises. Veidt is believed to be the smartest man on the planet. Ozymandias was based on Peter Cannon, Thunderbolt; Moore liked the idea of a character who "us[ed] the full 100% of his brain" and "[had] complete physical and mental control". Richard Reynolds noted that by taking initiative to "help the world", Veidt displays a trait normally attributed to villains in superhero stories, and in a sense he is the "villain" of the series. Gibbons noted, "One of the worst of his sins [is] kind of looking down on the rest of humanity, scorning the rest of humanity." Daniel Dreiberg / Nite Owl II: A retired superhero who utilizes owl-themed gadgets. Nite Owl was based on the Ted Kord version of the Blue Beetle. Paralleling the way Ted Kord had a predecessor, Moore also incorporated an earlier adventurer who used the name "Nite Owl", the retired crime fighter Hollis Mason, into Watchmen. While Moore devised character notes for Gibbons to work from, the artist provided a name and a costume design for Hollis Mason he had created when he was twelve. Richard Reynolds noted in Super Heroes: A Modern Mythology that despite the character's Charlton roots, Nite Owl's modus operandi has more in common with the DC Comics character Batman. According to Klock, his civilian form "visually suggests an impotent, middle-aged Clark Kent." Edward Blake / The Comedian: One of two government-sanctioned heroes (along with Doctor Manhattan) who remains active after the Keene Act is passed in 1977 to ban superheroes. His murder, which occurs shortly before the first chapter begins, sets the plot of Watchmen in motion. The character appears throughout the story in flashbacks and aspects of his personality are revealed by other characters. The Comedian was based on the Charlton Comics character Peacemaker, with elements of the Marvel Comics spy character Nick Fury added. Moore and Gibbons saw The Comedian as "a kind of Gordon Liddy character, only a much bigger, tougher guy". Richard Reynolds described The Comedian as "ruthless, cynical, and nihilistic, and yet capable of deeper insights than the others into the role of the costumed hero." Dr. Jon Osterman / Doctor Manhattan: A superpowered being who is contracted by the United States government. Scientist Jon Osterman gained power over matter when he was caught in an "Intrinsic Field Subtractor" in 1959. Doctor Manhattan was based upon Charlton's Captain Atom, who in Moore's original proposal was surrounded by the shadow of nuclear threat. Captain Atom was the only hero with actual superpowers in Dick Giordano's Action Hero line at Charlton, just like Manhattan is the only character with actual superpowers in Watchmen. However, the writer found he could do more with Manhattan as a "kind of a quantum super-hero" than he could have with Captain Atom. In contrast to other superheroes who lacked scientific exploration of their origins, Moore sought to delve into nuclear physics and quantum physics in constructing the character of Dr. Manhattan. The writer believed that a character living in a quantum universe would not perceive time with a linear perspective, which would influence the character's perception of human affairs. Moore also wanted to avoid creating an emotionless character like Spock from Star Trek, so he sought for Dr. Manhattan to retain "human habits" and to grow away from them and humanity in general. Gibbons had created the blue character Rogue Trooper and explained he reused the blue skin motif for Doctor Manhattan as it resembles human skin tonally, but has a different hue. Moore incorporated the color into the story, and Gibbons noted the rest of the comic's color scheme made Manhattan unique. Moore recalled that he was unsure if DC would allow the creators to depict the character as fully nude, which partially influenced how they portrayed the character. Gibbons wanted to be tasteful in depicting Manhattan's nudity, selecting carefully when full frontal shots would occur and giving him "understated" genitals—like a classical sculpture—so the reader would not initially notice it. Laurie Juspeczyk / Silk Spectre II: The daughter of Sally Jupiter (the first Silk Spectre, with whom she has a strained relationship) and The Comedian. Of Polish heritage, she had been the lover of Doctor Manhattan for years. While Silk Spectre was originally supposed to be the Charlton superheroine Nightshade, Moore was not particularly interested in that character. Once the idea of using Charlton characters was abandoned, Moore drew more from heroines such as Black Canary and Phantom Lady. Walter Joseph Kovacs / Rorschach: A vigilante who wears a white mask that contains a symmetrical but constantly shifting ink blot pattern, he continues to fight crime in spite of his outlaw status. Moore said he was trying to "come up with this quintessential Steve Ditko character—someone who's got a funny name, whose surname begins with a 'K,' who's got an oddly designed mask". Moore based Rorschach on Ditko's creation Mr. A; Ditko's Charlton character The Question also served as a template for creating Rorschach. Comics historian Bradford W. Wright described the character's world view "a set of black-and-white values that take many shapes but never mix into shades of gray, similar to the ink blot tests of his namesake". Rorschach sees existence as random and, according to Wright, this viewpoint leaves the character "free to 'scrawl [his] own design' on a 'morally blank world'". Moore said he did not foresee the death of Rorschach until the fourth issue when he realized that his refusal to compromise would result in him not surviving the story. ## Art and composition Moore and Gibbons designed Watchmen to showcase the unique qualities of the comics medium and to highlight its particular strengths. In a 1986 interview, Moore said, "What I'd like to explore is the areas that comics succeed in where no other media is capable of operating", and emphasized this by stressing the differences between comics and film. Moore said that Watchmen was designed to be read "four or five times", with some links and allusions only becoming apparent to the reader after several readings. Dave Gibbons notes that, "[a]s it progressed, Watchmen became much more about the telling than the tale itself. The main thrust of the story essentially hinges on what is called a macguffin, a gimmick ... So really the plot itself is of no great consequence ... it just really isn't the most interesting thing about Watchmen. As we actually came to tell the tale, that's where the real creativity came in." Gibbons said he deliberately constructed the visual look of Watchmen so that each page would be identifiable as part of that particular series and "not some other comic book". He made a concerted effort to draw the characters in a manner different from that commonly seen in comics. The artist tried to draw the series with "a particular weight of line, using a hard, stiff pen that didn't have much modulation in terms of thick and thin" which he hoped "would differentiate it from the usual lush, fluid kind of comic book line". In a 2009 interview, Moore recalled that he took advantage of Gibbons' training as a former surveyor for "including incredible amounts of detail in every tiny panel, so we could choreograph every little thing". Gibbons described the series as "a comic about comics". Gibbons felt that "Alan is more concerned with the social implications of [the presence of super-heroes] and I've gotten involved in the technical implications." The story's alternate world setting allowed Gibbons to change details of the American landscape, such as adding electric cars, slightly different buildings, and spark hydrants instead of fire hydrants, which Moore said, "perhaps gives the American readership a chance in some ways to see their own culture as an outsider would". Gibbons noted that the setting was liberating for him because he did not have to rely primarily on reference books. Colorist John Higgins used a template that was "moodier" and favored secondary colors. Moore stated that he had also "always loved John's coloring, but always associated him with being an airbrush colorist", which Moore was not fond of; Higgins subsequently decided to color Watchmen in European-style flat color. Moore noted that the artist paid particular attention to lighting and subtle color changes; in issue six, Higgins began with "warm and cheerful" colors and throughout the issue gradually made it darker to give the story a dark and bleak feeling. ### Structure Structurally, certain aspects of Watchmen deviated from the norm in comic books at the time, particularly the panel layout and the coloring. Instead of panels of various sizes, the creators divided each page into a nine-panel grid. Gibbons favored the nine-panel grid system due to its "authority". Moore accepted the use of the nine-panel grid format, which "gave him a level of control over the storytelling he hadn't had previously", according to Gibbons. "There was this element of the pacing and visual impact that he could now predict and use to dramatic effect." Bhob Stewart of The Comics Journal mentioned to Gibbons in 1987, that the page layouts recalled those of EC Comics, in addition to the art itself, which Stewart felt particularly echoed that of John Severin. Gibbons agreed that the echoing of the EC-style layouts "was a very deliberate thing", although his inspiration was rather Harvey Kurtzman, but it was altered enough to give the series a unique look. The artist also cited Steve Ditko's work on early issues of The Amazing Spider-Man as an influence, as well as Doctor Strange, where "even at his most psychedelic [he] would still keep a pretty straight page layout". The cover of each issue serves as the first panel to the story. Gibbons said, "The cover of the Watchmen is in the real world and looks quite real, but it's starting to turn into a comic book, a portal to another dimension." The covers were designed as close-ups that focused on a single detail with no human elements present. The creators on occasion experimented with the layout of the issue contents. Gibbons drew issue five, titled "Fearful Symmetry", so the first page mirrors the last (in terms of frame disposition), with the following pages mirroring each other before the center-spread is (broadly) symmetrical in layout. The end of each issue, with the exception of issue twelve, contains supplemental prose pieces written by Moore. Among the contents are fictional book chapters, letters, reports, and articles written by various Watchmen characters. DC had trouble selling ad space in issues of Watchmen, which left an extra eight to nine pages per issue. DC planned to insert house ads and a longer letters column to fill the space, but editor Len Wein felt this would be unfair to anyone who wrote in during the last four issues of the series. He decided to use the extra pages to fill in the series' backstory. Moore said, "By the time we got around to issue \#3, \#4, and so on, we thought that the book looked nice without a letters page. It looks less like a comic book, so we stuck with it." ### Tales of the Black Freighter Watchmen features a story within a story in the form of Tales of the Black Freighter, a fictional comic book from which scenes appear in issues three, five, eight, ten, and eleven. The fictional comic's story, "Marooned", is read by a youth in New York City. Moore and Gibbons conceived a pirate comic because they reasoned that since the characters of Watchmen experience superheroes in real life, "they probably wouldn't be at all interested in superhero comics." Gibbons suggested a pirate theme, and Moore agreed in part because he is "a big Bertolt Brecht fan": the Black Freighter alludes to the song "Seeräuberjenny" ("Pirate Jenny") from Brecht's Threepenny Opera. Moore theorized that since superheroes existed, and existed as "objects of fear, loathing, and scorn, the main superheroes quickly fell out of popularity in comic books, as we suggest. Mainly, genres like horror, science fiction, and piracy, particularly piracy, became prominent—with EC riding the crest of the wave." Moore felt "the imagery of the whole pirate genre is so rich and dark that it provided a perfect counterpoint to the contemporary world of Watchmen". The writer expanded upon the premise so that its presence in the story would add subtext and allegory. The supplemental article detailing the fictional history of Tales of the Black Freighter at the end of issue five credits real-life artist Joe Orlando as a major contributor to the series. Moore chose Orlando because he felt that if pirate stories were popular in the Watchmen universe that DC editor Julius Schwartz might have tried to lure the artist over to the company to draw a pirate comic book. Orlando contributed a drawing designed as if it were a page from the fake title to the supplemental piece. In "Marooned", a young mariner (called "The Sea Captain") journeys to warn his hometown of the coming of The Black Freighter, after he survives the destruction of his own ship. He uses the bodies of his dead shipmates as a makeshift raft and sails home, gradually descending into insanity. When he finally returns to his hometown, believing it to be already under the occupation of The Black Freighter's crew, he makes his way to his house and slays everyone he finds there, only to discover that the person he mistook for a pirate was in fact his wife. He returns to the seashore, where he realizes that The Black Freighter has not come to claim the town, but rather to claim him; he swims out to sea and climbs aboard the ship. According to Richard Reynolds, the mariner is "forced by the urgency of his mission to shed one inhibition after another." Just like Adrian Veidt, he "hopes to stave off disaster by using the dead bodies of his former comrades as a means of reaching his goal". Moore stated that the story of The Black Freighter ends up specifically describing "the story of Adrian Veidt" and that it can also be used as a counterpoint to other parts of the story, such as Rorschach's capture and Dr. Manhattan's self-exile on Mars. ### Symbols and imagery Moore named William S. Burroughs as one of his main influences during the conception of Watchmen. He admired Burroughs' use of "repeated symbols that would become laden with meaning" in Burroughs' only comic strip, "The Unspeakable Mr. Hart", which appeared in the British underground magazine Cyclops. Not every intertextual link in the series was planned by Moore, who remarked that "there's stuff in there Dave had put in that even I only noticed on the sixth or seventh read", while other "things [...] turned up in there by accident." A stained smiley face is a recurring image in the story, appearing in many forms. In The System of Comics, Thierry Groensteen described the symbol as a recurring motif that produces "rhyme and remarkable configurations" by appearing in key segments of Watchmen, notably the first and last pages of the series—spattered with blood on the first, and sauce from a hamburger on the last. Groensteen cites it as one form of the circle shape that appears throughout the story, as a "recurrent geometric motif" and due to its symbolic connotations. Gibbons created a smiley face badge as an element of The Comedian's costume in order to "lighten" the overall design, later adding a splash of blood to the badge to imply his murder. Gibbons said the creators came to regard the blood-stained smiley face as "a symbol for the whole series", noting its resemblance to the Doomsday Clock ticking up to midnight. Moore drew inspiration from psychological tests of behaviorism, explaining that the tests had presented the face as "a symbol of complete innocence". With the addition of a blood splash over the eye, the face's meaning was altered to become simultaneously radical and simple enough for the first issue's cover to avoid human detail. Although most evocations of the central image were created on purpose, others were coincidental. Moore mentioned in particular that on "the little plugs on the spark hydrants if you turn them upside down, you discover a little smiley face". Other symbols, images, and allusions that appeared throughout the series often emerged unexpectedly. Moore mentioned that "[t]he whole thing with Watchmen has just been loads of these little bits of synchronicity popping up all over the place". Gibbons noted an unintended theme was contrasting the mundane and the romantic, citing the separate sex scenes between Nite Owl and Silk Spectre on his couch and then high in the sky on Nite Owl's airship. In a book of the craters and boulders of Mars, Gibbons discovered a photograph of the Galle crater, which resembles a happy face, which they worked into an issue. Moore said, "We found a lot of these things started to generate themselves as if by magic", in particular citing an occasion where they decided to name a lock company the "Gordian Knot Lock Company". ## Themes The initial premise of the series was to examine what superheroes would be like "in a credible, real world". As the story became more complex, Moore said Watchmen became about "power and about the idea of the superman manifest within society." The title of the series refers to the question "Who will watch the watchmen themselves?", famously posed by the Roman satirist Juvenal (as "Quis custodiet ipsos custodes?"), although Moore was not aware of the phrase's classical origins until Harlan Ellison informed him. Moore commented in 1987, "In the context of Watchmen, that fits. 'They're watching out for us, who's watching out for them?'" The writer stated in the introduction to the Graffiti hardcover of Watchmen that while writing the series he was able to purge himself of his nostalgia for superheroes, and instead he found an interest in real human beings. Bradford Wright described Watchmen as "Moore's obituary for the concept of heroes in general and superheroes in particular." Putting the story in a contemporary sociological context, Wright wrote that the characters of Watchmen were Moore's "admonition to those who trusted in 'heroes' and leaders to guard the world's fate". He added that to place faith in such icons was to give up personal responsibility to "the Reagans, Thatchers, and other 'Watchmen' of the world who supposed to 'rescue' us and perhaps lay waste to the planet in the process". Moore specifically stated in 1986 that he was writing Watchmen to be "not anti-Americanism, [but] anti-Reaganism", specifically believing that "at the moment a certain part of Reagan's America isn't scared. They think they're invulnerable." Before the series premiered, Gibbons stated: "There's no overt political message at all. It's a fantasy extrapolation of what might happen and if people can see things in it that apply to the real America, then they're reading it into the comic [...]." While Moore wanted to write about "power politics" and the "worrying" times he lived in, he stated the reason that the story was set in an alternate reality was because he was worried that readers would "switch off" if he attacked a leader they admired. Moore stated in 1986 that he "was consciously trying to do something that would make people feel uneasy." Citing Watchmen as the point where the comic book medium "came of age", Iain Thomson wrote in his essay "Deconstructing the Hero" that the story accomplished this by "developing its heroes precisely in order to deconstruct the very idea of the hero and so encouraging us to reflect upon its significance from the many different angles of the shards left lying on the ground". Thomson stated that the heroes in Watchmen almost all share a nihilistic outlook, and that Moore presents this outlook "as the simple, unvarnished truth" to "deconstruct the would-be hero's ultimate motivation, namely, to provide a secular salvation and so attain a mortal immortality". He wrote that the story "develops its heroes precisely in order to ask us if we would not in fact be better off without heroes". Thomson added that the story's deconstruction of the hero concept "suggests that perhaps the time for heroes has passed", which he feels distinguishes "this postmodern work" from the deconstructions of the hero in the existentialism movement. Richard Reynolds states that without any supervillains in the story, the superheroes of Watchmen are forced to confront "more intangible social and moral concerns", adding that this removes the superhero concept from the normal narrative expectations of the genre. Reynolds concludes that the series' ironic self-awareness of the genre "all mark out Watchmen either as the last key superhero text, or the first in a new maturity of the genre". Geoff Klock eschewed the term "deconstruction" in favor of describing Watchmen as a "revisionary superhero narrative". He considers Watchmen and Frank Miller's Batman: The Dark Knight Returns to be "the first instances [...] of [a] new kind of comic book [...] a first phase of development, the transition of the superhero from fantasy to literature." He elaborates by noting that "Alan Moore's realism [...] performs a kenosis towards comic book history [...] [which] does not ennoble and empower his characters [...] Rather, it sends a wave of disruption back through superhero history [...] devalue[ing] one of the basic superhero conventions by placing his masked crime fighters in a realistic world". First and foremost, "Moore's exploration of the [often compromised] motives for costumed crimefighting sheds a disturbing light on past superhero stories, and forces the reader to reevaluate—to revision—every superhero in terms of Moore's kenosis—his emptying out of the tradition". Klock relates the title to the quote by Juvenal to highlight the problem of controlling those who hold power and quoted repeatedly within the work itself. The deconstructive nature of Watchmen is, Klock notes, played out on the page also as, "[l]ike Alan Moore's kenosis, [Veidt] must destroy, then reconstruct, in order to build 'a unity which would survive him.'" Moore has expressed dismay that "[t]he gritty, deconstructivist postmodern superhero comic, as exemplified by Watchmen [...] became a genre". He said in 2003 that "to some degree there has been, in the 15 years since Watchmen, an awful lot of the comics field devoted to these grim, pessimistic, nasty, violent stories which kind of use Watchmen to validate what are, in effect, often just some very nasty stories that don't have a lot to recommend them". Gibbons said that while readers "were left with the idea that it was a grim and gritty kind of thing", he said in his view the series was "a wonderful celebration of superheroes as much as anything else". ## Publication and reception Watchmen was first mentioned publicly in the 1985 Amazing Heroes Preview. When Moore and Gibbons turned in the first issue of their series to DC, Gibbons recalled, "What really clinched it [...] was [writer/artist] Howard Chaykin, who doesn't give praise lightly, and who came up and said, 'Dave what you've done on Watchmen is freaking A.'" Speaking in 1986, Moore said, "DC backed us all the way [...] and have been really supportive about even the most graphic excesses". To promote the series, DC Comics released a limited-edition badge ("button") display card set, featuring characters and images from the series. Ten thousand sets of the four badges, including a replica of the blood-stained smiley face badge worn by the Comedian in the story, were released and sold. Mayfair Games introduced a Watchmen module for its DC Heroes Role-playing Game series that was released before the series concluded. The module, which was endorsed by Moore, adds details to the series' backstory by portraying events that occurred in 1966. Watchmen was published in single-issue form over the course of 1986 and 1987. The limited series was a commercial success, and its sales helped DC Comics briefly overtake its competitor Marvel Comics in the comic book direct market. The series' publishing schedule ran into delays because it was scheduled with three issues completed instead of the six editor Len Wein believed were necessary. Further delays were caused when later issues each took more than a month to complete. One contemporaneous report noted that although DC solicited issue \#12 for publication in April 1987, it became apparent "it [wouldn't] debut until July or August". After the series concluded, the individual issues were collected and sold in trade paperback form. Along with Frank Miller's 1986 Batman: The Dark Knight Returns miniseries, Watchmen was marketed as a "graphic novel", a term that allowed DC and other publishers to sell similar comic book collections in a way that associated them with novels and dissociated them from comics. As a result of the publicity given to the books like the Watchmen trade in 1987, bookstores and public libraries began to devote special shelves to them. Subsequently, new comics series were commissioned on the basis of reprinting them in a collected form for these markets. Watchmen received critical praise, both inside and outside of the comics industry. Time magazine, which noted that the series was "by common assent the best of breed" of the new wave of comics published at the time, praised Watchmen as "a superlative feat of imagination, combining sci-fi, political satire, knowing evocations of comics past and bold reworkings of current graphic formats into a dysutopian [sic] mystery story". In 1988, Watchmen received a Hugo Award in the Other Forms category. According to Gibbons, Moore had his award placed upside down in his garden and used it as a bird table. Dave Langford reviewed Watchmen for White Dwarf \#96, and stated that "The modern myth of the Superhero is curiously powerful despite its usual silliness; Watchmen lovingly disassembles the mythology into bloodstained cogs and ratchets, concluding with the famous quotation Quis custodiet ipsos custodes?" ### Ownership disputes Disagreements about the ownership of the story ultimately led Moore to sever ties with DC Comics. Not wanting to work under a work for hire arrangement, Moore and Gibbons had a reversion clause in their contract for Watchmen. Speaking at the 1985 San Diego Comic-Con, Moore said: "The way it works, if I understand it, is that DC owns it for the time they're publishing it, and then it reverts to Dave and me, so we can make all the money from the Slurpee cups." For Watchmen, Moore and Gibbons received eight percent of the series' earnings. Moore explained in 1986 that his understanding was that when "DC have not used the characters for a year, they're ours." Both Moore and Gibbons said DC paid them "a substantial amount of money" to retain the rights. Moore added, "So basically they're not ours, but if DC is working with the characters in our interests then they might as well be. On the other hand, if the characters have outlived their natural life span and DC doesn't want to do anything with them, then after a year we've got them and we can do what we want with them, which I'm perfectly happy with." Moore said he left DC in 1989 due to the language in his contracts for Watchmen and his V for Vendetta series with artist David Lloyd. Moore felt the reversion clauses were ultimately meaningless because DC did not intend to let the publications go out of print. He told The New York Times in 2006, "I said, 'Fair enough,' [...] 'You have managed to successfully swindle me, and so I will never work for you again. In 2000, Moore publicly distanced himself from DC's plans for a 15th anniversary Watchmen hardcover release as well as a proposed line of action figures from DC Direct. While DC wanted to mend its relationship with the writer, Moore felt the company was not treating him fairly in regard to his America's Best Comics imprint (launched under the WildStorm comic imprint, which was bought by DC in 1998; Moore was promised no direct interference by DC as part of the arrangement). Moore added, "As far as I'm concerned, the 15th anniversary of Watchmen is purely a 15th Anniversary of when DC managed to take the Watchmen property from me and Dave [Gibbons]." Soon afterward, DC Direct canceled the Watchmen action-figure line, despite the company having displayed prototypes at the 2000 San Diego Comic-Con International. ## Prequel projects Moore stated in 1985 that if the limited series was well-received, he and Gibbons would possibly create a 12-issue prequel series called Minutemen featuring the 1940s superhero group from the story. DC offered Moore and Gibbons chances to publish prequels to the series, such as Rorschach's Journal or The Comedian's Vietnam War Diary, as well as hinting at the possibility of other authors using the same universe. Tales of the Comedian's Vietnam War experiences were floated because The 'Nam was popular at the time, while another suggestion was, according to Gibbons, for a "Nite Owl/Rorschach team" (in the manner of Randall and Hopkirk (Deceased)). Neither man felt the stories would have gone anywhere, with Moore particularly adamant that DC not go forward with stories by other individuals. Gibbons was more attracted to the idea of a Minutemen series because it would have "[paid] homage to the simplicity and unsophisticated nature of Golden Age comic books—with the added dramatic interest that it would be a story whose conclusion is already known. It would be, perhaps, interesting to see how we got to the conclusion." In 2010, Moore told Wired that DC offered him the rights to Watchmen back if he would agree to prequel and sequel projects. Moore said that "if they said that 10 years ago, when I asked them for that, then yeah it might have worked [...] But these days I don't want Watchmen back. Certainly, I don't want it back under those kinds of terms." DC Comics co-publishers Dan DiDio and Jim Lee responded: "DC Comics would only revisit these iconic characters if the creative vision of any proposed new stories matched the quality set by Alan Moore and Dave Gibbons nearly 25 years ago, and our first discussion on any of this would naturally be with the creators themselves." Following months of rumors about a potential Watchmen follow-up project, in February 2012 DC announced it was publishing seven prequel series under the "Before Watchmen" banner. Among the creators involved were writers J. Michael Straczynski, Brian Azzarello, Darwyn Cooke, and Len Wein, and artists Lee Bermejo, J. G. Jones, Adam Hughes, Andy Kubert, Joe Kubert, and Amanda Conner. Though Moore had no involvement with Before Watchmen, Gibbons supplied the project with a statement in the initial press announcement: > The original series of Watchmen is the complete story that Alan Moore and I wanted to tell. However, I appreciate DC's reasons for this initiative and the wish of the artists and writers involved to pay tribute to our work. May these new additions have the success they desire. ## Sequels ### Comic book sequel: Doomsday Clock The sequel to Watchmen, entitled Doomsday Clock, is part of the DC Rebirth line of comics, additionally continuing a narrative established with 2016's one-shot DC Universe: Rebirth Special and 2017's crossover The Button, both of which featured Doctor Manhattan in a minor capacity. The miniseries, taking place seven years after the events of Watchmen in November 1992, follows Ozymandias as he attempts to locate Doctor Manhattan alongside Reginald Long, the successor of Walter Kovacs as Rorschach, following the exposure and subsequent failure of his plan for peace and the subsequent impending nuclear war between the United States and Russia. The series was revealed on May 14, 2017, with a teaser image displaying the Superman logo in the 12 o'clock slot of the clock depicted in Watchmen and the series title in the bold typeface used for Watchmen. The first of a planned twelve issues was released on November 22, 2017. The story includes many DC characters but has a particular focus on Superman and Doctor Manhattan, despite Superman stated as being a fictional character in the original series—the series uses the plot element of the multiverse. Writer Geoff Johns felt like there was an interesting story to be told in Rebirth with Doctor Manhattan. He thought there was an interesting dichotomy between Superman—an alien who embodies and is compassionate for humanity—and Doctor Manhattan—a human who has detached himself from humanity. This led to over six months of debates amongst the creative team about whether to intersect the Watchmen universe with the DC Universe, through the plot element of alternate realities. He explained that Doomsday Clock was the "most personal and most epic, utterly mind-bending project" that he had worked on in his career. ### Television series sequel HBO brought on Damon Lindelof to develop a Watchmen television show, which premiered on October 20, 2019. Lindelof, a fan of the limited series, made the show a "remix" of the comic, narratively a sequel while introducing a new set of characters and story that he felt made the work unique enough without being a full reboot of the comic series. Among its main cast are Regina King, Don Johnson, Tim Blake Nelson, Yahya Abdul-Mateen II, and Jeremy Irons. The television show takes place in 2019, 34 years after the end of the limited series, and is primarily set in Tulsa, Oklahoma. Due to liberal policies set by President Robert Redford to provide reparations to those affected by racial violence, white supremacist groups (following the writings of Rorschach) attack the police who enforce these policies, leading to laws requiring police to hide their identity and wear masks. This has allowed new masked crime fighters to assist the police against the supremacists. Doctor Manhattan, Adrian Veidt / Ozymandias, and Laurie Blake / Silk Spectre are central characters to the show's plot. ## Adaptations ### Film adaptation There have been numerous attempts to make a film version of Watchmen since 1986, when producers Lawrence Gordon and Joel Silver acquired film rights to the series for 20th Century Fox. Fox asked Alan Moore to write a screenplay based on his story, but he declined, so the studio enlisted screenwriter Sam Hamm. Hamm took the liberty of re-writing Watchmen's complicated ending into a "more manageable" conclusion involving an assassination and a time paradox. Fox put the project into turnaround in 1991, and the project was moved to Warner Bros. Pictures, where Terry Gilliam was attached to direct and Charles McKeown to rewrite it. They used the character Rorschach's diary as a voice-over and restored scenes from the comic book that Hamm had removed. Gilliam and Silver were only able to raise \$25 million for the film (a quarter of the necessary budget) because their previous films had gone over budget. Gilliam abandoned the project because he decided that Watchmen would have been unfilmable. "Reducing [the story] to a two or two-and-a-half hour film [...] seemed to me to take away the essence of what Watchmen is about," he said. After Warner Bros. dropped the project, Gordon invited Gilliam back to helm the film independently. The director again declined, believing that the comic book would be better directed as a five-hour miniseries. In October 2001, Gordon partnered with Lloyd Levin and Universal Studios, hiring David Hayter to write and direct. Hayter and the producers left Universal due to creative differences, and Gordon and Levin expressed interest in setting up Watchmen at Revolution Studios. The project did not hold together at Revolution Studios and subsequently fell apart. In July 2004, it was announced Paramount Pictures would produce Watchmen, and they attached Darren Aronofsky to direct Hayter's script. Producers Gordon and Levin remained attached, collaborating with Aronofsky's producing partner, Eric Watson. Aronofsky left to focus on The Fountain and was replaced by Paul Greengrass. Ultimately, Paramount placed Watchmen in turnaround. In October 2005, Gordon and Levin met with Warner Bros. to develop the film there again. Impressed with Zack Snyder's work on 300, Warner Bros. approached him to direct an adaptation of Watchmen. Screenwriter Alex Tse drew from his favorite elements of Hayter's script, but also returned it to the original Cold War setting of the Watchmen comic. Similar to his approach to 300, Snyder used the comic book panel-grid as a storyboard and opted to shoot the entire film using live-action sets instead of green screens. He extended the fight scenes, and added a subplot about energy resources to make the film more topical. Although he intended to stay faithful to the look of the characters in the comic, Snyder intended Nite Owl to look scarier, and made Ozymandias' armor into a parody of the rubber muscle suits from the 1997 superhero film Batman & Robin. After the trailer to the film premiered in July 2008, DC Comics president Paul Levitz said that the company had to print more than 900,000 copies of Watchmen trade collection to meet the additional demand for the book that the advertising campaign had generated, with the total annual print run expected to be over one million copies. While 20th Century Fox filed a lawsuit to block the film's release, the studios eventually settled, with Warner agreeing to give Fox 8.5 percent of the film's worldwide gross, including from sequels and spin-offs in return. The film was released to theaters in March 2009 to mixed reviews and grossed \$185 million worldwide. Tales of the Black Freighter was adapted as a direct-to-video animated feature from Warner Premiere and Warner Bros. Animation, which was released on March 24, 2009. It was originally included in the screenplay for the Watchmen film, but was cut due to budget restrictions, as the segment would have added \$20 million to the budget, because Snyder wanted to film it in a stylized manner reminiscent of 300. Gerard Butler, who starred in 300, voices the Captain in the film. Jared Harris voices his deceased friend Ridley, whom the Captain hallucinates is talking to him. Snyder had Butler and Harris record their parts together. Snyder considered including the animated film in the final cut, but the film was already approaching a three-hour running time. Gerard Butler, who starred in 300, voices the Captain in the film, having been promised a role in Watchmen that never materialized. The Tales of the Black Freighter was given standalone DVD release which also will Under the Hood, a documentary detailing the characters' backstories, named after the character Hollis Mason's (the first Nite Owl) memoirs. The film itself was released on DVD four months after Tales of the Black Freighter, and in November 2009, a four-disc set was released as the "Ultimate Cut" with the animated film edited back into the main picture. The director's cut and the extended version of Watchmen both include Tales of the Black Freighter on their DVD releases. Len Wein, the comic's editor, wrote a video game prequel entitled Watchmen: The End Is Nigh. Dave Gibbons became an adviser on Snyder's film, but Moore has refused to have his name attached to any film adaptations of his work. Moore has stated he has no interest in seeing Snyder's adaptation; he told Entertainment Weekly in 2008 that "[t]here are things that we did with Watchmen that could only work in a comic, and were indeed designed to show off things that other media can't". While Moore believes that David Hayter's screenplay was "as close as I could imagine anyone getting to Watchmen", he asserted he did not intend to see the film if it were made. ### Motion comic In 2008, Warner Bros. Entertainment released Watchmen Motion Comics, a series of narrated animations of the original comic book. The first chapter was released for purchase in the summer of 2008 on digital video stores, such as iTunes Store. A DVD compiling the full motion comic series was released in March 2009. ### Animated film Warner Bros. announced in April 2017 that it is developing an R-rated animated film based on the comic book. On San Diego Comic Con 2023 it was announced that the film will be released in 2024. ### Arrowverse The HBO version of the Watchmen was referenced in the Arrowverse's Crisis on Infinite Earths crossover. A sign could be seen on a building on Earth-666 advertising the show at the time when John Constantine, John Diggle, and Mia Smoak arrive on Earth-666 to enlist Lucifer's help in entering Purgatory. ## Legacy A critical and commercial success, Watchmen is highly regarded in the comics industry and is frequently considered by several critics and reviewers as comics' greatest series and graphic novel. In addition to being one of the first major works to help popularize the graphic novel publishing format alongside The Dark Knight Returns, Watchmen has also become one of the best-selling graphic novels ever published. Watchmen was the only graphic novel to appear on Time's 2005 "All-Time 100 Greatest Novels" list, where Time critic Lev Grossman described the story as "a heart-pounding, heartbreaking read and a watershed in the evolution of a young medium." It later appeared on Time's 2009 "Top 10 Graphic Novels" list, where Grossman further praised Watchmen, proclaiming "It's way beyond cliché at this point to call Watchmen the greatest superhero comic ever written-slash-drawn. But it's true." In 2008, Entertainment Weekly placed Watchmen at number 13 on its list of the best 50 novels printed in the last 25 years, describing it as "The greatest superhero story ever told and proof that comics are capable of smart, emotionally resonant narratives worthy of the label 'literature'." The Comics Journal, however, ranked Watchmen at number 91 on its list of the Top 100 English-language comics of the 20th century. In Art of the Comic Book: An Aesthetic History, Robert Harvey wrote that, with Watchmen, Moore and Gibbons "had demonstrated as never before the capacity of the [comic book] medium to tell a sophisticated story that could be engineered only in comics". In his review of the Absolute Edition of the collection, Dave Itzkoff of The New York Times wrote that the dark legacy of Watchmen, "one that Moore almost certainly never intended, whose DNA is encoded in the increasingly black inks and bleak storylines that have become the essential elements of the contemporary superhero comic book," is "a domain he has largely ceded to writers and artists who share his fascination with brutality but not his interest in its consequences, his eagerness to tear down old boundaries but not his drive to find new ones." Alan Moore himself said his intentions with works like Marvelman and Watchmen were to liberate comics and open them up to new and fresh ideas, thus creating more diversity in the comics world by showing the industry what could be done with already existing concepts. Instead it had the opposite effect, causing the superhero comic to end up stuck in a "depressive ghetto of grimness and psychosis". In 2009, Lydia Millet of The Wall Street Journal contested that Watchmen was worthy of such acclaim, and wrote that while the series' "vividly drawn panels, moody colors and lush imagery make its popularity well-deserved, if disproportionate", that "it's simply bizarre to assert that, as an illustrated literary narrative, it rivals in artistic merit, say, masterpieces like Chris Ware's 'Acme Novelty Library' or almost any part of the witty and brilliant work of Edward Gorey". Watchmen was one of the two comic books, alongside Batman: The Dark Knight Returns, that inspired designer Vincent Connare when he created the Comic Sans font. In 2009, Brain Scan Studios released the parody Watchmensch, a comic in which writer Rich Johnston chronicled "the debate surrounding Watchmen, the original contracts, the current legal suits over the Fox contract". Also in 2009, to coincide with the release of the Watchmen movie, IDW Publishing produced a parody one-shot comic titled Whatmen?! Grant Morrison wrote a scene in Pax Americana (2014) where a child shoots his father in the head with his own gun, killing him. Which was meant to symbolize Morrison's opinion about how the limited series had a negative impact on the superhero genre: “it’s Watchmen’s shot to the head of the American superhero.” In September 2016, Hasslein Books published Watching Time: The Unauthorized Watchmen Chronology, by author Rich Handley. The book provides a detailed history of the Watchmen franchise. In December 2017, DC Entertainment published Watchmen: Annotated, a fully annotated black-and-white edition of the graphic novel, edited, with an introduction and notes by Leslie S. Klinger (who previously annotated Neil Gaiman's The Sandman for DC). The edition contains extensive materials from Alan Moore's original scripts and was written with the full collaboration of Dave Gibbons. Rorschach appears in Laura Beatty's 2019 novel, Lost Property. ## See also - Charlton Comics: - The Question - Thunderbolt - List of award-winning graphic novels - Irredeemable - Alan Moore bibliography - Mr. A - Pantheon (Lone Star Press) - Squadron Supreme
10,471,889
Salih ibn Mirdas
1,171,604,338
Emir of Aleppo
[ "1029 deaths", "10th-century Arab people", "10th-century births", "11th-century Arab people", "Arab rebels", "Bedouin tribal chiefs", "Mirdasid emirs of Aleppo", "Monarchs killed in action", "Rebellions against the Fatimid Caliphate", "Syria under the Fatimid Caliphate", "Year of birth unknown" ]
Abu Ali Salih ibn Mirdas (Arabic: ابو علي صالح بن مرداس, romanized: Abū ʿAlī Ṣāliḥ ibn Mirdās), also known by his laqab (honorific epithet) Asad al-Dawla ('Lion of the State'), was the founder of the Mirdasid dynasty and emir of Aleppo from 1025 until his death in May 1029. At its peak, his emirate (principality) encompassed much of the western Jazira (Upper Mesopotamia), northern Syria and several central Syrian towns. With occasional interruption, Salih's descendants ruled Aleppo for the next five decades. Salih launched his career in 1008, when he seized the Euphrates river fortress of al-Rahba. In 1012, he was imprisoned and tortured by the emir of Aleppo, Mansur ibn Lu'lu'. Two years later he escaped, capturing Mansur in battle and releasing him for numerous concessions, including half of Aleppo's revenues. This cemented Salih as the paramount emir of his tribe, the Banu Kilab, many of whose chieftains had died in Mansur's dungeons. With his Bedouin warriors, Salih captured a string of fortresses along the Euphrates, including Manbij and Raqqa, by 1022. He later formed an alliance with the Banu Kalb and Banu Tayy tribes and supported their struggle against the Fatimids of Egypt. During this tribal rebellion, Salih annexed the central Syrian towns of Homs, Baalbek and Sidon, before conquering Fatimid-held Aleppo in 1025, bringing "to success the plan which guided his [Banu Kilab] forebears for a century", according to historian Thierry Bianquis. Salih established a well-organized administration over his Aleppo-based domains. Militarily, he relied on the Banu Kilab, while entrusting fiscal administration to his local Christian vizier, policing to the aḥdāth (urban militia) under Salim ibn Mustafad, and judicial matters to a Shia Muslim qāḍī (head judge). His rule was officially tolerated by the Fatimids, to whom he paid formal allegiance. His alliance with the Banu Tayy ultimately drew him into conflict with the Fatimid general, Anushtakin al-Dizbari, whose forces killed Salih in battle near Lake Tiberias. Salih was succeeded by his sons Nasr and Thimal. ## Early life and career ### Family and tribe The year of Salih ibn Mirdas' birth is not known. Both of Salih's parents belonged to noble households of the Bedouin (nomadic Arab) tribe of Banu Kilab. His father was Mirdas ibn Idris, from a princely clan of the Kilab, specifically from the Rabi'a ibn Ka'b line of the Abd Allah ibn Abu Bakr branch. Nothing else is known about Mirdas ibn Idris. Salih's mother, Rabab al-Zawqaliyya, belonged to the princely Kilabi clan of Zawqal, which inhabited the environs of Aleppo. Salih had at least three brothers, only one of whom, Kamil, is named in sources, and at least four sons, Nasr (d. 1038), Thimal (d. 1062), Atiyya (d. 1071/72) and the youngest whose name is not known (d. 1029). Salih's family inhabited and controlled the town of Qinnasrin (ancient Chalcis), to the southwest of Aleppo. Like most Aleppine Muslims in the 10th–11th centuries, the Kilab embraced Twelver Shia Islam. Although it is not clear how strongly the tribesmen identified with their faith, Salih's kunya (paedonymic), "Abū ʿAlī" (father of Ali), honored Ali ibn Abi Talib, a central figure in Shia tradition. The Kilab were a major sub-tribe of the Banu Amir and first migrated to Syria from central Arabia during the 7th-century Muslim conquest. They soon became a pillar of the Qaysi tribal faction and established their strongholds in the Jazira (Upper Mesopotamia) and the steppes around Aleppo, which thenceforth became their diyār (tribal territory). Through their military strength and consistent ambition to govern and keep order in the territories they inhabited, the Kilab persisted as a powerful force in northern Syria throughout the following centuries. In 932–933, another wave of Kilabi tribesmen moved to the environs of Aleppo as soldiers of an invading Qarmatian army; according to the historian Suhayl Zakkar, the new arrivals "paved the way to the rise and establishment of the Mirdasid dynasty". By then, the Kilab had established itself as the dominant tribal force in northern Syria and played a significant role in all of the uprisings and internecine fighting involving the Hamdanid rulers of Aleppo, between 945 and 1002. ### Emir of al-Rahba Salih is first mentioned in 1008 in relation to the power struggle over the Euphrates fortress town of al-Rahba. The town was strategically situated at the crossroads between Syria and Iraq and frequently contested by local and regional powers. In 1008, Ibn Mihkan, a native of al-Rahba, expelled its Fatimid governor and sought Salih's military backing to uphold his rule. Salih continued to dwell in his tribe's desert encampment, and it is not known what he received in exchange for protecting Ibn Mihkan. A dispute soon arose between Salih and Ibn Mihkan, leading the former to besiege al-Rahba. The hostilities came to an end following an agreement that stipulated Salih's marriage to Ibn Mihkan's daughter and Ibn Mihkan's relocation to Anah, which he would rule in addition to al-Rahba. When Anah's inhabitants revolted against Ibn Mihkan, Salih intervened to reassert his father-in-law's rule. Amid these developments, Ibn Mihkan was assassinated; contemporary chroniclers assume that Salih ordered his death. Salih proceeded to capture al-Rahba and proclaim his allegiance to the Fatimid caliph, al-Hakim. This marked "the first step in Salih's career and from which his ambition probably evolved", according to Zakkar. His capture of al-Rahba most likely boosted his prestige among the Kilab. ### Supreme emir of the Banu Kilab Between 1009 and 1012, the Kilab participated in the struggle for control of Aleppo between the emirate's ruler Mansur ibn Lu'lu' and its former rulers, the Hamdanids, and their regional backers. Twice the Kilab betrayed the Hamdanids and their allies, and in return, demanded from Mansur numerous pastures to breed their flocks and war horses. Instead, Mansur, who viewed the Kilab as a hindrance to his rule, strove to eliminate them by luring the tribesmen into a trap. To that end, on 27 May 1012, he invited them to a feast. Once the tribesmen entered his palace, the gates were locked and Mansur and his ghilmān (slave soldiers or pages; sing. ghulām) attacked them. Several were killed and the rest, including Salih, were imprisoned in the citadel of Aleppo. Afterward, the Kilabi emir Muqallid ibn Za'ida besieged the town of Kafartab to gain leverage with Mansur. This prompted the latter to move the Kilabi prisoners to facilities with better conditions in case of future peace negotiations with Muqallid. Upon hearing of Muqallid's death and his failed siege, Mansur returned the prisoners to the citadel's dungeons, where many among them, including some chieftains, were executed or died from torture or poor conditions. Salih was among those tortured, and was also forced to divorce his wife and cousin Tarud, who was famed for her beauty, so that Mansur could wed her. Zakkar writes that it is not known whether this was meant to humiliate Salih, "an energetic and bold" emir, or to establish marital ties with other elements of the Kilab. Mansur frequently threatened to execute Salih, who upon being informed of these threats, escaped the citadel. According to the reports of medieval chroniclers, Salih managed to cut one of his shackles and make a hole in his cell wall. Then, on the night of 3 July 1014, he jumped from the wall of the citadel with one shackle still attached to his leg, and hid in a drain pipe for the remainder of the night until joining his tribesmen at their encampment in Marj Dabiq. Zakkar questions the truth of this story, and asserts that it is likelier that Salih escaped through bribery or a friendly arrangement with a guard. Salih's escape boosted Kilabi morale, and they assembled to offer him their allegiance. In the following days, the Kilab under Salih besieged Aleppo, but Mansur's forces were able to plunder their camp and capture fifty tribesmen. Buoyed by his victory, Mansur collected his army of ghilmān in Aleppo, along with local ruffians, Christians and Jews, and confronted Salih's forces on the outskirts of Aleppo. The Kilab routed their opponents, killing some 2,000 Aleppines in the process, and captured Mansur. Negotiations between Salih and Mansur's representatives ensued, concluding with an agreement that freed Mansur in return for the release of Salih's brothers, a ransom of 50,000 gold dinars, and the allotment of half of the Emirate of Aleppo's revenues to the Kilab. Salih was able to remarry Tarud and was also given Mansur's daughter to wed. Furthermore, Mansur recognized Salih as the supreme emir of the Kilab, formally investing him with authority and control over his tribesmen. ## Establishment of Mirdasid emirate ### Mesopotamian conquests and struggle for Aleppo Using his new-found power, Salih captured the Euphrates towns of Manbij and Balis, located east and southeast of Aleppo, respectively. With these conquests and his control of al-Rahba, Salih established what would become the Jaziran portion of the Mirdasid emirate. This crossroads region was agriculturally, commercially and strategically valuable, and put Salih in contact with the Byzantines, the Fatimids and the rulers of Iraq. Meanwhile, the agreement between Salih and Mansur collapsed as the latter abandoned most of his promises, including giving his daughter's hand in marriage and according the Kilab their share of Aleppo's revenues. Salih retaliated by besieging Aleppo, while the Kilab and their Bedouin allies plundered the countryside. Mansur appealed for Byzantine intervention and warned the Byzantine emperor, Basil II (r. 976–1025), that if left unchecked, the Bedouin uprising could spread to his territory. Basil dispatched 1,000 Armenian relief troops in response, but withdrew them after Salih informed him of Mansur's treachery and pledged his goodwill to the Byzantines. Basil may have also acquiesced to Salih's activities to avoid provoking Bedouin raids against his territory, which bordered the emirates of both the Kilab and their Numayri kinsmen. The withdrawal of Byzantine troops weakened Mansur's position further and strengthened Salih, who dispatched one of his sons to Constantinople to pay allegiance to Basil. In January 1016, Mansur fled Aleppo after the citadel commander, Fath al-Qal'i, revolted and recognized Salih's emirate and Caliph al-Hakim's suzerainty over Aleppo. According to Aleppine chroniclers, the revolt was coordinated with Salih, who was restored his share of Aleppo's revenues and given custody of the mother, wives and daughters of Mansur; Salih immediately sent the women to join their patriarch, but kept one of the latter's daughters to marry, per their earlier arrangement. Mansur's ouster and the subsequent disorder in northern Syria drove Basil to halt all travel and trade with Syria and Egypt, but Salih persuaded him to exempt Aleppo and the Kilab from these sanctions. To secure his hold over Aleppo, Fath invited Fatimid troops from Afamiyah led by Ali al-Dayf. Al-Hakim bestowed on Salih the laqab of Asad al-Dawla ('Lion of the State') and requested that he cooperate with al-Dayf. Salih opposed the Fatimid presence in Aleppo and proposed an arrangement to Fath giving the latter control of the citadel and the Kilab control of the city. Fath responded favorably, but Aleppo's inhabitants protested the rumored deal, demanding the establishment of Fatimid rule; they enjoyed al-Hakim's tax exemptions and opposed Bedouin governance. Fath was compelled to relocate to Tyre by al-Hakim, who also sent reinforcements to Aleppo. Salih was thus prevented from seizing the city. Nonetheless, Mansur's flight and the instability of Fatimid rule enabled him to strengthen his Jaziran emirate. He established his own administration and tribal court, which as early as 1019, was visited by the Arab poet Ibn Abi Hasina, who became a prominent panegyrist of the Mirdasid dynasty. Meanwhile, in 1017, al-Hakim appointed Aziz al-Dawla, an Armenian ghulām, governor of Aleppo. Aziz established friendly relations with Salih and had the latter's mother live in Aleppo to strengthen ties. There is no mention of Salih's activities during Aziz's five-year reign; according to Zakkar, this indicated that Salih "was satisfied and remained contented" throughout this period. Though Salih was not strong enough to challenge the Fatimids, the Kilab were nonetheless given control of the plains surrounding Aleppo by Aziz. By 1022, Salih had extended his rule to the Euphrates twin towns of Raqqa and al-Rafiqah. In July of that year, Aziz was assassinated, allegedly by his Turkish ghulām, Abu'l-Najm Badr, who briefly succeeded him. This was followed by a succession of governors with short terms, the last being Thu'ban ibn Muhammad and Mawsuf al-Saqlabi as governors of the city and citadel, respectively. ### Formation of the Bedouin alliance Aziz's replacements were challenged by Salih and chaos prevailed in Aleppo. In 1023, Salih entered the Kilab into a military pact with the Banu Tayy of Transjordan and the Banu Kalb of central Syria, both of which opposed direct Fatimid rule. The contemporary historian Yahya al-Antaki relates that the alliance was a renewal of a previous pact made by the same parties in c. 1021, since which they rebelled against and ultimately reconciled with the new Fatimid caliph, az-Zahir (r. 1021–1036), who took power in the aftermath of al-Hakim's disappearance in 1021. The reconciliation unraveled by 1023 owing to the Tayy's conflict with the Fatimid governor of Palestine, Anushtakin al-Dizbari, which prompted the respective chieftains of Tayy and Kalb, Hassan ibn Mufarrij and Sinan ibn Ulayyan, to meet with Salih at the outskirts of Aleppo and renew the alliance. According to the terms of the pact, Syria would be split into three Bedouin-run states, the Kilab under Salih governing Aleppo and northern Syria, the Tayy under its princely Jarrahid household ruling Palestine from al-Ramla, and the Kalb ruling central Syria from Damascus. The combined strength of the three largest tribes in Syria made them a formidable opponent of the Fatimids. A Bedouin alliance of this magnitude and nature had not occurred since the 7th century and was made without consideration to the traditional Qaysi–Yamani rivalry between the tribes; the Tayy and Kalb were Yamani, while the Kilab were Qaysi. Moreover, its formation surprised Syria's population at the time, who were unaccustomed to the spectacle of Bedouin chiefs seeking kingship in the cities rather than nomadic life in the desert fringe. According to Zakkar, "Salih was the outstanding figure among the allies, particularly from a military standpoint", though Hassan apparently managed the allies' communications with the Fatimids. In 1023, Salih and his Kilabi forces headed south and helped the Tayy evict Anushtakin's Fatimid troops from the interior regions of Palestine. Afterward, Salih assisted the Kalbi siege of Damascus. The Tayy and Kalb's revolts in Palestine and Jund Dimashq (Damascus Province), respectively, "supplied the impetus", according to Zakkar, for Salih to move on Aleppo, particularly as the Fatimids' grip on that city had been weakened. While he fought alongside his allies in the south, his kātib (secretary), Sulayman ibn Tawq, captured Ma'arrat Misrin in Aleppo's southern countryside from its Fatimid governor. In November, Salih returned to Aleppo in the belief that its defenders would immediately surrender to him, but this did not occur. He then withdrew and mobilized his tribal warriors and other local Bedouin. ### Conquest of Aleppo In October 1024, Salih's forces, led by Ibn Tawq, advanced against Aleppo and fought in sporadic engagements with the Fatimid troops of governors Thu'ban and Mawsuf. Salih arrived at Aleppo—after having sacked several Syrian coastal districts—with large numbers of Bedouin warriors on 22 November. He besieged the city, first camping outside of Bab al-Jinan, where his demand for the surrender of Ibn Abi Usama, the city's qāḍī (head Islamic judge), and other notables was refused. He then gathered more troops and engaged Aleppo's defenders for over fifty days, resulting in heavy casualties on both sides. On 18 January 1025, the Bab Qinnasrin gate was opened to Salih by Salim ibn al-Mustafad, head of the city's surviving Hamdanid ghilmān; Ibn Mustafad had defected from the Fatimids after a quarrel with Mawsuf, and together with numerous townsmen and other former ghilmān, he welcomed Salih, who granted the inhabitants aman (safe conduct). Afterward, Salih had the towers of the city walls demolished. According to the contemporary Egyptian chronicler al-Musabbihi, this led the local populace to believe Salih was preparing to hand over Aleppo to the Byzantines; fearing this, they fought alongside Fatimid troops and briefly ousted Salih's forces, killing some 250 Kilabi warriors. Zakkar views Salih's destruction of Aleppo's towers as a tactic that would enable an easier reconquest of the city should his troops be ousted. On 23 January, Salih besieged the citadel, where Mawsuf and his troops were ensconced, while Thu'ban and his garrison barricaded themselves in the governor's palace at the foot of the citadel. By 13 March, Salih entered the palace and allowed the townspeople to loot it. As his Bedouin troops were not accustomed to siege warfare, he requested skilled forces from the Byzantine governor of Antioch, Constantine Dalassenos, who dispatched three hundred bowmen to Aleppo; the troops were soon after recalled on the orders of Basil II, who did not support Salih's rebellion. On 5 May, Salih appointed Ibn Mustafad muqaddam al-aḥdāth (commander of the urban militia) and governor of Aleppo, entrusting him and Ibn Tawq with continuing the siege, while Salih left for Palestine to help the Tayy combat a renewed expedition by Anushtakin. The Fatimid garrison's appeal for a truce on 6 June was ignored, prompting their desperate calls for Byzantine assistance; the troops went so far as to hang Christian crosses on the citadel walls and loudly praise Basil II while cursing Caliph az-Zahir. Muslim townsmen reacted to the pro-Byzantine pleas by joining the siege. By 30 June, the citadel was breached and Mawsuf and Thu'ban were arrested. Meanwhile, Salih and the Tayy had fended off Fatimid troops in Palestine. On his way back to Aleppo, Salih captured a string of towns and fortresses, namely Baalbek west of Damascus, Homs and Rafaniyya in central Syria, Sidon on the Mediterranean coast and Hisn Ibn Akkar in the hinterland of Tripoli. These strategically valuable towns gave Salih's emirate an outlet to the sea and control over part of the trade route between Aleppo and Damascus. The fall of Sidon, in particular, alarmed the Fatimids, who had largely prioritized control of Syria's port cities over the inland towns and feared that other ports would subsequently recognize Bedouin rule. In September, Salih entered Aleppo's citadel victoriously. Afterward, he had Mawsuf and Ibn Abi Usama executed, and confiscated the estates of numerous upper class Aleppines. He released Thu'ban in return for financial compensation and allowed the city's dāʿī (chief Isma'ili propagandist) to depart safely. ## Emir of Aleppo Despite his rebellion, Salih paid formal allegiance to the Fatimid Caliphate after conquering Aleppo, and dispatched Ibn Tawq to meet az-Zahir in Cairo; in turn, az-Zahir officially recognized Salih's Mirdasid emirate and sent him numerous robes of honor and presents. There is no information about the Byzantines' relationship with Salih following the conquest of Aleppo, though Basil II refused to back Salih's rebellion when he appealed for support. ### Administration According to the 13th-century historian Ibn al-Amid, "Salih put in order all [the state] matters and adopted the way of justice". Salih organized his emirate along the typical lines of a medieval Islamic state. To that end, he maintained the fiscal administration, appointed a vizier to administer civilian and military affairs, and a Shia qāḍī to oversee judicial matters. He also appointed deputies to govern Sidon, Baalbek, Homs, Rafaniyya and Hisn Ibn Akkar. His vizier was a Christian named Tadhrus ibn al-Hasan, who wielded considerable influence over him, according to the 13th-century Aleppine historian Ibn al-Adim, and accompanied Salih on all of his military campaigns. Aleppine Christians would largely monopolize the post of vizier under later Mirdasid rulers, and members of the community managed significant parts of the emirate's economy. Their major role in the emirate indicated Salih's reliance on local Christian support, the existence of a large Christian minority in Aleppo and an effort to establish friendly ties with the Byzantines. The influence of Tadhrus in securing Christian interests provoked communal tensions in the emirate. Amid Muslim–Christian clashes in Ma'arrat al-Nu'man in 1026/27, Salih imprisoned Muslim notables from the town on charges of razing a winehouse whose Christian owner was accused by a Muslim woman of molesting her. Salih later released them after the intercession of the poet al-Ma'arri, whose brother was among the prisoners. Information is largely absent regarding any major administrative changes Salih made to the Emirate of Aleppo. His only known institutional innovation was the post of shaykh al-dawla (chieftain of the state) or raʾīs al-balad (municipal chief), who came from a prominent leading family and served as Salih's trusted confidant and permanent representative with the people of Aleppo. The post emulated that of the sheikh, who played a secondary role to an emir in a princely Kilabi clan. Salih appointed Ibn Mustafad to the post and utilized the latter's aḥdāth, which consisted of armed young men from the city's lower and middle classes, as a police force. Although they cooperated with Salih, the aḥdāth were still an independent force. Sometime during his reign, Salih also acquired some Turkish ghilmān, though details about them are lacking in the sources. ### Influence over the Bedouin According to historian Thierry Bianquis, Salih had "brought to success the plan which guided his [Kilabi] forebears for a century", and that he ruled with "concern for order and respectability". At its core, Salih's emirate was held together by Kilabi tribal solidarity, and indeed the Kilab were the backbone of the Mirdasid army. Though Salih previously established his paramountcy over the Kilabi chieftains, the Mirdasids were not the only princely clan of the tribe and several emirs from other clans demanded a stake in the emirate. Salih granted each of these emirs an iqṭāʿ (fief; pl. iqṭāʿat), though details about the size or specific holders of the iqṭāʿat are absent in contemporary sources. Bedouin customs were a conspicuous feature of Salih's rule, and he always appeared publicly in the garb of a Bedouin chieftain rather than that of an urban leader. Moreover, Salih preferred to live in his tribal camp in the outskirts of Aleppo rather than the city itself. After his establishment in Aleppo, Salih's status increased among the Bedouin of Syria and the Jazira. He was sometimes referred to by Arabic chroniclers as amīr ʿarab al-Shām (commander of the Bedouin of Syria). The value of this title in Salih's time is unclear, but it "at least indicate[d] the high position of its holder", according to Zakkar. Besides his leadership of the Kilab and influence over the Tayy and Kalb in Syria, Salih's influence also extended to tribes in the Jazira, including the Numayr. When two Numayri emirs lost Edessa to Nasr al-Dawla, the Marwanid emir of Mayyafariqin, they appealed for Salih's intervention; accordingly, he persuaded Nasr to restore Edessa to the Numayr. Furthermore, the Banu Munqidh first emerged as a political force in the Orontes valley under his patronage in 1024/25. At that time, Salih awarded the Munqhidi chieftain Muqallad ibn Nasr ibn Munqidh the feudal lands around Shayzar as an iqṭāʿ for supporting his conquest of Aleppo, but the town of Shayzar itself was controlled by the Byzantines. ## Death and aftermath Between 1025 and 1028, the Fatimids reached an agreement with Salih's Jarrahid/Tayyi allies, allowing them to maintain their foothold in interior Palestine, while Anushtakin was recalled to Cairo. In contrast to the Mirdasids, the Tayy consistently plundered their territory and its inhabitants. Moreover, the Fatimids would not permanently tolerate independent rule in Palestine: as Egypt's gateway to Southwest Asia, this posed a threat to the Caliphate's survival. Meanwhile, as the Fatimids regrouped, the Kalb had been repelled from Damascus, and in 1028, their emir died. He was replaced by his nephew, Rafi ibn Abi'l-Layl, who defected to the Fatimids, thus weakening the tripartite Bedouin alliance. In November 1028, Anushtakin returned to Palestine with a large Fatimid army and more horsemen from the Kalb and Banu Fazara to drive out the Tayy and evict the Mirdasids from central Syria. With the Fatimids and Kalb poised against him, Hassan appealed for Salih's help to maintain their tribes' virtual autonomy throughout Syria against Fatimid encroachment. Accordingly, Salih mobilized his Kilabi forces to reinforce the Tayy in Palestine. The Bedouin leaders first encountered the Fatimid–Kalb army in the vicinity of Gaza, but, unable to halt their advance, they withdrew to the north. On 12 May or 25 May 1029, the two sides fought at al-Uqhuwana, on the eastern shores of Lake Tiberias. For unknown reasons, Hassan and his forces fled in the heat of battle, leaving Salih and his men to face Anushtakin's army alone. The Kilab were decisively defeated and Salih, his youngest son and his vizier were slain. After the battle, Salih's head was sent to Cairo and put on display, while his body was nailed to the gateway of Sidon, a town he had enjoyed residing in. Al-Ma'arri expressed in verse his regret at the manner of Salih's death and the defeat of the Kilab, whom he refers to by one of its branches, the Dibab: > Ṣāliḥ has changed beyond recognition, and the Ḍibāb tribe of Qays are mere lizards (ḍibāb) who fear to be hunted. The Fatimids proceeded to conquer Sidon, Baalbek, Homs, Rafaniyya and Hisn Ibn Akkar from Salih's deputy governors, who all fled. Salih had designated his second eldest son, Thimal, as his successor and left him in charge of Aleppo. His eldest son, Nasr, who fought at al-Uqhuwana, escaped the battle to wrest control of Aleppo. For a brief period, the two sons ruled Aleppo jointly with Nasr controlling the city and Thimal the citadel, until sometime in 1030 when Nasr compelled Thimal to relocate to al-Rahba. In 1038, Anushtakin killed Nasr and seized Aleppo, but Thimal later restored Mirdasid rule in the city, which continued, with occasional interruption, until 1080. The fall of the Mirdasids was followed by the reign of the Uqaylid Arab prince Muslim ibn Quraysh whose death in battle against the Seljuk Turks in 1085 signaled the definitive end of Arab rule in Aleppo, the virtual disappearance of Arab tribes from Syria's political scene and their replacement by Turkish and Kurdish dynasties. ## See also - Sayf al-Dawla, founder of the Hamdanid emirate of Aleppo
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Bone Sharps, Cowboys, and Thunder Lizards
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2005 graphic novel by Jim Ottaviani
[ "2005 non-fiction books", "American graphic novels", "Comics set in the 19th century", "English-language books", "Non-fiction graphic novels", "Paleontology books" ]
Bone Sharps, Cowboys, and Thunder Lizards: A Tale of Edward Drinker Cope, Othniel Charles Marsh, and the Gilded Age of Paleontology is a 2005 graphic novel written by Jim Ottaviani and illustrated by the company Big Time Attic. The book tells a fictionalized account of the Bone Wars, a period of intense excavation, speculation, and rivalry in the late 19th century that led to a greater understanding of dinosaurs and other prehistoric life. Bone Sharps follows the two scientists Edward Drinker Cope and Othniel Marsh as they engage in an intense competition for prestige and discoveries in the western United States. Along the way, the scientists interact with historical figures of the Gilded Age, including P. T. Barnum and Ulysses S. Grant. Ottaviani grew interested in the time period after reading a book about the Bone Wars. Finding Cope and Marsh unlikeable and the historical account dry, he decided to fictionalize events to service a better story. Ottaviani placed the artist Charles R. Knight into the narrative as a relatable character for audiences. The novel was the first work of historical fiction Ottaviani had written; previously he had taken no creative license with the characters depicted. Upon release, the novel generally received praise from critics for its exceptional historical content, and was used in schools as an educational tool. ## Plot summary Othniel Charles Marsh is on a train between New York City and New Haven, where he meets the showman Phineas T. Barnum. Barnum shows Marsh a copy of the Cardiff Giant; Marsh informs Barnum he intends to expose the giant as a fake. In Philadelphia, Henry Fairfield Osborn introduces artist Charles R. Knight to Edward Drinker Cope, a paleontologist whose entire house is filled with bones and specimens. Cope is commissioning a painting of the sea creature Elasmosaurus. Cope leaves for the West as the official scientist for the U.S. Geological Survey (USGS). On the way, he meets Marsh and shows him his dig site at a marl pit in New Jersey. After Cope leaves, Marsh pays off the landowner to gain exclusive digging rights. At Fort Bridger, Wyoming, Cope meets Sam Smith, a helper to the USGS. During excavations, Cope finds some of the richest bone veins ever. Sending carloads of dinosaur bones back east, Cope encounters Marsh, who is heading out west as well; he travels in style while the rest of his team travels third class. Marsh meets "Buffalo" Bill Cody, who serves as their guide, along with a Native American Indian tribe. Marsh discovers many new fossils, and promises to Chief Red Cloud that he will talk to the President of the United States about his people's situation. Back East, Knight has finished his reconstruction of Elasmosaurus. He and Knight return to the marl pits. Cope becomes furious when he learns Marsh has bought the digging rights and published a paper revealing his reconstruction of Elasmosaurus as flawed. Some time later, bone hunter John Bell Hatcher has taken to gambling, as Marsh is not providing him with enough funds. Marsh lobbies the Bureau of Indian Affairs on behalf of Red Cloud, but also visits with the USGS, insinuating that he would be a better leader than Cope. After learning about Sam Smith's attempted sabotage of Cope and once again receiving no payment from Marsh, Hatcher leaves his employ. Marsh, now representing the survey, heads west with wealthy businessmen, scoffing at the financial misfortunes of Cope, whose investments have failed. Cope travels with Knight to Europe; Knight with the intention of visiting Parisian zoos, Cope with the intent of selling off much of his bone collection. Cope has spent much of his money buying The American Naturalist, a paper in which he plans to attack Marsh. Hatcher arrives in New York to talk about the find Laelaps; in his speech, he hints at the folly of Marsh's elitism and Cope's collecting obsession. Marsh learns that his USGS expense tab (to which he had been charging drinks) has been withdrawn, his publication has been suspended, and the fossils he found as part of the USGS are to be returned to the Survey. His colleagues now shun him, the Bone Wars feud having alienated them. He is forced to go to Barnum to try to obtain a loan. Osborn and Knight arrive at Cope's residence to find the paleontologist has died of illness. The funeral is attended only by the two friends and a few Quakers. Cope has bequeathed his remains to science, and requested to have his bones considered for the Homo sapiens lectotype. Back at Marsh's residence, the visiting Chief Red Cloud examines Marsh's luxuries. Red Cloud's interest is piqued by a long tusk from a mastodon. Marsh relates an ancient Shawnee legend that once there were giant men proportionate to the mastodons before they died out. Chief Red Cloud remarks that it is a true story; Marsh rebukes him, saying that science says man's ancestors were smaller than him. As he leaves, Red Cloud responds, "It is not a story about science. It is about men." Years later Knight and his wife are taking their granddaughter Rhoda to the American Museum of Natural History. Knight is visiting the new mammoth specimens: the girl, however, is eager to see more of her grandfather's paintings. Meanwhile, the staff are sorting Marsh's long-neglected collection of fossils. Two of the workers discover Knight's Leaping Laelaps has been accidentally left in the storeroom. The painting is taken back downstairs while the workmen leave Cope's and Marsh's bones behind. ## Development Jim Ottaviani published his first graphic novel in 1997, and conceived the idea for Bone Sharps while working his day job as a librarian at the University of Michigan in Ann Arbor. Ottaviani's job included purchasing books for engineering topics, but a new book about the Bone Wars caught his eye. He bought the book himself and found himself fascinated by the rivalry between Cope and Marsh. He described his process as spending time doing research, before turning an outline and timeline into a structured story. Using the book as a starting point, Ottaviani read the accounts and biographies of Cope and Marsh as well as other period sources. During the course of his research Ottaviani found the then-unpublished autobiography of Charles Knight. The book inspired him to make the book into a work of historical fiction, something Ottaviani had not done in previous non-fiction books and comics on scientific figures. "I found the whole 'war' aspect [of the Bone Wars] over-hyped," Ottaviani recalled. "These guys never came to blows, or even did anything that went very far beyond questionable ethics." In comparison to his previous works, Ottaviani called the scientists "the bad guys". While the majority of Bone Sharps is true and all of it is based on history, Ottaviani took liberties throughout to better serve the story. In real life, Knight did not meet Cope until only a few years before Cope's death; In addition, Knight's autobiography states that it was reporter William Hosea Ballou who introduced the two, not Osborn. There is also no evidence Marsh and Knight ever met. On Knight's role in the story, Ottaviani wrote: > As I was reading about Cope and Marsh, I ran across Knight as something of a bit player in their lives. As I got further into the Cope and Marsh story, and I liked the two less and less as people—which is different from liking them as characters, of course—I wanted to have a character in the book for the readers to root for, and neither of the scientists could fill that role. When I found out that Knight had met Cope just before Cope died, I became convinced that he was the character I needed. Ottaviani's interest in Knight eventually led to his company G.T. Labs publishing Knight's autobiography, with notes by Ottaviani and forewords by Ray Bradbury and Ray Harryhausen. Other character relationships were fictionalized as well: editor James Gordon Bennet, Jr. never lobbied with Cope, and never exposed Marsh's will. Cope's bones also never made it to New York. Some conversations, due to their private nature, were fictionalized; Ottaviani makes up Marsh's lobby to Congress and what happened during his meeting with President Grant, and P.T. Barnum never told off Marsh the way he did in the novel. Ottaviani wove the story Marsh tells about the Mastodon from several different versions of the legend. A key plot point is fabricated for the purposes of dramatic irony: in the book, Marsh has his agent Sam Smith leave a Camarasaurus skull for Cope to find and mistakenly put on the wrong dinosaur. Instead, Hatcher finds it; Smith tries to keep an unwitting Marsh from getting it, but due to Marsh's obnoxious manner he lets him after all. As a result, Marsh mistakenly classifies the (non-existent) Brontosaurus. Ottaviani wholly invented this scene, as "The literary tradition of hoisting someone up by his own petard was too good to pass up." While Ottaviani was putting his ideas together, he met Zander Cannon at the 2004 San Diego Comic Convention. Cannon and associates were forming a new production studio, "Big Time Attic"; Ottaviani mentioned he had a proposal he wanted to show them. Ottaviani considered such a new studio taking on as large a project as a 160-page graphic novel was "ambitious" and that he was lucky to have had the book published. Even the format—the book is wider than it is tall—was a departure for Ottaviani. He explained that since the story was talking about "wide expanses of territory" and the American West, the artists at Big Time Attic wanted a more non-traditional landscape orientation. ## Reception The book was generally well-received upon release. Comic book letterer Todd Klein recommended the book to his readers, stating that the novel was able to convey the depths of Cope and Marsh's rivalry and "we can only wonder how much more could have been accomplished if [Cope and Marsh] had only been willing to team up instead". Klein's complaints focused on stiff art and the difficulty in telling some characters apart, but said these shortcomings did not affect the flow and reading. Johanna Carlson of Comics Worth Reading found Bone Sharps's central message, "the question of whether promotion is a necessary evil (to gather funds through attention) or a base desire of those with the wrong motivations", still relevant to today's society; Carlson lauded the flow of the novel and some of the intricate details in the story and setting. Other reviewers praised Ottaviani's inclusion of notable historical figures, the educational yet entertaining feel of the work, and expressive artwork. In addition to minor issues with the art, Entertainment Weekly's Tom Russo felt that more fiction could have been used in the mostly non-fiction writing. In contrast, Peter Guitérrez felt that given Ottaviani's liberties with conversations the book veered too far into fiction at points; the book's inclusion of an "exhaustive" appendix to separate reality from creative liberties was welcomed. Kirkus Reviews recommended the book to adults and children interested in scholarly dinosaur information. Due to the historical background of the book, Bone Sharps was used in schools, as part of a study testing the effects of using comic books to educate young children. Author and professor Karen Gavigan recommended the book and Ottaviani's other work as a way to make the lives of famous scientists more accessible and offering chances for critical thinking. Ottaviani followed Bone Sharps with other lightly-fictionalized historical stories, including Levitation: Physics and Psychology in the Service of Deception and Wire Mothers: Harry Harlow and the Science of Love.
11,222,692
Golden swallow
1,166,964,464
Species of bird
[ "Birds described in 1847", "Birds of Haiti", "Birds of the Dominican Republic", "Endemic birds of Hispaniola", "Endemic birds of the Caribbean", "Tachycineta", "Taxa named by Philip Henry Gosse" ]
The golden swallow (Tachycineta euchrysea) is a swallow endemic to the Caribbean island of Hispaniola (split between the Dominican Republic and Haiti) and was once native to Jamaica, but is now extirpated there. It is restricted to isolated montane forests that primarily consist of the Hispaniolan pine (Pinus occidentalis). This species is considered to be a vulnerable species by the International Union for Conservation of Nature (IUCN). The exact cause of its extirpation from Jamaica is unknown, but likely factors include predation by introduced mammals and habitat loss, although the habitat loss theory is not supported by much evidence. The last sighting of the nominate subspecies was in Hardwar Gap (located on the boundary between Saint Andrew and Portland parishes), with three birds being seen on 8 June 1989. A relatively small swallow, the Jamaican subspecies had bronze upperparts and bronze sides of the head. The ears and lores were duller and the forehead area was more green than bronze. The shoulders, back, rump, and uppertail-coverts were, on the other hand, a coppery-bronze colour. The lesser and median coverts were more coppery, with the greater and primary-wing-coverts more of a dusky green. The primaries, secondaries, and tail were a dusky bronze-green. The underparts were mostly white. The legs, feet, and irides were dark brown, and the bill was black. The female was similar, but with its breast, and occasionally throat and undertail-coverts, mottled grey-brown. The juvenile was also mottled-grey brown, and duller overall. The Hispaniolan subspecies, T. e. sclateri, is primarily differentiated by its more deeply forked tail, blue-green forehead and uppertail-coverts, and blue-black wings and tail. In Hispaniola, this swallow breeds from April to July, where it lays a clutch consisting of two to four white eggs. It formerly bred from June to July in Jamaica. The eggs are laid in a cup nest that is mainly found in Hispaniolan pine. It also nests in caves, under the eaves of houses, in burned stands, and in nest boxes. This swallow is an aerial insectivore, foraging for insects at heights that are usually under 20 m (66 ft), and very rarely at heights over 30 m (98 ft). When foraging, it is known to explore most habitats except forests. ## Taxonomy and etymology The golden swallow was first described as Hirundo euchrysea by English naturalist Henry Gosse, in his 1847 book The Birds of Jamaica, many years after European settlement of the island. Early naturalists were not aware of this species. The current genus Tachycineta, on the other hand, was originally described in 1850 by the ornithologist Jean Cabanis. The binomial name is from Ancient Greek. Tachycineta is from takhukinetos, "moving quickly", and the specific euchrysea is from eukhrusos, meaning "rich in gold". This is derived from eu, meaning "plenty", and khruseios, meaning "golden". This species has two subspecies; the second, Tachycineta euchrysea sclateri, was originally suspected of being a distinct species by Henry Bryant in 1866, who recorded it as "var. dominicensis?" and noted differences in plumage from the nominate subspecies in Jamaica. However, his report lacked a species description. It was finally described as Hirundo sclateri in 1884 by American ornithologist Charles Cory, who felt it distinct enough to warrant separate species status. The subspecies name sclateri is dedicated to Philip Sclater, an English zoologist. The nominate subspecies, T. e. euchrysea, is extinct. This swallow, along with the violet-green swallow and Bahama swallow, comprise a clade. It is also considered to be of the subgenus Tachycineta, the nominate subgenus, in addition to the violet-green swallow, Bahama swallow, and tree swallow. ## Description A small swallow, the golden swallow measures, on average, 12 cm (4.7 in). The adult of the nominate subspecies' upperparts, including the sides of the head, the cheek, and the chin, are an iridescent bronze. The ear coverts and lores are duller, and the forehead, crown, and nape are more green. This contrasts with the golden or coppery-bronze colouring of the mantle, shoulders, back, rump, and uppertail-coverts. The lesser and median-coverts are more coppery, with the greater and primary wing-coverts being more green and dusky. The edges of the greater coverts and tertials are more golden. The primaries, secondaries, tail, axillaries, and underwing-coverts are dusky bronze-green, with the axillaries and underwing-coverts having this colour only on the edges. The tail is only slightly forked on the nominate subspecies, unlike the more deeply forked tail of the other subspecies, sclateri. Its underparts are white, with dusky bronze streaks on the flanks. The legs and the feet are dark brown and the bill is black. Its irides are also dark brown. The female is similar, although some of the underparts, specifically the breast and occasionally the throat and undertail-coverts, are mottled grey-brown. The mottling around the breast and collar is likely to decrease over time. The juvenile, like the female, is mottled grey-brown. The juvenile also has less glossy plumage and the sides of its head are a dusky grey. The other subspecies, sclateri, has slightly longer wings and a smaller bill. The plumage is less golden, with the forehead and uppertail-coverts being blue-green, and with both the wings and tail being blue-black. The underparts of T. e. sclateri also vary in being pure white without streaks. This bird has a soft, two-note call, often described as a tchee-weet, that is repeated. ## Distribution and habitat The golden swallow is native to the island of Hispaniola, and formerly Jamaica. The subspecies that resided in Jamaica, Tachycineta euchrysea euchrysea, is extinct. It was found up to elevations of 2,000 m (6,600 ft), from sea level on Jamaica, and currently found from 800 m (2,600 ft) on Hispaniola. It is likely that this species, when not breeding, moves down to lower altitudes. The estimated extent of occurrence for this swallow is 8,100 km<sup>2</sup> (3,100 sq mi). Primarily inhabiting hills of the interior of islands, this swallow prefers open country, but will occasionally be seen in forests and over towns. It is restricted to patches of montane forest that consist primarily of Hispaniolan pine. Never common in Jamaica, it was restricted to mountainous limestone country in the island's interior. ## Behaviour ### Breeding The golden swallow usually builds its deep cup nest in dead snags, especially those of the Hispaniolan pine, in holes created by woodpeckers, primarily the Hispaniolan woodpecker. It also nests in caves, under the eaves of houses, and in recently burned stands. The nests are made with fine vegetable fibres like silk, cotton, and pappus, with the seeds being broken off from the fibres. The nests are lined with cotton, silk, and feathers. One nest had a diameter of about 12 cm (4.7 in), and a depth of about 5 cm (2.0 in). The breeding season occurred from June to July in Jamaica, and occurs from April to July in Hispaniola. When breeding, the golden swallow usually nests in pairs and occasionally will nest in colonies. This swallow is not known to compete for nests with any other birds. The only species, an insect, that is known to inhabit nest boxes occupied by golden swallows is Polyancistrus loripes, a species of katydid. Only about 9.6% of nesting attempts are second nesting attempts, although this number may be low. The clutch of this swallow is two to four white to creamy white eggs with little spotting. The eggs measure around 18.4 mm × 13.1 mm (0.72 in × 0.52 in), and weigh 1.7 g (0.060 oz) on average. They are generally laid one per day, although there are instances of the female skipping a day in laying. The incubation period ranges from 17 to 20 days, with the female incubating the young. The young usually fledge 24 to 27 days after they hatch. ### Diet This species is an aerial insectivore, usually feeding on flies, Hemiptera (or true bugs), and various other insects. It usually can be seen to forage low to the ground, either by itself or in small groups. It is not usually found to forage above 20 m (66 ft), and very rarely above 30 m (98 ft). Black swifts flying below 20 m (66 ft) are frequently found near golden swallows when the swallows are foraging. It is known to forage in most habitats except the forest. Generally, the golden swallow starts to forage at dawn, with activity increasing in the morning and decreasing during the afternoon. ## Predators The golden swallow is victim to various mammalian nest predators, including the introduced small Indian mongoose, feral cats, and multiple species of rats. These predators are thought to be linked to the extinction of the nominate subspecies in Jamaica. Nests on or near the ground in mines are especially vulnerable. ## Status The golden swallow is considered to be a vulnerable species by the IUCN. This status is on account of the small, fragmented, and decreasing population and range. The nominate subspecies is extinct; predation appears to be a factor. The remaining T. e. sclateri population is declining, mostly due to shifting agriculture and predation by introduced mammalian species. The population is estimated to be anywhere from 1,500 to 7,000 mature birds, in an area estimated to be 8,100 km<sup>2</sup> (3,100 sq mi). This swallow is legally protected in Jamaica, although it is extinct there. Not known to the early settlers on the island, it was considered to be common in the 1800s, but it declined and eventually became rare in the 1890s. In the last half of the 1900s, it was restricted to the area of Cockpit Country east to the Blue Mountains. The last specimens collected were a pair from Portland Parish on 9 August 1908; the last confirmed sighting was in the Blue Mountains in 1950. It was regarded as rare from the 1960s to the 1980s, although its precarious status was not realised at the time. In 1987, the last major roosting site of this subspecies was destroyed. Birdwatchers in the Gosse Bird Club reported two probable sightings of several birds on Barbecue Bottom Road in Trelawny Parish in August and September 1982, while the last (and unconfirmed) report is of three birds at Hardwar Gap (located on the boundary between Saint Andrew and Portland parishes) on 8 June 1989. Curator of Birds Gary R. Graves of the Smithsonian Institution spent 18 years scouring the island for evidence of the subspecies without success. He is doubtful of its survival, as it is diurnal, and Jamaica is a popular destination for birdwatchers. The exact cause of the extinction is unknown, but predation by introduced mammals, especially the black rat and the Indian mongoose, is thought to be a factor. Graves points out that there is little evidence habitat loss has played a role. Graves also added that the swallows adapted to nesting in man-made structures. In general, this swallow is not affected by being near human disturbance. It is proposed that nest boxes be used to counter habitat loss and predation in Hispaniola.
33,797,800
D'Oliveira affair
1,124,021,501
Controversy relating to scheduled 1968–69 tour of South Africa by the England cricket team
[ "1968 in English cricket", "1968 in South African cricket", "Cricket and apartheid", "Cricket controversies", "Events associated with apartheid", "International opposition to apartheid in South Africa", "Politics and sports", "South Africa and the Commonwealth of Nations", "South Africa–United Kingdom relations" ]
The D'Oliveira affair was a prolonged political and sporting controversy relating to the scheduled 1968–69 tour of South Africa by the England cricket team, who were officially representing the Marylebone Cricket Club (MCC). The point of contention was whether or not the England selectors would include Basil D'Oliveira, a mixed-race South African player who had represented England in Test cricket since 1966, having moved there six years earlier. With South Africa under apartheid, the potential inclusion by England of a non-white South African in their tour party became a political issue. A Cape Coloured of Indian and Portuguese ancestry, D'Oliveira left South Africa primarily because the era's apartheid legislation seriously restricted his career prospects on racial grounds and barred him from the all-white Test team. He qualified for Worcestershire County Cricket Club through residency in 1964 and first played for England two years later. The consequences of D'Oliveira's possible inclusion in the 1968–69 MCC tour of South Africa were discussed by English and South African cricketing bodies as early as 1966. Manoeuvring by cricketing and political figures in both countries did little to bring the matter to a head. The MCC's priority was to maintain traditional links with South Africa and have the series go ahead without incident. South Africa's Prime Minister John Vorster sought to appease international opinion by publicly indicating that D'Oliveira's inclusion would be acceptable, but secretly did all he could to prevent it. D'Oliveira was omitted from the England team for part of 1968 amid a slump in his batting form, but he marked his return in late August with a score of 158 runs in England's final Test match of the year, against Australia at The Oval. Days later, the MCC selectors omitted D'Oliveira from the team to tour South Africa; they insisted that this was based entirely on cricketing merit, but many in Britain voiced apprehension and there was a public outcry. After Tom Cartwright's withdrawal because of injury on 16 September, the MCC chose D'Oliveira as a replacement, prompting accusations from Vorster and other South African politicians that the selection was politically motivated. Attempts to find a compromise followed, but these led nowhere. The MCC announced the tour's cancellation on 24 September. Sporting boycotts of South Africa were already under way by 1968, but the D'Oliveira controversy was the first to have a serious effect on South African cricket. The South African Cricket Board of Control announced its intention to remove racial barriers in South African cricket in 1969, and formally integrated the sport in 1976. Meanwhile, the boycott movement escalated sharply, leading to South Africa's near-complete isolation from international cricket from 1971, though the country continued to play international rugby into the 1980s, twice allowing mixed-race New Zealand rugby teams into the country during the 1970s. D'Oliveira played for England until 1972, and for Worcestershire until 1979. South Africa returned to international cricket in 1991, soon after apartheid began to be dismantled. ## Background ### South Africa From the time that European settlers first arrived in South Africa in 1652, the country was divided on racial lines, in common with similar settlements. In contrast to other European colonies, racial distinction and segregation intensified during the early 20th century, and the various ethnic groups became more sharply defined and divided. Following its general election victory in 1948, the National Party, led by Daniel Malan, formalised this racism under a government policy called apartheid. Under apartheid, different races were kept apart in all aspects of life. This system was thoroughly enforced during the 1950s; any resistance from non-white races was put down and laws, supposedly to prevent the rise of communism, were passed to prevent political agitation. From a cricketing viewpoint, the apartheid policy made little difference. Although cricket was played widely among the different racial groups in South Africa, the Test team, which represented the country in international matches, had always been all white. Under apartheid, this became official policy under the government reasoning that black, coloured (mixed race) and Indian players were inherently inferior and not worthy of selection. Different races were forbidden from competing against each other. South African cricket teams did not compete against India, Pakistan or the West Indies, but teams from England, Australia and New Zealand continued to visit the country. English cricketers particularly enjoyed tours to South Africa owing to the hospitality they received and the quality of living. The political writer and historian Peter Oborne commented: "Relations between the cricket establishments of the two countries were exceptionally warm. Only few visitors noticed, and even fewer cared, that there was something wrong." During the Marylebone Cricket Club (MCC) tour of South Africa during 1948–49, the first under apartheid, the BBC commentator John Arlott was horrified when he saw a black man assaulted for no reason. This prompted him to visit several townships where he found black people living in very poor conditions. He contrasted this unfavourably with the luxury of the homes where he was entertained by white families. Billy Griffith, one of the touring team, accompanied him on one visit to a township, and was similarly appalled, but did not speak out against it. Arlott later condemned apartheid, during a 1950 BBC broadcast, and refused to commentate during future tours to the country. His example was followed by the England batsman and clergyman David Sheppard, who declined to tour South Africa, refused to play the team in 1960, and spoke out publicly against the policies of the South African government despite efforts by the MCC to silence him. Otherwise, there was little protest in England against South African cricket during the 1950s. ### Britain and the England cricket team From the mid-1950s, the United Nations began to express concern over apartheid, and there was a growing general awareness in Britain of its effects. In 1960 the UK Prime Minister, Harold Macmillan, criticised apartheid in his "Wind of Change" speech to the South African parliament. However, the British government was cautious; the large number of British passport holders and businesses based in South Africa made them reluctant to force the issue and provoke a confrontation. Additionally, there was support for the policy among some right-wing politicians. When the MCC team toured South Africa in 1956–57, the players observed and were shocked by what they considered to be injustices against the black population. As many players and officials had family and friends in the country, they were disinclined to take a stand, but several condemned the situation in print at the time or later. Overall attitudes in Britain towards South African cricket began to change in the 1960s. At the time, race was becoming a more emotive matter in Britain and immigration from Asia and the Caribbean became an issue in general elections. Racial tensions had risen throughout the 1950s, and race riots had occurred. Tim Quelch, in his review of English cricket in the 1950s, suggests that "[England's] record on race relations had hardly been exemplary". But Jack Williams, in his book Cricket and Race, suggests that cricket was a force for racial harmony in England given the influx of African-Caribbean and Asian overseas players and the mingling of white and African-Caribbean supporters during several Test series between England and the West Indies. Against this background, when the South African team toured England in 1960, there were some protests against apartheid. ### International sport Within South Africa, there was growing realisation among opponents of apartheid that sport could play a role in pressuring the government. During the 1950s, South Africa competed freely in international competition; the governing bodies of the major international sports recognised only the official, all-white South African institutions. By the end of the decade, this began to change. Several non-white sporting organisations within South Africa united and began to influence international opinion. The resulting pressure brought about the suspension of the all-white Football Association of South Africa from FIFA—for two years from 1961, then after a brief reinstatement, again from 1964—which prevented South Africa from participating in the 1966 World Cup. South Africa was also excluded from international fencing in 1964. However, because neither fencing nor football was closely followed in white South Africa, the impact was limited. Suspension from the Olympics had a greater effect; another campaign from within South Africa and the consequent change in international opinion resulted in South Africa being barred from the 1964 Olympics and those that followed. In 1966, before a tour by the New Zealand rugby team, the South African government asked New Zealand to field an all-white team (thereby excluding Māori players); the New Zealand Rugby Football Union refused and cancelled the tour. As rugby was very popular among white South Africans, this caused concern in that community. The England cricket team was in New Zealand at the time, and Billy Griffith, by then the secretary of the MCC, when questioned said that the MCC would also cancel in similar circumstances. Despite these events in other world sports, South Africa continued to play international cricket. Efforts to put pressure on the International Cricket Conference (ICC) failed, and even when South Africa withdrew from the Commonwealth in 1961 (theoretically forfeiting the national team's Test status), their traditional opponents continued to play official Tests against them despite opposition from India, Pakistan and the West Indies. ### Basil D'Oliveira Basil D'Oliveira was born in Cape Town in 1931 and, coming from a mixed Indian-Portuguese background, formed part of the Cape Coloured community. He demonstrated skill in cricket from an early age, but as the apartheid system classified him as non-white, he was barred from playing first-class cricket in South Africa or representing the national team. He represented and captained a "non-white" South African team which played unofficial international matches. He was left distraught by the cancellation in 1959, at the behest of South African anti-apartheid campaigners, of a proposed visit by a West Indies team which was to compete against non-white sides. Realising that he had achieved all he could as a non-white sportsman in South Africa, he wrote to John Arlott in England to ask for help finding employment as a cricketer. Arlott enlisted the help of John Kay, a cricket journalist with expertise in the Lancashire leagues, to find a job for D'Oliveira as a club professional. No teams were initially interested, but when Middleton's professional withdrew at the last minute, the club employed D'Oliveira for the 1960 season. After a poor start, he prospered for Middleton. He established a wider reputation by playing televised matches for a team called the "Cavaliers", and took part in overseas tours with some leading cricketers. Several English county cricket clubs expressed an interest in him, and he eventually joined Worcestershire. Qualifying for the county team through residency, he made his debut in 1964 and scored a century on his first appearance. By the 1966 season, he had progressed to the point that he was picked for England Test team. D'Oliveira was immediately successful for England; by the following year he was well-established in the team. ## Build-up ### Anticipation From early in his England career, D'Oliveira and his supporters saw the MCC tour of South Africa in 1968–69 as potentially being a key moment in his career. Guy Fraser-Sampson suggests: "Nobody could be in any doubt that the possibility of D'Oliveira being chosen as a member of the England touring party would raise massive political complications". When D'Oliveira visited South Africa to work as a coach in 1966, the subject was raised continually. People speculated whether D'Oliveira would be selected and, if so, whether the South African government would allow him to play. Some of his supporters worried that his acceptance of a place on a tour to South Africa might be interpreted as approval of the political situation there, but D'Oliveira was determined to play, aware of what it would mean to the non-white people of South Africa. In 1967, Griffith flew to South Africa to discuss the forthcoming tour and to seek a solution to any potential problems—the MCC wanted the tour to go ahead without any political trouble. Little came of the meetings; Oborne suggests that both sides simply "agreed to hope that the whole issue went away". After a successful season for England in 1967, D'Oliveira was chosen to tour the West Indies in 1967–68; this raised awareness in England and South Africa that he was a realistic contender to tour South Africa a year later. However, his opportunities to excel were few in the West Indies; circumstances were against him in several matches, and he had a statistically poor tour. Any mitigating circumstances were offset by problems off the field. D'Oliveira took full advantage of the social opportunities available on a tour of the West Indies and frequently disappeared to parties and other events, often not reappearing until after breakfast. Rumours to this effect reached the press and the MCC tour manager spoke to D'Oliveira about his responsibilities on tour. D'Oliveira said that his behaviour and poor form were partly a result of the pressure placed on him. He was frequently questioned about the South African tour and about race—some groups in the West Indies accused him of "selling out" by playing for England's "white" team. ### South Africa's position The position of the South African government towards mixed-race teams was well established by 1967. It was stated explicitly after the visit of Griffith when, in February 1967, the Interior Minister P. K. Le Roux said in a speech: "We will not allow mixed teams to play against our white teams here. That is our policy. It is well known here and overseas." These comments caused a public row in Britain, and some commentators wanted the tour to be called off; the MCC informed the British government that players would be selected on ability alone and that any attempts from within South Africa to interfere would cause the tour to be cancelled. Denis Howell, the Minister for Sport, informed the House of Commons of the MCC position and stated that the government expected that the MCC would cancel the tour if any player were to be rejected. Privately, the MCC committee were unhappy to have been forced into so unequivocal a position. B. J. Vorster, the Prime Minister of South Africa, was embarrassed by Le Roux's public comments and forced him to deny having made them. However, the British government's intervention cemented in Vorster's mind the idea that it and the MCC were closely connected. In April 1967 he gave a speech in which he said that while sport between white and non-white teams could not take place in South Africa, the government would be prepared to send mixed teams to play abroad and to accommodate mixed teams from South Africa's "traditional" opponents. This change of direction was aimed at entering a team in the 1968 Olympics, to avoid a repeat of the cancelled New Zealand rugby tour and with D'Oliveira's selection in mind. The MCC decided later in 1967 to clarify that Vorster's government would impose no limitations on the players chosen for the tour. In January 1968, Griffith wrote on behalf of the MCC to the South African Cricket Association (SACA) with the implication that the tour would be cancelled if a free selection was not guaranteed. According to Oborne, Vorster was a pragmatic politician who wanted to maintain apartheid and to make it appear acceptable to the outside world. To this end, attempting to broaden South Africa's international connections, he accepted black foreign diplomats in the country and began to plan a policy to allow mixed-race sport to prevent South Africa's international isolation. However, such policies were unpopular with his domestic supporters and he was careful not to go too far. Oborne writes: "Vorster knew that there was a limit to how far he could go without imperilling his own position. That limit was Basil D'Oliveira." According to Oborne, Vorster never intended to allow D'Oliveira to play with the MCC team; his supporters would not have accepted a non-white South African benefiting from this change of policy and demonstrating his ability at a high level. Vorster therefore worked to give the impression overseas that D'Oliveira would be welcome, while at the same time doing his utmost to stop him from playing. He courted the British ambassador, Sir John Nicholls, and told him that a tour party including D'Oliveira would be acceptable. Nicholls passed this on to the UK government. Vorster meanwhile monitored D'Oliveira's progress closely; from his debut in 1966, South Africa kept a security file on him. ### MCC manoeuvres In March 1968, having received no response from the SACA to Griffith's letter, the MCC asked Alec Douglas-Home to intervene. Douglas-Home, a former British Prime Minister and then the Opposition spokesman for foreign affairs, had just finished his term as MCC president and was visiting Rhodesia and South Africa; he agreed to raise the question of D'Oliveira during a meeting with Vorster that was part of his itinerary. Douglas-Home believed that the best way to deal with apartheid was through dialogue and that contact between the countries should be increased, not reduced—as he described it, "precept and example must be better than ostracism". When he met Vorster, Douglas-Home was reluctant to press him for an unequivocal answer, but discussed D'Oliveira. He also sounded out other figures in South Africa and returned to England to tell the MCC, in the words of the cricket writer E. W. Swanton, that "if D'Oliveira were to be chosen the odds were 5/4 on his being allowed in". In the view of Fraser-Sampson: "While Douglas-Home's motives remain obscure, it is clear that he muddied the waters dreadfully. By allowing the MCC to believe they could continue happily fudging the issue, and by misleading them as to Vorster's true intentions, he delivered the worst of both worlds." Following Douglas-Home's advice, the MCC let the matter drift throughout the 1968 season. Conscious of D'Oliveira's poor form in the West Indies and continued lack of success during early 1968, the MCC committee kept in mind that it was far from certain that he would even make the team to tour South Africa. Meanwhile, with the knowledge of Vorster and the South African government, the SACA carefully devised its answer to the MCC letter. The reply, which avoided directly answering the MCC question, was hand-delivered to the MCC secretary George "Gubby" Allen in March 1968 by the former South African Test captain Jack Cheetham, a close associate of several MCC officials. By this point, the MCC had accepted Douglas-Home's advice and no longer wanted a reply to their letter—Oborne records that when Cheetham "cheerily produced his laboriously produced document, a panic-stricken Gubby Allen waved it away." The letter was never presented to the full MCC Committee, and Cheetham returned to South Africa with news that a reply was not required—preparations for the tour could proceed as normal. This allowed Vorster to conceal his intentions regarding D'Oliveira for a further six months. Allen later justified his actions by suggesting that he was concerned that the SACA letter would be leaked to the press if it went any further. Oborne believes that Allen wished to hide from the full committee the MCC hierarchy's change of mind over the approach to take with the South Africans; he suggests that Allen and Griffith were effectively acting as a secret MCC subcommittee from this point. ### South African plan Vorster and the SACA followed D'Oliveira's form closely throughout the tour of West Indies and into the 1968 season. D'Oliveira's lack of success prompted press speculation that he might lose his England place for entirely non-political reasons, but Vorster was convinced that the MCC were committed to selecting him under any circumstances. He therefore conceived a two-pronged plan to prevent D'Oliveira's selection for the 1968–69 tour. He and the SACA would attempt to bribe D'Oliveira to make himself unavailable, while simultaneously persuading the English selectors—or more specifically the MCC, who Vorster believed would determine selection policy—not to choose him. The latter part of the plan depended on the MCC realising that picking D'Oliveira would mean no tour, but in making such attempts the South Africans risked public discovery, which would cause the tour to be cancelled anyway. The bribery was planned from an early stage, but had to be postponed when D'Oliveira did not return to South Africa before the 1968 season. The second part of the plan was put into operation in March 1968. Vorster resolved to send a secret message to the MCC through Lord Cobham, a member and former president of the MCC with close links to D'Oliveira's county side Worcestershire. Cobham was visiting South Africa at Griffith's request to meet Arthur Coy, an official of the SACA. Cobham told Coy that he wanted the tour to go ahead, but agreed with him that D'Oliveira's inclusion would be "disastrous". Cobham seems to have promised Coy that he would attempt to dissuade D'Oliveira from touring, but never actually did so. Cobham then met Vorster, who told him that if D'Oliveira were chosen, the tour would be cancelled. On his return to England, Cobham kept this information from the full MCC committee, knowing that they would be forced to cancel the tour if they became aware of it. Instead, he wrote a letter to a committee member, whose identity has never been made public. The letter's recipient passed it on to Griffith, who in turn showed it to Allen and Arthur Gilligan, at that time the MCC president. These three men chose to hide the information from the full committee, and nobody informed Denis Howell. Allen later defended these actions, setting out his reasoning in his biography, which was written by his close friend Swanton—Allen argued that the advice given by Douglas-Home, an international diplomat, took precedence over Cobham's information and had already been accepted by the MCC. He further suggested that, as the four England selectors had to choose the team "without any other consideration", and two of them sat on the MCC committee, it would have been unfair to burden them with Cobham's information. Oborne dismisses Allen's reasoning as "disastrously muddled", pointing out that Cobham's advice was far more up-to-date than Douglas-Home's, and that there would have been no burden of conscience for the team selectors as the new information would have caused the tour to be cancelled. By the beginning of the 1968 season, the MCC's public position followed the advice of Douglas-Home: it was unknown whether or not South Africa would accept D'Oliveira and it would be better not to press the issue. Even so, three key members of the MCC were aware of the reality of the situation. Vorster had avoided international condemnation as he had not publicly declared D'Oliveira unacceptable, but his stand had been clearly conveyed to London in private. ### D'Oliveira in 1968 D'Oliveira was aware of the political discussions surrounding him during 1968, and the pressure on him was intensified by the scrutiny of his supporters and opponents in England and South Africa. Conscious of his failure in the West Indies, he made a concerted effort to improve his batting. He scored runs consistently and was chosen for England's first Test of 1968, against Australia in early June. He was very successful, scoring 87 not out and taking two wickets. After England lost, however, D'Oliveira was blamed in some sections of the press. Wisden Cricketers' Almanack noted that he failed as a bowler, and his innings was difficult to evaluate as England had effectively lost the match by that stage. Even so, most observers expected him to retain his place, including the watching South Africans. Before the second Test, played at Lord's, a series of events took place that Fraser-Sampson later described as "so bizarre as to be totally unbelievable, and yet [they] happened". The evening before play began, Griffith suggested to D'Oliveira that, to save the 1968–69 series, he should withdraw himself from consideration for the tour, and announce that he wished in future to play for South Africa rather than England. D'Oliveira angrily declined. The next day, E. W. Swanton—a journalist technically unconnected with the MCC, but a close friend of Allen and a member of the "Establishment"—approached the player with a similar proposition, which D'Oliveira again dismissed. Both Griffith and Swanton were opposed to apartheid—Swanton had refused to report on the 1964–65 MCC tour of South Africa because of his objections to the system, and he supported D'Oliveira from a cricketing standpoint. This plan probably originated from one of the several South Africans present at Lord's with an interest in the D'Oliveira question, including Coy and the private cricket tour organiser Wilfred Isaacs; according to Fraser-Sampson, there is evidence to suggest that it first came from the SACA. Oborne writes that Griffith and Swanton were probably well-intentioned, and posits that they might have been caught up in a South African scheme in their search for a solution to the D'Oliveira problem. Fraser-Sampson suggests that they and other MCC figures may have felt forced into this course of action by the vigour of the South Africans' protests that they would not tolerate a team including D'Oliveira. On the morning of the second Test, D'Oliveira was told by Colin Cowdrey, the England captain, that he had been left out of the team and was instead twelfth man. In his place, England chose a fast bowler to strengthen their bowling attack. While the game was taking place, Doug Insole, the chairman of the England selectors, introduced D'Oliveira to Isaacs, who offered him warm hospitality if he toured South Africa during the English winter. Deeply upset with his omission, D'Oliveira returned to play for Worcestershire once his twelfth man duties ended. Oborne suggests that, from a cricketing viewpoint, the decision to drop D'Oliveira looks odd, and that it may have been connected to the South African presence at Lord's. The replacement for D'Oliveira, Barry Knight, performed well in the second Test; D'Oliveira, by contrast, lost all batting form. From mid-June until August, bothered by the pressure over South Africa, he struggled to score, managing just 205 runs at an average of 12.81. He maintained his form as a bowler, but critics believed his chance had gone. In July, as part of a standard procedure, the MCC wrote to 30 leading players to ask if they were available to tour South Africa; D'Oliveira was not contacted. According to Fraser-Sampson, the idea that D'Oliveira was not then one of England's best 30 players was absurd; he writes that the selectors must therefore have been aware that Vorster would not accept his selection and they had consequently decided not to choose him. During his slump in form, D'Oliveira was contacted by Tienie Oosthuizen, a director at the tobacco company Carreras, which was, alongside Rothmans, part of the South African Rembrandt Tobacco Corporation. Rembrandt had set up a group known as the South African Sports Foundation (SASF) to promote amateur sport. Oosthuizen told D'Oliveira that he represented Rothmans, who had sponsored matches featuring D'Oliveira while he was waiting to qualify for Worcestershire. He offered D'Oliveira work as a coach for the SASF on an annual salary of £4,000—a vast sum for a professional cricketer at the time—on the condition that he took up this role immediately at the end of the 1968 season, and thereby made himself unavailable for the MCC tour before selection took place. D'Oliveira tentatively declined, but Oosthuizen persisted, first offering to find out if he would be included in the MCC team, then telling him that his presence in that side would embarrass Vorster. D'Oliveira was aware that accepting the offer could cause many to lose respect for him as he would be abandoning the opportunity to play against South Africa, but nevertheless considered it over the following weeks. Oosthuizen repeatedly pressured him to accept. Shortly before the final Test of 1968, he offered personally to match the money that D'Oliveira claimed to have been offered to make himself available for the MCC team. D'Oliveira stalled, and involved his agent, Reg Hayter. After further conversations with Oosthuizen, D'Oliveira decided to try to postpone a decision until after the team to tour South Africa was announced—Hayter had established from a source close to the selectors that D'Oliveira had a good chance of being picked. During a later press investigation, Oosthuizen claimed to have acted independently. Anton Rupert, the head of Rembrandt, endorsed this version, asserting that Oosthuizen had acted in his capacity as an employee of the SASF. Rupert said this was an autonomous organisation, but according to Oborne the SASF constitution made it totally dependent on Rembrandt. Oborne writes that Oosthuizen's offers were rooted in the plans made by Vorster and Coy to bribe D'Oliveira indirectly by offering him work that would prevent him from playing for the MCC. Oborne surmises that the position and salary offered to D'Oliveira did not come from the SASF, but were actually part of a scheme involving Vorster and Rupert to remove the controversial player from the tour. Williams also concludes that the offer was effectively a bribe to stop D'Oliveira playing. In early August, D'Oliveira returned to form with an innings of 89 against Warwickshire. Before the fifth and final England–Australia Test match, played between 22 and 27 August, Cowdrey batted at the Oval, where the match was to be played, and deduced that medium-paced bowlers would be very effective given the condition of the cricket pitch. Consequently, when the England team was chosen, he asked for a medium-paced bowler to be placed in reserve in case conditions warranted their selection. The two first-choice selections, Knight and Tom Cartwright, were unavailable, so D'Oliveira was called up by Cowdrey as a reserve on account of his bowling. On the day before the game, one of the England batsmen, Roger Prideaux, withdrew from the team, saying he had an infection. The team was duly re-arranged and the new version included D'Oliveira as a batsman. He heard no more from Oosthuizen, who was transferred from the London office soon after. The intervention of Oosthuizen became public knowledge when it was reported in the press in April 1969. ## Height of controversy ### Oval Test match Feeling much more confident, D'Oliveira expected to be successful in the Oval Test match. Before the game, an unnamed MCC official circulated a story that D'Oliveira had been offered thousands of pounds to keep himself available for the South Africa tour. This was a similar story to that which D'Oliveira had told Oosthuizen; it had probably travelled back to the MCC via South Africa, but was not true. When the game began, Australia held a 1–0 lead after four Tests; England needed a win to level the series. England made a reasonable start on the first day, but a late wicket brought D'Oliveira in to bat with the game delicately poised. Oborne observes that D'Oliveira was under huge pressure, both for simple cricketing reasons and because the world was watching to see if he would be successful. Wisden reported: "In the last hour D'Oliveira began his fine effort. He hooked the short ball superbly". At the end of the first day, he had scored 23 runs. Early on the second day, D'Oliveira batted with less certainty. He was dropped by the opposition wicket-keeper with his score on 31, but he was encouraged by the umpire Charlie Elliott and his batting partner John Edrich. As his score reached fifty, Elliott whispered, "Well played—my God you're going to cause some problems." D'Oliveira went on to score 158 runs before he was out, although he was dropped a few more times after passing three figures. He received a prolonged ovation from the crowd when he was out, and congratulations from John Gleeson, one of the opposing Australians. Oborne assesses the innings as one of the best ever: despite the relatively weak attack and easy batting conditions, Oborne believes that no other cricketer had faced so much pressure and so many outside forces conspiring against him. Later in the game, D'Oliveira also contributed with the ball. After rain had reduced the amount of playing time and caused further delays through the subsequent clean-up, England faced a race against time to win the match. D'Oliveira took a crucial wicket with his 12th ball to break a long partnership and open the way for Derek Underwood to bowl England to victory in the game and a share in the series. Off the field, manoeuvres started immediately. Vorster followed the innings closely, with Oosthuizen in attendance. On the second day of the match, Geoffrey Howard, the secretary of Surrey County Cricket Club (who played at the Oval), received a call from Oosthuizen, who informed Howard that he had been trying without success to contact Billy Griffith. He told Howard to pass along to Griffith the message that if "today's centurion is picked, the tour will be off". Meanwhile, Insole asked D'Oliveira if he was available to tour South Africa, and Cowdrey questioned him about how he would handle the inevitably tense situations. Cowdrey also said that he wanted him in the team. D'Oliveira was left in little doubt that he would be selected to tour South Africa. ### Selection meeting The selectors, after a six-hour meeting, chose the team to tour South Africa on 27 August 1968. The official records of the meeting are incomplete and of those present, no one left an account of what happened. Oborne believes that at least ten men were present—the four selectors, Insole, Peter May, Don Kenyon and Alec Bedser; the England captain Colin Cowdrey; Gubby Allen, Billy Griffith, Arthur Gilligan and Donald Carr for the MCC; and possibly Maurice Allom, another MCC member. Oborne suggests that one of those present might have been acting for the South African government, as Vorster was well-informed about what happened at the meeting and followed events closely. He also observes that, of those present, Allen, Griffith and Gilligan knew from the Cobham letter what would happen if D'Oliveira were selected; he argues that they may have passed the information on to other selectors. Coy, who had been at the Lord's Test, may also have made the South African position clear at the meeting. According to Oborne, "Everyone in the room, with the possible exception of the Worcestershire skipper Don Kenyon, would have been aware that the selection of D'Oliveira could at best cause difficulties and at worst cause the tour to be cancelled." Fraser-Sampson goes further, suggesting that Insole, and possibly also May, knew the whole story from an early stage. From a cricketing viewpoint, most critics agreed that D'Oliveira should probably have been selected based on his score at the Oval, his past record, and the usefulness of his bowling. The selectors left him out, however, deciding that his bowling was not strong enough to classify him as an all-rounder. Oborne points out that, judged in cricketing terms, this was "not an outrage". D'Oliveira had several rivals as a batsman, and of the places available, one went to Ken Barrington, who had a good Test record, and the other to Keith Fletcher, who was much younger than D'Oliveira. Oborne judges both of these decisions fair. Nobody at the selection meeting supported including D'Oliveira. Some of those present said later that, despite his prior assurances to D'Oliveira, Cowdrey opposed his selection at the meeting, which influenced others there. Fraser-Sampson suggests that Cowdrey, who later tried to justify his role in events, may have inwardly supported D'Oliveira's inclusion, but spoken against it out of a lack of confidence and decisiveness. It is also possible, argues Fraser-Sampson, that if May had been aware of the true state of affairs, he may have confided in Cowdrey, a close friend; this would have left Cowdrey, who was very keen to lead a team to South Africa, in a difficult and conflicted position. Fraser-Sampson concludes: "Far from being the villain of the piece, Cowdrey may simply have been an honourable man pushed beyond the limits of his character and overwhelmed by events." As is customary at such selection meetings, there was no vote. Insole recalled that there was no hostility towards D'Oliveira at the meeting, and pointed out that although he was not chosen in the main team, he was made a reserve. Williams, while acknowledging that there were several worthy batsmen as candidates for places in the team, asserts that even if those at the meeting had only discussed the players' respective cricketing abilities, "every selector must have known that by not selecting D'Oliveira they would improve the prospects of the tour going ahead." The full MCC Committee met to formally approve the selected team on the afternoon of 28 August. Nobody voiced opposition. D'Oliveira, who learned of his omission over the radio in the Worcestershire dressing room having just scored 128 runs against Sussex, was deeply upset and faced intense press attention. Insole and Griffith defended the decision to omit D'Oliveira to the press, saying that there had been no pressure from South Africa and that the chosen team simply included better players than D'Oliveira. Oborne writes that Insole considered the events surrounding the selection meeting as among the worst of his life, but that "he and the other selectors were victims of the decision, reached on the advice of Alec Douglas-Home early in 1968, not to press for an answer to the MCC demand there should be 'no preconditions' for the tour. Once that decision had been made, everything else followed: the bribery attempt, the secret pressure and the nobbling of the MCC. Had the matter been dealt with ... Insole would never have been subject to the innuendo and accusations of racism and betrayal that have haunted him ever since." ### Reaction While the general public were baffled that a man who just scored a century against Australia could be left out of the team, the English cricketing press were divided on the decision. Some journalists supported the MCC on cricketing grounds, including the cricket correspondents of The Times and The Daily Telegraph. Others, prominently the former England captain Ted Dexter, the former Test player Trevor Bailey and E. W. Swanton, all of whom generally sided with the cricket establishment, contended that D'Oliveira deserved to be in the team on merit. Swanton said he had received no letters which actually agreed with the omission. Other commentators, such as the Worcestershire club secretary and the former West Indies Test player Learie Constantine, openly stated that D'Oliveira was omitted either because of his race or because the MCC supported apartheid. Some Labour politicians also expressed concern. John Arlott, while asserting that D'Oliveira deserved to be included, suggested that to demonstrate opposition to apartheid, the MCC should perhaps have selected him even if this were not the case. The general press took a wider view, with several newspaper columns reporting that the decision appeared to have been made to avoid offending the South African government. According to Williams, the public positions held by much of the MCC committee towards South Africa led to suspicions that D'Oliveira may have been left out simply to save the tour. More recent commentators suggest that the MCC members were not directly motivated by support of apartheid. Oborne argues that the MCC establishment, without favouring apartheid, wished to maintain traditional links with white South Africa. Williams suggests that the committee were politically naive, and that they ignored the political dimensions of D'Oliveira's non-selection. Williams writes that the committee seemed unaware that its decision made it appear to support apartheid. Fraser-Sampson believes that those involved "acted for what they thought were the best of motives, namely what they saw as the good of the game." Regarding the right-wing links of some individuals—Gilligan had been a member of the British Fascists during the 1920s, and Bedser later became a member of the Freedom Association, which Fraser-Sampson classifies as "far-right"—neither Oborne nor Fraser-Sampson suggests that the two men were racist, or that any of the selectors' actions regarding D'Oliveira were tainted by prejudice or support for apartheid. Fraser-Sampson does comment, however, that some individuals were "apologists" for Vorster, and that many of them firmly believed in the separation of politics and sport. Not all MCC members supported the selectors. Around 70 members met, including the clergyman and former England captain David Sheppard, and called for the tour to be abandoned. Sheppard's intervention shook Cowdrey, a religious man. Within weeks, several MCC members had resigned in protest at the decision, and the MCC had received nearly 1,000 letters about it, mainly complaints. In South Africa, whites received the news happily—one nationalist rally broke into cheers upon hearing the news—while the black community viewed the omission as a betrayal. The British Anti-Apartheid Movement sent telegrams to the Prime Minister Harold Wilson, asking him to intervene, and to Gilligan, asking for the tour to be cancelled on the grounds that by playing in South Africa the England team would be "condoning apartheid". D'Oliveira received many letters of support from the public. He also received sympathetic letters from Cowdrey, Insole, Griffith and Cobham. He responded with a burst of good form, and was not drawn into publicly criticising the MCC, even offering the team his support. He signed a contract to cover the tour for the News of the World newspaper, which drew criticism from other newspapers and shook Vorster. At the time, non-whites were not allowed into South African press boxes other than "in a menial capacity"—Vorster suggested that D'Oliveira may not even be allowed on the tour as a journalist. ### Cancellation One of the MCC team, Tom Cartwright, had been struggling with an injury. He had considered withdrawing from the tour on moral grounds, owing to his reservations about involvement with the apartheid government. There are different versions of what actually happened. According to Cowdrey, Cartwright played without discomfort on 14 September, passed a fitness test the following day, and suddenly withdrew after an overnight reaction to his exertions, prompting the selectors to take only ten minutes to choose D'Oliveira as a replacement. Fraser-Sampson records that Cartwright actually had two fitness tests, owing to pre-existing concerns over his health; the selectors tried to persuade him not to pull out, with Cowdrey particularly insistent, but Cartwright was adamant. On 16 September, he withdrew from the MCC team, citing his injury. D'Oliveira was duly called up, a decision announced the following day. Despite having been rejected as a bowler at the earlier meeting, he was now replacing a bowler in the team; the selectors stated that D'Oliveira's bowling might prove useful. Oborne's assessment of the decision is that "they had had enough and were bowing to public opinion." Williams comments that the belated addition of D'Oliveira in the wake of outcry at his exclusion confirmed in the minds of many that politics had been involved in the team selection. Denis Howell felt the need to state publicly that the decision was the MCC's alone, and that there had been no pressure from the UK government. D'Oliveira was pleased but suspected that the tour would no longer go ahead. In South Africa, Vorster heard that D'Oliveira had been added to the team shortly before addressing the Orange Free State National Party congress at Bloemfontein on 17 September. He immediately announced that the English team would not be allowed into South Africa if it included D'Oliveira. He told the gathering that while "we are and always have been prepared to play host to the MCC ... [we] are not prepared to receive a team thrust upon us by people whose interests are not the game, but to gain certain political objectives which they do not even attempt to hide". To loud applause, he went on to describe the revised MCC team as "not the team of the MCC but the team of the Anti-Apartheid Movement, the team of SANROC [the South African Non-Racial Olympic Committee] and the team of Bishop Reeves [a critic of apartheid]." Vorster expressed similar sentiments elsewhere, accusing the MCC of making a purely political decision. He insisted that he "had taken a decision for South Africa". The South African press was mostly critical of Vorster, warning that his stand might lead to the country's exclusion from international sport, but Professor Bruce Murray comments that the MCC's initial exclusion of D'Oliveira, only to then include him instead of a bowler, had given Vorster some ammunition to claim that the MCC selection was politically charged. Including D'Oliveira from the start would, by contrast, have forced Vorster to reveal that his plan to allow mixed teams was false. In England, Griffith responded that the tour would be cancelled were D'Oliveira not allowed to play, and that he was in the team on merit having missed selection first time around by "a bee's whisker". Cowdrey, meanwhile, proposed flying to South Africa himself to safeguard the tour but the South African minister Ben Schoeman said that D'Oliveira had been chosen because of politics and that South Africa would make no deal to let him play. Coy and Cheetham flew secretly to London to try to find a compromise. They held a four-hour meeting with the MCC committee on 24 September, directly after which the committee announced that "the side selected to represent MCC in South Africa is not acceptable for reasons beyond the control of the SACA. The MCC committee therefore decided unanimously that the tour will not take place." Williams argues that the delay in cancelling the tour suggests that some in the MCC might still have hoped to find common ground with the South Africans. D'Oliveira briefly considered withdrawing from the team to save the series, but decided not to. Sheppard and other MCC rebels called a Special General Meeting of the MCC; they wanted the MCC to state publicly that the team selection had been mishandled and that no further cricket should take place with South Africa until cricket there had been made non-racial. Before the meeting took place, the General Committee met the rebels and initially claimed that it would have been inappropriate to ask South Africa about D'Oliveira before the tour—although they had done so. The committee then admitted writing a letter but said that they had never received a reply. The Special General Meeting took place in December 1968, but the rebels were outvoted by the other members; Sheppard was criticised by members at the meeting, and his former friend Peter May refused to talk to him afterwards. Those opposing Sheppard suggested that he opposed apartheid whereas the committee wanted to advance cricket. It was also suggested that the MCC should not act as the conscience of Great Britain. Williams suggests that the vote indicated that a high proportion of the MCC favoured maintaining cricketing links with South Africa despite knowing that South African cricket operated racial segregation. ## Aftermath Coming just after New Zealand abandoned their 1967 rugby tour over South Africa's refusal to accommodate a mixed team, the cancellation of the 1968–69 MCC series over D'Oliveira marked the second such incident in two years. According to Oborne, the affair forced upon South African cricket a realisation that it had to change. In 1969, the South African Cricket Board of Control (SACBOC) announced that future teams would be racially integrated and selected purely on merit; efforts duly began to allow all races to compete against each other and share facilities. This led to some disagreement among non-white sports organisations between those who supported these incremental changes and those who wanted immediate disbanding of the old system. D'Oliveira, a member of the first group, was partly drawn into this conflict. He also faced criticism from those in South Africa and England who believed that, to oppose apartheid, he should have declared himself unavailable to tour in the first place. With the tour to South Africa cancelled, the MCC hastily arranged for its team to play a Test series in Pakistan instead. D'Oliveira played and was very successful. He remained an England regular for four more years and played for Worcestershire until 1979. In 1969, many of the events from the previous year became public knowledge, including the deceptions of Allen, Griffith and Gilligan. The MCC committee met and granted retrospective approval to the actions of the four men. Griffith's offer to resign was declined. The press outcry of 1968 was not repeated; Fraser-Sampson speculates that the MCC may have applied pressure to journalists. Griffith and Allen later received honours from the British government. Controversy continued to flare in Britain and other countries regarding sporting links with South Africa. The South Africa rugby team's 1969–70 tour of Britain and Ireland was accompanied by mass demonstrations against apartheid, including an attempt by a protester in London to hijack the South African team bus, and a demonstration in Dublin where people tried to stop the South Africans from reaching the match venue by lying down in the middle of the street. The South Africa cricket team was due to tour England shortly afterwards, and the MCC remained keen for the series to go ahead. They cancelled the tour a week before the South Africans were due to arrive, following public protests and pressure from the UK government. Virulent anti-apartheid demonstrations in Australia during the South Africa rugby team's 1971 tour led to soaring police costs, matches played behind fences and barbed wire, and a state of emergency in Queensland, all of which prompted the Australian Cricket Board to cancel the tour by the South Africa cricket team that had been scheduled to follow. South Africa was thereafter almost totally isolated from international cricket, but not from rugby. The Australian Rugby Union severed ties with South Africa after the turbulent 1971 series, but its counterparts in New Zealand, France and the Home Nations retained links into the 1980s. With Māori and Samoan players officially designated "honorary whites" by the South African government, mixed-race New Zealand rugby teams toured South Africa in 1970 and 1976. The SACBOC formally integrated South African cricket in 1976, but enduring overseas opposition to South Africa's internal governance meant that the country did not play official international cricket again until 1991, after the start of the process to dismantle apartheid. ## Films - Not Cricket - The Basil D'Oliveira Conspiracy Directed by Paul Yule, Berwick Universal Pictures, 2004 [1968 in English cricket](Category:1968_in_English_cricket "wikilink") [1968 in South African cricket](Category:1968_in_South_African_cricket "wikilink") [Cricket and apartheid](Category:Cricket_and_apartheid "wikilink") [Cricket controversies](Category:Cricket_controversies "wikilink") [Events associated with apartheid](Category:Events_associated_with_apartheid "wikilink") [International opposition to apartheid in South Africa](Category:International_opposition_to_apartheid_in_South_Africa "wikilink") [South Africa–United Kingdom relations](Category:South_Africa–United_Kingdom_relations "wikilink") [Politics and sports](Category:Politics_and_sports "wikilink") [South Africa and the Commonwealth of Nations](Category:South_Africa_and_the_Commonwealth_of_Nations "wikilink")
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Harry S. Truman 1948 presidential campaign
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[ "Democratic Party (United States) presidential campaigns", "Harry S. Truman", "Political history of the United States", "Presidency of Harry S. Truman" ]
In 1948, Harry S. Truman and Alben W. Barkley were elected president and vice president of the United States, defeating Republican nominees Thomas E. Dewey and Earl Warren. Truman, a Democrat and vice president under Franklin D. Roosevelt, had ascended to the presidency upon Roosevelt's death in 1945. He announced his candidacy for election on March 8, 1948. Unchallenged by any major nominee in the Democratic primaries, he won almost all of them easily; however, many Democrats like James Roosevelt opposed his candidacy and urged former Chief of Staff of the United States Army Dwight D. Eisenhower to run instead. Truman wanted U.S. Supreme Court Associate Justice William O. Douglas to be his running mate. Douglas declined, claiming a lack of political experience; in reality, his friend Thomas Gardiner Corcoran had advised him not to be a "number two man to a number two man". Senator Barkley's keynote address at the 1948 Democratic National Convention energized the delegates and impressed Truman, who then selected Barkley as his running mate. When the convention adopted Truman's civil rights plank in a close vote of 651+1⁄2 to 582+1⁄2, many Southern delegates walked out of the convention. After order was restored, a roll call vote gave Truman a majority of delegates to be the nominee; Barkley was nominated the vice-presidential candidate by acclamation. The Progressive Party nominated Henry A. Wallace, a former Democratic vice president, to run against Truman. Strom Thurmond, the governor of South Carolina, who had led a walkout of a large group of delegates from Mississippi and Alabama at the 1948 convention, also ran against Truman as a Dixiecrat, campaigning for states' rights. With a split of the Democratic Party, most polls and political writers predicted victory for Dewey and gave Truman little chance. During the campaign, Truman mostly focused on blaming the Republican-controlled Congress for not passing his legislation, calling it a "do-nothing Congress." In early September 1948, Truman conducted various whistle-stop tours across the nation, covering over 21,928 miles (35,290 km) on the Ferdinand Magellan railcar. Of all of the speeches which he gave during his whistle-stop tour, only about 70 were broadcast on the radio even locally, and only 20 of them were heard nationally. During the final days of the campaign, the Truman campaign released a film titled The Truman Story showing newsreel footage of the whistle-stop tour. Although he received some endorsements, including that of Screen Actors Guild president Ronald Reagan, most broadcasting companies were sure of Dewey's victory. Ultimately, Truman won with 303 electoral votes to Dewey's 189 and Thurmond's 39. Before the results were released, an early edition of the Chicago Daily Tribune wrongly anticipated the result with the headline "Dewey Defeats Truman". Time magazine later described an image of Truman holding the newspaper as the "greatest photograph ever made of a politician celebrating victory." Truman and Barkley were inaugurated on January 20, 1949. Truman's 1948 campaign and the election are most remembered for the failure of polls and Truman's upset victory. ## Background Harry S. Truman was born in Lamar, Missouri, in 1884. After graduating from Independence High School in 1901, he enrolled at the Spalding's Commercial College, but dropped out within a year. When the United States entered World War I in 1917, Truman joined Battery B, successfully recruiting new soldiers for the expanding unit, for which he was selected as their first lieutenant. By July 1918, he became commander of the newly arrived Battery D of the 129th Field Artillery, 35th Division. After the war, he was elected the Presiding Judge of Jackson County, Missouri, and later served as a senator from Missouri. As a senator, he was head of the Senate Special Committee to Investigate the National Defense Program, known as the Truman Committee. By 1944, most of the advisors of the incumbent President Franklin D. Roosevelt believed that he might not live out a fourth term and that his vice president would likely become the next president. Most of Roosevelt's advisors viewed the incumbent Vice President Henry A. Wallace as too liberal. In 1944, Roosevelt replaced Wallace from his ticket with Truman. Despite showing little interest in being vice president, Truman was selected by the 1944 Democratic National Convention as the nominee. The Roosevelt–Truman ticket won the presidential election, defeating the Republican ticket of Thomas E. Dewey and John W. Bricker. Truman was sworn in as vice president on January 20, 1945. He had been vice president for 82 days when Roosevelt died on April 12, making Truman the 33rd president. Truman later said: "I felt like the moon, the stars, and all the planets had fallen on me." Truman asked Roosevelt's cabinet members to remain in their positions, telling them he was open to their advice. He emphasized a central principle of his administration: he would be the one making the decisions, and they were to support him. During World War II, with the invasion of Japan imminent, he approved the schedule for dropping two atomic bombs to avoid a costly invasion of the Japanese mainland. It had been estimated the invasion could take a year and cause 250,000 to 500,000 American casualties. The United States bombed Hiroshima on August 6, and Nagasaki three days later, leaving approximately 105,000 dead; Japan agreed to surrender the following day. Truman said that attacking Japan in this way, instead of invading it, saved many lives on both sides. With the end of World War II, Truman implemented the Marshall Plan, allocating foreign aid for Western Europe. Apart from primaries and campaigning in 1948, Truman dealt with the Berlin Blockade, which is considered the first major diplomatic crisis of the Cold War. During Truman's presidency, his approval ratings had dropped from 80 percent in early 1945 to 30 percent in early 1947. The 1946 mid-term election alarmed Truman when Republicans won control of both houses of Congress for the first time since the 1920s. In 1947, Truman told his Secretary of Defense James Forrestal that, except for the "reward of service", he had found little satisfaction in being president. ## Gaining the nomination ### Preparing for a run In December 1947, former Vice President Wallace had announced via radio that he would seek the presidency in 1948 as a third-party candidate. He was dissatisfied with Truman's foreign policy, and in his announcement, made an attempt to link Truman to a war-oriented point of view. The previous year, Truman had demanded and received his resignation from the cabinet as the Secretary of Commerce. Due to his declining popularity, Truman had initially decided not to run. He considered former Chief of Staff of the Army General Dwight D. Eisenhower as an ideal candidate for the Democrats, and persuaded him to contest the presidency. In a public statement, however, Eisenhower declined all requests to enter politics, without disclosing his political party affiliation. Momentum among Americans for Democratic Action (ADA) members and politicians grew for the Draft Eisenhower movement – to the extent that some Democratic politicians began organizing a "Dump Truman" effort to persuade Eisenhower to run as a Democrat. According to Secretary of the Army Kenneth Royall, Truman even agreed to run as the vice-presidential nominee of Eisenhower, if he so desired, but all efforts to persuade him failed. In early 1948, Truman agreed to contest the presidency, asserting that he wanted to continue contributing to the welfare of the country. His advisor, Clark Clifford, later said that the greatest ambition Truman had was to be elected in his own right. His candidacy faced opposition within the Democratic Party from the progressive movement led by Wallace, and the states' rights movement led by South Carolina Governor Strom Thurmond. In November 1947, Democratic political strategist James H. Rowe wrote a memo titled "The Politics of 1948", highlighting the challenges and the road map for Truman's campaign. Clifford edited and presented the forty-three page confidential memo to Truman, which stated: "The Democratic Party is an unhappy alliance of Southern conservatives, Western progressives, and Big City labor." Rowe accurately predicted Dewey would win the Republican nomination, calling him a "resourceful, intelligent and highly dangerous candidate". Rowe also warned of the potential threat from Southern Democrats and Wallace. The Rowe–Clifford memo advised Truman to project himself as a strong liberal and focus his campaign primarily on urban blacks, labor, and farmers – who made up the core of the New Deal coalition. Although Truman did not trust Rowe because of their difference of opinion in the past, he endorsed the strategy. In his 1948 State of the Union address, Truman emphasized civil rights, saying: "Our first goal is to secure fully the essential human rights of our citizens." On March 8, 1948, Democratic National Committee Chair J. Howard McGrath officially declared Truman's candidacy. He said: "The president has authorized me to say, that if nominated by the Democratic National Convention, he will accept and run." The presidential primary contests began the next day with the New Hampshire primary. Truman won the support of all unpledged delegates unopposed. He faced little opposition in the primary contests, as he was the sole major contender. He won almost all the contests by comfortable margins, receiving approximately 64 percent of the overall vote. Despite his performance in the primaries, Gallup Poll indicated no matter how Truman might campaign, he would lose in November to any of four possible Republican nominees: Dewey, Arthur Vandenberg, Harold Stassen, or Douglas MacArthur. Historian and author Andrew Busch described the political scenario as: > Americans in 1948 had to render judgment on three major policy innovations. It was the first presidential election since depression, war, and the presence of FDR in which the nation could take stock of the New Deal direction of domestic policy. It was also the first election after the establishment of containment as the foreign policy of the United States and the first since Truman had made civil rights an important part of the federal policy agenda ... The presidential nominating system in 1948 was substantially different from the reformed system to which we are accustomed, and the differences were important. Primary elections influenced the nomination but did not control it; it was possible to seriously consider a genuine last-minute draft of a candidate; and the national conventions really mattered. ### Early developments In early June, the University of California, Berkeley invited Truman to accept an honorary doctorate. Truman converted his California trip to a whistle-stop train tour through eighteen strategic states, campaigning from June 3. The president's discretionary travel fund covered the costs because of a lack of donations to the Democratic National Committee. Truman referred to it as a "non-political trip". He focused on the eightieth Congress in his speeches, referring to it as "the worst congress". As his tour progressed, the crowds grew significantly, from approximately a thousand in Crestline, Ohio, to a hundred thousand in Chicago, Illinois. In Omaha, Nebraska, Truman's address at the Ak-Sar-Ben auditorium to the veterans of the 35th Division has been referred to as an embarrassment. The auditorium had a capacity of ten thousand, but fewer than two thousand attended. Organizers failed to publicize that the auditorium was open to the public and not just veterans of the 35th Division. Newspapers printed images of the nearly vacant auditorium, and columnists interpreted this as a further sign of Truman's dwindling popularity. The same day, Truman watched a parade in his presidential car with Roy J. Turner, the governor of Oklahoma. When Battery D of the 129th Field Artillery passed by, Truman joined the veterans of his World War I military unit and marched with them for half a mile. Two days later at Los Angeles, an estimated one million people gathered on Truman's way from the railroad station to the Ambassador Hotel. The Los Angeles Times reported that the crowd "clung to the roofs of buildings, jammed windows and fire escapes and crowded five deep along the sidewalk". Although Truman ran mostly unopposed in the primaries, the "Eisenhower craze" was in full swing among some Democrats a few weeks before the convention. Franklin D. Roosevelt's son, James Roosevelt, campaigned for Eisenhower to contest the nomination and take Truman's place on the ticket. Despite several refusals, Eisenhower was still being pursued by various political leaders. Several polling agencies suggested Eisenhower was likely to defeat Dewey if he ran in place of Truman. Reacting to this at a news conference on July 1, Truman said he would not withdraw his candidacy even though no one had seriously challenged him in a single Democratic primary. Still, Roosevelt made no secret of his intention to prevent Truman from becoming the nominee. Truman once told Roosevelt: "If your father knew what you were doing to me, he would turn over in his grave." With the convention approaching, Truman still had to decide on a running mate. He wanted one younger than him and strong on liberal issues. His initial choice was Supreme Court Justice William O. Douglas. Douglas was also the alternative candidate for most of the Eisenhower supporters, but he declined, claiming a lack of political experience; he also wanted to remain in the Supreme Court. His friend Thomas Gardiner Corcoran had suggested him not to be a "number two man to a number two man". A week before the convention, Roosevelt sent telegrams to all 1,592 delegates voting for the party nomination, asking them to arrive in Philadelphia two days early for a special Draft Eisenhower caucus attempting to make a strong joint appeal to Eisenhower. Columnist Drew Pearson wrote: "If the Democrats failed to get Ike [Eisenhower] to run, every seasoned political leader in the Democratic Party is convinced Harry Truman will suffer one of the worst election defeats in history." Humiliated by the draft, Truman called Roosevelt a "Demo-republican" and "double-dealer". After Eisenhower declined to run yet again, various ADA members unsuccessfully tried to persuade Douglas to contest the nomination, but many Truman supporters soon believed that Truman would be chosen as the Democratic nominee. ### Democratic convention The 1948 Democratic National Convention convened at the Philadelphia Convention Hall in Philadelphia, Pennsylvania, from July 12 to July 15. The crowd was smaller than the Republican National Convention held a few weeks earlier. Some delegates carried banners with the slogan "Keep American Human with Truman". Viewing the first televised Democratic National Convention from the White House, Truman heard Senator Alben W. Barkley of Kentucky deliver a keynote address that energized the delegates in the convention hall. After his speech, some delegates broke into a spontaneous demonstration and marched around the hall singing "My Old Kentucky Home" carrying banners inscribed with "Barkley for Vice-President". When Senator Howard McGrath asked Truman his views on the speech, Truman replied: "If Barkley is what the convention wanted for the vice presidency, then Barkley is my choice too." At 71, Barkley was older than Truman, and from Kentucky, neither of which helped to counteract the issue of Truman's age, nor bring a geographical balance to the ticket. But Barkley was immensely popular within the Democratic Party, and political experts wrote that his presence on the ticket would help to cement the fractious Democratic coalition. The following day, Truman called Barkley asking him to be his running mate, saying: "If I had known you wanted it the vice presidency, I certainly would have been agreeable." Barkley agreed to be his running mate. July 14 was scheduled for Truman's nomination and his acceptance speech. Before his arrival, the Southern delegates were agitated when the convention adopted Truman's civil rights plan, which supported equal opportunity in employment and in the military. Although Truman did not intend to alienate the South, many Southern delegates from Mississippi were sent with binding instructions to leave the convention if it did not endorse the states' rights plank. Soon after Senator Francis J. Myers read the civil rights plank, many Southern delegates rose in protest. They demanded the convention to endorse their states' rights plank, which specifically called for the power of states to maintain segregation. The convention adopted the civil rights plank in a vote of 651+1⁄2 to 582+1⁄2. Hubert Humphrey tried to control the situation with his "The Sunshine of Human Rights" address, saying: "We are not rushing on civil rights, we are 172 years late." Soon after, Thurmond led a walkout of a large group of delegates from Mississippi and Alabama, yelling "Goodbye Harry". The Washington Post's correspondent Marquis Childs later called the walkout of delegates the "liquidation of one of the major parties". Shortly after order was restored, Charles J. Bloch, a delegate from Georgia, shouted: "The South is no longer going to be the whipping boy of the Democratic Party," and called for the nomination of Senator Richard Russell as an alternative to Truman. The remaining delegates then voted for presidential nomination, which formally made Truman the Democratic nominee, with 947+1⁄2 delegates to Russell's 266. Although many remaining Southern delegates voted for Russell, a split vote in South Carolina gave the victory to Truman. Barkley was nominated as the vice-presidential nominee by acclamation. Truman was expected to deliver his acceptance speech at 10:00 p.m., but because of the walkout by some delegates the convention was behind schedule, and he did not give his speech until 2:00 a.m. on July 15. Truman began his speech, electrifying the delegates by directly attacking the Republican platform, and praising Barkley – who was considered the most popular man in the hall. He said: > I accept the nomination. And I want to thank this convention for its unanimous nomination of my good friend and colleague, Senator Barkley of Kentucky. He is a great man, and a great public servant. Senator Barkley and I will win this election and make these Republicans like it – don't you forget that! We will do that because they are wrong and we are right, and I will prove it to you in just a few minutes. He blamed the Republican-controlled Congress for not passing various of his legislative measures. Although he did not mention his opponent Dewey, he criticized the Republican platform, contrasting them for actions of the eightieth Congress. He said that he would call Congress back into session on July 26th, Turnip Day, to pass legislation ensuring civil rights and social security and establishing a national healthcare program. "They [Congress] can do this job in fifteen days if they want to do it," he challenged. The session came to be known as the Turnip Day Session. Describing his reference of the eightieth Congress, Newsweek reported: "Nothing short of a stroke of magic could infuse the remnants of the party with enthusiasm, but the magic he had; in a speech bristling with marching words, Mr. Truman brought the convention to its highest peak of excitement." American author and historian David Pietrusza later wrote that Truman's speech transformed a "hopelessly bedraggled campaign" into an "instantly energized effort capable of ultimate victory in November". He referred to the speech as the first great political speech of the television era, and wrote that it moved politics from the radio age to the "ascendancy of the visual, propelling images as well as words immediately into the homes of millions of Americans". ## Campaign ### Initial stages Soon after the convention Truman stated that the whole concept of his campaign was to motivate voters and galvanize support for the candidate and the party. Republicans charged Truman with crude politics asserting his call for a special session of Congress was the "act of a desperate man". Rather than directly attacking Dewey, Truman sought to continue blaming the Republican-controlled Congress. On July 17, the Southern delegates who bolted the Democratic Convention convened and nominated Thurmond as the official States' Rights Democratic Party presidential nominee, with Fielding L. Wright, the governor of Mississippi, as their vice-presidential nominee. They were soon nicknamed "Dixiecrats", and were perceived as a minor party having strong influence in the South. With the split within the Democratic Party, many pollsters believed Truman had little chance of winning. The initial issue Truman had to deal with was financing the campaign. The Democratic National Committee's funds were insufficient. Moreover, the Dewey campaign had released a collection of quotes from a few well-respected Democratic politicians saying that Truman could not win, reducing the number of donors. A meeting was held at the White House on July 22 to form the campaign finance committee. Truman stated he would travel all over the country after Labor Day, and address every stop on the tour to campaign and raise money. Soon after, the Democratic National Committee moved its headquarters from Philadelphia to New York City. Louis A. Johnson was named the campaign fundraiser and the finance chairman for the Democratic National Committee. With Truman's declining polling numbers, Johnson's fundraising was crucial for the campaign. William Loren Batt, a member of Combined Munitions Assignments Board, headed a new campaign research unit formed to focus on local issues and trends in the cities where Truman was expected to give speeches. A day before the special session of Congress, the Progressive Party formally nominated Wallace as their presidential nominee, with Glen H. Taylor, a senator from Idaho, as his running mate. Truman's close friend Oscar Ewing advised him to take his civil rights plan to its next logical step by desegregating the military by executive order rather than passing it through Congress. Considering the suggestion to be a dangerous move, Truman initially hesitated, asserting that Southern Democrats would oppose it. Ultimately, on July 26, 1948, Truman signed Executive Order 9980 creating a system of "fair employment practices" within the federal government without discrimination because of race, color, religion or national origin; and Executive Order 9981 re-integrating the segregated Armed Forces. The following day, in the special session of Congress, he called for action on civil rights, economy, farm support, education, and housing development. Republican legislators strongly opposed these measures, but the Dewey campaign partially supported Truman's civil rights plan, trying to separate themselves from the conservative record of Congress. On July 31 Truman and Dewey met for the first and only time during the campaign at the dedication of Idlewild Airport (now John F. Kennedy International Airport) in New York City. After speeches were given by both the major party candidates, Truman humorously whispered to Dewey: "Tom, when you get to the White House, for God's sake, do something about the plumbing." Truman selected the 1921 popular song "I'm Just Wild About Harry" as his campaign song. His opponents mockingly sang the parody song, with the title "I'm Just Mild About Harry". In early August, when the special session of Congress was about to end, Truman claimed in his weekly press conference that the eightieth Congress had failed to pass legislation he had proposed to curb inflation. When a reporter asked him, "Do you think it [Congress] had been a 'do-nothing' Congress?" Truman replied, "Entirely". In a memo to Clark Clifford, Batt provided an overview of events and challenges that the Truman campaign might face. He suggested Truman to campaign in close contact with voters both in August and after Labor Day in September. At the outset of the fall campaign, Truman's advisers urged him to focus on critical states decided by narrow margins in 1944, and make his major addresses in the twenty-three largest metropolitan areas. It was decided he should make three long campaign tours – one each through the Midwest, the far West, and the Northeast – and a shorter trip to the South. ### Whistle-stop tour Truman formally began his campaign on Labor Day with a one-day tour of Michigan and Ohio. In a speech at Grand Rapids, Michigan, he attacked Republicans, claiming that few "special privilege" groups controlled them. Grand Rapids was a Republican stronghold, yet around 25 thousand people attended to listen to him. His six stops in Michigan drew approximately half a million people. On September 13, a fundraiser was held at the White House with about 30 invited potential donors. Truman asked them for help, saying his campaign did not have the funds to buy radio time, and often had to cut an important part of a speech as a result. He began his whistle-stop tour in an 83-foot (25 m) train called the Ferdinand Magellan on September 17. While boarding the train, Senator Barkley asked him if he was to carry the fight to the Republicans, to which Truman replied: "We're going to give 'em hell". Apart from Truman and his campaign team, about a hundred other officials boarded the train, including many journalists. Clifford, David Bell, George Elsey, and Charles Murphy were responsible for writing Truman's major speeches. The tour was divided into three segments – first cross-country to California for fifteen days, a six-day tour of the Middle West, followed by a final ten days in the Northeast with a return trip to Missouri. Initially, Truman planned to travel in all 48 states but later decided to campaign only in swing states and Democratic-leaning states, avoiding Deep South states that heavily favored Dixiecrats. The train departed on September 17 from Pittsburgh, and headed west. The first major stop was in Dexter, Iowa, where Truman delivered a speech on September 18 at the National Plowing Contest. He appealed to farmers and average Americans by dressing like a farmer in shirtsleeves and sitting down next to a group of farmers at a large picnic table. He called the Republican Party "gluttons of privilege", and said the Democratic Party represents the common people. He said: "I'm not asking you to vote for me, vote for yourselves, vote for your farms, vote for the standard of living you have won under a Democratic administration." Meanwhile, Dewey was also conducting a whistle-stop tour on his train titled the "Dewey Victory Special". Thousands attended his speeches, but author Zachary Karabell wrote that the crowd could hardly be called excited; they had no intensity or sense of the importance of the moment. While campaigning, both major candidates did not mention each other by name, but attacked the other's platform. Truman continued blaming the "do nothing" Congress and called Republicans a special-interest group. Author Donald R. McCoy observed that: "[Truman's] voice was flat and nasal, his prepared texts were often stilted, and his gestures were limited to chopping hand motions, which were not always appropriate to what he was saying." During a speech in Salt Lake City, he said: "Selfish men have always tried to skim the cream from our natural resources to satisfy their own greed. And ... [their] instrument in this effort has always been the Republican Party." In a busy schedule, Truman delivered four or five speeches a day. Most of the train stops featured a local brass band that played "Hail to the Chief" or the "Missouri Waltz". Robert Donovan, a correspondent at the New York Herald Tribune, later characterized Truman's campaign as "sharp speeches fairly criticizing Republican policy and defending New Deal liberalism". In shorter speeches of about ten minutes, he praised and endorsed the local candidate for congressional election, and gave the rest of the speech covering local and general topics. The size of the crowd increased in each subsequent town as people started seeing Truman as a fearless underdog. His speeches were not covered extensively by radio or television. During one speech, a man from the crowd yelled, "Give 'em hell, Harry!", as the news accounts of his promise to Barkley spread across the country. Truman replied: "I don't give them Hell. I just tell the truth about them, and they think it's Hell." Soon after, many people started yelling and repeating "Give 'em hell, Harry!", which by late September had become a well-known campaign slogan. While Truman campaigned on the train, Senator Barkley traveled by airplane and campaigned across the nation, though he also avoided campaigning in the Deep South. While addressing a crowd of about a hundred thousand on September 28 in Oklahoma, Truman answered the Republican charges of communism in government. He called that the charges were a "smoke screen" of Republican tactics to hide their failure to deal with other issues. Considering the importance of a speech and its effect on the campaign, the Democratic National Committee decided to pay for nationwide radio time. The next day, Truman gave his hundredth speech from the rear platform of the train. He spoke at sixteen stops, addressing more than half a million people. During the early days of October, Truman kept his specific attacks on the Congress, backed up with the daily facts supplied by Batt's research team. On October 11, he gave eleven speeches at different stops over fifteen hours. While addressing a crowd at Springfield, Illinois, the next day, he claimed Democrats to be "practical folks", and said that Republicans are afraid to tell the people their stand on specific issues. He remarked: "The Republicans know they can't run on their record – that record is too bad. But you ought to know about their record. And since they won't tell you, I will." In his letter to his sister, Mary Jane, Truman asserted his firm belief in their victory. He wrote: "We've got 'em on the run and I think we'll win." By the end of his tour, he had delivered 352 speeches covering 21,928 miles (35,290 km). Truman campaigned much more actively than Dewey. Although the candidates had only a slight difference in the number of states visited, Truman had a clear lead in the number of campaign stops, having made 238 stops to Dewey's 40. ### Media and polls; the final days As Truman's whistle-stop tour continued the size of the crowd increased. The large, mostly spontaneous gatherings at Truman's whistle-stop events were an important sign of a change in the campaign's momentum, but this shift mostly went unnoticed by polling agencies. Except for Louis H. Bean and Survey Research Center's (SRC) polls, most of the other polls conducted during the fall campaign polled Dewey having a decisive lead over Truman. Dewey's campaign strategy was to avoid major mistakes and act presidential, which likely helped keep his polling numbers high. Elmo Roper, a major pollster, announced that his organization would discontinue polling since it had already predicted Dewey's victory by a large majority of electoral votes. He said that his whole inclination was to predict Dewey's victory by a heavy margin, and wanted to devote his time and efforts in other things. His latest poll showed Dewey leading by an "unbeatable" 44 percent to Truman's 31 percent. In early October, when Newsweek in an election survey asked fifty major political writers their prediction, all of them chose Dewey to win. When Truman received the article, he said: "I know every one of these fifty fellows. There isn't a single one of them has enough sense to pound sand in a rat hole." Truman's wife, Bess Truman, was doubtful of Truman's victory, and even asked White House aide Tom Evans: "Does he [Truman] really think he can win?" Editors of major media corporations predicted that, in the wake of the expected Democratic defeat nationally, the South would regain its influence in the Democratic Party. Of all the speeches Truman gave in September and October, only about seventy were broadcast on the radio even locally; twenty were heard nationally. The New York Herald Tribune reported: "The voters are turning out to see the President of the United States; turning out in larger numbers than they will see candidate Dewey." Most of the major newspapers like The New York Times, the Los Angeles Times, and The Washington Star endorsed Dewey. The only major editorial endorsing Truman was The Boston Post, under the heading "Captain Courageous". The Boston Post called Truman "humbly honest, homespun and doggedly determined to do what is best for America as Abraham Lincoln". Truman arrived back at the White House in early October and conducted some meetings with the Democratic National Committee's research division. On October 3, Truman met with the campaign team to discuss strategy and concluded that the campaign needed a new approach to illustrate his effort for peace and security in the world. He decided to send Chief Justice Fred M. Vinson on a diplomatic mission to Moscow attempting to negotiate an end to the Cold War with Soviet premier Joseph Stalin. Vinson initially disagreed, asserting that members of the court should confine themselves to their duties, especially in an election year, but he finally agreed to go. As soon as the news of Truman's "Vinson mission" was released, several of his advisors, including Clifford and Elsey, vehemently opposed it, resulting in Truman immediately withdrawing the plan. Several editors and columnists accused Truman for appeasing the Soviet Union by using foreign policy for political gain. Time magazine wrote: "His attempted action was shocking because it showed that he had no conception whatever of the difference between the President of the United States and a U.S. politician." Even many Democrats strongly anticipated a victory for Dewey and did not campaign to obtain votes for Truman. On October 10, Truman continued with the final segment of his whistle-stop tour by visiting rural counties in Ohio, Indiana, and Wisconsin. The same day, he received a telegram from Thurmond insisting on a debate, but Truman's campaign ignored it as Thurmond's polling numbers were under two percent, even less than Wallace. The next day, Dewey also went on a seven-day tour of the Midwest. With no policies from Dewey to rebut, Truman focused on making campaign promises. As his tour progressed, a crowd of several thousand waited hours for Truman at various stops. Assured of his victory, Truman said that there are going to be "a lot of surprised pollsters". His direct approach stood out more favorably compared to Dewey's strategy. Truman discussed specific issues and solutions, while Dewey mostly discussed general problems. With two weeks to election day, polls showed Dewey's lead reduced by six percent, yet polling within the Truman campaign showed Truman winning with 340 electoral votes to Dewey's 108 and Thurmond's 42. Truman moved closer to the progressive left, drawing crowds with Wallace's message. At the packed Chicago Stadium, he delivered a speech to a crowd of 24,000, considered to be his most influential speech during the campaign. One author of the speech, David Noyes, later said that its aim "was to provoke Dewey into fighting back, a strategy Truman accepted". Days before the election, he campaigned in Massachusetts at various stops attended by millions of people. The campaign team released a film called The Truman Story on October 27, using existing newsreel footage of his whistle-stop tour. It was an instant success compared to The Dewey Story, released by the Republican campaign team. On October 31, two days before election day, former First Lady Eleanor Roosevelt urged voters to vote for Truman in a nationally broadcast radio address. Soon after, various leading authors, including Nobel Prize winner Sinclair Lewis, endorsed Truman. The president of Screen Actors Guild, Ronald Reagan, also endorsed him, saying he was "more than a little impatient with those promises the Republicans made before they got control of Congress a couple of years ago". ## Election day On the afternoon of election day, Truman went to the Elms Hotel to stay away from the media; only his family and the Secret Service knew his location. Assured of Dewey's victory, the head of the Secret Service, James Maloney, reached New York to provide security to him. About 9:00 p.m., just before Truman was about to retire, he called his advisor Jim Rowley to his room, and asked to be wakened if anything important happened. Initial counting showed Truman leading in the popular vote, but news commentators predicted a Dewey victory. Sometime near midnight, Truman woke up, switched on the radio, and heard the National Broadcasting Company commentator H. V. Kaltenborn saying: "Although the president is ahead by 1,200,000 votes, he is undoubtedly beaten." At four in the morning, Rowley woke Truman saying "We've won!" At 9:30 a.m. he was declared the winner in Illinois and California. Truman received 303 electoral votes to Dewey's 189 and Thurmond's 39. He narrowly carried Ohio, Illinois, and California, the three most crucial states to both the campaigns. He won 28 states and 49+1⁄2 percent of the popular vote. In congressional races, Democrats won control of both the houses with 54 Senate seats for the Democrats and 42 for the Republicans. In the House of Representatives the Democratic victory was overwhelming: 263 seats to 171. In an upset defeat, Dewey officially conceded at 11:00 a.m. on November 3. Truman's triumph astonished the nation and most of the pollsters. On its cover Newsweek called Truman's victory startling, astonishing and "a major miracle". Truman became the first candidate to lose in a Gallup Poll but win the election. His close friend Jerome Walsh recalls Truman on the election night: > He [Truman] displayed neither tension nor elation. For instance someone remarked bitterly that if it hadn't been for Wallace, New York and New Jersey would have gone Democratic by good majorities. But the President dismissed this with a wave of his hand. As far as Henry was concerned, he said, Henry wasn't a bad guy; he was doing what he thought was right and he had every right in the world to pursue his course. In his victory speech on November 3, he called it "a victory by the Democratic party for the people". An early edition of the Chicago Daily Tribune had printed the headline DEWEY DEFEATS TRUMAN, boldly anticipating a victory for Dewey. On November 4 Truman stepped out onto the rear platform of the Ferdinand Magellan during a brief stop in St. Louis, Missouri. Holding the Chicago Daily Tribune he posed for reporters to capture the moment. Time magazine later called it the "greatest photograph ever made of a politician celebrating victory". Author and Truman's biographer David McCullough later wrote: > Like some other photographs of other presidents – of Theodore Roosevelt in a white linen suit at the controls of a steam shovel in Panama, or Woodrow Wilson at Versailles, or Franklin Roosevelt, chin up, singing an old hymn beside Winston Churchill on board the Prince of Wales in the dark summer of 1941 – this of Harry Truman in 1948 would convey the spirit of both the man and the moment as almost nothing else would. ### Results Source - Electoral Vote: - Popular Vote: ## Aftermath and legacy President Truman and Vice President-elect Barkley were inaugurated on January 20, 1949 – the first nationally televised inauguration. In his second term as president, Congress ratified the 22nd Amendment, making a president ineligible for election to a third term or for election to a second full term after serving more than two remaining years of a term of a previously elected president. As Truman was eligible to run in 1952, he contested the New Hampshire primaries, but lost to Senator Estes Kefauver. During the Korean War, his approval rating had dropped to approximately twenty percent. A few days after the New Hampshire primary, Truman formally announced he would not seek a second full term. Truman was eventually able to persuade Adlai Stevenson to run, and the governor gained the nomination at the 1952 Democratic National Convention. Stevenson lost the 1952 presidential election to the Republican nominee – Dwight D. Eisenhower – in a landslide. Truman's 1948 campaign and the election are most remembered for the failure of polls, which predicted an easy win for Governor Dewey. One reason for the press's inaccurate projection was that polls were conducted primarily by telephone, but many people, including much of Truman's populist base, did not own a telephone. The Gallup Poll had assumed that the final stages of the campaign would have no significant impact on the result. However, post-election surveys concluded that one of every seven voters had made up their mind within the last fortnight of the campaign. The Social Science Research Council report stated: "the error in predicting the actual vote from expressed intention to vote was undoubtedly an important, although not precisely measurable, part of the over-all error of the forecast." Truman single-handedly coordinated his campaign, making a direct appeal to farmers, who traditionally voted for the Republican Party. Leverett Saltonstall, a Republican senator from Massachusetts, argued that overconfidence had led the Republicans to "put on a campaign of generalities rather than interesting the people in what a Republican administration could and would do for them if elected". The Rowe–Clifford memo was later described by The Washington Post as "one of this century's most famous political memorandums". Author Irvin Ross argued that Truman's success in holding together the Roosevelt coalition helped him organize a successful campaign. McCullough noted that when it came to his message, Truman had just one strategy: "attack, attack, attack, carry the fight to the enemy's camp". Years later, President Lyndon B. Johnson, who was first elected to the senate in the 1948 election, said: > The American people love Harry Truman, not because he gave them hell, but because he gave them hope. ## See also
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May Revolution
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[ "1810 in Argentina", "1810 in the Viceroyalty of the Río de la Plata", "19th century in Buenos Aires", "19th-century revolutions", "Age of Enlightenment", "Argentine War of Independence", "Conflicts in 1810", "May 1810 events", "May Revolution", "Nonviolent revolutions", "Peninsular War", "Revolutions in Argentina" ]
The May Revolution (Spanish: Revolución de Mayo) was a week-long series of events that took place from May 18 to 25, 1810, in Buenos Aires, capital of the Viceroyalty of the Río de la Plata. This Spanish colony included roughly the territories of present-day Argentina, Bolivia, Paraguay, Uruguay, and parts of Brazil. The result was the removal of Viceroy Baltasar Hidalgo de Cisneros and the establishment of a local government, the Primera Junta (First Junta), on May 25. The May Revolution was a direct reaction to Napoleon's invasion of Spain. In 1808, King Ferdinand VII of Spain abdicated in favor of Napoleon, who granted the throne to his brother, Joseph Bonaparte. A Supreme Central Junta led resistance to Joseph's government and the French occupation of Spain, but eventually suffered a series of reversals that resulted in the Spanish loss of the northern half of the country. On February 1, 1810, French troops took Seville and gained control of most of Andalusia. The Supreme Junta retreated to Cádiz, formed the Council of Regency of Spain and the Indies to govern, and dissolved itself. News of these events arrived in Buenos Aires on May 18, brought by British ships. Viceroy Cisneros tried to maintain the political status quo, but a group of criollo lawyers and military officials organized an open cabildo (a special meeting of notables of the city) on May 22 to decide the future of the Viceroyalty. The Regency of Spain was the prelude to the Spanish Cortes of Cádiz of 1810 and the Spanish Constitution of 1812. All of these Spanish governments considered the Argentine Junta to be insurgent and denied it any legitimacy to govern the territories of the viceroyalty. At the other end, delegates of the Junta refused to recognize the Council of Regency in Spain and established a junta to govern in place of Cisneros, as the government that had appointed him Viceroy no longer existed. To maintain a sense of continuity, Cisneros was initially appointed president of the Junta. However, this caused much popular unrest, and so Cisneros resigned under pressure on May 25. The newly formed government, the Primera Junta, included only representatives from Buenos Aires and invited other cities of the Viceroyalty to send delegates to join them. The revolutionary army began the war and this resulted in the outbreak of a secessionist Civil war between the regions that accepted the outcome of the events at Buenos Aires and those that remained loyal to Spain. The May Revolution began the Argentine War of Independence, although no declaration of independence from Spain was issued at the time and the Primera Junta continued to govern in the name of the king, Ferdinand VII, as a subordinate king to popular sovereignty. As similar events occurred in many other cities of the continent, the May Revolution is also considered one of the early events of the Spanish American wars of independence. The question of the mask of Ferdinand is particularly controversial in Argentinean History. Historians today debate whether the revolutionaries were truly loyal to the Spanish crown, or whether the declaration of fidelity to the king was a necessary ruse to conceal the true objective—to achieve independence—from a population that was not yet ready to accept such a radical change, but there is strong evidence of the truly loyal to the Spanish crown. The Argentine Declaration of Independence was issued at the Congress of Tucumán on July 9, 1816. ## Causes ### International causes The U.S. declaration of independence from Great Britain in 1776 led criollos (Spanish peoples born in the Americas) to believe that revolution and independence from Spain were feasible. Between 1775 and 1783, the American patriots of the Thirteen Colonies waged a war against both the local loyalists and the Kingdom of Great Britain, eventually establishing a republican government in the place of a constitutional monarchy. The fact that Spain had aided the colonies during their war with Britain weakened the idea that it would be a crime to end one's allegiance to the parent state. The ideals of the French Revolution of 1789 spread across Europe and the Americas as well. The overthrow and execution of King Louis XVI and Queen Marie Antoinette ended centuries of monarchy and removed the privileges of the nobility. Liberal ideals in the political and economic fields developed and spread through the Atlantic Revolutions across most of the Western world. The concept of the divine right of kings was questioned by the French Declaration of the Rights of Man and of the Citizen, by the oft-quoted statement that "all men are created equal" in the United States Declaration of Independence and even by the Spanish church. However, the spread of such ideas was forbidden in the Spanish territories, as was the sale of related books or their unauthorized possession. Spain instituted those bans when it declared war on France after the execution of Louis XVI and retained them after the peace treaty of 1796. News of the events of 1789 and copies of the publications of the French Revolution spread around Spain despite efforts to keep them at bay. Many enlightened criollos came into contact with liberal authors and their works during their university studies, either in Europe or at the University of Chuquisaca (modern Sucre). Books from the United States found their way into the Spanish colonies through Caracas, owing to the proximity of Venezuela to the United States and the West Indies. The Industrial Revolution started in Britain, with the use of plateways, canals and steam power. This led to dramatic increases in the productive capabilities of Britain, and created a need for new markets to sell its products. The Napoleonic Wars with France made this a difficult task, after Napoleon imposed the Continental System, which forbade his allies and conquests to trade with Britain. Thus Britain looked to new sources of trade, including Spain's colonies in South America, but could not do so because the colonies were restricted to trade only with Spain. To achieve this economic objective, Britain initially tried to invade Rio de la Plata and capture key cities in Spanish America. When that failed, they chose to promote the Spanish-American aspirations of emancipation from Spain. The mutiny of Aranjuez in 1808 led King Charles IV of Spain to abdicate in favor of his son, Ferdinand VII. Charles IV requested that Napoleon restore him to the throne; instead, Napoleon crowned his own brother, Joseph Bonaparte, as the new Spanish King. These events are known as the Abdications of Bayonne. Joseph's coronation was met with severe resistance in Spain, which started the Peninsular War, and the Supreme Central Junta took power in the name of the absent king. This also led to Spain switching alliances from France to Britain. France eventually invaded Sevilla, and a Council of Regency based in Cadiz replaced the disbanded Supreme Central Junta. ### National causes Spain forbade its American colonies to trade with other nations or foreign colonies, and imposed itself as the only buyer and vendor for their international trade. This situation damaged the viceroyalty, as Spain's economy was not powerful enough to produce the huge supply of goods that the numerous colonies would need. This caused economic shortages and recession. The Spanish trade routes favored the ports of Mexico and Lima, to the detriment of Buenos Aires. As a result, Buenos Aires smuggled those products that could not be obtained legitimately. Most local authorities allowed this smuggling as a lesser evil, even though it was illegal, and it occasionally equalled in volume the legal commerce with Spain. Two antagonistic factions emerged: the landowners wanted free trade so they could sell their products abroad, while the merchants, who benefited from the high prices of smuggled imports, opposed free trade because prices would come down. The Spanish monarchy appointed their own candidates to most of the political offices in the viceroyalty, usually favoring Spaniards from Europe. In most cases, the appointees had little knowledge of or interest in local issues. Consequently, there was a growing rivalry between criollos and peninsulars (those born in Spain). Most criollos thought that peninsulars had undeserved advantages and received preferential treatment in politics and society. The lower clergy had a similar sentiment about the higher echelons of the religious hierarchy. Events developed at a slower pace than in the United States independence movement. This was in part because the clergy controlled the entire educational system in Spanish America, which led the population to hold the same conservative ideas and follow the same customs as in Spain. Buenos Aires and Montevideo were captured and recaptured during the British invasions. In 1806, a small British army led by William Carr Beresford managed to occupy Buenos Aires for a brief time; a Montevidean army led by Santiago de Liniers recaptured the city. The following year, a larger army seized Montevideo, but was overwhelmed by the forces of Buenos Aires; the British capitulated and returned Montevideo to the viceroyalty. There was no aid from Spain during either invasion. Liniers organized criollo militias during the preparations for the second invasion, in spite of the prohibition against them. The Patricios Regiment, led by Cornelio Saavedra, was the biggest criollo army. These events gave criollos military power and political influence that they did not have before and, since the victory was achieved without any help from Spain, it boosted criollo confidence in their independent capabilities. The Portuguese royal family left Europe and settled in their colony of Brazil in 1808, after their escape from the Napoleonic invasion of Portugal. Carlota Joaquina, sister of Ferdinand VII, was the wife of the Portuguese prince regent, but had her own political projects. As she avoided the later capture of the Spanish royal family, she attempted to take charge of the viceroyalty as regent. This political project, known as Carlotism, sought to prevent a French invasion of the Americas. A small secret society of criollos, composed of politicians such as Manuel Belgrano and Juan José Castelli, and military leaders such as Antonio Beruti and Hipólito Vieytes, supported this project. They considered it an opportunity to get a local government instead of a European one, or a step towards a potential declaration of independence. The project was resisted by Viceroy Liniers, most peninsulars, and some criollos, including Cornelio Saavedra and the lawyers Mariano Moreno and Juan José Paso. They suspected that it concealed Portuguese expansionist ambitions over the region. The supporters of Carlota Joaquina intended her to head a constitutional monarchy, whereas she wanted to govern an absolute monarchy; these conflicting goals undermined the project and led to its failure. Britain, which had a strong influence in the politics of the Portuguese Empire, opposed the project as well: they did not want Spain split into several kingdoms, and considered Carlota Joaquina unable to prevent this. ## Prelude ### Liniers government After the British invasion of 1806, Santiago de Liniers successfully reconquered Buenos Aires. The population did not allow Rafael de Sobremonte to continue as Viceroy. He had escaped to Cordoba with the public treasury while the battle was still in progress. A law enacted in 1778 required the treasury to be moved to a safe location in the case of a foreign attack, but Sobremonte was still seen as a coward by the population. The Royal Audiencia of Buenos Aires did not allow his return to Buenos Aires and elected Liniers, acclaimed as a popular hero, as an interim Viceroy. This was an unprecedented action, the first time that a Spanish viceroy was deposed by local government institutions, and not by the King of Spain himself; King Charles IV ratified the appointment at a later time. Liniers armed the entire population of Buenos Aires, including criollos and slaves, and defeated a second British invasion attempt in 1807. The Liniers administration was popular among criollos, but not among peninsulars such as the merchant Martín de Álzaga and the Governor of Montevideo, Francisco Javier de Elío. They requested the Spanish authorities appoint a new viceroy. In the wake of the outbreak of the Peninsular War, de Elío created the Junta of Montevideo, which would scrutinise all the orders from Buenos Aires and reserve the right to ignore them, but did not openly deny the authority of the Viceroy or declare Montevideo independent. Martín de Álzaga began a mutiny to remove Liniers. On January 1, 1809, an open cabildo (an extraordinary meeting of vecinos, prominent people of the city) chaired by Álzaga demanded the resignation of Liniers and the appointment of a local junta. The Spanish militia and a group of people summoned by the meeting gathered to support the rebellion. A small number of criollos, notably Mariano Moreno, supported the mutiny, but most of them did not. They felt that Álzaga wanted to remove the Viceroy to avoid his political authority while keeping the social differences between criollos and peninsulars unchanged. The riot was quickly routed when criollo militias led by Cornelio Saavedra surrounded the plaza and dispersed the rebels. As a result of the failed mutiny, the rebel militias were disarmed. This included all peninsular militias, and the power of the criollos increased as a result. The leaders of the plot, with the exception of Moreno, were exiled to Carmen de Patagones. Javier de Elío freed them and gave them political asylum at Montevideo. ### Cisneros government The Supreme Central Junta replaced Liniers with the naval officer Baltasar Hidalgo de Cisneros, a veteran of the Battle of Trafalgar, to end the political turmoil in the Río de la Plata. He arrived in Montevideo in June 1809 for the handover. Manuel Belgrano proposed that Liniers should resist on the grounds that he had been confirmed as Viceroy by a King of Spain, whereas Cisneros lacked such legitimacy. The criollo militias shared Belgrano's proposal, but Liniers handed over the government to Cisneros without resistance. Javier de Elío accepted the authority of the new Viceroy, and dissolved the Junta of Montevideo. Cisneros rearmed the disbanded peninsular militias, and pardoned those responsible for the mutiny. Álzaga was not freed, but his sentence was commuted to house arrest. There was concern about events in Spain and about the legitimacy of local governors in Upper Peru as well. On May 25, 1809, the Chuquisaca Revolution deposed Ramón García de León y Pizarro as Governor of Chuquisaca and replaced him with Juan Antonio Alvarez de Arenales. On July 16, the La Paz revolution, led by Colonel Pedro Domingo Murillo, deposed the Governor of La Paz and elected a new junta. A swift reaction from the Spanish authorities defeated those rebellions. An army of 1,000 men sent from Buenos Aires found no resistance at Chuquisaca, took control of the city and overthrew the Junta. Murillo tried to defend La Paz, but his 800 militiamen were completely outnumbered by the more than 5,000 soldiers sent from Lima. He and the other leaders were later beheaded, and their heads were exhibited as a deterrent. These measures contrasted sharply with the pardon that Martín de Álzaga and others had received after a short time in prison, and the resentment of criollos against the peninsulars deepened. Juan José Castelli was present at the deliberations of the University of Chuquisaca, where Bernardo Monteagudo developed the Syllogism of Chuquisaca, a legal explanation to justify self-governance. This influenced his ideas during the "May Week". On November 25, 1809, Cisneros created the Political Surveillance Court to persecute afrancesados (supporters of Joseph Bonaparte) and independentists. However, he rejected economist José María Romero's proposal to banish a number of people considered dangerous to the Spanish regime, such as Saavedra, Paso, Vieytes, Castelli and Moreno, among others. Romero warned Cisneros against spreading news that might be considered subversive. Criollos felt that soon any pretext would be enough to lead to the outbreak of revolution. In April 1810, Cornelio Saavedra advised to his friends: "it's not time yet, let the figs ripen and then we'll eat them". He meant that he would not support rushed actions against the Viceroy, but would do so at a strategically favorable moment, such as when Napoleon's forces gained a decisive advantage in their war against Spain. ## May Week The May Week was the period of time in Buenos Aires which began with the confirmation of the fall of the Supreme Central Junta and ended with the dismissal of Cisneros and the establishment of the Primera Junta. On 14 May 1810, the schooner HMS Mistletoe arrived at Buenos Aires with European newspapers that reported the dissolution of the Supreme Central Junta the previous January. The city of Seville had been invaded by French armies, which were already dominating most of the Iberian Peninsula. The newspapers reported that some of the former members of the Junta had taken refuge on the Isla de León in Cadiz. This was confirmed in Buenos Aires on May 17, when the British ship John Parish arrived in Montevideo; the most recent newspapers reported that members of the Supreme Central Junta had been dismissed. The Council of Regency of Cadiz was not seen as a successor of the Spanish resistance but as an attempt to restore absolutism in Spain. The Supreme Central Junta was seen as sympathetic to the new ideas. South American patriots feared both a complete French victory in the peninsula and an absolutist restoration. Cisneros monitored the British ships and seized their newspapers to conceal the news, but a newspaper came into the hands of Belgrano and Castelli. They spread the news among other patriots and challenged the legitimacy of the Viceroy, who had been appointed by the fallen junta. When Cornelio Saavedra, head of the regiment of Patricians, was informed of this news, he decided that it was finally the ideal time to take action against Cisneros. Martín Rodríguez proposed to overthrow the Viceroy by force, but Castelli and Saavedra rejected this idea and proposed the convening of an open cabildo. ### Friday, May 18 and Saturday, May 19 Although Viceroy Cisneros attempted to conceal the news of the Spanish defeat, the rumor had already spread throughout Buenos Aires. Most of the population was uneasy; there was high activity at the barracks and in the Plaza, and most shops were closed. The "Café de Catalanes" and the "Fonda de las Naciones", frequent criollo meeting places, became venues for political discussions and radical proclamations; Francisco José Planes shouted that Cisneros should be hanged in the Plaza as retribution for the execution of the leaders of the ill-fated La Paz revolution. People who sympathized with the absolutist government were harassed, but the fights were of little consequence because nobody was allowed to take muskets or swords out of the barracks. The Viceroy, trying to calm the criollos, gave his own version of events in a proclamation. He asked for allegiance to King Ferdinand VII, but popular unrest continued to intensify. He was aware of the news, but only said that the situation on the Iberian Peninsula was delicate; he did not confirm the fall of the Junta. His proposal was to make a government body that would rule on behalf of Ferdinand VII, together with Viceroy of Peru José Fernando de Abascal y Sousa, Governor of Potosí Francisco de Paula Sanz and President of the Royal Audiencia of Charcas Vicente Nieto. Not fooled by the Viceroy's communiqué, some criollos met at the houses of Nicolás Rodríguez Peña and Martín Rodríguez. During these secret meetings, they appointed a representative commission composed of Juan José Castelli and Martín Rodríguez to request that Cisneros convene an open cabildo to decide the future of the Viceroyalty. During the night of May 19 there were further discussions at Rodríguez Peña's house. Saavedra, called by Viamonte, joined the meeting, which involved military and civilian leaders. They arranged that Belgrano and Saavedra would meet with Juan José de Lezica, the senior alcalde (municipal magistrate), while Castelli would meet with the procurator Julián de Leiva, to ask for their support. They asked the Viceroy to allow an open cabildo, and said that if it was not freely granted the people and the criollo troops would march to the Plaza, force the Viceroy to resign by any means necessary, and replace him with a patriot government. Saavedra commented to Lezica that he was suspected of betrayal because of his constant requests for cautious and measured steps. This comment was designed to pressure Lezica into speeding up the legal system to allow the people to express themselves, or otherwise risk a major rebellion. Lezica asked for patience and time to persuade the Viceroy, and leave a massive demonstration as a last resort. He argued that if the Viceroy was deposed in that way, it would constitute a rebellion, which would turn the revolutionaries into outlaws. Manuel Belgrano gave the following Monday as the deadline to confirm the open cabildo before taking direct action. Leiva would later act as a mediator, being both a confidante of Cisneros and a trusted negotiator for the more moderate revolutionaries. ### Sunday, May 20 Lezica informed Cisneros of the request for an open cabildo and the Viceroy consulted Leiva, who spoke in favor of it. The Viceroy summoned military commanders to come to the fort at 7 pm, to demand military support. There were rumors that it could be a trap to capture them and take control of the barracks. To prevent this, they took command of the grenadiers that guarded the Fort and seized the keys of all entrances while meeting with the Viceroy. Colonel Cornelio Saavedra, head of the Regiment of Patricios, responded on behalf of all the criollo regiments. He compared the current international situation with that prevailing at the time of the mutiny of Álzaga over a year earlier, pointed out that Spain was now almost entirely under Napoleonic control and that the undefeated Spanish provinces were very small in comparison with the Americas. He rejected the claim of sovereignty of Cadiz over the Americas, and concluded that the local armies wanted to look after themselves, rather than following the fate of Spain. Finally, he pointed out that the Supreme Central Junta that appointed Cisneros as Viceroy no longer existed, so he rejected Cisneros' legitimacy as Viceroy and denied him the protection of the troops under his command. Castelli and Martín Rodríguez moved to the Fort for an interview with Cisneros. Juan Florencio Terrada, commander of the Infantry Grenadiers, joined them, because their barracks were located under Cisneros' window, and his presence would not allow the Viceroy to request military aid to take Castelli and Martín Rodríguez prisoners. The guards let them pass unannounced, and they found Cisneros playing cards with Brigadier Quintana, prosecutor Caspe and aide Coicolea. Castelli and Rodríguez demanded once again the convening of an open cabildo, and Cisneros reacted angrily, considering their request an outrage. Rodríguez interrupted him and forced him to give a definitive answer. After a short private discussion with Caspe, Cisneros reluctantly gave his consent. That night, many of the revolutionaries attended a theatre production on the theme of tyranny, called Rome Saved. The lead actor was Morante, playing Cicero. The police chief requested Morante to feign illness and not appear, so that the play could be replaced with Misanthropy and Repentance by the German novelist and playwright August von Kotzebue. Rumors of police censorship spread quickly; Morante ignored the request and performed the play as planned. In the fourth act, Morante made a patriotic speech, about the Gaul threat to Rome (the Gauls are ancestors of the French people) and the need for strong leadership to resist the danger. This scene lifted the revolutionaries' spirits and led to frenzied applause. Juan José Paso stood up and cried out for the freedom of Buenos Aires, and a small fight ensued. After the play, the revolutionaries returned to Peña's house. They learned the result of the meeting with Cisneros, but were unsure as to whether Cisneros intended to keep his word. They organized a demonstration for the following day to ensure that the open cabildo would be held as decided. ### Monday, May 21 At 3 pm, the Cabildo began its routine work, but was interrupted by 600 armed men named the Infernal Legion, who occupied the Plaza de la Victoria and loudly demanded the convening of an open cabildo and the resignation of Viceroy Cisneros. They carried a portrait of Ferdinand VII and the lapels of their jackets bore a white ribbon that symbolized criollo–Spanish unity. Domingo French, the mail carrier of the city, and Antonio Beruti, an employee of the treasury, led the rioters. It was rumored that Cisneros had been killed, and that Saavedra would take control of the government. Saavedra was at the barracks at that moment, concerned about the demonstration. He thought the violence should be stopped and that radical measures such as the assassination of Cisneros should be prevented, but he also thought that the troops would mutiny if the demonstrations were suppressed. The people in the Plaza did not believe that Cisneros would allow the open cabildo the next day. Leiva left the Cabildo, and Belgrano, who was representing the crowd, requested a definitive commitment. Leiva explained that everything would go ahead as planned, but the Cabildo needed time to prepare. He asked Belgrano to help the Cabildo with the work, as his intervention would be seen by the crowd as a guarantee that their demands would not be ignored. The crowd left the main hall but stayed in the Plaza. Belgrano protested about the guest list, which consisted of the wealthiest citizens, and thought that if the poor people were left outside there would be further unrest. The members of the Cabildo tried to convince him to give his support, but he left. Belgrano's departure enraged the crowd, as he did not explain what had happened, and the people feared a betrayal. Demands for Cisneros' immediate resignation replaced those for an open cabildo. The people finally settled down and dispersed when Saavedra intervened to say that the claims of the Infernal Legion were supported by the military. The invitations were distributed among 450 leading citizens and officials in the capital. The Cabildo compiled the guest list, and tried to guarantee the result, inviting people that would be likely to support the Viceroy. The revolutionaries countered this move with a similar one, so that most people would be against Cisneros instead. The printer Agustín Donado, supporting the revolutionaries, printed nearly 600 invitations instead of the 450 requested, and distributed the surplus among the criollos. During the night, Castelli, Rodríguez, French and Beruti visited all the barracks to harangue the troops and prepare them for the following day. ### Tuesday, May 22 According to the minutes, only about 251 out of the 450 officially invited guests attended the open cabildo. French and Beruti, in command of 600 men armed with knives, shotguns and rifles, controlled access to the square to ensure that the open cabildo had a majority of criollos. All noteworthy religious and civilian people were present, as well as militia commanders and many prominent residents. The only notable absence was that of Martín de Álzaga, who was still under house arrest. A merchant, José Ignacio Rezábal, attended the open cabildo but, in a letter to the priest Julián S. de Agüero, said that he had some doubts which were shared by other people close to him. He feared that, no matter which party prevailed in the open cabildo, it would take revenge against the other, the Mutiny of Álzaga being a recent precedent. He felt that the open cabildo would lack legitimacy if too many criollos were allowed to take part in it as a result of the aforementioned manipulation of the guest list. The meeting lasted from morning to midnight, including the reading of the proclamation, the debate and the vote. There was no secret ballot; votes were heard one at a time and recorded in the minutes. The main themes of the debate were the legitimacy of the government and the authority of the Viceroy. The principle of retroversion of the sovereignty to the people stated that, in the absence of the legitimate monarch, power returned to the people; they were entitled to form a new government. This principle was commonplace in Spanish scholasticism and rationalist philosophy, but had never been applied in case law. Its validity divided the assembly into two main groups: one group rejected it and argued that the situation should remain unchanged; this group supported Cisneros as Viceroy. The other group supported change, and considered that they should establish a junta, like the ones established in Spain to replace the Viceroy. There was also a third position, taking the middle ground. The promoters of change did not recognize the authority of the Council of Regency, and argued that the colonies in America were not consulted in its formation. The debate tangentially discussed the rivalry between criollos and peninsulars; the Viceroy supporters felt that the will of peninsulars should prevail over that of criollos. One of the speakers for the first position was the bishop of Buenos Aires, Benito Lue y Riega, leader of the local church, who said: > Not only is there no reason to get rid of the Viceroy, but even if no part of Spain remained unsubdued, the Spaniards in America ought to take it back and resume command over it. America should only be ruled by the natives when there is no longer a Spaniard there. If even a single member of the Central Junta of Seville were to land on our shores, we should receive him as the Sovereign. Juan José Castelli was the main speaker for the revolutionaries. He based his speech on two key ideas: the government's lapsed legitimacy—he stated that the Supreme Central Junta was dissolved and had no rights to designate a Regency—and the principle of retroversion of sovereignty. He spoke after Riega, and replied that the American people should assume control of their government until Ferdinand VII could return to the throne. > Nobody could call the whole nation a criminal, nor the individuals that have aired their political views. If the right of conquest belongs by right to the conquering country, it would be fair for Spain to quit resisting the French and submit to them, by the same principles for which it is expected that the Americans submit themselves to the peoples of Pontevedra. The reason and the rule must be equal for everybody. Here there are no conquerors or conquered; here there are only Spaniards. The Spaniards of Spain have lost their land. The Spaniards of America are trying to save theirs. Let the ones from Spain deal with themselves as they can; do not worry, we American Spaniards know what we want and where we go. So I suggest we vote: that we replace the Viceroy with a new authority that will be subject to the parent state if it is saved from the French, and independent if Spain is finally subjugated. Pascual Ruiz Huidobro stated that, since the authority that appointed Cisneros had expired, Cisneros should no longer have a place in the government. Huidobro felt that the Cabildo should be in government, as it was the representative of the people. Melchor Fernández, Juan León Ferragut and Joaquín Grigera supported his vote, among others. Attorney Manuel Genaro Villota, representative of the Spanish, said that the city of Buenos Aires had no right to make unilateral decisions about the legitimacy of the Viceroy or the Council of Regency without the participation of other cities of the Viceroyalty. He argued that such an action would break the unity of the country and establish as many sovereignties as there were cities. His intention was to keep Cisneros in power by delaying any possible action. Juan José Paso accepted his first point, but argued that the situation in Europe and the possibility that Napoleon's forces could conquer the American colonies demanded an urgent resolution. He then expounded the "argument of the elder sister", reasoning that Buenos Aires should take the initiative and make the changes deemed necessary and appropriate, on the express condition that the other cities would be invited to comment as soon as possible. The rhetorical device of the "elder sister", comparable to negotiorum gestio, makes an analogy between the relationship of Buenos Aires and other cities of the viceroyalty with a sibling relationship. The priest Juan Nepomuceno Solá then proposed that the Cabildo should receive the provisional command, until the formation of a governing junta made up of representatives from all populations of the Viceroyalty. Manuel Alberti, Miguel de Azcuénaga (who would be members of the Primera Junta some days later), Escalada and Argerich (or Aguirre) supported his vote, among others. Cornelio Saavedra suggested that the Cabildo should receive the provisional command until the formation of a governing junta in the manner and form that the Cabildo would deem as appropriate. He said "...there shall be no doubt that it is the people that create authority or command." At the time of the vote, Castelli's position coincided with that of Saavedra. Manuel Belgrano stood near a window and, in the event of a problematic development, he would give a signal by waiving a white cloth, upon which the people gathered in the Plaza would force their way into the Cabildo. However, there were no problems and this emergency plan was not implemented. The historian Vicente Fidel López revealed that his father, Vicente López y Planes, who was present at the event, saw that Mariano Moreno was worried near the end in spite of the majority achieved. Moreno told Planes that the Cabildo was about to betray them. ### Wednesday, May 23 The debate took all day, and the votes were counted very late that night. After the presentations, people voted for the continuation of the Viceroy, alone or at the head of a junta, or his dismissal. The ideas explained were divided into a small number of proposals, designated with the names of their main supporters, and the people then voted for one of those proposals. The voting lasted for a long time, and the result was to dismiss the Viceroy by a large majority: 155 votes to 69. Manuel José Reyes stated that he found no reason to depose the Viceroy, and that it would be enough to appoint a junta headed by Cisneros. His proposal had nearly 30 votes. Another 30 votes supported Cisneros, with no change to the political system. A small group supported the proposal of Martín José de Choteco, who also supported Cisneros. There were also many different proposals involving the removal of Cisneros. Many of them required the new authorities to be elected by the Cabildo. Pascual Ruiz Huidobro proposed that the Cabildo should rule in the interim and appoint a new government, but this proposal made no reference to popular sovereignty or the creation of a junta. This proposal received 35 votes, and sought simply to replace Cisneros with Huidobro: Huidobro was the most senior military officer, and thus the natural candidate under current laws to replace the viceroy in the lack of a new appointment from Spain. Juan Nepomuceno Solá proposed a junta composed of delegates from all the provinces of the viceroyalty, while the Cabildo should govern in the interim; this proposal received nearly 20 votes. Cornelio Saavedra, whose aforementioned proposal was that the Cabildo should appoint a Junta and rule in the interim, got the largest number of votes. A number of other proposals received only a few votes each. At dawn on May 23, the Cabildo informed the population that the Viceroy would end his mandate. The highest authority would be transferred temporarily to the Cabildo until the appointment of a governing junta. Notices were placed at various points throughout the city, which announced the imminent creation of a junta and the summoning of representatives from the provinces. The notices also called for the public to refrain from actions contrary to public policy. ### Thursday, May 24 The Cabildo interpreted the decision of the open cabildo in its own way. When it formed the new Junta to govern until the arrival of representatives from other cities, Leiva arranged for former viceroy Cisneros to be appointed president of the Junta and commander of the armed forces. There are many interpretations of his motives for departing from the decision of the open cabildo in this way. Four other members were appointed to the Junta: criollos Cornelio Saavedra and Juan José Castelli, and peninsulars Juan Nepomuceno Solá and José Santos Inchaurregui. Leiva wrote a constitutional code to regulate the actions of the Junta. It stipulated that the Junta could not exercise judicial power, which was reserved for the Royal Audiencia of Buenos Aires; that Cisneros could not act without the support of the other members of the Junta; that the Cabildo could dismiss anyone who neglected his duty; that the Cabildo's consent would be required to create new taxes; that the Junta would sanction a general amnesty for those who had aired opinions at the open cabildo; and that the Junta would invite the other cities to send delegates. The commanders of the armed forces, including Saavedra and Pedro Andrés García, agreed to this code. The Junta swore the oath of office that afternoon. These developments shocked the revolutionaries. Unsure of what to do next, they feared that they would be punished, like the revolutionaries of Chuquisaca and La Paz. Moreno abjured relations with the others and shut himself in his home. There was a meeting at Rodríguez Peña's house. They felt that the Cabildo would not pursue such a plot without the blessing of Saavedra and that Castelli should resign from the Junta. Tagle took a different view: he thought that Saavedra may have accepted out of weakness or naivety and that Castelli should stay in the Junta to counter the others' influence on him. Meanwhile, a mob led by Domingo French and Antonio Beruti filled the Plaza. The stability of Cisneros in power, albeit in an office other than Viceroy, was seen as an insult to the will of the open cabildo. Colonel Martín Rodriguez warned that, if the army were to commit support to a government that kept Cisneros, they would soon have to fire on the people, and that they would revolt. He said that "everyone without exception" demanded the removal of Cisneros. That night, Castelli and Saavedra informed Cisneros of their resignation from the newly formed Junta. They explained that the population was on the verge of violent revolution and would remove Cisneros by force if he did not resign as well. They warned that they did not have the power to stop that: neither Castelli to stop his friends, nor Saavedra to prevent the Regiment of Patricians from mutiny. Cisneros wanted to wait for the following day, but they said that there was no time for further delays, so he finally agreed to resign. He sent a resignation letter to the Cabildo for consideration on the following day. Chiclana felt encouraged when Saavedra resigned, and started to request signatures for a manifesto about the will of the people. Moreno refused any further involvement, but Castelli and Peña trusted that he would eventually join them if events unfolded as they expected. ### Friday, May 25 On the morning of May 25, in spite of bad weather, a crowd gathered in the Plaza de la Victoria, as did the militia led by Domingo French and Antonio Beruti. They demanded the recall of the Junta elected the previous day, the final resignation of Cisneros, and the appointment of a new junta that did not include him. Historian Bartolomé Mitre stated that French and Beruti distributed blue and white ribbons, similar to the modern cockade of Argentina, among those present. Later historians doubt it, but consider it possible that the revolutionaries used distinctive marks of some kind for identification. It was rumored that the Cabildo might reject Cisneros' resignation. Because of delays in issuing an official resolution, the crowd became agitated, clamoring that "the people want to know what is going on!". The Cabildo met at 9 am and rejected Cisneros' resignation. They considered that the crowd had no legitimate right to influence something that the Cabildo had already decided and implemented. They considered that, as the Junta was in command, the demonstration should be suppressed by force, and made the members responsible for any changes to the resolution of the previous day. To enforce those orders, they summoned the chief commanders, but these did not obey. Many of them, including Saavedra, did not appear. Those that did stated that they could not support the government order, and that the commanders would be disobeyed if they ordered the troops to repress the demonstrators. The crowd's agitation increased, and they overran the chapter house. Leiva and Lezica requested that someone who could act as spokesman for the people should join them inside the hall and explain the people's desires. Beruti, Chiclana, French and Grela were allowed to pass. Leiva attempted to discourage the rioter Pancho Planes, but he entered the hall as well. The Cabildo argued that Buenos Aires had no right to break the political system of the viceroyalty without discussing it with the other provinces; French and Chiclana replied that the call for a Congress had already been considered. The Cabildo called the commanders to deliberate with them. As had happened several times in the last few days, Romero explained that the soldiers would mutiny if forced to fight against the rioters on behalf of Cisneros. The Cabildo still refused to give up, until the noise of the demonstration was heard in the hall. They feared that the demonstrators could overrun the building and reach them. Martín Rodríguez pointed out that the only way to calm the demonstrators was to accept Cisneros' resignation. Leiva agreed, convinced the other members, and the people returned to the Plaza. Rodríguez headed to Azcuenaga's house to meet the other revolutionaries to plan the final stages of the revolution. The demonstration overran the Cabildo again, and reached the hall of deliberations. Beruti spoke on behalf of the people, and said that the new Junta should be elected by the people and not by the Cabildo. He said that, besides the nearly 400 people already gathered, the barracks were full of people who supported them, and he threatened that they would take control, by force if necessary. The Cabildo replied by requesting their demands in writing. After a long interval, a document containing 411 signatures was delivered to the Cabildo. This paper proposed a new composition for the governing Junta, and a 500-man expedition to assist the provinces. The document—still preserved—listed most army commanders and many well-known residents, and contained many illegible signatures. French and Beruti signed the document, stating "for me and for six hundred more". However, there is no unanimous view among historians about the authorship of the document. Meanwhile, the weather improved and the sun broke through the clouds. The people in the plaza saw it as a favorable omen for the revolution. The Sun of May was created a few years later with reference to this event. The Cabildo accepted the document and moved to the balcony to submit it directly to the people for ratification. But, because of the late hour and the weather, the number of people in the plaza had declined. Leiva ridiculed the claim of the remaining representatives to speak on behalf of the people. This wore the patience of the few who were still in the plaza in the rain. Beruti did not accept any further delays, and threatened to call people to arms. Facing the prospect of further violence, the popular request was read aloud and immediately ratified by those present. The Primera Junta was finally established. It was composed by president Cornelio Saavedra, members Manuel Alberti, Miguel de Azcuénaga, Manuel Belgrano, Juan José Castelli, Domingo Matheu and Juan Larrea, and secretaries Juan José Paso and Mariano Moreno. The rules governing it were roughly the same as those issued the day before, with the additional provisions that the Cabildo would watch over the members of the Junta and that the Junta itself would appoint replacements in case of vacancies. Saavedra spoke to the crowd, and then moved on to the Fort, among salvos of artillery and the ringing of bells. Meanwhile, Cisneros dispatched a post rider to Córdoba, Argentina, to warn Santiago de Liniers about what had happened in Buenos Aires and to request military action against the Junta. ## Aftermath Buenos Aires endured the whole Spanish American Wars of independence without being reconquered by royalist armies or successful royalist counter-revolutions. However, it faced several internal conflicts. The May Revolution lacked a clear leader as other regions of Latin America; the secretary Mariano Moreno led the initial phase of the government, but he was removed shortly afterwards. The Council of Regency, the Royal Audiencia of Buenos Aires and the peninsulars opposed the new situation. The Royal Audiencia secretly swore allegiance to the Council of Regency a month later and sent communiqués to the other cities of the Viceroyalty, to request them to deny recognition to the new government. To put an end to these activities, the Junta assembled Cisneros and all the members of the Royal Audiencia on the pretext that their lives were in danger, and sent them into exile aboard the merchantman Dart. Captain Mark Brigut was instructed to avoid American ports and deliver all of them directly to the Canary Islands. The Junta then appointed a new Audiencia composed entirely of criollos loyal to the revolution. Every city in the territory of modern Argentina other than Córdoba endorsed the Primera Junta. The cities of the Upper Peru, however, did not take a position, owing to the recent outcomes of the Chuquisaca and La Paz Revolutions. Asunción del Paraguay rejected the Junta and swore loyalty to the Council of Regency. The Banda Oriental, under Francisco Javier de Elío, remained a royalist stronghold. Former Viceroy Santiago de Liniers organized a counter-revolution in Córdoba, and this became the first military campaign of the independent government. Despite the importance of Liniers himself, and his prestige as a popular hero for his role during the British invasions, the population of Córdoba preferred to support the revolution. This reduced the power of the counter-revolutionary army by means of desertions and sabotage. Liniers's troops were quickly defeated by the forces led by Francisco Ortiz de Ocampo. Ocampo refused to shoot the captive Liniers; hence the execution ordered by the Junta was carried out by Juan José Castelli. After the victory, the Primera Junta sent military expeditions to many other cities, to demand support and the election of representatives to it. Montevideo, which had a historical rivalry with Buenos Aires, opposed the Primera Junta and the Council of Regency declared it the new capital of the Viceroyalty, along with Francisco Javier de Elío as the new Viceroy. The city was well defended, so it could easily resist an invasion. Peripheral cities in the Banda Oriental acted contrary to Montevideo's will and supported the Buenos Aires Junta. José Gervasio Artigas led them, and kept Montevideo under siege. The final defeat of the Montevidean royalists was carried out in 1814 by Carlos María de Alvear and William Brown. The Captaincy General of Chile followed a process analogous to that of the May Revolution, and elected a Government Junta that inaugurated the brief period known as Patria Vieja. The Junta was defeated in 1814 at the Battle of Rancagua, and the subsequent Reconquista of Chile would make it a royalist stronghold once more. The Andes provided an effective natural barrier between the Argentine revolutionaries and Chile, so there was no military confrontation between them until the Crossing of the Andes, led by José de San Martín in 1817, a campaign that resulted in the defeat of the Chilean royalists. The Primera Junta increased in size when it incorporated the representatives sent by the provinces. From then on, the Junta was renamed the Junta Grande. It was dissolved shortly after the June 1811 defeat of the Argentine troops at the Battle of Huaqui, and two successive triumvirates exercised executive power over the United Provinces of the Río de la Plata. In 1814, the second triumvirate was replaced by the authority of the Supreme Director. Meanwhile, Martín Miguel de Güemes contained the royalist armies sent from the Viceroyalty of Peru at Salta, while San Martín advanced towards the royalist stronghold of Lima by sea, on a Chilean–Argentine campaign. The war for independence gradually shifted towards northern South America. From 1814, Argentina descended into civil war. ### Consequences According to historian Félix Luna's Breve historia de los Argentinos (Spanish: Brief history of the Argentines), one of the most important societal consequences of the May Revolution was the shift in the way the people and its rulers related. Until then, the conception of the common good prevailed: while royal authority was fully respected, if an instruction from the crown of Spain was considered detrimental to the common good of the local population, it was half-met or simply ignored. With the revolution, the concept of common good gave way to that of popular sovereignty, as theorized by Moreno, Castelli and Monteagudo, among others. This idea held that, in the absence of a legitimate authority, the people had the right to appoint their own leaders. Over time, popular sovereignty would give way to the idea of majority rule. This maturation of ideas was gradual, taking many decades to crystallize into stable electoral and political systems, but it was what ultimately led to the adoption of the republican system as the form of government for Argentina. Domingo Faustino Sarmiento stated similar views in his Facundo, and noted that cities were more receptive to republican ideas, while rural areas were more resistant to them, which led to the surge of caudillos. Another consequence, also according to Luna, was the dissolution of the Viceroyalty of the Río de la Plata into several different units. Most of the cities and provinces had distinctive populations, economies, attitudes, contexts, and interests. Until the revolution, all of these peoples were held together by the authority of the Spanish government, but with its disappearance, people from Montevideo, Paraguay and the Upper Peru began to distance themselves from Buenos Aires. The brief existence of the Viceroyalty of the Rio de la Plata, which had lasted barely 38 years, impeded the consolidation of a patriotic feeling and failed to bring a sense of community to all of the population. The new country of Argentina lacked an established concept of national identity capable to unite the population under a common idea of statehood. Juan Bautista Alberdi sees the May Revolution as one of the early manifestations of the power struggles between the city of Buenos Aires and the provinces—one of the axial conflicts at play in the Argentine civil wars. Alberdi wrote in his book "Escritos póstumos": > The revolution of May 1810 in Buenos Aires, intended to win the independence of Argentina from Spain, also had the consequence of emancipating the province of Buenos Aires from Argentina or, rather, of imposing the authority of this province upon the whole nation emancipated from Spain. That day, Spanish power over the Argentine provinces ended and that of Buenos Aires was established. ## Historical perspectives Historiographical studies of the May Revolution do not face many doubts or unknown details. Most of the information was properly recorded at the time and was made available to the public by the Primera Junta as patriotic propaganda. Because of this, historical views on the topic differ in their interpretations of the meanings, causes and consequences of the events, rather than in the accuracy of their depiction of the events themselves. The modern version of events does not differ significantly from the contemporary one. The first people to write about the May Revolution were participants who wrote memoirs, biographies and diaries. However, their works were motivated by purposes other than historiographic ones, such as to explain the reasons for their actions, clean their public images, or express their support or rejection of the public figures and ideas of the time. For example, Manuel Moreno wrote the biography of his brother Mariano as propaganda for the revolutions in Europe, and Cornelio Saavedra wrote his autobiography at a moment when his image was highly questioned, to justify himself to his sons. The first remarkable historiographical school of interpretation of the history of Argentina was founded by members of the 1837 generation, including Bartolomé Mitre. Mitre regarded the May Revolution as an iconic expression of political egalitarianism: a conflict between modern freedoms and oppression represented by the Spanish monarchy, and an attempt to establish a national organization on constitutional principles as opposed to the charismatic authority of the caudillos. These authors' views were treated as canonical until the end of the 19th century, when the proximity of the centennial encouraged authors to seek new perspectives. The newer authors would differ about the relative weight of the causes of the May Revolution and about whose intervention in the events was more decisive, but the main views expressed by Mitre were kept, such as to consider the revolution to be the birth of modern Argentina and an unavoidable event. These authors introduced the idea of popular intervention as another key element. By the time of the World Wars, liberal authors attempted to impose an ultimate and unquestionable historical perspective; Ricardo Levene and the Academia Nacional de la Historia were exponents of this tendency, which still kept most perspectives of Mitre. Left-wing authors took a revisionist view based on nationalism and anti-imperialism; they minimized the dispute between criollos and peninsulars and portrayed events as a dispute between enlightenment and absolutism. However, most of their work was focused on other historical periods. The May Revolution was not the product of the actions of a single political party with a clear and defined agenda, but a convergence of sectors with varying interests. Thus, there are a number of conflicting perspectives about it, because different authors highlight different aspects. Mitre, for example, referred to The Representation of the Landowners (an 1809 economic report by Mariano Moreno) and the role of the merchants to support the view that the May Revolution intended to obtain free trade and economic integration with Europe; right-wing revisionists center around Saavedra and the social customs of the time to describe the revolution under conservative principles; and left-wing revisionists use the example of Moreno, Castelli and the rioters led by French and Beruti to describe it as a radical revolution. ### Revolutionary purposes The government created on May 25 pronounced itself loyal to the deposed King of Spain Ferdinand VII, but historians disagree on whether this was sincere or not. Since Mitre, many historians think that this professed loyalty was merely a political deception to gain autonomy. The Primera Junta did not pledge allegiance to the Council of Regency, which was still in operation, and in 1810 it still seemed unlikely that Napoleon would be defeated and Ferdinand returned to the throne (which finally happened on December 11, 1813, with the Treaty of Valençay). The purpose of such a deception would have been to gain time to strengthen the position of the patriotic cause and avoid reactions that may have led to a counter-revolution, by making it appear that monarchical authority was still respected and that no revolution had taken place. The ruse is known as the "Mask of Ferdinand VII". It was upheld by the Primera Junta, the Junta Grande and the First Triumvirate. The Assembly of Year XIII was intended to declare independence, but failed to do so because of other political conflicts between its members. However, it suppressed mention of Ferdinand VII in official documents. Before the declaration of independence of 1816, the supreme directors considered other options, such as to negotiate with Spain or become a British protectorate. The change was potentially favorable for Britain, as trade with the cities of the area was facilitated, without the monopoly that Spain had maintained over their colonies for centuries. However, Britain's first priority was the war against France in Europe, and as such they could not be publicly seen to support Latin American independence movements or allow the military attention of Spain to be divided onto two different fronts. Consequently, they directed the various movements to temporarily avoid explicit demonstrations. These efforts were primarily by handled by Lord Strangford, the British ambassador at the court of Rio de Janeiro; he expressed support for the Junta, but under the condition that "...the behavior is consistent, and that [the] Capital [is] retained on behalf of Mr. Dn. Ferdinand VII and his legitimate successors". Later conflicts between Buenos Aires, Montevideo and Artigas led to political disputed in Europe, between Strangford and the Portuguese regent John VI of Portugal. Juan Bautista Alberdi and later historians such as Norberto Galasso, Luis Romero and José Carlos Chiaramonte doubted Mitre's interpretation and put forward different ones. Alberdi thought that "the Argentine revolution is a chapter of the Hispanoamerican revolution, as also of the Spanish one, as also of the French and European one". They did not consider it a dispute between independentism and colonialism, but instead a dispute between new libertarian ideas and absolutism. The intention was not to cut ties with Spain, but to reformulate the relationship; similarly, the American Revolution was not separatist at its initial steps either. Thus, it would have the characteristics of a civil war instead. Some points that would justify the idea would be the inclusion of Larrea, Matheu, and Belgrano in the Junta and the later appearance of José de San Martín: Larrea and Matheu were Spanish, Belgrano studied for many years in Spain, and San Martín had spent most of his adult life waging war in Spain against the French. When San Martín talked about enemies, he called them "royalists" or "Goths", but never "Spanish". According to those historians, the Spanish revolution against absolutism got mixed up with the Peninsular War. When Ferdinand VII stood against his father Charles IV, who was seen as an absolutist king, many Spaniards got the mistaken impression that he sympathized with the new enlightened ideas. Thus, the revolutions made in the Americas in the name of Ferdinand VII (such as the May Revolution, the Chuquisaca Revolution, or the one in Chile) would have sought to replace absolutist power with power formulated under the new ideas. Even if Spain was at war with France, the ideals of the French Revolution (liberty, equality and fraternity) were still respected. Those revolutions pronounced themselves enemies of Napoleon, but did not face any active French military attack; they promoted instead fights between Spanish armies for keeping either the old or new order. This situation would change with the final defeat of Napoleon and the return of Ferdinand VII to the throne, as he began the Absolutist Restoration and persecuted the supporters of the new libertarian ideas within Spain. For people in South America, to stay as a part of the Spanish Empire, but with a new relationship with the mother country, was no longer a feasible option: the only remaining options at this point were to return to absolutism or to adopt independentism. ## Legacy May 25 is a national day in Argentina, known as First Patriotic Government, with the character of a public holiday. The public holiday is set by law 21.329 and is always celebrated on May 25, regardless of the day of the week. The Argentina Centennial and the Argentina Bicentennial were celebrated in 1910 and 2010. May 25 was designated as a patriotic date in 1813, but the Argentine Declaration of Independence suggests July 9 as an alternative national day. At first this added to the conflicts between Buenos Aires and the provinces during the Argentine Civil War, because the date in May related to Buenos Aires and the date of July 9 related to the whole country. Thus the unitarian Bernardino Rivadavia canceled the celebration of July 9, and the federalist Juan Manuel de Rosas allowed it again, but maintained the May celebrations. By 1880, the federalization of Buenos Aires removed the local connotations and the May Revolution was considered the birth of the nation. The date, as well as a generic image of the Buenos Aires Cabildo, are used in different variants to honor the May Revolution. Two of the most notable are the Avenida de Mayo and the Plaza de Mayo in Buenos Aires, near the location of the Cabildo. The May Pyramid was erected in the Plaza a year after the revolution, and was rebuilt in its present form in 1856. Veinticinco de Mayo ("May 25") is the name of several administrative divisions, cities, public spaces and landforms of Argentina. There are departments of this name in the provinces of Chaco, Misiones, San Juan, Rio Negro and Buenos Aires, the latter holding the town of Veinticinco de Mayo. The cities of Rosario (Santa Fe), Junín (Buenos Aires) and Resistencia (Chaco) have eponymous squares. King George Island, which is claimed by Argentina, Britain and Chile, as part of the Argentine Antarctica, the British Antarctic Territory and the Chilean Antarctic Territory respectively, is referred to as Isla 25 de Mayo in Argentina. A representation of a cabildo is used on Argentine 25-cent coins, and an image of the Sun of May appears on the 5-cent coin. An image of the Cabildo during the Revolution appeared on the back of the 5-peso banknote of the former peso moneda nacional. ## See also - Chuquisaca Revolution - La Paz revolution
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Whisky Galore! (1949 film)
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1949 film by Alexander Mackendrick
[ "1940s British films", "1940s English-language films", "1948 in Scotland", "1949 comedy films", "1949 directorial debut films", "1949 films", "Barra", "British black-and-white films", "British comedy films", "Ealing Studios films", "English-language Scottish films", "Films about alcoholic drinks", "Films based on British novels", "Films directed by Alexander Mackendrick", "Films produced by Michael Balcon", "Films set in the Outer Hebrides", "Films set on beaches", "Films set on the United Kingdom home front during World War II", "Films shot in Scotland" ]
Whisky Galore! is a 1949 British comedy film produced by Ealing Studios, starring Basil Radford, Bruce Seton, Joan Greenwood and Gordon Jackson. It was the directorial debut of Alexander Mackendrick; the screenplay was by Compton Mackenzie, an adaptation of his 1947 novel Whisky Galore, and Angus MacPhail. The story—based on a true event, the running aground of the SS Politician—concerns a shipwreck off a fictional Scottish island, the inhabitants of which have run out of whisky because of wartime rationing. The islanders find out the ship is carrying 50,000 cases of whisky, some of which they salvage, against the opposition of the local Customs and Excise men. It was filmed on the island of Barra; the weather was so poor that the production over-ran its 10-week schedule by five weeks, and the film went £20,000 over budget. Michael Balcon, the head of the studio, was unimpressed by the initial cut of the film, and one of Ealing's directors, Charles Crichton, added footage and re-edited the film before its release. Like other Ealing comedies, Whisky Galore! explores the actions of a small insular group facing and overcoming a more powerful opponent. An unspoken sense of community runs through the film, and the story reflects a time when the British Empire was weakening. Whisky Galore! was well received on release. It came out in the same year as Passport to Pimlico and Kind Hearts and Coronets, leading to 1949 being remembered as one of the peak years of the Ealing comedies. In the US, where Whisky Galore! was renamed Tight Little Island, the film became the first from the studios to achieve box office success. It was followed by a sequel, Rockets Galore!. Whisky Galore! has since been adapted for the stage, and a remake was released in 2016. ## Plot The inhabitants of the isolated Scottish island of Todday in the Outer Hebrides are largely unaffected by wartime rationing until 1943, when the supply of whisky runs out. As a result, gloom descends on the disconsolate islanders. In the midst of this catastrophe, Sergeant Odd returns on leave from the army to court Peggy, the daughter of the local shopkeeper, Joseph Macroon. Odd had previously assisted with setting up the island's Home Guard unit. Meanwhile, Macroon's other daughter, Catriona, has just become engaged to a meek schoolteacher, George Campbell, although Campbell's stern, domineering mother refuses to give her approval. During a night-time fog, the freighter SS Cabinet Minister runs aground near Todday in heavy fog and begins to sink. Two local inhabitants, the Biffer and Sammy MacCodrun, row out to lend assistance, and learn from its departing crew that the cargo consists of 50,000 cases of whisky. They quickly spread the news. Captain Waggett, the stuffy English commander of the local Home Guard, orders Odd to guard the cargo, but Macroon casually remarks that, by long-standing custom, a man cannot marry without hosting a rèiteach—a Scottish betrothal ceremony—in which whisky must be served. Taking the hint, the sergeant allows himself to be overpowered, and the locals manage to offload many cases before the ship goes down. Campbell, sent to his room by his mother for a prior transgression, is persuaded to leave through the window and assist with the salvage by MacCodrun. This proves fortunate, as Campbell rescues the Biffer when he is trapped in the sinking freighter. The whisky also gives the previously teetotal Campbell the courage to stand up to his mother and insist that he will marry Catriona. A battle of wits ensues between Waggett, who wants to confiscate the salvaged cargo, and the islanders. Waggett brings in Macroon's old Customs and Excise nemesis, Mr Farquharson, and his men to search for the whisky. Forewarned, islanders manage to hide the bottles in ingenious places, including the ammunition cases that Waggett ships off the island. When the whisky is discovered in the cases, Waggett is recalled by his superiors on the mainland to explain himself, leaving the locals triumphant. ## Cast - Basil Radford as Captain Paul Waggett - Joan Greenwood as Peggy Macroon - James Robertson Justice as Dr Maclaren - Gordon Jackson as George Campbell - Wylie Watson as Joseph Macroon - Catherine Lacey as Mrs Waggett - Jean Cadell as Mrs Campbell - Bruce Seton as Sergeant Odd - Henry Mollison as Mr Farquharson - Morland Graham as the Biffer - John Gregson as Sammy MacCodrun - Gabrielle Blunt as Catriona Macroon - Duncan Macrae as Angus MacCormac - Compton Mackenzie as Captain Buncher ## Production ### Pre-production Whisky Galore! was produced by Michael Balcon, the head of Ealing Studios; he appointed Monja Danischewsky as the associate producer. Danischewsky had been employed in the studio's advertising department, but was becoming bored by the work and was considering a position in Fleet Street; Whisky Galore! was his first job in production. The film was produced at the same time as Passport to Pimlico and Kind Hearts and Coronets, and with the studio's directors all working on other projects, Danischewsky asked Balcon if Alexander Mackendrick, one of Ealing's production design team, could direct the work. Balcon did not want novices as producer and director, and persuaded Danischewsky to select someone else. They asked Ronald Neame to direct, but he turned the offer down and Mackendrick was given the opportunity to make his debut as a director. With studio space limited by the other films being produced, Balcon insisted that the film had to be made on location. The screenplay was written by Compton Mackenzie and Angus MacPhail, based on Mackenzie's novel; Mackenzie received £500 for the rights to the book and a further £1,000 because of the film's profitability. Mackendrick and Danischewsky also worked on the script before further input from the writers Elwyn Ambrose and Donald Campbell and the actor James Robertson Justice, who also appeared in the film. The film and novel's story was based on an incident in the Second World War, when the cargo ship SS Politician ran aground in 1941 off the north coast of Eriskay in the Outer Hebrides. Local inhabitants from the island and from nearby South Uist heard that the ship was carrying 22,000 cases of whisky; they rescued up to 7,000 cases from the wreck before it sank. Mackenzie, a Home Guard commander on the island, took no action against the removal of the whisky or those who took it; Charles McColl and Ivan Gledhill, the local Customs and Excise officers, undertook raids and arrested many of those who had looted whisky. The plot underwent some modification and condensation from the novel, a lot of the background being removed; in particular, much of the religious aspect of the novel was left out, the novel's Protestant Great Todday and Roman Catholic Little Todday being merged into the single island of Todday. Mackenzie was annoyed with aspects of the adaptation and, referring to the removal of the religious divide, described the production as "[a]nother of my books gone west". Alastair Sim was offered the role of Joseph Macroon in the film, but turned it down to avoid being typecast as "a professional Scotsman". It had been Mackenzie's ambition to appear in a film, and he was given the role of Captain Buncher, the master of SS Cabinet Minister, as Politician was renamed in the book and film. Most of the cast were Scottish—with the exception of two of the lead actors, Basil Radford and Joan Greenwood—and many of the islanders from Barra were used as extras. In May 1950 the British Film Institute's monthly publication, Sight & Sound, estimated the film's budget to be around £100,000. The following month, Balcon wrote to the magazine to complain that "Your estimate of the cost is wrong by more than a thousand or two". He also stated in his letter that the film "over-ran its budget by the unprecedented figure of 60 per cent to 70 per cent". Roger Hutchinson, who wrote a history of the sinking of Politician, states that the budget was £60,000. ### Filming Filming began in July 1948 on the island of Barra; a unit of 80 staff from Ealing was on location. As most of the established production staff were working on other films at Ealing, many of Mackendrick's team were inexperienced. On what was supposed to be the first day of filming, Mackendrick threw away the script and had Mackenzie and MacPhail rewrite it over two days. For a box of cigars, Mackenzie was persuaded to add material to the script from his 1943 novel Keep the Home Guard Turning. He played no part after the initial filming: according to the film historian Colin McArthur, Mackenzie had an "impatient disengagement from the filming and marketing". The summer of 1948 brought heavy rain and gales and the shoot ran five weeks over its planned 10-week schedule and the film went £20,000 over budget. The church hall on the island was converted into a makeshift studio, which included basic soundproofing. Nearly everything had to be brought from the mainland for filming and many of the sets had been prefabricated in Ealing; the islanders were perplexed by some of the items the crew brought with them, such as the artificial rocks they added to the already rock-strewn landscape. The studio also had to send out three cases of dummy whisky bottles, as the island was short of the real equivalent because of rationing. The location shooting meant the use of a mobile studio unit for filming. This was one of the earliest uses by a British studio. With only one small hotel on the island, the cast were housed with the islanders, which had the advantage that it helped the actors pick up the local accent for the film. One local, who was adept at Scottish dancing, stood in as the body double for Greenwood in the rèiteach scene; Greenwood, a talented ballet dancer, could not master the steps of the reel, and the feet of one of the islanders were filmed. There was tension between Danischewsky and Mackendrick during filming, which led to disagreements; this included a difference of opinion concerning the moral tone of the film. Mackendrick sympathised with the high-minded attempts of the pompous Waggett to foil the looting, while Danischewsky's sympathy lay with the islanders and their removal of the drink. Mackendrick later said: "I began to realise that the most Scottish character in Whisky Galore! is Waggett the Englishman. He is the only Calvinist, puritan figure – and all the other characters aren't Scots at all: they're Irish!" Mackendrick was unhappy with the film; as the cast and crew were preparing to return to London, he told Gordon Jackson that the film would "probably turn out to be a dull documentary on island life". He later said "It looks like a home movie. It doesn't look like it was done by a professional at all. And it wasn't". ### Post-production Balcon disliked the completed rough cut of Whisky Galore!—mostly put together from the rushes—and his initial thought was to cut its running time down to an hour and classify it as a second feature. He did not provide Mackendrick with another directoral role, but assigned him to second unit work. The initial editing had been done by Joseph Sterling, who was relatively inexperienced. Another of Ealing's directors, Charles Crichton, shot more footage at Ealing Studios and re-edited the film closer to the version Mackendrick had produced. Crichton said "All I did was put the confidence back in the film". The Crichton version was the one released to cinemas. Mackendrick was still not satisfied with the final film and thought it looked like an amateur work. Because of financial pressures on the studio Balcon decided to release it with little promotion. John Jympson, one of the editors at Ealing, recommended the film to his father, Jympson Harman, the film critic for The Evening News. Although there was to be no trade viewing, Harman and several other press reviewers visited the studios to see the film. They all wrote good reviews, which forced Balcon to provide funds for promotion. Danischewsky later called the film "the longest unsponsored advertisement ever to reach cinema screens the world over"; the whisky producer The Distillers Company later presented those associated with the film a bottle of whisky each, given at a dinner at the Savoy Hotel in London. ### Music The music for Whisky Galore! was composed by Ernest Irving, who had been involved in several other productions for Ealing Studios. His score incorporated adaptations of themes from Scottish folk music to include in his compositions, and used the Scotch snap musical form to reinforce the theme. The musicologist Kate Daubney writes that Irving's score "Seems positively lush with its expansive seascapes and emotive expressions of anxiety in the community". The opening music to the film begins with English brass notes, but this changes to Scottish melodies; Daubney describes how the "balance of material evokes the English-Scottish relationship which will emerge in the film's story". One scene in the film, soon after the first whisky has been rescued from the ship, shows the male islanders celebrating the return of whisky to the island by drinking and singing in unison in puirt à beul (trans: "mouth music"). According to McArthur, the music and the action show a social, communal event, with whisky the central focus of their enjoyment. The tune was "Brochan Lom", a nonsense song about porridge. The scene mixed the professional actors and local islanders; Crichton said it was not possible to differentiate between the two in the final film. Scottish folk music is used for the accompaniment of the eightsome reel, which is danced at the rèiteach. According to the music historian Rosemary Coupe, the dance and music are "a vibrant expression of the Scottish spirit, second only to the 'water of life' itself". ## Themes Whisky Galore! primarily centres on the conflict between two men, Macroon and Waggett; women have what McArthur describes as "peripheral roles". Much of the film's humour is at the expense of Waggett, and the film historian Mark Duguid considers there is a "cruel bite" to it. Waggett is described by the cultural historian Roger Rawlings as a fish-out-of-water on Todday; he is the intruder in a film that contains what the film historian Christine Geraghty describes as "a narrative of rural resistance". Not all outsiders to the island are intruders: the other Englishman, Sergeant Odd, "acts as the audience's entry point into the community", and immerses himself in the island's ways. Whisky Galore! is one of several films that show an outsider coming to Scotland and being "either humiliated or rejuvenated (or both)", according to David Martin-Jones, the film historian. Jonny Murray, the film and visual culture academic, considers the Scottish characters in the film as stereotypes: "the slightly drunk, slightly unruly local, the figures who are magically cut adrift or don't seem to respect at all the conventions of how we live in the modern world". He likens the film's portrayals of the Scottish to the portrayals in the Kailyard school of literature, which represents a false image of Scotland. The film historian Claire Mortimer sees the Western Isles as portrayed as "being a magical space which is outside of time and the 'real' world". This is true of both Whisky Galore! and Mackendrick's other Scottish-based Ealing comedy, The Maggie. Both films evoke "a tension between myth and reality in the portrayal of the idyllic island community". McArthur, in his work comparing Whisky Galore! to The Maggie, identifies what he sees as "the Scottish Discursive Unconscious" running through the film: an examination of the ethnicity of "the Scots (in particular the Gaelic-Speaking, Highland Scots) as having an essential identity different from—indeed, in many respects the antithesis of—the Anglo-Saxon identified by (a certain class of) Englishmen". According to McArthur, this view of the Scots has permeated much of British culture, influenced by Sir Walter Scott, Felix Mendelssohn, James Macpherson, Sir Edwin Landseer, Sir Harry Lauder and Queen Victoria. The critic John Brown argues that the film, created by outsiders to the community, tries to "embody some kind of definitive essence", but fails to do so, although the result is not unsympathetic. According to Daubney, the islanders "relish their isolation and simple way of life and go to considerable lengths to protect it against a moral code imposed from outside". An unspoken sense of community runs through the film, according to Geraghty, such as in salvaging the whisky, and particularly in the rèiteach scene; immediately coming from that celebration, the islanders come together to hide the whisky when they hear the customs men are on their way. Martin-Jones—describing the scene as a cèilidh—considers that it offers a Kailyard image which "illustrates the curative charms Scotland offers to the tourist or visiting outsider". Mackendrick's biographer, Philip Kemp, identifies different strands of comedy, including what he describes as "crude incongruity", "verbal fencing—beautifully judged by the actors no less than the director in its underplayed humour" and "near-surreal" conversations. Martin-Jones sees such flexibility in approach as a method to allow important points in the plot to make themselves apparent. The film historians Anthony Aldgate and Jeffrey Richards describe Whisky Galore! as a progressive comedy because it upsets the established social order to promote the well-being of a community. In this, and in the rejection of the colonial power by a small community, Aldgate and Richards compare the film to Passport to Pimlico. The device of pitting a small group of British against a series of changes to the status quo from an external agent leads the British Film Institute to consider Whisky Galore!, along with other of the Ealing comedies, as "conservative, but 'mildly anarchic' daydreams, fantasies". Like other Ealing comedies, Whisky Galore! concerned the actions of a small insular group facing and overcoming a more powerful opponent. The film historian George Perry writes that in doing so the film examines "dogged team spirit, the idiosyncrasies of character blended and harnessed for the good of the group". Like Passport to Pimlico, Whisky Galore! "portrays a small populace closing ranks around their esoteric belief system that English law cannot completely contain". Along with the other Ealing comedies, this rejection of power and law reflects a time when the British Empire was weakening. ## Release and reception Whisky Galore! was released into UK cinemas on 16 June 1949 and was financially successful. In France, the film was retitled Whisky à gogo; the name was later used as that of a discothèque in Paris. Whisky Galore! was released in the US in December 1949, though because of restrictions on the use of the names of alcoholic drinks in titles, the film was renamed Tight Little Island. The film was given an open certification in most territories, allowing people of all ages to see it, but in Denmark it was restricted to adults only. The Danish censor explained "There is in this film an obvious disregard for ordinary legislation, in this case the law against smuggling ... Also, we believed that it was damaging for children to see alcohol portrayed as an absolute necessity for normal self-expression". Critics warmly praised Whisky Galore! on its release. C. A. Lejeune, writing in The Observer, considered it "a film with the French genius in the British manner"; the reviewer for The Manchester Guardian thought the film was "put together with ... tact and subtlety", and Henry Raynor, in Sight & Sound magazine, called it "one of the best post-war British films". Several critics identified the script as excellent and The Manchester Guardian's reviewer thought that the main credit for the film should be given to Mackenzie and MacPhail for the story. Lejeune thought that the story was treated "with the sort of fancy that is half childlike and half agelessly wise: it accepts facts for what they are and only tilts their representation, ever so slightly, towards the fantastic and the humorous". The acting was also praised by many critics; Lejeune wrote that the actors portray "real people doing real things under real conditions", and the reviewer for The Monthly Film Bulletin considered that "a talented cast sees to it that no island character study shall go unnoticed", while the lead roles "make the most of their opportunities". The critic for The Manchester Guardian considered Radford to have played his part "with unusual subtlety" and thought that among the remainder of the cast "there are so many excellent performances that it would be unfair to pick out two or three names for special praise". The critic Bosley Crowther, writing in The New York Times, thought that Radford and Watson were the stand-out actors of the film, although he also considered the rest of the cast strong. The film surprised many at Ealing Studios for the level of popularity it gained in the US, where it became Ealing's first to achieve box office success. For Crowther, "the charm and distinction of this film reside in the wonderfully dry way it spins a deliciously wet tale". T. M. P. in The New York Times wrote that the film was "another happy demonstration of that peculiar knack British movie makers have for striking a rich and universally appealing comic vein in the most unexpected and seemingly insular situations". Whisky Galore! was nominated for the British Academy Film Award for Best British Film, alongside Passport to Pimlico and Kind Hearts and Coronets, although they lost to The Third Man (1949). ## Legacy Rockets Galore, Mackenzie's sequel to Whisky Galore, was adapted and filmed as Rockets Galore! in 1958, with direction from Michael Relph. Danischewsky provided the screenplay, and several of the personnel who filmed Whisky Galore! also worked on Rockets Galore! Whisky Galore!—along with Mackendrick's other Scottish-based Ealing comedy The Maggie (1954)—had an influence over later Scottish-centred films, including Laxdale Hall (1953), Brigadoon (1954), The Wicker Man (1973), Local Hero (1983) and Trainspotting (1996). Much of the influence is because of the Kailyard effect used in Whisky Galore!, according to the author Auslan Cramb. Whisky Galore! was produced at the same time as Passport to Pimlico and Kind Hearts and Coronets; all three comedies were released in UK cinemas over two months. Brian McFarlane, writing in the Oxford Dictionary of National Biography, states that although it was not an aim of releasing the three films together, together they "established the brand name of 'Ealing comedy'"; Duguid writes that the three films "forever linked 'Ealing' and 'comedy' in the public imagination". The film historians Duguid, Lee Freeman, Keith Johnston and Melanie Williams consider 1949 was one of two "pinnacle" years for Ealing, the other being 1951, when The Man in the White Suit and The Lavender Hill Mob were both released. In 2009 Whisky Galore! was adapted for the stage as a musical; under the direction of Ken Alexander, it was performed at the Pitlochry Festival Theatre. In June 2016 a remake of the film was premiered at the Edinburgh International Film Festival; Eddie Izzard played Waggett and Gregor Fisher took the role of Macroon. The critic Guy Lodge, writing for Variety, thought it an "innocuous, unmemorable remake" and that there was "little reason for it to exist". In contrast, Kate Muir, writing in The Times thought "the gentle, subversive wit of the 1949 version has been left intact". ## See also - BFI Top 100 British films
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Andrée's Arctic balloon expedition
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Failed attempt to reach the North Pole by balloon
[ "1897 disasters in Norway", "19th century in the Arctic", "Accidents and incidents involving balloons and airships", "Arctic expeditions", "Aviation accidents and incidents in 1897", "Aviation accidents and incidents in Norway", "Ballooning", "Expeditions from Sweden", "History of Svalbard", "Kvitøya", "North Pole" ]
Andrée's Arctic balloon expedition of 1897 was a failed Swedish effort to reach the North Pole, resulting in the deaths of all three expedition members, S. A. Andrée, Knut Frænkel, and Nils Strindberg. Andrée, the first Swedish balloonist, proposed a voyage by hydrogen balloon from Svalbard to either Russia or Canada, which was to pass, with luck, straight over the North Pole on the way. The scheme was received with patriotic enthusiasm in Sweden, a northern nation that had fallen behind in the race for the North Pole. Andrée ignored many early signs of the dangers associated with his balloon plan. Being able to steer the balloon to some extent was essential for a safe journey, but there was much evidence that the drag-rope steering technique he had invented was ineffective. Worse, the polar balloon Örnen (Eagle) was delivered directly to Svalbard from its manufacturer in Paris without being tested. When measurements showed it to be leaking more than expected, Andrée failed to acknowledge the risk. After Andrée, Strindberg, and Frænkel lifted off from Svalbard in July 1897, the balloon lost hydrogen quickly and crashed on the pack ice after only two days. The explorers were unhurt but faced a grueling trek back south across the drifting icescape. Inadequately clothed, equipped, and prepared, and shocked by the difficulty of the terrain, they did not make it to safety. As the Arctic winter closed in on them in October, the group ended up exhausted on the deserted Kvitøya (White Island) in Svalbard and died there. For 33 years the fate of the expedition remained one of the unsolved riddles of the Arctic. The chance discovery in 1930 of the expedition's last camp created a media sensation in Sweden, where the dead men had been mourned and idolized. Andrée's motives and mindset have been the subject of extensive fictional and historical discussion, particularly inspired by his apparent foolhardiness. An early example is Per Olof Sundman's fictionalized bestseller novel of 1967, The Flight of the Eagle, which portrays Andrée as weak and cynical, at the mercy of his sponsors and the media. Modern writers have been generally critical of Andrée. ## Background ### Andrée's scheme The second half of the 19th century has often been called the Heroic Age of Antarctic Exploration. The inhospitable and dangerous Arctic and Antarctic regions appealed powerfully to the imagination of the age, not as lands with their own ecologies and cultures, but as challenges to be conquered by technological ingenuity and manly daring. Salomon August Andrée, an engineer at the patent office in Stockholm, shared these enthusiasms. A keen balloonist, Andrée proposed a plan for letting the wind propel a hydrogen balloon across the Arctic Sea to the Bering Strait, to fetch up in Alaska, Canada, or Russia, and passing near or even right over the North Pole on the way. In 1893, Andrée purchased his own balloon, the Svea, and subsequently made nine journeys with it, starting from either Stockholm or Gothenburg and traveling a combined distance of 1,500 kilometres (930 mi). In the prevailing westerly winds, the Svea flights had a strong tendency to carry him uncontrollably out to the Baltic Sea and drag his basket perilously along the surface of the water or slam it into one of the many rocky islets in the Stockholm archipelago. On one occasion, Andrée was blown clear across the Baltic to Finland. His longest trip was due east from Gothenburg, across the breadth of Sweden and out over the Baltic to Gotland. Even though Andrée saw a lighthouse and heard breakers off Öland, he remained convinced that he was traveling over land and seeing lakes. During a couple of Svea flights, Andrée tested and tried out the drag-rope steering technique which he had developed and wanted to use on his projected North Pole expedition. Drag ropes, which hang from the balloon basket and drag part of their length on the ground, are designed to counteract the tendency of lighter-than-air craft to travel at the same speed as the wind, a situation that makes steering by sails impossible. The friction of the ropes was intended to slow the balloon to the point where the sails would have an effect (beyond that of making the balloon rotate on its axis). Andrée reported, and presumably believed, that with drag-rope steering he had succeeded in deviating about ten degrees either way from the wind direction. This notion is rejected by modern balloonists; the Swedish Ballooning Association maintains that Andrée's belief that he had deviated from the wind was mistaken, being misled by inexpertise and a surfeit of enthusiasm in an environment of variable winds and poor visibility. Use of drag ropes—prone to snapping, falling off, or becoming entangled with each other or the ground, in addition to being ineffective—is not considered by any modern expert to be a useful steering technique. ### Promotion and fundraising The Arctic ambitions of Sweden were still unrealized in the late 19th century, while neighboring and politically subordinate Norway was a world power in Arctic exploration through such pioneers as Fridtjof Nansen. The Swedish political and scientific elite were eager to see Sweden take that lead among the Scandinavian countries which seemed her due, and Andrée, a persuasive speaker and fundraiser, found it easy to gain support for his ideas. At a lecture in 1895 for the Royal Swedish Academy of Sciences, Andrée thrilled the audience of geographers and meteorologists; a polar exploration balloon, he explained, would need to fulfill four conditions: 1. It must have enough lifting power to carry three people and all their scientific equipment, advanced cameras for aerial photography, provisions for four months, and ballast, altogether about 3,000 kilograms (6,600 lb) 2. It must retain the gas well enough to stay aloft for 30 days 3. The hydrogen gas must be manufactured, and the balloon filled, at the Arctic launch site 4. It must be at least somewhat steerable Andrée gave a glowingly optimistic account of the ease with which these requirements could be met. Larger balloons had been constructed in France, he claimed, and more airtight, too. Some French balloons had remained hydrogen-filled for over a year without appreciable loss of buoyancy. As for the hydrogen, filling the balloon at the launch site could easily be done with the help of mobile hydrogen manufacturing units; for the steering he referred to his own drag-rope experiments with Svea, stating that a deviation of 27 degrees from the wind direction could be routinely achieved. Andrée assured the audience that Arctic summer weather was uniquely suitable for ballooning. The midnight sun would enable observations round the clock, halving the voyage time required, and do away with all need for anchoring at night, which might otherwise be a dangerous business. Neither would the balloon's buoyancy be adversely affected by the cold of the night. The drag-rope steering technique was particularly well adapted for a region where the ground, consisting of ice, was "low in friction and free of vegetation". He said that the minimal precipitation in the area posed no threat of weighing down the balloon. If some rain or snow did fall on the balloon, Andrée argued, "precipitation at above-zero temperatures will melt, and precipitation at below-zero temperatures will blow off, for the balloon will be traveling more slowly than the wind." The audience was convinced by Andrée's arguments, so disconnected were they from the realities of the Arctic summer storms, fogs, high humidity, and the ever-present threat of ice formation. The Royal Swedish Academy approved Andrée's expense calculation of 130,800 kronor in all, corresponding in today's money to just under US\$1 million, of which the single largest sum, 36,000 kronor, was for the balloon. With this endorsement, there was a rush to support Andrée's project, headed by King Oscar II, who personally contributed 30,000 kronor, and Alfred Nobel, the dynamite magnate and founder of the Nobel Prize. Andrée's proposed expedition also elicited considerable international interest, and the European and American newspaper-reading public was curious about a project that seemed as modern and scientific as the books of the contemporary author Jules Verne. The press fanned the interest with a wide range of predictions, from certain death for the explorers to a safe and comfortable "guidance" of the balloon (upgraded by the reporter to an "airship") to the North Pole in a manner planned by Parisian experts and Swedish scientists. "In these days, the construction and guidance of airships have been improved greatly", wrote the Providence, Rhode Island Journal, "and it is supposed, both by the Parisian experts and by the Swedish scientists who have been assisting M. Andree, that the question of a sustained flight, in this case, will be very satisfactorily answered by the character of the balloon, by its careful guidance and, providing it gets into a Polar current of air, by the elements themselves." Faith in the experts and in science was common in the popular press, but with international attention came also for the first time informed criticism. Andrée being Sweden's first balloonist, no one had the requisite knowledge to second-guess him about buoyancy or drag-ropes; but both France and Germany had long ballooning traditions and several of their more experienced balloonists expressed skepticism about Andrée's methods and inventions. However, just as with the Svea mishaps, all objections failed to dampen Andrée's optimism. Eagerly followed by national and international media, he began negotiations with the well-known aeronaut and balloon builder Henri Lachambre in Paris, the world capital of ballooning, and ordered a varnished three-layer silk balloon, in diameter, from his workshop. The balloon, originally called Le Pôle Nord, was to be renamed Örnen (Eagle). Special technical solutions had to be designed for the accommodations for three adults to be confined in a small balloon basket for up to 30 days. The sleeping berths for the crew were fitted at the floor of the basket, along with some of the stores and provisions. The highly flammable hydrogen meant that cooking could not be done in the basket itself. The solution was a modified primus stove—designed by a friend of Andrée's—that could be dangled eight metres (26 ft) below the crew and then lit from the basket, at a safe distance. An angled mirror attached to the specially designed stove allowed the crew to determine whether it was successfully lit or not. ### First expedition For his 1896 attempt to launch the balloon, Andrée had many eager volunteers to choose from. He picked Nils Gustaf Ekholm, an experienced Arctic meteorological researcher and formerly his boss during an 1882–1883 geophysical expedition to Spitsbergen, and Nils Strindberg, a brilliant student who was doing original research in physics and chemistry. The main scientific purpose of the expedition was to map the area by means of aerial photography, and Strindberg was both a devoted amateur photographer and a skilled constructor of advanced cameras. This was a team with many useful scientific and technical skills, but lacking any particular physical prowess or training for survival under extreme conditions. All three men were indoor types, and only one, Strindberg, was young. Andrée expected a sedentary voyage in a balloon basket, and strength and survival skills were far down on his list. Modern writers all agree that Andrée's North Pole scheme was unrealistic. He relied on the winds blowing more or less in the direction he wanted to go, on being able to fine-tune his direction with the drag ropes, on the balloon being sealed tight enough to stay airborne for 30 days, and on no ice or snow sticking to the balloon to weigh it down. In the attempt of 1896, the wind battered Andrée's optimism by blowing steadily from the north, straight at the balloon hangar at Danes Island, Svalbard, until the expedition had to pack up, let the hydrogen out of the balloon, and go home. It is now known that northerly winds are to be expected at Danes Island; but in the late-19th century, information on Arctic airflow and precipitation existed only as contested academic hypotheses. Even Ekholm, an Arctic climate researcher, had no objection to Andrée's theory of where the wind was likely to take them. The observational data simply did not exist. On the other hand, Ekholm was skeptical of the balloon's ability to retain hydrogen, from his own measurements. His buoyancy checks in the summer of 1896, during the process of producing the hydrogen and pumping it into the balloon, convinced him that the balloon leaked too much to ever reach the Pole, let alone go on to Russia or Canada. The worst leakage came from the approximately eight million tiny stitching holes along the seams, which no amount of glued-on strips of silk or applications of special secret-formula varnish seemed to seal. The balloon was losing 68 kilograms (150 lb) of lift force per day. Taking into account its heavy load, Ekholm estimated that it would be able to stay airborne for 17 days at most, not 30. When it was time to go home, he warned Andrée that he would not take part in the next attempt, scheduled for summer 1897, unless a stronger, better-sealed balloon was bought. Andrée resisted Ekholm's criticisms to the point of deception. On the boat back from Svalbard, Ekholm learned from the chief engineer of the hydrogen plant the explanation of some anomalies he had noticed in his measurements: Andrée had from time to time secretly ordered extra topping-up of the hydrogen in the balloon. Andrée's motives for such self-destructive behavior are not known. Several modern writers, following Sundman's Andrée portrait in the semi-documentary novel, The Flight of the Eagle (1967), have speculated that he had by this time become the prisoner of his own successful fundraising campaign. The sponsors and the media followed every delay and reported on every setback, and were clamoring for results. Andrée, Strindberg, and Ekholm had been seen off by cheering crowds in Stockholm and Gothenburg, and now all the expectations were coming to nothing with the long wait for southerly winds at Danes Island. Especially pointed was the contrast between Nansen's simultaneous return, covered in polar glory from his daring yet well-planned expedition on the ship Fram, and Andrée's failure even to launch his own much-hyped conveyance. Sundman theorizes that Andrée could not face letting the press report that he did not know the prevailing wind direction, and had also miscalculated in ordering the balloon, and needed a new one to rectify his error. After the 1896 launch was called off, enthusiasm declined for joining the expedition for the second attempt in 1897. From the candidates Andrée picked the 27-year-old engineer, Knut Frænkel, to replace Ekholm. Frænkel was a civil engineer from the north of Sweden, an athlete who was fond of long mountain hikes. He was enrolled specifically to take over Ekholm's meteorological observations. Despite lacking Ekholm's theoretical and scientific knowledge, he handled this task efficiently. His meteorological journal has enabled researchers to reconstruct the movements of the three men during their last few months with considerable precision. ## Expedition of 1897 ### Launch, flight, and landing Returning to Danes Island in the summer of 1897, the expedition found that the balloon hangar built the year before had weathered the winter storms well. The winds were more favorable, too. Andrée had strengthened his leadership position by replacing the older and critical Ekholm, an authority in his field, with the more enthusiastic Frænkel. On 11 July, in a steady wind from the south-west, the top of the plank hangar was dismantled, the three explorers climbed into the already heavy basket, and Andrée dictated one last-minute telegram to King Oscar and another to the newspaper Aftonbladet, holder of press rights to the expedition. The large support team cut away the last ropes holding the balloon and it rose slowly. Moving out low over the water, it was pulled so far down by the friction of the several-hundred-meter-long drag ropes against the ground as to dip the basket into the water. The friction also twisted the ropes around, detaching them from their screw holds. These holds were a new safety feature that Andrée had reluctantly been persuaded to add, whereby ropes that got caught on the ground could be more easily dropped. Most of the ropes unscrewed at once and 530 kilograms (1,170 lb) of rope were lost, while the three explorers could simultaneously be seen to dump 210 kilograms (460 lb) of sand overboard to get the basket clear of the water. 740 kilograms (1,630 lb) of essential weight was thus lost in the first few minutes. Before it was well clear of the launch site, Eagle had turned from a supposedly steerable craft into an ordinary hydrogen balloon with a few ropes hanging from it, at the mercy of the wind; its crew had no means to direct it to any particular goal and had too little ballast for stability. Lightened, the balloon rose to 700 metres (2,300 ft), an unimagined height, where the lower air pressure made the hydrogen escape all the faster through the eight million stitching holes. The balloon had two means of communication with the outside world: buoys and homing pigeons. The buoys, steel cylinders encased in cork, were intended to be dropped from the balloon into the water or onto the ice, to be carried to civilization by the currents. Only two buoy messages have ever been found. One was dispatched by Andrée on 11 July, a few hours after takeoff, and reads: "Our journey goes well so far. We sail at an altitude of about 250 m (820 ft), at first N 10° east, but later N 45° east [...] Weather delightful. Spirits high." The second was dropped an hour later and gave the height as 600 metres (2,000 ft). Aftonbladet had supplied the pigeons, bred in northern Norway with the optimistic hope that they would manage to return there, and their message cylinders contained pre-printed instructions in Norwegian asking the finder to pass the messages on to the paper's address in Stockholm. Andrée released at least four pigeons, but only one was ever retrieved, by a Norwegian steamer where the pigeon had alighted and been promptly shot. Its message is dated 13 July and gives the travel direction at that point as East by 10° South. The message reads: "The Andree Polar Expedition to the 'Aftonbladet', Stockholm. 13 July, 12.30 p.m., 82 deg. north latitude, 15 deg. 5 min. east longitude. Good journey eastwards, 10 deg. south. All goes well on board. This is the third message sent by pigeon. Andree." Lundström and others note that all three messages fail to mention the accident at takeoff, or the increasingly desperate situation, which Andrée described fully in his main diary. The balloon was out of equilibrium, sailing much too high and thereby losing hydrogen faster than even Ekholm had feared, then repeatedly threatening to crash on the ice. It was weighed down by being rain-soaked ("dripping wet", writes Andrée in the diary), and the men were throwing all the sand and some of the payload overboard to keep it airborne. Free flight lasted for 10 hours and 29 minutes and was followed by another 41 hours of bumpy riding with frequent ground contact before the inevitable final crash. Eagle traveled for two days and three-and-a-half hours altogether, during which time, according to Andrée, none of the three men got any sleep. The definitive landing appears to have been gentle. Neither the men nor the homing pigeons in their wicker cages were hurt, and none of the equipment was damaged, not even the delicate optical instruments and Strindberg's two cameras. ### On foot on the ice From the moment the three were grounded on 14 July, Strindberg's highly specialized cartographic camera, which had been brought to map the region from the air, became instead a means of recording daily life in the icescape and the constant danger and drudgery of the trek. Strindberg took about 200 photos with his seven-kilogram (15 lb) camera over the course of the three months they spent on the pack ice, one of the most famous being his picture of Andrée and Frænkel contemplating the fallen Eagle. Andrée and Frænkel also kept meticulous records of their experiences and geographical positions, Andrée in his "main diary", Frænkel in his meteorological journal. Strindberg's own stenographic diary was more personal in content, and included his general reflections on the expedition, as well as several messages to his fiancée Anna Charlier. All three manuscripts were eventually retrieved from the ice on Kvitøya in 1930. Eagle had been stocked with safety equipment such as guns, snowshoes, sleds, skis, a tent, a small boat (in the form of a bundle of bent sticks, to be assembled and covered with balloon silk), most of it stored not in the basket but in the storage space arranged above the balloon ring. These items had not been put together with great care, and little attention was paid to existing designs used by societies living in polar regions. In this, Andrée contrasted not only with later but also with many earlier explorers. Andrée's rigid sleds proved impractical for the difficult terrain, with channels separating the ice floes, high ridges, and partially iced-over melt ponds. The men's clothes included no furs but were woolen coats and trousers, plus oilskins. They wore the oilskins but the explorers reported always seeming to be damp or wet from the half-frozen pools of water on the ice and the typically foggy, humid Arctic summer air, and preoccupied with drying their clothes, mainly by wearing them. It would have meant certain death to lose the provisions lashed to one of the cumbersome sleds into one of the many channels that had to be laboriously crossed. Before starting the march, the three men spent a week in a tent at the crash site, packing up and making decisions about what and how much to bring and where to go. The far-off North Pole was discounted as an option; the choice lay between two depots of food and ammunition laid down for their safety, one at Sjuøyane in Svalbard and one at Cape Flora in Franz Josef Land. Inferring from their faulty maps that the distances to each were about equal, they decided to try for the bigger depot at Cape Flora. Strindberg took more pictures during this week than he would at any later point, including 12 frames that make up a 360-degree panorama of the crash site. The balloon had carried a lot of food, of a kind adapted more for a balloon voyage than for travels on foot. Andrée had reasoned that they might as well throw excess food overboard as sand if losing weight was necessary; and if it was not, the food would serve if wintering in the Arctic desert did, after all, become necessary. There was, therefore, less ballast and large amounts of heavy-type provisions, 767 kilograms (1,691 lb) altogether, including 200 litres (44 imp gal; 53 US gal) of water and some crates of champagne, port, beer, etc., donated by sponsors and manufacturers. There was also lemon juice, though not as much of this precaution against scurvy as other polar explorers usually thought necessary. Much of the food was in the form of cans of pemmican, meat, sausages, cheese, and condensed milk. By the time they crashed, they had thrown some of the provisions overboard. The three men took most of the rest with them on leaving the crash site, along with other necessities such as guns, tent, ammunition, and cooking utensils, making a load on each sled of more than 200 kilograms (440 lb). This was not practical, as it broke the sleds and wore out the men. After one week, they sorted out and left behind a big pile of food and non-essential equipment, bringing the loads down to 130 kilograms (290 lb) per sled. It became more necessary than ever to hunt for food. They shot and ate seals, walruses, and especially polar bears throughout the march. Starting out for Franz Josef Land to the south-east on 22 July, the three soon found that their struggle across the ice, which had ridges two stories high, was hardly bringing the goal any nearer: the drift of the ice was in the opposite direction, moving them backward. On 4 August they decided, after a long discussion, to aim for Sjuøyane in the southwest instead, hoping to reach the depot there after a six- to seven-week march, with the help of the current. The terrain in that direction was mostly extremely difficult, sometimes necessitating a crawl on all fours, but there was occasional relief in the form of open water—the little boat was apparently a functional and safe conveyance—and smooth, flat ice floes. "Paradise!" wrote Andrée. "Large even ice floes with pools of sweet drinking water and here and there a tender-fleshed young polar bear!" They made fair headway at first, but the wind turned and they were again being pushed backward, away from Sjuøyane. The wind varied between southwest and northwest over the coming weeks; they tried in vain to overcome this by turning more and more westward, but it was becoming clear that Sjuøyane was out of their reach. On 12 September, the explorers resigned themselves to wintering on the ice and camped on a large floe, letting the ice take them where it would, "which", writes Kjellström, "it had really been doing all along". Drifting rapidly due south towards Kvitøya, they hurriedly built a winter "home" on the floe against the increasing cold, with walls made of water-reinforced snow to Strindberg's design. Observing the rapidity of their drift, Andrée recorded his hopes that they might get far enough south to feed themselves entirely from the sea. However, the floe began to break up directly under the hut on 2 October, from the stresses of pressing against Kvitøya, and they were forced to bring their stores on to the island itself, which took a couple of days. Despite these difficulties, Andrée recorded in his diary, "Morale remains good. With such comrades one should be able to manage under, I may say, any circumstances." Strindberg's briefer diary entries indicate that on October 5 the party landed on the island. Strindberg then wrote "Snowstorm reconnaissance" on October 6 and the single word "Moving" on October 7. Later scientific analysis revealed the contents of the final pages of Andrée's diary, with its last entry on October 8 reading: "It feels fine to be able to sleep here on fast land as a contrast with the drifting ice out upon the ocean where we constantly heard the cracking, grinding, and din. We shall have to gather driftwood and bones of whales and will have to do some moving around when the weather permits." It is inferred from the end of Strindberg's diary on October 7 and Andreé's on October 8 that the three men died shortly afterwards. ## Speculation For the next 33 years, the fate of the expedition was shrouded in mystery, and its disappearance became part of the cultural lore in Sweden and to a certain extent elsewhere. It was actively sought for a couple of years and remained the subject of myth and rumor, with frequent international newspaper reports of possible findings. An extensive archive of American newspaper reports from the first few years, 1896–1899, titled "The Mystery of Andree", shows a much richer media interest in the expedition after it disappeared than before. A great variety of fates are suggested for it, inspired by finds, or reported finds, of remnants of what might be a balloon basket or great amounts of balloon silk, or by stories of men falling from the sky, or visions by psychics, all of which would typically locate the stranded balloon far from Danes Island and Svalbard. Lundström points out that some of the international and national reports took on the features of urban legends. They reflected a prevailing disrespect for the indigenous peoples of the Arctic, who were portrayed by newspapers as uncomprehending savages who had killed the three men or showed a deadly indifference to their plight. These speculations were refuted in 1930, upon the discovery of the expedition's final resting place on Kvitøya by the crews of two ships, the Bratvaag and the Isbjørn. ## Recovery The Norwegian Bratvaag expedition, studying the glaciers and seas of the Svalbard archipelago from the Norwegian sealing vessel Bratvaag of Ålesund, found the remains of the Andrée expedition on 5 August 1930. Kvitøya was usually inaccessible to the sealing or whaling ships of the time, as it is typically surrounded by a wide belt of thick polar ice and often hidden by thick ice fogs. However, summer in 1930 had been particularly warm, and the surrounding sea was practically free of ice. As Kvitøya was known to be a prime hunting ground for walrus and the fogs over the island on that day were comparatively thin, some of the crew of Bratvaag took this rare opportunity to land on what they called the "inaccessible island". Two of the sealers in search of water, Olav Salen and Karl Tusvick, discovered Andrée's boat near a small stream, frozen under a mound of snow and full of equipment, including a boathook engraved with the words "Andrée's Polar Expedition, 1896". Presented with this hook, Bratvaag's captain, Peder Eliassen, assigned the crew to search the site together with the expedition members. Among other finds, they uncovered a journal and two skeletons, identified as Andrée's and Strindberg's remains by monograms found on their clothing. Bratvaag left the island to continue its scheduled hunting and observations, with the intent of coming back later to see if the ice had melted further and uncovered more artifacts. Further discoveries were made by M/K Isbjørn of Tromsø, a sealing sloop chartered by news reporters to waylay Bratvaag. Unsuccessful in this, the reporters and Isbjørn's crew made instead for Kvitøya, landing on the island on 5 September in fine weather and finding even less ice than Bratvaag had. After photographing the area, they searched for and found Frænkel's body, and additional artifacts, including a tin box containing Strindberg's photographic film, his logbook, and maps. The crews of both ships turned over their finds to a scientific commission of the Swedish and Norwegian governments in Tromsø on 2 and 16 September, respectively. The bodies of the three explorers were transported to Stockholm, arriving on 5 October. ### Causes of death The bodies of the three men were cremated in 1930 without further examination upon being returned to Sweden. The question of what, exactly, caused their deaths has attracted both interest and controversy among scholars. Several medical practitioners and amateur historians have read the extensive diaries with a detective's eye, looking for clues in the diet, for telltale complaints of symptoms, and for suggestive details at the death site. They agree on many particulars. For instance, the explorers are known to have eaten mainly scanty amounts of canned and dry goods from the balloon stores, plus huge portions of half-cooked meat of polar bears and occasionally seals. The explorers frequently suffered from foot pains and diarrhea, and were always tired, cold, and wet. After September 10, Andree's diary entries, formerly made daily, grew more sporadic, and his penmanship deteriorated. When the three men moved on to Kvitøya from the ice, they left much of their valuable equipment and stores outside the tent, and even down by the water's edge, as if they were too exhausted, indifferent, or ill to carry it further. Strindberg, the youngest, died first. He was "buried" (wedged into a cliff aperture) by the others. However, the interpretation of these observations is contested. The best-known and most widely credited suggestion is that made by Ernst Tryde, a medical practitioner, in his book De döda på Vitön (The Dead on Kvitøya ) in 1952: that the men succumbed to trichinosis, which they had contracted from eating undercooked polar bear meat. Larvae of Trichinella spiralis were found in parts of a polar bear carcass at the site. Lundström and Sundman both favor this explanation. Critics note that diarrhea, which Tryde cites as the main symptomatic evidence, hardly needs an explanation beyond the general poor diet and physical misery, but some more specific symptoms of trichinosis are missing. Also, Fridtjof Nansen and his companion Hjalmar Johansen had lived largely on polar bear meat in exactly the same area for 15 months without any ill effects. Author and physician Bea Uusma notes that the rate of death of trichinosis is only 0.2 percent and that the main symptom – fever – is never noted in any of the men's diaries, also commenting that no medicines against fever appear to have been consumed by the trio. Other suggestions have included vitamin A poisoning from eating polar bear liver; however, the diary shows Andrée to have been aware of this danger. Vitamin A poisoning from eating seal liver is another theory, mentioned by Bea Uusma, who however rejects it based on the fact that the men killed a large seal on September 19 and never noted any related illness; also the rate of death from vitamin A poisoning is low. Carbon monoxide poisoning is a theory that has found a few adherents, such as the explorer Vilhjalmur Stefansson. The chief objection is that their primus stove had kerosene still in the tank when found, and that the primus stove was most likely not located inside the tent. Stefansson argues that they were using a malfunctioning stove, something he had experienced in his own expeditions. Lead poisoning from the cans in which their food was stored is an alternative suggestion, as is scurvy, botulism, suicide (they had plenty of morphine and opium), and polar bear attack. A combination favored by Kjellström is that of cold and hypothermia as the Arctic winter closed in, with dehydration and general exhaustion, apathy, and disappointment. Kjellström argues that Tryde never takes the nature of the explorers' daily life into account, and especially the crowning blow of the ice breaking up under their promisingly mobile home, forcing them to move onto a glacier island. "Posterity has expressed surprise that they died on Kvitøya, surrounded by food," writes Kjellström. "The surprise is rather that they found the strength to live so long." In 2010, writer and researcher Bea Uusma, of the Karolinska Institute in Stockholm, rejected the theory that larvae of Trichinella spiralis killed the expedition members. After examining the men's clothes, finding what was most likely rips from polar bears in Strindberg's preserved underpants (which he wore while being buried and which were subsequently salvaged in 1930), she concluded that at least Strindberg was killed by polar bears. In Uusma's award-winning book about the expedition, partly based on her own new research (including analysis of a rarely seen autopsy report from 1930), she puts forth the theory that Strindberg was attacked and killed by a polar bear, which possibly also injured Frænkel, who appears to have died shortly thereafter in the tent, wearing no mittens and shoes. Andree, having buried Strindberg and finding himself trapped alone on the island, unable to leave by himself, then possibly decided to commit suicide via morphine. This theory on Andree's cause of death is supported by the fact that his remains were found in a semi-upright position against a rock, a situation unlikely to have been caused by polar bears, rifle by his side. In addition, nearly emptied morphine bottles were found on the site, as well as Andree's diary neatly wrapped with a sweater, hay and balloon cloth, indicating that he perhaps wanted it to be preserved as a last measure in case someone would later find it. ## Legacy In 1897, Andrée's daring or foolhardy undertaking nourished Swedish patriotic pride and Swedish dreams of taking the scientific lead in the Arctic. The title of Engineer—Ingenjör Andrée—was generally and reverentially used in speaking of him, and expressed high esteem for the late 19th-century ideal of the engineer as a representative of social improvement through technological progress. The three explorers were fêted when they departed and mourned by the nation when they disappeared. When they were found, the explorers were celebrated for the heroism of their doomed two-month struggle to reach populated areas and were seen as having selflessly perished for the ideals of science and progress. The procession carrying their mortal remains from the ships into Stockholm on 5 October 1930, writes Swedish historian Sverker Sörlin, "must be one of the most solemn and grandiose manifestations of national mourning that has ever occurred in Sweden. One of the rare comparable events is the national mourning that followed the Estonia disaster in the Baltic Sea in September 1994." More recently, Andrée's heroic motives have been questioned, beginning with Per Olof Sundman's bestselling semi-documentary novel of 1967, The Flight of the Eagle. Sundman portrays Andrée as the victim of the demands of the Swedish media and establishment, and as ultimately motivated by fear rather than courage. Sundman's interpretation of the personalities involved, the blind spots of the Swedish national culture, and the role of the press are reflected in the film adaptation, Flight of the Eagle (1982), based on his novel and directed by Jan Troell. It was nominated for an Academy Award. Historian Edward Guimont has proposed that the 1930 discovery of the expedition's remains influenced H. P. Lovecraft in the writing of At the Mountains of Madness. Appreciation of Strindberg's role seems to be growing, both for the fortitude with which the untrained and unprepared student kept photographing, in what must have been a more or less permanent state of near-collapse from exhaustion and exposure, and for the artistic quality of the result. Out of the 240 exposed frames that were found on Kvitøya in waterlogged containers, 93 were saved by John Hertzberg at the Royal Institute of Technology in Stockholm, Strindberg's former workplace. In his article, "Recovering the visual history of the Andrée expedition" (2004), Tyrone Martinsson has lamented the traditional focus by previous researchers on the written records—the diaries—as primary sources of information; he renewed his claim for the historical significance of the photographs.
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Oklahoma City bombing
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1995 domestic terrorist attack in Oklahoma
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The Oklahoma City bombing was a domestic terrorist truck bombing of the Alfred P. Murrah Federal Building in Oklahoma City, Oklahoma, United States, on April 19, 1995, the second anniversary of the fiery end to the Waco siege. It was the deadliest act of terrorism in U.S. history until the September 11 attacks in 2001, and remains the deadliest act of domestic terrorism in U.S. history, and the second-deadliest overall. Perpetrated by two anti-government extremists and white supremacists, Timothy McVeigh and Terry Nichols, the bombing occurred at 9:02 a.m. and killed 168 people, injured 680, and destroyed more than one-third of the building, which had to be demolished. The blast destroyed or damaged 324 other buildings within a 16-block radius, shattered glass in 258 buildings, and destroyed 86 cars, causing an estimated \$652 million worth of damage. Local, state, federal, and worldwide agencies engaged in extensive rescue efforts in the wake of the bombing. The Federal Emergency Management Agency (FEMA) activated 11 of its Urban Search and Rescue Task Forces, consisting of 665 rescue workers who assisted in rescue and recovery operations. Within 90 minutes of the explosion, McVeigh was stopped by Oklahoma Highway Patrolman Charlie Hanger for driving without a license plate and arrested for illegal weapons possession. Forensic evidence quickly linked McVeigh and Nichols to the attack; Nichols was arrested, and within days, both were charged. Michael and Lori Fortier were later identified as accomplices. McVeigh, a veteran of the Gulf War and a sympathizer with the U.S. militia movement, had detonated a Ryder rental truck full of explosives he parked in front of the building. Nichols had assisted with the bomb's preparation. Motivated by his dislike for the U.S. federal government and unhappy about its handling of the Ruby Ridge incident in 1992 and the Waco siege in 1993, McVeigh timed his attack to coincide with the second anniversary of the fire that ended the siege at the Branch Davidian compound in Waco, Texas. The official FBI investigation, known as "OKBOMB", involved 28,000 interviews, 3,200 kg of evidence, and nearly one billion pieces of information. When the FBI raided McVeigh's home, it found a telephone number that led them to a farm where McVeigh had purchased supplies for the bombing. The bombers were tried and convicted in 1997. Sentenced to death, McVeigh was executed by lethal injection on June 11, 2001, at the U.S. federal penitentiary in Terre Haute, Indiana. Nichols was sentenced to life in prison in 2004. Michael and Lori Fortier testified against McVeigh and Nichols; Michael Fortier was sentenced to 12 years in prison for failing to warn the United States government, and Lori received immunity from prosecution in exchange for her testimony. In response to the bombing, the U.S. Congress passed the Antiterrorism and Effective Death Penalty Act of 1996, which limited access to habeas corpus in the United States, among other provisions. It also passed legislation to increase the protection around federal buildings to deter future terrorist attacks. On April 19, 2000, the Oklahoma City National Memorial was dedicated on the site of the Murrah Federal Building, commemorating the victims of the bombing. Remembrance services are held every year on April 19, at the time of the explosion. ## Planning ### Motive The chief conspirators, Timothy McVeigh and Terry Nichols, met in 1988 at Fort Benning during basic training for the U.S. Army. McVeigh met Michael Fortier as his Army roommate. The three shared interests in survivalism. McVeigh and Nichols were radicalized by white supremacist and antigovernment propaganda. They expressed anger at the federal government's handling of the 1992 Federal Bureau of Investigation (FBI) standoff with Randy Weaver at Ruby Ridge, as well as the Waco siege, a 51-day standoff in 1993 between the FBI and Branch Davidian members that began with a botched Bureau of Alcohol, Tobacco, and Firearms (ATF) attempt to execute a search warrant. There was a firefight and ultimately a siege of the compound, resulting in the burning and shooting deaths of David Koresh and 75 others. In March 1993, McVeigh visited the Waco site during the standoff, and again after the siege ended. He later decided to bomb a federal building as a response to the raids and to protest what he believed to be US government efforts to restrict rights of private citizens, in particular those under the Second Amendment. McVeigh believed that federal agents were acting like soldiers, thus making an attack on a federal building an attack on their command centers. ### Target selection McVeigh later said that, instead of attacking a building, he had contemplated assassinating Attorney General Janet Reno; FBI sniper Lon Horiuchi, who had become infamous among extremists because of his participation in the Ruby Ridge and Waco sieges; and others. McVeigh claimed he sometimes regretted not carrying out an assassination campaign. He initially intended to destroy only a federal building, but he later decided that his message would be more powerful if many people were killed in the bombing. McVeigh's criterion for attack sites was that the target should house at least two of these three federal law enforcement agencies: the Bureau of Alcohol, Tobacco, and Firearms (ATF), the Federal Bureau of Investigation (FBI), and the Drug Enforcement Administration (DEA). He regarded the presence of additional law enforcement agencies, such as the Secret Service or the U.S. Marshals Service, as a bonus. A resident of Kingman, Arizona, McVeigh considered targets in Missouri, Arizona, Texas, and Arkansas. He said in his authorized biography that he wanted to minimize non-governmental casualties, so he ruled out Simmons Tower, a 40-story building in Little Rock, Arkansas, because a florist's shop occupied space on the ground floor. In December 1994, McVeigh and Fortier visited Oklahoma City to inspect McVeigh's target: the Alfred P. Murrah Federal Building. The nine-story building, built in 1977, was named for a federal judge and housed 14 federal agencies, including the DEA, ATF, Social Security Administration, and recruiting offices for the Army and Marine Corps. McVeigh chose the Murrah building because he expected its glass front to shatter under the impact of the blast. He also believed that its adjacent large, open parking lot across the street might absorb and dissipate some of the force, and protect the occupants of nearby non-federal buildings. In addition, McVeigh believed that the open space around the building would provide better photo opportunities for propaganda purposes. He planned the attack for April 19, 1995, to coincide with not only the second anniversary of the Waco siege but also the 220th anniversary of the Battles of Lexington and Concord during the American Revolution. ### Gathering materials McVeigh and Nichols purchased or stole the materials they needed to manufacture the bomb, and stored them in rented sheds. In August 1994, McVeigh obtained nine binary-explosive Kinestiks from gun collector Roger E. Moore, and with Nichols ignited the devices outside Nichols's home in Herington, Kansas. On September 30, 1994, Nichols bought forty 50-pound (23 kg) bags of ammonium nitrate fertilizer from Mid-Kansas Coop in McPherson, Kansas, enough to fertilize 12.5 acres (5.1 hectares) of farmland at a rate of 160 pounds (73 kg) of nitrogen per acre (.4 ha), an amount commonly used for corn. Nichols bought an additional 50-pound (23 kg) bag on October 18, 1994. McVeigh approached Fortier and asked him to assist with the bombing project, but he refused. McVeigh and Nichols robbed Moore in his home of \$60,000 worth of guns, gold, silver, and jewels, transporting the property in the victim's van. McVeigh wrote Moore a letter in which he claimed that government agents had committed the robbery. Items stolen from Moore were later found in Nichols's home and in a storage shed he had rented. In October 1994, McVeigh showed Michael and his wife Lori Fortier a diagram he had drawn of the bomb he wanted to build. McVeigh planned to construct a bomb containing more than 5,000 pounds (2,300 kg) of ammonium nitrate fertilizer mixed with about 1,200 pounds (540 kg) of liquid nitromethane and 350 pounds (160 kg) of Tovex. Including the weight of the sixteen 55-U.S.-gallon drums in which the explosive mixture was to be packed, the bomb would have a combined weight of about 7,000 pounds (3,200 kg). McVeigh originally intended to use hydrazine rocket fuel, but it proved too expensive. McVeigh and his accomplices then attempted to purchase 55-U.S.-gallon (46 imp gal; 210 L) drums of nitromethane at various NHRA Drag Racing Series events during the season. His first attempt was at the Sears Craftsman Nationals, held at Heartland Motorsports Park in Pauline, Kansas. World Wide Racing Fuels representative Steve LeSueur, one of three dealers of nitromethane, was at his unit when he noted a "young man in fatigues" wanted to purchase nitromethane and hydrazine. Another fuel salesman, Glynn Tipton, of VP Racing Fuels, testified on May 1, 1997, about McVeigh's attempts to purchase both nitromethane and hydrazine. After the event, Tipton informed Wade Gray of Texas Allied Chemical, a chemical agent for VP Racing Fuels, who informed Tipton of the explosiveness of a nitromethane and hydrazine mixture. McVeigh, using an assumed name, then called Tipton's office. Suspicious of his behavior, Tipton refused to sell McVeigh the fuel. The next round of the NHRA championship tour was the Chief Auto Parts Nationals at the Texas Motorplex in Ennis, Texas, where McVeigh posed as a motorcycle racer and attempted to purchase nitromethane on the pretext that he and some fellow bikers needed it for racing. But there were no nitromethane-powered motorcycles at the meeting, and he did not have an NHRA competitors' license. LeSeuer again refused to sell McVeigh the fuel because he was suspicious of McVeigh's actions and attitudes, but VP Racing Fuels representative Tim Chambers sold McVeigh three barrels. Chambers questioned the purchase of three barrels, when typically only 1–5 gallons would be purchased by a Top Fuel Harley rider, and the class was not even raced that weekend. McVeigh rented a storage space in which he stockpiled seven crates of 18-inch-long (46 cm) Tovex "sausages", 80 spools of shock tube, and 500 electric blasting caps, which he and Nichols had stolen from a Martin Marietta Aggregates quarry in Marion, Kansas. He decided not to steal any of the 40,000 pounds (18,000 kg) of ANFO (ammonium nitrate/fuel oil) he found at the scene, as he did not believe it was powerful enough (he did obtain 17 bags of ANFO from another source for use in the bomb). McVeigh made a prototype bomb that was detonated in the desert to avoid detection. Later, speaking about the military mindset with which he went about the preparations, he said, "You learn how to handle killing in the military. I face the consequences, but you learn to accept it." He compared his actions to the atomic bombings of Hiroshima and Nagasaki, rather than the attack on Pearl Harbor, reasoning it was necessary to prevent more lives from being lost. On April 14, 1995, McVeigh paid for a motel room at the Dreamland Motel in Junction City, Kansas. The next day, he rented a 1993 Ford F-700 truck from Ryder under the name Robert D. Kling, an alias he adopted because he knew an Army soldier named Kling with whom he shared physical characteristics, and because it reminded him of the Klingon warriors of Star Trek. On April 16, 1995, he and Nichols drove to Oklahoma City, where he parked a getaway car, a yellow 1977 Mercury Marquis, several blocks from the Murrah Federal Building. The nearby Regency Towers Apartments' lobby security camera recorded images of Nichols's blue 1984 GMC pickup truck on April 16. After removing the car's license plate, he left a note covering the Vehicle Identification Number (VIN) plate that read, "Not abandoned. Please do not tow. Will move by April 23. (Needs battery & cable)." Both men then returned to Kansas. ### Building the bomb On April 17–18, 1995, McVeigh and Nichols removed the bomb supplies from their storage unit in Herington, Kansas, where Nichols lived, and loaded them into the Ryder rental truck. They then drove to Geary Lake State Park, where they nailed boards onto the floor of the truck to hold the 13 barrels in place and mixed the chemicals using plastic buckets and a bathroom scale. Each filled barrel weighed nearly 500 pounds (230 kg). McVeigh added more explosives to the driver's side of the cargo bay, which he could ignite (killing himself in the process) at close range with his Glock 21 pistol in case the primary fuses failed. During McVeigh's trial, Lori Fortier stated that McVeigh claimed to have arranged the barrels in order to form a shaped charge. This was achieved by tamping (placing material against explosives opposite the target of the explosion) the aluminum side panel of the truck with bags of ammonium nitrate fertilizer to direct the blast laterally towards the building. Specifically, McVeigh arranged the barrels in the shape of a backwards J; he later said that for pure destructive power, he would have put the barrels on the side of the cargo bay closest to the Murrah Building; however, such an unevenly distributed 7,000-pound (3,200 kg) load might have broken an axle, flipped the truck over, or at least caused it to lean to one side, which could have drawn attention. All or most of the barrels of ANNM contained metal cylinders of acetylene intended to increase the fireball and the brisance of the explosion. McVeigh then added a dual-fuse ignition system accessible from the truck's front cab. He drilled two holes in the cab of the truck under the seat, while two holes were also drilled in the body of the truck. One green cannon fuse was run through each hole into the cab. These time-delayed fuses led from the cab through plastic fish-tank tubing conduit to two sets of non-electric blasting caps which would ignite around 350 pounds (160 kg) of the high-grade explosives that McVeigh stole from a rock quarry. The tubing was painted yellow to blend in with the truck's livery, and duct-taped in place to the wall to make it harder to disable by yanking from the outside. The fuses were set up to initiate, through shock tubes, the 350 pounds (160 kg) of Tovex Blastrite Gel sausages, which would in turn set off the configuration of barrels. Of the 13 filled barrels, nine contained ammonium nitrate and nitromethane, and four contained a mixture of the fertilizer and about 4 U.S. gallons (3.3 imp gal; 15 L) of diesel fuel. Additional materials and tools used for manufacturing the bomb were left in the truck to be destroyed in the blast. After finishing the truck bomb, the two men separated; Nichols returned home to Herington and McVeigh traveled with the truck to Junction City. The bomb cost about \$5,000 () to make. ## Bombing McVeigh's original plan had been to detonate the bomb at 11:00 a.m., but at dawn on April 19, 1995, he decided instead to destroy the building at 9:00 a.m. As he drove toward the Murrah Federal Building in the Ryder truck, McVeigh carried with him an envelope containing pages from The Turner Diaries – a fictional account of white supremacists who ignite a revolution by blowing up the FBI headquarters at 9:15 one morning using a truck bomb. McVeigh wore a printed T-shirt with Sic semper tyrannis ("Thus always to tyrants")—what according to legend Brutus said as he assassinated Julius Caesar and is also claimed to have been shouted by John Wilkes Booth immediately after the assassination of Abraham Lincoln—and "The tree of liberty must be refreshed from time to time with the blood of patriots and tyrants" (from Thomas Jefferson). He also carried an envelope full of revolutionary materials that included a bumper sticker with the slogan, falsely attributed to Thomas Jefferson, "When the government fears the people, there is liberty. When the people fear the government, there is tyranny." Underneath, McVeigh had written, "Maybe now, there will be liberty!" with a hand-copied quote by John Locke asserting that a man has a right to kill someone who takes away his liberty. McVeigh entered Oklahoma City at 8:50 a.m. At 8:57 a.m., the Regency Towers Apartments' lobby security camera that had recorded Nichols's pickup truck three days earlier recorded the Ryder truck heading towards the Murrah Federal Building. At the same moment, McVeigh lit the five-minute fuse. Three minutes later, still a block away, he lit the two-minute fuse. He parked the Ryder truck in a drop-off zone situated under the building's day-care center, exited and locked the truck. As he headed to his getaway vehicle, he dropped the keys to the truck a few blocks away. At 9:02 a.m. (14:02 UTC), the Ryder truck, containing over 4,800 pounds (2,200 kg) of ammonium nitrate fertilizer, nitromethane, and diesel fuel mixture, detonated in front of the north side of the nine-story Alfred P. Murrah Federal Building. 168 people were killed and hundreds more injured. One third of the building was destroyed by the explosion, which created a 30-foot-wide (9.1 m), 8-foot-deep (2.4 m) crater on NW 5th Street next to the building. The blast destroyed or damaged 324 buildings within a 4-block radius, and shattered glass in 258 nearby buildings. The broken glass alone accounted for 5 percent of the death total and 69 percent of the injuries outside the Murrah Federal Building. The blast destroyed or burned 86 cars around the site. The destruction of the buildings left several hundred people homeless and shut down a number of offices in downtown Oklahoma City. The explosion was estimated to have caused at least \$652 million worth of damage. The effects of the blast were equivalent to over 5,000 pounds (2,300 kg) of TNT, and could be heard and felt up to 55 miles (89 km) away. Seismometers at the Omniplex Science Museum in Oklahoma City, 4.3 miles (6.9 km) away, and in Norman, Oklahoma, 16.1 miles (25.9 km) away, recorded the blast as measuring approximately 3.0 on the Richter magnitude scale. The collapse of the northern half of the building took roughly 7 seconds. As the truck exploded, it first destroyed the column next to it, designated as G20, and shattered the entire glass facade of the building. The shockwave of the explosion forced the lower floors upwards, before the fourth and fifth floors collapsed onto the third floor, which housed a transfer beam that ran the length of the building and was being supported by four pillars below and was supporting the pillars that hold the upper floors. The added weight meant that the third floor gave way along with the transfer beam, which in turn caused the collapse of the building. ## Arrests Initially, the FBI had three hypotheses about responsibility for the bombing: international terrorists, possibly the same group that had carried out the World Trade Center bombing; a drug cartel, carrying out an act of vengeance against DEA agents in the building's DEA office; and anti-government radicals attempting to start a rebellion against the federal government. McVeigh was arrested within 90 minutes of the explosion, as he was traveling north on Interstate 35 near Perry in Noble County, Oklahoma. Oklahoma State Trooper Charlie Hanger stopped McVeigh for driving his yellow 1977 Mercury Marquis without a license plate, and arrested him for having a concealed weapon. For his home address, McVeigh falsely claimed he resided at Terry Nichols's brother James's house in Michigan. After booking McVeigh into jail, Trooper Hanger searched his patrol car and found a business card which had been concealed by McVeigh after being handcuffed. Written on the back of the card, which was from a Wisconsin military surplus store, were the words "TNT at \$5 a stick. Need more." The card was later used as evidence during McVeigh's trial. While investigating the VIN on an axle of the truck used in the explosion and the remnants of the license plate, federal agents were able to link the truck to a specific Ryder rental agency in Junction City, Kansas. Using a sketch created with the assistance of Eldon Elliot, owner of the agency, the agents were able to implicate McVeigh in the bombing. McVeigh was also identified by Lea McGown of the Dreamland Motel, who remembered him parking a large yellow Ryder truck in the lot; McVeigh had signed in under his real name at the motel, using an address that matched the one on his forged license and the charge sheet at the Perry Police Station. Before signing his real name at the motel, McVeigh had used false names for his transactions. However, McGown noted, "People are so used to signing their own name that when they go to sign a phony name, they almost always go to write, and then look up for a moment as if to remember the new name they want to use. That's what [McVeigh] did, and when he looked up I started talking to him, and it threw him." After an April 21, 1995 court hearing on the gun charges, but before McVeigh's release, federal agents took him into custody as they continued their investigation into the bombing. Rather than talk to investigators about the bombing, McVeigh demanded an attorney. Having been tipped off by the arrival of police and helicopters that a bombing suspect was inside, a restless crowd began to gather outside the jail. While McVeigh's requests for a bulletproof vest or transport by helicopter were denied, authorities did use a helicopter to transport him from Perry to Oklahoma City. Federal agents obtained a warrant to search the house of McVeigh's father, Bill, after which they broke down the door and wired the house and telephone with listening devices. FBI investigators used the resulting information gained, along with the fake address McVeigh had been using, to begin their search for the Nichols brothers, Terry and James. On April 21, 1995, Terry Nichols learned that he was being hunted, and turned himself in. Investigators discovered incriminating evidence at his home: ammonium nitrate and blasting caps, the electric drill used to drill out the locks at the quarry, books on bomb-making, a copy of Hunter (a 1989 novel by William Luther Pierce, the founder and chairman of the National Alliance, a white nationalist group) and a hand-drawn map of downtown Oklahoma City, on which the Murrah Building and the spot where McVeigh's getaway car was hidden were marked. After a nine-hour interrogation, Terry Nichols was formally held in federal custody until his trial. On April 25, 1995, James Nichols was also arrested, but he was released after 32 days due to lack of evidence. McVeigh's sister Jennifer was accused of illegally mailing ammunition to McVeigh, but she was granted immunity in exchange for testifying against him. A Jordanian-American man traveling from his home in Oklahoma City to visit family in Jordan on April 19, 1995, was detained and questioned by the FBI at the airport. Several Arab-American groups criticized the FBI for racial profiling, and the subsequent media coverage for publicizing the man's name. Attorney General Reno denied claims that the federal government relied on racial profiling, while FBI director Louis J. Freeh told a press conference that the man was never a suspect, and was instead treated as a "witness" to the Oklahoma City bombing, who assisted the government's investigation. ## Casualties An estimated 646 people were inside the building when the bomb exploded. By the end of the day, 14 adults and six children were confirmed dead, and over 100 injured. The toll eventually reached 168 confirmed dead, not including an unmatched left leg that could have belonged to an unidentified 169th victim. Most of the deaths resulted from the collapse of the building, rather than the bomb blast itself. Those killed included 163 who were in the Alfred P. Murrah Federal Building, one person in the Athenian Building, one woman in a parking lot across the street, a man and woman in the Oklahoma Water Resources building and a rescue worker struck on the head by debris. The victims ranged in age from three months to 73 years and included three pregnant women. Of the dead, 108 worked for the Federal government: Drug Enforcement Administration (5); Secret Service (6); Department of Housing and Urban Development (35); Department of Agriculture (7); Customs Office (2); Department of Transportation/Federal Highway Administration (11); General Services Administration (2); and the Social Security Administration (40). Eight of the federal government victims were federal law enforcement agents. Of those law enforcement agents, four were members of the U.S. Secret Service; two were members of the U.S. Customs Service; one was a member of the U.S. Drug Enforcement Administration and one was a member of the U.S. Department of Housing and Urban Development. Six of the victims were U.S. military personnel; two were members of the U.S. Army; two were members of the U.S. Air Force, and two were members of the U.S. Marine Corps. The victims also included 19 children, of whom 15 were in the America's Kids Day Care Center. The bodies of the 168 victims were identified at a temporary morgue set up at the scene. A team of 24 identified the victims using full-body X-rays, dental examinations, fingerprinting, blood tests, and DNA testing. More than 680 people were injured. The majority of the injuries were abrasions, severe burns, and bone fractures. McVeigh later acknowledged the casualties, saying, "I didn't define the rules of engagement in this conflict. The rules, if not written down, are defined by the aggressor. It was brutal, no holds barred. Women and kids were killed at Waco and Ruby Ridge. You put back in [the government's] faces exactly what they're giving out." He later stated "I wanted the government to hurt like the people of Waco and Ruby Ridge had." ## Response and relief ### Rescue efforts At 9:03 a.m., the first of over 1,800 9-1-1 calls related to the bombing was received by Emergency Medical Services Authority (EMSA). By that time, EMSA ambulances, police, and firefighters had heard the blast and were already headed to the scene. Nearby civilians, who had also witnessed or heard the blast, arrived to assist the victims and emergency workers. Within 23 minutes of the bombing, the State Emergency Operations Center (SEOC) was set up, consisting of representatives from the state departments of public safety, human services, military, health, and education. Assisting the SEOC were agencies including the National Weather Service, the Air Force, the Civil Air Patrol, and the American Red Cross. Immediate assistance also came from 465 members of the Oklahoma National Guard, who arrived within the hour to provide security, and from members of the Department of Civil Emergency Management. Terrance Yeakey and Jim Ramsey, from the Oklahoma City Police Department, were among the first officers to arrive at the site. The EMS command post was set up almost immediately following the attack and oversaw triage, treatment, transportation, and decontamination. A simple plan/objective was established: treatment and transportation of the injured was to be done as quickly as possible, supplies and personnel to handle a large number of patients was needed immediately, the dead needed to be moved to a temporary morgue until they could be transferred to the coroner's office, and measures for a long-term medical operation needed to be established. The triage center was set up near the Murrah Building and all the wounded were directed there. Two hundred and ten patients were transported from the primary triage center to nearby hospitals within the first couple of hours following the bombing. Within the first hour, 50 people were rescued from the Murrah Federal Building. Victims were sent to every hospital in the area. The day of the bombing, 153 people were treated at St. Anthony Hospital, eight blocks from the blast, over 70 people were treated at Presbyterian Hospital, 41 people were treated at University Hospital, and 18 people were treated at Children's Hospital. Temporary silences were observed at the blast site so that sensitive listening devices capable of detecting human heartbeats could be used to locate survivors. In some cases, limbs had to be amputated without anesthetics (avoided because of the potential to induce shock) in order to free those trapped under rubble. The scene had to be periodically evacuated as the police received tips claiming that other bombs had been planted in the building. At 10:28 a.m., rescuers found what they believed to be a second bomb. Some rescue workers refused to leave until police ordered the mandatory evacuation of a four-block area around the site. The device was determined to be a three-foot (.9-m) long TOW missile used in the training of federal agents and bomb-sniffing dogs; although actually inert, it had been marked "live" in order to mislead arms traffickers in a planned law enforcement sting. On examination the missile was determined to be inert, and relief efforts resumed 45 minutes later. The last survivor, a 15-year-old girl found under the base of the collapsed building, was rescued at around 7 p.m. In the days following the blast, over 12,000 people participated in relief and rescue operations. The Federal Emergency Management Agency (FEMA) activated 11 of its Urban Search and Rescue Task Forces, bringing in 665 rescue workers. One nurse was killed in the rescue attempt after she was hit on the head by debris, and 26 other rescuers were hospitalized because of various injuries. Twenty-four K-9 units and out-of-state dogs were brought in to search for survivors and bodies in the building debris. In an effort to recover additional bodies, 100 to 350 short tons (91 to 318 t) of rubble were removed from the site each day from April 24 to 29. Rescue and recovery efforts were concluded at 12:05 a.m. on May 5, by which time the bodies of all but three of the victims had been recovered. For safety reasons, the building was initially slated to be demolished shortly afterward. McVeigh's attorney, Stephen Jones, filed a motion to delay the demolition until the defense team could examine the site in preparation for the trial. At 7:02 a.m. on May 23, more than a month after the bombing, the Murrah Federal building was demolished. The EMS Command Center remained active and was staffed 24 hours a day until the demolition. The final three bodies to be recovered were those of two credit union employees and a customer. For several days after the building's demolition, trucks hauled away 800 short tons (730 t) of debris a day from the site. Some of the debris was used as evidence in the conspirators' trials, incorporated into memorials, donated to local schools, or sold to raise funds for relief efforts. ### Humanitarian aid The national humanitarian response was immediate, and in some cases even overwhelming. Large numbers of items such as wheelbarrows, bottled water, helmet lights, knee pads, rain gear, and even football helmets were donated. The sheer quantity of such donations caused logistical and inventory control problems until drop-off centers were set up to accept and sort the goods. The Oklahoma Restaurant Association, which was holding a trade show in the city, assisted rescue workers by providing 15,000 to 20,000 meals over ten days. The Salvation Army served over 100,000 meals and provided over 100,000 ponchos, gloves, hard hats, and knee pads to rescue workers. Local residents and those from further afield responded to the requests for blood donations. Of the over 9,000 units of blood donated, 131 were used; the rest were stored in blood banks. ### Federal and state government aid At 9:45 a.m., Governor Frank Keating declared a state of emergency and ordered all non-essential workers in the Oklahoma City area to be released from their duties for their safety. President Bill Clinton learned about the bombing at around 9:30 a.m. while he was meeting with Turkish Prime Minister Tansu Çiller at the White House. Before addressing the nation, President Clinton considered grounding all planes in the Oklahoma City area to prevent the bombers from escaping by air, but decided against it. At 4:00 p.m., President Clinton declared a federal emergency in Oklahoma City and spoke to the nation: > The bombing in Oklahoma City was an attack on innocent children and defenseless citizens. It was an act of cowardice and it was evil. The United States will not tolerate it, and I will not allow the people of this country to be intimidated by evil cowards. He ordered that flags for all federal buildings be flown at half-staff for 30 days in remembrance of the victims. Four days later, on April 23, 1995, Clinton spoke from Oklahoma City. No major federal financial assistance was made available to the survivors of the Oklahoma City bombing, but the Murrah Fund set up in the wake of the bombing attracted over \$300,000 in federal grants. Over \$40 million was donated to the city to aid disaster relief and to compensate the victims. Funds were initially distributed to families who needed it to get back on their feet, and the rest was held in trust for longer-term medical and psychological needs. By 2005, \$18 million of the donations remained, some of which was earmarked to provide a college education for each of the 219 children who lost one or both parents in the bombing. A committee chaired by Daniel Kurtenbach of Goodwill Industries provided financial assistance to the survivors. ### International reaction International reactions to the bombing varied. President Clinton received many messages of sympathy, including those from Queen Elizabeth II of the United Kingdom, Yasser Arafat of the Palestine Liberation Organization, and P. V. Narasimha Rao of India. Iran condemned the bombing as an attack on innocent people, but also blamed the U.S. government's policies for inciting it. Other condolences came from Russia, Canada, Australia, the United Nations, and the European Union, among other nations and organizations. Several countries offered to assist in both the rescue efforts and the investigation. France offered to send a special rescue unit, and Israeli Prime Minister Yitzhak Rabin offered to send agents with anti-terrorist expertise to help in the investigation. President Clinton declined Israel's offer, believing that accepting it would increase anti-Muslim sentiments and endanger Muslim-Americans. ### Children affected In the wake of the bombing, the national media focused on the fact that 19 of the victims had been babies and children, many in the day-care center. At the time of the bombing, there were 100 day-care centers in the United States in 7,900 federal buildings. McVeigh later stated that he was unaware of the day-care center when choosing the building as a target, and if he had known "... it might have given me pause to switch targets. That's a large amount of collateral damage." The FBI stated that McVeigh scouted the interior of the building in December 1994 and likely knew of the day-care center before the bombing. In April 2010, Joseph Hartzler, the prosecutor at McVeigh's trial, questioned how McVeigh could have decided to pass over a prior target building because of a florist shop but at the Murrah building, not "... notice that there's a child day-care center there, that there was a credit union there and a Social Security office?" Schools across the country were dismissed early and ordered closed. A photograph of firefighter Chris Fields emerging from the rubble with infant Baylee Almon, who later died in a nearby hospital, was reprinted worldwide and became a symbol of the attack. The photo, taken by bank employee Charles H. Porter IV, won the 1996 Pulitzer Prize for Spot News Photography and appeared on newspapers and magazines for months following the attack. Aren Almon Kok, mother of Baylee Almon, said of the photo, "It was very hard to go to stores because they are in the check out aisle. It was always there. It was devastating. Everybody had seen my daughter dead. And that's all she became to them. She was a symbol. She was the girl in the fireman's arms. But she was a real person that got left behind." The images and media reports of children dying terrorized many children who, as demonstrated by later research, showed symptoms of post-traumatic stress disorder. Children became a primary focus of concern in the mental health response to the bombing and many bomb-related services were delivered to the community, young and old alike. These services were delivered to public schools of Oklahoma and reached approximately 40,000 students. One of the first organized mental health activities in Oklahoma City was a clinical study of middle and high school students conducted seven weeks after the bombing. The study focused on middle and high school students who had no connection or relationship to the victims of the bombing. This study showed that these students, although deeply moved by the event and showing a sense of vulnerability on the matter, had no difficulty with the demands of school or home life, as contrasted to those who were connected to the bombing and its victims, who had post-traumatic stress disorder. Children were also affected through the loss of parents in the bombing. Many children lost one or both parents in the blast, with a reported seven children losing their only remaining parent. Children of the disaster have been raised by single parents, foster parents, and other family members. Adjusting to the loss has made these children suffer psychologically and emotionally. One orphan who was interviewed (of the at least 10 orphaned children) reported sleepless nights and an obsession with death. President Clinton stated that after seeing images of babies being pulled from the wreckage, he was "beyond angry" and wanted to "put [his] fist through the television". Clinton and his wife Hillary requested that aides talk to child care specialists about how to communicate with children regarding the bombing. President Clinton said to the nation three days after the bombing, "I don't want our children to believe something terrible about life and the future and grownups in general because of this awful thing ... most adults are good people who want to protect our children in their childhood and we are going to get through this". On April 22, 1995, the Clintons spoke in the White House with over 40 federal agency employees and their children, and in a live nationwide television and radio broadcast, addressed their concerns. ### Media coverage Hundreds of news trucks and members of the press arrived at the site to cover the story. The press immediately noticed that the bombing took place on the second anniversary of the Waco incident. Many initial news stories hypothesized the attack had been undertaken by Islamic terrorists, such as those who had masterminded the 1993 World Trade Center bombing. Some media reported that investigators wanted to question men of Middle Eastern appearance. Hamzi Moghrabi, chairman of the American-Arab Anti-Discrimination Committee, blamed the media for harassment of Muslims and Arabs that took place after the bombing. As the rescue effort wound down, the media interest shifted to the investigation, arrests, and trials of Timothy McVeigh and Terry Nichols, and on the search for an additional suspect named "John Doe Number Two." Several witnesses claimed to have seen a second suspect, who did not resemble Nichols, with McVeigh. Those who expressed sympathy for McVeigh typically described his deed as an act of war, as in the case of Gore Vidal's essay The Meaning of Timothy McVeigh. ## Trials and sentencing of the conspirators The Federal Bureau of Investigation (FBI) led the official investigation, known as OKBOMB, with Weldon L. Kennedy acting as special agent in charge. Kennedy oversaw 900 federal, state, and local law enforcement personnel, including 300 FBI agents, 200 officers from the Oklahoma City Police Department, 125 members of the Oklahoma National Guard, and 55 officers from the Oklahoma Department of Public Safety. The crime task force was deemed the largest since the investigation into the assassination of John F. Kennedy. OKBOMB was the largest criminal case in America's history, with FBI agents conducting 28,000 interviews, amassing 3.5 short tons (3.2 t) of evidence, and collecting nearly one billion pieces of information. Federal judge Richard Paul Matsch ordered that the venue for the trial be moved from Oklahoma City to Denver, Colorado, ruling that the defendants would be unable to receive a fair trial in Oklahoma. The investigation led to the separate trials and convictions of McVeigh, Nichols and Fortier. ### Timothy McVeigh Opening statements in McVeigh's trial began on April 24, 1997. The United States was represented by a team of prosecutors led by Joseph Hartzler. In his opening statement Hartzler outlined McVeigh's motivations, and the evidence against him. McVeigh, he said, had developed a hatred of the government during his time in the army, after reading The Turner Diaries. His beliefs were supported by what he saw as the militia's ideological opposition to increases in taxes and the passage of the Brady Bill, and were further reinforced by the Waco and Ruby Ridge incidents. The prosecution called 137 witnesses, including Michael Fortier and his wife Lori, and McVeigh's sister, Jennifer McVeigh, all of whom testified to confirm McVeigh's hatred of the government and his desire to take militant action against it. Both Fortiers testified that McVeigh had told them of his plans to bomb the Alfred P. Murrah Federal Building. Michael Fortier revealed that McVeigh had chosen the date, and Lori Fortier testified that she had created the false identification card McVeigh used to rent the Ryder truck. McVeigh was represented by a team of six principal attorneys, led by Stephen Jones. According to law professor Douglas O. Linder, McVeigh wanted Jones to present a "necessity defense" – which would argue that he was in "imminent danger" from the government (that his bombing was intended to prevent future crimes by the government, such as the Waco and Ruby Ridge incidents). McVeigh argued that "imminent" does not mean "immediate": "If a comet is hurtling toward the earth, and it's out past the orbit of Pluto, it's not an immediate threat to Earth, but it is an imminent threat." Despite McVeigh's wishes, Jones attempted to discredit the prosecution's case in an attempt to instill reasonable doubt. Jones also believed that McVeigh was part of a larger conspiracy, and sought to present him as "the designated patsy", but McVeigh disagreed with Jones arguing that rationale for his defense. After a hearing, Judge Matsch independently ruled the evidence concerning a larger conspiracy to be too insubstantial to be admissible. In addition to arguing that the bombing could not have been carried out by two men alone, Jones also attempted to create reasonable doubt by arguing that no one had seen McVeigh near the scene of the crime, and that the investigation into the bombing had lasted only two weeks. Jones presented 25 witnesses, including Frederic Whitehurst, over a one-week period. Although Whitehurst described the FBI's sloppy investigation of the bombing site and its handling of other key evidence, he was unable to point to any direct evidence that he knew to be contaminated. A key point of contention in the case was the unmatched left leg found after the bombing. Although it was initially believed to be from a male, it was later determined to belong to Lakesha Levy, a female member of the Air Force who was killed in the bombing. Levy's coffin had to be re-opened so that her leg could replace another unmatched leg that had previously been buried with her remains. The unmatched leg had been embalmed, which prevented authorities from being able to extract DNA to determine its owner. Jones argued that the leg could have belonged to another bomber, possibly John Doe No. 2. The prosecution disputed the claim, saying that the leg could have belonged to any one of eight victims who had been buried without a left leg. Numerous damaging leaks, which appeared to originate from conversations between McVeigh and his defense attorneys, emerged. They included a confession said to have been inadvertently included on a computer disk that was given to the press, which McVeigh believed seriously compromised his chances of getting a fair trial. A gag order was imposed during the trial, prohibiting attorneys on either side from commenting to the press on the evidence, proceedings, or opinions regarding the trial proceedings. The defense was allowed to enter into evidence six pages of a 517-page Justice Department report criticizing the FBI crime laboratory and David Williams, one of the agency's explosives experts, for reaching unscientific and biased conclusions. The report claimed that Williams had worked backward in the investigation rather than basing his determinations on forensic evidence. The jury deliberated for 23 hours. On June 2, 1997, McVeigh was found guilty on 11 counts of murder and conspiracy. Although the defense argued for a reduced sentence of life imprisonment, McVeigh was sentenced to death. In May 2001, the Justice Department announced that the FBI had mistakenly failed to provide over 3,000 documents to McVeigh's defense counsel. The Justice Department also announced that the execution would be postponed for one month for the defense to review the documents. On June 6, federal judge Richard Paul Matsch ruled the documents would not prove McVeigh innocent and ordered the execution to proceed. McVeigh invited conductor David Woodard to perform pre-requiem Mass music on the eve of his execution; while reproachful of McVeigh's capital wrongdoing, Woodard consented. After President George W. Bush approved the execution (McVeigh was a federal inmate and federal law dictates that the president must approve the execution of federal prisoners), he was executed by lethal injection at the Federal Correctional Complex, Terre Haute in Terre Haute, Indiana, on June 11, 2001. The execution was transmitted on closed-circuit television so that the relatives of the victims could witness his death. McVeigh's execution was the first federal execution in 38 years. ### Terry Nichols Nichols stood trial twice. He was first tried by the federal government in 1997, and found guilty of conspiring to build a weapon of mass destruction and of eight counts of involuntary manslaughter of federal officers. After he was sentenced on June 4, 1998, to life without parole, the State of Oklahoma in 2000 sought a death-penalty conviction on 161 counts of first-degree murder (160 non-federal-agent victims and one fetus). On May 26, 2004, the jury found him guilty on all charges, but deadlocked on the issue of sentencing him to death. Presiding Judge Steven W. Taylor then determined the sentence of 161 consecutive life terms without the possibility of parole. In March 2005, FBI investigators, acting on a tip from Gregory Scarpa Jr., searched a buried crawl space in Nichols's former house, and found additional explosives missed in the preliminary search after Nichols was arrested. ### Michael and Lori Fortier Michael and Lori Fortier were considered accomplices for their foreknowledge of the planning of the bombing. In addition to Michael Fortier's assisting McVeigh in scouting the federal building, Lori Fortier had helped McVeigh laminate the fake driver's license that was later used to rent the Ryder truck. Michael Fortier agreed to testify against McVeigh and Nichols in exchange for a reduced sentence and immunity for his wife. He was sentenced on May 27, 1998, to 12 years in prison, and fined \$75,000 for failing to warn authorities about the attack. On January 20, 2006, Fortier was released from prison, transferred into the Witness Protection Program, and given a new identity. ### Others No "John Doe \#2" was ever identified, nothing conclusive was ever reported regarding the owner of the unmatched leg, and the government never openly investigated anyone else in conjunction with the bombing. Although the defense teams in both McVeigh's and Nichols's trials suggested that others were involved, Judge Steven W. Taylor found no credible, relevant, or legally admissible evidence of anyone other than McVeigh and Nichols having directly participated in the bombing. When McVeigh was asked if there were other conspirators in the bombing, he replied: "You can't handle the truth! Because the truth is, I blew up the Murrah Building, and isn't it kind of scary that one man could wreak this kind of hell?" On the morning of McVeigh's execution a letter was released in which he had written "For those die-hard conspiracy theorists who will refuse to believe this, I turn the tables and say: Show me where I needed anyone else. Financing? Logistics? Specialized tech skills? Brainpower? Strategy? ... Show me where I needed a dark, mysterious 'Mr. X'!" ## Aftermath Within 48 hours of the attack, and with the assistance of the General Services Administration (GSA), the targeted federal offices were able to resume operations in other parts of the city. According to Mark Potok, director of Intelligence Project at the Southern Poverty Law Center, his organization tracked another 60 domestic smaller-scale terrorism plots from 1995 to 2005. Several of the plots were uncovered and prevented while others caused various infrastructure damage, deaths, or other destruction. Potok revealed that in 1996 there were approximately 858 domestic militias and other antigovernment groups but the number had dropped to 152 by 2004. Shortly after the bombing, the FBI hired an additional 500 agents to investigate potential domestic terrorist attacks. ### Legislation In the wake of the bombing, the U.S. government enacted several pieces of legislation including the Antiterrorism and Effective Death Penalty Act of 1996. In response to the trials of the conspirators being moved out-of-state, the Victim Allocution Clarification Act of 1997 was signed on March 20, 1997 by President Clinton to allow the victims of the bombing (and the victims of any other future acts of violence) the right to observe trials and to offer impact testimony in sentencing hearings. In response to passing the legislation, Clinton stated that "when someone is a victim, he or she should be at the center of the criminal justice process, not on the outside looking in." In the years since the bombing, scientists, security experts, and the ATF have called on Congress to develop legislation that would require customers to produce identification when purchasing ammonium nitrate fertilizer, and for sellers to maintain records of its sale. Critics argue that farmers lawfully use large quantities of the fertilizer, and as of 2009, only Nevada and South Carolina require identification from purchasers. In June 1995, Congress enacted legislation requiring chemical taggants to be incorporated into dynamite and other explosives so that a bomb could be traced to its manufacturer. In 2008, Honeywell announced that it had developed a nitrogen-based fertilizer that would not detonate when mixed with fuel oil. The company got assistance from the Department of Homeland Security to develop the fertilizer (Sulf-N 26) for commercial use. It uses ammonium sulfate to make the fertilizer less explosive. #### Oklahoma school curriculum In the decade following the bombing, there was criticism of Oklahoma public schools for not requiring the bombing to be covered in the curriculum of mandatory Oklahoma history classes. Oklahoma History is a one-semester course required by state law for graduation from high school; however, the bombing was only covered for one to two pages at most in textbooks. The state's PASS standards (Priority Academic Student Skills) did not require that a student learn about the bombing, and focused more on other subjects such as corruption and the Dust Bowl. On April 6, 2010, House Bill 2750 was signed by Governor Brad Henry, requiring the bombing to be entered into the school curriculum for Oklahoma, U.S. and world history classes. On the signing, Governor Henry said, "Although the events of April 19, 1995, may be etched in our minds and in the minds of Oklahomans who remember that day, we have a generation of Oklahomans that has little to no memory of the events of that day.... We owe it to the victims, the survivors and all of the people touched by this tragic event to remember April 19, 1995, and understand what it meant and still means to this state and this nation." ### Building security and construction In the weeks following the bombing, the federal government ordered that all federal buildings in all major cities be surrounded with prefabricated Jersey barriers to prevent similar attacks. As part of a longer-term plan for United States federal building security, most of those temporary barriers have since been replaced with permanent and more aesthetically considerate security barriers, which are driven deep into the ground for sturdiness. All new federal buildings must now be constructed with truck-resistant barriers and with deep setbacks from surrounding streets to minimize their vulnerability to truck bombs. FBI buildings, for instance, must be set back 100 feet (30 m) from traffic. The total cost of improving security in federal buildings across the country in response to the bombing reached over \$600 million. The Murrah Federal Building had been considered so safe that it only employed one security guard. In June 1995, the DOJ issued Vulnerability Assessment of Federal Facilities, also known as The Marshals Report, the findings of which resulted in a thorough evaluation of security at all federal buildings and a system for classifying risks at over 1,300 federal facilities owned or leased by the federal government. Federal sites were divided into five security levels ranging from Level 1 (minimum security needs) to Level 5 (maximum). The Alfred P. Murrah Building was deemed a Level 4 building. Among the 52 security improvements were physical barriers, closed-circuit television monitoring, site planning and access, hardening of building exteriors to increase blast resistance, glazing systems to reduce flying glass shards and fatalities, and structural engineering design to prevent progressive collapse. The attack led to engineering improvements allowing buildings to better withstand tremendous forces, improvements which were incorporated into the design of Oklahoma City's new federal building. The National Geographic Channel documentary series Seconds From Disaster suggested that the Murrah Federal Building would probably have survived the blast had it been built according to California's earthquake design codes. ### Impact according to McVeigh McVeigh believed that the bomb attack had a positive impact on government policy. In evidence he cited the peaceful resolution of the Montana Freemen standoff in 1996, the government's \$3.1 million settlement with Randy Weaver and his surviving children four months after the bombing, and April 2000 statements by Bill Clinton regretting his decision to storm the Branch Davidian compound. McVeigh stated, "Once you bloody the bully's nose, and he knows he's going to be punched again, he's not coming back around." ### Conspiracy theories A variety of conspiracy theories have been proposed about the events surrounding the bombing. Some theories allege that individuals in the government, including President Bill Clinton, knew of the impending bombing and intentionally failed to act. Other theories focus on initial reports by local news stations of multiple other unexploded bombs within the building itself as evidence of remnants of a controlled demolition; following the attack, search and rescue operations at the site were delayed until the area had been declared safe by the Oklahoma City bomb squad and federal authorities. According to both a situation report compiled by the Federal Emergency Management Agency and a memo issued by the United States Atlantic Command the day following the attack, a second bomb located within the building was disarmed while a third was evacuated. Further theories focus on additional conspirators involved with the bombing. Additional theories claim the bombing was carried out by the government in order to frame the militia movement or to provide the impetus for new antiterrorism legislation while using McVeigh as a scapegoat. Other conspiracy theories claim that foreign agents, particularly Islamic terrorists but also the Japanese government or German Neo-Nazis, were involved in the bombing. Experts have disputed the theories and government investigations have been opened at various times to look into the theories. ## Evacuation issues Several agencies, including the Federal Highway Administration and the City of Oklahoma City, have evaluated the emergency response actions to the bombing and have proposed plans for a better response in addition to addressing issues that hindered a smooth rescue effort. Because of the crowded streets and the number of response agencies sent to the location, communication between government branches and rescue workers was muddled. Groups were unaware of the operations others were conducting, thus creating strife and delays in the search and rescue process. The City of Oklahoma City, in their After Action Report, declared that better communication and single bases for agencies would better the aid of those in disastrous situations. After the September 11 attacks in 2001, with consideration of other events, including the Oklahoma City bombing, the Federal Highway Administration proposed that major metropolitan areas create evacuation routes for civilians. These highlighted routes would allow paths for emergency crews and government agencies to enter disaster areas more quickly. By helping civilians get out and rescue workers get in, casualties would hopefully be decreased. ## Memorial observances ### Oklahoma City National Memorial For two years after the bombing the only memorials to the victims were plush toys, crucifixes, letters, and other personal items left by thousands of people at a security fence surrounding the site of the building. Many suggestions for suitable memorials were sent to Oklahoma City, but an official memorial planning committee was not set up until early 1996, when the Murrah Federal Building Memorial Task Force, composed of 350 members, was set up to formulate plans for a memorial to commemorate the victims of the bombing. On July 1, 1997, the winning design was chosen unanimously by a 15-member panel from 624 submissions. The memorial was designed at a cost of \$29 million, which was raised by public and private funds. The national memorial is part of the National Park System as an affiliated area and was designed by Oklahoma City architects Hans and Torrey Butzer and Sven Berg. It was dedicated by President Clinton on April 19, 2000, exactly five years after the bombing. Within the first year, it had 700,000 visitors. The memorial includes a reflecting pool flanked by two large gates, one inscribed with the time 9:01, the other with 9:03, the pool representing the moment of the blast. On the south end of the memorial is a field of symbolic bronze and stone chairs – one for each person lost, arranged according to what floor of the building they were on. The chairs represent the empty chairs at the dinner tables of the victims' families. The seats of the children killed are smaller than those of the adults lost. On the opposite side is the "survivor tree", part of the building's original landscaping that survived the blast and fires that followed it. The memorial left part of the foundation of the building intact, allowing visitors to see the scale of the destruction. Part of the chain link fence put in place around the site of the blast, which had attracted over 800,000 personal items of commemoration later collected by the Oklahoma City Memorial Foundation, is now on the western edge of the memorial. North of the memorial is the Journal Record Building, which now houses the Oklahoma City National Memorial Museum, an affiliate of the National Park Service. The building also contained the National Memorial Institute for the Prevention of Terrorism, a law enforcement training center. ### St. Joseph's Old Cathedral St. Joseph's Old Cathedral, one of the first brick-and-mortar churches in the city, is located to the southwest of the memorial and was severely damaged by the blast. To commemorate the event, a statue and sculpture work entitled And Jesus Wept was installed adjacent to the Oklahoma City National Memorial. The work was dedicated in May 1997 and the church was rededicated on December 1 of the same year. The church, the statue, and the sculpture are not part of the Oklahoma City memorial. ### Remembrance observance An observance is held each year to remember the victims of the bombing. An annual marathon draws thousands, and allows runners to sponsor a victim of the bombing. For the tenth anniversary of the bombing, the city held 24 days of activities, including a week-long series of events known as the National Week of Hope from April 17 to 24, 2005. As in previous years, the tenth anniversary of the bombing observances began with a service at 9:02 a.m., marking the moment the bomb went off, with the traditional 168 seconds of silence – one second for each person who was killed as a result of the blast. The service also included the traditional reading of the names, read by children to symbolize the future of Oklahoma City. Then-Vice President Dick Cheney, former President Clinton, Oklahoma Governor Brad Henry, Frank Keating, Governor of Oklahoma at the time of the bombing, and other political dignitaries attended the service and gave speeches in which they emphasized that "goodness overcame evil". The relatives of the victims and the survivors of the blast also made note of it during the service at First United Methodist Church in Oklahoma City. President George W. Bush made note of the anniversary in a written statement, part of which echoed his remarks on the execution of Timothy McVeigh in 2001: "For the survivors of the crime and for the families of the dead the pain goes on." Bush was invited but did not attend the service because he was en route to Springfield, Illinois, to dedicate the Abraham Lincoln Presidential Library and Museum. Cheney attended the service in his place. Due to the COVID-19 pandemic, the memorial site was closed to the public on April 19, 2020, and local television networks broadcast pre-recorded remembrances to mark the 25th anniversary. ## See also - 2011 Oslo bombing, attack against government offices, using similar explosives and killing 77 people. - AMIA bombing - List of terrorist incidents - Bath School disaster, the deadliest building bombing in the United States prior to the Oklahoma City bombing. ## Explanatory notes
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Amazing Grace
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"Amazing Grace" is a Christian hymn published in 1779 with words written in 1772 by English Anglican clergyman and poet John Newton (1725–1807). It is an immensely popular hymn, particularly in the United States, where it is used for both religious and secular purposes. Newton wrote the words from personal experience; he grew up without any particular religious conviction, but his life's path was formed by a variety of twists and coincidences that were often put into motion by others' reactions to what they took as his recalcitrant insubordination. He was pressed into service with the Royal Navy, and after leaving the service, he became involved in the Atlantic slave trade. In 1748, a violent storm battered his vessel off the coast of County Donegal, Ireland, so severely that he called out to God for mercy. While this moment marked his spiritual conversion, he continued slave trading until 1754 or 1755, when he ended his seafaring altogether. Newton began studying Christian theology and later became an abolitionist. Ordained in the Church of England in 1764, Newton became the curate of Olney, Buckinghamshire, where he began to write hymns with poet William Cowper. "Amazing Grace" was written to illustrate a sermon on New Year's Day of 1773. It is unknown if there was any music accompanying the verses; it may have been chanted by the congregation. It debuted in print in 1779 in Newton's and Cowper's Olney Hymns, but settled into relative obscurity in England. In the United States, "Amazing Grace" became a popular song used by Baptist and Methodist preachers as part of their evangelizing, especially in the American South, during the Second Great Awakening of the early 19th century. It has been associated with more than 20 melodies. In 1835, American composer William Walker set it to the tune known as "New Britain" in a shape note format; this is the version most frequently sung today. With the message that forgiveness and redemption are possible regardless of sins committed and that the soul can be delivered from despair through the mercy of God, "Amazing Grace" is one of the most recognisable songs in the English-speaking world. American historian Gilbert Chase writes that it is "without a doubt the most famous of all the folk hymns" and Jonathan Aitken, a Newton biographer, estimates that the song is performed about 10 million times annually. It has had particular influence in folk music, and has become an emblematic black spiritual. Its universal message has been a significant factor in its crossover into secular music. "Amazing Grace" became newly popular during the 1960s revival of American folk music, and it has been recorded thousands of times during and since the 20th century. ## History ### John Newton's conversion According to the Dictionary of American Hymnology, "Amazing Grace" is John Newton's spiritual autobiography in verse. In 1725, Newton was born in Wapping, a district in London near the Thames. His father was a shipping merchant who was brought up as a Catholic but had Protestant sympathies, and his mother was a devout Independent, unaffiliated with the Anglican Church. She had intended Newton to become a clergyman, but she died of tuberculosis when he was six years old. For the next few years, while his father was at sea Newton was raised by his emotionally distant stepmother. He was also sent to boarding school, where he was mistreated. At the age of eleven, he joined his father on a ship as an apprentice; his seagoing career would be marked by headstrong disobedience. As a youth, Newton began a pattern of coming very close to death, examining his relationship with God, then relapsing into bad habits. As a sailor, he denounced his faith after being influenced by a shipmate who discussed with him Characteristicks of Men, Manners, Opinions, Times, a book by the Third Earl of Shaftesbury. In a series of letters Newton later wrote, "Like an unwary sailor who quits his port just before a rising storm, I renounced the hopes and comforts of the Gospel at the very time when every other comfort was about to fail me." His disobedience caused him to be pressed into the Royal Navy, and he took advantage of opportunities to overstay his leave. He deserted the navy to visit Mary "Polly" Catlett, a family friend with whom he had fallen in love. After enduring humiliation for deserting, he was traded as crew to a slave ship. He began a career in slave trading. Newton often openly mocked the captain by creating obscene poems and songs about him, which became so popular that the crew began to join in. His disagreements with several colleagues resulted in his being starved almost to death, imprisoned while at sea, and chained like the slaves they carried. He was himself enslaved by the Sherbro and forced to work on a plantation in Sierra Leone near the Sherbro River. After several months he came to think of Sierra Leone as his home, but his father intervened after Newton sent him a letter describing his circumstances, and crew from another ship happened to find him. Newton claimed the only reason he left Sierra Leone was because of Polly. While aboard the ship Greyhound, Newton gained notoriety as being one of the most profane men the captain had ever met. In a culture where sailors habitually swore, Newton was admonished several times for not only using the worst words the captain had ever heard, but creating new ones to exceed the limits of verbal debauchery. In March 1748, while the Greyhound was in the North Atlantic, a violent storm came upon the ship that was so rough it swept overboard a crew member who was standing where Newton had been moments before. After hours of the crew emptying water from the ship and expecting to be capsized, Newton and another mate tied themselves to the ship's pump to keep from being washed overboard, working for several hours. After proposing the measure to the captain, Newton had turned and said, "If this will not do, then Lord have mercy upon us!" Newton rested briefly before returning to the deck to steer for the next eleven hours. During his time at the wheel, he pondered his divine challenge. About two weeks later, the battered ship and starving crew landed in Lough Swilly, Ireland. For several weeks before the storm, Newton had been reading The Christian's Pattern, a summary of the 15th-century The Imitation of Christ by Thomas à Kempis. The memory of his own "Lord have mercy upon us!" uttered during a moment of desperation in the storm did not leave him; he began to ask if he was worthy of God's mercy or in any way redeemable. Not only had he neglected his faith but directly opposed it, mocking others who showed theirs, deriding and denouncing God as a myth. He came to believe that God had sent him a profound message and had begun to work through him. Newton's conversion was not immediate, but he contacted Polly's family and announced his intention to marry her. Her parents were hesitant as he was known to be unreliable and impetuous. They knew he was profane too but allowed him to write to Polly, and he set to begin to submit to authority for her sake. He sought a place on a slave ship bound for Africa, and Newton and his crewmates participated in most of the same activities he had written about before; the only immorality from which he was able to free himself was profanity. After a severe illness his resolve was renewed, yet he retained the same attitude towards slavery as was held by his contemporaries. Newton continued in the slave trade through several voyages where he sailed the coasts of Africa, now as a captain, and procured slaves being offered for sale in larger ports, transporting them to North America. In between voyages, he married Polly in 1750, and he found it more difficult to leave her at the beginning of each trip. After three shipping voyages in the slave trade, Newton was promised a position as ship's captain with cargo unrelated to slavery. But at the age of thirty, he collapsed and never sailed again. ### Olney curate Working as a customs agent in Liverpool starting in 1756, Newton began to teach himself Latin, Greek, and theology. He and Polly immersed themselves in the church community, and Newton's passion was so impressive that his friends suggested he become a priest in the Church of England. He was turned down by John Gilbert, Archbishop of York, in 1758, ostensibly for having no university degree, although the more likely reasons were his leanings toward evangelism and tendency to socialise with Methodists. Newton continued his devotions, and after being encouraged by a friend, he wrote about his experiences in the slave trade and his conversion. William Legge, 2nd Earl of Dartmouth, impressed with his story, sponsored Newton for ordination by John Green, Bishop of Lincoln, and offered him the curacy of Olney, Buckinghamshire, in 1764. #### Olney Hymns Olney was a village of about 2,500 residents whose main industry was making lace by hand. The people were mostly illiterate and many of them were poor. Newton's preaching was unique in that he shared many of his own experiences from the pulpit; many clergy preached from a distance, not admitting any intimacy with temptation or sin. He was involved in his parishioners' lives and was much loved, although his writing and delivery were sometimes unpolished. But his devotion and conviction were apparent and forceful, and he often said his mission was to "break a hard heart and to heal a broken heart". He struck a friendship with William Cowper, a gifted writer who had failed at a career in law and suffered bouts of insanity, attempting suicide several times. Cowper enjoyed Olney – and Newton's company; he was also new to Olney and had gone through a spiritual conversion similar to Newton's. Together, their effect on the local congregation was impressive. In 1768, they found it necessary to start a weekly prayer meeting to meet the needs of an increasing number of parishioners. They also began writing lessons for children. Partly from Cowper's literary influence, and partly because learned vicars were expected to write verses, Newton began to try his hand at hymns, which had become popular through the language, made plain for common people to understand. Several prolific hymn writers were at their most productive in the 18th century, including Isaac Watts – whose hymns Newton had grown up hearing – and Charles Wesley, with whom Newton was familiar. Wesley's brother John, the eventual founder of the Methodist Church, had encouraged Newton to go into the clergy. Watts was a pioneer in English hymn writing, basing his work after the Psalms. The most prevalent hymns by Watts and others were written in the common meter in 8.6.8.6: the first line is eight syllables and the second is six. Newton and Cowper attempted to present a poem or hymn for each prayer meeting. The lyrics to "Amazing Grace" were written in late 1772 and probably used in a prayer meeting for the first time on 1 January 1773. A collection of the poems Newton and Cowper had written for use in services at Olney was bound and published anonymously in 1779 under the title Olney Hymns. Newton contributed 280 of the 348 texts in Olney Hymns; "1 Chronicles 17:16–17, Faith's Review and Expectation" was the title of the poem with the first line "Amazing grace! (how sweet the sound)". #### Critical analysis The general impact of Olney Hymns was immediate and it became a widely popular tool for evangelicals in Britain for many years. Scholars appreciated Cowper's poetry somewhat more than Newton's plaintive and plain language, expressing his forceful personality. The most prevalent themes in the verses written by Newton in Olney Hymns are faith in salvation, wonder at God's grace, his love for Jesus, and his cheerful exclamations of the joy he found in his faith. As a reflection of Newton's connection to his parishioners, he wrote many of the hymns in first person, admitting his own experience with sin. Bruce Hindmarsh in Sing Them Over Again To Me: Hymns and Hymnbooks in America considers "Amazing Grace" an excellent example of Newton's testimonial style afforded by the use of this perspective. Several of Newton's hymns were recognised as great work ("Amazing Grace" was not among them), while others seem to have been included to fill in when Cowper was unable to write. Jonathan Aitken calls Newton, specifically referring to "Amazing Grace", an "unashamedly middlebrow lyricist writing for a lowbrow congregation", noting that only twenty-one of the nearly 150 words used in all six verses have more than one syllable. William Phipps in the Anglican Theological Review and author James Basker have interpreted the first stanza of "Amazing Grace" as evidence of Newton's realisation that his participation in the slave trade was his wretchedness, perhaps representing a wider common understanding of Newton's motivations. Newton joined forces with William Wilberforce, the British Member of Parliament who led the Parliamentarian campaign to abolish the slave trade in the British Empire, culminating in the Slave Trade Act 1807. But Newton did not become an ardent and outspoken abolitionist until after he left Olney in the 1780s; he is not known to have connected writing the hymn known as "Amazing Grace" to anti-slavery sentiments. The lyrics in Olney Hymns were arranged by their association to the Biblical verses that would be used by Newton and Cowper in their prayer meetings, and did not address any political objective. For Newton, the beginning of the year was a time to reflect on one's spiritual progress. At the same time he completed a diary – which has since been lost – that he had begun 17 years before, two years after he quit sailing. The last entry of 1772 was a recounting of how much he had changed since then. The title ascribed to the hymn, "1 Chronicles 17:16–17", refers to David's reaction to the prophet Nathan telling him that God intends to maintain his family line forever. Some Christians interpret this as a prediction that Jesus Christ, as a descendant of David, was promised by God as the salvation for all people. Newton's sermon on that January day in 1773 focused on the necessity to express one's gratitude for God's guidance, that God is involved in the daily lives of Christians though they may not be aware of it, and that patience for deliverance from the daily trials of life is warranted when the glories of eternity await. Newton saw himself a sinner like David who had been chosen, perhaps undeservedly, and was humbled by it. According to Newton, unconverted sinners were "blinded by the god of this world" until "mercy came to us not only undeserved but undesired ... our hearts endeavored to shut him out till he overcame us by the power of his grace." The New Testament served as the basis for many of the lyrics of "Amazing Grace". The first verse, for example, can be traced to the story of the Prodigal Son. In the Gospel of Luke the father says, "For this son of mine was dead and is alive again; he was lost, and is found". The story of Jesus healing a blind man who tells the Pharisees that he can now see is told in the Gospel of John. Newton used the words "I was blind but now I see" and declared "Oh to grace how great a debtor!" in his letters and diary entries as early as 1752. The effect of the lyrical arrangement, according to Bruce Hindmarsh, allows an instant release of energy in the exclamation "Amazing grace!", to be followed by a qualifying reply in "how sweet the sound". In An Annotated Anthology of Hymns, Newton's use of an exclamation at the beginning of his verse is called "crude but effective" in an overall composition that "suggest(s) a forceful, if simple, statement of faith". Grace is recalled three times in the following verse, culminating in Newton's most personal story of his conversion, underscoring the use of his personal testimony with his parishioners. The sermon preached by Newton was his last of those that William Cowper heard in Olney, since Cowper's mental instability returned shortly thereafter. One author suggests Newton may have had his friend in mind, employing the themes of assurance and deliverance from despair for Cowper's benefit. ### Dissemination More than 60 of Newton and Cowper's hymns were republished in other British hymnals and magazines, but "Amazing Grace" was not, appearing only once in a 1780 hymnal sponsored by the Countess of Huntingdon. Scholar John Julian commented in his 1892 A Dictionary of Hymnology that outside of the United States, the song was unknown and it was "far from being a good example of Newton's finest work". Between 1789 and 1799, four variations of Newton's hymn were published in the US in Baptist, Dutch Reformed, and Congregationalist hymnodies; by 1830 Presbyterians and Methodists also included Newton's verses in their hymnals. Although it had its roots in England, "Amazing Grace" became an integral part of the Christian tapestry in the United States. The greatest influences in the 19th century that propelled "Amazing Grace" to spread across the US and become a staple of religious services in many denominations and regions were the Second Great Awakening and the development of shape note singing communities. A tremendous religious movement swept the US in the early 19th century, marked by the growth and popularity of churches and religious revivals that got their start on the frontier in Kentucky and Tennessee. Unprecedented gatherings of thousands of people attended camp meetings where they came to experience salvation; preaching was fiery and focused on saving the sinner from temptation and backsliding. Religion was stripped of ornament and ceremony, and made as plain and simple as possible; sermons and songs often used repetition to get across to a rural population of poor and mostly uneducated people the necessity of turning away from sin. Witnessing and testifying became an integral component to these meetings, where a congregation member or stranger would rise and recount his turn from a sinful life to one of piety and peace. "Amazing Grace" was one of many hymns that punctuated fervent sermons, although the contemporary style used a refrain, borrowed from other hymns, that employed simplicity and repetition such as: > > Amazing grace! How sweet the sound That saved a wretch like me. I once was lost, but now am found, Was blind but now I see. > > > > Shout, shout for glory, Shout, shout aloud for glory; Brother, sister, mourner, All shout glory hallelujah. Simultaneously, an unrelated movement of communal singing was established throughout the South and Western states. A format of teaching music to illiterate people appeared in 1800. It used four sounds to symbolise the basic scale: fa-sol-la-fa-sol-la-mi-fa. Each sound was accompanied by a specifically shaped note and thus became known as shape note singing. The method was simple to learn and teach, so schools were established throughout the South and West. Communities would come together for an entire day of singing in a large building where they sat in four distinct areas surrounding an open space, one member directing the group as a whole. Other groups would sing outside, on benches set up in a square. Preachers used shape note hymns to teach people on the frontier and to raise the emotion of camp meetings. Most of the music was Christian, but the purpose of communal singing was not primarily spiritual. Communities either could not afford music accompaniment or rejected it out of a Calvinistic sense of simplicity, so the songs were sung a cappella. #### "New Britain" tune When originally used in Olney, it is unknown what music, if any, accompanied the verses written by John Newton. Contemporary hymnbooks did not contain music and were simply small books of religious poetry. The first known instance of Newton's lines joined to music was in A Companion to the Countess of Huntingdon's Hymns (London, 1808), where it is set to the tune "Hephzibah" by English composer John Jenkins Husband. Common meter hymns were interchangeable with a variety of tunes; more than twenty musical settings of "Amazing Grace" circulated with varying popularity until 1835, when American composer William Walker assigned Newton's words to a traditional song named "New Britain". This was an amalgamation of two melodies ("Gallaher" and "St. Mary"), first published in the Columbian Harmony by Charles H. Spilman and Benjamin Shaw (Cincinnati, 1829). Spilman and Shaw, both students at Kentucky's Centre College, compiled their tunebook both for public worship and revivals, to satisfy "the wants of the Church in her triumphal march". Most of the tunes had been previously published, but "Gallaher" and "St. Mary" had not. As neither tune is attributed and both show elements of oral transmission, scholars can only speculate that they are possibly of British origin. A manuscript from 1828 by Lucius Chapin, a famous hymn writer of that time, contains a tune very close to "St. Mary", but that does not mean that he wrote it. "Amazing Grace", with the words written by Newton and joined with "New Britain", the melody most currently associated with it, appeared for the first time in Walker's shape note tunebook Southern Harmony in 1847. It was, according to author Steve Turner, a "marriage made in heaven ... The music behind 'amazing' had a sense of awe to it. The music behind 'grace' sounded graceful. There was a rise at the point of confession, as though the author was stepping out into the open and making a bold declaration, but a corresponding fall when admitting his blindness." Walker's collection was enormously popular, selling about 600,000 copies all over the US when the total population was just over 20 million. Another shape note tunebook named The Sacred Harp (1844) by Georgia residents Benjamin Franklin White and Elisha J. King became widely influential and continues to be used. Another verse was first recorded in Harriet Beecher Stowe's immensely influential 1852 anti-slavery novel Uncle Tom's Cabin. Three verses were emblematically sung by Tom in his hour of deepest crisis. He sings the sixth and fifth verses in that order, and Stowe included another verse, not written by Newton, that had been passed down orally in African-American communities for at least 50 years. It was one of between 50 and 70 verses of a song titled "Jerusalem, My Happy Home", which was first published in a 1790 book called A Collection of Sacred Ballads: > > When we've been there ten thousand years, Bright shining as the sun, We've no less days to sing God's praise, Than when we first begun. "Amazing Grace" came to be an emblem of a Christian movement and a symbol of the US itself as the country was involved in a great political experiment, attempting to employ democracy as a means of government. Shape-note singing communities, with all the members sitting around an open center, each song employing a different song leader, illustrated this in practice. Simultaneously, the US began to expand westward into previously unexplored territory that was often wilderness. The "dangers, toils, and snares" of Newton's lyrics had both literal and figurative meanings for Americans. This became poignantly true during the most serious test of American cohesion in the U.S. Civil War (1861–1865). "Amazing Grace", set to "New Britain", was included in two hymnals distributed to soldiers. With death so real and imminent, religious services in the military became commonplace. The hymn was translated into other languages as well: while on the Trail of Tears, the Cherokee sang Christian hymns as a way of coping with the ongoing tragedy, and a version of the song by Samuel Worcester that had been translated into the Cherokee language became very popular. #### Urban revival Although "Amazing Grace" set to "New Britain" was popular, other versions existed regionally. Primitive Baptists in the Appalachian region often used "New Britain" with other hymns, and sometimes sing the words of "Amazing Grace" to other folk songs, including titles such as "In the Pines", "Pisgah", "Primrose", and "Evan", as all are able to be sung in common meter, of which the majority of their repertoire consists. In the late 19th century, Newton's verses were sung to a tune named "Arlington" as frequently as to "New Britain" for a time. Two musical arrangers named Dwight Moody and Ira Sankey heralded another religious revival in the cities of the US and Europe, giving the song international exposure. Moody's preaching and Sankey's musical gifts were significant; their arrangements were the forerunners of gospel music, and churches all over the US were eager to acquire them. Moody and Sankey began publishing their compositions in 1875, and "Amazing Grace" appeared three times with three different melodies, but they were the first to give it its title; hymns were typically published using the incipits (first line of the lyrics), or the name of the tune such as "New Britain". Publisher Edwin Othello Excell gave the version of "Amazing Grace" set to "New Britain" immense popularity by publishing it in a series of hymnals that were used in urban churches. Excell altered some of Walker's music, making it more contemporary and European, giving "New Britain" some distance from its rural folk-music origins. Excell's version was more palatable for a growing urban middle class and arranged for larger church choirs. Several editions featuring Newton's first three stanzas and the verse previously included by Harriet Beecher Stowe in Uncle Tom's Cabin were published by Excell between 1900 and 1910. His version of "Amazing Grace" became the standard form of the song in American churches. ### Recorded versions With the advent of recorded music and radio, "Amazing Grace" began to cross over from primarily a gospel standard to secular audiences. The ability to record combined with the marketing of records to specific audiences allowed "Amazing Grace" to take on thousands of different forms in the 20th century. Where Edwin Othello Excell sought to make the singing of "Amazing Grace" uniform throughout thousands of churches, records allowed artists to improvise with the words and music specific to each audience. AllMusic lists over 1,000 recordings – including re-releases and compilations – as of 2019. Its first recording is an a cappella version from 1922 by the Sacred Harp Choir. It was included from 1926 to 1930 in Okeh Records' catalogue, which typically concentrated strongly on blues and jazz. Demand was high for black gospel recordings of the song by H. R. Tomlin and J. M. Gates. A poignant sense of nostalgia accompanied the recordings of several gospel and blues singers in the 1940s and 1950s who used the song to remember their grandparents, traditions, and family roots. It was recorded with musical accompaniment for the first time in 1930 by Fiddlin' John Carson, although to another folk hymn named "At the Cross", not to "New Britain". "Amazing Grace" is emblematic of several kinds of folk music styles, often used as the standard example to illustrate such musical techniques as lining out and call and response, that have been practised in both black and white folk music. Mahalia Jackson's 1947 version received significant radio airplay, and as her popularity grew throughout the 1950s and 1960s, she often sang it at public events such as concerts at Carnegie Hall. Author James Basker states that the song has been employed by African Americans as the "paradigmatic Negro spiritual" because it expresses the joy felt at being delivered from slavery and worldly miseries. Anthony Heilbut, author of The Gospel Sound, states that the "dangers, toils, and snares" of Newton's words are a "universal testimony" of the African American experience. During the civil rights movement and opposition to the Vietnam War, the song took on a political tone. Mahalia Jackson employed "Amazing Grace" for Civil Rights marchers, writing that she used it "to give magical protection – a charm to ward off danger, an incantation to the angels of heaven to descend ... I was not sure the magic worked outside the church walls ... in the open air of Mississippi. But I wasn't taking any chances." Folk singer Judy Collins, who knew the song before she could remember learning it, witnessed Fannie Lou Hamer leading marchers in Mississippi in 1964, singing "Amazing Grace". Collins also considered it a talisman of sorts, and saw its equal emotional impact on the marchers, witnesses, and law enforcement who opposed the civil rights demonstrators. According to fellow folk singer Joan Baez, it was one of the most requested songs from her audiences, but she never realised its origin as a hymn; by the time she was singing it in the 1960s she said it had "developed a life of its own". It even made an appearance at the Woodstock Music Festival in 1969 during Arlo Guthrie's performance. Collins decided to record it in the late 1960s amid an atmosphere of counterculture introspection; she was part of an encounter group that ended a contentious meeting by singing "Amazing Grace" as it was the only song to which all the members knew the words. Her producer was present and suggested she include a version of it on her 1970 album Whales & Nightingales. Collins, who had a history of alcohol abuse, claimed that the song was able to "pull her through" to recovery. It was recorded in St. Paul's, the chapel at Columbia University, chosen for the acoustics. She chose an a cappella arrangement that was close to Edwin Othello Excell's, accompanied by a chorus of amateur singers who were friends of hers. Collins connected it to the Vietnam War, to which she objected: "I didn't know what else to do about the war in Vietnam. I had marched, I had voted, I had gone to jail on political actions and worked for the candidates I believed in. The war was still raging. There was nothing left to do, I thought ... but sing 'Amazing Grace'." Gradually and unexpectedly, the song began to be played on the radio, and then be requested. It rose to number 15 on the Billboard Hot 100, remaining on the charts for 15 weeks, as if, she wrote, her fans had been "waiting to embrace it". In the UK, it charted 8 times between 1970 and 1972, peaking at number 5 and spending a total of 75 weeks on popular music charts. Her rendition also reached number 5 in New Zealand and number 12 in Ireland in 1971. In 1972, the Royal Scots Dragoon Guards, the senior Scottish regiment of the British Army, recorded an instrumental version featuring a bagpipe soloist accompanied by a pipe band. The tempo of their arrangement was slowed to allow for the bagpipes, but it was based on Collins's: it began with a bagpipe solo introduction similar to her lone voice, then it was accompanied by the band of bagpipes and horns, whereas in her version she is backed up by a chorus. It became an international hit, spending five weeks at number-one in the UK Singles Chart, topping the RPM national singles chart in Canada for three weeks, and also peaking at number 11 on the Billboard Hot 100 in the US. It is also a controversial instrumental, as it combined pipes with a military band. The Pipe Major of the Royal Scots Dragoon Guards was summoned to Edinburgh Castle and chastised for demeaning the bagpipes. Aretha Franklin and Rod Stewart also recorded "Amazing Grace" around the same time, and both of their renditions were popular. All four versions were marketed to distinct types of audiences, thereby assuring its place as a pop song. Johnny Cash recorded it on his 1975 album Sings Precious Memories, dedicating it to his older brother Jack, who had been killed in a mill accident when they were boys in Dyess, Arkansas. Cash and his family sang it to themselves while they worked in the cotton fields following Jack's death. Cash often included the song when he toured prisons, saying "For the three minutes that song is going on, everybody is free. It just frees the spirit and frees the person." The U.S. Library of Congress has a collection of 3,000 versions of and songs inspired by "Amazing Grace", some of which were first-time recordings by folklorists Alan and John Lomax, a father and son team who in 1932 travelled thousands of miles across the southern states of the US to capture the different regional styles of the song. More contemporary renditions include samples from such popular artists as Sam Cooke and the Soul Stirrers (1963), the Byrds (1970), Elvis Presley (1971), Skeeter Davis (1972), Mighty Clouds of Joy (1972), Amazing Rhythm Aces (1975), Willie Nelson (1976) and the Lemonheads (1992). ## In American popular culture "Amazing Grace" is an icon in American culture that has been used for a variety of secular purposes and marketing campaigns. It is referenced in the 2006 film Amazing Grace, which highlights Newton's influence on the leading British abolitionist William Wilberforce, in the film biography of Newton, Newton's Grace, and the 2014 film Freedom which tells the story of Newton's composition of the hymn. Since 1954, when an organ instrumental of "New Britain" became a best-seller, "Amazing Grace" has been associated with funerals and memorial services. The hymn has become a song that inspires hope in the wake of tragedy, becoming a sort of "spiritual national anthem" according to authors Mary Rourke and Emily Gwathmey. For example, President Barack Obama recited and later sang the hymn at the memorial service for Clementa Pinckney, who was one of the nine victims of the Charleston church shooting in 2015. ## Modern interpretations In recent years, the words of the hymn have been changed in some religious publications to downplay a sense of imposed self-loathing by its singers. The second line, "That saved a wretch like me!" has been rewritten as "That saved and strengthened me", "save a soul like me", or "that saved and set me free". Kathleen Norris in her book Amazing Grace: A Vocabulary of Faith characterises this transformation of the original words as "wretched English" making the line that replaces the original "laughably bland". Part of the reason for this change has been the altered interpretations of what wretchedness and grace means. Newton's Calvinistic view of redemption and divine grace formed his perspective that he considered himself a sinner so vile that he was unable to change his life or be redeemed without God's help. Yet his lyrical subtlety, in Steve Turner's opinion, leaves the hymn's meaning open to a variety of Christian and non-Christian interpretations. "Wretch" also represents a period in Newton's life when he saw himself outcast and miserable, as he was when he was enslaved in Sierra Leone; his own arrogance was matched by how far he had fallen in his life. Due to its immense popularity and iconic nature, the meaning behind the words of "Amazing Grace" has become as individual as the singer or listener. Bruce Hindmarsh suggests that the secular popularity of "Amazing Grace" is due to the absence of any mention of God in the lyrics until the fourth verse (by Excell's version, the fourth verse begins "When we've been there ten thousand years"), and that the song represents the ability of humanity to transform itself instead of a transformation taking place at the hands of God. "Grace", however, had a clearer meaning to John Newton, as he used the word to represent God or the power of God. The transformative power of the song was investigated by journalist Bill Moyers in a documentary released in 1990. Moyers was inspired to focus on the song's power after watching a performance at Lincoln Center, where the audience consisted of Christians and non-Christians, and he noticed that it had an equal impact on everybody in attendance, unifying them. James Basker also acknowledged this force when he explained why he chose "Amazing Grace" to represent a collection of anti-slavery poetry: "there is a transformative power that is applicable ... : the transformation of sin and sorrow into grace, of suffering into beauty, of alienation into empathy and connection, of the unspeakable into imaginative literature." Moyers interviewed Collins, Cash, opera singer Jessye Norman, Appalachian folk musician Jean Ritchie and her family, white Sacred Harp singers in Georgia, black Sacred Harp singers in Alabama, and a prison choir at the Texas State Penitentiary at Huntsville. Collins, Cash, and Norman were unable to discern if the power of the song came from the music or the lyrics. Norman, who once notably sang it at the end of a large outdoor rock concert for Nelson Mandela's 70th birthday, stated, "I don't know whether it's the text – I don't know whether we're talking about the lyrics when we say that it touches so many people – or whether it's that tune that everybody knows." A prisoner interviewed by Moyers explained his literal interpretation of the second verse: "'Twas grace that taught my heart to fear, and grace my fears relieved" by saying that the fear became immediately real to him when he realised he may never get his life in order, compounded by the loneliness and restriction in prison. Gospel singer Marion Williams summed up its effect: "That's a song that gets to everybody". The Dictionary of American Hymnology claims it is included in more than a thousand published hymnals, and recommends its use for "occasions of worship when we need to confess with joy that we are saved by God's grace alone; as a hymn of response to forgiveness of sin or as an assurance of pardon; as a confession of faith or after the sermon". ### Rendering electronic arrangements of the song Wikimedia's Score extension allow readers to view and listen to any arrangement that has been expressed in Lilypond format. `Wikiversity offers a practice session for this song`
6,751
Cottingley Fairies
1,170,605,233
Faked photographs of fairies by Elsie Wright and Frances Griffiths
[ "1910s hoaxes", "1910s photographs", "1917 in England", "1917 in art", "1917 works", "Arthur Conan Doyle", "Black-and-white photographs", "Bradford", "Fairies", "Hoaxes in England", "Paranormal hoaxes", "Photography forgeries", "Photography in the United Kingdom", "Works originally published in The Strand Magazine" ]
The Cottingley Fairies appear in a series of five photographs taken by Elsie Wright (1901–1988) and Frances Griffiths (1907–1986), two young cousins who lived in Cottingley, near Bradford in England. In 1917, when the first two photographs were taken, Elsie was 16 years old and Frances was 9. The pictures came to the attention of writer Sir Arthur Conan Doyle, who used them to illustrate an article on fairies he had been commissioned to write for the Christmas 1920 edition of The Strand Magazine. Doyle, as a spiritualist, was enthusiastic about the photographs, and interpreted them as clear and visible evidence of psychic phenomena. Public reaction was mixed; some accepted the images as genuine, others believed that they had been faked. Interest in the Cottingley Fairies gradually declined after 1921. Both girls married and lived abroad for a time after they grew up, and yet the photographs continued to hold the public imagination. In 1966 a reporter from the Daily Express newspaper traced Elsie, who had by then returned to the United Kingdom. Elsie left open the possibility that she believed she had photographed her thoughts, and the media once again became interested in the story. In the early 1980s Elsie and Frances admitted that the photographs were faked, using cardboard cutouts of fairies copied from a popular children's book of the time, but Frances maintained that the fifth and final photograph was genuine. As of 2019 the photographs and the cameras used are in the collections of the National Science and Media Museum in Bradford, England. ## 1917 photographs In mid-1917 nine-year-old Frances Griffiths and her mother – both newly arrived in the UK from South Africa – were staying with Frances's aunt, Elsie Wright's mother, in the village of Cottingley in West Yorkshire; Elsie was then 16 years old. The two girls often played together beside the beck at the bottom of the garden, much to their mothers' annoyance, because they frequently came back with wet feet and clothes. Frances and Elsie said they only went to the beck to see the fairies, and to prove it, Elsie borrowed her father's camera, a Midg quarter-plate. The girls returned about 30 minutes later, "triumphant". Elsie's father, Arthur, was a keen amateur photographer, and had set up his own darkroom. The picture on the photographic plate he developed showed Frances behind a bush in the foreground, on which four fairies appeared to be dancing. Knowing his daughter's artistic ability, and that she had spent some time working in a photographer's studio, he dismissed the figures as cardboard cutouts. Two months later the girls borrowed his camera again, and this time returned with a photograph of Elsie sitting on the lawn holding out her hand to a 1-foot-tall (30 cm) gnome. Exasperated by what he believed to be "nothing but a prank", and convinced that the girls must have tampered with his camera in some way, Arthur Wright refused to lend it to them again. His wife Polly, however, believed the photographs to be authentic. Towards the end of 1918, Frances sent a letter to Johanna Parvin, a friend in Cape Town, South Africa, where Frances had lived for most of her life, enclosing the photograph of herself with the fairies. On the back she wrote "It is funny, I never used to see them in Africa. It must be too hot for them there." The photographs became public in mid-1919, after Elsie's mother attended a meeting of the Theosophical Society in Bradford. The lecture that evening was on "fairy life", and at the end of the meeting Polly Wright showed the two fairy photographs taken by her daughter and niece to the speaker. As a result, the photographs were displayed at the society's annual conference in Harrogate, held a few months later. There they came to the attention of a leading member of the society, Edward Gardner. One of the central beliefs of theosophy is that humanity is undergoing a cycle of evolution, towards increasing "perfection", and Gardner recognised the potential significance of the photographs for the movement: > the fact that two young girls had not only been able to see fairies, which others had done, but had actually for the first time ever been able to materialise them at a density sufficient for their images to be recorded on a photographic plate, meant that it was possible that the next cycle of evolution was underway. ## Initial examinations Gardner sent the prints along with the original glass-plate negatives to Harold Snelling, a photography expert. Snelling's opinion was that "the two negatives are entirely genuine, unfaked photographs ... [with] no trace whatsoever of studio work involving card or paper models". He did not go so far as to say that the photographs showed fairies, stating only that "these are straight forward photographs of whatever was in front of the camera at the time". Gardner had the prints "clarified" by Snelling, and new negatives produced, "more conducive to printing", for use in the illustrated lectures he gave around the UK. Snelling supplied the photographic prints which were available for sale at Gardner's lectures. Author and prominent spiritualist Sir Arthur Conan Doyle learned of the photographs from the editor of the spiritualist publication Light. Doyle had been commissioned by The Strand Magazine to write an article on fairies for their Christmas issue, and the fairy photographs "must have seemed like a godsend" according to broadcaster and historian Magnus Magnusson. Doyle contacted Gardner in June 1920 to determine the background to the photographs, and wrote to Elsie and her father to request permission from the latter to use the prints in his article. Arthur Wright was "obviously impressed" that Doyle was involved, and gave his permission for publication, but he refused payment on the grounds that, if genuine, the images should not be "soiled" by money. Gardner and Doyle sought a second expert opinion from the photographic company Kodak. Several of the company's technicians examined the enhanced prints, and although they agreed with Snelling that the pictures "showed no signs of being faked", they concluded that "this could not be taken as conclusive evidence ... that they were authentic photographs of fairies". Kodak declined to issue a certificate of authenticity. Gardner believed that the Kodak technicians might not have examined the photographs entirely objectively, observing that one had commented "after all, as fairies couldn't be true, the photographs must have been faked somehow". The prints were also examined by another photographic company, Ilford, who reported unequivocally that there was "some evidence of faking". Gardner and Doyle, perhaps rather optimistically, interpreted the results of the three expert evaluations as two in favour of the photographs' authenticity and one against. Doyle also showed the photographs to the physicist and pioneering psychical researcher Sir Oliver Lodge, who believed the photographs to be fake. He suggested that a troupe of dancers had masqueraded as fairies, and expressed doubt as to their "distinctly 'Parisienne'" hairstyles. On 4 October 2018 the first two of the photographs, Alice and the Fairies and Iris and the Gnome, were to be sold by Dominic Winter Auctioneers, in Gloucestershire. The prints, suspected to have been made in 1920 to sell at theosophical lectures, were expected to bring £700–£1000 each. As it turned out, 'Iris with the Gnome' sold for a hammer price of £5,400 (plus 24% buyer's premium incl. VAT), while 'Alice and the Fairies' sold for a hammer price of £15,000 (plus 24% buyer's premium incl. VAT). ## 1920 photographs Doyle was preoccupied with organising an imminent lecture tour of Australia, and in July 1920, sent Gardner to meet the Wright family. By this point, Frances was living with her parents in Scarborough, but Elsie's father told Gardner that he had been so certain the photographs were fakes that while the girls were away he searched their bedroom and the area around the beck (stream), looking for scraps of pictures or cutouts, but found nothing "incriminating". Gardner believed the Wright family to be honest and respectable. To place the matter of the photographs' authenticity beyond doubt, he returned to Cottingley at the end of July with two W. Butcher & Sons Cameo folding plate cameras and 24 secretly marked photographic plates. Frances was invited to stay with the Wright family during the school summer holiday so that she and Elsie could take more pictures of the fairies. Gardner described his briefing in his 1945 Fairies: A Book of Real Fairies: > I went off, to Cottingley again, taking the two cameras and plates from London, and met the family and explained to the two girls the simple working of the cameras, giving one each to keep. The cameras were loaded, and my final advice was that they need go up to the glen only on fine days as they had been accustomed to do before and tice the fairies, as they called their way of attracting them, and see what they could get. I suggested only the most obvious and easy precautions about lighting and distance, for I knew it was essential they should feel free and unhampered and have no burden of responsibility. If nothing came of it all, I told them, they were not to mind a bit. Until 19 August the weather was unsuitable for photography. Because Frances and Elsie insisted that the fairies would not show themselves if others were watching, Elsie's mother was persuaded to visit her sister's for tea, leaving the girls alone. In her absence the girls took several photographs, two of which appeared to show fairies. In the first, Frances and the Leaping Fairy, Frances is shown in profile with a winged fairy close by her nose. The second, Fairy offering Posy of Harebells to Elsie, shows a fairy either hovering or tiptoeing on a branch, and offering Elsie a flower. Two days later the girls took the last picture, Fairies and Their Sun-Bath. The plates were packed in cotton wool and returned to Gardner in London, who sent an "ecstatic" telegram to Doyle, by then in Melbourne. Doyle wrote back: > My heart was gladdened when out here in far Australia I had your note and the three wonderful pictures which are confirmatory of our published results. When our fairies are admitted other psychic phenomena will find a more ready acceptance ... We have had continued messages at seances for some time that a visible sign was coming through. ## Publication and reaction Doyle's article in the December 1920 issue of The Strand contained two higher-resolution prints of the 1917 photographs, and sold out within days of publication. To protect the girls' anonymity, Frances and Elsie were called Alice and Iris respectively, and the Wright family was referred to as the "Carpenters". An enthusiastic and committed spiritualist, Doyle hoped that if the photographs convinced the public of the existence of fairies then they might more readily accept other psychic phenomena. He ended his article with the words: > The recognition of their existence will jolt the material twentieth-century mind out of its heavy ruts in the mud, and will make it admit that there is a glamour and mystery to life. Having discovered this, the world will not find it so difficult to accept that spiritual message supported by physical facts which have already been put before it. Early press coverage was "mixed", generally a combination of "embarrassment and puzzlement". The historical novelist and poet Maurice Hewlett published a series of articles in the literary journal John O' London's Weekly, in which he concluded: "And knowing children, and knowing that Sir Arthur Conan Doyle has legs, I decide that the Miss Carpenters have pulled one of them." The Sydney newspaper Truth on 5 January 1921 expressed a similar view; "For the true explanation of these fairy photographs what is wanted is not a knowledge of occult phenomena but a knowledge of children." Some public figures were more sympathetic. Margaret McMillan, the educational and social reformer, wrote: "How wonderful that to these dear children such a wonderful gift has been vouchsafed." The novelist Henry De Vere Stacpoole decided to take the fairy photographs and the girls at face value. In a letter to Gardner he wrote: "Look at Alice's [Frances'] face. Look at Iris's [Elsie's] face. There is an extraordinary thing called Truth which has 10 million faces and forms – it is God's currency and the cleverest coiner or forger can't imitate it." Major John Hall-Edwards, a keen photographer and pioneer of medical X-ray treatments in Britain, was a particularly vigorous critic: > On the evidence I have no hesitation in saying that these photographs could have been "faked". I criticize the attitude of those who declared there is something supernatural in the circumstances attending to the taking of these pictures because, as a medical man, I believe that the inculcation of such absurd ideas into the minds of children will result in later life in manifestations and nervous disorder and mental disturbances. Doyle used the later photographs in 1921 to illustrate a second article in The Strand, in which he described other accounts of fairy sightings. The article formed the foundation for his 1922 book The Coming of the Fairies. As before, the photographs were received with mixed credulity. Sceptics noted that the fairies "looked suspiciously like the traditional fairies of nursery tales" and that they had "very fashionable hairstyles". ## Gardner's final visit Gardner made a final visit to Cottingley in August 1921. He again brought cameras and photographic plates for Frances and Elsie, but was accompanied by the occultist Geoffrey Hodson. Although neither of the girls claimed to see any fairies, and there were no more photographs, "on the contrary, he [Hodson] saw them [fairies] everywhere" and wrote voluminous notes on his observations. By now Elsie and Frances were tired of the whole fairy business. Years later Elsie looked at a photograph of herself and Frances taken with Hodson and said: "Look at that, fed up with fairies." Both Elsie and Frances later admitted that they "played along" with Hodson "out of mischief", and that they considered him "a fake". ## Later investigations Public interest in the Cottingley Fairies gradually subsided after 1921. Elsie and Frances both eventually married, moved away from the area and each lived overseas for varying periods of time. In 1966, a reporter from the Daily Express newspaper traced Elsie, who was by then back in England. She admitted in an interview given that year that the fairies might have been "figments of my imagination", but left open the possibility she believed that she had somehow managed to photograph her thoughts. The media subsequently became interested in Frances and Elsie's photographs once again. BBC television's Nationwide programme investigated the case in 1971, but Elsie stuck to her story: "I've told you that they're photographs of figments of our imagination, and that's what I'm sticking to". Elsie and Frances were interviewed by journalist Austin Mitchell in September 1976, for a programme broadcast on Yorkshire Television. When pressed, both women agreed that "a rational person doesn't see fairies", but they denied having fabricated the photographs. In 1978 the magician and scientific sceptic James Randi and a team from the Committee for the Scientific Investigation of Claims of the Paranormal examined the photographs, using a "computer enhancement process". They concluded that the photographs were fakes, and that strings could be seen supporting the fairies. Geoffrey Crawley, editor of the British Journal of Photography, undertook a "major scientific investigation of the photographs and the events surrounding them", published between 1982 and 1983, "the first major postwar analysis of the affair". He also concluded that the pictures were fakes. ## Confession In 1983, the cousins admitted in an article published in the magazine The Unexplained that the photographs had been faked, although both maintained that they really had seen fairies. Elsie had copied illustrations of dancing girls from a popular children's book of the time, Princess Mary's Gift Book, published in 1914, and drew wings on them. They said they had then cut out the cardboard figures and supported them with hatpins, disposing of their props in the beck once the photograph had been taken. But the cousins disagreed about the fifth and final photograph, which Doyle in his The Coming of the Fairies described in this way: > Seated on the upper left hand edge with wing well displayed is an undraped fairy apparently considering whether it is time to get up. An earlier riser of more mature age is seen on the right possessing abundant hair and wonderful wings. Her slightly denser body can be glimpsed within her fairy dress. Elsie maintained it was a fake, just like all the others, but Frances insisted that it was genuine. In an interview given in the early 1980s Frances said: > It was a wet Saturday afternoon and we were just mooching about with our cameras and Elsie had nothing prepared. I saw these fairies building up in the grasses and just aimed the camera and took a photograph. Both Frances and Elsie claimed to have taken the fifth photograph. In a letter published in The Times newspaper on 9 April 1983, Geoffrey Crawley explained the discrepancy by suggesting that the photograph was "an unintended double exposure of fairy cutouts in the grass", and thus "both ladies can be quite sincere in believing that they each took it". In a 1985 interview on Yorkshire Television's Arthur C. Clarke's World of Strange Powers, Elsie said that she and Frances were too embarrassed to admit the truth after fooling Doyle, the author of Sherlock Holmes: "Two village kids and a brilliant man like Conan Doyle – well, we could only keep quiet." In the same interview Frances said: "I never even thought of it as being a fraud – it was just Elsie and I having a bit of fun and I can't understand to this day why they were taken in – they wanted to be taken in." ## Subsequent history Frances died in 1986, and Elsie in 1988. Prints of their photographs of the fairies, along with a few other items including a first edition of Doyle's book The Coming of the Fairies, were sold at auction in London for £21,620 in 1998. That same year, Geoffrey Crawley sold his Cottingley Fairy material to the National Museum of Film, Photography and Television in Bradford (now the National Science and Media Museum), where it is on display. The collection included prints of the photographs, two of the cameras used by the girls, watercolours of fairies painted by Elsie, and a nine-page letter from Elsie admitting to the hoax. The glass photographic plates were bought for £6,000 by an unnamed buyer at a London auction held in 2001. Frances's daughter, Christine Lynch, appeared in an episode of the television programme Antiques Roadshow in Belfast, broadcast on BBC One in January 2009, with the photographs and one of the cameras given to the girls by Doyle. Christine told the expert, Paul Atterbury, that she believed, as her mother had done, that the fairies in the fifth photograph were genuine. Atterbury estimated the value of the items at between £25,000 and £30,000. The first edition of Frances's memoirs was published a few months later, under the title Reflections on the Cottingley Fairies. The book contains correspondence, sometimes "bitter", between Elsie and Frances. In one letter, dated 1983, Frances wrote: > I hated those photographs from the age of 16 when Mr Gardner presented me with a bunch of flowers and wanted me to sit on the platform [at a Theosophical Society meeting] with him. I realised what I was in for if I did not keep myself hidden. The 1997 films FairyTale: A True Story and Photographing Fairies were inspired by the events surrounding the Cottingley Fairies. The photographs were parodied in a 1994 book written by Terry Jones and Brian Froud, Lady Cottington's Pressed Fairy Book. In A. J. Elwood's 2021 novel, The Cottingley Cuckoo, a series of letters were written soon after the Cottingley fairy photographs were published claiming further sightings of fairies and proof of their existence. In 2017 a further two fairy photographs were presented as evidence that the girls' parents were part of the conspiracy. Dating from 1917 and 1918, both photographs are poorly executed copies of two of the original fairy photographs. One was published in 1918 in The Sphere newspaper, which was before the originals had been seen by anyone outside the girls' immediate family. In 2019, a print of the first of the five photographs sold for £1,050. A print of the second was also put up for sale but failed to sell as it did not meet its £500 reserve price. The pictures previously belonged to the Reverend George Vale Owen. In December 2019, the third camera used to take the images was acquired by the National Science and Media Museum.
234,121
European storm petrel
1,144,438,847
Migratory seabird in the family Hydrobatidae
[ "Birds described in 1758", "Birds of Europe", "Birds of Iceland", "Birds of Scandinavia", "Hydrobatidae", "Storm-petrels", "Taxa named by Carl Linnaeus" ]
The European storm petrel, British storm petrel, or just storm petrel (Hydrobates pelagicus) is a seabird in the northern storm petrel family, Hydrobatidae. The small, square-tailed bird is entirely black except for a broad, white rump and a white band on the under wings, and it has a fluttering, bat-like flight. The large majority of the population breeds on islands off the coasts of Europe, with the greatest numbers in the Faroe Islands, United Kingdom, Ireland, and Iceland. The Mediterranean population is a separate subspecies, but is inseparable at sea from its Atlantic relatives; its strongholds are Filfla Island (Malta), Sicily, and the Balearic Islands. The storm petrel nests in crevices and burrows, sometimes shared with other seabirds or rabbits, and lays a single white egg, usually on bare soil. The adults share the lengthy incubation and both feed the chick, which is not normally brooded after the first week. This bird is strongly migratory, spending the Northern Hemisphere winter mainly off the coasts of South Africa and Namibia, with some birds stopping in the seas adjoining West Africa, and a few remaining near their Mediterranean breeding islands. This petrel is strictly oceanic outside the breeding season. It feeds on small fish, squid, and zooplankton, while pattering on the sea's surface, and can find oily edible items by smell. The food is converted in the bird's stomach to an oily orange liquid, which is regurgitated when the chick is fed. Although usually silent at sea, the storm petrel has a chattering call given by both members of a pair in their courtship flight, and the male has a purring song given from the breeding chamber. The storm petrel cannot survive on islands where land mammals such as rats and cats have been introduced, and it suffers natural predation from gulls, skuas, owls, and falcons. Although the population may be declining slightly, this petrel is classified by the International Union for Conservation of Nature as being of least concern due to its high total numbers. Its presence in rough weather at sea has led to various mariners' superstitions, and by analogy, to its use as a symbol by revolutionary and anarchist groups. ## Taxonomy The northern storm petrels, Hydrobatidae, are one of the four families of the Procellariiformes or "tubenoses", an order of seabirds that also includes the albatrosses in the family Diomedeidae, the petrels and shearwater in the family Procellariidae and the southern storm petrels in the family Oceanitidae. The northern storm petrels are more closely related to members of the family Procellariidae than they are to the southern storm petrels. The European storm petrel was formerly defined as the only member of the genus Hydrobates, the remainder of the Hydrobatinae being placed in Oceanodroma, although the least storm petrel was sometimes separated as the sole member of Halocyptena. Molecular phylogenetic studies found that Oceanodroma was paraphyletic with respect to Hydrobates. As a consequence, in 2021 all members of Oceanodroma were subsumed into an enlarged Hydrobates. The storm petrel was first described by Carl Linnaeus in his landmark 1758 10th edition of Systema Naturae as Procellaria pelagica. It was moved to the genus Hydrobates by Friedrich Boie in 1822. "Petrel", first recorded in 1602, is a corruption of pitteral, referring to the bird's pitter-pattering across the water. The suggestion that the word refers to St Peter's walking on the waves is a later invention. "Storm" arises from seamen's association of this bird with bad weather. In English, the name of the species was written as "stormy petrel" by some 19th-century authors. The scientific name hydrobates derives from Greek "hydro-", from hydōr "water", and batēs "walker", and pelagicus from pelagikos "pelagic, of the (open) sea", from pelagos "sea, open sea, high sea". There are two recognised subspecies, the North Atlantic nominate subspecies, H. p. pelagicus (Linnaeus, 1758), and the Mediterranean H. p. melitensis (Schembri, 1843). Although there is some genetic support for classifying the southern form as a separate species, the morphology is not considered sufficiently different from that of the nominate subspecies to justify a split. ## Description The storm petrel is a small bird, 14–18 cm (5.5–7.1 in) in length with a 36–39 cm (14–15 in) wingspan. It weighs 20–38 g (0.71–1.34 oz), with an average of 28 g (0.99 oz). It is square-tailed and has all-black plumage except for a snow-white rump that extends to the sides of the tail base and a broad white band on the under wings. Juveniles in fresh plumage can also show a narrow white bar on the upper wing. The plumage becomes dark brown rather than black as it becomes worn. No obvious differences between the sexes are seen, although in the Mediterranean subspecies, at least, most captured birds can be sexed using a formula which involves multiplying the wing length by the length of the white rump band; females are slightly larger and have a longer white rump than males. The Mediterranean subspecies has longer wings and a heavier bill on average than the nominate form, but neither sex nor subspecies can be determined by observation at sea. Moult is prolonged in all tubenoses, since they must maintain an ability to fly. Northern populations start replacing their plumage after those further south, reflecting the later start to their breeding season. Birds in a Welsh colony commenced moulting in early August, while populations in northern Spain and the Balearics started in early July and mid-June, respectively. Breeding birds moult later than non-breeders. The storm petrel's large nasal olfactory bulbs facilitate a keen sense of smell (unlike most birds), and the birds have a distinctive musty aroma which can help researchers locate breeding colonies. Individual petrels recognise their own body scent and can use it to locate their nests in the dark. Their flight is weak-looking and resembles that of a bat, with fluttering interspersed with short glides. When feeding, the birds hang with raised wings and patter on the surface with their feet, but unlike Wilson's storm petrel, do not look as if they are walking on the water. Birds sometimes settle on the sea. Like other petrels, the European storm petrel cannot walk properly on land, but shuffles on its tarsi; once there is enough room, the bird flaps its wings to support itself on its toes. The European storm petrel can be distinguished from related Western Palaearctic species by the white bar on its under wing and its distinctive fluttering flight. Compared to Leach's storm petrel, band-rumped storm petrel, and the recently described Monteiro's storm petrel, it is also smaller, darker, and shorter-winged, and has a square tail. Wilson's storm petrel lacks an under wing bar, and has long legs with the feet visible beyond the tail. ### Voice In its display flight, the storm petrel gives a call consisting of eight or more repetitions of a fast ter-CHICK sounds ending in a trill (rapid alternation of notes). This chattering, staccato call is highly variable in pitch, stress, and length. Both sexes make the call, which is used as an advertisement for a mate, for pair recognition, and in the nuptial flight. The details of the vocalisation vary geographically, including between the Atlantic and Mediterranean populations, and birds recognise calls from their own breeding area. The chatter-call of the Mediterranean subspecies is distinctive. It has the first two notes running into each other, and the final element is sometimes doubled. The storm petrel is usually silent at sea, but sometimes gives the chattering call. A purring song arrr-r-r-r-r-r-r ... ending with a sharp chikka is given in the burrow only by the male; it was described by Charles Oldham as "like a fairy being sick". Other vocalisations include a fast wick-wick-wick, sometimes given in flight, and an up-CHERRK alarm which resembles the chatter-call. Chicks give a whistling pee-pee-pee call when being fed, and a faster version of this vocalisation is used by adults and young to signal distress. ## Distribution and habitat Storm petrels breed only in the Western Palaearctic on islands off the Atlantic and Mediterranean coasts of Europe. The largest colonies are in the Faroe Islands (150,000–400,000 pairs), United Kingdom (20,000–150,000), Ireland (50,000–100,000), and Iceland (50,000–100,000), with smaller breeding areas off Norway, Malta, Spain, the Canary Islands, Italy, France, and Greece. The strongholds of the H. p. melitensis subspecies are the islands of Filfla (Malta), Sicily, and the Balearic Islands, with smaller sites elsewhere in the Mediterranean. This latter form also breeds in North Africa; definitely in Tunisia, probably in Algeria and possibly in Morocco. Because of its nocturnal habits and the problems of accessing some of the small islands on which it breeds, the distribution is poorly known. A colony was discovered as recently as 2009, on Lampedusa. The storm petrel has been recorded as a vagrant in several European countries as far east as the Ukraine, in the Guinea region of West Africa, and in Turkey, Israel, Lebanon, and the US. Although no North American records were reported for more than 30 years after the first in 1970, this bird has been more or less annual in small numbers since 2003. The storm petrel breeds on exposed and usually uninhabited islands, which it visits only at night. It otherwise frequents mid-depth waters away from the coastal zone, but not over the ocean deeps. In the breeding season, it is mainly found between the 10–25 °C July isotherms. In Europe, it is rarely seen from land except in autumn storms. The storm petrel is migratory, spending the Northern Hemisphere winter mainly in cool waters off the coasts of South Africa and Namibia, south to latitude 38°S and east to KwaZulu-Natal. Some birds stay north of the equator in the seas adjoining Mauritania and Rio de Oro, and a few remain near the breeding islands, especially in the Mediterranean. It is strictly oceanic outside the breeding season, although it is described as regularly seen from land in West Africa. Young birds do not return to the breeding colonies until their second or third year. Birds mostly head south from the breeding islands between September and November, reaching West Africa by mid-November and the south Atlantic by the end of the year. The return passage starts in April, with late records from the tropics and further south probably representing subadult birds that will not breed that year. ## Behaviour ### Breeding The storm petrel is sexually mature at age 4–5 years, with the Mediterranean subspecies typically breeding a year earlier than the Atlantic form. Breeding happens in colonies and normally begins in late May or June. Pairs have a repeated nocturnal display flight in which the male chases the female, the chase being accompanied by flight calls. Some near-adult birds may pair up and occupy a hole at the same time, prior to breeding in the following year. Storm petrels normally nest in crevices between or under rocks, or burrow in the soil. When they make their own tunnels, they loosen the earth with their bills and kick out the debris with their feet. The birds less commonly nest in walls, under buildings, or down rabbit burrows. Disused or occupied burrows of Atlantic puffins and Manx shearwaters are sometimes used, and the petrel pair may share a common entrance with those seabirds, rabbits, or other pairs of its own species. Where other occupants are present, the petrels dig a side burrow or use an existing low-roofed tunnel which the larger birds or rabbits cannot easily enter. Even so, puffins and shearwaters sometimes access and destroy nests, and adult petrels may be killed by their larger neighbours. Human-made plastic nesting tubes are readily used, and may provide protection against predators. Birds usually mate for life and use the same hole every year. The nest tunnel is 10–300 cm (3.9–118.1 in) long and 5–8 cm (2.0–3.1 in) across, with a slightly narrower entrance. The nest chamber is typically unlined, although pairs may bring in some grass, bracken, or seaweed. Although the storm petrel is generally not territorial when breeding, a pair defends the nest chamber itself after the eggs have been laid. The clutch is a single egg, usually pure white, sometimes with some reddish-brown spots that soon disappear. The average size of the egg is 28 mm × 21 mm (1.10 in × 0.83 in), and it weighs 6.8 g (0.24 oz), of which 6% is shell. If an egg is lost early enough, a replacement may be laid on rare occasions. This is very unusual for tubenoses. The eggs are incubated by both parents for 38–50 days, the longer periods arising when the eggs have become chilled through adult absence. One adult typically spends three days at a time on the egg while its partner feeds at sea. The chicks are altricial and covered with silver-grey down, and are fed by both parents with their regurgitated oily stomach contents. The adults do not normally stay with the chick after the first week, visiting only to bring food. After about 50 days, the chicks are fed less regularly, sometimes with gaps of several days, and the parents may stop visiting completely shortly before the chick leaves the nest. The chicks fledge about 56–86 days after hatching, and receive no parental support after leaving the nest hole. Tubenoses have smaller egg clutches and much longer and more variable incubation and fledging times than passerines with similarly sized eggs, resembling swifts in these developmental factors. Tubenoses and swifts have generally secure nest sites, but their food sources are unreliable, whereas passerines are vulnerable in the nest but food is usually plentiful. In the particular case of the storm petrel, it has a body temperature perhaps 3 °C lower than other small birds, and this may also contribute to the lengthy incubation. The adult petrel's annual death rate is 12–13%, and the typical life span is 11 years. Longevity records established from bird ringing recoveries include a bird aged 31 years 11 months 9 days, and another aged more than 33 years. ### Feeding The storm petrel normally flies within 10 m (33 ft) of the water surface and typically feeds by picking items off the sea as it patters over the surface. Birds have been observed diving for food to a depth of not more than 0.5 m (20 in). and it is claimed, using indirect measurements, that the Mediterranean subspecies reaches depths of up to 5 m (16 ft)). A bird may range up to 200 km (120 mi) over the course of two or three days in search of food. Although the bird usually feeds during the day, in the breeding season petrels will often feed at night close to the shore. The typical prey consists of surface organisms such as small fish, squid, crustaceans and jellyfish. The storm petrel will also eat offal and oily food, often located by smell, and will follow ships. In the Atlantic, more than half the food items are zooplankton and the fish caught include small herring and sprats; whale carcasses are scavenged where available. During digestion, the plankton is quickly converted to an oily orange liquid that owes its colour to carotenoids. Larger prey items take longer to digest. The oil, rich in vitamin A, is produced by a large gland in the stomach. The Mediterranean subspecies' diet is mainly fish, particularly Mediterranean sand eels. Petrels also catch opossum shrimps from waters close to the colony. Bluefin tuna farms are exploited on the Maltese island of Filfla; birds from the large local colony feed on the unwashed food fed to the farmed tuna, a mixture of fish, squid and prawns which produces a sizeable oily slick. Small numbers of insects are caught near breeding colonies, and some plant material, including angiosperm seeds and sorrel, has been found in the stomach contents. A study on Leach's storm petrel, which consumes similar items, showed that the petrels were snipping pieces off plant leaves in flight, but it could not be confirmed that this was in the course of catching insects. Nasal glands remove excess salt from seawater consumed by the petrel as a concentrated solution excreted through the nostrils. Petrels can be attracted to boats with "chum", a malodorous mixture typically containing fish heads, bones and offal, with added fish oil and popcorn to aid flotation. An apparently empty ocean will soon fill with hundreds of birds attracted by the smell. The attraction of the fishy odour is sometimes enhanced by the addition of dimethylsulphide (DMS) a chemical also naturally produced by some planktonic organisms, although there are doubts about the safety of this possible carcinogen. ## Predators and parasites Adults and young are vulnerable to predation at the breeding colonies, their only defence being to spit oil. Petrels cannot breed on islands where rats have been introduced, and feral cats frequently kill these birds on Foula in the Shetland Islands. The American mink, a non-native species in Europe, is a strong swimmer, and can colonise islands up to 2 km (2,200 yd) from the mainland. Natural predators of petrels and other seabirds include skuas and large gulls. The yellow-legged gull is a particular problem in the Mediterranean, and great skuas were estimated to kill 7,500 petrels a year on St Kilda, an unsustainable number. Some great black-backed gulls on the Atlantic islands specialise in taking seabird chicks at night, and peregrine falcons hunt adults at sea. Localised predators include Eleonora's falcon on the Columbretes Islands and the nocturnal barn owl on the Balearics; a few owls can wipe out a colony. The little owl is also a predator of both adults and young where it occurs. Feather mites of at least two species have been found on the storm petrel, with Halipeurus pelagicus occurring at much higher densities than Philoceanus robertsi. The flea Xenopsylla gratiosa and dermanyssid mites are commonly found, with lower numbers of ticks. These blood-sucking parasites slow the growth rate of nestlings and may affect their survival rate. Storm petrels seem to be largely free of blood parasites, even when in close proximity to carrier species such as the yellow-legged gull. It has been suggested that seabird species with long incubation periods and long lives have well-developed immune systems that prevent serious blood parasitism. ## Status The European population of the storm petrel has been estimated at 430,000–510,000 breeding pairs or 1,290,000–1,530,000 individual birds and makes up 95% of the world total numbers. The population estimate includes 11,000 to 16,000 breeding pairs of the Mediterranean subspecies. It is very difficult to accurately determine storm petrel populations. The main method used is listening for responses to playback calls at burrow entrances, but infra-red filming may also be an option. Although this species' population now appears to be declining, the decrease is not rapid or large enough to trigger conservation vulnerability criteria. Given its high numbers, this petrel is therefore classified by the International Union for Conservation of Nature as being of least concern. The perceived decline may be due increased predation from gulls, skuas and introduced mammals. Eradication of rats protects seabird colonies and may enable recolonisation of islands cleared of rodents. Predation of cave-nesting petrels in the Balearics by yellow-legged gulls is restricted to relatively few individual gulls specialising in this prey item; this means the problems can be controlled by selective culling and the provision of plastic nest boxes. Because it feeds in flight, the storm petrel is less affected by oil pollution than other seabirds, and may be able to use its good sense of smell to avoid slicks, although a large spill near a breeding colony could have serious consequences. ## In culture Its association with storms makes the storm petrel a bird of bad omen to mariners; they are said to either foretell or cause bad weather. A more prosaic explanation of their appearance in rough weather is that, like most oceanic seabirds, they rely on the winds to support them in flight and just sit on the water surface when becalmed. The birds were sometimes thought to be the souls of perished sailors, and killing a petrel was believed to bring bad luck. The petrel's reputation led to the old name of witch, although the commonest of the folk names is Mother Carey's chicken, a name also used for storm petrels in general in the UK and North America from at least 1767. This is believed to be a corruption of mater cara (dear mother, the Virgin Mary), a reference to the supernatural Mother Carey, or a superstitious modification of an earlier Mother Mary's chicken to reduce the potency of the religious name. The Mother Carey character appears a number of times in literature. In the Cicely Fox Smith poem "Mother Carey", she calls old sailors to return to the sea, but in John Masefield's poem of the same name she is seen as a wrecker of ships. She appears as a fairy in Charles Kingsley's The Water Babies and is depicted in one of Jessie Willcox Smith's illustrations for the book. The association of the storm petrel with turbulent weather has led to its use as a metaphor for revolutionary views, the epithet "stormy petrel" being applied by various authors to characters as disparate as Roman tribune Publius Clodius Pulcher, a Presbyterian minister in the early Carolinas, an Afghan governor, or an Arkansas politician. A 1901 poem by Russian writer Maxim Gorky is invariably titled in English as "The Song of the Stormy Petrel", although that may not be a perfectly accurate translation of the Russian title "Песня о Буревестнике", because "Буревестник" (the name of the bird in Russian) translates to the English general term "storm bird". The poem was called "the battle anthem of the revolution", and earned Gorky the nickname "The Storm Petrel of the Revolution". Various revolutionary anarchist groups adopted the bird's name, either as a group identifier, as in the Spanish Civil War, or for their publications. The Stormy Petrel (Burevestnik) was the title of the magazine of the Anarchist Communist Federation in Russia around the time of the 1905 revolution, and is still an imprint of the London group of the Anarchist Federation. To honour Gorky and his work, the name Burevestnik was bestowed on a variety of institutions, locations, and products in the USSR. ## Cited texts
60,740,086
Grey's Anatomy (season 17)
1,157,109,358
null
[ "2020 American television seasons", "2021 American television seasons", "Grey's Anatomy (season 17) episodes", "Grey's Anatomy seasons", "Television productions postponed due to the COVID-19 pandemic", "Television shows about the COVID-19 pandemic" ]
The seventeenth season of the American medical drama television series Grey's Anatomy was ordered in May 2019, by the American Broadcasting Company (ABC), as part of a double renewal with the sixteenth season. Shortly after, Krista Vernoff signed an agreement to continue serving as the showrunner of the series. Filming on the series began in September 2020 while the season did not premiere until November 12, 2020, both dates being delayed as a result of the COVID-19 pandemic, for the 2020–2021 broadcast television season. The impact of the COVID-19 pandemic on television only allowed seventeen episodes to be produced, the fewest of any season since the fourth season. Numerous safety protocols were also implemented across various areas of production to prevent COVID-19 transmission. All starring cast members from the previous season returned with the exception of Justin Chambers, who departed early in the sixteenth season. In addition, Richard Flood and Anthony Hill, who both appeared in the sixteenth season in recurring and guest capacities, respectively, received promotions to the main cast. This season also marked the return of former series regulars Patrick Dempsey, T. R. Knight, Chyler Leigh, and Eric Dane to the series. Meanwhile, main cast members Giacomo Gianniotti, Jesse Williams, and Greg Germann all departed the series during the season. Former series regular Sarah Drew also appeared in the season as part of Williams' departure. Grey's Anatomy centers around the professional and personal lives of a group of medical professionals that work at the fictional Grey Sloan Memorial Hospital. Nearly every main storyline in the season centered around the COVID-19 pandemic, with a number of plot points also connecting to spin-off series Station 19 through fictional crossover events. The season primarily received mixed reviews from critics and remained ABC's most-watched scripted series, even though viewing figures dropped significantly from the previous season. The season eventually concluded on June 3, 2021. Despite initial uncertainty from the cast, crew, and the network, the series was eventually renewed for an eighteenth season. ## Episodes The number in the "No. overall" column refers to the episode's number within the overall series, whereas the number in the "No. in season" column refers to the episode's number within this particular season. "U.S. viewers in millions" refers to the number of Americans in millions who watched the episodes live. Each episode of this season is named after a song. ## Cast and characters ### Main - Ellen Pompeo as Dr. Meredith Grey - Chandra Wilson as Dr. Miranda Bailey - James Pickens Jr. as Dr. Richard Webber - Kevin McKidd as Dr. Owen Hunt - Jesse Williams as Dr. Jackson Avery - Caterina Scorsone as Dr. Amelia Shepherd - Camilla Luddington as Dr. Jo Wilson - Kelly McCreary as Dr. Maggie Pierce - Giacomo Gianniotti as Dr. Andrew DeLuca - Kim Raver as Dr. Teddy Altman - Greg Germann as Dr. Tom Koracick - Jake Borelli as Dr. Levi Schmitt - Chris Carmack as Dr. Atticus "Link" Lincoln - Richard Flood as Dr. Cormac Hayes - Anthony Hill as Dr. Winston Ndugu ### Recurring - Patrick Dempsey as Dr. Derek Shepherd - Jason George as Dr. Ben Warren - Debbie Allen as Dr. Catherine Fox - Stefania Spampinato as Dr. Carina DeLuca - Alex Landi as Dr. Nico Kim - Jaicy Elliot as Dr. Taryn Helm - Mackenzie Marsh as Val Ashton - Lisa Vidal as Dr. Alma Ortiz - Melissa DuPrey as Dr. Sara Ortiz - Nikhil Shukla as Dr. Reza Khan - Robert I. Mesa as Dr. James Chee - Zaiver Sinnett as Dr. Zander Perez ### Notable guests - T. R. Knight as Dr. George O'Malley - Eric Dane as Dr. Mark Sloan - Chyler Leigh as Dr. Lexie Grey - Sarah Drew as Dr. April Kepner - Barrett Doss as Victoria "Vic" Hughes - Jay Hayden as Travis Montgomery - Grey Damon as LT Jack Gibson - Danielle Savre as Captain Maya Bishop - Okieriete Onaodowan as Dean Miller - T. J. Thyne as Aaron Morris - Dorien Wilson as Clifford Ndugu - Sherri Saum as Allison Brown - Frankie Faison as William Bailey - Bianca Taylor as Elena Bailey - Bess Armstrong as Maureen Lincoln - Granville Ames as Eric Lincoln - Phylicia Rashad as Nell Timms - Eric Roberts as Robert Avery - Kyle Harris as Dr. Mason Post - Debra Mooney as Evelyn Hunt ## Production ### Development On May 10, 2019, ABC renewed Grey's Anatomy for both a sixteenth and seventeenth season. Krista Vernoff, who serves as the series showrunner and an executive producer, signed a multi-year deal with ABC Studios in 2019 to continue working on Grey's Anatomy and spin-off series Station 19. The deal also attached Vernoff's production company, Trip the Light Productions, to the series. Production on the sixteenth season was later cut short as a result of the COVID-19 pandemic, finishing only twenty-one of the twenty-five episodes ordered; at the time it was unknown whether or not the four additional episodes would be produced as part of the seventeenth season. In September 2020, Variety reported that the season would begin filming later that month. Pompeo announced that filming had begun on September 8. An ABC insider later revealed that the network was looking to produce a season of sixteen episodes, down from the twenty-four to twenty-five episodes per season that had been produced since the eighth season, but that the number could change since conditions were uncertain due to COVID. One additional episode was ordered, bringing the total episode count of the season up to seventeen. The lower episode count caused the season to tie with the fourth for the second-lowest number of episodes, only having more than the first. To limit the spread of COVID-19, cast and crew members only worked ten-hour days compared to the usual twelve hours. The number of people in each scene also had to be reduced to allow for social distancing. Vernoff said that face masks were worn by all cast and crew members while not filming, including between takes and during rehearsals, and that speaking was not allowed in the hair and makeup trailer. Cast members carried their own makeup bags to do last-minute touch-ups, and different camera lenses were used to make people standing far apart appear closer together. In addition, the cast and crew members received testing for the virus three times a week. In March 2021, Deadline Hollywood reported that another spin-off series was in the works following an interview with ABC Entertainment President Craig Erwich. A few days later, ABC Signature President Jonnie David clarified that they only meant to show support towards Grey's Anatomy and that a spin-off was not being discussed as the network was focused on future seasons of Grey's Anatomy. Despite an initial uncertain future from Vernoff, Pompeo, and network executives, the series was renewed for an eighteenth season. ### Casting Kim Raver, Camilla Luddington, and Kevin McKidd each signed a three-year contract in July 2020, keeping them attached to the series through a potential nineteenth season to portray Dr. Teddy Altman, Dr. Jo Wilson, and Dr. Owen Hunt, respectively. Pompeo signed a one-year contract to return as Dr. Meredith Grey, the title character, making per episode and also receiving producing credits on both Grey's Anatomy and Station 19 along with a signing bonus totaling around \$20 million total for her work. On July 30, 2020, it was announced that Richard Flood and Anthony Hill had been promoted to series regulars. Flood recurred in the previous season as Dr. Cormac Hayes while Hill made a guest appearance in the nineteenth episode of the sixteenth season as Dr. Winston Ndugu. Justin Chambers was the only main cast member from the previous season not to return to the series after departing early in the sixteenth season. A number of previous series regulars appeared in the season during a storyline revolving around Meredith Grey battling COVID-19 while imagining herself on a beach. Patrick Dempsey was the first actor to return to the series as Dr. Derek Shepherd; Dempsey's last appearance was in the eleventh-season finale, "You're My Home". He recurred throughout the season, appearing in four episodes total. T. R. Knight also returned as Dr. George O'Malley in "You'll Never Walk Alone"; Knight last appeared in "Now or Never" in the fifth season. Chyler Leigh and Eric Dane both appeared in "Breathe" as Dr. Lexie Grey and Dr. Mark Sloan, respectively. Prior to their return, Leigh and Dane last appeared in the eighth-season finale "Flight" and "Remember the Time", the second episode of the ninth season. Due to travel restrictions, Leigh was not able to travel to Los Angeles where production takes place, instead she filmed her scenes in Vancouver, Canada. Leigh was filming Supergirl at the time; a green screen was used to eventually place her on the beach and an apple box was used to simulate rocks while tennis balls were used in place of Pompeo and Dane for dialogue portions. Giacomo Gianniotti, who portrayed Dr. Andrew DeLuca, exited the series as a main character after being killed off in "Helplessly Hoping." He later appeared in two other episodes as a vision to Raver's Dr. Teddy Altman. On May 6, 2021, it was reported that Jesse Williams, who joined the series in the sixth season as Dr. Jackson Avery, would be departing as a series regular following the fifteenth episode, "Tradition". As part of his departure, former series regular Sarah Drew returned as Dr. April Kepner in Williams' penultimate episode, "Look Up Child", after last appearing in the fourteenth-season episode "All of Me". Greg Germann, who had portrayed Dr. Tom Koracick since the fourteenth season, also departed in "Tradition", being written out in the same storyline as Williams' character. Williams and Germann both briefly reprised their roles in the season finale, "Someone Saved My Life Tonight." Germann is expected to return as a guest star in later seasons while Williams said that he would be open to returning in the following season. Stefania Spampinato continued to make recurring appearances in the season as Dr. Carina DeLuca after being promoted to a series regular on spin-off series Station 19. Debbie Allen and former series regular Jason George also continued to appear in recurring roles as Dr. Catherine Fox and Dr. Ben Warren, respectively; with George also being a series regular on Station 19. Phylicia Rashad, Allen's sister, guest starred in the season's twelfth episode, "Sign O' the Times". In addition, Barrett Doss, Jay Hayden, Grey Damon, Danielle Savre, and Okieriete Onaodowan made guest appearances as their Station 19 characters in crossover events. Mackenzie Marsh was cast in a recurring role for the season to play Val Ashton. Eric Roberts reprised his role as Robert Avery in "Look Up Child". Lisa Vidal and Melissa DuPrey recurred as a mother-daughter pair named Alma and Sara Ortiz who were part of Grey Sloan's new intern class. Robert I. Mesa was also cast in a recurring role for the season portraying James Chee, the first indigenous doctor on the series. ### Writing The overarching storyline of the season centered around the doctors in the series battling the COVID-19 pandemic. Krista Vernoff initially considered beginning the season prior to the pandemic or not including it at all, but ultimately decided to begin it in the peak of it, stating: To properly tell the story of the pandemic, the writers opted to begin the season in April 2020, with time slowly progressing throughout the season, instead of telling the story from a present-day standpoint, as done in previous seasons. Zoanne Clack, a medical doctor who serves as a consultant, writer, and executive producer on the series and previously worked for the Centers for Disease Control and Prevention, said that the goal of the season was to accurately show the infection rate and transfer of COVID-19. A sub-storyline centered around the pandemic was Meredith Grey contracting COVID-19 early in the season. Grey drifted in and out of consciousness throughout the season imagining herself on a beach scene seeing past and present characters of the series. Other central characters were also written to have COVID-19 including Germann's Tom Koracick and the mother of Dr. Miranda Bailey. Bailey's portrayer Chandra Wilson stated that nursing homes, where the character's mother was located, were largely affected by COVID-19 so that when the script was given to her she knew that the experience needed to be told. `The second half of the season picked up in May 2020. These storylines in the season encompassed both Grey's Anatomy and Station 19 through fictional crossover events. One of these finished the story centered around the mental health of Gianniotti's Andrew DeLuca, which was introduced in the sixteenth season, regarding a patient that had been sexually abused and human trafficked. The storyline was finished by DeLuca's death as a result of a stabbing that occurred in Station 19. Sources close to the production of the series reported that the sixteenth season was supposed to include a character death. However, these plans were scrapped when the season was cut short due to the pandemic; Vernoff said that the death would not have been DeLuca because she wanted to show that people could experience a mental health crisis and be successful afterwards.` > My reaction to [the story idea] was, 'What?! Fuck! No! Really!? This is what I'm doing?! No!' Many times after I pitched it to the writers and we designed the season around this story, I started to chicken out and second-guess myself. 'Can we save him?! Can he live?! He can't.' We've done a lot of near-deaths and saved them since I took over the show. So now people are expecting that. This was the story. It was as shocking to me as it was to you. The season also touched on other issues such as police brutality, racial profiling, and the murder of George Floyd. The episode centering around George Floyd included the internal conflict of characters deciding whether or not to participate in protests. The exit of Williams' and Germann's characters, Jackson Avery and Koracick, respectively, was explained by their characters leaving Seattle and traveling to Boston in aim to "combat the inequalities in medicine as leaders of the Avery Foundation." Germann's character stated before leaving, "I want to be an ally, I want to spend whatever time I've got left making this lousy, stinking place better, I'll operate, I'll administrate, I'll do anything. I don't want money, I don't want a title, just let me help", and explaining that while he was in the hospital with COVID-19 that he had six roommates and was the only white person. Later storylines in the season centered around COVID-19 vaccine trials and the struggles of adoption. The final two episodes featured periodic time jumps, allowing the final episode to end in April 2021. ## Release ### Broadcast When ABC revealed its fall schedule for the 2020–2021 broadcast television season, it was reported that the season would hold its previous timeslot of Thursdays at 9:00 pm Eastern Time (ET), serving as a lead-out of Station 19. It was later announced that the season premiere would take place on November 12, 2020. The second episode of the season aired outside its regular time slot at 10:00 pm ET, immediately following the first episode in a two-hour back-to-back timeslot. Six episodes aired prior to the mid-season finale on December 17. ABC initially planned to air the remaining episodes beginning on March 4, 2021, but delayed its return by one week. The second half of the season then began airing on March 11, 2021, with the season's seventh episode. This episode also aired outside of its regular timeslot due to a programming delay as a result of a presidential address by Joe Biden, and began broadcasting at 9:25 pm ET. The season finale aired on June 3. Internationally, the season aired in simulcast in Canada on CTV while in the United Kingdom episodes began airing on Sky Witness on April 17, 2021. ### Home media and streaming services Hulu continued to hold next-day streaming video on demand rights to the series during the season and the most recently aired episodes were also available for streaming on the ABC website. The season was added to Netflix on July 3, 2021, as part of a streaming deal that adds some ABC Shondaland series to Netflix thirty days after the final episode of the season airs. Outside of the United States, the season, along with all past seasons, was added to Star, a content hub within the Disney+ streaming service. A 4-disc DVD set containing all seventeen episodes was released in multiple regions on June 7, 2021. ## Reception ### Critical response Ani Bundel with NBC Think stated that the season stayed true to the medical community, noting that even though cheerful and funny moments were mixed in, viewers were not able to forget how many people had died. Alex Cranz from Jezebel felt that the season premiere crossover was "a series of memes ripped straight out of May 2020 instead of November 2020", writing that he would have liked to see the episodes three to four months earlier. TVLine's Charlie Mason mentioned that the rules of Meredith's beach were confusing because she was able to see people that were both dead and alive, also saying that although it seemed nice at first, it eventually lost its appeal. Meanwhile, Jack Wilhelmi from Screen Rant said that the return of Patrick Dempsey to the series was a "major mistake"; however, Saloni Gajjar of The A.V. Club stated that all of the former series regulars that returned during the season helped bring nostalgia to the series, particularly mentioning Sarah Drew giving Williams' character a believable exit. Rebecca Nicholson from The Guardian said that the show properly made what is considered the new normal, normal. ### Awards and nominations Patrick Dempsey and T. R. Knight both received a nomination in the 2021 Gold Derby Awards for Best Drama Guest Actor. The award was lost to Charles Dance for his work on The Crown. The season was awarded The ReFrame Stamp, a certification given to scripted television productions that hire "women or individuals of other underrepresented gender identities/expressions [...] in four out of eight key roles including writer, director, producer, lead, co-leads, and department heads." At the 47th People's Choice Awards Grey's Anatomy was nominated for The Show of 2021 and The Drama Show of 2021. Ellen Pompeo also received nominations as The Female TV Star of 2021 and The Drama TV Star of 2021, both for her work on the series. The Drama Show of 2021 and The Female TV star of 2021 both won in their respective categories, while the other two nominations went to Loki and Chase Stokes for Outer Banks, respectively. For the 33rd GLAAD Media Awards Grey's Anatomy received its tenth nomination for Outstanding Drama Series, an award in which nominated television series must have an LGBT character in a leading, supporting, or recurring role; but it was ultimately awarded to Pose. Chandra Wilson also received an Outstanding Supporting Actress in a Drama Series nomination for her work on the series at the 53rd NAACP Image Awards. This award was lost to Mary J. Blige for Power Book II: Ghost. ### Ratings The season was ABC's most-watched television series during the 2020–2021 television season. Throughout its broadcast, in same-day viewership, the season averaged a 1.02 rating in the 18–49 demographic and 5.17 million viewers, down 20 and 17 percent, respectively, from the previous season. In Live+7 the season averaged a 1.9 rating in the 18–49 demographic and 8.16 million viewers, down 17 and 13 percent from the sixteenth season.
2,821,622
Lycoperdon perlatum
1,166,671,843
Species of puffball fungus in the family Agaricaceae with a cosmopolitan distribution
[ "Edible fungi", "Fungi described in 1796", "Fungi found in fairy rings", "Fungi of Asia", "Fungi of Australia", "Fungi of Central America", "Fungi of Europe", "Fungi of Iceland", "Fungi of New Zealand", "Fungi of North America", "Fungi of Oceania", "Fungi of South America", "Lycoperdon", "Puffballs", "Taxa named by Christiaan Hendrik Persoon" ]
Lycoperdon perlatum, popularly known as the common puffball, warted puffball, gem-studded puffball or devil's snuff-box, is a species of puffball fungus in the family Agaricaceae. A widespread species with a cosmopolitan distribution, it is a medium-sized puffball with a round fruit body tapering to a wide stalk, and dimensions of 1.5 to 6 cm (5⁄8 to 2+3⁄8 in) wide by 3 to 10 cm (1+1⁄8 to 3+7⁄8 in) tall. It is off-white with a top covered in short spiny bumps or "jewels", which are easily rubbed off to leave a netlike pattern on the surface. When mature it becomes brown, and a hole in the top opens to release spores in a burst when the body is compressed by touch or falling raindrops. The puffball grows in fields, gardens, and along roadsides, as well as in grassy clearings in woods. It is edible when young and the internal flesh is completely white, although care must be taken to avoid confusion with immature fruit bodies of poisonous Amanita species. L. perlatum can usually be distinguished from other similar puffballs by differences in surface texture. Several chemical compounds have been isolated and identified from the fruit bodies of L. perlatum, including sterol derivatives, volatile compounds that give the puffball its flavor and odor, and the unusual amino acid lycoperdic acid. Extracts of the puffball have antimicrobial and antifungal activities. ## Taxonomy The species was first described in the scientific literature in 1796 by mycologist Christiaan Hendrik Persoon. Synonyms include Lycoperdon gemmatum (as described by August Batsch in 1783); the variety Lycoperdon gemmatum var. perlatum (published by Elias Magnus Fries in 1829); Lycoperdon bonordenii (George Edward Massee, 1887); and Lycoperdon perlatum var. bonordenii (A.C. Perdeck, 1950). L. perlatum is the type species of the genus Lycoperdon. Molecular analyses suggest a close phylogenetic relationship with L. marginatum. The specific epithet perlatum is Latin for "widespread". It is commonly known as the common puffball, the gem-studded puffball (or gemmed puffball), the warted puffball, or the devil's snuff-box; Samuel Frederick Gray called it the pearly puff-ball in his 1821 work A Natural Arrangement of British Plants. Because some indigenous peoples believed that the spores caused blindness, the puffball has some local names such as "blindman's bellows" and "no-eyes". ## Description The fruit body ranges in shape from pear-like with a flattened top, to nearly spherical, and reaches dimensions of 1.5 to 6 cm (5⁄8 to 2+3⁄8 in) wide by 3 to 7 cm (1+1⁄8 to 2+3⁄4 in) tall. It has a stem-like base, and is whitish before browning in age. The outer surface of the fruit body (the exoperidium) is covered in short cone-shaped spines that are interspersed with granular warts. The spines, which are whitish, gray, or brown, can be easily rubbed off, and leave reticulate pock marks or scars after they are removed. The base of the puffball is thick. It is initially white, but turns yellow, olive, or brownish in age. The reticulate pattern resulting from the rubbed-off spines is less evident on the base. In maturity, the exoperidium at the top of the puffball sloughs away, revealing a pre-formed hole (ostiole) in the endoperidium, through which the spores can escape. In young puffballs, the internal contents, the gleba, is white and firm, but turns brown and powdery as the spores mature. The gleba contains minute chambers that are lined with hymenium (the fertile, spore-bearing tissue); the chambers collapse when the spores mature. Mature puffballs release their powdery spores through the ostiole when they are compressed by touch or falling raindrops. A study of the spore release mechanism in L. pyriforme using high-speed schlieren photography determined that raindrops of 1 mm diameter or greater, including rain drips from nearby trees, were sufficient to cause spore discharge. The puffed spores are ejected from the ostiole at a velocity of about 100 cm/second to form a centimeter-tall cloud one-hundredth of a second after impact. A single puff like this can release over a million spores. The spores are spherical, thick-walled, covered with minute spines, and measure 3.5–4.5 μm in diameter. The capillitia (threadlike filaments in the gleba in which spores are embedded) are yellow-brown to brownish in color, lack septae, and measure 3–7.5 μm in diameter. The basidia (spore-bearing cells) are club-shaped, four-spored, and measure 7–9 by 4–5 μm. The basidia bear four slender sterigmata of unequal length ranging from 5–10 μm long. The surface spines are made of chains of pseudoparenchymatous hyphae (resembling the parenchyma of higher plants), in which the individual hyphal cells are spherical to elliptical in shape, thick-walled (up to 1 μm), and measure 13–40 by 9–35 μm. These hyphae do not have clamp connections. ## Edibility Lycoperdon perlatum is considered to be a good edible mushroom when young, when the gleba is still homogeneous and white. They have been referred to as "poor man's sweetbread" due to their texture and flavor. The fruit bodies can be eaten after slicing and frying in batter or egg and breadcrumbs, or used in soups as a substitute for dumplings. As early as 1861, Elias Fries recommended them dried and served with salt, pepper, and oil. The puffballs become inedible as they mature: the gleba becomes yellow-tinged then finally develops into a mass of powdery olive-green spores. L. perlatum is one of several edible species sold in markets in the Mexican states of Puebla and Tlaxcala. The fruit bodies are appealing to animals as well: the northern flying squirrel (Glaucomys sabrinus) includes the puffball in their diet of non-truffle fungi, while the "puffball beetle" Caenocara subglobosum uses the fruit body for shelter and breeding. Nutritional analysis indicates that the puffballs are a good source of protein, carbohydrates, fats, and several micronutrients. The predominant fatty acids in the puffball are linoleic acid (37% of the total fatty acids), oleic acid (24%), palmitic acid (14.5%), and stearic acid (6.4%). The immature 'buttons' or 'eggs' of deadly Amanita species can be confused with puffballs. This can be avoided by slicing fruit bodies vertically and inspecting them for the internal developing structures of a mushroom, which would indicate the poisonous Amanita. Additionally, amanitas will generally not have "jewels" or a bumpy external surface. The spores' surfaces have many microscopic spines and can cause severe irritation of the lung (lycoperdonosis) when inhaled. This condition has been reported to afflict dogs that play or run where the puffballs are present. ## Similar species There are several other puffball species with which L. perlatum might be confused. L. nettyanum, found in the Pacific Northwest region of the United States, is covered in granular patches, but these granules adhere more strongly to the surface than those of L. perlatum. L. pyriforme lacks prominent spines on the surface, and grows on rotting wood—although if growing on buried wood, it may appear to be terrestrial. The widely distributed and common L. umbrinum has spines that do not leave scars when rubbed off, a gleba that varies in color from dark brown to purple-brown at maturity, and a purple-tinged base. The small and rare species L. muscorum grows in deep moss. L. peckii can be distinguished from L. pyriforme by the lavender-tinged spines it has when young. L. rimulatum has purplish spores, and an almost completely smooth exoperidium. L. excipuliforme is larger and grayer, and, in mature individuals, the upper portion of its fruit body breaks down completely to release its spores. In the field, L. marginatum is distinguished from L. perlatum by the way in which the spines are shed from the exoperidium in irregular sheets. ## Ecology and distribution A saprobic species, Lycoperdon perlatum grows solitarily, scattered, or in groups or clusters on the ground. It can also grow in fairy rings. Typical habitats include woods, grassy areas, and along roads. It has been reported from Pinus patula plantations in Tamil Nadu, India. The puffball sometimes confuses golfers because of its resemblance to a golf ball when viewed from a distance. A widespread species with an almost cosmopolitan distribution, it has been reported from Africa (Kenya, Rwanda, Tanzania), Asia (China, Himalayas, Japan, southern India Iran), Australia, Europe, New Zealand, and South America (Brazil). It has been collected from subarctic areas of Greenland, and subalpine regions in Iceland. In North America, where it is considered the most common puffball species, it ranges from Alaska to Mexico, although it is less common in Central America. The species is popular on postage stamps, and has been depicted on stamps from Guinea, Paraguay, Romania, Sierra Leone, and Sweden. The puffball bioaccumulates heavy metals present in the soil, and can be used as a bioindicator of soil pollution by heavy metals and selenium. In one 1977 study, samples collected from grassy areas near the side of an interstate highway in Connecticut were shown to have high concentrations of cadmium and lead. L. perlatum biomass has been shown experimentally to remove mercury ions from aqueous solutions, and is being investigated for potential use as a low-cost, renewable, biosorptive material in the treatment of water and wastewater containing mercury. ## Chemistry Several steroid derivatives have been isolated and identified from fruit bodies of L. perlatum, including (S)-23-hydroxylanostrol, ergosterol α-endoperoxide, ergosterol 9,11-dehydroendoperoxide and (23E)-lanosta-8,23-dien-3β,25-diol. The compounds 3-octanone, 1-octen-3-ol, and (Z)-3-octen-1-ol are the predominant components of the volatile chemicals that give the puffball its odor and flavor. Extracts of the puffball contain relatively high levels of antimicrobial activity against laboratory cultures of the human pathogenic bacteria Bacillus subtilis, Staphylococcus aureus, Escherichia coli, and Pseudomonas aeruginosa, with activity comparable to that of the antibiotic ampicillin. These results corroborate an earlier study that additionally reported antibacterial activity against Salmonella enterica serovar Typhimurium, Streptococcus pyogenes, and Mycobacterium smegmatis. Extracts of the puffball have also been reported to have antifungal activity against Candida albicans, C. tropicalis, Aspergillus fumigatus, Alternaria solani, Botrytis cinerea, and Verticillium dahliae. A 2009 study found L. perlatum puffballs to contain cinnamic acid at a concentration of about 14 milligrams per kilogram of mushroom. The fruit bodies contain the pigment melanin. The amino acid lycoperdic acid (chemical name 3-(5(S)-carboxy-2-oxotetrahydrofuran-5(S)-yl)-2(S)-alanine) was isolated from the puffball, and reported in a 1978 publication. Based on the structural similarity of the new amino acid with (S)-glutamic acid, (S)-(+)-lycoperdic acid is expected to have antagonistic or agonistic activity for the glutamate receptor in the mammalian central nervous system. Methods to synthesize the compounds were reported in 1992, 1995, and 2002.
10,829,449
Joe Warbrick
1,171,854,634
Māori New Zealand rugby union player (1862–1903)
[ "1862 births", "1903 deaths", "Māori All Blacks players", "Natural disaster deaths in New Zealand", "New Zealand international rugby union players", "New Zealand rugby union players", "Rugby union players from Rotorua", "Rugby union three-quarters", "World Rugby Hall of Fame inductees" ]
Joseph Astbury Warbrick (1 January 1862 – 30 August 1903) was a Māori rugby union player who represented New Zealand on their 1884 tour to Australia and later captained the 1888–89 New Zealand Native football team that embarked on a 107-match tour of New Zealand, Australia, and the British Isles. Born in Rotorua, Warbrick played club rugby for Auckland side Ponsonby while boarding at St Stephen's Native School. In 1877, he was selected to play fullback for Auckland Provincial Clubs as a 15-year-old, making him the youngest person to play first-class rugby in New Zealand. He played for Auckland against the visiting New South Wales team, the first overseas side to tour the country, in 1882. Two years later, he was selected for the first New Zealand representative team, and playing mainly as a three-quarter, appeared in seven of the side's eight matches on their tour of New South Wales. In 1888, Warbrick conceived of, selected, and led the privately funded New Zealand Native team. The squad, which included four of Warbrick's brothers, was originally envisaged to contain only Māori players, but eventually included several New Zealand-born and foreign-born Europeans. Although the team played 107 matches, including 74 in the British Isles, Warbrick took part in only 21 matches due to injury. The tour, the first from the Southern Hemisphere to visit Britain, remains the longest in rugby's history. In 2008, Warbrick and the Natives were inducted into the World Rugby Hall of Fame. Warbrick effectively retired from rugby after returning from the tour, with the exception of an appearance for Auckland in 1894, and went on to work as a farmer and tourist guide in the Bay of Plenty. In 1903, he was killed along with several others by an eruption of the Waimangu Geyser. ## Background and early career Joseph Warbrick was born in Rotorua, New Zealand, on 1 January 1862, the third of five children. His father, Abraham Warbrick, was originally from England, while his mother, Nga Karauna Paerau, was Māori and the daughter of a Ngāti Rangitihi chief. After Joe Warbrick's mother died, his father remarried and had seven more children. Four of his brothers – Alfred, Arthur, Fred, and Billy – went on to tour with Joe as part of the 1888–89 New Zealand Native football team. With his family still based in the Bay of Plenty, Joe Warbrick was sent to board at St Stephen's Native School in the Bombay Hills, where he started playing rugby union. While living in Bombay in 1877, he started playing club rugby with Ponsonby in Auckland, even though the club was based well north of Bombay. Warbrick played well enough for Ponsonby to earn selection for Auckland Provincial Clubs (now Auckland) that year despite being only 15 years old. Playing at fullback for them against Otago, he became the youngest person to play first-class rugby in New Zealand – a record he still holds as of 2017. By 1878 Warbrick had left both St Stephen's and Ponsonby and was employed as a public servant. The work required him to relocate regularly, and he moved throughout the North Island for the remainder of his rugby career. By 1879 he was living in Wellington, and represented the provincial team three times that season. He played three further matches for Wellington in 1880, including one against his old province of Auckland. The 1880 match, the first in Auckland for Wellington, was won by the visitors 4–0. Warbrick was renowned for his drop-kicking, and his goal in the match was the only score; many Aucklanders claimed that his performance was the difference between the two sides. The Australian New South Wales colonial team became the first overseas rugby side to tour New Zealand in 1882 and played seven matches throughout the country. By this point Warbrick was back in Auckland, but this time playing for the North Shore club, and he again won selection for the provincial side. He appeared in both of Auckland's matches against the New South Welshmen: 7–0 and 18–4 victories over the tourists. Warwick remained in Auckland the following year when he toured with the province again, playing in away matches against Wellington, Canterbury and Otago. ## 1884 New Zealand team In 1884 a team of New Zealanders, organised by the Canterbury player and administrator William Millton, and Dunedin businessman Samuel Sleigh, was selected to tour New South Wales. This is now officially regarded as the first New Zealand representative rugby side. Warbrick was included in a squad that was selected from throughout the country; the entire endeavour was performed without the oversight of a national body – several provincial rugby unions existed, but the New Zealand Rugby Football Union was not formed until 1892. The squad's 19 players were expected to assemble in Wellington before disembarking for Sydney on 21 May, however Warbrick missed his ship from Auckland and so travelled to Sydney alone. Millton was elected captain, and Sleigh managed the team. The side won all eight of their matches on tour, including the three games against New South Wales. Warbrick appeared in seven matches and scored three drop goals; one of the goals was reportedly kicked from well inside his own half. He played at both fullback and three-quarter, and was noted for his good ball handling and speed, as well as his ability to drop kick. ## Later provincial career After returning from tour, Warbrick moved to Napier, and in 1885 represented Hawke's Bay provincially, including captaining them against Poverty Bay. By 1886 he was back playing for Auckland, and that year captained them in their wins over both Wellington, and also New South Wales – who were again touring the country. He returned to Hawke's Bay for the 1887 season, and played for them against Wellington, Poverty Bay, and Canterbury. Warbrick had returned to Wellington by the 1888 season when he again played for the province. The first British Isles side (now known as the British and Irish Lions) toured New Zealand and Australia in 1888. The side was privately organised, without the sanction or prohibition of England's Rugby Football Union, and toured New Zealand in April and May that year where they played against a number of provincial sides. Although the team was not representative of the best British and Irish players, it did include three internationals with the rest predominantly county representatives. Warbrick was in the Wellington team that faced the tourists on 13 May. The match was ill-tempered, with each side accusing the other of rough play, and eventually finished as a 3–3 draw. ## 1888–89 New Zealand Native football team ### Preparations In early 1888 Warbrick announced plans to assemble a Māori side to face the visiting British during their tour, but he later revealed he wanted to take a team of Māori or part-Māori to tour the British Isles. His ambition was for "Māori football" to be as famous as Australian cricket, whose national side had already developed a strong rivalry with the English. It is not known exactly when Warbrick had conceived of the idea for this tour, but it was well before the arrival of the British Isles team in April 1888. The touring British did help demonstrate the feasibility of Warbrick's proposal, which was daunting – no New Zealand side had ever toured the Northern Hemisphere. Hearing of Warbrick's plans, civil servant Thomas Eyton contacted him to offer help managing the tour, which Warbrick accepted. By May 1888, James Scott, a publican, had joined the partnership. The three men decided that Warbrick would be the team's captain, coach and selector, Scott its manager, and Eyton its promoter. Although Warbrick had chiefly sporting reasons for conducting the tour, for Eyton and Scott profit was the major motivation. A New Zealand Māori side had never been selected – the first official side did not play until 1910 – but Warbrick's experience in provincial rugby ensured that he was well qualified to select the team. He travelled the country trying to find players who were talented and willing to spend a year on tour. The make-up of the team changed significantly between March 1888 and when the team departed New Zealand in August. Warbrick encountered challenges assembling the side; there was opposition from some players to including part-Māori in the squad, which prompted several early recruits to withdraw. Initially, 20 players were selected for the side, named the "New Zealand Māori team". Some of these players had strong family and playing links to Warbrick (such as his four brothers). Warbrick was eventually compelled to add five Pākehā (European non-Māori) players to the squad, which resulted in the side being renamed the "New Zealand Native football team". Warbrick may have wanted a team of exclusively Māori or part-Māori players, but according to historian Greg Ryan, including the Pākehā players was "necessary to strengthen the Native team and create a more effective combination". A further player, Pie Wynyard, was added to the side after they arrived in Britain in November 1888. ### Domestic tour and British Isles The side's first match was against Hawke's Bay on 23 June 1888, with Warbrick playing in the backs. The match was won 5–0, and was followed by a second match a week later in which Warbrick contributed 10 points in an 11–0 victory. The next match was against a strong Auckland side, who defeated the Natives 9–0. The heavy defeat was costly for the Native team, with Warbrick breaking several bones in his foot. It was his last game until November that year, and the loss prompted the addition of Patrick Keogh – one of the five Pākehā in the side – to the squad before its departure from New Zealand. The team departed New Zealand on 1 August 1888, and sailed to England via Melbourne. After their six-week voyage from Australia, the Native team arrived in England on 27 September 1888. Their first match was against Surrey, on 3 October, but Joe Warbrick was still injured and did not play. The side played regularly – they averaged just over three games per week while in Britain – but Warbrick did not appear until 7 November when the team faced Tynemouth. The match was won 7–1, but Warbrick – who played at fullback – exacerbated his foot injury. He managed to play six matches between mid-December and early January before he was again injured. He appeared against Stockport, a match drawn 3–3, on 12 January, but despite being fit enough to play his form was poor. Warbrick only played twice more in the following month, and was not fit enough to be selected for the team that faced England on 16 February. The match resulted in a controversial 7–0 loss for the Natives, and included the awarding of two dubious English tries by the referee George Rowland Hill – who was also Secretary of the English Rugby Football Union (RFU). The loss and aftermath soured the relationship between Warbrick's team and the RFU – who accused the Natives of poor sportsmanship after they had protested at the awarding of the controversial tries. By the time the team departed for Australia in late March they had played 74 matches in Britain, winning 49, losing 20, and drawing 5. However, due to injury, Warbrick only appeared in 14 matches; in contrast David Gage featured in 68, and eight other members played more than 50. Warbrick was not the only player to experience injury; the taxing schedule of matches took a toll, and he frequently struggled to find a full complement of 15 fit players. On top of playing relatively few matches in Britain, Warbrick scored only once there – a conversion against Devon. The high injury toll and congested schedule contributed to complaints about Joe Warbrick's behaviour. His comments to the English press – who directed much of their focus towards him – were viewed negatively by some members of the squad; he was accused of neglecting to acknowledge the contributions of players such as Thomas Ellison, Gage, Keogh, and Edward McCausland but to extol the efforts of himself and his brothers. Warbrick said of his time in the British Isles: "My impression of England and its people during the tour was a very favourable one, more especially does this apply to private individuals. I found them everywhere very kind and attentive and apparently anxious to make one's visit as pleasant as possible". The term "private individuals" may have been used to exclude from praise both the RFU and London press. Following the tour he also criticised the partiality of the English referees, and believed that the English administrators displayed a double standard in their treatment of the Natives; the RFU treated the Native team's motives for touring with suspicion, believing the enterprise to be speculative and criticising them for not upholding the amateur principles the RFU liked to espouse. Yet the RFU continued to select Andrew Stoddart for England, despite him touring with the speculative and unsanctioned 1888 British team that travelled to New Zealand and Australia. ### Australia and return to New Zealand Warbrick and the team sailed to Australia for a leg of their tour described by historian Greg Ryan as "little more than a testimony to the motives of Scott and Eyton as speculators." Their time in Australia started in Victoria, where the side mostly played Victorian Rules Football against Melbourne clubs. These matches were played for financial rather than sporting reasons, and the team had little success at the sport. While the side only played a single rugby match in Victoria, in New South Wales and Queensland they almost exclusively played rugby. Warbrick made few appearances in Australia – two in total – but continued functioning as team captain. The Natives had not lost a rugby match in Australia when they played their second match against the Queensland representative side. The first match was won 22–0, and the second – held on 20 July – was expected to be another comfortable victory for the Natives. However, at half-time the scores were level, and with the exception of Billy Warbrick, the Natives had played poorly. There were rumours that four of the Natives had been paid by local bookmakers to throw the match. When Joe Warbrick spoke to the team at half-time, he threatened to expose the accused players; this was enough to prompt an improvement in the Natives' play, and the side recovered to win 11–7. The team returned to New Zealand in August 1889, but the Queensland controversy still hung over the side. The Northern Rugby Union (later renamed the Queensland Rugby Union) did not take any action over the accusations, but the Otago Rugby Union (ORU) decided to conduct an inquiry. The matter was not resolved until after the team arrived in Dunedin when the ORU announced there was no evidence "justifying the accusations", and dismissed taking any further action. The team continued to travel north and to play fixtures throughout the country. Joe Warbrick had played an earlier match in Gore – against Mataura District XVI – where he again suffered injury. The team's final match was against Auckland on 24 August. The fixture was lost 7–2, but by this point several Native's players had departed the team, including Keogh, Ellison and Gage. Despite the grueling schedule and high number of injuries, the loss to Auckland ended a remarkable streak that had started with a victory over Widnes on 9 March; the Natives had not lost a rugby game in 31 matches, winning 30 and drawing the other. The Natives played a total of 107 rugby matches, including 74 in the British Isles, and the tour remains the longest in the sport's history. ## Retirement and later life Warbrick retired from rugby at the conclusion of the Natives' tour. He moved to the Bay of Plenty to farm, and occasionally turned out for the Tauranga representative team. Five years after he retired he made a one-match first-class comeback when he played for Auckland against Taranaki in 1894. After this match, an Auckland newspaper wrote: > Considering that Joe won his cap in 1877, it must be very pleasing to him to be able to record 1894 on it. As I said before, Joe's career as a footballer is, I believe, unparalleled in the colonies. It is certainly a feat Joe may well feel proud of, that after battling the storms for a period of 17 years, he has again been called to render assistance to his province ... Warbrick married Harriet Burt with whom he had one daughter, and he later worked as a tourist guide in the Rotorua area, where his brother Alfred was the Chief Government Guide. On 30 August 1903, while working with his brother in the geothermal region of the area, Joe Warbrick was killed. The Waimangu Geyser – then the largest geyser in the world – unexpectedly erupted with Joe Warbrick and several tourists in the vicinity; four of them, including Warbrick, were killed instantly by the superheated water ejected during the eruption before they were swept towards Lake Rotomahana. Joe Warbrick had warned one of the tourists not to venture too close to the geyser; however, she insisted on moving closer to get a better photograph. Warbrick accompanied her, and barely two minutes later the geyser erupted and killed the entire party. ## Impact and legacy As the captain and instigator of the 1888–89 Natives – the first New Zealand team to tour the British Isles – Warbrick had a lasting impact on the development of rugby in his homeland. When the Natives returned from tour they introduced a style of rugby as good as any ever seen in the country. According to Ryan, "their brand of sensational running style and combined forward play had never been seen in New Zealand." The speculative nature of the tour, which was outside the control of an official authority, concerned many of the provincial unions and gave further momentum to efforts to form a national body. In 1892 the New Zealand Rugby Football Union was founded which would, among other things, organise any representative tours. Many of the Natives went on to contribute to rugby as representative players, administrators, or referees. Two players, Ellison and Gage, went on to captain New Zealand. In 2008 Warbrick was inducted into the World Rugby Hall of Fame, and is a member of the Māori Sports Awards Hall of Fame. A short film, Warbrick, written and directed by brothers Pere and Meihana Durie, was released in 2009 and depicts Joe Warbrick preparing an injury-depleted Natives squad for a match. The film was played for the All Blacks during their preparations for a match against Australia in 2009. ## See also - List of 1888–89 New Zealand Native football team matches
3,195,102
Bull Run River (Oregon)
1,154,414,205
Tributary of the Sandy River in Oregon, United States
[ "Mount Hood National Forest", "Rivers of Clackamas County, Oregon", "Rivers of Multnomah County, Oregon", "Rivers of Oregon" ]
The Bull Run River is a 21.9-mile (35.2 km) tributary of the Sandy River in the U.S. state of Oregon. Beginning at the lower end of Bull Run Lake in the Cascade Range, it flows generally west through the Bull Run Watershed Management Unit (BRWMU), a restricted area meant to protect the river and its tributaries from contamination. The river, impounded by two artificial storage reservoirs as well as the lake, is the primary source of drinking water for the city of Portland, Oregon. It is likely that Native Americans living along the Columbia River as early as 10,000 years ago visited the Bull Run watershed in search of food. Within the past few thousand years they created trails over the Cascade Range and around Mount Hood, near the upper part of the Bull Run watershed. By the mid-19th century, pioneers used these trails to cross the mountains from east to west to reach the fertile Willamette Valley. In the 1890s, the City of Portland, searching for sources of clean drinking water, chose the Bull Run River. Dam-building, road construction, and legal action to protect the watershed began shortly thereafter, and Bull Run water began to flow through a large pipe to the city in 1895. Erosion-resistant basalt underlies much of the watershed, and streams passing over it are relatively free of sediments. However, turbidity increases when unstable soils sandwiched between layers of basalt and other volcanic rocks are disturbed and wash into the river during rainstorms. Despite legal protections, about 22 percent of the protected zone was logged during the second half of the 20th century, and erosion increased. For a time in 1996, Portland had to shut down the Bull Run supply because of turbidity and switch to water from wells. A law passed later that year prohibited most logging in or near the watershed, and since then the Portland Water Bureau and the United States Forest Service have closed many of the logging roads and removed culverts and other infrastructure contributing to erosion. Mature trees, most of them more than 500 years old and more than 21 inches (53 cm) in diameter, cover about half of the watershed, and the rest of the watershed is also heavily forested. Annual precipitation ranges from 80 inches (2,000 mm) near the water supply intake to as much as 170 inches (4,300 mm) near the headwaters. More than 250 wildlife species, including the protected northern spotted owl, inhabit this forest. Downstream of the BRWMU, the watershed is far less restricted. In the late 19th century, an unincorporated community, Bull Run, became established near the river in conjunction with a hydroelectric project and a related railroad line. About 6 miles (10 km) of the lower river is open to fishing and boating, and the land at the confluence of the Bull Run and Sandy rivers has been a public park since the early 20th century. ## Course `The Bull Run River begins at Bull Run Lake, a natural body of water modified slightly by the Portland Water Bureau, near Hiyo Mountain in the Mount Hood Wilderness. Originating in Clackamas County north of Forest Road 18 (Lolo Pass Road), its unnamed headwater tributaries enter the lake. Flowing northwest from the lake, the river immediately enters Multnomah County and continues generally northwest for about 5 miles (8 km). Along this stretch, the river flows by a United States Geological Survey (USGS) stream gauge at river mile (RM) 20.9 or river kilometer (RK) 30.6, passes under Forest Road 1025 and Forest Road 10 and receives Blazed Alder Creek from the left and Log Creek and Falls Creek, both from the right. Then the river turns southwest and passes another stream gauge just before entering Bull Run River Reservoir 1 at RM 15 (RK 24). Also entering the reservoir are Fir Creek from the left, North Fork Bull Run River from the right, then Deer, Cougar, and Bear creeks, all from the right. The Bull Run River exits the reservoir via a spillway 11 miles (18 km) from the river mouth. Forest Road 10 runs roughly parallel to the right bank of the river from near the headwaters to Southwest Bull Run Road, near the mouth.` Entering Bull Run River Reservoir 2, the river receives Camp Creek from the left, re-enters Clackamas County, and receives South Fork Bull Run River from the left. The river exits the reservoir via a spillway at about RM 6 (RK 10). Below Reservoir 2, Forest Road 10 (Waterworks Road) is on the river's right bank, and Forest Road 14 is on the left. The river flows by a stream gauge at RM 4.7 (RK 7.6) and passes under Forest Road 14 before receiving the Little Sandy River from the left at about RM 2 (RK 3). The river then turns northwest, passes under an unnamed road and then under Southeast Bull Run Road near the unincorporated community of Bull Run, which is on the river's right, and the defunct powerhouse of the Bull Run Hydroelectric Project, which is on the left. Southeast Camp Namanu Road runs roughly parallel to the river along its right bank from here to the mouth. Along this stretch, the river receives Laughing Water Creek from the right and enters the Sandy River at Dodge Park, about 18.5 miles (29.8 km) from the larger river's confluence with the Columbia River. ### Discharge `The USGS and the water bureau operate a stream gauge at RM 4.7 (RK 7.6), which is 1.8 miles (2.9 km) downstream from Bull Run Reservoir 2 and the water system intake. Measurements are for the river only and do not include water diverted upstream of the gauge to the city water supply or to a former power plant. The maximum flow at this station was 24,800 cubic feet per second (700 m`<sup>`3`</sup>`/s) on December 22, 1964, and the minimum flow was 1.1 cubic feet per second (0.031 m`<sup>`3`</sup>`/s) on October 4, 1974. The drainage area above this gauge is 107 square miles (280 km`<sup>`2`</sup>`), about 77 percent of the whole watershed. The maximum flow occurred during the floods of December 1964 and January 1965, rated by the National Weather Service as one of Oregon's top 10 weather events of the 20th century.` Since 1966, the USGS has monitored the flow of the Bull Run River at a stream gauge 14.8 miles (23.8 km) from the mouth. The average flow between then and 2008 was 404 cubic feet per second (11.4 m<sup>3</sup>/s). This is from a drainage area of 47.90 square miles (124.06 km<sup>2</sup>), about 34 percent of the entire watershed. The maximum flow recorded during this period was 15,800 cubic feet per second (450 m<sup>3</sup>/s) on November 5, 1999. The minimum was 30 cubic feet per second (0.85 m<sup>3</sup>/s) on October 28–31, 1987. The uppermost stream gauge on the main stem is at RM 20.9 (RK 30.6), 1 mile (1.6 km) downstream from the outlet structure at Bull Run Lake. In operation since 1992, the gauge recorded an average flow of 26.1 cubic feet per second (0.74 m<sup>3</sup>/s) between then and 2009. This was from a drainage area of 5.08 square miles (13.2 km<sup>2</sup>), about 4 percent of the total watershed. The maximum flow recorded during this period was 148 cubic feet per second (4.2 m<sup>3</sup>/s) on February 7, 1996. The minimum was 8.2 cubic feet per second (0.23 m<sup>3</sup>/s) on October 28, 1992. In addition to the three main-stem gauges, the USGS operates five other stream gauges in the Bull Run watershed. Each of the following tributaries has one gauge: Fir Creek, Blazed Alder Creek, the North Fork, the South Fork, and the Little Sandy. Near the outlet structure of Bull Run Lake, a USGS water-stage recorder at RM 21.9 (RK 46.8) has collected data on lake levels since 1992. The maximum lake content between then and 2009 was 48,340 acre-feet (59,630,000 m<sup>3</sup>) on February 9, 1996, and the minimum was 31,080 acre-feet (38,340,000 m<sup>3</sup>) on October 29, 1992. The two Bull Run reservoirs are also equipped with water-stage recorders. ## Geology `Columbia River basalts, 10 to 20 million years old, that underlie much of the Bull Run watershed are exposed near the bottoms of steep canyons along the river and its tributaries. In the western half of the watershed, the Rhododendron formation, rich in sediments, overlies the basalt, and later volcanic flows of basalt and andesite overlie both older formations. Areas of thick talus occur in the eastern part of the watershed at elevations higher than 2,500 feet (760 m) above sea level, and north-facing slopes above 2,600 feet (790 m) show evidence of glaciation. Over many centuries, streams in the watershed have carved canyons through the Rhododendron formation to the level of the basalt. Since basalt resists erosion, water traveling over it remains relatively free of sediments. Less than 2 percent of the watershed is at high risk for landslides.` The Bull Run River's three reservoirs—Bull Run Lake, Bull Run Reservoir 1, and Bull Run Reservoir 2—are oligotrophic and do not sustain many life forms. Bull Run Lake is in a steep-sided cirque blocked at its lower end by a series of lava flows topped by debris from a glacial moraine. Small streams flow into the lake from ridges above it, and water exits the lake mainly by seeping through porous rock to enter the Bull Run River about 0.5 miles (0.80 km) downstream. Evidence suggests that over the past several thousand years, although forest fires in the area and volcanic activity on Mount Hood or Mount St. Helens have caused temporary changes in the lake's limnological condition, it "has always returned to conditions similar to those seen at present." Turbidity is sometimes a problem in Reservoirs 1 and 2 when unstable soils sandwiched between layers of lava erode into tributaries, especially the North and South forks. ## History ### First peoples Archeological evidence suggests that Native Americans lived along the lower Columbia River as early as 10,000 years ago. The area near what later became The Dalles, on the Columbia east of the mouth of the Sandy River, eventually became an important trading center. The Indians established villages on floodplains and traveled seasonally to gather huckleberries and other food on upland meadows, to fish for salmon, and to hunt elk and deer. Although no direct evidence exists that these lower-Columbia Indians traveled up the Sandy, it is likely that they did. Traces of these people include petroglyphs carved into the rocks of the Columbia River Gorge. Within the past few thousand years, Indians created trails across the Cascade Range around Mount Hood. In the 19th century, this trail network linked the Wascopam Mission near The Dalles to settlements in the Willamette Valley. One popular trail crossed over Lolo Pass, near the headwaters of the Bull Run River, and another, which later became the Barlow Road, met the Lolo Pass trail roughly where the Zigzag and Salmon rivers enter the Sandy. Indians from villages along the Columbia, Clackamas, and other rivers also traveled by water to the lower Sandy River area to fish for salmon and to gather berries, nuts and roots. The Klickitat tribe referred to Bull Run Lake as Gohabedikt, meaning "Loon Lake". ### Explorers, settlers, and waterworks `Before the Lewis and Clark Expedition of 1805, few Europeans or European-Americans had visited the Sandy River basin. One of the first documented visits to the upper Sandy occurred in 1838, when Daniel Lee drove cattle from the Willamette Valley to Wascopam via the Indian trail over Lolo Pass. By 1840, pioneers were using the trail to cross the Cascades, and the Barlow Road, following another old trail, opened in 1846. One of its branches ran along the Devil's Backbone, a ridge separating the Sandy and Little Sandy basins. A few of these newcomers settled along the Sandy River.` In 1886, the Portland Water Committee, predecessor of the Portland Water Bureau, began a search for a superior drinking water source. The committee, led by Henry Failing, commissioned Isaac W. Smith, an engineer and surveyor, to inspect any viable water supply in the region. Smith chose the Bull Run River, and a five-month survey trip led him to conclude that a gravity-flow system could deliver clean water from Bull Run to Portland. In 1892, U.S. President Benjamin Harrison signed a proclamation creating a protected area, the Bull Run Reserve, in the watershed. By 1895 Portland had built a diversion dam on the Bull Run River, and completed its first conduit (Conduit 1) to carry Bull Run water to the city. At about the same time as the Smith survey, a small farming community, at first named Unavilla but renamed Bull Run in 1895, grew up near the confluence of the Bull Run and Sandy rivers. Meanwhile, improvements to the Barlow Road encouraged population growth along the lower Sandy and the establishment of cities like Gresham and Sandy. Even so, by 1900 much of the upper Sandy basin was still remote, wild, and accessible mainly by trails. Expanding the system's storage and delivery capacities in stages, the city built Conduit 2 from Bull Run to Portland in 1911, and in 1917 constructed a small dam at the high water outlet of Bull Run Lake. In 1921, the city replaced the headworks diversion dam with a new one, about 40 feet (12 m) high, and added Conduit 3. In 1929, Portland built Dam 1 (the Ben Morrow Dam), which is about 200 feet (61 m) high. To keep pace with population growth and increasing water demands, the city created Reservoir 2 behind Dam 2. The new dam, completed in 1962 at the site of the headworks dam, is a rockfill structure, 110 feet (34 m) high. By that time, the city had already replaced the aging Conduit 1 with Conduit 4. ### Hydroelectric projects `The lower Bull Run River changed dramatically in 1906, when the Mount Hood Railway and Power Company (MHR&P) began work on the Bull Run Hydroelectric Project. The project included a powerhouse on the Bull Run River at RM 1.5 (RK 2.4), and a diversion dam on one of its largest tributaries, the Little Sandy River, 1.7 miles (2.7 km) from its confluence with the Bull Run River. Water from the Little Sandy Dam diverted much of the Little Sandy's flow through a wooden flume about 3.2 miles (5.1 km) long to a 140-acre (0.57 km`<sup>`2`</sup>`) reservoir called Roslyn Lake and from there to the powerhouse.` To begin the project, the MHR&P needed access to the powerhouse site. At the time, it took three hours by stagecoach to reach Bull Run from an electric railway depot in Boring. Roads in the area had to be planked to be usable during heavy rains. Access improved in mid-1911, when the company finished construction on a 22-mile (35 km) railway line between the Montavilla neighborhood in east Portland and Bull Run. In 1912, the year the powerhouse began generating electricity, the MHR&P merged with the Portland Railway, Light and Power Company, (PRL&P), which later modified the line for use by electric trolleys. In 1913, the PRL&P, the predecessor of the electric utility company known as Portland General Electric (PGE), expanded the hydroelectric project by building Marmot Dam at RM 30 (RK 48) on the Sandy River, from which it diverted water through canals and tunnels, the longest of which was 4,690 feet (1,430 m), to the Little Sandy River upstream of the Little Sandy Dam. This increased the maximum flow along the flume to Roslyn Lake from about 200 cubic feet per second (5.7 m<sup>3</sup>/s) to about 800 cubic feet per second (23 m<sup>3</sup>/s). Since the combined flow entered the lower Bull Run River after leaving the powerhouse, the system altered the flows of three rivers. In 1999, close to a century after the start of the project, PGE announced that it would remove the Marmot and Little Sandy dams and related equipment and close the 22-megawatt powerhouse because of costs associated with maintenance and fish protection. Marmot Dam was demolished in 2007 and the Little Sandy Dam in 2008, restoring natural flows to the Sandy and Little Sandy. In 1982, work on the Portland Hydroelectric Project, unrelated to the Bull Run Hydroelectric Project, began generating electricity at powerhouses below the dams at Reservoirs 1 and 2 on the Bull Run River. Portland sells the electricity from a 24-megawatt plant at Dam 1 and a 12-megawatt plant at Dam 2 to PGE, which operates and maintains the equipment. PGE, a corporation with home offices in Portland, has many other sources of electricity, which it sells to customers in a 4,000-square-mile (10,000 km<sup>2</sup>) service area in the northern Willamette Valley. ### Logging `Extensive timber cutting in the Sandy River basin began in the mid-19th century in response to a demand for wood from the Portland metropolitan area. Logging intensified in the lower basin through the 20th century as sawmills became established in Sandy, Boring, Brightwood and other settlements in the region, and railroad spurs extended into the forests. In 1904, President Theodore Roosevelt signed into law the Bull Run Trespass Act to forbid activities such as camping and livestock grazing in the Bull Run Reserve. Except for activity related to the waterworks, the protected area changed little until the 1950s, when the United States Forest Service began to advocate logging in the Reserve. After the U.S. Congress passed the Multiple Use – Sustained Yield Act of 1960 stressing timber production in the national forests, the Forest Service in the 1960s and 1970s built about 170 miles (270 km) of forest roads in the watershed. Before the road-building and heavy logging, "The watershed [had] remained almost inviolable for nearly 60 years, its runoff protected by a largely unbroken expanse of centuries-old trees," according to a member of the Bull Run Advisory Committee, a scientific panel commissioned by the City of Portland in 1977 to review issues related to Bull Run.` In 1973, Joseph Miller, Jr., a retired Portland physician, sued the Forest Service, claiming that its logging violated the Bull Run Trespass Act. In 1976, U.S. District Judge James M. Burns agreed, and logging was halted. Shortly thereafter, Congress rescinded the Bull Run Trespass Act and replaced it with the Bull Run Watershed Management Act of 1977, which created the Bull Run Watershed Management Unit (BRWMU) (replacing the Bull Run Reserve) and legalized further Bull Run logging unless it could be shown to reduce water quality. Logging and the debate about logging continued. In 1994 about 75 percent of the BRWMU was made into a reserve for protecting the northern spotted owl and other species dependent on old-growth forests. In February 1996, runoff from unusually heavy rains in the watershed washed so much eroded soil into the Bull Run storage reservoirs that the city had to shut down the Bull Run supply and switch during the crisis to its emergency supply from a well field along the Columbia River. Later in 1996, Congress passed the Oregon Resources Conservation Act, which prohibited logging on all Forest Service lands within the Bull Run water supply drainage and another 3,500 acres (14 km<sup>2</sup>) of land that drained to the lower Bull Run River. In 2001, the Little Sandy Act extended the prohibitions to the entire BRWMU and public lands along the Little Sandy River. Between 1958 and 1993, when the last timber-cutting took place in the BRWMU, about 14,500 acres (59 km<sup>2</sup>), roughly 22 percent of the water supply drainage, were logged. Since then, to reduce erosion from the outmoded logging infrastructure, the Forest Service and the water bureau have been decommissioning parts of the Bull Run forest road network, which had grown to 346 miles (557 km). By autumn 2008, they had closed 78 miles (126 km) of roads, were dismantling another 63 miles (101 km), and were removing 245 culverts. ## Watershed `The Bull Run watershed drains 139 square miles (360 km`<sup>`2`</sup>`), most of which is in the Mount Hood National Forest in Multnomah and Clackamas counties in northwest Oregon. The confluence of the Bull Run and Sandy rivers at Dodge Park, about 20 miles (32 km) east of downtown Portland, marks the watershed's western (downstream) end, while on the east it borders Hood River County, and at Hiyo Mountain it is about 6 miles (9.7 km) northwest of Mount Hood in the Cascade Range. It is a sub-watershed of the Lower Columbia–Sandy Watershed. Elevations within the watershed range from 4,750 feet (1,450 m) at Buck Peak on the watershed's northeastern boundary to 243 feet (74 m) at the mouth of the Bull Run River.` As the main source of Portland's drinking water, the watershed is largely restricted to uses related to water collection, storage, and treatment, and to forest management. The city's drinking water protection area consists of the 102 square miles (260 km<sup>2</sup>) of the basin upstream of the water supply intake at RM 6.2 (RK 10). The protection area is part of a larger restricted zone, the BRWMU, which covers 143 square miles (370 km<sup>2</sup>). It lies mostly within Multnomah and Clackamas counties but extends in places along its eastern edge into Hood River County. As of 2010, the Forest Service manages 95 percent of the BRWMU on land owned by the federal government; the Portland Water Bureau manages the 4 percent that is owned by the City of Portland, and the Bureau of Land Management manages the remaining 1 percent, which is on federal land. Small portions of the watershed that are along the lower main stem or along tributaries are partly outside the BRWMU and fall under other jurisdictions. Watersheds bordering the Bull Run River drainage basin are those of the West Fork Hood River to the east and northeast, the Sandy River to the south and west, and the Columbia River to the north. Small Columbia River tributaries, each with a subwatershed bordering the Bull Run watershed, flow north from a ridge between the Bull Run and Columbia rivers. These include Eagle, Tanner, Moffett, McCord, Horsetail, Oneonta, Multnomah, and Bridle Veil creeks, which plunge over one or more waterfalls as they enter the Columbia Gorge. ### Climate `The climate along the Bull Run River is typical of the western Oregon Cascades foothills. Annual precipitation ranges from 80 inches (2,000 mm) near the intake for the Portland water supply to as much as 170 inches (4,300 mm) near the headwaters. Summers are dry, and winters, especially November through January, are wet. At low elevations, most of the precipitation arrives in the form of rain, but at higher elevations 25 to 30 percent of the moisture arrives as snow. Fog drip may add significantly to total precipitation in the vicinity of Bull Run Lake. A study published in 1982 suggested that standard rain gauges placed in open areas might be underestimating the contribution of fog drip to heavily forested parts of the watershed by up to 30 percent. Accumulated snow is rare at elevations up to 2,000 feet (610 m) above sea level but sometimes reaches 6 to 10 feet (1.8 to 3.0 m) above 4,000 feet (1,200 m). Melting snow adds to streamflow in April and May, and dry soil inhibits streamflow in August. Generally, temperatures are mild. Lows in January range from just below freezing to about 25 °F (−4 °C), while July highs are usually about 80 °F (27 °C).` The Natural Resources Conservation Service (NRCS) of the United States Department of Agriculture operates snow telemetry (SNOTEL) stations at three places in the Bull Run watershed to help predict how much water will be available from melting snow. Snow depths and density vary with time and location. At the Blazed Alder Creek station, the highest of the three at 3,650 feet (1,110 m) above sea level, the mean snow-water equivalent (SWE) (the amount of water in the accumulated snow) ranged in 2009 from 0 in July–October to about 50 inches (1,300 mm) in April. A station on the North Fork at an elevation of 3,060 feet (930 m) reported a minimum mean SWE of 0 in July–October 2009 and a maximum of about 37 inches (940 mm) in April. In the same year at the South Fork station, elevation 2,690 feet (820 m), the mean SWE varied from 0 in June–September to about 10 inches (250 mm) in March. ### Infrastructure `Although most of the watershed is generally closed to the public, the protected area includes forest roads, buildings, three dams and reservoirs, two hydroelectric power stations, and other infrastructure used by government employees who manage the forest and the water supply system. The system includes a concrete dam and spillway, added to the natural outlet of Bull Run Lake. The dam, completed in about 1960, was preceded in 1915 by a timber-and-rockfill structure and later by other measures to increase the lake's storage capacity and to prevent seepage. These measures raised the lake's usable storage from about 2.8 billion US gallons (11,000,000 m`<sup>`3`</sup>`) to about 4.3 billion US gallons (16,000,000 m`<sup>`3`</sup>`), an increase of about 55 percent. Dam 1, which impounds Reservoir 1, is a concrete arch-gravity dam about 200 feet (61 m) high, and Dam 2, a rockfill structure about 110 feet (34 m) high, impounds Reservoir 2. Although the two reservoirs combined can hold up to about 17 billion US gallons (64,000,000 m`<sup>`3`</sup>`), their total usable storage is only about 10 billion US gallons (38,000,000 m`<sup>`3`</sup>`).` The raw water intake (headworks) at Bull Run is just below Dam 2. This is where water is diverted from the river for chlorination and then routed into three distribution conduits for delivery to Portland. About 23 percent of the watershed's annual runoff is diverted to the city's water supply. The main roads within the BRWMU include Forest Road 10, which runs for much of its length along the north side of the river. It links the community of Bull Run near the mouth of the river and Forest Road 18 (Lolo Pass Road) east of Bull Run Lake. Branching off Forest Road 10 downstream of Reservoir 2, Forest Roads 12 and 14 form a loop south of the river. The loop extends as far east as Goodfellow Lakes, near the source of the Little Sandy River. Below the BRWMU, Bull Run Road, open to the public, crosses the river between the community of Bull Run and Dodge Park. The Bull Run River Bridge, a 240-foot (73 m) Pennsylvania-petit truss span that carries Bull Run Road, was originally the west truss of the Burnside Bridge over the Willamette River in downtown Portland. It includes parts made of wrought iron as well as steel, and its truss portals incorporate nautical design elements meant for Portland, an inland seaport. Built in 1894, the bridge was moved to Bull Run in 1926, when a new Burnside Bridge replaced the old one. The Sandy River Bridge over the Sandy River at Dodge Park, just upriver from the mouth of the Bull Run River, was the 300-foot (91 m) east truss of the Burnside Bridge. ### Flora and fauna `Thick forests cover about 95 percent of the watershed. Douglas-fir is the dominant tree species in the basin below 3,400 feet (1,000 m) above sea level, where western redcedar thrives in moist areas and western hemlock also grows. Douglas-fir and noble fir are the dominant species at higher elevations, and Pacific silver fir is the climax species. Mature trees, which cover about 54 percent of the watershed, are mostly more than 500 years old and have diameters exceeding 21 inches (53 cm). Trees between 9 and 21 inches (23 and 53 cm) in diameter cover about 34 percent of the basin, while younger, smaller trees dominate the remaining 12 percent. The forest floors support many smaller plants such as salal and sword fern. About 5 percent of the watershed consists of unvegetated water bodies or bare rock and a tiny fraction of meadow.` More than 250 wildlife species, including peregrine falcon, bald eagle and northern spotted owl are thought to frequent the watershed. Migratory birds such as loons use the basin for feeding and nesting as they travel along the Pacific Flyway. Native fish species include chinook and coho salmon, steelhead, coastal cutthroat trout, Pacific lamprey, and rainbow trout, but since 1922 the headworks dam or its successor, Dam 2, have blocked anadromous fish passage to the upper river and its tributaries. Many amphibian and reptile species thrive near streams and ponds. Roosevelt elk, American black bear, coyote, cougar, black-tailed deer, North American river otter, American mink, and North American beaver are among the mammals found in the watershed. ## Recreation `Adjacent to the confluence of the Bull Run and Sandy rivers, 14-acre (5.7 ha) Dodge Park offers tree-shaded picnic areas, a swimming hole, a sandy beach, and a boat ramp for launching rafts, kayaks, and drift boats on the Sandy River. The Portland Water Bureau owns and maintains the park, established in the early 20th century. Originally called Bull Run Park, it was renamed for Frank Dodge, superintendent of the water bureau from 1897 to 1914. Until supplanted by automobile highways, the electric trolley to Bull Run carried passengers to and from the park until 1930. The water bureau estimates that at least 30,000 people visited the park in 1926. As of 2015`<sup>`[update]`</sup>`, the bureau has plans to restore and improve the park as time and money allow.` Although most of the Bull Run River watershed is closed to the public, whitewater enthusiasts sometimes run the lower 2.5-mile (4.0 km) stretch from the Bull Run Road bridge to the Sandy River. The put-in place for the run is just below the powerhouse, and the take-out is at Dodge Park. The run features a permanent slalom course near the put-in, six class 3 rapids in the first 2 miles (3 km), and a short stretch of class 2 water at the end of the run. Fishing is limited to the lower reaches of the river. Hatchery Chinook salmon and summer and winter steelhead are sometimes caught near the confluence with the Sandy River, and catch and release fishing for wild trout is allowed from the mouth of the river to the edge of the Bull Run watershed reserve. Access to the Bull Run Watershed Management Unit is generally limited to government employees and guests on official business, and security guards keep watch on its three gated entrances. However, the water bureau offers public tours in the summer and fall, and hikers may use the Pacific Crest Trail, which runs along the eastern edge of the watershed near Mount Hood. The bureau has been averaging about 85 group tours a year. ## See also - Bull Run National Forest - List of rivers of Oregon - Mark O. Hatfield Memorial Trail
444,845
Ernst Lindemann
1,173,074,356
German naval officer (1894–1941)
[ "1894 births", "1941 deaths", "Captains who went down with the ship", "Crosses of Naval Merit", "German battleship Bismarck", "German military personnel of the Spanish Civil War", "Imperial German Navy personnel of World War I", "Kriegsmarine personnel killed in World War II", "Kriegsmarine personnel of World War II", "Military personnel from Rhine Province", "Military personnel from Rhineland-Palatinate", "People from Altenkirchen", "Recipients of the Knight's Cross of the Iron Cross", "Recipients of the Order of the Sword", "Recipients of the clasp to the Iron Cross, 1st class", "Reichsmarine personnel" ]
Otto Ernst Lindemann (28 March 1894 – 27 May 1941) was a German Kapitän zur See (naval captain). He was the only commander of the battleship Bismarck during its eight months of service in World War II. Lindemann joined the German Imperial Navy (German: Kaiserliche Marine) in 1913, and after his basic military training, served on a number of warships during World War I as a wireless telegraphy officer. On board SMS Bayern, he participated in Operation Albion in 1917. After World War I, he served in various staff and naval gunnery training positions. One year after the outbreak of World War II, he was appointed commander of the battleship Bismarck, at the time the largest warship in commission anywhere in the world and the pride of the Kriegsmarine (Nazi Germany's navy). In May 1941, Lindemann commanded Bismarck during Operation Rheinübung. Bismarck and the heavy cruiser Prinz Eugen formed a task force under the command of Admiral Günther Lütjens on board Bismarck. Orders were to break out of their base in German-occupied Poland and attack British merchant shipping lanes in the Atlantic Ocean. The task force's first major engagement was the Battle of the Denmark Strait, which resulted in the sinking of HMS Hood. Less than a week later, on 27 May, Lindemann and most of his crew died in Bismarck's last battle. He was posthumously awarded the Knight's Cross of the Iron Cross (Ritterkreuz des Eisernen Kreuzes), at the time the highest award in the military and paramilitary forces of Nazi Germany. The medal was presented to his widow, Hildegard, on 6 January 1942. ## Early life Otto Ernst Lindemann was born on 28 March 1894 in Altenkirchen in the Westerwald, Rhine Province. He was the first of three children of Dr. jur. Georg Heinrich Ernst Lindemann and Maria Lindemann, née Lieber. Known as Ernst, Georg Lindemann was a probationary judge (Gerichtsassessor) and later president of the Prussian Central Land Credit Company, a Prussian credit bank. Otto Ernst Lindemann was baptised into the Protestant Church on 26 April 1894. The family moved to the Charlottenburg quarter of Berlin, where they lived at 6 Carmer Street, in 1895. His younger brother—Kurt—was born in 1896, followed by a second brother, Hans-Wolfgang, in 1900. The family relocated again in 1903, this time to their own house in the Dahlem quarter of Berlin, near the Grunewald forest. In 1910, when Lindemann was 16, his uncle Kapitän zur See Friedrich Tiesmeyer was in command of the light cruiser SMS Mainz (October 1909 – January 1910) of the Imperial Navy, at that time holding the rank of Fregattenkapitän (commander). At a family reunion in Hamelin, Lindemann talked with his uncle and heard of his seafaring adventures in the Far East. These conversations gave Lindemann the idea of a naval career. Lindemann graduated from the Bismarck-Gymnasium (secondary school) in Berlin-Wilmersdorf with his Abitur (diploma) late in 1912 with an average-to-good overall rating. For the next six months, he attended the Royal Polytechnic Institution in Richmond, London. ## Personal life Ernst Lindemann met Charlotte Weil (née Fritsche; 1899–1979), a Berlin singer, in the spring of 1920. The couple married on 1 February 1921, and they had a daughter, Helga Maria, born on 26 February 1924. Lindemann's job as a naval officer demanded that he be away from his family for long periods of time. This proved to be too demanding on the marriage, and they were divorced in 1932. Lindemann was engaged again on 20 July 1933 to his youngest brother's sister-in-law, Hildegard Burchard. Hildegard was 14 years younger than Lindemann. They married on 27 October 1934 in the St. Annen Church in Berlin–Dahlem. The ceremony was performed by Martin Niemöller, a founder of the Confessing Church, later imprisoned as an anti-Nazi. They had a daughter, Heidi Maria, born on 6 July 1939. ## Naval career ### Imperial Navy On 26 March 1913, Lindemann traveled with his parents to Flensburg for his medical examination at the Naval Academy at Mürwik. The strong financial background of his parents made him a suitable applicant for the Imperial Navy, as the costs associated with a naval education in 1909 were 800–1,000 Marks per year for eight years. By comparison, a metal worker earned 1,366 Marks annually and a teacher 3,294 Marks. Only 5 percent of the German population at the time earned more than 3,000 Marks annually. However, the doctor certified him as fit only for limited duties (bedingt tauglich), as pneumonia in childhood had left him unfit for service in U-boats. After a second examination, he was accepted on probation, and Lindemann became one of the 290 young men of "Crew 1913" (the incoming class of 1913). He was officially enlisted in the Imperial Navy as a Seekadett (sea cadet) on 1 April 1913. In early May 1913, the cadets of Crew 1913 were sent to the training ships SMS Hansa, SMS Hertha, SMS Victoria Louise and SMS Vineta. Lindemann was assigned to Hertha with 71 of his comrades. At that time, Hertha was under the command of Captain Heinrich Rohardt, a friend of his uncle Friedrich. Arriving on board on 9 May, they were divided into watches consisting of roughly 18 men each. Hertha left Mürwik and stayed in Kiel until the end of the month. On 29 May 1913, Hertha headed for Swinemünde, where she stayed until 15 June. The next stop, via Sassnitz and Visby, was Stockholm, Sweden, arriving on 24 June. The ship remained in Stockholm until 1 July, before leaving for Bergen in Norway. After a few days, the voyage continued to the Lönne Fjord. Here, Lindemann met his commander-in-chief—Kaiser Wilhelm II—for the first time. Hertha then returned to Germany, arriving in Wilhelmshaven on 8 August 1913. One week later, Hertha began a seven-month training cruise (15 August 1913 – 12 March 1914). The voyage took Lindemann to Dartmouth in England, Vilagarcía de Arousa in Spain, Faial Island in the Azores and as far as Halifax in Nova Scotia. The return trip then went via Vera Cruz in Mexico, Havana in Cuba, Port-au-Prince in Haiti, Kingston in Jamaica, Port of Spain in Trinidad and then to the Canary Islands, Madeira, and the Spanish mainland, arriving back in Germany in the middle of March 1914, first in Brunsbüttel and two days later in Kiel. Lindemann was promoted to Fähnrich zur See (Ensign) on 3 April 1914. ### World War I With the German declaration of war in August 1914, all further training at the naval academy was terminated and the normal compulsory officer examination was skipped. The entire Crew 1913 was assigned to various units in the Imperial Navy. Lindemann was assigned to SMS Lothringen, a battleship which belonged to the 2nd Battle Squadron of the High Seas Fleet under the command of Vizeadmiral (vice admiral) Reinhard Scheer, taking on the position of 3rd wireless telegraphy officer. Lothringen was mostly tasked with patrolling the North Sea, sailing back and forth between Altenbruch (now part of Cuxhaven) and Brunsbüttel without engaging in combat. Lindemann left Lothringen on 1 June 1915 to attend the wireless telegraphy school at Mürwik. He successfully completed the course and returned from it in July 1915. He then took over the position of 2nd wireless telegraphy officer, a position that fellow officers joked suited his abnormally large ears. He was promoted to Leutnant zur See (Second Lieutenant) on 18 September 1915. On 19 March 1916, Lindemann was transferred to the newly commissioned battleship SMS Bayern (under the command of Captain Max Hahn), with the same rank of 2nd wireless telegraphy officer. Bayern, with her eight 38 cm (15 in) guns, was the most powerful ship of the fleet. Her crew had been largely assigned from Lothringen, which continued to serve as a training ship. Aboard Bayern, now under the command of Captain Rohardt, Lindemann participated in Operation Albion in September–October 1917. Operation Albion's objective was the invasion and occupation of the Estonian islands of Saaremaa (Ösel), Hiiumaa (Dagö) and Muhu (Moon), then part of the Russian Republic. At 05:07 on 12 October 1917, Bayern struck a mine while moving into her bombardment position to secure the landing beaches at Pamerort. Seven sailors were killed. Despite mine damage, Bayern engaged the coast defense battery at Cape Toffri on the southern tip of Hiiumaa. Bayern was released from her duties at 14:00 that day. Preliminary repairs were made on 13 October in Tagga Bay before she returned to Kiel on 1 November 1917. After the armistice in 1918, Bayern—together with the majority of the German High Seas Fleet—was interned at Scapa Flow, the home of the British Grand Fleet. Bayern arrived there on 23 November 1918 with a skeleton crew of only 175 men, including Lindemann, who was then ordered to return to Germany, arriving in Kiel on 12 January. On 21 June 1919, Admiral Ludwig von Reuter ordered the scuttling of the fleet, and Bayern sank at 14:30. ### Between the wars: Reichsmarine When Ernst Lindemann returned to Germany, it was uncertain whether he could remain on active military service. As a result of the Treaty of Versailles which was signed on 28 June 1919, the former Imperial German Navy was downsized to 15,000 men, including 1,500 officers, while being renamed the Reichsmarine in the era of the Weimar Republic. As Lindemann had finished fifth in the Class of 1913, he stood a good chance of being retained. He served temporarily in the Dahlem Protection Company a part of the Protection Regiment of Greater Berlin (June–July 1919), before he became adjutant to the newly created chief of the Naval Command Department (1 August 1919 – 30 September 1922), at the time under the command of William Michaelis. The Naval Command Department was directly subordinated to the Admiralty Staff. At the same time, he held the position of adjutant in the Fleet Department. During this assignment Lindemann was promoted to Oberleutnant zur See (Sub-Lieutenant) on 7 January 1920. Lindemann's next assignment (1 October 1922 – 30 September 1924) was aboard the battleship Hannover, where he served as a watch and division officer. During this assignment, he attended an officers' course at the ships' gunnery school in Kiel between 5 February and 3 May 1924. From here, Lindemann took command of the 1st Artillery Company of the 3rd Coastal Defense Department in Friedrichsort in Kiel from 1 October 1924 – 26 September 1926. His commanding officer was Korvettenkapitän (Lieutenant Commander) Otto Schultze, a former World War I U-boat commander and later Generaladmiral (general admiral) of the Kriegsmarine. In this position, Lindemann was promoted to Kapitänleutnant (captain lieutenant) on 1 January 1925. His next assignment (27 September 1926 – 6 September 1929) placed him on the Admiral's staff at the Baltic Naval Station, first as a staff officer and then as assistant to the chief of the station, which at the time was under the command of Vice Admiral Erich Raeder. From here, he was transferred to the Elsass serving as the second gunnery officer and Fähnrichsoffizier (officer in charge of cadets), responsible for the on-board training of the officer cadets, from 7 September 1929 – 25 February 1930. Holding the same rank and position, Lindemann then transferred to the Schleswig-Holstein. ### Between the wars: Kriegsmarine On 30 January 1933, the Nazi Party, under the leadership of Adolf Hitler, came to power in Germany, ushering in a period of naval rearmament. In 1935, the Reichsmarine was renamed the Kriegsmarine. Between 22 September 1931 and 22 September 1934, Lindemann was a senior lecturer at the Naval Gunnery School in Kiel. He was then posted to the Hessen under the command of Captain Hermann Boehm and served as first gunnery officer from 23 September 1933 to 8 April 1934. Ernst Lindemann was promoted to Korvettenkapitän on 1 April 1932. On 9 April 1934, he was ordered to the Wilhelmshaven Shipyard (9 April–11 November 1934) for training in ship construction and familiarisation with the heavy cruiser Admiral Scheer, under the command of Captain Wilhelm Marschall. On Admiral Scheer, he again served as first gunnery officer, and in this position he participated in the Spanish Civil War (24 July–30 August 1936). Admiral Scheer had to make ready for the mission on short notice; the order came from Admiral Rolf Carls on 23 July 1936 at 13:45. The normal 48 hours required to prepare the ship was reduced to 12 hours, demanding a lot of the crew and especially Lindemann. As the first gunnery officer, Lindemann was responsible for handling and storing all munitions. Admiral Scheer and the cruiser Deutschland left Germany on 24 July at 08:00. Lindemann's main responsibilities included commanding the German landing parties and acting as diplomatic aid and interpreter for Captain Marschall. These landing parties consisted of up to 350 men, which included 11 officers, 15 non-commissioned officers and 266 sailors, or roughly one-third of the crew. On the return voyage to Germany, Admiral Scheer stopped at Gibraltar on the morning of 25 August 1936. Marschall, Lindemann and other officers met with the British Governor and Rear Admiral James Somerville. After Lindemann returned to Germany, he was promoted to Fregattenkapitän on 1 October 1936. Between 1936 and 1938, he was an adviser and later head of the ship construction department at the Naval High Command, and at the same time a consultant to and later chief of the Naval Training Department. On 1 April 1938, he was promoted to the rank of Kapitän zur See (captain at sea). On 30 September 1939, one month after the outbreak of World War II, Lindemann succeeded Captain Heinrich Woldag as commander of the Naval Gunnery School in Wik in Kiel, after Woldag took command of the heavy cruiser Blücher. Under his command were three training departments, the gunnery training ship Bremse and Hektor, numerous gunnery training boats, gun carriers, auxiliary vessels, and occasionally Hitler's state yacht, the aviso Grille. ### Commander of the battleship Bismarck Ernst Lindemann was frustrated by the fact that—as commander of the Naval Gunnery School—he would never come into direct contact with the enemy. When he received the news that he had been selected to be the first commander of the battleship Bismarck, he was honoured by the trust that had been bestowed on him but doubted that he would be able to get Bismarck ready for action before the war was over. His doubts suggest that he was confident the war would end in a favourable outcome for Germany by mid-1940. Prior to commanding Bismarck, Lindemann had never held any shipboard command, a situation rare if not unique in the Kriegsmarine. Nevertheless, Lindemann had served exclusively on ships with a gun calibre of at least 28 cm (11 in), and he was Germany's leading gunnery expert. In 1940, he ranked second out of Crew 1913 and was considered an outstanding leader. Lindemann arrived at the Blohm & Voss shipbuilding works in Hamburg at the beginning of August 1940. Bismarck's keel had been laid on 1 July 1936 and she was launched on 14 February 1939. Burkard Freiherr von Müllenheim-Rechberg joined Bismarck as fourth gunnery officer in June 1940, and he would become the highest-ranking officer to survive Bismarck's last battle on 27 May 1941. Much of what is currently known about Bismarck's final days is attributed to his account as a witness. Lindemann made Von Müllenheim-Rechberg his personal adjutant and instructed him to refer to the ship as "he" rather than "she"; Lindemann considered the ship too powerful to be referred to as a female. He commissioned the battleship on 24 August 1940. He showed a great deal of attachment to the ship and was respected by his crew. Bismarck left the Kiel Fjord on the morning of 28 September 1940 heading east. After an uneventful voyage through rough seas, Bismarck reached Gotenhafen (now Gdynia) the next day. Here Bismarck conducted a number of sea trials in the relative safety of the Bay of Danzig (now Gdańsk Bay). By 30 November 1940, Lindemann had set a number of tests for the crew, which they passed easily. During high speed trials, Bismarck reached a top speed of 30.8 kn (57.0 km/h; 35.4 mph), exceeding the design speed. However, one weakness quickly became apparent: without using the rudders but only the screw propellers, Bismarck was almost impossible to steer. In November 1940, Von Müllenheim-Rechberg was sent to the Naval Gunnery School at Wik to complete his heavy gun training courses, which ended his position as Lindemann's personal adjutant. Lindemann's new adjutant was the signals officer Second Lieutenant Wolfgang Reiner. Bismarck's heavy guns were first test-fired in the second half of November, and Bismarck was shown to be a very stable gun platform. After the 1940 Christmas celebration on board, Lindemann and the majority of the officers, non-commissioned officers and sailors went on home leave. First gunnery officer Lieutenant Commander Adalbert Schneider relieved Lindemann as Bismarck's commander during his absence. Lindemann spent his leave with his wife and daughter and returned on 1 January 1941. On 28 April 1941, the ship and crew were ready, and stores were on board for a three-month mission. Lindemann notified Naval High Command (Oberkommando der Marine), Naval Groups North and West (Marinegruppen Nord und West) and Fleet Command that Bismarck was ready for action. The Chief of Fleet—Admiral Günther Lütjens—and his fleet staff held drills for the first time on board Bismarck on 13 May, testing the communication chain between Fleet Command and Bismarck's officers. Adolf Hitler—accompanied by Generalfeldmarschall Wilhelm Keitel, his former naval adjutant Commander Karl-Jesko von Puttkamer, and his Luftwaffe adjutant Oberst Nicolaus von Below, among others—visited Bismarck on 5 May 1941. Missing was Grand Admiral Erich Raeder. Hitler was taken on a tour of the ship by Admiral Lütjens and inspected the various battle stations. Hitler and Lütjens also met in private and discussed the risks of a mission in the North Atlantic. After this meeting, Hitler and the officers of Bismarck had lunch in the officers' mess, where Hitler spoke about America's unwillingness to enter the war. Lindemann openly disagreed with Hitler, expressing his opinion that the possibility of the United States entering the war could not be ruled out. ### Operation Rheinübung The goal of Operation Rheinübung (Rhine Exercise) was for Bismarck and the heavy cruiser Prinz Eugen—under the command of Lindemann's Crew 1913 classmate Captain Helmuth Brinkmann—to break into the Atlantic and attack Allied shipping. Grand Admiral Raeder's orders to the task force commander—Admiral Günther Lütjens—were that "the objective of the Bismarck is not to defeat enemies of equal strength, but to tie them down in a delaying action, while preserving combat capacity as much as possible, so as to allow Prinz Eugen to get at the merchant ships in the convoy" and "The primary target in this operation is the enemy's merchant shipping; enemy warships will be engaged only when that objective makes it necessary and it can be done without excessive risk." At 02:00 on 19 May 1941, Bismarck and Prinz Eugen left Gotenhafen and proceeded through the Baltic Sea and out toward the Atlantic. Unknown to Lütjens, the British had intercepted enough signals to infer that a German naval operation might occur in the area. The German task force was first encountered by the Swedish seaplane-cruiser on 20 May heading north-west past Gothenburg. The British Admiralty was informed through a Norwegian officer in Stockholm who had learned of the sighting from a Swedish military intelligence source. Alerted by this report, British Admiralty requested air reconnaissance of the Norwegian coast. A Spitfire reconnaissance aircraft found and photographed the German task force in the Grimstad fjord (), near Bergen, at 13:15 on 21 May. On the evening of 23 May at 19:22, the German force was detected by the heavy cruisers HMS Suffolk and Norfolk that had been patrolling the Denmark Strait in the expectation of a German breakout. The alarm was sounded and Lindemann announced at 20:30 over the intercom: "Feind in Sicht an Backbord, Schiff nimmt Gefecht auf". (Enemy sighted to port. Engage!) Bismarck fired five salvos without scoring a direct hit. The heavily outgunned British cruisers retired to a safe distance and shadowed the enemy until their own heavy units could draw closer. However, Bismarck's forward radar had failed as a result of vibration from the heavy guns firing during this skirmish, and Lütjens was obliged to order Prinz Eugen to move ahead of Bismarck in order to provide the squadron with forward radar coverage. At the Battle of the Denmark Strait on 24 May 1941, HMS Hood was sunk, probably by Bismarck. The hydrophones on Prinz Eugen detected a foreign ship to port at 05:00. The Germans sighted the smokestacks of two ships at 05:45, which the first gunnery officer Lieutenant Commander Adalbert Schneider initially reported as two heavy cruisers. The first British salvo revealed them to be battleships, but not until the British task force turned to port was their precise identity revealed. The British ships started firing at the German task force at 05:53. Vice-Admiral Lancelot Holland planned on targeting Bismarck first, but due to the reversed German battle order, Hood opened fire on the Prinz Eugen instead. The German task force was still waiting for the order to commence firing, which Admiral Lütjens did not give immediately. Two minutes later, after multiple inquiries by Schneider, "Frage Feuererlaubnis"? (Permission to open fire?), an impatient Lindemann responded: "Ich lasse mir doch nicht mein Schiff unter dem Arsch wegschießen. Feuererlaubnis!" (I'm not letting my ship get shot out from under my arse. Open fire!) At 06:01, the fifth salvo by Bismarck, fired at a range of about 180 hectometres (18,000 m; 20,000 yd), was seen to hit Hood abreast her mainmast. It is likely that one 38 cm (15 in) shell struck somewhere between Hood's mainmast and 'X' turret aft of the mast. A huge jet of flame burst out from Hood from the vicinity of the mainmast. This was followed by a devastating magazine explosion that destroyed the aft part of the ship. This explosion broke the back of Hood, and she sank in only three minutes, her nearly vertical bow last to descend into the water. Following the explosion, Prince of Wales was targeted by both German ships and disengaged from combat after seven direct hits, four by Bismarck and three by Prinz Eugen, at about 06:09. During this brief engagement, Prince of Wales had also hit Bismarck three times, first striking the commander's boat and putting the seaplane catapult amidships out of action. The second shell passed right through the bow from one side to the other. The third struck the hull underwater and burst inside the ship, flooding a generator room and damaging the bulkhead of an adjoining boiler room, partially flooding it. The damage caused to Bismarck by these two shots allowed 2,000 t (2,200 short tons) of water into the ship. Lindemann and Lütjens at this point differed on how best to continue the mission. Lindemann, as commander of a battleship, was guided by the tactical situation, and wanted to hunt down the damaged Prince of Wales. (The Germans did not at that time know the ship to be Prince of Wales, but knew that it was a King George V-class battleship.) Lütjens, apparently mindful of the fleet order to avoid unnecessary contact with similar enemy units, rejected this without discussion. Lindemann and Lütjens also differed on where to take the ship for repairs; Lindemann advocated retracing their route through the Denmark Strait and returning to Bergen, Norway. Lütjens overruled him and ordered a course set for Saint-Nazaire, France. In the afternoon, Admiral Lütjens ordered Prinz Eugen to break away from Bismarck and operate independently against the enemy's merchant shipping. Prinz Eugen and Bismarck separated at 18:14 that evening. Prinz Eugen arrived safely at Brest, France on 1 June 1941. No direct witnesses to this difference of opinion survived the sinking, but Matrosengefreiter (Leading Seaman) Heinz Staat, the helmsman on the bridge, remembered a telephone call between the First Watch Officer, Commander Hans Oels, and a fleet staff officer which suggested that Lindemann had been trying to persuade Lütjens to pursue the enemy. A messenger returning to his comrades below spoke of "dicke Luft" ("thick air" or a "bad atmosphere") on the bridge. Bismarck was sunk three days later, after a concentrated effort by Britain's Royal Navy. At 23:30 (local time 19:30) on 24 May an attack was made by a small group of nine Swordfish biplane torpedo bombers of 825 Naval Air Squadron under the command of Eugene Esmonde from the aircraft carrier HMS Victorious. One hit was scored, which killed Oberbootsmann Kurt Kirchberg, but caused only superficial damage to the Bismarck's armoured belt. In mid-morning at 10:30 on 26 May, a RAF Coastal Command Catalina reconnaissance aircraft from 209 Squadron RAF spotted Bismarck roughly 700 nautical miles (1,300 km; 810 mi) west of Saint-Nazaire. The British battle group Force H, under the command of Admiral James Somerville, whose main units were the aircraft carrier HMS Ark Royal, the First World War era battlecruiser HMS Renown and the cruiser HMS Sheffield, was ordered to stop Bismarck. At 19:15 that evening, 15 Swordfish from Ark Royal launched an attack. The air raid alarm was sounded on Bismarck at 20:30. Roughly 15 minutes into the attack Bismarck was possibly hit by one torpedo, and at around 21:00 another single torpedo jammed Bismarck's rudder 12° to port. Damage-control parties laboured to regain steering control and uncoupled and centred the starboard rudder, but failed to free the port rudder. With asymmetric power applied, speed reduced to 8 kn (15 km/h; 9.2 mph), Bismarck was on a converging course with the Royal Navy units on the chase. The alarm sounded again at 23:00 when destroyers of the 4th Destroyer Flotilla under the command of Captain Philip Vian attacked Bismarck. Throughout the night Bismarck was targeted by incessant torpedo attacks by HMS Cossack, Sikh, Maori, Zulu, and , denying Lindemann and the crew much-needed rest. Bismarck's alarm sounded for the last time at 08:00 on the morning of 27 May 1941. Norfolk sighted the Bismarck at 08:15, and the battleship HMS Rodney opened fire on Bismarck at 08:48. Bismarck returned fire at 08:49. Further involved in the final battle were the battleship HMS King George V and the cruisers Norfolk and HMS Dorsetshire. Torpedo bombers did not participate in the final battle. Bismarck's forward command position was hit at 08:53, and both forward gun turrets were put out of action at 09:02, killing Adalbert Schneider in the main gun director. The after command position was destroyed at 09:18 and turret Dora was disabled at 09:24. Bismarck received further heavy hits at 09:40, resulting in a fire amidships, and turret Caesar went out of action after a hit at 09:50. All weapons fell silent at 10:00. Short of fuel, Rodney and King George V had to disengage prior to Bismarck's sinking. The Germans were preparing to scuttle Bismarck when three torpedoes fired by Dorsetshire hit the ship's side armour. Bismarck sank at 10:36 at position , roughly 300 nmi (560 km; 350 mi) west of Ouessant (Ushant). The cruiser Dorsetshire saved 85 men, and the British destroyer Maori saved 25. A further five sailors were saved by under the command of Kapitänleutnant Eitel-Friedrich Kentrat and the weather observation ship Sachsenwald. The Befehlshaber der U-Boote (U-boats Commander-in-Chief) Karl Dönitz had ordered under the command of Kapitänleutnant Herbert Wohlfarth to pick up Bismarck's war diary. Out of torpedoes and low on fuel, Wohlfarth requested that the order be transferred to U-74. U-74 failed to reach Bismarck on time and the war diary was never retrieved. ### Death Burkard von Müllenheim-Rechberg saw Lindemann for the last time at around 08:00 on the command bridge just prior to the final battle. Von Müllenheim-Rechberg described the normally intelligent, humorous and optimistic Lindemann as pessimistic and withdrawn. Von Müllenheim-Rechberg tried to talk to him and was ignored, and later wondered whether this was due to combat fatigue or whether the disagreements with Lütjens had worn him down. Lindemann's body was never recovered, and it is thought that he, Lütjens and other officers were probably killed in action when shellfire from the British warships landed on Bismarck's bridge at 09:02. When Robert Ballard, the oceanographer responsible for finding discovered the wreck of the Bismarck in 1989, he found that most of the forward superstructure had been blasted away by shells and there were more than 50 shell holes around the area of the conning tower. This may support the theory. Alternatively, Lindemann may have left his combat position when the ship's controls were rendered inoperable—and prior to the lethal hit on the command position—in order to give the command to abandon the ship. The surviving Matrose Paul Hillen—who had managed to escape to the upper deck in the final phase of the battle—stated that he had seen a group of 20–30 people standing at the bow, among them a man with a white peaked cap. Normally on a German naval vessel at sea, a white cap is worn only by the commanding officer. In addition, the surviving Maschinengefreiter—Rudolf Römer, who at the time was already in the water—claimed that he had seen Lindemann standing on the bow, near Bismarck's forward 38 cm turret, Anton. He was said to be with his combat messenger, a leading seaman, and apparently trying to persuade his messenger to save himself. In this account, his messenger took Lindemann's hand while the two walked to the forward flagmast. As the ship turned over, the two stood briefly to attention, and then Lindemann and his messenger saluted. As the ship rolled to port, the messenger fell into the water. Lindemann continued his salute while clinging to the flagmast, going under with the ship. ### Knight's Cross of the Iron Cross Lindemann's comrades of Crew 1913 all contacted the young widow after his death. The former head of Crew 1913, Captain Otto Klüber, contacted Mrs Lindemann in the fall of 1941 and offered her an honorary membership. Shortly after Christmas on 27 December 1941, exactly seven months after the sinking of Bismarck and the death of its commander, Captain Ernst Lindemann received a posthumous Knight's Cross of the Iron Cross. He received this high award because the Oberkommando der Marine felt that his skilled leadership significantly contributed to the destruction of the British battlecruiser Hood and the damage inflicted on the British battleship Prince of Wales. Lindemann was the 94th recipient of the Knight's Cross of the Iron Cross in the Kriegsmarine. Lindemann's first gunnery officer—Lieutenant Commander Adalbert Schneider—had been awarded the Knight's Cross of the Iron Cross on 27 May 1941. Traditionally, the commanding officer would have received this award before any other crew member was so honoured. This exception had been criticized by various circles in the Wehrmacht. It is thought likely that Ernst Lindemann's cousin, the former General der Kavallarie (General of the Cavalry) Georg Lindemann, intervened. Grand Admiral Erich Raeder, with whom Lindemann shared a 20-year comradeship dating to the early days of the Reichsmarine, presented the Knight's Cross of the Iron Cross to Mrs Lindemann on Tuesday, 6 January 1942, in Dahlem. Raeder went on to provide moral and emotional support to Lindemann's mother and widow. ## Awards and honours - Iron Cross (1914) - 2nd Class - 1st Class (27 September 1919) - Friedrich August Cross, 2nd class - Ottoman War Medal (Turkish: Harp Madalyası), known as the "Gallipoli Star" or "Iron Crescent" - Honour Cross of the World War 1914/1918 (6 December 1934) - Service Award (Dienstauszeichnung) 2nd to 4th Class (2 October 1936) - Service Award (Dienstauszeichnung) 1st Class (16 March 1938) - Spanish Naval Merit Cross (Cruz del Mérito Naval) 3rd Class (6 June 1939) - Spanish Naval Merit Cross in White (Cruz Naval con distintivo Blanco) (21 August 1939) - Spanish Naval Merit Cross in Gold (Cruz Naval con distintivo Amarillo) 3rd Class (21 August 1939) - Swedish Royal Order of the Sword (Kungliga Svärdsorden) (11 January 1941) - War Merit Cross, 2nd Class with Swords (20 January 1941) - Clasp to the Iron Cross (1939) - 2nd and 1st Class (May 1941) - Knight's Cross of the Iron Cross on 27 December 1941 (posthumously) as captain and commander of battleship Bismarck - High Seas Fleet Badge (posthumously 1 April 1942) ### Lindemann Battery To honour the late Captain Lindemann, the heavy naval battery at Sangatte, between Calais and Boulogne was christened "Batterie Lindemann" (the Lindemann Battery) on 19 September 1942 by the admiral in command of the Channel Coast Friedrich Frisius. The battery consisted of three heavy 40.6 cm (16 in) SK C/34 guns housed in casemates, originally intended for the early H-class battleships. Prior to this, the guns had been referred to as "Batterie Schleswig-Holstein" or "Batterie Groß-Deutschland" and were located in the Hel Peninsula, Poland. The battery was destroyed by Canadian forces on the evening of 26 September 1944. Today the structure is partly covered by excavated material from the Channel Tunnel, and only the command bunker with a number of smaller strong points are still visible. ## In popular culture Austrian actor Carl Möhner played Captain Ernst Lindemann in the 1960 black-and-white British war film Sink the Bismarck! The film was based on the novel The Last Nine Days of the Bismarck by C. S. Forester. ## Translation notes
56,570,931
I Need You (Paris Hilton song)
1,139,518,342
2018 single by Paris Hilton
[ "2010s ballads", "2018 singles", "2018 songs", "Doo-wop songs", "Holiday songs", "Paris Hilton songs", "Pop ballads", "Songs written by Paris Hilton", "Songs written by Simon Wilcox" ]
"I Need You" is a song recorded by American socialite Paris Hilton. Michael Green produced the song and co-wrote it with Hilton and Simon Wilcox. Heiress Records released it as a digital download on February 14, 2018. A version of the song leaked in 2010, but Hilton said she re-recorded portions of the vocals and instrumental as a dedication to her fiancé Chris Zylka. It is a doo-wop and pop ballad that features holiday-related puns about love. Green based the single's style on 1950s music. Critics praised "I Need You", partially as a departure from Hilton's previous dance-oriented and EDM songs. The single peaked at number 32 on the Dance Club Songs chart, Hilton's fifth appearance. A music video, directed by Zylka, was released on February 14, 2018, through Hilton's YouTube account. Inspired by Marilyn Monroe's performance of "I Wanna Be Loved by You" and Jessica Rabbit, the music video features Hilton wearing lingerie, posing in a bed covered with red rose petals, and popping out of a cake. Critics described the bed scene as a homage to the 1999 film American Beauty. Remixes by other artists, including Hector Fonseca, were released to promote the track. ## Background and release Paris Hilton became widely known in 2003 for the reality television series The Simple Life; the show's success led her to expand her career into other ventures, including creating her own record label, Heiress Records. In August 2006, Hilton released her self-titled debut album which peaked at number six on the Billboard 200 chart and performed well internationally. Following the album's release, she began work as a disc jockey in 2012 and released "Good Time" (2013), "Come Alive" (2014), and "High Off My Love" (2015) after signing a record deal with Cash Money in 2013. Hilton co-wrote "I Need You" with its producer Michael Green and songwriter Simon Wilcox. On receiving the instrumental track, Hilton wrote the lyrics in a few hours and described the process as the "first time I had someone send me a song that I immediately was like, I could write to this right away". Heiress Records digitally released it on February 14, 2018. "I Need You" was Hilton's first ballad and her first single in three years, following her 2015 release "High Off My Love". A week before the song's release, Hilton posted photos from the music video on Instagram as part of a countdown. Paper'''s Claire Valentine wrote that Hilton was channeling Marilyn Monroe for the images, and Allures Emily Wang considered pin-up models to be the inspirations. When describing the direction of her second album, Hilton said it would be more dance-oriented, and clarified that "I Need You" would be "the only song on there like this". Although Hilton promoted it as a "new single" on her social media, the song leaked in 2010; music critics had believed it was a track from her second album, initially expected for release in the fall or winter of that year. Hilton said she re-recorded portions of the vocals and instrumental, and released it as a dedication to her fiancé Chris Zylka; she explained: "At that point in my life [when I wrote it], I wasn’t with anyone, so this is the perfect point in my life to release it because now the words definitely mean something." Hilton played the song for Zylka while they were driving home from the recording studio; he cried upon hearing it. ## Music and lyrics "I Need You" is a doo-wop and pop ballad that lasts three minutes and 35 seconds. Michael Green looked to 1950s music as inspiration for the composition. Hilton described "I Need You" as "the ultimate Valentine’s Day song" and said: "I've always done pop and dance music and EDM, and with this song I wanted to make something timeless and classic." Time'''s Raisa Bruner described its tone as "a sugary doo-wop vibe". Critics noted that Hilton uses a breathy voice throughout the song. Through the track, Hilton sings about love and how she will "never lose sight of the reasons that I love you" and the safety felt in a relationship: "You make me want to be the woman I've always wanted to be." The lyrics feature puns about holidays, such as "I wanna be the bunny in your Easter". Other examples include: "I wanna put the happy in your birthday / And I wanna be the merry in your Christmas / I’m always giving thanks for you on every Thanksgiving." Paper's Michael Love Michael said it was about a "profound neediness" and a desire to spend a day with a significant other. ## Reception "I Need You" received generally positive reviews from music critics. It was included in Vulture's list of the best songs for the week of February 14, 2018, and a playlist for 2018 Best Songs of the Week. Peoples Nicole Sands praised the lyrics as "written in the name of love". The song's composition was also the subject of praise. Michael Love Michael enjoyed its "featherlight doo-wop arrangement", and the Gay Times's Sam Damshenas identified the song as a "bubbly, doo-wop inspired affair". In a less enthusiastic review, Vogue Australia's Francesca Wallace wrote, "the song actually isn't too bad". Some critics praised Hilton for pursuing a different musical style. Raisa Bruner believed a doo-wop single would surprise listeners based on Hilton's past work with pop and dance music. Citing "I Need You" as part of Hilton's "ongoing reinvention", Bruner considered it one of the top five songs released in the week of February 16, 2018. Michael Love Michael contrasted "I Need You" with Hilton's debut album, which he described as "a series of criminally underrated club-pop bangers, sex, and love jams". He praised the track as a "refreshing sonic direction" in her music career. Out magazine writer Hilton Dresden said the single reflected a "softer, moodier direction" for Hilton and thought the "over-the-top syrupy and smothering" lyrics were well suited for Valentine's Day. Commercially, "I Need You" debuted at number 48 and peaked at number 32 on the Dance Club Songs Billboard chart. It marked Hilton's fifth appearance on the chart. According to Cait Munro of Refinery29, the song was not as commercially successful as "Stars Are Blind", which she labeled a "cult hit". ## Music video and promotion Chris Zylka directed and produced the single's accompanying music video, which was released on February 14, 2018, through Hilton's YouTube account. Hilton felt "more comfortable" with Zylka as the director, rather than "having some stranger behind the camera". The video was shot in February 2018, and the editing process took roughly a week. A behind the scenes video was uploaded on YouTube on May 28, 2018. Hilton explained that Marilyn Monroe, specifically her performance of "I Wanna Be Loved by You", and Jessica Rabbit inspired it. Hilton appears in "various stages of undress" throughout the video. She is shown wearing different wigs and 1950s-inspired fashion, including several types of lingerie. She bakes cupcakes while wearing a polka dot apron and pops out of a cake. In another scene, she appears naked on a bed covered in red rose petals, which critics felt was an homage to the character Angela Hayes from the 1999 film American Beauty. For the shot, Hilton wears nude fish-net leggings and jewelry rather than being fully naked like Hayes was in the movie. Emily Wang wrote that Hilton's outfits included "other photographic homages to classic Americana imagery", likening some of her looks in the video to those of Jayne Mansfield and Barbie dolls from the 1950s. Remixes by disc jockeys, including Stash Konig, Dirty Disco, Nitemover, Hector Fonseca, and Zambianco, were made available to promote the track. Hilton commissioned the remixes while working as a DJ in Ibiza. ## Credits and personnel Credits adapted from a Time Out article: - Songwriting – Paris Hilton, Simon Wilcox, Michael Green - Production – Michael Green ## Charts
737,778
Noisy miner
1,170,333,504
Bird in the honeyeater family from eastern Australia
[ "Birds described in 1801", "Birds of New South Wales", "Birds of Queensland", "Birds of South Australia", "Birds of Tasmania", "Birds of Victoria (state)", "Endemic birds of Australia", "Manorina", "Taxa named by John Latham (ornithologist)" ]
The noisy miner (Manorina melanocephala) is a bird in the honeyeater family, Meliphagidae, and is endemic to eastern and southeastern Australia. This miner is a grey bird, with a black head, orange-yellow beak and feet, a distinctive yellow patch behind the eye, and white tips on the tail feathers. The Tasmanian race has a more intense yellow panel in the wing, and a broader white tip to the tail. Males, females and juveniles are similar in appearance, though young birds are a brownish-grey. As the common name suggests, the noisy miner is a vocal species with a large range of songs, calls, scoldings and alarms, and almost constant vocalisations, particularly from young birds. One of four species in the genus Manorina, the noisy miner itself is divided into four subspecies. The separation of the Tasmanian M. m. leachi is of long standing, and the mainland birds were further split in 1999. Found in a broad arc from Far North Queensland through New South Wales and Victoria to Tasmania and southeastern South Australia, the noisy miner primarily inhabits dry, open eucalypt forests that lack understory shrubs. These include forests dominated by spotted gum, box and ironbark, as well as in degraded woodland where the understory has been cleared, such as recently burned areas, farming and grazing areas, roadside reserves, and suburban parks and gardens with trees and grass, but without dense shrubbery. The density of noisy miner populations has significantly increased in many locations across its range, particularly in human-dominated habitats. The popularity of nectar-producing garden plants, such as the large-flowered grevilleas, was thought to play a role in its proliferation, but studies now show that the noisy miner has benefited primarily from landscaping practices that create open areas dominated by eucalypts. Noisy miners are gregarious and territorial; they forage, bathe, roost, breed and defend territory communally, forming colonies that can contain several hundred birds. Each bird has an 'activity space', and birds with overlapping activity spaces form associations called 'coteries', which are the most stable units within the colony. The birds also form temporary flocks called 'coalitions' for specific activities, such as mobbing a predator. Group cohesion is facilitated not only by vocalisations, but also through ritualised displays, which have been categorised as flight displays, postural displays, and facial displays. The noisy miner is a notably aggressive bird, so that chasing, pecking, fighting, scolding, and mobbing occur throughout the day, targeted at both intruders and colony members. Foraging in the canopy of trees, on trunks and branches, and on the ground, the noisy miner mainly eats nectar, fruit, and insects. Most time is spent gleaning the foliage of eucalypts, and it can meet most of its nutritional needs from manna, honeydew, and lerp gathered from the foliage. The noisy miner does not use a stereotyped courtship display, but copulation is a frenzied communal event. It breeds all year long, building a deep cup-shaped nest and laying two to four eggs. Incubation is by the female only, although up to twenty male helpers take care of the nestlings and fledglings. Noisy miners have a range of strategies to increase their breeding success, including multiple broods and group mobbing of predators. The noisy miner's population increase has been correlated with the reduction of avian diversity in human-affected landscapes. Its territoriality means that translocation is unlikely to be a solution to its overabundance, and culling has been proposed, although the noisy miner is currently a protected species across Australia. ## Taxonomy English ornithologist John Latham described the noisy miner four times in his 1801 work Supplementum Indicis Ornithologici, sive Systematis Ornithologiae, seemingly not knowing it was the same bird in each case: the chattering bee-eater (Merops garrulus), black-headed grackle (Gracula melanocephala), hooded bee-eater (Merops cucullatus), and white-fronted bee-eater (Merops albifrons). Early notes recorded its tendency to scare off prey as hunters were about to shoot. It was as the chattering bee-eater that it was painted between 1792 and 1797 by Thomas Watling, one of a group known collectively as the Port Jackson Painter. John Gould treated the name Merops garrulus as the original description, and renamed it Myzantha garrula in his 1865 work Handbook to the Birds of Australia, giving it the common name of garrulous honeyeater, and noting the alternate name of chattering honeyeater. He noted the colonists of Tasmania called it a miner, and aboriginal people of New South Wales called it cobaygin. Que que gang was a local aboriginal name from the Blue Mountains. In the early 20th century, Australian ornithologists started using the name Manorina melanocephala instead, because it was listed first by Latham in 1801. This usage did not follow the letter of the International Code of Zoological Nomenclature, and in 2009 the International Commission on Zoological Nomenclature conserved the current name by formally suppressing the name M. garrula. The species name melanocephala is derived from the Ancient Greek words melas 'black', and kephale 'head', referring to its black crown. Other common names include Mickey miner and soldierbird. Four subspecies are recognised, including subspecies leachi found in eastern Tasmania. The mainland population was split into three subspecies in 1999 by Richard Schodde—titaniota from Cape York Peninsula in Queensland as far south as Mareeba, lepidota from central Queensland and inland New South Wales west of Nyngan, and the nominate subspecies melanocephala from southeastern New South Wales, Victoria, and southern South Australia. There are broad zones where birds are intermediate between subspecies. Further study is required to settle the taxonomic status of these populations. The noisy miner is one of four species in the genus Manorina in the large family of honeyeaters known as Meliphagidae. The other three species of the genus Manorina are the black-eared miner (M. melanotis), the yellow-throated miner (M. flavigula), and the bell miner (M. melanophrys). One of the most obvious characteristics of the genus is a patch of bare yellow skin behind the eyes, which gives them an odd 'cross-eyed' look. Within the genus, the noisy, black-eared and yellow-throated miners form the subgenus Myzantha. The noisy miner occasionally hybridises with the yellow-throated miner. Molecular analysis has shown honeyeaters to be related to the Pardalotidae (pardalotes), Acanthizidae (Australian warblers, scrubwrens, thornbills, etc.), and the Maluridae (Australian fairy-wrens) in the large superfamily Meliphagoidea. ## Description ### Appearance The noisy miner is a large honeyeater, 24–28 centimetres (9.4–11.0 in) in length, with a wingspan of 36–45 centimetres (14–18 in), and weighing 70–80 grams (2.5–2.8 oz). Male, female and juvenile birds all have similar plumage: grey on the back, tail and breast, and otherwise white underneath, with white scalloping on the nape and hind-neck, and on the breast; off-white forehead and lores; a black band over the crown, bright orange-yellow bill, and a distinctive patch of yellow skin behind the eye; a prominent white tip to the tail; a narrow olive-yellow panel in the folded wing; and orange-yellow legs and feet. A juvenile can be distinguished by softer plumage, a brownish tinge to the black on its head and the grey on its back, and a duller, greyish-yellow skin-patch behind the eye. The noisy miner is similar in appearance to the yellow-throated miner and the black-eared miner; it has a dull white forehead and a black crown, while the others have grey heads. #### Geographical variations Size variation in the noisy miner over its range follows Bergmann's rule; namely, birds tend to be larger where the climate is colder. Adults from central-eastern and northern Queensland tend to have little or no olive-yellow edging to the feathers of the back and wings, and have a wider white fringe on the feathers of the hind-neck and back, giving birds from Queensland the appearance of having more distinctive scalloping than other populations. Wing length generally increases with latitude, yet M. m. leachi has measurably shorter wings than the nominate race, although no significant difference in wing length was found in a study comparing populations north of 30° S and south of the Murray River. The subspecies leachi also has finer scalloping on the hind-neck than the nominate race, a more intense yellow tinge to the wing panels, and a slightly broader off-white tip to the tail. The far north Queensland subspecies titaniota has a shorter tail, paler crown, larger yellow skin-patch, and paler upper parts without the yellow-olive of the nominate race; and lepidota, found in western New South Wales, is smaller than the nominate race with a black crown, and darker, more mottled upperparts. ### Vocalisations As the common name suggests, the noisy miner is an unusually vocal species. Previously known as the garrulous honeyeater, it has a large and varied repertoire of songs, calls, scoldings, and alarms. Most are loud and penetrating, and consist of harsh single notes. It has two broad-frequency alarm calls that are used when mobbing intruders into their territory, or when predators (including humans) are sighted; and a narrow-frequency alarm call that is primarily used when airborne predators are seen, such as the brown falcon (Falco berigora), or other large flying birds, including the Australian magpie (Gymnorhina tibicen) and the pied currawong (Strepera graculina). The aerial predator alarm call is a series of high-pitched, slurred whistling notes. The broad-frequency alarm calls are a series of 'churr' notes, low-pitched and harsh, occurring at low and high levels of intensity. The narrow-band call is used in situations where the bird signals the presence of a predator and restricts information about its own location, while the broad-band alarm is used to attract attention, and can initiate mobbing behaviour. These churring calls vary between individuals, and laboratory tests show that noisy miners can distinguish calls by different birds. Hence, this may be integral to the complex social structure of the species. Contact or social facilitation calls are low-pitched sounds that carry long distances. 'Chip' calls are given by individual birds when foraging, and a similar call is given by nestlings that call at an increased rate as the mother approaches the nest. Where there is a high level of social activity, such as during territorial disputes with conspecifics, calls are a series of quick, regular, single notes. The noisy miner has a mating display flight song: a soft warble of low-frequency notes given during short, undulating flights by the male, and responded to by the female with a low-frequency whistle. The noisy miner is found in open woodland habitats, where it is an advantage to call from the air, so as to overcome sound attenuation. Another display call, described as 'yammer', is a rapid rhythmical series of notes that is uttered during open-bill, wing-waving displays. The noisy miner has a song described as the 'dawn song'—a communal song of clear, whistled notes emitted in chorus in the early hours of the morning from May through January. The dawn song, which is also sung at dusk, is audible over long distances and features duets that often involve antiphony. A nestling begins to give the 'chip' call soon after it emerges from the egg, and it calls frequently for the first two-thirds of the nestling period and constantly for the last third. The call does not vary in the presence of an adult at the nest, so it seems likely that the call is not directed at the adult bird. The nestling becomes silent when an adult gives an alarm call, and makes a squealing sound when the adult delivers food. The begging call of a fledgling is similar to the call of the nestling, but significantly louder and covering a greater frequency range (which may make it more directional). The rate of calling, on average, is 85 to 100 calls in a minute, and in open scrub, the call can be heard up to a kilometre away. Subsong, a juvenile vocalisation comprising elements of various calls, begins to be uttered when the fledgling is around thirty days old. The noisy miner also produces non-vocal sounds by clicking or snapping its bill, usually during antagonistic encounters with other bird species, or when mobbing a predator. ## Distribution and habitat The noisy miner is endemic to eastern and southeastern Australia, occupying a broad arc from Far North Queensland where there are scattered populations, to New South Wales where it is widespread and common from the coast to a line from Angledool to Balranald, through Victoria into southeastern South Australia, and eastern Tasmania. Its range in South Australia has been steadily expanding since it was first recorded near Adelaide in the early 1890s. It is sedentary over its entire range. The noisy miner is territorial, and the territory of a colony is aggressively defended—which has led to a significant reduction in avian diversity in areas occupied by the noisy miner, with smaller species excluded. The noisy miner primarily inhabits dry, open eucalypt forest without understory shrubs. It is commonly found in open sclerophyll forests, including those on coastal dunes or granite outcrops; forests dominated by spotted gum on mountain ridges and exposed slopes; box and ironbark forests on the foothills of the Great Dividing Range; mixed forests of eucalypts and cypress (Callitris); forests dominated by yapunya, mulga, gidgee, brigalow or emu bush; in stands of belah and scattered clumps of boree; on the edges of woodlands of river red gum, including swamp woodlands bordering floodplains, and areas dominated by exotic species, such as European ash and willow. It regularly inhabits degraded patches of forest where the understory has been cleared, including recently burned areas, and modified habitats, such as lightly-timbered farming and grazing areas, roadside reserves, bushland remnants in towns and cities, and suburban parks and gardens with trees and grass, but without dense shrubbery. The noisy miner has benefited from the thinning of woodland on rural properties, heavy grazing that removes the understory, fragmentation of woodland that increases the percentage of edge habitat, and urban landscaping practices that increase open eucalypt environments. It has been described as a 'reverse keystone' species, as it is colonising an ever-increasing range of human-dominated habitats, and aggressively excluding smaller bird species from urban environments. This phenomenon has been also observed in rural areas. A field study across the South West Slopes of New South Wales showed that the noisy miner's presence corresponded with reduced numbers of insectivorous birds, such as fantails, whistlers, the restless flycatcher (Myiagra inquieta), and other honeyeater species, and that this decrease was most marked in sites with better access to water and nutrients. While it has been hypothesised that the proliferation of large-flowering grevillea cultivars has contributed to the abundance of noisy miners, recent research has identified the proliferation of lightly treed, open areas, and the presence of eucalypt species as the most significant factors in the population increase. Large-flowered grevillea hybrids, such as Grevillea 'Robyn Gordon', can benefit the noisy miner, in that an abundance of resources is usually dominated by larger, aggressive honeyeaters, and a continuous nectar source could provide an advantage for the non-migratory species. A field study in box-ironbark country in central Victoria found that noisy miner numbers were correlated with the occurrence of yellow gum (Eucalyptus leucoxylon), which reliably produces flowers (and nectar) each year. The abundance of the noisy miner is primarily determined by habitat structure. While the range of the noisy miner has not significantly expanded, the density of the population within that range has substantially increased. High densities of noisy miners are regularly recorded in forests with thick understory in southern Queensland, 20 kilometres (12 mi) or more from the forest/agricultural land edge. Many of these sites have extensive road networks used for forest management, and picnic areas and walking tracks for recreational use, and it has been found that these cleared spaces play a role in the abundance of noisy miners in the forest. There is evidence to suggest that higher road densities correspond with higher noisy miner population levels. Field work in Victoria showed that noisy miners infiltrated anywhere from 150 to 300 m (490 to 980 ft) into remnant woodland from the edges, with greater penetration occurring in less densely forested areas. This has implications for the size of woodland habitat needed to contain miner-free areas—around 36 hectares (89 acres). Revegetation projects restoring buloke woodland, a species of she-oak integral to the survival of the red-tailed black cockatoo (Calyptorynchus banksii), have been interplanted with a nurse species, usually fast-growing eucalypts. Noisy miner populations were more likely in those buloke woodlands where eucalypts had been planted at densities of up to 16 per hectare (6.4 per acre). The presence of noisy miners was accompanied by a substantial difference in number and types of other birds found in the woodland. ## Behaviour ### Social organisation The noisy miner is a gregarious species, and the birds are rarely seen singly or in twos; they forage, move and roost in colonies that can consist of several hundred birds Within a colony, a male bird will occupy an 'activity space', which will overlap with the activity spaces of other males. Males with overlapping activity spaces form associations called 'coteries', usually consisting of 10 to 25 birds. Coteries are the most stable unit within the colony. The birds also form temporary flocks when engaged in the same activity. These flocks, called 'coalitions', usually comprise five to eight birds, although coalitions of up to 40 birds can occur when mobbing a potential predator. Membership of the coalition changes frequently as individuals leave the group as it passes beyond the boundary of their activity space, or the activity ends or changes, as when the breeding season begins. Females use activity spaces that overlap with those of male birds, but not other females, so that females will join coalitions with males in their area, but only rarely will there be more than one female in the coalition. The exclusivity of female activity spaces leads to young females being driven out of the colony in which they were born, and also makes it difficult for them to gain a place in a new colony. A study of banded nestlings that survived in one colony until the next breeding season, found that they were all male birds, suggesting that all female nestlings had died or left the colony. Emigration of males does not seem to occur until the population density of the colony reaches a critical level. Looking after the young is communal, with males of the coterie bringing food to the nestlings and removing faecal sacs. Communal feeding increases after fledging, when males from nearby coteries may even bring food to the young birds, if not driven off. Roosting is usually communal, with two to six adults and juveniles roosting in contact with each other, usually near the end of a hanging branch up to 20 metres (66 ft) above ground, within their activity space. They select a new site each evening, often selecting and rejecting several sites, and engaging in aggressive calling and chasing as other birds attempt to join the group. They are often the last birds to roost at night, but appear to sleep soundly, undisturbed by torchlight. Noisy miners drink together at the edge of lakes and dams, and from cattle troughs, often perching on a submerged branch. They bathe by diving head first into water and, when almost totally submerged, flapping their wings vigorously and ducking their heads under the water. They shake excess water off and then fly to a nearby branch to preen. They have been observed using rain- or dew-soaked foliage to bathe, and in dry weather will dust-bathe in dry soil or fine litter, such as grass clippings. Bathing is communal, with birds stimulated to participate by observing others. They are occasionally observed anting. #### Flock behaviour The noisy miner engages in most activities in a group. Roosting, foraging, preening, bathing and dust-bathing or anting are communal activities. Dawn song is a communal chorus, particularly during the breeding season. The communal interaction is facilitated by ritualised displays that have been categorised as flight displays, postural displays, and facial displays. In 'long flight' displays, initiated by either male or female birds, groups of up to twenty birds from more than one coterie fly about 40 metres (130 ft) above the canopy for distances of up to 1.5 kilometres (0.93 mi) from the colony, constantly calling and not returning to the colony for about twenty minutes. As they return, the remaining birds show signs of agitation, and sometimes fly up to join them. The 'short flight' display is performed by the male, and may be analogous to the territorial advertising displays of other birds. In a ritualised movement, the noisy miner flies out from a perch across an open area, in a rhythmic undulating pattern, usually calling in flight. At the end of the clearing it turns on an upward swoop and flies silently back to a perch near the starting point. The 'head-up flight' is performed by the female during the nesting period, and may function to attract male helpers. In its most intense form the body and tail are held almost vertically, with legs dangling, and the head held up and back. It is performed by the female when she is selecting the nest site, and when carrying nest-building material, and probably has the function of indicating the location of the nest to other group members. Postural displays include tall and low poses, pointing, open-bill and wing-waving. The 'tall posture' is used when in close contact with another bird and is a mild threat. The bird holds itself upright with neck and legs stretched, and it faces the other bird. The 'low posture' is a submissive gesture; the bird sits low on a perch with legs obscured by fluffed feathers, and often faces away from the other bird. Fledglings threatened by adult birds will adopt a low posture and open their bill widely. 'Pointing' is a threat display where the bird stretches out horizontally, with feathers sleeked and the bill pointed at the target of the aggression. A bill snap will sometimes accompany pointing. An 'open-bill display' is used by subordinates in encounters between two birds, and by a female on the nest when other birds approach. The 'trident bill display' involves a fully open bill with the tongue raised and protruding, and is a higher-intensity submissive display. 'Wing-waving' is often performed at the same time as an open-bill display. The wings are flexed and held slightly away from the body, and flapped out and up around three to six times. Wing-waving may be accompanied by a yammer call. 'Eagle' displays involve holding the wings and tail spread out, in either a vertical or horizontal position. Eye displays are made by exposing or covering the bare yellow patch behind the eye—when the feathers are completely sleeked the entire patch is visible, and when they are fluffed the patch is hidden. Eye displays are used in conjunction with postural displays, with the yellow patch fully displayed by dominant birds using threat postures, and immature birds tending to reduce the size of the eye-patch when under attack from other members of the coterie. On occasion early in the breeding season, mass displays erupt, where twenty or thirty birds perform the various wing-spreading displays, short flights, and constant calling. Displaying birds are attacked by others, and groups of silent but agitated birds watch the interactions. Mass displays are more common in the early morning, can last for up to 40 minutes, and seem to be a combination of sexual and agonistic behaviour. A 'corroboree' (from the word for a ceremonial meeting of Aboriginal Australians) is a group display, where birds converge on adjacent branches and simultaneously pose hunchbacked, giving wing-waving and open-bill displays, and the yammer call. A corroboree occurs when birds meet after a change in the social environment, such as a bird returning after an absence, or the repulsion of an intruder, or the coming together of different coteries. The corroboree appears to have a bonding function, and may involve all members of a colony. #### Agonistic behaviour Described as "always at war with others of the feathered kind" in early notes, the noisy miner is one of the most aggressive of the honeyeaters. Much of the activity within a noisy miner colony is agonistic with chasing, pecking, fighting, scolding, and mobbing occurring frequently throughout the day. The birds unite to attack predators and to defend the colony area against all other species of birds; the species is also highly aggressive intraspecifically. Female noisy miners are aggressive towards each other, and one cause of a male-biased sex-ratio in colonies may be the females' greater intolerance for each other, driving immatures out of the colony and preventing the immigration of new females. Aggression at the nest is common between males. Adult males begin attacking juveniles when they are around 11 weeks old, and attackers can include males that previously cared for the fledgling. Adult females are less aggressive towards young birds, although mothers do occasionally attack their own offspring, and infanticide has been recorded. There is little male to female aggression other than the 'driving flights' that form part of the mating ritual. In direct attacks on young birds, pecks are directed at the eye-patch. Agonistic behaviour has been observed among nestlings, with aggression intensifying after fledging and at times resulting in the death of a sibling. The noisy miner colony unites to mob inter-specific intruders and predators. The noisy miner will approach the threat closely and point, expose eye patches, and often bill-snap. Five to fifteen birds will fly around the intruder, some birds diving at it and either pulling away or striking the intruder. The mobbing continues until the intruder remains still, as with a tawny frogmouth (Podargus strigoides), or it leaves the area. Mobbing of snakes and goannas is particularly intense, and most species of bird, even non-predators, entering the territory are immediately chased. The noisy miner has been recorded attacking an Australian owlet-nightjar (Aegotheles cristatus) during the day, grebes, herons, ducks and cormorants on lakes at the edge of territories, crested pigeons (Ocyphaps lophotes), pardalotes, and rosellas. Non-predatory mammals such as bats, cattle, sheep, and wallabies are also attacked, though less vigorously than birds. Noisy miner attacks are not limited to chasing the intruder, and aggressive incidents often result in the death of the trespasser. Reports include those of two noisy miners repeatedly pecking a house sparrow (Passer domesticus) at the base of its skull and killing it in six minutes; one noisy miner grasping a striated pardalote (Pardalotus striatus) by the wing, while another pecked it on the head until it died; and a sacred kingfisher (Todiramphus sanctus) being chased and harassed for over five hours, and then found dead with a fractured skull. #### Response to threats Noisy miners make louder alarm calls in noisier sections of urban environments, such as main roads. The most common initial response to alarm calls is to stay in the area and scan for threats, rather than withdraw. A study conducted in Melbourne and a nearby rural area found that noisy miners in urban areas were less likely to take flight, and when they did they flew shorter distances. It is unclear whether this is an adaptation or that bolder miners had been the ones to settle in the city. A field study in Canberra found that superb fairywrens (Malurus cyaneus) that lived in areas frequented by noisy miners recognised miner alarm calls and took flight, and had learnt to ignore their non-alarm calls, while those that live in areas not frequented by noisy miners did not respond to miner alarm calls. This suggests that the species has adapted and learnt to discriminate and respond to another species' vocalisations. ### Breeding The noisy miner does not use a stereotyped courtship display; displays can involve 'driving', where the male jumps or flies at the female from 1–2 metres (3.3–6.6 ft) away, and if she moves away he pursues her aggressively. The female may perform a 'bowed-wing display', where the wings and tail are spread and quivered, with the wings arched and the head pointing down. The male may adopt a vertical or horizontal 'eagle display', with wings and tail spread wide and held still for several seconds. Copulation is frequent and conspicuous, with both males and females copulating with several birds, while other members of the colony display or otherwise interfere with the mating pair. Copulation usually occurs on larger, exposed branches close to the nest site and can occur at any time of the day, although slightly more often between 11:00 and 13:00, when communal activities are less frequent. The frenzied courtship activity had led to speculation that the female mates promiscuously to recruit males to help care for the young, but recent genetic testing shows that 96.5% of noisy miner broods result from monogamous mating and that multiple paternity is rare. An observation of banded birds noted that while females copulated repeatedly, it was always with the same male. Mate switching between broods is uncommon, with pairs staying together over several years. The noisy miner breeds all year long, with most activity from July through November, though the peak period is subject to seasonal variations, with sharp peaks in laying activity when conditions are particularly favourable for raising young. The nest is built in prickly or leafy trees, and the noisy miner is often recorded nesting in eucalypts, and also in wattles, Araucaria, Banksia, Bursaria, Hibiscus, mistletoe, Melaleuca, Pittosporum, Schinus, and jacaranda. It seems to prefer moderately dense foliage for nesting, often near the end of drooping horizontal branches. Support for the nest may be the primary criterion of a suitable nest site, rather than characteristics of the vegetation or location. The female alone builds the nest, which is deep and cup-shaped, woven of twigs and grasses with other plant material, animal hair and spider webs. Occasionally, the nest will include man-made materials such as twine, scraps of material, and tissue paper. It is lined with wool, hair, feathers, flowers or plant down, and padded with a circular mat woven from fibres pulled from the cocoons of the processional caterpillar. The female noisy miner walks around on the ground close to the nest site, picking up material. She gathers material from disused nests of other birds, or dismantles its most recent nest to build a new one. The female completes the nest in five or six days. On average, nests have an external diameter of 15–17.8 centimetres (5.9–7.0 in) and an external depth of 9–11.4 centimetres (3.5–4.5 in). The internal depth of the nest is around 5.5 centimetres (2.2 in). Eggs vary greatly in size, shape and markings, but are generally elongated ovals; white to cream or pinkish or buff coloured; freckled, spotted or blotched with reddish brown to chestnut or a purplish red, sometimes with underlying markings of violet or purplish grey. The clutch consists of two to four eggs. Incubation is by the female only, and the incubation period is around sixteen days. Hatching is asynchronous, with up to six days being recorded between the hatching of the first and last chicks in a clutch. Young are naked at hatching, and develop a cover of down within two to three days. The fledging period is around sixteen days, and young begin to find food for themselves between twenty-six and thirty days after fledging, but are still regularly fed by adults to thirty-five days. The young leave the nest before they are fully fledged, and only able to fly downwards, and scramble up. They do not go far from the nest, return to it at night, and take some weeks to completely leave the nest. Many fledglings are found on the ground and in low shrubs during this period, where they continue to be cared for until they can make their way up into the trees. These birds are often mistakenly 'rescued'. The fledglings seek out siblings if separated, and huddle together for up to three weeks after fledging. The noisy miner has some of the largest group sizes of any communally breeding bird, with up to twenty males and one female attending a single brood. Only males help with a nest, and while many birds may be associated with a particular brood, some males devote all their time to a single nest, while others spread their helping efforts across five or six nests. Behavioural evidence and genetic testing indicate that helpers are male offspring of the breeding pair, or full siblings of the male parent. Males nearly always bring food to the nestling singly, and if several arrive at once, one will pass food to a nestling while the others wait. The female leaves the nest quickly when a male bird arrives, and never takes food from one of the helpers. Communal feeding of the young increases after fledging, and the young beg for food with constant 'chip chip' calls and gaping mouths. The female rarely feeds the young birds after they have fledged. #### Nest predation Cooperative breeding has been described as a strategy for decreasing nest predation, although one study found no relationship between the number of helpers visiting a nest site and its success or failure. Noisy miners were seen to have a range of strategies to increase their breeding success, including multiple broods, laying eggs early in the season, nesting low in the canopy and group mobbing of predators; these measures did not guarantee against nest failure, due to the diversity of potential predators in the noisy miner's open woodland habitat. ### Feeding The noisy miner primarily eats nectar, fruit, and insects, and occasionally it feeds on small reptiles or amphibians. It is both arboreal and terrestrial, feeding in the canopy of trees, on trunks and branches, and on the ground. It forages within the colony's territory throughout the year, usually in groups of five to eight birds, although hundreds may gather at a stand of flowering trees, such as banksia. The noisy miner collects nectar directly from flowers, hanging upside down or straddling thin branches acrobatically to access the nectar; it takes fruit from trees or fallen on the ground; gleans or hawks for invertebrates; and picks through leaf litter for insects. It has been recorded turning over the dried droppings of emu (Dromaius novaehollandiae) and eastern grey kangaroo (Macropus giganteus), searching for insects. In a study of birds foraging in suburban gardens, the noisy miner was seen to spend more time in banksia, grevillea and eucalypt species, and when in flower, callistemon, than in other plants including exotics. Most time was spent gleaning the foliage of eucalypts, and noisy miners were significantly more abundant in sites where eucalypts were present. The noisy miner can meet most of its nutritional needs from manna, honeydew, and lerp gathered from the foliage of eucalypts. Lower numbers of noisy miner were recorded at banksias and grevilleas than other large honeyeaters, such as little wattlebird (Anthochaera chrysoptera) and red wattlebird (Anthochaera carunculata). Detailed studies of the diet of the noisy miner record it eating a range of foods including: spiders; insects (leaf beetles, ladybirds, stink bugs, ants, moth and butterfly larvae); nectar (from Jacaranda mimosifolia, Erythrina variegata, Lagunaria patersonia, Callistemon salignus, Callistemon viminalis, eucalypts Argyle apple, sugar gum, yellow gum, grey ironbark, and grey gum, Banksia ericifolia, B. integrifolia, B. serrata, Grevillea aspleniifolia, G. banksii, G. hookeriana, G. juniperina, G. rosmarinifolia, and flowering quince); seeds from oats, wheat and pepper tree; fruit from saltbush, mistletoe and crabapple; frogs and skinks; and other matter, such as bread, pieces of meat and cheese, and food scraps. In the first study to demonstrate different learning techniques in a single species, the noisy miner was found to employ different cognitive strategies, depending upon the resource it was foraging. When searching for nectar, which does not move but is readily depleted, the noisy miner uses a spatial memory-based strategy, identifying characteristics of the environment—a strategy that is efficient in new environments and is not affected by changes in the bird's activities. When searching for invertebrates, it appears to employ a different strategy based on learned rules of insect movement (they improve at finding invertebrates with practice). The two different strategies imply the existence of adapted cognitive mechanisms, capable of responding appropriately to different foraging contexts. ## Conservation status Abundant throughout its significant range, the noisy miner is considered of least concern for conservation, and its extreme population densities in some areas actually constitute a threat to other species. The strong correlation between the presence of noisy miners and the absence of avian diversity has been well documented. The role played by the noisy miner in the steep decline of many woodland birds, its impact on endangered species with similar foraging requirements, and the level of leaf damage leading to die-back that accompanies the exclusion of insectivorous birds from remnant woodlands, means that any strategy to restore avian diversity will need to take account of the management of noisy miner populations. Some habitat restoration and revegetation projects have inadvertently increased the problem of the noisy miner by establishing the open eucalypt habitat that they prefer. A focus of many regeneration projects has been the establishing of habitat corridors that connect patches of remnant forest, and the use of eucalypts as fast-growing nurse species. Both practices have sound ecological value, but allow the noisy miner to proliferate, so conservation efforts are being modified by planting a shrubby understory with the eucalypts, and avoiding the creation of narrow protrusions, corners or clumps of trees in vegetation corridors. A field study conducted in the Southern Highlands found that noisy miners tended to avoid areas dominated by wattles, species of which in the study area had bipinnate leaves. Hence the authors proposed that revegetation projects include at least 15% Acacia species with bipinnate leaves if possible, as well as shrubby understory plants. Translocation of noisy miners is unlikely to be a solution to their overabundance in remnant habitats. In a Victorian study where birds were banded and relocated, colonies moved into the now unpopulated area, but soon returned to their original territories. The translocated birds did not settle in a new territory. They were not assimilated into resident populations of miners, but instead wandered up to 4.2 kilometres (2.6 mi) from the release point, moving through apparently suitable habitat occupied by other miners—at least for the first 50 days following translocation. Two birds with radio tracking devices travelled 18 kilometres (11 mi) back to their site of capture. Although noisy miners are protected across Australia, and a permit is required to cull them, culling has been proposed as the most humane and practical method of reducing their impact, particularly where combined with rehabilitation of the habitat to suit a wider variety of bird life. An unsanctioned cull took place on private rural property over 1991 and 1992, which, combined with extensive and dense plantings of native trees, reportedly resulted in an increase in species diversity.
60,411
Steller's sea cow
1,166,937,167
Extinct species of marine mammal
[ "Commander Islands", "Extinct animals of Russia", "Extinct animals of the United States", "Extinct mammals of Asia", "Extinct mammals of North America", "Fossil taxa described in 1840", "Mammal extinctions since 1500", "Mammals described in 1780", "Pleistocene sirenians", "Sirenians", "Species made extinct by human activities", "Taxa named by Eberhard August Wilhelm von Zimmermann" ]
Steller's sea cow (Hydrodamalis gigas) is an extinct sirenian described by Georg Wilhelm Steller in 1741. At that time, it was found only around the Commander Islands in the Bering Sea between Alaska and Russia; its range extended across the North Pacific during the Pleistocene epoch, and likely contracted to such an extreme degree due to the glacial cycle. It is possible indigenous populations interacted with the animal before Europeans. Steller first encountered it on Vitus Bering's Great Northern Expedition when the crew became shipwrecked on Bering Island. Much of what is known about its behavior comes from Steller's observations on the island, documented in his posthumous publication On the Beasts of the Sea. Within 27 years of its discovery by Europeans, the slow-moving and easily-caught mammal was hunted into extinction for its meat, fat, and hide. Some 18th-century adults would have reached weights of 8–10 t (8.8–11.0 short tons) and lengths up to 9 m (30 ft). It was a member of the family Dugongidae, of which the 3 m (9.8 ft) long dugong (Dugong dugon) is the sole living member. It had a thicker layer of blubber than other members of the order, an adaptation to the cold waters of its environment. Its tail was forked, like that of whales or dugongs. Lacking true teeth, it had an array of white bristles on its upper lip and two keratinous plates within its mouth for chewing. It fed mainly on kelp, and communicated with sighs and snorting sounds. Steller believed it was a monogamous and social animal living in small family groups and raising its young, similar to modern sirenians. ## Description Steller's sea cows are reported to have grown to 8 to 9 m (26 to 30 ft) long as adults, much larger than extant sirenians. In 1987, a rather complete skeleton was found on Bering Island measuring 3 m (9.8 ft). In 2017, another such skeleton was found on Bering Island measuring 5.2 m (17 ft), and in life probably about 6 m (20 ft). Georg Steller's writings contain two contradictory estimates of weight: 4 and 24.3 t (4.4 and 26.8 short tons). The true value is estimated to fall between these figures, at about 8–10 t (8.8–11.0 short tons). This size made the sea cow one of the largest mammals of the Holocene epoch, along with baleen whales and some few tooth whales, and was likely an adaptation to reduce its surface-area to volume ratio and conserve heat. Unlike other sirenians, Steller's sea cow was positively buoyant, meaning that it was unable to submerge completely. It had a very thick outer skin, 2.5 cm (1 in), to prevent injury from sharp rocks and ice and possibly to prevent unsubmerged skin from drying out. The sea cow's blubber was 8–10 cm (3–4 in) thick, another adaptation to the frigid climate of the Bering Sea. Its skin was brownish-black, with white patches on some individuals. It was smooth along its back and rough on its sides, with crater-like depressions most likely caused by parasites. This rough texture led to the animal being nicknamed the "bark animal". Hair on its body was sparse, but the insides of the sea cow's flippers were covered in bristles. The fore limbs were roughly 67 cm (26 in) long, and the tail fluke was forked. The sea cow's head was small and short in comparison to its huge body. The animal's upper lip was large and broad, extending so far beyond the lower jaw that the mouth appeared to be located underneath the skull. Unlike other sirenians, Steller's sea cow was toothless and instead had a dense array of interlacing white bristles on its upper lip. The bristles were about 3.8 cm (1.5 in) in length and were used to tear seaweed stalks and hold food. The sea cow also had two keratinous plates, called ceratodontes, located on its palate and mandible, used for chewing. According to Steller, these plates (or "masticatory pads") were held together by interdental papillae, a part of the gums, and had many small holes containing nerves and arteries. As with all sirenians, the sea cow's snout pointed downwards, which allowed it to better grasp kelp. The sea cow's nostrils were roughly 5 cm (2 in) long and wide. In addition to those within its mouth, the sea cow also had stiff bristles 10–12.7 cm (3.9–5.0 in) long protruding from its muzzle. Steller's sea cow had small eyes located halfway between its nostrils and ears with black irises, livid eyeballs, and canthi which were not externally visible. The animal had no eyelashes, but like other diving creatures such as sea otters, Steller's sea cow had a nictitating membrane, which covered its eyes to prevent injury while feeding. The tongue was small and remained in the back of the mouth, unable to reach the masticatory (chewing) pads. The sea cow's spine is believed to have had seven cervical (neck), 17 thoracic, three lumbar, and 34 caudal (tail) vertebrae. Its ribs were large, with five of 17 pairs making contact with the sternum; it had no clavicles. As in all sirenians, the scapula of Steller's sea cow was fan-shaped, being larger on the posterior side and narrower towards the neck. The anterior border of the scapula was nearly straight, whereas those of modern sirenians are curved. Like other sirenians, the bones of Steller's sea cow were pachyosteosclerotic, meaning they were both bulky (pachyostotic) and dense (osteosclerotic). In all collected skeletons of the sea cow, the manus is missing; since Dusisiren—the sister taxon of Hydrodamalis—had reduced phalanges (finger bones), Steller's sea cow possibly did not have a manus at all. The sea cow's heart was 16 kg (35 lb) in weight; its stomach measured 1.8 m (6 ft) long and 1.5 m (5 ft) wide. The full length of its intestinal tract was about 151 m (500 ft), equaling more than 20 times the animal's length. The sea cow had no gallbladder, but did have a wide common bile duct. Its anus was 10 cm (0.33 ft) in width, with its feces resembling those of horses. The male's penis was 80 cm (2.6 ft) long. Genetic evidence indicates convergent evolution with other marine mammals of genes related to metabolic and immune function, including leptin associated with energy homeostasis and reproductive regulation. ## Ecology and behavior Whether Steller's sea cow had any natural predators is unknown. It may have been hunted by killer whales and sharks, though its buoyancy may have made it difficult for killer whales to drown, and the rocky kelp forests in which the sea cow lived may have deterred sharks. According to Steller, the adults guarded the young from predators. Steller described an ectoparasite on the sea cows that was similar to the whale louse (Cyamus ovalis), but the parasite remains unidentified due to the host's extinction and loss of all original specimens collected by Steller. It was first formally described as Sirenocyamus rhytinae in 1846 by Johann Friedrich von Brandt, although it has since been placed into the genus Cyamus as Cyamus rhytinae. It was the only species of cyamid amphipod to be reported inhabiting a sirenian. Steller also identified an endoparasite in the sea cows, which was likely an ascarid nematode. Like other sirenians, Steller's sea cow was an obligate herbivore and spent most of the day feeding, only lifting its head every 4–5 minutes for breathing. Kelp was its main food source, making it an algivore. The sea cow likely fed on several species of kelp, which have been identified as Agarum spp., Alaria praelonga, Halosaccion glandiforme, Laminaria saccharina, Nereocyctis luetkeana, and Thalassiophyllum clathrus. Steller's sea cow only fed directly on the soft parts of the kelp, which caused the tougher stem and holdfast to wash up on the shore in heaps. The sea cow may have also fed on seagrass, but the plant was not common enough to support a viable population and could not have been the sea cow's primary food source. Further, the available seagrasses in the sea cow's range (Phyllospadix spp. and Zostera marina) may have grown too deep underwater or been too tough for the animal to consume. Since the sea cow floated, it likely fed on canopy kelp, as it is believed to have only had access to food no deeper than 1 m (3.3 ft) below the tide. Kelp releases a chemical deterrent to protect it from grazing, but canopy kelp releases a lower concentration of the chemical, allowing the sea cow to graze safely. Steller noted that the sea cow grew thin during the frigid winters, indicating a period of fasting due to low kelp growth. Fossils of Pleistocene Aleutian Island sea cow populations were larger than those from the Commander Islands, indicating that the growth of Commander Island sea cows may have been stunted due to a less favorable habitat and less food than the warmer Aleutian Islands. Steller described the sea cow as being highly social (gregarious). It lived in small family groups and helped injured members, and was also apparently monogamous. Steller's sea cow may have exhibited parental care, and the young were kept at the front of the herd for protection against predators. Steller reported that as a female was being captured, a group of other sea cows attacked the hunting boat by ramming and rocking it, and after the hunt, her mate followed the boat to shore, even after the captured animal had died. Mating season occurred in early spring and gestation took a little over a year, with calves likely delivered in autumn, as Steller observed a greater number of calves in autumn than at any other time of the year. Since female sea cows had only one set of mammary glands, they likely had one calf at a time. The sea cow used its fore limbs for swimming, feeding, walking in shallow water, defending itself, and holding on to its partner during copulation. According to Steller, the fore limbs were also used to anchor the sea cow down to prevent it from being swept away by the strong nearshore waves. While grazing, the sea cow progressed slowly by moving its tail (fluke) from side to side; more rapid movement was achieved by strong vertical beating of the tail. They often slept on their backs after feeding. According to Steller, the sea cow was nearly mute and made only heavy breathing sounds, raspy snorting similar to a horse, and sighs. Despite their large size, as with many other marine megafauna in the region, Steller's sea cows may have been prey for the local transient orcas (Orcinus orca); it is likely that they experienced predation, as Steller observed that foraging sea cows with calves would always keep their calves between themselves and the shore, and orcas would have been the most likely candidate for causing this behavior. In addition, early indigenous peoples of the North Pacific may have depended on the sea cow for food, and it is possible that this dependency may have extirpated the sea cow from portions of the North Pacific aside from the Commander Islands. Steller's sea cows may have also had a mutualistic (or possibly even parasitic) relationship with local seabird species; Steller often observed birds perching on the exposed backs of the sea cows, feeding on the parasitic Cyamus rhytinae; this unique relationship that disappeared with the sea cows may have been a food source for many birds, and is similar to the recorded interactions between oxpeckers (Buphagus) and extant African megafauna. ## Taxonomy ### Phylogeny Steller's sea cow was a member of the genus Hydrodamalis, a group of large sirenians, whose sister taxon was Dusisiren. Like those of Steller's sea cow, the ancestors of Dusisiren lived in tropical mangroves before adapting to the cold climates of the North Pacific. Hydrodamalis and Dusisiren are classified together in the subfamily Hydrodamalinae, which diverged from other sirenians around 4 to 8 mya. Steller's sea cow is a member of the family Dugongidae, the sole surviving member of which, and thus Steller's sea cow's closest living relative, is the dugong (Dugong dugon). Steller's sea cow was a direct descendant of the Cuesta sea cow (H. cuestae), an extinct tropical sea cow that lived off the coast of western North America, particularly California. The Cuesta sea cow is thought to have become extinct due to the onset of the Quaternary glaciation and the subsequent cooling of the oceans. Many populations died out, but the lineage of Steller's sea cow was able to adapt to the colder temperatures. The Takikawa sea cow (H. spissa) of Japan is thought of by some researchers to be a taxonomic synonym of the Cuesta sea cow, but based on a comparison of endocasts, the Takikawa and Steller's sea cows are more derived than the Cuesta sea cow. This has led some to believe that the Takikawa sea cow is its own species. The evolution of the genus Hydrodamalis was characterized by increased size, and a loss of teeth and phalanges, as a response to the onset of the Quaternary glaciation. ### Research history Steller's sea cow was discovered in 1741 by Georg Wilhelm Steller, and was named after him. Steller researched the wildlife of Bering Island while he was shipwrecked there for about a year; the animals on the island included relict populations of sea cows, sea otters, Steller sea lions, and northern fur seals. As the crew hunted the animals to survive, Steller described them in detail. Steller's account was included in his posthumous publication De bestiis marinis, or The Beasts of the Sea, which was published in 1751 by the Russian Academy of Sciences in Saint Petersburg. Zoologist Eberhard von Zimmermann formally described Steller's sea cow in 1780 as Manati gigas. Biologist Anders Jahan Retzius in 1794 put the sea cow in the new genus Hydrodamalis, with the specific name of stelleri, in honor of Steller. In 1811, naturalist Johann Karl Wilhelm Illiger reclassified Steller's sea cow into the genus Rytina, which many writers at the time adopted. The name Hydrodamalis gigas, the correct combinatio nova if a separate genus is recognised, was first used in 1895 by Theodore Sherman Palmer. For decades after its discovery, no skeletal remains of a Steller's sea cow were known. This may have been due to rising and falling sea levels over the course of the Quaternary period, which could have left many sea cow bones hidden. The first bones of a Steller's sea cow were unearthed in about 1840, over 70 years after it was presumed to have become extinct. The first partial sea cow skull was discovered in 1844 by Ilya Voznesensky while on the Commander Islands, and the first skeleton was discovered in 1855 on northern Bering Island. These specimens were sent to Saint Petersburg in 1857, and another nearly complete skeleton arrived in Moscow around 1860. Until recently, all the full skeletons were found during the 19th century, being the most productive period in terms of unearthed skeletal remains, from 1878 to 1883. During this time, 12 of the 22 skeletons having known dates of collection were discovered. Some authors did not believe possible the recovery of further significant skeletal material from the Commander Islands after this period, but a skeleton was found in 1983, and two zoologists collected about 90 bones in 1991. Only two to four skeletons of the sea cow exhibited in various museums of the world originate from a single individual. It is known that Adolf Erik Nordenskiöld, Benedykt Dybowski, and Leonhard Hess Stejneger unearthed many skeletal remains from different individuals in the late 1800s, from which composite skeletons were assembled. As of 2006, 27 nearly complete skeletons and 62 complete skulls have been found, but most of them are assemblages of bones from two to 16 different individuals. In 2021, the nuclear genome was sequenced. ### Illustrations The Pallas Picture is the only known drawing of Steller's sea cow believed to be from a complete specimen. It was published by Peter Simon Pallas in his 1840 work Icones ad Zoographia Rosso-Asiatica. Pallas did not specify a source; Stejneger suggested it may have been one of the original illustrations produced by Friedrich Plenisner, a member of Vitus Bering's crew as a painter and surveyor who drew a figure of a female sea cow on Steller's request. Most of Plenisner's depictions were lost during transit from Siberia to Saint Petersburg. Another drawing of Steller's sea cow similar to the Pallas Picture appeared on a 1744 map drawn by Sven Waxell and Sofron Chitrow. The picture may have also been based upon a specimen, and was published in 1893 by Pekarski. The map depicted Vitus Bering's route during the Great Northern Expedition, and featured illustrations of Steller's sea cow and Steller's sea lion in the upper-left corner. The drawing contains some inaccurate features such as the inclusion of eyelids and fingers, leading to doubt that it was drawn from a specimen. Johann Friedrich von Brandt, director of the Russian Academy of Sciences, had the "Ideal Image" drawn in 1846 based upon the Pallas Picture, and then the "Ideal Picture" in 1868 based upon collected skeletons. Two other possible drawings of Steller's sea cow were found in 1891 in Waxell's manuscript diary. There was a map depicting a sea cow, as well as a Steller sea lion and a northern fur seal. The sea cow was depicted with large eyes, a large head, claw-like hands, exaggerated folds on the body, and a tail fluke in perspective lying horizontally rather than vertically. The drawing may have been a distorted depiction of a juvenile, as the figure bears a resemblance to a manatee calf. Another similar image was found by Alexander von Middendorff in 1867 in the library of the Russian Academy of Sciences, and is probably a copy of the Tsarskoye Selo Picture. ## Range The range of Steller's sea cow at the time of its discovery was apparently restricted to the shallow seas around the Commander Islands, which include Bering and Copper Islands. The Commander Islands remained uninhabited until 1825, when the Russian-American Company relocated Aleuts from Attu Island and Atka Island there. The first fossils discovered outside the Commander Islands were found in interglacial Pleistocene deposits in Amchitka, and further fossils dating to the late Pleistocene were found in Monterey Bay, California, and Honshu, Japan. This suggests that the sea cow had a far more extensive range in prehistoric times. It cannot be excluded that these fossils belong to other Hydrodamalis species. The southernmost find is a Middle Pleistocene rib bone from the Bōsō Peninsula of Japan. The remains of three individuals were found preserved in the South Bight Formation of Amchitka; as late Pleistocene interglacial deposits are rare in the Aleutians, the discovery suggests that sea cows were abundant in that era. According to Steller, the sea cow often resided in the shallow, sandy shorelines and in the mouths of freshwater rivers. Genetic evidence suggests Steller's sea cow, as well as the modern dugong, suffered a population bottleneck (a significant reduction in population) bottoming roughly 400,000 years ago. Bone fragments and accounts by native Aleut people suggest that sea cows also historically inhabited the Near Islands, potentially with viable populations that were in contact with humans in the western Aleutian Islands prior to Steller's discovery in 1741. A sea cow rib discovered in 1998 on Kiska Island was dated to around 1,000 years old, and is now in the possession of the Burke Museum in Seattle. The dating may be skewed due to the marine reservoir effect which causes radiocarbon-dated marine specimens to appear several hundred years older than they are. Marine reservoir effect is caused by the large reserves of C<sup>14</sup> in the ocean, and it is more likely that the animal died between 1710 and 1785. A 2004 study reported that sea cow bones discovered on Adak Island were around 1,700 years old, and sea cow bones discovered on Buldir Island were found to be around 1,600 years old. It is possible the bones were from cetaceans and were misclassified. Rib bones of a Steller's sea cow have also been found on St. Lawrence Island, and the specimen is thought to have lived between 800 and 920 CE. ## Interactions with humans ### Extinction Genetic evidence suggests the Steller's sea cows around the Commander Islands were the last of a much more ubiquitous population dispersed across the North Pacific coastal zones. They had the same genetic diversity as the last and rather inbred population of woolly mammoths on Wrangel Island. During glacial periods and reduction in sea levels and temperatures, suitable habitat substantially regressed, fragmenting the population. By the time sea levels stabilized around 5,000 years ago, the population had already plummeted. Together, these indicate that even without human influence, the Steller's sea cow would have still been a dead clade walking, with the vast majority of the population having already gone extinct from natural climatic and sea level shifts, with the tiny remaining population at major risk from a genetic extinction vortex. The presence of Steller's sea cows in the Aleutian Islands may have caused the Aleut people to migrate westward to hunt them. This possibly led to the sea cow's extirpation in that area, assuming it had not already happened yet, but the archaeological evidence is inconclusive. One factor potentially leading to extinction of Steller's sea cow, specifically off the coast of St. Lawrence Island, was the Siberian Yupik people who have inhabited St. Lawrence island for 2,000 years. They may have hunted the sea cows into extinction, as the natives have a dietary culture heavily dependent upon marine mammals. The onset of the Medieval Warm Period, which reduced the availability of kelp, may have also been the cause for their local extinction in that area. It has also been argued that the decline of Steller's sea cow may have been an indirect effect of the harvesting of sea otters by the area's aboriginal people. With the otter population reduced, the sea urchin population would have increased, in turn reducing the stock of kelp, its principal food. In historic times, though, aboriginal hunting had depleted sea otter populations only in localized areas, and as the sea cow would have been easy prey for aboriginal hunters, accessible populations may have been exterminated with or without simultaneous otter hunting. In any event, the range of the sea cow was limited to coastal areas off uninhabited islands by the time Bering arrived, and the animal was already endangered. When Europeans discovered them, there may have been only 2,000 individuals left. This small population was quickly wiped out by fur traders, seal hunters, and others who followed Vitus Bering's route past its habitat to Alaska. It was also hunted to collect its valuable subcutaneous fat. The animal was hunted and used by Ivan Krassilnikov in 1754 and Ivan Korovin 1762, but Dimitri Bragin, in 1772, and others later, did not see it. Brandt thus concluded that by 1768, twenty-seven years after it had been discovered by Europeans, the species was extinct. In 1887, Stejneger estimated that there had been fewer than 1,500 individuals remaining at the time of Steller's discovery, and argued there was already an immediate danger of the sea cow's extinction. The first attempt to hunt the animal by Steller and the other crew members was unsuccessful due to its strength and thick hide. They had attempted to impale it and haul it to shore using a large hook and heavy cable, but the crew could not pierce its skin. In a second attempt a month later, a harpooner speared an animal, and men on shore hauled it in while others repeatedly stabbed it with bayonets. It was dragged into shallow waters, and the crew waited until the tide receded and it was beached to butcher it. After this, they were hunted with relative ease, the challenge being in hauling the animal back to shore. This bounty inspired maritime fur traders to detour to the Commander Islands and restock their food supplies during North Pacific expeditions. #### Impact of extinction While not a keystone species, Steller's sea cows likely influenced the community composition of the kelp forests they inhabited, and also boosted their productivity and resilience to environmental stressors by allowing more light into kelp forests and more kelp to grow, and enhancing the recruitment and dispersal of kelp through their feeding behavior. In the modern day, the flow of nutrients from kelp forests to adjacent ecosystems is regulated by the seasons, with seasonal storms and currents being the primary factor. The Steller's sea cow may have allowed this flow to continue year-round, thus allowing for more productivity in adjacent habitats. The disturbance caused by the Steller's sea cow may have facilitated the dispersal of kelp, most notably Nereocystis species, to other habitats, allowing recruitment and colonization of new areas, and facilitating genetic exchange. Their presence may have also allowed sea otters and large marine invertebrates to coexist, indicating a commonly-documented decline in marine invertebrate populations driven by sea otters (an example being in populations of the black leather chiton) may be due to lost ecosystem functions associated with the Steller's sea cow. This indicates that due to the sea cow's extinction, the ecosystem dynamics and resilience of North Pacific kelp forests may have already been compromised well before more well-known modern stressors like overharvesting and climate change. ### Later reported sightings Sea cow sightings have been reported after Brandt's official 1768 date of extinction. Lucien Turner, an American ethnologist and naturalist, said the natives of Attu Island reported that the sea cows survived into the 1800s, and were sometimes hunted. In 1963, the official journal of the Academy of Sciences of the USSR published an article announcing a possible sighting. The previous year, the whaling ship Buran had reported a group of large marine mammals grazing on seaweed in shallow water off Kamchatka, in the Gulf of Anadyr. The crew reported seeing six of these animals ranging from 6 to 8 meters (20 to 26 ft), with trunks and split lips. There have also been alleged sightings by local fishermen in the northern Kuril Islands, and around the Kamchatka and Chukchi peninsulas. ### Uses Steller's sea cow was described as being "tasty" by Steller; the meat was said to have a taste similar to corned beef, though it was tougher, redder, and needed to be cooked longer. The meat was abundant on the animal, and slow to spoil, perhaps due to the high amount of salt in the animal's diet effectively curing it. The fat could be used for cooking and as an odorless lamp oil. The crew of the St. Peter drank the fat in cups and Steller described it as having a taste like almond oil. The thick, sweet milk of female sea cows could be drunk or made into butter, and the thick, leathery hide could be used to make clothing, such as shoes and belts, and large skin boats sometimes called baidarkas or umiaks. Towards the end of the 19th century, bones and fossils from the extinct animal were valuable and often sold to museums at high prices. Most were collected during this time, limiting trade after 1900. Some are still sold commercially, as the highly dense cortical bone is well-suited for making items such as knife handles and decorative carvings. Because the sea cow is extinct, native artisan products made in Alaska from this "mermaid ivory" are legal to sell in the United States and do not fall under the jurisdiction of the Marine Mammal Protection Act (MMPA) or the Convention on International Trade in Endangered Species of Wild Fauna and Flora (CITES), which restrict the trade of marine mammal products. Although the distribution is legal, the sale of unfossilized bones is generally prohibited and trade in products made of the bones is regulated because some of the material is unlikely to be authentic and probably comes from arctic cetaceans. The ethnographer Elizabeth Porfirevna Orlova, from the Russian Museum of Ethnography, was working on the Commander Island Aleuts from August to September 1961. Her research includes notes about a game of accuracy, called kakan ("stones") played with the bones of the Steller's sea cow. Kakan was usually played at home between adults during bad weather, at least during Orlova's fieldwork. ### In media and folklore In the story The White Seal from The Jungle Book by Rudyard Kipling, which takes place in the Bering Sea, Kotick the rare white seal consults Sea Cow during his journey to find a new home. Tales of a Sea Cow is a 2012 docufiction film by Icelandic-French artist Etienne de France about a fictional 2006 discovery of Steller's sea cows off the coast of Greenland. The film has been exhibited in art museums and universities in Europe. Steller's sea cows appear in two books of poetry: Nach der Natur (1995) by Winfried Georg Sebald, and Species Evanescens (2009) by Russian poet Andrei Bronnikov. Bronnikov's book depicts the events of the Great Northern Expedition through the eyes of Steller; Sebald's book looks at the conflict between man and nature, including the extinction of Steller's sea cow. ## See also - Holocene extinction - List of extinct animals of North America - List of Asian animals extinct in the Holocene - List of recently extinct mammals - Evolution of sirenians - Cuesta sea cow - Takikawa sea cow
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Battle of Malvern Hill
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Battle in the American Civil War
[ "1862 in Virginia", "1862 in the American Civil War", "Battles of the American Civil War in Virginia", "Battles of the Eastern Theater of the American Civil War", "Henrico County in the American Civil War", "July 1862 events", "Peninsula campaign", "Union victories of the American Civil War" ]
The Battle of Malvern Hill, also known as the Battle of Poindexter's Farm, was fought on July 1, 1862, between the Confederate Army of Northern Virginia, led by Gen. Robert E. Lee, and the Union Army of the Potomac under Maj. Gen. George B. McClellan. It was the final battle of the Seven Days Battles during the American Civil War, taking place on a 130-foot (40 m) elevation of land known as Malvern Hill, near the Confederate capital of Richmond, Virginia and just one mile (1.6 km) from the James River. Including inactive reserves, more than fifty thousand soldiers from each side took part, using more than two hundred pieces of artillery and three warships. The Seven Days Battles were the climax of the Peninsula Campaign, during which McClellan's Army of the Potomac sailed around the Confederate lines, landed at the tip of the Virginia Peninsula, southeast of Richmond, and struck inland towards the Confederate capital. Confederate general Joseph E. Johnston fended off McClellan's repeated attempts to take the city, slowing Union progress on the peninsula to a crawl. When Johnston was wounded, Lee took command and launched a series of counterattacks, collectively called the Seven Days Battles. These attacks culminated in the action on Malvern Hill. The Union's V Corps, commanded by Brig. Gen. Fitz John Porter, took up positions on the hill on June 30. McClellan was not present for the initial exchanges of the battle, having boarded the ironclad USS Galena and sailed down the James River to inspect Harrison's Landing, where he intended to locate the base for his army. Confederate preparations were hindered by several mishaps. Bad maps and faulty guides caused Confederate Maj. Gen. John Magruder to be late for the battle, an excess of caution delayed Maj. Gen. Benjamin Huger, and Maj. Gen. Stonewall Jackson had problems collecting the Confederate artillery. The battle occurred in stages: an initial exchange of artillery fire, a minor charge by Confederate Brig. Gen. Lewis Armistead, and three successive waves of Confederate infantry charges triggered by unclear orders from Lee and the actions of Maj. Gens. Magruder and D. H. Hill, respectively. In each phase, the effectiveness of the Federal artillery was the deciding factor, repulsing attack after attack, resulting in a tactical Union victory. In the course of four hours, a series of blunders in planning and communication had caused Lee's forces to launch three failed frontal infantry assaults across hundreds of yards of open ground, unsupported by Confederate artillery, charging toward firmly entrenched Union infantry and artillery defenses. These errors provided Union forces with an opportunity to inflict heavy casualties. Despite the Union army's victory, the battle did little to alter the outcome of the Peninsula Campaign: after the battle, McClellan and his forces withdrew from Malvern Hill to Harrison's Landing, where he remained until August 16. His plan to capture Richmond had been thwarted. The Confederate press heralded Lee as the savior of Richmond. In stark contrast, McClellan was accused of being absent from the battlefield, a harsh criticism that haunted him when he ran for president in 1864. ## Background ### Military situation In spring 1862, Union commander Maj. Gen. George B. McClellan developed an ambitious plan to capture Richmond, the Confederate capital, on the Virginia Peninsula. His 121,500-man Army of the Potomac, along with 14,592 animals, 1,224 wagons and ambulances, and 44 artillery batteries, would load onto 389 vessels and sail to the tip of the peninsula at Fort Monroe, then move inland and capture the capital, some 80 miles away. The bold and sweeping landing was executed with few incidents, but the Federals were delayed for about a month in the siege of Yorktown. When McClellan's army finally did attack on May 4, the defensive earthworks around Yorktown were undefended. After some hours, the Army of the Potomac pursued the retreating Confederates. When Union troops encountered the Confederate rearguard at Williamsburg, the two armies fought an inconclusive battle. The Confederates continued their withdrawal that night. To stymie the Southerners' retreat, McClellan sent Brig. Gen. William F. "Baldy" Smith to Eltham's Landing by boat, resulting in a battle there on May 7. When the Union Army tried to attack Richmond by way of the James River, they were turned back at Drewry's Bluff on May 15. All the while, McClellan continued his pursuit of Confederate forces, who were withdrawing quickly towards Richmond. The lack of decisive action on the Virginia Peninsula spurred President Abraham Lincoln to order McClellan's army to move into positions close to Richmond. By May 30, McClellan had begun moving troops across the Chickahominy River, the only major natural barrier that separated his army from Richmond. However, heavy rains and thunderstorms on the night of May 30 caused the water level to swell, washing away two bridges and splitting the Federal army in two across the Chickahominy. In the subsequent Battle of Seven Pines, Confederate general-in-chief Joseph E. Johnston sought to capitalize on the bifurcation of McClellan's army, attacking the half of the Union Army that was stuck south of the river. Johnston's plan fell apart, and McClellan lost no ground. Late in the battle, Johnston was hit in the right shoulder by a bullet and in the chest by a shell fragment; his command went to Maj. Gen. Gustavus W. Smith. Smith's tenure as commander of the Army of Northern Virginia was short. On June 1, after an unsuccessful attack on Union forces, Jefferson Davis, the President of the Confederacy, appointed Robert E. Lee, his own military adviser, to replace Smith as the commander-in-chief of the Confederate armies. The subsequent two weeks on the peninsula were mostly quiet. On June 25, though, a surprise attack by McClellan began a series of six major battles over the next week near Richmond—the Seven Days Battles. On the first day, as Lee led the Army of Northern Virginia toward the Union lines, McClellan preempted him with an attack at Oak Grove. Lee's men successfully warded off the Union assault, and Lee continued with his plans. The next morning, the Confederates attacked the Army of the Potomac at Mechanicsville. Union forces turned back the Confederate onslaught, inflicting heavy losses. After Mechanicsville, McClellan's army withdrew to a position behind Boatswain's Swamp. There, on June 27, the Union soldiers suffered another Confederate attack, this time at Gaines's Mill. In the resulting battle, the Confederates launched numerous failed charges, until a final concerted attack broke the Union line, resulting in the only clear Confederate victory during the Seven Days. The action at Garnett's and Golding's Farm, fought next, was merely a set of skirmishes. Lee attacked the Union Army at the Battle of Savage's Station on June 29 and the battles of Glendale and White Oak Swamp June 30, but all three battles were inconclusive. After this series of conflicts that inflicted thousands of casualties on both armies, McClellan began to assemble his forces in an imposing natural position atop Malvern Hill. ### Geography and location Malvern Hill, a plateau-like elevation in Henrico County, Virginia, provided an impressive natural military position about two miles (3.2 km) north of the James River. The hill rose some 130 feet (40 m) to its crest to form a crescent about 1.5 miles (2.4 km) in length and 0.75 miles (1.21 km) wide. Its slope was about one mile (1.6 km) in length and very gradual, with only one or two notable depressions. Along the western side of the hill ran Malvern Cliffs, a bluff-like formation that overlooked Turkey Run, a tributary of nearby Turkey Island Creek. Western Run was another tributary of Turkey Island Creek, which lay mostly along the eastern side of the hill and slanted slightly into the northern side. One depression dipped some sixty feet (18 m) at the valley of Western Run and slanted upwards to the plateau. Malvern Hill's center was slightly lower than the flanks. The gentle, bare slant meant that any assailing army could not easily take cover, and artillery would have the benefit of a clear, open field. Several farms were positioned near Malvern Hill. Roughly 1,200 yards (1,100 m) north of the hill were the Poindexter and Carter farms. Between the two farms was a swampy and thickly wooded area that made up the course of Western Run. The largest in the area was the Mellert family's farm, usually called the Crew farm for a former owner, situated at the western side of the hill. About a quarter of a mile due east of Malvern Hill was the West farm. Between these two farms lay the Willis Church Road, which some locals called the Quaker Road. This road also ran past the Malvern house, the hill's namesake, which was perched atop the southern edge of the plateau. "It was, altogether, an exceedingly formidable position", wrote historian Douglas Southall Freeman. "Had the Union engineers searched the whole countryside below Richmond, they could not have found ground more ideally set for the slaughter of an attacking army." ## Prelude ### Key participants ### McClellan's forces prepare A few days prior to the action on Malvern Hill, McClellan incorrectly believed the Army of the Potomac was vastly outnumbered by its Confederate foe, and his fear of being cut off from his supply depot left him cautious and wary. On the night of June 28, McClellan told his generals he intended to move his army to a position on the north bank of the James River called Harrison's Landing, where they would be protected by Union gunboats. The Army of the Potomac came to Malvern Hill, the army's final stop before reaching the Landing, with approximately 54,000 men. On the morning of June 30, 1862, the Union V Corps under Fitz John Porter, a part of McClellan's Army of the Potomac, amassed atop Malvern Hill. Col. Henry Hunt, McClellan's skilled chief of artillery, posted 171 guns on the hill and 91 more in reserve in the south. The artillery line on the hill's slope consisted of eight batteries of field artillery with 37 guns. Brig. Gen. George Sykes's division would guard the line. In reserve were additional field artillery and three batteries of heavy artillery, which included five 4.5-inch (11 cm) Rodman guns, five 20-pounder (9.1 kg) Parrott rifles and six 32-pounder (15 kg) howitzers. As more of McClellan's forces arrived at the hill, Porter continued to reinforce the Union line. Brig. Gen. George Morell's units, stationed between the Crew and West farms, extended the line to the northeastern section. Brig. Gen. Darius Couch's division of the IV Corps, as yet unbloodied by the skirmishes of the Seven Days, further extended the northeastern line. This left 17,800 soldiers from Couch's and Morell's divisions at the northern face of the hill, overlooking the Quaker Road, from which the Federals expected Lee's forces to attack. Early the next day, Tuesday, July 1, McClellan, having come from nearby Haxall's Landing the night before, examined his army's battle line on Malvern Hill. His inspection left him worried most about the Union Army's right (eastern) flank, which lay behind Western Run. Western Run was an area necessary for McClellan's plans to relocate to Harrison's Landing, and he feared an attack might come from there. As a result, he posted the largest portion of his army there: two divisions from Edwin Sumner's II Corps, two divisions from Brig. Gen. Samuel P. Heintzelman's III Corps, two divisions from Brig. Gen. William Franklin's VI Corps and one division from Maj. Gen. Erasmus Keyes's IV Corps, who were stationed across the James. The division under Brig. Gen. George McCall, badly mangled in the fighting at Glendale and having lost McCall and two of its three brigadiers, was held in general reserve. McClellan did not believe his army was ready for a battle, and hoped Lee would not give them one. Nonetheless, he left his troops at Malvern Hill and traveled downstream aboard the ironclad USS Galena to inspect his army's future resting place at Harrison's Landing. McClellan did not delegate an interim commander; Porter, who was in command during the initial attack, became the de facto leader on the Union side of the battle. ### Lee's forces advance With around 55,000 soldiers, the Army of Northern Virginia was about evenly matched with the Federals, and with Lee at the helm, notably more aggressive. He wanted a final, decisive attack that would effectively scatter the Federals. Several pieces of evidence—abandoned commissary stores, wagons and arms, and the hundreds of Union stragglers and deserters his units had happened upon and captured—led Lee to conclude that the Army of the Potomac was demoralized and retreating. In all the battles up to Malvern Hill, Lee's plans to destroy the Federal army had failed for one reason or another. Though he was undeterred, his chances for decisive victory were diminishing quickly. Early on the morning of the battle, Lee met with his lieutenants, including Maj. Gens. James Longstreet, A. P. Hill, Thomas "Stonewall" Jackson, John Magruder and D. H. Hill. D. H. Hill, after talking with a chaplain familiar with the geography of Malvern Hill, cautioned against mounting an attack. "If General McClellan is there in strength," Hill said, "we had better let him alone." Longstreet laughed off Hill's objections, saying "Don't get so scared, now that we've got him [McClellan] whipped." Lee chose the relatively well-rested commands of D. H. Hill, Stonewall Jackson and John Magruder to lead the Confederate offensive, as they had barely participated in the fighting of the day before. James Longstreet and A.P. Hill's divisions were held in reserve as they were in no condition to fight after Glendale, with almost half their officers and close to a quarter of the enlisted men killed or wounded. Brig. Gen Winfield Featherston's brigade was temporarily commanded by Brig. Gen George B. Anderson of D.H. Hill's division, as there was nobody left in the brigade above the rank of major. According to Lee's plan, the Army of Northern Virginia would form a semi-circle enveloping Malvern Hill. D. H. Hill's five brigades would be placed along the northern face of the hill, forming the center of the Confederate line, and the commands of Stonewall Jackson and John Magruder would take the left and right flanks, respectively. Whiting's forces would position themselves on the Poindexter farm, with the outfits of Brig. Gen. Charles Sidney Winder and Richard Ewell nearby. The infantry of these three detachments would provide reinforcement for the Confederate line if necessary. Two veteran generals rejoined the Army of Northern Virginia for the battle, Brig. Gen Wade Hampton and Brig. Gen Jubal Early, both wounded two months earlier. Hampton and Early were given command of two of Jackson's brigades which had lost their commanders at Gaines Mill and had only inexperienced colonels to lead them. Maj. Gen. Theophilus Holmes would take up a position on the extreme Confederate right flank. ### Disposition of armies The Army of the Potomac's disposition in the lead-up to the battle was more orderly than Lee's Army of Northern Virginia; all of McClellan's forces would be concentrated in one place, save for Erasmus Keyes and one of his two divisions, which were stationed across the James River. A Confederate scout observed Union soldiers resting in position, and moving about the hill unworried, whilst the disposition of the cannons around the hill's slope gave him the impression that the position was "almost impregnable". McClellan's army was on the hill in force. Throughout the Seven Days Battles, Lee's forces had been separated and scattered due to swamps, narrow roads and other geographic obstacles, and occasionally due to unclear orders. As the days of marching and fighting wore on the number of stragglers swelled to fill narrow roads and significantly deplete the Confederate ranks, presenting a significant additional strain on their combat readiness. These hindrances continued during the Battle of Malvern Hill, with both Magruder and Huger making mistakes in the deployment of their forces. At first, Magruder's units were behind Stonewall Jackson's column while marching down the Long Bridge Road, which led to Malvern Hill. Along this road were several adjoining pathways. One such road, called the Willis Church Road by some locals and the Quaker Road by others, led south from Glendale to Malvern Hill. Lee's maps labeled this "Quaker Road". Another of these paths began near a local farm and angled southwest toward an upriver point on the River Road—some locals called this the Quaker Road, including Magruder's guides, who led Magruder's army down this road rather than the Quaker Road shown on Lee's maps. James Longstreet eventually rode after Magruder, and persuaded him to reverse course. This incident delayed Magruder's arrival to the battlefield for three hours. Huger, worried about clashing with Union forces while marching towards Malvern Hill, had also failed to manage his division effectively. He deployed two of his brigades, commanded by Brig. Gens. Lewis Armistead and Ambrose Wright, to perform a flanking maneuver around any Federals they found, to avoid the Union threat. Longstreet eventually notified Huger that he would be unobstructed by Federal forces if he marched to Malvern Hill. Huger, however, remained in place until someone from Lee's headquarters came to guide them to the battlefield. As noon drew near with no sight of either Huger or Magruder, who were supposed to be manning the Confederate right flank, Lee replaced these two forces with the smaller units of Brig. Gens. Armistead and Wright, two of Huger's brigades that had reached the battlefield some time earlier. Huger and his other two brigades (under Brig. Gens. Ransom and Mahone) were still too far north of the scene. Despite the mishaps and disunity, Malvern Hill would be the first time during the Seven Days Battles that Lee managed to concentrate his force. ## Opposing forces ### Union ### Confederate ## Battle ### Lee orders artillery crossfire Lee surveyed the left flank himself for possible artillery positions. After a reconnoitering expedition on the right flank, James Longstreet returned to Lee; the two compared their results and concluded that two grand battery-like positions would be established at the left and right sides of Malvern Hill. The converging artillery fire from the batteries, they reasoned, could weaken the Union line so a Confederate infantry attack could break through. If this plan did not work out, Lee and Longstreet felt the artillery fire would buy them time to consider other plans. With a battle plan in order, Lee sent a draft to his lieutenants, written by his chief of staff, Col. Robert Chilton. The orders were not well-crafted, however, since they designated the yell of a single charging brigade as the only signal of attack for a full fifteen brigades. Amid the tumult and clamor of battle, this was bound to create confusion. Moreover, Chilton's draft effectively left the attack solely at the discretion of Lewis Armistead, who had never before held command of a brigade during battle. The draft also did not note the time it had been written, which later caused confusion for Magruder. ### Failed Confederate barrage Beginning around 1 pm, Union artillery fired first, initially upon infantry in the woods, and later upon any Confederate artillery that attempted to move into firing position. On the Confederate left flank, two batteries from Whiting's division and one from Jackson's soon began firing from their position upon Darius Couch's division of the IV Corps, who were near the center of the Union line. This began a fierce firefight, with the Union's eight batteries and 37 guns concentrated against three Confederate batteries and sixteen guns. The Union fire silenced the Rowan Artillery and made their position untenable. The other two Confederate batteries, placed by Jackson himself, were in somewhat better positions, and managed to keep firing. Over a period of more than three hours, a total of six or eight Confederate batteries engaged the Union Army from the Confederate left flank, but they were usually engaged only one at a time. On the Confederate right flank a total of six batteries engaged the Federals, but they did so one-by-one instead of in unison, and each was consecutively cut to pieces by concentrated Union artillery fire. Moreover, they engaged the Union artillery later than the guns of the left flank, so the desired crossfire bombardment was never achieved. In all, the Confederate artillery barrage on both flanks completely failed to achieve its objectives. Confederate fire did manage to kill Capt. John E. Beam of the Union's 1st New Jersey Artillery, along with a few others, and several Federal batteries (though none that were actually engaged) had to move to avoid the fire. Although the barrage by Lee's forces did claim a few lives, Union forces remained unfazed and continued their fearsome barrage. Indeed, Union Army Lt. Charles B. Haydon supposedly fell asleep during the artillery fight. On both the left and right flanks, several of the batteries that did engage lasted no more than minutes before being rendered incapable of fire. Moreover, in a failure of command that, according to historian Thomas M. Settles, must ultimately be placed on Lee's shoulders, the movements of the two flanks were never coordinated with each other. D. H. Hill found the failure of the Confederate artillery discouraging and later dismissed the barrage as "most farcical". Meanwhile, the Union artillery fire was planned and directed nearly flawlessly. As historian Jennings Cropper Wise notes, Col. Hunt, McClellan's chief of artillery, continuously refocused Union fire on various fronts, in an "enormous sheaf of fire of more than 50 superior pieces, disabling four of Huger's and several of Jackson's batteries almost the instant they came into action". This severely hampered the Confederates' ability to respond effectively to the Federal barrage. The Union artillery subdued a number of the Southerners' batteries; those few that remained attacked piecemeal, and failed to produce any significant result. ### Confederate infantry assaults Intense Confederate and especially Union artillery fire continued for at least an hour, slackening at about 2:30 pm. At about 3:30 pm, Lewis Armistead noticed Union skirmishers creeping towards his men where the grand battery on the Confederate right flank was, nearly within rifle range of them. Armistead sent three regiments (about half of his brigade) from his command to push back the skirmishers, thus beginning the infantry part of the battle. The skirmishers were repelled quickly, but Armistead's men found themselves in the midst of an intense Union barrage. The Confederates decided to nestle themselves in a ravine along the hill's slant. This position protected them from the fire, but pinned them down on the slopes of Malvern Hill, unsupported by either infantry or artillery. They did not have enough men to advance any further and retreating would have put them back into the crossfire. #### Magruder's charge Not long after the advance of Armistead's regiments, John Magruder and his men arrived near the battlefield, albeit quite late because of the confusion regarding the names of local roads—by this time, it was 4 pm. Magruder was told at that morning's war council to move to Huger's right, but he was unaware of Huger's position, and sent Major Joseph L. Brent to locate Huger's right flank. Brent found Huger, who said he had no idea where his brigades were. Huger was noticeably upset that his men had been given orders by someone other than himself; Lee had told Huger's two brigades under Armistead and Ambrose Wright to advance to the right part of the Confederate line. Upon hearing of this, Magruder was quite confused. He sent Capt. A. G. Dickinson to find Lee and inform him of the "successful" charge of Armistead's men and request further orders. Contrary to this message, Armistead was in fact pinned down halfway up Malvern Hill. At the same time, Whiting sent Lee an incorrect report that Union forces were retreating. Whiting had mistaken two events for a Federal withdrawal—the movement of Edwin Sumner's troops, who were adjusting their position to avoid the Confederate fire, and the relaxing of Union fire on his side, which was actually the Union artillery concentrating their firepower to a different front. Whiting and Magruder's erroneous reports led Lee to send a draft of orders to Magruder via Dickinson: "General Lee expects you to advance rapidly", wrote Dickinson. "He says it is reported that the enemy is [retreating]. Press forward your whole line and follow up Armistead's success." Before Dickinson returned with these orders, Magruder was belatedly handed the order sent out three hours previously (at 1:30 pm) by Chilton. Since no time was affixed to the text of the orders, Magruder was unaware that these orders had been rendered meaningless by the failure of the Confederate artillery during the past few hours, and believed he had received two successive orders from Lee to attack. Believing himself bound by Lee's order to charge, but with his own brigades not yet in attacking position, Magruder mustered some five thousand men from Huger's brigades, including those of Ambrose Wright and Maj. Gen. William Mahone and half of the men from Armistead's brigade who were caught in the open battlefield. Magruder had also sent for Brig. Gen. Robert Ransom, Jr., also under Huger's command, who noted that he had been given strict instructions to ignore any orders not originating from Huger, and apologetically said he could not help Magruder. Magruder additionally ordered men under his personal command—three regiments of Brig. Gen. Howell Cobb's brigade, plus Col. William Barksdale's full brigade—to the attack. Because of the confusion regarding Quaker Road, however, these brigades were not yet near enough to do more than move into supporting position, and Magruder wanted to attack immediately. Despite this, under Magruder's order at about 5:30 pm, Wright's brigade with Armistead's, then Mahone's brigade, started darting out of the woods and towards the Union line. The artillery of the Confederate left flank, under Jackson's personal command, also renewed their barrage with the late arrival of two batteries of Richard Ewell's division. The Confederates were initially engaged solely by Union sharpshooters, but the latter quickly fell back to give their own artillery a clear field of fire. Antipersonnel canister shot was employed with deadly effect. Wright's men were pinned down in a small depression on the rolling hillside, to the right of Armistead's; Mahone's were driven back into retreat in about the same area. At some point during the first wave of assaults, Cobb moved into close supporting position behind Armistead. Barksdale's men were also supporting, to the left of Armistead. The firefight also alerted the three Union boats on the James—the ironclad USS Galena, and the gunboats USS Jacob Bell and USS Aroostook—which began lobbing missiles twenty inches (510 mm) in length and eight inches (200 mm) in diameter from their position on the James River onto the battlefield. The explosions and impacts of the gunboat fire impressed the Confederate troops, but the guns' aim was unreliable, and the large shells did considerably less damage than might have been expected. #### Hill's charge D. H. Hill had been discouraged by the failure of the Confederate artillery, and asked Stonewall Jackson to supplement Chilton's draft. Jackson's response was that Hill should obey the original orders: charge with a yell after Armistead's brigade. No yell was heard for hours, and Hill's men began building bivouac shelters to sleep in. Around 6 pm Hill and his five brigade commanders had assumed that the lack of a signal meant their army would not attempt any assault. They were conferring together about Chilton's order when they heard yells and the commotion of a charge from their right flank, roughly where Armistead was supposed to be. Hill took the yell as the signal and shouted to his commanders, "That must be the general advance. Bring up your brigades as soon as possible and join in it." D. H. Hill's five brigades, with some 8,200 men, had to contend with the dense woodlands around the Quaker Road and Western Run, which destroyed any order they may have had. Men advanced out of the woods towards the Union line in five separate, uncoordinated attacks, and each brigade charged up the hill alone: "We crossed one fence, went through another piece of woods, then over another fence [and] into an open field on the other side of which was a long line of Yankees", wrote William Calder of the 2nd Regiment, North Carolina Infantry. "Our men charged gallantly at them. The enemy mowed us down by fifties." Some brigades in Hill's division made it close enough to exchange musket fire and engage in hand-to-hand combat, but these were driven back. The artillery response on the Federal side to Hill's charge was particularly withering, and soon, Hill's men needed support just to hold their ground. In Extraordinary Circumstances: The Seven Days Battles, Brian K. Burton called Hill's charge "unnecessary and costly". The successive assaults of Hill's brigades on the well-entrenched Federals were short-lived, and achieved little. #### Final assaults Preceding attacks by Lee's army had done barely anything to accomplish Confederate objectives, but this did not deter Magruder, who rode back and forth across the battlefield, calling for reinforcements and personally launching unit after unit into a charge of the Union line. At this point, men who had always been directly under Magruder's command began to join the battle. Magruder first encountered some units of Brig. Gen. Robert Toombs. With Toombs's brigade widely dispersed, the individual units Magruder found were not with Toombs himself. Magruder personally led the men in a short-lived charge, followed by a disordered retreat. Other units nominally under Toombs's command appeared, charged and retreated at various times throughout the next few hours, with little or no organization. The brigades of Col. George T. Anderson and Col. William Barksdale emerged from the woods to the right of Toombs, but as they did so, Anderson's men also became separated, as the left side outpaced the right. This created an advance with two of Anderson's regiments on the far Confederate left next to Toombs, Barksdale's men in the middle, and three more Anderson regiments on the far right, near the remnants of Wright and Mahone. Anderson's right flank charged, but made it no farther than the foot of the hill before breaking and retreating under a hail of antipersonnel artillery. Anderson's left flank never charged. Barksdale's brigade charged at roughly the same time, and made it considerably farther up the hill, engaging the Union infantry of Brig. Gen. Daniel Butterfield in a firefight that lasted more than an hour. Lee received Magruder's calls for reinforcement and instructed Huger to let Ransom go support the men trapped on the field of battle. He also sent orders to the brigades of Brig. Gens. Joseph B. Kershaw and Paul Jones Semmes, in Maj. Gen. Lafayette McLaws's division within Magruder's command. Robert Ransom's unit, after they finally showed up with Huger's permission, first attempted to charge straight up the hill, following the path of other Confederate brigades attempting to aid Magruder. When this proved useless, Ransom ordered them to regroup in the woods to the Confederate right, march double-time a half a mile in a hook to the right around all the other Confederate units and attack the far Union western flank. While Ransom was angling west, Jackson responded to a request for reinforcement from D. H. Hill by sending forward brigades from his own command to move from the east into the area where D. H. Hill had attacked. From his own division Jackson sent Brig. Gens. Alexander Lawton and Charles S. Winder, and from Ewell's division, Brig. Gen. Isaac R. Trimble and Cols. Leroy A. Stafford and Jubal Early. Brig. Gen John R. Jones was wounded in the hand and command of his brigade went to Lt. Col Richard Cunningham of the 48th Virginia, who had commanded the brigade a few days earlier while Jones was on sick leave. Ransom's men managed to come closer to the Union line than any Confederates that day, guided by the flashing light of the cannons amidst an encroaching darkness; however, George Sykes's artillery repelled that attack. The brigades of Kershaw and Semmes, sent earlier by Lee, arrived to the front while Ransom was moving to attack in another position. Semmes and Kershaw were quickly sent in; they too were repulsed not long after. Semmes was west of the junction of Carter's Mill Road and Willis Church Road, in the vicinity of Barksdale, Mahone and Wright. Semmes made the final charge of the day west of these roads, and like the charges before, it was to little effect. Kershaw angled east, in the area where Toombs, Anderson and Cobb had attacked. This was an area of great confusion. Kershaw's troops arrived ahead of all the reinforcements sent by Jackson, and took fire from both friendly and hostile forces: from Confederates behind them firing wildly and Federals in front firing effectively. Kershaw's men retreated in rout. The brigades behind Kershaw charged incoherently, with some men pushing forward, and others getting separated from their units or confused when they encountered groups of retreating Confederates. Disorganized, retreating soldiers from various units were so numerous they slowed Jackson's men to nearly a standstill. Jackson's unit commanders attempted to organize their various regiments and rally the retreaters to join in, but it was all to very little effect. A few units fought fiercely against Union infantry and artillery. In particular, three regiments of Barlow's brigade made it close enough to Union lines to engage in hand-to-hand combat with the troops of Brig. Gen. Daniel Sickles before being driven back. As the sun was starting to go down, Brig. Gen Isaac Trimble began to move his brigade forward. Stonewall Jackson asked him what he was planning to do. "I am going to charge those batteries, sir!" Trimble answered. "I guess you'd better not try it. General D.H. Hill has just tried with his entire division and been repulsed. I guess you'd better not try it," Jackson replied. Night was falling, however, and eventually all these troops were ordered to merely hold their positions without charging. In the end, the charges of Semmes and Kershaw were the last coherent Confederate actions, and neither was successful. Brig. Gen. Porter summed up the Confederate infantry charges at Malvern Hill this way: > As if moved by a reckless disregard of life equal to that displayed at Gaines' Mill, with a determination to capture our army, or destroy it by driving us into the river, brigade after brigade rushed at our batteries, but the artillery of both Morell and Couch mowed them down with shrapnel, grape, and canister, while our infantry, withholding their fire until the enemy were in short range, scattered the remnants of their columns, sometimes following them up and capturing prisoners and colors. With the infantry part of the battle over, Union artillery continued to boom across the hill. They stopped firing at 8:30 pm, leaving a wreath of smoke upon the crest's edge, and ending the action on Malvern Hill. ## Aftermath ### Casualties The human toll of the Battle of Malvern Hill and the Seven Days Battles was shown clearly as both capitals, Washington and Richmond, set up numerous provisional hospitals to care for the dead, wounded and missing. Ships sailed from the Peninsula to Washington carrying the wounded. Richmond was nearest to the battlefields of the Seven Days, and the immense number of casualties overwhelmed hospitals and doctors. People from about the Confederacy descended upon Richmond to care for the conflict's casualties. Graves could not be dug quickly enough. The Confederates counted some 5,650 casualties. Some 30,000 Confederates engaged that day, though several thousand more endured the Union shelling. Whiting's unit suffered 175 casualties in the Malvern Hill conflict, even though they had limited involvement in the assaults. Charles Winder's brigade of just over 1,000 men suffered 104 casualties in their short involvement in the battle. D. H. Hill spent days removing the wounded, burying the dead and cleaning up the battlefield, with help from Magruder and Huger's units. One of D. H. Hill's brigades lost 41% of its strength at Malvern Hill alone. He later estimated that more than half of all the Confederate killed and wounded at Malvern Hill were as a result of artillery fire. Two Confederate generals were wounded, Brig. Gens George B. Anderson and John R. Jones. No Union officers above the regimental level were killed or wounded. ### Reasons for outcome The battle on Malvern Hill was a resounding Union tactical victory. The victory was due in no small part to Henry Hunt, the Union chief artillerist, who did proficient work in accumulating and concentrating the Union guns. Troop placement before the battle by the army's principal topographical engineer, Col. A. A. Humphreys, was also carried out capably. The ground on Malvern Hill was used effectively and the Union line had depth with a healthy amount of rested troops available to defend it. Fitz John Porter, the de facto commander for the day, played an important role in this. He posted his men well on June 30, and stationed reinforcements near to the Union line. Darius Couch, whose forces comprised half of the Union center, positioned his reinforcements skilfully as well and cooperated with George Morell, whose units formed the other part of the Union middle. The infantrymen performed well also. As Brian K. Burton notes, "[the infantrymen] stayed behind the guns most of the time and did not advance too far during countercharges. This behavior allowed the gunners a clear field of fire." Furthermore, if more of anything was needed, infantry or artillery, it was available. At the forefront of the Union victory, however, was the overwhelming firepower of their artillery, as later accounts by soldiers from both armies repeatedly attested. A number of shortcomings in planning and execution contributed to the debacle suffered by the Confederates. The Confederate brigade leaders performed well, with the exception of a few minor instances; Burton surmises that the blame of July 1 must lie with the overall commanders. Longstreet was overconfident about the artillery strategy, which proved less effective than it could have been largely because of problems gathering the artillery for the assault. The Confederate practice of moving artillery with individual units instead of in one mass and the difficult terrain surrounding Malvern Hill contributed to this issue. A potential solution to this problem lay with Brig. Gen. William N. Pendleton's fourteen batteries in reserve. However, Lee's headquarters never contacted Pendleton, who spent July 1 "await[ing] events and orders, in readiness for whatever service might be called for." These orders never came, and Pendleton's batteries went unused. Magruder might also share in the blame; his late arrival to the battlefield was caused by bad maps and faulty guides. Since Magruder received Chilton's draft late in the day, and with no time attached to it, there was no way for him to determine the relevance of the order. Burton suggests that Magruder cannot be reasonably blamed for his attacks on the Union line: he was responding to Lee's orders and did initially try to form a unified attack on the Union line. Finally, Magruder was riding back and forth across the battlefield, making it difficult for him to be found by junior officers seeking guidance. Several other factors may have played into the Confederate repulse, including Theophilus Holmes's refusal to participate in the battle, dismissing any notion of actively engaging the enemy. Lee's part in the Confederate defeat at Malvern Hill has been criticized by historians. Though he put rested troops on the field and accepted Longstreet's suggestions, which did not commit him to a charge, Lee himself was not present on the battlefield to observe the fighting. Historian Stephen Sears points out that Lee's ineffective communication with his generals and apparent failure to write his own communications to his brigadier generals (instead leaving orders open to interpretation) may have contributed to the defeat. Lee could also have countermanded Chilton's orders when it became apparent they were fruitless, or verified the "success" of Armistead. Consequently, Lee must also share blame in the repeated lack of coordination of attacks throughout the day. ### Subsequent events Despite the strength of Malvern Hill, as demonstrated in the battle, McClellan felt he needed to continue with his planned withdrawal to Harrison's Landing, to Fitz John Porter's chagrin. Porter felt the Army of the Potomac should remain atop the hill or perhaps even continue their advance to Richmond. McClellan however insisted that Confederate troops greatly outnumbered his own, felt he could not protect Harrison's Landing from his current position at Malvern Hill, and feared being cut off from his supply depot. McClellan's mentality prevailed. The Union batteries and McClellan's engineers began moving to Harrison's Landing soon after the end of the Battle of Malvern Hill. Starting at about 11 p.m. unit after unit began to follow. Within hours, nearly all of McClellan's Army of the Potomac was marching towards Harrison's Landing. Once the last of these men had crossed the Turkey Island Bridge, they destroyed the bridge and felled trees over it to stymie any pursuit, leaving the James River between the Union and Confederate armies. The areas around Malvern Hill hosted much of Lee's army the night after the battle. Some of the Confederates were close enough to hear the sounds made by the Army of the Potomac retreating under cover of darkness, and see the lanterns of Northerners helping their wounded. The day after the Battle of Malvern Hill, Lee and Stonewall Jackson met President Jefferson Davis at Poindexter farm. They considered immediately pursuing McClellan; however, in view of the rain and confusion, Davis and Lee deemed large-scale pursuit of McClellan's army too risky. Jackson disagreed, saying, "They have not all got away if we go immediately after them." Jackson even had the bodies of the dead moved so his soldiers had a clear line of attack when pursuing McClellan. However, Davis and Lee thought it necessary to rest the army. They did not completely rule out a pursuit though; Lee even ordered J. E. B. Stuart to reconnoiter McClellan's position for future attacks. Lee ordered Theophilus Holmes to move to Drewry's Bluff, and decided to keep the men on Malvern Hill through July 3 to forestall any potential Union attack against that location. On July 4, 1862, Lee's men began marching towards Harrison's Landing. He made his headquarters a few miles north of Evelington Heights, a sixty-foot (18 m) elevation approximately thirteen miles (21 km) from Harrison's Landing, and stayed nearby with his army for several days, searching for weaknesses in the Union line at the heights that might allow for an attack. No weakness presented itself though, and by the end of July 8, the entire Army of Northern Virginia, save for cavalry stations and picket forces, was back near Richmond. The Peninsula Campaign was over. ### Reactions and effects Despite the defeat on Malvern Hill, the Seven Days Battles accomplished the original Confederate goal of removing any direct threat to Richmond from the Union Army. The three newspapers in Richmond exulted in this strategic victory and lionized Robert E. Lee as a national hero: "No captain that ever lived," opined the Richmond Dispatch, "could have planned or executed a better plan." Similarly, Confederate Navy Secretary Stephen Mallory said, "the Great McClelland [sic] the young Napoleon now like a whipped cur lies on the banks of the James River crouched under his Gun Boats." Throughout Richmond and the once-beleaguered South, there was a triumphant mood, and scant attention was paid to the flaws in Lee's tactics or execution. Lee was not exultant, but "deeply, bitterly disappointed" at the result. "Our success has not been as great or complete as we should have desired", Lee wrote to his wife. In his official report, he wrote, "Under ordinary circumstances, the Federal Army should have been destroyed." The North Carolinian D. H. Hill shared Lee's bitterness, and wrote that the "blood of North Carolina poured like water". In a post-war article he wrote that the battle "was not war; it was murder." Lee did not distribute blame for the failure to reach his desired result, but there were repercussions. Several commanders were reassigned, including Theophilus Holmes and John Magruder, and his army was reorganized into two wings, one under Stonewall Jackson and another under James Longstreet. Further, Confederate artillery would now be moved in battalion-sized units, at the head of Confederate columns. In McClellan's case, his success on Malvern Hill was overshadowed by his overall defeat in the Seven Days Battles. The Northern public met McClellan's defeat with despondency, and his reputation was tarnished. Some of McClellan's soldiers voiced their continued confidence in him. Such opinions were not unanimous, however; one of McClellan's engineers, Lt. William Folwell, wondered why "they deify a General whose greatest feat has been a masterly retreat." A similar opinion was shared by many others in the rank and file of the Union military. Some in politics also abandoned the Democratic McClellan. He was also accused of being on the Galena during the Battle of Malvern Hill, and newspapers and tabloids around the country heaped scorn on him for this, especially when he ran for president in 1864. President Lincoln was also losing faith in McClellan. On June 26, the day of Lee's first offensive during the Seven Days, the Army of Virginia was formed and the command given to Maj. Gen. John Pope. While McClellan was at Harrison's Landing, parts of his Army of the Potomac were continuously reassigned to Pope. Pope and his Army of Virginia left for Gordonsville, Virginia on July 14, setting the stage for the subsequent Northern Virginia Campaign. In his Battle-Pieces publication, Herman Melville penned a poem about the battle, titled with the same name as the hill on which it was fought. In the poem, Melville questions the elms of Malvern Hill of whether they recall "the haggard beards of blood" the day of the battle. ## Battlefield preservation The battlefield at Malvern Hill is credited by the National Park Service as being "the best preserved Civil War battlefield in central or southern Virginia". Most recent preservation efforts there have been the consequence of cooperative efforts between Richmond National Battlefield Park and the American Battlefield Trust, formerly known as The Civil War Trust. The American Battlefield Trust and its land preservation partners have acquired and preserved 1,441 acres (5.83 km<sup>2</sup>) of the battlefield in more than six transactions from 1994 through November 2021. Its efforts have been bolstered by the Virginia Land Conservation Fund, the Association for the Preservation of Virginia Antiquities, and officials from Henrico County. Most of this tract wraps around the intersection of Willis Church Road and Carter's Mill Road. The land includes the starting point for the Confederate assaults on the day of the battle, the Willis Church Parsonage, the ruins of which remain visible today. Recent preservation efforts include the acquisition of the Crew house in 2013. As of 2005, the National Park Service reported that 1,332.5 acres (5.392 km<sup>2</sup>) of land was protected on and around Malvern Hill to preserve the battlefield. (More land has been acquired and preserved since then by the American Battlefield Trust as per citation 114). Driving and walking tours, among other services, are offered at the site. In August 2016, the 871-acre Malvern Hill Farm was listed for sale for \$10.6 million by the descendants of William H. Ferguson Sr. (1885–1984). It was purchased by the non-profit Capital Region Land Conservancy (CRLC) in February 2018 for \$6.6 million. CRLC subsequently recorded conservation easements to protect 465 acres with the Virginia Department of Historic Resources and 25 acres with the Virginia Outdoors Foundation. Portions of the property were then gifted to Henrico County for the future site of an open space area for education and passive recreation as well as the James River Association for a canoe and kayak launch into Turkey Island Creek, which flows into the James River at Presquile National Wildlife Refuge. Capital Region Land Conservancy is holding the remaining 380 acres to be included into the National Park Service Richmond National Battlefield Park. ## See also - List of American Civil War battles - List of costliest American Civil War land battles - List of Virginia Civil War units - Richmond in the Civil War - Troop engagements of the American Civil War, 1862 - Virginia in the American Civil War
37,856,051
Three-cent silver
1,156,616,102
US three-cent coin (1851–1873)
[ "1851 introductions", "Three-cent coins of the United States" ]
The three-cent silver, also known as the three-cent piece in silver or trime, was struck by the Mint of the United States for circulation from 1851 to 1872, and as a proof coin in 1873. Designed by the Mint's chief engraver, James B. Longacre, it circulated well while other silver coinage was being hoarded and melted, but once that problem was addressed, became less used. It was abolished by Congress with the Coinage Act of 1873. After a massive importation of gold bullion during the California Gold Rush, silver could be traded for increasing amounts of gold, so U.S. silver coins were exported and melted for their metal. This, and the reduction of postage rates to three cents, prompted Congress in 1851 to authorize a coin of that denomination made of .750 fine silver, rather than the conventional .900. The three-cent silver was the first American coin to contain metal valued significantly less than its face value, and the first silver coin not to be legal tender for an unlimited amount. The coin saw heavy use until Congress acted again in 1853, making other silver coins lighter, which kept them in circulation. Congress also lightened the three-cent silver, and increased its fineness to 900 silver. With the return of other denominations to circulation, the three-cent silver saw less use, and its place in commerce was lost with the economic chaos of the American Civil War, which led to hoarding of all gold and silver coins. A three-cent piece in copper-nickel was struck beginning in 1865, and the three-cent silver saw low mintages for its final decade before its abolition. The series is not widely collected, and the pieces remain inexpensive relative to other U.S. coins of similar scarcity. ## Background Although the Mint of the United States had been striking silver coins since the 1790s, they did not always circulate due to fluctuations in the price of the metal. In 1834, for example, half dollars sold on the market at a premium of one percent. The U.S. was then on a bimetallic standard, and though Congress had slightly overvalued silver with respect to gold, enough Mexican silver flowed into the country to produce a rough equilibrium. By early 1849, most of the silver coins in circulation were small coins of the Spanish colonial real, including the "levy" (one real) and "fip" (half real). The levy and fip often passed for twelve and six cents respectively in the Eastern U.S. The mint accepted them as payment at a slightly lower figure, but even so, lost money on the transactions as many of the pieces were lightweight through wear. The odd denominations of the levy and fip were a convenience, allowing payment or change to be made without the use of cents, which were at that time large, made of copper, and not accepted by the government as legal tender due to their lack of precious metal. In the Western U.S., the levy and fip were accepted as the equivalent of the silver dime and half dime, although the Spanish pieces contained more silver. ## Inception Bullion from the California Gold Rush and other discoveries came to the Eastern U.S. in considerable quantities beginning in 1848. By the following year, the price of gold relative to silver had dropped, making it profitable to export American silver coins, sell them as bullion, and use the payment in gold to buy more U.S. coins. Silver coins consequently vanished from circulation, meaning the highest-value American coin actually circulating that was worth less than the quarter eagle (\$2.50 piece) was the half-dollar-sized copper cent, which saw no use in much of the country because of its lack of legal tender status. Early in 1849, Congress authorized a gold dollar to help bridge the gap. Spanish silver coins were the bulk of what was left in commerce for small change, although there was disagreement as to the value to be assigned to them. Additionally, they were often heavily worn, reducing their intrinsic worth at a time when Americans expected coins to contain metal worth the value assigned to them. In 1850, New York Senator Daniel S. Dickinson introduced legislation for a three-cent piece in .750 fine silver, that is, three parts silver to one part copper (American silver coins were then .900 fine). He proposed to offer it in exchange for the Spanish silver, which would be valued at eight reals to the dollar for the purpose, higher than the going rate. The new coin would weigh three-tenths as much as the dime, but the debasement of the silver would compensate the government for the losses it would take in redeeming the underweight, worn Spanish coins. The three-cent denomination was chosen as it coordinated well with the six and twelve cent values often assigned the fip and levy. The House of Representatives instead considered legislation to reduce the valuation of the Spanish coins to ten cents per real, and to strike a twenty-cent piece, of .900 silver, to facilitate the exchange. Neil Carothers, in his book on small-denomination American money, suggests that the House's plan would have resulted in the Spanish coins staying in circulation, and any twenty-cent pieces issued being hoarded or melted. No legislation passed in 1850, which saw continued export of America's silver coinage. Impetus for the passage of a three-cent coin came when Congress, in January 1851, considered reducing postage rates from five cents to three. In 1849, House Committee on Ways and Means chairman, Samuel Vinton, had written to Mint director Robert M. Patterson that his committee was considering both reducing the postage rate and instituting a three-cent coin. Although no legislative action was then taken, Patterson had the mint prepare experimental pattern coins. The House committee proposing the 1851 bill included Dickinson's three-cent piece, and provided that it be legal tender up to 30 cents. When the bill was debated in the House on January 13, 1851, New York Congressman William Duer indicated that he felt both coin and stamp should be denominated at 21⁄2 cents, and his fellow New Yorker, Orsamus Matteson, offered an amendment to that effect. The amendment failed, as did every other attempt to change the legislation, including Dickinson's plea, in the Senate, to restore the requirement that the new coin be used to retire some of the Spanish silver. The bill passed both houses, and became the Act of March 3, 1851 when President Millard Fillmore signed it. Carothers pointed out the precedent-setting nature of the legislation, the first to authorize an American silver coin containing an amount of metal worth considerably less than its face value: > This almost forgotten statute is one of the most significant measures in American currency history. After resisting for sixty years every attempt to introduce any form of fiduciary silver coinage, Congress adopted a subsidiary silver coin as an adjunct to the postal service, without realizing that the first step had been taken in the relegation of silver to the status of a subordinate monetary material. The new piece was the first silver coin in the history of the United States that was not legal tender for an unlimited amount. Subsidiary coinage had been established, but in a trivial way, by an unworkable law, and at a time when the entire silver currency was flowing out of the country. ## Preparation In addition to striking the pattern coins in 1849, officials at the Philadelphia Mint continued to experiment with three-cent silvers. The matter was caught up in ongoing conflict between Mint chief coiner Franklin Peale, and the chief engraver, James B. Longacre, who each prepared designs. Peale produced a coin depicting a Liberty cap, based on a design prepared by Longacre's late predecessor, Christian Gobrecht, in 1836. Longacre prepared a design similar to the coin that was eventually released. On March 2, 1851, the day before the legislation was passed, Longacre, with the reluctant permission of Patterson (a Peale ally) sent Treasury Secretary Thomas Corwin samples of his proposed three-cent piece, along with a letter explaining the symbology. Patterson preferred Peale's design, but recommended Longacre's for approval on the ground that it was in lower relief. Patterson, writing to Corwin on March 7, indicated that if the three-cent were struck in .900 silver, it would be hoarded, but as the silver in the .750 pieces was worth only two and a half cents, the Mint would profit via seignorage from coining the new pieces. Patterson also suggested that the New Orleans Mint could be used to strike the new coin. Despite the provision of the Mint Act of 1837 entrusting Longacre, by virtue of his office, with responsibility for preparing dies, Peale prepared his own and ran off some sample three-cent pieces. Both types of pattern coin were sent by Patterson to Corwin on March 25, 1851, with the Mint director's recommendation that the chief engraver's design be selected. The next day, acting Treasury Secretary William L. Hodge approved Longacre's design. Knowing there was a large demand for the new coins, Patterson thought it best to build up a stock of 500,000 before beginning distribution. ## Design Art historian Cornelius Vermeule, in his book on American coins and medals, considered the silver three-cent piece one of the ugliest U.S. coins, though it "has the redeeming feature of delicate workmanship". Dennis Tucker, head of Whitman Publishing, in 2016 described the coin as "something of a 'Sarah plain and small'." Congress had required, in the authorizing act for the three-cent silver, that the piece bear a design distinct from both the gold dollar and the other silver coins. As Longacre wrote in his letter to Corwin of March 2, 1851, > On so small a coin it is impossible that the device can be at once conspicuous and striking unless it is simple—complexity would defeat the object. For the obverse I have therefore chosen a star (one of the heraldic elements of the National crest) bearing on its centre the shield of the Union, surrounded by the legal inscription and date. For the reverse I have devised an ornamental letter C embracing in its centre the Roman numeral III, the whole encircled by the thirteen stars. Longacre's original design for the reverse (type 1) was altered when the fineness of the coin was increased in 1854, to aid the public in distinguishing between them. For the type 2 and type 3, (the reverses of which are identical, the only differences between the two types are on the obverse) an olive sprig, a symbol of peace, was added over the III, and a bundle of three arrows, a symbol of war, below it. The arrows are bound by a ribbon. ## Production ### Type 1 (1851–1853) According to numismatic historian Walter Breen, "the new 3¢ coins were minted in large quantities, went immediately into circulation, and stayed there". Despite mechanical difficulties in striking so small a piece, a total of 5,446,400 were struck at Philadelphia in 1851, and 720,000 at New Orleans—the latter would prove the only mintage of three-cent pieces outside Philadelphia. The coins were shipped directly to post offices for use with stamps. Members of the public who wanted pieces were refused them by mint officials, who advised would-be purchasers to seek them at treasury depository branches. The small size of the coins, which were dubbed "fish scales", was disliked as they were easily lost. The mint used them to redeem some of the Spanish silver, but the bulk of those foreign coins remained in circulation. A shopper paying for a small purchase with a gold dollar might receive fifteen or so three-cent pieces and the remainder in badly worn fips and other small silver coins. One Philadelphia newspaper reported, derisively, that merchants were reduced to giving ladles full of three-cent pieces in change for a five-dollar banknote. Silver coins continued to flow out of the U.S. in 1852, and the three-cent silver saw its highest mintage, 18,663,500, all from Philadelphia. The value of these pieces was larger than that of all other silver coins struck by the mints in 1852. The chaotic state of commerce, with no circulating federal coin valued between the three-cent piece and gold dollar, was a source of concern, and mint officials and congressmen corresponded in 1852 concerning a reduction in weight of silver coins such as the half dime and half dollar. Congress at last responded by laws passed on February 21, 1853 and March 3, 1853. These reduced the weight of all silver coins except for the silver dollar. The three-cent piece had its weight reduced from .8 grams to .75, but its fineness increased to .900. Although the other reduced-weight silver coins were given legal tender limits of five dollars, that of the three-cent piece remained at thirty cents. Carothers theorized, "Congress, probably realizing that the 3 cent piece was a misfit at best, preferred to leave it with a discordant legal tender value". Pursuant to these congressional acts, mintage of the type 1 three-cent silver stopped on March 31, 1853. These changes to the silver coinage alleviated the problem of small change, as the new lightweight coins remained in circulation and were not then hoarded. ### Type 2 (1854–1858) The shift to .900 silver for the three-cent silver was intended to help drive the Spanish coins out of circulation. Longacre made changes to both sides of the three-cent silver, engraving a triple line around the star on the obverse and adding an olive branch and bunch of arrows to the reverse. These parallel changes were made to the other silver coins of less than a dollar to distinguish the new, lighter coins from the old. Since it was more urgent to complete work on the modifications to silver coins such as the half dollar and quarter, Longacre left the three-cent piece for last, and did not complete work on the coin until late 1853. The new treasury secretary, James Guthrie, approved the changes on November 10. Starting with 1854, small quantities of proof coins were struck and apparently distributed in sets with the other silver coins. Beginning in 1858, Mint director James Ross Snowden made the proof sets available to the general public. The 1853 acts had prohibited the mint from buying silver from the public. Since the silver dollar was heavy relative to its value, little silver was presented for striking into that piece. As the statutes did not permit the public to deposit silver and receive it back in the form of subsidiary silver coins (the three-cent piece through half dollar), this effectively placed the U.S. on the gold standard. Despite the statutes, in 1853 and 1854, Snowden had the mint purchase large quantities of silver bullion at a fixed price, generally above the market rate, and struck it into coin. Since the subsidiary coins were only legal tender to five dollars, and could not be redeemed for gold, this led to a glut of silver coins in commerce. This oversupply, which persisted through 1862, led to lower mintages of silver coins in the mid-1850s, including the three-cent piece. The largest mintage for the type 2 three-cent silver was in 1858, when 1,603,700 were struck for circulation. ### Type 3 (1859–1873) Although there is no archival evidence, Breen theorized that in 1858 Snowden ordered Longacre to make changes to improve striking quality, as most type 2 pieces were weakly struck. The changes include removal of one of the outlines around the star, with smaller and more evenly spaced lettering. Breen suggested that the lettering displays the influence of Assistant Engraver Anthony C. Paquet, who likely assisted Longacre. These changes only affected the obverse; the reverse was not altered. The economic chaos of the civil war brought the introduction of legal tender notes, backed only by the credit of the government, and by mid-1862, gold and silver coins had vanished from circulation in much of the nation, their place taken by such makeshifts as fractional currency and postage stamps. The three-cent silver remained in circulation longer than the other silver coins, apparently because the public thought it was still made of debased silver, but by the autumn of 1862, it too was hoarded. With little point to issuing coins that would not circulate, mintage of the three-cent silver dropped from 343,000 in 1862 to 21,000 in 1863, a figure that would be exceeded only once (22,000 in 1866) during the rest of the series. In March 1863, Treasury Secretary Salmon P. Chase wrote in a letter that the three-cent silver had entirely vanished from circulation, and suggested that it be issued in aluminum to avoid hoarding. Congress began the task of restoring federal coins to circulation in 1864 with a two-cent piece in bronze, and by authorizing a three-cent piece in copper-nickel the following year. In 1866, it authorized a five-cent piece in the latter alloy, the nickel, as it has come to be known. With the three-cent silver effectively replaced by base-metal pieces, it did not share in the increased mintage of silver coins that began in 1868. The three-cent silver was struck at the rate of a few thousand per year into the 1870s. In 1870, Treasury Secretary George Boutwell sent Congress a draft bill to replace the outdated 1837 Mint Act and the bits of legislation passed over the years regarding the mint and coinage. Even in the draft bill, no provision was made for the three-cent silver, though some in Congress wished to retain the coin in anticipation of the resumption of specie payments. After much debate in Congress, President Ulysses S. Grant signed the Coinage Act of 1873 on February 12 of that year. The law abolished the two-cent piece, three-cent silver, half dime, and standard silver dollar (later restored in 1878). Carothers called the abolition of the silver three- and five-cent pieces "a necessity if the 3 cent and 5 cent nickel pieces were to be continued after the revival of silver coinage". Breen deemed the decision to eliminate the silver three-cent piece and the half dime, which might have directly competed with the two copper-nickel coins, a favor to industrialist Joseph Wharton, whose mines produced much of the nickel ore used in coinage. According to numismatist R. W. Julian, the three-cent silver "had played its part well in the U.S. monetary system, but there was no longer any need for it". ## Aftermath Large quantities of the three-cent silver, including much of the production from 1863 and later, were held by the treasury and were melted after the coin was deauthorized. The three-cent nickel went the way of its silver counterpart. After years of low mintages and decreasing popularity, it was abolished by the Act of September 26, 1890 along with the gold dollar and three-dollar piece. The three-cent silver was confirmed as fully legal tender by the Coinage Act of 1965, which proclaimed all coin and currency of the United States good to any amount for payment of public and private debt. By then, that coin had long since disappeared from circulation. ## Collecting According to Kevin Flynn and Winston Zack in their book on the three-cent silver, "Lower interest [in that piece] means that it is the type of coin [on] which you can find great deals on pricing, even on dates in which rarity is high." According to R. S. Yeoman's A Guide Book of United States Coins, published in 2017, the ones that catalog the highest are the proof issues from before 1858, with the 1854 issue leading the way, listed at \$12,000. Not listed is the 1851 proof three-cent silver, of which only one is known, which was last sold in 2012 for \$172,500, and once formed part of the Louis Eliasberg collection. Flynn and Zack theorize that this was the specimen viewed by Hodge in approving Longacre's design, as there is no record of its return to the Philadelphia Mint. The 1873 coin, the final issue, was struck in proof only, and is listed at between \$825 and \$2,000, depending on condition. Most U.S. coins of that year were struck with a "close 3" in the date, and, following a complaint that the 3 too closely resembled an eight, an "open 3" variety. The three-cent silver exists only as a close 3. Of coins struck for circulation, Yeoman's highest listings are for the 1868, at \$11,000 in near pristine MS-66 condition. Yeoman lists all three-cent pieces before 1863 at \$40 in worn G-4 condition, except the 1851 through 1853 at Philadelphia (\$25). All three-cent pieces from 1863 to 1872 are less valuable in proof than in uncirculated MS-63 condition. Much of the mintage of later dates were melted by the Mint after the end of the series. ## Mintages and rarity The mint mark appears on the reverse, to the right of the III, in the opening of the C that encloses it. - Blank (Philadelphia Mint in Philadelphia) - O (New Orleans Mint in New Orleans, 1851 only)
43,645,234
Hurricane Marie (2014)
1,172,627,407
Category 5 Pacific hurricane in 2014
[ "2014 Pacific hurricane season", "2014 in Mexico", "2014 natural disasters in the United States", "Articles containing video clips", "Category 5 Pacific hurricanes", "Hurricanes in California", "Pacific hurricanes in Mexico", "Tropical cyclones in 2014" ]
Hurricane Marie is tied as the seventh-most intense Pacific hurricane on record, attaining a barometric pressure of 918 mbar (hPa; 27.11 inHg) in August 2014. The fourteenth named storm, ninth hurricane, and sixth major hurricane of the season, Marie began as a tropical wave that emerged off the west coast of Africa over the Atlantic Ocean on August 10. Some organization of shower and thunderstorm activity initially took place, but dry air soon impinged upon the system and imparted weakening. The wave tracked westward across the Atlantic and Caribbean for several days. On August 19, an area of low pressure consolidated within the wave west of Central America. With favorable atmospheric conditions, convective activity and banding features increased around the system and by August 22, the system acquired enough organization to be classified as Tropical Depression Thirteen-E while situated about 370 mi (595 km) south-southeast of Acapulco, Mexico. Development was initially fast-paced, as the depression acquired tropical storm-force winds within six hours of formation and hurricane-force by August 23. However, due to some vertical wind shear its intensification rate stalled, and for a time it remained a Category 1 hurricane on the Saffir–Simpson hurricane wind scale. On August 24, Marie developed an eye and rapidly intensified to a Category 5 hurricane with winds of 160 mph (260 km/h). At its peak, the hurricane's gale-force winds spanned an area 575 mi (925 km) across. Marie subsequently underwent an eyewall replacement cycle on August 25 which prompted steady weakening. Over the next several days, Marie progressively degraded to below hurricane strength as it moved into an increasingly hostile environment with cooler waters and a more stable atmosphere. On August 29, after having lost all signs of organized deep convection, Marie degenerated into a remnant low. The large system gradually wound down over the following several days, with winds subsiding below gale-force on August 30. The remnant cyclone eventually lost a well defined center and dissipated on September 2 about 1,200 mi (1,950 km) northeast of Hawaii. Although Marie's center remained well away from land throughout its entire existence, its large size brought increased surf to areas from Southwestern Mexico northward to southern California. Off the coast of Los Cabos, three people drowned after their boat capsized in rough seas. In Colima and Oaxaca, heavy rains from outer bands caused flooding, resulting in two fatalities. Similar effects were felt across Baja California Sur. Toward the end of August, Marie brought one of the largest hurricane-related surf events to southern California in decades. Swells of 10 to 15 ft (3.0 to 4.6 m) battered coastal areas, with structural damage occurring on Santa Catalina Island and in the Greater Los Angeles Area. A breakwater near Long Beach sustained \$10 million worth of damage, with portions gouged out. One person drowned in the surf near Malibu. Hundreds of ocean rescues, including over 100 in Malibu alone, were attributed to the storm, and overall losses reached \$20 million. ## Meteorological history On August 10, the National Hurricane Center (NHC) began monitoring a westward moving tropical wave emerging off the west coast of Africa, centered along 16°W. Accompanied by disorganized convective activity, development, if any, was expected to be slow. A broad area of low pressure subsequently formed within the wave about halfway between Africa and the Cape Verde Islands. Embedded within an elongated trough, the weak system struggled to organize and convection soon diminished. Interaction with a monsoon trough reinvigorated shower and thunderstorm activity on August 11 across a large area southwest of the Cape Verde Islands, but the surface low had dissipated by this time. Development was no longer expected over the following days as dry air created a hostile area for storm organization. The wave continued westward across the Atlantic and entered the Caribbean on August 16. Subsequent interactions with South America and an upper-level trough inhibited improvement of the system. Beginning on August 17, the NHC anticipated that a low-pressure area would form within five days to the south of the Gulf of Tehuantepec in the East Pacific, with a 30% chance of tropical cyclogenesis. By the next day, the wave was located over Panama, and the NHC upgraded the potential for development to 60%. The wave crossed into the eastern Pacific with accompanying convection, developing a low-pressure area on August 19. Conditions were favorable for further development, and the thunderstorms increased and became better organized on August 20. After an increase in rainbands and outflow around the well-defined center, the NHC classified the system as Tropical Depression Thirteen-E early on August 22 about 370 mi (595 km) south-southeast of Acapulco, Mexico. A strong ridge over the southern United States, later expanding into northern Mexico, steered the system on a west-northwest course throughout its existence as a tropical cyclone. Conditions were favorable for the nascent depression to strengthen. The Statistical Hurricane Intensity Prediction Scheme model predicted the system would become a Category 4 on the Saffir–Simpson hurricane wind scale when the system was only a tropical depression. Only six hours after the NHC issued its first advisory the agency upgraded the depression to Tropical Storm Marie, the thirteenth named storm of the 2014 season. The storm very quickly organized, developing a central dense overcast consisting of intense convection; this was aided by warm water temperatures and low wind shear. On August 23, the NHC upgraded Marie to hurricane status, and an eye began forming later that day. On the next day, as the storm rapidly intensified, the eye became much more distinct and was surrounded by a powerful eyewall. During this phase the storm wobbled, shifting due west before resuming its previous motion. At 18:00 UTC on August 24, Marie attained Category 5 status on the Saffir–Simpson hurricane wind scale, the first such Pacific hurricane since Celia in 2010. The NHC estimated peak sustained winds of 160 km/h (100 mph), based on a Dvorak T-number of 7.0 provided by TAFB and SAB. They also estimated Marie's minimum barometric pressure at 918 mbar (hPa; 27.11 inHg), ranking as the seventh-strongest in the Pacific east of the International Date Line since records began in 1949. Coincidentally, Hurricane Odile attained the same pressure just three weeks later. At its peak, Marie was a large hurricane with tropical storm-force winds covering an area 575 mi (925 km) across. Shortly after Marie attained peak intensity, the convection weakened due to an eyewall replacement cycle, in which an outer eye formed. The storm also weakened due to gradually decreasing water temperatures. By early on August 26, the eye became much less defined. The double eye feature persisted through that day, although the outer eyewall opened up as thunderstorms weakened further. Late on August 27, Marie weakened to tropical storm status, by which time the circulation became exposed from the convection. A strengthening ridge near California caused the storm to accelerate more to the west-northwest, into an area of cooler waters and dry air. Failing to produce any additional convection, Marie degenerated into a remnant low late on August 28. The residual circulation gradually wound down as it continued northwest. Through August 29, the system continued to produce gale-force winds. Turning west and later west-southwest within a weak easterly flow, Marie slowly moved across the open Pacific while remaining a broad, weak cyclone. The former cyclone eventually lost a well-defined center and dissipated on September 2, about 1,200 mi (1,950 km) northeast of Hawaii. ## Preparations and impacts ### Mexico Although the core of Hurricane Marie remained well offshore, a "green" alert was issued for Guerrero and Oaxaca and a "blue" (minimal) alert was issued for Jalisco, Colima, Michoacán, and Chiapas. Heavy rains in Oaxaca triggered flooding and landslides, with the districts of Juquila and Pochutla being most affected. Five people were swept away by a swollen river; all were wounded but later rescued. A portion of Federal Highway 200 and a bridge were closed. Approximately 10,000 people were in need of assistance and a disaster declaration was requested for the state of Oaxaca. Storm surge in Colima destroyed four buildings and damaged ten more. Flooding along the Marabasco and San Nicolás rivers resulted in two fatalities. Minor flooding also occurred near Acapulco and in Colima where 16 ft (4.9 m) waves pounded the coast. In Guadalajara, numerous trees were downed and 12 shops were closed. Off the coast of Los Cabos in Baja California Sur, large swells capsized a fishing boat with seven people aboard on August 25. Four were able to swim back to shore while the other three remained missing and were later presumed dead. Strong rain bands along the outer fringes of Hurricane Marie brought heavy rain to parts of the state. Landslides blocked several roads near Los Cabos while gusty winds downed trees and power lines. Owing to the dangerous conditions, all schools Los Cabos were closed on August 25. ### United States Owing to the size of Marie, increased surf was anticipated well north of the hurricane. High surf advisories were issued in California for the Greater Los Angeles Area. Forecasters at the local National Weather Service office warned residents in Los Angeles and Ventura counties could "potentially see the largest surf in recent years generated by a hurricane." Swells of 10 to 15 ft (3.0 to 4.6 m) were anticipated with the risk of coastal flooding and structural damage. Advisories were also issued for Orange and Santa Barbara counties. Surf in the region ultimately reached 20 ft (6.1 m) along south-facing shores while west-facing beaches only saw waves up to 8 ft (2.4 m). The combination of large swells, high tide, and powerful south-to-north longshore currents impeded by the bight formed by the Palos Verdes Peninsula resulted in significant coastal flooding in Seal Beach. A four-block area of oceanfront property was affected; several apartments were left with inches of water on the ground floor. Severe beach erosion resulted in the loss of 10,000–20,000 yd<sup>3</sup> (7,600–15,200 m<sup>3</sup>) of sand; a state of emergency was declared to assist with restoration efforts. Near Malibu Pier, several surfers were caught in the rough swells and knocked into each other; one struck a rock, was knocked unconscious, and drowned. Malibu Pier itself sustained some damage and a lifeguard house built in the 1950s was destroyed. North of Malibu, one structure fell into the ocean. The Los Angeles County Fire Department assisted with over 115 ocean rescues on August 26. More than 170 rescues were made the following day, including 73 at the famous surfing spot "The Wedge" in Newport Beach. Significant flooding also occurred in and around the Port of Long Beach. The Army Corps of Engineers was sent out to inspect significant damage to the middle breakwater at Long Beach. Eleven sections of the breakwater sustained major damage, including three areas which were completely gouged out. Along the 18,500 ft (5,600 m) breakwater, 1,550 ft (470 m) of it sustained major damage, 850 ft (260 m) saw significant damage, and a further 1,725 ft (526 m) experienced moderate damage. Several hundred tons of rock were estimated to have been dislodged by the storm. The nearby San Pedro and Long Beach breakwaters saw substantial damage as well, though not as severe as the middle breakwater. Debris from the Navy Mole breakwater damaged a roadway near the Sea Launch Commander, within Long Beach. The breach resulted in roughly \$3 million in damage to nearby terminals. Two barges and a pleasure craft were loosed from their anchors by the surging waves and had to be towed back. Two terminals had to close due to dangerous conditions for workers. Less than two weeks after Marie, Hurricane Norbert threatened to bring further increased surf to the area. With the breakwater yet to be repaired, a large sand berm was reinforced along beaches and residents were supplied with sandbags. The Army Corps estimated that it would take more than \$20 million to repair just the major breaches along the middle breakwater. On September 18 Connolly-Pacific Co. was contracted for \$5m to repair the twelve worst affected areas of the breakwaters and construction began on October 8. An estimated 20,000–30,000 tons of rock would be used in the project. A \$200,000 repair budget was initially allocated for areas around Navy Mole, including Pier F, J South, and Navy Mole Road; this was later increased to \$4 million by the Long Beach Board of Harbor Commissioners in January 2015. On Santa Catalina Island, boulders estimated to weigh 3,000 lb (1,400 kg) were tossed inland by the surf. Substantial damage took place at the Avalon Harbor where many dry-docked boats were knocked off their stands. The harbor was littered with debris for several days, mainly pieces of lumber. A pier at White's Landing was also partially destroyed. A 25 ft (7.6 m) boat was tossed onshore at Pebbly Beach into Catalina Laundry, the only laundry business on the island. The building and a nearby boatyard were deemed total losses. Damage at the beach was deemed the worst since September 1997 when Hurricane Linda brought large swells to the region. The Catalina Express ferry halted service on August 27 due to the rough seas. Damage across Catalina Island was estimated to be \$3–5 million. Total losses in California amounted to nearly \$20 million. ## See also - Hurricane Linda (1997) - Hurricane Rick (2009) - Hurricane Celia (2010) - List of Category 5 Pacific hurricanes - List of California hurricanes - Other tropical cyclones named Marie
9,028,799
Bacteria
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Domain of microorganisms
[ "Bacteria", "Bacteriology", "Biology terminology", "Domains (biology)" ]
Bacteria (/bækˈtɪəriə/ ; : bacterium) are ubiquitous, mostly free-living organisms often consisting of one biological cell. They constitute a large domain of prokaryotic microorganisms. Typically a few micrometres in length, bacteria were among the first life forms to appear on Earth, and are present in most of its habitats. Bacteria inhabit soil, water, acidic hot springs, radioactive waste, and the deep biosphere of Earth's crust. Bacteria play a vital role in many stages of the nutrient cycle by recycling nutrients and the fixation of nitrogen from the atmosphere. The nutrient cycle includes the decomposition of dead bodies; bacteria are responsible for the putrefaction stage in this process. In the biological communities surrounding hydrothermal vents and cold seeps, extremophile bacteria provide the nutrients needed to sustain life by converting dissolved compounds, such as hydrogen sulphide and methane, to energy. Bacteria also live in symbiotic and parasitic relationships with plants and animals. Most bacteria have not been characterised and there are many species that cannot be grown in the laboratory. The study of bacteria is known as bacteriology, a branch of microbiology. Humans and most other animals carry vast numbers (approximately 10<sup>13</sup> to 10<sup>14</sup>) of bacteria. Most are in the gut, and there are many on the skin. Most of the bacteria in and on the body are harmless or rendered so by the protective effects of the immune system, and many are beneficial, particularly the ones in the gut. However, several species of bacteria are pathogenic and cause infectious diseases, including cholera, syphilis, anthrax, leprosy, tuberculosis, tetanus and bubonic plague. The most common fatal bacterial diseases are respiratory infections. Antibiotics are used to treat bacterial infections and are also used in farming, making antibiotic resistance a growing problem. Bacteria are important in sewage treatment and the breakdown of oil spills, the production of cheese and yogurt through fermentation, the recovery of gold, palladium, copper and other metals in the mining sector, as well as in biotechnology, and the manufacture of antibiotics and other chemicals. Once regarded as plants constituting the class Schizomycetes ("fission fungi"), bacteria are now classified as prokaryotes. Unlike cells of animals and other eukaryotes, bacterial cells do not contain a nucleus and rarely harbour membrane-bound organelles. Although the term bacteria traditionally included all prokaryotes, the scientific classification changed after the discovery in the 1990s that prokaryotes consist of two very different groups of organisms that evolved from an ancient common ancestor. These evolutionary domains are called Bacteria and Archaea. ## Etymology The word bacteria is the plural of the Neo-Latin ', which is the Latinisation of the Ancient Greek ('), the diminutive of ('), meaning "staff, cane", because the first ones to be discovered were rod-shaped. ## Origin and early evolution The ancestors of bacteria were unicellular microorganisms that were the first forms of life to appear on Earth, about 4 billion years ago. For about 3 billion years, most organisms were microscopic, and bacteria and archaea were the dominant forms of life. Although bacterial fossils exist, such as stromatolites, their lack of distinctive morphology prevents them from being used to examine the history of bacterial evolution, or to date the time of origin of a particular bacterial species. However, gene sequences can be used to reconstruct the bacterial phylogeny, and these studies indicate that bacteria diverged first from the archaeal/eukaryotic lineage. The most recent common ancestor of bacteria and archaea was probably a hyperthermophile that lived about 2.5 billion–3.2 billion years ago. The earliest life on land may have been bacteria some 3.22 billion years ago. Bacteria were also involved in the second great evolutionary divergence, that of the archaea and eukaryotes. Here, eukaryotes resulted from the entering of ancient bacteria into endosymbiotic associations with the ancestors of eukaryotic cells, which were themselves possibly related to the Archaea. This involved the engulfment by proto-eukaryotic cells of alphaproteobacterial symbionts to form either mitochondria or hydrogenosomes, which are still found in all known Eukarya (sometimes in highly reduced form, e.g. in ancient "amitochondrial" protozoa). Later, some eukaryotes that already contained mitochondria also engulfed cyanobacteria-like organisms, leading to the formation of chloroplasts in algae and plants. This is known as primary endosymbiosis. ## Habitat Bacteria are ubiquitous, living in every possible habitat on the planet including soil, underwater, deep in Earth's crust and even such extreme environments as acidic hot springs and radioactive waste. There are approximately 2×10<sup>30</sup> bacteria on Earth, forming a biomass that is only exceeded by plants. They are abundant in lakes and oceans, in arctic ice, and geothermal springs where they provide the nutrients needed to sustain life by converting dissolved compounds, such as hydrogen sulphide and methane, to energy. They live on and in plants and animals. Most do not cause diseases, are beneficial to their environments, and are essential for life. The soil is a rich source of bacteria and a few grams contain around a thousand million of them. They are all essential to soil ecology, breaking down toxic waste and recycling nutrients. They are even found in the atmosphere and one cubic metre of air holds around one hundred million bacterial cells. The oceans and seas harbour around 3 x 10<sup>26</sup> bacteria which provide up to 50% of the oxygen humans breathe. Only around 2% of bacterial species have been fully studied. ## Morphology Size. Bacteria display a wide diversity of shapes and sizes. Bacterial cells are about one-tenth the size of eukaryotic cells and are typically 0.5–5.0 micrometres in length. However, a few species are visible to the unaided eye—for example, Thiomargarita namibiensis is up to half a millimetre long, Epulopiscium fishelsoni reaches 0.7 mm, and Thiomargarita magnifica can reach even 2 cm in length, which is 50 times larger than other known bacteria. Among the smallest bacteria are members of the genus Mycoplasma, which measure only 0.3 micrometres, as small as the largest viruses. Some bacteria may be even smaller, but these ultramicrobacteria are not well-studied. Shape. Most bacterial species are either spherical, called cocci (singular coccus, from Greek kókkos, grain, seed), or rod-shaped, called bacilli (sing. bacillus, from Latin baculus, stick). Some bacteria, called vibrio, are shaped like slightly curved rods or comma-shaped; others can be spiral-shaped, called spirilla, or tightly coiled, called spirochaetes. A small number of other unusual shapes have been described, such as star-shaped bacteria. This wide variety of shapes is determined by the bacterial cell wall and cytoskeleton and is important because it can influence the ability of bacteria to acquire nutrients, attach to surfaces, swim through liquids and escape predators. Multicellularity. Most bacterial species exist as single cells; others associate in characteristic patterns: Neisseria forms diploids (pairs), streptococci form chains, and staphylococci group together in "bunch of grapes" clusters. Bacteria can also group to form larger multicellular structures, such as the elongated filaments of Actinomycetota species, the aggregates of Myxobacteria species, and the complex hyphae of Streptomyces species. These multicellular structures are often only seen in certain conditions. For example, when starved of amino acids, myxobacteria detect surrounding cells in a process known as quorum sensing, migrate towards each other, and aggregate to form fruiting bodies up to 500 micrometres long and containing approximately 100,000 bacterial cells. In these fruiting bodies, the bacteria perform separate tasks; for example, about one in ten cells migrate to the top of a fruiting body and differentiate into a specialised dormant state called a myxospore, which is more resistant to drying and other adverse environmental conditions. Biofilms'. Bacteria often attach to surfaces and form dense aggregations called biofilms, and larger formations known as microbial mats. These biofilms and mats can range from a few micrometres in thickness to up to half a metre in depth, and may contain multiple species of bacteria, protists and archaea. Bacteria living in biofilms display a complex arrangement of cells and extracellular components, forming secondary structures, such as microcolonies, through which there are networks of channels to enable better diffusion of nutrients. In natural environments, such as soil or the surfaces of plants, the majority of bacteria are bound to surfaces in biofilms. Biofilms are also important in medicine, as these structures are often present during chronic bacterial infections or in infections of implanted medical devices, and bacteria protected within biofilms are much harder to kill than individual isolated bacteria. ## Cellular structure ### Intracellular structures The bacterial cell is surrounded by a cell membrane, which is made primarily of phospholipids. This membrane encloses the contents of the cell and acts as a barrier to hold nutrients, proteins and other essential components of the cytoplasm within the cell. Unlike eukaryotic cells, bacteria usually lack large membrane-bound structures in their cytoplasm such as a nucleus, mitochondria, chloroplasts and the other organelles present in eukaryotic cells. However, some bacteria have protein-bound organelles in the cytoplasm which compartmentalize aspects of bacterial metabolism, such as the carboxysome. Additionally, bacteria have a multi-component cytoskeleton to control the localisation of proteins and nucleic acids within the cell, and to manage the process of cell division. Many important biochemical reactions, such as energy generation, occur due to concentration gradients across membranes, creating a potential difference analogous to a battery. The general lack of internal membranes in bacteria means these reactions, such as electron transport, occur across the cell membrane between the cytoplasm and the outside of the cell or periplasm. However, in many photosynthetic bacteria, the plasma membrane is highly folded and fills most of the cell with layers of light-gathering membrane. These light-gathering complexes may even form lipid-enclosed structures called chlorosomes in green sulfur bacteria. Bacteria do not have a membrane-bound nucleus, and their genetic material is typically a single circular bacterial chromosome of DNA located in the cytoplasm in an irregularly shaped body called the nucleoid. The nucleoid contains the chromosome with its associated proteins and RNA. Like all other organisms, bacteria contain ribosomes for the production of proteins, but the structure of the bacterial ribosome is different from that of eukaryotes and archaea. Some bacteria produce intracellular nutrient storage granules, such as glycogen, polyphosphate, sulfur or polyhydroxyalkanoates. Bacteria such as the photosynthetic cyanobacteria, produce internal gas vacuoles, which they use to regulate their buoyancy, allowing them to move up or down into water layers with different light intensities and nutrient levels. ### Extracellular structures Around the outside of the cell membrane is the cell wall. Bacterial cell walls are made of peptidoglycan (also called murein), which is made from polysaccharide chains cross-linked by peptides containing D-amino acids. Bacterial cell walls are different from the cell walls of plants and fungi, which are made of cellulose and chitin, respectively. The cell wall of bacteria is also distinct from that of achaea, which do not contain peptidoglycan. The cell wall is essential to the survival of many bacteria, and the antibiotic penicillin (produced by a fungus called Penicillium) is able to kill bacteria by inhibiting a step in the synthesis of peptidoglycan. There are broadly speaking two different types of cell wall in bacteria, that classify bacteria into Gram-positive bacteria and Gram-negative bacteria. The names originate from the reaction of cells to the Gram stain, a long-standing test for the classification of bacterial species. Gram-positive bacteria possess a thick cell wall containing many layers of peptidoglycan and teichoic acids. In contrast, Gram-negative bacteria have a relatively thin cell wall consisting of a few layers of peptidoglycan surrounded by a second lipid membrane containing lipopolysaccharides and lipoproteins. Most bacteria have the Gram-negative cell wall, and only members of the Bacillota group and actinomycetota (previously known as the low G+C and high G+C Gram-positive bacteria, respectively) have the alternative Gram-positive arrangement. These differences in structure can produce differences in antibiotic susceptibility; for instance, vancomycin can kill only Gram-positive bacteria and is ineffective against Gram-negative pathogens, such as Haemophilus influenzae or Pseudomonas aeruginosa. Some bacteria have cell wall structures that are neither classically Gram-positive or Gram-negative. This includes clinically important bacteria such as mycobacteria which have a thick peptidoglycan cell wall like a Gram-positive bacterium, but also a second outer layer of lipids. In many bacteria, an S-layer of rigidly arrayed protein molecules covers the outside of the cell. This layer provides chemical and physical protection for the cell surface and can act as a macromolecular diffusion barrier. S-layers have diverse functions and are known to act as virulence factors in Campylobacter species and contain surface enzymes in Bacillus stearothermophilus. Flagella are rigid protein structures, about 20 nanometres in diameter and up to 20 micrometres in length, that are used for motility. Flagella are driven by the energy released by the transfer of ions down an electrochemical gradient across the cell membrane. Fimbriae (sometimes called "attachment pili") are fine filaments of protein, usually 2–10 nanometres in diameter and up to several micrometres in length. They are distributed over the surface of the cell, and resemble fine hairs when seen under the electron microscope. Fimbriae are believed to be involved in attachment to solid surfaces or to other cells, and are essential for the virulence of some bacterial pathogens. Pili (sing. pilus) are cellular appendages, slightly larger than fimbriae, that can transfer genetic material between bacterial cells in a process called conjugation where they are called conjugation pili or sex pili (see bacterial genetics, below). They can also generate movement where they are called type IV pili. Glycocalyx is produced by many bacteria to surround their cells, and varies in structural complexity: ranging from a disorganised slime layer of extracellular polymeric substances to a highly structured capsule. These structures can protect cells from engulfment by eukaryotic cells such as macrophages (part of the human immune system). They can also act as antigens and be involved in cell recognition, as well as aiding attachment to surfaces and the formation of biofilms. The assembly of these extracellular structures is dependent on bacterial secretion systems. These transfer proteins from the cytoplasm into the periplasm or into the environment around the cell. Many types of secretion systems are known and these structures are often essential for the virulence of pathogens, so are intensively studied. ### Endospores Some genera of Gram-positive bacteria, such as Bacillus, Clostridium, Sporohalobacter, Anaerobacter, and Heliobacterium, can form highly resistant, dormant structures called endospores. Endospores develop within the cytoplasm of the cell; generally, a single endospore develops in each cell. Each endospore contains a core of DNA and ribosomes surrounded by a cortex layer and protected by a multilayer rigid coat composed of peptidoglycan and a variety of proteins. Endospores show no detectable metabolism and can survive extreme physical and chemical stresses, such as high levels of UV light, gamma radiation, detergents, disinfectants, heat, freezing, pressure, and desiccation. In this dormant state, these organisms may remain viable for millions of years. Endospores even allow bacteria to survive exposure to the vacuum and radiation of outer space, leading to the possibility that bacteria could be distributed throughout the Universe by space dust, meteoroids, asteroids, comets, planetoids, or directed panspermia. Endospore-forming bacteria can cause disease; for example, anthrax can be contracted by the inhalation of Bacillus anthracis endospores, and contamination of deep puncture wounds with Clostridium tetani endospores causes tetanus, which, like botulism, is caused by a toxin released by the bacteria that grow from the spores. Clostridioides difficile infection, a common problem in healthcare settings, is caused by spore-forming bacteria. ## Metabolism Bacteria exhibit an extremely wide variety of metabolic types. The distribution of metabolic traits within a group of bacteria has traditionally been used to define their taxonomy, but these traits often do not correspond with modern genetic classifications. Bacterial metabolism is classified into nutritional groups on the basis of three major criteria: the source of energy, the electron donors used, and the source of carbon used for growth. Phototrophic bacteria derive energy from light using photosynthesis, while chemotrophic bacteria breaking down chemical compounds through oxidation, driving metabolism by transferring electrons from a given electron donor to a terminal electron acceptor in a redox reaction. Chemotrophs are further divided by the types of compounds they use to transfer electrons. Bacteria that derive electrons from inorganic compounds such as hydrogen, carbon monoxide, or ammonia are called lithotrophs, while those that use organic compounds are called organotrophs. Still, more specifically, aerobic organisms use oxygen as the terminal electron acceptor, while anaerobic organisms use other compounds such as nitrate, sulfate, or carbon dioxide. Many bacteria, called heterotrophs, derive their carbon from other organic carbon. Others, such as cyanobacteria and some purple bacteria, are autotrophic, meaning they obtain cellular carbon by fixing carbon dioxide. In unusual circumstances, the gas methane can be used by methanotrophic bacteria as both a source of electrons and a substrate for carbon anabolism. In many ways, bacterial metabolism provides traits that are useful for ecological stability and for human society. For example, diazotrophs have the ability to fix nitrogen gas using the enzyme nitrogenase. This trait, which can be found in bacteria of most metabolic types listed above, leads to the ecologically important processes of denitrification, sulfate reduction, and acetogenesis, respectively. Bacterial metabolic processes are important drivers in biological responses to pollution; for example, sulfate-reducing bacteria are largely responsible for the production of the highly toxic forms of mercury (methyl- and dimethylmercury) in the environment. Nonrespiratory anaerobes use fermentation to generate energy and reducing power, secreting metabolic by-products (such as ethanol in brewing) as waste. Facultative anaerobes can switch between fermentation and different terminal electron acceptors depending on the environmental conditions in which they find themselves. ## Growth and reproduction Unlike in multicellular organisms, increases in cell size (cell growth) and reproduction by cell division are tightly linked in unicellular organisms. Bacteria grow to a fixed size and then reproduce through binary fission, a form of asexual reproduction. Under optimal conditions, bacteria can grow and divide extremely rapidly, and some bacterial populations can double as quickly as every 17 minutes. In cell division, two identical clone daughter cells are produced. Some bacteria, while still reproducing asexually, form more complex reproductive structures that help disperse the newly formed daughter cells. Examples include fruiting body formation by myxobacteria and aerial hyphae formation by Streptomyces species, or budding. Budding involves a cell forming a protrusion that breaks away and produces a daughter cell. In the laboratory, bacteria are usually grown using solid or liquid media. Solid growth media, such as agar plates, are used to isolate pure cultures of a bacterial strain. However, liquid growth media are used when the measurement of growth or large volumes of cells are required. Growth in stirred liquid media occurs as an even cell suspension, making the cultures easy to divide and transfer, although isolating single bacteria from liquid media is difficult. The use of selective media (media with specific nutrients added or deficient, or with antibiotics added) can help identify specific organisms. Most laboratory techniques for growing bacteria use high levels of nutrients to produce large amounts of cells cheaply and quickly. However, in natural environments, nutrients are limited, meaning that bacteria cannot continue to reproduce indefinitely. This nutrient limitation has led the evolution of different growth strategies (see r/K selection theory). Some organisms can grow extremely rapidly when nutrients become available, such as the formation of algal and cyanobacterial blooms that often occur in lakes during the summer. Other organisms have adaptations to harsh environments, such as the production of multiple antibiotics by Streptomyces that inhibit the growth of competing microorganisms. In nature, many organisms live in communities (e.g., biofilms) that may allow for increased supply of nutrients and protection from environmental stresses. These relationships can be essential for growth of a particular organism or group of organisms (syntrophy). Bacterial growth follows four phases. When a population of bacteria first enter a high-nutrient environment that allows growth, the cells need to adapt to their new environment. The first phase of growth is the lag phase, a period of slow growth when the cells are adapting to the high-nutrient environment and preparing for fast growth. The lag phase has high biosynthesis rates, as proteins necessary for rapid growth are produced. The second phase of growth is the logarithmic phase, also known as the exponential phase. The log phase is marked by rapid exponential growth. The rate at which cells grow during this phase is known as the growth rate (k), and the time it takes the cells to double is known as the generation time (g). During log phase, nutrients are metabolised at maximum speed until one of the nutrients is depleted and starts limiting growth. The third phase of growth is the stationary phase and is caused by depleted nutrients. The cells reduce their metabolic activity and consume non-essential cellular proteins. The stationary phase is a transition from rapid growth to a stress response state and there is increased expression of genes involved in DNA repair, antioxidant metabolism and nutrient transport. The final phase is the death phase where the bacteria run out of nutrients and die. ## Genetics Most bacteria have a single circular chromosome that can range in size from only 160,000 base pairs in the endosymbiotic bacteria Carsonella ruddii, to 12,200,000 base pairs (12.2 Mbp) in the soil-dwelling bacteria Sorangium cellulosum. There are many exceptions to this; for example, some Streptomyces and Borrelia species contain a single linear chromosome, while some Vibrio species contain more than one chromosome. Some bacteria contain plasmids, small extra-chromosomal molecules of DNA that may contain genes for various useful functions such as antibiotic resistance, metabolic capabilities, or various virulence factors. Bacteria genomes usually encode a few hundred to a few thousand genes. The genes in bacterial genomes are usually a single continuous stretch of DNA. Although several different types of introns do exist in bacteria, these are much rarer than in eukaryotes. Bacteria, as asexual organisms, inherit an identical copy of the parent's genome and are clonal. However, all bacteria can evolve by selection on changes to their genetic material DNA caused by genetic recombination or mutations. Mutations arise from errors made during the replication of DNA or from exposure to mutagens. Mutation rates vary widely among different species of bacteria and even among different clones of a single species of bacteria. Genetic changes in bacterial genomes emerge from either random mutation during replication or "stress-directed mutation", where genes involved in a particular growth-limiting process have an increased mutation rate. Some bacteria transfer genetic material between cells. This can occur in three main ways. First, bacteria can take up exogenous DNA from their environment in a process called transformation. Many bacteria can naturally take up DNA from the environment, while others must be chemically altered in order to induce them to take up DNA. The development of competence in nature is usually associated with stressful environmental conditions and seems to be an adaptation for facilitating repair of DNA damage in recipient cells. Second, bacteriophages can integrate into the bacterial chromosome, introducing foreign DNA in a process known as transduction. Many types of bacteriophage exist; some infect and lyse their host bacteria, while others insert into the bacterial chromosome. Bacteria resist phage infection through restriction modification systems that degrade foreign DNA, and a system that uses CRISPR sequences to retain fragments of the genomes of phage that the bacteria have come into contact with in the past, which allows them to block virus replication through a form of RNA interference. Third, bacteria can transfer genetic material through direct cell contact via conjugation. In ordinary circumstances, transduction, conjugation, and transformation involve transfer of DNA between individual bacteria of the same species, but occasionally transfer may occur between individuals of different bacterial species, and this may have significant consequences, such as the transfer of antibiotic resistance. In such cases, gene acquisition from other bacteria or the environment is called horizontal gene transfer and may be common under natural conditions. ## Behaviour ### Movement Many bacteria are motile (able to move themselves) and do so using a variety of mechanisms. The best studied of these are flagella, long filaments that are turned by a motor at the base to generate propeller-like movement. The bacterial flagellum is made of about 20 proteins, with approximately another 30 proteins required for its regulation and assembly. The flagellum is a rotating structure driven by a reversible motor at the base that uses the electrochemical gradient across the membrane for power. Bacteria can use flagella in different ways to generate different kinds of movement. Many bacteria (such as E. coli) have two distinct modes of movement: forward movement (swimming) and tumbling. The tumbling allows them to reorient and makes their movement a three-dimensional random walk. Bacterial species differ in the number and arrangement of flagella on their surface; some have a single flagellum (monotrichous), a flagellum at each end (amphitrichous), clusters of flagella at the poles of the cell (lophotrichous), while others have flagella distributed over the entire surface of the cell (peritrichous). The flagella of a unique group of bacteria, the spirochaetes, are found between two membranes in the periplasmic space. They have a distinctive helical body that twists about as it moves. Two other types of bacterial motion are called twitching motility that relies on a structure called the type IV pilus, and gliding motility, that uses other mechanisms. In twitching motility, the rod-like pilus extends out from the cell, binds some substrate, and then retracts, pulling the cell forward. Motile bacteria are attracted or repelled by certain stimuli in behaviours called taxes: these include chemotaxis, phototaxis, energy taxis, and magnetotaxis. In one peculiar group, the myxobacteria, individual bacteria move together to form waves of cells that then differentiate to form fruiting bodies containing spores. The myxobacteria move only when on solid surfaces, unlike E. coli, which is motile in liquid or solid media. Several Listeria and Shigella species move inside host cells by usurping the cytoskeleton, which is normally used to move organelles inside the cell. By promoting actin polymerisation at one pole of their cells, they can form a kind of tail that pushes them through the host cell's cytoplasm. ### Communication A few bacteria have chemical systems that generate light. This bioluminescence often occurs in bacteria that live in association with fish, and the light probably serves to attract fish or other large animals. Bacteria often function as multicellular aggregates known as biofilms, exchanging a variety of molecular signals for intercell communication and engaging in coordinated multicellular behaviour. The communal benefits of multicellular cooperation include a cellular division of labour, accessing resources that cannot effectively be used by single cells, collectively defending against antagonists, and optimising population survival by differentiating into distinct cell types. For example, bacteria in biofilms can have more than five hundred times increased resistance to antibacterial agents than individual "planktonic" bacteria of the same species. One type of intercellular communication by a molecular signal is called quorum sensing, which serves the purpose of determining whether the local population density is sufficient to support investment in processes that are only successful if large numbers of similar organisms behave similarly, such as excreting digestive enzymes or emitting light. Quorum sensing enables bacteria to coordinate gene expression and to produce, release, and detect autoinducers or pheromones that accumulate with the growth in cell population. ## Classification and identification Classification seeks to describe the diversity of bacterial species by naming and grouping organisms based on similarities. Bacteria can be classified on the basis of cell structure, cellular metabolism or on differences in cell components, such as DNA, fatty acids, pigments, antigens and quinones. While these schemes allowed the identification and classification of bacterial strains, it was unclear whether these differences represented variation between distinct species or between strains of the same species. This uncertainty was due to the lack of distinctive structures in most bacteria, as well as lateral gene transfer between unrelated species. Due to lateral gene transfer, some closely related bacteria can have very different morphologies and metabolisms. To overcome this uncertainty, modern bacterial classification emphasises molecular systematics, using genetic techniques such as guanine cytosine ratio determination, genome-genome hybridisation, as well as sequencing genes that have not undergone extensive lateral gene transfer, such as the rRNA gene. Classification of bacteria is determined by publication in the International Journal of Systematic Bacteriology, and Bergey's Manual of Systematic Bacteriology. The International Committee on Systematic Bacteriology (ICSB) maintains international rules for the naming of bacteria and taxonomic categories and for the ranking of them in the International Code of Nomenclature of Bacteria. Historically, bacteria were considered a part of the Plantae, the Plant kingdom, and were called "Schizomycetes" (fission-fungi). For this reason, collective bacteria and other microorganisms in a host are often called "flora". The term "bacteria" was traditionally applied to all microscopic, single-cell prokaryotes. However, molecular systematics showed prokaryotic life to consist of two separate domains, originally called Eubacteria and Archaebacteria, but now called Bacteria and Archaea that evolved independently from an ancient common ancestor. The archaea and eukaryotes are more closely related to each other than either is to the bacteria. These two domains, along with Eukarya, are the basis of the three-domain system, which is currently the most widely used classification system in microbiology. However, due to the relatively recent introduction of molecular systematics and a rapid increase in the number of genome sequences that are available, bacterial classification remains a changing and expanding field. For example, Cavalier-Smith argued that the Archaea and Eukaryotes evolved from Gram-positive bacteria. The identification of bacteria in the laboratory is particularly relevant in medicine, where the correct treatment is determined by the bacterial species causing an infection. Consequently, the need to identify human pathogens was a major impetus for the development of techniques to identify bacteria. The Gram stain, developed in 1884 by Hans Christian Gram, characterises bacteria based on the structural characteristics of their cell walls. The thick layers of peptidoglycan in the "Gram-positive" cell wall stain purple, while the thin "Gram-negative" cell wall appears pink. By combining morphology and Gram-staining, most bacteria can be classified as belonging to one of four groups (Gram-positive cocci, Gram-positive bacilli, Gram-negative cocci and Gram-negative bacilli). Some organisms are best identified by stains other than the Gram stain, particularly mycobacteria or Nocardia, which show acid fastness on Ziehl–Neelsen or similar stains. Other organisms may need to be identified by their growth in special media, or by other techniques, such as serology. Culture techniques are designed to promote the growth and identify particular bacteria while restricting the growth of the other bacteria in the sample. Often these techniques are designed for specific specimens; for example, a sputum sample will be treated to identify organisms that cause pneumonia, while stool specimens are cultured on selective media to identify organisms that cause diarrhea while preventing growth of non-pathogenic bacteria. Specimens that are normally sterile, such as blood, urine or spinal fluid, are cultured under conditions designed to grow all possible organisms. Once a pathogenic organism has been isolated, it can be further characterised by its morphology, growth patterns (such as aerobic or anaerobic growth), patterns of hemolysis, and staining. As with bacterial classification, identification of bacteria is increasingly using molecular methods, and mass spectroscopy. Most bacteria have not been characterised and there are many species that cannot be grown in the laboratory. Diagnostics using DNA-based tools, such as polymerase chain reaction, are increasingly popular due to their specificity and speed, compared to culture-based methods. These methods also allow the detection and identification of "viable but nonculturable" cells that are metabolically active but non-dividing. However, even using these improved methods, the total number of bacterial species is not known and cannot even be estimated with any certainty. Following present classification, there are a little less than 9,300 known species of prokaryotes, which includes bacteria and archaea; but attempts to estimate the true number of bacterial diversity have ranged from 10<sup>7</sup> to 10<sup>9</sup> total species—and even these diverse estimates may be off by many orders of magnitude. ## Phyla The following phyla have been validly published according to the Bacteriological Code: - Acidobacteriota - Actinomycetota - Aquificota - Armatimonadota - Atribacterota - Bacillota - Bacteroidota - Balneolota - Bdellovibrionota - Caldisericota - Calditrichota - Campylobacterota - Chlamydiota - Chlorobiota - Chloroflexota - Chrysiogenota - Coprothermobacterota - Deferribacterota - Deinococcota - Dictyoglomota - Elusimicrobiota - Fibrobacterota - Fusobacteriota - Gemmatimonadota - Ignavibacteriota - Lentisphaerota - Mycoplasmatota - Myxococcota - Nitrospinota - Nitrospirota - Planctomycetota - Pseudomonadota - Rhodothermota - Spirochaetota - Synergistota - Thermodesulfobacteriota - Thermomicrobiota - Thermotogota - Verrucomicrobiota ## Interactions with other organisms Despite their apparent simplicity, bacteria can form complex associations with other organisms. These symbiotic associations can be divided into parasitism, mutualism and commensalism. ### Commensals The word "commensalism" is derived from the word "commensal", meaning "eating at the same table" and all plants and animals are colonised by commensal bacteria. In humans and other animals, millions of them live on the skin, the airways, the gut and other orifices. Referred to as "normal flora", or "commensals", these bacteria usually cause no harm but may occasionally invade other sites of the body and cause infection. Escherichia coli is a commensal in the human gut but can cause urinary tract infections. Similarly, streptococci, which are part of the normal flora of the human mouth, can cause heart disease. ### Predators Some species of bacteria kill and then consume other microorganisms; these species are called predatory bacteria. These include organisms such as Myxococcus xanthus, which forms swarms of cells that kill and digest any bacteria they encounter. Other bacterial predators either attach to their prey in order to digest them and absorb nutrients or invade another cell and multiply inside the cytosol. These predatory bacteria are thought to have evolved from saprophages that consumed dead microorganisms, through adaptations that allowed them to entrap and kill other organisms. ### Mutualists Certain bacteria form close spatial associations that are essential for their survival. One such mutualistic association, called interspecies hydrogen transfer, occurs between clusters of anaerobic bacteria that consume organic acids, such as butyric acid or propionic acid, and produce hydrogen, and methanogenic archaea that consume hydrogen. The bacteria in this association are unable to consume the organic acids as this reaction produces hydrogen that accumulates in their surroundings. Only the intimate association with the hydrogen-consuming archaea keeps the hydrogen concentration low enough to allow the bacteria to grow. In soil, microorganisms that reside in the rhizosphere (a zone that includes the root surface and the soil that adheres to the root after gentle shaking) carry out nitrogen fixation, converting nitrogen gas to nitrogenous compounds. This serves to provide an easily absorbable form of nitrogen for many plants, which cannot fix nitrogen themselves. Many other bacteria are found as symbionts in humans and other organisms. For example, the presence of over 1,000 bacterial species in the normal human gut flora of the intestines can contribute to gut immunity, synthesise vitamins, such as folic acid, vitamin K and biotin, convert sugars to lactic acid (see Lactobacillus), as well as fermenting complex undigestible carbohydrates. The presence of this gut flora also inhibits the growth of potentially pathogenic bacteria (usually through competitive exclusion) and these beneficial bacteria are consequently sold as probiotic dietary supplements. Nearly all animal life is dependent on bacteria for survival as only bacteria and some archaea possess the genes and enzymes necessary to synthesize vitamin B<sub>12</sub>, also known as cobalamin, and provide it through the food chain. Vitamin B<sub>12</sub> is a water-soluble vitamin that is involved in the metabolism of every cell of the human body. It is a cofactor in DNA synthesis and in both fatty acid and amino acid metabolism. It is particularly important in the normal functioning of the nervous system via its role in the synthesis of myelin. ### Pathogens The body is continually exposed to many species of bacteria, including beneficial commensals, which grow on the skin and mucous membranes, and saprophytes, which grow mainly in the soil and in decaying matter. The blood and tissue fluids contain nutrients sufficient to sustain the growth of many bacteria. The body has defence mechanisms that enable it to resist microbial invasion of its tissues and give it a natural immunity or innate resistance against many microorganisms. Unlike some viruses, bacteria evolve relatively slowly so many bacterial diseases also occur in other animals. If bacteria form a parasitic association with other organisms, they are classed as pathogens. Pathogenic bacteria are a major cause of human death and disease and cause infections such as tetanus (caused by Clostridium tetani), typhoid fever, diphtheria, syphilis, cholera, foodborne illness, leprosy (caused by Mycobacterium leprae) and tuberculosis (caused by Mycobacterium tuberculosis). A pathogenic cause for a known medical disease may only be discovered many years later, as was the case with Helicobacter pylori and peptic ulcer disease. Bacterial diseases are also important in agriculture, and bacteria cause leaf spot, fire blight and wilts in plants, as well as Johne's disease, mastitis, salmonella and anthrax in farm animals. Each species of pathogen has a characteristic spectrum of interactions with its human hosts. Some organisms, such as Staphylococcus or Streptococcus, can cause skin infections, pneumonia, meningitis and sepsis, a systemic inflammatory response producing shock, massive vasodilation and death. Yet these organisms are also part of the normal human flora and usually exist on the skin or in the nose without causing any disease at all. Other organisms invariably cause disease in humans, such as Rickettsia, which are obligate intracellular parasites able to grow and reproduce only within the cells of other organisms. One species of Rickettsia causes typhus, while another causes Rocky Mountain spotted fever. Chlamydia, another phylum of obligate intracellular parasites, contains species that can cause pneumonia or urinary tract infection and may be involved in coronary heart disease. Some species, such as Pseudomonas aeruginosa, Burkholderia cenocepacia, and Mycobacterium avium, are opportunistic pathogens and cause disease mainly in people who are immunosuppressed or have cystic fibrosis. Some bacteria produce toxins, which cause diseases. These are endotoxins, which come from broken bacterial cells, and exotoxins, which are produced by bacteria and released into the environment. The bacterium Clostridium botulinum for example, produces a powerful exotoxin that cause respiratory paralysis, and Salmonellae produce an endotoxin that causes gastroenteritis. Some exotoxins can be converted to toxoids, which are used as vaccines to prevent the disease. Bacterial infections may be treated with antibiotics, which are classified as bacteriocidal if they kill bacteria or bacteriostatic if they just prevent bacterial growth. There are many types of antibiotics, and each class inhibits a process that is different in the pathogen from that found in the host. An example of how antibiotics produce selective toxicity are chloramphenicol and puromycin, which inhibit the bacterial ribosome, but not the structurally different eukaryotic ribosome. Antibiotics are used both in treating human disease and in intensive farming to promote animal growth, where they may be contributing to the rapid development of antibiotic resistance in bacterial populations. Infections can be prevented by antiseptic measures such as sterilising the skin prior to piercing it with the needle of a syringe, and by proper care of indwelling catheters. Surgical and dental instruments are also sterilised to prevent contamination by bacteria. Disinfectants such as bleach are used to kill bacteria or other pathogens on surfaces to prevent contamination and further reduce the risk of infection. ## Significance in technology and industry Bacteria, often lactic acid bacteria, such as Lactobacillus species and Lactococcus species, in combination with yeasts and moulds, have been used for thousands of years in the preparation of fermented foods, such as cheese, pickles, soy sauce, sauerkraut, vinegar, wine, and yogurt. The ability of bacteria to degrade a variety of organic compounds is remarkable and has been used in waste processing and bioremediation. Bacteria capable of digesting the hydrocarbons in petroleum are often used to clean up oil spills. Fertiliser was added to some of the beaches in Prince William Sound in an attempt to promote the growth of these naturally occurring bacteria after the 1989 Exxon Valdez oil spill. These efforts were effective on beaches that were not too thickly covered in oil. Bacteria are also used for the bioremediation of industrial toxic wastes. In the chemical industry, bacteria are most important in the production of enantiomerically pure chemicals for use as pharmaceuticals or agrichemicals. Bacteria can also be used in place of pesticides in biological pest control. This commonly involves Bacillus thuringiensis (also called BT), a Gram-positive, soil-dwelling bacterium. Subspecies of this bacteria are used as Lepidopteran-specific insecticides under trade names such as Dipel and Thuricide. Because of their specificity, these pesticides are regarded as environmentally friendly, with little or no effect on humans, wildlife, pollinators, and most other beneficial insects. Because of their ability to quickly grow and the relative ease with which they can be manipulated, bacteria are the workhorses for the fields of molecular biology, genetics, and biochemistry. By making mutations in bacterial DNA and examining the resulting phenotypes, scientists can determine the function of genes, enzymes, and metabolic pathways in bacteria, then apply this knowledge to more complex organisms. This aim of understanding the biochemistry of a cell reaches its most complex expression in the synthesis of huge amounts of enzyme kinetic and gene expression data into mathematical models of entire organisms. This is achievable in some well-studied bacteria, with models of Escherichia coli metabolism now being produced and tested. This understanding of bacterial metabolism and genetics allows the use of biotechnology to bioengineer bacteria for the production of therapeutic proteins, such as insulin, growth factors, or antibodies. Because of their importance for research in general, samples of bacterial strains are isolated and preserved in Biological Resource Centers. This ensures the availability of the strain to scientists worldwide. ## History of bacteriology Bacteria were first observed by the Dutch microscopist Antonie van Leeuwenhoek in 1676, using a single-lens microscope of his own design. He then published his observations in a series of letters to the Royal Society of London. Bacteria were Leeuwenhoek's most remarkable microscopic discovery. Their size was just at the limit of what his simple lenses could resolve, and, in one of the most striking hiatuses in the history of science, no one else would see them again for over a century. His observations also included protozoans which he called animalcules, and his findings were looked at again in the light of the more recent findings of cell theory. Christian Gottfried Ehrenberg introduced the word "bacterium" in 1828. In fact, his Bacterium was a genus that contained non-spore-forming rod-shaped bacteria, as opposed to Bacillus, a genus of spore-forming rod-shaped bacteria defined by Ehrenberg in 1835. Louis Pasteur demonstrated in 1859 that the growth of microorganisms causes the fermentation process and that this growth is not due to spontaneous generation (yeasts and molds, commonly associated with fermentation, are not bacteria, but rather fungi). Along with his contemporary Robert Koch, Pasteur was an early advocate of the germ theory of disease. Before them, Ignaz Semmelweis and Joseph Lister had realised the importance of sanitized hands in medical work. Semmelweis, who in the 1840s formulated his rules for handwashing in the hospital, prior to the advent of germ theory, attributed disease to "decomposing animal organic matter." His ideas were rejected and his book on the topic condemned by the medical community. After Lister, however, doctors started sanitizing their hands in the 1870s. Robert Koch, a pioneer in medical microbiology, worked on cholera, anthrax and tuberculosis. In his research into tuberculosis, Koch finally proved the germ theory, for which he received a Nobel Prize in 1905. In Koch's postulates, he set out criteria to test if an organism is the cause of a disease, and these postulates are still used today. Ferdinand Cohn is said to be a founder of bacteriology, studying bacteria from 1870. Cohn was the first to classify bacteria based on their morphology. Though it was known in the nineteenth century that bacteria are the cause of many diseases, no effective antibacterial treatments were available. In 1910, Paul Ehrlich developed the first antibiotic, by changing dyes that selectively stained Treponema pallidum''—the spirochaete that causes syphilis—into compounds that selectively killed the pathogen. Ehrlich, who had been awarded a 1908 Nobel Prize for his work on immunology, pioneered the use of stains to detect and identify bacteria, with his work being the basis of the Gram stain and the Ziehl–Neelsen stain. A major step forward in the study of bacteria came in 1977 when Carl Woese recognised that archaea have a separate line of evolutionary descent from bacteria. This new phylogenetic taxonomy depended on the sequencing of 16S ribosomal RNA and divided prokaryotes into two evolutionary domains, as part of the three-domain system. ## See also - Bacteriohopanepolyol - Genetically modified bacteria - Marine prokaryotes
1,186,818
Blair Wark
1,114,690,939
Australian Victoria Cross recipient
[ "1894 births", "1941 deaths", "Australian Army officers", "Australian World War I recipients of the Victoria Cross", "Australian military personnel of World War I", "Australian military personnel of World War II", "Australian people of Scottish descent", "Burials at Eastern Suburbs Memorial Park", "Burials at Woronora Memorial Park", "Companions of the Distinguished Service Order", "People from Bathurst, New South Wales" ]
Blair Anderson Wark, (27 July 1894 – 13 June 1941) was an Australian 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 other Commonwealth armed forces. A quantity surveyor and member of the Citizens Military Force, Wark enlisted in the Australian Imperial Force on 5 August 1915, for service in the First World War. After initially being employed in the defence of the Suez Canal, his battalion was shipped to the Western Front; it was here that Wark was twice decorated for his bravery and leadership. Having received the Distinguished Service Order in 1917 for his actions at the Battle of Polygon Wood, Wark was awarded the Victoria Cross in 1918 for his leadership and gallantry when in temporary command of his battalion over a three-day period, while conducting operations against the Hindenburg Line. Returning to Australia after the war, Wark resumed work as a quantity surveyor and established his own business. He became a respected member of Australian society, holding positions and directorships in several companies and charities until 1940, when he re-enlisted in the Citizens Military Force for service in the Second World War. Wark was promoted to lieutenant colonel and assumed command of the 1st Battalion (City of Sydney's Own Regiment), but died suddenly at Puckapunyal Camp, Victoria, of coronary heart disease, aged 46. ## Early life Wark was born in Bathurst, New South Wales, on 27 July 1894, the fourth child of Alexander Wark, a gas engineer from Scotland, and his native-born wife Blanche Adelaide Maria (née Forde). He was educated at Fairleigh Grammar School, Bathurst, and St. Leonard's Superior Public School before attending Sydney Technical College, where he studied quantity surveying. For twelve months prior to July 1912, Wark was a senior cadet in the Australian Army Cadets, rising to the rank of sergeant within his unit. Concurrently he worked as a quantity surveyor before enlisting in the 18th North Sydney Infantry, Citizen Military Force. Promoted to corporal in early 1913, he received a commission as a second lieutenant on 16 August, and for the next year was assigned to full-time defence duties in the port of Sydney. ## First World War ### Enlistment, August 1915, to Western Front, September 1918 On 5 August 1915, Wark enlisted in the Australian Imperial Force, and was posted as a lieutenant to C Company of the newly raised 30th Battalion. He proceeded to the Sydney suburb of Liverpool, where he attended an infantry school before training at the Royal Military College, Duntroon. On 9 November, the 30th Battalion embarked for Egypt aboard the troopship HMAT A72 Beltana. Upon arrival in December, the battalion was tasked with the defence of the Suez Canal where, on 20 February 1916, Wark was promoted to captain. In June 1916, the battalion departed from Alexandria to join the British Expeditionary Force in France for service on the Western Front; they arrived at Marseilles on 23 June. The 30th Battalion's first major action began with the outbreak of the Battle of Fromelles on 19 July 1916. The unit was originally designated with providing carrying parties for supplies and ammunition during the battle, but was subsequently pulled into the fighting. Wark commanded a company during the action, until being evacuated to the 7th Stationary Hospital with a gunshot wound to his leg. He was transferred to the 3rd London General Hospital in England three days later, and moved again to the 5th Australian Auxiliary Hospital, Digswell House, Welwyn, on 7 August. Recovered by September, Wark was discharged and granted leave before returning to France and the 30th Battalion later that month. On 9 October 1916, Wark was attached to the 32nd Battalion, a position that became permanent on 18 November. The 32nd Battalion saw no major offensive action for the remainder of the year, and on 2 January 1917, Wark gained admission to the Army Infantry School. By February he was back with the 32nd Battalion, and took part in actions at Sunray Trench during March. For these, and further actions at Fromelles, Wark was recommended for the Distinguished Service Order, but the award was never made. He was promoted to major on 27 April, and in June was granted six days of leave to Paris. In late September and early October, Wark commanded a company in the Ypres sector of Belgium during the Battle of Polygon Wood. On 29 September—the first day of the battle—Wark's men successfully repelled the leading waves of a German counter-attack and, with artillery support, drove off the remainder. Over the following three days, his constant patrolling and personal reconnaissance of the German positions enabled him to ascertain when they were massing for further counter-attacks; on one occasion he dispersed the assembling German troops with rifle fire and grenades. For his actions during the battle, Wark was awarded the Distinguished Service Order, the details of which were published in a supplement to The London Gazette on 3 June 1918. Granted sixteen days leave to the United Kingdom from 3 November, Wark was selected for a senior officers' course at Aldershot, England, in January 1918. On graduation he rejoined the 32nd Battalion in March as its second-in-command, and was mentioned in the despatches of Field Marshal Sir Douglas Haig on 7 April. Throughout June and July, Wark temporarily commanded the 32nd Battalion, which had played little part in the German spring offensive. The battalion took part in the Battle of Amiens on 8 August, and continued to harry retreating German forces for the rest of the month and into early September. ### Victoria Cross, September 1918, to repatriation, September 1919 From 29 September to 1 October 1918, Wark assumed temporary command of the 32nd Battalion, leading the unit in the 5th Division's attack against the Hindenburg Line at Bellicourt (part of the Battle of St Quentin Canal), and the subsequent advance through Nauroy, Etricourt, Magny La Fosse and Joncourt. This series of battles became the 32nd Battalion's final actions for the war, and it was during this period that Wark earned his Victoria Cross. The 32nd Battalion was to commence its attack at Bellicourt at 09:00 on 29 September, and move south through the village. Due to mist and smoke from a preceding artillery barrage, visibility was poor. When the advance was held up by two German machine guns, Wark ordered a tank to neutralise them. On reaching the southern end of St Quentin Canal tunnel, Wark came across two hundred troops of the American 117th Infantry Regiment who appeared to be leaderless, and attached them to his own command. A short time later, with visibility still poor, he appropriated armoured reinforcements and began an advance on the village of Nauroy. As the fog began to lift, Wark organised his troops for an attack on the village from a southerly direction. By 11:30, the battalion had taken the village, along with forty Germans as prisoners of war. Shortly afterwards, Wark observed a battery of German 77 mm guns firing on his rear companies, causing heavy casualties. Collecting a party of his men, he rushed the battery and succeeded in capturing four guns in conjunction with ten crewmen. With only two men, he pushed forward and surprised fifty Germans near Magny-la-Fosse who subsequently surrendered. At 15:00, he halted his battalion near Joncourt, and sent out patrols which found the town still occupied by enemy forces. The 32nd Battalion responded by withdrawing slightly and strengthening its line. At 17:30, the Germans launched a counter-attack that was repulsed with the assistance of the 31st Battalion, together with some men from the 46th (North Midland) Division. At 07:00 the next day, the 32nd Battalion attacked once more, advancing 1,500 metres (1,600 yd) to a point just north of Etricourt. Under heavy shelling and machine gun fire, they established a line between Joncourt and Etricourt. On 1 October, at 06:00, with a company attached from the 30th Battalion, the 32nd Battalion launched an attack that cut through Joncourt. Leading from the front, Wark dashed forward and silenced machine guns that were causing heavy casualties; this enabled the 5th Division to complete its task of forcing through to the Beaurevoir Line. The full citation for Wark's Victoria Cross appeared in a supplement to the London Gazette on 26 December 1918, reading: > War Office, 26th December, 1918 > > His Majesty the KING has been graciously pleased to approve of the award of the Victoria Cross to the undermentioned Officers, N.C.O.'s and Men: — > > Maj. Blair Anderson Wark, D.S.O., 32nd Bn., A.I.F. > > For most conspicuous bravery, initiative and control during the period 29th Sept. to 1st Oct. 1918, in the operations against the Hindenburg Line at Bellicourt and the advance through Nauroy, Etricourt, Magny La Fosse and Joncourt. > > On 29th Sept., after personal reconnaissance under heavy fire, he led his command forward at a critical period and restored the situation. Moving fearlessly at the head of, and at times far in advance of, his troops, he cheered his men on through Nauroy, thence towards Etricourt. Still leading his assaulting companies, he observed a battery of 77mm. guns firing on his rear companies and causing heavy casualties. Collecting a few of his men, he rushed the battery, capturing four guns and ten of the crew. Then moving rapidly forward with only two N.C.O.s, he surprised and captured fifty Germans near Magny La Fosse. > > On 1st Oct., 1918, he again showed fearless leading and gallantry in attack, and without hesitation and regardless of personal risk dashed forward and silenced machine guns which were causing heavy casualties. > > Throughout he displayed the greatest courage, skilful leading and devotion to duty, and his work was invaluable. The 32nd Battalion was resting and retraining away from the frontline when the Armistice was signed on 11 November 1918. On 5 January 1919, Wark was granted leave to the United Kingdom, where he accepted his Victoria Cross from King George V on 13 February. Returning to his unit six days later, Wark was then assigned to the 30th Battalion, and sent back to England in preparation for demobilisation. On 31 May 1919, Wark married writer Phyllis Marquiss Munro at St George's Parish Church, Worthing, Sussex; ten days later, he boarded HT Port Lyttleton to return to Australia, where he was discharged from the Australian Imperial Force on 28 September 1919. Two of Wark's brothers also served in the First World War, both in the 56th Battalion; Alexander was a sergeant, and Keith, a recipient of the Distinguished Conduct Medal, rose to the rank of lieutenant. ## Later life On demobilisation Wark resumed business as a quantity surveyor in Sydney, later becoming a principal of Thompson & Wark, quantity surveyors. In June 1920, he was in charge of ten fellow Victoria Cross recipients introduced to the Prince of Wales at Government House, during the latter's visit to Australia. Wark became a respected member of Australian society, holding several honorary public positions, including director of the Royal North Shore Hospital, life governor of the New South Wales Benevolent Society, and a councillor of the National Roads and Motorists' Association of New South Wales. He was a committee member of the Hawkesbury River Race Club, as well as holding directorships in insurance and petroleum companies. In 1922, Wark and Phyllis divorced; five years later, on 10 December 1927, he married Catherine Mary Davis at St Stephen's Presbyterian Church, Sydney. The couple had one son and two daughters. On 17 April 1940, Wark returned to active duty in the Second World War, and was appointed to the 1st Battalion (City of Sydney's Own Regiment) as a major. On 26 July, he was promoted to temporary lieutenant colonel and assumed command of the battalion. While bivouacked at Puckapunyal Camp, Victoria, he died suddenly of coronary heart disease on 13 June 1941. The medical officer attending later concluded: "The cause of death in my opinion was angina pectoris, the fatal attack having been brought on by physical exertion during a night exercise under very cold conditions." Wark was cremated on 16 June at Eastern Suburbs Crematorium, Sydney, after a full military funeral, and his ashes were interred at Woronora Cemetery, Sydney. Wark's Victoria Cross is part of the collections of the Queensland Museum, South Bank, but was loaned to the Australian War Memorial from February 2017 for temporary display in the latter's Hall of Valour during the centenary period of the First World War.
211,825
Musca
1,170,318,659
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", "Musca", "Southern constellations" ]
is a small constellation in the deep southern sky. It was one of 12 constellations created by Petrus Plancius from the observations of Pieter Dirkszoon Keyser and Frederick de Houtman, and it first appeared on a celestial globe 35 cm (14 in) in diameter published in 1597 (or 1598) in Amsterdam by Plancius and Jodocus Hondius. The first depiction of this constellation in a celestial atlas was in Johann Bayer's Uranometria of 1603. It was also known as for 200 years. Musca remains below the horizon for most Northern Hemisphere observers. Many of the constellation's brighter stars are members of the Scorpius–Centaurus association, a loose group of hot blue-white stars that appears to share a common origin and motion across the Milky Way. These include Alpha, Beta, Gamma, Zeta<sup>2</sup> and (probably) Eta Muscae, as well as HD 100546, a blue-white Herbig Ae/Be star that is surrounded by a complex debris disk containing a large planet or brown dwarf and possible protoplanet. Two further star systems have been found to have planets. The constellation also contains two cepheid variables visible to the naked eye. Theta Muscae is a triple star system, the brightest member of which is a Wolf–Rayet star. ## History Musca was one of the 12 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. De Houtman included it in his southern star catalogue in 1598 under the Dutch name De Vlieghe, "The Fly". They assigned four stars to the constellation, with a star that would be later designated as Beta Muscae marking the head, Gamma the body, and Alpha and Delta the left and right wings, respectively. It first appeared on a 35-cm-diameter (14-in) celestial globe published in 1598 in Amsterdam by Plancius with Jodocus Hondius, though was unnamed. The first depiction of this constellation in a celestial atlas was in the German cartographer Johann Bayer's Uranometria of 1603, though Bayer termed it Apis— "the Bee", a name by which it was known for the next two centuries. A 1603 celestial globe by Willem Blaeu depicts it as providing nourishment for the nearby constellation Chamaeleon—its tongue trying to catch the insect. The French explorer and astronomer Nicolas Louis de Lacaille called it la Mouche on the 1756 version of his planisphere of the southern skies. Jean Fortin retained the French name in 1776 for his Atlas Céleste, while Lacaille latinised the name for his revised Coelum Australe Stelliferum in 1763. Lacaille renamed it to Musca Australis, the Southern Fly—Australis, since it counterparted the now discarded constellation of Musca Borealis composed of a few stars in Aries, and to avoid confusion with Apus. Today, the name is simply Musca. It is the only official constellation depicting an insect. The Kalapalo people of Mato Grosso state in Brazil called Alpha and Beta Muscae (along with Beta and Kappa Crucis) Kutsu anangagï "Ornate Hawk-Eagle's double flutes". The Wardaman people of the Northern Territory in Australia perceived the main stars of Musca as a ceremonial boomerang, part of the Central Arena—a sacred area surrounding the constellation Crux that depicts the lightning creation beings and where they teach Wardaman customs; Alpha and Beta also signified a ceremonial headband, while Gamma and Delta represented two armbands. In central Australia, the Arrernte and Luritja peoples living in on a mission in Hermannsburg viewed the sky as divided between them, east of the Milky Way representing Arrernte camps and west denoting Luritja camps. The stars of Musca, along with Fomalhaut, Alpha Pavonis, and Alpha and Beta Gruis, were all claimed by the Arrernte. ## Characteristics Musca is bordered by Crux to the north, Carina to the west, Chamaeleon to the south, Apus and Circinus to the east, and Centaurus to the northeast. Covering 138 square degrees and 0.335% of the night sky, it ranks 77th of the 88 constellations in size. The three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "Mus". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a polygon of six segments. In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −64.64° and −75.68°. The whole constellation is visible to observers south of latitude 14°N. ## Features ### Stars Lacaille charted and designated 10 stars with the Bayer designations Alpha to Kappa in 1756. He catalogued stars that became Lambda and Mu, but did not designate them as he considered them informes as they lay outside the asterism proper. Baily considered them part of Musca, and Gould gave them their Bayer designations. Francis Baily also dropped Kappa, which he felt was too faint to warrant a name, and designated two adjacent stars as Zeta<sup>1</sup> and Zeta<sup>2</sup>. These last two stars are 1° apart, quite far to be sharing a Bayer designation. Lacaille had originally labelled the fainter one as Zeta, while Baily presupposed he had meant to label the brighter one. Reluctant to remove Lacaille's designation, he gave them both the Zeta designation. Altogether there are 62 stars brighter than magnitude 6.5 in the constellation. The pattern of the brightest stars resembles that of Ursa Minor, in that the stars form a pattern reminiscent of a bowl with a handle. Lying south-southeast of Acrux in neighbouring Crux is Alpha Muscae. It is the brightest star in the constellation with an apparent magnitude of 2.7. Lying around 310 light-years away, it is a blue-white star of spectral type B2IV-V that is around 4520 times as luminous and 8 times as massive as the Sun. The star is a Beta Cephei variable with about 4.7 times the Sun's diameter, and pulsates every 2.2 hours, varying by 1% in brightness. A nearby star of magnitude 13 may or may not be a companion star. Marking the fly's tail is Gamma Muscae, a blue-white star of spectral type B5V that varies between magnitudes 3.84 and 3.86 over a period of 2.7 days. It is a variable of a different type, classed as a slowly pulsating B star, a type of variable. It is around five times as massive as the Sun. Beta Muscae is a binary star system around 341 light-years distant that is composed of two blue-white main-sequence stars of spectral types B2V and B3V that orbit each other every 194 years. They are eight and six times as massive as the Sun, respectively, and have about 3.5 times its diameter. Zeta<sup>2</sup> Muscae is a white main sequence star of spectral type A5V around 330 light-years distant from Earth. It is part of a triple star system with faint companions at 0.5 and 32.4 arc seconds distance. Eta Muscae is a multiple star system, the two main components forming an eclipsing binary that has a combined spectral type of B8V and magnitude of 4.77 that dips by 0.05 magnitude every 2.39 days. Alpha, Beta, Gamma, HD 103079, Zeta<sup>2</sup> and (likely) Eta are all members of the Lower Centaurus Crux subgroup of the Scorpius–Centaurus association, a group of predominantly hot blue-white stars that share a common origin and proper motion across the galaxy. Delta and Epsilon mark the fly's left wing and right wing, respectively. With an apparent magnitude of 3.62, Delta is an orange giant of spectral type K2III located around 91 light-years away. Epsilon Muscae is a red giant of spectral type M5III and semiregular variable that ranges between magnitudes 3.99 and 4.31 over approximately 40 days. It has expanded to 130 times the Sun's diameter and 1800 to 2300 its luminosity. It was a star originally 1.5 to 2 times as massive as the Sun. Although of a similar distance—around 302 light-years—to the stars of the Lower Centaurus Crux subgroup, it is moving much faster at around 100 km/s and does not share a common origin. To the northwest lies Mu Muscae, an orange giant of spectral type K4III that varies between apparent magnitude 4.71 and 4.76, and has been classified as a slow, irregular variable. Near Mu is Lambda Muscae, the third-brightest star in the constellation and a white main-sequence star of spectral type A7V around 128 light-years distant from Earth. Located near Alpha is R Muscae, a classical Cepheid variable ranging from apparent magnitude 5.93 to 6.73 over 7.5 days. It is a yellow-white supergiant ranging between spectral types F7Ib and G2Ib, located around 2037 light-years away. S Muscae is likewise a classical Cepheid, a yellow-white supergiant ranging between spectral types F6Ib and G0Ib and magnitudes 5.89 to 6.49 over a period of 9.66 days. A luminous star around 5.9 times as massive as the Sun, it is a binary star with a blue-white main-sequence star companion likely to be of spectral type B3V to B5V with a mass of just over 5 solar masses, one of the hottest and brightest companions of a cepheid known. The two stars orbit each other every 505 days. Theta Muscae is a triple star system thought to be around 7,500 light-years distant. It consists of a spectroscopic binary system composed of the Wolf–Rayet star (spectral type: WC5 or 6) and an O-type main-sequence star (spectral type: O6 or O7) that orbit each other every 19 days and a blue supergiant (spectral type: O9.5/B0Iab) set about 46 milliarcseconds apart from them. If the system's estimated distance from Earth is accurate, the binary stars are about 0.5 astronomical units (AU) apart and the supergiant about 100 AU apart from them. All three are highly luminous; combined, they are likely to be over a million times as luminous as the Sun. TU Muscae is a binary star system located around 15,500 light-years away made up of two hot, luminous, blue main-sequence stars of spectral types O7.5V and O9.5V, with masses 23 and 15 times that of the Sun. The stars are so close that they are in contact with each other (overcontact binary) and are classed as a Beta Lyrae variable as their light varies from Earth as they eclipse each other. The system ranges from apparent magnitude 8.17 to 8.75 over around 1.4 days. Also known as Nova Muscae 1983, GQ Muscae is a binary system consisting of a white dwarf and small star that is about 10% as massive as the Sun. The two orbit each other every 1.4 hours. The white dwarf accumulates material from its companion star via its accretion disc. After a certain amount has accumulated, the star erupts, as it did in 1983, reaching a magnitude of 7.2. Discovered with a magnitude of 7.1 on 18 January 1983, it was the first nova from which X-rays were detected. The soft X-ray transient GRS 1124-683 (also known as Nova Muscae 1991) is a binary object consisting of an orange main-sequence star (GU Muscae) of spectral type K3V–K4V and a black hole of around six solar masses. During the 1991 outburst which led to its discovery, radiation was produced through a process of positron annihilation. GR Muscae is an X-ray source composed of a neutron star of between 1.2 and 1.8 times the mass of the Sun and a low-mass star likely to be around the mass of the Sun in close orbit. Finally, SY Muscae is a symbiotic star system composed of a red giant and white dwarf, where although the larger star is transferring mass to the smaller, no periodic eruption occurs nor does an accretion disc form. The star system varies in magnitude from 10.2 to 12.7 over a period of 624.5 days. V415 Muscae is a nova that had an outburst in 8 June 2022 with an apparent magnitude of +8.7. Three star systems have been discovered to have exoplanets. HD 111232 is a yellow main-sequence star around 78% as massive as the Sun around 95 light-years distant. It has a planet (HD 111232 b) around 6.8 times the mass of Jupiter that has an orbital period around 1143 days. HD 112410 is a yellow giant of spectral type G8III located around 439 light-years distant. With around 1.54 times the mass of the Sun, it is cooling and expanding along the red-giant branch, having left the main sequence after exhausting its core supply of hydrogen fuel. It has a substellar companion calculated to have a mass 9.2 times that of Jupiter and an orbital period of 124.6 days at a distance around 0.57 AU. Yet another member of the Lower Centaurus Crux subgroup, HD 100546 is a young, blue-white Herbig Ae/Be star of spectral type B9V that has yet to settle on the main sequence—the closest of these stars to Earth around 320 light-years distant. It is surrounded by a circumstellar debris disk from a distance of 0.2 to 4 AU, and again from 13 AU out to a few hundred AU, with evidence for a protoplanet forming at a distance around 47 AU. A gap exists between 4 and 13 AU, which appears to contain a large planet around 20 times the mass of Jupiter, although further examination of the disk profile indicates it might be a more massive object such as a brown dwarf or more than one planet. LP 145-141 is a white dwarf located 15 light-years distant—the fourth-closest to the Solar System. It is considered a good candidate to look for Jupiter-like planets, on account if its proximity and mass. ### Deep-sky objects Located on the border with Circinus is the unusual planetary nebula NGC 5189, estimated to be around 1750 light-years away from Earth. Its complex structure is due to multiple ejections of material from the ageing central star, which are distorted by the presence of a likely binary companion. Located 2.4° east of Eta Muscae is the magnitude-12.9 Engraved Hourglass Nebula (MyCn 18), which lies about 8000 light-years distant from Earth. To Eta's west lies IC 4191, a compact bluish planetary nebula of magnitude 10.6, thought to lie around 10,750 light-years away from Earth. West of Epsilon Muscae is NGC 4071, a large, diffuse planetary nebula of magnitude 12.7 with a magnitude 12 central star, thought to lie around 4000 light-years away from Earth. The Coalsack Nebula is a dark nebula located mainly in neighbouring Crux that intrudes into Musca. NGC 4463 is an open cluster located on its southwestern border. Around five light-years across, it is located around 3400 light-years away. The comparatively old globular cluster NGC 4833 near Delta Muscae was catalogued by Lacaille in 1755. It is 21,200 light-years distant and somewhat obscured by dust clouds near the galactic plane. The globular cluster NGC 4372 near Gamma Muscae is fainter and likewise partially obscured by dust, but spans more arc minutes. It is 18,900 light-years away from Earth and 23,000 light-years distant from the centre of the Milky Way. Its extremely low metallicity indicates it is very old—one of the oldest clusters in the Milky Way. Extending south from it is the Dark Doodad Nebula, resembling a dark L-shaped river through a bright field of stars. Another dark nebula in the constellation is BHR 71. ## See also - IAU-recognized constellations - Musca (Chinese astronomy)
23,047,813
Halo: Reach
1,173,855,181
2010 video game
[ "2010 video games", "Bungie games", "Cooperative video games", "Esports games", "Fiction set around Epsilon Eridani", "First-person shooters", "Halo (franchise) spin-off games", "Interquel video games", "Microsoft games", "Military science fiction video games", "Multiplayer and single-player video games", "Video game prequels", "Video games developed in the United States", "Video games set on fictional planets", "Video games with commentaries", "Video games with gender-selectable protagonists", "Video games with user-generated gameplay content", "Windows games", "Xbox 360 games", "Xbox One games" ]
Halo: Reach is a 2010 first-person shooter video game developed by Bungie and published by Microsoft Game Studios, originally for the Xbox 360. The fifth installment in the Halo series and a direct prequel to Halo: Combat Evolved, Reach was released worldwide in September 2010. The game takes place in the year 2552, where humanity is locked in a war with the alien Covenant. Players control Noble Six, a member of an elite supersoldier squad, when the human world known as Reach falls under Covenant attack. After releasing Halo 3 in 2007, Bungie split into teams to develop two different games—what would become Halo 3: ODST and Reach. The developers decided to create a prequel to the original Halo game trilogy, freeing themselves from the obligation of addressing old story threads. As the game would take place on a human world doomed to be destroyed, they focused on making the environment a character unto itself. Longtime Halo composers Martin O'Donnell and Michael Salvatori returned to compose Reach's music, aiming for a more somber sound to match the story. Reach was announced at E3 2009 in Los Angeles, and the first in-engine trailer was shown at the 2009 Spike Video Game Awards. Players who purchased ODST were eligible to participate in a Reach multiplayer beta in May 2010; the beta allowed Bungie to gain player feedback for fixing bugs and making gameplay tweaks before shipping the final version. Microsoft gave Reach its biggest game marketing budget yet and created award-winning live-action commercials, action figures, and interactive media to promote the game. The game grossed US\$200 million on its launch day, setting a new record for the franchise. Reach sold well in most territories, moving more than three million units its first month in North America. Critical reception was positive; reviewers from publications such as GamePro, IGN, and Official Xbox Magazine called it the best Halo title yet. Critics generally praised the game's graphics and sound, but the plot and characters were less positively received. Reach was Bungie's final Halo game; subsequent games have been overseen by Microsoft subsidiary 343 Industries. The game was released for Windows and Xbox One as part of the Halo: The Master Chief Collection in December 2019. ## Gameplay Halo: Reach is a first-person shooter in which players predominantly experience gameplay from a first-person perspective; the game perspective switches to third-person when using certain weapons, equipments, vehicles and when a player dies. Gameplay is more similar to Halo: Combat Evolved than later games in the series. The player's heads-up display shows and tracks a player's current weapons, abilities, and health; it also contains a compass and a "motion tracker" that registers moving allies, enemies, and vehicles in a certain radius of the player. The HUD changes when the player pilots vehicles. In the game's campaign, which can be played alone or cooperatively, players assume the role of Noble Six, a supersoldier engaged in combat with the alien collective known as the Covenant. The Covenant come in eight distinct varieties with different ranks and classes for each type; for example, Elites are the leaders of a group, while Grunts are less intelligent and only dangerous in large groups. The player is equipped with a recharging energy shield that absorbs damage from weapons, fire and impacts. When the energy shield is depleted, the player loses health. When the player's health reaches zero, the character dies and the game reloads from a saved checkpoint. Health is replenished using health packs scattered throughout Reach's levels. The campaign's encounters with enemies are typically large, open spaces with weapons caches, cover from enemy fire and strategic vantage points. New to the Halo series are dogfight sequences set in space. Reach features updated versions of old weapons, plus new weapons fulfilling various combat roles. In Halo 3, players can carry single-use equipment power-ups that offer temporary offensive or defensive advantages. This system of single-use equipment is replaced in Reach by reusable and persistent armor abilities that remain with a character until they are replaced by a different equipment. The abilities are sprint, which allows the player to move at an increased rate for several seconds; jetpack, which allows the player to fly for a limited time; active camouflage, which makes a player harder to see (the less the player moves, the more camouflaged they will be); hologram, which creates a facsimile of the player running towards a target point; drop shield, which creates a bubble that heals those inside and protects them from a limited amount of damage; and armor lock, which immobilizes the player, but grants invincibility for a brief period of time. When the player exits armor lock, they release a close range EMP, breaking nearby players' shields and pushing away movable objects. If a vehicle rams a player that is armor locking, the vehicle will sustain heavy damage. When playing as a Covenant Elites, players also have access to an evade armor ability which allows the player to quickly dash in any direction. ### Multiplayer Reach supports player-versus-player multiplayer through split-screen on a single Xbox 360, local networks (System Link), and the Xbox Live service before servers were shut down in January 2022. The game includes standard multiplayer modes such as "Slayer" and Capture The Flag, as well as game types new to the franchise. In "Headhunter", players drop skulls upon death, which other players can pick up and deposit at special zones for points. When players die, all their accumulated skulls are dropped. "Stockpile" has teams race to collect neutral flags, holding them at capture points every minute for points. "Generator Defense" pits three human supersoldiers, or Spartans, against three Covenant soldiers called Elites. The Elites' objective is to destroy three generators, while the Spartans defend the installation. After every round, the players switch roles. "Invasion" is a six versus six mode with three squads of two on each team. The game type matches Spartans against Elites; Elites vie for control of territories to disable a shield guarding a navigation core. Once the shield is disabled, they must transfer the core to a dropship; the Spartans must prevent this. As the game progresses, new vehicles and areas of the map become open. The gameplay for Spartans and Elites is similar, but not identical. Elites are larger, move faster, and can fully regenerate their health. Depending on the game mode the player chooses, Spartans and Elites have different default loadouts. However, if playing locally, the player can alter the loadouts for both Spartans and Elites to be whatever the player chooses in the settings menu. Alongside other multiplayer options is "firefight", where players take on increasingly difficult waves of foes in a game of survival. Players can customize the firefight options, including the number and types of enemies. Firefight versus allows a player-controlled Elite team to try to stop a Spartan team from scoring points. Game modes like generator defense are also playable in firefight. Also included with Reach is "Forge", a level editor. Players can edit the default multiplayer maps and a large empty map known as "Forge World", adding or modifying spawn points, weapons and items. Objects may be phased into other objects, and can also be snapped to specific orientations. Other included features are the "theater", where players can watch saved films of their games and take screenshots and video clips for posterity, and the file share, where players can upload their screenshots, films, custom maps, and gametypes for public viewing. ## Campaign ### Setting and characters Reach takes place in a futuristic science fiction setting; the year is 2552, shortly before the events of the video game Halo: Combat Evolved, and during the events of the novel Halo: The Fall of Reach. Halo: Reach largely ignores the canon and timeline of events established in the novel, leading to several plot inconsistencies in the franchise. Humans, under the auspices of the United Nations Space Command (UNSC), have been waging a long war against a collective of alien races known as the Covenant. By the events of Reach, almost all of humanity's interstellar colonies have fallen. Reach itself is an Earth-like colony that serves as the UNSC's main military hub in the system of Epsilon Eridani. The colony is home to over 700 million civilians in addition to the military presence there. The game follows the actions of "Noble Team", a UNSC special operations unit composed of elite supersoldiers known as Spartans. Players assume the role of a new addition to the team identified by the call sign Noble Six. Noble Team's leader is Carter-A259, a no-nonsense soldier. His second-in-command, Catherine-B320 (referred to by other team members as "Kat"), has a bionic arm; together, Carter and Kat are the only remaining original members of Noble Team. The other current members include heavy weapons specialist and surviving Spartan-II Jorge-052, assault specialist Emile-A239, and marksman Jun-A266. ### Plot Noble Six meets the rest of Noble Team, shortly before they are dispatched to investigate why a communications relay has gone offline. They discover Covenant forces have invaded Reach. The team is relocated to defend Sword Base, an Office of Naval Intelligence (ONI) installation, from a Covenant assault. After repelling the attack, Noble Team meets Catherine Halsey, a scientist and the mastermind behind the Spartan program and their MJOLNIR powered armor. Halsey enquires about Noble's engagement at the relay, suspecting that the Covenant were attempting to retrieve highly classified ONI data from the site. Jun and Six discover an invasion force gathering on the planet. The UNSC launches an assault the next morning to repel the invasion. Noble Team assists the strike force, targeting key artillery stations and command posts. A cloaked Covenant supercarrier reveals itself; lacking a conventional weapon to destroy the carrier, Jorge and Six smuggle a slipspace engine onto a Covenant corvette en route to refuel at the carrier. With the timer damaged, Jorge drops Six out of the hangar of the corvette, remaining behind to detonate the engine manually and destroy the carrier. Another Covenant fleet arrives soon afterwards. Back on the surface, Six assists with city defense and civilian evacuation and reunites with Noble Team, but Kat is killed by a Covenant sniper. Recalled to Sword Base for a scorched earth demolition mission, Noble Team is redirected underground by Halsey to an ancient alien artifact, which she believes is vital to winning the war against the Covenant. Noble Team is entrusted with transporting the artificial intelligence Cortana and her data on the artifact to the UNSC ship Pillar of Autumn, docked at a shipyard. Jun leaves the team to escort Halsey to safety. En route to the Pillar of Autumn, Carter is wounded and sacrifices himself to allow Six and Emile to reach the shipyard. Emile uses a mass driver emplacement to defend the Autumn against enemies while Six gives Cortana to Autumn's captain, Jacob Keyes. When Emile is killed, Six remains behind to operate the gun and ensure Autumn's escape. Cortana, using the data from the alien artifact, leads the Autumn to a Halo ringworld, leading to the events of Halo: Combat Evolved. In a post-credits scene, Six fights a last stand against overwhelming Covenant forces. In 2589, Six's helmet remains on the grassy plains of a now-restored Reach. A narration by Halsey eulogizes Noble Team, who enabled humanity's victory over the Covenant. ## Development ### Announcements and teasers Halo: Reach was announced on June 1, 2009, accompanied by a trailer at the Microsoft Electronic Entertainment Expo (E3) press conference. A press release announced that an invitation to the open multiplayer beta of the game would appear in 2010. Reach is Bungie's last game development for the Halo series. Responsibility for developing future Halo games fell to Microsoft subsidiary 343 Industries. A trailer released March 3, 2010, showcased the game's multiplayer. Bungie revealed parts of the game's campaign and Firefight at E3 2010. The game reached the "zero bug release" milestone on June 23, signifying a shift from content creation to troubleshooting; buggy artificial intelligence or other elements would be removed rather than fixed at this point because of time constraints. Bungie released the complete list of achievements for the game on July 30, including their titles, symbols, and requirements, and completed Reach between the end of July and beginning of August 2010. ### Design After Halo 3, development studio Bungie created an internal team to work on Peter Jackson's planned Halo game, Halo Chronicles. Chronicles was eventually canceled and the team began working on a standalone expansion project—Halo 3: ODST—while another team, led by creative director Marcus Lehto and design lead Christian Allen, worked on Reach. The team considered many different concepts and approaches to the game; among the rejected ideas was a sequel to Halo 3. The team eventually settled on a prequel to the first Halo game in brainstorming sessions. It would take place on the planet Reach, during a pivotal time in the war. "Reach, as a fictional planet, was just a great candidate [to] play around with. It's such a rich world, with such a great fiction surrounding it," said Lehto. "We were like: 'Okay, that's it. We've just got a lot of things we can do there so we can build an immense story with it.'" No longer burdened with continuing the story threads of the Halo trilogy, Bungie used Reach to introduce new characters and settings. As Reach ends with the destruction of the titular planet, Bungie wanted to be sure players still felt a sense of accomplishment and success. "It is a challenge overall to ensure the player feels they're doing the right thing all the way to the end," said Lehto. Lehto recalled that making a character-driven story was a great challenge—players would come to know more about them as they progressed through the campaign, but the Spartan characters also had to behave intelligently. The Halo games consistently featured protagonists that were silent during gameplay sequences. Community manager Brian Jarrard pushed for allowing players to choose a female Noble Six and have the cinematics and dialogue change accordingly. The post-credit game sequence was the subject of intense discussion; some at Bungie wanted to remove it. Executive producer Joe Tung noted, "the 'survive' component ... felt great to us. We definitely talked about different versions of how that was happening and different versions of ending [the game] cinematically, but I think the way that it ultimately ended up is just a really well-paced, significant and emotionally impactful ending." The developers originally intended to port existing Halo 3 assets to Reach and update them. For Halo 3, Bungie had been forced to shrink parts of the game to fit the game engine's constraints, but wanted to make Reach look better than its predecessors. "The more we started looking into this, the more we found that realistically we could rebuild each asset from scratch with a huge increase in quality without significantly investing more time," said Bungie 3D artist Scott Shepherd. Texture resolution and polygon counts for models increased; the Reach assault rifle is constructed of more polygons than an entire Marine character from Halo 3. The prequel concept also gave the art team an opportunity to redesign key enemies, weapons, and elements of the series. Artists found inspiration in the original concept art for Halo: Combat Evolved; the shape for the redesigned Covenant Grunts came from a sketch that concept artist Shi Kai Wang created ten years earlier. The developers redesigned the game engine, the software that handles rendering and much of gameplay. Bungie hired an expert in motion capture to develop more realistic character animations. Building a motion capture studio in-house saved Bungie time as motion capture data could be applied to the game models the same day it was shot. The developers sought to increase replay value by focusing on improving artificial intelligence. Rather than scripting enemy encounters, they focused on a more open world or sandbox approach to battles. ### Audio Martin O'Donnell scored Reach with additional music by Michael Salvatori. O'Donnell wrote "somber, more visceral" music since the plot is character-driven and focuses on a planet that is already known—in the Halo fictional universe—to have fallen. The first music he wrote for Reach was played for the game's world premiere, and he used it as a starting piece to develop further themes. O'Donnell began work on Reach while ODST, for which he also wrote the music, was still in production, but did not begin composing until August 2009. Past Halo collaborators Salvatori, C. Paul Johnson, and Stan LePard assisted O'Donnell. Both Reach and ODST don't have the Gregorian chant. With Reach, he did not give them strictly divided responsibilities. "I decided this time to come up with some themes, tempos, keys, and other basic starting points for musical ideas," explained O'Donnell. "I shared these with all the other composers and just asked them to take off if they felt inspired by any of that material." The works-in-progress they came up with were either retouched by O'Donnell or sent back to be finished by their composer. In previous Halo games, sections of music overlap and change depending on player action. Reach's system of interactive audio was much more complex, featuring the ability to combine up to seven layers of instrumentation compared to Combat Evolved's two. Developers also expanded the sound effect system. Every interacting object in Reach produces two sounds for respective objects; for example, a Warthog vehicle that hits an armored Covenant soldier produces a crunching metal noise based on the two colliding elements. The interaction between objects and terrain was demonstrated in an in-game environment that O'Donnell called "the stripey room" after the bands of alternating colors on the objects and environment. ### Multiplayer beta Reach's multiplayer beta was open to owners of Halo 3: ODST. More than three million copies of ODST were sold by November 2009. Bungie estimated between two and three million players for the upcoming Reach beta, compared to the 800,000 that participated in Halo 3's trial. Development schedules forced Bungie to release a six-week-old beta, fraught with bugs and issues already addressed in newer builds. Though concerned that these issues might tarnish the game's image, Jarrard noted that they had little choice but to ship it as it was and communicate with players concerning the fixes. More than 2.7 million players participated in the beta, which lasted from May 3 to 20. The game was rolled out from an internal group of Bungie and Microsoft employees, with the total number of players in the thousands. When the beta went public, more than a million played the first day, causing back-end servers to struggle to handle the traffic. While the engineering team had overestimated server load, bugs in server clusters caused game uploads to become backed up, slowing matchmaking until the underlying issues could be fixed. Jarrard noted that the 16 million total hours of play time and large-scale rollout of the beta was vital to seeing how Reach would perform. Bungie used the beta to fix mistakes, glitches, and balance issues within gameplay elements. "We needed our fans to provide feedback," said Lehto, adding that having a large audience to "hammer" on the game allowed them to gather useful feedback to mold the finished product. The game automatically collected statistics such as upload and matchmaking speeds, as well as game preferences; sorting out what Jarrard called "the more subjective anecdotal feedback" from emails, notes, and forums proved more difficult. The Reach beta generated over 360,000 forum posts on Bungie's community forums. Bungie created official threads for groups of issues to manage the high volume of feedback; "We tried to give people a little bit more of a direct avenue to give that feedback and to make our lives easier. It was definitely a lot to assess and digest," said Jarrard. Certain feedback from the players did not correlate with the statistical data obtained from the matches during the beta. Chris Carney, the lead designer for the multiplayer mode, recalled vocal dissatisfaction with the pistol early in the beta; by the end of the beta, the weapon was responsible for most of the kills coming from newly included weapons in the game. Bungie deployed special test matches to eliminate lurking variables, balance gameplay, and make other informed changes. ## Release Reach was released in three editions on September 14, 2010. The standard edition consisted of the game and its manual. The limited edition featured an artifact bag with story information, different packaging, and an exclusive set of in-game Elite armor. The "legendary edition" contained all the materials from the limited edition, a different packaging, two hours of developer commentary on the game's cutscenes, an in-game Spartan armor effect, and a 10-pound (4.5 kg) statue created by McFarlane Toys. North American players who purchased a first run copy of the game (in-store near launch day or pre-ordered) received an in-game Spartan "recon" helmet customization; players in other regions could earn it only by pre-ordering. Reach also came bundled with a limited edition Xbox 360 Slim that sports Halo-themed sounds and finish and two controllers. Microsoft later listed Reach as an Xbox Live Marketplace download on August 12, 2010, at a price of 99999 Microsoft Points (\~US\$1250). A spokesperson confirmed the download was for media review purposes, and that there were no plans to distribute the game to the public through Games on Demand. Four days later, hackers managed to access, download, and distribute the game online; Microsoft stated they were investigating the matter. Halo 2, Halo 3, and ODST were similarly leaked ahead of their planned release. Bungie released a demo on May 24, 2011, featuring a single player level from the game's story mode, a multiplayer competitive map, and a cooperative firefight mission. Halo: Reach was released for Windows and Xbox One as part of Halo: The Master Chief Collection on December 3, 2019. ### Marketing According to Jarrard, the team decided to have much more "grandiose" marketing for Reach than that of ODST. Microsoft gave Reach its largest game marketing budget at the time, surpassing the scale and \$6.5 million cost of Halo 3's award-winning marketing. Marketers focused their efforts on connecting with consumers via universal themes, rather than outdoing Halo 3's push. Interpublic Group of Companies' AgencyTwoFifteen handled strategy and video development for the marketing push, while AKQA developed interactive components. The agencies were involved with Halo 3's marketing. The advertisers' brief was simple: "Remember Reach. Focus on the heroes, not the victims. Expand our audience beyond Halo fanboys." The advertising campaign commenced in April 2010 with the live-action short "Birth of a Spartan". A series of online videos highlighting a day in the life of average Reach citizens before the Covenant invade, began on August 23, followed by TV spots on August 29. The series concluded in late August with another short, "Deliver Hope". As part of the promotions, Microsoft created an interactive light sculpture; users logged onto a website where they could direct a KUKA industrial robot to plot pinpricks of light; over 54,000 points created a monument to Noble Team that faded unless more points were plotted. Reach's marketing won several industry distinctions, among them thirteen medals from the MI6 Game Marketing Conference Awards. Several lines of tie-in merchandise were launched. McFarlane, who had produced toys for Halo 3, created a line of five-inch action figures, while Square Enix's Play Arts toy label created additional figures. Reach was released Tuesday, September 14 in 25 countries. Tens of thousands of stores signed up for midnight launch events; sponsored events took place in London, Oslo, Stockholm, and New York. ### Sales Reach made \$200 million in first-day sales, a record for the franchise. Its strong sales suggested to analysts that core titles in the holiday season could reverse sluggish video game sales in 2010. In its first sixteen days the game sold \$350 million worth of merchandise. Reach premiered at the top of Xbox 360 and multi-platform charts in most territories. Figures from the NPD Group estimated that Reach sold 3.3 million units in North America, making it the third game for its console generation (Xbox 360, PS3, Wii) to sell more than three million units during the first month of its release (alongside Halo 3 and Modern Warfare 2). Halo: Reach became the third bestselling game of 2010 in North America, behind Call of Duty: Black Ops and Madden NFL 11. It sold 4.7 million units by September 2011. In the United Kingdom, Reach's opening week was the fifth-best launch in the territory, beating Halo 3's debut by 20,000 units and ODST's by 200,000 units. In its second week on the UK charts Reach was the second bestselling title, displaced by the racing game F1 2010. Reach continued to hold the top place in North America. In Japan, the game debuted at first place with 44,413 units, but fared poorly in the long-term (as have other Halo games). This showing was above ODST's sales of 29,734 in the comparable timeframe, but below Halo 3's 61,143. Reach dropped out of the top 20 best selling titles entirely its second week. ### Downloadable content Reach supports additional downloadable content (DLC). Bungie released the game's first DLC, dubbed the "Noble Map Pack", on November 30, 2010; this map pack contains three maps, unique in that they are not based on Reach campaign levels. Microsoft partnered with Certain Affinity, which had worked on Halo 2 maps, to produce the second, "Defiant Map Pack", made available for download on March 15, 2011. A "title update" was released by 343 Industries for Reach that modified game mechanics such as bullet spread and melee damage. The update also contained playlists for Halo: Combat Evolved Anniversary. Purchasers of anniversary edition received a voucher to download the game's seven multiplayer maps directly into Reach, the map pack was also made available to purchase via the Xbox Live Marketplace. ## Reception Halo: Reach received critical acclaim upon its release. On aggregating review website Metacritic, it holds an average of 91/100. Critics such as 1UP.com's Thierry Nguyen, the staff of Edge, GamePro's Matt Cabral, and others considered Reach the best Halo title yet. Reviewers noted there were few major changes to the Halo formula; IGN's Erik Brudvig wrote that Reach was not "another rehash", though franchise veterans would feel immediately at home with the game. Nguyen, Tom Hoggins of The Daily Telegraph, and others wrote that Reach took the best elements from previous games and combined them in Bungie's final entry. Hoggins noted that this approach made Reach "a blistering, breathless crescendo to a decade's worth of work", but also that it was unlikely to convert non-Halo fans. The Daily Mirror's Kevin Lynch praised Bungie for introducing new gameplay mechanics like jetpacks without ruining the title's learning curve or game balance. Brudvig praised the campaign for avoiding the "repetitive landscapes and circuitous, difficult to follow plots" of past Halo titles. GameSpot's Chris Watters and others felt the artificial intelligence of friendly non-player characters was less advanced than that of enemies, especially while driving. Steve Boxer wrote for The Guardian that Reach's story made previous entries feel "amateurish"; Nguyen felt that whereas previous Halo titles had become mired in inconsistencies and Star Trek-like technobabble, Reach told a broader and more accessible story. Despite this, he contended, the game suffered from archetypal characters with which players spent little time: "I almost forgot that Noble Four (Emile) even existed for a big chunk of the campaign, as I rarely saw him." Wired's Gus Mastrapa unfavorably compared Noble Team to the marines of Aliens, writing that most of the characters were unmemorable and one-dimensional. Nguyen also faulted the game for occasional lapses in exposition, but summed these up as "minor quibbles" compared to the improvements. In contrast, GamesRadar's Charlie Baratt opined that Reach's campaign was better than ODST's, but lacked the "franchise-changing potential" it promised. Lynch judged that while Bungie still had not learned to create a perfect story, "[Reach] does expertly set up bombastic scene after scene". Ben Kuchera of Ars Technica enjoyed the multiplayer component of Reach for its scope—"no matter how you play, you will find something to like." Reviewers lauded the many customization options available to players: Watters and Kuchera praised the concept of psych profiles to hone more agreeable teammate selections, but questioned its effectiveness; G4 considered Reach's Forge World more expansive and impressive than Halo 3's Forge offerings; and Lynch wrote that the sheer quantity of multiplayer options would give the game a long life cycle for players. Critics considered the audio-visual components a marked advance over Halo 3 and ODST's. The New Zealand Herald's Troy Rawhiti-Forbes wrote that with the improved graphics and animation, "[Reach] looks just like a big-budget Hollywood project." Official Xbox Magazine acknowledged better graphics in other games, but praised Reach for "eye-catching beauty and breathless scope", noting that the inclusion of wildlife and civilians heightened the impression of a planet under siege. Martin Robinson of IGN UK appreciated O'Donnell's moody score and the redone sound effects, writing that the new weapons "feel like they're about to tear your hands off". ### Awards
321,090
Henry (bishop of Finland)
1,169,133,066
Bishop of Finland (died 1156)
[ "1100 births", "1156 deaths", "12th-century Christian saints", "12th-century Roman Catholic bishops in Sweden", "Finnish Roman Catholic bishops", "Lutheran saints", "Medieval English saints", "Medieval Swedish saints", "People of medieval Finland", "People whose existence is disputed", "Pre-Reformation saints of the Lutheran liturgical calendar" ]
Henry (Finnish: Henrik; Swedish: Henrik; Latin: Henricus; died c. 20 January 1156) was a medieval English clergyman. He came to Sweden with Cardinal Nicholas Breakspeare in 1153 and was most likely designated to be the new Archbishop of Uppsala, but the independent church province of Sweden could only be established in 1164 after the civil war, and Henry would have been sent to organize the Church in Finland, where Christians had already existed for two centuries. According to legend, he entered Finland together with King Saint Eric of Sweden and died as a martyr, becoming a central figure in the local Catholic Church. However, the authenticity of the accounts of his life and ministry are widely disputed and there are no historical records of his birth, existence or death. Together with his alleged murderer, peasant Lalli, Henry is an important figure in the early history of Finland. His feast is celebrated by the majority Lutheran Church of Finland, as well as by the Catholic Church of Finland. He is commemorated in the liturgical calendars of several Lutheran and Anglican churches. ## Legend ### Vita and miracula The legend of Bishop Henry's life, or his Vita, was written 150 years after his time, at the end of the 13th century, and contains little concrete information about him. He is said to have been an English-born bishop in Uppsala at the time of King Eric the Saint of Sweden in the mid-12th century, ruling the peaceful kingdom with the king in heavenly co-existence. To tackle the perceived threat from the non-Christian Finns, Eric and Henry were forced to do battle with them. After they had conquered Finland, baptized the people and built many churches, the victorious king returned to Sweden while Henry (Henricus) remained with the Finns, more willing to live the life of a preacher than that of a high bishop. The legend draws to a conclusion as Henry attempted to give a canonical punishment to a murderer. The accused man became enraged and killed the bishop, who was thus considered to be a martyr. The legend strongly emphasizes that Henry was a Bishop of Uppsala, not a Bishop of Finland which became a conventional claim later on, also by the church itself. He stayed in Finland out of pity, but was never appointed as a bishop there. The legend does not state whether there had been bishops in Finland before his time or what happened after his death; it does not even mention his burial in Finland. The vita is so void of any concrete information about Finland that it could have been created anywhere. The Latin is scholastic and the grammar is in general exceptionally good. Henry's Vita is followed by the more local miracula, a list of eleven miracles that various people were said to have experienced sometime after the bishop's death. With the exception of a priest in Skara who suffered a stomach ache after mocking Henry, all miracles seem to have taken place in Finland. The other miracles, which usually occurred following prayer to Bishop Henry, were: 1. The murderer lost his scalp when he put the bishop's hat on his head 2. The Bishop's finger was found the next Spring 3. A boy was raised from the dead in Kaisala 4. A girl was raised from the dead in Vehmaa 5. A sick woman was healed in Sastamala 6. A Franciscan called Erlend had his headache healed 7. A blind woman got back her eyesight in Kyrö 8. A man with a paralyzed leg could walk again in Kyrö 9. A sick girl was healed 10. A group of fishermen from Kokemäki survived a storm Most versions of Henry's legend only include a selection of these miracles. ### Development of the legend Henry and his crusade to Finland were also a part of the legend of King Eric. The appendix of the early 13th century Västgötalagen, which has a short description of Eric's memorable deeds, also makes no reference to Henry or the crusade. Henry and the crusade do not appear until a version of Eric's legend that dates to 1344. Similarities in the factual content and phraseology regarding the common events indicate that either one of the legends has acted as the model for the other. Henry's legend is commonly considered to have been written during the 1280s or 1290s at the latest, for the consecration of the Cathedral of Turku in 1300, when his alleged remains were translated there from Nousiainen, a parish not far from Turku. #### Absence from the historical record Yet, even as late as in the 1470s, the crusade legend was ignored in the Chronica regni Gothorum, a chronicle of the history of Sweden, written by Ericus Olai, the Canon of the Uppsala cathedral. Noteworthy in the development of the legend is that the first canonically elected Bishop of Turku, Johan (1286–1289) of Polish origin, was elected as the Archbishop of Uppsala in 1289, after three years in office in Turku. The Swedish bishops of Finland before him, Bero, Ragvald and Kettil, had apparently been selected by the King of Sweden. Related to the new situation was also the appointment of the king's brother as the Duke of Finland in 1284, which challenged the Bishop's earlier position as the sole authority on all local matters. Johan was followed in Turku by Bishop Magnus (1291–1308), who had been born in Finland. In 1291 a document by the cathedral chapter makes no reference to Henry even though it mentions the cathedral and election of the new bishop many times. A papal letter by Pope Nicholas IV from 1292 has the Virgin Mary as the sole patrona in Turku. #### Appearance in the historical record The first mention of Bishop Henry in historical sources is from 1298, when he is mentioned along with king Eric in a document from a provincial synod of Uppsala in Telge. This document, although mentioned many times as a source over the centuries, was not correctly dated until 1910. The legend itself is also first referred in a letter by the Archbishop of Uppsala in 1298, where Eric and Henry are mentioned together as martyrs who needed to be prayed to for the sake of the situation in Karelia, associating their alleged crusade to Finland with the new expeditions against Novgorod. The war between Novgorod and Sweden for the control of Karelia had started in 1293. The first certain appearance of Henry's image in the seal of the Bishop of Turku is not until 1299. The first mention of Henry of Uppsala being the patron saint of Turku cathedral is not until 14 August 1320, when he is mentioned as the second patron of the cathedral after Virgin Mary. When he is later addressed by Pope Boniface IX as the patronus of the Cathedral of Turku along with the Virgin Mary, and referred to as a saint, it was in the year 1391. Some sources claim that Henry was canonized in 1158, but this information has been traced to a late publication by Johannes Vastovius in 1623 and is generally regarded as a fabrication. Thus, Henry's veneration as a saint and his relation to King Eric seem to have emerged in the historical record at the same time in the mid-1290s with strong support from the church. This correlates with the start of the war against Novgorod. Sources do not support the popular assumption that Henry's cult developed in Nousiainen and gradually spread among ordinary people before official adoption. In 1232, the church in Nousiainen was consecrated only to the Virgin Mary, and it was not until 1452 that Henry was mentioned as the patronus of Nousiainen. ### Veneration Despite the high-profile start of Henry's cultus, it took more than 100 years for the veneration of Saint Henry to gain widespread acceptance throughout Sweden. As of 1344 there were no relics of the bishop in the Cathedral of Uppsala. According to one biographer, Henry's veneration was rare outside the Diocese of Turku throughout the 14th century. Vadstena Abbey near Linköping seems to have played a key role in establishment of Henry's legend elsewhere in Sweden in the early 15th century. Henry never received the highest totum duplex veneration in Uppsala nor was he made a patronus of the church there, which status he had both in Turku and Nousiainen. At the end of the Roman Catholic era in Sweden, Henry was well established as a local saint. The dioceses in Sweden and elsewhere venerating Henry were as follows, categorized by his local ranking: 1. Totum duplex: Turku, Linköping, Strängnäs 2. Duplex: Uppsala, Lund (Denmark), Västerås, Växjö 3. Semiduplex: Nidaros (Norway) 4. Simplex: Skara Henry seems to have been known in northern Germany, but he was largely ignored elsewhere in the Roman Catholic world. In the Bishopric of Turku, the annual feast day of Henry was January 20 (talviheikki, "Winter Henry"), according to traditions the day of his death. Elsewhere his memorial was held already on January 19, since more prominent saints were already commemorated on January 20. After the Reformation, Henry's day was moved to the 19th in Finland as well. The existence of the feast day is first mentioned in 1335, and is known to have been marked in the liturgical calendar from the early 15th century onwards. Another memorial was held on June 18 (kesäheikki, "Summer Henry") which was the day of the translation of his relics to the Cathedral of Turku. Gaudeamus omnes ("Let all rejoice"), a Gregorian introit for the Mass in honor of Henry has survived within the late 14th or early 15th century Graduale Aboense. ### Political dimensions According to legend, establishment of the church of Finland was entirely the work of the saint-king Eric of Sweden, assisted by the bishop from the most important diocese in the country. The first half of the legend describes how the king and the bishop ruled Sweden like 'two great lights' with feelings of 'internal love' toward each other, emphasizing the peaceful coexistence of the secular and ecclesiastical rule during a happy era when 'predatory wolves' could not hit their 'poisonous teeth against the innocent'. The reality was quite different – Eric's predecessor, Eric himself and two of his successors were all murdered almost within a decade, one of the bloodiest times for the Swedish royalty. In the 1150s, the Bishop of Uppsala was also in a bitter fight with the Bishop of Linköping over which see would become archiepiscopal. The crusade itself is described as a brief and bloodless event that was only performed to bring the "blind and evil heathen people of Finland" under Christian order. The writer of the legend seems to have been especially interested in presenting the bishop as a humble martyr. He has fully ignored his place of death and burial and other "domestic" Finnish interests, which were much more apparent in folk traditions. The legend and folk traditions eventually influenced each other, and the church gradually adopted many additional details to its saint bishop. ## Folk traditions Among the many folk traditions about Henry, the most prominent is the folk poem "The Death-lay of Bishop Henry" (Piispa Henrikin surmavirsi). The poem almost completely ignores Henry's life and ministry and concentrates on his death. ### Henry's origins According to the poem, Henry had grown up in "Cabbage Land" (Kaalimaa), which has puzzled Finnish historians for centuries. The name might be connected to a coastal area in northern Finland Proper called Kaland, which is also mentioned in conjunction with an unrelated early preacher in Vesilahti, upper Satakunta, whose local name was "Fish of Kaland" (Kalannin kala, also known as Hunnun herra). Bishop Mikael Agricola wrote in his Se Wsi Testamenti in 1548, that the earliest Swedish settlers in Finland had come from Gotland to the islets on the coast of Kaland, being harassed by Finns and seeking help from their relatives in Sweden. It has also been suggested that the name might be related to Gaelic, which would presumably have referred to the bishop's Scottish origins, though the legend gives him as a native Englishman. Folk traditions have no information on the crusade whatsoever. King Eric is briefly mentioned in the death-lay's preface as Henry's concerned "brother". Henry appears as a lone preacher who moved around southwestern Finland more or less on his own. Besides the name, he has only little in common with the Henry in the church vita. Kokemäki is often mentioned in traditions as a place where Henry preached. Kokemäki was later one of the central parishes in Satakunta. This province was first mentioned in historical documents in 1331. ### Death and burial The death-lay's version of the bishop's death was different from the vita. The bishop's killer was called Lalli. Lalli's wife Kerttu falsely claimed to him that upon leaving the manor, their ungrateful guest Henry, travelling around on his own in the middle of winter, had without permission or recompense, through violence, taken food, cake from the oven and beer from the cellar, for himself and hay for his horse, and left nothing but ashes. This is supposed to have enraged Lalli so that he immediately grabbed his skis and went in pursuit of the thief, finally chasing Henry down on the ice of Lake Köyliönjärvi in Eura. There he killed him on the spot with an axe. Lalli then proceeded to steal the late holy man's hat, called a mitre, and place it on his own head. When Lalli's mother questioned him about where he found the hat, he attempted to take it off, but with it came his scalp. Lalli then died a painful death. The 17th century lay version smugly comments that: > > Now the bishop is in joy, Lalli in evil torture. The bishop sings with the angels, Performs a joyful hymn. Lalli is skiing down in hell. His left ski slides along. Into the thick smoke of torture. With his staff he strikes about: Demons beset him cruelly. In the swelter of hell They assail his pitiful soul. The 17th century lay version of the tale was intended to be performed during the annual pilgrimage along Henrik's final route. In some versions of the poem, considered older, Lalli's weapon was a sword. The axe was the murder weapon of Saint Olaf, who was very popular in Finland and may have influenced Henry's legend. However, since Lalli is not portrayed as a member of the upper class, it is unlikely that he possessed an expensive weapon like a sword, and the axe is a more historically likely choice for Henry's murder. Before his death, Henry instructed the coachman to gather his remaining body parts in a cloth tied with blue string, place it in a cart drawn by a stallion. When the stallion broke, he was to replace it with an ox, and when the ox stopped, he was to build a church. This is where Henrik's remains were to be buried. Medieval folk traditions enumerate the pestilences and misfortunes which befell Lalli after his slaying of the bishop. His hair and scalp are said to have fallen out as he took off the bishop's cap, taken as a trophy. Removing the bishop's ring from his finger, just bones remained. Eventually he ran into a lake and drowned himself. ### Development of folk traditions Basically the death-lay is a simple story of a short-tempered man who falls victim of his "bad-mouthed wife's" sharp tongue. The poem has no pity for Lalli, and he is not depicted as a hero in a story whose true antagonist is Kerttu. The depiction of Henry's death built on an independent tradition that was once in direct competition with that of the legend, which is largely forgotten today. It remains unknown whether the two traditions were built around the same person. The poem, following the traditional Kalevala metre, has survived as several 17th and 18th century literations from various parts of Finland. Some of its elements appear in earlier works, but it hardly dates older than the vita. There is debate on whether the original poem was constructed by one or more individuals. The writer has however had superficial understanding of the church legends. Both Lalli (Laurentius) and Kerttu (Gertrud) are originally German names, which might indicate that the poem was partly constructed on foreign models, whose influence is visible in other aspects, too. The way Lalli is manipulated to commit the crime and what happens to him later seem to be taken from a medieval Judas fable. Extensive borrowing from unrelated Finnish legends from the pre-Christian era has taken place as well, leaving quite little original material left at all. Based on finds from medieval church ruins in the tiny island of Kirkkokari ("Church Rock", previously known as the "Island of Saint Henry") in Lake Köyliönjärvi, the bishop's veneration began in the latter half of the 14th century, well after Henry had received his official status as a local saint, and 200 years after his alleged death. A small granary in the nearby Kokemäki, claimed to have been the bishop's place of rest the night before his death, could not be dated earlier than the late 15th century in dendrochronological examinations. However, the poem's claim that Henry was buried in Nousiainen was already held to be true around 1300, when his alleged bones were translated from Nousiainen to the Cathedral of Turku. A mid-15th century Chronicon episcoporum Finlandensium also confirmed Köyliö as the place of his death. Neither place is mentioned in the vita in any way. The church seems to have gradually complemented its own legends by adopting elements from the folk traditions, especially during the 15th century. ## Historical sources Today, the legend of Henry is challenged by some historians to the point of being labelled as pure imagination. Completely invented saints were not exceptional in Europe, and there is no direct evidence of either the crusade or Henry. The bishop's alleged violent death however, is no reason to doubt his potential existence, as many bishops were murdered during the turmoils of the 12th and 13th centuries, although most were not elevated to sainthood. Saxo Grammaticus said of the Battle of Fotevik in 1134 that never had so many bishops been killed at the same time. Notable bishops that died violently included the Archbishop of Uppsala in 1187, Bishop of Estonia in 1219 and Bishop of Linköping in 1220. ### Bishop of Uppsala There is no historical record of a Bishop of Uppsala called Henry during the reign of King Eric (about 1156–1160). Early phases of the diocese remain obscure up to the point of Stefan, who was appointed as the archbishop in 1164. A certain Henry is mentioned in Incerti scriptoris Sueci chronicon primorum in ecclesia Upsalensi archiepiscoporum, a chronicle of Uppsala archbishops, before Coppmannus and Stefan, but after Sverinius (probably mentioned in German sources in 1141/2 as "Siwardus"), Nicolaus and Sweno. Besides the name, the chronicle knows that he was martyred and buried in Finland in the Cathedral of Turku. Latest research dates the chronicle to the early 15th century when Henry's legend was already established in the kingdom, leaving only little significance to its testimony. A late 15th century legenda nova claimed that Henry had come to Sweden in the retinue of papal legate Nicholas Breakspear, the later Pope Adrian IV, and appointed as the Bishop of Uppsala by him. Even though legenda nova states 1150 as the year of the crusade, it is certain from other sources that Nicholas really was in Sweden in 1153. It is not known whether this was just an inference by the writer, based on the fact that also Nicholas was an Englishman. However, there is no information about anyone called as Henry accompanying the legate in any source describing the visit, nor him appointing a new bishop in Uppsala. Another claim by legenda nova was that Henry was translated to Turku cathedral already in 1154, which certainly was false since the cathedral was built only in the 1290s. In the late 16th century, Bishop Paulus Juusten claimed that Henry had been the Bishop of Uppsala for two years before the crusade. Based on these postulates, early 20th-century historians assembled 1155 as the year of the crusade and 1156 as the year of Henry's death. Historians from different centuries have also suggested various other years from 1150 to 1158. Contradicting these claims, the medieval Annales Suecici Medii Aevi and the 13th century legend of Saint Botvid mention some Henry as the Bishop of Uppsala (Henricus scilicet Upsalensis) in 1129, participating in the consecration of the saint's newly built church. He is apparently the same Bishop Henry who died at the Battle of Fotevik in 1134, fighting along with the Danes after being banished from Sweden. Known from the Chronicon Roskildense written soon after his death and from Saxo Grammaticus' Gesta Danorum from the early 13th century, he had fled to Denmark from Sigtuna, the see of the early Uppland bishops before it was moved a few kilometers to its later location in Uppsala sometime before 1164. He is ignored in all Swedish bishop chronicles, unless he is the same Henry who was later redated to the 1150s. That would make the claim about him coming to Finland with King Eric a late innovation, where memory about a killed bishop in Uppsala sometime in the 12th century was reused in a new context. Noteworthy also, is a story written down by Adam of Bremen in his Gesta Hammaburgensis ecclesiae pontificum (Deeds of Bishops of the Hamburg Church) from 1075/6 about a certain foreigner called Hericus, who was slain and martyred while preaching among the Sueones. Adam had heard the story from King Sweyn II of Denmark. According to some historians, resemblance to later legend about an English-born Henricus, who was allegedly slain and martyred in Finland, is too striking to be a coincidence. ### Bishop of Finland No historical source remains that would confirm the existence of a bishop named Henry in Finland. However, papal letters mentioning an unidentified Bishop of Finland in 1209, 1221, 1229 and 1232 have survived. Some copies of another papal letter from 1232 call the bishop as "N.", but the letter "N" may originally have also been something resembling it. The first certainly known Bishop of Finland is Thomas, who is first mentioned in 1234. It is however possible, that Fulco, the Bishop of Estonia mentioned in sources from 1165 and 1171, was the same as Folquinus, a legendary Bishop of Finland at the end of the 12th century, but this remains only a theory. No Bishop or Diocese of Finland is mentioned in a papal letter from 1171 (or 1172) by the seemingly well-informed Pope Alexander III, who otherwise addressed the situation of the church in Finland. The Pope mentions that there were preachers, presumably from Sweden, working in Finland and was worried about their bad treatment by the Finns. The Pope had earlier in 1165 authorized the first missionary Bishop of Estonia to be appointed, and was a close acquaintance of both Eskil, the Archbishop of Lund, and Stefan, the Archbishop of Uppsala, who both had spent time with him in France where he had been exiled in the 1160s. Following the situation in Estonia, the Pope personally interfered in the Estonian mission in 1171, ordering assistance for the local Bishop Fulco from Norway. No surviving list of bishops or dioceses under the Archbishop of Uppsala from 1164, 1189, 1192, 1233, 1241 or 1248 contains any reference to Finland, neither factual or propagandist. No claim about a Swedish bishop in Finland is made in any other source from the era prior to the so-called Second Swedish Crusade in 1249. The first mention of a bishop in Finland is from a papal letter in 1209. It was sent to Archbishop Anders of Lund by Pope Innocent III as a reply to the Archbishop's earlier letter which has not survived. According to the Archbishop, the Bishop of the newly established church in Finland was dead, apparently from natural causes since his passing away is mentioned to have been "lawful", and the see had been vacant for some time. The Archbishop had complained to the Pope how difficult it was to get anyone to be a bishop in Finland and planned to appoint someone without formal adequacy, who was already working in Finland. The Pope approved of Archbishop's suggestion without questioning his opinions. It is noteworthy that the Archbishop of Uppsala, Valerius (1207–1219/1224), was also in Denmark at the time, temporarily exiled from Sweden after having allied with the deposed King Sverker, yet another exile in Denmark. Whether the appointment of the said preacher ever took place, remains unknown. Note should be taken that the King of Sweden at the time was Eric, a grandson of his better known namesake Eric the Saint. Eric had taken over Sweden in 1208 and was crowned king two years later. The Pope who had strongly sided with Sverker, ignored him at first, but finally recognized him in 1216, commenting many requests that he had apparently made ever since having taken the office. Based on the papal letter that year, Eric seems to have had a plan to invade some country that allegedly had been "taken from the heathens by his predecessors" and was allowed to install a bishop there. Similar letters were sent to the King of Denmark in 1208 and 1218, who is known to have meant Estonia both times. Sweden also attacked Estonia in 1220. Eric died of illness 1216. Almost nothing is known about his time as the king. Nevertheless, someone was eventually appointed and installed as the new bishop, since Pope Honorius III sent a letter directly to an unnamed Bishop of Finland in 1221. According to the letter, Archbishop Valerius had followed the situation in Finland and sent a report to the Pope, worried about a threat from unidentified "barbarians". It is notable that when the Pope quoted Valerius in his letter, he calls the church in Finland to have been established "newly", the same claim that Anders had made 12 years earlier. The list of Swedish bishops which survives from this era is from king John Sverkerson's coronation from the year 1219 and it mentions the bishops which have been present at the coronation. Finland as well as Wäxjö are not among those five, which so seem to have been all the bishops of the Swedish realm at that time. So the Finnish bishop's possible position under Uppsala's primacy is highly improbable. Despite so many high-ranking church representatives being involved in the 1209/1221 arrangements, later chronicles are fully ignorant on the situation in Finland at the time, or if there was even a bishop then. The first 13th-century bishop is said to have been Thomas, and his predecessor remains unknown. According to 15th and 16th century chronicles, Henry was followed by bishops Rodulff and Folquinus, after whom there was a 25–30-year gap before Thomas. However, according to the papal letter Ex tuarum no such gap has ever existed, since the archbishop of Lund was given the right to anoint a new bishop to Finland in 1209 after the death of the previous. So the logic and datings of the sixteenth-century writers must be esteemed as false. The date 1209 is far too early for a Dominican like Thomas to step into the office, and so Rodolphus, the first real bishop of Finland and his successor Folquinus must be considered as 13th-century bishops nominated and appointed by the Danish and not by the Swedes. As an extra proof of this the ancient Finnish taxation system of church taxes has its roots in Denmark, not in Sweden. And the same goes to lay taxes especially in the Åland Islands and to the old Finnish monetary system. As J. W. Ruuth already nearly a hundred years ago pointed out, Finland was at that time a Danish and not a Swedish mission territory, where the Danes according to the Danish annals made there expeditions in 1191, 1202 and possible even 1210 ## Legacy ### Relics Henry was allegedly buried in Nousiainen, from where his bones—or at least something that was thought to be his bones—were transported to Turku in 1300. In addition to traditions, the only source connecting Nousiainen to early bishops is a letter signed by Bishop Thomas in Nousiainen in 1234. Archaeological excavations of pre-Catholic cemeteries in Nousiainen and surrounding parishes show a clear discontinuation of traditions in the early 13th century, but no abrupt changes are apparent in the religious environment among the 12th century finds. Whatever the case, the bishop's grave seems to have been traced to Nousiainen latest after his elevation to sainthood. A number of medieval documents mention that the bishop's grave continued to be located in the local church, presumably meaning that all the bones had not been translated to Turku. The church was later adorned with a grandiose 15th century cenotaph, whose replica can be found in the National Museum of Finland in Helsinki. Most of the bones in Turku were still in place in 1720 when they were catalogued for a transfer to Saint Petersburg during the Russian occupation of Finland in the Great Northern War. The man behind the idea was Swedish Count Gustaf Otto Douglas who had defected to the Russian side during the war and was in charge of the grim occupation of Finland. What happened to the bones after that, remains unknown. According to some sources, the Russian vessel transporting the relics sank on the way. However, it is generally acknowledged that a piece of Henry's ulna had been placed in Bishop Hemming's reliquarium that was built in 1514 and treasured in the cathedral. Also enclosed was a piece of parchment stating the bone belonged to Henry. During the restoration work of the cathedral, the relic was relocated to the National Board of Antiquities. It was later placed inside the altar of St. Henry's Cathedral in Helsinki. In 1924, a jawless skull and several other bones were found in a sealed closet in the Cathedral of Turku. These are also referred to as Henry's relics in popular media and even by the church, even though that designation remains speculative and the bones may have belonged to another saint. The bones are currently stored in the Cathedral of Turku. ### Henry's status today Although Henry has never been officially canonized, he has been referred to as a saint since as early as 1296 according to a papal document of the time, and continues to be called as such today as well. On the basis of the traditional accounts of Henry's death, his recognition as saint took place prior to the founding of the Congregation for the Causes of the Saints and the official canonization process of the Roman Catholic Church. Henry is currently commemorated on January 19 on the calendar of commemorations of the Evangelical Lutheran Church in America and the Evangelical Lutheran Church in Canada. January 19 is also Henry's name day (so-called "Heikinpäivä") in Sweden and Finland. He continues to be remembered as a local observance in the Catholic Church of Finland, whose sole cathedral is dedicated to him. The cathedral was consecrated in 1860 and is headed by fr. Marco Pasinato. The Kirkkokari island in Lake Köyliönjärvi remains the only Catholic place of pilgrimage in Finland, with a memorial service held every year on second Sunday in June before the Midsummer festival. Also the medieval 140 km countryside route, the Saint Henry's Way, from Köyliö to Nousiainen has been marked all the way for people willing to walk through it. Association of "Ecumenical pilgrimage of St. Henry" has been organized around the event. Based on folk traditions about the bishop's activities, the municipalities of Nousiainen, Köyliö and Kokemäki use images from Henry's legend in their coats of arms. Today, Henry and his alleged murderer Lalli remain two of the best-known persons from the mediæval history of Finland. ### In modern popular culture The story of Henry's death on the lake is the subject of the song Köyliönjärven jäällä, by Finnish metal band Moonsorrow. ## See also - Saint Henry, Bishop of Finland, patron saint archive
3,609,487
The Emperor's New School
1,158,024,654
American animated television series
[ "2000s American animated television series", "2006 American television series debuts", "2008 American television series endings", "ABC Kids (TV programming block)", "American animated television spin-offs", "American children's animated comedy television series", "American children's animated fantasy television series", "American sequel television series", "Animated television shows based on films", "Disney Channel original programming", "English-language television shows", "Television series based on Disney films", "Television series by Disney Television Animation", "Television series set in the Pre-Columbian era", "Television shows set in South America", "The Emperor's New Groove (franchise)" ]
The Emperor's New School is an American animated television series developed by Bobs Gannaway that aired on Disney Channel for two seasons between January 2006 and November 2008. It is the second sequel to the 2000 film The Emperor's New Groove, following the direct-to-video release of the film Kronk's New Groove in 2005. The series centers on Kuzco, who must graduate from Kuzco Academy to become emperor of the Kuzconian Empire. Yzma, his former advisor, schemes to sabotage him so she can be empress instead. She is aided by her henchman Kronk, while Kuzco is aided by the villager Pacha and fellow student Malina. The series combines physical comedy with a self-aware tone, illustrated by Kuzco frequently addressing the viewer directly. The Walt Disney Company developed the series after The Emperor's New Groove received high ratings in syndication. Most of the film's cast reprised their roles for the series. J. P. Manoux replaced David Spade as Kuzco, and Fred Tatasciore played Pacha until the original actor, John Goodman, returned for the second season. New School used traditional 2D animation to preserve elements of the film's distinctive art style. The choice of a high school setting was made to explore Kuzco's lack of social etiquette and provide for storylines based on the everyday challenges of adolescence. In January 2006, New School premiered on four platforms: Disney Channel, ABC, Toon Disney, and Disney Channel On Demand. The series was canceled after Eartha Kitt's death in 2008. Both seasons have been distributed via digital download on the iTunes Store and streaming through Disney+. New School received mixed reviews from critics; several reviewers praised the humor and voice acting, but others found the characters unlikable and believed Malina was portrayed in a sexist manner. Advocacy groups criticized New School for its lack of educational value and frequent displays of socially aggressive behavior. ## Premise ### Story and characters The Emperor's New School follows Kuzco, a brash emperor-in-waiting who must graduate from Kuzco Academy to reclaim his throne as emperor of the Kuzconian Empire. The educational requirement comes to light on Kuzco's birthday, when he had expected to officially assume the throne; instead, he is evicted from his own palace. Despite the series taking place in the Pre-Columbian era, Kuzco Academy anachronistically resembles a modern American-style high school. The focus of story arcs is often placed on Kuzco learning life lessons about the importance of friendship and hard work, for instance. The series also addresses issues like peer pressure, self-esteem, and responsibility. Kuzco's former royal advisor Yzma disguises herself as the academy's principal, Amzy, and repeatedly attempts to prevent him from graduating so that she can instead claim the throne as empress for herself. She is motivated by personal ambition and a desire to take revenge on Kuzco because of his humiliating mistreatment of her when she served as his advisor. In the first season, Kuzco is often transformed into an animal by potions from Yzma's lab, typically to thwart his efforts to finish school assignments. Kronk, Yzma's henchman, poses as a fellow student at Kuzco Academy. Although Kronk is an antagonist, he is less devious than Yzma and is instead driven by his sense of loyalty to her. As a student, Kuzco lives with the peasant Pacha, his wife Chicha, and their children Chaca, Tipo, and Yupi. The family's modest home differs greatly from the sumptuous royal palace which had accommodated Kuzco. Despite their contrasting lifestyles, Pacha acts as a father figure for Kuzco, helping him with his assignments. In one instance, Pacha trains Kuzco for a race to pass a physical education class. Kuzco is also assisted by Malina, a cheerleader and the "president of every club". Characterized by her intelligence and popularity, Malina challenges Kuzco and scolds him for his narcissism, insensitivity, and spoiled behavior. Kuzco, who is infatuated with Malina, often refers to her as a "hottie hot hottie". Other supporting characters include the Royal Records Keeper and Kuzco's teacher, Mr. Moleguaco. While Mr. Moleguaco—whose name is a pun on "guacamole"—is a wise and generally helpful teacher, he is also short-tempered and often driven to frustration by Kuzco's antics. ### Continuity and humor New School is the second sequel to the 2000 film The Emperor's New Groove, following the 2005 direct-to-video release Kronk's New Groove. The series is set after the events of The Emperor's New Groove, and premiered roughly a month after the release of Kronk's New Groove. Among its sources of humor are several running gags and callbacks to the original film, such as Yzma being harmed whenever Kronk pulls the wrong lever to her secret lab, and Kronk making his signature dish, spinach puffs. There are some apparent plot discrepancies between the series and the film. For example, Kuzco has reverted to his original narcissistic personality, seemingly undoing the personal growth he underwent over the course of the film. Meanwhile, Yzma returns in New School as a human even though she was last seen in the film after being transformed into a cat. Kronk references Yzma's feline transformation in the season one episode, "The Emperor's New Pet", and her return to being human is addressed in Kronk's New Groove. The series uses physical comedy and wit to appeal to children. Jacqueline Cutler, writing for Zap2it, described New School's humor as similar to vaudeville, and cited a scene in which Kuzco flashes his boxers as an example. The series also has a similar "self-aware" approach to the original film by continuing Kuzco's dual role as the protagonist and narrator. Kuzco talks directly to the audience, like in the film, and edits episodes to fit his preference. Examples of this narration include Kuzco stopping a scene to make a sarcastic comment or doodle his ideas on ruled paper. The doodles—which became the basis for an entire episode—were one of the series' recurring schticks. Executive producer Bobs Gannaway described the series as having "postmodern touches" due to these interactions with the audience. Inspired by the comic timing of the Austin Powers film series, New School makes frequent use of awkward pauses in its dialogue. Jeanne Spreier, writing for The Dallas Morning News, said the show's sense of humor relies on one-line jokes that are more likely to appeal to older children than "youngsters." Spreier noted the storylines dealt with "the more common problems of adolescence" and the school setting was grounded in "decidedly contemporary American attributes", including such clichés as the overachiever (embodied by Malina), subpar cafeteria food, and a physical education teacher who refuses to accept any student excuse for avoiding class participation. New School often incorporated "modern-day accoutrements", such as an episode about fictional Inca forms of Christmas (Giftmas) and Santa Claus (Papa Santos). ## Production ### Concept and creation Although The Emperor's New Groove had disappointing box-office returns compared to the earlier Disney Renaissance films, subsequent broadcasts of the film on Disney's pay television channels drew large audiences. Its 2002 broadcast premiere on Disney Channel received high ratings, ranking first in its time period with a viewership that included 1.3 million children between the ages of 6 and 11 and 1.2 million tweens between the ages of 9 and 14. Reruns of the film over the next three years continued to draw large viewing figures and rank first in the ratings. When shown on Toon Disney, The Emperor's New Groove increased the channel's audience share for the time slot by 125 percent compared to the previous year. The film was also a commercial success on home video, selling millions of copies on VHS and DVD. According to Gary Marsh, the president of Disney Channels Worldwide, the film's post-box office success led to the commission of New School. The series was first announced in 2004 for a 2006 release, with The Emperor's New Skool as its tentative, deliberately misspelled title. The Walt Disney Company approached Bobs Gannaway to be executive producer of a spin-off series several years after the film's release. Gannaway had previously worked on television adaptations of other Disney properties, including Timon & Pumbaa (a spin-off of The Lion King centered on the two titular characters) and Lilo & Stitch: The Series (from the film of the same name). His work on these shows had established his reputation as the "go-to guy" for expanding on pre-existing films. New Groove director Mark Dindal approved the selection of Gannaway, as the two had become friends following their collaboration on the 1997 animated film Cats Don't Dance. Dindal was credited as creator of the series, and Howy Parkins and David Knott as directors. The writing staff was led by Dindal, Kevin Campbell, and Ed Scharlach. New School was Disney's last spin-off series for children above preschool age until the 2017 premiere of Rapunzel's Tangled Adventure. The writers chose the school setting for the show because they felt this environment would provide better opportunities to explore Kuzco's lack of social etiquette. According to Gannaway, episodes of the show would feature "socially redeeming stories", in which Kuzco works through problems with his teachers and classmates. He also said New School would be unique because of the unusual character dynamic in the source material: unlike most of Disney's other animated features, which tend to pair serious lead characters with comic sidekicks, The Emperor's New Groove features a comedic lead character among "well-defined" side characters. While Gannaway acknowledged viewers might initially dislike Kuzco because of his selfish attitude, he hoped the series would portray him as a "sympathetic jerk" who "really doesn't know any better". ### Cast A majority of the film's voice cast returned for the series. Eartha Kitt and Patrick Warburton reprised their roles as Yzma and Kronk, respectively. Kitt repeatedly expressed her enthusiastic attachment to the character. In a July 2006 interview, she said "[Children] know my name, and they ask me to say one of the lines. ... I love it. It means that I'm still alive and still wanted!" While working on New School, Warburton was also a recurring voice actor on four other series, including the Disney Channel original Kim Possible. J. P. Manoux replaced David Spade, the original voice for Kuzco in The Emperor's New Groove, in New School. Although Spade had reprised the role for Kronk's New Groove, Manoux portrayed the character in other media, such as The Emperor's New Groove video game, an episode of the animated series House of Mouse, and the 2001 animated film Mickey's Magical Christmas: Snowed in at the House of Mouse. Manoux had debuted as Kuzco in a DVD bonus feature for The Emperor's New Groove. Critics described Manoux's version of Kuzco as so similar to Spade's performance that it was essentially an impression. John Goodman, the original voice for Pacha, was replaced by Fred Tatasciore for New School. Some media outlets attributed Brian Cummings with the role, but Cummings instead had voiced unnamed miscellaneous characters for 11 episodes. `Cummings had done "advance voice work" for Pacha as part of The Emperor's New Groove's development. Goodman returned to portray Pacha for the second season.` Bob Bergen and Wendie Malick reprised their roles as Bucky the squirrel and Chicha, respectively. Although Bergen did not record with Warburton, he said they had good chemistry in their scenes, and joked: "But when edited together we are Abbott and Costello." The rest of the main cast are Jessica DiCicco as Malina, Shane Baumel as Tipo, Rip Taylor as the Royal Records Keeper, and Curtis Armstrong as Mr. Moleguaco. Guest appearances included Miley and Noah Cyrus, Joey Lawrence, Gabriel Iglesias, and Dylan and Cole Sprouse. ### Animation and music New School uses traditional 2D animation by Toon City and Wang Film Productions. Flash animation had been dismissed as incompatible during development. In an attempt to preserve The Emperor's New Groove's art style, Gannaway kept its focus on the characters. He explained that the original film had made the characters appear "flatter" against "solid washed-up backgrounds", which "helped [them] pop"; his intention was that the series should continue this technique. Each episode took roughly nine months to complete, and between 16 and 17 were developed at a time. Janis Liebhart co-wrote the theme music, "Kuzco Academy", which was produced by Danny Jacob. It is a "rocking march number" and "pastiche college fight song" featuring Kuzco bragging about himself. Jacob had previously written the theme music for Lilo & Stitch: The Series, which he described as his "first home run", and went on to become a frequent composer for Disney. Jacob wrote, produced, and arranged other songs for New School. Michael Tavera was the composer for the series, and arranged one song ("New Kid Ozker"). Laura Dickinson contributed to the music, performing the songs "Let's Brock", "Kuzco Dance", "Our Academy", and "Kronk for Hire". For the episode "Yzmopolis", Kitt recorded a song of the same name and a one-off intro segment. After recording the song "Yzmopolis," Kitt said she "loved every minute of singing" it because "the added dimension of a singing voice gives my character an added and vital layer," and proclaimed, "May Yzma sing forever and often!" ## Episodes ## Broadcast history and release New School was aired on three television channels—the subscription-based services Disney Channel and Toon Disney, as well as the broadcast network ABC—and made available on demand through Disney Channel On Demand. The first episode, "Rabbit Face", premiered at 7:30 pm EST on Disney Channel on Friday, January 27, 2006; it was shown on Disney Channel, ABC, and Toon Disney between January 27 and 29. AllMovie's Hal Erickson said this sort of scheduling was a "typical" example of Disney's "super-saturation" broadcast practice. The series was also promoted with a website that included minigames, video clips from "Rabbit Face", and downloadable images, wallpapers, and messenger icons of the main characters. Each episode runs for 22 minutes and carries a "suitable for all ages" TV-G parental rating. According to TheGamer, the series was "notable for its popularity"; it was later cited in a 2019 Screen Rant article as one of the "forgotten" or "less-known" Disney Channel shows. The series finale aired on November 20, 2008. New School was canceled after Kitt died of colon cancer on December 25, 2008. The series is distributed by Disney and the American Broadcasting Company (ABC). Both seasons have been made available to purchase as a digital download on the iTunes Store and to stream on Disney+. Previously, New School had been made available to stream on Netflix beginning in 2009 as part a licensing deal that included several other Disney Channel series. Disney discontinued any further licensing deals with Netflix in 2019, when it launched Disney+. New School was also available on Disney's test streaming service, DisneyLife, which was rebranded in 2019 as Disney+. ## Reception ### Critical reception Upon its initial broadcast, New School received mixed reviews from critics. Animation World Network's Sarah Baisley enjoyed its look, which she described as "simple but attractive background designs that work well for TV delivery". Praising the series for its "irreverent good humor", Karen MacPherson of the Pittsburgh Post-Gazette cited the "Kuzco's Doodles" segment as a highlight. She believed the focus on comedy prevented the storylines from becoming "preachy". Several publications criticized the characters as being obnoxious, a focal point of Pam Gelman's review for Common Sense Media, which dismissed the series for its "lackluster animation and annoying characters" and questioned why anyone would voluntarily help someone as selfish as Kuzco. Kevin McDonough, writing for the United Feature Syndicate, panned New School as "the kind of kids' cartoon that gives kids' cartoons a bad name." In McDonough's view, the characters' inclination to shout most of the dialogue would be especially irritating for parents. Critics have also had mixed reactions to New School in retrospective reviews. Although he disliked the series overall, author David Perlmutter praised its animation and the performances of Kitt and Warburton. The voice cast received similar praise in Screen Rant reviews by Matthew Trzcinski and Katerina Daley, even though both deemed the series inferior to the film. On the other hand, Perlmutter believed New School destroyed the original film's charm and criticized Disney for their tendency to adapt virtually all of their films into television programs. He classified New School as one of Disney's "derivative adaptions", alongside such series as Buzz Lightyear of Star Command (a spin-off of Toy Story) and The Legend of Tarzan (a sequel to Tarzan), which he described as generally "very thinly written" and overly reliant on their audiences' assumed familiarity with the source material. Malina became a subject of criticism from a feminist perspective. Bustle'''s Kadeen Griffiths criticized the objectification of Malina and wrote that her role as Kuzco's love interest was sexist; that said, she also argued that the character had a greater degree of "depth and focus" than most other cartoon love interests. MacPherson criticized the series for including only two prominent female characters, Yzma and Malina, and said the latter's figure-hugging clothing indicated that her intelligence was "clearly secondary" to her attractiveness. ### Criticism of educational value New School has been criticized for its low educational content, potential negative impacts on young viewers, and dubious age appropriateness in light of regulations on children's television programming in the United States. According to filings made in accordance with FCC rules, the target age of New School is 8–11 years old. The series was criticized in a 2007 survey by Children's Media Policy Coalition (CMPC), an advocacy group made up of member organizations Children Now, the American Academy of Pediatrics, the Benton Foundation, the National PTA, and Office of Communication of the United Church of Christ. The CMPC's survey of 25 shows identified New School as one of 17 that "contained only social-emotional messages" without any academic or informational content. The report judged the moral messages in New School to be unsuccessful, as the characters either fail to learn the ostensible lessons or learn them only on a superficial level, without any meaningful reason or corresponding character development. While analyzing the episode "Officer Kronk", the CMPC noted that "Kuzco never has to face a personal conflict or find a resolution, nor are there any real repercussions for Kuzco's anti-social behavior (other than his eventual loneliness)." A reply from the National Association of Broadcasters criticized the CMPC's findings as "unabashedly subjective". In a 2008 report for Children Now by communication professor Barbara Wilson and her colleagues, New School was among 30 television programs surveyed because they were supposed to be "educational or informational for preschoolers, elementary-school kids and teenagers as part of federal 'core educational programming' requirements". According to the report, the characters in New School displayed some of the highest levels of social aggression, which the report defined as "any behavior designed to harm an animate being's self-esteem or social status," including "derisive name-calling, socially ostracizing someone, gossiping, and spreading hurtful rumors." It was one of three series deemed to have high levels of social aggression, alongside Hannah Montana and Jacob Two-Two. Wilson noted that, in principle, a children's series could highlight characters who exhibit socially aggressive behaviors to teach children to avoid such behavior, but she doubted whether that message would be adequately conveyed by shows with repeated instances of social aggression, which would be "far more likely" to feature such content "for laughs and to entertain". The show's values as an educational resource has also been assessed in light of its historical setting. Common Sense Media found that it represented a missed opportunity because "despite the potentially interesting and educational setting (an Incan empire), there's no learning about history or the culture of these people." Conversely, a review in a Spanish journal of pedagogy believed the series provided an opportunity to introduce students to topics like the cultures and peoples of the pre-Columbian era, as well as the subsequent period of European colonization of the Americas. ### Awards and nominations New School'' received several awards and nominations. For her performance of the character Yzma, Kitt won two Annie Awards for Outstanding Voice Acting in a Television Production and two Daytime Emmy Awards for Outstanding Performer in an Animated Program. Warburton received a nomination for the same Annie Award as Kitt in 2007, while DiCicco was nominated alongside Kitt for the Daytime Emmy in 2008. Parkins was nominated for an Annie Award for Outstanding Directing in a Television Production in 2008 for his work on the episode "The Emperor's New School Musical".
2,954,629
Children of Mana
1,150,895,054
2006 action role-playing video game for the Nintendo DS
[ "2006 video games", "Action role-playing video games", "Cooperative video games", "Japanese role-playing video games", "Mana (series) video games", "Multiplayer and single-player video games", "Nex Entertainment games", "Nintendo DS games", "Nintendo DS-only games", "Nintendo games", "Production I.G", "Role-playing video games", "Video games developed in Japan", "Video games scored by Kenji Ito", "Video games scored by Masaharu Iwata", "Video games using procedural generation" ]
Children of Mana is a 2006 action role-playing game for the Nintendo DS handheld console. It was developed by Square Enix and Nex Entertainment, and published by Square Enix and Nintendo. It is the sixth game of the Mana series—following 2003's Sword of Mana—and the first entry in the World of Mana subseries. Set in a high fantasy universe, Children of Mana follows one of four young heroes as they combat an invasion of monsters and learn about the cataclysmic event that killed their families. While it reprises the action role-playing elements of previous Mana games, such as real-time battle sequences, Children of Mana features an increased focus on user-friendliness. Unlike earlier Mana titles, Children is a heavily action-oriented dungeon crawler, in which the player progresses by completing randomly generated levels. Both the main plot and side-quests require the player to fight through dungeons and defeat boss monsters before returning to the central Mana Village. Like many of its predecessors, the game features a local cooperative multiplayer component. Children of Mana was designed by series creator Koichi Ishii, directed by Yoshiki Ito, and produced by Takashi Orikata and Katsuji Aoyama. The game was a moderate commercial success: it sold 100,000 copies in its first week of release, and more than 280,000 in Japan by the end of 2006. While critics praised the graphics and music as beautiful and unique, they found the combat simplistic and repetitive, and the story insubstantial. ## Gameplay Like previous games in the Mana series, Children of Mana features a top-down perspective in which characters navigate terrain and fight off hostile creatures. Each character has ratings: the damage they do with magic, how fast they can attack, and the amount of health and mana they have. The game plays out nearly identically regardless which character is chosen, except for a few quests specific to one character. Unlike previous games in the series, the main character typically has no companions; however, there is a cooperative multiplayer option for up to four (local WiFi; progress saved on only the host's machine). Unlike previous games in the series, which were more typical action role-playing games, Children of Mana is a dungeon crawler, and the majority of the gameplay takes place in selected locations rather than on an open world map. The player selects these areas on the world map to reach them. The primary objective in each location is to clear the dungeon of monsters. Each dungeon is divided into different randomly generated floors, and to progress between each zone, the player must find an item called a Gleamdrop, then carry it to a pillar of light called a Gleamwell. The player must repeat this process on each floor of the dungeon until the last floor is reached, where a boss monster lies. The player can not return to previous floors unless they die or leave the dungeon; upon returning, they start the dungeon over at the beginning. When not clearing dungeons, the player stays in the Mana Village, which contains shops to purchase equipment. Dungeons can be returned to later by accepting quests from townsfolk in the Dudbear shop. During these quests, the dungeon itself is slightly altered: the player's starting position may be different, the number of floors can change, and the monsters and boss monster contained may change. Like the main quests, Dudbear quests involve clearing the dungeon of monsters, sometimes to acquire an item from the end of the dungeon. The game retains the real-time battle mechanics of previous games in the Mana series. The game sports four weapons with their own unique abilities: sword, flail, bow and arrow, and hammer. The player can have two weapons ready to attack with at a time, and any of the four character options can use any weapon. The player can change which weapons they have available at any time. Each weapon has standard normal attacks, special attacks, and fury attacks. The fury attacks are the strongest and require a full Fury Gauge to use, which is filled by striking enemies with standard attacks and taking damage from enemies. Different weapons can have different effects on the environment, such as the hammer's ability to smash pots. In addition to weapons, the player can select from one of eight Elementals, which provide different magical attacks and magical enhancements to weapon attacks. The player can switch between Elementals in the Mana Village. Elemental attacks can be made stronger by equipping Gems, which can also boost the player's attributes. ## Plot ### Setting and characters Children of Mana takes place in the world of Fa'diel, split into the five continents of Jadd, Topple, Wendell, Ishe, and Lorimar, as well as the island of Illusia. At the center of that island, the beginning point of the game, stands the Tree of Mana. Several years ago, an event known the "great disaster" took place at the base of the Mana Tree and many people died. During this event, a brave young boy and girl used the Sword of Mana to save the world from disaster. Now, one of a group of orphans sets out to investigate the details of the event that killed their families. The four main characters of Children of Mana are Ferrik, Tamber, Poppen, and Wanderer. They all live together in the Mana Village, near the Mana Tree. - Ferrik is a fifteen-year-old boy, a knight who is said to be brave, bright and cheerful. He lost his parents and sister in the great disaster. After his life was saved by a knight, he has been honing his skills with the sword, his weapon of choice. - Tamber is a sixteen-year-old girl, a dancer with a sense of truth and justice, and an air of maturity about her. She lost her parents and little brother due to the great disaster. Tamber's weapon of choice is the bow. - Poppen is a stubborn and fearless nine-year-old boy, who lost his mother at birth and his father in the great disaster. Poppen's weapon of choice is the flail. - Wanderer is a traveling merchant, a tradition kept throughout the series. He is a member of the Niccolo tribe of rabbit/cat people who lost his family due to the king of Lorimar during the great disaster. Wanderer's weapon of choice is the hammer. ### Story One day, following a flash of light, the stone at the base of the Mana Tree cracks, distorting time and space. The hero recalls that their friend Tess, who is a priestess, went to the Mana Tower to pray, and goes to find her. After reaching the tower with an Elemental in tow, the hero finds the tower is infested with monsters. Upon fighting their way to the top of the tower, the hero finds Tess, frightened but unharmed. Suddenly, a giant flaming bird descends upon the two. The hero attempts to fight it, but finds that the bird is protected by a barrier. A sword then falls from the sky, causing the bird's shield to fade away and allowing the hero to slay the beast. When the bird is defeated, a mysterious man garbed in black appears and attempts to take the Holy Sword, which is still stuck in the ground, but is prevented by the appearance of a barrier when he tries. The man disappears, and the hero attempts to grab the sword. No barrier appears to prevent them, and they take what turns out to be the fabled Sword of Mana. Upon returning from the Mana Tower, the hero discovers that three mysterious pillars of light have struck in the lands of Topple, Jadd, and Lorimar. After being asked by the leaders of the village, the hero investigates these places and finds dungeons full of monsters with a huge monster at the end. After these three tasks are completed, the mysterious man appears once again, identifying himself as the Mana Lord. He steals the Sword of Mana and causes a large storm in the land of Wendel. The hero journeys there to stop the Mana Storm by confronting the Mana Lord. When the Mana Lord is about to kill the hero, a group of gems appear around the hero to prevent his attack. The Mana Lord then decides to kidnap Tess and vanishes. After returning to the Mana Village, the hero heads for the Path of Life under the roots of the Mana Tree. At the end of the Path, the hero finds the Mana Lord waiting, and the two fight. Upon his defeat, the Mana Lord reveals that he was one of the two children of Mana who had saved the world during the great disaster, and rather than trying to hurt anyone, he was simply trying to fulfill the reason he was created: "to fill the world with the power of Mana". He tells the hero the other child of Mana is spreading disaster through the world and must be stopped. He proceeds to give the Sword of Mana to the hero, then commits suicide by throwing himself off a cliff. This shift in power causes a rift to open in the sky, where the second child of Mana is waiting. The hero destroys this second child, the Scion of Mana, restoring the world to peace. In the aftermath, Tess and the Elementals are entrusted with care of Illusia, while everyone else must leave. Moti says Illusia will be protected as a haven and that humans will not return for many more years. They embark to Jadd to start a new life in a new world. ## Development In 2003, Square Enix began a drive to begin developing "polymorphic content", a marketing and sales strategy to "[provide] well-known properties on several platforms, allowing exposure of the products to as wide an audience as possible". The first of these was the Compilation of Final Fantasy VII, and Square Enix intended to have campaigns for other series whereby multiple games in different genres would be developed simultaneously. Although no such project for the Mana series had been announced by this point, it was announced in late 2004 that an unnamed Mana game was in development for the upcoming Nintendo DS platform. In early 2005, Square Enix announced a "World of Mana" project, the application of this "polymorphic content" idea to the Mana franchise, which would include several games across different genres and platforms. These games, as with the rest of the series, would not be direct sequels or prequels to one another, even if appearing so at first glance, but would instead share thematic connections. The first release in this project and the sixth release in the Mana series was announced in September 2005 as Children of Mana for the DS. Children of Mana was developed by Nex Entertainment, who had previously created dungeon crawl games in the Shining series, in collaboration with Square Enix. It was designed by series creator Koichi Ishii, directed by Yoshiki Ito, and produced by Takashi Orikata and Katsuji Aoyama. The game features an opening cinematic by Production I.G. The game was planned from the start as a "fun-for-all action type game" taking advantage of the DS's capabilities. Ishii was especially focused on creating a truly cooperative multiplayer game, which he had wanted to create since Secret of Mana (1993), the second game in the series. Despite this, he chose not to utilize the DS's Nintendo Wi-Fi functionality in order to effect an experience in which players would interact with people in the near vicinity rather than remotely, in congruence with the local multiplayer found in Secret of Mana. He also designed the multiplayer to create a sense of chaotic excitement, such that players could interact without focusing on the difficulty or competing against each other. Several of the game's design choices were meant to focus more on the action components, such as attacks sending enemies flying across the screen and the use of both the buttons and stylus to keep the controls simple and directly connected to the action. The randomly generated dungeon crawling mechanic was also a means toward this end. Although Ishii has said the games in the series are only thematically connected, he has also asserted in an interview that Children is set ten years after the 2007 game Dawn of Mana, which depicts the events of the cataclysm. ### Music The score for Children of Mana was composed by Kenji Ito, Masaharu Iwata, and Takayuki Aihara. Ito had previously composed the music for the first game in the Mana series, Final Fantasy Adventure (1991), as well as its 2003 remake Sword of Mana, which was the most recent game in the series prior to Children. This was the first soundtrack in the Mana series to feature work by Iwata and Aihara, though Iwata had previously worked for Square Enix on many other titles. The music of the game covers a range of styles, including rock, jazz, and classical. Due to the limitations of the Nintendo DS hardware, Chris Greening of Square Enix Music Online said not all the synthesized instruments are "especially aesthetic or realistic". The album Seiken Densetsu DS: Children of Mana Original Soundtrack collects 33 tracks from Children of Mana on two discs and is nearly an hour and a half in length. It was published by Square Enix on May 9, 2006, on the Japanese iTunes Store, but has not been released as a stand-alone physical album. ## Reception Children of Mana sold almost 103,000 units in its first three days in Japan—between March 2 and March 5—which was considered below expectations and partially blamed on product shortages of the Nintendo DS. According to Enterbrain, by the end of 2006 Children of Mana had sold just over 281,000 copies in Japan. It received mixed reviews from critics, with numerical scores from 58 to 90 out of a hundred. The game's presentation was praised, especially its graphics; Greg Mueller of GameSpot said "the saving grace of Children of Mana is the appealing visual style of the game." Raymond Padilla of GamesRadar praised the "beautiful and unique art style", and 1UP.com's Jeremy Parish said the graphics are "almost painfully cute". IGN's Mark Bozon and RPGFan's Neal Chandran compared the game to a painting and a storybook. The music was also praised; Bozon called it "pretty stunning", Chandran called it "quite good", and Mueller said it "fits the tone of the game very well". Critics such as Mueller were generally more negative about the gameplay, finding it repetitive. He claimed there is "no break from the monotony of dungeon clearing", while Rob Fahey of Eurogamer said the game is repetitive and uninspiring. GamePro concluded that "the downfall of Children of Mana is its repetitiveness," and Chandran felt most players would be sick of the gameplay before finishing half of the game. The reviewers from the Japanese Shūkan Famitsū magazine, while giving the game an especially high score, noted that the gameplay could be considered insufficient compared to prior titles in the series. Bozon, while giving the game a more positive review than many others, felt the thinness of the gameplay was bolstered by the multiplayer component, saying that "the game's entertainment value goes up in leaps and bounds during multiplayer," a point with which Fahey agreed to a lesser extent. In addition to the general dungeon-clearing gameplay, the combat itself was criticized by reviewers like Padilla, who said that "the weapon use is the most disappointing facet of this game." Both Fahey and Mueller felt the combat, while initially fun, quickly became boring due to the simplicity. Chandran added that magic spells were too slow to be useful in combat, further reducing the complexity of the gameplay. Chandran and GamePro both criticized the "sparse and slow" story, while Fahey dismissed it as "a gossamer-thin layer which tries and fails miserably to hold everything together" and nothing more than several role-playing game clichés stuck together. Padilla concluded that while the game had several good elements, it ultimately failed to live up to its potential as a Mana game.
21,449,083
E.T. the Extra-Terrestrial (album)
1,142,804,458
1982 audiobook and soundtrack album
[ "1982 soundtrack albums", "Albums produced by Quincy Jones", "Audiobooks by title or series", "Children's albums", "E.T. the Extra-Terrestrial", "MCA Records soundtracks", "Michael Jackson albums", "Science fiction film soundtracks" ]
E.T. the Extra-Terrestrial is an audiobook and soundtrack companion album for the 1982 film directed by Steven Spielberg. Composed by John Williams, the album was narrated by recording artist Michael Jackson, produced by composer Quincy Jones and distributed by MCA Records. The audiobook was produced by John Williams and Michael Jackson working with Rod Temperton, Freddy DeMann, and Bruce Swedien. The E.T. the Extra-Terrestrial audiobook was released by MCA on November 15, 1982 – the same month as Michael Jackson's acclaimed sixth studio album Thriller despite conditions given by Epic Records, Jackson's record label, that it should not be released until after Thriller. As a result, Epic took legal action against MCA which forced the album's withdrawal. During its curtailed release, E.T. the Extra-Terrestrial reached number 37 on the Billboard 200 and number 82 on the UK Albums Chart. It was well-received critically and won Jackson a Grammy Award for Best Recording for Children. ## Content The E.T. the Extra-Terrestrial album package contains a storybook, which allows listeners to read along with Jackson as he narrates the tale of E.T. and the alien's visit to planet Earth. The book contains a photograph of E.T. placing their hands on Jackson's shoulders, while one of the extraterrestrial's fingers glows. This picture is included in the album package as a 22 inches (56 cm) × 22 inches (56 cm) full-color poster. The 20-page storybook include stills from the movie and the lyrics to the song "Someone in the Dark" (written by Alan and Marilyn Bergman), which Jackson sings on the audiobook. The recording, on a 12-inch vinyl LP, features original music by John Williams, integrated sound effects from the movie, as well as the voice of E.T. in the background. ## Background Prior to the recording of the E.T. the Extra-Terrestrial album, Jackson released four solo studio albums with Motown Records between 1972 and 1975 (Got to Be There, Ben, Music & Me and Forever, Michael), and several with his brothers as part of The Jackson 5. In 1975, he and his brothers (except Jermaine) moved to Epic Records and in 1979, Michael released his fifth solo album, Off the Wall, to critical and commercial success. In June 1982 the Steven Spielberg-directed science fiction feature film E.T. the Extra-Terrestrial was released to cinemas. Created by Spielberg's Amblin Entertainment and distributed by Universal Pictures (then a subsidiary of MCA Inc.), it starred Henry Thomas, Dee Wallace, Robert MacNaughton, Drew Barrymore and Peter Coyote. The film tells the story of Elliott, a boy who befriends a good-natured extraterrestrial he calls E.T., who is stranded on Earth. Upon its release, the film became a blockbuster and surpassed Star Wars to become the highest-grossing film released to that point. Critics lauded it as a timeless story of friendship, and the American Film Institute ranks it as the third greatest science fiction film ever produced in the United States. ## Production Jackson began work on the audiobook E.T. the Extra-Terrestrial in June 1982 – about two months after he began recording his sixth studio album Thriller. Quincy Jones served as the producer for both projects, in addition to working as the narrative writer for the audiobook. During the recording of the narration, Jackson became so upset when E.T. died that he wept. Jones and Spielberg both felt that trying to record the part again would not change the pop star's emotional reaction and decided to leave Jackson's crying in the finished recording. Jackson biographer Lisa D. Campbell wrote that Jones had learned this during the recording of "She's Out of My Life" (from the Off the Wall album), where the singer also broke down in tears. Several of the contributors to the E.T. the Extra-Terrestrial storybook album had worked with Jackson on his solo projects in the past. Rod Temperton, who had written several songs featured on Off the Wall and Thriller, wrote the music for "Someone in the Dark". Freddy DeMann and Ron Weisner, former managers of The Jacksons, served as the production coordinators for the album. Bruce Swedien engineered E.T. the Extra-Terrestrial, a task he had performed on Off the Wall and Thriller and would go on to perform for the next albums of Jackson. Dick Zimmerman photographed Jackson for the Thriller album cover, before again capturing the singer for the accompanying poster to the E.T. the Extra-Terrestrial album. Once the recording and engineering aspects of production had been completed, MCA Records (the distributor of the album) pressed more than a million copies of the audiobook. In 1982 a journalist for Billboard wrote that it was one of the "most ambitious" projects MCA Records had taken on to date. ## Jackson's empathy with the E.T. character Jackson commented the following: > "He's in a strange place and wants to be accepted – which is a situation that I have found myself in many times when travelling from city to city all over the world. He's most comfortable with children, and I have a great love for kids. He gives love and wants love in return, which is me. And he has that super power which lets him lift off and fly whenever he wants to get away from things on Earth, and I can identify with that. He and I are alike in many ways." ## Release and legal issues Epic Records allowed Jackson to record the album on two conditions: 1. MCA Records was not to release E.T. the Extra-Terrestrial until after Christmas 1982. (This was to avoid the audiobook's competing with Jackson's new album, Thriller.) 2. The song "Someone in the Dark" was not to be released as a single. MCA Records breached both conditions, releasing the storybook in November 1982 and giving 7-inch promo copies of "Someone in the Dark" to radio stations. After Epic lodged a \$2 million lawsuit, MCA Records was forced to withdraw the album and prohibited from releasing "Someone in the Dark" as a single. Epic executives had felt that MCA was misleading members of the public into believing the then-recently released single "The Girl Is Mine" was featured on the storybook album. The plaintiffs further requested that MCA Records be banned from working with Jackson in the future and that any other media owned by MCA featuring the singer be prohibited from release. As a result of the legal restrictions that prohibited the public release of "Someone in the Dark" as a single, the promo copies which were made have since become one of the singer's rarest and most sought-after records; some have been sold for over \$1,600. The song's opening version was later included as a bonus track on the 2001 special edition of Thriller, as well as the box set Michael Jackson: The Ultimate Collection. ## Reception E.T. the Extra-Terrestrial reached number 82 on the UK Albums Chart, which was considered high for a storybook album. The audiobook won Jackson a Grammy Award in 1984 for Best Recording for Children. Upon collecting the award and taking home a record eight Grammys from an unprecedented twelve nominations, the singer said that of all the awards he had received that night, he was "most proud of this one". E.T. the Extra-Terrestrial was also well-received critically. Charles L. Sanders of Ebony magazine described it as an "extraordinary album". Mark Bego of the Toledo Blade asserted that the song "Someone in the Dark" was "one of the most beautiful ballads" Jackson had ever recorded. He further commented that the amalgamation of Jones's production, dialogue from the film, Jackson's "effective and emotional" reading of the narrative and the audiobook's "grand soaring orchestration" made the E.T. the Extra-Terrestrial album "[elicit] as many tears as the movie does". A writer for Billboard described the audiobook as being "lavishly packaged, lovingly produced" and worth its high asking price. A journalist for the Lexington Herald-Leader concluded that it was a "delightful" storybook album. ## Track listing ## Personnel - Narration and vocals by Michael Jackson - Produced by Quincy Jones for Quincy Jones Productions - Original music for E.T. composed and conducted by John Williams - Narrative written by William Kotzwinkle, Steven Spielberg, Quincy Jones and Peggy Lipton Jones - Lyrics to "Someone in the Dark" written by Alan and Marilyn Bergman - Music to "Someone in the Dark" written by Rod Temperton - Arranged and conducted by Jeremy Lubbock - Synthesizer Solo by Craig Huxley - Album concept: Kathy "Leen" Carey - Executive producers: Steven Spielberg and Kathleen Kennedy - Assistant to executive producers: Kate Barker - Production coordinators: Freddy DeMann and Ron Weisner - Editor: Bruce Cannon - Production assistants: Pam Crocetti, Madeline Randolph, Corinne Alicia and Bonnie Sachs - Supervising sound editor: Charles L. Campbell - Sound effects editors: David A. Pettijohn, Louis L. Edemann, Richard C. Franklin, Jr and Samuel C. Crutcher - Re-recording mixers: Buzz Knudson, Robert Glass and Don Digirolamo - Storybook album engineer: Bruce Swedien - Assistant engineer: Matt Forger - Project coordinator: Nancy Cushing-Jones - Designer: Michael Brock - Photographers: Bruce McBroom and Terry Chostner - Photographer for poster of Michael Jackson and E.T.: Dick Zimmerman - Cover illustration of booklet: Drew Struzan - Art direction: George Osaki ## Charts
18,829,015
AMX-30E
1,171,736,827
null
[ "France–Spain military relations", "History of the tank", "Main battle tanks of Spain", "Main battle tanks of the Cold War", "Military vehicles introduced in the 1970s", "Post–Cold War main battle tanks" ]
The AMX-30E (E stands for España, Spanish for Spain) is a Spanish main battle tank based on France's AMX-30. Although originally the Spanish government sought to procure the German Leopard 1, the AMX-30 was ultimately awarded the contract due to its lower price and the ability to manufacture it in Spain. 280 units were manufactured by Santa Bárbara Sistemas for the Spanish Army, between 1974 and 1983. First acquired in 1970, the tank was to supplement Spain's fleet of M47 and M48 Patton United States tanks and to reduce Spain's reliance on American equipment in its army. The first 19 AMX-30 tanks were acquired from France in 1970, while another 280 were assembled in Spain. It was Spain's first mass-produced tank and developed the country's industry to the point where the government felt it could produce a tank on its own, leading to the development of the Lince tank project in 1985. It also offered Santa Bárbara Sistemas the experience which led to the production of the Leopard 2E in late 2003. Although final assembly was carried out by Santa Bárbara Sistemas, the production of the AMX-30E also included other companies in the country. Total production within Spain amounted to as much as 65% of the tank. Spain's AMX-30E fleet went through two separate modifications in the late 1980s, a modernization program and a reconstruction program. The former, named the AMX-30EM2 (150 tanks), sought to modernize and improve the vehicle's automotive characteristics, while the latter, or the AMX-30EM1 (149 tanks), resulted in a more austere improvement of the tank's power plant by maintaining the existing engine and replacing the transmission. Both programs extended the vehicle's lifetime. Spain's fleet of AMX-30EM1s was replaced in the late 1990s by the German Leopard 2A4, and the AMX-30EM2s were replaced by Centauro wheeled anti-tank vehicles in the early 21st century. Although 19 AMX-30Es were deployed to the Spanish Sahara in 1970, the tank never saw combat. In 1985 Indonesia expressed interest in the AMX-30E, while in 2004 the Spanish and Colombian governments discussed the possible sale of around 40 AMX-30EM2s. Both trade deals fell through. ## Background In 1960, Spain's tank fleet was composed mainly of American M47 Patton tanks, with some newer M48 Patton tanks. The M47s had been acquired by the Spanish army in the mid-1950s, replacing the previous fleet of 1930s-vintage Panzer I, T-26 and Panzer IV tank designs. During the 1957-58 Ifni War, the United States' ban on the usage of American ordnance supplied earlier as military aid to Spain pushed Spain to look for alternative equipment which could be freely employed in the Spanish Sahara. In the early 1960s, Spain looked towards its European neighbors for a new tank. The Spanish government first approached Krauss-Maffei, the German manufacturer of the Leopard 1, and the company applied for an export license from the German Economics Ministry. Spain's status as a non-NATO country meant that the decision to grant the export license had to be reviewed by the Bundessicherheitsrat (Federal Security Council [de]), or the BSR, which was responsible for the coordination of the national defense policy. Ultimately, the council ruled that Krauss-Maffei could sign an export contract with Spain. The deal was, however, stalled by pressure from the United Kingdom's Labour Party on the basis that the Leopard's 105-millimeter (4.13 in) L7 tank gun was British technology. Meanwhile, Spain tested the French AMX-30 between 2 and 10 June 1964. The Leopard 1 and the AMX-30 originated from a joint tank development program known as the Europanzer. For a tank, the AMX-30 had a low silhouette; the height of the tank was 2.28 meters (7.5 feet), compared to the Leopard's 2.6 meters (8.5 feet). In terms of lethality, the AMX-30's Obus G high-explosive anti-tank (HEAT) round was one of the most advanced projectiles at the time. Because HEAT warheads become less efficient during spin stabilization induced by the rifling of a tank-gun barrel, the Obus G was designed so that the shaped charge warhead was mounted on ball bearings within an outer casing, allowing the round to be spin stabilized through the rifling of the gun without affecting the warhead inside. The Obus G was designed to penetrate up to 400 millimetres (16 inches) of steel armor. On the other hand, the Leopard was armed with the L7A3 tank gun, capable of penetrating the frontal armor of most contemporary tanks. Although the Leopard boasted greater armor than the AMX-30—partially accounting for the weight difference between the two tanks—the latter was sold at a cheaper price. In May 1970, the Spanish government decided to sign a contract with the French company GIAT to begin production of the AMX-30. However, it was not the advantages of the French vehicle itself that influenced the decision. Rather, it was the UK's unwillingness to sell their L7 tank-gun, the low cost of the AMX-30, and the French offer to allow Spain to manufacture the tank, that led the Spanish Army to favor the French armored vehicle. ## Production On 22 June 1970, the Spanish Ministry of Defense signed an agreement of military cooperation with France, which outlined plans for the future acquisition of around 200 tanks for the Spanish Army. Of these, 180 were to be manufactured under license in Spain and 20 were to be manufactured by France. Ultimately, GIAT was contracted to manufacture 19 tanks. These were delivered to the Spanish Legion's Bakali company, deployed in the Spanish Sahara. The first six AMX-30s were delivered by rail to the Spanish border city of Irún, in the Basque Country, and then transferred to Bilbao. Finally, they were shipped by the Spanish Navy, on the transport Almirante Lobo, to El Aaiún in the Spanish Sahara. This unit existed until 1975, when it was disbanded and its tanks transferred to the Uad-Ras Mechanized Infantry Regiment. This agreement laid the foundations for the upcoming tank plant at the industrial polygon of Las Canteras, near the town of Alcalá de Guadaíra. Several parts of the tank were subcontracted to other Spanish companies, including Astilleros Españoles (turret), Boetticher, Duro Felguera and E. N. Bazán. The grade of local production varied per batch. The first 20 tanks were to have 18% of each vehicle manufactured in Spain; the next 40 would have 40% of the vehicle manufactured in Spain. The other 120 had 65% of the tank manufactured in the country. Production began in 1974, at a rate of five tanks per month, and ended on 25 June 1979. The first five tanks were delivered to the Uad Ras Mechanized Infantry Regiment on 30 October 1974. This batch also replaced the M41 Walker Bulldog light tanks and M48 Patton tanks in the Armored Cavalry Regiment Villaviciosa and the Armored Infantry Regiment Alcázar de Toledo, receiving 23 and 44 tanks, respectively. On 27 March 1979, prior to the end of production of the first batch, the Spanish Army and Santa Bárbara Sistemas signed a contract for the production and delivery of a second batch of 100 AMX-30Es. In 1980, after the 200th AMX-30E was delivered to the Spanish Army, the tank's patent was awarded to Spain. This allowed minor modifications to be done to the vehicle without having to consult GIAT. It also meant that the degree of local construction of each vehicle augmented considerably. Production of the second batch lasted between 1979 and 1983. By the time production ended, the Spanish Army fielded 299 AMX-30Es (280 produced between 1974 and 1983, and 19 delivered from France in 1970) and 4 training vehicles delivered in 1975. Santa Bárbara Sistemas also manufactured 18 Roland España (denominated AMX-30RE) anti-air vehicles and 10 AMX-30D armored recovery vehicles. The average cost per tank, in the first batch, was 45 million pesetas (US\$642,800). Cost per tank increased during the second batch to 62 million pesetas (885,700 dollars). Although brand new, the AMX-30E entered service with automotive issues, including problems with the antiquated 5SD-200D transmission. Consequently, as the first production batch began to end, the Spanish Army and Santa Bárbara Sistemas began to study possible upgrades. The main objectives were to increase the power and the reliability of the power pack, an improvement to the tank's firepower and accuracy, as well as to increase the vehicle's ballistic protection and overall survivability. A number of modernization packages were proposed, including a suggestion to mount the AMX-30E's turret on a Leopard 1's chassis. Other options included swapping the existing power pack for a new American diesel engine and transmission or exchanging the power pack for a new German diesel engine and transmission. More austere versions of these same options were offered, pairing the existing HS-110 engine with the already mentioned transmissions. Another prototype was produced using the Leopard's more modern tracks, and another similar prototype mounted a new 12.7-millimeter (0.5 in) machine gun for the loader's position. France's GIAT also offered to modernize Spain's AMX-30Es to AMX-30B2 standards, a modernization being applied to French AMX-30s. ### Modernization Ultimately, a mixed solution named Tecnología Santa Bárbara-Bazán (Santa Bárbara-Bazán Technology) (or TSB) was chosen. The improvement of the tank's mobility entailed replacing the HS-110 diesel engine with an MTU 833 Ka-501 diesel engine, producing 850 metric horsepower (625 kW), and the transmission with a German ZF LSG-3000, compatible with engines of up to 1,500 metric horsepower (1103 kW). The first 30 engines were to have 50% of the engine manufactured in Spain; the rest, 73% were to be produced indigenously. This new engine gave the modernized tank a power ratio of 23 metric horsepower per tonne (21.13 hp/S/T). The new engine was coupled with the AMX-30B2's improved torsion-bar suspension, which used larger diameter torsion-bars and new shocks. To improve the tank's firepower, the gun mount around the loader's turret hatch was modified to allow the installation of a 12.7-millimeter (0.5 in) machine gun, while the main gun's firepower was augmented through the introduction of the new CETME437A armor-piercing, fin-stabilized discarding sabot (APFSDS). The gun's accuracy was improved through the installation of the new Mark 9 modification A/D fire control system, designed by Hughes Aircraft Company. The new system allowed firing during the day and during night operations, and increased the likelihood of a first round impact. The fire control system was also modernized through the exchange of the old M282 gunner's periscope with a new periscope and a new Nd:YAG laser rangefinder. A new ballistics computer, the NSC-800, was issued, as well as a new digital panel for the gunner, designed and manufactured by the Spanish company INISEL. The tank commander also received a control unit that allowed the choice of ammunition for the gun and provided information on the ballistics of the round and the target to be engaged. As a result, the loader received a presentation unit to display information on which round to load into the gun's breech and to communicate ballistic data received, including angular velocity, wind velocity, gun elevation and vehicle inclination. The fire control system also allowed for the future upgrade to a more sophisticated stabilization system for the tank's main gun. Survivability improvements included the addition of new steel side-skirts, a new smoke generating system linked to the engine and a new fire suppression system. One hundred fifty AMX-30Es received this modernization package and were designated AMX-30EM2s. The program began in 1989 and ended in 1993. Ultimately, Spain's AMX-30EM2s were replaced by brand-new Centauro anti-tank vehicles, which were partially manufactured in Spain, in the early 21st century. ### Reconstruction The other 149 AMX-30Es were reconstructed to improve their mobility. The reconstruction consisted of the replacement of the original French transmission with the American Allison CD-850-6A. Furthermore, several parts of the tank, such as the brakes, were renovated in order to bring them up to their original standards. The CD-850-6A was an automatic transmission, with a triple differential providing two forward velocities and one reverse velocity. However, the new transmission resulted in a new problem. The excessive heat produced by the transmission reduced the vehicle's range. The reconstruction of the 149 AMX-30Es began in 1988, and these were designated AMX-30EM1s. In the early 1990s Spain received a large number of M60 Patton tanks, replacing its fleet of M47s and M48s, as well as its AMX-30EM1s. ## Export In the mid-1980s Indonesia approached Spain in an attempt to procure armaments for the modernization of its armed forces. Of the possible armaments for sale, Indonesia expressed interest in the procurement of the AMX-30. Although this deal fell through, in 2004 the Spanish and Colombian governments agreed on the sale of between 33 and 46 second-hand AMX-30EM2s, which had recently been replaced in the Spanish Army. However, the deal was canceled after José María Aznar was replaced by José Luis Rodríguez Zapatero as prime minister of Spain—the new Spanish government declared that Spain didn't even have enough AMX-30EM2s in working condition to sell to Colombia. ## See also - Tanks in the Spanish Army - List of armoured fighting vehicles by country
20,255,603
Duriavenator
1,137,288,637
Genus of theropod dinosaur
[ "Bajocian life", "Fossil taxa described in 2008", "Fossils of England", "Jurassic England", "Megalosaurs", "Middle Jurassic dinosaurs of Europe" ]
Duriavenator is a genus of theropod dinosaur that lived in what is now England during the Middle Jurassic, about 168 million years ago. In 1882, upper and lower jaw bones of a dinosaur were collected near Sherborne in Dorset, and Richard Owen considered the fossils to belong to the species Megalosaurus bucklandii, the first named non-bird dinosaur. By 1964, the specimen was recognised as belonging to a different species, and in 1974 it was described as a new species of Megalosaurus, M. hesperis; the specific name means 'the West' or 'western'. Later researchers questioned whether the species belonged to Megalosaurus, in which many fragmentary theropods from around the world had historically been placed. After examining the taxonomic issues surrounding Megalosaurus, Roger B. J. Benson moved M. hesperis to its own genus in 2008, Duriavenator; this name means "Dorset hunter". Estimated to have been 5–7 m (16–23 ft) long and weighed 1 t (2,200 lb), Duriavenator has been described as a medium-sized theropod. Duriavenator is distinct in features of the maxilla, the main bone of the upper jaw; it has a deep groove on the upper surface of the jugal process with numerous pneumatic (air-filled) foramina (openings), and small foramina on the lower part of the surface that connected with the premaxilla, the front bone of the upper jaw. It had about four teeth in the premaxilla, about 14–16 in the maxilla behind, and about 14–15 in the dentary of the lower jaw. While its classification was long uncertain, phylogenetic analyses in 2010 and onwards have shown it to be among the oldest tetanuran theropods (a diverse group that includes modern birds), and to belong in the family Megalosauridae. The long teeth at the front of the lower jaw may have been used for plucking and grasping during feeding. Duriavenator is known from the Upper Inferior Oolite Formation which is Bajocian in age, a stage in the Middle Jurassic. ## Discovery In 1882, the British scientist and businessman Edward Cleminshaw obtained skull bones and teeth of a dinosaur from the freestone of the Inferior Oolite in Greenhill near Sherborne in Dorset, England. Blocks of the quarry-stone were being prepared for a building when Cleminshaw detected fossils embedded in them on cracked surfaces of the stones, and all such stones were withdrawn from the building yard. Cleminshaw presented the fossils at an 1882 meeting of the Dorset Natural History and Antiquarian Field Club, where he expressed hope that more remains would be found when the quarry had been worked, and that he would send them to the British naturalist Richard Owen for examination at the British Museum. In 1883, Owen considered these fossils to have belonged to the species Megalosaurus bucklandii (using the now obsolete spelling M. bucklandi), which had been scientifically described and named in 1824, making it the first named non-bird dinosaur. Owen found the jaws of the then known Megalosaurus specimens to only differ in size, and due to the similarity of the teeth, thought there was no reason to divide them into different species. The skull of Megalosaurus was only known from fragments, so these new fossils aided Owen in producing a more complete reconstruction of it, incorporating the various specimens, guided by the skull of a monitor lizard. Owen believed the large opening behind the maxilla (the main bone of the upper jaw) to be the eye socket, while this is now known to be the antorbital fenestra, a large opening in front of the eye socket of many dinosaurs and their relatives. The specimen (today catalogued as NHM R332 at the Natural History Museum in London, formerly BMNH) mainly consists of the front third of the skull, including the premaxillae (first bones of the upper jaw), the right maxilla, the front part of a vomer (a bone at the middle of the palate), both dentaries (the tooth-bearing part of the lower jaw), the fragmentary right surangular (a bone at the back of the lower jaw), fragmentary unidentified elements, and associated teeth. The maxilla is split into two slabs, with the front and hind margins broken, and the junction between the premaxilla and maxilla is covered in plaster. The right dentary is the most complete, while the left is missing much of the front and hind regions. ### New species and genus The German palaeontologist Friedrich von Huene used the specimen as basis for his skull reconstruction of Megalosaurus bucklandii (guided by the skull of Allosaurus) in 1926, while noting that many of the forms assigned to the genus Megalosaurus probably did not belong there. In 1964, the British palaeontologist Alick D. Walker stated that while the specimen was commonly accepted as belonging to Megalosaurus bucklandii, it had more teeth in the maxilla, was older, and at least distinct at the species level. The British palaeontologist Michael Waldman further prepared the specimen in 1964–1965 and made it the holotype (on which the scientific name is based) of a new species of Megalosaurus, M. hesperis in 1974. The distinction was based on its higher tooth count in both the upper and lower jaws, but he cautioned no further comparisons could be made due to lack of material. The specific name is derived from the Greek hesperos (Ἑσπερίς), meaning "the West" or "western". He found its dentary similar to that of Zanclodon cambrensis, but noted taxonomic issues with that species, and refrained from classifying it further. In the 1970s, the American palaeontologists Samuel P. Welles and Jaime Emilio Powell prepared a study on European theropods, planning to move the species to the new genus "Walkersaurus". The name remained unpublished while the American amateur palaeontologist Stephan Pickering sent copies of a revised version of the manuscript to some colleagues in the 1990s, but this does not conform to the requirements of the International Code of Zoological Nomenclature, and the name is therefore considered a nomen nudum, and therefore invalid. The British palaeontologist David B. Norman noted in 1985 that the genus Megalosaurus had historically been used as a "dustbin" for any fragmentary remains of large theropods from around the world, which probably did not belong in the genus. In 1988, the American palaeontologist Gregory S. Paul listed the species M. hesperis under fragmentary "theropod odds and ends" as Megalosaurus? hesperis (the question mark indicating incertae sedis, uncertain placement), stating the material was not sufficient to tell if it really belonged to Megalosaurus. The Australian palaeontologist Ralph E. Molnar and colleagues stated in 1990 that M. hesperis could plausibly be retained in Megalosaurus, as it resembled M. bucklandii in several characters. The American palaeontologist Thomas R. Holtz Jr. found various positions for the species possible in a 2000 phylogenetic analysis, referring to it as "Megalosaurus" hesperis. Holtz and colleagues cautioned in 2004 that while plausible, there was no diagnostic, derived feature that could support the assignment of the species to Megalosaurus, and listed it as an unnamed tetanuran (a diverse group of theropod dinosaurs that includes modern birds). In 2007, the British palaeontologists Darren Naish and David M. Martill stated that while a valid species, ‘M.’ hesperis was probably not assignable to Megalosaurus, and did not preserve enough information to reliably classify it within Tetanurae. In 2008, the British palaeontologist Roger B. J. Benson and colleagues concluded that only the lectotype dentary of Megalosaurus bucklandii could be reliably attributed to the species, thereby stripping the name from all other species and specimens that had previously been assigned to Megalosaurus, as part of an effort to disentangle the historical confusion surrounding the genus. Benson later examined British fossils that had earlier assigned to M. bucklandii and found that some of them belonged to the species after all. Also in 2008, Benson redescribed the ‘M.’ hesperis holotype (aided by casts of the block made prior to preparation) and identified several features distinguishing it from Megalosaurus and other related theropods, and moved it to its own genus, Duriavenator, creating the new combination D. hesperis. The generic name is a combination of the Latin words Duria, "Dorset", and venator, "hunter", in full "Dorset hunter" or "hunter of Dorset". ## Description Duriavenator is estimated to have been 5–7 m (16–23 ft) long and weighed 1 t (2,200 lb), and has been described as a medium-sized theropod, comparable to Megalosaurus in size (size estimates of incompletely known dinosaurs are extrapolated from better known relatives). As a megalosaurid, it would have been massively built, with a large, low head, a short and stout lower arm, and a broad and shallow pelvis. ### Upper jaw The front surface of the holotype premaxilla is inclined hindward and upwards at an angle of about 50 degrees relative to the lower margin, an angle comparable to the megalosaurid Torvosaurus, but lower than in Dubreuillosaurus and Eustreptospondylus. Though the outer side surface of the premaxilla is poorly preserved, randomly distributed nutrient foramina (openings for blood-vessels) are visible towards its front. The bone surface at the middle front of the premaxilla is flat and marked by hind and upwards oriented striations where it would have connected with the other premaxilla. A foramen (opening) is present at the front middle surface, right below the front end of the bony nostril. Three prominent processes (outgrowths) extend backwards from the upper part of the premaxilla. The lowest of these is the palatal process, which was prominent in Duriavenator compared to other basal (early diverging) tetanurans, and the two processes above together form a subnarial (below the nostril) process. A foramen opens hind-wards between the palatal and subnarial processes, with another foramen opening just behind it. One of these foramina probably opened into a canal for the nerve or blood vessel that also continued into the foramen on the surface of the maxilla that connected with the premaxilla, a feature also seen in Megalosaurus. The holotype specimen only preserves two tooth sockets in the left premaxilla (the right premaxilla does not preserve any), while four premaxillary teeth were reported prior to the preparation of the specimen; two preserving the tooth crowns, one preserved as a cross-section of its original position, and one as an imprint of a juvenile tooth. Today, this number of teeth cannot be observed directly in either the specimen or casts of it made prior to preparation. Waldman suggested there were five tooth sockets in the premaxilla, and if this is true, Duriavenator would have been unique among megalosauroids, which have either lower or higher numbers of premaxillary teeth. The surface of the maxilla that connects with the premaxilla is slightly concave, and there are eleven foramina about 2 mm (0.08 in) in diameter each as well as smaller foramina present on the lower part of this surface. Such foramina are absent in most basal tetanurans, but are present in Carcharodontosaurus where they extend further upwards than in Duriavenator, and the condition in Duriavenator is considered an autapomorphy, a distinguishing feature. The frontwards directed anterior process of the maxilla is about as long as it is high, which is long compared to some theropods, like non-tetanurans, carcharodontosaurines and sinraptorids, which either lack such a process or have one that is short. A tab-like flange projects frontwards from the side margin of the anterior process, which must have overlapped the side surface of the premaxilla, which is similar to structures seen in Torvosaurus but absent in Dubreuillosaurus. Because part of the side surface of the maxilla adheres to the counterpart slab, details such as texture and foramina cannot be observed properly there. Two pneumatic (air-filled) chambers can be seen through a break in the maxilla in a corner of the antorbital fossa (a depression in front of the antorbital fenestra). The frontmost of these chambers is the maxillary fenestra (though it forms a fossa rather than a true fenestra), and the hindmost chamber is the frontwards extension of a pneumatic excavation on the upper surface of the jugal process (a process that connects with the jugal bone), which forms a deep, longitudinal groove with many foramina. While such pneumatic excavations are present in other tetanurans, in those they form two almost oval excavations that do not extend far hind-wards, and the condition seen in Duriavenator is therefore a distinguishing feature. The inwards surface of the maxilla is smooth, and an anteromedial process extends from this surface. The preserved part of the vomer has a similar morphology to that of Allosaurus. All 11 tooth sockets of the maxilla contain emerging or fully-erupted teeth; based on comparison with the similar maxilla of Dubreuillosaurus, 14–16 teeth may have been present in the complete bone, whereas comparison based on Megalosaurus would indicate fewer than 14 teeth. On the inwards side of the maxilla, replacement teeth at varying development stages can be seen between the interdental plates (bony plates between the teeth). The teeth are curved and serrated, like most theropod teeth, with short sulci (grooves) between the serrations. There are 8–9 serrations per 5 mm (0.2 in) on the front and hind edges at the mid-height of the frontmost tooth crowns, and 8–13 on the crowns further back. The teeth have weak, band-like enamel wrinkles, extending between the front and hind cutting edges of the teeth, along their outer and inner surfaces. The hind cutting edge continues to the base of the tooth crown and the front cutting edge extends about halfway to the crown's base. The interdental plates are roughly pentagonal and unfused, and extend to the bottom level of the side wall of the maxilla. The tallest plate is between the second and third tooth sockets, and the plates decrease in height in front of and behind this. The inwards surfaces of the plates are lightly pitted and have weak striations. ### Lower jaw The dentary of the lower jaw has tall, roughly pentagonal interdental plates on the inwards side of the tooth row, and the inwards sides of these plates have a weakly pitted texture. The plates are separated from the inner wall of the dentary by a paradental groove, which is wide at the front, but narrow hind-wards by the fourth tooth socket, where the inner wall of the dentary contacts the interdental plates. The symphyseal region at the front of the dentary (where the two halves of the lower jaw connected) appears to have been much less distinct than that of Allosaurus. There are three front and upwards curving ridges on the dentary, oriented parallel to the lower surface at the front of the dentary, similar to Magnosaurus and other megalosauroids. The Meckelian groove which runs along the inner surface of the dentary is inclined towards the back and downwards, and is wide and shallow. The lower margin of this groove is better defined than its upper margin, particularly in front of the Meckelian fossa, where it forms a sharp, convex lip. There are two Meckelian foramina in succession close to the front end of the groove, both with roughly oval outlines. The outer surface of the dentary is smooth, with about 14 neurovascular foramina randomly arranged at the front. Further back, there is a longitudinal row of slit-like foramina in a groove just above mid-height, positioned towards the bottom so they are not visible in side view. The right dentary only preserves parts of the first 13 tooth sockets; comparison with Allosaurus indicates there would only have been one or two more tooth sockets, totalling 14 or 15, which is comparable to the estimate of tooth socket number in the maxilla. Emerging teeth are present in five tooth sockets, and replacement teeth are visible between the interdental plates next to four sockets. The first three tooth sockets are roughly circular, and the third is the largest of them all. The sockets behind the third are roughly rectangular, and decrease in size hind-wards. By the third tooth socket, the dentary expands to the sides to accommodate the enlarged socket, as seen in Magnosaurus and megalosaurids other than Megalosaurus. The second tooth of the right dentary is the only well-preserved adult tooth from the front of a dentary known from any megalosauroid, except for the family Spinosauridae. It is longer than the teeth further behind and is circular in cross-section, consistent with the outline of its socket, and it is inclined forwards and up. Its front cutting edge extends only a short distance from the tip towards the base, while it extends just over a third of the crown height towards the base in the teeth further behind. Coelophysoids have similar front dentary teeth, and they may also be cylindrical and be inclined towards the front and upwards in other theropods with enlarged, roughly circular tooth sockets such as other megalosauroids and some allosauroids. ## Classification Until it was re-described and moved to its own genus Duriavenator in 2008, the higher level classification of the species was unclear, due to the fragmentary nature of its fossils and lack of detailed study. Researchers were unable to classify it more specifically within Tetanurae, a diverse group of theropods which dominated the predator niche from the Middle Jurassic and until the end of the Cretaceous, and also includes modern birds. Benson stated in 2008 that it was important to confirm the tetanuran status of early members of the group, such as Duriavenator, by detailed description and comparisons, so they could be included in phylogenetic analyses and the evolutionary origins of the group be examined. Being Bajocian in age (a stage in the Middle Jurassic), Duriavenator and Magnosaurus are some of the oldest known tetanurans, with supposed older members of the group having been misidentified. In addition to being distinct from Megalosaurus (including in features like an enlarged, roughly circular third dentary tooth socket and front dentary teeth that are inclined forwards), Benson identified tetanuran features in Duriavenator (including a prominent front process of the maxilla and band-like enamel wrinkles on the teeth), and noted he would subsequently examine whether the family Megalosauridae, which it and many other British theropods had been previously grouped in, was a monophyletic (natural) group. He also pointed out differences from Magnosaurus from the same time and place, and considered them distinct from each other. In 2010, after re-evaluating various fossils historically assigned to Megalosaurus, Benson performed a phylogenetic analysis, the first to focus on basal tetanurans. He confirmed that Megalosauroidea (which had also been called Spinosauroidea previously) included the two families Megalosauridae and Spinosauridae, and that Megalosauridae was a natural group. This was also the first time Duriavenator was included in such an analysis, and it was found to group within Megalosauridae in a basal position. Benson found that almost all large-bodied theropods from the Middle Jurassic were megalosauroids, with geographic differentiation among clades showing endemic theropod groups developed across the supercontinent Pangaea, while megalosaurids were not known outside Europe during this period. Megalosauroids became less diverse and abundant during the Late Jurassic, when the large-bodied theropod niche was dominated by neotetanurans, indicating faunal turnover between the Middle and Late Jurassic. Megalosauroids survived until the Late Cretaceous, when the long-snouted spinosaurids were relatively diverse. In 2012, the American palaeontologist Matthew T. Carrano, Benson and Scott D. Sampson examined the phylogeny of Tetanura, and found Duriavenator to group in the subfamily Megalosaurinae along with Megalosaurus and Torvosaurus. They suggested that the existence of the tetanurans Duriavenator and Magnosaurus by the early Middle Jurassic indicates that basal megalosauroids and avetheropods had evolutionarily radiated during the late Early Jurassic at the latest, and that these lineages extended much farther back in time than what is indicated by the relatively poor fossil record of this period. The following cladogram shows the position of Duriavenator within Megalosauroidea according to Carrano and colleagues, 2012: In their 2016 description of the megalosaurid Wiehenvenator, the German palaeontologist Oliver W. M. Rauhut and colleagues included a cladogram which they found to be in perfect accordance with the stratigraphic appearance of the taxa included. It showed Duriavenator as the most basal member of Megalosaurinae, which was in accordance with its older, Bajocian age, followed by Megalosaurus from the Bathonian, Wiehenvenator from the Callovian, and finally Torvosaurus from the Kimmeridgian-Tithonian. ## Palaeobiology Benson and Barrett pointed out in 2009 that the teeth at the front of the dentary in Duriavenator were longer than those at the back, were circular in cross-section, and were slightly inclined forwards, and that such heterodonty (difference in tooth morphology) seen in megalosauroids and some other theropods may be associated with plucking or precise grasping during feeding. Large, carnivorous theropods (such as tyrannosaurids) often have relatively uniform, homodont teeth instead. Holtz stated in 2012 that lighter megalosaurids, with their long, shallow snouts and relatively weak bites, would have relied on their stout, well-muscled arms to catch and kill their prey. Paul suggested in 2016 that megalosaurids were ambush predators, whose prey included sauropods and stegosaurs. ## Palaeoenvironment The only known Duriavenator specimen was collected from the Upper Inferior Oolite geological formation, in the Garantiana garantiana subzone of the Parkinsonia parkinsoni ammonite zone (index fossil zones used for stratigraphic dating), which dates to the late Bajocian, about 168 million years ago. This unit is composed of limestone and marl, and contains fossils of marine invertebrates. Other dinosaurs from the Inferior Oolite Formation of England include the megalosaurid Magnosaurus, indeterminate megalosaurids, indeterminate sauropods, an indeterminate stegosaurid, and ornithopod tracks are also known.
12,825,097
William Garrow
1,158,860,307
British barrister, politician and judge (1760–1840)
[ "1760 births", "1840 deaths", "Attorneys General for England and Wales", "Barons of the Exchequer", "English barristers", "Fellows of the Royal Society", "Knights Bachelor", "Members of Lincoln's Inn", "Members of the Parliament of the United Kingdom for English constituencies", "Members of the Parliament of the United Kingdom for constituencies in Cornwall", "Members of the Privy Council of the United Kingdom", "People from Monken Hadley", "Serjeants-at-law (England)", "Solicitors General for England and Wales", "UK MPs 1802–1806", "UK MPs 1806–1807", "UK MPs 1812–1818" ]
Sir William Garrow PC KC FRS (13 April 1760 – 24 September 1840) was an English barrister, politician and judge known for his indirect reform of the advocacy system, which helped usher in the adversarial court system used in most common law nations today. He introduced the phrase "presumed innocent until proven guilty", insisting that defendants' accusers and their evidence be thoroughly tested in court. Born to a priest and his wife in Monken Hadley, then in Middlesex, Garrow was educated at his father's school in the village before being apprenticed to Thomas Southouse, an attorney in Cheapside, which preceded a pupillage with Mr. Crompton, a special pleader. A dedicated student of the law, Garrow frequently observed cases at the Old Bailey; as a result Crompton recommended that he become a solicitor or barrister. Garrow joined Lincoln's Inn in November 1778, and was called to the Bar on 27 November 1783. He quickly established himself as a criminal defence counsel, and in February 1793 was made a King's Counsel by HM Government to prosecute cases involving treason and felonies. He was elected to Parliament in 1805 for Gatton, a rotten borough, and became Solicitor General for England and Wales in 1812 and Attorney General for England and Wales a year later. Although not happy in Parliament, having been returned only for political purposes, Garrow acted as one of the principal Whig spokesmen trying to stop criminal law reform as campaigned for by Samuel Romilly and also attempted to pass legislation to condemn animal cruelty. In 1817, he was made a Baron of the Exchequer and a Serjeant-at-Law, forcing his resignation from Parliament, and he spent the next 15 years as a judge. He was not particularly successful in the commercial cases the Exchequer specialised in, but when on Assize, used his criminal law knowledge from his years at the Bar to great effect. On his resignation in 1832 he was made a Privy Councillor, a sign of the respect HM Government had for him. He died on 24 September 1840. For much of the 19th and 20th centuries his work was forgotten by academics, and interest arose only in 1991, with an article by John Beattie titled "Garrow for the Defence" in History Today. Garrow is best known for his criminal defence work, which, through the example he set with his aggressive defence of clients, helped establish the modern adversarial system in use in the United Kingdom, the United States, and other former British colonies. Garrow is also known for his impact on the rules of evidence, leading to the best evidence rule. His work was cited as recently as 1982 in the Supreme Court of Canada and 2006 in the Irish Court of Criminal Appeal. In 2009, BBC One broadcast Garrow's Law, a four-part fictionalised drama of Garrow's beginnings at the Old Bailey; a second series aired in late 2010. BBC One began broadcasting the third series in November 2011. ## Early life and education Garrow's family originally came from Moray Scotland, where they were descended from the Garriochs of Kinstair, a Scottish royal line. Garrow's father David was born at a farm called Knockside, Aberlour (Speyside) approximately 50 miles northwest of Aberdeen. David graduated from Aberdeen University with a Master of Arts degree on 1 April 1736, and became a priest of the Church of England, creating a school in Monken Hadley, in what's now the Greater London area. His younger brother William became a successful doctor, leaving most of his estate (£30,000) to Garrow. On 5 June 1748 David married Sarah Lowndes, with whom he had eleven children; William, Edward, Eleanora, Jane, John, Rose, William, Joseph, William, David and Anne. The first two Williams died as infants; the third, born on 13 April 1760, survived. William Garrow was educated at his father's school in Monken Hadley, The Priory, which emphasised preparing students for commercial careers such as in the East India Company. As such, it taught social graces, as well as English, Greek, Latin, French, geography, mathematics and dancing. Studying there Garrow "knew the English language well; had a moderate acquaintance with the Latin and, as an accomplishment, added a considerable proficiency in French". Garrow attended this school until he was 15, at which point he was articled to Thomas Southouse born Faversham, Kent?, an attorney in Cheapside, London. Garrow showed potential, being noted as "attentive and diligent in the performance of the technical and practical duties of the office", and Southouse recommended that he become a solicitor or barrister; as a result, when he was 17, he became a pupil of a Mr. Crompton, a special pleader. As a pupil Garrow studied hard, fastidiously reading Sampson Euer's Doctrina Placitandi, a manual on the Law of Pleading written in legal French. At the same time he viewed cases at the Old Bailey, forming a friendship with the clerk of arraignment there, William Shelton. In the 18th century, speakers perfected the art of oratory through debating societies, one of the most noted of which met at Coachmaker's Hall, London. Although initially shy (during his first debate, the attendees had to force him from his seat and hold him up while he spoke), he swiftly developed a reputation as a speaker, and was referred to in the press as "Counsellor Garrow, the famous orator of Coachmaker's Hall". In November 1778, Garrow became a member of Lincoln's Inn, one of the four Inns of Court, and on 27 November 1783 at the age of 23 he was called to the Bar; he later became a Bencher of Lincoln's Inn in 1793. ## Career as a barrister ### Defence Garrow started as a criminal defence barrister at the Old Bailey, in a time where many defendants became increasingly reliant on barristers to prevent their conviction. His first case was actually as a prosecutor; on 14 January 1784, barely two months after he was called to the Bar, he prosecuted John Henry Aikles for obtaining a bill of exchange under false pretences. It was alleged that Aikles had promised to pay Samuel Edwards £100 and a small commission for a £100 bill of exchange, and when he took the bill, failed to hand over the money. Despite Aikles's counsel claiming, according to Edward Foss, that "this was no felony", and being represented by two of the most prestigious criminal barristers of the day, Garrow convinced both the judge and the jury that Aikles was guilty. Garrow later defended Aikles in September 1785, securing his release due to ill-health. During his early years as a practising barrister, Garrow was particularly noted for his aggressive and confrontational style of cross-examination. When James Wingrove was charged with theft and violence in the course of a highway robbery in 1784, Garrow's cross-examination of William Grove (who acted as a witness and the person charging Wingrove) got him to admit that he was perjuring himself in an attempt to get a reward, and that Wingrove had not robbed the two injured parties. Garrow showed a dislike of most thief-takers, of which Grove was one, although he did not treat the Bow Street Runners and other professionals with contempt. His dislike of such men was highlighted in his defence of three men in 1788 for theft; they were charged with assaulting John Troughton, putting him in fear of his life, and stealing his hat. The issue was whether the assault put him in fear of his life, or whether he was exaggerating to claim a reward, which could not be claimed for simple theft. Garrow established that Troughton was uncertain about how he lost his hat, despite his attempts to claim that the defendants knocked it off him, and after four witnesses gave character evidence the defendants were found not guilty. Garrow made much use of jury nullification to limit the punishment for his convicted clients, in a time when many crimes carried the death penalty (the so-called Bloody Code). In 1784 a pair of women were arrested for stealing fans worth 15 shillings, meaning a conviction would result in the death penalty; Garrow convinced the jury to convict the women of stealing 4 shillings worth of fans, therefore changing the sentence to twelve months of hard labour. ### Prosecution Garrow soon developed a large practice, working criminal trials at the Old Bailey and outside London as both defence counsel and prosecutor. By 1799, a book recorded that the number of cases he had at the Court of King's Bench "is exceeded by none but Mr. [Thomas] Erskine's", and that "he has long monopolized the chief business on the home circuit... No man is heard with more attention by the court, no man gains more upon a jury, or better pleases a common auditor". In February 1793 he was appointed a King's Counsel to help prosecute those accused of treason and sedition, less than ten years after his call to the Bar; and his appointment was met with a mixed response from the press. The Briton described Garrow and the other five appointments as the best talent of the age, while the Morning Chronicle was bitter due to Garrow's previous status as a friend of the Official Opposition, the Whigs, as opposed to the Tory government. As the French Revolution and its perceived threat to the United Kingdom gained momentum, so did Garrow's career; he prosecuted in most of the state trials, and as he increased in experience was left to manage many of them himself, coming up against leading barristers such as Thomas Erskine, James Mingay and James Scarlett. In May 1794 the Government suspended habeas corpus, in 1795 outlawed all public meetings, in 1797 outlawed secret organisations and in 1799 outlawed all societies interested in reforming the way the United Kingdom was run. The Government planned a series of 800 arrests, with 300 execution warrants for high treason made out and signed, making a particular effort to prosecute Thomas Hardy and John Horne Tooke. Hardy was the first to be tried, with the prosecution arguing that he sought a revolution in England similar to that in France. With Garrow prosecuting and Erskine defending, the trial lasted eight days instead of the normal one, and the foreman of the jury was so tense that he delivered the verdict of "not guilty" in a whisper and then immediately fainted. Tooke was then prosecuted; again, the jury found him not guilty, with the result that the other 800 trials were abandoned. During the period when Garrow worked as a barrister, the sugar planters of the West Indies held large amounts of power in Parliament, allowing them to maintain a monopoly on the marketing of sugar in England that brought great profits. This industry was largely profitable due to the use of slave labour, to which Garrow had long been opposed; when the sugar planters offered him a job managing all of their legal and political business, he replied that "if your committee would give me their whole incomes, and all their estates, I would not be seen as the advocate of practices which I abhor, and a system which I detest". In 1806 Thomas Picton, the Governor of Trinidad, was charged with a single count of "causing torture to be unlawfully inflicted" on a young free mulatto girl; he was brought before the Court of King's Bench under Lord Ellenborough. The court records run to 367 pages, and Garrow was deeply involved as prosecuting counsel; indeed, his opening speech on 24 February 1806 is considered by Braby to be one of his best. The case centred on whether or not Spanish law, which allowed torture, was still in effect at the time of the incident. The jury eventually decided that it was not, and Ellenborough found Picton guilty. Picton's counsel requested a retrial, which was granted; the jury in the second trial eventually decided that Picton was innocent. Thanks to Garrow's political connections, he was made first Solicitor General and then Attorney General for the Prince of Wales in 1806 and 1807; he was recommended by Erskine, who said in a letter to the Prince that "he knows more of the real justice and policy of everything connected with the criminal law than any man I am acquainted with". In 1812 he prosecuted Leigh Hunt for seditious libel against the Prince Regent; thanks to his work, Hunt was found guilty, reversing the judgment of an 1811 trial in which he had been acquitted. ## Political career Since 1789, the press had been speculating that Garrow, a Whig, would enter Parliament; however he was first elected in 1805 for Gatton. This was a rotten borough, with Garrow appointed to serve the interests of his patron, Charles James Fox. After his entry into politics Garrow at first paid little attention, not making his maiden speech until 22 April 1806, when he opposed a charge for the impeachment of Marquess Wellesley. He spoke again on 18 June 1806 on a legal technicality, and after that did not intervene for another six years. Braby and other sources indicate that he did not enjoy his time in Parliament, and was rarely there unless required to conduct some business. In June 1812, he was appointed Solicitor General for England and Wales, receiving the customary knighthood, and, in May 1813, he was appointed Attorney General. The Attorney General was the senior Crown prosecutor, during a time when the Prince Regent feared liberal changes to the criminal law and Parliamentary structure. Garrow, as "a mere creature of the Regent", could be trusted to oppose this; rather than the progressive, defensive work undertaken in his early career, this period was one of conservative aggression against the reformers. Garrow ran particularly foul of Sir Samuel Romilly, who was one of those looking to reform a penal code many claimed was not working. On 5 April 1813, Romilly's Bill on Attainder of Treason and Felony came before Parliament. Its intent was to remove corruption of the blood from cases involving treason and felony; Garrow, then Solicitor General, declared that the Bill would remove one of the safeguards of the British Constitution. The Bill eventually failed, and corruption of the blood was not removed from English law until the Forfeiture Act 1870. He also served as Chief Justice of Chester from 1814 to 1817. Garrow also became involved in the repeal of the Corn Laws, voting for the measure, and sponsored legislation to control surgical practice in the United Kingdom; the bill did not, however, pass into law. In the early 19th century animal cruelty was widespread; Garrow was one of those who found it appalling, and sponsored a bill in 1816 to increase the penalties for riding horses until their severe injury or death. While defeated, his actions were vindicated by a bill of 1820 introduced by Thomas Erskine, which was given the Royal Assent and came into law. Garrow eventually resigned as Attorney General and as a member of parliament in 1817, when he was appointed one of the Barons of the Exchequer. ## Judicial career Garrow's first judicial appointment came in 1814, when he was made Chief Justice of Chester. This was opposed by Sir Samuel Romilly, who argued that the positions of Chief Justice and Attorney General were incompatible, saying "to appoint a gentleman holding a lucrative office at the sole pleasure of the Crown to a high judicial situation, was extremely inconsistent with that independence of the judicial character which it was so important to preserve inviolate". On 6 May 1817, Garrow was made a Baron of the Exchequer and Serjeant-at-Law, succeeding Richard Richards, and resigning his seat in Parliament and his position as Attorney General. He was not a particularly distinguished judge in the Exchequer, mainly due to a lack of knowledge of the finer points of law. Practising on the Assize Circuits, however, was a different matter; dealing with his more familiar criminal law rather than the commercial law of the Exchequer, Garrow performed far better. Braby indicates that he regularly amazed both barristers and defendants with his knowledge of the intricacies of crime. Garrow retired on 22 February 1832, replaced by John Gurney, and was made a Privy Councillor on retirement as a measure of the Government's respect for him. He died at home on 14 September 1840, aged 80. ## Personal life Garrow had an irregular relationship with Sarah Dore, who had previously borne a son, William Arthur Dore Hill, by Arthur Hill, Viscount Fairford in 1778. Thomas Hague has suggested that Dore was an Irish noblewoman Garrow had seduced, but the only intent of his writings was to disparage Garrow, and there is no evidence to support his claim. Their first child, David William Garrow, was born on 15 April 1781, and their second, Eliza Sophia Garrow, was born on 18 June 1784. Garrow and Dore finally married on 17 March 1793. Sarah was noted as particularly elegant, and was actively involved in local matters in Ramsgate, where the family lived. She died on 30 June 1808 after a long illness, and was buried at the Church of St Margaret, Darenth. David William Garrow was educated at Christ Church, Oxford, earning the degree of Doctor of Divinity, and served as one of the Chaplains to the Prince of Wales. His son, Edward Garrow, was a cricketer and clergyman. Eliza Sophia Garrow married Samuel Fothergill Lettsom; one of her children, also named William Garrow, served as the Consul-General of Uruguay. ## Legacy Garrow's estate was valued at £22,000 after his death near Ramsgate, Kent, including £12,000 in the Bank of England, £5,000 in three insurance policies and £5,000 secured by mortgages – a total of £ in 2023 terms. Garrow's will was written in 1830 and contained only two demands; to set up a trust and to be buried in his birthplace, Hadley, with his uncle, his father's younger brother William (who had left Garrow the best part of his fortune). The trust contained his entire estate, with the trustees being Leonard Smith, a merchant, Edward Lowth Badeley of Paper Buildings, Inner Temple and William Nanson Lettsom of Gray's Inn. The money was divided between Joseph Garrow, Garrow's nephew, who received £1,000, £200 to each of the children of Garrow's sister, £2,000 to the sister and £300 a year to the widow of Garrow's son. Eliza, Garrow's daughter, received £300 a year from the interest on the trust, with an additional provision of £200 for the joint use of Eliza and her husband. The estate was structured by a legal professional, and as such no death duties were paid. The second instruction was ignored: Garrow was buried in the churchyard of St Laurence, Ramsgate, his parish church. Edward Foss described him as "one of the most successful advocates of his day", something linked more to his "extraordinary talent" at cross-examination than his knowledge of the law; Garrow once told a witness before a case that "you know a particular fact and wish to conceal it – I'll get it out of you!" Lord Brougham, who regularly opposed him in court, wrote that "no description can give the reader an adequate idea of this eminent practitioner's powers in thus dealing with a witness". Lemmings notes Garrow as not only a formidable advocate but also the "first lawyer to establish a reputation as a defence barrister". Garrow was largely forgotten; although Robert Louis Stevenson and his wife discovered his work a generation later when reading transcripts of Old Bailey cases, there was little academic work on him until the late 20th century. In 1991, John Beattie published "Garrow for the Defence" in History Today, followed by "Scales of Justice: Defence Counsel and the English Criminal Law in the Eighteenth and Nineteenth Centuries" in Law and History Review. Allyson May, who did her doctoral study under Beattie, further extended the analysis of Garrow's work with The Bar and the Old Bailey: 1750–1850, published in 2003. Garrow's work was cited in court as recently as 1982, when the Supreme Court of Canada quoted a passage from The Trial of William Davidson and Richard Tidd for High Treason, where Garrow instructed the jury as to how to interpret testimony, in Vetrovec v The Queen in 1982. In 2006 he was again quoted, when the Irish Court of Criminal Appeal used the same work in their review of the 1982 conviction of Brian Meehan for the murder of Veronica Guerin. In 2009, BBC One broadcast Garrow's Law, a four-part fictionalised drama of Garrow's beginnings at the Old Bailey, starring Andrew Buchan as Garrow. A second series, again of four parts, was aired in late 2010, and the third and final four-part series was broadcast in November and December 2011. ## Impact ### Adversarial system It is indisputable that Garrow massively affected the modern, adversarial court system used in several western nations and the rules of evidence, although he was barely aware of it. Prior to Garrow's time, defendants in felony cases were not allowed to have defence counsel; as a result, every defendant for arson, rape, robbery, murder and most forms of theft was forced to defend themselves. The first step away from this was with the Treason Act 1695 (for regulating trials in cases of treason), which allowed treason defendants the right to a counsel. Garrow's practice was a further step forward; with his aggressive and forthright style of cross-examination, he promoted a more committed defence of clients, and indirectly reformed the process of advocacy in the 18th century. His area of advocacy (he was counsel for the defence in 83% of his cases) and style is considered key by Beattie in establishing the "new school" of advocacy; his aggressive style in defence set a new style for advocates to follow that assisted in counteracting a legal system biased against the defendant. While he was not the sole cause of this reform, his position at the head of the Bar meant that he served as a highly visible example for new barristers to take after. In some ways Garrow was far ahead of his time; he coined the phrase "innocent until proven guilty" in 1791, although the jury refused to accept this principle and it was not confirmed by the courts until much later. ### Evidence Garrow also influenced the rules of evidence, which were only just beginning to evolve when he started his career. His insistence that hearsay and copied documents could not be admitted in evidence led to the best evidence rule. He was crucial in insisting on the autonomy of lawyers when adducing evidence, in one case openly arguing with the trial judge to insist that the advocates have independence in submitting it. During this period, the use of partisan medical experts was particularly problematic. While medical experts were regularly called at the Old Bailey, the use of partisan experts was resisted, and at the beginning experts were given limited authority. While this increased towards the end of the 17th century, in line with the judges' increasing desire for certainty and facts, Garrow is noted as an excellent example of the attitude lawyers took when cross-examining such witnesses. When defending Robert Clark, accused of killing John Delew by kicking him in the stomach, Garrow used a mixture of aggressive cross-examination and medical knowledge to get the prosecution's medical expert to admit that he could not prove how Delew had died. Garrow and later advocates learned how to effectively "interrogate" such witnesses, strengthening their own arguments (when it was their expert) or demolishing those of others (when it was an expert attached to the other side).
51,375,533
Lynchburg Sesquicentennial half dollar
1,154,758,008
US coin worth 50 cents
[ "1936 establishments in the United States", "Early United States commemorative coins", "Fifty-cent coins", "Goddess of Liberty on coins", "Lynchburg, Virginia", "Works by Charles Keck" ]
The Lynchburg Sesquicentennial half dollar was a commemorative half dollar designed by Charles Keck and struck by the United States Bureau of the Mint in 1936, to celebrate the 150th anniversary of the 1786 incorporation of the independent city of Lynchburg, Virginia. The obverse of the coin depicts former Secretary of the Treasury and U.S. Senator Carter Glass, a native of Lynchburg. The reverse depicts a statue of the Goddess of Liberty, with Lynchburg sites behind her, including the Old Courthouse and the city's Confederate monument. Glass sponsored legislation for the half dollar, which passed Congress without difficulty. The Commission of Fine Arts proposed that the coin should bear the portrait of John Lynch, founder of Lynchburg, on the obverse, but no portrait of him was known. Instead, the Lynchburg Sesqui-Centennial Association decided Senator Glass should be on the coin. Despite his opposition, Glass became the third living person to appear on a U.S. coin, and the first to be shown alone. The coins sold well when placed on sale in the late summer of 1936, and sales to out-of-towners were limited. The entire issue sold out, with some put aside for the sesquicentennial celebrations in October. Issued for \$1, the coins have appreciated over the years, with 2018 estimates of value ranging between \$225 and \$365, depending on condition. ## Background The Lynchburg Sesqui-Centennial Association desired to have a commemorative half dollar honoring the anniversary of the Virginia General Assembly's 1786 first mention of the incorporation of Lynchburg; it became a city in 1852. In 1936, commemorative coins were not sold by the government—Congress, in authorizing legislation, usually designated an organization with exclusive rights to purchase them at face value and vend to the public at a premium. In the case of the Lynchburg half dollar, the responsible group would be the Sesqui-Centennial Association. The year 1936 saw Congress authorize 15 new commemorative coin issues, and pieces authorized in prior years were struck again, dated 1936. That year saw a major boom in commemorative coin prices, and the new issues helped fuel the market. Some of these new issues, like the Cincinnati Musical Center half dollar, were controlled by insiders for private profit. The Lynchburg piece, on the other hand, would defray the cost of the anniversary celebrations, and was motivated by pride in the city and its history. Lynchburg was a supply center for the Confederacy during the Civil War; a Union attempt to take the city was beaten back in 1864 by Confederate General Jubal Early. In 1858, Carter Glass, later Secretary of the Treasury and a representative and senator from Virginia, was born there, and lived there in 1936. ## Legislation Glass introduced the bill for a Lynchburg Sesquicentennial half dollar in the Senate on April 8, 1936; it was referred to the Committee on Banking and Currency. On April 22, Alva B. Adams of Colorado reported it back to the Senate. In its report, the committee noted that the bill included the standardized language it advocated because of past commemorative coin abuses: including that they be issued by only one mint and no fewer than 5,000 at a time, have only one design, be struck within a year of enactment, and bear the date 1936 even if struck later. The committee recommended the bill pass. On April 24, Adams brought the bill before the Senate, and moved that the authorized quantity of the coins be increased from 10,000 to 20,000. Both the amendment and the bill were agreed to without debate or recorded opposition. The bill then went to the House of Representatives where on 22 May, Virginia's Clifton A. Woodrum brought it to the floor. Robert F. Rich of Pennsylvania, a Republican, took the floor long enough to note that "this is, perhaps, the thirtieth bill of this kind to come in here this session of Congress. It is surely the beginning of Democratic inflation, and I warn the Members of the House to beware." Following laughter and applause, the bill passed without objection, and with the signature of President Franklin D. Roosevelt on May 28, 1936, became a law authorizing 20,000 half dollars. ## Preparation On May 25, 1936, with the Lynchburg bill close to enactment, the secretary of the Sesqui-Centennial Association, Fred McWane, wrote to Charles S. Moore, chairman of the federal Commission of Fine Arts. The commission was charged by a 1921 executive order by President Warren G. Harding with rendering advisory opinions regarding public artworks, including coins. Moore replied on the 26th, suggesting that the coin should bear the portrait of John Lynch, founder of Lynchburg, on the obverse. McWane replied the following day, stating that there was no known portrait of Lynch, and that the Sesqui-Centennial Association was considering other possible obverses. For the reverse, McWane proposed the city's Memorial Terrace, long the first sight there that greeted visitors arriving by rail. On June 3, McWane wrote to Moore stating that the Sesqui-Centennial Association was considering Charles Keck and John David Brcin to sculpt the coin; Moore in his reply on the 9th, praised both men, but praised Keck more. Keck had designed the 1915 Panama-Pacific gold dollar and the Vermont Sesquicentennial half dollar in 1927. The Sesqui-Centennial Association took the hint and McWane notified Moore of Keck's hiring on July 1. He also advised Moore that his commission had decided Senator Glass should appear on the obverse. Glass protested at the idea of his face appearing on a coin, but this was to no avail. He telephoned the Philadelphia Mint in the hope a law might forbid himself, as a living person, from appearing on a coin, but was told that none did. The senator stated, "I had hoped there would be an avenue of escape." According to Don Taxay in his volume on U.S. commemorative coins, "though [Glass was] the most influential man in Lynchburg, and honorary president of the Sesquicentennial Association, he found himself hopelessly outvoted". On July 28, Mary Margaret O'Reilly, the assistant director of the Mint, forwarded Keck's models to the Fine Arts Commission; they were approved the following day. Moore wrote to Glass on the 31st, predicting that the senator's depiction was one "that both your friends and posterity will approve". Keck's models were sent to the Medallic Art Company of New York, which reduced them to coin-sized dies. ## Design The obverse contains a representation of Senator Carter Glass, making the Lynchburg Sesquicentennial half dollar the third U.S. coin to depict a living person, and the first to show one alone—the earlier two, the Alabama Centennial half dollar (1921) and the U.S. Sesquicentennial half dollar (1926), depict jugate busts of a living person, a governor or president, with a deceased predecessor. Glass also became the first person to have his signature on U.S. currency (during his term as Treasury Secretary) and his portrait on a coin. Having headed the Treasury Department, he was aware of the custom that living people did not appear on U.S. coinage; its waiver in his case did not attract unfavorable criticism, as it was deemed well-deserved. The reverse depicts a statue of the goddess Liberty, her arms outstretched in welcome. In the background is seen a portion of Monument Terrace, with the Old Lynchburg Courthouse also depicted. Before the building is the city's Confederate monument. According to Anthony Swiatek in his 2012 volume on commemorative coins, "the Confederacy receives prominent recognition on this coin". Amid the debate over the removal of Confederate monuments in the United States, the question of whether to displace that statue, dedicated in 1900, has been raised, but as of 2017, it remains in place. Art historian Cornelius Vermeule, in his volume on U.S. commemorative coins and medals, deemed Keck's half dollar, "a successful but not startling combination of conservative elements". He described the figure of Liberty on the reverse as "a Greco-Roman, actually Greek imperial, frontal Liberty placed before local landmarks". Vermeule suggested that the tall, thin lettering on the reverse indicates that Keck was less influenced by Augustus Saint-Gaudens, under whom he studied, than by Chief Engraver of the United States Mint Charles E. Barber (served 1880–1917) and his successor George T. Morgan (1917–1925). Further, Vermeule tied Keck's Liberty to coins and medals designed by the two chief engravers, including their work on medals for the Assay Commission. He concluded that Keck's "style, as manifest in the Lynchburg Sesquicentennial half-dollar, was a recollection of the fashions perpetuated by Barber and Morgan". ## Production, distribution and collecting In September 1936, the Philadelphia Mint struck 20,000 Lynchburg half dollars, plus 13 extra that would be held for inspection and testing at the 1937 meeting of the annual Assay Commission. The new coins came on the market during the price boom in commemorative coins, and readily sold at a price of \$1 each. There was an order limit of 10 per person, though this might be waived if there was a written explanation. Orders were accepted in advance, and the August 1936 issue of The Numismatist (the journal of the American Numismatic Association) contained a statement from the Sesqui-Centennial Association that orders for 2,000 had been received. Once 15,000 had been sold, the remainder was held to allow local residents the opportunity to buy them. On September 2, McWane wrote to a potential out-of-state buyer stating that they had all been purchased. They were formally placed on sale on September 21. Some were put aside for sale at the sesquicentennial celebration, held in Lynchburg from October 12 to 16, where they sold, mainly to local residents. The coins increased in price after 1936, their value helped by the wide distribution of the mintage, with no known hoards. By 1940, the value in uncirculated condition was \$2, and by 1970 \$40. At the height of the later commemorative coin boom in 1980, they sold for \$550, dropping back to \$375 by 1985. The deluxe edition of R. S. Yeoman's A Guide Book of United States Coins, published in 2018, lists the coin for between \$225 and \$365, depending on condition. An exceptional specimen sold in 2008 for \$4,830.
1,108,139
Acrocanthosaurus
1,167,885,960
Genus of carcharodontosaurid dinosaur from the Early Cretaceous
[ "Albian life", "Apex predators", "Aptian life", "Articles containing video clips", "Carcharodontosaurids", "Cloverly fauna", "Early Cretaceous dinosaurs of North America", "Fossil taxa described in 1950", "Fossil trackways", "Paleontology in Maryland", "Paleontology in Oklahoma", "Paleontology in Texas", "Paleontology in Wyoming", "Taxa named by J. Willis Stovall", "Taxa named by Wann Langston Jr." ]
Acrocanthosaurus (/ˌækroʊˌkænθəˈsɔːrəs/ AK-roh-KAN-thə-SOR-əs; lit. 'high-spined lizard') is a genus of carcharodontosaurid dinosaur that existed in what is now North America during the Aptian and early Albian stages of the Early Cretaceous, from 113 to 110 million years ago. Like most dinosaur genera, Acrocanthosaurus contains only a single species, A. atokensis. Its fossil remains are found mainly in the U.S. states of Oklahoma, Texas, and Wyoming, although teeth, a tibia, and vertebrae attributed to Acrocanthosaurus have been found as far east as Maryland, suggesting a continent-wide range. Acrocanthosaurus was a bipedal predator. As the name suggests, it is best known for the high neural spines on many of its vertebrae, which most likely supported a ridge of muscle over the animal's neck, back, and hips. Acrocanthosaurus was one of the largest theropods, with the largest known specimen reaching 11–11.5 meters (36–38 ft) in length and weighing approximately 4.4–6.6 metric tons (4.9–7.3 short tons). Large theropod footprints discovered in Texas may have been made by Acrocanthosaurus, although there is no direct association with skeletal remains. Recent discoveries have elucidated many details of its anatomy, allowing for specialized studies focusing on its brain structure and forelimb function. Acrocanthosaurus was the largest theropod in its ecosystem and likely an apex predator which preyed on sauropods, ornithopods, and ankylosaurs. ## Discovery and naming Acrocanthosaurus is named after its tall neural spines, from the Greek ɑκρɑ/akra ('high'), ɑκɑνθɑ/akantha ('thorn' or 'spine') and σɑʊρος/sauros ('lizard'). There is one named species (A. atokensis), after Atoka County in Oklahoma, where the original specimens were found. The name was coined in 1950 by American paleontologists J. Willis Stovall and Wann Langston Jr. Langston had proposed the name "Acracanthus atokaensis" for the genus and species in his unpublished 1947 master's thesis, but the name was changed to Acrocanthosaurus atokensis for formal publication. The holotype and paratype (OMNH 10146 and OMNH 10147), discovered in the early 1940s and described at the same time in 1950, consist of two partial skeletons and a piece of skull material from the Antlers Formation in Oklahoma. Two much more complete specimens were described in the 1990s. The first (SMU 74646) is a partial skeleton, missing most of the skull, recovered from the Twin Mountains Formation of Texas and currently part of the Fort Worth Museum of Science and History collection. An even more complete skeleton (NCSM 14345, nicknamed "Fran") was recovered from the Antlers Formation of Oklahoma by Cephis Hall and Sid Love, prepared by the Black Hills Institute in South Dakota, and is now housed at the North Carolina Museum of Natural Sciences in Raleigh. The specimen is the largest and includes the only known complete skull and forelimb. Skeletal elements of OMNH 10147 are almost the same size as comparable bones in NCSM 14345, indicating an animal of roughly the same size, while the holotype and SMU 74646 are significantly smaller. The presence of Acrocanthosaurus in the Cloverly Formation was established in 2012 with the description of another partial skeleton, UM 20796. The specimen, consisting of parts of two vertebrae, partial pubic bones, a femur, a partial fibula, and fragments, represents a juvenile animal. It came from a bonebed in the Bighorn Basin of north-central Wyoming, and was found near the shoulder blade of a Sauroposeidon. An assortment of other fragmentary theropod remains from the formation may also belong to Acrocanthosaurus, which may be the only large theropod in the Cloverly Formation. Acrocanthosaurus may be known from less complete remains outside of Oklahoma, Texas, and Wyoming. A tooth from southern Arizona has been referred to the genus, and matching tooth marks have been found in sauropod bones from the same area. Several teeth from the Arundel Formation of Maryland have been described as almost identical to those of Acrocanthosaurus and may represent an eastern representative of the genus. Many other teeth and bones from various geologic formations throughout the western United States have also been referred to Acrocanthosaurus, but most of these have been misidentified; there is, however, some disagreement with this assessment regarding fossils from the Cloverly Formation. ## Description Acrocanthosaurus was among the largest theropods known to exist, with an estimated skull length of 1.23–1.29 m (4.0–4.2 ft) and body length of 11–11.5 m (36–38 ft) based on the largest known specimen (NCSM 14345). Researchers have yielded body mass estimates for this specimen between 4.4 and 6.6 metric tons (4.9 and 7.3 short tons) based on various techniques. ### Skull The skull of Acrocanthosaurus, like most other allosauroids, was long, low and narrow. The weight-reducing opening in front of the eye socket (antorbital fenestra) was quite large, more than a quarter of the length of the skull and two-thirds of its height. The outside surface of the maxilla (upper jaw bone) and the upper surface of the nasal bone on the roof of the snout were not nearly as rough-textured as those of Giganotosaurus or Carcharodontosaurus. Long, low ridges arose from the nasal bones, running along each side of the snout from the nostril back to the eye, where they continued onto the lacrimal bones. This is a characteristic feature of all allosauroids. Unlike Allosaurus, there was no prominent crest on the lacrimal bone in front of the eye. The lacrimal and postorbital bones met to form a thick brow over the eye, as seen in carcharodontosaurids and the unrelated abelisaurids. Nineteen curved, serrated teeth lined each side of the upper jaw, but a tooth count for the lower jaw has not been published. Acrocanthosaurus teeth were wider than those of Carcharodontosaurus and did not have the wrinkled texture that characterized the carcharodontosaurids. The dentary (tooth-bearing lower jaw bone) was squared off at the front edge, as in Giganotosaurus, and shallow, while the rest of the jaw behind it became very deep. Acrocanthosaurus and Giganotosaurus shared a thick horizontal ridge on the outside surface of the surangular bone of the lower jaw, underneath the articulation with the skull. ### Postcranial skeleton The most notable feature of Acrocanthosaurus was its row of tall neural spines, located on the vertebrae of the neck, back, hips and upper tail, which could be more than 2.5 times the height of the vertebrae from which they extended. Other dinosaurs also had high spines on the back, sometimes much higher than those of Acrocanthosaurus. For instance, the African genus Spinosaurus had spines nearly 2 m (6.6 ft) tall, about 11 times taller than the bodies of its vertebrae. The lower spines of Acrocanthosaurus had attachments for powerful muscles like those of modern bison, probably forming a tall, thick ridge down its back. The function of the spines remains unknown, although they may have been involved in communication, fat storage, muscle or temperature control. All of its cervical (neck) and dorsal (back) vertebrae had prominent depressions (pleurocoels) on the sides, while the caudal (tail) vertebrae bore smaller ones. This is more similar to carcharodontosaurids than to Allosaurus. Aside from its vertebrae, Acrocanthosaurus had a typical allosauroid skeleton. Acrocanthosaurus was bipedal, with a long, heavy tail counterbalancing the head and body, maintaining its center of gravity over its hips. Its forelimbs were relatively shorter and more robust than those of Allosaurus but were otherwise similar: each hand bore three clawed digits. Unlike many smaller fast-running dinosaurs, its femur was longer than its tibia and metatarsals, suggesting that Acrocanthosaurus was not a fast runner. Unsurprisingly, the hind leg bones of Acrocanthosaurus were proportionally more robust than its smaller relative Allosaurus. Its feet had four digits each, although as is typical for theropods, the first was much smaller than the rest and did not make contact with the ground. ## Classification and systematics Acrocanthosaurus is classified in the superfamily Allosauroidea within the infraorder Tetanurae. This superfamily is characterized by paired ridges on the nasal and lacrimal bones on top of the snout and tall neural spines on the neck vertebrae, among other features. It was originally placed in the family Allosauridae with Allosaurus, an arrangement also supported by studies as late as 2000. Most studies have found it to be a member of the related family Carcharodontosauridae. At the time of its discovery, Acrocanthosaurus and most other large theropods were known from only fragmentary remains, leading to highly variable classifications for this genus. J. Willis Stovall and Wann Langston Jr. first assigned it to the "Antrodemidae", the equivalent of Allosauridae, but it was transferred to the taxonomic wastebasket Megalosauridae by Alfred Sherwood Romer in 1956. To other authors, the long spines on its vertebrae suggested a relationship with Spinosaurus. This interpretation of Acrocanthosaurus as a spinosaurid persisted into the 1980s, and was repeated in the semi-technical dinosaur books of the time. Tall spined vertebrae from the Early Cretaceous of England were once considered to be very similar to those of Acrocanthosaurus, and in 1988 Gregory S. Paul named them as a second species of the genus, A. altispinax. These bones were originally assigned to Altispinax, an English theropod otherwise known only from teeth, and this assignment led to at least one author proposing that Altispinax itself was a synonym of Acrocanthosaurus. These vertebrae were later assigned to the new genus Becklespinax, separate from both Acrocanthosaurus and Altispinax. It was still regarded as an Allosaurid by some researchers researches, and is still occasionally placed within that family. Most cladistic analyses including Acrocanthosaurus have found it to be a carcharodontosaurid, usually in a basal position relative to Carcharodontosaurus of Africa and Giganotosaurus from South America. It has often been considered the sister taxon to the equally basal Eocarcharia, also from Africa. Neovenator, discovered in England, is often considered an even more basal carcharodontosaurid, or as a basal member of a sister group called Neovenatoridae. This suggests that the family originated in Europe and then dispersed into the southern continents (at the time united as the supercontinent Gondwana). If Acrocanthosaurus was a carcharodontosaurid, then dispersal would also have occurred into North America. All known carcharodontosaurids lived during the early-to-middle Cretaceous Period. The following cladogram after Novas et al., 2013, shows the placement of Acrocanthosaurus within Carcharodontosauridae. In 2011, Oliver Rauhut named a new genus of theropod dinosaur from the Jurassic aged Tendaguru Formation in Tanzania named Veterupristisaurus and found it to be a sister taxon to Acrocanthosaurus, further supporting its position as a carcharodontosaurid. ## Paleobiology ### Growth and longevity From the bone features of the holotype OMNH 10146 and NCSM 14345, it is estimated that Acrocanthosaurus required at least 12 years to fully grow. This number may have been much higher because in the process of bones remodeling and the growth of the medullary cavity, some Harris lines were lost. If accounting for these lines, Acrocanthosaurus needed 18–24 years to be mature. ### Bite force The bite force of Acrocanthosaurus was studied and compared with that of 33 other dinosaurs by Sakamoto et al. (2022). According to the results, its bite force at the anterior part of the jaws was 8,266 newtons, while the posterior bite force was estimated to be 16,894 newtons. ### Forelimb function Like those of most other non-avian theropods, Acrocanthosaurus forelimbs did not make contact with the ground and were not used for locomotion; instead, they served a predatory function. The discovery of a complete forelimb (NCSM 14345) allowed the first analysis of the function and range of motion of the forelimb in Acrocanthosaurus. The study examined the bone surfaces which would have articulated with other bones to determine how far the joints could move without dislocating. In many of the joints, the bones did not fit together exactly, indicating the presence of a considerable amount of cartilage in the joints, as is seen in many living archosaurs. Among other findings, the study suggested that, in a resting position, the forelimbs would have hung from the shoulders with the humerus angled backward slightly, the elbow bent, and the claws facing medially (inwards). The shoulder of Acrocanthosaurus was limited in its range of motion compared to that of humans. The arm could not swing in a complete circle, but could retract (swing backward) 109° from the vertical, so that the humerus could actually be angled slightly upwards. Protraction (swinging forward) was limited to only 24° past the vertical. The arm was unable to reach a vertical position when adducting (swinging downwards) but could abduct (swing upwards) to 9° above horizontal. Movement at the elbow was also limited compared to humans, with a total range of motion of only 57°. The arm could not completely extend (straighten), nor could it flex (bend) very far, with the humerus unable even to form a right angle with the forearm. The radius and ulna (forearm bones) locked together so that there was no possibility of pronation or supination (twisting) as in human forearms. None of the carpals (wrist bones) fit together precisely, suggesting the presence of a large amount of cartilage in the wrist, which would have stiffened it. All of the digits were able to hyperextend (bend backward) until they nearly touched the wrist. When flexed, the middle digit would converge towards the first digit, while the third digit would twist inwards. The first digit of the hand bore the largest claw, which was permanently flexed so that it curved back towards the underside of the hand. Likewise, the middle claw may have been permanently flexed, while the third claw, also the smallest, was able to both flex and extend. After determining the ranges of motion in the joints of the forelimb, the study went on to hypothesize about the predatory habits of Acrocanthosaurus. The forelimbs could not swing forward very far, unable even to scratch the animal's own neck. Therefore, they were not likely to have been used in the initial capture of prey and Acrocanthosaurus probably led with its mouth when hunting. On the other hand, the forelimbs were able to retract towards the body very strongly. Once prey had been seized in the jaws, the heavily muscled forelimbs may have retracted, holding the prey tightly against the body and preventing escape. As the prey animal attempted to pull away, it would only have been further impaled on the permanently flexed claws of the first two digits. The extreme hyperextensibility of the digits may have been an adaptation allowing Acrocanthosaurus to hold struggling prey without fear of dislocation. Once the prey was trapped against the body, Acrocanthosaurus may have dispatched it with its jaws. Another possibility is that Acrocanthosaurus held its prey in its jaws, while repeatedly retracting its forelimbs, tearing large gashes with its claws. Other less probable theories have suggested the forelimb range of motion being able to grasp onto the side of a sauropod and clinging on to topple the sauropods of smaller stature, though this is unlikely due to Acrocanthosaurus having a rather robust leg structure compared to other similarly structured theropods. ### Brain and inner ear structure In 2005, scientists reconstructed an endocast (replica) of an Acrocanthosaurus cranial cavity using computed tomography (CT scanning) to analyze the spaces within the holotype braincase (OMNH 10146). In life, much of this space would have been filled with the meninges and cerebrospinal fluid, in addition to the brain itself. However, the general features of the brain and cranial nerves could be determined from the endocast and compared to other theropods for which endocasts have been created. While the brain is similar to many theropods, it is most similar to that of allosauroids. It most resembles the brains of Carcharodontosaurus and Giganotosaurus rather than those of Allosaurus or Sinraptor, providing support for the hypothesis that Acrocanthosaurus was a carcharodontosaurid. The brain was slightly sigmoidal (S-shaped), without much expansion of the cerebral hemispheres, more like a crocodile than a bird. This is in keeping with the overall conservatism of non-coelurosaurian theropod brains. Acrocanthosaurus had large and bulbous olfactory bulbs, indicating a good sense of smell. Reconstructing the semicircular canals of the ear, which control balance, shows that the head was held at a 25° angle below horizontal. This was determined by orienting the endocast so that the lateral semicircular canal was parallel to the ground, as it usually is when an animal is in an alert posture. ### Possible footprints The Glen Rose Formation of central Texas preserves many dinosaur footprints, including large, three-toed theropod prints. The most famous of these trackways was discovered along the Paluxy River in Dinosaur Valley State Park, a section of which is now on exhibit in the American Museum of Natural History in New York City, although several other sites around the state have been described in the literature. It is impossible to say what animal made the prints, since no fossil bones have been associated with the trackways. However, scientists have long considered it likely that the footprints belong to Acrocanthosaurus. A 2001 study compared the Glen Rose footprints to the feet of various large theropods but could not confidently assign them to any particular genus. However, the study noted that the tracks were within the ranges of size and shape expected for Acrocanthosaurus. Because the Glen Rose Formation is close to the Antlers and Twin Mountains Formations in both geographical location and geological age, and the only large theropod known from those formations is Acrocanthosaurus, the study concluded that Acrocanthosaurus was most likely to have made the tracks. The famous Glen Rose trackway on display in New York City includes theropod footprints belonging to several individuals which moved in the same direction as up to twelve sauropod dinosaurs. The theropod prints are sometimes found on top of the sauropod footprints, indicating that they were formed later. This has been put forth as evidence that a small pack of Acrocanthosaurus was stalking a herd of sauropods. While interesting and plausible, this hypothesis is difficult to prove and other explanations exist. For example, several solitary theropods may have moved through in the same direction at different times after the sauropods had passed, creating the appearance of a pack stalking its prey. The same can be said for the purported "herd" of sauropods, who also may or may not have been moving as a group. At a point where it crosses the path of one of the sauropods, one of the theropod trackways is missing a footprint, which has been cited as evidence of an attack. However, other scientists doubt the validity of this interpretation because the sauropod did not change gait, as would be expected if a large predator were hanging onto its side. ### Pathology The skull of the Acrocanthosaurus atokensis holotype shows light exostotic material on the squamosal. The neural spine of the eleventh vertebra was fractured and healed while the neural spine of its third tail vertebra had an unusual hook-like structure. ## Paleoecology Definite Acrocanthosaurus fossils have been found in the Twin Mountains Formation of northern Texas, the Antlers Formation of southern Oklahoma, and the Cloverly Formation of north-central Wyoming and possibly even the Arundel Formation in Maryland. These geological formations have not been dated radiometrically, but scientists have used biostratigraphy to estimate their age. Based on changes in ammonite taxa, the boundary between the Aptian and Albian stages of the Early Cretaceous has been located within the Glen Rose Formation of Texas, which may contain Acrocanthosaurus footprints and lies just above the Twin Mountains Formation. This indicates that the Twin Mountains Formation lies entirely within the Aptian stage, which lasted from 125 to 112 million years ago. The Antlers Formation contains fossils of Deinonychus and Tenontosaurus, two dinosaur genera also found in the Cloverly Formation, which has been radiometrically dated to the Aptian and Albian stages, suggesting a similar age for the Antlers. Therefore, Acrocanthosaurus most likely existed between 125 and 100 million years ago. During this time, the area preserved in the Twin Mountains and Antlers formations was a large floodplain that drained into a shallow inland sea. A few million years later, this sea would expand to the north, becoming the Western Interior Seaway and dividing North America in two for nearly the entire Late Cretaceous. The Glen Rose Formation represents a coastal environment, with possible Acrocanthosaurus tracks preserved in mudflats along the ancient shoreline. As Acrocanthosaurus was a large predator, it is expected that it had an extensive home range and lived in many different environments in the area. Potential prey animals include sauropods like Astrodon or possibly even the enormous Sauroposeidon, as well as large ornithopods like Tenontosaurus. The smaller theropod Deinonychus also prowled the area but at 3 m (10 ft) in length, most likely provided only minimal competition, or even food, for Acrocanthosaurus.
1,194,039
Alfred Shout
1,170,616,898
New Zealand–born Australian soldier (1882–1915)
[ "1882 births", "1915 deaths", "Australian Army officers", "Australian Gallipoli campaign recipients of the Victoria Cross", "Australian military personnel killed in World War I", "British colonial army soldiers", "Burials at sea", "Military personnel from Wellington", "New Zealand expatriates in Australia", "New Zealand military personnel of the Second Boer War" ]
Alfred John Shout, VC, MC (8 August 1882 – 11 August 1915) was a New Zealand–born soldier and an Australian recipient of the Victoria Cross (VC), the highest decoration for gallantry "in the face of the enemy" awarded to members of the British and Commonwealth armed forces. Shout was posthumously awarded the VC for his actions at Lone Pine in August 1915, during the Gallipoli campaign of the First World War. After Ottoman forces had counterattacked and seized a large stretch of the Australians' front line, Shout gathered a small party of men and charged down one trench throwing bombs. He killed eight Turkish soldiers, and managed to clear others to retake the trench. In a similar action later that day, and supported by another officer, he recaptured further ground amid hard fighting. In the final push forward, Shout simultaneously lit three bombs to lob at the enemy. He successfully threw two, but just as the third left his hand it detonated. Shout was grievously wounded; he died two days later. Born in Wellington, Shout had served in the Second Boer War as a teenager. He rose to sergeant and was mentioned in despatches for saving a wounded man before being discharged in 1902. He remained in South Africa for the next five years, serving as an artilleryman in the Cape Colonial Forces from 1903. With his Australian-born wife and their daughter, Shout immigrated to Sydney in 1907. The family settled in Darlington, where Shout worked for Resch's Brewery as a carpenter and joiner. He was also active in the part-time Citizens' Forces, being commissioned just prior to the outbreak of the First World War. In August 1914, he joined in the Australian Imperial Force (AIF) for active service overseas and was appointed a lieutenant in the 1st Battalion. After training in Egypt, he took part in the Anzac landings at Gallipoli on 25 April 1915. For his leadership during the invasion and its immediate aftermath, Shout was awarded the Military Cross and later mentioned in despatches. Shout's three gallantry awards at Gallipoli made him the most highly decorated member of the AIF for the campaign. ## Early life Alfred John Shout was born in Wellington, New Zealand, on 8 August 1882. He was the eldest of nine children to an English-born father, John Richard Shout, and Irish mother, Agnes Mary (née Kelly, formerly McGovern). Information on Alfred Shout's early life is rather scant and the details differ between sources, but according to his First World War attestation form he was privately educated. In early 1900, Shout travelled to South Africa with his elder half-brother, William McGovern. The brothers sought to join one of the colonial contingents then engaged in the Second Boer War; Alfred enlisted in the newly raised Border Horse on 17 February 1900, while William (using the surname Shout) found a place in Bethune's Mounted Infantry. The Border Horse was an irregular colonial force formed in eastern Cape Colony, and Shout was allotted to the unit's No. 1 Company with the service number 9216. Serving at Wittebergen, Transvaal, and in the Cape Colony with the Border Horse, Shout was twice wounded, including once in the chest. In an action at Thabaksberg on 29 January 1901, the then Lance Corporal Shout assisted in maintaining the position of his men. At one point during the engagement, he ventured out under heavy rifle fire to retrieve a wounded man, and brought him back to a covered position; Shout's bravery in this action earned him a mention in despatches. He was promoted to sergeant on 7 May 1901, and discharged from the Border Horse 16 days later. He then served with the Stellenbosch District Mounted Troop until 1902. Shout was issued the Queen's South Africa Medal with "Wittebergen", "Transvaal" and "Cape Colony" clasps, and the King's South Africa Medal with the clasps "South Africa 1901" and "South Africa 1902" for his service in the Boer War. Shout decided to remain in South Africa after his discharge and, in 1903, enlisted in the Cape Colonial Forces. He was made a sergeant in Prince Alfred's Own Cape Field Artillery, with which he served until 1907. While living in Cape Town, Shout married Rose Alice Howe, an Australian from Sydney, in 1905; the couple had a daughter named Florence in June that year. In 1907, the Shout family immigrated to Australia, settling in the Sydney suburb of Darlington. Here, Shout gained employment as a carpenter and joiner at Resch's Brewery. He also joined the 29th Infantry Regiment of the part-time Citizens' Forces shortly after arriving in Sydney, was a foundation member of the 29th Infantry Club, and a regular visitor at the Randwick rifle range, where he gained a reputation as an excellent shot. Shout was commissioned as a second lieutenant in the Citizens' Forces on 16 June 1914. ## First World War Following the outbreak of the First World War, Shout applied for a commission in the newly raised Australian Imperial Force (AIF) on 18 August 1914. The AIF was formed as Australia's expeditionary force to fight in the war, as the Citizens' Forces were restricted to home defence per the Defence Act (1903). Shout's application was accepted on 28 August and he was posted to the 1st Battalion as a second lieutenant in F Company, commanded by Lieutenant Cecil Sasse. According to his medical assessment at the time, Shout stood at 5 feet 11 inches (1.80 m), weighed 12 stone (170 lb; 76 kg), and was recorded as having "good" eyesight. On 18 October, the 1st Battalion embarked for the Middle East, with Shout boarding HMAT Afric at Sydney. Sailing via Albany, Western Australia, the troopship arrived in Egypt on 2 December. Shortly after, the 1st Battalion was reorganised into four companies; Shout was allotted to D Company as a platoon commander. The battalion spent the next four months training in the Egyptian desert, during which time Shout was promoted lieutenant on 1 February 1915. ### Gallipoli #### Landing at Anzac As part of an endeavour to defeat the Ottoman Empire and force a supply route through to Russia via the Bosporus and the Black Sea, the British War Council formulated a plan to invade the Gallipoli Peninsula. On 25 April 1915, the men of the 1st Australian Brigade—of which the 1st Battalion was part—landed at Anzac Cove between 05:30 and 07:30 among the second and third waves of Australian troops. The 1st Battalion was meant to be held in reserve, but due to heavy casualties and confusion the unit soon went into action. Following a request for reinforcements, Shout moved up with one of the 1st Battalion's companies to the hill feature Baby 700. Arriving at the position around 11:00, he led a party to hold the rear left flank of the hill as part of the Australians' rearguard action. The Australian position on Baby 700 had become dire by that afternoon, a situation compounded by the small number of available infantry in the area and the complete lack of artillery support, when the Turkish forces launched a counter-assault. By this time, Shout and Lieutenant Leslie Morshead of the 2nd Battalion were the only two surviving officers in their sector of the line. At 16:30, the Turks broke through the defensive line and the Australians were forced to abandon their position on the hill. Shout was one of the last to evacuate, and withdrew down towards the beach. During his retreat, Shout encountered Lieutenant Colonel George Braund, commanding officer of the 2nd Battalion, on Walker's Ridge. Braund dispatched Shout to the beach with a request for reinforcements. Shout duly relayed the message, and was immediately tasked with leading 200 stray men to reinforce the thin defensive line near Braund's position. Shout established a post at the base of the ridge as dusk began to fall, and his men started to dig in. By 27 April, Shout had been continually in action without rest since the landing. That morning, he was sent to Walker's Ridge to replace a wounded officer in a vulnerable sector of the line. As the Turks occupied positions in the scrub just beyond the Australians' trench, Shout and his men were subjected to accurate and heavy rifle fire throughout the day. Accordingly, Shout reorganised his men and, exposing himself to the Turks' fire, ventured out to reconnoitre the enemy's position. He was then able to accurately direct the rifle fire of his men. Though wounded early in the action, Shout refused to leave the frontline. As the fighting wore on, the Turks closed in on the Australian trench and Shout led a bayonet charge to hold them at bay. He was later wounded a second time, a bullet passing through his arm and rendering it useless. Still, he refused to leave. Soon after, he was wounded a third time and evacuated for medical treatment. During the engagement, Shout had carried several wounded men away from the frontline. Cited for his "conspicuous courage and ability" at Walker's Ridge, Shout was awarded the Military Cross, becoming the first member of his battalion to receive the decoration. The notification and accompanying citation for the award was published in a supplement to the London Gazette on 3 July 1915. Shout's wounds proved to be relatively light and he soon rejoined the 1st Battalion. On 11 May, he was wounded once again, suffering a second gunshot to his arm. He was evacuated to the hospital ship HMHS Gascon, but rejoined his unit fifteen days later. On 20 May, Shout was mentioned in the despatch of General Sir Ian Hamilton, General Officer Commanding the Mediterranean Expeditionary Force, in recognition of his efforts from the landing on 25 April to 5 May. He was promoted to captain on 29 July. #### Lone Pine On 6 August 1915, the 1st Australian Brigade launched an assault on the impregnable Ottoman position at Lone Pine. Led by the 2nd, 3rd and 4th Battalions (with the 1st Battalion held in reserve), the attack was orchestrated to divert Turkish attention and reinforcements away from the primary operation to the north of the line as the British sought to capture the Sari Bair ridge. The Australian assault at Lone Pine commenced in the late afternoon just before sunset. An artillery barrage had preceded the attack, though according to historian Robin Prior the results had been "feeble" and the advance was hard-fought. Nonetheless, within half an hour the Australians had breached the Turkish trenches and seized their objectives. Despite the initial success, Australian casualties had been heavy and the 1st Battalion was ordered forward in preparation for the expected Turkish counter-attack. The battle descended into fierce fighting over the next three days, often in the form of what Bryan Perrett has described as "deadly bombing duels". At 09:00 on 9 August, the day after Shout's 33rd birthday, the 1st Battalion relieved the 3rd Battalion on the Lone Pine front at a position known as Sasse's Sap. Soon after, the Turks renewed their attack and recaptured a stretch of the sap. Determined to rout these men, and supported by a few of his own soldiers, Shout charged down one trench throwing bombs. He killed eight Turks, and managed to clear others to retake the trench. Meanwhile, Captain Cecil Sasse—Shout's former company commander—gathered three men with sandbags, and cleared another 20-yard (18 m) section of the sap. Armed with a rifle, Sasse had charged down the trench at the head of his men. His party soon discovered a group of Turks focused on, and firing in, a different direction; Sasse and his men killed 12 and forced the remainder to flee. Sasse continued to keep the Turks at bay with rifle fire as his men barricaded the trench with the sandbags. Sasse, described by official historian Charles Bean as "elated" by the achievement that morning, approached Shout with a proposal to repeat the feat. Shout agreed. The duo assembled a party of eight men this time to carry sandbags and extra bombs. Having reconnoitred the Turks' position, the previously erected barricade was shoved down and, side-by-side, Sasse and Shout ran forward. While Sasse fired his revolver and Shout lobbed bombs, the Australian party advanced in short stages along the trench and built a barricade each time they halted. Bean wrote that Shout fought with "splendid gaiety" throughout the assault, historian Stephen Snelling adding that Shout was "laughing and joking and cheering his men on". As the Australians progressed, the two officers located a suitable position to raise their final barricade. Readying himself for this final push forward, Shout simultaneously lit three bombs. He successfully threw two, but the third burst just as it was leaving his hand. Shout was grievously wounded; the explosion incinerated his right hand and part of the left, destroyed his left eye, cut his cheek, and caused burns to his chest and leg. Despite the severity of his wounds Shout remained conscious and was dragged out of the firing line, where, "still cheerful" according to Bean, he "drank tea and sent a message to his wife". ## Victoria Cross and legacy Shout was evacuated from the Gallipoli Peninsula to the hospital ship Euralia shortly after he was wounded. He died two days later, on 11 August 1915, and was buried at sea. Lieutenant Colonel Alfred Bennett, commanding officer of the 1st Battalion, labelled Shout's actions at Lone Pine as "brilliant" and described him as "unapproachable in his splendid leadership". Although Sasse's Sap was not completely recovered, Shout was posthumously awarded the Victoria Cross (VC) in recognition of his efforts to recover much of the trench system, while Sasse received the Distinguished Service Order. Shout's VC was the seventh and final awarded to the AIF for the operations around Lone Pine, and the second to a member of the 1st Battalion. Shout's three gallantry awards from Gallipoli also marked him as the most highly decorated member of the AIF for the campaign. The announcement of Shout's VC was promulgated in the London Gazette on 15 October 1915, reading: > War Office, 15th October, 1915. > > His Majesty The KING has been pleased to award the Victoria Cross to the undermentioned Officers, Non-Commissioned Officers and Men: — > > Captain Alfred John Shout, 1st Battalion, Australian Imperial Force. > > For most conspicuous bravery at Lone Pine trenches, in the Gallipoli Peninsula. > > On the morning of the 9th August, 1915, with a very small party Captain Shout charged down trenches strongly occupied by the enemy, and personally threw four bombs among them, killing eight and routing the remainder. > > In the afternoon of the same day, from the position gained in the morning, he captured a further length of trench under similar conditions, and continued personally to bomb the enemy at close range under very heavy fire until he was severely wounded, losing his right hand and left eye. > > This most gallant officer has since succumbed to his injuries. There was considerable confusion following Shout's death. Army Headquarters in Melbourne cabled Rose Shout on 15 August to inform her that Alfred had been wounded. Confirmation of his death was conveyed to her, but was contradicted by a later cable on 23 August. This communication stated that Shout was not dead, but alive and returning to Australia aboard the Themistocles. The press in Australia published news of his pending return, adding that he would arrive in Sydney in mid-September. This proved to be a case of mistaken identity. Shout's death was confirmed by 26 August; a Lieutenant A. J. Shirt, also of the 1st Battalion, was the officer aboard the Themistocles. Rose Shout received a ministerial apology for the clerical errors and distress caused. Shout is commemorated on the Lone Pine Memorial, and he was remembered by the citizens of Darlington with a memorial plaque. The governor-general, Sir Ronald Munro Ferguson, unveiled the plaque at the Darlington Town Hall in a ceremony on 20 November 1915. The plaque has since entered the collections of the Victoria Barracks Museum in Paddington. In 1916, to honour "the heroic and glorious deeds and death" of Shout and relieve the financial strain placed upon his wife, a collection was taken up by local citizens in Sydney to provide Rose and their daughter with a house. Until 2006 Shout's medals were in the possession of his family. That year, Shout's grandson decided to sell the medals to relieve some of the family debt and financial burdens. At the time Shout's VC was the only one awarded to a member of the AIF at Gallipoli that was not in the collection of the Australian War Memorial. The medals were auctioned by the Sydney firm Bonhams & Goodman on 24 July 2006, and realised a world record hammer price of AU\$1 million. The sale surpassed, almost doubling, the previous auction records for a medal—set by the Naval Gold Medal awarded to Sir Thomas Hardy, 1st Baronet—and the price paid for a VC, previously held by that awarded to Norman Cyril Jackson. Shout's medals were purchased by media mogul Kerry Stokes, who subsequently donated the set to the Australian War Memorial for display in the Hall of Valour.
214,340
Pavo (constellation)
1,172,043,755
Constellation in the southern celestial hemisphere
[ "Constellations", "Constellations listed by Petrus Plancius", "Pavo (constellation)", "Southern constellations" ]
Pavo is a constellation in the southern sky whose name is Latin for . Pavo first appeared on a 35-cm (14 in) diameter celestial globe published in 1598 in Amsterdam by Petrus Plancius and Jodocus Hondius and was depicted in Johann Bayer's star atlas Uranometria of 1603, and was likely conceived by Plancius from the observations of Pieter Dirkszoon Keyser and Frederick de Houtman. French explorer and astronomer Nicolas-Louis de Lacaille gave its stars Bayer designations in 1756. The constellations Pavo, Grus, Phoenix and Tucana are collectively known as the "Southern Birds". The constellation's brightest member, Alpha Pavonis, is also known as Peacock and appears as a 1.91-magnitude blue-white star, but is actually a spectroscopic binary. Delta Pavonis is a nearby Sun-like star some 19.9 light-years distant. Six of the star systems in Pavo have been found to host planets, including HD 181433 with a super-Earth, and HD 172555 with evidence of a major interplanetary collision in the past few thousand years. The constellation contains NGC 6752, the fourth-brightest globular cluster in the sky, and the spiral galaxy NGC 6744, which closely resembles the Milky Way but is twice as large. Pavo displays an annual meteor shower known as the Delta Pavonids, whose radiant is near the star δ Pav. ## History and mythology ### History of the modern constellation Pavo was one of the twelve constellations established by Petrus Plancius from the observations of the southern sky by 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 cm (14 in) diameter celestial globe published in 1598 in Amsterdam by Plancius with Jodocus Hondius. The first depiction of this constellation in a celestial atlas was in German cartographer Johann Bayer's Uranometria of 1603. De Houtman included it in his southern star catalogue the same year under the Dutch name De Pauww . Pavo and the nearby constellations Phoenix, Grus, and Tucana are collectively called the "Southern Birds". ### The peacock in Greek mythology According to Mark Chartrand, former executive director of the National Space Institute, Plancius may not have been the first to designate this group of stars as a peacock: "In Greek myth the stars that are now the Peacock were Argos [or Argus], builder of the ship Argo. He was changed by the goddess Juno into a peacock and placed in the sky along with his ship." Indeed, the peacock "symboliz[ed] the starry firmament" for the Greeks, and the goddess Hera was believed to drive through the heavens in a chariot drawn by peacocks. The peacock and the "Argus" nomenclature are also prominent in a different myth, in which Io, a beautiful princess of Argos, was lusted after by Zeus (Jupiter). Zeus changed Io into a heifer to deceive his wife (and sister) Hera and couple with her. Hera saw through Zeus's scheme and asked for the heifer as a gift. Zeus, unable to refuse such a reasonable request, reluctantly gave the heifer to Hera, who promptly banished Io and arranged for Argus Panoptes, a creature with one hundred eyes, to guard the now-pregnant Io from Zeus. Meanwhile, Zeus entreated Hermes to save Io; Hermes used music to lull Argus Panoptes to sleep, then slew him. Hera adorned the tail of a peacock—her favorite bird—with Argus's eyes in his honor. As recounted in Ovid's Metamorphoses, the death of Argus Panoptes also contains an explicit celestial reference: "Argus lay dead; so many eyes, so bright quenched, and all hundred shrouded in one night. Saturnia [Hera] retrieved those eyes to set in place among the feathers of her bird [the peacock, Pavo] and filled his tail with starry jewels." It is uncertain whether the Dutch astronomers had the Greek mythos in mind when creating Pavo but, in keeping with other constellations introduced by Plancius through Keyser and De Houtmann, the "peacock" in the new constellation likely referred to the green peacock, which the explorers would have encountered in the East Indies, rather than the blue peacock known to the ancient Greeks. ### Equivalents in other cultures The Wardaman people of the Northern Territory in Australia saw the stars of Pavo and the neighbouring constellation Ara as flying foxes. ## Characteristics Pavo is bordered by Telescopium to the north, Apus and Ara to the west, Octans to the south, and Indus to the east and northeast. Covering 378 square degrees, it ranks 44th of the 88 modern constellations in size and covers 0.916% of the night sky. The three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "Pav". 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 −56.59° and −74.98°. 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 Pavo on his chart, Bayer did not assign its stars Bayer designations. French explorer and astronomer Nicolas-Louis de Lacaille labelled them Alpha to Omega in 1756, but omitted Psi and Xi, and labelled two pairs of stars close together Mu and Phi Pavonis. In 1879, American astronomer Benjamin Gould designated a star Xi Pavonis as he felt its brightness warranted a name, but dropped Chi Pavonis due to its faintness. Lying near the constellation's northern border with Telescopium is Alpha Pavonis, the brightest star in Pavo. Its proper name—Peacock—is an English translation of the constellation's name. It was assigned by the British HM Nautical Almanac Office in the late 1930s; the Royal Air Force insisted that all bright stars must have names, the star hitherto having lacked a proper name. Alpha has an apparent (or visual) magnitude of 1.91 and spectral type B2IV. It is a spectroscopic binary system, one estimate placing the distance between the pair of stars as 0.21 astronomical units (AU), or half the distance between Mercury and the Sun. The two stars rotate around each other in a mere 11 days and 18 hours. The star system is located around 180 light years away from Earth. With an apparent magnitude of 3.43, Beta Pavonis is the second-brightest star in the constellation. A white giant of spectral class A7III, it is an aging star that has used up the hydrogen fuel at its core and has expanded and cooled after moving off the main sequence. It lies 135 light years away from the Solar System. Lying a few degrees west of Beta is Delta Pavonis, a nearby Sun-like but more evolved star; this is a yellow subgiant of spectral type G8IV and apparent magnitude 3.56 that is only 19.9 light years distant from Earth. East of Beta and at the constellation's eastern border with Indus is Gamma Pavonis, a fainter, solar-type star 30 light years from Earth with a magnitude of 4.22 and stellar class F9V. Other nearby stars in Pavo are much fainter: SCR 1845-6357 (the nearest star in Pavo) is a binary system with an apparent magnitude of 17.4 consisting of a red dwarf and brown dwarf companion lying around 12.6 light years distant, while Gliese 693 is a red dwarf of magnitude 10.78 lying 19 light years away. Pavo contains several variable stars of note. Lambda Pavonis is a bright irregular variable ranging between magnitudes 3.4 and 4.4; this variation can be observed with the unaided eye. Classed as a Gamma Cassiopeiae variable or shell star, it is of spectral type B2II-IIIe and lies around 1430 light years distant from Earth. Kappa Pavonis is a W Virginis variable—a subclass of Type II Cepheid. It ranges from magnitude 3.91 to 4.78 over 9 days and is a yellow-white supergiant pulsating between spectral classes F5I-II and G5I-II. NU and V Pavonis are pulsating semiregular variable red giant stars. NU has a spectral type M6III and ranges from magnitude 4.9 to 5.3, while V Pavonis ranges from magnitude 6.3 to 8.2 over two periods of 225.4 and 3735 days concurrently. V is a carbon star of spectral type C6,4(Nb) with a prominent red hue. Located in the west of the constellation and depicting the peacock's tail are Eta and Xi Pavonis. At apparent magnitude 3.6, Eta is a luminous orange giant of spectral type K2II some 350 light years distant from Earth. Xi Pavonis is a multiple star system visible in small telescopes as a brighter orange star and fainter white companion. Located around 470 light years from Earth, the system has a magnitude of 4.38. AR Pavonis is a faint but well-studied eclipsing binary composed of a red giant and smaller hotter star some 18000 light years from Earth. It has some features of a cataclysmic variable, the smaller component most likely having an accretion disc. The visual magnitude ranges from 7.4 to 13.6 over 605 days. In November 2018, the 8th magnitude star, HD 186302 became the second star identified to be a solar sibling, this one being particularly sun like, same spectra G2, virtually the same mass as well, with a twin spectra revealing identical metallicity. ### Planetary systems and debris disks Six stars with planetary systems have been found. Three planets have been discovered in the system of the orange star HD 181433, an inner super-Earth with an orbital period of 9.4 days and two outer gas giants with periods of 2.6 and 6 years respectively. HD 196050 and HD 175167 are yellow G-class Sun-like stars, while HD 190984 is an F-class main sequence star slightly larger and hotter than the Sun; all three are accompanied by a gas giant companion. HD 172555 is a young white A-type main sequence star, two planets of which appear to have had a major collision in the past few thousand years. Spectrographic evidence of large amounts of silicon dioxide gas indicates the smaller of the two, which had been at least the size of Earth's moon, was destroyed, and the larger, which was at least the size of Mercury, was severely damaged. Evidence of the collision was detected by NASA's Spitzer Space Telescope. In the south of the constellation, Epsilon Pavonis is a 3.95-magnitude white main sequence star of spectral type A0Va located around 105 light years distant from Earth. It appears to be surrounded by a narrow ring of dust at a distance of 107 AU. ### Deep-sky objects The deep-sky objects in Pavo include NGC 6752, the fourth-brightest globular cluster in the sky, after Omega Centauri, 47 Tucanae and Messier 22. An estimated 100 light years across, it is thought to contain 100,000 stars. Barely visible behind the cluster is a dwarf spheroidal galaxy known as Bedin I. Lying three degrees to the south is NGC 6744, a spiral galaxy around 30 million light years away from Earth that resembles the Milky Way, but is twice its diameter. A type 1c supernova was discovered in the galaxy in 2005; known as SN2005at, it peaked at magnitude 16.8. The dwarf galaxy IC 4662 lies 10 arcminutes northeast of Eta Pavonis, and is of magnitude 11.62. Located only 8 million light years away, it has several regions of high star formation. The 14th-magnitude galaxy IC 4965 lies 1.7 degrees west of Alpha Pavonis, and is a central member of the Shapley Supercluster. The galactic wind bearing NGC 6810 and the interacting NGC 6872/IC 4970 galaxies lie 87 and 212 million light-years away from Earth respectively. ### Meteor showers Pavo is the radiant of two annual meteor showers: the Delta Pavonids and August Pavonids. Appearing from 21 March to 8 April and generally peaking around 5 and 6 April, Delta Pavonids are thought to be associated with Comet Grigg-Mellish. The shower was discovered by Michael Buhagiar from Perth, Australia, who observed meteors on six occasions between 1969 and 1980. The August Pavonids peak around 31 August and are thought to be associated with the Halley-type Comet Levy (P/1991 L3). ## See also - Pavo in Chinese astronomy
21,970,352
Super Meat Boy
1,173,199,881
2010 platform game
[ "2010 video games", "Android (operating system) games", "Cancelled Wii games", "Indie games", "Linux games", "MacOS games", "Microsoft games", "Nintendo Switch games", "PlayStation 4 games", "PlayStation Network games", "PlayStation Vita games", "Retro-style video games", "Side-scrolling platform games", "Single-player video games", "Video games designed by Edmund McMillen", "Video games developed in the United States", "Video games scored by Danny Baranowsky", "Wii U eShop games", "Windows games", "Xbox 360 Live Arcade games" ]
Super Meat Boy is a 2010 platform game designed by Edmund McMillen and Tommy Refenes under the collective name of "Team Meat". It was self-published as the successor to Meat Boy, a 2008 Flash game designed by McMillen and Jonathan McEntee. In the game, the player controls Meat Boy, a red, cube-shaped character, as he attempts to rescue his girlfriend, Bandage Girl, from the game's antagonist Dr. Fetus. The gameplay is characterized by fine control and split-second timing, as the player runs and jumps through over 300 hazardous levels while avoiding obstacles. The game also supports the creation of player-created levels. Super Meat Boy was first released on the Xbox 360 through Xbox Live Arcade in October 2010, and was later ported to Microsoft Windows, OS X, Linux, PlayStation 4, PlayStation Vita, Wii U, and the Nintendo Switch. A Wii version was in development but was ultimately cancelled. Development of the game began in early 2009. McMillen worked on level design and artwork, while Refenes coded it. The game's soundtrack was written by Danny Baranowsky, who had also worked on the original Meat Boy. Super Meat Boy won several awards and has been cited as one of the greatest video games of all time. Critics lauded the game's controls, art, soundtrack, and challenging gameplay. The game was also a commercial success, selling over a million copies by January 2012. A sequel, Super Meat Boy Forever, was released on December 23, 2020, without McMillen's involvement. ## Gameplay Super Meat Boy is a platform game in which players control a small, dark red, cube-shaped character named Meat Boy, who must save his cube-shaped, heavily bandaged girlfriend Bandage Girl from the evil scientist Dr. Fetus. The game is divided into chapters, which together contain over 300 levels. Players attempt to reach the end of each level, represented by Bandage Girl, while avoiding crumbling blocks, saw blades, and various other fatal obstacles. The player can jump and run on platforms, and can jump off or slide down walls. The core gameplay requires fine control and split-second timing, and was compared to, regarding both gameplay and level of difficulty, traditional platform games such as Super Mario Bros. and Ghosts 'n Goblins. Levels in each chapter can be played in any order, but a certain number of levels need to be completed to access the boss stage, which unlocks the next chapter if cleared. The player has an unlimited number of attempts to complete each level. If Meat Boy is killed, he immediately restarts the level, though the ornamental red meat juice left behind on surfaces that the player has touched remains. A replay function, which may be accessed after a level is completed, simultaneously shows all the player's attempts to complete the level. Completing a level within a certain time earns an "A+" grade, which unlocks a harder alternate version of the level in the "dark world", an optional set of especially difficult levels. Hidden stages called warp zones are accessed by finding portals in specific levels. These warp zones feature bonus levels that have either the art style of older video games and a limit of three lives, or are patterned after another indie video game such as Castle Crashers or Braid. The player may control characters other than Meat Boy, many of whom first appeared in other independent video games. Each character has different attributes, such as Commander Video's ability to momentarily float in midair. These characters can be unlocked by collecting bandage items placed throughout the game's levels or completing certain warp zones. Some bandages can only be collected by using certain characters. Some levels, such as warp zones and boss levels, can only be played with specific characters. The available characters vary depending on the version of the game played. The Xbox Live Arcade (XBLA) version features an unlockable mode called "Teh Internets", which is updated with new, free, officially curated levels. The PC version has a "Super Meat World" section, which allows users to play and rate additional levels that players have created with a level editor. This editor was released in May 2011. Players can also access an unsupported developer mode inside the game to edit their own levels using the "rough" tools that Team Meat used to create the game. ## Plot Meat Boy lives with his girlfriend Bandage Girl. One day, Bandage Girl is kidnapped by Dr. Fetus, an intelligent fetus in a life support suit. Meat Boy then goes after Fetus, until Fetus burns down the forest and tries to kill Meat Boy in his "Lil Slugger", which is destroyed after Meat Boy tricks him into running into a bunch of saws. Fetus escapes to an abandoned hospital, where he unleashes C.H.A.D., a giant monster made of blood. Meat Boy shows the sun to the monster and redeems him, but then goes after Fetus, who goes to his salt factory. There, a clone of Meat Boy made of faeces called Brownie is created, leading to a race between the two, presumably killing Brownie. Fetus goes to Hell, where Meat Boy discovers that every time he dies, his corpse goes to Hell. Little Horn, a Meat Boy-esque monster made up of these corpses attacks Meat Boy. Fetus escapes and triggers a nuke, which opens a path to the top world. Meat Boy is lured to fight Larries Lament, three worms who inspire the Larry Jr. boss from The Binding of Isaac. In the final level, Dr. Fetus runs after Meat Boy, who destroys the bridge he is on, destroying Fetus's life support system. Fetus tries to kill Meat Boy and Bandage Girl by blowing up his facility, but Brownie appears and saves the two while sacrificing himself. As Bandage Girl hugs Meat Boy after escaping, Fetus suddenly lands on Bandage Girl and tries to pummel her as the game cuts to credits. If Dr. Fetus is beaten in the Dark World, it is shown that Fetus's attacks were ineffective and Bandage Girl proceeds to stomp on him. ## Development and marketing The original Meat Boy is an Adobe Flash game created by Edmund McMillen and programmed by Jonathan McEntee. The game was developed over a three-week period and was released on Newgrounds on October 5, 2008. By April 2009, it had garnered over 840,000 views at Newgrounds, and 8 million overall. A map pack for the Flash version was released on December 8, 2008. McMillen began development of Super Meat Boy after Nintendo and Microsoft requested that he make a game for their download services, WiiWare and Xbox Live Arcade, as they were impressed by the success of his Flash games Aether and Meat Boy. At the time, he was working with Tommy Refenes on a Flash game titled Grey Matter. Although McMillen initially pitched the companies a sequel to Gish or Aether, the pair decided to form Team Meat and work on an expanded version of Meat Boy instead. Team Meat also includes soundtrack composer Danny Baranowsky and sound effects designer Jordan Fehr. According to the developers, Super Meat Boy is "a big throwback to a lot of super hardcore NES classics like Ghosts 'n Goblins, Mega Man, and the Japanese version of Super Mario Bros. 2", with the plot written as "a mash-up of every videogame story from the early 90s". The game was explicitly designed by the team to be reminiscent of Super Mario Bros., and McMillen considered it a tribute to Shigeru Miyamoto, the developer of Super Mario Bros. McMillen worked on level design and artwork, while Refenes coded the game; it was tested primarily by the pair and their families. McMillen and Refenes lived on opposite sides of the United States, and met only a few times in person while working on the game. They developed the control scheme by iterating through several designs, trying to find one that felt fluid and logical. Rather than use a pre-built game engine, Refenes programmed an original one. The game was initially set to include around 100 levels, and to have co-operative and competitive multiplayer modes. During development, however, the multiplayer option was dropped and the number of levels was greatly increased. The pair designed the game to be deliberately "retro", imitating the aesthetics of traditional platform games, but with a modern sensibility regarding difficulty. They wanted the game to be rewarding and challenging, rather than frustrating; to this end they included infinite lives, quick restarts of levels, obvious goals, and short levels. They felt the replay feature transformed death into a form of reward. Development of Super Meat Boy began in January 2009. Initially announced for WiiWare and PC, the game was set to be released in the first quarter of 2010. The release date was pushed back to the fourth quarter because the developers wanted more time to create extra levels, such as the dark worlds. A picture released on Team Meat's Twitter page on February 22, 2010, revealed that the game would also be released for XBLA. The next day, they announced that, while all versions would be released in the same month, the game would be released for XBLA first due to "contractual obligations". In August 2010, the developers were contacted by Microsoft with the prospect of inclusion in Microsoft's 2010 Fall GameFeast XBLA promotion two months later. As they were almost out of money, they did not believe that they could financially support themselves until the Spring event, but felt they had four months' worth of work left to complete on the game. For the final two months of development they worked daily, slept five hours a night, and frequently forgot to eat—a process that McMillen said he "would never voluntarily go through" again. According to McMillen, due to Microsoft's low expectations for the game, Super Meat Boy was lightly promoted. The level of promotion was not increased during the GameFeast, though the game greatly outsold the rest of the games in the event. The team described the effort required to finish the game for the promotion as "by far the biggest mistake [they] made during SMB's development". Their development struggle is depicted in the documentary Indie Game: The Movie. The game was released on XBLA in October 2010 and on PCs via Steam and Direct2Drive a month later. McMillen noted that the PC release was more heavily promoted than the XBLA version. A version for Mac OS X was released in November 2011, while another version for Linux operating systems was released in December 2011 as part of the Humble Indie Bundle \#4 game pack. Due to Sony's initial lack of interest in the game, Team Meat entered into contractual obligations that prohibited Super Meat Boy from ever being released on the PlayStation 3. Despite this, a version for the PlayStation 4 and PlayStation Vita was eventually announced. The WiiWare version was canceled because the game's file size had been expanded beyond the limits imposed by Nintendo. Team Meat looked into releasing it as a retail Wii game, but were told by all third-party publishers they approached that a budget title would not be profitable so late into the Wii's lifecycle. Versions of the game were eventually released for Nintendo's follow up systems Wii U and the Switch. The Switch version includes a platform-exclusive "Race Mode", allowing two players on the Switch's split-screen and using separate Joy-Con to race through sets of levels. This mode was added to the Windows version in October 2018. A limited edition retail version of the PC game was released in April 2011. It included bonuses such as behind-the-scenes videos, a sample disc of the game's music, and a Super Meat Boy comic. In 2012 Team Meat began prototyping an iOS and Android version of the game. The game was intended to be a different take on the Super Meat Boy concept that is more adapted to touch-screen controls than a direct port would be. This project would develop into the new endless runner game Super Meat Boy Forever, revealed in 2014 at the video game convention PAX. Team Meat released several pieces of merchandise related to Super Meat Boy. These include Super Meat Boy Handheld, an iOS app released on April 3, 2010 and styled on a Tiger Electronics handheld. It was released as a joke after Refenes' game Zits & Giggles was removed from the iTunes Store following a statement by Refenes that likened the iPhone to a Tiger handheld. McMillen has released a Super Meat Boy microgame for WarioWare D.I.Y. Team Meat sells charms, plush toys, and posters related to the game, as well as T-shirts, stickers, stress balls, and a limited edition Super Meat Boy comic. In 2011, Voxelous released a set of four Super Meat Boy figures of Meat Boy, Bandage Girl, Brownie, and Tofu Boy, later making figures of Commander Video, Jill, Ogmo, and Dr. Fetus. ### Music Super Meat Boy's soundtrack was composed by Danny Baranowsky, who previously composed the soundtracks for the indie video games Canabalt, Cortex Command, and Gravity Hook. He also composed the music for the original Meat Boy. McMillen knew of Baranowsky's other work, and approached him late in Meat Boy's development, asking him to supply whatever tracks he had on hand. For the soundtrack of Super Meat Boy, Baranowsky incorporated the music he had provided for Meat Boy into an expanded soundtrack. He tried to ensure that the music would accompany the action on the screen without overpowering the sound effects. Baranowsky was given complete freedom for the game's music, and retained all of the rights to it; McMillen believed that being more invested in the game would let Baranowsky express the part of him that was "manic, obsessive, complex, and full of life". McMillen feels that the soundtrack "gets your heart rate up, complements every aspect of its gameplay, and stays with you for days". On October 26, 2010, the game's soundtrack was released as a download-only album via the online Bandcamp store titled Super Meat Boy! Soundtrack. This release features 34 tracks and a 100-minute runtime, and includes several remixes of tracks from the game. On January 11, 2011, Baranowsky and Team Meat released a special edition soundtrack on Bandcamp as both a downloadable and physical album. This edition includes a second disc of songs not included in the original release, as well as additional remixes. The album, titled Nice to Meat You, has a total of 73 tracks, is 2 hours 25 minutes long, and features album artwork by McMillen. Three music tracks from the game were released as downloadable content for Rock Band 3 in June 2011. Baranowsky's music was not used for the PlayStation 4, Nintendo Wii U, Nintendo Switch and PlayStation Vita versions, as he "no longer [had] a working relationship with Team Meat" and they could not agree on licensing terms. Instead, those versions of the game feature a soundtrack composed by Ridiculon (Matthias Bossi and Jon Evans), David "Scattle" Scatliffe, and Laura Shigihara, who have previously worked on games such as The Binding of Isaac: Rebirth, Hotline Miami, and Plants vs. Zombies respectively. A soundtrack album for the new music, titled Songs in the Key of Meat: Music from SMB 5th Anniversary, was released on Bandcamp on October 6, 2015. On April 13, 2017, Tommy Refenes introduced the alternative soundtrack on the PC port. ## Reception Super Meat Boy received critical acclaim. After being showcased at the Penny Arcade Expo 2010, Super Meat Boy was declared Game of the Show by Destructoid and nominated for the same award by Machinima.com. The game received nominations for the Grand Prize and Excellence in Audio awards at the 2010 Independent Games Festival. It won the award for Most Challenging Game in IGN's Best of 2010 awards, and received nominations for Best Soundtrack and Best Retro Design. It was voted GameSpot's Best Downloadable Console Game of 2010, and won the Best Downloadable Game award from GameTrailers. Sales were strong, with nearly 140,000 units of the Xbox 360 version sold by the end of 2010. The Steam and Xbox 360 versions had sold over 600,000 copies combined by April 2011; 400,000 of these sales were through Steam. On January 3, 2012, Team Meat announced on Twitter that the game had surpassed 1,000,000 sales. Critics praised Super Meat Boy's platforming elements, and often commented on the game's difficulty. X-Play reviewer Alexandra Hall said the game had "riveting platforming action", and added that "Super Meat Boy's designers are masters of their craft." Henry Gilbert of GamesRadar felt the platforming was "perfect". He wrote that "while it's always tough and demanding, it never feels cheap, or like the game is cheating you." A reviewer from GameTrailers stated that "the difficulty rides the perfect line between driving you utterly bonkers when you fail and making you feel like a platform pro when you succeed". Joystiq's Richard Mitchell echoed other reviewers' comments: "Super Meat Boy is tough, as tough as the toughest nails in the toughest universe." Gilbert cited the level of difficulty, which he believed made the game inaccessible to some players, as his reason for not awarding the game a perfect score. Tom McShea of GameSpot praised the game's "precise control", "excellent level design", and "smooth difficulty curve". Reviewer Tom Bramwell of Eurogamer warned that Super Meat Boy is "a hard game. It should make you want to throw the pad across the room". Critics gave high marks to the game's retro art direction and presentation. Official Xbox Magazine (UK)'s Mike Channel appreciated the variety found in each set of levels. He stated that "while the graphics may look crude, the presentation is exceptional. Each level has a distinct visual style." Daemon Hatfield, a reviewer for IGN, noted the uniqueness of the game's visual presentation. He commented that the warp zone levels pay tribute to classic 8-bit games, and lauded the game's soundtrack: "The rocking chiptune soundtrack is the best I've heard since Scott Pilgrim vs. The World: The Game". Joe Leonard of 1UP.com noted that the game's humor and over-the-top gameplay help to calm frustrations regarding the difficulty: "Super Meat Boy's greatest strength has to be how it never takes itself too seriously—as maddening as some of the levels got, I could never stay angry at the game for too long", said Leonard. MTV Multiplayer reviewer Russ Frushtick praised the game's visual design. He appreciated the game's cutscenes, which he noted are "hand-drawn animated [shorts] which [bear] more than a passing resemblance to a classic video game intro". While the game received high praise overall, certain publications voiced complaints. Hatfield noted that the cutscenes had low production values, stating that "they don't have the polish of the rest of the game". The reviewer for PC Gamer mentioned "a few minor, yet-to-be-patched bugs". Eduardo Reboucas of Game Revolution said that "a lot of the levels in Super Meat Boy depend a little too much on twitch reflexes and trial-and-error memorization". He also stated that "there are some bits of toilet humor here and there that are duds", and that the game's high level of difficulty "will make most casual players shy away". Mitchell Dyer of GamePro agreed, saying that certain "absurdly difficult" levels broke the flow of the game, especially in the boss levels and the later chapters. ## Legacy Meat Boy has made cameo appearances in the video games Bit.Trip Runner, Bit.Trip Fate, and Bit.Trip Presents... Runner2: Future Legend of Rhythm Alien, as well as in Spelunky, Dust: An Elysian Tail, Ori and the Blind Forest, Retro City Rampage, ilomilo, and Indie Pogo. A parody Flash game, Super Tofu Boy, was released by People for the Ethical Treatment of Animals (PETA) on December 1, 2010, to protest the game and promote veganism. In response, Team Meat added its own interpretation of Tofu Boy to the PC version of the actual Super Meat Boy on December 2, 2010. The game's success spurred the development of the 1930s-style animated indie video game Cuphead, which is also noted for its difficulty. On August 29, 2014, Team Meat announced that a sequel, Super Meat Boy Forever, was in development for smartphones, tablets, and Steam. The game would remain in development limbo until the project was restarted in 2017, without the assistance of McMillen. In August 2017, the game was confirmed for release for Microsoft Windows, Nintendo Switch, PlayStation 4, Xbox One, iOS and Android systems. The Switch and Windows versions were released in December 2020, with other platforms following in 2021.
1,856,119
Frank Matcham
1,145,030,561
English theatre, music hall architect (1854–1920)
[ "1854 births", "1920 deaths", "Burials at Highgate Cemetery", "English theatre architects", "People from Hornsey", "People from Newton Abbot" ]
Francis Matcham (22 November 1854 – 17 May 1920) was an English architect who specialised in the design of theatres and music halls. He worked extensively in London, predominantly under Moss Empires, for whom he designed the Hippodrome in 1900, Hackney Empire (1901), Coliseum (1903) and Palladium (1910). His last major commission before retirement was the Victoria Palace (1911) for the variety magnate Alfred Butt. During his 40-year career, Matcham was responsible for the design and construction of over 90 theatres and the redesign and refurbishment of a further 80 throughout the United Kingdom. Matcham was born in Newton Abbot, Devon, where he became apprenticed at the age of 14 to the architect George Soudon Bridgman. Matcham moved to London, aged 21, where he joined the architectural practice of J. T. Robinson, who was to become his father-in-law. Under Robinson, Matcham completed his first solo design, the Elephant and Castle Theatre, which opened in June 1879. He took over the business on Robinson's death and continued the designs of various provincial theatres. He formed his own practice, Matcham & Co., in the 1880s and enlisted skilled craftsmen. His first major association came in the 1880s when he was employed to design and refurbish theatres belonging to the Revill family who owned many of the theatres throughout the United Kingdom. Matcham's most successful period was between 1892 and 1912 when he worked extensively for Moss Empires, a theatre building business headed by Edward Moss and run by Oswald Stoll. Under them, Matcham completed 21 theatres, including three in London, with the rest being in the provinces. Also during this period, although not with Moss Empires, he completed the designs for the Tower Ballroom at Blackpool Tower, Grand Theatre, Blackpool and the Theatre Royal, Norwich, all in 1894, and the County Arcade, Leeds, in 1900. The author Iain Mackintosh, writing for the Dictionary of National Biography in 1993, describes Matcham's theatre interiors to be superior when compared to the building's external designs. Matcham's use of cantilevers for the galleries allowed him to discontinue the use of columns, which would otherwise obstruct the audience's view of the stage. The auditorium decorations were often mixed with Tudor strap-work, Louis XIV detail, Anglo-Indian motifs, naval and military insignia, rococo panels, classical statuary, and baroque columns. Matcham retired to Westcliff-on-Sea, Essex, shortly before the First World War, where he died of a heart attack, brought about by a blood infection, in 1920. His biographer Brian Walker notes from the architect's personal archives that he was "a man of remarkable vigour and had an enthusiasm for life ... he possessed a tranquility of mind and a great sense of humour and fun." ## Early life Francis Matcham was born on 22 November 1854 in Newton Abbot, Devon. He was the second of nine children and the eldest son of Charles Matcham (1826–1888), a brewer, and his wife, Elizabeth née Lancaster (1830–1905). In 1857 Charles Matcham moved his family to Union Street, Torquay, and secured a job as a manager of a brewery and a malthouse. Frank was educated at Babbacombe School, in Babbacombe, Torquay. Matcham showed an early interest in architecture and became apprenticed at the age of 14 to George Soudon Bridgman, a local architect. The apprenticeship lasted 18 months until Matcham was offered a job at a quantity surveyor's office in London in around 1868. Working in the capital allowed Matcham to study with different architectural professionals. His training under a quantity surveyor taught him how to draw up estimates of cost, interact with building contractors, and introduced him to complex calculations, something which he was unlikely to have been taught at school. He also learnt the importance of working to tight schedules imposed by demanding customers. In his spare time, Matcham visited many of London's buildings but took a particular liking to theatres and music halls. A building of special interest to him was the newly completed Gaiety Theatre in the Strand, designed by Charles J. Phipps. Matcham was impressed at Phipps's ability to build a normal-sized theatre on a small, awkward plot, and it is probable that Matcham gained inspiration from the Gaiety in some of his later buildings which were also built on restricted plots of land. It is not known how long Matcham spent in London, although it was not uncommon for an architect to take up to six years to become qualified. The theatre historian Görel Garlick estimates that Matcham spent three years in the capital during this time, which would seem probable as by 1871 Matcham was back in Torquay and again under the guidance of Bridgeman, this time as his chief assistant. Bridgeman was eager to take advantage of Matcham's experience in London and asked him to help on the redesign of the Lyceum Theatre in Torquay. Isaac Singer, the American businessman, moved from France to Devon in late 1871. His intention was to buy a large property in the English countryside for his family. His attempt at buying Isambard Kingdom Brunel's estate was unsuccessful and instead, he purchased the Fernham Estate, in Torbay, on which Oldway Mansion was eventually built. Singer commissioned Bridgeman's office to undertake the design and instructed that a theatre be built within the house, long since demolished. Garlick considers it entirely possible that Matcham was given responsibility for the design of the theatre because of his educational experiences in London. Singer spared no cost in terms of Oldway Mansion's construction; he sourced the finest materials from around the world and instructed Bridgeman to design the interior in an exuberant French style. Garlick notes that it was highly likely that Singer's exuberance would have influenced someone as architecturally impressionable as Matcham whose later theatres also used extravagant decoration. ### Entry into the Robinson family business In around 1875, soon after the completion of Singer's house, Matcham secured a job with J. T. Robinson's office in London. The employment allowed Matcham to become more familiar with what Matcham's biographer Brian Mercer Walker calls, "theatre design of a high order". Matcham's time under Robinson was brief; Robinson died unexpectedly at the family home in Bloomsbury Square, London, in 1877, shortly after Matcham's marriage to Robinson's daughter, Maria, on 9 July. Matcham was entrusted by the family to continue with Robinson's designs which included the refurbishment of the Elephant and Castle Theatre, as well as the modifications to the Cambridge Music Hall in Shoreditch. By the mid-1870s around 137 theatre fires had been reported in the United Kingdom which prompted parliament to create the Metropolis Management and Building Act (1878) which established safety rules for developers to adhere to. Matcham found the rules to be problematic; because of them, the Elephant and Castle Theatre project had to be extended by six months. In 1882 Matcham took on the redesign of the Grand Theatre in Islington. It was an important project for him: it was the first to be designed using unobstructed sightlines to the stage and was notable for its holding capacity, and prompt construction, something for which he latterly became known in architectural circles. The Grand was revolutionary in its design; it was used as an educational showpiece to amateur architects and it was often visited and commented on by architectural critics and journalists. In one of the three volumes, entitled Modern Opera Houses and Theatres, which were published between 1896 and 1898, the author Edwin Sachs made reference to the Grand's "good sighting and acoustics of the auditorium, economy of space and cost, and rapidity of execution". Matcham's improvement of sightlines were a result of his use of cantilevered steel. This new design allowed for the balconies to protrude into the auditorium without the use of the supporting pillars which increased seating capacity and gave the audience better views of the stage. It was a design that Matcham patented and incorporated into all his future theatrical designs. The Paragon in Mile End, East London, in 1882, was Matcham's next major project. The design was one of importance, according to Walker, as it showed a great emphasis on the ventilation system—the first of its kind—which used a sun burner in the roof and warm air ducts, 6 feet (1.8 metres) above ground level, which emitted draughts. The builders of the theatre, Crowder and Payne, advertised the venue as being "the best-ventilated theatre in London". It opened in May the following year to much praise for its achievements in audience comfort. The success of the Paragon allowed Matcham to open up his own office in Belfast in 1884. ### Work under the Revills Outside of London, and prior to 1886, Matcham only had two designs commissioned, both in Glasgow: Hengler's Grand Cirque and the Royalty Theatre. In 1879 he started work on the redesign of the Royalty, a playhouse originally designed by James Thomson and one that had been built on the first floor of a four-storey building. The layout was problematic and Matcham had to make a series of adjustments. To compensate, he designed a ventilation system which involved the installation of an exhaust duct over the auditorium gas light which caused the heat from the burners to rise up and create a movement of air through the theatre. It was a design that he also used on the Gaiety, Matcham's second Glaswegian theatre. The Royalty took just four weeks to complete and was relatively inexpensive, two factors that helped enhance his reputation. Matcham met the actor and theatrical manager James Elliston in 1886. Elliston, a native of Edinburgh, had heard of the architect through his work in Glasgow and commissioned him to reconstruct the side boxes and gallery and to improve the acoustics and ventilation system at his theatre, the Theatre Royal, Blackburn. Through Elliston, Matcham was introduced to William J. Revill, the proprietor of the People's Temperance Hall in Stockport. The Revill family were influential in theatrical circles with their connection to the stage going back to the 18th century. Revill contracted Matcham to draw up designs for a new building after the hall was destroyed by a fire in 1887. The new building, as with most of the Revill family's theatres, was to be named the Theatre Royal and Opera House; it was completed to schedule the following year. The finished structure was considered to be state of the art by the town's magistrates who granted an entertainments licence that June. The Era considered the new building to be "undoubtedly one of the finest theatres in the country". According to the biographer Michael Sell, Matcham's relationship with Elliston helped the young architect to become a nationally recognisable name in theatrical architecture and brought him to the forefront of his profession. Matcham was commissioned in 1888 by Revill's son, the theatre manager Wallace Revill, to design a new theatre on land he had purchased in St Helens, Lancashire. The new theatre was named the Theatre Royal and Opera House. It was constructed of brick with stone dressings and comprised an orchestra pit, stalls, a dress circle of three rows, an upper circle, which had the unusual feature of its own retiring rooms, and a very large gallery which allowed for unobstructed views. The entrance façade was built in the classical style with three wide bays of giant pilasters. On the theatre's opening night the following year, Elliston called the building "one of the most beautiful theatres [he] had ever seen". In addition to the Stockport theatre under Revill, Matcham received another commission from Elliston, this time to rebuild the Theatre Royal and Opera House, in Bolton, which had caught fire on 4 January 1888. Elliston's only requirement was for the building to be completed within a 20-week period, which Matcham honoured. The foundation stone was laid by the actor Henry Irving on 17 October, a month before its opening. Owing to the large numbers of people who died in a similar theatre fire in Exeter the previous year, Matcham improved the safety features, such as fireproofing the ceilings and walls; widening and straightening the staircases; using outwardly opening doors; installing hydrants on each floor; and hanging an automatic, fireproof curtain in the auditorium. The interior was decorated in terracotta and gold tints and the seats covered in crimson upholstery. Other theatres followed for the Revill family who had by now employed Matcham full-time to work on their projects. Bury and Rochdale, then both in Lancashire, were to get their own Theatre Royal and Opera House with the Rochdale building being a renovation of an existing building. The Bury theatre opened on 26 December 1889 with a pantomime production. The theatre lacked interior decoration as Matcham had been behind schedule. He made a rare appearance, on stage, that night, and assured the audience that during a fortnight's closure he would complete the designs. To compensate for the lateness, he took the unusual step of sub-contracting the auditorium's artwork out to a London-based sculptor. The following year Matcham was contracted by Frederick Purcell, a member of the extended Revill family, to undertake the renovations of his theatre that had caught fire the year before. Matcham was afforded the benefit of being able to use the existing building, which increased the possibility of his being able to finish the project on time. The same year, The Grand Cirque and Amphitheatre opened in Bolton. Matcham's design allowed for it to be used as a circus and a theatre and for the venue to be changed between the two in a few hours. It was decorated in the Italian style and had the capacity to seat 3,200 people. The circus ring eventually fell out of favour with audiences and it was covered over. Purcell took over the family business in 1899 after the death of four of its members but only commissioned a few buildings over the next decade, including the Alexandra Theatre, Stoke Newington. Matcham continued to work with Purcell until around 1908 when the latter decided to wind up the business. Matcham's last design for the family, according to the historian Michael Sell, was the King's Theatre, Southsea, in 1907. The architecture historian Nikolaus Pevsner called the King's Theatre "splendid" and described the theatre as having a "prominent hexagonal tower with Ionic columns and lion finials around a broad spire-like top crowned by a cupola with a replica statue of Aurora. The interior is charming and richly detailed, making full use of the tight space. Plaster figures and mouldings in Matcham's full-blown Baroque." ### Matcham & Co. The establishment date of Matcham & Co. is unclear; it could originate from when Matcham established his office in Belfast in 1884 after the success of the Paragon Theatre in Mile End, or it could be a renaming of Robinson's business which Matcham took over a decade or so prior to the 1880s. What is known is that it operated out of three offices in Holborn at different times. The first was in Bedford Row, between 1880 and 1886, after which it moved to 3 Great James Street. The business stayed there until 1893 when it moved again, this time to 9 Warwick Court, where it remained until after Matcham's death. It is not known how many staff Matcham employed; he worked with a regular team of assistants and craftsmen, among them, Felix De Jong, an expert in work with fibrous plaster; Jonas Binns, a specialist decorator; and Albert Dean, a master furnisher. During their time in operation, Matcham & Co. completed around 170 theatre designs. Matcham was assisted in his designs and the running of the business by the engineer R.A. Briggs and F. G. M. Chancellor, an architect. Little is known of the working relationship between the three men, only that it was a prosperous one. ## Theatre boom years: 1892–1912 Before variety theatre, music halls were the preferred entertainment of the working-class communities in London and the provinces. Acts including George Robey and Marie Lloyd were deemed "overly racy", according to The Stage, with major theatres banning them in the interests of decency. The restrictions were brief, mainly because of the negative effect such censorship was having on audience numbers. By the 1880s most music halls were either operated by amateur syndicates, who cared less about revenues and more about entertainment, or wealthy, profit-driven businessmen. Safety, in both cases, was frequently compromised, mainly down to cost, so much-needed renovations were often ignored. Music-halls had, for many years, been a hugely profitable business, but had become the subject of stringent regulations and safety controls. By 1880 covert inspections were taking place by local authorities to ensure proprietors were adhering to the safety requirements; the rules were so strict that a lot of the ageing halls, particularly those whose proprietors had little money, were forced to close. Those that remained open were instructed to improve and refurbish their premises to meet expectations. The boom required competent architects who knew how theatres worked. ### Moss Empires and Oswald Stoll From 1898 to 1910 Oswald Stoll had been the managing director of Moss Empires, a theatrical entertainment circuit headed by the impresario Edward Moss, which at its height was responsible for 33 theatres around Great Britain. Matcham first worked for Moss Empires in 1892 on the Empire Palace, Edinburgh. Moss was so impressed with Matcham's work that he commissioned him to design other provincial theatres over the next seven years. Matcham's work in London under the impresarios included the Empire in Hackney, and the Coliseum and Hippodrome theatres, both in Westminster. In total, Matcham was responsible for designing 21 theatres for Moss and Stoll over a 20-year period which ended with the Wood Green Empire, in 1912. Stoll intended the Hackney Empire to be his London headquarters, but the plan changed midway through construction when he decided to locate his offices further into central London: this caused a drastic reduction in the Empire's budget to allow extra finances for the new headquarters at the Coliseum. Matcham rushed together a secondary, cheaper design of the Empire's façade and presented it to Stoll on a piece of scrap tracing paper. The exterior of the Empire was a design that Matcham always loathed but was one, according to the historian Michael Sell, that demonstrated the architect's "seemingly endless powers of invention" and one that will "forever remain a landmark". The auditorium is noted by Historic England as being "one of the most exuberant Matcham interiors in Britain", while the historian Brian Walker called the Empire's interior "the most perfect Matcham interior in Greater London". Pevsner considered the Empire to be "splendidly confident" and "among the best-surviving Edwardian variety theatres". For the Coliseum, Matcham encountered a problem; Stoll wanted the theatre to be the largest and most lavish in London. Matcham was concerned that the vast size would cause a reduction in sound quality and view to the stage; accordingly, he gave particular attention to the theatre's acoustics and designed the balconies so that they sloped towards the auditorium sides, rather than the more traditional method of being supported by pilotis; Matcham pioneered the use of cantilevered steel in his designs, and took out patents to protect his work. The theatre featured a revolving stage, the first of its kind in London, which allowed for imaginative ideas, including the theatre's extravagant celebrations of Derby Day, featuring guesting jockeys riding real horses, galloping against the moving revolve. Backstage there were, according to Pevsner, "box-to-box telephones" and "changing rooms so that evening dress could be donned on site". The Coliseum cost £250,000 to build. Walker called it the "fruit of close collaboration and understanding between client and architect". He further noted: "Matcham's frequently noticed skill in planning is here matched by a different kind of wizardry. Few of his contemporaries could have made so memorable an architectural statement on so short a frontage in such an unpretentious thoroughfare. It is much more impressive than, for example, the neighbouring Garrick Theatre of 1889" According to the theatrical magazine The Stage, Matcham's design provided "a handsome marble staircase, the landmark tower topped by a revolving globe and an impressive range of amenities, including spacious tea-rooms on each floor, lifts to the theatre's upper levels, lavishly decorated retiring rooms, a roof-garden with a glass-domed roof and an information bureau from which messages and telegrams could be sent and where doctors might register their whereabouts in case of emergencies". ## Other works Matcham rarely ventured away from theatres but did so on occasion. He was commissioned by the Blackpool Tower Company, a Standard Contract & Debenture Corporation, to design the decoration for the ballroom, which formed part of their entertainment complex in Blackpool, Lancashire. The ballroom's interior was Matcham's only design for the complex, although Historic England consider it probable that he was also responsible for the remodelling of the circus, also within the complex, in 1900. Pevsner considered the circus to be "the largest and most elaborate theatre of its type in England" and provided the UK with a "permanent setting for a circus not available in any other resort". The complex opened in 1894. The same year, he completed the designs for Grand Theatre, Blackpool and the Theatre Royal, Norwich. The regeneration of Briggate in the 1890s, one of the oldest streets in Leeds, included the building of a number of shopping arcades to accompany the existing Thorntons Arcade, completed in 1878. Matcham designed the Cross and County Arcades for the Leeds Estate Company, between 1898 and 1900, at the northernmost part of the street. At the same time as his work on the County Arcade, he designed the Empire Palace, for Moss, which was located further down Briggate. He created two new streets, Queen Victoria Street and King Edward Street, which run between Briggate and Vicar Lane. Matcham's buildings include 49–51 Vicar Lane; 2–24 King Edward Street and 115–120 Briggate, which consists of shops and offices within the County Arcade development. The construction costs of the County Arcade were in excess of £300,000. According to Walker, Matcham's biographer, the architect took on the designs for the County Arcade either because of a decline in the need for new theatres, or an attempt to try out something different. Either way, Walker considered the project to be completely out of character for Matcham who had previously displayed such energy and enthusiasm for all his designs. Together with a few public houses in London, Matcham's other non-theatrical commissions include a new wing for the Royal Variety Artistes' Benevolent Fund at Brinsworth House and a printing works in Southwark. ## Retirement and death In 1910 the London Palladium was completed and opened on 26 December. Designs for the Victoria Palace Theatre, for the variety magnate Alfred Butt, were already under way; it opened the following November. During the design stage of the Palace, Matcham was working alongside Bertie Crewe for a new Hippodrome in Bristol which was to become Matcham's last major design. The inter-war period was slow for theatrical architects and builders, mainly because of the introduction of cinema, and many of the theatres that had been designed in Matcham's office were now becoming picture houses. Matcham & Co.'s projects had started to slow down by 1913; that year, the only theatrical venture was the Palace Theatre, in Leicester. Matcham retired to Westcliff-on-Sea with his wife shortly before the First World War and left the running of the business to Chancellor and Briggs. He died at his house, 28 Westcliff Parade, on 17 May 1920. His death was attributed to blood poisoning, brought about from cutting his finger nails too short. The funeral took place at St. Paul's Church, Finchley, before his interment in the family vault in Highgate Cemetery. He left an estate worth £86,389 (£ in adjusted for inflation). Matcham bequeathed his company, equally, to Briggs and Chancellor. A journalist for The Architect newspaper predicted that the business would continue, which it did, although it never achieved the same success as it did under Matcham. Upon the outbreak of the Second World War, Chancellor retired and moved to the countryside, where he died in 1941. Briggs held the business in a dormant state until after the war when it was sold to a property agency in Covent Garden. It continued, on a small scale, until it was eventually wound up in the late 1970s. ## Personal life Matcham was a devoted if frequently absent husband and father. He married Maria Robinson, the daughter of his tutor, J. T. Robinson, on 9 July 1877 at St. James's Church, Pentonville. They had two daughters; Eveline, who was born in 1878, and Constance, in 1884. In an interview with Vanity Fair, Matcham listed an interest in music but admitted that although he owned a Stradivarius violin, he "wasn't particularly good with it". Another hobby was amateur dramatics and on occasion, the Matchams would stage minor pieces, for the entertainment of their neighbours, when they lived in Dollis Avenue, Finchley. From a review of Matcham's personal archives, Walker concludes that the architect was "a man of remarkable vigour and enthusiasm for life ... he possessed a tranquility of mind and a great sense of humour and fun." Of Matcham's eight siblings, two were notable: Charles Matcham (1862–1911) moved to America in 1881 and became a millionaire businessman within the civil engineering industry. His early work for the American Bell Telephone Company included the building of the first telephone exchanges in Europe and the introduction of the telephone to St. Petersburg and Riga where he personally installed Alexander II of Russia's phone system. Through his later work, he founded several concrete-making companies and invented a cement stone pulveriser for which he owned the patent. Sydney Matcham (1868–1957) moved to Allentown, Pennsylvania, where he founded the Matcham Travel Bureau, the city's first travel agency. ## Legacy Matcham's theatres were often mocked by architects during the five decades after his death, and little care was taken by local authorities to preserve them during area regeneration programmes, particularly during the 1960s. It was only after 1970 that his buildings were taken seriously and, according to Mackintosh, his genius was widely recognised. In 1995 the Theatre Museum acquired in excess of 7000 of Matcham's drawings. Of these, around 500 are highly finished and represent over seventy-five theatres or cinemas and about one-sixth of his total life's output. The total number of theatres Matcham designed is unknown and has been the subject of much speculation. The architect Victor Glasstone estimated the architect's work to include 66 new theatres and the remodelling and restoration of 58 others, between 1879 and 1910; Matcham's biographer Brian Walker lists him ahead of his contemporaries and counts 92 designs, with the closest to him being Charles J. Phipps, with 72. According to the theatre historians John Earl and Michael Sell, Matcham was the original architect for half of the 48 surviving theatres associated with him, and the rest he restored, altered or remodelled from existing buildings. A further 111 of his theatres were either bombed during the wars, destroyed by fire, or demolished as part of area regeneration, mostly during the 1960s. From the start of the 1900s Crewe and W. G. R. Sprague had started to make names for themselves in architectural circles. It has been suggested by various architectural journals that Crewe and Sprague were pupils of Matcham, and although Glasstone was sceptical of this in his 1975 book Victorian and Edwardian Theatres, the author Iain Mackintosh noted a clear Matcham influence in Sprague and Crewe's designs; he describes the former as being suaver compared to Matcham, whilst Crewe, although sharing a lot of Matcham's exuberance, was "more polished" because of his earlier training in Paris. Sir Alfred Butt, writing in The Era, considered: "Frank Matcham lived for his work, and unquestionably was pre-eminent as a theatrical and music hall architect." According to the historians, Roger Dixon and Stefan Muthesius, Matcham was "the most consistent and prolific architect of the later music halls ... his buildings, mostly in the provinces and the suburbs of London, [were] equal or exceed in splendour [compared to] the metropolitan theatres and opera houses." On 22 November 2007 Matcham was commemorated by English Heritage when a blue plaque was unveiled at his former London home, 10 Haslemere Road, Hornsey, by the actors Timothy West and Prunella Scales.
25,082,143
Richard Barre
1,161,962,338
12th-century English clergyman and royal official
[ "1130s births", "1200s deaths", "12th-century English jurists", "12th-century English writers", "12th-century Latin writers", "Anglo-Normans", "Archdeacons of Ely" ]
Richard Barre (c. 1130 – c. 1202) was a medieval English justice, clergyman and scholar. He was educated at the law school of Bologna and entered royal service under King Henry II of England, later working for Henry's son and successor Richard I. He was also briefly in the household of Henry's son Henry the Young King. Barre served the elder Henry as a diplomat and was involved in a minor way with the king's quarrel with Thomas Becket, which earned Barre a condemnation from Becket. After King Henry's death, Barre became a royal justice during Richard's reign and was one of the main judges in the period from 1194 to 1199. After disagreeing with him earlier in his career, Barre was discharged from his judgeship during John's reign as king. Barre was also archdeacon of Ely and the author of a work of biblical extracts dedicated to one of his patrons, William Longchamp, the Bishop of Ely and Chancellor of England. ## Early life Whether Barre was a native of England or of Normandy is unknown, but his surname appears to derive from the Norman village of La Barre, near Bernay, in the present-day department of Eure. He was likely born around 1130 and was related to Normandy's Sifrewast family, knights in Berkshire. Barre had a relative, Hugh Barre, who was Archdeacon of Leicester in the 1150s. Barre studied law at Bologna in Italy before 1150 and was a student there with Stephen of Tournai, who became Bishop of Tournai in 1192. Another fellow student wrote a short verse addressed to Barre: "Pontificum causas regumque negocia tractes, Qui tibi divicias deliciasque parant", which translates to "May you manage the causes of bishops and the affairs of kings, Who provide riches and delights for you." After finishing his schooling, Barre seems to have worked for either Robert de Chesney, the Bishop of Lincoln, or Nicholas, Archdeacon of Huntingdon; the main evidence for this is that Barre witnessed charters for both men from 1160 to 1164. By 1165, Barre had joined the household of King Henry II of England. ## Service to King Henry Barre served King Henry during the king's quarrel with Thomas Becket, the Archbishop of Canterbury, who had gone into exile in 1164 over the dispute about the limits of royal authority over the English Church. Because of Barre's close ties to King Henry, Becket considered him one of the king's "evil counselors", and Barre was the subject of denunciations by the archbishop. In late August 1169, Barre was in Normandy with Henry, where Barre was part of a group of ecclesiastics advising the king on how to resolve the Becket dispute. In September 1169, Barre was sent along with two other clerks to Rome to complain about the behaviour of papal envoys during negotiations with Becket held at the beginning of September. The papal negotiators at first agreed to a compromise, but the next day claimed that the proposal was unacceptable. With the failure of the negotiations, Becket restored the sentences of excommunication on a number of royal officials, but Barre was not included among those specifically named even though many of his colleagues were. The historian Frank Barlow argues that Barre was not specifically named in the restoration of excommunications, as Becket considered him already excommunicated because of his association with those under the church's ban. During January and February 1170 the king sent Barre on a diplomatic mission to the pope in Rome, on a matter related to the king's dispute with Becket. The mission attempted to secure the rescinding of the excommunication of those whom Becket had placed under clerical ban, but it was unsuccessful; rumours circulated that the mission sought and secured papal permission for the coronation of King Henry's eldest living son by someone other than Becket. When Becket protested to Pope Alexander III over this usurpation of the right of the archbishop to crown English kings, Alexander not only stated that no such permission had been granted but threatened to suspend or depose any bishop who crowned Henry's heir. Barlow thinks it possible that Barre received a verbal agreement from the pope in January to allow the coronation, but there is no written evidence that Alexander agreed to allow the coronation in 1170. After Becket's murder in December 1170 King Henry sent Barre to Rome, accompanied by the Archbishop of Rouen, the bishops of Évreux and Worcester, and other royal clerks, to plead the royal case with the papacy. The mission's objective was to make it clear to Alexander that Henry had had nothing to do with Becket's murder and that the king was horrified that it had taken place. Barre was at first refused a meeting with Alexander, but eventually the envoys were allowed to meet with the pope. Although the mission was not a complete success, the royal commission did manage to persuade the papacy not to impose an interdict, or ban on clerical rites, on England or to excommunicate the king. Shortly afterwards Barre was granted the office of Archdeacon of Lisieux, probably as a reward for his efforts in Rome in 1171. In September he was named a royal justice. He was named chancellor to King Henry's eldest living son Henry for a brief period in 1172 and 1173, but when the younger Henry rebelled against his father and sought refuge at the French royal court, Barre refused to join him in exile and returned to the king's service. Barre took with him the younger Henry's seal. In addition to the Lisieux archdeaconry, Barre held the prebend of Hurstborne and Burbage in the Diocese of Salisbury from 1177 and the prebend of Moreton and Whaddon in the Diocese of Hereford from 1180 through 1184. He continued to hold the archdeaconry at Lisieux until 1188, and was at Lisieux for most of the late 1170s and 1180s. In 1179 he was at Rouen for the display of the body of Saint Romanus and was one of the witnesses to the event. While holding his Norman archdeaconry, he gave land to the abbey of St-Pierre-sur-Dives along with Ralph, Bishop of Lisieux. In February or March 1198, King Henry sent Barre on a diplomatic mission to the continent with letters to Frederick Barbarossa, the German Emperor; Béla II, the King of Hungary; and Isaac II Angelos, the Emperor at Constantinople, seeking assistance for his projected crusade. Barre carried letters to the three rulers requesting passage through their lands and the right to procure supplies. Nothing came of this mission, as Henry died in 1189 before the crusade could set off. ## Later years and death After the death of King Henry, Barre joined the service of William Longchamp, the Bishop of Ely, who was justiciar and Lord Chancellor. Longchamp named Barre as Archdeacon of Ely, with the appointment occurring before 4 July 1190. Longchamp sent Barre as a royal justice to the counties near Ely in 1190. However, Longchamp was driven into exile in late 1191 owing to the hostility of the English nobility and Richard's brother Prince John during Richard's absence on the Third Crusade. Longchamp's exile meant that Barre did not serve as a royal justice again until King Richard I returned to England in 1194. Although Longchamp eventually returned to England, he did not return to his diocese, and much of the administration of Ely would have devolved on Barre during Longchamp's absence. Barre was one of the main royal justices between 1194 and 1199. He also served as a lawyer for the new Bishop of Ely, Eustace, who was elected in August 1197. But Barre had incurred the hostility of the king's younger brother Prince John, and when John succeeded Richard as king in 1199, Barre ceased to be employed as a royal justice, instead returning to Ely and business in his clerical office. His last sure mention in the historical record is on 9 August 1202, when he was serving as a judge-delegate for Pope Innocent III, but he may have been alive as late as 1213, as he was part of a papal panel deciding a case that can only be securely dated to between 1198 and 1213. Barre maintained his friendship with Stephen of Tournai, who corresponded with him later in their lives. ## Literary work Barre wrote a work on the Bible entitled Compendium de veteri et novo testamento, which he dedicated to Longchamp. The work arranged passages from the Bible under topics, and then annotated the passages with marginal notations such as were done with glosses on Roman law. It is still extant in two manuscript (MS) copies, MS British Library Harley 3255, and Lambeth Palace MS 105. The Harley manuscript is shorter than the Lambeth manuscript. Richard Sharpe, a modern historian who studied both works, stated that the Harley manuscript "provides [a] well structured and systematic (though not complete) coverage of the whole Bible." Because of the dedication to William Longchamp as "bishop, legate, and chancellor", it is likely that the work was composed between January 1190 and October 1191, as Longchamp only held those three offices together during that period. The prologue to the work describes it as something to be used privately, and thus Sharpe feels that it was not intended to be a publicly published work; instead Barre may have intended it for Longchamp's private use in preparing sermons. A third copy of Barre's Compendium may have existed at Leicester Abbey, where a late-15th-century library catalogue records a work by Barre on the Bible that the catalogue titles "Compendium Ricardi Barre super utroque testamento". The title and contents make this manuscript likely to be a copy of the Compendium. The same catalogue also records five books once owned by Barre—copies of Gratian's Decretum, Justinian's Codex, glossed copies of the Psalter and some of the Epistles of Paul, as well as Peter Lombard's Sentences. Also, another Leicester Abbey manuscript records some satirical verses that were said to have been written by Barre.
69,688,601
Röhm scandal
1,173,794,487
1931–32 political scandal in Germany
[ "1931 in politics", "1932 in politics", "LGBT history in Germany", "LGBT-related political scandals", "Night of the Long Knives", "Political sex scandals in Germany" ]
The Röhm scandal resulted from the public disclosure of Nazi politician Ernst Röhm's homosexuality by anti-Nazis in 1931 and 1932. As a result of the scandal, Röhm became the first known homosexual politician. Röhm was an early member of the Nazi Party and was close to party leader Adolf Hitler. In the late 1920s, he lived in Bolivia where he wrote letters to a friend, Karl-Günther Heimsoth, in which he candidly discussed his sexual orientation. Röhm's double life began to fall apart when he returned to Germany in 1930 and was appointed leader of the Sturmabteilung (SA), the Nazi Party's original paramilitary wing. Although the Social Democratic Party of Germany (SPD) and the Communist Party of Germany supported the repeal of Paragraph 175, the German law criminalizing homosexuality, both parties used homophobia to attack their Nazi opponents and inaccurately portrayed the Nazi Party as dominated by homosexuals. Their goal was to prevent or delay the Nazi seizure of power, which ultimately occurred in early 1933. Beginning in April 1931, the SPD newspaper Münchener Post published a series of front-page stories about alleged homosexuality in the SA, which turned out to be based on forgeries. SPD leaders set out to obtain authentic evidence of Röhm's sexuality and, if possible, convict him under Paragraph 175. Röhm was tried five times, but never convicted. During the German presidential election in March 1932, the SPD released a pamphlet edited by ex-Nazi Helmuth Klotz [de] with Röhm's letters to Heimsoth. This second round of disclosures sparked a plot by some Nazis to murder Röhm, which fell through and resulted in additional negative press for the party. The scandal came to national attention as a result of the beating of Klotz by Nazi deputies in the Reichstag building on 12 May 1932 as revenge for his publication of Röhm's letters. Many Germans saw this attack on democracy as more important than Röhm's personal life. The Nazis' electoral performance was not affected by the scandal, but it affected their ability to present themselves as the party of moral renewal. Hitler defended Röhm during the scandal. The latter became completely dependent on Hitler due to loss of support in the Nazi Party. Hitler had Röhm and his friends murdered in 1934, citing both his homosexuality and alleged treachery. After the purge, the Nazi government systematically persecuted homosexual men. ## Background Ernst Röhm (1887–1934) was one of the early leaders of the Nazi Party and built up its paramilitary wing, the Sturmabteilung (SA), which violently attacked communists and other perceived enemies of the German people. He was a friend of later German dictator Adolf Hitler and in 1923 he was convicted of treason for his role in the Beer Hall Putsch. After he was elected to the Reichstag and went to live in Berlin in 1924, he frequented homosexual establishments, including the Eldorado club. In 1929, Röhm joined the homosexual association Bund für Menschenrecht (League for Human Rights) and became known to many figures in Berlin's homosexual community. Röhm resented having to conceal his sexual orientation and was as open about it as it was possible to be without stating it. In 1925, a man he had hired as a prostitute robbed him; Röhm reported the man to the police. Although Hitler found out about this incident, he did not take action. ### Röhm–Heimsoth letters In 1928, the homosexual, nationalist physician Karl-Günther Heimsoth wrote a letter to Röhm questioning a passage in the latter's autobiography, Die Geschichte eines Hochverräters ("The Story of an Arch-Traitor"). As part of a denunciation of conservative, bourgeois morality, Röhm had written, "The struggle against the cant, deceit and hypocrisy of today's society must take its starting point from the innate nature of the drives that are placed in men from the cradle ... If the struggle in this area is successful, then the masks can be torn from the dissimilation in all areas of the human social and legal order." He blamed bourgeois morality for causing suicide. Röhm's arguments about morality found little support among other Nazis. Heimsoth asked if Röhm intended this passage as a criticism of Paragraph 175, the German law prohibiting sex between men. Röhm replied, stating "You have understood me completely!" He told Heimsoth that he had initially intended to be more explicit, but toned the passage down on the advice of friends. Röhm and Heimsoth befriended each other and spent time together at homosexual meeting places in Berlin. They corresponded while Röhm was in Bolivia, where he had emigrated in 1928 to work as a military advisor. Both men saw their homosexuality as compatible with Nazism; Heimsoth hoped that Röhm could lead the Nazi Party to become accepting of homosexuality. In his letters, Röhm discussed his sexual orientation in unambiguous language, once describing himself as "same-sex orientated" (gleichgeschlechtlich) and saying he had an aversion to women. ### Political views of homosexuality In 1928, the Nazi Party responded negatively to a questionnaire about their view of Paragraph 175, declaring "Anyone who even thinks of homosexual love is our enemy." Nazi politicians regularly railed against homosexuality, claiming that it was a Jewish conspiracy to undermine the German people. They promised to have homosexuals sterilized if they took power. The majority of Nazis held traditional moral beliefs and found Röhm and his associates, some of whom were homosexual, intolerable. At this time any civil servant or officer whose homosexuality was discovered would have been dismissed, regardless of whether a violation of Paragraph 175 could be proven. The SA's tacit tolerance of homosexuals in its own ranks was in contrast to this. This tolerance was dependent on remaining discreet and certainly not publicly known, lest it bring the SA's hypermasculine image into question. Röhm tried to separate his private and political life, but historian Laurie Marhoefer writes that "most Nazis considered supposedly private matters like sexuality intensely public and political". Biographer Eleanor Hancock [de] comments, "If Ernst Röhm was at all revolutionary, he was revolutionary in his demand that National Socialism and German society accept him as he was—a man who desired other men." The Social Democratic Party of Germany (SPD) and Communist Party of Germany (KPD) were the primary supporters of repealing Paragraph 175, but they opportunistically used accusations of homosexuality against political opponents. Contemporaries noted the hypocrisy of this approach. Confronted with the rise of Nazism, they exploited a stereotype associating homosexuality with militarism that had been established during the Eulenburg affair. In 1927, SPD deputies heckled Nazi deputy Wilhelm Frick, shouting "Hitler, heil, heil, heil. Heil Eulenburg!" after Frick called for harsh penalties for homosexuality. The SPD initiated the Röhm scandal in an effort to prevent or delay the Nazi seizure of power at a time when the defenders of the Weimar Republic's democracy sensed that they were running out of options. ## Development of the scandal ### Röhm's return to Germany Röhm returned to Germany at Hitler's request in November 1930, and was officially appointed chief of staff of the SA on 5 January 1931. This appointment was seen by many as the second most powerful office in the Nazi movement, but Röhm's position was weakened by his homosexuality and he was dependent on Hitler's personal support. His predecessor, Franz von Pfeffer, wrote that Röhm had been appointed "probably, also because of his inclinations ... [which] offered a useful point of attack at any time". Röhm's appointment was opposed from the beginning by some in the SA who saw it as cementing the subordination of the SA to the Nazi Party's political wing. His homosexuality was seized upon by those who disagreed with the organizational reforms but could not openly criticize Hitler without breaking with Nazism, because of the Führer principle. Hitler said that the personal life of a Nazi was only a concern for the party if it contradicted the fundamental principles of Nazism. The leader of the Berlin SA, Walther Stennes, rebelled against the SA leadership and declared that he and his followers would "never serve under a notorious homosexual like Röhm and his Pupenjungen (male prostitutes)". On 3 February, Hitler dismissed Stennes's objection, stating, "The SA is not a girls' boarding school." Röhm's appointment of old friends to powerful positions in the SA invoked the ire of his opponents, but contrary to popular perceptions, not all these men were homosexual and they were appointed due to perceived loyalty rather than sexuality. The internal opposition to Röhm intensified in February 1931 when Hitler replaced Stennes by Paul Schulz, who promoted two suspected homosexuals, Edmund Heines and Karl Ernst, within the Berlin SA. Rumor had it that Ernst was only promoted because of an intimate relationship with Paul Röhrbein [de], a friend of Röhm's who was not a member of the party or SA. Many Berlin SA personnel disagreed with these appointments, complaining about the "Röhm-Röhrbein-Ernst Triple Alliance", which was perceived as a homosexual clique. It was incorrectly claimed by Röhm's opponents that "large circles of Berlin party comrades are informed about the gay clubs", and these rivals noted with satisfaction that the perceived homosexual cliques were exposed in the left-wing media. On the night of 26 June, a Nazi named Walter Bergmann was arrested at a Berlin pub where he had found Ernst and Röhrbein together. Bergmann shouted, "Look at these parasites on the party, these Pupenjungen, these damned ass-fuckers who let the party's reputation go to hell." Although Röhm asserted in one of his letters to Heimsoth that the party had become "accustomed to my criminal idiosyncrasy", Marhoefer concludes that this "was wild optimism or self-delusion". Röhm's double life became unsustainable in the face of his higher profile and the rising popularity of the Nazi Party. He became more circumspect than before, avoiding homosexual clubs. His friend Peter Granninger procured young men between 16 and 20 years old and brought them to apartments owned by Granninger and Karl Leon Du Moulin-Eckart [de] for sexual encounters. When an unemployed waiter in Munich, Fritz Reif, tried to blackmail him in April 1931, it was reported in the press. By the beginning of 1931, newspapers started to allude to his homosexuality, leading Nazi propagandist Joseph Goebbels to write in his diary on 27 February that the Nazi Party was seen as "the Eldorado of the 175-ers". ### The 1931 press campaign On 14 April 1931, the SPD newspaper Münchener Post began reporting a series of front-page stories on the "hair-raising depravity in the Section 175 sense" that it argued was rampant in the Nazi Party. The first story claimed that Röhm and Heines were part of a homosexual clique in the SA and that they walked arm-in-arm with Hitler, citing an unnamed former Nazi (possibly Otto Strasser). The second article, published on 23 April, reported on Röhm's dalliances with a male prostitute. The third accused the Nazis of hypocrisy for condemning homosexuality in public but turning a blind eye to homosexuals in its own ranks, reporting that Hitler had ignored various reports of Röhm's homosexuality. The Münchener Post claimed without evidence that German youth were endangered by Röhm's homosexuality and coined the word Röhmisch to describe the alleged moral dissolution of the SA. Other SPD and KPD newspapers repeated the reports. One of the main sources for the stories were alleged letters between Röhm and the former Nazi Eduard Meyer. Röhm wrote in the Nazi newspaper Völkischer Beobachter that Meyer's letters were forged and sued the Münchener Post for libel. The investigation confirmed that Meyer had forged the letters; Meyer was arrested for forgery and killed himself in prison before the trial could begin. Coverage of the scandal in the left-wing media diminished, but the rumors persisted. Röhm's homosexuality was cited as part of a broader pattern in which it was argued that the Nazis did not "possess the moral qualities" requisite for leadership. In September 1931 the SPD's Hamburger Echo [de] brought up "the gay (schwul) captain Röhm" in response to a Nazi political poster calling for "a clean Germany, a true family life". ### Trials against Röhm, 1931-1932 Observing the Meyer debacle, SPD leaders decided to find authentic evidence of Röhm's homosexuality to charge him under Paragraph 175. The Berlin police, under the jurisdiction of Prussian interior minister Carl Severing (SPD), often declined to enforce this law but opened an investigation against Röhm based on the testimony of waiter Fritz Reif. The police confiscated the letters between Röhm and Heimsoth and interrogated both men. Under interrogation, Röhm admitted to bisexuality and said that he had masturbated with other men, but never violated Paragraph 175. On 6 June 1931, a trial against Röhm opened. Reif testified that he and a friend, hotel employee Peter Kronninger, had participated in mutual masturbation with Röhm in late 1930 in a hotel room. Reif said that when he did not receive the money he was promised, he ended up going to the police. Röhm and Kronninger denied the incident. The trial was eventually dropped for lack of evidence. In all, Röhm was unsuccessfully tried five times in 1931 and 1932, but the prosecution was never able to prove that he had violated Paragraph 175. It was especially difficult to obtain evidence for a crime committed in private. ### Helmuth Klotz's pamphlet (March 1932) The SPD decided to publish the Röhm–Heimsoth letters during the 1932 German presidential election in which Hitler was running against incumbent Paul Hindenburg. The former Nazi turned anti-fascist publicist Helmuth Klotz [de] prepared a 17-page pamphlet titled Der Fall Röhm (The Röhm Case) that contained facsimiles of three letters. In early March 1932, the SPD printed and mailed 300,000 copies of the pamphlet to important Germans including politicians, army officers, doctors, teachers, and notaries. In the pamphlet, Klotz argued: "This fish stinks from its head. Decay reaches deep into the ranks of the NSDAP" (Nazi Party). He asserted that a party that tolerated homosexuality in its highest echelons must intend to "poison the Volk [,] ... destroy [its] moral strength" and would lead to the decline of Germany similar to the decline of ancient Rome. Klotz claimed that leaving Röhm in his position would make the Nazis complicit in "crimes of having knowingly and intentionally furthered the seduction of German youths into becoming homosexual minions". In his pamphlet, Klotz claimed that "By publishing the Röhm letters, I make no value judgment against homosexuals", but he did not notice or care that the campaign against Röhm stirred up hatred of homosexuals as well as Nazis. Röhm sued in an attempt to stop the distribution of the letters, but the lawsuit was thrown out of court as he did not assert that the letters were fakes. The court ruled that there was no illegality in the publication of genuine letters. Röhm admitted to other Nazis that he had written them. The court cases attempting to halt the distribution of the pamphlet regularly featured in the Hamburger Echo for months. SPD newspapers soon picked up on Klotz's pamphlet, publishing excerpts of the letters. The allegations against Röhm found their way into election posters and stickers. The campaign did not target Röhm as much as Hitler and the entire Nazi movement, smearing them as ridden with homosexuality and suggesting that German youth were morally endangered. On 6 April, four days before the second round of the presidential election, Hitler defended Röhm and declared that he would remain the SA chief of staff. Röhm later told the Nazi Franz von Hörauf [de] that he had offered his resignation, but Hitler had refused it. Many Nazis were astonished that Hitler had not broken with Röhm, both because of their own prejudices and because they thought he harmed the party's chances of gaining political power. Konstantin Hierl worried the scandal would "break the faith of the masses in the strength and purity of the National Socialist Movement" and hurt the party among conservative voters that Hitler needed to poach from Hindenburg. Historian Andrew Wackerfuss argues that Hitler supported Röhm because of a combination of personal affection, Röhm's professional competence, and a defensive support for his own appointment. In an effort to protect the Nazi Party from the scandal, in March 1932 Walter Buch put ex-Nazi Emil Danzeisen [de] in charge of a plot to murder Röhm. The plan called for killing Röhm, du Moulin-Eckart, and Röhm's press officer Georg Bell [de] at the Brown House and framing the KPD. Danzeisen engaged the unemployed architect Karl Horn as a hitman, but Horn told the intended victims and the plan fell through. Röhm tried to put an end to the plot quietly by telling Hitler and Heinrich Himmler, while du Moulin-Eckart and Cajetan Graf von Spreti reported it to the Munich police. The plot became public knowledge when covered by the Münchener Post on 8 April. Danzeisen, but not Buch, was tried and convicted for his role in the plot, generating additional negative press coverage for the Nazi Party into late 1932. Although most media did not report on the scandal until May 1932, Marhoefer argues that knowledge of the scandal was widespread before then. The scandal was unpleasant for the Nazi Party, but it did not affect their electoral performance. Although Hindenburg won the election on the second ballot, Hitler obtained 37 percent of the vote. Historian Larry Eugene Jones [de] writes, "At the very least, the revelations about Röhm were an unwelcome distraction [for Hitler's campaign] ... at worst a damaging blow to the Hitler's credibility as a worthy claimant to the high office of Reich president". On 4 March, the Minister President of Prussia, Otto Braun (SPD), asked Chancellor Heinrich Brüning to bring the Röhm–Heimsoth letters to Hindenburg's attention. Hindenburg remarked privately that in the Kaiserreich, a man in Röhm's situation would have been given a pistol to shoot himself. The scandal made it more difficult for Hindenburg to appoint Hitler chancellor as the latter requested on a meeting on 13 August, accompanied by Röhm and Frick. Hindenburg found it "downright disgusting" to have to meet Röhm and "shake hands with the Hinterlader (faggot)". ### Assault of Helmuth Klotz in the Reichstag (May 1932) On 12 May 1932, Klotz visited the Reichstag café to meet SPD chairman Otto Wels. After Wels was called away to a vote, Klotz was recognized by Heines, who had entered the café with a group of Nazi deputies. Heines shouted something to the effect of "You're the hoodlum who published the pamphlet!" and slapped him across the face. The Nazis subsequently assaulted him with their fists and a chair, but fled when a waiter and other deputies intervened. Two policemen appeared at the scene and offered to escort Klotz outside so he could identify his attackers. Klotz agreed, but outside the café they were set upon by dozens of Nazis who assaulted them. Multiple witnesses reported hearing someone shout, "I'll beat him to death." Someone called Klotz's wife and told her to come to the Reichstag "to collect his bones". Since parliament was in session at the time of the attack, Reichstag president Paul Löbe (SPD) ordered the maximum suspension (30 days) of Heines, Hans Krause [de], Fritz Weitzel, and Wilhelm Stegmann [de] for assaulting Klotz. He announced that he had called the police to restore order and arrest the four Nazis, who refused to leave. At this news, the entire Nazi Reichstag delegation, 107 men, shouted, "Heil Hitler!" Dozens of policemen under the command of Bernhard Weiß entered the plenary, but were heckled by antisemitic slurs directed at Weiß, who was Jewish. The police struggled to identify the Nazis that they were trying to arrest, although they ultimately succeeded. The ensuing chaos was such that Löbe had to discontinue the parliament's session. A brawl between Nazi and SPD deputies in the plenary was narrowly avoided. The Reichstag never met again before the July 1932 German federal election. The attack and subsequent trial made the headlines of widely read national newspapers. On 14 May, Krause was acquitted; Heines, Stegmann, and Weitzel were convicted and sentenced to three months in jail. The judge condemned the Nazi deputies for their hooliganism in the Reichstag building, a holy site of democracy, when they could have chosen non-violent methods of resolving their dispute with Klotz. As a result of the attack on Klotz, the Röhm scandal was widely covered on the front pages of German newspapers, although the nature of the scandal was not always specified in the press coverage. Nevertheless, the scandal did not significantly affect the July election. The scandal had not died out by 11 January 1933, when the Münchener Post published an article speculating that Hitler would dismiss Röhm. ## Press coverage The Nazi press responded to the scandal mostly by ignoring it and sometimes by denying nonspecific allegations against Röhm, claiming that they were fabrications by socialists and Jews. It also exaggerated Röhm's military activities in Bolivia, falsely claiming that he was offered the position of Chief of Staff of the Bolivian Army. Marhoefer argues that even convinced Nazi opponents did not necessarily use Röhm's sexuality to attack the party, and argues that this was a success of the homosexual movement in convincing Germans that private sexuality was not their concern: "It is difficult to imagine the national media in the 1930s in a country other than Germany reacting to a homosexual sex scandal about a leading politician with such restraint." Some conservatives and Nazi sympathizers who opposed homosexual emancipation nevertheless portrayed Röhm's sexuality as a matter not of public concern, and Marhoefer argues that this is a sign of acceptance that homosexuality did not necessarily entail expulsion from public life. Nevertheless, she states, "The highly public, persuasive allegations about Röhm's sexuality made it tough for the NSDAP to campaign as a party of moral renewal." After the Klotz attack, the main message in press coverage was the exposure of the Nazis' violent methods, their "rule of fists" (Faustrecht) as opposed to the rule of law, and antipathy for democracy. Röhm's homosexuality was an issue of secondary or tertiary importance. This was the case for those as far left as the SPD and as far right as the German National People's Party (DVNP). A wide range of conservatives and liberals blamed Klotz for bringing up the issue of Röhm's sexuality. While a considerable number of right-wing papers were hostile to democracy and justified the attack on Klotz, others were uneasy with what they saw as Nazi thuggishness. The Nazi-sympathizing Berliner Lokal-Anzeiger held that "above all the Reichstag building is not the right place to take revenge or vengeance with a series of ear-boxings", although it also condemned Klotz's pamphlet. Far-right Erich Ludendorff published a pamphlet titled "General Ludendorff Says: Let's Get Out of This Brown Swamp!" in which he attacked Hitler for supporting Röhm. The title alluded to the ancient German practice of drowning homosexuals in swamps. Ludendorff's pamphlet was favorably covered by the left-wing media. The general tenor of the coverage by the SPD was to appeal to homophobia in order to discredit Nazism, and portray homosexuality as embedded in the Nazi Party. For example, Vorwärts appealed to the "healthy people's sentiment [de]" using Nazi terminology, and implied that any boy or young man joining the Hitler Youth or SA was in danger of homosexual predation. Antifascist papers frequently tied together the Nazis' alleged homosexuality with their violence and murder. In October 1932, the Hamburger Echo published a satirical letter from the point of view of a young stormtrooper who does not realize he is the subject of homosexual advances, positing that the SA seduced innocent youth into homosexuality, radical politics, and militarism. Although the KPD had declined to publish the Heimsoth letters, after the scandal broke it responded inconsistently. In the KPD newspaper Welt am Abend [de] it was argued that Röhm abused his position of power to take advantage of economically vulnerable workers. Die Rote Fahne argued that the NSDAP was a breeding ground for homosexuality and Röhm was unsuitable as a youth leader. Only a few leftists criticized the outing. One of these was Kurt Tucholsky, who wrote in Die Weltbühne, "We oppose the disgraceful Paragraph 175 wherever we can; therefore we must not join the choir of those among us who want to banish a man from society because he is homosexual." In contrast to the left-wing press, homosexual activists emphasized the hypocrisy of the Nazi Party. While homosexual associations such as the League of Human Rights and the Scientific-Humanitarian Committee (WhK) opposed Nazism, they condemned the outing, arguing that Röhm's private life should remain private. Both the WhK and Friedrich Radszuweit, the leader of the League of Human Rights, criticized the SPD for exploiting homophobia to attack the Nazi Party. Although the WhK, whose leadership was dominated by Jews and leftists, understood the existential threat of Nazism, they nevertheless rejected outing as a tactic. Radszuweit wrote that the Nazis' dispute was with the Jews rather than homosexuals, and argued that Röhm's political survival suggested that the Nazis would soon drop their support for Paragraph 175. Bisexual activist Adolf Brand wrote, "when someone ... would like to set in the most damaging way the intimate love contacts of others under degrading control—in that moment his own love-life also ceases to be a private matter". Brand warned that homosexual SA men were "carrying their hangman's rope in their pockets". In the edition of his memoirs published in late 1933, Röhm condemned the scandal, calling it "a large-scale moral campaign ... unprecedented in its shamelessness and meanness". ## Aftermath and legacy Röhm developed even more enemies within the party as a result of the disclosure of his homosexuality and became increasingly isolated. In 1932, he admitted that he had become personally dependent on Hitler, telling Kurt Lüdecke: "My position is so precarious. I can't be too exigent ... I stick to my job, following him blindly, loyal to the utmost—there's nothing else left me." In April 1933, one of Hitler's conservative backers, Reichsbank president Hjalmar Schacht, deplored Röhm and his "homosexual clique" to which he attributed great political power. Röhm was appointed Reich minister without portfolio in Hitler's cabinet in December 1933 and reluctantly confirmed by Hindenburg, thus becoming "probably the first previously known homosexual in a German government" according to historian Michael Schwartz [de]. No other Weimar political party had a known homosexual in its leadership. In 1934, Schulz reflected that any other party in the Weimar Republic would have gotten rid of Röhm within an hour. Marhoefer argues that Röhm became the world's "first openly gay politician" as a result of the scandal. Although the Nazis were willing to temporarily tolerate Röhm and some other homosexuals within its ranks as long as they were useful, the party never adopted this as a general principle or changed its views on homosexuality. ### The homosexual–Nazi stereotype The Röhm scandal fueled the persistent but false notion that the Nazi Party was dominated by homosexuals, a recurring theme in 1930s left-wing propaganda. In the aftermath of the scandal, leftist paramilitaries began to taunt the SA with shouts of, "Hot Röhm" (Geil Röhm), "Heil Gay" (Schwul Heil) or "SA, Trousers Down!" (SA, Hose runter!), which almost always started a fight. Anti-Nazi jokes alluded to Röhm's homosexuality, such as the following on the ideal German: "Blond like Hitler, tall like Goebbels, slim like Göring, and chaste like Röhm." Sopade reports prepared in 1934 indicated that many Germans had heard of the Röhm scandal before 1933 and associated it with the SPD. The worldwide bestseller The Brown Book of the Reichstag Fire and Hitler Terror (1933)—a brainchild of KPD politician Willi Münzenberg—claimed that Röhm's assistant Bell, who was murdered in early 1933 in Austria, had been his pimp and had procured Reichstag arsonist Marinus van der Lubbe for Röhm. The book claimed that a clique of homosexual stormtroopers led by Heines set the Reichstag fire; van der Lubbe remained behind and agreed to accept the sole blame because of his desperation for affection; Bell was killed to cover it up. There was no evidence for these claims, and in fact Heines was several hundred kilometers away at the time. Wackerfuss states that Reichstag conspiracy appealed to antifascists because of their preexisting belief that "the heart of the Nazis' militant nationalist politics lay in the sinister schemes of decadent homosexual criminals". In 1933, the persistent scandal around Röhm and other homosexual Nazis was one of the motivations for the criminalization of homosexuality in the Soviet Union—homosexuality was claimed to be a danger to the state and a fascist perversion. Soviet writer Maxim Gorky asserted, "If you just root out all the homosexuals—then fascism will vanish!" ### Röhm purge In mid-1934, Hitler had Röhm, along with most of his close political friends, killed during what he termed the "Night of the Long Knives". Nazi propaganda claimed that Hitler had recently discovered Röhm's homosexuality, and that the murders were a defense against a coup by the SA to overthrow the government. The stereotype of homosexual men as treacherous conspirators connected these justifications. Hitler's explanation was widely accepted by the German public. Wackerfuss argues that, "By deploying public panic against homosexuality, Hitler and the Nazi media won support for their illegal murders and laid further foundations for unchecked state violence." Anti-fascists echoed the Nazis in emphasizing homosexuality as a reason for the purge; Münzenberg claimed that the Nazis killed the SA leadership to eliminate the witnesses to the Nazis' perpetration of the Reichstag fire. After the purge, homosexual men in Nazi Germany were systematically persecuted. According to Werner Best, Himmler believed that the capture of the state by homosexuals had been narrowly averted. Himmler became determined to hunt down and eradicate homosexual cliques in the Nazi security apparatus. By 1945, Nazi leaders were praising Röhm's ideas about reforming the army and ultimately blaming his homosexuality (rather than their murder of him) for the failure to put these ideas into practice, which they held responsible for the loss of World War II. Goebbels claimed that if Röhm had not been "a homosexual and an anarchist ... in all probability some hundred generals rather than some hundred SA leaders would have been shot on 30 June". In 1950s West Germany, during the Cold War, the Federal Ministry of Justice cited the Röhm affair as an example of what they called the "danger of homosexual subversion", to justify retention of the Nazis' more punitive revision of Paragraph 175.
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Nancy Cartwright
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American actress
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Nancy Jean Cartwright (born October 25, 1957) is an American actress. She is the long-time voice of Bart Simpson on the animated television series The Simpsons, for which she has received a Primetime Emmy Award for Outstanding Voice-Over Performance and an Annie Award for Best Voice Acting in the Field of Animation. Cartwright also voices other characters for the show, including Nelson Muntz, Ralph Wiggum, Todd Flanders, Kearney, Database, and Maggie. She is also the voice of Chuckie Finster in the Nickelodeon series Rugrats and its spin-off All Grown Up!, succeeding Christine Cavanaugh. Cartwright was born in Dayton, Ohio. She moved to Hollywood in 1978 and trained under voice actor Daws Butler. Her first professional role was voicing Gloria in the animated series Richie Rich, which she followed with a starring role in the television movie Marian Rose White (1982) and her first feature film, Twilight Zone: The Movie (1983). In 1987, Cartwright auditioned for a role in a series of animated shorts about a dysfunctional family that was to appear on The Tracey Ullman Show. Cartwright intended to audition for the role of Lisa Simpson, the middle child; when she arrived at the audition, she found the role of Bart—Lisa's brother—to be more interesting. Matt Groening, the series' creator, allowed her to audition for Bart and offered her the role on the spot. She voiced Bart for three seasons on The Tracey Ullman Show, and in 1989, the shorts were spun off into a half-hour show called The Simpsons. Besides The Simpsons, Cartwright has also voiced numerous other animated characters, including Daffney Gillfin in Snorks, Mellissa Screetch in Toonsylvania, Rufus in Kim Possible, Mindy in Animaniacs, Pistol in Goof Troop, the Robots in Crashbox, Margo Sherman in The Critic, Todd Daring in The Replacements, and Charles "Chuckie" Finster in Rugrats and All Grown Up! (a role she assumed in 2002, following the retirement of Christine Cavanaugh). In 2000, she published her autobiography, My Life as a 10-Year-Old Boy, and four years later, adapted it into a one-woman play. In 2017, she wrote and produced the film In Search of Fellini. ## Early life Nancy Jean Cartwright was born in Dayton, Ohio, Frank and Miriam Cartwright's fourth of six children. She grew up in Kettering, Ohio, and discovered her talent for voices at an early age. While in the fourth grade at the school of St. Charles Borromeo, she won a school-wide speech competition with her performance of Rudyard Kipling's How the Camel Got His Hump. Cartwright attended Fairmont West High School, and participated in the school's theater and marching band. She regularly entered public speaking competitions, placing first in the "Humorous Interpretation" category at the National District Tournament two years running. The judges often suggested to her that she should perform cartoon voices. Cartwright graduated from high school in 1976 and accepted a scholarship from Ohio University. She continued to compete in public speaking competitions; during her sophomore year, she placed fifth in the National Speech Tournament's exposition category with her speech "The Art of Animation". In 1976, Cartwright landed a part-time job doing voice-overs for commercials on WING radio in Dayton. A representative from Warner Bros. Records visited WING and later sent Cartwright a list of contacts in the animation industry. One of these was Daws Butler, known for voicing characters such as Huckleberry Hound, Snagglepuss, Elroy Jetson, Spike the Bulldog, and Yogi Bear. Cartwright called him and left a message in a Cockney accent on his answering machine. Butler immediately called her back and agreed to be her mentor. He mailed her a script and instructed her to send him a tape recording of herself reading it. Once he received the tape, Butler critiqued it and sent her notes. For the next year, they continued in this way, completing a new script every few weeks. Cartwright described Butler as "absolutely amazing, always encouraging, always polite". Cartwright returned to Ohio University for her sophomore year, but transferred to the University of California, Los Angeles (UCLA) so she could be closer to Hollywood and Butler. Her mother, Miriam, died late in the summer of 1978. Cartwright nearly changed her relocation plans but, on September 17, 1978, "joylessly" left for Westwood, Los Angeles. ## Career ### Early career While attending UCLA, which did not have a public speaking team, Cartwright continued training as a voice actress with Butler. She recalled, "every Sunday I'd take a 20-minute bus ride to his house in Beverly Hills for a one-hour lesson and be there for four hours ... They had four sons, they didn't have a daughter and I kind of fitted in as the baby of the family." Butler introduced her to many of the voice actors and directors at Hanna-Barbera. After she met the director Gordon Hunt, he asked her to audition for a recurring role as Gloria in Richie Rich. She received the part, and later worked with Hunt on several other projects. At the end of 1980, Cartwright signed with a talent agency and landed a lead role in a pilot for a sitcom called In Trouble. Cartwright described the show as "forgettable, but it jump-started my on-camera career". She graduated from UCLA in 1981 with a degree in theater. During the summer, Cartwright worked with Jonathan Winters as part of an improvisation troupe at Kenyon College in Gambier, Ohio. Returning to Los Angeles, Cartwright won the lead role in the television movie Marian Rose White. Janet Maslin, a critic for The New York Times, described Cartwright as "a chubby, lumbering, slightly cross-eyed actress whose naturalness adds greatly to the film's impact". Cartwright replied by sending Maslin a letter insisting she was not cross-eyed, and included a photograph. Later, Cartwright auditioned for the role of Ethel, a girl who becomes trapped in a cartoon world in the third segment of Twilight Zone: The Movie. She met with director Joe Dante and later described him as "a total cartoon buff, and once he took a look at my resume and noticed Daws Butler's name on it, we were off and running, sharing anecdotes about Daws and animation. After about twenty minutes, he said, 'considering your background, I don't see how I could cast anyone but you in this part!'" It was her first role in a feature film. The segment was based on The Twilight Zone television series episode "It's a Good Life", which was later parodied in The Simpsons episode "Treehouse of Horror II" (1991). Cartwright continued to do voice work for projects including Pound Puppies, Popeye and Son, Snorks, My Little Pony and Saturday Supercade. She joined a "loop group", and recorded vocals for characters in the background of films, although in most cases the sound was turned down so that very little of her voice was heard. She did minor voice-over work for several films, including The Clan of the Cave Bear (1986), Silverado (1985), Sixteen Candles (1984), Back to the Future Part II, and The Color Purple (1985). Cartwright also voiced a shoe that was "dipped" in acid in Who Framed Roger Rabbit (1988), describing it as her first "off-screen death scene", and worked to correctly convey the emotion involved. In 1985, she auditioned for a guest spot as Cynthia in Cheers. The audition called for her to say her line and walk off the set. Cartwright decided to take a chance on being different and continued walking, leaving the building and returning home. The production crew was confused, but she received the part. In search of more training as an actress, Cartwright joined a class taught by Hollywood coach Milton Katselas. He recommended that Cartwright study La Strada, a 1956 Italian film starring Giulietta Masina and directed by Federico Fellini. She began performing "every imaginable scene" from La Strada in her class and spent several months trying to secure the rights to produce a stage adaptation. She visited Italy with the intention of meeting Fellini and requesting his permission in person. Although they never met, Cartwright kept a journal of the trip and later wrote a one-woman play called In Search of Fellini, partially based on her voyage. The play was co-written by Peter Kjenaas, and Cartwright won a Drama-Logue Award after performing it in Los Angeles in 1995. In a 1998 interview, she stated her intention to make it into a feature film, which she succeeded in doing in 2017. ### The Simpsons Cartwright voices the character Bart Simpson on the long-running animated television show The Simpsons. On March 13, 1987, she auditioned for a series of animated shorts about a dysfunctional family that was to appear on The Tracey Ullman Show, a sketch comedy program. Cartwright had intended to audition for the role of Lisa Simpson, the elder daughter. After arriving at the audition, she found that Lisa was simply described as the middle child and at the time did not have much personality. Cartwright became more interested in the role of Bart, described as "devious, underachieving, school-hating, irreverent, [and] clever". Creator Matt Groening let her try out for Bart and gave her the job on the spot. Bart's voice came naturally to Cartwright, as she had previously used elements of it in My Little Pony, Snorks, and Pound Puppies. Cartwright describes Bart's voice as easy to perform compared with other characters. The recording of the shorts was often primitive; the dialog was recorded on a portable tape deck in a makeshift studio above the bleachers on the set of The Tracey Ullman Show. Cartwright, the only cast member to have been professionally trained in voice acting, described the sessions as "great fun". However, she wanted to appear in the live-action sketches and occasionally showed up for recording sessions early, hoping to be noticed by a producer. In 1989, the shorts were spun off into a half-hour show on the Fox network called The Simpsons. Bart quickly became the show's breakout personality and one of the most celebrated characters on television—his popularity in 1990 and 1991 was known as "Bartmania". Bart was described as "television's brightest new star" by Mike Boone of The Gazette and was named 1990's "entertainer of the year" by Entertainment Weekly. Despite Bart's fame, however, Cartwright remained relatively unknown. During the first season of The Simpsons, Fox ordered Cartwright not to give interviews, because they did not want to publicize the fact that Bart was voiced by a woman. Cartwright's normal speaking voice is said to have "no obvious traces of Bart", and she believes her role is "the best acting job in the world" since she is rarely recognized in public. When she is recognized and asked to perform Bart's voice in front of children, Cartwright refuses because it "freaks [them] out". Bart's catchphrase "Eat My Shorts" was an ad-lib by Cartwright in one of the original table readings, referring to an incident from her high school days. Once while performing, members of the Fairmont West High School marching band switched their chant from the usual "Fairmont West! Fairmont West!" to the irreverent "Eat my shorts!" Cartwright felt it appropriate for Bart, and improvised the line; it became a popular catchphrase on the show. Cartwright voices several other characters on the show, including Nelson Muntz, Ralph Wiggum, Todd Flanders, Kearney, and Database. She first voiced Nelson in the episode "Bart the General" (season one, 1990). The character was to be voiced by Dana Hill, but Hill missed the recording session and Cartwright was given the role. She developed Nelson's voice on the spot and describes him as "a throat-ripper". Ralph Wiggum had originally been voiced by Jo Ann Harris, but Cartwright was assigned to voice the character in "Bart the Murderer" (season three, 1991). Todd Flanders, the only voice for which Cartwright used another source, is based on Sherman (voiced by Walter Tetley), the boy from Peabody's Improbable History, a series of shorts aired on The Rocky and Bullwinkle Show. Cartwright received a Primetime Emmy Award for Outstanding Voice-Over Performance in 1992 for her performance as Bart in the episode "Separate Vocations" and an Annie Award in 1995 for Best Voice Acting in the Field of Animation. Bart was named one of the 100 most important people of the 20th century by Time, and in 2000, Bart and the rest of the Simpson family were awarded a star on the Hollywood Walk of Fame, located at 7021 Hollywood Boulevard. Until 1998, Cartwright was paid \$30,000 per episode. During a pay dispute in 1998, Fox threatened to replace the six main voice actors and made preparations for casting new actors. The dispute was resolved, however, and Cartwright received \$125,000 per episode until 2004, when the voice actors demanded \$360,000 an episode. A compromise was reached after a month, and Cartwright's pay rose to \$250,000 per episode. Salaries were re-negotiated in 2008 with the voice actors receiving approximately \$400,000 per episode. Three years later, with Fox threatening to cancel the series unless production costs were cut, Cartwright and the other cast members accepted a 25 percent pay cut, down to just over \$300,000 per episode. ### Further career In addition to her work on The Simpsons, Cartwright has voiced many other characters on several animated series, including Chuckie Finster in Rugrats and All Grown Up!, Margo Sherman in The Critic, Mindy in Animaniacs, and Rufus the naked mole-rat in Kim Possible. For the role of Rufus, Cartwright researched mole-rats extensively, and became "a font of useless trivia". She was nominated for a Daytime Emmy Award for Outstanding Performer in an Animated Program in 2004 for her work on the show. In 2001, Cartwright took over the Rugrats role of Chuckie Finster when Christine Cavanaugh retired. Cartwright describes Rufus and Chuckie as her two most difficult voices: "Rufus because my diaphragm gets a workout while trying to utilize the 18 vocal sounds a mole makes. Chuckie because ... he's an asthmatic with five personalities rolled into one—plus I have to do the voice the way [Cavanaugh] did it for 10 years." Other television shows that have used her voice work include Galaxy High, God, the Devil and Bob, Goof Troop, Mike, Lu & Og, The Replacements, Pinky and the Brain and Timberwolf. Cartwright has appeared on camera in numerous television shows and films, including Fame, Empty Nest, The Fresh Prince of Bel-Air, Flesh and Blood, Godzilla, and 24. In 2000, Cartwright published her autobiography, My Life as a 10-Year-Old Boy. The book details her career (particularly her experiences as the voice of Bart) and contains stories about life behind the scenes of The Simpsons. Laura A. Bischoff of the Dayton Daily News commented that the book was the "ultimate insider's guide to The Simpsons". Critics complained that the book lacked interesting stories and was aimed mostly at fans of The Simpsons rather than a general audience. Cartwright adapted My Life as a 10-Year-Old Boy into a one-woman play in 2004. Cartwright has performed it at a variety of venues, including the August 2004 Edinburgh Festival Fringe in Scotland. The play received modest reviews, including criticism for a lack of inside stories about The Simpsons, and its "overweeningly upbeat" tone. David Chatterton of The British Theatre Guide described the show as "interesting and entertaining, but not really a 'must see' even for Simpsons fans". Cartwright has shown an interest in stock car racing and as of 2007 was seeking a NASCAR license. In 2001, she founded a production company called SportsBlast and created an online animated series called The Kellys. The series is focused on racing; Cartwright voices a seven-year-old named Chip Kelly. In 2016, Cartwright launched Spotted Cow Entertainment, her own film and television production company, with Peter Kjenaas, Monica Gil and Kevin Burke. With a focus on international audiences, Spotted Cow is seeking "to finance, produce and acquire live action and animated films, television series, as well as entertainment for digital platforms with budgets up to \$15M." With Spotted Cow, Cartwright made her first film as a screenwriter and producer, In Search of Fellini, which was released on September 15, 2017. Based on her own journey to Italy in 1985 in a bid to meet the famed director Federico Fellini, the film fulfilled Cartwright's longtime vision of turning her 1995 one-woman play In Search of Fellini into a movie. ## Personal life Cartwright met Warren Murphy, 24 years her senior, on her birthday in 1988 and married him two months later. In her book, she describes Murphy as her "personal laugh track". The couple had two children, Lucy and Jack, before divorcing in 2002. Cartwright was raised a Roman Catholic but joined the Church of Scientology in 1991. She was awarded Scientology's Patron Laureate Award after donating \$10,000,000, almost twice her annual salary, to the Church in 2007. Cartwright is a contributor to ASIFA-Hollywood's Animation Archive Project. In September 2007, Cartwright received the Make-a-Wish Foundation's Wish Icon Award "for her tremendous dedication to the Foundation's fundraising and wish-fulfillment efforts." In 2005, Cartwright created a scholarship at Fairmont High School "designed to aid Fairmont [graduates] who dream of following in her footsteps and studying speech, debate, drama or music" at Ohio University. In 2005, Cartwright was given the title of Honorary Mayor of Northridge, California (a neighborhood of Los Angeles) by the Northridge Chamber of Commerce. In 2007, Cartwright was in a romantic relationship with contractor Stephen Brackett, a fellow member of Scientology. In early 2008, the couple had made plans to marry, but Brackett died in May 2009, after he "apparently leaped" off the Bixby Creek Bridge in Big Sur, California. In 2012, Cartwright received an honorary doctorate degree in communication from Ohio University, where she was a student from 1976 to 1977 before transferring to UCLA. Cartwright is also a painter, sculptor and philanthropist. She co-founded the Know More About Drugs alliance. ## Filmography ### Live-action #### Film #### Television ### Voice roles ### Film #### Animation #### Video games #### Music videos #### Theme parks #### Web series ### Producer ### Other credits ## Awards
1,765,459
Cerro Azul (Chile volcano)
1,155,312,710
Mountain in Curicó Province, Chile
[ "20th-century volcanic events", "Active volcanoes", "Mountains of Chile", "South Volcanic Zone", "Stratovolcanoes of Chile", "Subduction volcanoes", "VEI-5 volcanoes", "Volcanoes of Maule Region" ]
Cerro Azul (, blue hill in Spanish), sometimes referred to as Quizapu, is an active stratovolcano in the Maule Region of central Chile, immediately south of Descabezado Grande. Part of the South Volcanic Zone of the Andes, its summit is 3,788 meters (12,428 ft) above sea level, and is capped by a summit crater that is 500 meters (1,600 ft) wide and opens to the north. Beneath the summit, the volcano features numerous scoria cones and flank vents. Cerro Azul is responsible for several of South America's largest recorded eruptions, in 1846 and 1932. In 1846, an effusive eruption formed the vent at the site of present-day Quizapu crater on the northern flank of Cerro Azul and sent lava flowing down the sides of the volcano, creating a lava field 8–9 square kilometres (3–3.5 square miles) in area. Phreatic and Strombolian volcanism between 1907 and 1932 excavated this crater. In 1932, one of the largest explosive eruptions of the 20th century occurred at Quizapu Crater and sent 9.5 cubic kilometers (2.3 cu mi) of ash into the atmosphere. The volcano's most recent eruption was in 1967. The South Volcanic Zone has a long history of eruptions and poses a threat to the surrounding region. Any volcanic hazard—ranging from minor ashfalls to pyroclastic flows—could pose a significant risk to humans and wildlife. Despite its inactivity, Cerro Azul could again produce a major eruption; if this were to happen, relief efforts would probably be quickly organized. Teams such as the Volcano Disaster Assistance Program (VDAP) are prepared to effectively evacuate, assist, and rescue people threatened by volcanic eruptions. ## Geography and geology ### Regional setting Volcanism in the Chilean Andes is caused by subduction of the Nazca and Antarctic tectonic plates under the South American Plate. Volcanoes in Chile occur in the Central (CVZ), South (SVZ), and Austral Volcanic Zones (AVZ). The gap that separates the Central and South Volcanic Zones is caused by shallow-angle subduction in the Pampean flat-slab segment where the more buoyant Juan Fernández Ridge subducts under the South American continent. This buoyant region prevents the slab (subducting tectonic plate) from diving deep into the mantle, where the heat and pressure would destabilize the mineral chlorite, releasing water that would in turn cause melting and volcanism. The Patagonian Volcanic Gap, which separates the South and Austral Volcanic Zones, is caused by the subduction of the Chile Ridge, though it is less clear whether this gap also is due to flat-slab subduction; it may instead arise because melting of the subducting slab there produced felsic igneous rocks instead of volcanoes. Offshore volcanism also occurs in Chile. Intraplate volcanism generated from the Easter and Juan Fernández hotspots has formed many Chilean islands, including Isla Salas y Gómez, Easter Island, and the Juan Fernández Islands. Underwater volcanism occurs due to seafloor spreading along the Chile Ridge. Nearly 100 Quaternary (Pleistocene- or Holocene-age) independent volcanoes exist in the country, in addition to 60 volcanic complexes and caldera systems. Of the 200 historically active volcanoes in the Andean Range, 36 are found in Chile. ### Local setting Cerro Azul is part of the South Volcanic Zone, which runs through central and western Chile and extends south to Argentina. This range includes at least nine caldera complexes, more than 70 of Chile's stratovolcanoes and volcanic fields that have been active in the Quaternary, and hundreds of minor eruptive centres. The South Volcanic Zone is the most volcanically active region in Chile, and produces around one eruption per year. Its largest historical eruption was at Quizapu Crater, located on the north side of Cerro Azul's summit (see below), and its most active volcanoes are Llaima and Villarrica. Cerro Azul, just 7 kilometers (4.3 mi) south of Descabezado Grande volcano, is part of the Descabezado Grande–Cerro Azul eruptive system, a volcanic field that comprises its two large namesake volcanic edifices and several smaller vents, including 12 Holocene calderas. Both volcanoes lie on top of the Casitas Shield, a plateau built of over 100 lava flows that erupted in at least 12 volcanic episodes during the Quaternary period. The upper lava layers are dated at 340,000 years. As with the majority of the Andean volcanoes, Cerro Azul is a stratovolcano, meaning that it consists of layers, or strata, of volcanic ash and lava flows. The cone of Cerro Azul has a total volume of about 11 cubic kilometers (3 cu mi), and is a young feature, formed in the Holocene. It is made of agglutinated pyroclasts and some dacite–andesine lavas. The cone has a few volcanic craters; the majority of its eruptions in recorded history have originated from Quizapu Crater on the northern flank of Cerro Azul's cone. Other craters lying on the flanks of the main cone are Caracol ("Snail"), Crater los Quillayes, Crater la Resolana, and Crater sin Nombre ("Nameless Crater"). All of the craters lie between 2,000 and 3,000 meters (6,600 and 9,800 ft) in elevation, except Quizapu, which is 3,292 meters (10,801 ft) up the volcano. The summit of Cerro Azul is crowned by an asymmetric crater about 500 meters (1,640 ft) in diameter. Pleistocene glacial activity is evident in the form of 500 meter (1,640 ft) deep struts in the volcanoes' sides. These deep cuts have revealed strata of older rock. ### Quizapu Crater Quizapu, which formed during the 1846 eruption, is the most prominent crater. It is also known as Cerro del Medio ("Middle Hill") or Volcan Nuevo ("New Volcano"). The volcanic vent formed during an effusive eruption involving hornblende–dacite flows accompanied by tephra, and the crater was excavated by phreatic and Strombolian eruptions between 1907 and 1932. Pent-up pressure within the volcano spawned an enormous Plinian eruption in 1932. The volume of lava ejected during this single event is roughly equal to that ejected during the rest of the eruptive history at Quizapu, since its formation in 1846. Although 9.5 cubic kilometers (2.3 cu mi) of material was ejected, no subsidence was detected from the removal of magma. Because of aerodynamic drag, a Plinian eruption excavates a circular crater. As the earlier eruptions had already formed an approximately circular caldera, the Plinian eruption was able to proceed efficiently, with minimal drag and minimal reshaping of the crater. The Quizapu Crater is almost perfectly circular, and rises to a prominence of 150 to 250 meters (490 to 820 ft) above the surrounding portions of the volcano. Cresting at 3,292 meters (10,801 ft) in elevation, Quizapu is one of the highest known Plinian craters. The radius of the crater floor, which is the current inner vent, is around 150 meters (500 ft), while the radius of its rim is 300–350 meters (980–1,150 ft). The crater floor lies at 2,928 meters (9,606 ft), and the rim lies 150–300 meters (500–1,000 ft) above that, giving the walls an average slope of 34–35 degrees (close to the angle of repose). The western wall is cut by two long, dacitic lava flows: probably the remnants of a dome or an eruption. The crater is surrounded by debris from its 1932 eruption, and topped by layers—50 meters (160 ft) thick—of mafic scoria and ash. ## Climate and vegetation Cerro Azul is situated in a Mediterranean climate zone, characterized by hot and dry summers but mild and wet winters. The temperatures and precipitation are strongly dependent on topography. In the Andes the annual average maximum temperatures lie in the range 20 to 25 °C (68 to 77 °F), while minimum temperatures are below 0 °C (32 °F). Annual precipitation is up to 800 mm (31.5 inches). Vegetation in the Andes varies with elevation. Above 1,600 meters (5,249 ft) the slopes of mountains are covered by Alpine-like steppe, while below there are zones of Nothofagus forest, Hygrophilous forest, Sclerophylous forest, and matorral. The number of plant species is likely to exceed 2,000, although no comprehensive study of the flora of Central Chile has been undertaken. ## Eruptive history Cerro Azul has a history of eruptions dating back to at least 1846. The known events include effusive eruptions (lava flows), which created the Quizapu vent, explosive eruptions, and phreatic eruptions. Pyroclastic flows have also been observed as a result of some of these explosive eruptions. The earliest recorded eruption began on November 26, 1846, while the volcano's last eruption began on August 9, 1967. The volcano has produced two of the largest eruptions in South America in recorded history, in 1846 and 1932. Both released 4–5 cubic kilometers (1.0–1.2 cu mi) of the dacitic magma. ### First record of activity, 1846 On November 26, 1846, Cerro Azul erupted. This was the first report of activity at the volcano, and no trace of fumaroles, adjacent vents, or pre-eruptive activity exists. Most descriptions of the eruption come from the backcountry herdsmen (arrieros). One, who was camped in a valley approximately 7 kilometers (4 mi) east of Quizapu, heard "a great noise and a cloud of ash" emanate from the mountain in the late afternoon. No precursor activity was reported, and the herdsman claimed that there were no earthquakes during the late afternoon eruption. That night, two herdsmen near the site heard a continuous roar, punctuated by loud bangs and crackling sounds "like that of great rockslides". Lightning and thunder accompanied the spectacle. They saw many blue flames, and were choked by sulfurous gas. Observers in Talca 85 kilometers (53 mi) away heard the eruption noises, and the sulfurous odors reached them the day after the eruption. None of the reports mention earthquakes or ash fall, though the crackling and banging sounds could be from block lavas (ʻaʻā). This first recorded eruption of Cerro Azul was effusive, and formed the volcanic vent at Quizapu. Hornblende–dacite lava erupted with small masses of tephra, which had been degassed shortly before the eruption. Lava flowed over the Estero Barroso Valley and westward into the Río Blanquillo Valley. By November 28, the volcano appeared at rest, and the herdsman returned to the place of first observation. There, they found a blocky lava field. The lava was still hot, fuming and crackling with gas and flame. Fascinated by the volcano, Ignacy Domeyko traveled to Chile to study the field and found its width to be 8–9 square kilometers (3.1–3.5 sq mi). By 1992 the field had grown to twice that size. ### Early 20th century Cerro Azul was quiet from 1846 to the beginning of the 20th century. After a possible precursor explosive event in 1903, Cerro Azul once again erupted in 1907. Between 1907 and 1914, plumes and clouds of ash frequently rose out of the caldera, and at least a few of these events were explosive. On September 8, 1914, an explosive eruption sent a plume 6 or 7 kilometers (about 4 mi) into the air over 8 minutes. By 1916, these eruptions had produced a caldera nearly identical to the one in existence today. The volcano also erupted phreatically several times, as recorded by Vogel in 1913 and 1920, with its activity increasing from 1916 to 1926. During these years, the eruptions grew more frequent and more violent. A major outburst on November 2, 1927 started a period of nearly continuous violent eruptions that lasted until 1929. During this period, Cerro Azul sometimes erupted daily, sending columns of ash as far as 6 or 7 kilometers (about 4 mi) into the air. Quizapu Crater grew slightly during this eruptive period. Pre-1932 volcanism was largely phreatic or fumarolic, as evidenced by the lack of tephra generated by these eruptions. Photographs from 1912 show vapor plumes containing little ash, rising 1–2 kilometers (0.6–1.2 mi) above the crater. ### Major eruption, 1932 By 1932, Quizapu had produced many phreatic events and one effusive eruption, but no large Plinian eruptions. This frequency of minor eruptive activity proved to be a precursor for a major eruption. On 25 January 1932, observers in Malargue saw a large black cloud over the summit. By 9 April, the volcano emitted green gas and started to "bellow like a bull". On April 10, Cerro Azul finally erupted, releasing a towering column or plume of white gas. After 10 AM, the plume turned black with ash and began to form an umbrella shape. The ash was carried by wind into Puesto El Tristan in Argentina, about 47 kilometers (29 mi) away, where beginning at 1 PM it rained down for hours. At 4 PM, coarser sandy material and some pumice lapilli began to fall. Cerro Azul's April 1932 eruption was one of the largest of the 20th century. Releasing 9.5 cubic kilometers (2 cu mi) of lava, the volcano ejected primarily dacitic tephra, accompanied by rhyodacite, andesite, and minuscule amounts of andesitic and basaltic scoria. At least one eruptive period lasted for 18 hours, creating an "exceptionally uniform" deposit. Eruption columns, extending 27–30 kilometers (17–19 mi) into the air, were sighted. Phenocrysts were similar to the effusive eruption in 1846. Soon after, both the Tinguiririca and Descabezado Grande volcanoes began erupting, sending clouds of ash 800 kilometers (500 mi) into Argentina. The eruption had a Volcanic Explosivity Index (VEI) of at least 5. Since the eruption of 1932 Quizapu has been quiet. In 1949 and 1967 small ash clouds were reported, while in the 1980s there were no signs of activity other than fumaroles. ## Threats and preparedness Cerro Azul is in the South Volcanic Zone, where many volcanoes pose a threat to human life. Among the other active volcanoes of the South Volcanic Zone are Mount Hudson, Llaima, and Villarrica. Villarrica and Llaima together have more than 80 reported episodes of volcanism since 1558, and at least 40 South Volcanic Zone volcanoes have had Holocene-age eruptions. Every known type of eruption (Hawaiian, Strombolian, Plinian, subplinian, phreatic, phreatomagmatic, and Vulcanian) has occurred at some point in the range. Cerro Azul itself has experienced phreatic, Strombolian, and Plinian activity in human history. The type of eruption tends to correspond with lava composition. Strombolian eruptions at Llaima, Antuco, Villarrica, and elsewhere have been produced by basaltic to basaltic–andesitic activity. Dacitic to rhyolitic lavas have been linked to subplinian and Plinian eruptions, such as those at Quizapu (1932) and Hudson (1991). Because of this variability, volcanic hazards from Cerro Azul and the surrounding region could come in many different forms. Historical eruptions typically have produced lahars, lava flows, and ashfalls. Lava flows and lahars could wipe out entire cities or towns. Ashfall produced by explosive eruptions could interfere with air traffic. Most threatening of all is the risk of pyroclastic flows or avalanches, which have historically traversed as far as 100 kilometers (62 mi) in the region. Past eruptions of Quizapu Crater ejected enormous amounts of ash that traveled as far as Brazil. After the 1932 eruption, the local vegetation was devastated, and the area remained barren until the 1990s, though human life was not impacted. Despite the extent of its eruptions, the threat to humans from Quizapu is relatively small because of the remote location of Cerro Azul. Nevertheless, the size of past eruptions is large enough for scientists to be worried. Evidence of a potentially deadly threat lies in a lahar at Descabezado Grande. Historically, lahars have killed thousands in the Andes. There is, however, a possibility that a large reservoir of rhyodacite magma may exist under the Azul–Descabezado complex. If this is the case, all previous eruptions in 1846–1967 were only preliminary, preclimactic leaks from the large magma chamber beneath, and a large caldera-forming eruption may be expected in the future. If Cerro Azul were to erupt, relief efforts could be orchestrated. The Volcanic Disaster Assistance Program (VDAP) formed in response to the famous 1985 eruption of Nevado del Ruiz in Colombia, and responded to the 1991 eruption of Mount Hudson in Chile. The team's stated aim is to "reduce eruption-caused fatalities and economic losses in developing countries". Made up of various USGS offices (such as the Cascades Volcano Observatory; CVO that are responsible for monitoring Mount St. Helens), the team is outfitted with equipment capable of monitoring any volcano. This equipment allows them to predict volcanic eruptions effectively and rapidly, and to evacuate nearby homes. ## See also - Geology of Chile - List of volcanoes in Chile
660,592
Old Trafford
1,171,786,382
Football stadium in Manchester, England
[ "1910 establishments in England", "1966 FIFA World Cup stadiums", "Buildings and structures in Trafford", "English Football League venues", "FA Cup final venues", "Football venues in Greater Manchester", "Manchester United F.C.", "Olympic football venues", "Premier League venues", "Rugby League World Cup stadiums", "Rugby league stadiums in England", "Rugby union stadiums in England", "Sports venues completed in 1910", "Stretford", "UEFA Euro 1996 stadiums", "UEFA Women's Euro 2022 stadiums", "Venues of the 2012 Summer Olympics" ]
Old Trafford (/ˈtræfərd/) is a football stadium in Old Trafford, Greater Manchester, England, and the home of Manchester United. With a capacity of 74,310 it is the largest club football stadium (and second-largest football stadium overall after Wembley Stadium) in the United Kingdom, and the twelfth-largest in Europe. It is about 0.5 miles (800 m) from Old Trafford Cricket Ground and the adjacent tram stop. Nicknamed "The Theatre of Dreams" by Bobby Charlton, Old Trafford has been United's home ground since 1910, although from 1941 to 1949 the club shared Maine Road with local rivals Manchester City as a result of Second World War bomb damage. Old Trafford underwent several expansions in the 1990s and 2000s, including the addition of extra tiers to the North, West and East Stands, almost returning the stadium to its original capacity of 80,000. Future expansion is likely to involve the addition of a second tier to the South Stand, which would raise the capacity to around 88,000. The stadium's record attendance was recorded in 1939, when 76,962 spectators watched the FA Cup semi-final between Wolverhampton Wanderers and Grimsby Town. Old Trafford has hosted an FA Cup Final, two final replays and was regularly used as a neutral venue for the competition's semi-finals. It has also hosted England fixtures, matches at the 1966 World Cup, Euro 96 and the 2012 Summer Olympics, including women's international football for the first time in its history, and the 2003 Champions League Final. Outside football, it has been the venue for rugby league's annual Super League Grand Final every year except 2020, and the final of Rugby League World Cups in 2000, 2013 and 2022. ## History ### Construction and early years Before 1902, Manchester United were known as Newton Heath, during which time they first played their football matches at North Road and then Bank Street in Clayton. However, both grounds were blighted by wretched conditions, the pitches ranging from gravel to marsh, while Bank Street suffered from clouds of fumes from its neighbouring factories. Therefore, following the club's rescue from near-bankruptcy and renaming, the new chairman John Henry Davies decided in 1909 that the Bank Street ground was not fit for a team that had recently won the First Division and FA Cup, so he donated funds for the construction of a new stadium. Not one to spend money frivolously, Davies scouted around Manchester for an appropriate site, before settling on a patch of land adjacent to the Bridgewater Canal, just off the north end of the Warwick Road in Old Trafford. Designed by Scottish architect Archibald Leitch, who designed several other stadia, the ground was originally designed with a capacity of 100,000 spectators and featured seating in the south stand under cover, while the remaining three stands were left as terraces and uncovered. Including the purchase of the land, the construction of the stadium was originally to have cost £60,000 all told. However, as costs began to rise, to reach the intended capacity would have cost an extra £30,000 over the original estimate and, at the suggestion of club secretary J. J. Bentley, the capacity was reduced to approximately 80,000. Nevertheless, at a time when transfer fees were still around the £1,000 mark, the cost of construction only served to reinforce the club's "Moneybags United" epithet, with which they had been tarred since Davies had taken over as chairman. In May 1908, Archibald Leitch wrote to the Cheshire Lines Committee (CLC) – who had a rail depot adjacent to the proposed site for the football ground – in an attempt to persuade them to subsidise construction of the grandstand alongside the railway line. The subsidy would have come to the sum of £10,000, to be paid back at the rate of £2,000 per annum for five years or half of the gate receipts for the grandstand each year until the loan was repaid. However, despite guarantees for the loan coming from the club itself and two local breweries, both chaired by club chairman John Henry Davies, the Cheshire Lines Committee turned the proposal down. The CLC had planned to build a new station adjacent to the new stadium, with the promise of an anticipated £2,750 per annum in fares offsetting the £9,800 cost of building the station. The station – Trafford Park – was eventually built, but further down the line than originally planned. The CLC later constructed a modest station with one timber-built platform immediately adjacent to the stadium and this opened on 21 August 1935. It was initially named United Football Ground, but was renamed Old Trafford Football Ground in early 1936. It was served on match days only by a shuttle service of steam trains from Manchester Central railway station. It is currently known as Manchester United Football Ground. Construction was carried out by Messrs Brameld and Smith of Manchester and development was completed in late 1909. The stadium hosted its inaugural game on 19 February 1910, with United playing host to Liverpool. However, the home side were unable to provide their fans with a win to mark the occasion, as Liverpool won 4–3. A journalist at the game reported the stadium as "the most handsomest [sic], the most spacious and the most remarkable arena I have ever seen. As a football ground it is unrivalled in the world, it is an honour to Manchester and the home of a team who can do wonders when they are so disposed". Before the construction of Wembley Stadium in 1923, the FA Cup Final was hosted by a number of different grounds around England including Old Trafford. The first of these was the 1911 FA Cup Final replay between Bradford City and Newcastle United, after the original tie at Crystal Palace finished as a no-score draw after extra time. Bradford won 1–0, the goal scored by Jimmy Speirs, in a match watched by 58,000 people. The ground's second FA Cup Final was the 1915 final between Sheffield United and Chelsea. Sheffield United won the match 3–0 in front of nearly 50,000 spectators, most of whom were in the military, leading to the final being nicknamed "the Khaki Cup Final". On 27 December 1920, Old Trafford played host to its largest pre-Second World War attendance for a United league match, as 70,504 spectators watched the Red Devils lose 3–1 to Aston Villa. The ground hosted its first international football match later that decade, when England lost 1–0 to Scotland in front of 49,429 spectators on 17 April 1926. Unusually, the record attendance at Old Trafford is not for a Manchester United home game. Instead, on 25 March 1939, 76,962 people watched an FA Cup semi-final between Wolverhampton Wanderers and Grimsby Town. ### Wartime bombing In 1936, as part of a £35,000 refurbishment, an 80-yard-long roof was added to the United Road stand (now the Sir Alex Ferguson Stand) for the first time, while roofs were added to the south corners in 1938. Upon the outbreak of the Second World War, Old Trafford was requisitioned by the military to be used as a depot. Football continued to be played at the stadium, but a German bombing raid on Trafford Park on 22 December 1940 damaged the stadium to the extent that a Christmas day fixture against Stockport County had to be switched to Stockport's ground. Football resumed at Old Trafford on 8 March 1941, but another German raid on 11 March 1941 destroyed much of the stadium, notably the main stand (now the South Stand), forcing the club's operations to move to Cornbrook Cold Storage, owned by United chairman James W. Gibson. After pressure from Gibson, the War Damage Commission granted Manchester United £4,800 to remove the debris and £17,478 to rebuild the stands. During the reconstruction of the stadium, Manchester United played their "home" games at Maine Road, the home of their cross-town rivals, Manchester City, at a cost of £5,000 a year plus a percentage of the gate receipts. The club was now £15,000 in debt, not helped by the rental of Maine Road, and the Labour MP for Stoke, Ellis Smith, petitioned the Government to increase the club's compensation package, but it was in vain. Though Old Trafford was reopened, albeit without cover, in 1949, it meant that a league game had not been played at the stadium for nearly 10 years. United's first game back at Old Trafford was played on 24 August 1949, as 41,748 spectators witnessed a 3–0 victory over Bolton Wanderers. ### Completion of the master plan A roof was restored to the Main Stand by 1951 and, soon after, the three remaining stands were covered, the operation culminating with the addition of a roof to the Stretford End (now the West Stand) in 1959. The club also invested £40,000 in the installation of proper floodlighting, so that they would be able to use the stadium for the European games that were played in the late evening of weekdays, instead of having to play at Maine Road. In order to avoid obtrusive shadows being cast on the pitch, two sections of the Main Stand roof were cut away. The first match to be played under floodlights at Old Trafford was a First Division match between Manchester United and Bolton Wanderers on 25 March 1957. However, although the spectators would now be able to see the players at night, they still suffered from the problem of obstructed views caused by the pillars that supported the roofs. With the 1966 FIFA World Cup fast approaching, at which the stadium would host three group matches, this prompted the United directors to completely redesign the United Road (north) stand. The old roof pillars were replaced in 1965 with modern-style cantilevering on top of the roof, allowing every spectator a completely unobstructed view, while it was also expanded to hold 20,000 spectators (10,000 seated and 10,000 standing in front) at a cost of £350,000. The architects of the new stand, Mather and Nutter (now Atherden Fuller), rearranged the organisation of the stand to have terracing at the front, a larger seated area towards the back, and the first private boxes at a British football ground. The east stand – the only remaining uncovered stand – was developed in the same style in 1973. With the first two stands converted to cantilevers, the club's owners devised a long-term plan to do the same to the other two stands and convert the stadium into a bowl-like arena. Such an undertaking would serve to increase the atmosphere within the ground by containing the crowd's noise and focusing it onto the pitch, where the players would feel the full effects of a capacity crowd. Meanwhile, the stadium hosted its third FA Cup Final, hosting 62,078 spectators for the replay of the 1970 final between Chelsea and Leeds United; Chelsea won the match 2–1. The ground also hosted the second leg of the 1968 Intercontinental Cup, which saw Estudiantes de La Plata win the cup after a 1–1 draw. The 1970s saw the dramatic rise of football hooliganism in Britain, and a knife-throwing incident in 1971 forced the club to erect the country's first perimeter fence, restricting fans from the Old Trafford pitch. ### Conversion to all-seater With every subsequent improvement made to the ground since the Second World War, the capacity steadily declined. By the 1980s, the capacity had dropped from the original 80,000 to approximately 60,000. The capacity dropped still further in 1990, when the Taylor Report recommended, and the government demanded that all First and Second Division stadia be converted to all-seaters. This meant that £3–5 million plans to replace the Stretford End with a brand new stand with an all-standing terrace at the front and a cantilever roof to link with the rest of the ground had to be drastically altered. This forced redevelopment, including the removal of the terraces at the front of the other three stands, not only increased the cost to around £10 million, but also reduced the capacity of Old Trafford to an all-time low of around 44,000. In addition, the club was told in 1992 that they would only receive £1.4 million of a possible £2 million from the Football Trust to be put towards work related to the Taylor Report. The club's resurgence in success and increase in popularity in the early 1990s ensured that further development would have to occur. In 1995, the 30-year-old North Stand was demolished and work quickly began on a new stand, to be ready in time for Old Trafford to host three group games, a quarter-final and a semi-final at Euro 96. The club purchased the Trafford Park trading estate, a 20-acre (81,000 m<sup>2</sup>) site on the other site of United Road, for £9.2 million in March 1995. Construction began in June 1995 and was completed by May 1996, with the first two of the three phases of the stand opening during the season. Designed by Atherden Fuller, with Hilstone Laurie as project and construction managers and Campbell Reith Hill as structural engineers, the new three-tiered stand cost a total of £18.65 million to build and had a capacity of about 25,500, raising the capacity of the entire ground to more than 55,000. The cantilever roof would also be the largest in Europe, measuring 58.5 m (192 ft) from the back wall to the front edge. Further success over the next few years guaranteed yet more development. First, a second tier was added to the East Stand. Opened in January 2000, the stadium's capacity was temporarily increased to about 61,000 until the opening of the West Stand's second tier, which added yet another 7,000 seats, bringing the capacity to 68,217. It was now not only the biggest club stadium in England but the biggest in all of the United Kingdom. Old Trafford hosted its first major European final three years later, playing host to the 2003 UEFA Champions League Final between Milan and Juventus. From 2001 to 2007, following the demolition of the old Wembley Stadium, the England national football team was forced to play its games elsewhere. During that time, the team toured the country, playing their matches at various grounds from Villa Park in Birmingham to St James' Park in Newcastle. From 2003 to 2007, Old Trafford hosted 12 of England's 23 home matches, more than any other stadium. The latest international to be held at Old Trafford was England's 1–0 loss to Spain on 7 February 2007. The match was played in front of a crowd of 58,207. ### 2006 expansion Old Trafford's most recent expansion, which took place between July 2005 and May 2006, saw an increase of around 8,000 seats with the addition of second tiers to both the north-west and north-east quadrants of the ground. Part of the new seating was used for the first time on 26 March 2006, when an attendance of 69,070 became a new Premier League record. The record continued to be pushed upwards before reaching its current peak on 31 March 2007, when 76,098 spectators saw United beat Blackburn Rovers 4–1, meaning that just 114 seats (0.15% of the total capacity of 76,212) were left unoccupied. In 2009, a reorganisation of the seating in the stadium resulted in a reduction of the capacity by 255 to 75,957, meaning that the club's home attendance record would stand at least until the next expansion. Old Trafford celebrated its 100th anniversary on 19 February 2010. In recognition of the occasion, Manchester United's official website ran a feature in which a memorable moment from the stadium's history was highlighted on each of the 100 days leading up to the anniversary. From these 100 moments, the top 10 were chosen by a panel including club statistician Cliff Butler, journalist David Meek, and former players Pat Crerand and Wilf McGuinness. At Old Trafford itself, an art competition was run for pupils from three local schools to create their own depictions of the stadium in the past, present and future. Winning paintings were put on permanent display on the concourse of the Old Trafford family stand, and the winners were presented with awards by artist Harold Riley on 22 February. An exhibition about the stadium at the club museum was opened by former goalkeeper Jack Crompton and chief executive David Gill on 19 February. The exhibition highlighted the history of the stadium and features memorabilia from its past, including a programme from the inaugural match and a 1:220 scale model hand-built by model artist Peter Oldfield-Edwards. Finally, at Manchester United's home match against Fulham on 14 March, fans at the game received a replica copy of the programme from the first Old Trafford match, and half-time saw relatives of the players who took part in the first game – as well as those of the club chairman John Henry Davies and stadium architect Archibald Leitch – taking part in the burial of a time capsule of Manchester United memorabilia near the centre tunnel. Only relatives of winger Billy Meredith, wing-half Dick Duckworth and club secretary Ernest Mangnall could not be found. Old Trafford was used as a venue for several matches in the football competition at the 2012 Summer Olympics. The stadium hosted five group games, a quarter-final and semi-final in the men's tournament, and one group game and a famous semi-final in the women's tournament, the first women's international matches to be played there. Since 2006, Old Trafford has also been used as the venue for Soccer Aid, a biennial charity match initially organised by singer Robbie Williams and actor Jonathan Wilkes; however, in 2008, the match was played at Wembley Stadium. On 27 March 2021, Old Trafford hosted its first game of the Manchester United women's team, with West Ham United as the opposition in the Women's Super League. Exactly one year on, Manchester United's women's team face Everton at Old Trafford in front of a crowd for the first time (the 2021 game was behind closed doors due to the COVID-19 pandemic). A crowd of 20,241 attended the match, marking the highest home attendance of the women's team, and saw Manchester United come out with a 3–1 victory. On 6 July 2022, Old Trafford hosted the opening match of UEFA Women's Euro 2022 between England and Austria, in front of a record attendance for the Women's European Championships of 68,871 – the second highest women's football attendance in the United Kingdom. Old Trafford was included in the United Kingdom and Republic of Ireland's shortlist of stadiums to host UEFA Euro 2028 however was not included on the final list of 10. ## Structure and facilities The Old Trafford pitch is surrounded by four covered all-seater stands, officially known as the Sir Alex Ferguson (North), East, Sir Bobby Charlton (South) and West Stands. Each stand has at least two tiers, with the exception of the Sir Bobby Charlton Stand, which only has one tier due to construction restrictions. The bottom tier of each stand is split into Lower and Upper sections, the Lower sections having been converted from terracing in the early 1990s. ### Sir Alex Ferguson Stand The Sir Alex Ferguson Stand, formerly known as the United Road stand and the North Stand, runs over the top of United Road. The stand is three tiers tall, and can hold about 26,000 spectators, the most of the four stands. It can also accommodate a few fans in executive boxes and hospitality suites. It opened in its current state in 1996, having previously been a single-tiered stand. As the ground's largest stand, it houses many of the ground's more popular facilities, including the Red Café (a Manchester United theme restaurant/bar) and the Manchester United museum and trophy room. Originally opened in 1986 as the first of its kind in the world, the Manchester United museum was in the south-east corner of the ground until it moved to the redeveloped North Stand in 1998. The museum was opened by Pelé on 11 April 1998, since when numbers of visitors have jumped from 192,000 in 1998 to more than 300,000 visitors in 2009. The North Stand was renamed as the Sir Alex Ferguson Stand on 5 November 2011, in honour of Alex Ferguson's 25 years as manager of the club. A 9-foot (2.7 m) statue of Ferguson, sculpted by Philip Jackson, was erected outside the stand on 23 November 2012 in recognition of his status as Manchester United's longest-serving manager. ### Sir Bobby Charlton Stand Opposite the Sir Alex Ferguson Stand is the Sir Bobby Charlton Stand, formerly Old Trafford's main stand and previously known as the South Stand. Although only a single-tiered stand, the Sir Bobby Charlton Stand contains most of the ground's executive suites, and also plays host to any VIPs who may come to watch the match. Members of the media are seated in the middle of the Upper South Stand to give them the best view of the match. The television gantry is also in the Sir Bobby Charlton Stand, so the Sir Bobby Charlton Stand is the one that gets shown on television least often. Television studios are located at either end of the Sir Bobby Charlton Stand, with the club's in-house television station, MUTV, in the East studio and other television stations, such as the BBC and Sky, in the West studio. The dugout is in the centre of the Sir Bobby Charlton Stand, raised above pitch level to give the manager and his coaches an elevated view of the game. Each team's dugout flanks the old players' tunnel, which was used until 1993. The old tunnel is the only remaining part of the original 1910 stadium, having survived the bombing that destroyed much of the stadium during the Second World War. On 6 February 2008, the tunnel was renamed the Munich Tunnel, as a memorial for the 50th anniversary of the 1958 Munich air disaster. The current tunnel is in the South-West corner of the ground, and doubles as an entrance for the emergency services. If large vehicles require access, then the seating above the tunnel can be raised by up to 25 feet (7.6 m). The tunnel leads up to the players' dressing room, via the television interview area, and the players' lounge. Both the home and away dressing rooms were re-furbished for the 2018–19 season, and the corridor leading to the two was widened and separated to keep the opposing teams apart. On 3 April 2016, the South Stand was renamed the Sir Bobby Charlton Stand before kick-off of the Premier League home match against Everton, in honour of former Manchester United player Sir Bobby Charlton, who made his Manchester United debut 60 years earlier. ### West Stand Perhaps the best-known stand at Old Trafford is the West Stand, also known as the Stretford End. Traditionally, the stand is where the hard-core United fans are located, and also the ones who make the most noise. Originally designed to hold 20,000 fans, the Stretford End was the last stand to be covered and also the last remaining all-terraced stand at the ground before the forced upgrade to seating in the early 1990s. The reconstruction of the Stretford End, which took place during the 1992–93 season, was carried out by Alfred McAlpine. When the second tier was added to the Stretford End in 2000, many fans from the old "K Stand" moved there, and decided to hang banners and flags from the barrier at the front of the tier. So ingrained in Manchester United culture is the Stretford End, that Denis Law was given the nickname "King of the Stretford End", and there is now a statue of Law on the concourse of the stand's upper tier. ### East Stand The East Stand at Old Trafford was the second to be converted to a cantilever roof, following the Sir Alex Ferguson Stand. It is also commonly referred to as the Scoreboard End, as it was the location of the scoreboard. The East Stand can currently hold nearly 12,000 fans, and is the location of both the disabled fans section and the away section; an experiment involving the relocation of away fans to the third tier of the Sir Alex Ferguson Stand was conducted during the 2011–12 season, but the results of the experiments could not be ascertained in time to make the move permanent for the 2012–13 season. The disabled section provides for up to 170 fans, with free seats for carers. Old Trafford was formerly divided into sections, with each section sequentially assigned a letter of the alphabet. Although every section had a letter, it is the K Stand that is the most commonly referred to today. The K Stand fans were renowned for their vocal support for the club, and a large array of chants and songs, though many of them have relocated to the second tier of the Stretford End. The East Stand has a tinted glass façade, behind which the club's administrative centre is located. These offices are the home to the staff of Inside United, the official Manchester United magazine, the club's official website, and its other administrative departments. Images and advertisements are often emblazoned on the front of the East Stand, most often advertising products and services provided by the club's sponsors, though a tribute to the Busby Babes was displayed in February 2008 to commemorate the 50th anniversary of the Munich air disaster. Above the megastore is a statue of Sir Matt Busby, who was Manchester United's longest-serving manager until he was surpassed by Sir Alex Ferguson in 2010. There is also a plaque dedicated to the victims of the Munich air disaster on the south end of the East Stand, while the Munich Clock is at the junction of the East and South Stands. On 29 May 2008, to celebrate the 40th anniversary of Manchester United's first European Cup title, a statue of the club's "holy trinity" of George Best, Denis Law and Bobby Charlton, entitled "The United Trinity", was unveiled across Sir Matt Busby Way from the East Stand, directly opposite the statue of Busby. The Manchester United club shop has had six different locations since it was first opened. Originally, the shop was a small hut near to the railway line that runs alongside the ground. The shop was then moved along the length of the South Stand, stopping first opposite where away fans enter the ground, and then residing in the building that would later become the club's merchandising office. A surge in the club's popularity in the early 1990s led to another move, this time to the forecourt of the West Stand. With this move came a great expansion and the conversion from a small shop to a "megastore". Alex Ferguson opened the new megastore on 3 December 1994. The most recent moves came in the late 1990s, as the West Stand required room to expand to a second tier, and that meant the demolition of the megastore. The store was moved to a temporary site opposite the East Stand, before taking up a 17,000 square feet (1,600 m<sup>2</sup>) permanent residence in the ground floor of the expanded East Stand in 2000. The floor space of the megastore was owned by United's kit sponsors, Nike, who operated the store until the expiry of their sponsorship deal at the end of July 2015, when ownership reverted to the club. ### Pitch and surroundings The pitch at the ground measures approximately 105 metres (115 yd) long by 68 metres (74 yd) wide, with a few metres of run-off space on each side. The centre of the pitch is about nine inches higher than the edges, allowing surface water to run off more easily. As at many modern grounds, 10 inches (25 cm) under the pitch is an underground heating system, composed of 23 miles (37 km) of plastic pipes. Former club manager Alex Ferguson often requested that the pitch be relaid, most notably half-way through the 1998–99 season, when the team won the Treble, at a cost of about £250,000 each time. The grass at Old Trafford is watered regularly, though less on wet days, and mowed three times a week between April and November, and once a week from November to March. In the mid-1980s, when Manchester United Football Club owned the Manchester Giants, Manchester's basketball franchise, there were plans to build a 9,000-seater indoor arena on the site of what is now Car Park E1. However, the chairman at the time, Martin Edwards, did not have the funds to take on such a project, and the basketball franchise was eventually sold. In August 2009, the car park became home to the Hublot clock tower, a 10-metre (32 ft 10 in)-tall tower in the shape of the Hublot logo, which houses four 2-metre (6 ft 7 in)-diameter clock faces, the largest ever made by the company. The east side of the stadium is also the site of Hotel Football, a football-themed hotel and fan clubhouse conceived by former Manchester United captain Gary Neville. The building is located on the east side of Sir Matt Busby Way and on the opposite side of the Bridgewater Canal from the stadium, and can accommodate up to 1,500 supporters. It opened in the summer of 2015. The venture is conducted separately from the club and was funded in part by proceeds from Neville's testimonial match. ## Future In 2009, it was reported that United continued to harbour plans to increase the capacity of the stadium further, with the next stage pointing to a redevelopment of the Sir Bobby Charlton Stand, which, unlike the rest of the stadium, remains single tier. A replication of the Sir Alex Ferguson Stand development and North-East and North-West Quadrants would see the stadium's capacity rise to an estimated 95,000, which would give it a greater capacity than Wembley Stadium (90,000). Any such development is likely to cost around £100 million, due to the proximity of the railway line that runs adjacent to the stadium, and the corresponding need to build over it and thus purchase up to 50 houses on the other side of the railway. Nevertheless, the Manchester United group property manager confirmed that expansion plans are in the pipeline – linked to profits made from the club's property holdings around Manchester – saying "There is a strategic plan for the stadium ... It is not our intention to stand still". In March 2016 (ten years after the previous redevelopment), talk of the redevelopment of the Sir Bobby Charlton Stand re-emerged. In order to meet accessibility standards at the stadium, an £11 million investment was made into upgrading its facilities, creating 118 new wheelchair positions and 158 new amenity seats in various areas around the stadium, as well as a new purpose-built concourse at the back of the Stretford End. Increasing capacity for disabled supporters is estimated to reduce overall capacity by around 3,000. To mitigate the reduction in capacity, various expansion plans have been considered, such as adding a second tier to the Sir Bobby Charlton Stand, bringing it to a similar height to the Sir Alex Ferguson Stand opposite but without a third level and increasing capacity to around 80,000. Replication of the corner stands on the other side of the stadium would further increase its capacity to 88,000 and increase the number of executive facilities. Housing on Railway Road and the railway line itself have previously impeded improvements to the Sir Bobby Charlton Stand, but the demolition of housing and engineering advances mean that the additional tier could now be built at reduced cost. In 2018, it was reported that plans are currently on hold due to logistical issues. The extent of the work required means that any redevelopment is likely to be a multi-season project, due to the need to locate heavy machinery in areas of the stadium currently inaccessible or occupied by fans during match days and the fact that the stand currently holds the changing rooms, press boxes and TV studios. Club managing director Richard Arnold has said that "it isn't certain that there's a way of doing it which doesn't render us homeless." This would mean that Manchester United would have to leave Old Trafford for the duration of the works – and while Tottenham Hotspur were able to use the neutral Wembley Stadium for two seasons while their own new stadium was built, the only stadia of comparable size anywhere near Old Trafford are local rivals Manchester City's City of Manchester Stadium, or possibly Anfield, home of historic rivals Liverpool, neither of which are considered viable. In 2021 United co-chairman Joel Glazer said at a Fans Forum meeting that "early-stage planning work" for the redevelopment of Old Trafford and the club's Carrington training ground was underway. This followed "increasing criticism" over the lack of development of the ground since 2006. The club is considering tearing down the current stadium and building an entirely new one on the same site, but this is believed to be the "least likely choice". ## Other uses ### Rugby league Old Trafford has played host to both codes of rugby football, although league is played there with greater regularity than union. Old Trafford has hosted every Rugby League Premiership Final since the 1986–87 season, in addition to the competition's successor, the Super League Grand Final from 1998. The first rugby league match to be played at Old Trafford was held during the 1924–25 season, when a Lancashire representative side hosted the New Zealand national team, with Manchester United receiving 20 per cent of the gate receipts. The first league match to be held at Old Trafford came in November 1958, with Salford playing against Leeds under floodlights in front of 8,000 spectators. The first rugby league Test match played at Old Trafford came in 1986, when Australia beat Great Britain 38–16 in front of 50,583 spectators in the first test of the 1986 Kangaroo tour. The 1989 World Club Challenge was played at Old Trafford on 4 October 1989, with 30,768 spectators watching Widnes beat the Canberra Raiders 30–18. Old Trafford also hosted the second Great Britain vs Australia Ashes tests on both the 1990 and 1994 Kangaroo Tours. The stadium also hosted the semi-final between England and Wales at the 1995 Rugby League World Cup; England won 25–10 in front of 30,042 fans. The final rugby league international played at Old Trafford in the 1990s saw Great Britain record their only win over Australia at the ground in 1997 in the second test of the Super League Test series in front of 40,324 fans. When the Rugby League World Cup was hosted by Great Britain, Ireland and France in 2000, Old Trafford was chosen as the venue for the final; the match was contested by Australia and New Zealand, and resulted in a 40–12 win for Australia, watched by 44,329 spectators. Old Trafford was also chosen to host the 2013 Rugby League World Cup final. The game, played on 30 November, was won by Australia 34–2 over defending champions New Zealand, and attracted a crowd of 74,468, a world record for a rugby league international. During the game, Australia winger Brett Morris suffered a heavy crash into the advertising boards at the Stretford End, emphasising questions raised pre-match over the safety of Old Trafford as a rugby league venue, in particular the short in-goal areas and the slope around the perimeter. In January 2019, Old Trafford was selected to host the 2021 Rugby League World Cup finals, with the men's and women's matches being played as a double header. Due to the COVID-19 pandemic, 2020 was the first year in which Old Trafford did not host the Super League Grand Final due to concerns about having to possibly reschedule the match, which Manchester United were unable to accommodate. ### Rugby union Old Trafford hosted its first rugby union international in 1997, when New Zealand defeated England 25–8. A second match was played at Old Trafford on 6 June 2009, when England beat Argentina 37–15. The stadium was one of 12 confirmed venues set to host matches of the 2015 Rugby World Cup; however, in April 2013 United pulled out of the contract over concerns about pitch quality and not wanting to compromise their relationship with the 13-man code. ### Other sports Before the Old Trafford football stadium was built, the site was used for games of shinty, the traditional game of the Scottish Highlands. During the First World War, the stadium was used by American soldiers for games of baseball. On 17 September 1981, the North Section of cricket's Lambert & Butler Floodlit Competition was played there; in the semi-finals, Nottinghamshire defeated Derbyshire and Lancashire beat Yorkshire, before Lancashire beat Nottinghamshire by 8 runs in the final to reach the national final, played between the other regional winners at Stamford Bridge the next day. In October 1993, a WBC–WBO Super-Middleweight unification fight was held at the ground, with around 42,000 people paying to watch WBO champion Chris Eubank fight WBC champion Nigel Benn. ### Concerts and other functions Aside from sporting uses, several concerts have been played at Old Trafford, with such big names as Bon Jovi, Genesis, Bruce Springsteen, Status Quo, Rod Stewart and Simply Red playing. An edition of Songs of Praise was recorded there in September 1994. Old Trafford is also regularly used for private functions, particularly weddings, Christmas parties and business conferences. The first wedding at the ground was held in the Premier Suite in February 1996. ## Records The highest attendance recorded at Old Trafford was 76,962 for an FA Cup semi-final between Wolverhampton Wanderers and Grimsby Town on 25 March 1939. However, this was before the ground was converted to an all-seater stadium, allowing many more people to fit into the stadium. Old Trafford's record attendance as an all-seater stadium currently stands at 76,098, set at a Premier League game between Manchester United and Blackburn Rovers on 31 March 2007. Old Trafford's record attendance for a non-competitive game is 74,731, set on 5 August 2011 for a pre-season testimonial between Manchester United and New York Cosmos. The lowest recorded attendance at a competitive game at Old Trafford in the post-War era was 11,968, as United beat Fulham 3–0 on 29 April 1950. However, on 7 May 1921, the ground hosted a Second Division match between Stockport County and Leicester City for which the official attendance was just 13. This figure is slightly misleading as the ground also contained many of the 10,000 spectators who had stayed behind after watching the match between Manchester United and Derby County earlier that day. The highest average attendance at Old Trafford over a league season was 75,826, set in the 2006–07 season. The greatest total attendance at Old Trafford came two seasons later, as 2,197,429 people watched Manchester United win the Premier League for the third year in a row, the League Cup, and reach the final of the UEFA Champions League and the semi-finals of the FA Cup. The lowest average attendance at Old Trafford came in the 1930–31 season, when an average of 11,685 spectators watched each game. ## Transport Adjacent to the Sir Bobby Charlton Stand of the stadium is Manchester United Football Ground railway station. The station is between the Deansgate and Trafford Park stations on the Southern Route of Northern Rail's Liverpool to Manchester line. It originally served the stadium on matchdays only, but the service was stopped at the request of the club for safety reasons. The stadium is serviced by the Altricham, Eccles, South Manchester and Trafford Park lines of the Manchester Metrolink network, with the nearest stops being Wharfside, Old Trafford (which it shares with the Old Trafford Cricket Ground) and Exchange Quay at nearby Salford Quays. All three stops are less than 10 minutes' walk from the football ground. Buses 255 and 256, which are run by Stagecoach Manchester and 263, which is run by Arriva North West run from Piccadilly Gardens in Manchester to Chester Road, stopping near Sir Matt Busby Way, while Stagecoach's 250 service stop outside Old Trafford on Wharfside Way and X50 service stops across from Old Trafford on Water's Reach. There are also additional match buses on the 255 service, which run between Old Trafford and Manchester city centre. Other services that serve Old Trafford are Arriva's 79 service (Stretford – Swinton), which stops on Chester Road and 245 (Altrincham – Exchange Quay), which stops on Trafford Wharf Road, plus First Greater Manchester service 53 (Cheetham – Pendleton) and Stagecoach's 84 service (Withington Hospital – Manchester), which stop at nearby Trafford Bar tram stop. The ground also has several car parks, all within walking distance of the stadium; these are free to park in on non-matchdays.
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Jane Cobden
1,152,221,026
English suffragist (1851–1947)
[ "1851 births", "1947 deaths", "British women's rights activists", "English feminists", "English suffragists", "Liberal Party (UK) politicians", "People from Heyshott", "People from Paddington" ]
Emma Jane Catherine Cobden (28 April 1851 – 7 July 1947) was a British Liberal politician who was active in many radical causes. A daughter of the Victorian reformer and statesman Richard Cobden, she was an early proponent of women's rights, and was one of two women elected to the inaugural London County Council in 1889. Her election was controversial; legal challenges to her eligibility hampered and eventually prevented her from serving as a councillor. From her youth Jane Cobden, together with her sisters, sought to protect and develop the legacy of her father. She remained committed throughout her life to the "Cobdenite" issues of land reform, peace, and social justice, and was a consistent advocate for Irish independence from Britain. The battle for women's suffrage on equal terms with men, to which she made her first commitment in 1875, was her most enduring cause. Although she was sympathetic and supportive of those, including her sister Anne Cobden-Sanderson, who chose to campaign using militant, illegal methods, she kept her own activities within the law. She stayed in the Liberal Party, despite her profound disagreement with its stance on the suffrage issue. After her marriage to the publisher Thomas Fisher Unwin in 1892, Jane Cobden extended her range of interests into the international field, in particular advancing the rights of the indigenous populations within colonial territories. As a convinced anti-imperialist she opposed the Boer War of 1899–1902, and after the establishment of the Union of South Africa in 1910 she attacked its introduction of segregationist policies. In the years prior to the First World War she opposed Joseph Chamberlain's tariff reform crusade on the grounds of her father's free trade principles, and was prominent in the Liberal Party's revival of the land reform issue. In the 1920s she largely retired from public life, and in 1928 presented the old Cobden family residence, Dunford House, to the Cobden Memorial Association as a conference and education centre dedicated to the issues and causes that had defined Cobdenism. ## Early years ### Family background and childhood Jane Cobden was born on 28 April 1851 in Westbourne Terrace, London. She was the third daughter and fourth child of Richard Cobden, who at the time of her birth was a Radical MP for the West Riding. With John Bright he had co-founded the Anti-Corn Law League which in the 1840s had spearheaded the successful campaign for the abolition of the Corn Laws. Jane's mother was Catherine Anne, née Williams, the daughter of a timber merchant from Machynlleth in Wales; the older Cobden children were Richard ("Dick"), born 1841; Kate, born 1844; and Ellen, born 1848. Two further daughters followed Jane: Anne, born 1853, and Lucy, born 1861. In the 1830s Richard had handed control of his prosperous calico-printing business to his brothers, so that he could concentrate on public service. By 1849 the business was failing and Richard was close to financial ruin. He was saved from bankruptcy by a public subscription which not only settled his debts but also enabled him to acquire the farmhouse in which he had been born in 1804, at Dunford, near Heyshott in Sussex. He rebuilt the property as a large villa, Dunford House, which became Jane Cobden's childhood home from the beginning of 1854. In April 1856 Dick, who was at school at Weinheim in Germany, died there after a short illness. The news was a devastating shock to the family, and caused Richard's temporary withdrawal from public life. This hiatus was prolonged when, in 1857, he lost his parliamentary seat. He returned to the House of Commons in May 1859, as Liberal MP for Rochdale. Because of his many absences from home, on parliamentary and other business, Richard Cobden was a somewhat remote figure to his daughters, although his letters indicate that he felt warmly towards them and that he wished to direct their political education. In later years they would all acknowledge his influence over their ideas. Both parents impressed on the girls their responsibilities for the poor in the local community; Jane Cobden's 1864 diary records visits to homes and workhouses. She and her younger sister Anne, at the ages of 12 and 10 respectively, taught classes in the local village school. The girls were encouraged by their father to contribute what money they possessed to relieve local poverty: "Do not keep the money ... as you have now made up your minds to give it to poor sufferers, let your own neighbours have it. Your Mama will tell you how to dispose of it, and tell me all about it". ### Sisterhood Richard Cobden died after a severe bronchial attack on 2 April 1865, a few weeks before Jane's 14th birthday. There followed a time of domestic uncertainty and financial worry, eventually resolved by a pension from the government of £1,500 a year, and the establishment of a "Cobden Tribute Fund" by his friends and followers. After their father's death Jane and Anne attended Warrington Lodge school in Maida Hill but, following a disagreement the nature of which is unclear, both were removed from the school—"thrown on my hands", their mother complained. In this difficult time, Catherine did not withdraw into seclusion; in 1866 she supervised the re-publication of her husband's Political Writings, and in the same year became one of the 1,499 signatories to the "Ladies Petition", an event that the historian Sophia Van Wingerden marks as the beginning of the organised women's suffrage movement. In 1869 Dunford House was let. Catherine and her four younger daughters moved to a house in South Kensington—the eldest, Kate, had married in 1866. The ménage proved unsatisfactory; Ellen, Jane and Anne were now displaying considerable independence of spirit, and differences of opinion arose between mother and daughters. Catherine moved out, taking the youngest daughter Lucy, and went to Wales where she lived until her death in 1877. In South Kensington, Ellen, Jane and Anne, often joined by Kate, established a sisterhood determined both to preserve Richard Cobden's memory and works and to uphold his principles and radical causes by actions of their own. Together they stopped publication of a memoir of their father, sponsored by his former colleagues and compiled by a family friend, Julie Salis Schwabe. This caused some offence; Schwabe had given the family financial and emotional support after Richard's death. However, Jane in particular wanted a more substantial memorial, and secured the services of John Morley, whose biography of Richard Cobden was published in 1881. During these years Jane often travelled abroad. In London, she and her sisters extended their range of acquaintances into literary and artistic circles; among their new friends were the writer George MacDonald and the Pre-Raphaelites William and Jane Morris and Edward Burne-Jones. Ellen later married the painter Walter Sickert. Jane developed an interest in the question of women's suffrage after attending a conference in London, in 1871. In 1875 she made a specific commitment to this cause, although she did not become active in the movement for several years. In the meantime, in 1879, she helped to found the Cobden Club in Heyshott, close to her father's birthplace. ## Early campaigns ### Women's suffrage From the late 1870s the Cobden sisters began to follow different pathways. Anne married Thomas Sanderson in 1882; inspired by her friendships within the Morris circle, her interests turned towards arts and crafts and eventually to socialism. After her marriage to Sickert failed, Ellen became a novelist. Jane became an active Liberal, on the radical wing of the party. In about 1879 she became a member of the National Society for Women's Suffrage, which had been founded in 1867 in the wake of the 1866 "Ladies Petition". Jane joined the National Society's finance committee, and by 1880 was serving as its treasurer. That year she was a speaker at a "Grand Demonstration" at St James's Hall, London, and in the following year addressed a similar meeting in Bradford. In 1883 she attended a conference in Leeds, jointly organised by the National Liberal Federation and the National Reform Union, where she supported a motion proposed by Henry William Crosskey and seconded by Walter McLaren (John Bright's nephew), to extend the vote in parliamentary elections to certain women—those who, "possessing the qualifications that entitle men to vote, have now the right of voting in all matters of local government". The National Society's general stance was cautious; it avoided close identification with political parties, and for this reason would not accept affiliation from branches of the Women's Liberal Federation. This, and its policy of excluding married women from any extension of the franchise, led to a split in 1888, with the formation of a breakaway "Central National Society" (CNS). Jane joined the executive committee of the new body, which encouraged the affiliation of Women's Liberal Associations and hoped that a future Liberal government would grant women's enfranchisement. However, the more radical members of the CNS felt that its commitment to votes for married women was too half-hearted. In 1889 this group, which included Jane Cobden and Emmeline Pankhurst, formed the Women's Franchise League (WFL) with a specific policy of seeking votes for women on the same basis as for men, and the eligibility of women for all offices. ### Ireland In 1848 Richard Cobden had written: "Almost every crime and outrage in Ireland is connected with the occupation or ownership of land ... if I had the power, I would always make the proprietors of the soil resident, by breaking up the large properties. In other words, I would give Ireland to the Irish". Nevertheless, his views were held in the context of Unionism; he had condemned the 1848 "Young Ireland" rebellion as an act of insanity. Jane adopted her father's standpoint on Irish land reform, yet embraced the cause of Irish home rule—on which she lectured regularly—and was a strong supporter of the Land League. After visiting Ireland with the Women's Mission to Ireland in 1887, she subsequently used the pages of the English press to expose the mistreatment of evicted tenants. In a letter to The Times, Jane and her associates cited one particular case—that of the Ryan family of Cloughbready in County Tipperary—to illustrate the British government's harshness towards even the most vulnerable of individuals. Jane sent money and food to alleviate the Ryan family's distress. Jane was in contact with Irish Land League leaders, including John Dillon and William O'Brien, and lobbied for the release of the latter after his imprisonment under the Coercion Act of 1881. She and her sisters supported the Irish Plan of Campaign, a scheme whereby tenants acted collectively to secure fair rents from their landlords. This plan was eventually denounced by the Roman Catholic Church as contrary to natural justice and Christian charity, although some priests supported it. The attachment of Jane and her sisters to the rebellious factions in Ireland strained relations between the sisters and many of their father's former Liberal Unionist colleagues, but won approval from Thomas Bayley Potter, who had succeeded Richard Cobden as MP for Rochdale. In October 1887 he wrote to Jane: "You are true to the living and just instincts of your father ... You know your father's heart better than John Bright does". ## London County Council election 1889 Under the Municipal Corporations Act of 1882 some women were qualified to vote in municipal elections, but were excluded from serving as councillors. However, the Local Government Act of 1888, which created county councils, was interpreted by some as allowing women's election to these new bodies. On 17 November 1888 a group of Liberal women decided to test the legal position. They formed the Society for Promoting the Return of Women as County Councillors (SPRWCC), established an election fund of £400 and selected two women—Jane Cobden and Margaret Sandhurst— as Liberal candidates for the newly created London County Council. Cobden was adopted by the party's Bow and Bromley division, and Sandhurst by Brixton. Despite objections from the Conservatives, the women's nominations were accepted by the local returning officers. Cobden's campaign in Bow and Bromley was organised with considerable enthusiasm and efficiency by the 29-year-old George Lansbury, then a Radical Liberal, later a socialist and eventually leader of the Labour Party. Both Cobden and Sandhurst were victorious in the elections on 19 January 1889; they were joined by Emma Cons, whom the Progressive majority on the council selected to serve as an alderman. The women took their places on the inaugural council, and each accepted a range of committee assignments. Almost immediately, however, Sandhurst's defeated Conservative opponent, Beresford Hope, lodged a legal challenge against her election. When this was heard on 18 March, the judges ruled Sandhurst disqualified under the provisions of the 1882 Act. Her appeal was dismissed, and Beresford Hope was installed in her place. Cobden faced no such challenge, since her runner-up was a fellow-Liberal who had promised to support her. Even so, her position on the council remained precarious, particularly after an attempt in parliament to legalise women's rights to serve as county councillors gained little support. A provision of the prevailing election law provided that anyone elected, even improperly, could not be challenged after twelve months, so on legal advice Cobden refrained from attending council or committee meetings until February 1890. When the statutory twelve months elapsed without challenge, she resumed her full range of duties. Although Cobden was now protected from challenge, the Conservative member for Westminster, Sir Walter De Souza, instituted fresh court proceedings against both Cobden and Cons. He argued that since they had been elected or selected unlawfully, their votes in the council had likewise been unlawful, making them liable to heavy financial penalties. In court the judge ruled against both women, though on appeal in April 1891 the penalties were reduced from an original £250 to a nominal £5. Cobden was urged by Lansbury and others not to pay even this token, but to go to prison; she declined this course of action. After a further parliamentary attempt to resolve the situation failed, she sat out the remaining months of her term as a councillor in silence, neither speaking nor voting, and did not seek re-election in the 1892 county elections. Women did not receive the right to sit on county councils until 1907, with the passage of the Qualification of Women Act. In his account of the 1888–89 election, the historian Jonathan Schneer marks the campaign as a step in what he terms "working-class disenchantment with official Liberalism", citing in particular Lansbury's departure from the Liberal Party in 1892. Schneer also remarks that this "pioneering political venture of British feminism ... provides at once an anticipation of, and a direct contrast to, the militant suffragism of the Edwardian era". ## Marriage, wider interests In 1892, at the age of 41, Cobden married Thomas Fisher Unwin, an avant-garde publisher whose list included works by Henrik Ibsen, Friedrich Nietzsche, H.G. Wells and the young Somerset Maugham. Unwin's involvement in a range of world and humanitarian causes led Cobden—who adopted the surname "Cobden Unwin"—to extend her interests to international peace and justice, reform in the Congo, and more generally the rights of aboriginal peoples. She and Unwin opposed the Boer War (1899–1902); both were founder-members of the pro-Boer South African Conciliation Committee, Cobden acting as the committee's secretary. The couple settled in South Kensington, from where Cobden continued to pursue her own causes. In 1893, with Laura Ormiston Chant, she represented the WFL in Chicago at the World Congress of Representative Women. At home, she assisted women candidates in the 1894 Kensington "vestry" elections. In 1900 she accepted the presidency of the Brighton Women's Liberal Association, and in the same year wrote an extended tract, The Recent Development of Violence in our Midst, published by the Stop-the-War Committee. ## Edwardian campaigner ### Votes for women, 1903–14 Although Cobden's views were more progressive than those of the Liberal Party's mainstream, she stayed a member of the party, believing that it remained the best political vehicle whereby her causes could be advanced. Other suffragists, including Anne Cobden Sanderson, took a different view, and aligned themselves with socialist movements. When the Women's Social and Political Union (WSPU) began its militant campaign in 1905, Cobden refrained from participation in illegal actions, although she spoke out for her sister when Anne became one of the first suffragists to be sent to prison, after a demonstration outside Parliament in October 1906. On Anne's release a month later, Cobden and her husband attended a celebration banquet at the Savoy Hotel, together with other WSPU prisoners. Cobden moved closer to the militant wing in 1907 when she endorsed the WSPU's new magazine, Votes for Women. That year she hosted an "At Home" meeting at which the WSPU leader Christabel Pankhurst was the principal speaker. The WSPU was split when members who objected to the Pankhurst family's authoritarian leadership formed themselves into the Women's Freedom League; Cobden did not join Anne in the breakaway movement, although she supported its associated body, the Women's Tax Resistance League. In 1911 Cobden was responsible for the Indian women's delegation in the Women's Coronation Procession, a London demonstration organised by suffrage associations from Britain and the Empire. The procession marched on 17 June 1911, a few days before King George V's coronation. During 1910–12 several Conciliation Bills extending the parliamentary vote to a limited number of propertied women, were debated in the House of Commons. When the third of these was under discussion, Cobden sought the help of the Irish Parliamentary Party by reminding them of the support women had given to Ireland during the Land League agitation: "In the name of those 40,000 Englishwomen we urge you to support at every division this Bill by your presence and your vote". The bill was finally abandoned when the Liberal prime minister, H. H. Asquith, replaced it with a bill extending the male suffrage. In protest against the Liberal government's suffrage policies and its harsh treatment of militants, Cobden resigned her honorary presidency of the Women's Liberal Association in Rochdale, her father's last constituency. ### Social, political and humanitarian activities Although the cause of women's suffrage remained her principal concern, at least until the First World War, Cobden was active in other campaigns. In 1903 she defended the principles of free trade, as expressed by her father, against Joseph Chamberlain's tariff reform crusade. Chamberlain had called for a policy of Imperial Preference, and the imposition of tariffs against countries opposed to Britain's imperial interests. To a meeting in Manchester, Cobden expressed confidence that "Manchester ... will tell Mr Chamberlain that it is still loyal to our old flag: free trade, peace and goodwill among nations". In 1904, Richard Cobden's centenary year, she published The Hungry Forties, described by Anthony Howe in a biographical article as "an evocative and brilliantly successful tract". It was one of several free trade books and pamphlets issued by the Fisher Unwin press which, together with celebratory centenary events, helped to define free trade as a major progressive cause of the Edwardian era. The Cobdenite cause of land reform was revived in the 1900s as a major Liberal policy, helped in 1913 by the publication of Jane Cobden's book The Land Hunger: Life under Monopoly. The dedication read: "To the memory of Richard Cobden who loved his native land, these pages are dedicated by his daughter, in the hope that his desire—'Free Trade in Land'—may be fulfilled". Cobden did not confine her interests to domestic affairs. From 1906, along with Helen Bright Clark, she was an active member of the Aborigines' Protection Society, an organisation concerned with the rights of indigenous peoples under colonial rule; the society merged with the Anti-Slavery Society in 1909. In 1907 she lobbied the prime minister, Sir Henry Campbell-Bannerman, on behalf of the Friends of Russian Freedom, seeking his support for amendments to the Hague Convention, then in session in Geneva Her efforts for the poorest in society encompassed appeals on behalf of the families of striking workers in London and Dublin during the labour unrest of 1913–14, and of starving women and children in Tripoli. She also found time to act as secretary to the memorial fund for Emma Cons, after the latter's death in 1912. ## Late campaigns During the war years 1914–18, with the issue of women's suffrage quiescent, Cobden became increasingly involved in South African affairs. She supported Solomon Plaatje's campaign against the segregationist Natives' Land Act of 1913, a stance that led, in 1917, to her removal from the committee of the Anti-Slavery Society. The Society's line was to support the Botha government's land reform policy; Cobden denounced Sir John Harris, the Society's parliamentary representative, for being a false friend to the native people by secretly working against them. Cobden maintained her commitment to the cause of Irish independence, and offered personal help to victims of the Black and Tans during the Irish War of Independence, 1919–21. In 1920 Cobden gave Dunford House to the London School of Economics (LSE), of which she had become a governor. According to Beatrice Webb, co-founder of the School, she soon regretted the gift; Webb wrote in her diary on 2 May 1923: "The poor lady ... makes fretful complaints if a single bush is cut down or a stone shifted, whilst she vehemently resents the high spirits of the students ... not to mention the opinions of some of the lecturers". Later in 1923 LSE returned the house to Cobden; in 1928 she donated it to the Cobden Memorial Association. With the help of the writer and journalist Francis Wrigley Hirst and others, the house became a conference and education centre for pursuing the traditional Cobdenite causes of free trade, peace and goodwill. ## Final years, death and legacy After 1928, Jane Cobden's chief occupation was the organisation of her father's papers, some of which she placed in the British Museum. Others were eventually collected, with other Cobden family documents, by the West Sussex County Council Record Office at Chichester. In old age she lived quietly at Oatscroft, her home near Dunford House, and following her husband's death in 1935 made few interventions in public life. During the 1930s, under Hirst's direction, Dunford House continued to preach what Howe describes as "the pure milk of the Cobdenian faith": the conviction that in Britain and in continental Europe, peace and prosperity would develop from individual ownership of the soil. Jane Cobden died, aged 96, on 7 July 1947, at Whitehanger Nursing Home in Fernhurst, Surrey. In the years following her death her papers were collected and deposited as part of the family archive in Chichester. In 1952 Dunford House was transferred to the YMCA, although its general educational functions and mission remained unchanged. The house contains numerous memorabilia of the Cobden family. Howe depicts Jane Cobden as a formidable personality, known by her husband's publishing colleagues as "The Jane", who took a keen and even intrusive interest in the work of the publishing house. She was, Howe says, "a woman of sentiment and enthusiasm who took up (and sometimes speedily dropped) causes with a fire which brooked no opposition". In an essay on the Cobden sisterhood, the feminist historian Sarah Richardson remarks on the different paths chosen by the sisters by which to take their father's legacy forward: "Jane's activities showed that it was still possible to follow a radical agenda within the aegis of Liberalism". Richardson indicates that the main collective achievement of Jane and her sisters was to ensure that the Cobden name, with its radical and progressive associations, survived well into the 20th century. "In doing so", Richardson concludes, "they proved themselves worthy successors to their father, guaranteeing that his contribution was not only sustained, but remodelled for a new age".
12,812,737
SS Christopher Columbus
1,152,879,224
US Great Lakes excursion liner (1893–1933)
[ "1892 ships", "Great Lakes ships", "Passenger ships of the Great Lakes", "Passenger ships of the United States", "Ships built in Superior, Wisconsin", "Whaleback ships", "World's Columbian Exposition" ]
The SS Christopher Columbus was an American excursion liner on the Great Lakes, in service between 1893 and 1933. She was the only whaleback ship ever built for passenger service. The ship was designed by Alexander McDougall, the developer and promoter of the whaleback design. Columbus was built between 1892 and 1893 at Superior, Wisconsin, by the American Steel Barge Company. Initially, she ferried passengers to and from the World's Columbian Exposition. Later, she provided general transportation and excursion services to various ports around the lakes. At 362 feet (110 m), the ship was the longest whaleback ever built, and reportedly also the largest vessel on the Great Lakes when she was launched. Columbus is said to have carried more passengers during her career than any other vessel on the Great Lakes. After a career lasting four decades, she was retired during the Great Depression and scrapped in 1936 by the Manitowoc Shipbuilding Company at Manitowoc, Wisconsin. ## Background and proposal The history of the Columbus is linked with that of the whalebacks, an innovative but not widely accepted ship design of the late 1880s, and of their designer, Alexander McDougall. A Scottish immigrant, Great Lakes captain, inventor and entrepreneur, McDougall developed the idea of the whaleback as a way to improve the ability of barges to follow a towing vessel in heavy seas. Whalebacks were characterized by distinctive hull shapes with rounded tops, lacking conventional vertical sides. Waves thus broke across their hulls with considerably less force than when striking a conventional hull. Water could also flow around the rounded turrets which resembled gun turrets on contemporary warships; the superstructure and deckhouses were mounted on these turrets. The rounded contours of whalebacks gave them an unconventional appearance, and McDougall's ship and barge designs were received with considerable skepticism, resistance, and derision. As they had porcine-looking snouts for bows, some observers called them "pig boats". After McDougall was unable to persuade existing shipbuilders to try his designs, he founded the American Steel Barge Company in Superior, Wisconsin in 1888, and built them himself. McDougall actively promoted his design and company by sending the SS Charles W. Wetmore to London, and starting another shipyard in Everett, Washington, which built the SS City of Everett. When the 1893 World's Columbian Exposition, to be held in Chicago, Illinois, was in the planning stages, McDougall recognized another opportunity to publicize his design. The Columbus, conceived as an elaborate ferry, was intended to demonstrate that the whaleback design would work well in passenger service, and would be able to travel at high speed. The ship's name honored the explorer Christopher Columbus as did the World's Columbian Exposition itself, timed to coincide with the 400th anniversary of his first voyage to the New World. ## Construction and Columbian Exposition The World's Fair Steamship Company ordered the construction of the Columbus at an estimated cost of US\$360,000. The job was undertaken at McDougall's American Steel Barge Company works in Superior, Wisconsin, starting in the fall of 1892. The hull framing, which included nine bulkheads, was completed on September 13, 1892. The ship's propulsion mechanisms were next installed, consisting of a single four-bladed, 14-foot (4 m) diameter, 19-foot (6 m) pitch propeller, the two reciprocating triple-expansion steam engines (with three cylinders of 26-inch (66 cm), 42-inch (107 cm) and 70-inch (178 cm) diameters in a common frame with a 42-inch (107 cm) stroke) manufactured by Samuel F. Hodge & Co. of Detroit, Michigan, and six steel tubular return Scotch boilers, (11-foot (3 m) diameter by 12-foot (4 m) long), built by Cleveland Shipbuilding Company. The rounded hull top was then added, followed by the six turrets, which were substantially larger than those employed on freighter whalebacks. The ship was launched on December 3, 1892, after which two superstructure decks were mounted on the turrets along the centerline of her hull to afford access to her two internal decks, one in the turrets and one in the hull below. She was fitted out over the remainder of late 1892 and early 1893. Electric lighting was used, and she was elegantly furnished. Her grand saloon and skylighted promenade deck contained several fountains and a large aquarium filled with trout and other fish of the lakes. The cabins and public spaces were fitted out with oak paneling, velvet carpets, etched glass windows, leather furniture and marble. Shops and restaurants were provided for the passengers. McDougall's American Steel Barge Company had committed in the contract that the Columbus would be built and delivered in three months, making her one of the fastest-built large ships of her time. The builders further promised rapid loading and unloading, predicting that the vessel would be able to embark 5,000 passengers in five minutes, and disembark the same passengers in even less time. The Columbus was specified to be able run the 6 miles (10 km) from the dock downtown to the fairgrounds at Jackson Park and 64th Street in 20 minutes. McDougall set up another holding company, the Columbian Whaleback Steamship Company of Duluth, Minnesota, to own and operate the Columbus. She was commissioned on May 13, 1893. Her first captain was John McArthur, who had captained other whalebacks for McDougall's firms, starting with the first powered whaleback, the Colgate Hoyt, built in 1890. McDougall was quoted as having said to McArthur, "There is your steamboat; take her down to Chicago and make a success of her." McArthur did just that. Painted in all white livery, the Columbus made multiple round trips per day, sailing along the Lake Michigan shoreline from the Randolph Street/Van Buren Street dock to the Jackson Park site of the World's Columbian Exposition's Beaux arts "White City" exposition fairgrounds. A contemporary souvenir booklet called her "the greatest marine wonder of its time", and another publication dubbed her the "Queen of the Lakes". She had an estimated capacity of 4,000–5,000 passengers on her four decks, but it was reported that she carried 7,000 on her maiden voyage. The Goodrich Transit Line steamer Virginia (later the USS Blue Ridge) is said to have raced against her. The Columbus carried between 1.7 and 2.0 million passengers (sources differ) during the exposition, with only one fatality, a crew member. In recognition of that success, the commissioners of the exposition presented Captain McArthur with a gold watch engraved with a representation of the ship. McArthur went on to captain other whalebacks including the Frank Rockefeller, which became the SS Meteor, the only whaleback surviving today. ## Regular service After the exposition ended the Columbus entered passenger service, and an additional deck (third superstructure, fifth total) was added during the 1899–1900 winter season. Despite the Columbus''' success at the exposition, and McDougall's promotional efforts, the whaleback design never caught on. By 1900, the last whalebacks had been built in Superior: the Alexander McDougall in 1899 (the last powered ship), and the John Smeaton, the last whaleback barge. The American Steel Barge Company was sold to the American Ship Building Company, becoming their Superior Works, and switched to more conventional laker designs. In 1899 the Columbus was leased to and operated by the Goodrich Transit Line, whose steamer Virginia had been a perennial racing rival. She changed hands in 1905 to the Milwaukee & Chicago Transportation company – possibly a Goodrich holding company – and again in 1909 to Goodrich Transit Line. Her livery was at some point between 1906 and 1909 changed to a black hull with yellow accents, and she was placed in service on the route between Chicago and Milwaukee, Wisconsin. The Columbus remained with the Goodrich line for several years. Although she was used for excursions elsewhere around the Great Lakes, her regular schedule was a daily trip to Milwaukee, leaving Chicago mid-morning, sailing to Milwaukee for a two-hour stopover, and then returning (see advertisement right). She made daily round-trip excursions from the Goodrich docks at the Rush Street Bridge. Columbus had at least three accidents. In June 1895 she suffered an explosion caused by a steam pipe becoming disconnected while she was underway. Accounts differ, but some claim that this happened during a race with her rival, Virginia. In July 1905, she collided with the schooner Ralph Campbell in the Chicago River. On June 30, 1917, she was involved in her most serious accident, a collision with a water tower. The collision happened in Milwaukee while she was being maneuvered by tugs away from her dock. The Milwaukee River current caught her, spinning her sideways, and her bow sheared off two legs of the Yahr-Lang Drug Company's water tower, toppling it and flooding Columbus' decks with about 25,000 US gallons (95,000 L). The collision killed 16 passengers and severely damaged her pilot house, putting her out of service for the rest of the year. The Columbus was one of the first ships to be fitted with an on-board radio, installed by 1909, when she was allocated the call letters "KC". Columbus and the SS Chicago used radio to help coordinate the rescue of over 200 passengers from the Goodrich liner City of Racine when the Racine was disabled off Waukegan, Illinois, in Lake Michigan. In 1915, the SS Eastland capsized while docked in the Chicago River, with the loss of over 800 lives. Officials subsequently ordered many passenger ships to undergo stability testing, which the Columbus passed easily. Even with 7,500 sandbags (simulating passengers) piled on one side, and tugboats pulling in that direction, she listed only 12 degrees. Columbus was featured at the Century of Progress exhibition in Chicago in 1932–33. ## Disposition The Columbus was taken out of service in 1933, and changed hands twice during the Great Depression, in 1933 and again in 1934. She was scrapped in 1936 at the Manitowoc Shipbuilding Company in Manitowoc, Wisconsin. SS Christopher Columbus'' carried 1.7–2 million passengers in her first year alone, and is estimated to have carried more passengers than any other vessel on the Great Lakes. She was one of the most photographed passenger ships on the lakes, and souvenir postcards of her are still widely available. One of her anchors, the design of which was patented by McDougall on February 3, 1891, is displayed at the Mariners' Museum in Newport News, Virginia.
698,908
Tube Alloys
1,173,343,087
British nuclear weapons research during WW2
[ "1942 establishments in the United Kingdom", "1952 disestablishments", "Code names", "Military history of the United Kingdom during World War II", "Nuclear history of the United Kingdom", "Science and technology during World War II", "Secret military programs" ]
Tube Alloys was the research and development programme authorised by the United Kingdom, with participation from Canada, to develop nuclear weapons during the Second World War. Starting before the Manhattan Project in the United States, the British efforts were kept classified, and as such had to be referred to by code even within the highest circles of government. The possibility of nuclear weapons was acknowledged early in the war. At the University of Birmingham, Rudolf Peierls and Otto Robert Frisch co-wrote a memorandum explaining that a small mass of pure uranium-235 could be used to produce a chain reaction in a bomb with the power of thousands of tons of TNT. This led to the formation of the MAUD Committee, which called for an all-out effort to develop nuclear weapons. Wallace Akers, who oversaw the project, chose the deliberately misleading code name "Tube Alloys". His Tube Alloys Directorate was part of the Department of Scientific and Industrial Research. The Tube Alloys programme in Britain and Canada was the first nuclear weapons project. Due to the high costs, and the fact that Britain was fighting a war within bombing range of its enemies, Tube Alloys was ultimately subsumed into the Manhattan Project by the Quebec Agreement with the United States, under which the two nations agreed to share nuclear weapons technology, and to refrain from using it against each other, or against other countries without mutual consent, although the United States did not provide complete details of the results of the Manhattan Project to the United Kingdom. The Soviet Union gained valuable information through its atomic spies, who had infiltrated both the British and American projects. The United States terminated co-operation after the war ended, under the Atomic Energy Act of 1946. That prompted the United Kingdom to relaunch its own project, High Explosive Research. Production facilities were established and British scientists continued their work under the auspices of an independent British programme. Finally, in 1952, Britain performed a nuclear test under the codename "Operation Hurricane". In 1958, in the wake of the Sputnik crisis, and the British demonstration of a two-stage thermonuclear bomb, the United Kingdom and the United States signed the US–UK Mutual Defence Agreement, which resulted in a resumption of Britain's nuclear Special Relationship with the United States. ## Background ### Discovery of fission The neutron was discovered by James Chadwick at the Cavendish Laboratory at the University of Cambridge in February 1932. In April 1932, his Cavendish colleagues John Cockcroft and Ernest Walton split lithium atoms with accelerated protons. Enrico Fermi and his team in Rome conducted experiments involving the bombardment of elements by slow neutrons, which produced heavier elements and isotopes. Then, in December 1938, Otto Hahn and Fritz Strassmann at Hahn's laboratory in Berlin-Dahlem bombarded uranium with slowed neutrons, and discovered that barium had been produced, and therefore that the uranium atomic nucleus had been split. Hahn wrote to his colleague Lise Meitner, who, with her nephew Otto Robert Frisch, developed a theoretical justification which they published in Nature in 1939. The phenomenon was a new type of nuclear disintegration, and was more powerful than any seen before. Frisch and Meitner calculated that the energy released by each disintegration was approximately 200,000,000 electron volts. By analogy with the division of biological cells, they named the process "fission". ### Paris Group That was followed up by a group of scientists at the Collège de France in Paris: Frédéric Joliot-Curie, Hans von Halban, Lew Kowarski, and Francis Perrin. In February 1939, the Paris Group showed that when fission occurs in uranium, two or three extra neutrons are given off. That important observation suggested a self-sustaining nuclear chain reaction might be possible. The term "atomic bomb" was already familiar to the British public through the writings of H. G. Wells, in his 1913 novel The World Set Free. It was immediately apparent to many scientists that, in theory at least, an extremely powerful explosive could be created, although most still considered an atomic bomb was an impossibility. Perrin defined a critical mass of uranium to be the smallest amount that could sustain a chain reaction. The neutrons used to cause fission in uranium are considered slow neutrons, but when neutrons are released during a fission reaction they are released as fast neutrons which have much more speed and energy. Thus, in order to create a sustained chain reaction, there existed a need for a neutron moderator to contain and slow the fast neutrons until they reached a usable energy level. The Collège de France found that both water and graphite could be used as acceptable moderators. Early in 1940, the Paris Group decided on theoretical grounds that heavy water would be an ideal moderator. They asked the French Minister of Armaments to obtain as much heavy water as possible from the only source, the large Norsk Hydro hydroelectric station at Vemork in Norway. The French discovered that Germany had already offered to purchase the entire stock of Norwegian heavy water, indicating that Germany might also be researching an atomic bomb. The French told the Norwegian government of the possible military significance of heavy water. Norway gave the entire stock of 187 litres (41 imp gal; 49 US gal) to a Deuxième Bureau agent, who secretly brought it to France just before Germany invaded Norway in April 1940. On 19 June 1940, following the German invasion of France, it was shipped to England by the Earl of Suffolk and Major Ardale Vautier Golding aboard the steamer Broompark. The heavy water, valued at £22,000, was initially kept at HM Prison Wormwood Scrubs, and was later secretly stored in the library at Windsor Castle. The Paris Group moved to Cambridge, with the exception of Joliot-Curie, who remained in France and became active in the French Resistance. ### Frisch–Peierls memorandum In Britain, a number of scientists considered whether an atomic bomb was practical. At the University of Liverpool, Chadwick and the Polish refugee scientist Joseph Rotblat tackled the problem, but their calculations were inconclusive. At Cambridge, Nobel Prize in Physics laureates George Paget Thomson and William Lawrence Bragg wanted the government to take urgent action to acquire uranium ore. The main source of this was the Belgian Congo, and they were worried that it could fall into German hands. Unsure as to how to go about this, they spoke to Sir William Spens, the master of Corpus Christi College, Cambridge. In April 1939, he approached Sir Kenneth Pickthorn, the local Member of Parliament, who took their concerns to the Secretary of the Committee for Imperial Defence, Major General Hastings Ismay. Ismay in turn asked Sir Henry Tizard for an opinion. Like many scientists, Tizard was sceptical of the likelihood of an atomic bomb being developed, reckoning the odds of success at 100,000 to 1. Even at such long odds, the danger was sufficiently great to be taken seriously. Lord Chartfield, Minister for Coordination of Defence, checked with the Treasury and Foreign Office, and found that the Belgian Congo uranium was owned by the Union Minière du Haut Katanga company, whose British vice president, Lord Stonehaven, arranged a meeting with the president of the company, Edgar Sengier. Since Union Minière management were friendly towards Britain, it was not considered worthwhile to acquire the uranium immediately, but Tizard's Committee on the Scientific Survey of Air Defence was directed to continue the research into the feasibility of atomic bombs. Thomson, at Imperial College London, and Mark Oliphant, an Australian physicist at the University of Birmingham, were each tasked with carrying out a series of experiments on uranium. By February 1940, Thomson's team had failed to create a chain reaction in natural uranium, and he had decided it was not worth pursuing. At Birmingham, Oliphant's team had reached a different conclusion. Oliphant had delegated the task to two German refugee scientists, Rudolf Peierls and Otto Frisch, who could not work on Oliphant's radar project because they were enemy aliens and therefore lacked the necessary security clearance. Francis Perrin had calculated the critical mass of uranium to be about 40 tonnes (39 long tons; 44 short tons). He reckoned that if a neutron reflector were placed around it, this might be reduced to 12 tonnes (12 long tons; 13 short tons). Peierls attempted to simplify the problem by using the fast neutrons produced by fission, thus omitting consideration of moderator. He too calculated the critical mass of a sphere of uranium in a theoretical paper written in 1939 to be "of the order of tons". Peierls knew the importance of the size of the critical mass that would allow a chain reaction to take place and its practical significance. In the interior of a critical mass sphere, neutrons are spontaneously produced by the fissionable material. A very small portion of these neutrons are colliding with other nuclei, while a larger portion of the neutrons are escaping through the surface of the sphere. Peierls calculated the equilibrium of the system, where the number of neutrons being produced equalled the number escaping. Niels Bohr had theorised that the rare uranium-235 isotope, which makes up only about 0.7% of natural uranium, was primarily responsible for fission with fast neutrons, although this was not yet universally accepted. Frisch and Peierls were thus able to revise their initial estimate of critical mass needed for nuclear fission in uranium to be substantially less than previously assumed. They estimated a metallic sphere of uranium-235 with a radius of 2.1 centimetres (0.83 in) could suffice. This amount represented approximately 1 kilogram (2.2 lb) of uranium-235. These results led to the Frisch–Peierls memorandum, which was the initial step in the development of the nuclear arms programme in Britain. This marked the beginning of an aggressive approach towards uranium enrichment and the development of an atomic bomb. They now began to investigate processes by which they could successfully separate the uranium isotope. Oliphant took their findings to Tizard in his capacity as the chairman of the Committee for the Scientific Survey of Air Warfare (CSSAW). He in turn passed them to Thomson, to whom the CSSAW had delegated responsibility for uranium research. After discussions between Cockcroft, Oliphant and Thomson, CSSAW created the MAUD Committee to investigate further. ### MAUD Committee The MAUD Committee was founded in June 1940. The committee was originally a part of the Committee for the Scientific Survey of Air Defence, but later gained independence with the Ministry of Aircraft Production. The committee was initially named after its chairman, Thomson, but quickly exchanged this for a more unassuming name, the MAUD Committee. The name MAUD came to be in an unusual way. Shortly after Germany invaded Denmark, Bohr had sent a telegram to Frisch. The telegram ended with a strange line: "Tell Cockcroft and Maud Ray Kent". At first it was thought to be code regarding radium or other vital atomic-weapons-related information, hidden in an anagram. One suggestion was to replace the y with an i, producing "radium taken". When Bohr returned to England in 1943, it was discovered that the message was addressed to Bohr's housekeeper Maud Ray and Cockcroft. Maud Ray was from Kent. Thus the committee was named The MAUD Committee, the capitalisation representing a codename and not an acronym. Meetings were normally held in the offices of the Royal Society in London. In addition to Thomson, its original members were Chadwick, Cockcroft, Oliphant and Philip Moon, Patrick Blackett, Charles Ellis and Norman Haworth. Four universities provided the locations where the experiments were taking place. The laboratory at the University of Birmingham was responsible for all the theoretical work, such as what size of critical mass was needed for an explosion. It was run by Peierls, with the help of fellow German refugee scientist Klaus Fuchs. The laboratories at the University of Liverpool and the University of Oxford experimented with different types of isotope separation. Chadwick's group at Liverpool dealt with thermal diffusion, which worked based on the principle that different isotopes of uranium diffuse at different speeds because of the equipartition theorem. Franz Simon's group at Oxford investigated the gaseous diffusion of isotopes. This method works on the principle that at differing pressures uranium 235 would diffuse through a barrier faster than uranium 238. Eventually, the most promising method of separation was found to be gaseous diffusion. Egon Bretscher and Norman Feather's group at Cambridge investigated whether another element, now called plutonium, could be used as an explosive compound. Because of the French scientists, Oxford also obtained the world's only supply of heavy water, which helped them theorise how uranium could be used for power. The research from the MAUD committee was compiled in two reports, commonly known as the MAUD reports in July 1941. The first report, "Use of Uranium for a Bomb", discussed the feasibility of creating a super-bomb from uranium, which they now thought to be possible. The second, "Use of Uranium as a Source of Power" discussed the idea of using uranium as a source of power, not just a bomb. The MAUD Committee and report helped bring about the British nuclear programme, the Tube Alloys Project. Not only did it help start a nuclear project in Britain, it helped jump-start the American project. Without the help of the MAUD Committee the American programme, the Manhattan Project, would have started months behind. Instead they were able to begin thinking about how to create a bomb, not whether it was possible. Historian Margaret Gowing noted that "events that change a time scale by only a few months can nevertheless change history." The MAUD reports were reviewed by the Defence Services Panel of the Scientific Advisory Committee. This was chaired by Lord Hankey, with its other members being Sir Edward Appleton, Sir Henry Dale, Alfred Egerton, Archibald Hill and Edward Mellanby. The panel held seven meetings in September 1941, and submitted its report to the Lord President of the Council, Sir John Anderson. At this point, it was feared that German scientists were attempting to provide their country with an atomic bomb, and thus Britain needed to finish theirs first. The report ultimately stated that if there were even a sliver of a chance that the bomb effort could produce a weapon with such power, then every effort should be made to make sure Britain did not fall behind. It recommended that while a pilot separation plant be built in Britain, the production facility should be built in Canada. The Defence Services Panel submitted its report on 24 September 1941, but by this time the final decision had already been taken. Lord Cherwell had taken the matter to the Prime Minister, Winston Churchill, who became the first national leader to approve a nuclear weapons programme on 30 August 1941. The Chiefs of Staff Committee supported the decision. ## Tube Alloys programme ### Organisation A directorate of Tube Alloys was established as part of Appleton's Department of Scientific and Industrial Research, and Wallace Akers, the research director of Imperial Chemical Industries (ICI), was chosen as its head. Anderson and Akers came up with the name Tube Alloys. It was deliberately chosen to be meaningless, "with a specious air of probability about it". An advisory committee known as the Tube Alloys Consultative Council was created to oversee its work, chaired by Anderson, with its other members being Lord Hankey, Lord Cherwell, Sir Edward Appleton and Sir Henry Dale. This handled policy matters. To deal with technical issues, a Technical Committee was created with Akers as chairman, and Chadwick, Simon, Halban, Peierls, and a senior ICI official, Roland Edgar Slade, as its original members, with Michael Perrin as its secretary. It was later joined by Charles Galton Darwin, Cockcroft, Oliphant and Feather. ### Isotopic separation The biggest problem faced by the MAUD Committee was to find a way to separate the 0.7% of uranium-235 from the 99.3% of uranium-238. This is difficult because the two types of uranium are chemically identical. Separation (uranium enrichment) would have to be achieved at a large scale. At Cambridge, Eric Rideal and his team investigated using a gas centrifuge. Frisch chose to perform gaseous thermal diffusion using Clusius tubes because it seemed the simplest method. Frisch's calculations showed there would need to be 100,000 Clusius tubes to extract the desired separation amount. Peierls turned to Franz Simon, who preferred to find a method more suitable for mass production. When Moon examined the suggestion that gaseous thermal diffusion be the method of choice to the MAUD committee, there was no agreement to move forward with it. The committee consulted with Peierls and Simon over the separation method and concluded that "ordinary" gaseous diffusion was the best method to pursue. This relies on Graham's Law, the fact that the gases diffuse through porous materials at rates determined by their molecular weight. Francis William Aston applied this method in 1913 when he separated two isotopes of neon by diffusing a sample thousands of times through a pipe clay. Thick materials like pipe clay proved too slow to be efficient on an industry scale. Simon proposed using a metal foil punctured with millions of microscopic holes would allow the separation process to move faster. He estimated that a plant that separated 1 kilogram (2.2 lb) of uranium-235 from natural uranium per day would cost about £5,000,000 to build, and £1,500,000 per year to run, in which time it would consume £2,000,000 of uranium and other raw materials. The MAUD Committee realised an atomic bomb was not just feasible, but inevitable. In 1941, Frisch moved to London to work with Chadwick and his cyclotron. Frisch built a Clusius tube there to study the properties of uranium hexafluoride. Frisch and Chadwick discovered it is one of the gases for which the Clusius method will not work. This was only a minor setback because Simon was already in progress of establishing the alternative method of separation through ordinary gaseous diffusion. The chemical problems of producing gaseous compounds of uranium and pure uranium metal were studied at the University of Birmingham and by ICI. Michael Clapham, who at the time was working on print technology at the Kynoch Works in Aston in Birmingham, carried out early experiments with uranium production processes. Philip Baxter from ICI, where he had experience working with fluorine compounds, made the first small batch of gaseous uranium hexafluoride for Chadwick in 1940. ICI received a formal £5,000 contract in December 1940 to make 3 kilograms (6.6 lb) of this vital material for the future work. The prototype gaseous diffusion equipment itself was manufactured by Metropolitan-Vickers (MetroVick) at Trafford Park, Manchester, at a cost of £150,000 for four units. They were installed at the M. S. Factory located in a valley near Rhydymwyn, in Wales; M. S. stood for the Ministry of Supply. The building used was known as P6 and test equipment was installed. These units were tested by a team of about seventy under the guidance of Peierls and Fuchs. The results of the experiments led to the building of the gaseous diffusion factory at Capenhurst, Cheshire. ICI pilot plants for producing 1 long hundredweight (51 kg) of pure uranium metal and 50 to 100 kilograms (110 to 220 lb) of uranium hexafluoride per day commenced operation in Widnes in mid-1943. ### Plutonium The breakthrough with plutonium was by Bretscher and Norman Feather at the Cavendish Laboratory. They realised that a slow neutron reactor fuelled with uranium would theoretically produce substantial amounts of plutonium-239 as a by-product. This is because uranium-238 absorbs slow neutrons and forms a short-lived new isotope, uranium-239. The new isotope's nucleus rapidly emits an electron through beta decay producing a new element with an atomic mass of 239 and an atomic number of 93. This element's nucleus also emits an electron and becomes a new element with an atomic number 94 and a much greater half-life. Bretscher and Feather showed theoretically feasible grounds that element 94 would be fissile – readily split by both slow and fast neutrons with the added advantage of being chemically different from uranium. This new development was also confirmed in independent work by Edwin M. McMillan and Philip Abelson at Berkeley Radiation Laboratory also in 1940. Nicholas Kemmer of the Cambridge team proposed the names neptunium for the new element 93 and plutonium for 94 by analogy with the outer planets Neptune and Pluto beyond Uranus (uranium being element 92). The Americans fortuitously suggested the same names. The production and identification of the first sample of plutonium in 1941 is generally credited to Glenn Seaborg, using a cyclotron rather than a reactor at the University of California. In 1941, neither team knew of the existence of the other. Chadwick voiced concerns about the need for such pure plutonium to make a feasible bomb. He also suspected the gun method of detonation for a plutonium bomb would lead to premature detonations due to impurities. After Chadwick met Robert Oppenheimer at the Los Alamos Laboratory in 1943, he learned of a proposed bomb design which they were calling an implosion. The sub-critical mass of plutonium was supposed to be surrounded by explosives arranged to detonate simultaneously. This would cause the plutonium core to be compressed and become supercritical. The core would be surrounded by a depleted uranium tamper which would reflect the neutrons back into the reaction, and contribute to the explosion by fissioning itself. This design solved Chadwick's worries about purity because it did not require the level needed for the gun-type fission weapon. The biggest problem with this method was creating the explosive lenses. Chadwick took this information with him and described the method to Oliphant who then took it with him to England. ### Montreal Laboratory Halban's heavy water team from France continued its slow neutron research at Cambridge University; but the project was given a low priority since it was not considered relevant to bomb making. It suddenly acquired military significance when it was realised that it provided the route to plutonium. The British Government wanted the Cambridge team to be relocated to North America, in proximity to the raw materials it required, and where the American research was being done. But Sir John Anderson wanted the British team to retain its own identity, and was concerned that since the Americans were working on nuclear reactor designs using nuclear graphite instead of heavy water as a neutron moderator, that team might not receive a fair share of resources. The Americans had their own concerns, particularly about security, since only one of the six senior scientists in the group was British. They also had concerns about patent rights; that the French team would attempt to patent nuclear technology based on the pre-war work. As a compromise, Thomson suggested relocating the team to Canada. The Canadian government was approached, and Jack Mackenzie, the president of the National Research Council of Canada, immediately welcomed and supported the proposal. The costs and salaries would be divided between the British and Canadian governments, but the British share would come from a billion dollar war gift from Canada. The first eight staff arrived in Montreal at the end of 1942, and occupied a house belonging to McGill University. Three months later they moved into a 200 square metres (2,200 sq ft) area in a new building at the University of Montreal. The laboratory grew quickly to over 300 staff; about half were Canadians recruited by George Laurence. A subgroup of theoreticians was recruited and headed by a Czechoslovak physicist, George Placzek. Placzek proved to be a very capable group leader, and was generally regarded as the only member of the staff with the stature of the highest scientific rank and with close personal contacts with many key physicists involved in the Manhattan project. Friedrich Paneth became head of the chemistry division, and Pierre Auger of the experimental physics division. Von Halban was the director of the laboratory, but he proved to be an unfortunate choice as he was a poor administrator, and did not work well with the National Research Council of Canada. The Americans saw him as a security risk, and objected to the French atomic patents claimed by the Paris Group (in association with ICI). ### Niels Bohr's contribution Sir John Anderson was eager to invite Niels Bohr to the Tube Alloys project because he was a world-famous scientist who would not only contribute his expertise to the project, but also help the British government gain leverage in dealings with the Manhattan Project. In September 1943, word reached Bohr in Denmark that the Nazis considered his family to be Jewish, and that they were in danger of being arrested. The Danish resistance helped Bohr and his wife escape by sea to Sweden on 29 September 1943. When the news of Bohr's escape reached Britain, Lord Cherwell sent a telegram asking Bohr to come to Britain. Bohr arrived in Scotland on 6 October in a de Havilland Mosquito operated by the British Overseas Airways Corporation (BOAC). At the invitation of the director of the Manhattan Project, Brigadier General Leslie R. Groves Jr., Bohr visited the Manhattan Project sites in November 1943. Groves offered Bohr substantial pay, but Bohr initially refused the offer because he wanted to make sure the relationship between the United States and Great Britain remained a real co-operative partnership. In December 1943, after a meeting with Albert Einstein, Bohr and his son Aage committed to working on the Manhattan Project. Bohr made a substantial contribution to the atomic bomb development effort. He also attempted to prevent a post-war atomic arms race with the Soviet Union, which he believed to be a serious threat. In 1944, Bohr presented several key points he believed to be essential concerning international nuclear weapon control. He urged that Britain and the United States should inform the Soviet Union about the Manhattan Project in order to decrease the likelihood of its feeling threatened on the premise that the other nations were building a bomb behind its back. His beliefs stemmed from his conviction that the Russians already knew about the Manhattan Project, leading him to believe there was no point in hiding it from them. Bohr's evidence came from an interpretation of a letter he received from a Soviet friend and scientist in Russia, which he showed to the British security services. He reasoned that the longer the United States and Britain hid their nuclear advances, the more threatened the Russians would feel and the more inclined to speed up their effort to produce an atomic bomb of their own. With the help of U.S. Supreme Court justice Felix Frankfurter, Bohr met on 26 August 1944 with the President of the United States, Franklin D. Roosevelt, who was initially sympathetic to his ideas about controlling nuclear weapons. But Churchill was adamantly opposed to informing the Soviet Union of such work. At the Second Quebec Conference in September 1944, Roosevelt sided with Churchill, deciding it would be in the nation's best interest to keep the atomic bomb project a secret. Moreover, they decided Bohr was potentially dangerous and that security measures must be taken in order to prevent him from leaking information to the rest of the world, Russia in particular. ## Tube Alloys in the United States ### Tizard mission In August 1940, a British mission, led by Tizard and with members including Cockcroft, was sent to America to create relations and help advance the research towards war technology with the Americans. Several military technologies were shared, including advances in radar, anti-submarine warfare, aeronautical engineering and explosives. The American radar programme in particular was reinvigorated with an added impetus to the development of microwave radar and proximity fuzes. This prompted the Americans to create the MIT Radiation Laboratory, which would later serve as a model for the Los Alamos Laboratory. The mission did not spend much time on nuclear fission, with only two meetings of the subject, mainly about uranium enrichment. In particular, Cockcroft did not report Peierls' and Frisch's findings. Nonetheless, there were important repercussions. A barrier had been broken and a pathway to exchange technical information between the two countries was developed. Moreover, the notion of civilian scientists playing an important role in the development of military technologies was strengthened on both sides of the Atlantic. ### Oliphant's visit to the United States The MAUD Committee reports urged the co-operation with the United States should be continued in the research of nuclear fission. Charles C. Lauritsen, a Caltech physicist working at the National Defense Research Committee (NDRC), was in London during this time and was invited to sit in on a MAUD meeting. The committee pushed for rapid development of nuclear weapons using gaseous-diffusion as their isotope separation device. Once he returned to the United States, he was able to brief Vannevar Bush, the director of the Office of Scientific Research and Development (OSRD), concerning the details discussed during the meeting. In August 1941, Mark Oliphant, the director of the physics department at the University of Birmingham and an original member of the MAUD Committee, was sent to the US to assist the NDRC on radar. During his visit he met with William D. Coolidge. Coolidge was shocked when Oliphant told him the British had predicted that only ten kilograms of uranium-235 would be sufficient to supply a chain reaction effected by fast moving neutrons. While in America, Oliphant discovered that the chairman of the OSRD S-1 Section, Lyman Briggs, had locked away the MAUD reports transferred from Britain entailing the initial discoveries and had not informed the S-1 Committee members of all its findings. Oliphant took the initiative himself to enlighten the scientific community in the U.S. of the recent groundbreaking discoveries the MAUD Committee had just exposed. Oliphant also travelled to Berkeley to meet with Ernest Lawrence, inventor of the cyclotron. After Oliphant informed Lawrence of his report on uranium, Lawrence met with NDRC chairman James Bryant Conant, George B. Pegram, and Arthur Compton to relay the details which Oliphant had directed to Lawrence. Oliphant was not only able to get in touch with Lawrence, he met with Conant and Bush to inform them of the significant data the MAUD had discovered. Oliphant's ability to inform the Americans led to Oliphant convincing Lawrence, Lawrence convincing Compton, and then George Kistiakowsky convincing Conant to move forward with nuclear weapons. These actions from Oliphant resulted in Bush taking this report directly to the president. ### Information sharing ceases The American effort increased rapidly and soon outstripped the British as the American authorities were reluctant to share details with their British counterparts. However, separate research continued in each country with some exchange of information. Several of the key British scientists visited the United States early in 1942 and were given full access to all of the information available. They were astounded at the momentum the American atomic bomb project had then assumed. The British and American exchange of information and efforts continued but the nations did not combine their efforts, leading their programmes separately. Furthermore, in 1941 the British Government rebuffed and vetoed attempts and proposals by Bush and Conant to strengthen cooperation between Great Britain and America. In June 1942, the United States Army Corps of Engineers took over the Manhattan Project from OSRD, and Groves became the project's director. He tightened security, which dried up the flow of information to Britain. American officials were particularly concerned that Akers and other people from ICI involved in the Tube Alloys project were trying to exploit American nuclear scientific knowledge to create a profitable post-war industry. In October 1942, Bush and Conant convinced Roosevelt the United States should independently develop the atomic bomb project, despite an agreement of unrestricted scientific interchange between the US and Britain. This disastrously affected British efforts as they lacked manpower, facilities, equipment and materials. Tube Alloys, therefore, fell behind in the race with the Manhattan Project. On 30 July 1942, Anderson advised Churchill: "We must face the fact that ... [our] pioneering work ... is a dwindling asset and that, unless we capitalise it quickly, we shall be outstripped. We now have a real contribution to make to a 'merger'. Soon we shall have little or none." By the time Britain realised it, the position had worsened; Bush decided outside help for the Manhattan Project was no longer needed. The Military Policy Committee (MPC) supported Bush's arguments and restricted access to the classified information which Britain could utilise to develop its atomic weapons programme, even if it slowed down the American efforts. The Americans stopped sharing any information on heavy water production, the method of electromagnetic separation, the physical or chemical properties of plutonium, the details of bomb design, or the facts about fast neutron reactions. This was a major disappointment that hindered the British and the Canadians, who were collaborating on heavy water production and several other aspects of the research programme. By 1943 Britain had stopped sending its scientists to the United States, which slowed down the pace of work there, which had relied on efforts led by British scientists. In March 1943 Conant approached the Military Policy Committee, which decided that Britain's help would benefit some areas of the project. Chadwick, William Penney, Peierls, Oliphant and other British scientists were important enough that the bomb design team at the Los Alamos Laboratory needed them, despite the risk of revealing weapon design secrets. ### Quebec Agreement Churchill sought information about building Britain's own gaseous diffusion plant, a heavy water plant and an atomic reactor in Britain, despite its immense cost. A gaseous diffusion plant to produce a kilogram of weapons-grade uranium per day was estimated to cost up to £3 million in research and development, and anything up to £50 million to build in wartime Britain. A nuclear reactor to produce that much plutonium per day would have to be built in Canada. It would take up to five years to build and cost £5 million. The project would also require facilities for producing the required heavy water (between £5 million and £10 million) and uranium metal (£1.5 million). The project would need overwhelming priority, as it was estimated to require twenty thousand workers – many of them highly skilled – half a million tons of steel, and an unprecedented half gigawatt of electricity. Disruption to other wartime projects would be inevitable, and it was unlikely to be ready in time to affect the outcome of the war in Europe. The unanimous response was that first another effort should be made to secure American co-operation. In July 1943, in London, American officials cleared up some major misunderstandings about British motives, and after many months of negotiations the Quebec Agreement was signed by Churchill and Roosevelt on 19 August 1943 during the Quebec Conference. The British handed over their material to the Americans and in return received the copies of the American progress reports to the President. Tube Alloys was subsumed into the Manhattan Project. In a section of the Quebec Agreement formally entitled "Articles of Agreement governing collaboration between the authorities of the USA and UK in the matter of Tube Alloys", Britain and the USA agreed to share resources "to bring the Tube Alloys project to fruition at the earliest moment". The leaders further agreed that: - "First, we will never use this agency against each other, - Secondly, we will not use it against third parties without each other's consent, and - Thirdly, we will not either of us communicate any information about Tube Alloys to third parties except by mutual consent." It was also agreed that "any post-war advantages of an industrial or commercial nature" would be decided at the discretion of the President. The Quebec Agreement established the Combined Policy Committee to control the Manhattan Project, consisting of Henry Stimson, Bush and Conant from the United States; Field Marshal Sir John Dill and Colonel J. J. Llewellin were the British members, and C. D. Howe was the Canadian member. Llewellin returned to the United Kingdom at the end of 1943 and was replaced on the committee by Sir Ronald Ian Campbell, who in turn was replaced by the British Ambassador to the United States, Lord Halifax, in early 1945. Dill died in Washington, D.C., in November 1944 and was replaced both as Chief of the British Joint Staff Mission and as a member of the Combined Policy Committee by Field Marshal Sir Henry Maitland Wilson. The subsequent Hyde Park Agreement on 19 September 1944 extended this cooperation to the post-war period. ### British contribution to the Manhattan Project Akers summoned Chadwick, Oliphant, Simon and Peierls to the United States. They arrived the day the Quebec Agreement was signed, ready to assist the Manhattan Project in any way possible. Akers was generally disliked and the Americans refused to move forward with collaboration unless a top British scientist who was "accepted and sound of judgement" was appointed instead. British officials dug in over Britain's right to make its own appointments to its own government agencies. A compromise was reached, with Chadwick put in charge as Britain's technical advisor for the Combined Policy Committee, and as the head of the British Mission to the Manhattan Project. With this dispute settled collaboration could once again take place. Chadwick wanted to involve as many British scientists as possible so long as Groves accepted them. Chadwick's first choice, Joseph Rotblat refused to give up his Polish citizenship. Chadwick then turned to Otto Frisch, who to Chadwick's surprise accepted becoming a British citizen right away and began the screening process so he could travel to America. Chadwick spent the first few weeks of November 1943 acquiring a clear picture of the extensive Manhattan Project. He realised the scale of such sites as Oak Ridge, Tennessee, which was the new headquarters of the project, and could safely conclude that without similar industrial site being found in Germany the chances of the Nazi atomic bomb project being successful was very low. With Chadwick involved the main goal was to show that the Quebec Agreement was a success. It was Britain's duty to co-operate to the fullest and speed along the process. Chadwick used this opportunity to give as many young British scientists experience as possible so they might carry that experience to post-war Britain. He eventually convinced Groves of Rotblat's integrity to the cause, and this led to Rotblat being accepted to the Manhattan Project without renouncing his nationality. Rotblat had been left in charge of the Tube Alloys research, and brought with him the results obtained since Chadwick had left. The Montreal team in Canada depended on the Americans for heavy water from the US heavy water plant in Trail, British Columbia, which was under American contract, and for technical information about plutonium. The Americans said they would supply heavy water to the Montreal group only if it agreed to direct its research along the limited lines suggested by DuPont, its main contractor for reactor construction. Despite doing much good work, by June 1943 the Montreal Laboratory had come to a complete standstill. Morale was low and the Canadian Government proposed cancelling the project. In April 1944, a Combined Policy Committee meeting in Washington agreed Canada would build a heavy water reactor. The Americans agreed to support the project with information and visits, and to supply materials, including vital uranium and heavy water. The Montreal Laboratory would be given access to data from the Metallurgical Laboratory's research reactors at Argonne and the X-10 Graphite Reactor at Oak Ridge, but not from the production reactors at the Hanford Site; nor was it to be given any information about the chemistry of plutonium, or methods for separating it from other elements. This arrangement was formally approved by the Combined Policy Committee meeting on 19 September 1944. John Cockcroft became the director of the Montreal Laboratory. The Chalk River Laboratories opened in 1944, and in 1946 the Montreal Laboratory was closed. The project developed the ZEEP reactor, which went critical in September 1945. William Penney, one of the Tube Alloys scientists, was an expert in shock waves. In June 1944, he went to America to work at the Los Alamos Laboratory as part of the British delegation. He worked on the means to assess the effects of a nuclear explosion, and wrote a paper on what height the bombs should be detonated at for maximum effect in attacks on Germany and Japan. He served as a member of the target committee established by Groves to select Japanese cities for atomic bombing, and on Tinian with Project Alberta as a special consultant. Along with Group Captain Leonard Cheshire, sent as a British representative, he watched the bombing of Nagasaki from the observation plane Big Stink. He also formed part of the Manhattan Project's post-war scientific mission to Hiroshima and Nagasaki that assessed the extent of the damage caused by the bombs. The Smyth Report was issued by the US War Department on 12 August 1945, giving the story of the atomic bomb and including the technical details that could now be made public. It made few references to the British contribution to the bomb, and a White Paper, Statements Relating to the Atomic Bomb, was hurriedly drafted by Michael Perrin. This account was issued just after Clement Attlee had replaced Churchill as Prime Minister, and was the only official statement on the British contribution for fifteen years. ## Aftermath ### Soviet spies in the Tube Alloys project The Soviet Union received details of British research from its atomic spies Klaus Fuchs, Engelbert Broda, Melita Norwood and John Cairncross, a member of the notorious Cambridge Five. Alan Nunn May was recruited later in Canada. Lavrenty Beria's report to Stalin of March 1942 included the MAUD reports and other British documents passed by Cairncross. Fuchs began disclosing information to the Soviet Union about the possible production of a British atomic bomb when he joined the Tube Alloys project, although his contribution towards Soviet espionage was more severe during the Manhattan Project. Fuchs was able to contact a London-based KPD leader, Jürgen Kuczynski, Kuczynski put him in contact with Simon Davidovitch Kremer, the secretary to the military attaché at the Soviet Union's embassy, who worked for the GRU (Russian: Главное Разведывательное Управление), the Red Army's foreign military intelligence directorate. After three meetings, Fuchs was teamed up with a courier so he would not have to find excuses to travel to London. She was Ursula Kuczynski, the sister of Jurgen Kuczynski. She was also a German communist, a major in Soviet Military Intelligence and an experienced agent who had worked with Richard Sorge's spy ring in the Far East. ### Post-war With the end of the war the Special Relationship between Britain and the United States "became very much less special". Roosevelt died on 12 April 1945, and the Hyde Park Agreement was not binding on subsequent administrations. In fact, it was physically lost: when Wilson raised the matter in a Combined Policy Committee meeting in June, the American copy could not be found. The British sent Stimson a photocopy on 18 July 1945. Even then, Groves questioned the document's authenticity until the American copy was located years later in the papers of Vice Admiral Wilson Brown Jr., Roosevelt's naval aide, apparently misfiled by someone unaware of what Tube Alloys was—who thought it had something to do with naval guns. The British government had trusted that America would share nuclear technology, which the British saw as a joint discovery. On 9 November 1945, Mackenzie King and the Prime Minister, Clement Attlee, went to Washington, D.C., to confer with President Harry Truman about future cooperation in nuclear weapons and nuclear power. The three leaders agreed there would be full and effective cooperation on atomic energy, but British hopes for a full resumption of cooperation on nuclear weapons were disappointed. The Americans soon made it clear that this was restricted to basic scientific research. The passage of the Atomic Energy Act of 1946 (McMahon Act) in August 1946 made it clear that the UK would no longer be allowed access to the United States' atomic research. This partly resulted from the arrest for espionage of Alan Nunn May in February 1946. On 8 January 1947, Attlee formed a secret Gen 163 Cabinet committee, consisting of six cabinet ministers, which decided that Britain required the atomic bomb to maintain its position in world politics. In the words of the Foreign Secretary Ernest Bevin, "That won't do at all ... we've got to have this ... I don't mind for myself, but I don't want any other Foreign Secretary of this country to be talked to or at by a Secretary of State in the United States as I have just had in my discussions with Mr Byrnes. We've got to have this thing over here whatever it costs ... We've got to have the bloody Union Jack on top of it." Marshal of the Royal Air Force Lord Portal, was appointed to lead the effort, code-named High Explosive Research. The Atomic Energy Research Establishment (AERE) near Harwell, Oxfordshire, was created by Cockcroft in 1946 as the main centre for military and civilian atomic energy research and development. Penney led the bomb design effort as Chief Superintendent Armament Research (CSAR, pronounced "Caesar"), in charge of the Ministry Of Supply's Armaments Research Department (ARD) at Fort Halstead in Kent and the Royal Arsenal at Woolwich. In April 1950 an abandoned Second World War airfield, RAF Aldermaston in Berkshire, was selected as the permanent home for what became the Atomic Weapons Research Establishment (AWRE). Penney assembled a team to initiate the work, firstly preparing a report describing the features, science and idea behind the American Fat Man implosion-type nuclear weapon. He broke down the development tasks required to replicate it, identifying outstanding questions that required further research on nuclear weapons. On 3 October 1952, under the code-name "Operation Hurricane", the first British nuclear device was successfully detonated in the Monte Bello Islands off the west coast of Australia. The Sputnik crisis and the development of the British hydrogen bomb led to the Atomic Energy Act being amended in 1958, and to a resumption of the nuclear Special Relationship between America and Britain under the 1958 US–UK Mutual Defence Agreement.
43,667
Georg Forster
1,171,900,660
German naturalist, ethnologist, travel writer, journalist, and revolutionary
[ "1754 births", "1794 deaths", "18th-century German botanists", "18th-century German male writers", "18th-century German writers", "18th-century German zoologists", "18th-century explorers", "Academic staff of Johannes Gutenberg University Mainz", "Academic staff of Vilnius University", "Botanists active in the Pacific", "Botanists with author abbreviations", "Enlightenment scientists", "Fellows of the Royal Society", "German entomologists", "German explorers", "German librarians", "German male non-fiction writers", "German mycologists", "German ornithologists", "German people in the Polish–Lithuanian Commonwealth", "German people of Scottish descent", "German revolutionaries", "German taxonomists", "German travel writers", "James Cook", "Members of the German National Academy of Sciences Leopoldina", "People from Gdańsk County", "People from Royal Prussia", "People of the French Revolution", "Pteridologists", "Saint Peter's School (Saint Petersburg) alumni" ]
Johann George Adam Forster, also known as Georg Forster (, 27 November 1754 – 10 January 1794), was a German geographer, naturalist, ethnologist, travel writer, journalist and revolutionary. At an early age, he accompanied his father, Johann Reinhold Forster, on several scientific expeditions, including James Cook's second voyage to the Pacific. His report of that journey, A Voyage Round the World, contributed significantly to the ethnology of the people of Polynesia and remains a respected work. As a result of the report, Forster, who was admitted to the Royal Society at the early age of twenty-two, came to be considered one of the founders of modern scientific travel literature. After returning to continental Europe, Forster turned toward academia. He taught natural history at the Collegium Carolinum in the Ottoneum, Kassel (1778–84), and later at the Academy of Vilna (Vilnius University) (1784–87). In 1788, he became head librarian at the University of Mainz. Most of his scientific work during this time consisted of essays on botany and ethnology, but he also prefaced and translated many books about travel and exploration, including a German translation of Cook's diaries. Forster was a central figure of the Enlightenment in Germany, and corresponded with most of its adherents, including his close friend Georg Christoph Lichtenberg. His ideas, travelogues and personality influenced Alexander von Humboldt, one of the great scientists of the 19th century who hailed Forster as the founder of both comparative ethnology (Völkerkunde) and regional geography (Länderkunde). When the French took control of Mainz in 1792, Forster played a leading role in the Mainz Republic, the earliest republican state in Germany. During July 1793 and while he was in Paris as a delegate of the young Mainz Republic, Prussian and Austrian coalition forces regained control of the city and Forster was declared an outlaw. Unable to return to Germany and separated from his friends and family, he died in Paris of illness in early 1794, not yet 40. ## Early life Georg Forster was born in Nassenhuben (now Mokry Dwór, Poland), a small village near Danzig, on 27 November 1754. Georg was the oldest of seven surviving children of Johann Reinhold Forster, a Reformed Protestant pastor and scholar, and his wife Justina Elisabeth, née Nicolai. From an early age, Georg was interested in the study of nature, and his father first learned natural history from the books of Carl Linnaeus and then taught his son biology as well as Latin, French, and religion. In 1765, Reinhold obtained a commission by the Russian government to inspect the recently founded colonies near Saratov on the Volga River, which were mostly settled by German colonists. Ten-year old Georg accompanied his father on the 4,000 km (2,500 mi) journey, which reached the Kalmyk Steppe and Lake Elton, and collected hundreds of specimens of plants, helping his father with naming and identification. From October 1765, he attended Saint Peter's School in St Petersburg, while his father prepared a report about the state of the colony. Reinhold's report was critical of the voivode of Saratov and of the conditions in the colony, and the Forsters left Russia without payment amidst quarrel with Grigory Orlov. After a sea journey from Kronstadt, during which Georg learned English and practiced Russian, they arrived in London on 4 October 1766. Twelve-year old Georg competently translated Lomonosov's history of Russia into English and continued it until the present, and the printed book was presented to the Society of Antiquaries on 21 May 1767. His father took up a teaching position at Warrington Academy in June 1767, succeeding Joseph Priestley, leaving Georg behind in London as apprentice with a London merchant until the rest of the family arrived in England in September 1767. In Warrington, Georg learned classics and religion from John Aikin, mathematics from John Holt and French and natural history from his father. ## Around the world with Captain Cook The Forsters moved back to London in 1770, where Reinhold Forster cultivated scientific contacts and became a member of the Royal Society in 1772. After the withdrawal of Joseph Banks, he was invited by the British Admiralty to join James Cook's second expedition to the Pacific (1772–75). Georg Forster joined his father in the expedition again and was appointed as a draughtsman to his father. Johann Reinhold Forster's task was to work on a scientific report of the journey's discoveries that was to be published after their return. They embarked HMS Resolution on 13 July 1772, in Plymouth. The ship's route led first to the South Atlantic, then through the Indian Ocean and the Southern Ocean to the islands of Polynesia and finally around Cape Horn back to England, returning on 30 July 1775. During the three-year journey, the explorers visited New Zealand, the Tonga islands, New Caledonia, Tahiti, the Marquesas Islands and Easter Island. They went further south than anybody before them, almost discovering Antarctica. The journey conclusively disproved the Terra Australis Incognita theory, which claimed there was a big, habitable continent in the South. Supervised by his father, Georg Forster first undertook studies of the zoology and botanics of the southern seas, mostly by drawing animals and plants. However, Georg also pursued his own interests, which led to completely independent explorations in comparative geography and ethnology. He quickly learned the languages of the Polynesian islands. His reports on the people of Polynesia are well regarded today, as they describe the inhabitants of the southern islands with empathy, sympathy and largely without Western or Christian bias. Unlike Louis Antoine de Bougainville, whose reports from a journey to Tahiti a few years earlier had initiated uncritical noble savage romanticism, Forster developed a sophisticated picture of the societies of the South Pacific islands. He described various social structures and religions that he encountered on the Society Islands, Easter Island and in Tonga and New Zealand, and ascribed this diversity to the difference in living conditions of these people. At the same time, he also observed that the languages of these fairly widely scattered islands were similar. About the inhabitants of the Nomuka islands (in the Ha'apai island group of present-day Tonga), he wrote that their languages, vehicles, weapons, furniture, clothes, tattoos, style of beard, in short all of their being matched perfectly with what he had already seen while studying tribes on Tongatapu. However, he wrote, "we could not observe any subordination among them, though this had strongly characterised the natives of Tonga-Tabboo, who seemed to descend even to servility in their obeisance to the king." The journey was rich in scientific results. However, the relationship between the Forsters and Cook and his officers was often problematic, due to the elder Forster's fractious temperament as well as Cook's refusal to allow more time for botanical and other scientific observation. Cook refused scientists on his third journey after his experiences with the Forsters. ## Founder of modern travel literature These conflicts continued after the journey with the problem of who should write the official account of the travels. Lord Sandwich, although willing to pay the promised money, was irritated with Johann Reinhold Forster's opening chapter and tried to have it edited. However, Forster did not want to have his writing corrected "like a theme of a School-boy", and stubbornly refused any compromise. As a result, the official account was written by Cook, and the Forsters were deprived of the right to compile the account and did not obtain payment for their work. During the negotiations, the younger Forster decided to release an unofficial account of their travels. In 1777, his book A Voyage Round the World in His Britannic Majesty's Sloop Resolution, Commanded by Capt. James Cook, during the Years, 1772, 3, 4, and 5 was published. This report was the first account of Cook's second voyage (it appeared six weeks before the official publication) and was intended for the general public. The English version and his own translation into German (published 1778–80) earned the young author real fame. The poet Christoph Martin Wieland praised the book as the most important one of his time, and even today it remains one of the most important journey descriptions ever written. The book also had a significant impact on German literature, culture and science, influencing such scientists as Alexander von Humboldt and it inspired many ethnologists of later times. Forster wrote well-polished German prose, which was not only scientifically accurate and objective, but also exciting and easy to read. This differed from conventional travel literature of the time, insofar as it presented more than a mere collection of data – it also demonstrated coherent, colourful and reliable ethnographical facts that resulted from detailed and sympathetic observation. He often interrupted the description to enrich it with philosophical remarks about his observations. His main focus was always on the people he encountered: their behavior, customs, habits, religions and forms of social organization. In A Voyage Round the World he even presented the songs sung by the people of Polynesia, complete with lyrics and notation. The book is one of the most important sources concerning the societies of the Southern Pacific from the times before European influence had become significant. Both Forsters also published descriptions of their South Pacific travels in the Berlin-based Magazin von merkwürdigen neuen Reisebeschreibungen ("Magazine of strange new travel accounts"), and Georg published a translation of "A Voyage to the South Sea, by Lieutenant William Bligh, London 1792" in 1791–93. ## Forster at universities The publication of A Voyage Round the World brought Forster scientific recognition all over Europe. The respectable Royal Society made him a member on 9 January 1777, though he was not even 23 years old. He was granted similar titles from academies ranging from Berlin to Madrid. These appointments, however, were unpaid. He travelled to Paris to seek out a discussion with the American revolutionary Benjamin Franklin in 1777. In 1778, he went to Germany to take a teaching position as a Natural History professor at the Collegium Carolinum in Kassel, where he met Therese Heyne, the daughter of classicist Christian Gottlob Heyne. They married in 1785 (which was after he left Kassel) and had two surviving children, Therese Forster and Clara Forster, but an unhappy marriage. She would eventually leave him for Ludwig Ferdinand Huber and became one of the first independent female writers in Germany. . From his time in Kassel on, Forster actively corresponded with important figures of the Enlightenment, including Lessing, Herder, Wieland and Goethe. He also initiated cooperation between the Carolinum in Kassel and the University of Göttingen where his friend Georg Christoph Lichtenberg worked. Together, they founded and published the scientific and literary journal Göttingisches Magazin der Wissenschaften und Litteratur. Forster's closest friend, Samuel Thomas von Sömmering, arrived in Kassel shortly after Forster, and both were soon involved with the Rosicrucians in Kassel, where Forster took the secret name Amadeus Sragorisinus Segenitor. However, by 1783 Forster saw that his involvement with the Rosicrucians not only led him away from real science, but also deeper into debt (it is said he was not good at money); for these reasons Forster was happy to accept a proposal by the Polish–Lithuanian Commonwealth Commission of National Education and became Chair of Natural History at Vilnius University in 1784. Initially, he was accepted well in Vilnius, but he felt more and more isolated with time. Most of his contacts were still with scientists in Germany; especially notable is his dispute with Immanuel Kant about the definition of race. In 1785, Forster traveled to Halle where he submitted his thesis on the plants of the South Pacific for a doctorate in medicine. Back in Vilnius, Forster's ambitions to build a real natural history scientific centre could not get appropriate financial support from the authorities in Polish–Lithuanian Commonwealth. Moreover, his famous speech on natural history in 1785 went almost unnoticed and was not printed until 1843. These events led to high tensions between him and the local community. Eventually, he broke the contract six years short of its completion as Catherine II of Russia had offered him a place on a journey around the world (the Mulovsky expedition) for a high honorarium and a position as a professor in Saint Petersburg. This resulted in a conflict between Forster and the influential Polish scientist Jędrzej Śniadecki. However, the Russian proposal was withdrawn and Forster left Vilnius. He then settled in Mainz, where he became head librarian of the University of Mainz, a position held previously by his friend Johannes von Müller, who made sure Forster would succeed him when Müller moved to the administration of Elector Friedrich Karl Josef von Erthal. Forster regularly published essays on contemporary explorations and continued to be a very prolific translator; for instance, he wrote about Cook's third journey to the South Pacific, and about the Bounty expedition, as well as translating Cook's and Bligh's diaries from these journeys into German. From his London years, Forster was in contact with Sir Joseph Banks, the initiator of the Bounty expedition and a participant in Cook's first journey. While at the University of Vilnius he wrote the article "Neuholland und die brittische Colonie in Botany-Bay", published in the Allgemeines historisches Taschenbuch (Berlin, December 1786), an essay on the future prospects of the English colony founded in New South Wales in 1788. Another interest of his was indology – one of the main goals of his failed expedition to be financed by Catherine II had been to reach India. He translated the Sanskrit play Shakuntala using a Latin version provided by Sir William Jones; this strongly influenced Johann Gottfried Herder, and triggered German interest in the culture of India. ## Views from the Lower Rhine In the second quarter of 1790, Forster and the young Alexander von Humboldt started from Mainz on a long journey through the Southern Netherlands, the United Provinces, and England, eventually finishing in Paris. The impressions from the journey were described in a three volume publication Ansichten vom Niederrhein, von Brabant, Flandern, Holland, England und Frankreich im April, Mai und Juni 1790 (Views of the Lower Rhine, from Brabant, Flanders, Holland, England, and France in April, May and June 1790), published 1791–94. Goethe said about the book: "One wants, after one has finished reading, to start it over, and wishes to travel with such a good and knowledgeable observer." The book includes comments on the history of art that were as influential for the discipline as A Voyage Round the world was for ethnology. Forster was, for example, one of the first writers who gave just treatment to the Gothic architecture of Cologne Cathedral, which was widely perceived as "barbarian" at that time. The book conformed well to the early Romantic intellectual movements in German-speaking Europe. Forster's main interest, however, was again focused on the social behavior of people, as 15 years earlier in the Pacific. The national uprisings in Flanders and Brabant and the revolution in France sparked his curiosity. The journey through these regions, together with the Netherlands and England, where citizens' freedoms were equally well developed, in the end helped him to resolve his own political opinions. From that time on he was to be a confident opponent of the ancien régime. With other German scholars, he welcomed the outbreak of the revolution as a clear consequence of the Enlightenment. As early as 30 July 1789, shortly after he heard about the Storming of the Bastille, he wrote to his father-in-law, philologist Christian Gottlob Heyne, that it was beautiful to see what philosophy had nurtured in people's minds and then had realized in the state. To educate people about their rights in this way, he wrote, was after all the surest way; the rest would then result as if by itself. ## Life as a revolutionary ### Foundation of the Mainz Republic The French revolutionary army under General Custine gained control over Mainz on 21 October 1792. Two days later, Forster joined others in establishing a Jacobin Club called "Freunde der Freiheit und Gleichheit" ("Friends of Freedom and Equality") in the Electoral Palace. From early 1793 he was actively involved in organizing the Mainz Republic. This first republic located on German soil was constituted on the principles of democracy, and encompassed areas on the left bank of the Rhine between Landau and Bingen. Forster became vice-president of the republic's temporary administration and a candidate in the elections to the local parliament, the Rheinisch-Deutscher Nationalkonvent (Rhenish-German National Convention). From January to March 1793, he was an editor of Die neue Mainzer Zeitung oder Der Volksfreund (The new Mainz newspaper or The People's Friend), a name chosen in reference to Marat's L'Ami du peuple. In his first article he wrote: > Die Pressefreiheit herrscht endlich innerhalb dieser Mauern, wo die Buchdruckerpresse erfunden ward. > The freedom of the press finally reigns within these walls where the printing press was invented. This freedom did not last long, though. The Mainz Republic existed only until the retreat of the French troops in July 1793 after the siege of Mainz. Forster was not present in Mainz during the siege. As representatives of the Mainz National Convention, he and Adam Lux had been sent to Paris to apply for Mainz – which was unable to exist as an independent state – to become a part of the French Republic. The application was accepted, but had no effect, since Mainz was conquered by Prussian and Austrian troops, and the old order was restored. Forster lost his library and collections and decided to remain in Paris. ### Death in revolutionary Paris Based on a decree by Emperor Francis II inflicting punishments on German subjects who collaborated with the French revolutionary government, Forster was declared an outlaw and placed under the Imperial ban; a prize of 100 ducats was set on his head and he could not return to Germany. Devoid of all means of making a living and without his wife, who had stayed in Mainz with their children and her later husband Ludwig Ferdinand Huber, he remained in Paris. At this point the revolution in Paris had entered the Reign of Terror introduced by the Committee of Public Safety under the rule of Maximilien Robespierre. Forster had the opportunity to experience the difference between the promises of the revolution of happiness for all and its cruel practice. In contrast to many other German supporters of the revolution, like for instance Friedrich Schiller, Forster did not turn back from his revolutionary ideals under the pressure of the terror. He viewed the events in France as a force of nature that could not be slowed and that had to release its own energies to avoid being even more destructive. Before the reign of terror reached its climax, Forster died after a rheumatic illness in his small attic apartment at Rue des Moulins in Paris on 10 January 1794, at the age of thirty-nine. At the time, he was making plans to visit India. ## Views on nations and their culture Forster had partial Scottish roots and was born in Polish Royal Prussia, and therefore was by birth a Polish subject. He worked in Russia, England, Poland and in several German countries of his time. Finally, he finished his life in France. He worked in different milieus and traveled a lot from his youth on. It was his view that this, together with his scientific upbringing based on the principles of the Enlightenment, gave him a wide perspective on different ethnic and national communities: > All peoples of the earth have equal claims to my good will ... and my praise and blame are independent of national prejudice. In his opinion all human beings have the same abilities with regard to reason, feelings and imagination, but these basic ingredients are used in different ways and in different environments, which gives rise to different cultures and civilizations. According to him it is obvious that the culture on Tierra del Fuego is at a lower level of development than European culture, but he also admits that the conditions of life there are much more difficult and this gives people very little chance to develop a higher culture. Based on these opinions he was classified as one of the main examples of 18th-century German cosmopolitanism. In contrast to the attitude expressed in these writings and to his Enlightenment background, he used insulting terms expressing prejudice against Poles in his private letters during his stay in Vilnius and in a diary from the journey through Poland, but he never published any manifestation of this attitude. These insults only became known after his death, when his private correspondence and diaries were released to the public. Since Forster's published descriptions of other nations were seen as impartial scientific observations, Forster's disparaging description of Poland in his letters and diaries was often taken at face value in Imperial and Nazi Germany, where it was used as a means of science-based support for a purported German superiority. The spreading of the "Polnische Wirtschaft" (Polish economy) stereotype is most likely due to the influence of his letters. Forster's attitude brought him into conflict with the people of the different nations he encountered and made him welcome nowhere, as he was too revolutionary and antinational for Germans, proud and opposing in his dealings with Englishmen, too unconcerned about Polish science for Poles, and too insignificant politically and ignored while in France. ## Legacy After Forster's death, his works were mostly forgotten, except in professional circles. This was partly due to his involvement in the French revolution. However, his reception changed with the politics of the times, with different periods focusing on different parts of his work. In the period of rising nationalism after the Napoleonic era he was regarded in Germany as a "traitor to his country", overshadowing his work as an author and scientist. This attitude rose even though the philosopher Karl Wilhelm Friedrich Schlegel wrote about Forster at the beginning of the 19th century: > Among all those authors of prose who are justified in laying claim to a place in the ranks of German classics, none breathes the spirit of free progress more than Georg Forster. Some interest in Forster's life and revolutionary actions was revived in the context of the liberal sentiments leading up to the 1848 revolution. But he was largely forgotten in the Germany of Wilhelm II and more so in Nazi Germany, where interest in Forster was limited to his stance on Poland from his private letters. Interest in Forster resumed in the 1960s in East Germany, where he was interpreted as a champion of class struggle. The GDR research station in Antarctica that was opened on 25 October 1987, was named after him. In West Germany, the search for democratic traditions in German history also led to a more diversified picture of him in the 1970s. The Alexander von Humboldt foundation named a scholarship program for foreign scholars from developing countries after him. His reputation as one of the first and most outstanding German ethnologists is indisputable, and his works are seen as crucial in the development of ethnology in Germany into a separate branch of science. The ethnographical items collected by Georg and Johann Reinhold Forster are now presented as the Cook-Forster-Sammlung (Cook–Forster Collection) in the Sammlung für Völkerkunde anthropological collection in Göttingen. Another collection of items collected by the Forsters is on display at the Pitt Rivers Museum in Oxford. ## Works - A Voyage Round the World in His Britannic Majesty's Sloop Resolution, Commanded by Capt. James Cook, during the Years, 1772, 3, 4, and 5 (1777) Internet Archive scans: Vol. I and II; modern publication with commentary: (preview) - Characteres generum plantarum, quas in Itinere ad Insulas Maris Australis, Collegerunt, Descripserunt, Delinearunt, annis MDCCLXXII-MDCCLXXV Joannes Reinoldus Forster et Georgius Forster (1775/76), archive.org - De Plantis Esculentis Insularum Oceani Australis Commentatio Botanica (1786) available online at Project Gutenberg - Florulae Insularum Australium Prodromus (1786) available online at Project Gutenberg and Biodiversity Heritage Library (DOI:10.5962/bhl.title.10725) - Essays on moral and natural geography, natural history and philosophy (1789–97) - Views of the Lower Rhine, Brabant, Flanders (three volumes, 1791–94) - Georg Forsters Werke, Sämtliche Schriften, Tagebücher, Briefe, Deutsche Akademie der Wissenschaften zu Berlin, G. Steiner et al. Berlin: Akademie 1958 - Werke in vier Bänden, Gerhard Steiner (editor). Leipzig: Insel 1965. ASIN: B00307GDQ0 - Reise um die Welt, Gerhard Steiner (editor). Frankfurt am Main: Insel, 1983. - Ansichten vom Niederrhein, Gerhard Steiner (editor). Frankfurt am Main: Insel, 1989. - Georg Forster, Briefe an Ernst Friedrich Hector Falcke. Neu aufgefundene Forsteriana aus der Gold- und Rosenkreuzerzeit, Michael Ewert, Hermann Schüttler (editors). Georg-Forster-Studien Beiheft 4. Kassel: Kassel University Press 2009. ## See also \*: Category:Taxa named by Georg Forster - European and American voyages of scientific exploration - List of important publications in anthropology
11,384,647
Operation Paravane
1,142,115,528
British air raid on German battleship Tirpitz
[ "1944 in Norway", "Aerial operations and battles of World War II involving the United Kingdom", "Alta, Norway", "Conflicts in 1944", "Military operations of World War II involving Germany", "September 1944 events", "Soviet Union–United Kingdom relations", "World War II aerial operations and battles of the Western European Theatre" ]
Operation Paravane was a British air raid of World War II that inflicted heavy damage on the German battleship Tirpitz, at anchor in Kaafjord in the far north of German-occupied Norway. The attack was conducted on 15 September 1944 by 21 Royal Air Force heavy bombers, which flew from an airfield in the north of the Soviet Union. The battleship was struck by one bomb, and further damaged by several near misses. This damage rendered Tirpitz unfit for combat, and she could not be repaired as it was no longer possible for the Germans to sail her to a major port. The attack on 15 September followed a series of raids conducted against Tirpitz with limited success by Royal Navy carrier aircraft between April and August 1944, seeking to sink or disable the battleship at her anchorage, so that she no longer posed a threat to Allied convoys travelling to and from the Soviet Union. The first of these raids was successful, but the other attacks failed due to shortcomings with the Fleet Air Arm's strike aircraft and the formidable German defences. As a result, the task of attacking the battleship was transferred to the RAF's Bomber Command. Avro Lancaster bombers from the Command's two elite squadrons flew to their staging airfield in the Soviet Union on the night of 11/12 September, and attacked on 15 September using heavy bombs and air-dropped mines. All of the British aircraft returned to base, though one of the Lancasters later crashed during its flight back to the United Kingdom. Following Operation Paravane, the German Navy's commander decided to use Tirpitz as a static artillery battery to protect the town of Tromsø. The Allies were unable to confirm the extent of the battleship's damage, and conducted two more heavy bomber raids against her in late 1944, Operation Obviate on 29 October, and Operation Catechism on 12 November. Tirpitz was sunk with considerable loss of life during the second of these attacks. ## Background From early 1942, Tirpitz posed a significant threat to the Allied convoys transporting supplies through the Norwegian Sea to the Soviet Union. Stationed in fjords on the Norwegian coast, the battleship was capable of overwhelming the close-escort forces of Arctic convoys or breaking out into the North Atlantic. Owing to the superiority of the Allied navies, Tirpitz rarely put to sea and only conducted three brief combat operations into the Norwegian Sea during her career. The Allies needed to keep a powerful force of warships with the British Home Fleet to counter the threat she posed and capital ships accompanied most convoys part of the way to the Soviet Union. Royal Air Force (RAF) heavy bombers conducted a series of abortive raids on Tirpitz shortly after the battleship arrived in Norway from Germany in January 1942. Tirpitz was initially based at Fættenfjord near Trondheim, which lay within range of British bombers flying from Scotland. The first raid on 30 January involved nine Handley Page Halifax and seven Short Stirling bombers. Owing to cloud over the target area, only one of the bombers sighted Tirpitz and none inflicted damage. One Halifax crashed into the sea on its way back to Scotland and its crew were rescued. The next raid on Fættenfjord took place on 30 March, with the attacking force comprising 33 Halifaxes. The operation was again frustrated by heavy clouds over the target area. Four of the Halifaxes were shot down and two others crashed while returning to base. Another attack was mounted by 30 Halifaxes and 11 Avro Lancasters on the night of 27/28 April. Aircraft of the first wave located and attacked Tirpitz but no damage was inflicted and five bombers were lost. The final raid in this series took place the next night and involved 21 Halifaxes and 12 Lancasters. The attackers found Tirpitz covered in a protective smokescreen and the battleship again escaped damage; two British aircraft were destroyed. Plans for further heavy bomber attacks on Tirpitz were developed throughout 1942, none took place. One of the options considered was to stage the bombers through a base in the northern Soviet Union but this was judged impractical as little was known about the suitability of Soviet airfields for heavy bombers. Two squadrons of RAF Coastal Command Handley Page Hampden torpedo bombers operated from Vaenga in northern Russia during mid-September 1942 to counter Tirpitz or any other German warships which attempted to attack Allied convoys but these aircraft did not make contact with the ship. Further plans for air attacks on Tirpitz were developed during 1943 but none took place. During 1942 and 1943 British inventor Barnes Wallis tried to develop a version of his "bouncing bomb" for use against Tirpitz alongside the larger weapons that were used to attack several German dams during Operation Chastise on 16/17 May 1943. No. 618 Squadron was formed in April 1943 and equipped with de Havilland Mosquitos for this attack but trials of the "Highball" bouncing bombs during the year were unsuccessful and the plan was abandoned in September. Tirpitz was transferred to a new base at Kaafjord in the far north of Norway in late May 1943. This anchorage was well protected, with the defences including equipment capable of rapidly generating an artificial smokescreen as well as many anti-aircraft guns located in shore batteries and warships. During June 1943, consideration was given to attacking the battleship with United States Army Air Forces Boeing B-17 Flying Fortress heavy bombers. These aircraft would have flown from the United Kingdom to Kaafjord, landed in the Soviet Union and made another attack against Tirpitz on their return flight. Such a mission was judged to be impractical by the RAF as it was expected that German fighter aircraft would attack the bombers and Kaafjord would be covered by a smokescreen by the time they arrived over the target area. The only attack made against Tirpitz at Kaafjord by land-based aircraft prior to September 1944 was a small raid conducted by 15 Soviet bombers on the night of 10/11 February 1944, but it did not inflict any damage on the battleship. The Royal Navy attacked Tirpitz at Kaafjord from September 1943 until August 1944. On 23 September 1943, the crews of two British midget submarines penetrated the defences around the battleship during Operation Source, and placed explosive charges in the water beneath her. This attack caused extensive damage to Tirpitz, putting her out of service for six months. Further midget submarine attacks were not considered feasible and an air raid designated Operation Tungsten was conducted by Royal Navy aircraft carriers on 3 April 1944 as repairs to the battleship neared completion. Tirpitz did not suffer heavy damage in this operation but was out of action for several more months while repairs were completed. The Home Fleet sortied to attack Kaafjord on a further four occasions between April and July; all but the last of these operations were frustrated by bad weather and the Operation Mascot raid on 17 July did not inflict any damage on Tirpitz. Four more carrier attacks targeting Tirpitz were undertaken between 22 and 29 August during Operation Goodwood but again resulted in only minor damage to the battleship. ## Planning Senior Royal Navy officers attributed the failure of the raids conducted between April and August 1944 to shortcomings with the Fleet Air Arm's main attack aircraft, the Fairey Barracuda. Although Operation Tungsten succeeded because the Germans were taken by surprise, during subsequent raids the slow speed of the Barracudas gave Kaafjord's defenders time to cover the area with artificial smoke before the British aircraft arrived over the target area. Moreover, the Barracudas were unable to carry bombs large enough to significantly damage Tirpitz when hits were achieved. As a result, before and after Operation Goodwood, further consideration was given to using Mosquitos to attack the battleship; under initial plans developed in mid-August these aircraft would have been launched from aircraft carriers and attacked Tirpitz with 2,000-pound (910 kg) or 4,000-pound (1,800 kg) armour-piercing bombs before landing in northern Russia. These proposals came to nothing as the Supreme Allied Commander of the Allied Expeditionary Force, General Dwight D. Eisenhower, was unwilling to release any Mosquitos in July, and in August the Mosquitos were also judged to be too slow to successfully reach Kaafjord from aircraft carriers before it was covered by smoke. In August RAF Bomber Command, which controlled the force's heavy bombers, began developing plans to strike Tirpitz at Kaafjord. During a meeting on 28 August between the head of Bomber Command, Air Chief Marshal Sir Arthur Harris, and Vice-Chief of the Air Staff Air Marshal Douglas Evill, to discuss the feasibility of dispatching Mosquitos against Kaafjord, Harris stated that he had ready a plan to attack the battleship with Lancaster bombers. Under this plan, 24 Lancasters were to depart a base in the far north of Scotland, bomb Tirpitz, and return to an airstrip in the Shetland Islands. If the return trip was judged impossible, the bombers would instead land at Murmansk in northern Russia before returning to the United Kingdom. Bomber Command's staff had contacted Soviet officials about the latter element of the plan, and concluded that it would be feasible. Owing to the complex nature of the mission, Bomber Command's two elite special duties units, No. 9 and No. 617 Squadrons, would conduct the attack. This proposal was viewed favourably, and was approved by Eisenhower's headquarters on 5 September. No. 5 Group was assigned responsibility for planning the attack on Tirpitz in late August. The group's staff officers judged that it was essential for the raid to surprise Kaafjord's defenders so that the battleship was not covered in smoke by the time the Lancasters arrived. As the seaward approaches to the fjord were covered by a comprehensive radar network, the planners decided that the attack force should approach the region overland from the south-east and at a high speed to limit the defenders' warning time to eight minutes or less. Due to the difficulty of damaging the heavily armoured battleship, the main weapon selected for this operation was the Tallboy bomb, the largest then in service with the RAF and capable of penetrating well-protected targets. Some of the bombers were to be armed with "Johnnie Walker" (commonly called "JW") mines, which were designed to be dropped from aircraft and move through the water by rapidly diving and surfacing until they struck their target. The Tallboy had been successfully used by No. 617 Squadron against tunnels and other facilities, but the mines had not been used in combat, and Harris and several other senior RAF officers were sceptical of their effectiveness. As test flights conducted by No. 617 Squadron proved that it was not possible to make a return trip to Kaafjord from Scotland, and an evaluation of the main airstrip in Shetland determined that it was unsuitable for Lancasters, No. 5 Group's staff officers judged that it would be necessary for the aircraft to refuel in the Soviet Union. Detailed investigation of the airstrips near Murmansk found that they were at best marginal for heavy bombers and had almost no accommodation or aircraft servicing facilities. Moreover, the airstrips were vulnerable to attack from fighters operating from nearby German bases. Instead, it was decided that the attack force should fly over northern Sweden and Finland after raiding Kaafjord and refuel at Yagodnik airstrip, which was on an island near Arkhangelsk. This plan was accepted by the Air Ministry on 6 September. Soviet Naval Aviation offered to attack German fighter bases at the same time as the British bombers arrived over the target area, but No. 5 Group rejected this proposal and requested that Soviet aircraft not fly near Kaafjord, to avoid alerting the Germans. Also in early September, five aircraft from No. 192 Squadron, which specialised in monitoring enemy radars, conducted sorties to locate German radar stations in northern Norway and identify any gaps in their coverage. The operation order setting out how the raid was to be conducted was issued by No. 5 Group on 7 September. It stated that Kaafjord was believed to be protected by 16 heavy and 16 light anti-aircraft guns, as well as Tirpitz's guns, and that it took the defenders ten minutes to cover the battleship with a smokescreen. The attack force was to be organised into two groups. Force A, comprising twelve Lancasters from No. 9 Squadron and an equal number from No. 617 Squadron armed with a single Tallboy each, was to continue to Yagodnik after bombing. Force B was to comprise six Lancasters from each of the squadrons armed with twelve JW mines and return directly to either Scotland or the Shetland Islands. A Lancaster from the RAF Film Unit, which was attached to No. 463 Squadron RAAF, would accompany Force B and also return to the United Kingdom after the bombers completed their attack. It was intended that the attack would be conducted in daylight, and that the Lancasters would assemble into formations near Kaafjord before attacking. If the fjord was covered by cloud or smoke, Force A was ordered to not drop its valuable bombs and continue onto Yagodnik. Force B was directed to drop the JW mines regardless of cloud or smoke cover as long as an aiming point could be identified. The entire attack group was to maintain strict radio silence. Two No. 511 Squadron Consolidated B-24 Liberator transport aircraft were assigned to carry maintenance personnel and supplies from the United Kingdom to Yagodnik, and a Mosquito fitted for photo reconnaissance tasks from No. 540 Squadron would scout ahead of the attack force. All aircrew were briefed on this plan on either 8 or 9 September. Group Captain C.C. McMullen, the commander of No. 9 Squadron's home base of RAF Bardney, was appointed the overall leader of the detachment. No. 617 Squadron's commanding officer, Wing Commander "Willy" Tait, was selected to lead the strike force. To provide weather reports and damage assessments from Kaafjord, agents on the ground were needed, but the last radio group in the area had exfiltrated in May 1944. The first attempt at re-establishing a presence near Tirpitz occurred in August 1944, when a Norwegian Secret Intelligence Service (SIS) agent was dispatched to the nearby village of Alta. The agent infiltrated with a radio transmitter codenamed "Sinding" from neutral Sweden, but only managed to begin transmissions to the United Kingdom on 22 September, too late for the preparation stage for the operation. In a second attempt at establishing an agent group in the area, the Norwegian SIS agents Knut Moe and Anton Arild were dropped by parachute into the wilderness between Kaafjord and Alta on 8 September by an American Operation Carpetbagger Liberator. During the drop the agents became separated from most of their equipment, with the exception of the radio transmitter. Without weapons and equipment, the agents were forced to relocate to the village of Bossekop, where Moe's mother lived. The radio transmitter operated by the SIS team, codenamed "Aslaug", was operational by 13 September, sending weather reports to the United Kingdom every other hour. As well as reporting on the weather, Moe and Arild radioed assessments of the damage Tirpitz had suffered in the air attacks prior to Operation Paravane. Local contacts helped the agents in spying on Tirpitz before and after the 15 September attack. By the time of the attack, Moe and Arild had established an observation post overlooking Tirpitz's anchorage in Kaafjord. ## Preparations The attack force was placed on alert to launch what had been designated Operation Paravane on 8 September. Good weather was vital for the operation, and the airmen waited at their home bases for the next two days as forecasts proved unfavourable. Meanwhile, the Air Ministry, No. 5 Group and British military liaison officers in the USSR continued to work with the relevant Soviet headquarters to finalise the arrangements for Force A's flight from Norway to Yagodnik. Subsequent forecasts indicated that weather conditions at Kaafjord were changing rapidly, and during the morning of 11 September Harris judged that it would not be feasible to launch the bombers from Scotland with confidence that Kaafjord would be free of cloud by the time they arrived. Accordingly, he decided to change the plans for the operation, with all of the bombers now flying to Yagodnik first and mounting the attack from that airfield. Harris ordered the attack force to depart that afternoon, before advising the Air Ministry or Soviets of the change in plans. Both British bomber squadrons began to take off at 5 pm local time. No. 9 Squadron dispatched 18 Lancasters from RAF Bardney and 20 No. 617 Squadron Lancasters departed from RAF Woodhall Spa. A total of 26 Lancasters were armed with Tallboys and the remainder with JW mines. The Film Unit Lancaster also flew out of Bardney carrying three RAF cameramen as well as an Associated Press journalist and a radio reporter from the BBC. The Liberators departed Bardney just before the bombers, carrying McMullen, maintenance personnel and spare parts. The No. 540 Squadron Mosquito left Bardney the next day. Despite not being notified of the new plan until after all of the Lancasters were airborne, the Soviet military quickly agreed to the changed arrangements. The Lancasters' flight to Yagodnik initially went well. After departing their bases, the 39 aircraft flew north to Shetland before turning east. During the early stages of the flight one of the No. 9 Squadron Lancasters was forced to dump its Tallboy into the North Sea after it became decoupled from its mounting; the bomber returned to base. The remaining aircraft passed over neutral Sweden where the aircrew, most of whom had only conducted night flying over countries observing blackouts, were pleased to see towns lit up. After crossing the Gulf of Bothnia the Lancasters continued over Finland towards the USSR. Several aircraft were fired on by Swedish, Finnish and Soviet anti-aircraft defences, but only one suffered any damage. Despite pre-departure forecasts of good weather, the force encountered thick clouds after entering Finnish airspace; this continued for the remainder of the flight. The conditions made navigation difficult, and forced the pilots to fly at a low altitude so that they could use features on the ground to determine their location. Only 26 of the Lancasters were able to locate Yagodnik and land there during the morning of 12 September, the other 13 touching down at other airfields or crash landing in open spaces. Five or six of the latter aircraft were written off, and two of the seven which eventually reached Yagodnik were too badly damaged to be used in operations. Despite the number of crashes, none of the airmen on board these aircraft were injured. McMullen recorded that it was "extraordinary that so few crashes occurred" given the adverse circumstances, and that the majority of the aircraft dispatched could have been destroyed. After being concentrated at Yagodnik, the attack force was readied to strike Kaafjord. The Soviet personnel at the airfield provided considerable assistance, but the process of refuelling the aircraft could not be completed until 13 September due to inadequate facilities. The ground crew also repaired some of the damaged bombers, in some cases with parts salvaged from the aircraft which had been written off. The British officers and senior non-commissioned officers were accommodated in a boat, and all other personnel slept in overcrowded underground huts. Both the boat and the huts were infested with bed bugs, and almost all of the airmen were bitten before the accommodation was fumigated by the detachment's medical officer. By the morning of 14 September, 26 Lancasters from the attack forces and the Film Unit aircraft were ready; 20 of the bombers were armed with Tallboys and the remainder with JW mines. The Mosquito took off bound for Kaafjord at 2:10 am, but the planned departure of the bombers at 8:00 am was cancelled when it returned to Yagodnik at 6:45 and reported that conditions over the target area were unsuitable. For the remainder of the day the Soviets provided hospitality including a formal lunch, a football tournament and a film that night. Some of the Allied airmen were disturbed to see political prisoners being beaten by overseers while undertaking forced labour. Work on repairing the damaged Lancasters also continued on 14 September, and an additional Tallboy-armed aircraft was ready by the next morning. The plans for the raid were further adjusted while No. 9 and No. 617 Squadrons were waiting at Yagodnik. The Lancasters were to take off together, and fly at low altitude until they reached the border between Finland and the USSR to avoid detection by German radar stations located around Kirkenes. The Force A aircraft would then climb to around 20,000 feet (6,100 m) and the six Force B bombers to 16,000 feet (4,900 m). Three Lancasters from No. 9 Squadron would proceed ahead of the main body to determine wind conditions over Kaafjord. When the main body reached a position around 60 miles (97 km) from the fjord, at which point the British expected that the Germans would have detected the bombers, the Lancasters would move into attack formations and commence their bombing run. It was decided that all of the aircraft should attack simultaneously, with Force A flying in four groups of five aircraft which would approach Kaafjord from the south and drop Tallboys from altitudes between 18,000 feet (5,500 m) and 14,000 feet (4,300 m). Force B was to fly in two lines abreast, pass over the fjord from south-east to north-west, and release the JW mines from between 12,000 feet (3,700 m) and 10,000 feet (3,000 m). ## Attack The No. 540 Squadron Mosquito reconnoitred Kaafjord again in the morning of 15 September, and at 7 am Yagodnik time reported that conditions were suitable for an attack. The 27 bombers and the Film Unit Lancaster began taking off shortly afterwards. The aircraft flew in a loose formation and the journey to northern Norway went as planned, though six Lancasters were forced to abort and return to Yagodnik. Despite passing near several German bases, the British force was undetected and no German fighters were airborne over Kaafjord at the time of the attack. Kaafjord's defenders detected the Lancasters approximately ten minutes before they arrived, and the protective smokescreen was beginning to form when the attack commenced at 10:55 am GMT. Only the first group of Lancasters, led by Tait, were able to aim their bombs at Tirpitz before she was obscured by smoke. It is believed that the bomb dropped from Tait's aircraft struck the battleship, and the other bombs dropped by this group landed in the water nearby. All the other Force A aircraft aimed their Tallboys at the anti-aircraft gunfire rising from the ship; 17 of the weapons were dropped. Several Lancasters made more than one pass over the target area as their bomb aimers sought to locate Tirpitz or technical problems prevented their Tallboy from being dropped on the initial pass. Force B commenced its attack after the Tallboy Lancasters had completed theirs so that the shock waves from bomb explosions did not prematurely set off the JW mines. As none of the Force B aircrew were able to spot Tirpitz due to the smokescreen, they dropped the mines on the battleship's estimated position. These weapons did not cause any damage. The smokescreen over Kaafjord prevented the Allied aircrew from being able to assess the results of their bombing, though several large spouts of water and explosions were observed. Tait was also pleased to see a column of black smoke rising through the smokescreen. Some of the bombs and mines landed up to a mile from the battleship. Tirpitz's anti-aircraft guns and a further 98 guns located in nearby shore batteries and warships fired on the bombers throughout the attack, but only four Lancasters suffered any damage. All of the Lancasters had completed their attacks by 11:07 am GMT, and the 21 bombers began the return journey to Yagodnik. The Force A aircraft which had not been able to bomb brought their Tallboys back. This flight proved uneventful, and all 27 Lancasters landed at Yagodnik in the evening. The Film Unit aircraft flew directly from Kaafjord to the United Kingdom, and arrived at its home station after a fifteen-and-a-half hour flight; this was the longest operational Lancaster mission of World War II. The Mosquito conducted a reconnaissance sortie over Kaafjord on the afternoon of 15 September, arriving at about 1:30 pm GMT. Its crew found that the fjord was covered with cloud and smoke. They could briefly see Tirpitz, and reported that no damage was evident to the battleship, which remained afloat. The Mosquito conducted further reconnaissance sorties on 16 September, but the fjord was completely obscured on all occasions. McMullen considered launching a second attack, but decided against doing so as only two Tallboys and one load of JW mines were available. ## Aftermath Tirpitz was rendered unfit for combat by Operation Paravane. The Tallboy bomb that struck the battleship passed through the foredeck and hull, and exploded in the water on the starboard side of her bow. This damage wrecked the bow, and left the battleship's forward compartments flooded with 2,000 tons of water. The explosions of several other Tallboys in the water near Tirpitz also buckled some of her hull plates and bulkheads. The battleship's casualties were not heavy, with five men killed and fifteen wounded. The damage was assessed as needing nine months' worth of work to repair. After reporting on the damage, Tirpitz's commanding officer, Kapitän zur See Wolf Junge, recommended to the German Navy's high command that the battleship be removed from service. The attack force returned to the United Kingdom in several groups. Tait led 16 Lancasters out of Yagodnik in the evening of 16 September; most of these aircraft flew over southern Finland, Sweden and Denmark. One of the Lancasters went off course and crashed on a mountain near Nesbyen in Norway, killing all eleven airmen aboard, the only Allied casualties of Operation Paravane. Nine other Lancasters departed on 17 September, followed by five the next day and two on 21 September. The remaining Lancasters had been judged to be damaged beyond repair, and were handed over to the Soviets. The Mosquito, which had been damaged by anti-aircraft fire during a sortie over Kaafjord, returned once repairs were complete on 26 September. The two Liberators were the final aircraft to depart, and flew out of Yagodnik carrying McMullen on 27 September. Following the attack, the British intelligence services sought to determine the extent of Tirpitz's damage. During late September, Norwegian SIS agents in the Kaafjord area reported that the battleship had been struck by a bomb and appeared damaged. German radio signals that were intercepted and decoded on 25 and 29 September also stated that Tirpitz had suffered a single hit from a large bomb. Photographs taken by the No. 540 Squadron Mosquito and a Soviet aircraft on 20 September indicated that the bow of the ship was damaged, though it was not possible to determine how badly. Drawing on this evidence, the Royal Navy's Naval Intelligence Division concluded on 30 September that Tirpitz had "almost certainly" been struck by a Tallboy and may have been further damaged by near misses, and that the damage to the ship may have been "considerable" and rendered her unable to put to sea. A report from a Norwegian agent on 30 September was more specific, stating that Tirpitz had suffered a direct hit, which had opened a 17-metre (56 ft) gash on her bow. Further agent reports in early October provided little new evidence. By late October, with no major German warships left in Kaafjord, the agents operating the "Aslaug" transmitter left the area, sending their last transmission to the United Kingdom on 22 October. Moe and Arild made their way on foot across the Finnmarksvidda plateau to Kautokeino and from there through Finland to Karesuando in Sweden, arriving on 5 December. The agents carried out the march without resupplies of food, as Operation Carpetbagger had ceased using Soviet airbases after a Liberator was inadvertently shot down by a Soviet fighter during a follow-up operation to Finnmark shortly after the insertion of Moe and Arild. A meeting involving Großadmiral Karl Dönitz, the commander of the German Navy, was held in Berlin on 23 September to discuss the damage to Tirpitz. Dönitz was informed that it would take nine months to repair the ship, and that all the work had to be done at Kaafjord as the battleship would be extremely vulnerable if she tried to sail to a major port. As Soviet forces were also rapidly advancing towards northern Norway, Dönitz judged that it was not feasible to either return the ship to ocean-going service or retain her at Kaafjord. Instead, he decided to use Tirpitz as a floating artillery battery to defend the town of Tromsø. Dönitz also expressed hope that retaining the ship in commission would "continue to tie down enemy forces and by her presence ... confound the enemies' intentions". The commander of the German Navy's task force in northern Norway, Konteradmiral Rudolf Peters, was accordingly directed to anchor Tirpitz at a location near Tromsø where the water was shallow enough to prevent the battleship from sinking completely if she suffered further damage. As the intelligence available to them was not conclusive, the Allies believed that Tirpitz still posed a potential threat. Accordingly, Nos. 9 and 617 Squadrons made two further attacks on the battleship after she moved to Tromsø on 15 October; these operations were more straightforward to conduct than Operation Paravane as the port was within the range of Lancasters flying from airfields in northern Scotland. The first raid, Operation Obviate, took place on 29 October but caused only minor damage to the battleship. During the subsequent attack conducted on 12 November, Operation Catechism, Tirpitz was struck by several Tallboy bombs and capsized with heavy loss of life among her crew.
1,581,098
SMS Derfflinger
1,172,955,211
Battlecruiser of the German Imperial Navy
[ "1913 ships", "Derfflinger-class battlecruisers", "Maritime incidents in 1919", "Ships built in Hamburg", "World War I battlecruisers of Germany", "World War I warships scuttled at Scapa Flow" ]
SMS Derfflinger was a battlecruiser of the German Kaiserliche Marine (Imperial Navy) built in the early 1910s during the Anglo-German naval arms race. She was the lead ship of her class of three ships; her sister ships were Lützow and Hindenburg. The Derfflinger-class battlecruisers were larger and featured significant improvements over the previous German battlecruisers, carrying larger guns in a more efficient superfiring arrangement. Derfflinger was armed with a main battery of eight 30.5 cm (12 in) guns, compared to the 28 cm (11 in) guns of earlier battlecruisers. She had a top speed of 26.5 knots (49.1 km/h; 30.5 mph) and carried heavy protection, including a 30-centimeter (11.8 in) thick armored belt. Derfflinger was completed shortly after the outbreak of World War I in 1914; after entering service, she joined the other German battlecruisers in I Scouting Group of the High Seas Fleet, where she served for the duration of the conflict. As part of this force, she took part in numerous operations in the North Sea, including the Raid on Scarborough, Hartlepool and Whitby in December 1914, the Battle of Dogger Bank in January 1915, and the Bombardment of Yarmouth and Lowestoft in April 1916. These operations culminated in the Battle of Jutland on 31 May – 1 June 1916, where Derfflinger helped to sink the British battlecruisers HMS Queen Mary and Invincible. Derfflinger was seriously damaged in the action and was out of service for repairs for several months afterward. The ship rejoined the fleet in late 1916, though by this time the Germans had abandoned their strategy of raids with the surface fleet in favor of the U-boat campaign. As a result, Derfflinger and the rest of the High Seas Fleet saw little activity for the last two years of the war apart from patrol duty in the German Bight. The fleet conducted one final operation in April 1918 in an unsuccessful attempt to intercept a British convoy to Norway. After the end of the war in November 1918, the fleet was interned in Scapa Flow. On the order of Rear Admiral Ludwig von Reuter, the interned ships were scuttled on 21 June 1919 to prevent them from being seized by the Allied powers. ## Design The Derfflinger class was authorized for the 1911 fiscal year as part of the 1906 naval law; design work had begun in early 1910. After their British counterparts had begun installing 34.3 cm (13.5 in) guns in their battlecruisers, senior officers in the German naval command concluded that an increase in the caliber of the main battery guns from 28 cm (11 in) to 30.5 cm (12 in) would be necessary. To keep costs from growing too quickly, the number of guns was reduced from ten to eight, compared to the earlier Seydlitz, but a more efficient superfiring arrangement was adopted. ### Characteristics Derfflinger was 210.4 m (690 ft 3 in) long overall, with a beam of 29 m (95 ft 2 in) and a draft of 9.2 m (30 ft 2 in). She displaced 26,600 t (26,200 long tons) normally and up to 31,200 t (30,700 long tons) at full load. The ship had a crew of 44 officers and 1,068 enlisted men. In early August 1915, a derrick was mounted amidships, and tests with Hansa-Brandenburg W seaplanes were conducted. Derfflinger was propelled by two pairs of high- and low-pressure steam turbines that drove four screw propellers, with steam provided by fourteen coal-burning water-tube boilers ducted into two funnels. Her engines were rated to produce 63,000 metric horsepower (62,000 shp) for a top speed of 26.5 knots (49.1 km/h; 30.5 mph). She could steam for 5,600 nautical miles (10,400 km; 6,400 mi) at a cruising speed of 14 knots (26 km/h; 16 mph). Mounting a main battery of eight 30.5 cm (12 in) guns, Derfflinger was the largest and most powerful German battlecruiser at the time. The ship's secondary battery consisted of twelve 15 cm (5.9 in) SK L/45 guns in single casemates in the superstructure, six per broadside. For defense against torpedo boats, she carried eight 8.8 cm (3.5 in) SK L/45 guns in individual pivot mounts on the superstructure, four of which were removed in 1916. An additional four 8.8 cm flak guns were installed amidships. Four 50 cm (19.7 in) submerged torpedo tubes were carried; one was located in the bow, two on the broadside, and one in the stern. Derfflinger was protected by an armor belt that was 300 mm (11.8 in) thick in the central citadel of the ship where it protected the ammunition magazines and propulsion machinery spaces. Her deck was 30 to 80 mm (1.2 to 3.1 in) thick, with the thicker armor sloping down at the sides to connect to the lower edge of the belt. Her main battery turrets had 270 mm (10.6 in) thick faces. Her secondary casemates received 150 mm (5.9 in) of armor protection. The forward conning tower, where the ship's commander controlled the vessel, had 300 mm walls. ## Service Built by Blohm & Voss at their yard in Hamburg, Derfflinger's keel was laid down in January 1912. The ship was named for Georg von Derfflinger, a Prussian field marshal during the Thirty Years' War. She was to have been launched on 14 June 1913, and at the launching ceremony, the German General August von Mackensen gave a speech. The wooden sledges upon which the ship rested became jammed; the ship moved only 30–40 cm (12–16 in). A second attempt was successful on 12 July 1913. A crew composed of dockyard workers took the ship around the Skagen to Kiel in early 1914; there she would complete fitting out. As Europe drifted toward war during the July Crisis, the German naval command issued orders on the 27th placing the fleet on a state of heightened alert, though Derfflinger was not yet complete. The Germans feared that the Russian Baltic Fleet would launch a surprise torpedo-boat attack at the start of the war, as the Japanese navy had done to the Russians in the Russo-Japanese War, but the attack did not materialize when World War I broke out the next day. The ship was placed in commission on 1 September to begin sea trials. In late October, the vessel was assigned to I Scouting Group, but damage to the ship's turbines during trials prevented her from joining the unit until 16 November. The ship's first wartime operation took place on 20 November; Derfflinger sortied with the light cruisers Stralsund and Strassburg and V Torpedoboat Flotilla for a sweep some 80 nautical miles (150 km; 92 mi) northwest of the island of Helgoland. They failed to locate any British forces and thereafter returned to port. ### Bombardment of Scarborough, Hartlepool, and Whitby Derfflinger's first combat operation was a raid on the English coastal towns of Scarborough, Hartlepool, and Whitby. One raid had already been conducted by the battlecruisers of I Scouting Group, on the town of Yarmouth in late 1914. Admiral Friedrich von Ingenohl, the commander of the High Seas Fleet, decided to conduct another raid on the English coast. His goal was to lure a portion of the Grand Fleet into combat where it could be isolated and destroyed. At 03:20 on 15 December, Rear Admiral Franz von Hipper, with his flag aboard Seydlitz, departed the Jade estuary. Following Seydlitz were Derfflinger, Moltke, Von der Tann, and Blücher, along with the light cruisers Kolberg, Strassburg, Stralsund, and Graudenz, and two squadrons of torpedo boats. The ships sailed north past the island of Heligoland, until they reached the Horns Reef lighthouse, at which point they turned west towards Scarborough. Twelve hours after Hipper left the Jade, the High Seas Fleet departed to provide distant cover. The main fleet consisted of 14 dreadnoughts, eight pre-dreadnoughts and a screening force of two armored cruisers, seven light cruisers, and fifty-four torpedo boats. On 26 August 1914, the German light cruiser Magdeburg had run aground in the Gulf of Finland; the wreck was captured by the Russian navy, which found code books used by the German navy, along with navigational charts for the North Sea. The Russians passed these documents to the Royal Navy, whose cryptographic unit—Room 40—began decrypting German signals. On 14 December, they intercepted messages relating to the planned bombardment of Scarborough. The exact details of the plan were unknown, and the British assumed the High Seas Fleet would remain safely in port, as in the previous bombardment. Vice Admiral David Beatty's four battlecruisers, supported by the 3rd Cruiser Squadron and the 1st Light Cruiser Squadron, along with the 2nd Battle Squadron's six dreadnoughts, were to ambush Hipper's battlecruisers. During the night of 15 December, the main body of the High Seas Fleet encountered British destroyers. Fearing a nighttime torpedo attack, Admiral Ingenohl ordered the ships to retreat. Hipper was unaware of Ingenohl's reversal, and so he continued with the bombardment. Upon reaching the British coast, Hipper's battlecruisers split into two groups. Derfflinger and Von der Tann went south to shell Scarborough and Whitby while Seydlitz, Moltke, and Blücher went north to shell Hartlepool. By 09:45 on the 16th, the two groups had reassembled, and they began to retreat eastward. By this time, Beatty's battlecruisers were positioned to block Hipper's chosen withdrawal route, while other forces were en route to complete the encirclement. At 12:25, the light cruisers of II Scouting Group began to pass through the British forces searching for Hipper. One of the cruisers in the 2nd Light Cruiser Squadron spotted Stralsund and signaled a report to Beatty. At 12:30, Beatty turned his battlecruisers towards the German ships. Beatty presumed the German cruisers were the advance screen for Hipper's ships; however, those were some 50 km (31 mi) ahead. The 2nd Light Cruiser Squadron, which had been screening for Beatty's ships, detached to pursue the German cruisers, but a misinterpreted signal from the British battlecruisers sent them back to their screening positions. This confusion allowed the German light cruisers to slip away and alerted Hipper to the location of the British battlecruisers. The German battlecruisers wheeled to the northeast of the British forces and escaped. Both the British and the Germans were disappointed that they failed to effectively engage their opponents. Admiral Ingenohl's reputation suffered greatly as a result of his timidity. Moltke's captain was furious; he said Ingenohl had turned back "because he was afraid of 11 British destroyers which could have been eliminated ... under the present leadership we will accomplish nothing." The official German history criticized Ingenohl for failing to use his light forces to determine the size of the British fleet, stating: "he decided on a measure which not only seriously jeopardized his advance forces off the English coast but also deprived the German Fleet of a signal and certain victory." ### Battle of Dogger Bank In early January 1915, the German naval command became aware that British ships were reconnoitering in the Dogger Bank area. Admiral Ingenohl was initially reluctant to attempt to destroy these forces, because I Scouting Group was temporarily weakened while Von der Tann was in drydock for periodic maintenance. Konteradmiral Richard Eckermann, the Chief of Staff of the High Seas Fleet, insisted on the operation, and so Ingenohl relented and ordered Hipper to take his battlecruisers to the Dogger Bank. On 23 January, Hipper sortied, with Seydlitz in the lead, followed by Moltke, Derfflinger, and Blücher, along with the light cruisers Graudenz, Rostock, Stralsund, and Kolberg and 19 torpedo boats from V Flotilla and II and XVIII Half-Flotillas. Graudenz and Stralsund were assigned to the forward screen, while Kolberg and Rostock were assigned to the starboard and port, respectively. Each light cruiser had a half-flotilla of torpedo boats attached. Again, interception and decryption of German wireless signals played an important role. Although they were unaware of the exact plans, the cryptographers of Room 40 deduced that Hipper would be conducting an operation in the Dogger Bank area. To counter it, Beatty's 1st Battlecruiser Squadron, Rear Admiral Archibald Moore's 2nd Battlecruiser Squadron and Commodore William Goodenough's 2nd Light Cruiser Squadron were to rendezvous with Commodore Reginald Tyrwhitt's Harwich Force at 08:00 on 24 January, approximately 48 km (30 mi) north of the Dogger Bank. At 08:14, Kolberg spotted the light cruiser Aurora and several destroyers from the Harwich Force. Aurora challenged Kolberg with a search light, at which point Kolberg attacked Aurora and scored two hits. Aurora returned fire and scored two hits on Kolberg in retaliation. Hipper immediately turned his battlecruisers towards the gunfire, when, almost simultaneously, Stralsund spotted a large amount of smoke to the northwest of her position. This was identified as a number of large British warships steaming towards Hipper's ships. Hipper turned south to flee, but was limited to 23 knots (43 km/h; 26 mph), which was the maximum speed of the older armored cruiser Blücher. The pursuing British battlecruisers were steaming at 27 knots (50 km/h; 31 mph), and quickly caught up to the German ships. At 09:52, the battlecruiser Lion opened fire on Blücher from a range of approximately 18,300 metres (20,000 yd); shortly thereafter, Queen Mary and Tiger began firing as well. At 10:09, the British guns made their first hit on Blücher. Two minutes later, the German ships began returning fire, primarily concentrating on Lion, from a range of 16,500 metres (18,000 yd). At 10:28, Lion was struck on the waterline, which tore a hole in the side of the ship and flooded a coal bunker. At 10:30, New Zealand, the fourth ship in Beatty's line, came within range of Blücher and opened fire. By 10:35, the range had closed to 16,000 metres (17,500 yd), at which point the entire German line was within the effective range of the British ships. Beatty ordered his battlecruisers to engage their German counterparts. Confusion aboard Tiger led the captain to believe he was to fire on Seydlitz, which left Moltke able to fire without distraction. During this period of the battle, Derfflinger was hit once, but the shell did only minor damage. Two armor plates in the hull were forced inward and some of the protective coal bunkers were flooded. At 10:40, one of Lion's 34 cm (13.5 in) shells struck Seydlitz causing nearly catastrophic damage that knocked out both rear turrets and killed 159 men. The executive officer ordered both magazines flooded to avoid a flash fire that would have destroyed the ship. By this time, the German battlecruisers had zeroed in on Lion, scoring repeated hits. At 11:01, an 28 cm (11 in) shell from Seydlitz struck Lion and knocked out two of her dynamos. At 11:18, two of Derfflinger's 12 in (30 cm) shells hit Lion, one of which struck the waterline and penetrated the belt, allowing seawater to enter the port feed tank. Lion had to turn off its engines due to seawater contamination and as a result fell out of the line. By this time, Blücher was severely damaged after having been pounded by heavy shells. The chase ended when there were several reports of U-boats ahead of the British ships; Beatty quickly ordered evasive maneuvers, which allowed the German ships to increase the distance to their pursuers. At this time, Lion's last operational dynamo failed, which dropped her speed to 15 knots (28 km/h). Beatty, in the stricken Lion, ordered the remaining battlecruisers to "engage the enemy's rear," but signal confusion caused the ships to solely target Blücher, allowing Moltke, Seydlitz, and Derfflinger to escape. Blücher was hit by more than 70 shells from the British battlecruisers over the course of the battle. The severely damaged warship capsized and sank at approximately 13:10. By the time Beatty regained control over his ships, after having boarded Princess Royal, the German ships had too great a lead for the British to catch them; at 13:50, he broke off the chase. ### Bombardment of Yarmouth and Lowestoft Derfflinger also took part in the bombardment of Yarmouth and Lowestoft on 24–25 April 1916. Hipper was away on sick leave, so the German ships were under the command of Konteradmiral Friedrich Boedicker. Derfflinger, her newly commissioned sister ship Lützow, and the veterans Moltke, Seydlitz and Von der Tann left the Jade Estuary at 10:55 on 24 April. They were supported by a screening force of six light cruisers and two torpedo boat flotillas. The heavy units of the High Seas Fleet, under the command of Admiral Reinhard Scheer, sailed at 13:40, with the objective to provide distant support for Boedicker's ships. The British Admiralty was made aware of the German sortie through the interception of German wireless signals, and deployed the Grand Fleet at 15:50. By 14:00, Boedicker's ships had reached a position off Norderney, at which point he turned his ships northward to avoid the Dutch observers on the island of Terschelling. At 15:38, Seydlitz struck a naval mine, which tore a 15 metres (50 ft) hole in her hull, just abaft the starboard broadside torpedo tube, allowing 1,300 tonnes (1,400 short tons) of water to enter the ship. Seydlitz turned back, with the screen of light cruisers, at a speed of 15 knots (28 km/h; 17 mph). The four remaining battlecruisers turned south immediately in the direction of Norderney to avoid further mine damage. By 16:00, Seydlitz was clear of imminent danger, so the ship stopped to allow Boedicker to disembark. The torpedo boat V28 brought Boedicker to Lützow. At 04:50 on 25 April, the German battlecruisers were approaching Lowestoft when the light cruisers Rostock and Elbing, which had been covering the southern flank, spotted the light cruisers and destroyers of Commodore Tyrwhitt's Harwich Force. Boedicker refused to be distracted by the British ships, and instead trained his ships' guns on Lowestoft. At a range of approximately 13,000 m (14,000 yd), the German battlecruisers destroyed two 150 millimetres (6 in) shore batteries and inflicted other damage to the town, including the destruction of some 200 houses. At 05:20, the German raiders turned north, towards Yarmouth, which they reached by 05:42. The visibility was so poor that the German ships fired one salvo each, with the exception of Derfflinger, which fired fourteen rounds from her main battery. The German ships turned back south, and at 05:47 encountered for the second time the Harwich Force, which had by then been engaged by the six light cruisers of the screening force. Boedicker's ships opened fire from a range of 12,000 metres (13,000 yd). Tyrwhitt immediately turned his ships around and fled south, but not before the cruiser Conquest sustained severe damage. Due to reports of British submarines and torpedo attacks, Boedicker broke off the chase and turned back east towards the High Seas Fleet. At this point, Scheer, who had been warned of the Grand Fleet's sortie from Scapa Flow, turned back towards Germany. ### Battle of Jutland Almost immediately after the Lowestoft raid, Scheer began planning another foray into the North Sea. He had initially intended to launch the operation in mid-May, but the mine damage to Seydlitz had proved difficult to repair, and Scheer was unwilling to embark on a major raid without his battlecruiser forces at full strength. At noon on 28 May, the repairs to Seydlitz were finally completed, and the ship returned to I Scouting Group. Derfflinger and the rest of Hipper's I Scouting Group battlecruisers lay anchored in the outer Jade roadstead on the night of 30 May. At 02:00 CET, the ships steamed out towards the Skagerrak at a speed of 16 knots (30 km/h; 18 mph). Derfflinger was the second ship in the line of five, ahead of Seydlitz, and to the rear of Lützow, which had by that time become the group flagship. II Scouting Group, consisting of the light cruisers Frankfurt, Boedicker's flagship, Wiesbaden, Pillau, and Elbing, and 30 torpedo boats of II, VI, and IX Flotillas, accompanied Hipper's battlecruisers. An hour and a half later, the High Seas Fleet left the Jade; the force was composed of 16 dreadnoughts. The High Seas Fleet was accompanied by IV Scouting Group, composed of the light cruisers Stettin, München, Hamburg, Frauenlob, and Stuttgart, and 31 torpedo boats of I, III, V, and VII Flotillas, led by the light cruiser Rostock. The six pre-dreadnoughts of II Battle Squadron had departed from the Elbe roads at 02:45, and rendezvoused with the battle fleet at 05:00. #### Run to the south Shortly before 16:00, Hipper's force encountered the six ships of Vice Admiral Beatty's 1st and 2nd Battlecruiser Squadrons. The German ships were the first to open fire, at a range of approximately 14,000 metres (15,000 yd). When the British ships began returning fire, confusion among the British battlecruisers resulted in Moltke being engaged by both New Zealand and Tiger. The British rangefinders had misread the range to their German targets, and so the first salvos fired by the British ships fell a mile past the German battlecruisers. Due to errors in British communication, Derfflinger was not engaged during the first ten minutes of the battle. Derfflinger's gunnery officer, Korvettenkapitän Georg von Hase later remarked "By some mistake we were being left out. I laughed grimly and now I began to engage our enemy with complete calm, as at gun practice, and with continually increasing accuracy." At 17:03, the British battlecruiser HMS Indefatigable exploded after fifteen minutes of gunfire from Von der Tann. Shortly thereafter the second half of Beatty's force, the four Queen Elizabeth-class battleships of the 5th Battle Squadron, came into range and began firing at Von der Tann and Moltke. Following severe damage inflicted by Lützow on Lion, Derfflinger lost sight of the British ship, and so at 17:16 transferred her fire to Queen Mary. Seydlitz was also engaging Queen Mary, and under the combined fire of the two battlecruisers, Queen Mary was hit repeatedly in quick succession. Observers on New Zealand and Tiger, the ships behind and ahead respectively, reported three shells from a salvo of four struck the ship at the same time. Two more hits followed, and a gigantic explosion erupted amidships; a billowing cloud of black smoke poured from the burning ship, which had broken in two. The leading ships of the German High Seas fleet had by 18:00 come within effective range of the British battlecruisers and Queen Elizabeth-class battleships and had begun trading shots with them. Between 18:09 and 18:19, Derfflinger was hit by a 38 cm (15 in) shell from either Barham or Valiant. At 18:55, Derfflinger was hit again; this shell struck the bow and tore a hole that allowed some 300 tons of water to enter the ship. #### Battlefleets engage Shortly after 19:00, the German cruiser Wiesbaden had become disabled by a shell from the battlecruiser Invincible; the German battlecruisers made a 16-point turn to the northeast and made for the crippled cruiser at high speed. At 19:15, they spotted the British armored cruiser Defence, which had joined the attack on Wiesbaden. Hipper initially hesitated, believing the ship was the German cruiser Rostock, but at 19:16, Kapitan zur See Harder, Lützow's commanding officer, ordered his ships' guns to fire. The other German battlecruisers and battleships joined in the melee; Defence was struck by several heavy-caliber shells from the German ships. One salvo penetrated the ship's ammunition magazines and a massive explosion destroyed the cruiser. By 19:24, the 3rd Battlecruiser Squadron had formed up with Beatty's remaining battlecruisers ahead of the German line. The leading British ships spotted Lützow and Derfflinger and began firing on them. In the span of eight minutes, the battlecruiser Invincible scored eight hits on Lützow. In return, both Lützow and Derfflinger concentrated their fire on their antagonist, and at 19:31 Derfflinger fired her final salvo at Invincible. Shortly thereafter the forward magazine detonated and the ship disappeared in a series of massive explosions. By 19:30, the High Seas Fleet, which was by that point pursuing the British battlecruisers, had not yet encountered the Grand Fleet. Scheer had been considering retiring his forces before darkness exposed his ships to torpedo boat attack. He had not yet made a decision when his leading battleships encountered the main body of the Grand Fleet. This development made it impossible for Scheer to retreat, for doing so would have sacrificed the slower pre-dreadnought battleships of II Battle Squadron. If he chose to use his dreadnoughts and battlecruisers to cover their retreat, he would have subjected his strongest ships to overwhelming British fire. Instead, Scheer ordered his ships to turn 16 points to starboard, which would bring the pre-dreadnoughts to the relative safety of the disengaged side of the German battle line. Derfflinger and the other battlecruisers followed the move, which put them astern of the leading German battleship, König. Hipper's badly battered ships gained a temporary moment of respite, and uncertainty over the exact location and course of Scheer's ships led Admiral Jellicoe to turn his ships eastward, towards what he thought was the likely path of the German retreat. The German fleet was instead sailing west, but Scheer ordered a second 16-point turn, which reversed course and pointed his ships at the center of the British fleet. The German fleet came under intense fire from the British line, and Scheer sent Derfflinger, Seydlitz, Moltke, and Von der Tann at high speed towards the British fleet, in an attempt to disrupt their formation and gain time for his main force to retreat. By 20:17, the German battlecruisers had closed to within 7,000 metres (7,700 yd) of Colossus, at which point Scheer directed the ships to engage the lead ship of the British line. Three minutes later, the German battlecruisers turned in retreat, covered by a torpedo boat attack. #### Withdrawal A pause in the battle at dusk (approximately 20:20 to 21:10) allowed Derfflinger and the other German battlecruisers to cut away wreckage that interfered with the main guns, extinguish fires, repair the fire control and signal equipment, and prepare the searchlights for nighttime action. During this period, the German fleet reorganized into a well-ordered formation in reverse order, when the German light forces encountered the British screen shortly after 21:00. The renewed gunfire gained Beatty's attention, so he turned his battlecruisers westward. At 21:09, he sighted the German battlecruisers, and drew to within 7,800 metres (8,500 yd) before opening fire at 21:20. In the ensuing melee, Derfflinger was hit several times; at 21:34, a heavy shell struck her last operational gun turret and put it out of action. The German ships returned fire with every gun available, and at 21:32 hit both Lion and Princess Royal in the darkness. The maneuvering of the German battlecruisers forced the leading I Battle Squadron to turn westward to avoid collision. This brought the pre-dreadnoughts of II Battle Squadron directly between the two lines of battlecruisers. In doing so, this prevented the British ships from pursuing their German counterparts when they turned southward. The British battlecruisers opened fire on the old battleships; the German ships turned southwest to bring all their guns to bear against the British ships. This engagement lasted only a few minutes before Admiral Mauve turned his ships 8 points to starboard; the British inexplicably did not pursue. Close to the end of the battle, at 03:55, Hipper transmitted a report to Admiral Scheer informing him of the tremendous damage his ships had suffered. By that time, Derfflinger and Von der Tann had only two operational guns each, Moltke was flooded with 1,000 tons of water, Lützow had sunk, and Seydlitz was severely damaged. Hipper reported: "I Scouting Group was therefore no longer of any value for a serious engagement, and was consequently directed to return to harbor by the Commander-in-Chief, while he himself determined to await developments off Horns Reef with the battlefleet." During the course of the battle, Derfflinger was hit 17 times by heavy caliber shells and nine times by secondary guns. She was in dock for repairs until 15 October. Derfflinger fired 385 shells from her main battery, another 235 rounds from her secondary guns, and one torpedo. Her crew suffered 157 men killed and another 26 men wounded; this was the highest casualty rate on any ship not sunk during the battle. Because of her stalwart resistance at Jutland, the British nicknamed her "Iron Dog". ### Later operations After returning to the fleet, Derfflinger conducted battle readiness training in the Baltic Sea for the rest of October and all of November. By this time, the Germans had abandoned offensive use of the surface fleet, favoring instead the U-boat campaign against British merchant shipping. Derfflinger and the rest of the fleet were used to defend German waters so the U-boats could continue to operate. During the Second Battle of Heligoland Bight in November 1917, Derfflinger sailed from port to assist the German light cruisers of II Scouting Group, but by the time she and the other battlecruisers arrived on the scene, the British raiders had fled northward. On 20 April 1918, Derfflinger covered a minelaying operation off Terschelling. Beginning in late 1917, the High Seas Fleet had begun to conduct raids on the supply convoys between Britain and Norway. In October and December, German cruisers and destroyers intercepted and destroyed two British convoys to Norway. This prompted Beatty, now the Commander in Chief of the Grand Fleet, to detach several battleships and battlecruisers to protect the convoys. This presented to Scheer the opportunity for which he had been waiting the entire war: the chance to isolate and eliminate a portion of the Grand Fleet. Hipper planned the operation: the battlecruisers, including Derfflinger, and their escorting light cruisers and destroyers, would attack one of the large convoys, while the rest of the High Seas Fleet stood by, ready to attack the British battleship squadron. At 05:00 on 23 April 1918, the German fleet departed from the Schillig roadstead. Hipper ordered wireless transmissions be kept to a minimum to prevent radio intercepts by British intelligence. At 06:10 the German battlecruisers had reached a position approximately 60 kilometers (37 mi) southwest of Bergen when Moltke lost her inner starboard propeller, which severely damaged the ship's engines. The crew effected temporary repairs that allowed the ship to steam at 4 kn (7.4 km/h), but it was decided to take the ship under tow. Despite this setback, Hipper continued northward. By 14:00, Hipper's force had crossed the convoy route several times but had found nothing. At 14:10, Hipper turned his ships southward. By 18:37, the German fleet had made it back to the defensive minefields surrounding their bases. It was later discovered that the convoy had left port a day later than expected by the German planning staff. ### Fate Derfflinger was to have taken part in what would have amounted to the "death ride" of the High Seas Fleet shortly before the end of World War I. The bulk of the High Seas Fleet was to have sortied from its base in Wilhelmshaven to engage the British Grand Fleet; Scheer—by now the Großadmiral of the fleet—intended to inflict as much damage as possible on the British navy, in order to retain a better bargaining position for Germany, whatever the cost to the fleet. While the fleet was consolidating in Wilhelmshaven, war-weary sailors began deserting en masse. As Derfflinger and Von der Tann passed through the locks that separated Wilhelmshaven's inner harbor and roadstead, some 300 men from both ships climbed over the side and disappeared ashore. On 24 October 1918, the order was given to sail from Wilhelmshaven. Starting on the night of 29 October, sailors mutinied on several battleships; three ships from III Squadron refused to weigh anchor, and the battleships Thüringen and Helgoland reported acts of sabotage. The order to sail was rescinded in the face of this open revolt. The following month, the German Revolution toppled the monarchy and was quickly followed by the Armistice that ended the war. Following Germany's capitulation, the Allies demanded that the majority of the High Seas Fleet be interned in the British naval base at Scapa Flow pending an ultimate resolution of their fate. On 21 November 1918, under the command of Rear Admiral Ludwig von Reuter, the ships sailed from their base in Germany for the last time. The fleet rendezvoused with the light cruiser Cardiff, before meeting a flotilla of 370 British, American, and French warships for the voyage to Scapa Flow. Once the ships were interned, their breech blocks were removed, which disabled their guns. The fleet remained in captivity during the negotiations that ultimately produced the Versailles Treaty. It became apparent to Reuter that the British intended to seize the German ships on 21 June 1919, which was the deadline by which Germany was to have signed the peace treaty. Unaware the deadline had been extended to 23 June, Reuter ordered his ships be sunk. On the morning of 21 June, the British fleet left Scapa Flow to conduct training maneuvers. With the majority of the British fleet away, Reuter transmitted the order to his ships at 11:20. Derfflinger sank at 14:45. The ship was raised in 1939 and was anchored, still capsized, off the island of Risa until 1946, at which point the ship gained the dubious distinction of having spent more time afloat upside down than she had right way up. Derfflinger was then sent to Faslane Port and broken up by 1948. One of the ship's bells was delivered to the German Federal Navy on 30 August 1965; the other is exhibited outside St Michael's Roman Catholic Church on the Outer Hebrides island of Eriskay.
24,982,510
Katsudō Shashin
1,173,526,431
1907 fragment of animated film speculated to be the oldest work of animation in Japan
[ "1900s animated short films", "1900s anime films", "1900s rediscovered films", "1907 animated films", "1907 films", "1910s animated short films", "1910s anime films", "Anime short films", "Articles containing video clips", "Japanese silent films", "Rediscovered Japanese films", "Silent films in color", "Works of unknown authorship" ]
Katsudō Shashin (活動写真, "motion picture"), sometimes called the Matsumoto fragment, is a Japanese animated filmstrip from the Meiji era that is the oldest known work of animation from Japan. Its creator is unknown. Evidence suggests it was made somewhere between 1907 and 1912, so it may predate the earliest displays of Western animated films in Japan. It was discovered in a collection of films and projectors in Kyoto in 2005. The three-second filmstrip depicts a boy who writes "活動写真", removes his hat, and bows. The frames were stencilled in red and black using a device for making magic lantern slides, and the filmstrip was fastened in a loop for continuous play. ## Description Katsudō Shashin consists of a series of cartoon images on fifty frames of a celluloid strip and lasts three seconds at sixteen frames per second. It depicts a young boy in a sailor suit who writes the kanji characters "活動写真" (katsudō shashin, "moving picture" or "Activity photo") from right to left, then turns to the viewer, removes his hat, and bows. Katsudō Shashin is a provisional title for the film, whose actual title is unknown. Unlike in traditional animation, the frames were not produced by photographing the images, but rather were impressed onto film using a stencil. This was done with a kappa-ban, a device for stencilling magic lantern slides. The images were in red and black on a strip of 35 mm film whose ends were fastened in a loop for continuous viewing. ## Background ### Imported animation projectors Early printed animation films for optical toys such as the zoetrope predate projected film animation. German toy manufacturer Gebrüder Bing presented a cinematograph at a toy festival in Nuremberg in 1898; soon other toy manufacturers sold similar devices. Live-action films for these devices were expensive to make; possibly as early as 1898 animated films for these devices were on sale, and could be fastened in loops for continuous viewing. Imports of these German devices appeared in Japan at least as early as 1904; films for them likely included animation loops. Projected film technology arrived in Japan from the West in 1896–97. The earliest display of foreign animation in Japanese theatres that can be dated with certainty is of the French animator Émile Cohl's The Nipper's Transformations (1911), which premièred in Tokyo on 15 April 1912. Works by Ōten Shimokawa, Seitarō Kitayama, and Jun'ichi Kōuchi in 1917 were the first Japanese animated films to reach theatre screens. The films are lost, but a few have been discovered in "toy movie" versions for viewing at home on hand-cranked projectors; the oldest to survive is Hanawa Hekonai meitō no maki (1917), titled Namakura-gatana in its home version. ## Rediscovery In December 2004, a secondhand dealer in Kyoto contacted Natsuki Matsumoto, an expert in iconography at the Osaka University of Arts. The dealer had obtained a collection of films and projectors from an old Kyoto family, and Matsumoto arrived the next month to fetch them. The collection included three projectors, eleven 35mm films, and thirteen glass magic lantern slides. When Matsumoto found Katsudō Shashin in the collection, the filmstrip was in poor condition. The collection included three Western animated filmstrips; Katsudō Shashin may have been made in imitation of such examples of German or other Western animation. Based on evidence such as the likely manufacture dates of the projectors in the collection, Matsumoto and animation historian determined the film was most likely made in the late Meiji period, which ended in 1912; historian Frederick S. Litten has suggested c. 1907 as a likely date, and that "a production date before 1905 or after 1912 is unlikely". At the time, movie theatres were rare in Japan; evidence suggests Katsudō Shashin was mass-produced to be sold to wealthy owners of home projectors. The creator of the filmstrip remains unknown; to Matsumoto, the relatively poor quality and low-tech printing technique indicate it was likely from a smaller company. The discovery was widely covered in Japanese media. Given its speculated date of creation, the film would have been contemporary to—or even have predated—early animated works by Cohl and the American animators J. Stuart Blackton and Winsor McCay. The newspaper Asahi Shimbun acknowledged the importance of the discovery of Meiji-period animation, but expressed reservations about placing the film in the genealogy of Japanese animation, writing that it is "controversial that should even be called animation in the contemporary sense". ## See also - Cinema of Japan - History of animation - History of anime - List of rediscovered films - List of anime by release date (pre-1939)
52,914,121
Racer's hurricane
1,146,010,234
Category 4 Atlantic hurricane in 1837
[ "1830s Atlantic hurricane seasons", "1837 in the United States", "1837 meteorology", "1837 natural disasters in the United States", "Category 4 Atlantic hurricanes", "Hurricanes in Louisiana", "Hurricanes in North Carolina", "Hurricanes in Texas", "October 1837 events" ]
Racer's hurricane was a destructive tropical cyclone that had severe effects in northeastern Mexico, the Republic of Texas, and the Gulf Coast of the United States in early October 1837. It was named after the Royal Navy ship HMS Racer, which encountered the cyclone in the northwestern Caribbean. Termed "one of the most famous and destructive hurricanes of the century" by meteorology historian David Ludlum, the storm first affected Jamaica with flooding rainfall and strong winds on September 26 and 27, before entering the Gulf of Mexico by October 1. As the hurricane struck northern Tamaulipas and southern Texas, it slowed to a crawl and turned sharply northeastward. The storm battered the Gulf Coast from Texas to the Florida Panhandle between October 3 and 7. After crossing the Southeastern United States, it emerged into the Atlantic shipping lanes off the Carolinas by October 9. The effects of the tropical cyclone were far-reaching. Matamoros, on the southern bank of the Rio Grande, faced hurricane conditions for several days, with significant damage to ships. Many towns along the Texas shoreline were inundated by storm surge, which flooded the coastal plains for many miles inland. Galveston Island was devastated, with nearly every building washed away and most vessels driven ashore. To the east, a water level rise of 8 ft (2.4 m) on Lake Pontchartrain submerged low-lying areas of New Orleans. Many steamboats on the lake were wrecked and buildings along its shores demolished. Storm surge and wind damage extended into Mississippi and Alabama, but with less severity. In the interior Southeast, sugar cane and cotton crops bore heavy losses. As the weakening storm buffeted the Outer Banks of North Carolina on October 9, the passenger steamship SS Home ran aground about 300 ft (91 m) off Cape Hatteras and rapidly broke up in the pounding surf. About 90 passengers and crewmen died in the wreck. Overall, Racer's hurricane killed an estimated 105 people. ## Meteorological history Little is known about the origins of the storm. It was first noted at Barbados on September 22, but may have been a Cape Verde type hurricane arising from a westward-moving tropical wave. The intensifying hurricane had passed just south of Jamaica on September 26 and 27, affecting the island with strong winds and heavy rains. On September 28, HMS Racer, a Royal Navy sloop-of-war, encountered the hurricane in the northwestern Caribbean, with winds increasing to force 12 on the evening of September 29. She was dismasted and blown on her beam ends twice before re-righting, losing almost all rigging, navigational tools, and provisions in the process. A young boy died of injuries sustained on the lower deck, and two crewmen went missing. Racer was put in to Havana for repairs. In recognition of this ordeal, writers and historians have commonly referred to the system as Racer's storm or Racer's hurricane. As Racer endured the gale, another vessel to her north, HMS Ringdove, felt the storm around the same time. Both ships recorded easterly winds for several days as they traversed the Yucatán Channel, indicating that the storm center remained to their south. The hurricane crossed the northern Yucatán Peninsula on October 1, passing near Mérida and Sisal in Yucatán before proceeding west-northwestward across the Gulf of Mexico. An unusually large tropical cyclone for most of its course, it peaked at the equivalent of Category 4 or 5 on the modern-day Saffir–Simpson scale. The center briefly moved ashore over extreme northern Mexico near the mouth of the Rio Grande by early on October 3. However, a strong high-pressure area to the north halted the hurricane's forward progress and redirected it northeastward. The slow-moving hurricane traced the Texas shoreline for several days from October 3 through October 5, and continued eastward, parallel to the northern U.S. Gulf Coast. It passed the Sabine River on the night of October 5–6, and made landfall in southeastern Louisiana, near Venice. At New Orleans, the worst of the storm came late on October 6, with winds blowing from the south and southeast. According to weather historian David Ludlum, the storm likely moved ashore between Mobile, Alabama, and Pensacola, Florida. Due to the tight pressure gradient between the storm and an expansive high-pressure area centered over the Ohio Valley, damaging winds extended far to the north of the hurricane's track. The system moved northeastward across interior Alabama, Georgia, and South Carolina. Between October 8 and 10, it battered the Atlantic coast of the Carolinas as a low-end hurricane before emerging into the Atlantic near Wilmington, North Carolina. Over open water, the storm regained some of the strength it had lost over land. It continued northeastward, ultimately passing north of Bermuda and transitioning into an extratropical cyclone. Efforts to reconstruct the hurricane's path began as early as 1838 with the work of Corps of Royal Engineers officer William Reid, who examined logbooks of ships in the Caribbean. American meteorologist William Charles Redfield had been studying the portion of the storm's track over the eastern U.S., but it would not be until 1846 that, based on Reid's work, he recognized it as a continuation of Racer's hurricane. In following years, Reid and Redfield continued to build upon each other's findings concerning the storm. ## Impact Ludlum described Racer's storm as "one of the most famous and destructive hurricanes of the century." It killed an estimated 105 people along its course. In Jamaica, heavy rainfall triggered widespread street flooding, forcing nearly all businesses in Kingston to close for the duration of the storm. Along the coast, several ships broke from their moorings; one of them struck a wharf, damaging another vessel, and was scuttled to prevent further destruction. Haiti and the southern shores of Cuba also experienced the storm. ### Mexico Matamoros, Tamaulipas, on the southern bank of the Rio Grande, experienced the hurricane for several days, beginning on October 2. The hurricane dropped torrential rainfall in parts of northern Mexico that had already experienced above-average precipitation during the late summer. Jean-Louis Berlandier, a Geneva-born naturalist living in Matamoros, measured 29.25 in (743 mm) of rain from October 1–4, including 11.25 in (286 mm) on October 3. He also wrote extensively of his experiences during the hurricane, during which he was able to hear crashing waves on the coast, some 18 mi (29 km) away, and witnessed whitecaps on floodwaters in city streets. Several ships were wrecked along the coast, and the Mexican customs house situated at the mouth of the Rio Grande was destroyed. It was later rebuilt at a more sheltered location farther inland. ### Texas The storm wrought destruction along the entire coast of Texas (then the sovereign Republic of Texas and disputed Nueces Strip). The settlement at Brazos Santiago was almost totally destroyed, with only a few buildings left standing, while all ships there were sunk or driven aground. Communities along the shores of Matagorda Bay were heavily damaged, with buildings and wharves swept away. Farther north, a 6 to 7 ft (1.8 to 2.1 m) storm surge flooded Galveston Island, where nearly every building was lost, along with all supplies and provisions. Of the 30 vessels present in the harbor at Galveston when the storm began, only one remained moored following its passage. In one case, a brig was driven against a three-story warehouse, causing the building to collapse. Among the ships destroyed at Galveston were two Texas Navy schooners. In a scene of "utter desolation", some individuals in Galveston survived the flooding by holding on to floating debris for days. Floodwaters rushed over coastal prairies for up to 20 mi (30 km), drowning livestock. The storm surge deposited ships in fields several miles inland; near Sabine Pass, a three-masted barque came to rest 7 mi (11 km) from the coast. Local residents salvaged its timbers as firewood and building materials for decades to come. Heavy surf action significantly altered the coastline at the entrance to Galveston Bay. Houston experienced a 4 ft (1.2 m) rise in water levels. Despite the damage throughout coastal Texas, only two people are known to have died there, one of them in Galveston. ### United States In New Orleans, the storm produced an 8 ft (2.4 m) storm surge on Lake Pontchartrain that flooded parts of the city as far south as Burgundy Street, with water 2 ft (0.6 m) deep invading many homes. Strong winds in the city toppled chimneys, brought down trees and fences, and unroofed homes, carrying some roofs up to 100 ft (30 m) away from the damaged buildings. In particular, the City Exchange hotel (now the site of the Omni Royal Orleans) was extensively damaged while in the final stages of its construction. Overall, hundreds of structures were damaged or destroyed in New Orleans, and shipping losses took a large economic toll on the city. In the settlement known then as Port Pontchartrain (now part of New Orleans), a pier and breakwater sustained a combined \$50,000 (1837 USD) in damage, and most buildings there were swept away. At least one person was killed in the area, and several more went missing while evacuating their homes. Numerous steamboats were wrecked on the shores of Lake Pontchartrain, and much of the Pontchartrain Railroad was flooded or washed out, with damage estimated at \$100,000. The hurricane destroyed the original Bayou St. John Light, the first American lighthouse built outside the Thirteen Colonies. Torrential rains overspread areas mainly north of the storm's track; in Clinton, Louisiana, downpours lasted nearly two days. Strong winds destroyed homes and toppled trees in Baton Rouge, and ravaged forests and plantations surrounding the city. Farmers reported up to a third of their sugar cane and cotton crops lost. All the wharves along the coast of Mississippi were destroyed, and the influx of freshwater runoff severely affected the locally prized oyster beds in the Bay of St. Louis. Across Louisiana and Mississippi, the storm killed at least six people. In Mobile, Alabama, the storm uprooted trees and damaged several buildings, including a church. Tides rose several feet above normal, flooding low-lying streets so that fishermen were able to deliver their catches directly to market by boat. Some businesses sustained minor water damage, but overall, the city was spared any significant destruction. There were descriptions of tremendous damage to wharves and warehouses along the coasts of Alabama and the Florida Panhandle, although some accounts may have been exaggerated by rival companies. Many ships were destroyed in Florida's St. Joseph and Apalachicola bays. Throughout the Southeast, the storm caused severe agricultural damage. Major thoroughfares like the Natchez Trace and the Federal Road were made impassable by fallen trees. Reports of strong winds extended as far inland as eastern Tennessee. At Norfolk, Virginia, northeasterly gales on October 8 and 9 kept steamboats at dock. Several ships were lost along the Outer Banks. The schooner Cumberland wrecked on the Core Banks; all crew members survived and some of her cargo was salvaged. To the north, the brig Enterprize was destroyed at Bodie Island with one fatality. One sailor fell overboard and drowned when the schooner Emily ran aground at Swansboro, North Carolina. #### SS Home The newly built passenger steamship SS Home was en route from New York City to Charleston, South Carolina when she encountered strengthening northeasterly winds on October 8. As the storm worsened that night, the 220-foot (67 m) packet ship began to leak because of a broken boiler feed pipe. The next morning, as the Home took on more water than the pumps could handle, the captain steered her aground 22 mi (35 km) north of Cape Hatteras. The vessel got underway again shortly thereafter, in an effort to reach the relative shelter of the cape's leeward side and beach her there. All passengers and crewmen were ordered to assist in bailing out the water pouring into the hold, but despite their best efforts, the engine rooms were inundated and the Home was forced to continue under sail. On the night of October 9–10, the vessel grounded 300 ft (90 m) from the shore, just south of Cape Hatteras. The largely submerged Home rapidly broke up amid the hurricane's pounding surf, and of the 130 people aboard the steamboat, only about 40 made it to shore alive: 20 out of 90 passengers and 20 crew members, including the captain. There were only three lifeboats, two of which were destroyed before they could be used; the other capsized shortly after being launched, drowning between 10 and 15 passengers. Two men used the only two life preservers aboard the Home to safely reach the beach. Among the victims were United States Senator from Georgia Oliver H. Prince and his wife, and numerous relatives of other Congressmen. The wreck of the Home occurred during a period of increasingly frequent passenger steamship tragedies, and in 1838 Congress passed reformed safety legislation for these vessels. ## See also - 1830s Atlantic hurricane seasons - Lists of United States hurricanes: - Texas - Florida - North Carolina
16,972,981
Byzantine Empire
1,173,913,187
Roman Empire during Late Antiquity and the Middle Ages
[ "1453 disestablishments in Asia", "1453 disestablishments in Europe", "286 establishments", "330s establishments", "Byzantine Empire", "Christendom", "Christian states", "Former countries in Africa", "Former countries in Europe", "Former countries in West Asia", "Former countries in the Balkans", "Former countries in the Middle East", "Former empires", "Historical transcontinental empires", "States and territories disestablished in 1453", "States and territories established in the 390s", "Tributary states of the Ottoman Empire" ]
The Byzantine Empire, also referred to as the Eastern Roman Empire, was the continuation of the Roman Empire primarily in its eastern provinces during Late Antiquity and the Middle Ages, when its capital city was Constantinople. It survived the fall of the Western Roman Empire in the 5th century AD and continued to exist until the fall of Constantinople to the Ottoman Empire in 1453. During most of its existence, the empire remained the most powerful economic, cultural, and military force in the Mediterranean world. Its citizens continued to refer to their empire as the Roman Empire and to themselves as Romans—a term which Greeks continued to use for themselves into Ottoman times. Modern historians distinguish the Byzantine Empire from the earlier Roman Empire due to the imperial seat moving from Rome to Byzantium, the empire's integration of Christianity, and the predominance of Greek instead of Latin. During the high period of the Roman Empire known as the Pax Romana, the western parts of the empire went through Latinization, while the eastern parts of the empire maintained to a large degree their Hellenistic culture. Several events from the 4th to 6th centuries mark the period of transition during which the Roman Empire's Greek East and Latin West diverged. Constantine I (r. 324–337) reorganised the empire, made Constantinople the capital, and legalised Christianity. Under Theodosius I (r. 379–395), Christianity became the state religion, and other religious practices were proscribed. In the reign of Heraclius (r. 610–641), the empire's military and administration were restructured and Greek was gradually adopted for official use in place of Latin. The borders of the empire fluctuated through several cycles of decline and recovery. During the reign of Justinian I (r. 527–565), the empire reached its greatest extent after the fall of the west, reconquering much of the historically Roman western Mediterranean coast, including Africa, Italy, and Rome, which it held for two more centuries. The Byzantine–Sasanian War of 602–628 exhausted the empire's resources, and during the early Muslim conquests of the 7th century, it lost its richest provinces—Egypt and Syria—to the Rashidun Caliphate. It then lost Africa to the Umayyads in 698, before the empire was stabilized by the Isaurian dynasty. During the Macedonian dynasty (9th–11th centuries), the empire expanded again and experienced the two-century-long Macedonian Renaissance, which came to an end with the defeat by the Seljuk Turks at the Battle of Manzikert in 1071. Civil wars and the ensuing Seljuk invasion led to the loss of most of Asia Minor. The empire recovered during the Komnenian restoration, and up until the Fourth Crusade, Constantinople was the largest and wealthiest city in Europe. The empire was first dissolved during the Fourth Crusade in 1204, when Constantinople was sacked by the Latins and the territories that the empire formerly governed were divided into competing Byzantine Greek and Latin realms. Despite the eventual recovery of Constantinople in 1261, the Byzantine Empire remained a mere regional power for the final two centuries of its existence. Its remaining territories were progressively annexed by the Ottomans in the Byzantine–Ottoman wars over the 14th and 15th centuries. The fall of Constantinople to the Ottoman Empire in 1453 marked the end of the Byzantine Empire. Refugees fleeing the city after its capture would settle in Italy and other parts of Europe, helping to ignite the Renaissance. The Empire of Trebizond was conquered eight years later when its eponymous capital surrendered to Ottoman forces after it was besieged in 1461. The fall of the Byzantine Empire to the Ottomans is sometimes used to mark the end of the Middle Ages and the start of the early modern period. ## Nomenclature The adjective "Byzantine" is derived from Byzantion, latinized as Byzantium, which was the name of the existing Greek settlement where Constantine I chose to locate his new capital of Constantinople. Initially, "Byzantine" referred to the inhabitants of Constantinople. It was only following the demise of the empire in the 15th century that Laonikos Chalkokondyles first used the word "Byzantine" to describe the state. Hieronymus Wolf's Historiæ Byzantinæ, which includes Chalkokondyles, marks the start of Byzantine studies. Du Cange, Montesquieu and Finlay popularised the term through their works. It was not until the 19th century that the 8th-century term "Empire of the Greeks" was replaced with the modern convention of the "Byzantine Empire". The Byzantine Empire was known to its inhabitants as the "Roman Empire" or the "Empire of the Romans", Romania, the Roman Republic, or in Greek "Rhōmais". The inhabitants called themselves Romaioi, and even as late as the 19th century Greeks typically referred to Modern Greek as Romaiika. After 1204, when the Byzantine Empire consisted purely of its Hellenic provinces, the term 'Hellenes' was increasingly used instead. From the 6th century, the empire's western and northern contemporaries began to identify the empire with its increasingly predominant Greek element. Starting with Charlemagne's Libri Carolini in the 790s, the Franks used the term "Empire of the Greeks" (Latin: Imperium Graecorum) in order to undercut the Byzantine claim to be the continuation of the Roman Empire. In the Islamic world, the Roman Empire was called Rûm. The name millet-i Rûm, or "Roman nation," was used by the Ottomans until the 20th century to refer to the former subjects of the Byzantine Empire, which were the Orthodox Christian community within Ottoman realms. ## History ### Early Byzantine History The following subchapters describe the transition from the pagan, multicultural Roman Empire ruled from Rome, to the Byzantine Empire, a continuation of the Roman Empire with Latin-inspired administration but culturally predominantly Greek and ruled from Constantinople. #### Early history of the Greek-Roman east During the fourth century BC, Alexander the Great conquered the Achaemenid Empire which brought huge swathes of land from the eastern part of Mediterranean Basin all the way to the Indus river under Greek influence. When Alexander died in 323 BC, much of the land his Macedonian Empire had conquered was split into successor kingdoms known as the "Diadochi", that almost immediately entered into wars against each other known as the Diadochi wars. These Diadochi kingdoms went through different degrees of Hellenisation over the centuries and created a Hellenistic world across the eastern Mediterranean basin. During the 4th century BC, the Roman Republic was a city-state in the Italian region of Latium that, through wars and treaties, expanded its influence across the Italian peninsula. At the start of the 3rd century BC, Rome had emerged victorious from the Samnite wars and was at that point the dominant hegemon of the peninsula, though Rome had yet to be challenged by another great power. This changed with first the Pyrrhic war that saw the Greek Kingdom of Epirus intervening in a war against Rome to protect the Greek city-states of southern Italy. Later, Rome clashed with Carthage in a series of wars known as the Punic wars from 264 BC onward, which in the Second Punic War saw Macedon entering the conflict on the side of Carthage. When the Roman Republic brought the Punic Wars to a close in 146 BC with the sack of Carthage, it also brought half a century of Roman-Greek wars that was running parallel to the Punic Wars to a close with the Sack of Corinth. By the end of the Roman-Greek Wars, Rome had conquered and incorporated Macedonia, parts of Thrace, and the rest of Greece into the provinces Macedonia and Achaia under the direct rule of the Rome. By 133 BC, the king of Pergamon Attalus III died and bequeathed the whole of his kingdom to Rome in order to avoid another bloody conquest. This gained Rome the province of Roman Asia and a permanent foothold in the east. Rome had by these conquests, started a centuries-long process of incorporating much of the Hellenised eastern parts of the Mediterranean basin under Roman rule, with the first Roman emperor Augustus' conquest of Egypt being the most notable. These contacts with the Greeks in the east ended up in the Roman conquest of Greece, but also led to the intertwining of the Roman and Greek worlds. By the second century AD, the Roman Empire reached its height during the reign of emperor Hadrian in a period known as Pax Romana. Rome had conquered territories covering the Balkans, Asia Minor the whole Mediterranean basin and coastal regions in southwestern Europe, Gaul and Britannia and large swathes of North Africa. These territories were home to many different cultural groups, both urban populations and rural populations. The western parts of the Roman Empire went through Romanization while the eastern Hellenised parts of the empire kept much of their Hellenistic culture intact. Generally speaking, the eastern Mediterranean provinces were more urbanised and developed than the western provinces, having previously been united under the Macedonian Empire and Hellenised by the influence of Greek culture. The emperor, during the period of Pax Romana, reigned in a system known as the Principate that kept the veneer of republican constitution alive in the minds of the Romans, with the emperor known as princeps civitatis, derived from a senatorial title Princeps Senatus "the first among equals" in the Senate. The emperor was known as "first among equals" in terms of all Roman citizens. The hallmark of the Principate form of government was the combination of republican institutions with that of an informal monarchical regime. The regime also often ruled its conquered provinces with a few hundred Roman provincial administrators, whose authority was above the local rulers and their already established power structure, which was left in place after the conquest. This was common, especially in the eastern Greek provinces of the Roman empire. #### Crisis of the third century and reforms of the empire The third century showed some remarkable development for the empire as well as a potential decline and collapse. Emperor Caracalla's edict in 212 AD known as the Antoninian constitution delivered Roman citizenship to every free man in the empire, starting the decline of the importance of the city of Rome and indeed of Roman Italy for the Roman Empire. By the mid-third century AD, Pax Romana had come to an end, and several crises hit the empire simultaneously in a period known to history as the Crisis of the third century. This period saw the empire exposed to rampant inflation, natural disasters, secession and civil wars taking places over several decades. The secessions ended with emperor Aurelian's conquest of the secessionist Palmyrene Empire and Gallic Empire in 273 and 274 AD, as Aurelian unified a splintered empire which, according to many historians, should have been doomed. However, Aurelian was assassinated in 275 AD, sparking additional civil wars. The crisis came to an end only through the ascension of emperor Diocletian to the throne. The West suffered more heavily from these decades of crisis due to this distinction between the established and more prosperous Hellenised East and the younger colonized and Romanized West that had persisted. This cultural division of the Roman Empire into an eastern Greek and western Latin part became increasingly important in later centuries, leading to a gradual estrangement of the two Roman worlds. Emperor Diocletian created the administrative system known as the Dominate to guarantee security in all endangered regions of his empire. The Dominate was in comparison with the Principate, a huge imperial bureaucracy, which laid the foundations for the power structure of the later Eastern Roman Empire. With this came a redistricting and reduction of Roman provinces. Diocletian scrapped any pretense of republican rule as the emperor moved away from formally being merely "Princeps" to being "Dominus" - Lord and master. Diocletian also formally finished the process of restructuring the empire, from being a colonial-styled empire ruled by Rome and Roman Italians in the first century AD to a larger imperial entity where the emperor's court was not bound to the city of Rome or Italy, now only one Roman imperial province among many. The norm of emperors being Roman Italians was first broken by emperor Trajan who came from Hispania. By the time of the Severan dynasty, most emperors were originating from outside of Italy. When Diocletian introduced his reforms, this had the effect of the Roman Senate formally lost its already declining imperial influence and became a de facto regional body of decision-making. An early instance of the partition of the empire into East and West occurred in 286, when Emperor Diocletian appointed Maximian as augustus of the West. In 293 AD, the empire went through a devolution under Diocletian known as the Tetrarchy. The empire was split into four, with the two most prominent parts of the empire each ruled by one emperor (Augustus). Each co-emperor then appointed a young colleague as caesar to be a subordinate emperor with control over his own territory. The Caesar shared power with and would eventually succeed the senior partner. Each tetrarch was in charge of a part of the empire, with the divisions based on geographic regions. This devolution outlines the coming split 100 years later when the empire was permanently divided into an eastern and western empire. The tetrarchy however only lasted 20 years, as emperors quickly began fighting each other for power. The whole empire was eventually reunited by Constantine the Great in 324 after he ended the last of these civil wars. #### Christianisation and partition of the empire In 330, Constantine moved the seat of the empire to Constantinople, which he founded as a second Rome on the site of Byzantium, a city strategically located on the trade routes between Europe and Asia and between the Mediterranean and the Black Sea. Constantine introduced substantial changes to the empire's military, monetary, civil and religious institutions. In regards to his economic policies he has been accused by certain scholars of "reckless fiscality", but the gold solidus he introduced became a stable currency that transformed the economy and promoted development. Under Constantine, Christianity did not become the exclusive religion of the state but enjoyed imperial preference since he supported it with generous privileges. Constantine established the principle that emperors could not settle questions of doctrine on their own but should instead summon general ecclesiastical councils for that purpose. His convening of both the Synod of Arles and the First Council of Nicaea indicated his interest in the unity of the Church and showcased his claim to be its head. The rise of Christianity was briefly interrupted on the accession of the emperor Julian in 361, who made a determined effort to restore polytheism throughout the empire and was thus dubbed "Julian the Apostate" by the Church. However, this was reversed when Julian was killed in battle in 363. Theodosius I (379–395) was the last emperor to rule both the Eastern and Western halves of the empire. In 391 and 392 he issued a series of edicts essentially banning pagan religion. Pagan festivals and sacrifices were banned, as was access to all pagan temples and places of worship. The last Olympic Games are believed to have been held in 393. In 395, Theodosius I bequeathed the imperial office jointly to his sons: Arcadius in the East and Honorius in the West, once again dividing imperial administration. In the 5th century, the Eastern part of the empire was largely spared the difficulties faced by the West—due in part to a more established urban culture and greater financial resources, which allowed it to placate invaders with tribute and pay foreign mercenaries. This success allowed Theodosius II to focus on codifying Roman law with the Codex Theodosianus and further fortification of the walls of Constantinople, which left the city impervious to most attacks until 1204. To fend off the Huns, Theodosius had to pay an enormous annual tribute to Attila. His successor, Marcian, refused to continue to pay the tribute, but Attila had already diverted his attention to the Western Roman Empire. After Attila's death in 453, the Hun Empire collapsed, and many of the remaining Huns were often hired as mercenaries by Constantinople. #### Loss of the Western Roman Empire After the fall of Attila, the Eastern Empire enjoyed a period of peace, while the Western Empire continued to deteriorate with the expanding migration and invasions of the barbarians, most prominently the Germanic nations. The West's end is usually dated 476 when the East Germanic Roman foederati general Odoacer deposed the Western Emperor Romulus Augustulus, a year after the latter usurped the position from Julius Nepos. In 480 with the death of Nepos, Eastern Emperor Zeno became sole claimant to emperor of the empire. Odoacer became King of Italy and was nominally Zeno's subordinate but acted with complete autonomy, eventually providing support to a rebellion against the emperor. Zeno negotiated with the invading Ostrogoths, who had settled in Moesia, convincing the Gothic king Theodoric to depart for Italy as magister militum per Italiam ("commander in chief for Italy") to depose Odoacer. By urging Theodoric to conquer Italy, Zeno rid the Eastern Empire of an unruly subordinate (Odoacer) and moved another (Theodoric) further from the heart of the empire. After Odoacer's defeat in 493, Theodoric ruled Italy de facto, although he was never recognised by the eastern emperors as "king" (rex). In 491, Anastasius I, an aged civil officer of Roman origin, became emperor, but it was not until 497 that the forces of Anastasius effectively took the measure of Isaurian resistance. Anastasius revealed himself as an energetic reformer and an able administrator. He introduced a new coinage system of the copper follis, the coin used in most everyday transactions. He also reformed the tax system and permanently abolished the chrysargyron tax. The state treasury contained the enormous sum of 320,000 lb (150,000 kg) of gold when Anastasius died in 518 (roughly worth US\$8.3 billion today). ### Justinian dynasty #### The rise of Justinian I The Justinian dynasty was founded by Justin I, who though illiterate, rose through the ranks of the Byzantine army to become emperor in 518. He was succeeded by his nephew Justinian I in 527, who may already have exerted effective control during Justin's reign. One of the most important figures of late antiquity and possibly the last Roman emperor to speak Latin as a first language, Justinian's rule constitutes a distinct epoch, marked by the ambitious but only partly realised renovatio imperii, or "restoration of the empire". Justinian's wife Theodora was particularly influential. In 529, Justinian appointed a ten-man commission chaired by John the Cappadocian to revise Roman law and create a new codification of laws and jurists' extracts, known as the "Corpus Juris Civilis", or the Justinian Code. In 534, the Corpus was updated and, along with the enactments promulgated by Justinian after 534, formed the system of law used for most of the rest of the Byzantine era. The Corpus forms the basis of civil law of many modern states. #### Renovatio imperii and the wars of Justinian In 532, attempting to secure his eastern frontier, Justinian signed a peace treaty with Khosrau I of Persia, agreeing to pay a large annual tribute to the Sassanids. In the same year, he survived a revolt in Constantinople (the Nika riots), which solidified his power but ended with the deaths of a reported 30,000 to 35,000 rioters on his orders. The western conquests began in 533, as Justinian sent his general Belisarius to reclaim the former province of Africa from the Vandals, who had been in control since 429 with their capital at Carthage. Success in the war came with surprising ease, but it was not until 548 that the major local tribes were subdued. In 535, a small Byzantine expedition to Sicily met with easy success, but the Goths stiffened their resistance, and victory did not come until 540 when Belisarius captured Ravenna, after successful sieges of Naples and Rome. In 535–536, Ostrogoth King Theodahad sent Pope Agapetus I to Constantinople to request the removal of Byzantine forces from Sicily, Dalmatia, and Italy. Although Agapetus failed in his mission to sign a peace with Justinian, he succeeded in having the monophysite Patriarch Anthimus I denounced at the Council of Constantinople, despite Empress Theodora's support and protection. The Ostrogoths captured Rome in 546. Belisarius, who had been sent back to Italy in 544, was eventually recalled to Constantinople in 549. The arrival of the Armenian eunuch Narses in Italy (late 551) with an army of 35,000 men marked another shift in Gothic fortunes. Ostrogoth King Totila was defeated at the Battle of Taginae, and his successor Teia was defeated at the Battle of Mons Lactarius in October 552. Despite continuing resistance from a few Gothic garrisons and two subsequent invasions by the Franks and Alemanni, the war for the Italian peninsula was at an end. In 551, Athanagild, a noble from Visigothic Hispania, sought Justinian's help in a rebellion against the king, and the emperor dispatched a force under Liberius, a successful military commander. The empire held on to a small slice of the Iberian Peninsula coast until the reign of Heraclius. In the east, the Roman–Persian Wars continued until 561 when the envoys of Justinian and Khosrau agreed on a 50-year peace. By the mid-550s, Justinian had won victories in most theatres of operation, with the notable exception of the Balkans, which were subjected to repeated incursions from the Slavs and the Gepids. Tribes of Serbs and Croats were later resettled in the northwestern Balkans, during the reign of Heraclius. Justinian called Belisarius out of retirement and defeated the new Hunnish threat. The strengthening of the Danube fleet caused the Kutrigur Huns to withdraw, and they agreed to a treaty that allowed safe passage back across the Danube. #### Transition into an eastern Christian empire Although polytheism had been suppressed by the state since at least the time of Theodosius I in the 4th century, traditional Greco-Roman culture was still influential in the Eastern empire in the 6th century. Hellenistic philosophy began to be gradually amalgamated into newer Christian philosophy. Philosophers such as John Philoponus drew on neoplatonic ideas in addition to Christian thought and empiricism. Because of the active paganism of its professors, Justinian closed down the Neoplatonic Academy in 529. Other schools continued in Constantinople, Antioch and Alexandria, which were the centres of Justinian's empire. Hymns written by Romanos the Melodist marked the development of the Divine Liturgy, while the architects Isidore of Miletus and Anthemius of Tralles worked to complete the Church of the Holy Wisdom, Hagia Sophia, which was designed to replace an older church destroyed during the Nika Revolt. Completed in 537, the Hagia Sophia stands today as one of the major monuments of Byzantine architectural history. During the 6th and 7th centuries, the empire was struck by a series of epidemics, which devastated the population and contributed to a significant economic decline and a weakening of the empire. Great bathhouses were built in Byzantine centres such as Constantinople and Antioch. #### Decline of the Justinian dynasty After Justinian died in 565, his successor, Justin II, refused to pay the large tribute to the Persians. Meanwhile, the Germanic Lombards invaded Italy; by the end of the century, only a third of Italy was in Byzantine hands. Justin II's successor, Tiberius II, choosing between his enemies, awarded subsidies to the Avars while taking military action against the Persians. Although Tiberius' general, Maurice, led an effective campaign on the eastern frontier, subsidies failed to restrain the Avars, who captured the Balkan fortress of Sirmium in 582, while the Slavs began to make inroads across the Danube. Maurice succeeded Tiberius and intervened in a Persian civil war, placing the legitimate Khosrau II back on the throne, and married his daughter to him. Maurice's treaty with his son-in-law enlarged the territories of the empire to the East and allowed the energetic emperor to focus on the Balkans. By 602, a series of successful Byzantine campaigns had pushed the Avars and Slavs back across the Danube. However, Maurice's refusal to ransom several thousand captives taken by the Avars, and his order to the troops to winter in the Danube, caused his popularity to plummet. A revolt broke out under an officer named Phocas, who marched the troops back to Constantinople; Maurice and his family were murdered while trying to escape. ### Arab invasions and shrinking borders #### Early Heraclian dynasty After Maurice's murder by Phocas, Khosrau used the pretext to reconquer the Roman province of Mesopotamia. Phocas, an unpopular ruler invariably described in Byzantine sources as a "tyrant", was the target of a number of Senate-led plots. He was eventually deposed in 610 by Heraclius, who sailed to Constantinople from Carthage with an icon affixed to the prow of his ship. Following the accession of Heraclius, the Sassanid advance pushed deep into the Levant, occupying Damascus and Jerusalem and removing the True Cross to Ctesiphon. The counter-attack launched by Heraclius took on the character of a holy war, and an acheiropoieton image of Christ was carried as a military standard (similarly, when Constantinople was saved from a combined Avar–Sassanid–Slavic siege in 626, the victory was attributed to the icons of the Virgin that were led in procession by Patriarch Sergius about the walls of the city). The combined forces unsuccessfully besieged the capital between June and July. After this, the Sassanid army was forced to withdraw to Anatolia. The loss came just after news had reached them of yet another Byzantine victory, where Heraclius's brother Theodore heavily defeated the Persian general Shahin. Following this, Heraclius led an invasion into Sassanid Mesopotamia once again. The main Sassanid force was destroyed at Nineveh in 627, and in 629 Heraclius restored the True Cross to Jerusalem in a majestic ceremony, as he marched into the Sassanid capital of Ctesiphon, where anarchy and civil war reigned as a result of the enduring war. Eventually, the Persians were obliged to withdraw all armed forces and return Sassanid-ruled Egypt, the Levant and whatever imperial territories of Mesopotamia and Armenia were in Roman hands at the time of an earlier peace treaty in c. 595. The war had exhausted both the Byzantines and Sassanids, however, and left them extremely vulnerable to the Muslim forces that emerged in the following years. The Byzantines suffered a crushing defeat by the Arabs at the Battle of Yarmouk in 636, while Ctesiphon fell to the Rashidun Caliphate in 637. #### First Arab siege of Constantinople (674–678) and the theme system The Arabs, firmly in control of Syria and the Levant, sent frequent raiding parties deep into Asia Minor, and in 674–678 laid siege to Constantinople. The Arab fleet was finally repulsed through the use of Greek fire, and a thirty-years' truce was signed between the empire and the Umayyad Caliphate. However, the Anatolian raids continued unabated and accelerated the demise of classical urban culture, with the inhabitants of many cities either refortifying much smaller areas within the old city walls or relocating entirely to nearby fortresses. Constantinople shrank substantially from 500,000 inhabitants to just 40,000–70,000, and, like other urban centres, it was partly ruralised. The city also lost the free grain shipments in 618, after Egypt fell first to the Persians and then to the Arabs, and public wheat distribution ceased. The void left by the disappearance of the old semi-autonomous civic institutions was filled by the system called theme, which entailed dividing Asia Minor into "provinces" occupied by distinct armies that assumed civil authority and answered directly to the imperial administration. This system may have had its roots in certain ad hoc measures taken by Heraclius, but over the course of the 7th century it developed into an entirely new system of imperial governance. The massive cultural and institutional restructuring of the empire consequent on the loss of territory in the 7th century has been said to have caused a decisive break in east Mediterranean Romanness, and that the Byzantine state is subsequently best understood as another successor state rather than a real continuation of the Roman Empire. #### Late Heraclian dynasty The withdrawal of large numbers of troops from the Balkans to combat the Persians and then the Arabs in the east opened the door for the gradual southward expansion of Slavic peoples into the peninsula, and, as in Asia Minor, many cities shrank to small fortified settlements. In the 670s, the Bulgars were pushed south of the Danube by the arrival of the Khazars. In 680, Byzantine forces sent to disperse these new settlements were defeated. In 681, Constantine IV signed a treaty with the Bulgar Khan Asparukh, and the new Bulgarian state assumed sovereignty over several Slavic tribes that had previously, at least in name, recognised Byzantine rule. In 687–688, the final Heraclian emperor, Justinian II, led an expedition against the Slavs and Bulgarians and made significant gains, although the fact that he had to fight his way from Thrace to Macedonia demonstrates the degree to which Byzantine power in the north Balkans had declined. Justinian II attempted to break the power of the urban aristocracy through severe taxation and the appointment of "outsiders" to administrative posts. He was driven from power in 695 and took shelter first with the Khazars and then with the Bulgarians. In 705, he returned to Constantinople with the armies of the Bulgarian Khan Tervel, retook the throne and instituted a reign of terror against his enemies. With his final overthrow in 711, supported once more by the urban aristocracy, the Heraclian dynasty came to an end. #### Second Arab siege of Constantinople (717–718) and the Isaurian dynasty In 717 the Umayyad Caliphate launched a siege on Constantinople which lasted for one year. However, the combination of Leo III the Isaurian's military genius, the Byzantines' use of Greek fire, a cold winter in 717–718, and Byzantine diplomacy with the Khan Tervel of Bulgaria resulted in a Byzantine victory. After Leo III turned back the Muslim assault in 718, he addressed himself to the task of reorganising and consolidating the themes in Asia Minor. In 740 a major Byzantine victory took place at the Battle of Akroinon where the Byzantines destroyed the Umayyad army. Constantine V won noteworthy victories in northern Syria and also thoroughly undermined Bulgarian strength. In 746, profiting by the unstable conditions in the Umayyad Caliphate, which was falling apart under Marwan II, Constantine V invaded Syria and captured Germanikeia, and the Battle of Keramaia resulted in a major Byzantine naval victory over the Umayyad fleet. Coupled with military defeats on other fronts of the caliphate and internal instability, Umayyad expansion came to an end. #### Religious dispute over iconoclasm The 8th and early 9th centuries were also dominated by controversy and religious division over Iconoclasm, which was the main political issue in the empire for over a century. Icons (here meaning all forms of religious imagery) were banned by Leo and Constantine from around 730, leading to revolts by iconodules (supporters of icons) throughout the empire. After the efforts of Empress Irene, the Second Council of Nicaea met in 787 and affirmed that icons could be venerated but not worshipped. Irene is said to have endeavoured to negotiate a marriage between herself and Charlemagne, but according to Theophanes the Confessor the scheme was frustrated by Aetios, one of her advisors. In the early 9th century, Leo V reintroduced the policy of iconoclasm, but in 843 Empress Theodora restored the veneration of icons with the help of Patriarch Methodios. Iconoclasm played a part in the further alienation of East from West, which worsened during the so-called Photian schism when Pope Nicholas I challenged the elevation of Photios to the patriarchate. ### Macedonian dynasty and resurgence (867–1025) The accession of Basil I to the throne in 867 marks the beginning of the Macedonian dynasty, which ruled for 150 years. This dynasty included some of the ablest emperors in Byzantium's history, and the period is one of revival. The empire moved from defending against external enemies to reconquest of territories. The Macedonian dynasty was characterised by a cultural revival in spheres such as philosophy and the arts. There was a conscious effort to restore the brilliance of the period before the Slavic and subsequent Arab invasions, and the Macedonian era has been dubbed the "Golden Age" of Byzantium. Although the empire was significantly smaller than during the reign of Justinian I, it had regained much strength, as the remaining territories were less geographically dispersed and more politically, economically, and culturally integrated. #### Wars against the Abbasids Taking advantage of the empire's weakness after the Revolt of Thomas the Slav in the early 820s, the Arabs re-emerged and captured Crete. They also successfully attacked Sicily, but in 863 general Petronas gained a decisive victory at the Battle of Lalakaon against Umar al-Aqta, the emir of Melitene (Malatya). Under the leadership of Emperor Krum, the Bulgarian threat also re-emerged, but in 815–816 Krum's son, Omurtag, signed a peace treaty with Leo V. In the 830s the Abbasid Caliphate started military excursions culminating with a victory in the Sack of Amorium. The Byzantines then counter-attacked and sacked Damietta in Egypt. Later the Abbasid Caliphate responded by sending their troops into Anatolia again, sacking and marauding until they were eventually annihilated by the Byzantines at the Battle of Lalakaon in 863. In the early years of Basil I's reign, Arab raids on the coasts of Dalmatia and the siege of Ragusa (866–868) were defeated, and the region once again came under secure Byzantine control. This enabled Byzantine missionaries to penetrate to the interior and convert the Serbs and the principalities of modern-day Herzegovina and Montenegro to Christianity. By contrast, the Byzantine position in Southern Italy was gradually consolidated; by 873 Bari was once again under Byzantine rule, and most of Southern Italy remained in the empire for the next 200 years. On the more important eastern front, the empire rebuilt its defences and went on the offensive. The Paulicians were defeated at the Battle of Bathys Ryax and their capital of Tephrike (Divrigi) taken, while the offensive against the Abbasid Caliphate began with the recapture of Samosata. Under Basil's son and successor, Leo VI the Wise, the gains in the east against the enfeebled Abbasid Caliphate continued. Sicily was lost to the Arabs in 902, and in 904 Thessaloniki, the empire's second city, was sacked by an Arab fleet. The naval weakness of the empire was rectified. Despite this revenge, the Byzantines were still unable to strike a decisive blow against the Muslims, who inflicted a crushing defeat on the imperial forces when they attempted to regain Crete in 911. The death of the Bulgarian Emperor Simeon I in 927 severely weakened the Bulgarians, allowing the Byzantines to concentrate on the eastern front. Melitene was permanently recaptured in 934, and in 943 the famous general John Kourkouas continued the offensive in Mesopotamia with some noteworthy victories, culminating in the reconquest of Edessa. Kourkouas was especially celebrated for returning to Constantinople the venerated Mandylion, a relic purportedly imprinted with a portrait of Jesus. The soldier-emperors Nikephoros II Phokas (r. 963–969) and John I Tzimiskes (969–976) expanded the empire well into Syria, defeating the emirs of northwest Iraq. Nikephoros took Aleppo in 962, and the Arabs were decisively expelled from Crete in 963. The recapture of Crete in the siege of Chandax put an end to Arab raids in the Aegean, allowing mainland Greece to flourish again. Cyprus was permanently retaken in 965, and the successes of Nikephoros culminated in 969 with the siege of Antioch and its recapture, which he incorporated as a province of the empire. His successor John Tzimiskes recaptured Damascus, Beirut, Acre, Sidon, Caesarea and Tiberias, putting Byzantine armies within striking distance of Jerusalem, although the Muslim power centres in Iraq and Egypt were left untouched. After much campaigning in the north, the last Arab threat to Byzantium, the rich province of Sicily, was targeted in 1025 by Basil II, who died before the expedition could be completed. By that time the empire stretched from the straits of Messina to the Euphrates and from the Danube to Syria. #### Wars against the Bulgarian Empire The traditional struggle with the See of Rome continued through the Macedonian period, spurred by the question of religious supremacy over the newly Christianised state of Bulgaria. Ending eighty years of peace between the two states, the powerful Bulgarian Tsar Simeon I invaded in 894 but was pushed back by the Byzantines, who used their fleet to sail up the Black Sea to attack the Bulgarian rear, enlisting the support of the Hungarians. The Byzantines were defeated at the Battle of Boulgarophygon in 896, however, and agreed to pay annual subsidies to the Bulgarians. Leo the Wise died in 912, and hostilities resumed as Simeon marched to Constantinople at the head of a large army. Although the walls of the city were impregnable, the Byzantine administration was in disarray and Simeon was invited into the city, where he was granted the crown of basileus (emperor) of Bulgaria and had the young Emperor Constantine VII marry one of his daughters. When a revolt in Constantinople halted his dynastic project, he again invaded Thrace and conquered Adrianople. The empire now faced the problem of a powerful Christian state within a few days' marching distance from Constantinople, as well as having to fight on two fronts. A great imperial expedition under Leo Phocas and Romanos I Lekapenos ended with another crushing Byzantine defeat at the Battle of Achelous in 917, and the following year the Bulgarians were free to ravage northern Greece. Adrianople was plundered again in 923, and a Bulgarian army laid siege to Constantinople in 924. Simeon died suddenly in 927, however, and Bulgarian power collapsed with him. Bulgaria and Byzantium entered a long period of peaceful relations, and the empire was free to concentrate on the eastern front against the Muslims. In 968, Bulgaria was overrun by the Rus' under Sviatoslav I, but three years later, John I Tzimiskes defeated the Rus' and re-incorporated eastern Bulgaria into the Byzantine Empire. Bulgarian resistance revived under the rule of the Cometopuli dynasty, but Emperor Basil II (r. 976–1025) made the submission of the Bulgarians his primary goal. Basil's first expedition against Bulgaria, however, resulted in a defeat at the Gates of Trajan. For the next few years, the emperor was preoccupied with internal revolts in Anatolia, while the Bulgarians expanded their realm in the Balkans. The war dragged on for nearly twenty years. The Byzantine victories of Spercheios and Skopje decisively weakened the Bulgarian army, and in annual campaigns Basil methodically reduced the Bulgarian strongholds. At the Battle of Kleidion in 1014 the Bulgarians were annihilated: their army was captured, and it is said that 99 out of every 100 men were blinded, with the hundredth man left with one eye so he could lead his compatriots home. When Tsar Samuil saw the broken remains of his once formidable army, he died of shock. By 1018, the last Bulgarian strongholds had surrendered, and the country became part of the empire. This victory restored the Danube frontier, which had not been held since the days of the Emperor Heraclius. #### Relations with the Kievan Rus' Between 850 and 1100, the empire developed a mixed relationship with the Kievan Rus', which had emerged to the north across the Black Sea. This relationship had long-lasting repercussions in the history of the East Slavs, and the empire quickly became the main trading and cultural partner for Kiev. The Rus' launched their first attack against Constantinople in 860, pillaging the suburbs of the city. In 941, they appeared on the Asian shore of the Bosphorus, but this time they were crushed, an indication of the improvements in the Byzantine military position after 907, when only diplomacy had been able to push back the invaders. Basil II could not ignore the emerging power of the Rus', and following the example of his predecessors he used religion as a means for achieving political purposes. Rus'–Byzantine relations became closer following the marriage of Anna Porphyrogeneta to Vladimir the Great in 988, and the subsequent Christianisation of the Rus'. Byzantine priests, architects, and artists were invited to work on numerous cathedrals and churches around Rus', expanding Byzantine cultural influence even further, while numerous Rus' served in the Byzantine army as mercenaries, most notably as the famous Varangian Guard. Even after the Christianisation of the Rus', however, relations were not always friendly. The most serious conflict between the two powers was an invasion of Bulgaria in 968, but several Rus' raiding expeditions against the Byzantine cities of the Black Sea coast and Constantinople are also recorded. Although most were repulsed, they were often followed by treaties that were generally favourable to the Rus', such as the one concluded at the end of the war of 1043, during which the Rus' indicated their ambitions to compete with the Byzantines as an independent power. #### Campaigns in the Caucasus Between 1021 and 1022, following years of tensions, Basil II led a series of victorious campaigns against the Kingdom of Georgia, resulting in the annexation of several Georgian provinces to the empire. Basil's successors also annexed Bagratid Armenia in 1045. Importantly, both Georgia and Armenia were significantly weakened by the Byzantine administration's policy of heavy taxation and abolishing of the levy. The weakening of Georgia and Armenia played a significant role in the Byzantine defeat at Manzikert in 1071. #### Apex Basil II is considered among the most capable Byzantine emperors and his reign as the apex of the empire in the Middle Ages. By 1025, the date of Basil II's death, the Byzantine Empire stretched from Armenia in the east to Calabria in southern Italy in the west. Many successes had been achieved, ranging from the conquest of Bulgaria to the annexation of parts of Georgia and Armenia, and the reconquests of Crete, Cyprus, and the important city of Antioch. These were not temporary tactical gains but long-term reconquests. Leo VI achieved the complete codification of Byzantine law in Greek. This monumental work of 60 volumes became the foundation of all subsequent Byzantine law and is still studied today. Leo also reformed the administration of the empire, redrawing the borders of the administrative subdivisions (the themata, or "themes") and tidying up the system of ranks and privileges, as well as regulating the behaviour of the various trade guilds in Constantinople. Leo's reform did much to reduce the previous fragmentation of the empire, which henceforth had one centre of power, Constantinople. However, the increasing military success of the empire greatly enriched and gave the provincial nobility more power over the peasantry, who were essentially reduced to a state of serfdom. Under the Macedonian emperors Constantinople flourished, becoming the largest and wealthiest city in Europe, with a population of approximately 400,000 in the 9th and 10th centuries. During this period, the Byzantine Empire employed a strong civil service staffed by competent aristocrats that oversaw the collection of taxes, domestic administration, and foreign policy. The Macedonian emperors also increased the empire's wealth by fostering trade with Western Europe, particularly through the sale of silk and metalwork. #### Split between Orthodoxy and Catholicism (1054) The Macedonian period included events of momentous religious significance. The conversion of the Bulgarians, Serbs and Rus' to Orthodox Christianity drew the religious map of Europe which still resonates today. Cyril and Methodius, two Byzantine Greek brothers from Thessaloniki, contributed significantly to the Christianisation of the Slavs and in the process devised the Glagolitic alphabet, ancestor to the Cyrillic script. In 1054, relations between the Eastern and Western traditions of the Chalcedonian Christian Church reached a terminal crisis. Although there was a formal declaration of institutional separation on 16 July, when three papal legates entered the Hagia Sophia during Divine Liturgy on a Saturday afternoon and placed a bull of excommunication on the altar, the so-called Great Schism was actually the culmination of centuries of gradual separation. ### Crisis and fragmentation The Byzantine Empire fell into a period of difficulties, caused to a large extent by the undermining of the theme system and the neglect of the military. Nikephoros II, John Tzimiskes, and Basil II shifted the emphasis of the military divisions (τάγματα, tagmata) from a reactive, defence-oriented citizen army into an army of professional career soldiers, increasingly dependent on foreign mercenaries. Mercenaries were expensive, however, and as the threat of invasion receded in the 10th century, so did the need for maintaining large garrisons and expensive fortifications. Basil II left a burgeoning treasury upon his death, but he neglected to plan for his succession. None of his immediate successors had any particular military or political talent, and the imperial administration increasingly fell into the hands of the civil service. Incompetent efforts to revive the Byzantine economy resulted in severe inflation and a debased gold currency. The army was seen as both an unnecessary expense and a political threat. A number of standing local units were demobilised, further augmenting the army's dependence on mercenaries, who could be retained and dismissed on an as-needed basis. At the same time, Byzantium was faced with new enemies. Its provinces in southern Italy were threatened by the Normans who arrived in Italy at the beginning of the 11th century. During a period of strife between Constantinople and Rome culminating in the East-West Schism of 1054, the Normans advanced slowly but steadily into Byzantine Italy. Reggio, the capital of the tagma of Calabria, was captured in 1060 by Robert Guiscard, followed by Otranto in 1068. Bari, the main Byzantine stronghold in Apulia, was besieged in August 1068 and fell in April 1071. About 1053, Constantine IX disbanded what the historian John Skylitzes calls the "Iberian Army", which consisted of 50,000 men, and it was turned into a contemporary Drungary of the Watch. Two other knowledgeable contemporaries, the former officials Michael Attaleiates and Kekaumenos, agree with Skylitzes that by demobilising these soldiers Constantine did catastrophic harm to the empire's eastern defences. The emergency lent weight to the military aristocracy in Anatolia, who in 1068 secured the election of one of their own, Romanos Diogenes, as emperor. In the summer of 1071, Romanos undertook a massive eastern campaign to draw the Seljuks into a general engagement with the Byzantine army. At the Battle of Manzikert, Romanos suffered a surprise defeat by Sultan Alp Arslan and was captured. Alp Arslan treated him with respect and imposed no harsh terms on the Byzantines. In Constantinople, however, a coup put in power Michael Doukas, who soon faced the opposition of Nikephoros Bryennios and Nikephoros III Botaneiates. By 1081, the Seljuks had expanded their rule over virtually the entire Anatolian plateau from Armenia in the east to Bithynia in the west, and they had founded their capital at Nicaea, just 90 kilometres (56 miles) from Constantinople. ### Komnenian dynasty and the Crusades After Manzikert, a partial recovery (referred to as the Komnenian restoration) was made possible by the Komnenian dynasty. During the Komnenian period from about 1081 to about 1185, the dynasty presided over a sustained, though ultimately incomplete, restoration of the military, territorial, economic, and political position of the Byzantine Empire. Although the Seljuk Turks occupied the heartland of the empire in Anatolia, most Byzantine military efforts during this period were directed against Western powers, particularly the Normans. The empire under the Komnenoi played a key role in the history of the Crusades in the Holy Land, which Alexios I had helped bring about, while also exerting enormous cultural and political influence in Europe, the Near East, and the lands around the Mediterranean Sea under John and Manuel. Contact between Byzantium and the "Latin" West, including the Crusader states, increased significantly during the Komnenian period. Venetian and other Italian traders became resident in large numbers in Constantinople and the empire (there were an estimated 60,000 Latins in Constantinople alone, out of a population of three to four hundred thousand), and their presence together with the numerous Latin mercenaries who were employed by Manuel helped to spread Byzantine technology, art, literature and culture throughout the Latin West, while also leading to a flow of Western ideas and customs into the empire. #### Alexios I and the First Crusade The Komnenoi attained power under Alexios I in 1081. From the outset of his reign, Alexios faced a formidable attack by the Normans under Guiscard and his son Bohemund of Taranto, who captured Dyrrhachium and Corfu and laid siege to Larissa in Thessaly. Guiscard's death in 1085 temporarily eased the Norman problem. The following year, the Seljuq sultan died, and the sultanate was split by internal rivalries. By his own efforts, Alexios defeated the Pechenegs, who were caught by surprise and annihilated at the Battle of Levounion on 28 April 1091. Having achieved stability in the West, Alexios could turn his attention to the severe economic difficulties and the disintegration of the empire's traditional defences. However, he still did not have enough manpower to recover the lost territories in Asia Minor and to advance against the Seljuks. At the Council of Piacenza in 1095, envoys from Alexios spoke to Pope Urban II about the suffering of the Christians of the East and underscored that without help from the West they would continue to suffer under Muslim rule. Urban saw Alexios request as a dual opportunity to cement Western Europe and reunite the Eastern Orthodox Church with the Roman Catholic Church under his rule. On 27 November 1095, Urban called the Council of Clermont and urged all those present to take up arms under the sign of the Cross and launch an armed pilgrimage to recover Jerusalem and the East from the Muslims. The response in Western Europe was overwhelming. Alexios had anticipated help in the form of mercenary forces from the West, but he was totally unprepared for the immense and undisciplined force that arrived in Byzantine territory. It was no comfort to Alexios to learn that four of the eight leaders of the main body of the Crusade were Normans, among them Bohemund. Since the crusade had to pass through Constantinople, however, the emperor had some control over it. He required its leaders to swear to restore to the empire any towns or territories they might reconquer from the Turks on their way to the Holy Land. In return, he gave them guides and a military escort. Alexios was able to recover a number of important cities, islands and much of western Asia Minor. The Crusaders agreed to become Alexios' vassals under the Treaty of Devol in 1108, which marked the end of the Norman threat during Alexios' reign. #### John II, Manuel I and the Second Crusade Alexios's son John II Komnenos succeeded him in 1118 and ruled until 1143. John was a pious and dedicated emperor who was determined to undo the damage to the empire suffered at the Battle of Manzikert half a century earlier. Famed for his piety and his remarkably mild and just reign, John was an exceptional example of a moral ruler at a time when cruelty was the norm. For this reason, he has been called the Byzantine Marcus Aurelius. During his twenty-five-year reign, John made alliances with the Holy Roman Empire in the West and decisively defeated the Pechenegs at the Battle of Beroia. He thwarted Hungarian and Serbian threats during the 1120s, and in 1130 he allied himself with German Emperor Lothair III against Norman King Roger II of Sicily. In the later part of his reign, John focused his activities on the East, personally leading numerous campaigns against the Turks in Asia Minor. His campaigns fundamentally altered the balance of power in the East, forcing the Turks onto the defensive, while restoring many towns, fortresses, and cities across the peninsula to the Byzantines. He defeated the Danishmend Emirate of Melitene and reconquered all of Cilicia, while forcing Raymond of Poitiers, Prince of Antioch, to recognise Byzantine suzerainty. In an effort to demonstrate the emperor's role as the leader of the Christian world, John marched into the Holy Land at the head of the combined forces of the empire and the Crusader states; yet despite his great vigour pressing the campaign, his hopes were disappointed by the treachery of his Crusader allies. In 1142, John returned to press his claims to Antioch, but he died in the spring of 1143 following a hunting accident. John's chosen heir was his fourth son, Manuel I Komnenos, who campaigned aggressively against his neighbours both in the west and in the east. In Palestine, Manuel allied with the Crusader Kingdom of Jerusalem and sent a large fleet to participate in a combined invasion of Fatimid Egypt. Manuel reinforced his position as overlord of the Crusader states, with his hegemony over Antioch and Jerusalem secured by agreement with Raynald, Prince of Antioch, and Amalric of Jerusalem. In an effort to restore Byzantine control over the ports of southern Italy, he sent an expedition to Italy in 1155, but disputes within the coalition led to the eventual failure of the campaign. Despite this military setback, Manuel's armies successfully invaded the southern parts of the Kingdom of Hungary in 1167, defeating the Hungarians at the Battle of Sirmium. By 1168, nearly the whole of the eastern Adriatic coast lay in Manuel's hands. Manuel made several alliances with the pope and Western Christian kingdoms, and he successfully handled the passage of the crusaders through his empire. In the East, however, Manuel suffered a major defeat in 1176 at the Battle of Myriokephalon against the Turks. Yet the losses were quickly recovered, and in the following year Manuel's forces inflicted a defeat upon a force of "picked Turks". The Byzantine commander John Vatatzes, who destroyed the Turkish invaders at the Battle of Hyelion and Leimocheir, brought troops from the capital and was able to gather an army along the way, a sign that the Byzantine army remained strong and that the defensive programme of western Asia Minor was still successful. #### 12th-century Renaissance John and Manuel pursued active military policies, and both deployed considerable resources on sieges and city defences; aggressive fortification policies were at the heart of their imperial military policies. Despite the defeat at Myriokephalon, the policies of Alexios, John and Manuel resulted in vast territorial gains, increased frontier stability in Asia Minor, and secured the stabilisation of the empire's European frontiers. From c. 1081 to c. 1180, the Komnenian army assured the empire's security, enabling Byzantine civilisation to flourish. This allowed the Western provinces to achieve an economic revival that continued until the close of the century. It has been argued that Byzantium under the Komnenian rule was more prosperous than at any time since the Persian invasions of the 7th century. During the 12th century, population levels rose and extensive tracts of new agricultural land were brought into production. Archaeological evidence from both Europe and Asia Minor shows a considerable increase in the size of urban settlements, together with a notable upsurge in new towns. Trade was also flourishing; the Venetians, the Genoese and others opened up the ports of the Aegean to commerce, shipping goods from the Crusader states and Fatimid Egypt to the west and trading with the empire via Constantinople. In artistic terms, there was a revival in mosaic, and regional schools of architecture began producing many distinctive styles that drew on a range of cultural influences. During the 12th century, the Byzantines provided their model of early humanism as a renaissance of interest in classical authors. In Eustathius of Thessalonica, Byzantine humanism found its most characteristic expression. In philosophy, there was a resurgence of classical learning not seen since the 7th century, characterised by a significant increase in the publication of commentaries on classical works. Besides, the first transmission of classical Greek knowledge to the West occurred during the Komnenian period. In terms of prosperity and cultural life, the Komnenian period was one of the peaks in Byzantine history, and Constantinople remained the leading city of the Christian world in size, wealth, and culture. There was a renewed interest in classical Greek philosophy, as well as an increase in literary output in vernacular Greek. Byzantine art and literature held a pre-eminent place in Europe, and the cultural impact of Byzantine art on the West during this period was enormous and of long-lasting significance. ### Decline and disintegration #### Angelid dynasty Manuel's death on 24 September 1180 left his 11-year-old son Alexios II Komnenos on the throne. Alexios was highly incompetent in the office, and with his mother Maria of Antioch's Frankish background, his regency was unpopular. Eventually, Andronikos I Komnenos, a grandson of Alexios I, launched a revolt against his younger relative and managed to overthrow him in a violent coup d'état. Utilising his good looks and his immense popularity with the army, Andronikos marched to Constantinople in August 1182 and incited a massacre of the Latins. After eliminating his potential rivals, he had himself crowned as co-emperor in September 1183. He eliminated Alexios II and took his 12-year-old wife Agnes of France for himself. Andronikos began his reign well; in particular, the measures he took to reform the government of the empire have been praised by historians. According to George Ostrogorsky, Andronikos was determined to root out corruption: under his rule, the sale of offices ceased; selection was based on merit, rather than favouritism; officials were paid an adequate salary to reduce the temptation of bribery. In the provinces, Andronikos's reforms produced a speedy and marked improvement. The aristocrats were infuriated against him, and to make matters worse, Andronikos seems to have become increasingly unbalanced; executions and violence became increasingly common, and his reign turned into a reign of terror. Andronikos seemed almost to seek the extermination of the aristocracy as a whole. The struggle against the aristocracy turned into wholesale slaughter, while the emperor resorted to ever more ruthless measures to shore up his regime. Despite his military background, Andronikos failed to deal with Isaac Komnenos, Béla III of Hungary who reincorporated Croatian territories into Hungary, and Stephen Nemanja of Serbia who declared his independence from the Byzantine Empire. Yet, none of these troubles would compare to William II of Sicily's invasion force of 300 ships and 80,000 men, arriving in 1185 and sacking Thessalonica. Andronikos mobilised a small fleet of 100 ships to defend the capital, but other than that he was indifferent to the populace. He was finally overthrown when Isaac II Angelos, surviving an imperial assassination attempt, seized power with the aid of the people and had Andronikos killed. The reign of Isaac II, and more so that of his brother Alexios III, saw the collapse of what remained of the centralised machinery of Byzantine government and defence. Although the Normans were driven out of Greece, in 1186 the Vlachs and Bulgars began a rebellion that led to the formation of the Second Bulgarian Empire. The internal policy of the Angeloi was characterised by the squandering of the public treasure and fiscal maladministration. Imperial authority was severely weakened, and the growing power vacuum at the centre of the empire encouraged fragmentation. There is evidence that some Komnenian heirs had set up a semi-independent state in Trebizond before 1204. According to Alexander Vasiliev, "the dynasty of the Angeloi, Greek in its origin, ... accelerated the ruin of the Empire, already weakened without and disunited within." #### Fourth Crusade In 1198, Pope Innocent III broached the subject of a new crusade through legates and encyclical letters. The stated intent of the crusade was to conquer Egypt, the centre of Muslim power in the Levant. The crusader army arrived at Venice in the summer of 1202 and hired the Venetian fleet to transport them to Egypt. As a payment to the Venetians, they captured the (Christian) port of Zara in Dalmatia (vassal city of Venice, which had rebelled and placed itself under Hungary's protection in 1186). Shortly afterwards, Alexios IV Angelos, son of the deposed and blinded Emperor Isaac II, made contacts with the crusaders. Alexios offered to reunite the Byzantine church with Rome, pay the crusaders 200,000 silver marks, join the crusade, and provide all the supplies they needed to reach Egypt. #### Crusader sack of Constantinople (1204) The crusaders arrived at Constantinople in the summer of 1203 and quickly attacked, starting a major fire that damaged large parts of the city, and briefly seized control. Alexios III fled from the capital, and Alexios Angelos was elevated to the throne as Alexios IV along with his blind father Isaac. Alexios IV and Isaac II were unable to keep their promises and were deposed by Alexios V. The crusaders again took the city on 13 April 1204, and Constantinople was subjected to pillage and massacre by the rank and file for three days. Many priceless icons, relics and other objects later turned up in Western Europe, a large number in Venice. According to chronicler Niketas Choniates, a prostitute was even set up on the patriarchal throne. When order had been restored, the crusaders and the Venetians proceeded to implement their agreement; Baldwin of Flanders was elected emperor of a new Latin Empire, and the Venetian Thomas Morosini was chosen as patriarch. The lands divided up among the leaders included most of the former Byzantine possessions. Although Venice was more interested in commerce than conquering territory, it took key areas of Constantinople, and the Doge took the title of "Lord of a Quarter and Half a Quarter of the Roman Empire". #### Empire in exile After the sack of Constantinople in 1204 by Latin crusaders, two Byzantine successor states were established: the Empire of Nicaea and the Despotate of Epirus. A third, the Empire of Trebizond, was created after Alexios Komnenos, commanding the Georgian expedition in Chaldia a few weeks before the sack of Constantinople, found himself de facto emperor and established himself in Trebizond. Of the three successor states, Epirus and Nicaea stood the best chance of reclaiming Constantinople. The Nicaean Empire struggled to survive the next few decades, however, and by the mid-13th century it had lost much of southern Anatolia. The weakening of the Sultanate of Rûm following the Mongol invasion in 1242–1243 allowed many beyliks and ghazis to set up their own principalities in Anatolia, weakening the Byzantine hold on Asia Minor. In time, one of the Beys, Osman I, created the Ottoman Empire that would eventually conquer Constantinople. However, the Mongol invasion also gave Nicaea a temporary respite from Seljuk attacks, allowing it to concentrate on the Latin Empire to its north. #### Reconquest of Constantinople The Empire of Nicaea, founded by the Laskarid dynasty, managed to effect the recapture of Constantinople from the Latins in 1261 and defeat Epirus. This led to a short-lived revival of Byzantine fortunes under Michael VIII Palaiologos, but the war-ravaged empire was ill-equipped to deal with the enemies that surrounded it. To maintain his campaigns against the Latins, Michael pulled troops from Asia Minor and levied crippling taxes on the peasantry, causing much resentment. Massive construction projects were completed in Constantinople to repair the damage of the Fourth Crusade, but none of these initiatives was of any comfort to the farmers in Asia Minor suffering raids from Muslim ghazis. Rather than holding on to his possessions in Asia Minor, Michael chose to expand the empire, gaining only short-term success. To avoid another sacking of the capital by the Latins, he forced the Church to submit to Rome, again a temporary solution for which the peasantry hated Michael and Constantinople. The efforts of Andronikos II and later his grandson Andronikos III marked Byzantium's last genuine attempts in restoring the glory of the empire. However, the use of mercenaries by Andronikos II often backfired, with the Catalan Company ravaging the countryside and increasing resentment towards Constantinople. ### Fall #### Rise of the Ottomans and fall of Constantinople The situation became worse for Byzantium during the civil wars after Andronikos III died. A six-year-long civil war devastated the empire, allowing the Serbian ruler Stefan Dušan to overrun most of the empire's remaining territory and establish a Serbian Empire. In 1354, an earthquake at Gallipoli devastated the fort, allowing the Ottomans (who were hired as mercenaries during the civil war by John VI Kantakouzenos) to establish themselves in Europe. By the time the Byzantine civil wars had ended, the Ottomans had defeated the Serbians and subjugated them as vassals. Following the Battle of Kosovo, much of the Balkans became dominated by the Ottomans. The Byzantine emperors appealed to the West for help, but the pope would only consider sending aid in return for a reunion of the Eastern Orthodox Church with the See of Rome. Church unity was considered and occasionally accomplished by imperial decree, but the Orthodox citizenry and clergy intensely resented the authority of Rome and the Latin Church. Some Western troops arrived to bolster the Christian defence of Constantinople, but most Western rulers, distracted by their own affairs, did nothing as the Ottomans picked apart the remaining Byzantine territories. Constantinople by this stage was underpopulated and dilapidated. The population of the city had collapsed so severely that it was now little more than a cluster of villages separated by fields. On 2 April 1453, Sultan Mehmed's army of 80,000 men and large numbers of irregulars laid siege to the city. Despite a desperate last-ditch defence of the city by the massively outnumbered Christian forces (c. 7,000 men, 2,000 of whom were foreign), Constantinople finally fell to the Ottomans after a two-month siege on 29 May 1453. The final Byzantine emperor, Constantine XI Palaiologos, was last seen casting off his imperial regalia and throwing himself into hand-to-hand combat after the walls of the city were taken. ### Political aftermath By the time of the fall of Constantinople, the Byzantine Empire, already an empire in name only since the Fourth Crusade, had been reduced to three rump states, which were the Despotate of the Morea, the Empire of Trebizond and the Principality of Theodoro. The Morea was ruled by the brothers of Constantine XI, Thomas Palaiologos and Demetrios Palaiologos. The despotate continued as an independent state by paying an annual tribute to the Ottomans. Incompetent rule, failure to pay the annual tribute, and a revolt against the Ottomans finally led to Mehmed II's invasion of Morea in May 1460. A few holdouts remained for a time. The island of Monemvasia refused to surrender, and it was ruled for a short time by an Aragonese corsair. When the population drove him out they obtained the consent of Thomas to place themselves under the pope's protection before the end of 1460. The Mani Peninsula, on the Morea's south end, resisted under a loose coalition of the local clans and then that area came under Venice's rule. The last holdout was Salmeniko, in the Morea's northwest. Graitzas Palaiologos was the military commander there, stationed at Salmeniko Castle. While the town eventually surrendered, Graitzas and his garrison and some town residents held out in the castle until July 1461, when they escaped and reached Venetian territory. The Empire of Trebizond, which had split away from the Byzantine Empire just weeks before Constantinople was taken by the Crusaders in 1204, became the last remnant and last de facto successor state to the Byzantine Empire. Efforts by Emperor David to recruit European powers for an anti-Ottoman crusade provoked war between the Ottomans and Trebizond in the summer of 1461. After a month-long siege, David surrendered the city of Trebizond on 14 August 1461. Trebizond's Crimean principality, the Principality of Theodoro (part of the Perateia), lasted another 14 years, falling to the Ottomans in December 1475. Therefore, the last territorial remnant of the Roman Empire had officially ceased to exist, after 2,228 years of Roman civilization, since the legendary Founding of Rome in 753 BC. A nephew of the last emperor, Constantine XI, Andreas Palaiologos claimed to have inherited the title of Byzantine emperor. He lived in the Morea until its fall in 1460, then escaped to Rome where he lived under the protection of the Papal States for the remainder of his life. Since the office of the emperor had never been technically hereditary, Andreas' claim would have been without merit under Byzantine law. However, the empire had vanished, and Western states generally followed the Roman-church-sanctioned principles of hereditary sovereignty. Seeking a life in the west, Andreas styled himself Imperator Constantinopolitanus ("Emperor of Constantinople"), and sold his succession rights to both Charles VIII of France and the Catholic Monarchs. Constantine XI died without producing an heir, and had Constantinople not fallen he might have been succeeded by the sons of his deceased elder brother, who were taken into the palace service of Mehmed II after the fall of Constantinople. The oldest boy, renamed Has Murad, became a personal favorite of Mehmed and served as beylerbey (governor-general) of the Balkans. The younger son, renamed Mesih Pasha, became admiral of the Ottoman fleet and sanjak-bey (governor) of the Province of Gallipoli. He eventually served twice as grand vizier under Mehmed's son, Bayezid II. Mehmed II and his successors continued to consider themselves heirs to the Roman Empire. They considered that they had shifted their religious basis as Constantine had done before, and they continued to refer to their conquered Eastern Roman inhabitants (Orthodox Christians) as Rûm. However, this claim gradually faded away, as the Ottoman Empire assumed a more Islamic political identity. Meanwhile, the Danubian Principalities (whose rulers also considered themselves the heirs of the Eastern Roman Emperors) harbored Orthodox refugees, including some Byzantine nobles. At Constantine's death, the role of the emperor as a patron of Eastern Orthodoxy was claimed by Ivan III, Grand Prince of Muscovy. He had married Andreas' sister, Sophia Palaiologina, whose grandson, Ivan IV, would become the first tsar of Russia (tsar, or czar, meaning caesar, is a term traditionally applied by Slavs to the Byzantine emperors). Their successors supported the idea that Moscow was the proper heir to Rome and Constantinople. The idea of the Russian Empire as the successive Third Rome was kept alive until its demise with the Russian Revolution. ## Government and bureaucracy Inspired by Hellenistic political practice, the monarch was the sole and absolute ruler, and his power was regarded as having divine origin. From Justinian I on, the emperor was considered nomos empsychos, the "living law", both lawgiver and administrator. The senate had ceased to have real political and legislative authority but remained as an honorary council with titular members, resembling an emergency or ceremonial meeting made up of powerful Constantinopolitan aristocrats, very often friends and relatives of the emperor. By the end of the 8th century, a civil administration focused on the court was formed as part of a large-scale consolidation of power in the capital (the rise to pre-eminence of the position of sakellarios is related to this change). As a result of the different Orthodox and Hellenistic political philosophies, from Justinian onwards, an administrative simplification was given way for the emperor's easier management of the state as the sole administrator and lawgiver of the sacred Oikoumene. Definitive powers began to be attached around single entities who acted as viceroys, starting with the exarchs and their Justinianic-era predecessors stratelates who shared the extraordinary powers of the emperor in their respective districts and only answered to him, they also being appointed by the sovereign directly. The most important administrative reform, which probably started in the mid-7th century, was the creation of themes, where civil and military administration were embodied in a single person, the strategos, who, as the emperor's viceroy, shared his extraordinary powers in their respective "thémata", they too being also appointed by the emperor alone. Despite the occasionally derogatory use of the terms "Byzantine" and "Byzantinism", the Byzantine bureaucracy had a distinct ability for adapting to the empire's changing situations. The elaborate system of titulature and precedence gave the court prestige and influence. Officials were arranged in strict order around the emperor and depended upon the royal will for their ranks. There were also actual administrative jobs, but authority could be vested in individuals rather than offices. In the 8th and 9th centuries, civil service had constituted the clearest path to aristocratic status. However, beginning from the 9th century, the civil aristocracy was rivalled by an aristocracy of nobility. According to some studies of the Byzantine government, 11th-century politics were dominated by competition between the civil and the military aristocracy. During this period, Alexios I undertook important administrative reforms, including the creation of new courtly dignities and offices. ### Diplomacy After the fall of Rome, the key challenge to the empire was maintaining relations with its neighbours. When these nations set about forging formal political institutions, they were often modelled after Constantinople. Byzantine diplomacy managed to draw its neighbours into a network of international and inter-state relations. This network revolved around treaty-making and included the welcoming of the new ruler into the family of kings and the assimilation of Byzantine social attitudes, values and institutions. Whereas classical writers are fond of making ethical and legal distinctions between peace and war, Byzantines regarded diplomacy as a form of war by other means. For example, a Bulgarian threat could be countered by providing money to the Kievan Rus'. Diplomacy was understood to have an intelligence-gathering function on top of its pure political function. The Bureau of Barbarians in Constantinople handled matters of protocol and record-keeping for any issues related to the "barbarians", and thus had, perhaps, a basic intelligence function itself. John B. Bury believes that the office exercised supervision over all foreigners visiting Constantinople, and that they were under the supervision of the Logothetes tou dromou. While on the surface a protocol office—its main duty was to ensure foreign envoys were properly cared for and received sufficient state funds for their maintenance, and it kept all the official translators—it probably had a security function as well. Byzantines availed themselves of several diplomatic practices. For example, embassies to the capital often stayed on for years. A member of other royal houses would routinely be requested to stay on in Constantinople as a potential hostage as well as a useful pawn in case political conditions changed. Another key practice was to overwhelm visitors by sumptuous displays. According to Dimitri Obolensky, the preservation of the ancient civilisation in Europe could be accredited to the skill and resourcefulness of Byzantine diplomacy, which remains one of Byzantium's lasting contributions to the history of Europe. ### Law In 438, the Codex Theodosianus, named after Theodosius II, codified Byzantine law. It went into force in the Eastern Roman/Byzantine Empire as well as in the Western Roman Empire. It summarised the laws and gave direction on interpretation. Under the reign of Justinian I it was Tribonian, a notable jurist, who supervised the revision of the legal code known today as the Corpus Juris Civilis. Justinian's reforms had a clear effect on the evolution of jurisprudence, with his Corpus becoming the basis for revived Roman law in the Western world, while Leo III's Ecloga influenced the formation of legal institutions in the Slavic world. In the 10th century, Leo VI the Wise achieved the complete codification of the whole of Byzantine law in Greek with the Basilika, which became the foundation of all subsequent Byzantine law codes with an influence extending through to modern Balkan legal codes. ## Science and medicine Byzantine science played an important and crucial role in the transmission of classical knowledge to the Islamic world and to Renaissance Italy. Many of the most distinguished classical scholars held high office in the Eastern Orthodox Church. The Imperial University of Constantinople, sometimes known as the University of the Palace Hall of Magnaura (Greek: Πανδιδακτήριον τῆς Μαγναύρας), was an Eastern Roman educational institution that could trace its corporate origins to AD 425, when Emperor Theodosius II founded the Pandidakterion (Medieval Greek: Πανδιδακτήριον). The Pandidakterion was refounded in 1046 by Constantine IX Monomachos who created the Departments of Law (Διδασκαλεῖον τῶν Νόμων) and Philosophy (Γυμνάσιον). At the time various economic schools, colleges, polytechnics, libraries and fine arts academies also operated in the city of Constantinople. And a few scholars have gone so far as to call the Pandidakterion the first "university" in the world. The writings of classical antiquity were cultivated and preserved in Byzantium. Therefore, Byzantine science was in every period closely connected with ancient philosophy, and metaphysics. In the field of engineering Isidore of Miletus, the Greek mathematician and architect of the Hagia Sophia, produced the first compilation of Archimedes' works c. 530, and it is through this manuscript tradition, kept alive by the school of mathematics and engineering founded c. 850 during the "Byzantine Renaissance" by Leo the Mathematician, that such works are known today (see Archimedes Palimpsest). Alexandrian philosopher John Philoponus was the first to question Aristotelian physics. Unlike Aristotle, who based his physics on verbal argument, Philoponus relied on observation. Philoponus' criticism of Aristotelian principles of physics was an inspiration for Galileo Galilei's refutation of Aristotelian physics during the Scientific Revolution many centuries later, as Galileo cites Philoponus substantially in his works. The Byzantines pioneered the concept of the hospital as an institution offering medical care and the possibility of a cure for the patients, as a reflection of the ideals of Christian charity, rather than merely a place to die. Greek fire, an incendiary weapon which could even burn on water, is attributed to the Byzantines. It played a crucial role in the empire's victory over the Umayyad Caliphate during the siege of Constantinople (717–718). The discovery is attributed to Callinicus of Heliopolis from Syria who fled during the Arab conquest of Syria. However, it has also been argued that no single person invented Greek fire, but rather, that it was "invented by the chemists in Constantinople who had inherited the discoveries of the Alexandrian chemical school...". In the final century of the empire, astronomy and other mathematical sciences were taught in Trebizond; medicine attracted the interest of almost all scholars. The Fall of Constantinople in 1453 fuelled the era later commonly known as the "Italian Renaissance". During this period, refugee Byzantine scholars were principally responsible for carrying, in person and writing, ancient Greek grammatical, literary studies, mathematical, and astronomical knowledge to early Renaissance Italy. They also brought with them classical learning and texts on botany, medicine and zoology, as well as the works of Dioscorides and John Philoponus' criticism of Aristotelian physics. ## Culture ### Religion The Byzantine Empire was a theocracy, said to be ruled by God working through the emperor. Jennifer Fretland VanVoorst argues, "The Byzantine Empire became a theocracy in the sense that Christian values and ideals were the foundation of the empire's political ideals and heavily entwined with its political goals." Steven Runciman says in his book: > The constitution of the Byzantine Empire was based on the conviction that it was the earthly copy of the Kingdom of Heaven. Just as God ruled in Heaven, so the Emperor, made in his image, should rule on earth and carry out his commandments ... It saw itself as a universal empire. Ideally, it should embrace all the peoples of the Earth who, ideally, should all be members of the one true Christian Church, its own Orthodox Church. Just as man was made in God's image, so man's kingdom on Earth was made in the image of the Kingdom of Heaven. The survival of the empire in the East assured an active role of the emperor in the affairs of the Church. The Byzantine state inherited from pagan times the administrative and financial routine of administering religious affairs, and this routine was applied to the Christian Church. Following the pattern set by Eusebius of Caesarea, the Byzantines viewed the emperor as a representative or messenger of Christ, responsible particularly for the propagation of Christianity among pagans, and for the "externals" of the religion, such as administration and finances. As Cyril Mango points out, the Byzantine political thinking can be summarised in the motto "One God, one empire, one religion". Constantinople is generally considered the "cradle of Orthodox Christian civilization". The imperial role in the affairs of the Church never developed into a fixed, legally defined system. Additionally, the decline of Rome and the internal dissension in the other Eastern patriarchates, made the Church of Constantinople, between the 6th and 11th centuries, the richest and most influential centre of Christendom. Even when the empire was reduced to only a shadow of its former self, the Church continued to exercise significant influence both inside and outside of the imperial frontiers. As George Ostrogorsky points out: > The Patriarchate of Constantinople remained the centre of the Orthodox world, with subordinate metropolitan sees and archbishoprics in the territory of Asia Minor and the Balkans, now lost to Byzantium, as well as in Caucasus, Russia and Lithuania. The Church remained the most stable element in the Byzantine Empire. Byzantine monasticism especially came to be an "ever-present feature" of the empire, with monasteries becoming "powerful landowners and a voice to be listened to in imperial politics". The official state Christian doctrine was determined by the first seven ecumenical councils, and it was then the emperor's duty to impose it on his subjects. An imperial decree of 388, which was later incorporated into the Codex Justinianeus, orders the population of the empire "to assume the name of Catholic Christians", and regards all those who will not abide by the law as "mad and foolish persons"; as followers of "heretical dogmas". Despite imperial decrees and the stringent stance of the state church, which came to be known as the Eastern Orthodox Church or Eastern Christianity, the Eastern Orthodox Church never represented all Christians in Byzantium. Mango believes that in the early stages of the empire, the "mad and foolish persons"—those labelled "heretics" by the state church—were the majority of the population. Besides the pagans who existed until the end of the 6th century, and the Jews, there were many followers—sometimes even emperors—of various Christian doctrines, such as Nestorianism, Monophysitism, Arianism, and Paulicianism, whose teachings were in some opposition to the main theological doctrine as determined by the Ecumenical Councils. Another division among Christians occurred, when Leo III ordered the destruction of icons throughout the empire. This led to a significant religious crisis, which ended in the mid-9th century with the restoration of icons. During the same period, a new wave of pagans emerged in the Balkans, originating mainly from Slavic people. These were gradually Christianised, and by Byzantium's late stages, Eastern Orthodoxy represented most Christians and, in general, most people in what remained of the empire. Jews were a significant minority in the Byzantine state throughout its history, and according to Roman law, they constituted a legally recognised religious group. In the early Byzantine period they were generally tolerated, but then periods of tensions and persecutions ensued. In any case, after the Arab conquests the majority of Jews found themselves outside the empire; those left inside the Byzantine borders apparently lived in relative peace from the 10th century onwards. ### The arts #### Art Surviving Byzantine art is mostly religious and with exceptions at certain periods is highly conventionalised, following traditional models that translate carefully controlled church theology into artistic terms. Painting in fresco, illuminated manuscripts and on wood panel and, especially in earlier periods, mosaic were the main media, and figurative sculpture very rare except for small carved ivories. Manuscript painting preserved to the end some of the classical realist tradition that was missing in larger works. Byzantine art was highly prestigious and sought-after in Western Europe, where it maintained a continuous influence on medieval art until near the end of the period. This was especially so in Italy, where Byzantine styles persisted in modified form through the 12th century, and became formative influences on Italian Renaissance art. But few incoming influences affected the Byzantine style. With the expansion of the Eastern Orthodox Church, Byzantine forms and styles spread throughout the Orthodox world and beyond. Influences from Byzantine architecture, particularly in religious buildings, can be found in diverse regions from Egypt and Arabia to Russia and Romania. Byzantine architecture is known for the use of domes, and pendentive architecture was invented in the Byzantine Empire. It also often featured marble columns, coffered ceilings and sumptuous decoration, including the extensive use of mosaics with golden backgrounds. The building material used by Byzantine architects was no longer marble, which was very appreciated by the Ancient Greeks. They used mostly stone and brick, and also thin alabaster sheets for windows. Mosaics were used to cover brick walls, and any other surface where fresco would not resist. Good examples of mosaics from the proto-Byzantine era are in Hagios Demetrios in Thessaloniki (Greece), the Basilica of Sant'Apollinare Nuovo and the Basilica of San Vitale, both in Ravenna (Italy), and Hagia Sophia in Istanbul. Greco-Roman temples and Byzantine churches differ substantially in terms of their exterior and interior aspect. In Antiquity, the exterior was the most important part of the temple, because in the interior, where the cult statue of the deity to whom the temple was built was kept, only the priest had access. The ceremonies here held outside, and what the worshipers view was the facade of the temple, consisting of columns, with an entablature and two pediments. Meanwhile, Christian liturgies were held in the interior of the churches, the exterior usually having little to no ornamentation. #### Literature In Byzantine literature, three different cultural elements are recognised: the Greek, the Christian, and the Oriental. Byzantine literature is often classified in five groups: historians and annalists; encyclopaedists (Patriarch Photios, Michael Psellus, and Michael Choniates are regarded as the greatest encyclopaedists of Byzantium) and essayists; writers of secular poetry (the only genuine heroic epic of the Byzantines is the Digenis Acritas); ecclesiastical and theological literature; and popular poetry. Of the 2,000 to 3,000 volumes of Byzantine literature that survive, only 330 consist of secular poetry, history, science and pseudo-science. While the most flourishing period of the secular literature of Byzantium runs from the 9th to the 12th century, its religious literature (sermons, liturgical books and poetry, theology, devotional treatises, etc.) developed much earlier with Romanos the Melodist being its most prominent representative. #### Music The ecclesiastical forms of Byzantine music—composed to Greek texts as ceremonial, festival, or church music—are today the most well-known forms. Ecclesiastical chants were a fundamental part of this genre. Greek and foreign historians agree that the ecclesiastical tones and in general the whole system of Byzantine music is closely related to the ancient Greek system. It remains the oldest genre of extant music, of which the manner of performance and (with increasing accuracy from the 5th century onwards) the names of the composers, and sometimes the particulars of each musical work's circumstances, are known. The 9th-century Persian geographer Ibn Khordadbeh, in his lexicographical discussion of instruments, cited the lyra (lūrā) as the typical instrument of the Byzantines along with the urghun (organ), shilyani (probably a type of harp or lyre) and the salandj (probably a bagpipe). The first of these, the early bowed stringed instrument known as the Byzantine lyra, came to be called the lira da braccio, in Venice, where it is considered by many to have been the predecessor of the contemporary violin, which later flourished there. The bowed "lyra" is still played in former Byzantine regions, where it is known as the Politiki lyra (lit. 'lyra of the City', i.e. Constantinople) in Greece, the Calabrian lira in southern Italy, and the lijerica in Dalmatia. The water organ originated in the Hellenistic world and was used in the Hippodrome during races. A pipe organ with "great leaden pipes" was sent by Emperor Constantine V to Pepin the Short, King of the Franks in 757. Pepin's son Charlemagne requested a similar organ for his chapel in Aachen in 812, beginning its establishment in Western church music. The aulos was a double-reeded woodwind like the modern oboe or Armenian duduk. Other forms include the plagiaulos (πλαγίαυλος, from πλάγιος "sideways"), which resembled the flute, and the askaulos (ἀσκός askos – wineskin), a bagpipe. Bagpipes, also known as dankiyo (from ancient Greek: angion (Τὸ ἀγγεῖον) "the container"), had been played even in Roman times and continued to be played throughout the empire's former realms through to the present. (See Balkan Gaida, Greek Tsampouna, Pontic Tulum, Cretan Askomandoura, Armenian Parkapzuk, and Romanian Cimpoi.) The modern descendant of the aulos is the Greek Zourna. Other instruments used in Byzantine music were the Kanonaki, Oud, Laouto, Santouri, Tambouras, Seistron (defi tambourine), Toubeleki, and Daouli. Some claim that the Lavta may have been invented by the Byzantines before the arrival of the Turks. ### Cuisine Byzantine culture was initially the same as Late Greco-Roman, but over the following millennium of the empire's existence it slowly changed into something more similar to modern Balkan and Anatolian culture. The cuisine still relied heavily on the Greco-Roman fish-sauce condiment garos, but it also contained foods still familiar today, such as the cured meat pastirma (known as "paston" in Byzantine Greek), baklava (known as koptoplakous κοπτοπλακοῦς), tiropita (known as plakountas tetyromenous or tyritas plakountas), and the famed medieval sweet wines (Malvasia from Monemvasia, Commandaria and the eponymous Rumney wine). Retsina, wine flavoured with pine resin, was also drunk, as it still is in Greece today, producing similar reactions from unfamiliar visitors; "To add to our calamity the Greek wine, on account of being mixed with pitch, resin, and plaster was to us undrinkable," complained Liutprand of Cremona, who was the ambassador sent to Constantinople in 968 by the German Holy Roman Emperor Otto I. The garos fish sauce condiment was also not much appreciated by the unaccustomed; Liutprand of Cremona described being served food covered in an "exceedingly bad fish liquor." The Byzantines also used a soy sauce-like condiment, murri, a fermented barley sauce, which, like soy sauce, provided umami flavouring to their dishes. ### Flags and insignia For most of its history, the Byzantine Empire did not know or use heraldry in the West European sense. Various emblems (Greek: σημεία, sēmeia; sing. σημείον, sēmeion) were used in official occasions and for military purposes, such as banners or shields displaying various motifs such as the cross or the labarum. The use of the cross and images of Christ, the Virgin Mary and various saints is also attested on seals of officials, but these were personal rather than family emblems. ### Language Apart from the Imperial court, administration and military, the primary language used in the eastern Roman provinces even before the decline of the Western Empire was Greek, having been spoken in the region for centuries before Latin. Following Rome's conquest of the east its 'Pax Romana', inclusionist political practices and development of public infrastructure, facilitated the further spreading and entrenchment of the Greek language in the east. Indeed, early on in the life of the Roman Empire, Greek had become the common language of the Church, the language of scholarship and the arts, and to a large degree the lingua franca for trade between provinces and with other nations. Greek for a time became diglossic with the spoken language, known as Koine (eventually evolving into Demotic Greek), used alongside an older written form (Attic Greek) until Koine won out as the spoken and written standard. The Emperor Diocletian sought to renew the authority of Latin, making it the official language of the Roman administration also in the East, and the Greek expression ἡ κρατοῦσα διάλεκτος (hē kratousa dialektos) attests to the status of Latin as "the language of power." In the early 5th century, Greek gained equal status with Latin as the official language in the East, and emperors gradually began to legislate in Greek rather than Latin starting with the reign of Leo I the Thracian in the 460s. The last Eastern emperor to stress the importance of Latin was Justinian I, whose Corpus Juris Civilis was written almost entirely in Latin. He may also have been the last native Latin-speaking emperor. The use of Latin as the language of administration persisted for centuries, though it was increasingly replaced by Greek. Scholarly Latin rapidly fell into disuse among the educated classes although the language continued to be at least a ceremonial part of the empire's culture for some time. Additionally, Latin remained a minority language in the empire, mainly on the Italian peninsula, along the Dalmatian coast and in the Balkans (specially in mountainous areas away from the coast), eventually developing into various Romance languages like Dalmatian or Romanian. Many other languages existed in the empire, and some of these were given limited official status in their provinces at various times. Notably, by the beginning of the Middle Ages, Syriac had become more widely used by the educated classes in the far eastern provinces. Similarly, Armenian, and Georgian became significant among the educated in their provinces. Later foreign contacts made Old Church Slavonic, Persian, and Arabic important in parts of the empire. There was a revival of Latin studies in the 10th century due to increased contacts with Western Europe, and by the 11th century knowledge of Latin was no longer unusual at Constantinople. There was widespread use of the Armenian and various Slavic languages, which became more pronounced in the border regions of the empire. Various other languages were spoken in the empire by foreign merchants, mercenaries, pilgrims, dignitaries, and others. As the empire entered its final decline, the non-Greek speaking regions were lost, and the presence of foreigners diminished, making the empire increasingly homogeneously Greek speaking. ### Recreation Byzantines were avid players of tavli (Byzantine Greek: τάβλη), a game known in English as backgammon, which is still popular in former Byzantine realms and still known by the name tavli in Greece. Byzantine nobles were devoted to horsemanship, particularly tzykanion, now known as polo. The game came from Sassanid Persia, and a Tzykanisterion (stadium for playing the game) was built by Theodosius II inside the Great Palace of Constantinople. Emperor Basil I excelled at it; Emperor Alexander died from exhaustion while playing, Emperor Alexios I Komnenos was injured while playing with Tatikios, and John I of Trebizond died from a fatal injury during a game. Aside from Constantinople and Trebizond, other Byzantine cities also featured tzykanisteria, most notably Sparta, Ephesus, and Athens, an indication of a thriving urban aristocracy. The game was introduced to the West by crusaders, who developed a taste for it particularly during the pro-Western reign of Emperor Manuel I Komnenos. Chariot races were popular and held at hippodromes across the empire. There were initially four major factions in chariot racing, differentiated by the colour of the uniform in which they competed; the colours were also worn by their supporters. These were the Blues (Veneti), the Greens (Prasini), the Reds (Russati), and the Whites (Albati), although by the Byzantine era the only teams with any influence were the Blues and Greens. Emperor Justinian I was a supporter of the Blues. ### Women The position of women in the Byzantine Empire essentially represents the position of women in ancient Rome transformed by the introduction of Christianity, with certain rights and customs being lost and replaced, while others were allowed to remain. There were individual Byzantine women famed for their educational accomplishments. However, the general view of women's education was that it was sufficient for a girl to learn domestic duties and to study the lives of the Christian saints and memorize psalms, and to learn to read so that she could study Bible scriptures—although literacy in women was sometimes discouraged because it was believed it could encourage vice. The Roman right to divorce was gradually erased after the introduction of Christianity and replaced with legal separation and annulment. Marriage was regarded as the ideal state for a woman, and only convent life was seen as a legitimate alternative. Within marriage, sexual activity was regarded only as a means of reproduction. Women had the right to appear before court, but her testimony was not regarded as equal to that of a man and could be contradicted based on her sex if put against that of a man. From the 6th century there was a growing ideal of gender segregation, which dictated that women should wear veils and only be seen in public when attending church, and while the ideal was never fully enforced, it influenced society. The laws of Emperor Justinian I made it legal for a man to divorce his wife for attending public premises such as theatres or public baths without his permission, and Emperor Leo VI banned women from witnessing business contracts with the argument that it caused them to come in contact with men. In Constantinople, upper-class women were increasingly expected to keep to a special women's section (gynaikonitis), and by the 8th century it was described as unacceptable for unmarried daughters to meet unrelated men. While imperial women and their ladies appeared in public alongside men, women and men at the imperial court attended royal banquets separately until the rise of the Komnenos dynasty in the 12th century. Eastern Roman and later Byzantine women retained the Roman woman's right to inherit, own and manage their property and signs contracts, rights which were far superior to the rights of married women in Medieval Catholic Western Europe, as these rights included both married women as well as unmarried women and widows. Women's legal right to handle their own money made it possible for rich women to engage in business, however women who actively had to find a profession to support themselves normally worked as domestics or in domestic fields such as the food or textile industry. Women could work as medical physicians and attendants of women patients and visitors at hospitals and public baths with government support. After the introduction of Christianity, women could no longer become priestesses, but it became common for women to found and manage nunneries, which functioned as schools for girls as well as asylums, poor houses, hospitals, prisons and retirement homes for women, and many Byzantine women practised social work as lay sisters and deaconesses. ## Economy The Byzantine economy was among the most advanced in Europe and the Mediterranean for many centuries. Europe, in particular, could not match Byzantine economic strength until late in the Middle Ages. Constantinople operated as a prime hub in a trading network that at various times extended across nearly all of Eurasia and North Africa, in particular as the primary western terminus of the famous Silk Road. Until the first half of the 6th century and in sharp contrast with the decaying West, the Byzantine economy was flourishing and resilient. The Plague of Justinian and the Arab conquests represented a substantial reversal of fortunes contributing to a period of stagnation and decline. Isaurian reforms and Constantine V's repopulation, public works and tax measures marked the beginning of a revival that continued until 1204, despite territorial contraction. From the 10th century until the end of the 12th, the Byzantine Empire projected an image of luxury and travellers were impressed by the wealth accumulated in the capital. The Fourth Crusade resulted in the disruption of Byzantine manufacturing and the commercial dominance of the Western Europeans in the eastern Mediterranean, events that amounted to an economic catastrophe for the empire. The Palaiologoi tried to revive the economy, but the late Byzantine state did not gain full control of either the foreign or domestic economic forces. Gradually, Constantinople also lost its influence on the modalities of trade and the price mechanisms, and its control over the outflow of precious metals and, according to some scholars, even over the minting of coins. One of the economic foundations of Byzantium was trade, fostered by the maritime character of the empire. Textiles must have been by far the most important item of export; silks were certainly imported into Egypt and appeared also in Bulgaria, and the West. The state strictly controlled both the internal and the international trade, and retained the monopoly of issuing coinage, maintaining a durable and flexible monetary system adaptable to trade needs. The government attempted to exercise formal control over interest rates and set the parameters for the activity of the guilds and corporations, in which it had a special interest. The emperor and his officials intervened at times of crisis to ensure the provisioning of the capital, and to keep down the price of cereals. Finally, the government often collected part of the surplus through taxation, and put it back into circulation, through redistribution in the form of salaries to state officials, or in the form of investment in public works. ## Legacy Byzantium has been often identified with absolutism, orthodox spirituality, orientalism and exoticism, while the terms "Byzantine" and "Byzantinism" have been used as bywords for decadence, complex bureaucracy, and repression. Both Eastern and Western European authors have often perceived Byzantium as a body of religious, political, and philosophical ideas contrary to those of the West. Even in 19th-century Greece, the focus was mainly on the classical past, while Byzantine tradition had been associated with negative connotations. This traditional approach towards Byzantium has been partially or wholly disputed and revised by modern studies, which focus on the positive aspects of Byzantine culture and legacy. Averil Cameron regards as undeniable the Byzantine contribution to the formation of medieval Europe, and both Cameron and Obolensky recognise the major role of Byzantium in shaping Orthodoxy, which in turn occupies a central position in the history, societies and culture of Greece, Romania, Bulgaria, Russia, Georgia, Serbia and other countries. The Byzantines also preserved and copied classical manuscripts, and they are thus regarded as transmitters of classical knowledge, as important contributors to modern European civilisation, and as precursors of both Renaissance humanism and Slavic-Orthodox culture. Some scholars focused on the positive aspects of Byzantine culture and legacy, French historian Charles Diehl describes the Byzantine Empire by saying: > Byzantium created a brilliant culture, may be, the most brilliant during the whole Middle Ages, doubtlessly the only one existing in Christian Europe before the XI century. For many years, Constantinople remained the sole grand city of Christian Europe ranking second to none in splendour. Byzantium literature and art exerted a significant impact on peoples around it. The monuments and majestic works of art, remaining after it, show us the whole lustre of byzantine culture. That's why Byzantium held a significant place in the history of Middle Ages and, one must admit it, a merited one. As the only stable long-term state in Europe during the Middle Ages, Byzantium isolated Western Europe from newly emerging forces to the East. Constantly under attack, it distanced Western Europe from Persians, Arabs, Seljuk Turks, and for a time, the Ottomans. From a different perspective, since the 7th century, the evolution and constant reshaping of the Byzantine state were directly related to the respective progress of Islam. Following the conquest of Constantinople by the Ottoman Turks in 1453, Sultan Mehmed II took the title "Kaysar-i Rûm" (the Ottoman Turkish equivalent of Caesar of Rome), since he was determined to make the Ottoman Empire the heir of the Eastern Roman Empire. ## See also - Family tree of Byzantine emperors - Index of Byzantine Empire–related articles - Legacy of the Roman Empire - List of Byzantine revolts and civil wars - List of Byzantine wars - List of Roman dynasties - Succession of the Roman Empire
3,668,827
Stocksbridge Park Steels F.C.
1,162,988,835
English association football club
[ "1986 establishments in England", "Association football clubs established in 1986", "Football clubs in England", "Football clubs in South Yorkshire", "Northern Counties East Football League", "Northern Premier League clubs", "Sheffield & Hallamshire County FA members", "Sports clubs and teams in Sheffield", "Stocksbridge", "Stocksbridge Park Steels F.C.", "Works association football teams in England" ]
Stocksbridge Park Steels Football Club is an English association football club based in Stocksbridge, South Yorkshire. They currently compete in the . The club was formed in 1986 after a merger between two clubs, and uses a yellow and blue home kit. They play at the Bracken Moor ground. England international Jamie Vardy and Republic of Ireland international Scott Hogan have played for the team. They initially played in the Northern Counties East League and progressed through the NCEL's divisions before winning promotion to Division One of the Northern Premier League (NPL) in 1996. They reached the Premier Division of the NPL in 2009, but were relegated back to Division One South in 2014. Steels have participated in the FA Cup every year since 1992, reaching the 4th qualifying round in 2003, and first entered the FA Trophy in 1996 after previously participating in the FA Vase. ## History Stocksbridge Park Steels F.C. was formed in 1986 as the result of the merger of Stocksbridge Works, the works team of the local British Steel Corporation plant, and another local club, Oxley Park Sports. The new club was immediately admitted to the Northern Counties East League Division Two, the works club having previously played in Division Three of the same league. The Steels spent five seasons in Division Two before being placed in Division One when the lower division was discontinued upon league re-organisation in 1991. In the same year Mick Horne was appointed as the club's manager, and he led the team to the championship of Division One in the 1991–92 season. In Stocksbridge's first season in the Premier Division the team finished near the bottom of the table, but in the 1993–94 season the Steels became Northern Counties East League champions. The club failed to gain promotion to the Northern Premier League, however, as their stadium did not meet the required standard. The club finished second in the division two seasons later, losing the championship on goal difference to Hatfield Main, and on this occasion were admitted to the Northern Premier League Division One. Stocksbridge finished in the top half of the table in the club's first five seasons at the higher level, with a best finish of fourth place in the 2000–01 season, but the following season the Steels finished only two places from the bottom of the league. Shortly before the end of this season, manager Mick Horne tendered his resignation after 11 years in charge and was replaced by his assistant, former Norwich City player Wayne Biggins. Under Biggins' management, the Steels had their best ever runs in both the FA Cup and FA Trophy and set a club record with a 17–1 defeat of Oldham Town in the FA Cup preliminary round in August 2002, but remained near the bottom of the league table. After the Steels were defeated 6–0 by Shildon in the final qualifying round of the 2003–04 FA Cup, Biggins attempted to resign but the board of directors persuaded him to continue in his job. However, he left in November 2003, with the club again fighting a battle against relegation. Former assistant manager of local rivals Worksop Town Peter Rinkcavage was appointed as Stocksbridge's new manager, and in the 2005–06 season he led the team to a sixth-place finish, sufficient to qualify for the play-offs for promotion to the Northern Premier League Premier Division. After holding Kendal Town to a 1–1 draw in the semi-final, the Steels lost a penalty shoot-out, ending their hopes of promotion. The following season Stocksbridge again finished in sixth place, although with only two teams promoted, it was not high enough to qualify for the play-offs. Stocksbridge did, however, defeat Worksop Town to win the Sheffield and Hallamshire Senior Cup. Following this win manager Rinkcavage resigned in order to return to his former club, Worksop, as manager, with Gary Marrow replacing him for the 2007–08 season, for which the club was placed in the Southern section of the now-regionalised Division One. Stocksbridge again qualified for the play-offs, but lost to Sheffield. In the 2008–09 season, the Steels again qualified for the play-offs and defeated Belper Town in the final to gain promotion to the Northern Premier League Premier Division for the first time. During the following season, Marrow resigned as manager and was replaced by Simon Collins. The Steels spent five years in the Premier Division, never finishing out of the bottom half of the table, and were relegated at the end of the 2013–14 season. In 2017, Stocksbridge qualified for the end of season play-offs in their bid to return to the Premier Division, but were beaten in the semi-finals by Spalding United. Geographical re-organisation of the NPL saw them play in Division One East in 2018–19, and Division One South East in 2019–20. ### Season-by-season record ## Colours and crest The Steels have generally worn a kit of yellow shirts with varying amounts of blue trim, blue shorts, and yellow stockings during their short history. The club badge is predominantly yellow and blue to reflect this, and features a representation of a clock tower located on Nanny Hill, near the club's stadium. The alternative crest was in use by the supporters club from 2006 to 2011 but was never adopted by the club. The official crest was redesigned in 2022 . The club is unusual in having an alternate crest for its away shirts with the colours reversed. The team's nickname is "Steels" or "The Steels". ## Stadium The Steels have always played their games at Bracken Moor, the former home of Stocksbridge Works. In 2006 it was announced that the stadium was to be sponsored by local newspaper Look Local for a term of five years, resulting in its official name being changed to the Look Local Stadium, a deal which was later extended to 2013. This was changed to the Eco-Power Stadium in the summer of 2020 when Eco Power Environmental became the club's biggest sponsor The stadium has a maximum capacity of 3,500, with 450 seats. The ground was a cricket pitch until shortly after the Second World War, when it was purchased by a local steelmaking company and converted into a football stadium. Stone-built changing rooms were erected in the mid-1960s, replacing a small hut, as was a seated stand and terracing. The main stand has a distinctive angled awning which extends from the fascia and seats which came from Sheffield Wednesday's Hillsborough Stadium. Floodlights were installed at the stadium in 1990 and the terracing partially covered four years later. As one side of the ground directly adjoins a cricket pitch, the club was required to erect a dividing fence in order to gain entry to the Northern Premier League. The fence was temporary in nature and was removed during the cricket season, however when the cricket club merged with another local side the cricket pitch stopped being used and the fence became a permanent fixture. It was partially funded by money raised from friendlies against Sheffield Wednesday and Sheffield United. ## Supporters The average attendance at the Look Local Stadium was 180 in the 2008–09 season, the ninth highest of twenty teams in the Northern Premier League Division One South, with the largest attendance being 451 for the visit of Sheffield. The average figure was a decrease of 3 compared to the previous season. The highest attendance in the club's history was 2,000, for a friendly match against Sheffield Wednesday to mark the inauguration of the ground's floodlights in October 1991. The club has a Supporters' Club which was set up in the mid-1990s. The Supporters' Club organises events to raise funds for the football club, and operates the club shop at the Look Local Stadium. ### Rivalries Frickley Athletic and Worksop Town are considered to be local rivals to the Steels. Stocksbridge's highest ever league attendance against their rivals is 610 for a match against Worksop. ## Players ### Notable former players ## Managers ## Honours ## Records Stocksbridge's best league finish was a fourth-place finish in the Northern Premier League Division One, which at the time sat at the seventh level in the overall English football league system, in the 2000–01 season. The largest number of points the team has registered in a season was 76 in the 2006–07 season, but that was only enough to secure a sixth-place finish. The club's best performance in the FA Cup was an appearance in the fourth and final qualifying round in the 2003–04 season. After winning four matches to progress from the preliminary round, the Steels lost 6–0 away to Shildon. In the same season the club achieved its best performance in the FA Trophy, reaching the second round proper only to lose 4–2 away to Blyth Spartans. The club's record victory was a 17–1 win over Oldham Town in the FA Cup in 2002. Striker Paul Jackson scored ten of the goals, equalling the 55-year-old record for the most goals scored by a single player in an FA Cup match. Ted McDougall's nine goals for AFC Bournemouth against Margate in 1971 remains the record in the FA Cup proper, whereas Jackson's ten is the record for the qualifying rounds. The Steels' record defeat was a 7–2 loss to Witton Albion in the 2001–02 season. The record for the most appearances for the club is held by Gary Hurlestone with 254. The club's all-time record goalscorer is Trevor Jones, who scored 145 times for the Steels. The largest transfer fee paid for a Stocksbridge player is £15,000, paid by Wolverhampton Wanderers for Lee Mills in December 1992.
41,813,456
The FP
1,160,453,722
2011 film by Brandon Trost and Jason Trost
[ "2010s American films", "2010s English-language films", "2011 comedy films", "2011 directorial debut films", "2011 films", "2011 independent films", "American dance films", "American gang films", "American independent films", "Features based on short films", "Films directed by Jason Trost", "Films set in California", "Films set in the future", "Films shot in California" ]
The FP is a 2011 American comedy film written and directed by Brandon and Jason Trost. The film focuses on two gangs, the 248 and the 245, fighting for control of Frazier Park (the FP). The gangs settle their disputes by playing Beat-Beat Revelation, a music video game similar to Dance Dance Revolution. Gang member JTRO (Jason Trost) trains to defeat L Dubba E (Lee Valmassy), the leader of a rival gang. The film also features Caitlyn Folley, Art Hsu, Nick Principe and Dov Tiefenbach. Jason Trost conceived The FP when he was 16, and developed it into a short film starring himself, Valmassy, Principe, DeBello, Brandon Barrera, Diane Gaeta, Kris Lemche and Torry Haynes in 2007. After seeing the finished film, Barrera suggested that Trost make a feature-length version. In the expanded production, Gaeta, Lemche, and Haynes were replaced with Folley, Hsu, and Bryan Goddard, respectively. Principal photography took place in Frazier Park, California in September 2008. Ron Trost—Brandon and Jason Trost's father—served as special effects supervisor and executive producer of the film, and his property was the primary filming location. The full-length version of The FP premiered at South by Southwest on March 13, 2011, and received positive reviews. After its screening at the Fantasia Festival on July 30 that year, Drafthouse Films acquired the film for distribution. It had a limited release in 28 American theaters, beginning on March 16, 2012, and was released on home media on June 29, 2012. The theatrical release received mixed reviews and failed to recoup its production budget of , grossing \$40,557 in the United States. A sequel, FP2: Beats of Rage, was released in September 2018. ## Plot In a dystopian future, rival gangs the 245 and the 248 fight for control of Frazier Park (the FP) by challenging each other in Beat-Beat Revelation, a dance-fight video game. L Dubba E, the leader of the 245 gang, battles and defeats BTRO, the leader of the 248 gang. BTRO dies as a result. His younger brother JTRO is traumatized and leaves the FP. One year later, BTRO's best friend KCDC finds JTRO working as a lumberjack. KCDC convinces JTRO that the FP needs him because L Dubba E has taken control of the local alcohol industry and is refusing to sell alcoholic drinks to everyone. The lack of alcohol has led to an increase in methamphetamine addicts, a decrease in homeless people and, consequently, ducks. Reluctantly, JTRO returns with KCDC; he meets BLT and reunites with Stacy, an old friend. JTRO and Stacy are interrupted by L Dubba E—now Stacy's boyfriend—who is picking her up to go to a party. JTRO goes to the same party and Stacy drunkenly flirts with him. L Dubba E taunts JTRO then hits him with a baseball bat, rendering him unconscious. JTRO dreams that BTRO tells him to fight back, pushing him to challenge L Dubba E. L Dubba E declines, saying that JTRO lacks sufficient "street cred". L Dubba E demands that JTRO defeat Triple Decka 1K before he will accept JTRO's challenge. JTRO begins a grueling training regime with BLT to regain his former level of skill. Before his match with Triple Decka 1K, BLT gives BTRO's boots to JTRO. At the match venue, JTRO is tricked into drinking alcohol tainted with methamphetamine. Despite his drug-induced visual impairment, JTRO defeats Triple Decka 1K before vomiting and passing out. KCDC wakes JTRO, having taken him to the 248 headquarters. After JTRO's recovery, BLT takes him and KCDC shooting; they decide to take guns to JTRO's match against L Dubba E. Stacy tells JTRO that her relationship with L Dubba E began when he spiked her drink with turpentine and raped her. She continued the relationship so she could supply her father with beer to prevent him from turning to drugs. One day, JTRO hears Stacy's father assaulting her and intervenes. After a brief fight with him, JTRO persuades Stacy to leave. Immediately after their departure, L Dubba E arrives and says that he has been cheating on Stacy. Stacy decides to stay with him, which angers JTRO and causes him to end their friendship. Later the same day, Stacy, who has been badly beaten, finds JTRO and tells him that she has ended her relationship with L Dubba E. She apologizes, and they kiss. Meanwhile, L Dubba E tells his gang members to also take guns to the final match. At the venue, JTRO wears BTRO's outfit and L Dubba E taunts him. When the match begins, L Dubba E defeats JTRO in the first round but JTRO perseveres and wins the second and third rounds. L Dubba E tries to kill JTRO, triggering a lengthy gunfight between the 248 and the 245. L Dubba E escapes the event and kidnaps Stacy. JTRO and KCDC pursue him while BLT remains at the venue. L Dubba E abruptly pulls into a gas station; JTRO follows and a fight ensues. JTRO gains the upper hand, beats L Dubba E into submission and forces him to leave the FP. Freedom to buy alcohol is restored and control of the FP is returned to the 248. JTRO and Stacy go to the pond together as ducks fly over them. ## Cast - Jason Trost as JTRO, a member of the 248 gang who sets out to defeat L Dubba E. Trost wrote JTRO as the straight man and compared him to Rocky Balboa and John Rambo. - Lee Valmassy as L Dubba E, the leader of the 245, a rival gang to the 248. Jason Trost said the character is similar to Mr. T and that Valmassy was "so embarrassed ... when he first [played the part] he almost didn't want to talk to me again". Valmassy also appears several times as a background extra. - Caitlyn Folley as Stacy, L Dubba E's girlfriend and JTRO's old friend. - Art Hsu as KCDC, an energetic member of the 248 and BTRO's best friend who serves as the emcee for the Beat-Beat Revelation matches. The directors said Hsu needed little direction because he played his character well. Hsu described KCDC as "the sidekick" and "the guy who ... guides people through the FP". The Trosts originally wrote the character to be more bipolar and feminine but they decided to reduce those elements for the final draft. - Nick Principe as BLT, an abrasive member of the 248 and JTRO's trainer. Jason met Principe during the production of Laid to Rest, on which he worked as a costume assistant and as Principe's body double. - Dov Tiefenbach as Triple Decka 1K, a Russian Beat-Beat Revelation player who faces JTRO. Tiefenbach engaged in method acting by maintaining his Russian accent on- and off-set throughout filming. - James DeBello as Beat Box Busta Bill, a member of the 245 and one of L Dubba E's henchmen. - Bryan Goddard as Sugga Nigga, a member of the 245 and one of L Dubba E's henchmen. - Brandon Barrera as BTRO, JTRO's brother and the leader of the 248. Barrera appears as an extra in several scenes. Additional cast members include Mike Sandow as Jody, Rachel Robinson as Lacy, Natalie Minx as Macy, Sean Whalen as Stacy's father, and Clifton Collins, Jr. as CC Jam. Blayne Weaver makes a cameo appearance as the owner of a gas station KCDC robs, while James Remar narrates the film's prelude. Dash Mihok played a small role in the cut of the film shown at South by Southwest, but his scenes were removed from the theatrical release. Producer Christian Agypt, first assistant director Christopher Holmes, costume designer Sarah Trost, Valmassy's younger brother Kyle, and several of the Trosts' friends appear as background extras. Brandon Trost voices a collect call operator. ## Crew - Jason Trost – director, screenwriter, story writer - Brandon Trost – director, screenwriter, cinematographer - Christian Agypt – producer, unit production manager - Brandon Barrera – producer - Jason Blum – executive producer - Steven Schneider – executive producer - Ron Trost – executive producer, special effects coordinator - Hal Tryon – executive producer - Tyler B. Robinson – production designer - Sarah Trost – costume designer - Abe Levy – editor - George Holdcroft – composer ## Production ### Development and writing Jason Trost conceived The FP when he was 16 years old and regularly played Dance Dance Revolution. He noticed people playing the game intensely and thought of treating the gameplay "like some blood sport". Trost made short films throughout high school before briefly attending film school. After dropping out, he used his tuition money to fund a short film, also titled The FP (2007). The short film was based on the original feature-length script, but only the first ten pages were filmed. The feature film recreated several shots from the short film. Trost said the feature film was inspired by what they imagined a Dance Dance Revolution film made by producer Jerry Bruckheimer would look like. The Trost brothers asked producer Brandon Barrera to act in the short film. After seeing their work, Barrera suggested that the brothers expand the premise into a feature film. The filmmakers placed an advertisement in the Mountain Enterprise, the Mountain Communities of the Tejon Pass's newspaper, encouraging community members to call if they wanted to help with locations, catering, donations, or by serving as extras or crew members on the film. The Trost brothers named The FP after Frazier Park, California, where they grew up. Jason Trost said locals started referring to Frazier Park as "the FP" after The O.C. began airing. He also said the film's story copies that of Rocky "beat for beat" and that there were "near-plagiarism moments". All the character names were based on his friends. Over 80 percent of the dialogue was based on phrases frequently spoken by several Frazier Park residents. Much of the profanity in the script was taken from conversations overheard by costume designer Sarah Trost at parties, and what the Trost brothers thought of on set. Further inspiration for the dialogue came from Grand Theft Auto: San Andreas and Def Jam: Fight for NY, both of which Jason Trost played alongside Dance Dance Revolution. The settings in The FP were written using the materials that the Trosts' father had on his property due to the minimal budget. Jason Trost said he had seen several low-budget films that "try to be something they aren't" and did not want to feign the production value. When they are defeated in a dance-off, characters in the film die of a "187", which is slang for murder that originated from California Penal Code. The characters' actual causes of death are unexplained in the film. The Trost brothers found depicting the deaths as ambiguous funnier and believed it would remove doubts about the film being a comedy. ### Casting Jason Trost (JTRO), Lee Valmassy (L Dubba E), Brandon Barrera (BTRO), and James DeBello (Beat Box Busta Bill) reprised their roles from the original short film, while Diane Gaeta (Stacy), Kris Lemche (KCDC), and Torry Haynes (Sugga Nigga) were replaced with Caitlyn Folley, Art Hsu, and Bryan Goddard, respectively. Goddard was cast as a "rite of passage" for being a noteworthy resident of Frazier Park. Mike Sandow, who portrays Jody, originally had a larger part in the film but his scenes were almost entirely edited out for pacing reasons. Most of the cast were friends of the Trosts. James Remar, a friend of the Trosts since childhood, agreed to narrate the film's opening. The brothers had met Remar on the set of Mortal Kombat: Annihilation, on which their father Ron worked as the special effects supervisor. Brandon Trost knew Hsu and Clifton Collins, Jr. after working with them on Crank: High Voltage (2009) and invited them to join The FP's cast. ### Costume design Sarah Trost was the costume designer for The FP; she designed the costumes using fashions local to Frazier Park as her first influence. She was also inspired by the fashions of Elvis Presley, and the films Double Dragon, Rocky, Mad Max, The Warriors, 8 Mile, Escape from New York, X-Men, as well as the works of John Carpenter. Trost based the opposing gangs' outfits on American military uniforms of the American Civil War era. The 245's outfits were based on the uniforms of the Confederate Army, while the 248's outfits were based on those of the Union Army. The flags of the gangs were also based on those of the Confederacy and the Union. Trost designed the 245 costumes to look clean and the 248 costume to appear gritty. Most of the costumes were made from materials available to the crew; L Dubba E's costumes were made from jumpsuits. The boots worn by JTRO and BTRO were snow expedition boots. Most of the base clothing came from thrift stores, Sarah Trost's fabric storage, and the Trost's childhood clothing. Trost designed the costumes to be distinct from one another. JTRO and BTRO wear very similar costumes, the only noticeable difference being a color inversion. Both costumes had American flag-like emblems on the backs of their jackets, further enforcing the identification of the 248 with the Union. At the end of the film, JTRO takes BTRO's outfit, which required Trost to readjust it for the height difference between Jason Trost and Brandon Barrera, who portray JTRO and BTRO, respectively. As the film progresses, JTRO's color scheme changes from black and blue to military green to reflect his "becoming one with BLT". KCDC's costume design features ducks, referencing a speech in the film in which he notes the lack of ducks in the FP. Stacy and her father are both dressed to be somewhat transsexual, though it is more prominent in her father's character. Whalen told Trost he would wear anything as long as his nipple was exposed at all times. Stacy also wears an I Love New York shirt, with the words New York covered in duct tape and "The FP" written over it with a marker. CC Jam's costume was designed to be as colorful as possible to emulate rave culture. ### Filming Principal photography took place in Frazier Park, California, with a budget of \$45,000. It began in September 2008 and lasted 20 days, most of which were spent on Ron Trost's property. Scenes set in BLT's house were filmed at the Trosts' childhood home, while the look of his basement was designed using the inside of a shipping container. Many set pieces were taken either from items Ron had collected or from other film sets. The Trost brothers split directorial duties between themselves; Brandon focused on visuals and Jason focused on the performances and story. Valmassy directed a driving scene featuring himself and Folley when the Trosts were briefly unavailable. Several planned filming locations were abandoned due to budget constraints. For thematic reasons, the film's penultimate fight scene between JTRO and L Dubba E was originally set at Dawn's Liquor Mart—a key location in the film. The store's owners refused permission for filming and the location was changed to a long-abandoned gas station. Bryan Goddard, who portrays Sugga Nigga, acquired permission for the crew to film on the property. The penultimate dance-off was filmed in three eight-minute long takes and edited down. Brandon Trost would "float around with the camera" while Valmassy and Jason Trost performed the dance-off sequence. While filming a tire training scene, Brandon asked Jason to increase the amount of spins he was performing. Jason broke his ankle and relied on his costume's snow boots as medical boots. Director of photography Brandon Trost shot The FP using digital cinematography with Canon XH-A1 cameras, which he had recently used while filming Crank: High Voltage. Using a single-camera setup, he filmed The FP using 35mm film to evoke the traditional look of films such as The Warriors and Total Recall. Trost ignored camera and lighting errors to make the film "feel genuine". ### Visual effects Visual effects artist Aaron Juntunen copied the visuals from the Beat-Beat Revelation dance tracks from Dance Dance Revolution by using computer graphics. The tracks were played live, allowing the actors to dance in unison. Visual effects were also used to cover the name of Dawn's Liquor Mart, as the actual location did not give the production permission to use its name and logo. ### Music George Holdcroft composed the score for The FP. He was invited to a screening of the film by producer Christian Agypt, and asked if he could compose the music for it. Holdcroft, who lived in Chicago at the time, spent 12 hours a day composing the score and e-mailed his compositions to the Trost brothers. To emulate the sound of a choir for one song, Holdcroft sang the same segment more than 200 times using different voices and melodies to achieve the desired result. For another song, he sang in falsetto and altered the pitch of his voice to make himself sound like a woman. Holdcroft had never played Dance Dance Revolution, though he was familiar with video game music—specifically the compositions of Koji Kondo, the score of Final Fantasy, and the music of early Nintendo games. The film's soundtrack consists of 61 songs. ## Release The FP premiered on March 13, 2011, at South by Southwest. It was later screened at several events, including the Fantasia Festival, the Lund International Fantastic Film Festival, the Philadelphia Film Festival, and Cinefamily. The Trosts held a free screening of The FP in Frazier Park, California as part of the Alamo Drafthouse Cinema's Rolling Roadshow. The film began its limited theatrical run in the United States on March 16, 2012. ### Box office Drafthouse Films acquired distribution rights to The FP on August 1, 2011, one day after its premiere at the Fantasia Festival. Tim League, the founder of Drafthouse Films, attended the film's screening at South by Southwest and "fell in love with it". It was the second film distributed by Drafthouse Films, following Four Lions. The FP grossed \$22,571 in 28 North American theaters during its opening week, averaging \$806 per theater. The following week, it was shown in nine theaters and grossed \$9,314. In the remaining five weeks of its run, the film grossed \$7,979, for a total gross of \$40,557. ### Critical response The film was met with positive reviews at its festival screenings. Jordan Hoffman, writing for UGO Networks, gave it a B+, compared it to Black Dynamite, and wrote that it "is bursting with idiotic humor and in-your-face stoner wit". Eric Kohn of Indiewire also gave the film a B+, called it "loud, furious and recklessly funny", and mentioned the references to The Warriors, RoboCop, and Escape from New York. Scott Weinberg of Twitch Film echoed Hoffman's comparison to Black Dynamite. Weinberg said he "found quite a lot to enjoy" and praised the performances of Hsu, Valmassy, and Trost. Jacob Hall of Moviefone gave the film a positive review, praising Brandon Trost's cinematography and mentioned its similarities to Mad Max 2 and A Clockwork Orange. He commended the film's dedication to its "absolutely ludicrous premise" and called it "the rare 'ready-made cult hit' that actually works". Fred Topel of Screen Junkies predicted that the film "will be the Trosts' calling card" and praised it for being "exactly the kind of the movie [Topel] hope[s] to see at Fantastic Fest, or any film festival". Upon its theatrical release, The FP received mixed reviews from critics. The review aggregator website Rotten Tomatoes reported a 48% approval rating, with an average rating of 5.2/10 based on 23 reviews. On Metacritic, which assigns a normalized rating out of 100 based on reviews from critics, the film has a score of 48 based on 11 reviews, which is considered to be "mixed or average reviews". Mick LaSalle of the San Francisco Chronicle gave the film a positive review, calling it "deadpan hilarious, a shameless satire of every teen gang, future-shock dystopian nightmare movie—combined with a brutal send-up of 8 Mile". Tom Keogh of The Seattle Times gave the film 21⁄2 stars out of 4; he praised its novelty and criticized its lack of "outright laughs". Marc Savlov of The Austin Chronicle gave the film 3 stars out of 5, saying it was "awash in silliness" and calling it a "potential cult-movie masterpiece". Angela Watercutter of Wired called it an "instant cult classic" and also compared it to 8 Mile, Rocky and The Karate Kid. Shawn Anthony Levy, writing for The Oregonian, gave the film a B; he praised its eccentricity and said, "It's very hard not to admire its zealous commitment to its ethos". In a mixed review, Peter Debruge of Variety praised Brandon Trost's cinematography but said the film "plays its boilerplate premise with endearing earnestness, but runs thin in no time". Matt Hawkins of Kotaku called it a "legit goofball comedy" and said it "speaks to gamers without flat-out insulting them". Michael Phillips, writing for the Chicago Tribune, gave the film 2 stars out of 4, praising its premise and filming technique while criticizing its "sometimes funny execution". Conversely, Andy Webster of The New York Times said, "Its bargain-basement production values and lack of wit unexpectedly prove a greater liability than an asset". Robert Abele of the Los Angeles Times criticized its characters, costumes, and dialogue; he said it "so desperately wants to be cultishly admired ... that it forgets to be genuinely offbeat or funny". Scott Tobias of The A.V. Club gave the film a C+, mentioning the influences of John Carpenter, The Warriors, Mad Max 2, and A Clockwork Orange, and criticizing Jason Trost's performance. He said the film was "a junky, disposable lark, created for a midnight audience to swallow, belch, and forget about the next morning". Nick Schager of Slant Magazine gave it 11⁄2 stars out of 4, and called it a "humorless void" and a "wannabe cult hit". Eric Hynes of The Village Voice said, "the film's charm fades fast" and , "[t]he problem with paying such dogged homage to shitty movies is that integrity is best achieved by producing a shitty movie in turn. Mission accomplished, for whatever that's worth." Ethan Gilsdorf of The Boston Globe gave the film 1 star out of 4, saying it was not "obliviously dreadful enough to be 'so bad it's good'". Christy Lemire of the Associated Press echoed this opinion, giving it 1 star out of 4; she said the film is "just plain bad—and boring, and repetitive" and that "as comedy, it just feels numbing". Max Nicholson of IGN said the film "is by no means the worst thing I've ever seen", but that it "should have been a three-minute sketch on Funny or Die". ### Home media Image Entertainment released The FP on DVD, Blu-ray Disc, video on demand, and digital download on June 19, 2012. The feature was accompanied by a making-of featurette, interviews with costume designer Sarah Trost and composer George Holdcroft, audio commentary by the Trost brothers, and a special edition collectors' booklet with introductions by Rob Zombie, Brian Taylor, and Mark Neveldine. Four special editions were made available for purchase on Drafthouse Films' website, all of which contain Holdcroft's soundtrack and a 720p HD digital download. Additional items sold include a Blu-ray or DVD copy of the film, a poster signed by the Trost brothers, a model of L Dubba E's grill, and a tampon in a glass tube signed by the Trost brothers. ## Sequels According to Jason Trost, two sequels to The FP have been planned, the first of which would involve going to Hong Kong. He said the first sequel would take place five years after the original and would feature more dancing and a Beat-Beat Revelation tournament. He also compared the sequel's plot to that of Escape from L.A. Trost also teased the possibility of a fourth film to come when he was older, comparing it to Rocky Balboa. In August 2013, Trost said that both he and the film's investors had not received any money from The FP, and "probably never will". He further stated that it was challenging "to figure out a way to get people to fund a sequel to a movie that recouped zero dollars". Trost started an Indiegogo fundraising campaign seeking \$100,000 in February 2016, revealing the title to be Beats of Rage: The FP Part II. In July 2017, Trost started another Indiegogo campaign to finish the film, now titled Beats of Rage: The FP 2. The first thirty minutes of the film had already been shot at the time of the posting, and the fundraising goal was set at \$20,000, which was surpassed with over \$34,000 donated. In April 2018, a synopsis and poster were released for the film, now simply titled Beats of Rage. The film follows the events of The FP, and features Trost, Hsu, Barrera, and Principe reprising their roles from the first film, alongside new cast members Mike O'Gorman, Tallay Wickham, and Bru Miller. Beats of Rage will again feature JTRO and KCDC trying to save the world from an alcohol withdrawal by competing in the titular Beat-Beat Revelation tournament against AK-47, the leader of The Wastes. Trost also said that the film will debut at "a major U.S. genre festival" in October 2018. The film premiered at Fantastic Fest on September 22, 2018, again retitled FP2: Beats of Rage. FP3: Escape From BAKO and FP4: EVZ world premiered in October 2021 and 2022 at the Nightmares Film Festival.
203,302
New Romantics (song)
1,173,078,682
2016 single by Taylor Swift
[ "2014 songs", "2016 singles", "American synth-pop songs", "Big Machine Records singles", "Music videos directed by Jonas Åkerlund", "Song recordings produced by Max Martin", "Song recordings produced by Shellback (record producer)", "Songs written by Max Martin", "Songs written by Shellback (record producer)", "Songs written by Taylor Swift", "Taylor Swift songs" ]
"New Romantics" is a song by American singer-songwriter Taylor Swift, taken from the deluxe edition of her fifth studio album, 1989 (2014). It was written by Swift alongside its producers, Max Martin and Shellback. The song's title is a reference to the New Romantic cultural movement of the late 1970s and 1980s; the new wave musical style of that era influenced the song's synth-pop production. The lyrics find Swift reigniting her hopes and energy after having endured emotional hardships. "New Romantics" was made available for digital download as a promotional single on March 3, 2015, by Big Machine Records. It was released to US radio as the seventh and final single from 1989 on February 23, 2016, by Republic Records in partnership with Big Machine. The song's music video, a compilation of footage from the 1989 World Tour, was released as an Apple Music exclusive on April 6, 2016. The single peaked at number 46 on the US Billboard Hot 100, and entered the top 40 on record charts in Australia, Belgian Flanders, Lebanon, and Scotland. It received gold certifications in Australia and the US. Many critics lamented the song's exclusion from 1989's standard edition, hailing the energetic and lively atmosphere of "New Romantics" and ranking it as one of Swift's best songs; a few others however deemed it a forgettable track. Rolling Stone in 2019 included the track on their list of the 100 best songs of the 2010s decade. ## Production Inspired by 1980s synth-pop, singer-songwriter Taylor Swift moved away from the country-styled music of her previous releases to employ a straightforward pop production for her fifth studio album, 1989 (2014). To this end, she enlisted prominent mainstream pop producers, including Swedish hitmakers Max Martin and Shellback; Swift also recruited the former as co-executive producer. Martin and Shellback produced seven out of thirteen tracks on the album's standard edition, and two out of three bonus tracks on the deluxe edition, including "New Romantics". Swift, Martin and Shellback are credited as the songwriters of "New Romantics". The song was recorded by Michael Ilbert at MXM Studios in Stockholm, Sweden, and Sam Holland at Conway Recording Studios in Los Angeles. It was mixed by Serban Ghenea at MixStar Studios in Virginia Beach, Virginia, and mastered by Tom Coyne at Sterling Sound Studios in New York City. ## Music and lyrics "New Romantics" incorporates heavy, pulsating synthesizers. The song's title is a reference to the New Romantic cultural movement of the late 1970s and 1980s. According to Slate editor Forrest Wickman, this reference is also apparent through the song's sonic resemblance to the era's new wave. Critic Rob Sheffield of Rolling Stone dubbed "New Romantics" the song that showcases the most authentic tribute to 1980s synth-pop on 1989. AllMusic's Stephen Thomas Erlewine similarly considered the track among the few on the album that truly sounds like 1980s pop, specifically "1983 new wave". For Corey Baesley from PopMatters, "New Romantics" is where Swift emulates the "indie electro-pop" styles of Scottish band Chvrches. While acknowledging the 1980s influences, such as the "coolness" of the 1980 hit "We Got the Beat", music professor James Perone opined that "New Romantics" is musically "more about the pop music of the 21st century" than about the prevailing styles of the New Romantic era. The lyrics are about Swift reigniting her hopes and energy after the heartbreak she had endured. In the views of Pitchfork reviewer Vrinda Jagota, "New Romantics" is where Swift brushes off the pain "into a night of uninhibited hedonism", representing her departure from "slow-burning heartache" on her previous songs towards a more positive, laid-back attitude. The refrain starts with Swift singing, "'Cause baby I could build a castle / Out of all the bricks they threw at me." Anna Leszkiewicz from the New Statesman commented that the "castle" imagery in "New Romantics", which are used in a "self-referential way", departed from the fairytale notion of "castles" on Swift's previous songs. The lyrics, "Heartbreak is the national anthem, we sing it proudly / We are too busy dancing to get knocked off our feet," find Swift celebrating the joys of youth, a theme that Emily Yahr from Stuff compared to Swift's previous single "22" (2013). Slate critic Carl Wilson described the song as 1989's representation of Swift's new attitude towards romance. The lyric, "The best people in life are free," sees Swift no longer seeking revenge on ex-lovers. Perone noted that the lyrics were representational of Swift's generation's defiant and carefree attitude, which he compared to that of the mods in the 1960s, specifically citing the Who's 1965 song "My Generation". ## Release and commercial performance "New Romantics" was initially one of the three bonus tracks on the deluxe edition of 1989, which was available exclusively at Target in the United States. On February 17, 2015, Swift announced that she would release the three bonus tracks to iTunes Stores in the United States as promotional singles one at a time. "New Romantics" was released on March 3, 2015, by Big Machine Records. Following this release, the song entered the US Billboard Hot 100 chart dated March 21, 2015, at number 71. On February 19, 2016, Swift announced that "New Romantics" would be the seventh and final single from 1989. Republic Records in partnership with Big Machine released the song to US contemporary hit and hot adult contemporary radio stations on February 23. Upon its single release, "New Romantics" debuted at number 28 on the Mainstream Top 40/Pop Songs, a Billboard component chart, where it later peaked at number 18. The song peaked at number 46 on the Billboard Hot 100 chart dated April 30, 2016, and spent eight weeks on the chart. The single reached the top 40 on charts in Lebanon (18), Belgian Flanders (33), Australia (35), and Scotland (40). "New Romantics" received a gold certification from the Recording Industry Association of America (RIAA) for exceeding 500,000 track-equivalent units, based on sales and on-demand streams. It also received a gold certification by the Australian Recording Industry Association (ARIA), which indicates 35,000 units. The song received a nomination for Choice Song – Female Artist at the 2016 Teen Choice Awards. On April 6, Swift released the music video for "New Romantics" exclusively on Apple Music, which required a paid subscription. The video consists of concert and behind-the-scenes footage during the 1989 World Tour in 2015, intertwined with Swift's voice-overs about her thoughts for her fans. Laura Bertens, a scholar in art history and cultural studies, cited "New Romantics" as an example of "why music videos often elicit strong reactions". Bertens noted that the behind-the-scenes footage of Swift's performances made the audience connect with her on a personal level, "to see the private person behind the celebrity, all the while knowing that we are looking at a performance as well". Complex's Jessie Morris deemed the exclusive Apple release part of Swift's "partnership" with Apple Music, with whom Swift had collaborated on advertisements and interviews. The Sydney Morning Herald's Karl Quinn labeled the release a "cynical move", through which Swift implicitly encouraged her fans to subscribe to Apple Music to balance the competition with Spotify—the largest on-demand streaming platform at the time. Swift had publicly condemned Spotify's free streaming services that provided low royalties for artists. Swift made the video available on her Vevo and YouTube accounts on April 13, 2016, without subscription requirements. Swift included "New Romantics" on the set list for the 1989 World Tour, which ran from May to November 2015. She sang the song at the Formula 1 United States Grand Prix at the Circuit of the Americas on October 22, 2016, and at the DirecTV Super Saturday Night, as part of a series of pre-Super Bowl concerts, on February 4, 2017. Swift performed an acoustic guitar rendition at the August 9, 2023, show of the Eras Tour (2023–2024) at SoFi Stadium in Inglewood, prefaced by her announcement of the October 27 release of her re-recording of 1989, 1989 (Taylor's Version). ## Critical reception Upon the release of 1989, Corey Beasley from PopMatters deemed "New Romantics" and the other two deluxe edition bonus tracks more "compositionally daring" than any track on the standard edition. Beasley favorably likened the song to the works of Chvrches, writing that "[Swift] can do it better than anyone else". Slate's Carl Wilson called it "manifesto-toned", and Pitchfork's Vrinda Jagota described the track as a "surging, euphoric" number that captures the essence of the album. Josh Duboff from Vanity Fair lamented the song's exclusion from the standard edition of 1989, writing that it could end up as an album track "on pretty much any other 2014 pop star's album". Aimee Cliff from Fact noted that even though the lyrics are about Swift's familiar theme of "documenting memories as romantic, filtered snapshots", "New Romantics" signaled a maturity in Swift's songwriting. Rob Sheffield of Rolling Stone ranked "New Romantics" as the second best song of 2014, writing: "I have no idea why she left a song this urgent and glittery and perfect off her album ... but geniuses are weird." In his ranking of Swift's songs, Sheffield ranked it the second greatest song of Swift's career, labeling it as a "work of genius, exceeding even the wildest hopes any fan could have dreamed". Rolling Stone magazine placed "New Romantics" at number 58 among "The 100 Best Songs of the 2010s". Critic Brittany Spanos described it as "the type of relieving dance floor soul purge that the best pop can be". Retrospective reviews from The Guardian's Alexis Petridis, NME's Hannah Mylrae and Paste's Jane Song commented that the song should have made the final cut of 1989's standard edition. Lucy Ford from British GQ ranked the single among Swift's 10 best and praised its "cheeky and winking" theme. In less enthusiastic reviews, Nate Jones from Vulture called "New Romantics" a failed attempt at "writing a big generational anthem." Chris Richards of The Washington Post said that the song "registers somewhere between moldy emo and the back pages of a high school literary magazine", containing some of the "worst lyrics" on 1989. ## Credits and personnel Credits are adapted from the liner notes of 1989. - Taylor Swift – vocals, background vocals, songwriter - Max Martin – producer, songwriter, keyboard, piano, programming - Shellback – producer, songwriter, background vocals, guitar, keyboards, drum, programming, bass - Michael Ilbert – recording - Sam Holland – recording - Cory Bice – assistant recording - Serban Ghenea – mixing - John Hanes – engineered for mix - Tom Coyne – mastering ## Charts ## Certifications
1,221,722
Bill Newton
1,166,606,089
Australian Victoria Cross recipient
[ "1919 births", "1943 deaths", "20th-century executions by Japan", "Australian World War II pilots", "Australian World War II recipients of the Victoria Cross", "Australian military personnel killed in World War II", "Burials at Lae War Cemetery", "Military personnel from Melbourne", "People educated at Melbourne Grammar School", "People executed by Japan by decapitation", "People from St Kilda, Victoria", "Royal Australian Air Force officers", "Royal Australian Air Force personnel of World War II" ]
William Ellis Newton, VC (8 June 1919 – 29 March 1943) was an Australian recipient of the Victoria Cross, the highest decoration for gallantry in the face of the enemy that can be awarded to a member of the British and Commonwealth armed forces. He was honoured for his actions as a bomber pilot in Papua New Guinea during March 1943 when, despite intense anti-aircraft fire, he pressed home a series of attacks on the Salamaua Isthmus, the last of which saw him forced to ditch his aircraft in the sea. Newton was still officially posted as missing when the award was made in October 1943. It later emerged that he had been taken captive by the Japanese, and executed by beheading on 29 March. Raised in Melbourne, Newton excelled at sport, playing cricket at youth state level. He joined the Citizen Military Forces in 1938, and enlisted in the Royal Australian Air Force (RAAF) in February 1940. Described as having the dash of "an Errol Flynn or a Keith Miller", Newton served as a flying instructor in Australia before being posted to No. 22 Squadron, which began operating Boston light bombers in New Guinea late in 1942. Having just taken part in the Battle of the Bismarck Sea, he was on his fifty-second mission when he was shot down and captured. Newton was the only Australian airman to receive a Victoria Cross for action in the South West Pacific theatre of World War II, and the sole Australian to be so decorated while flying with an RAAF squadron. ## Family, education and sport Born in the Melbourne suburb of St Kilda on 8 June 1919, Bill Newton was the youngest child of dentist Charles Ellis Newton and his second wife Minnie. His three older half-siblings from Charles' earlier marriage included two brothers, John and Lindsay, and a sister, Phyllis. Bill entered Melbourne Grammar School in 1929, but two years later switched to the nearby St Kilda Park Central School as the family income was reduced through the impact of the Great Depression. In 1934, aged fifteen, he was able to return to Melbourne Grammar where, despite struggling with his schoolwork, he completed his Intermediate certificate. He gave up further study when his father died suddenly of a heart attack at the age of fifty-one, and began working in a silk warehouse. Considered while at school to be a future leader in the community, Newton was also a talented all-round sportsman, playing cricket, Australian rules football, golf and water polo. A fast bowler in cricket, he was friends with Keith Miller, and collected the Victorian Cricket Association (VCA) Colts bowling trophy for 1937–38; Miller collected the equivalent batting prize. In January 1938, Newton dismissed Test batsman Bill Ponsford—still the only Australian to have twice scored 400 in a first-class innings—for four in a Colts game at the Melbourne Cricket Ground. The following year, he gained selection in the Victorian Second XI. He opened the bowling against the New South Wales Second XI—his first and only match—taking a total of 3/113 including the wickets of Ron Saggers and Arthur Morris who, like Miller, went on to become members of the Invincibles. ## Early career Newton had been a sergeant in his cadet corps at school, and joined the Citizens Military Force on 28 November 1938, serving as a private in the machine-gun section of the 6th Battalion, Royal Melbourne Regiment. Still employed in the silk warehouse when World War II broke out in September 1939, he resigned to join the Royal Australian Air Force (RAAF) on 5 February 1940. He had earlier attempted to enlist when he turned eighteen in 1937, but his mother refused to give her permission; with Australia now at war, she acquiesced. His brothers—dentists by profession, like their father—also enlisted in the armed forces, John as a surgeon lieutenant in the Royal Australian Navy and Lindsay as a captain in the Army Medical Corps. Newton undertook his initial training with No. 1 Elementary Flying Training School in Parafield, South Australia, flying De Havilland Tiger Moths, and with No. 21 (City of Melbourne) Squadron at RAAF Station Laverton, Victoria, flying CAC Wirraways. He was awarded his wings and commissioned as a pilot officer on 28 June 1940. Following advanced training on Avro Ansons with No. 1 Service Flying Training School at RAAF Point Cook in September, he was selected to become a flight instructor. He completed the requisite course at Central Flying School in Camden, New South Wales, and was promoted to flying officer on 28 December. He subsequently began training students under the Empire Air Training Scheme at No. 2 Service Flying Training School near Wagga Wagga, under the command of Group Captain Frederick Scherger. In October 1941, Newton transferred to No. 5 Service Flying Training School at Uranquinty. He found instruction frustrating, as he longed for a combat assignment. His fortunes changed in February 1942, when he was selected for the navigation course on Ansons at the General Reconnaissance School based at Laverton. From there he was sent to No. 1 Operational Training Unit at Sale, Victoria, for conversion to Lockheed Hudson twin-engined light bombers during March and April. Promoted to flight lieutenant on 1 April 1942, Newton was posted the following month to No. 22 (City of Sydney) Squadron, based at RAAF Station Richmond, New South Wales. Previously equipped with Hudsons, the unit had just begun converting to the more advanced Douglas Boston when Newton arrived. A comrade described him as a "big brash, likeable man who could drink most of us under the table, was a good pilot, good at sports, and had a way with girls". No. 22 Squadron was engaged in convoy escort and anti-submarine patrols off Sydney from July to September, before moving north to Townsville, Queensland. In November, it was deployed to Port Moresby in Papua New Guinea, under the control of No. 9 Operational Group RAAF. ## New Guinea campaign Newton undertook the first of his fifty-two operational sorties on 1 January 1943, under the leadership of his commanding officer, Squadron Leader Keith Hampshire. During February, Newton flew low-level missions through monsoon conditions and hazardous mountain terrain, attacking Japanese forces ranged against Allied troops in the Morobe province. In early March, he took part in the Battle of the Bismarck Sea, one of the key engagements in the South West Pacific theatre, bombing and strafing Lae airfield to prevent its force of enemy fighters taking off to intercept Allied aircraft attacking the Japanese fleet. Newton gained a reputation for driving straight at his targets without evasive manoeuvre, and always leaving them in flames; this earned him the nickname "The Firebug". The Japanese gunners reportedly knew him as "Blue Cap", from his habit of wearing an old blue cricket cap on operations. In spite of the hazards of the air war in New Guinea, he was quoted as saying, "The troops on the ground should get two medals each, before any airman gets one". ### Attacks on Salamaua On 16 March 1943, Newton led a sortie on the Salamaua Isthmus in which his Boston was hit repeatedly by Japanese anti-aircraft fire, damaging fuselage, wings, fuel tanks and undercarriage. In spite of this he continued his attack and dropped his bombs at low level on buildings, ammunition dumps and fuel stores, returning for a second pass at the target to strafe it with machine-gun fire. Newton managed to get his crippled machine back to base, where it was found to be marked with ninety-eight bullet holes. Two days later, he and his two-man crew made a further attack on Salamaua with five other Bostons. As he bombed his designated target, Newton's plane was seen to burst into flames, having been raked by cannon fire from the ground. Attempting to keep his aircraft aloft as long as possible to get his crew away from enemy lines, he was able to ditch in the sea approximately 1,000 yards (910 m) offshore. The Boston's navigator, Sergeant Basil Eastwood, was killed in the forced landing but Newton and his wireless operator, Flight Sergeant John Lyon, survived and managed to swim ashore. Several of the other aircraft in the flight circled the area; one returned to base straight away to inform Hampshire, and the remainder were later forced to depart through lack of fuel. Newton and Lyon originally made their way inland with the help of natives, aiming to contact an Australian Coastwatcher, but subsequently returned to the coast. There they were captured by a Japanese patrol of No. 5 Special Naval Landing Force. The two airmen were taken to Salamaua and interrogated until 20 March, before being moved to Lae where Lyon was bayoneted to death on the orders of Rear Admiral Ruitaro Fujita, the senior Japanese commander in the area. Newton was taken back to Salamaua where, on 29 March 1943, he was ceremonially beheaded with a Samurai sword by Sub-Lieutenant Uichi Komai, the naval officer who had captured him. Komai was killed in the Philippines soon afterwards, and Fujita committed suicide at the end of the war. ### Revelations and reactions It was initially believed that Newton had failed to escape from the Boston after it ditched into the sea, and he was posted as missing. Squadron Leader Hampshire had immediately dispatched a sortie to recover the pair that were last seen swimming for shore, but no sign of them was found. Two weeks later, he wrote a letter to Newton's mother in which he described her son's courage and expressed the hope that he might yet be found alive. Hampshire concluded, "Bill is one of those rare fellows I shall miss for a long time, and if it is to be, remember for an age". The details of his capture and execution were only revealed later that year in a diary found on a Japanese soldier. Newton was not specifically named, but circumstantial evidence clearly identified him, as the diary entry recorded the beheading of an Australian flight lieutenant who had been shot down by anti-aircraft fire on 18 March 1943 while flying a Douglas aircraft. The Japanese observer described the prisoner as "composed" in the face of his impending execution, and "unshaken to the last". After the decapitation, a seaman slashed open the dead man's stomach, declaring "Something for the other day. Take that." General Headquarters South West Pacific Area, although releasing details of the execution on 5 October, initially refused to name Newton. Aside from the lack of absolute certainty as to identification, Air Vice Marshal Bill Bostock, Air Officer Commanding RAAF Command, contended that naming him would change the impact of the news upon Newton's fellow No. 22 Squadron members "from the impersonal to the closely personal" and hence "seriously affect morale". News of the atrocity provoked shock in Australia. In an attempt to alleviate anxiety among the families of other missing airmen, the Federal government announced on 12 October that the relatives of the slain man had been informed of his death. ### Victoria Cross Newton was awarded the Victoria Cross for his actions on 16–18 March, becoming the only Australian airman to earn the decoration in the South West Pacific theatre of World War II, and the only one while flying with an RAAF squadron. The citation, which incorrectly implied that he was shot down on 17 March rather than the following day, and as having failed to escape from his sinking aircraft, was promulgated in the London Gazette on 19 October 1943: > Air Ministry, 19th October, 1943. The KING has been graciously pleased, on the advice of Australian Ministers, to confer the VICTORIA CROSS on the undermentioned officer in recognition of most conspicuous bravery: — > > Flight Lieutenant William Ellis NEWTON (Aus. 748), Royal Australian Air Force, No. 22 (R.A.A.F.) Squadron (missing). > > Flight Lieutenant Newton served with No. 22 Squadron, Royal Australian Air Force, in New Guinea from May, 1942, to March, 1943, and completed 52 operational sorties. > > Throughout, he displayed great courage and an iron determination to inflict the utmost damage on the enemy. His splendid offensive flying and fighting were attended with brilliant success. Disdaining evasive tactics when under the heaviest fire, he always went straight to his objectives. He carried out many daring machine-gun attacks on enemy positions involving low-flying over long distances in the face of continuous fire at point-blank range. > > On three occasions, he dived through intense anti-aircraft fire to release his bombs on important targets on the Salamaua Isthmus. On one of these occasions, his starboard engine failed over the target, but he succeeded in flying back to an airfield 160 miles away. When leading an attack on an objective on 16 March 1943, he dived through intense and accurate shell fire and his aircraft was hit repeatedly. Nevertheless, he held to his course and bombed his target from a low level. The attack resulted in the destruction of many buildings and dumps, including two 40,000-gallon fuel installations. Although his aircraft was crippled, with fuselage and wing sections torn, petrol tanks pierced, main-planes and engines seriously damaged, and one of the main tyres flat, Flight Lieutenant Newton managed to fly it back to base and make a successful landing. > > Despite this harassing experience, he returned next day to the same locality. His target, this time a single building, was even more difficult but he again attacked with his usual courage and resolution, flying a steady course through a barrage of fire. He scored a hit on the building but at the same moment his aircraft burst into flames. > > Flight Lieutenant Newton maintained control and calmly turned his aircraft away and flew along the shore. He saw it as his duty to keep the aircraft in the air as long as he could so as to take his crew as far away as possible from the enemy's positions. With great skill, he brought his blazing aircraft down on the water. Two members of the crew were able to extricate themselves and were seen swimming to the shore, but the gallant pilot is missing. According to other air crews who witnessed the occurrence, his escape-hatch was not opened and his dinghy was not inflated. Without regard to his own safety, he had done all that man could do to prevent his crew from falling into enemy hands. > > Flight Lieutenant Newton's many examples of conspicuous bravery have rarely been equalled and will serve as a shining inspiration to all who follow him. ## Legacy Buried initially in an unmarked bomb crater in Salamaua, Newton's body was recovered and re-interred in Lae War Cemetery after Salamaua's capture by Allied troops in September 1943. His grave marker bears the epitaph "FOR GOD, MY KING, MY COUNTRY". In early 1944, the recently constructed No. 4 Airfield in Nadzab was renamed Newton Field in his honour. For many years, the story of Newton's death was intertwined with that of an Australian commando, Sergeant Len Siffleet, who had also been captured in New Guinea. A famous photograph showing Siffleet about to be executed with a ceremonial katana was discovered by American troops in April 1944 and was thought to have depicted Newton in Salamaua. No photograph of the airman's execution is known to exist. Newton's mother Minnie was presented with her son's Victoria Cross by the Governor-General, the Duke of Gloucester, on 30 November 1945. She donated it to the Australian War Memorial, Canberra, where it remains on display with his other medals. Newton is also commemorated on Canberra's Remembrance Driveway. In the 1990s, his friend Keith Miller successfully fought to ensure that the Victoria Racing Club abandoned a plan to rename the William Ellis Newton Steeplechase—run on Anzac Day—after a commercial sponsor. Later in the decade, Miller also publicly questioned Australia Post's exclusion of Newton from a series of stamps featuring notable Australians such as cricketer Sir Donald Bradman. A plaque dedicated to No. 22 Squadron was unveiled at the Australian War Memorial by the Chief of Air Force, Air Marshal Angus Houston, on 16 March 2003, the sixtieth anniversary of Newton's attack on Salamaua.
261,096
Battle of the Eastern Solomons
1,172,222,209
World War II carrier battle in the Pacific Theater
[ "1942 in Japan", "1942 in the Solomon Islands", "August 1942 events", "Battles and operations of World War II involving the Solomon Islands", "Conflicts in 1942", "Military history of Japan during World War II", "Naval battles of World War II involving Australia", "Naval battles of World War II involving Japan", "Naval battles of World War II involving the United States", "Pacific Ocean theatre of World War II", "World War II aerial operations and battles of the Pacific theatre", "World War II naval operations and battles of the Pacific theatre" ]
The naval Battle of the Eastern Solomons (also known as the Battle of the Stewart Islands and in Japanese sources as the Second Battle of the Solomon Sea) took place on 24–25 August 1942 and was the third carrier battle of the Pacific campaign of World War II and the second major engagement fought between the United States Navy and the Imperial Japanese Navy (IJN) during the Guadalcanal campaign. As at the Battle of the Coral Sea and the Battle of Midway, the ships of the two adversaries were never within sight of each other. Instead, all attacks were carried out by carrier-based or land-based aircraft. After several damaging air attacks, the naval surface combatants from both America and Japan withdrew from the battle area. Although neither side secured a clear victory, the U.S. and its allies gained a tactical and strategic advantage. Japan's losses were greater and included dozens of aircraft and their experienced aircrews. Also, Japanese reinforcements intended for Guadalcanal were delayed and eventually delivered by warships rather than transport ships, giving the Allies more time to prepare for the Japanese counteroffensive and preventing the Japanese from landing heavy artillery, ammunition, and other supplies. ## Background On 7 August, Allied forces, consisting mainly of U.S. Marine Corps units, landed on Guadalcanal, Tulagi, and the Florida Islands in the Solomon Islands. The landings on the islands were meant to deny their use by the Japanese as bases to threaten supply routes between the U.S. and Australia, and secure the islands as launching points for a campaign with an eventual goal of isolating the major Japanese base at Rabaul while also supporting the Allied New Guinea campaign. The landings initiated the six-month-long Guadalcanal campaign. The Allied landings were directly supported by three U.S. aircraft carrier task forces (TFs): TF 11 centered around USS Saratoga; TF 16 based on USS Enterprise; and TF 18 formed around USS Wasp; their respective air groups; and supporting surface warships, including a battleship, four cruisers, and 11 destroyers. Not all of the ships were U.S. warships; attached to TF 18 was TF 44, commanded by Victor Alexander Charles Crutchley, which included the Royal Australian Navy cruisers and . The overall commander of the three carrier task forces was Vice Admiral Frank Jack Fletcher, who flew his flag on Saratoga. The aircraft from the three carriers provided close air support for the invasion forces and defended against Japanese air attacks from Rabaul. After a successful landing, they remained in the South Pacific Area charged with four main objectives: guarding the line of communication between the major Allied bases at New Caledonia and Espiritu Santo; giving support to Allied ground forces at Guadalcanal and Tulagi against possible Japanese counteroffensives; covering the movement of supply ships aiding Guadalcanal; and engaging and destroying any Japanese warships that came within range. Between 15 and 20 August, the U.S. carriers covered the delivery of fighter and bomber aircraft to the newly opened Henderson Field on Guadalcanal. This small, hard-won airfield was a critical point in the entire island chain, and both sides considered that control of the airbase offered potential control of the local airspace. In fact, Henderson Field and the aircraft based there were able to limit the movement of Japanese forces in the Solomon Islands and assist in the attrition of Japanese air forces in the South Pacific Area. Allied control of Henderson Field became the key factor in the entire battle for Guadalcanal. Surprised by the Allied offensive in the Solomons, Japanese naval forces, commanded by Admiral Isoroku Yamamoto, and army forces prepared a counteroffensive, with the goal of driving the Allies from Guadalcanal and Tulagi. The counteroffensive was called "Operation Ka", from the first syllable in the Japanese name for Guadalcanal. The naval forces had the additional objective of destroying Allied warship forces in the South Pacific Area, specifically the U.S. carriers. ## Battle ### Prelude On 16 August, a Japanese convoy of three slow transport ships loaded with 1,411 soldiers from the 28th "Ichiki" Infantry Regiment, as well as several hundred naval troops from the 5th Yokosuka Special Naval Landing Force, departed the major Japanese base at Truk Lagoon (Chuuk) and headed towards Guadalcanal. The transports were guarded by the light cruiser Jintsū, eight destroyers, and four patrol boats, with the escort force commanded by Rear Admiral Raizō Tanaka, who flew his flag in Jintsū. Also departing from Rabaul to help protect the convoy was a "close cover force" of four heavy cruisers from the 8th Fleet, commanded by Vice Admiral Gunichi Mikawa. These were the same, relatively old, heavy cruisers that had defeated an Allied naval surface force in the earlier Battle of Savo Island, less the Kako, which had been sunk by an American submarine on her journey from that battle to her base. The four heavy cruisers of Mikawa's group left the Shortlands on 23 August and become tangentially involved, dropping bombs on Henderson Field during the following nights with their float planes. Tanaka planned to land the troops from his convoy on Guadalcanal on 24 August. On 21 August, the rest of the Japanese Ka naval force departed Truk, heading for the southern Solomons. These ships were divided into three groups. The "main body" contained the Japanese carriers Shōkaku and Zuikaku, the light carrier Ryūjō, and a screening force of one heavy cruiser and eight destroyers, commanded by Vice Admiral Chūichi Nagumo in Shōkaku. The "vanguard force" consisted of two battleships, three heavy cruisers, one light cruiser, and six destroyers, commanded by Rear Admiral Hiroaki Abe. The "advanced force" contained five heavy cruisers, one light cruiser, five destroyers, the seaplane carrier Chitose, and a "covering group" consisting of the battleship Mutsu and three destroyers, commanded by Vice Admiral Nobutake Kondō. Finally, a force of about 100 IJN land-based bombers, fighters, and reconnaissance aircraft at Rabaul and nearby islands were positioned for operational support. Nagumo's main body positioned itself behind the "vanguard" and "advanced" forces in an attempt to more easily remain hidden from U.S. reconnaissance aircraft. The Ka plan dictated that once U.S. carriers were located, either by Japanese scout aircraft or an attack on one of the Japanese surface forces, Nagumo's carriers would immediately launch a strike force to destroy them. With the U.S. carriers destroyed or disabled, Abe's "vanguard" and Kondo's "advanced" forces would close with and destroy the remaining Allied naval forces in a warship surface action. This would then allow Japanese naval forces the freedom to neutralize Henderson Field through bombardment while covering the landing of the Japanese army troops to retake Guadalcanal and Tulagi. In response to an unanticipated land battle fought between U.S. Marines and Japanese forces on Guadalcanal on 19–20 August, the U.S. carrier task forces under Fletcher reversed towards Guadalcanal from their positions 400 nautical miles (460 mi; 740 km) to the south on 21 August. The U.S. carriers were to support the Marines, protect Henderson Field, engage the enemy and destroy any Japanese naval forces that arrived to support Japanese troops in the land battle on Guadalcanal. Both Allied and Japanese naval forces continued to converge on 22 August, and both sides conducted intense aircraft scouting efforts, but neither side spotted its adversary. At least one Japanese scouting aircraft was shot down by aircraft from Enterprise before it could send a radio report, and this caused the Japanese to strongly suspect that U.S. carriers were in the immediate area. The U.S. forces were unaware of the disposition and strength of the approaching Japanese surface warship forces. At 09:50 on 23 August, a U.S. PBY Catalina flying boat operating out of Ndeni in the Santa Cruz Islands initially sighted Tanaka's convoy. By late afternoon, with no further sightings of Japanese ships, two aircraft strike forces from Saratoga and Henderson Field took off to attack the convoy. Tanaka, knowing that an attack would be forthcoming following the PBY sighting, reversed course once it had departed the area and eluded the strike aircraft. After Tanaka reported to his superiors his loss of time by turning north to avoid the expected Allied airstrike, the landings of his troops on Guadalcanal was pushed back to 25 August. By 18:23 on 23 August, with no Japanese carriers sighted and no new intelligence reporting of their presence in the area, Fletcher detached Wasp, which was getting low on fuel, and the rest of TF 18 for the two-day trip south toward Efate Island to refuel. Thus, Wasp and her escorting warships missed the upcoming battle. ### Carrier action on 24 August At 01:45 on 24 August, Nagumo ordered Rear Admiral Chūichi Hara, commanding the light carrier Ryūjō, the heavy cruiser Tone and the destroyers Amatsukaze and Tokitsukaze, to proceed ahead of the main Japanese force and send an aircraft attack force against Henderson Field at daybreak. The Ryūjō mission was most likely in response to a request from the naval commander at Rabaul, Nishizō Tsukahara, for help from the combined fleet in neutralizing Henderson Field. The mission may also have been intended by Nagumo as a feint maneuver to divert U.S. attention, allowing the rest of the Japanese force to approach the U.S. naval forces undetected, as well as to help provide protection and cover for Tanaka's convoy. Most of the aircraft on Shōkaku and Zuikaku were readied to launch on short notice if the U.S. carriers were located. Between 05:55 and 06:30, the U.S. carriers, mainly Enterprise, augmented by PBY Catalinas from Ndeni, launched their own scout aircraft to search for the Japanese naval forces. At 09:35, a Catalina made the first sighting of the Ryūjō force. Later that morning, several more sightings by carrier and other U.S. reconnaissance aircraft followed, including Ryūjō and ships of Kondo's and Mikawa's forces. Throughout the morning and early afternoon, U.S. aircraft also sighted several Japanese scout aircraft and submarines, leading Fletcher to believe that the Japanese knew where his carriers were, which actually was not yet the case. Still, Fletcher hesitated to order a strike against the Ryūjō group until he was sure there were no other Japanese carriers in the area. Finally, with no firm word on the presence or location of other Japanese carriers, at 13:40 Fletcher launched a strike of 38 aircraft from Saratoga to attack Ryūjō. He kept aircraft in reserve on both U.S. carriers in case any Japanese fleet carriers were sighted. Meanwhile, at 12:20, Ryūjō launched six Nakajima B5N2 bombers and 15 A6M3 Zero fighters to attack Henderson Field in conjunction with an attack by 24 Mitsubishi G4M2 bombers and 14 Zero fighters from Rabaul. Unknown to the Ryūjō aircraft, the Rabaul aircraft had encountered severe weather and returned to their base at 11:30. The Ryūjō aircraft were detected on radar by Saratoga as they flew toward Guadalcanal, further fixing the location of their ship for the impending U.S. attack. The Ryūjō aircraft arrived over Henderson Field at 14:23 and tangled with the Cactus Air Force based at Henderson while they bombed the airfield. In the resulting engagement, three B5N level bombers, three Zeros, and three U.S. fighters were shot down, and no significant damage was done to Henderson Field. Almost simultaneously, at 14:25 a Japanese scout aircraft from the cruiser Chikuma sighted the U.S. carriers. Although the aircraft was shot down, its report was transmitted in time, and Nagumo immediately ordered his strike force launched from Shōkaku and Zuikaku. The first wave of aircraft, consisting of 27 Aichi D3A2 dive bombers and 15 Zeros under the command of Lieutenant Commander Mamoru Seki, was in the air by 14:50 and on its way toward Enterprise and Saratoga. About this same time, two U.S. scout aircraft finally sighted the main Japanese force, but because of communication problems these sighting reports never reached Fletcher. Before leaving the area, the two U.S. scout aircraft attacked Shōkaku, causing negligible damage but forcing five of the first-wave Zeros to give chase, thus aborting their mission. At 16:00 a second wave of 9 Zeros and 27 D3A dive bombers, under the command of Lieutenant Sadamu Takahashi, was launched by the Japanese carriers and headed south toward the U.S. carriers. Abe's "Vanguard" force also surged ahead in anticipation of meeting the U.S. ships in a surface action after nightfall. Also at this time, the Saratoga strike force arrived and attacked Ryūjō, hitting and heavily damaging her with three to five bombs and perhaps one torpedo, and killing 120 of her crew. Also during this time, several U.S. B-17 heavy bombers attacked the crippled Ryūjō but caused no additional damage. The crew abandoned the heavily damaged Japanese carrier at nightfall, and she sank soon after. Amatsukaze and Tokitsukaze rescued Ryūjō's survivors and the aircrews from her returning strike force, who ditched their aircraft in the ocean nearby. After the rescue operations were complete, both Japanese destroyers and Tone rejoined Nagumo's main force. At 16:02, still waiting for a definitive report on the location of the Japanese fleet carriers, the U.S. carriers' radar detected the first incoming wave of Japanese strike aircraft. Fifty-three F4F-4 Wildcat fighters from the two U.S. carriers were directed by radar control towards the attackers. Communication problems, limitations of the aircraft identification capabilities of the radar, primitive control procedures, and effective screening of the Japanese dive bombers by their escorting Zeros, prevented all but a few of the U.S. fighters from engaging the D3A dive bombers before they began their attacks on the U.S. carriers. Just before the Japanese dive bombers began their attacks, Enterprise and Saratoga cleared their decks for the impending action by launching the aircraft that they had been holding ready in case the Japanese fleet carriers were sighted. These aircraft were told to fly north and attack anything they could find, or else to circle outside the battle zone, until it was safe to return. At 16:29, the Japanese dive bombers began their attacks. Although several attempted to set up to attack Saratoga, they quickly shifted back to the nearer carrier, Enterprise. Thus, Enterprise was the target of almost the entire Japanese air attack. In a desperate attempt to disrupt their attacks, several Wildcats followed the D3A dive bombers into their attack dives, despite the intense anti-aircraft artillery fire from Enterprise and her screening warships. As many as four Wildcats were shot down by U.S. anti-aircraft fire, as well as several D3A dive bombers. Because of the effective anti-aircraft fire from the U.S. ships, plus evasive maneuvers, the bombs from the first nine D3A dive bombers missed Enterprise. The second division, which was led by Lieutenant Keiichi Arima, managed to score three hits. Initially, the lead D3A dive bomber, piloted by Petty Officer Kiyoto Furuta, scored a hit with a 250-kilogram (551 lb) semi-armor-piercing, delayed-action "ordinary" bomb that penetrated the flight deck near the aft elevator and passed through three decks before detonating below the waterline, killing 35 men and wounding 70 more. Incoming seawater caused Enterprise to develop a slight list, but it was not a major breach of hull integrity. Just 30 seconds later, the next D3A dive bomber, piloted by Petty Officer Tamotsu Akimoto, planted its 242-kilogram (534 lb) high-explosive "land" bomb only 15 feet (4.6 m) away from where the first bomb hit. The resulting detonation ignited a large secondary explosion from one of the nearby 5-inch (127 mm) guns' ready powder casings, killing 35 members of the nearby gun crews and starting a large fire. About a minute later, at 16:46, a third and last bomb (also a 242-kilogram (534 lb) "land" bomb), dropped by Petty Officer Kazumi Horie, hit Enterprise on the flight deck forward of where the first two bombs hit. This bomb exploded on contact, creating a 10-foot (3 m) hole in the deck but causing no further damage. Seven D3A dive bombers—three from Shokaku and four from Zuikaku—then broke off from the attack on Enterprise to attack the battleship USS North Carolina, but all were shot down by anti-aircraft fire or U.S. fighters. The attack was over at 16:48, and the surviving Japanese aircraft reassembled in small groups and returned to their ships. Both sides thought that they had inflicted more damage than was the case. The U.S. claimed to have shot down 70 Japanese aircraft, even though there were only 37 aircraft in all. Actual Japanese losses—from all causes—in the engagement were 25 aircraft, with most of the crews of the lost aircraft not being recovered or rescued. The Japanese, for their part, mistakenly believed that they had heavily damaged two U.S. carriers, instead of just one. The U.S. lost six aircraft in the engagement, along with five pilots. Although Enterprise was heavily damaged and on fire, her damage-control teams were able to make sufficient repairs for the ship to resume flight operations at 17:46, only one hour after the engagement ended. At 18:05, the Saratoga strike force returned from sinking Ryūjō and landed without major incident. The second wave of Japanese aircraft approached the U.S. carriers at 18:15 but was unable to locate the U.S. formation because of communication problems and had to return to their carriers without attacking any U.S. ships. It lost five aircraft from operational mishaps. Most of the U.S. carrier aircraft launched just before the first wave of Japanese aircraft attacked failed to find any targets, but two SBD Dauntlesses from Saratoga sighted Kondo's advanced force and attacked the seaplane tender Chitose, scoring two near-misses which heavily damaged the unarmored ship. The U.S. carrier aircraft either landed at Henderson Field or were able to return to their carriers after dusk. The U.S. ships retired to the south to get out of range of any approaching Japanese warships. In fact, Abe's "vanguard force" and Kondō's "advanced force" were steaming south to try to catch the U.S. carrier task forces in a surface battle, but they turned around at midnight without having made contact with the U.S. warships. Nagumo's main body, having taken heavy aircraft losses in the engagement and being low on fuel, also retreated northward. ### Actions on 25 August Believing that two U.S. carriers had been taken out of action with heavy damage, Tanaka's reinforcement convoy again headed toward Guadalcanal, and by 08:00 on 25 August they were within 150 nmi (170 mi; 280 km) of their destination. At this time, Tanaka's convoy was joined by five destroyers which had shelled Henderson Field the night before, causing slight damage. At 08:05, 18 U.S. aircraft from Henderson Field attacked Tanaka's convoy, causing heavy damage to Jintsu, killing 24 crewmen, and knocking Tanaka unconscious. The troop transport Kinryu Maru was also hit and eventually sank. Just as the destroyer Mutsuki pulled alongside Kinryu Maru to rescue her crew and embarked troops, she was attacked by four U.S. B-17s from Espiritu Santo, which landed five bombs on or around Mutsuki, sinking her immediately. An uninjured but shaken Tanaka transferred to the destroyer Kagerō, sent Jintsu back to Truk, and took the convoy to the Japanese base in the Shortland Islands. Both the Japanese and the U.S. elected to completely withdraw their warships from the area, ending the battle. The Japanese naval forces lingered near the northern Solomons, out of range of the U.S. aircraft based at Henderson Field, before finally returning to Truk on 5 September. ## Aftermath The battle is generally considered to be a tactical and strategic victory for the U.S. because the Japanese lost more ships, aircraft, and aircrew, and Japanese troop reinforcements for Guadalcanal were delayed. Summing up the significance of the battle, historian Richard B. Frank states: > The Battle of the Eastern Solomons was unquestionably an American victory, but it had little long-term result, apart from a further reduction in the corps of trained Japanese carrier aviators. The [Japanese] reinforcements that could not come by slow transport would soon reach Guadalcanal by other means. The U.S. lost only seven aircrew in the battle. The Japanese lost 61 veteran aircrew, who were difficult for the Japanese to replace because of an institutionalized limited capacity in their naval aircrew training programs and an absence of trained reserves. The troops in Tanaka's convoy were later loaded onto destroyers at the Shortland Islands and delivered piecemeal to Guadalcanal without most of their heavy equipment, beginning on 29 August. The Japanese claimed considerably more damage than they had inflicted, including that Hornet—not in the battle—had been sunk, thus avenging her part in the Doolittle Raid. Emphasizing the strategic value of Henderson Field, in a separate reinforcement effort, the Japanese destroyer Asagiri was sunk and two other Japanese destroyers heavily damaged on 28 August, 70 nmi (81 mi; 130 km) north of Guadalcanal in New Georgia Sound by U.S. aircraft based at the airfield. The damaged Enterprise traveled to Pearl Harbor for extensive repairs, which were completed on 15 October. She returned to the South Pacific on 24 October, just in time for the Battle of the Santa Cruz Islands and her rematch with Shōkaku and Zuikaku. ## See also - United States Navy in World War II - Imperial Japanese Navy of World War II - Imperial Japanese Navy Air Service - Pacific Theater aircraft carrier operations during World War II - WWII carrier-versus-carrier engagements between Allied and Japanese naval forces: - Battle of the Coral Sea - Battle of Midway - Battle of the Santa Cruz Islands - Battle of the Philippine Sea - Battle off Cape Engaño
280,101
Stan Musial
1,172,234,394
American baseball player (1920–2013)
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Stanley Frank Musial (/ˈmjuːziəl, -ʒəl/; born Stanislaw Franciszek Musial; November 21, 1920 – January 19, 2013), nicknamed "Stan the Man", was an American baseball outfielder and first baseman. Widely considered to be one of the greatest and most consistent hitters in baseball history, Musial spent 22 seasons in Major League Baseball (MLB), playing for the St. Louis Cardinals, from 1941 to 1944 and from 1946 to 1963, before becoming a first-ballot inductee into the Baseball Hall of Fame in 1969. He batted .331 over the course of his career and set National League (NL) records for career hits (3,630), runs batted in (1,951), games played (3,026), at bats (10,972), runs scored (1,949) and doubles (725). His 475 career home runs then ranked second in NL history behind Mel Ott's total of 511. A seven-time batting champion, he was named the National League's (NL) Most Valuable Player (MVP) three times and was a member of three World Series championship teams. He also shares the major league record for the most All-Star Games played (24) with Hank Aaron and Willie Mays. Musial was born in Donora, Pennsylvania, where he frequently played baseball informally or in organized settings, and eventually played on the baseball team at Donora High School. Signed to a professional contract by the St. Louis Cardinals as a pitcher in 1938, Musial was converted into an outfielder and made his major league debut in 1941. Noted for his unique batting stance, he quickly established himself as a consistent and productive hitter. In his first full season, 1942, the Cardinals won the World Series. The following year, he led the NL in six different offensive categories and earned his first MVP award. He was also named to the NL All-Star squad for the first time; he appeared in every All-Star game in every subsequent season he played. Musial won his second World Series championship in 1944, then missed the 1945 season while serving in the Navy. After completing his military service, Musial returned to baseball in 1946 and resumed his consistent hitting. That year he earned his second MVP award and third World Series title. His third MVP award came in 1948, when he finished one home run short of winning baseball's Triple Crown. After struggling offensively in 1959, Musial used a personal trainer to help maintain his productivity until he decided to retire in 1963. At the time of his retirement, he held or shared 17 major league records, 29 National League records, and nine All-Star Game records. In addition to overseeing personal businesses, including a restaurant, both during and after his playing career, Musial served as the Cardinals' general manager in 1967, winning the pennant and World Series, then resigning that position. Musial was selected for the Major League Baseball All-Century Team in 1999. In February 2011, President Barack Obama presented Musial with the Presidential Medal of Freedom, the highest civilian award that can be bestowed on a person by the United States government. ## Early life Musial was born in Donora, Pennsylvania, the fifth of the six children (four girls and two boys) of Lukasz Musial (originally Musiał; /ˈmuːʃaʊ/) and Mary Lancos. His mother was of Carpatho-Rusyn descent, and his father was a Polish immigrant who always referred to his son by the Polish nickname Stasiu, pronounced "Stashu". Young Stan frequently played baseball with his brother Ed and other friends during his childhood, and considered Lefty Grove his favorite ballplayer. Musial also learned about baseball from his neighbor Joe Barbao, a former minor league pitcher. When he enrolled in school, his name was formally changed to Stanley Frank Musial. At age 15, Musial joined the Donora Zincs, a semi-professional team managed by Barbao. In his Zincs debut, he pitched six innings and struck out 13 batters, all of them adults. He played one season on the newly revived Donora High School baseball team, where one of his teammates was Buddy Griffey, father of MLB player Ken Griffey Sr. and grandfather to Ken Griffey Jr. (Junior also shares the same birthday as Musial) Baseball statistician Bill James described the younger Griffey, in comparison to Musial, as "the second-best left-handed hitting, left-handed throwing outfielder ever born in Donora, Pennsylvania, on November 21." His exploits as a rising player in Pennsylvania earned him the nickname "The Donora Greyhound". Musial also played basketball and was offered an athletic scholarship in that sport by the University of Pittsburgh. Meanwhile, the St. Louis Cardinals had scouted Musial as a pitcher and, in 1937, offered him a professional contract after a workout with their Class D Penn State League affiliate. Musial's father initially resisted the idea of his son pursuing a baseball career, but he reluctantly gave consent after lobbying by his son and his wife. Musial also credited his school librarian Helen Kloz for pointing out that baseball was his dream and advising him to pursue it professionally. In what was then a common practice, the Cardinals did not file the contract with the baseball commissioner's office until June 1938. This preserved Musial's amateur eligibility, and he was still able to participate in high school sports, leading Donora High School's basketball team to a playoff appearance. He then reported to the Cardinals' Class D affiliate in West Virginia, the Williamson Red Birds. ## Professional career ### Minor leagues Musial's rookie year with Williamson in 1938 was a period of adjustment both on and off the field. He began gaining more in-depth knowledge about baseball strategy while posting a 6–6 win–loss record and a 4.66 earned run average (ERA), to go along with a .258 batting average. Off the field, he experienced feelings of homesickness while learning to live comfortably and independently on his \$65-per-month salary (). Musial finished his high school education before returning to Williamson in spring 1939. That season his numbers improved to a 9–2 record, a 4.30 ERA, and a .352 batting average. Musial spent the 1940 season with the Cardinals' other Class D team, the Daytona Beach Islanders, where he developed a lifelong friendship with manager Dickie Kerr. His pitching skills improved under the guidance of Kerr, who also recognized his hitting talent, playing him in the outfield between pitching starts. On May 25, 1940, Musial married fellow Donora resident, Lillian "Lil" Labash, in Daytona Beach, and the couple's first child followed in August. During late August, Musial suffered a shoulder injury while playing in the outfield, and later made an early exit as the starting pitcher in a 12–5 playoff game loss. For a while Musial considered leaving baseball entirely, complaining that he could not afford to support himself and his wife on the \$16 a week pay. Kerr talked him out of it, and even took the Musials into his own home to relieve the financial burden. To repay the debt, Musial bought Kerr a \$20,000 () home in Houston in 1958. In 113 games in 1940 he hit .311, while compiling an 18–5 pitching record that included 176 strikeouts and 145 walks. Musial was assigned to the Class AA Columbus Red Birds to begin 1941, though manager Burt Shotton and Musial himself quickly realized that the previous year's injury had considerably weakened his arm. He was reassigned to the Class C Springfield Cardinals as a full-time outfielder, and he later credited manager Ollie Vanek for displaying confidence in his hitting ability. During 87 games with Springfield, Musial hit a league-leading .379 before being promoted to the Rochester Red Wings of the International League. He was noted for his unique batting stance, a crouch in which his back was seemingly square to the pitcher. This stance was later described by pitcher Ted Lyons as "a kid peeking around the corner to see if the cops were coming". According to a 1950 description by author Tom Meany, "The bent knees and the crouch give him the appearance of a coiled spring, although most pitchers think of him as a coiled rattlesnake." Musial continued to play well in Rochester—in one three-game stretch, he had 11 hits. He was called up to the Cardinals for the last two weeks of the 1941 season. ### St. Louis Cardinals (1941–1944) Musial made his major league debut during the second game of a doubleheader at Sportsman's Park on September 17, 1941. The Cardinals were in the midst of a pennant race with the Brooklyn Dodgers; in 12 games, Musial collected 20 hits for a .426 batting average. Despite Musial's late contributions, the Cardinals finished two and one-half games behind the 100-game-winning Dodgers. Cardinals manager Billy Southworth used Musial as a left fielder to begin 1942, sometimes lifting him for a pinch-hitter against left-handed pitching. Musial was hitting .315 by late June, as the Cardinals resumed battling the Dodgers for first place in the National League (NL). The Cardinals took sole possession of first place on September 13, and when Musial caught a fly ball to end the first game of a doubleheader on September 27 they clinched the pennant with their 105th win. He finished the season with a .315 batting average and 72 runs batted in (RBI) in 140 games. Musial received national publicity when he was named by St. Louis Post-Dispatch sports editor J. Roy Stockton as his choice for Rookie of the Year in a Saturday Evening Post article. The Cardinals played the American League champion New York Yankees in the 1942 World Series. Representing the winning run at home plate in the bottom of the ninth inning of Game 1 at Sportsman's Park, Musial grounded out with the bases loaded to end the game . Musial's first hit of the Series was an RBI single that provided the margin of victory in Game 2, allowing the Cardinals to tie the Series. Over the next three games at Yankee Stadium, Musial had three more hits as the Cardinals defeated the Yankees in the Series four games to one. Musial batted .222 for the Series, with two runs scored. Musial's 1943 season started with a brief contract holdout in spring training. He made the National League All-Star team for the first time as a starting left fielder and got a double in the All-Star Game on July 13. He finished the season leading the major leagues in hitting with a .357 batting average and led the NL in hits (220), doubles (48), triples (20), total bases (347), on-base percentage (.425), and slugging percentage (.562). This performance earned him his first NL Most Valuable Player Award, ahead of teammate and catcher Walker Cooper (.318 batting average). After romping to another NL pennant by 18 games, the Cardinals again faced the Yankees in the 1943 World Series. Musial had a single in the Cardinals' Game 1 loss, and scored a run in a Game 2 win. The Cardinals did not win another game in the Series, but the loser's bonus share paid to each Cardinals player (\$4,321.99, ) still amounted to nearly two-thirds of Musial's regular season salary. United States involvement in World War II began to impinge on Musial's baseball career in 1944, as he underwent a physical examination in prelude to possible service in the armed forces. He ultimately remained with the Cardinals for the entire season, posting a .347 batting average with 197 hits. The Cardinals claimed the NL pennant for the third consecutive season, and faced St. Louis's other major league team, the Browns, in the 1944 World Series. The Browns took a 2–1 lead, while Musial hit .250 with no RBI. He broke out in Game 4 with a two-run home run, single, double, and a walk as part of a 5–1 Cardinals win. The Cardinals went on to defeat the Browns in six games, and Musial posted a .304 batting average for the Series. ### Sojourn in the U.S. Navy (1945–46) Musial enlisted in the United States Navy on January 23, 1945, during World War II. He was initially assigned to non-combat duty at the United States Naval Training Center Bainbridge. In June 1945, he was assigned to Special Services in Hawaii, and was assigned to a ferry launch unit to bring back damaged ship crews entering Pearl Harbor where he was able to play baseball every afternoon in the naval base's eight-team league. After being granted emergency leave to see his ailing father in January 1946, he was briefly assigned to the Philadelphia Navy Yard before his honorable discharge from the Navy as a Seaman Second Class in March 1946. In 2007, Musial received the Navy Memorial's Lone Sailor Award, which honors Navy veterans who have excelled in civilian life. ### St. Louis Cardinals (1946–1963) #### 1946–1949 Rejoining the Cardinals under new manager Eddie Dyer, Musial posted a .388 batting average by the middle of May 1946. He also became close friends with new teammate Red Schoendienst, who had joined the Cardinals during Musial's absence in 1945. During the season, Musial (who was under contract to the Cardinals for \$13,500 in 1946) was offered a five-year, \$125,000 contract, plus a \$50,000 bonus, to join the Mexican League. He declined the offer, and after manager Dyer spoke to club owner Sam Breadon, Musial was given a \$5,000 raise later in 1946. It was also during the 1946 season that Musial acquired his nickname of Stan the Man. During the June 23 game against the Dodgers at Ebbets Field, St. Louis Post-Dispatch sportswriter Bob Broeg heard Dodger fans chanting whenever Musial came to bat, but could not understand the words. Later that day over dinner, Broeg asked Cardinals traveling secretary Leo Ward if he had understood what the Dodger fans had been chanting. Ward said, "Every time Stan came up they chanted, 'Here comes the man!'" "'That man,' you mean", Broeg said. "No, the man", replied Ward. Broeg mentioned this story in his Post-Dispatch column, and Musial was thereafter known as Stan "The Man". In June 1946, Dyer began to use Musial as a first baseman. The Cardinals finished the season tied with the Dodgers, prompting a three-game playoff for the pennant. Musial's Game 1 triple and Game 2 double contributed to the Cardinals' two-games-to-none series victory. Facing the Boston Red Sox, the Cardinals won the 1946 World Series four games to three, as Musial had six hits and four RBI. He batted .365 for the season and won his second NL MVP Award, receiving 22 out of a possible 24 first-place votes, finishing ahead of Brooklyn's Dixie Walker (.319 batting average). Musial began the 1947 season by hitting .146 in April. On May 9, team doctor Dr. Robert Hyland confirmed a previous diagnosis of appendicitis, while discovering that Musial was concurrently suffering from tonsillitis. He received treatment, but did not have either his appendix or tonsils surgically removed until after the season ended. Despite his health woes, he finished the year with a batting average of .312. Fully recovered from his ailments, Musial recorded his 1,000th career hit on April 25, 1948. After a May 7 St. Louis Globe-Democrat article criticized baseball players for appearing in cigarette advertisements, he made a personal decision to never again appear in such ads. By June 24, his batting average was .408, prompting Brooklyn pitcher Preacher Roe to comically announce his new method for retiring Musial: "Walk him on four pitches and pick him off first." Given a mid-season pay raise by new Cardinals owner Robert E. Hannegan for his outstanding performance, Musial hit a home run in the All-Star Game. On September 22, he registered five hits in a game for the fourth time in the season, tying a mark set by Ty Cobb in 1922. Musial finished the 1948 season leading the major leagues in batting average (.376), hits (230), doubles (46), triples (18), total bases (429), and slugging percentage (.702). Winning the NL batting title by a 43-point margin, with an on-base percentage lead of 27 points and a 138-point slugging percentage margin—the latter being the largest gap since Rogers Hornsby's 1925 season—Musial became the first player to win three NL MVP awards. If a home run he hit during a rained out game had been counted in his season totals, he would have won the Triple Crown by leading the NL in batting average, home runs, and runs batted in. Anticipating life after his baseball career, Musial began the first of several business partnerships with Julius "Biggie" Garagnani in January 1949, opening "Stan Musial & Biggie's" restaurant. He approached the 1949 season with the intent to try to hit more home runs, stating he had hit 39 the previous season "without trying". His new focus on hitting for power backfired, as pitchers began using the outside part of the plate to induce him to ground out to the first or second baseman. Musial soon stopped focusing on hitting home runs and resumed his consistent offensive production by the end of May. He received his sixth consecutive All-Star player selection and finished the season leading the NL in hits (207) while playing in every game. However, the Cardinals, with 96 wins, finished one game behind the Dodgers. In the late 1940s, when baseball was slowly becoming integrated, Musial—along with his roommate Red Schoendienst—would be lauded by newcomers such as Dodgers' pitcher Don Newcombe for their tolerance. "They never...had the need to sit in the dugout and call a black guy a bunch of names", Newcombe said, "because he was trying to change the game and make it what it should have been in the first place, a game for all people." #### 1950–1954 Musial began the 1950s by posting a .350 batting average before participating in the 1950 All-Star Game, where in fan balloting he was the NL's number two choice. He had the longest hitting streak of his career during the 1950 season—a 30-game stretch that ended on July 27. With the Cardinals falling 14 games out of first place by September, manager Dyer used him at first base and all three outfield positions. New Cardinals manager Marty Marion led the team to a third-place finish in 1951, while Musial led the National League with a .355 batting average, 355 total bases, 124 runs and 12 triples. He finished second in NL MVP voting for the third year in a row and was named The Sporting News Major League Player of the Year. National media attention inadvertently turned to Musial a month before the 1952 season began, after Ty Cobb wrote an article regarding modern baseball players that was published in Life magazine. Cobb singled out Musial and Phil Rizzuto as the only players "who can be mentioned in the same breath with the oldtime greats". Cobb went on to refer to Musial as "a better player than Joe DiMaggio was in his prime." In response, Musial displayed his characteristic modesty, saying, "Cobb is baseball's greatest. I don't want to contradict him, but I can't say that I was ever as good as Joe DiMaggio." The only major league pitching appearance of Musial's career occurred as a publicity stunt during the last Cardinals home game of the 1952 season. Manager Eddie Stanky had a reluctant Musial pitch to Frank Baumholtz, the runner-up to Musial for the best batting average in the NL that season. With Baumholtz batting right-handed for the first time in his career, Musial's first pitch was hit so hard it ricocheted off the shin of third baseman Solly Hemus and into the left field corner. The play was ruled an error, and Musial was embarrassed enough by his complicity in the gimmick to avoid pitching again for the remainder of his career. The Cardinals franchise was up for sale in early 1953, and Musial and Schoendienst advised their friend and fellow duck-hunter Gussie Busch to consider buying the team. Busch used the resources of the Anheuser-Busch company to purchase the Cardinals, keeping Musial in St. Louis by averting the possibility of a move by the team to another city. The 1953 season marked Musial's 10th NL All-Star selection, and the 12th consecutive time he finished a major league season with a batting average above .300. Musial accomplished another historical feat on May 2, 1954, in a doubleheader in St. Louis against the New York Giants: he hit three home runs in the first contest, then added two more in the second to become the first major leaguer to hit five home runs in a doubleheader. In addition to his five home runs, he also hit a single in the first game, setting a new record of 21 total bases for a doubleheader. The only player besides Musial to hit five home runs in a doubleheader is Nate Colbert, who achieved the feat in 1972. Oddly enough, as a young child, Colbert was in attendance as Musial set his record. #### 1955–1959 Musial made his 12th NL All-Star appearance in 1955 as a reserve player, when Cincinnati's Ted Kluszewski outpolled him by 150,000 votes to get on the starting lineup at first base. Musial entered the game as a pinch hitter in the fourth inning, and played left field as the game entered extra innings. Leading off the bottom of the 12th, he hit a home run to give the NL a 6–5 victory. The 1956 season marked another milestone for Musial, when he broke Mel Ott's NL record for extra-base hits on August 12. Earlier that season, Cardinals general manager "Trader Frank" Lane began negotiations to trade him for Philadelphia pitcher Robin Roberts. When Cardinals owner Gussie Busch learned of the possible move, he made it clear that Musial was not available for any trade. Instead, Lane dealt Musial's close friend Schoendienst to the New York Giants; an upset Musial made no immediate comment to the press. On June 11, 1957, Musial tied the NL record for consecutive games played with his 822nd, a streak that began on the last day of the 1951 season. Despite ballot stuffing by Cincinnati Reds fans, he was selected and played in the All-Star Game held at Sportsman's Park. When he overextended his swing while batting during a game on August 23, Musial fractured a bone in his left shoulder socket and tore muscles over his collarbone. He was unable to play again until September 8, ending his consecutive games-played streak at 895. He finished 1957 as Sports Illustrated's "Sportsman of the Year". Musial signed one of the first \$100,000 contracts in NL history on January 29, 1958. (According to Baseball Almanac, Hank Greenberg was the first with Pittsburgh in 1947.) He quickly demonstrated a return on the investment by sharing with Willie Mays the inaugural (and for the only time in Musial's career) NL Player of the Month in May (no such award was given in April until 1969) batting .374, with 4 HR, and 16 RBI. Also that month, as he was approaching the 3,000-hit milestone in his major league career, he expressed a desire to record the hit in St. Louis. He ultimately reached the mark with a pinch-hit, sixth inning RBI double at Chicago's Wrigley Field on May 13. The eighth major league player to reach 3,000 hits, and the first to reach the milestone with an extra-base hit, Musial was greeted at St. Louis Union Station that evening by roughly 1,000 fans. Finishing the season in sixth place, the Cardinals embarked on an exhibition tour of Japan, winning 14 of 16 games against top players from the Central and Pacific Japanese Leagues. Taking a new approach to preparation for the 1959 season, Musial was given permission to report late to spring training so that he might conserve his energy for the duration of the year. Musial, at 6 feet (180 cm) tall, had maintained a weight of around 175 pounds (79 kg) throughout his career. He reported to spring training approximately 10 pounds (4.5 kg) overweight and in substandard physical condition. He began the season with one hit in 15 at-bats. Despite his early offensive struggles, he single-handedly spoiled potential no-hitters on April 16 and 19. A game-winning home run on May 7 made him the first major league player ever with 400 home runs and 3,000 hits. As he continued to hit at a relatively low pace, his playing time was limited by Cardinals manager Solly Hemus at various points during the season. Seeking more revenue for the players' pension fund, Major League Baseball held two All-Star games in a season for the first time through 1962. Musial made his 16th All-Star appearance (16th season) and pinch-hit in both contests, flying out in the July 7 game and drawing a walk in the August 3 game. He finished the season with 115 regular game appearances, a .255 batting average, 37 runs, and a slugging percentage of .428. During the 1959 season, John F. Kennedy approached Musial about supporting Kennedy's campaign for President, citing their close ages. Musial campaigned for Kennedy later that year and became a supporter of the Democratic Party. On June 30, 1959, Musial was the batter in one of the oddest plays in baseball history. In a game between the Cardinals and Chicago Cubs, he was at the plate with a count of 3–1. Bob Anderson's next pitch was errant, evading catcher Sammy Taylor and rolling all the way to the backstop. Umpire Vic Delmore called ball four, even as Anderson and Taylor contended that Musial had foul tipped the ball. Because the ball was still in play and Delmore was embroiled in an argument with the catcher and pitcher, Musial kept running in attempt to make second base. Seeing that Musial was trying for second, Alvin Dark ran to the backstop to retrieve the ball. The ball wound up in the hands of field announcer Pat Pieper, but Dark ended up getting it back anyway. Absentmindedly, however, Delmore pulled out a new ball and gave it to Taylor. Anderson finally noticed that Musial was trying for second, took the new ball, and threw it to second baseman Tony Taylor. Anderson's throw flew over Taylor's head into the outfield. Dark, at the same time that Anderson threw the new ball, threw the original ball to shortstop Ernie Banks. Musial did not see Dark's throw and only noticed Anderson's ball fly over the second baseman's head, so he tried to go to third base. On his way there, he was tagged by Banks, and after a delay he was ruled out. #### 1960–1963 Based on his 1959 performance, Musial accepted a pay cut in 1960 from his previous \$100,000 salary to \$80,000. He was eager to prove that his mediocre performance was the result of improper physical conditioning, and he enlisted the help of Walter Eberhardt, Saint Louis University's director of physical education. In June 1960, newspaper articles began speculating that Musial would soon retire, yet he finished the season with a .275 batting average. He addressed the speculation in September, confirming that he would play again in 1961. His .288 batting average that season reaffirmed his decision. In 1962, Musial posted a .330 batting average, good for third in the batting race, with 19 homers and 82 RBI. As a pinch-hitter, he had 14 base hits in 19 at-bats (.737). Along the way, he established new NL career marks for hits and RBI. That same year on July 8, the 41-year-old Musial became the oldest player ever to hit three home runs in one game. The Cardinals began 1963 by winning 10 of their first 15 games, as Musial posted a .237 batting average. He set a new major league record for career extra-base hits on May 8 and improved his batting average to .277 by the end of the month. Making his 20th All-Star appearance and 24th All-Star Game appearance on July 9, 1963, he pinch-hit in the fifth inning. Asked by general manager Bing Devine on July 26 what his plans were, Musial said that he would retire at season's end. He waited until the Cardinals team picnic on August 12 to publicly announce his decision, hopeful he could retire on a winning note. Musial became a grandfather for the first time in the early hours of September 10; later that day, he hit a home run in his first at-bat. After sweeping a doubleheader on September 15, the Cardinals had won 19 of their last 20 games, and were one game behind the Los Angeles Dodgers. The Dodgers then swept the Cardinals in a three-game series in St. Louis and clinched the NL pennant on September 25. Musial's last game, on September 29, 1963, was preceded by an hour-long retirement ceremony. Speakers at the event included baseball commissioner Ford Frick, Cardinals broadcaster Harry Caray, and Cardinals owner Gussie Busch, who announced that Musial's uniform number "6" would be retired by the team. During the game, Musial recorded a single in the fourth inning, then hit a single to right field that scored teammate Curt Flood in the sixth. Cardinals manager Johnny Keane brought in Gary Kolb as a pinch-runner for Musial, bringing his major league career to an end. Just as he had recorded two base hits in his major league debut, Musial finished his last game with two hits, as well. Musial finished with the all-time National League hits record and second to only Ty Cobb on the all-time Major League list. Musial's last career hit was out of reach of Cincinnati Reds second baseman Pete Rose, who would go on to break Cobb's record to become baseball's all-time hit king. At the time of his retirement, Musial held or shared 17 major league records, 29 NL records, and nine All-Star Game records. Among those records, he ranked as the major league career leader in extra-base hits (1,377) and total bases (6,134). He also held NL career marks in categories such as hits (3,630), games played (3,026), doubles (725), and RBI (1,951). He finished his career with 475 home runs despite never having led the NL in the category. Jerry Lansche speculates Musial would likely have become the second player, after Babe Ruth, with 2,000 RBI, and would have exceeded 500 career home runs had he not served in the military. His lowest full season RBI output before the war was 72 (in 1942) and as he needed only 49 RBI to reach 2,000 for his full career, he certainly would have exceeded 2,000 RBI by playing without injury in 1945. His home run production is a different story and it is highly unlikely he would have reached 500. He did not hit more than 13 home runs in any season before he entered the navy and did not hit as many as 25 (the number he would have needed to become a 500 career homer club member) until 1948, 3 years after returning to baseball from World War II. Amazingly, his career hit total was exactly evenly split between 1,815 hits at home and 1,815 hits on the road. Steven R. Bullock speculates that it is possible that without military service Musial might have continued playing to attempt to exceed Ty Cobb's career hit record of 4,191. Musial recorded 8 five-hit games and 59 four-hit games in his 22-year MLB career. He was the first major league player to appear in more than 1,000 games at two different positions, registering 1,896 games in the outfield and 1,016 at first base. Since Musial's retirement in 1963, Tony Gwynn has been the only player to finish his career with a higher lifetime batting average. Hank Aaron has been the only player to surpass his record of 6,134 total bases. In Musial's 3,026 major league appearances, he was never ejected from a game. Speaking about his quiet reputation within the sport's history, sportscaster Bob Costas said, "He didn't hit a homer in his last at-bat; he hit a single. He didn't hit in 56 straight games. He married his high school sweetheart and stayed married to her. ... All Musial represents is more than two decades of sustained excellence and complete decency as a human being." ## Post-playing career and family life Musial was named a vice president of the St. Louis Cardinals in September 1963, and he remained in that position until after the 1966 season. From February 1964 to January 1967, he also served as President Lyndon B. Johnson's physical fitness adviser, a part-time position created to promote better fitness among American citizens. Before the 1967 season began, the Cardinals named Musial the team's general manager, and he oversaw the club's World Series championship that year. He won the allegiance of Cardinals players by making fair offers from the outset of player-contract negotiations and creating an in-stadium babysitting service so players' wives could attend games. His longtime business partner, Biggie Garagnani, died in June 1967, prompting Musial to devote more time to managing his restaurant and other business interests. He came to realize that the detail-oriented desk job was not his forte. He consequently decided to step down as general manager, before even completing a full year on the job. Musial—like Phil Linz—was noted for his harmonica playing, which included his rendition of "Take Me Out to the Ball Game". Throughout the 1990s, he frequently played the harmonica at public gatherings, such as the annual Baseball Hall of Fame induction ceremony and various charity events. He appeared on the television show Hee Haw in 1985, and in 1994 recorded 18 songs that were sold in tandem with a harmonica-playing instruction booklet. Even though Musial left Donora after high school, he retained close ties to the town throughout the rest of his life. He maintained membership in local social clubs, and regularly sent a local doctor boxes of autographed baseballs, with the town's mayor using some for United Way fundraising. Musial also gave free meals at the restaurant he owned in St. Louis to any customers who presented valid ID proving they were Donora residents. Musial met Lillian Susan Labash, the daughter of a local grocer, in Donora when both were 15, and married her in St. Paul's Catholic Church in Daytona Beach, Florida on May 25, 1940. They had four children: son Richard, and daughters Gerry, Janet, and Jeanie. Lillian Musial died at 91, on May 3, 2012; their marriage had lasted for almost 72 years. During his playing years, Musial believed in racial equality and supported Jackie Robinson's right to play. After learning about the harmful effect of smoking in the 1950s, he refused to endorse tobacco products. ## Honors and recognition On August 4, 1968, a statue of Musial was erected outside of Busch Memorial Stadium on the northeast grounds of the St. Louis stadium. The statue was moved from its original location to the west side of the new Busch Stadium for its first season in 2006, where it became a popular meeting place for generations of Cardinals fans. Musial's statue is inscribed with a quote attributed to former baseball commissioner Ford Frick: "Here stands baseball's perfect warrior. Here stands baseball's perfect knight." In 1968, Musial received the Golden Plate Award of the American Academy of Achievement. Musial was elected to the Baseball Hall of Fame in his first year of eligibility in , when he was named on 93.2% of the ballots. On June 14, 1973, he was the first inductee into the National Polish-American Hall of Fame, housed at St. Mary's College in Orchard Lake, Michigan. In 1989, he was inducted into the St. Louis Walk of Fame. Five years later, a baseball field was named after him in his hometown of Donora. He was ranked tenth on The Sporting News' list of the 100 Greatest Baseball Players published in 1998. He was also one of the 30 players selected to the Major League Baseball All-Century Team, added by a special committee after he finished 11th in fan voting among outfielders. In 2000, he was inducted into the Hall of Famous Missourians, and a bronze bust depicting him is on permanent display in the rotunda of the Missouri State Capitol. In January 2014, the Cardinals announced Musial among 22 former players and personnel to be inducted into the St. Louis Cardinals Hall of Fame Museum for the inaugural class of 2014. Nearly two decades after Musial retired, baseball statistician Bill James and the sabermetrics movement began providing new ways of comparing players across baseball history. In 2001, James ranked Musial the tenth-greatest baseball player in history, and the second-best left fielder of all time. According to Baseball-Reference.com, he ranks fifth all-time among hitters on the Black Ink Test, and third all-time on the Gray Ink Test—measures designed to compare players of different eras. He ranks first on Baseball-Reference's Hall of Fame Monitor Test, and is tied for second in the Hall of Fame Career Standards Test. Despite his statistical accomplishments, he is sometimes referred to as the most underrated or overlooked athlete in modern American sports history. For instance, in his analysis of baseball's under- and overrated players in 2007, sportswriter Jayson Stark said, "I can't think of any all-time great in any sport who gets left out of more who's-the-greatest conversations than Stan Musial." Musial threw out the first pitch in the fifth game of the 2006 World Series and delivered the ceremonial first pitch ball to President Barack Obama at the 2009 Major League Baseball All-Star Game. A "Stan the Man" day was held in his honor by the Cardinals on May 18, 2008. In 2010, another one of the Cardinals' greatest sluggers, Albert Pujols, whose nickname was "El Hombre", said he didn't want to be called "The Man", even in Spanish, because "There is one man that gets that respect, and that is Stan Musial." Also in 2010, the Cardinals launched a campaign to build support for awarding Musial the Presidential Medal of Freedom for his lifetime of achievement and service. The campaign realized its goal, and on February 15, 2011, Musial was awarded the Presidential Medal of Freedom by President Barack Obama who called him "an icon untarnished, a beloved pillar of the community, a gentleman you'd want your kids to emulate." On October 18, 2012, Musial made his final appearance at Busch Stadium, riding in a golf cart around the field before Game 4 of the National League Championship Series. Musial stopped at both dugouts and greeted San Francisco Giants manager Bruce Bochy and Cardinals manager Mike Matheny. The Cardinals would go on to win Game 4 by a score of 8–3, but lost the pennant to the Giants. ## Career statistics ### Hitting Source: ### Fielding Source: ## Death On January 19, 2013, surrounded by his family, Musial died at age 92 of natural causes at his home in Ladue, Missouri, on the same day as fellow MLB Hall of Fame inductee Earl Weaver. Cardinals owner Bill DeWitt, Jr. released the following statement: > We have lost the most beloved member of the Cardinals family. Stan Musial was the greatest player in Cardinals history and one of the best players in the history of baseball. The entire Cardinals organization extends its sincere condolences to Stan's family, including his children Richard, Gerry, Janet and Jean, as well as his eleven grandchildren and twelve great grandchildren. We join fans everywhere in mourning the loss of our dear friend and reflect on how fortunate we all are to have known 'Stan the Man'. Upon hearing the news of his death, fans gathered and began an impromptu memorial at his statue outside Busch Stadium; the Cardinals issued a release saying the memorial would be left in place for some time. In a laudatory obituary, The New York Times quoted famed New York manager Leo Durocher: "There is only one way to pitch to Musial—under the plate." Missouri Governor Jay Nixon commented: "Stan Musial was a great American hero who—with the utmost humility—inspired us all to aim high and dream big. The world is emptier today without him, but far better to have known him. The legacy of 'baseball's perfect warrior' will endure and inspire generations to come." St. Louis Mayor Francis Slay tweeted: "Sad as we are, we are fortunate to have had Stan in STL for so long, and are also glad that Stan and Lil are together again." He ordered flags at half-staff in the city. "Major League Baseball has lost one of its true legends in Stan Musial, a Hall of Famer in every sense and a man who led a great American life", Commissioner Bud Selig said. "He was the heart and soul of the historic St. Louis Cardinals franchise for generations, and he served his country during World War II. A recipient of the Presidential Medal of Freedom in 2011, Stan's life embodies baseball's unparalleled history and why this game is the national pastime." Thousands of fans braved cold temperatures on January 24 for a public visitation at the Cathedral Basilica of Saint Louis, where Musial lay in state, dressed in his trademark cardinal-red blazer and with a harmonica in his lapel pocket, flanked by a Navy honor guard. A private funeral Mass was held on Saturday, January 26, 2013, at the New Cathedral in St. Louis, televised locally by KTVI and KPLR as well as Fox Sports Midwest on pay-television. New York's Cardinal Timothy Dolan, who in his first episcopal post served as an auxiliary bishop of the Archdiocese of Saint Louis, was the principal celebrant, and Knoxville's Bishop Richard F. Stika, Musial's former parish priest, was the homilist. Bob Costas gave the principal eulogy, calling him "the genuine hero who as the years and decades passed, and disillusionment came from other directions, never once let us down", and quoting fellow Cooperstown honoree Mickey Mantle, who once said that Musial "was a better player than me because he was a better man than me". ## Legacy As a reflection of his popularity, Musial has had infrastructure named after him. In May 2011, the Pennsylvania State Senate changed the name of the bridge that carries the C. Vance Deicas Memorial Highway (S.R. 1077) over the Monongahela River from Donora-Monessen Bridge to Stan Musial Bridge after Musial, who was a native of the area. In October 2013, the St. Louis Fire Department started operating a fireboat named after Musial. In July 2013, the new Interstate 70 bridge over the Mississippi River between Illinois and Missouri at St. Louis received the official name of Stan Musial Veterans Memorial Bridge. In 2013, the Bob Feller Act of Valor Award honored Musial as one of 37 Baseball Hall of Fame members for his service in the United States Navy during World War II. The Stan Musial Lifetime Achievement Award was named in his honor. ## See also - DHL Hometown Heroes - Major League Baseball titles leaders - List of Major League Baseball annual doubles leaders - List of Major League Baseball annual triples leaders - List of Major League Baseball annual runs scored leaders - List of Major League Baseball career at-bat leaders - List of Major League Baseball career bases on balls leaders - List of Major League Baseball career doubles leaders - List of Major League Baseball career extra base hits leaders - List of Major League Baseball career games played leaders - List of Major League Baseball career on-base percentage leaders - List of Major League Baseball career OPS leaders - List of Major League Baseball career plate appearance leaders - List of Major League Baseball career runs batted in leaders - List of Major League Baseball career runs scored leaders - List of Major League Baseball career singles leaders - List of Major League Baseball career slugging percentage leaders - List of Major League Baseball career triples leaders - List of Major League Baseball single-season triples leaders - List of Major League Baseball players to hit for the cycle - List of Major League Baseball players who spent their entire career with one franchise - List of St. Louis Cardinals in the Baseball Hall of Fame - List of Presidential Medal of Freedom recipients - Lou Gehrig Memorial Award
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Premier League
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Association football league in England
[ "1992 establishments in England", "Football leagues in England", "Organisations based in London", "Premier League", "Professional sports leagues in the United Kingdom", "Sports leagues established in 1992", "Top level football leagues in Europe" ]
The Premier League is the highest level of the English football league system. Contested by 20 clubs, it operates on a system of promotion and relegation with the English Football League (EFL). Seasons typically run from August to May, with each team playing 38 matches against all other teams, both home and away. Most games are played on Saturday and Sunday afternoons, with occasional weekday evening fixtures. The competition was founded as the FA Premier League on 20 February 1992 following the decision of First Division (top-tier league from 1888 until 1992) clubs to break away from the English Football League. However, teams may still be relegated to and promoted from the EFL Championship. The Premier League takes advantage of a lucrative television rights sale to Sky: from 2019 to 2020, accumulated television rights were worth around £3.1 billion a year, with Sky and BT Group securing the domestic rights to broadcast 128 and 32 games, respectively. The Premier League is a corporation where chief executive Richard Masters is responsible for its management, with member clubs acting as shareholders. Clubs were apportioned central payment revenues of £2.4 billion in 2016–17, with a further £343 million in solidarity payments to EFL clubs. The Premier League is the most-watched sports league in the world, broadcast in 212 territories to 643 million homes, with a potential TV audience of 4.7 billion people. For the 2018–19 season, the average Premier League match attendance was at 38,181, second to the German Bundesliga's 43,500, while aggregated attendance across all matches was the highest of any association football league at 14,508,981, and most stadium occupancies are near capacity. As of 2023, the Premier League is ranked first in the UEFA coefficient rankings based on performances in European competitions over the past five seasons, ahead of Spain's La Liga. The English top-flight has produced the second-highest number of European Cup / UEFA Champions League titles, with a record six English clubs having won fifteen European championships in total. Fifty-one clubs have competed since the inception of the Premier League in 1992: 49 English and two Welsh clubs. Seven of them have won the title: Manchester United (13), Manchester City (7), Chelsea (5), Arsenal (3), Blackburn Rovers (1), Leicester City (1) and Liverpool (1). Only two of them have won three titles in a row (Manchester United – twice – and Manchester City), while only six clubs have avoided relegation: Arsenal, Chelsea, Everton, Liverpool, Manchester United and Tottenham Hotspur. ## History ### Origins Despite significant European success in the 1970s and early 1980s, the late 1980s marked a low point for English football. Stadiums were deteriorating and supporters endured poor facilities, hooliganism was rife, and English clubs had been banned from European competition for five years following the Heysel Stadium disaster in 1985. The Football League First Division, the top level of English football since 1888, was behind leagues such as Italy's Serie A and Spain's La Liga in attendances and revenues, and several top English players had moved abroad. By the turn of the 1990s, the downward trend was starting to reverse. At the 1990 FIFA World Cup, England reached the semi-finals; UEFA, European football's governing body, lifted the five-year ban on English clubs playing in European competitions in 1990, resulting in Manchester United lifting the Cup Winners' Cup in 1991. The Taylor Report on stadium safety standards, which proposed expensive upgrades to create all-seater stadiums in the aftermath of the Hillsborough disaster, was published in January 1990. During the 1980s, major English clubs had begun to transform into business ventures, applying commercial principles to club administration to maximise revenue. Martin Edwards of Manchester United, Irving Scholar of Tottenham Hotspur, and David Dein of Arsenal were among the leaders in this transformation. The commercial imperative led to the top clubs seeking to increase their power and revenue: the clubs in Division One threatened to break away from the Football League, and in doing so, they managed to increase their voting power and gain a more favourable financial arrangement, taking a 50% share of all television and sponsorship income in 1986. They demanded that television companies should pay more for their coverage of football matches, and revenue from television grew in importance. The Football League received £6.3 million for a two-year agreement in 1986, but by 1988, in a deal agreed with ITV, the price rose to £44 million over four years, with the leading clubs taking 75% of the cash. According to Scholar, who was involved in the negotiations of television deals, each of the First Division clubs received only around £25,000 per year from television rights before 1986, this increased to around £50,000 in the 1986 negotiation, then to £600,000 in 1988. The 1988 negotiations were conducted under the threat of ten clubs leaving to form a "super league", but they were eventually persuaded to stay, with the top clubs taking the lion's share of the deal. The negotiations also convinced the bigger clubs that in order to receive enough votes, they needed to take the whole of First Division with them instead of a smaller "super league". By the beginning of the 1990s, the big clubs again considered breaking away, especially now that they had to fund the cost of stadium upgrade as proposed by the Taylor Report. In 1990, the managing director of London Weekend Television (LWT), Greg Dyke, met with the representatives of the "big five" football clubs in England (Manchester United, Liverpool, Tottenham Hotspur, Everton and Arsenal) over a dinner. The meeting was to pave the way for a breakaway from The Football League. Dyke believed that it would be more lucrative for LWT if only the larger clubs in the country were featured on national television and wanted to establish whether the clubs would be interested in a larger share of television rights money. The five clubs agreed with the suggestion and decided to press ahead with it; however, the league would have no credibility without the backing of The Football Association, and so David Dein of Arsenal held talks to see whether the FA were receptive to the idea. The FA did not have an amicable relationship with the Football League at the time and considered it as a way to weaken the Football League's position. The FA released a report in June 1991, Blueprint for the Future of Football, that supported the plan for the Premier League with the FA as the ultimate authority that would oversee the breakaway league. ### Foundation (1990s) At the close of the 1990–1991 season, a proposal was tabled for the establishment of a new league that would bring more money into the game overall. The Founder Members Agreement, signed on 17 July 1991 by the game's top-flight clubs, established the basic principles for setting up the FA Premier League. The newly formed top division was to have commercial independence from The Football Association and the Football League, giving the FA Premier League licence to negotiate its own broadcast and sponsorship agreements. The argument given at the time was that the extra income would allow English clubs to compete with teams across Europe. Although Dyke played a significant role in the creation of the Premier League, he and ITV (of which LWT was part) lost out in the bidding for broadcast rights: BSkyB won with a bid of £304 million over five years, with the BBC awarded the highlights package broadcast on Match of the Day. The First Division clubs resigned en masse from the Football League in 1992, and on 27 May that year the FA Premier League was formed as a limited company, working out of an office at the Football Association's then headquarters in Lancaster Gate. The 22 inaugural members of the new Premier League were: - Arsenal - Aston Villa - Blackburn Rovers - Chelsea - Coventry City - Crystal Palace - Everton - Ipswich Town - Leeds United - Liverpool - Manchester City - Manchester United - Middlesbrough - Norwich City - Nottingham Forest - Oldham Athletic - Queens Park Rangers - Sheffield United - Sheffield Wednesday - Southampton - Tottenham Hotspur - Wimbledon This meant a break-up of the 104-year-old Football League that had operated until then with four divisions; the Premier League would operate with a single division and the Football League with three. There was no change in competition format; the same number of teams competed in the top flight, and promotion and relegation between the Premier League and the new First Division remained the same as the old First and Second Divisions with three teams relegated from the league and three promoted. The league held its first season in 1992–93. It was composed of 22 clubs for that season (reduced to 20 in the 1995–96 season). The first Premier League goal was scored by Brian Deane of Sheffield United in a 2–1 win against Manchester United. Luton Town, Notts County, and West Ham United were the three teams relegated from the old First Division at the end of the 1991–92 season, and did not take part in the inaugural Premier League season. Manchester United won the inaugural edition of the new league, ending a twenty-six year wait to be crowned champions of England. Bolstered by this breakthrough, United immediately became the competition’s dominant team, winning seven of the first nine trophies, two League and FA Cup 'doubles' and a European treble, initially under a team of hardened veterans such as Bryan Robson, Steve Bruce, Paul Ince, Mark Hughes and Eric Cantona, before Cantona, Bruce and Roy Keane led a young dynamic new team filled with the Class of 92, a group of young players including David Beckham who came through the Manchester United Academy. As the decade closed, United's first persistent Premier League rival, Arsenal won the League and FA Cup double themselves, and the Big 2 would form a duopoly for the next 5 years. ### "Top Four" dominance (2000–10) The 2000s saw the rise of first Liverpool, and then Arsenal to real competitiveness, Chelsea finally breaking the duopoly by winning in 2004-05. The dominance of the so-called "Top Four" clubs – Arsenal, Chelsea, Liverpool and Manchester United – saw them finish at the top of the table for the bulk of the decade, thereby guaranteeing qualification for the UEFA Champions League. Only three other clubs managed to qualify for the competition during this period: Newcastle United (2001–02 and 2002–03), Everton (2004–05) and Tottenham Hotspur (2009–10) – each occupying the final Champions League spot, with the exception of Newcastle in the 2002–03 season, who finished third. Following the 2003–04 season, Arsenal acquired the nickname "The Invincibles" as it became the first, and to date, only club to complete a Premier League campaign without losing a single game. In May 2008, Kevin Keegan stated that "Top Four" dominance threatened the division: "This league is in danger of becoming one of the most boring but great leagues in the world." Premier League chief executive Richard Scudamore said in defence: "There are a lot of different tussles that go on in the Premier League depending on whether you're at the top, in the middle or at the bottom that make it interesting." Between 2005 and 2012 there was a Premier League representative in seven of the eight Champions League finals, with only "Top Four" clubs reaching that stage. Liverpool (2005), Manchester United (2008) and Chelsea (2012) won the competition during this period, with Arsenal (2006), Liverpool (2007), Chelsea (2008) and Manchester United (2009 and 2011) all losing Champions League finals. Leeds United were the only non-"Top Four" side to reach the semi-finals of the Champions League, in the 2000–01 season. There were three Premier League teams in the Champions League semi-finals in 2006–07, 2007–08, and 2008–09, a feat only ever achieved five times (along with Serie A in 2002–03 and La Liga in 1999–2000). Additionally, between the 1999–2000 and 2009–10 seasons, four Premier League sides reached UEFA Cup or Europa League finals, with only Liverpool managing to win the competition in 2001. Arsenal (2000), Middlesbrough (2006) and Fulham (2010) all lost their finals. Although the group's dominance was reduced to a degree after this period with the emergence of Manchester City and Tottenham, in terms of all-time Premier League points won they remain clear by some margin. As of the end of the 2021–22 season – the 27th season of the Premier League – Liverpool, in fourth place in the all-time points table, were over 300 points ahead of the next team, Tottenham Hotspur. They are also the only teams to maintain a winning average of over 50% throughout their entire Premier League tenures. ### Emergence of the "Big Six" (2010s) The years following 2009 marked a shift in the structure of the "Top Four" with Tottenham Hotspur and Manchester City both breaking into the top four places on a regular basis, turning the "Top Four" into the "Big Six". In the 2009–10 season, Tottenham finished fourth and became the first team to break into the top four since Everton five years prior. Criticism of the gap between an elite group of "super clubs" and the majority of the Premier League has continued, nevertheless, due to their increasing ability to spend more than the other Premier League clubs. Manchester City won the title in the 2011–12 season, becoming the first club outside the "Big Four" to win since Blackburn Rovers in the 1994–95 season. That season also saw two of the "Big Four" (Chelsea and Liverpool) finish outside the top four places for the first time since that season. With only four UEFA Champions League qualifying places available in the league, greater competition for qualification now exists, albeit from a narrow base of six clubs. In the five seasons following the 2011–12 campaign, Manchester United and Liverpool both found themselves outside of the top four three times, while Chelsea finished 10th in the 2015–16 season. Arsenal finished 5th in 2016–17, ending their record run of 20 consecutive top-four finishes. In the 2015–16 season, the top four was breached by a non-Big Six side for the first time since Everton in 2005. Leicester City were the surprise winners of the league, qualifying for the Champions League as a result. Off the pitch, the "Big Six" wield significant financial power and influence, with these clubs arguing that they should be entitled to a greater share of revenue due to the greater stature of their clubs globally and the attractive football they aim to play. Objectors argue that the egalitarian revenue structure in the Premier League helps to maintain a competitive league which is vital for its future success. The 2016–17 Deloitte Football Money League report showed the financial disparity between the "Big Six" and the rest of the division. All of the "Big Six" had revenues greater than €350 million, with Manchester United having the largest revenue in the league at €676.3 million. Leicester City was the closest club to the "Big Six" in terms of revenue, recording a figure of €271.1 million for that season – helped by participation in the Champions League. The eighth-largest revenue generator, West Ham – who did not play in European competition – had revenues of €213.3 million, less than half of those of the club with the fifth-largest revenue, Liverpool (€424.2 million). A substantial part of the clubs' revenue by then came from television broadcast deals, with the biggest clubs each taking from around £150 million to nearly £200 million in the 2016–17 season from such deals. In Deloitte's 2019 report, all the "Big Six" were in the top ten of the world's richest clubs. ### 2020s From the 2019–20 season, video assistant referees were used in the league. Project Big Picture was announced in October 2020 that described a plan to reunite the top Premier League clubs with the English Football League, proposed by leading Premier League clubs Manchester United and Liverpool. It has been criticised by the Premier League leadership and the UK government's Department of Culture, Media and Sport. On 26 April 2021, play was stopped during a match between Leicester City and Crystal Palace to allow players Wesley Fofana and Cheikhou Kouyaté to break Ramadan fast. It is believed to be the first time in Premier League history that a game was paused to allow Muslim players to eat and drink after the sun had set in accordance with the rules of the faith. The 2022–23 season was the first to take a six-week break between November and December 2022 to allow for the first winter World Cup, with a return for the Boxing Day fixtures. The Premier League players decided to take the knee only at some selected "significant moments", instead of the routine before matches. They assured to "remain resolutely committed to eradicate racial prejudice". That season was notable for Newcastle United and Brighton & Hove Albion breaching the traditional "big six", as they finished fourth and sixth, respectively, while Tottenham and Chelsea were eighth and twelfth, respectively. Meanwhile, 2015–16 champions Leicester City were relegated, becoming the second league-winning club to suffer relegation since 1992, after Blackburn Rovers. ## Corporate structure The Football Association Premier League Ltd (FAPL) is operated as a corporation and is owned by the 20 member clubs. Each club is a shareholder, with one vote each on issues such as rule changes and contracts. The clubs elect a chairman, chief executive, and board of directors to oversee the daily operations of the league. The Football Association is not directly involved in the day-to-day operations of the Premier League, but has veto power as a special shareholder during the election of the chairman and chief executive and when new rules are adopted by the league. The current chief executive is Richard Masters, who was appointed in December 2019. The chair is due to be Alison Brittain, who will take over the role in early 2023. The Premier League sends representatives to UEFA's European Club Association, the number of clubs and the clubs themselves chosen according to UEFA coefficients. For the 2012–13 season, the Premier League has 10 representatives in the Association: Arsenal, Aston Villa, Chelsea, Everton, Fulham, Liverpool, Manchester City, Manchester United, Newcastle United and Tottenham Hotspur. The European Club Association is responsible for electing three members to UEFA's Club Competitions Committee, which is involved in the operations of UEFA competitions such as the Champions League and UEFA Europa League. ### Criticism of governance The Premier League has faced criticism of its governance due to an alleged lack of transparency and accountability. Following the Premier League's blocking of the attempted takeover of Newcastle United by a PIF-backed consortium through the league's Owners' and Directors' test, many MPs, Newcastle United fans and related parties to the deal denounced the Premier League for its perceived lack of transparency and accountability throughout the process. On 6 July 2021, consortium member Amanda Staveley of PCP Capital Partners said that "fans surely deserve absolute transparency from the regulators across all their processes – to best ensure that they act responsibly. They (the Premier League) are performing a function like that of a government regulator – but without the same systems for accountability." On 22 July 2021, Tracey Crouch MP – chair of the fan-led review into the UK's football governance – announced in the review's interim findings that the Premier League had "lost the trust and confidence" of fans. The review also recommended that a new independent regulator be created to oversee matters such as club takeovers. Premier League chief executive Richard Masters had earlier spoken out against the implementation of an independent regulator, saying in May 2021, "I don't think that the independent regulator is the answer to the question. I would defend the Premier League's role as regulator of its clubs over the past 30 years." ## Competition format ### Competition There are 20 clubs in the Premier League. During the course of a season (from August to May) each club plays the others twice (a double round-robin system), once at their home stadium and once at that of their opponents, for 38 games. Teams receive three points for a win and one point for a draw. No points are awarded for a loss. Teams are ranked by total points, then goal difference, and then goals scored. If still equal, teams are deemed to occupy the same position. If there is a tie for the championship, for relegation, or for qualification to other competitions, the head-to-head record between the tied teams is taken into consideration (points scored in the matches between the teams, followed by away goals in those matches.) If two teams are still tied, a play-off match at a neutral venue decides rank. ### Promotion and relegation A system of promotion and relegation exists between the Premier League and the EFL Championship. The three lowest placed teams in the Premier League are relegated to the Championship, and the top two teams from the Championship promoted to the Premier League, with an additional team promoted after a series of play-offs involving the third, fourth, fifth and sixth placed clubs. The number of clubs was reduced from 22 to 20 in 1995, when four teams were relegated from the league and only two teams promoted. The top flight had only been expanded to 22 teams at the start of the 1991–92 season – the year prior to the formation of the Premier League. On 8 June 2006, FIFA requested that all major European leagues, including Italy's Serie A and Spain's La Liga, be reduced to 18 teams by the start of the 2007–08 season. The Premier League responded by announcing their intention to resist such a reduction. Ultimately, the 2007–08 season kicked off again with 20 teams. ### Video Assistant Referee Video assistant referee (VAR), was introduced to the Premier League at the beginning of the 2019–20 season. It uses technology and officials to assist the referee in making decisions on the pitch. However, its use has been met with mixed receptions from fans and pundits, with some praising its accuracy while others criticise its impact on the flow of the game and consistency of decision-making. The on-field referee still makes the final decision, but VAR can assist the referee in the decision-making process. VAR can only be used for four types of decisions: goals, penalty decisions, direct red card incidents, and cases of mistaken identity. VAR officials review the video footage and communicate with the on-field referee via a headset. The VAR officials are located in a central control room, which is equipped with multiple camera angles and the ability to replay footage at various speeds. A study evaluating fan reception of VAR in the Premier League was made by Otto Kolbinger and Melanie Knopp and was done by analysing Twitter data. The researchers used sentiment analysis to measure the overall positive or negative attitudes towards VAR, as well as topic modelling to identify specific issues that fans are discussing related to VAR. The study found that the reception of VAR on Twitter is largely negative, with fans expressing frustration and criticism of the technology's impact on the flow of the game and the inconsistency of decisions. The researchers also identified specific issues, such as handball and offside decisions, that fans are particularly critical of. The study concludes that VAR has not been well received by fans in the Premier League, and that efforts to improve the technology and increase transparency in decision-making are needed to address these concerns. ## Clubs Fifty clubs have played in the Premier League from its inception in 1992, up to and including the 2022–23 season. ### Champions One-time champions Blackburn Rovers and Leicester City are currently out of the Premier League. ### 2023–24 season Twenty clubs will compete in the Premier League – top seventeen from the previous season and three promoted from the Championship: - Leicester City, Leeds United, and Southampton were relegated to the EFL Championship for the 2023–24 season, while Burnley, Sheffield United and Luton Town, as winners, runners-up and play-off final winners, respectively, were promoted from the 2022–23 season. - Only three clubs have remained in the Premier League since their first promotion: Brentford, Brighton & Hove Albion and Luton Town, who have been in 3, 7 and 1 season(s) (out of 32), respectively. ### Non-English clubs In 2011, after Swansea City gained promotion, a Welsh club participated in the Premier League for the first time. The first Premier League match to be played outside England was Swansea City's home match at the Liberty Stadium against Wigan Athletic on 20 August 2011. The number of Welsh clubs in the Premier League increased to two in 2013–14, as Cardiff City gained promotion, but they were relegated after their maiden season. Cardiff were promoted again in 2017–18 but the number of Welsh clubs remained the same for the 2018–19 Premier League season, as Swansea City had been relegated from the Premier League in 2017–18. Following Cardiff City's relegation after the 2018–19 season, there are currently no Welsh clubs participating in the Premier League. Because they are members of the Football Association of Wales (FAW), the question of whether clubs like Swansea should represent England or Wales in European competitions has caused long-running discussions in UEFA. Swansea took one of England's three available places in the Europa League in 2013–14 by winning the League Cup in 2012–13. The right of Welsh clubs to take up such English places was in doubt until UEFA clarified the matter in March 2012, allowing them to participate. Participation in the Premier League by some Scottish or Irish clubs has sometimes been discussed, but without result. The idea came closest to reality in 1998, when Wimbledon received Premier League approval to relocate to Dublin, Ireland, but the move was blocked by the Football Association of Ireland. Additionally, the media occasionally discusses the idea that Scotland's two biggest teams, Celtic and Rangers, should or will take part in the Premier League, but nothing has come of these discussions. ## International competitions ### Qualification for European competitions #### Qualification criteria for 2023–24 The top four teams in the Premier League qualify automatically for the subsequent season's UEFA Champions League group stage. The winners of the Champions League and UEFA Europa League may earn an additional qualification for the subsequent season's Champions League group stage if did not finish in the top four. If this means six Premier League teams qualify, then the fourth-placed team in the Premier League is instead entered in the Europa League, as any single nation is limited to a maximum of five teams in the Champions League. The fifth-placed team in the Premier League, as well as the winners of the FA Cup, qualify for the subsequent season's Europa League group stage, but if the winner of the FA Cup also finished in the top five places in the Premier League or has won one of UEFA's major tournaments, then this place reverts to the team that finished sixth. The winner of the EFL Cup qualifies for the subsequent season's UEFA Europa Conference League, but if the winner had already qualified for a UEFA competition via their performance in another competition, then this place reverts to the team that finished sixth in the Premier League, or seventh if the FA Cup result had already caused the sixth-placed team to qualify. The number of places allocated to English clubs in UEFA competitions is dependent upon the position the country holds in the UEFA coefficient rankings, which are calculated based on the performance of teams in UEFA competitions over the previous five years. Currently, England is ranked first, ahead of Spain. As of 10 June 2023, the coefficients for are as follows (only top five European leagues are shown): #### Previous seasons An exception to the usual European qualification system happened in 2005, after Liverpool won the Champions League the season before, but did not finish in a Champions League qualification place in the Premier League. UEFA gave special dispensation for Liverpool to enter the Champions League, giving England five qualifiers. The governing body subsequently ruled that the defending champions qualify for the competition the following year regardless of their domestic league placing. However, for those leagues with four entrants in the Champions League, this meant that if the Champions League winners finished outside the top four in its domestic league, it would qualify at the expense of the fourth-placed team. At that time, no association could have more than four entrants in the Champions League. This occurred in 2012, when Chelsea – who had won the Champions League that summer, but finished sixth in the league – qualified for the 2012–13 Champions League in place of Tottenham Hotspur, who went into the Europa League. From 2015–16, the Europa League winners qualify for the Champions League, increasing the maximum number of participants per country to five. This took effect in England in 2016–17, when Manchester United finished sixth in the Premier League and won the Europa League, giving England five Champions League entrants for 2017–18. In these instances, any Europa League berth vacated is not handed down to the next-best Premier League finisher outside of a qualifying place. If both Champions League and Europa League winners are of the same association and both finish outside the top four, then the fourth-placed team is transferred to the Europa League. ### Performance in international competition With 48 continental trophies won, English clubs are the third-most successful in European football, behind Italy (49) and Spain (65). In the top-tier UEFA Champions League, a record six English clubs have won a total of 15 titles and lost a further 11 finals, behind Spanish clubs with 19 and 11, respectively. In the second-tier UEFA Europa League, English clubs are also second, with nine victories and eight losses in the finals. In the former second-tier UEFA Cup Winners' Cup, English teams won a record eight tiles and had a further five finalists. In the non-UEFA organized Inter-Cities Fairs Cup, English clubs provided four winners and four runners-up, the second-most behind Spain with six and three, respectively. In the newly created third-tier UEFA Europa Conference League, English clubs have won a joint-record one title so far. In the former fourth-tier UEFA Intertoto Cup, England won four titles and had a further final appearance, placing it fifth in the rankings, although English clubs were notorious for treating the tournament with disdain, either sending "B" squads or withdrawing from it altogether. In the one-off UEFA Super Cup, England has ten winners and ten runners-up, the second-most behind Spain with 16 and 15, respectively. Similarly to the Intertoto Cup, English teams did not take the former Intercontinental Cup seriously enough, despite its international status of the Club World Championship. They a made a total of six appearances in the one-off competition, winning only one of them, and withdrew a further three times. English club have won the FIFA-organized Club World Cup three times, the third-most behind Spain and Brazil, with eight and four, respectively. ## Sponsorship After an inaugural season with no sponsorship, the Premier League was sponsored by Carling from 1993 until 2001, during which time it was known as the FA Carling Premiership. In 2001, a new sponsorship deal with Barclaycard saw the league rebranded the FA Barclaycard Premiership, which was changed to the FA Barclays Premiership in time for the 2004-05 season. For the 2007-08 season, the league was rebranded the Barclays Premier League. Barclays' deal with the Premier League expired at the end of the 2015–16 season. The FA announced on 4 June 2015 that it would not pursue any further title sponsorship deals for the Premier League, arguing that they wanted to build a "clean" brand for the competition more in line with those of major U.S. sports leagues. As well as sponsorship for the league itself, the Premier League has a number of official partners and suppliers. The official ball supplier for the league is Nike who have had the contract since the 2000–01 season when they took over from Mitre. Under its Merlin brand, Topps held the licence to produce collectables for the Premier League between 1994 and 2019 including stickers (for their sticker album) and trading cards. Launched in the 2007–08 season, Topps’ Match Attax, the official Premier League trading card game, is the best selling boys collectable in the UK, and is also the biggest selling sports trading card game in the world. In October 2018, Panini were awarded the licence to produce collectables from the 2019–20 season. The chocolate company Cadbury has been the official snack partner of the Premier League since 2017, and sponsored the Golden Boot, Golden Glove and Playmaker of the Season awards from the 2017–18 season to 2019–20 season. The Coca-Cola Company (under its Coca-Cola Zero Sugar product line) sponsored these awards during the 2020–21 season with Castrol being the current sponsor as of the 2021–22 season. ## Finances The Premier League has the highest revenue of any association football league in the world, with total club revenues of €2.48 billion in 2009–10. In 2013–14, due to improved television revenues and cost controls, the Premier League clubs collectively made a net profit in excess of £78 million, exceeding all other football leagues. In 2010 the Premier League was awarded the Queen's Award for Enterprise in the International Trade category for its outstanding contribution to international trade and the value it brings to English football and the United Kingdom's broadcasting industry. The Premier League includes some of the richest football clubs in the world. Deloitte's "Football Money League" listed seven Premier League clubs in the top 20 for the 2009–10 season, and all 20 clubs were in the top 40 globally by the end of the 2013–14 season, largely as a result of increased broadcasting revenue. In 2019, the league generated around £3.1 billion per year in domestic and international television rights. Premier League clubs agreed in principle in December 2012, to radical new cost controls. The two proposals consist of a break-even rule and a cap on the amount clubs can increase their wage bill by each season. With the new television deals on the horizon, momentum has been growing to find ways of preventing the majority of the cash going straight to players and agents. Central payments for the 2016–17 season amounted to £2,398,515,773 across the 20 clubs, with each team receiving a flat participation fee of £35,301,989 and additional payments for TV broadcasts (£1,016,690 for general UK rights to match highlights, £1,136,083 for each live UK broadcast of their games and £39,090,596 for all overseas rights), commercial rights (a flat fee of £4,759,404) and a notional measure of "merit" which was based upon final league position. The merit component was a nominal sum of £1,941,609 multiplied by each finishing place, counted from the foot of the table (e.g., Burnley finished 16th in May 2017, five places counting upwards, and received 5 × £1,941,609 = £9,708,045 merit payment). ### Relegation Since its split with the Football League, established clubs in the Premier League have a funding disparity from counterparts in lower leagues. Revenue from television rights between the leagues has played a part in this. Promoted teams have found it difficult to avoid relegation in their first Premier League season. One Premier League newcomer has been relegated back to the Football League every season, save the 2001–02, 2011–12, 2017–18 & 2022-23 seasons. In the 1997–98 season, all three promoted clubs were relegated by the season's end. The Premier League distributes a portion of its television revenue as "parachute payments" to relegated clubs for adjustment to television revenue loss. The average Premier League team receives £41 million while the average Championship club receives £2 million. Starting with the 2013–14 season, these payments are in excess of £60 million over four seasons. Critics maintain that the payments widen the gap between teams that have reached the Premier League and those that have not, leading to the common occurrence of teams "bouncing back" soon after their relegation. Clubs which have failed to win immediate promotion back to the Premier League have seen financial problems, in some cases administration or liquidation. Further relegations down the footballing ladder have occurred for multiple clubs unable to cope with the gap. ## Media coverage ### United Kingdom and Ireland Television has played a major role in the history of the Premier League. The League's decision to assign broadcasting rights to Sky in 1992 was at the time a radical decision, but one that has paid off. At the time, paid television was an almost untested proposition in the UK market as was charging fans to watch live televised football. However, a combination of Sky's strategy, the quality of Premier League football and the public's appetite for the game has seen the value of the Premier League's TV rights soar. The Premier League sells its television rights on a collective basis. This is in contrast to some other European leagues, including La Liga, in which each club sells its rights individually, leading to a much higher share of the total income going to the top few clubs. The money is divided into three parts: half is divided equally between the clubs; one quarter is awarded on a merit basis based on final league position, the top club getting twenty times as much as the bottom club, and equal steps all the way down the table; the final quarter is paid out as facilities fees for games that are shown on television, with the top clubs generally receiving the largest shares of this. The income from overseas rights is divided equally between the twenty clubs. Not all Premier League matches are televised in the United Kingdom, as the league upholds the long-standing prohibition on telecasts of any association football match (domestic or otherwise) that kicks off between 2:45 p.m. and 5:15 p.m. on Saturday matchdays. The first Sky television rights agreement was worth £304 million over five seasons. The next contract, negotiated to start from the 1997–98 season, rose to £670 million over four seasons. The third contract was a £1.024 billion deal with BSkyB for the three seasons from 2001 to 2004. The league brought in £320 million from the sale of its international rights for the three-year period from 2004 to 2007. It sold the rights itself on a territory-by-territory basis. Sky's monopoly was broken from August 2006 when Setanta Sports was awarded rights to show two out of the six packages of matches available. This occurred following an insistence by the European Commission that exclusive rights should not be sold to one television company. Sky and Setanta paid £1.7 billion, a two-thirds increase which took many commentators by surprise as it had been widely assumed that the value of the rights had levelled off following many years of rapid growth. Setanta also hold rights to a live 3 pm match solely for Irish viewers. The BBC retained the rights to show highlights for the same three seasons (on Match of the Day) for £171.6 million, a 63 per cent increase on the £105 million it paid for the previous three-year period. Sky and BT agreed to jointly pay £84.3 million for delayed television rights to 242 games (that is the right to broadcast them in full on television and over the internet) in most cases for a period of 50 hours after 10 p.m. on matchday. Overseas television rights fetched £625 million, nearly double the previous contract. The total raised from those deals was more than £2.7 billion, giving Premier League clubs an average media income from league games of around £40 million-a-year from 2007 to 2010. The TV rights agreement between the Premier League and Sky faced accusations of being a cartel, and a number of court cases arose as a result. An investigation by the Office of Fair Trading in 2002 found BSkyB to be dominant within the pay TV sports market, but concluded that there were insufficient grounds for the claim that BSkyB had abused its dominant position. In July 1999 the Premier League's method of selling rights collectively for all member clubs was investigated by the UK Restrictive Practices Court, which concluded that the agreement was not contrary to the public interest. The BBC's highlights package on Saturday and Sunday nights, as well as other evenings when fixtures justify, ran until 2016. Television rights alone for the period 2010 to 2013 were purchased for £1.782 billion. On 22 June 2009, due to troubles encountered by Setanta Sports after it failed to meet a final deadline over a £30 million payment to the Premier League, ESPN was awarded two packages of UK rights containing 46 matches that were available for the 2009–10 season as well as a package of 23 matches per season from 2010 to 2013. On 13 June 2012, the Premier League announced that BT had been awarded 38 games a season for the 2013–14, 2014–15 and 2015–16 seasons at £246 million-a-year. The remaining 116 games were retained by Sky, which paid £760 million-a-year. The total domestic rights raised £3.018 billion, an increase of 70.2% over the 2010–11 to 2012–13 rights. The value of the licensing deal rose by another 70.2% in 2015, when Sky and BT paid £5.136 billion to renew their contracts with the Premier League for another three years up to the 2018–19 season. A new rights cycle began in the 2019–20 season, with the domestic package increasing to 200 matches overall; in February 2018, BT were awarded the package of 32 lunchtime fixtures on Saturdays, while Sky was awarded four of the seven packages, covering the majority of weekend fixtures (including eight new prime time fixtures on Saturdays), as well as Monday and Friday matches. Two remaining packages of 20 fixtures each were to be sold at a later date, including three rounds of mid-week fixtures and a bank holiday round. As Sky already owned the maximum number of matches it could hold without breaching a 148-match cap, it was speculated that at least one of the new packages could go to a new entrant, such as a streaming service. The five packages sold to BT and Sky were valued at £4.464 billion. In June 2018, it was announced that Amazon Prime Video and BT had acquired the remaining two packages; Amazon acquired rights to 20 matches per-season, covering a mid-week round in December, and all Boxing Day fixtures. The Amazon telecasts are produced in association with Sunset + Vine and BT Sport. With the resumption of play in the 2019–20 Premier League due to the COVID-19 pandemic in the United Kingdom, the Premier League announced that all remaining matches would be carried on British television, split primarily across Sky, BT, and Amazon. A large number of these matches were also scheduled for free-to-air broadcasts, with Sky airing 25 on Pick, Amazon streaming its four matches on Twitch, and the BBC – for the first time in league history – carrying four live matches. As matches would continue to be played without spectators upon the start of the 2020–21 Premier League, its clubs voted on 8 September to continue broadcasting all matches through at least September (with the BBC and Amazon each holding one additional match), and "appropriate arrangements" being made for October. It was later announced that matches not selected for broadcast would be carried on pay-per-view via BT Sport Box Office and Sky Box Office at a cost of £14.95 per-match. The PPV scheme was poorly received; the Football Supporters' Federation felt that the price was too high, and there were concerns that it could encourage piracy. There were calls from supporters to boycott the pay-per-views, and make donations to support charitable causes instead (with Newcastle's "Charity Not PPV" campaign raising £20,000 for a local food bank, and Arsenal fans raising £34,000 for Islington Giving). On 13 November, amid the reintroduction of measures across the UK, the Premier League officially announced that the non-televised matches would be assigned to its main broadcast partners, and again including additional matches for the BBC and Amazon Prime. The next cycle of rights between 2022–23 and 2024–25 season was renewed without tender due to compelling and exceptional circumstances in light of the COVID-19 pandemic. Therefore, rights remained as they were since the 2019–20 season. BT Sport was also renamed TNT Sports ahead of the 2023–24 season. UK highlights In August 2016, it was announced the BBC would be creating a new magazine-style show for the Premier League entitled The Premier League Show. ### Worldwide The Premier League is the most-watched football league in the world, broadcast in 212 territories to 643 million homes and a potential TV audience of 4.7 billion people. The Premier League's production arm, Premier League Productions, is operated by IMG Productions and produces content for its international television partners. The Premier League is the most widely distributed sports programme in Asia. In Australia, Optus telecommunications holds exclusive rights to the Premier League, providing live broadcasts and online access (Fox Sports formerly held rights). In Indian Subcontinent, the matches are broadcast live on STAR Sports. In MENA region, BeIN Sports holds exclusive rights to the Premier League. In China, the broadcast rights were awarded to iQiyi, Migu and CCTV that began in the 2021–22 season. As of the 2022–23 season, Canadian media rights to the Premier League are owned by FuboTV, after having been jointly owned by Sportsnet and TSN, and most recently DAZN. The Premier League is broadcast in the United States by NBC Sports, a division of Sky parent Comcast. Acquiring the rights to the Premier League in 2013 (replacing Fox Soccer and ESPN), NBC Sports has been widely praised for its coverage. NBC Sports reached a six-year extension with the Premier League in 2015 to broadcast the league until the end of the 2021–22 season in a deal valued at \$1 billion (£640 million). In November 2021, NBC reached another six-year extension through 2028 in a deal valued at \$2.76 billion (£2 billion). The Premier League is broadcast by SuperSport across sub-Saharan Africa. Broadcasters to continental Europe until 2025 include Canal+ for France, Sky Sport Germany for Germany and Austria, Match TV for Russia, Sky Sport Italy for Italy, Eleven Sports for Portugal, DAZN for Spain, beIN Sports Turkey to Turkey, Digi Sport for Romania, SCTV for Indonesia, Astro for Malaysia, and NENT to Nordic countries (Sweden, Denmark and Norway), Poland and the Netherlands. In South America, ESPN covers much of the continent, with coverage in Brazil shared between ESPN Brasil and Fox Sports (later rebranded as ESPN4). Paramount+ broadcasts the league in Central America. ## Stadiums As of the 2017–18 season, Premier League football has been played in 58 stadiums since the formation of the division. The Hillsborough disaster in 1989 and the subsequent Taylor Report saw a recommendation that standing terraces should be abolished. As a result, all stadiums in the Premier League are all-seater. Since the formation of the Premier League, football grounds in England have seen constant improvements to capacity and facilities, with some clubs moving to new-build stadiums. Nine stadiums that have seen Premier League football have now been demolished. The stadiums for the 2017–18 season show a large disparity in capacity. For example, Wembley Stadium, the temporary home of Tottenham Hotspur, has a capacity of 90,000 while Dean Court, the home of AFC Bournemouth, has a capacity of 11,360. The combined total capacity of the Premier League in the 2017–18 season is 806,033 with an average capacity of 40,302. Stadium attendances are a significant source of regular income for Premier League clubs. For the 2016–17 season, average attendances across the league clubs were 35,838 for Premier League matches with an aggregate attendance of 13,618,596. This represents an increase of 14,712 from the average attendance of 21,126 recorded in the Premier League's first season (1992–93). However, during the 1992–93 season, the capacities of most stadiums were reduced as clubs replaced terraces with seats in order to meet the Taylor Report's 1994–95 deadline for all-seater stadiums. The Premier League's record average attendance of 36,144 was set during the 2007–08 season. This record was then beaten in the 2013–14 season recording an average attendance of 36,695 with an attendance of just under 14 million, the highest average in England's top flight since 1950. ## Managers Managers in the Premier League are involved in the day-to-day running of the team, including the training, team selection and player acquisition. Their influence varies from club-to-club and is related to the ownership of the club and the relationship of the manager with fans. Managers are required to have a UEFA Pro Licence which is the final coaching qualification available, and follows the completion of the UEFA 'B' and 'A' Licences. The UEFA Pro Licence is required by every person who wishes to manage a club in the Premier League on a permanent basis (i.e., more than 12 weeks, the amount of time an unqualified caretaker manager is allowed to take control). Caretaker appointments are managers that fill the gap between a managerial departure and a new appointment. Several caretaker managers have gone on to secure a permanent managerial post after performing well as a caretaker, including Paul Hart at Portsmouth, David Pleat at Tottenham Hotspur and Ole Gunnar Solskjær at Manchester United. Arsène Wenger is the longest-serving manager, having been in charge of Arsenal in the Premier League from 1996 to his departure at the conclusion of the 2017–18 season, and holds the record for most matches managed in the Premier League with 828, all with Arsenal. He broke the record set by Alex Ferguson, who had managed 810 matches with Manchester United from the Premier League's inception to his retirement at the end of the 2012–13 season. Ferguson was in charge of Manchester United from November 1986 until his retirement at the end of the 2012–13 season, meaning he was manager for the last five years of the old Football League First Division and all of the first 21 seasons of the Premier League. Notably, since its creation the Premier League has never been won by an English manager. There have been several studies into the reasoning behind, and effects of, managerial sackings. Most famously, Professor Sue Bridgewater of the University of Liverpool and Dr. Bas ter Weel of the University of Amsterdam, performed two separate studies which helped to explain the statistics behind managerial sackings. Bridgewater's study found clubs generally sack their managers upon dropping below an average of one point per match. ## Players ### Appearances ### Transfer regulations and foreign players Player transfers may only take place within transfer windows set by the Football Association. The two transfer windows run from the last day of the season to 31 August and from 31 December to 31 January. Player registrations cannot be exchanged outside these windows except under specific licence from the FA, usually on an emergency basis. As of the 2010–11 season, the Premier League introduced new rules mandating that each club must register a maximum 25-man squad of players aged over 21, with the squad list only allowed to be changed in transfer windows or in exceptional circumstances. This was to enable the "home grown" rule to be enacted, whereby the Premier League would also from 2010 require at least eight members of the named 25-man squad to be "home-grown players". At the inception of the Premier League in 1992–93, just 11 players named in the starting line-ups for the first round of matches hailed from outside of the United Kingdom or Ireland. By 2000–01, the number of foreign players participating in the Premier League was 36% of the total. In the 2004–05 season, the figure had increased to 45%. On 26 December 1999, Chelsea became the first Premier League side to field an entirely foreign starting line-up, and on 14 February 2005, Arsenal were the first to name a completely foreign 16-man squad for a match. By 2009, under 40% of the players in the Premier League were English. By February 2020, 117 different nationalities had played in the Premier League, and 101 nationalities had scored in the competition. In 1999, in response to concerns that clubs were increasingly passing over young English players in favour of foreign players, the Home Office tightened its rules for granting work permits to players from countries outside of the European Union. A non-EU player applying for the permit must have played for his country in at least 75 per cent of its competitive 'A' team matches for which he was available for selection during the previous two years, and his country must have averaged at least 70th place in the official FIFA world rankings over the previous two years. If a player does not meet those criteria, the club wishing to sign him may appeal. Following the implementation of Brexit in January 2021, new regulations were introduced which require all foreign players to obtain a Governing Body Endorsement (GBE) in order to play football in the United Kingdom, regardless of EU status. ### Top scorers <table> <thead> <tr class="header"> <th><p>Rank</p></th> <th><p>Player</p></th> <th><p>Years</p></th> <th><p>Goals</p></th> <th><p>Apps</p></th> <th><p>Ratio</p></th> </tr> </thead> <tbody> <tr class="odd"> <td><p>1</p></td> <td></td> <td><p>1992–2006</p></td> <td><p>260</p></td> <td><p>441</p></td> <td><p>0.59</p></td> </tr> <tr class="even"> <td><p>2</p></td> <td><p>'</p></td> <td><p>2012–2023</p></td> <td><p>213</p></td> <td><p>320</p></td> <td><p>0.67</p></td> </tr> <tr class="odd"> <td><p>3</p></td> <td></td> <td><p>2002–2018</p></td> <td><p>208</p></td> <td><p>491</p></td> <td><p>0.42</p></td> </tr> <tr class="even"> <td><p>4</p></td> <td></td> <td><p>1992–2008</p></td> <td><p>187</p></td> <td><p>414</p></td> <td><p>0.45</p></td> </tr> <tr class="odd"> <td><p>5</p></td> <td></td> <td><p>2011–2021</p></td> <td><p>184</p></td> <td><p>275</p></td> <td><p>0.67</p></td> </tr> <tr class="even"> <td><p>6</p></td> <td></td> <td><p>1995–2015</p></td> <td><p>177</p></td> <td><p>609</p></td> <td><p>0.29</p></td> </tr> <tr class="odd"> <td><p>7</p></td> <td></td> <td><p>1999–2007,<br /> 2012</p></td> <td><p>175</p></td> <td><p>258</p></td> <td><p>0.68</p></td> </tr> <tr class="even"> <td><p>8</p></td> <td></td> <td><p>1993–2007,<br /> 2008</p></td> <td><p>163</p></td> <td><p>379</p></td> <td><p>0.43</p></td> </tr> <tr class="odd"> <td><p>9</p></td> <td></td> <td><p>2001–2003,<br /> 2004–2014,<br /> 2015–2019</p></td> <td><p>162</p></td> <td><p>496</p></td> <td><p>0.33</p></td> </tr> <tr class="even"> <td><p>10</p></td> <td></td> <td><p>1996–2004,<br /> 2005–2013</p></td> <td><p>150</p></td> <td><p>326</p></td> <td><p>0.46</p></td> </tr> </tbody> </table> Italics denotes players still playing professional football, Bold denotes players still playing in the Premier League. The Premier League Golden Boot is awarded each season to the top scorer in the division. Former Blackburn Rovers and Newcastle United striker Alan Shearer holds the record for most Premier League goals with 260. Thirty-three players have reached the 100-goal mark. Since the first Premier League season in 1992–93, 23 players from 11 clubs have won or shared the top scorer title. Thierry Henry won his fourth overall scoring title by scoring 27 goals in the 2005–06 season. Erling Haaland holds the record for most goals in a Premier League season (38 matches) with 36 goals as of 15 May 2023. Ryan Giggs of Manchester United holds the record for scoring goals in consecutive seasons, having scored in the first 21 seasons of the league. Giggs also holds the record for the most Premier League assists, with 162. ### Wages There is no team or individual salary cap in the Premier League. As a result of the increasingly lucrative television deals, player wages rose sharply following the formation of the Premier League, when the average player wage was £75,000 per year. In the 2018–19 season the average annual salary stood at £2.99 million. The total salary bill for the 20 Premier League clubs in the 2018–19 season was £1.62 billion; this compares to £1.05 billion in La Liga, £0.83 billion in Serie A, £0.72 billion in Bundesliga, and £0.54 billion in Ligue 1. The club with the highest average wage is Manchester United at £6.5 million. This is smaller than the club with the highest wage bill in Spain (Barcelona £10.5 million) and Italy (Juventus £6.7 million), but higher than in Germany (Bayern Munich £6.4 million) and France (Paris Saint-Germain £6.1 million). For the 2018–19 season, the ratio of the wages of the highest-paid team to lowest-paid in the Premier League is 6.82 to 1. This is much lower than in La Liga (19.1 to 1), Serie A (16 to 1), Bundesliga (20.5 to 1), and Ligue 1 (26.6 to 1). Because of the lower differential between team wage bills in the Premier League, it is often regarded as being more competitive than other top European leagues. ### Player transfer fees The record transfer fee for a Premier League player has risen steadily over the lifetime of the competition. Before the start of the first Premier League season, Alan Shearer became the first British player to command a transfer fee of more than £3 million. The record has increased steadily and Enzo Fernández is now the most expensive transfer fee paid by a Premier League club at £106.8 million, whilst Philippe Coutinho is the biggest transfer involving a Premier League club at £105 million. ## Awards ### Trophy The Premier League maintains two trophies – the genuine trophy (held by the reigning champions) and a spare replica. Two trophies are held for the purpose of making the award within minutes of the title being secured, in the event that on the final day of the season two clubs are still within reach of winning the League. In the rare event that more than two clubs are vying for the title on the final day of the season, a replica won by a previous club is used. The current Premier League trophy was created by Royal Jewellers Garrard & Co/Asprey of London and was designed in house at Garrard & Co by Trevor Brown and Paul Marsden. It consists of a trophy with a golden crown and a malachite plinth base. The plinth weighs 33 pounds (15 kg) and the trophy weighs 22 pounds (10.0 kg). The trophy and plinth are 76 cm (30 in) tall, 43 cm (17 in) wide and 25 cm (9.8 in) deep. Its main body is solid sterling silver and silver gilt, while its plinth is made of malachite, a semi-precious stone. The plinth has a silver band around its circumference, upon which the names of the title-winning clubs are listed. The green of the malachite represents the green field of play. The design of the trophy is based on the heraldry of Three Lions that is associated with English football. Two of the lions are found above the handles on either side of the trophy – the third is symbolised by the captain of the title-winning team as he raises the trophy, and its gold crown, above his head at the end of the season. The ribbons that drape the handles are presented in the team colours of the league champions that year. In 2004, a special gold version of the trophy was commissioned to commemorate Arsenal winning the title without a single defeat. ### Player and manager awards In addition to the winner's trophy and the individual winner's medals awarded to players who win the title, the Premier League also issues other awards throughout the season. A man-of-the-match award is awarded to the player who has the greatest impact in an individual match. Monthly awards are also given for the Manager of the Month, Player of the Month and Goal of the Month. These are also issued annually for Manager of the Season, Player of the Season. and Goal of the Season. The Young Player of the Season award is given to the most outstanding U-23 player starting from the 2019–20 season. The Golden Boot award is given to the top goalscorer of every season, the Playmaker of the Season award is given to the player who makes the most assists of every season, and the Golden Glove award is given to the goalkeeper with the most clean sheets at the end of the season. From the 2017–18 season, players receive a milestone award for 100 appearances and every century there after and also players who score 50 goals and multiples thereof. Each player to reach these milestones is to receive a presentation box from the Premier League containing a special medallion and a plaque commemorating their achievement. ### 20 Seasons Awards In 2012, the Premier League celebrated its second decade by holding the 20 Seasons Awards: - Fantasy Team of the 20 Seasons - Panel Choice: Peter Schmeichel, Gary Neville, Tony Adams, Rio Ferdinand, Ashley Cole, Cristiano Ronaldo, Roy Keane, Paul Scholes, Ryan Giggs, Thierry Henry, Alan Shearer - Public Vote:''' Peter Schmeichel, Gary Neville, Tony Adams, Nemanja Vidić, Ashley Cole, Cristiano Ronaldo, Steven Gerrard, Paul Scholes, Ryan Giggs, Thierry Henry, Alan Shearer - Best Manager: Sir Alex Ferguson - Best Player: Ryan Giggs - Most Appearances: Gareth Barry (652) - Top Goalscorer: Alan Shearer (260) - Most Clean Sheets: David James (173) - 500 Club: Steven Gerrard, Jamie Carragher, Gareth Barry, Ryan Giggs, David James, Gary Speed, Frank Lampard, Emile Heskey and Sol Campbell - Best Goal: Wayne Rooney, 12 February 2011, Manchester United vs Manchester City - Best Save: Craig Gordon, 18 December 2010, Sunderland vs Bolton Wanderers - Best Team: Arsenal 2003–04 ## See also - List of English football champions - List of English Football League managers - FA Women's Super League (highest league of women's football in England) - Football records and statistics in England - List of professional sports teams in the United Kingdom
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Battle for Henderson Field
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Battle of the Pacific campaign of World War II (1942)
[ "1942 in Japan", "1942 in the Solomon Islands", "Battles and operations of World War II involving the Solomon Islands", "Battles of World War II involving Japan", "Battles of World War II involving the United States", "Conflicts in 1942", "Guadalcanal Campaign", "Military history of Japan during World War II", "October 1942 events", "Pacific Ocean theatre of World War II", "United States Marine Corps in World War II" ]
The Battle for Henderson Field, also known as the Battle of Guadalcanal or Battle of Lunga Point by the Japanese, took place from 23 to 26 October 1942 on and around Guadalcanal in the Solomon Islands. The battle was a land, sea, and air battle of the Pacific campaign of World War II and was fought between the Imperial Japanese Army and Navy and Allied forces, mainly U.S. Marines and Army. The battle was the last of three major land offensives conducted by the Japanese during the Guadalcanal campaign. In the battle, U.S. Marine and Army forces repulsed an attack by the Japanese 17th Army under the command of Lieutenant General Harukichi Hyakutake. The American forces were defending the Lunga perimeter that guarded Henderson Field on Guadalcanal, which the Allies had captured from the Japanese in landings on Guadalcanal on 7 August 1942. Hyakutake's force was sent to Guadalcanal in response to the Allied landings with the mission of recapturing the airfield and driving the Allied forces off the island. His soldiers conducted numerous assaults over three days at various locations around the Lunga perimeter, all repulsed with heavy Japanese losses. At the same time, Allied aircraft operating from Henderson Field successfully defended American positions on Guadalcanal from attacks by Japanese naval air and sea forces. The battle was the last serious ground offensive conducted by Japanese forces on Guadalcanal. They attempted to deliver further reinforcements, but failed during the Naval Battle of Guadalcanal in November 1942, and Japan conceded defeat in the struggle for the island and evacuated many of its remaining forces by the first week of February 1943. ## Background ### Guadalcanal campaign On 7 August 1942, Allied forces (primarily U.S.) landed on Guadalcanal, Tulagi, and Florida Islands in the Solomon Islands. The landings on the islands were meant to deny their use by the Japanese as bases for threatening the supply routes between the U.S. and Australia, and to secure the islands as starting points for a campaign with the eventual goal of isolating the major Japanese base at Rabaul while also supporting the Allied New Guinea campaign. The landings initiated the six-month-long Guadalcanal campaign. Taking the Japanese by surprise, by nightfall on 8 August, the 11,000 Allied troops—under the command of then Major General Alexander Vandegrift and mainly consisting of U.S. Marine Corps units—had secured Tulagi and nearby small islands, as well as an airfield under construction at Lunga Point on Guadalcanal. The airfield was later named "Henderson Field" by Allied forces. The Allied aircraft that subsequently operated out of the airfield became known as the "Cactus Air Force" (CAF) after the Allied codename for Guadalcanal. To protect the airfield, the U.S. Marines established a perimeter defense around Lunga Point. In response to the Allied landings on Guadalcanal, the Japanese Imperial General Headquarters assigned the Imperial Japanese Army's 17th Army—a corps-sized command based at Rabaul and under the command of Lieutenant-General Harukichi Hyakutake—with the task of retaking Guadalcanal from Allied forces. On 19 August, various units of the 17th Army began to arrive on Guadalcanal with the goal of driving Allied forces from the island. Because of the threat from CAF aircraft based at Henderson Field, the Japanese were unable to use large, slow transport ships to deliver troops and supplies to the island. Instead, the Japanese used warships based at Rabaul and the Shortland Islands to carry their forces to Guadalcanal. The Japanese warships, mainly light cruisers or destroyers from the Eighth Fleet under the command of Vice Admiral Gunichi Mikawa, were usually able to make the round trip down "The Slot" to Guadalcanal and back in a single night, thereby minimizing their exposure to CAF air attack. Delivering the troops in this manner, however, prevented most of the soldiers' heavy equipment and supplies, such as heavy artillery, vehicles, and much food and ammunition, from being carried to Guadalcanal with them. These high speed warship runs to Guadalcanal occurred throughout the campaign and came to be called the "Tokyo Express" by Allied forces and "Rat Transportation" by the Japanese. The first Japanese attempt to recapture Henderson Field failed when a 917-man force was defeated on 21 August in the Battle of the Tenaru. The next attempt took place from 12 to 14 September, with the 6,000 soldiers under the command of Major General Kiyotake Kawaguchi being defeated in the Battle of Edson's Ridge. After their defeat at Edson's Ridge, Kawaguchi and the surviving Japanese troops regrouped west of the Matanikau River on Guadalcanal. Hyakutake immediately began to prepare for another attempt to recapture Henderson Field. The Japanese navy promised to support Hyakutake's next offensive by delivering the necessary troops, equipment, and supplies to the island, and by stepping-up air attacks on Henderson Field and sending warships to bombard the airfield. As the Japanese regrouped, the U.S. forces concentrated on shoring up and strengthening their Lunga defenses. On 18 September, an Allied naval convoy delivered 4,157 men from the U.S. 7th Marine Regiment to Guadalcanal. This regiment had previously formed part of the 3rd Provisional Marine Brigade and was fresh from garrison duty in Samoa. These reinforcements allowed Vandegrift, beginning on 19 September, to establish an unbroken line of defense completely around the Lunga perimeter. General Vandegrift and his staff were aware that Kawaguchi's troops had retreated to the area west of the Matanikau and that numerous groups of Japanese stragglers were scattered throughout the area between the Lunga perimeter and the Matanikau River. Vandegrift, therefore, decided to conduct a series of small unit operations around the Matanikau Valley. The first U.S. Marine operation against Japanese forces west of the Matanikau, conducted between 23 and 27 September 1942 by elements of three U.S. Marine battalions, was repulsed by Kawaguchi's troops under Colonel Akinosuke Oka's local command. In the second action, between 6 and 9 October, a larger force of U.S. Marines crossed the Matanikau River, attacked newly landed Japanese forces from the 2nd (Sendai) Infantry Division under the command of generals Masao Maruyama and Yumio Nasu and inflicted heavy casualties on the Japanese 4th Infantry Regiment. The second action forced the Japanese to retreat from their positions east of the Matanikau. In the meantime, Major General Millard F. Harmon, commander of U.S. Army forces in the South Pacific, convinced Vice Admiral Robert L. Ghormley, commander of Allied forces in the South Pacific Area, that U.S. Marine forces on Guadalcanal needed to be reinforced immediately if the Allies were to successfully defend the island from the next expected Japanese offensive. Thus on 13 October, a naval convoy delivered the 2,837-strong 164th U.S. Infantry Regiment, a North Dakota Army National Guard formation from the U.S. Army's Americal Division, commanded by Colonel Robert Hall, to Guadalcanal. Mikawa's ships continued nocturnal deliveries of men and materiel to Guadalcanal. Between 1 and 17 October, Japanese convoys delivered 15,000 Japanese troops, comprising the remainder of the 2nd Infantry Division and one regiment of the 38th Infantry Division, plus artillery, tanks, ammunition, and provisions, to Guadalcanal. One of these—on 9 October—landed General Hyakutake on the island to personally lead the Japanese forces in the planned offensive. Mikawa also sent heavy cruisers on several occasions to bombard Henderson Field. On the night of 11 October, one of these bombardment missions was intercepted by U.S. naval forces and defeated in the Battle of Cape Esperance. On 13 October, in order to help protect the transit of an important supply convoy to Guadalcanal that consisted of six slower cargo ships, the Japanese Combined Fleet commander Isoroku Yamamoto sent a naval force from Truk—commanded by Vice-Admiral Takeo Kurita—to bombard Henderson Field. Kurita's force—consisting of the battleships Kongō and Haruna, escorted by one light cruiser and nine destroyers—approached Guadalcanal unopposed and opened fire on Henderson Field at 01:33 on 14 October. Over the next 83 minutes, they fired 973 14 in (360 mm) shells into the Lunga perimeter, most of them falling in and around the 2,200 m<sup>2</sup> (24,000 sq ft) area of the airfield. The bombardment heavily damaged the airfield's two runways, burned almost all of the available aviation fuel, destroyed 48 of the CAF's 90 aircraft, and killed 41 men, including six CAF aircrew. Despite the heavy damage, Henderson personnel were able to restore one of the runways to operational condition within a few hours. Over the next several weeks, the CAF gradually recovered as Allied forces delivered more aircraft, fuel, and aircrew personnel to Guadalcanal. Observing the Japanese deliveries of troops and supplies to the island, American forces were expecting an imminent offensive by Japanese ground forces, but they were not sure where and when it would take place. ### Troop movement Because of the loss of their positions on the east side of the Matanikau, the Japanese decided that an attack on the U.S. defenses along the coast would be prohibitively difficult. Thus, after observation of the American defenses around Lunga Point by his staff officers, Hyakutake decided that the main thrust of his planned attack would be from south of Henderson Field. His 2nd Division (augmented by one regiment from 38th Division), under Lieutenant General Masao Maruyama and comprising 7,000 soldiers in three infantry regiments of three battalions each was ordered to march through the jungle and attack the American defenses from the south near the east bank of the Lunga River. The 2nd Division was split into three units; the Left Wing Unit under Major General Yumio Nasu containing the 29th Infantry Regiment, the Right Wing Unit under Major General Kiyotake Kawaguchi consisting of the 230th Infantry Regiment (from the 38th Infantry Division), and the division reserve led by Maruyama comprising the 16th Infantry Regiment. The date of the attack was set for 22 October. To distract the Americans from the planned attack from the south, Hyakutake's heavy artillery plus five battalions of infantry (about 2,900 men) under Major General Tadashi Sumiyoshi were to attack the American defenses from the west along the coastal corridor. The Japanese estimated that there were 10,000 American troops on the island, when in fact there were about 23,000. At this time, the Lunga perimeter was defended by four American regiments comprising 13 infantry battalions. The 164th Infantry Regiment guarded the easternmost sector. Extending from the 164th south and west across Edson's Ridge to the Lunga River was the 7th Marine Regiment under Colonel Amor L. Sims. Covering the sector west of the Lunga to the coast were the 1st and 5th Marine Regiments. Defending the mouth of the Matanikau for the Americans were two battalions under the command of Lieutenant Colonel William J. McKelvy: the 3d Battalion, 1st Marines, and the 3d Battalion, 7th Marines. McKelvy's force was separated from the Lunga perimeter by a gap that was covered by patrols. ## Prelude On 12 October, a company of Japanese engineers began to break a trail, called the "Maruyama Road", from the Matanikau towards the southern portion of the U.S. Lunga perimeter. The trail traversed some 15 mi (24 km) of the most difficult terrain on Guadalcanal, including numerous rivers and streams, deep, muddy ravines, steep ridges, and dense jungle. Between 16 and 18 October, the 2nd Division began their march along the Maruyama Road, led by Nasu's unit and followed in order by Kawaguchi and Maruyama. Each soldier had been ordered to carry one artillery shell plus his pack and rifle. Early on the morning of 20 October, Maruyama reached the Lunga River. Believing that his units were about 4 mi (6.4 km) south of the airfield, he ordered the left and right wing units to advance abreast of each other parallel to the Lunga north towards the American lines and set the time of the attack for 18:00 on 22 October. Maruyama, however, was mistaken. He and his troops were actually 8 mi (13 km) south of the airfield. By the evening of 21 October, it was clear to Maruyama that his units would not be in position to attack the next day, so he postponed the attack to 23 October and put his men on half rations to conserve their dwindling food supply. At nightfall on 22 October, much of the 2nd Division still remained strung out along the Maruyama Road, but Maruyama ruled out any postponement of the attack. During this time, Sumiyoshi prepared his command to attack the American forces from the west. On 18 October, he began shelling Henderson Field with fifteen 150 mm (5.9 in) howitzers. What remained of the 4th Infantry Regiment under Colonel Nomasu Nakaguma began to gather openly near Point Cruz (on the coast just west of the Matanikau). On 19 October, Colonel Akinosuka Oka led the 1,200 troops of his 124th Infantry Regiment inland across the Matanikau and began moving up the east bank towards high ground east of the river. On 23 October, Maruyama's forces struggled through the jungle to reach the American lines. Kawaguchi, on his own initiative, began to shift his right wing unit to the east, believing that the American defenses were weaker in that area. Maruyama—through one of his staff officers—ordered Kawaguchi to keep to the original attack plan. When he refused, Kawaguchi was relieved of command and replaced by Colonel Toshinari Shōji, commander of the 230th Infantry Regiment. That evening, after learning that the left and right wing forces were still struggling to reach the American lines, Hyakutake postponed the attack to 19:00 on 24 October. The Americans remained completely unaware of the approach of Maruyama's forces. On this day, the Japanese 11th Air Fleet under Jinichi Kusaka based at Rabaul sent 16 Mitsubishi G4M2 "Betty" bombers and 28 A6M2 Zero fighters to attack Henderson Field. In response, 24 F4F-4 Wildcats and four P-400 Airacobras from the CAF (Cactus Air Force) rose to meet them, resulting in a large aerial battle. To Allied observers, the Japanese appeared to lose several aircraft in the day's engagements, but their actual losses are unknown. The CAF lost one Wildcat to battle damage but the pilot was uninjured. U.S. Marine and Army forces were under the overall command of Major General Alexander Vandegrift. However, on the 23rd of October, Vandegrift had flown to Noumea, New Caledonia to meet with Vice Admiral William Halsey Jr., at Halsey's direction. Major General William Rupertus, who was Deputy Commander of the 1st Marine Division, remained in Guadalcanal and commanded the U.S. forces on the ground in Vandegrift's absence. ## Battle ### Nakaguma's attack on the Matanikau Sumiyoshi was informed by Hyakutake's staff of the postponement of the offensive to 24 October, but was unable to contact Nakaguma to inform him of the delay. Thus, at dusk on 23 October, two battalions of Nakaguma's 4th Infantry Regiment and the nine tanks of the 1st Independent Tank Company launched attacks on the U.S. Marine defenses at the mouth of the Matanikau. Nakaguma's tanks attacked in pairs across the sandbar at the mouth of the Matanikau behind a barrage of artillery. Marine 37 mm (1.46 in) anti-tank guns and artillery quickly destroyed all nine tanks. At the same time, four battalions of Marine artillery, totaling 40 howitzers, fired over 6,000 rounds into the area between Point Cruz and the Matanikau, causing heavy casualties in Nakaguma's infantry battalions as they tried to approach the Marine lines. Nakaguma's attacks ended by 01:15 on 24 October, inflicting only light casualties on the Marines and gaining no ground. Partly in response to Nakaguma's attacks, on 24 October the 2nd Battalion, 7th Marines under Lieutenant Colonel Herman H. Hanneken deployed to the Matanikau. After Oka's forces were sighted approaching the Marine Matanikau positions from the south, Hanneken's battalion was placed on a ridge facing south which formed a continuous extension of the inland flank of the Marine's horseshoe-shaped Matanikau defenses. A gap, however, still remained between Hanneken's left (east) flank and the main perimeter. ### Maruyama's first attacks on the perimeter With the redeployment of Hanneken's battalion, the 700 troops of 1st Battalion, 7th Marines under Lieutenant Colonel Chesty Puller were left alone to hold the entire 2,500 yd (2,300 m) line on the southern face of the Lunga perimeter east of the Lunga River. Late on 24 October, Marine patrols detected Maruyama's approaching forces, but it was now too late in the day for the Marines to rearrange their dispositions. At 14:00 on 24 October, Maruyama's left and right wing units began to deploy for their attacks. Maruyama's troops had very little artillery or mortar support for their upcoming assault, having abandoned most of their heavy cannons along the Maruyama Road. Between 16:00 and 21:00, heavy rain fell, delaying the Japanese approach and causing "chaos" in the Japanese formations, already exhausted from the long march through the jungle. Shoji's right wing force accidentally turned parallel to the Marine lines, and all but one battalion failed to make contact with the Marine defenses. Shoji's 1st Battalion, 230th Infantry Regiment "stumbled" into Puller's lines about 22:00 and were driven off by Puller's men. For unknown reasons, Maruyama's staff then reported to Hyakutake that Shoji's men had overrun Henderson Field. At 00:50 on 25 October, Hyakutake signaled Rabaul that, "A little before 23:00 the Right Wing captured the airfield." At about this time, Nasu's left wing battalions finally began to reach the Marine defenses. At 00:30 on 25 October, the 11th Company of Nasu's 3rd Battalion under Captain Jiro Katsumata found and attacked Company A of Puller's battalion. Katsumata's attack was impeded by heavy barbed wire in front of the Marine line and then hit heavily by American machine gun, mortar, and artillery fire. By 01:00, the Marine fire had killed most of Katsumata's company. Further west, the 9th Company of Nasu's 3rd Battalion charged straight into Puller's Company C at 01:15. Within five minutes, a Marine machine gun section led by Sergeant John Basilone killed almost every member of the 9th Company. By 01:25, heavy fire from the Marine divisional artillery was falling into Nasu's troop assembly and approach routes, causing heavy casualties. Recognizing that a major Japanese attack was underway, Puller requested reinforcement. At 03:45, the 3rd Battalion, 164th Infantry, commanded by Lieutenant Colonel Robert Hall and being held in reserve, was fed piecemeal into Puller's line. In spite of the darkness and intermittent heavy rain, the Army National Guard troops were placed in Puller's defenses before daybreak. Just before dawn, Colonel Masajiro Furimiya, the commander of the 29th Infantry, with two companies from his 3rd Battalion plus his headquarters staff, was able to penetrate the Marine artillery fire and reach Puller's lines about 03:30. Most of Furimiya's troops were killed during their assault, but about 100 broke through the American defenses and carved a salient 150 yd (140 m) in width and 100 yd (91 m) deep in the center of Puller's line. After sunrise, Furimiya's 2nd Battalion joined in the assault on Puller, but were thrown back. At 07:30, Nasu decided to withdraw most of the remainder of his troops back into the jungle and prepare for another attack that night. During the day of 25 October, Puller's men attacked and eradicated the salient in their lines and hunted small groups of Japanese infiltrators, killing 104 Japanese soldiers. More than 300 of Maruyama's men in total were killed in their first attacks on the Lunga perimeter. At 04:30, Hyakutake rescinded the message announcing the capture of the airfield, but at 07:00 declared that the results of Maruyama's attack were unknown. ### Naval and air attacks The Japanese 8th Fleet had task units ready to support the Army's attacks on Guadalcanal. Upon receipt of Hyakutake's message declaring success at 00:50 on 24 October, the task units went into action. The light cruiser Sendai and three destroyers patrolled west of Guadalcanal to interdict any Allied ships that tried to approach the island. A First Assault Unit with three destroyers and a Second Assault Unit with the light cruiser Yura and five destroyers approached Guadalcanal to attack any Allied ships off the island's north or east coast and to provide gunfire support for Hyakutake's forces. At 10:14, the First Assault Unit arrived off Lunga Point and chased away two old U.S. destroyers converted to minesweepers—Zane and Trever—which were delivering aviation fuel to Henderson Field. The Japanese destroyers then sighted and sank the U.S. tugboat Seminole and patrol boat YP-284 before beginning their bombardment of the U.S. positions around Lunga Point. At 10:53, a Marine shore gun hit and damaged the destroyer Akatsuki, and all three Japanese destroyers withdrew while being strafed by four CAF Wildcat fighters. As the Second Assault Unit approached Guadalcanal through Indispensable Strait, it was attacked by five CAF SBD-3 Dauntless dive bombers. Bomb hits caused heavy damage to Yura, and the unit reversed course to try to escape. More CAF air attacks on Yura throughout the day caused further damage, and the cruiser was abandoned and scuttled at 21:00 that night. Meanwhile, 82 Japanese bombers and fighters from the 11th Air Fleet and from the aircraft carriers Junyō and Hiyō attacked Henderson Field in six waves throughout the day and were engaged by CAF fighters and Marine anti-aircraft guns. By the end of the day, the Japanese had lost 11 fighters, two bombers, and one reconnaissance aircraft along with most of the aircrews in the downed aircraft. Two CAF fighters were destroyed in the day's fighting but both pilots survived. The Japanese air attacks caused only light damage to Henderson Field and the American defenses. The Americans later referred to this day as "Dugout Sunday" because the continuous Japanese air, naval, and artillery attacks kept many of the Lunga defenders in their foxholes and shelters throughout the day. ### Maruyama's second attacks on the perimeter Throughout the day of 25 October, the Americans redeployed and improved their defenses against the Japanese attack they were expecting that night. In the west, Hanneken and the 5th Marines closed the gap between their two forces. Along the southern portion of the perimeter, Puller's and Hall's troops disentwined and repositioned. Puller's men fortified the western 1,400 yd (1,300 m) of the sector and the 164th soldiers took the eastern 1,100 yd (1,000 m) segment. The division reserve, the 3rd Battalion, 2nd Marine Regiment was placed directly behind Hall's and Puller's positions. Maruyama committed his reserve force, the 16th Infantry Regiment, to Nasu's left wing unit. Beginning at 20:00 on 25 October, and extending into the early morning hours of the 26th, the 16th and what remained of Nasu's other units conducted numerous unsuccessful frontal assaults on Puller's and Hall's lines. U.S. Marine and Army rifle, machine gun, mortar, artillery and direct canister fire from 37 mm anti-tank guns "wrought terrible carnage" on Nasu's men. Colonel Toshiro Hiroyasu, the commander of the 16th, and most of his staff as well as four Japanese battalion commanders were killed in the assaults. Nasu was hit by rifle fire and mortally wounded, dying a few hours later. A few small groups of Nasu's men broke through the American defenses, including one led by Colonel Furimiya, but were all hunted down and killed over the next several days. Shoji's right wing units did not participate in the attacks, choosing instead to remain in place to cover Nasu's right flank against a possible attack in that area by U.S. forces that never materialized. ### Oka's attack At 03:00 on 26 October, Oka's unit finally reached and attacked the Marine defenses near the Matanikau. Oka's troops assaulted all along an east–west saddle ridge held by Hanneken's battalion but concentrated particularly on Hanneken's Company F, which defended the extreme left flank of the Marine positions on the ridge. A Company F machine gun section under Mitchell Paige killed many of the Japanese attackers, but Japanese fire eventually killed or injured almost all the Marine machine gunners. At 05:00, Oka's 3rd Battalion, 4th Infantry succeeded in scaling the steep slope of the ridge and pushed the surviving members of Company F off the crest. Responding to the Japanese capture of part of the ridgeline, Major Odell M. Conoley—Hanneken's battalion executive officer—quickly gathered a counterattack unit of 17 men, including communications specialists, messmen, a cook, and a bandsman. Conoley's scratch force was joined by elements of Hanneken's Company G, Company C, and a few unwounded survivors from Company F and attacked the Japanese before they could consolidate their positions on top of the ridge. By 06:00, Conoley's force had pushed the Japanese back off the ridge, effectively ending Oka's attack. The Marines counted 98 Japanese bodies on the ridge and 200 more in the ravine in front of it. Hanneken's unit suffered 14 killed and 32 wounded. ## Aftermath ### Retreat At 08:00 on 26 October, Hyakutake called off any further attacks and ordered his forces to retreat. Maruyama's men recovered some of their wounded from near the American lines on the night of 26–27 October, and began to withdraw back into the deep jungle. The Americans recovered and buried or burned as quickly as possible the remains of 1,500 of Maruyama's men left lying in front of Pullers's and Hall's lines. Said one U.S. Army participant, John E. Stannard, of the scene after the battle, "The carnage of the battlefield was a sight that perhaps only the combat infantryman, who has fought at close quarters, could fully comprehend and look upon without a feeling of horror. One soldier, after a walk among the Japanese dead, said to his comrade: 'My God, what a sight. There's dead Japs stretched from the Corner back along the edge of the jungle for a half a mile [800 m].'" Maruyama's left wing survivors were ordered to retreat back to the area west of the Matanikau River while Shoji's right wing was told to head for Koli Point, east of the Lunga perimeter. The left wing soldiers, who had run out of food several days before, began the retreat on 27 October. During the retreat, many of the Japanese wounded succumbed to their injuries and were buried along the Maruyama road. One of Maruyama's men, Lieutenant Keijiro Minegishi, noted in his diary, "I never dreamed of retreating over the same mountainous trail through the jungle we crossed with such enthusiasm... we haven't eaten in three days and even walking is difficult. On the up hill my body swayed around unable to walk. I must rest every two meters." Leading elements of the 2nd Division reached the 17th Army headquarters area at Kokumbona, west of the Matanikau on 4 November. The same day, Shoji's unit reached Koli Point and made camp. Decimated by battle deaths, combat injuries, malnutrition, and tropical diseases, the 2nd Division was incapable of further offensive action and would fight as a defensive force for the rest of the campaign. Later in November, U.S. forces drove Shoji's soldiers from Koli Point back to the Kokumbona area, with a battalion-sized Marine patrol attacking and harassing them almost the entire way. Only about 700 of Shoji's original 3,000 men ultimately returned to Kokumbona. ### Battle of the Santa Cruz Islands At the same time that Hyakutake's troops were attacking the Lunga perimeter, Japanese warships under the overall direction of Isoroku Yamamoto moved into a position near the southern Solomon Islands. From this location, the Japanese naval forces hoped to engage and decisively defeat any Allied (primarily U.S.) naval forces, especially carrier forces, that responded to Hyakutake's ground offensive. Allied naval carrier forces in the area, now under the command of William Halsey, Jr. who had replaced Ghormley, also hoped to meet the Japanese naval forces in battle. The two opposing carrier forces confronted each other on the morning of October 26, in what became known as the Battle of the Santa Cruz Islands. After an exchange of carrier air attacks, Allied surface ships retreated from the battle area with the loss of one carrier sunk and another heavily damaged. The participating Japanese carrier forces, however, also retreated because of high aircraft and aircrew losses and significant damage to two carriers. This was a tactical victory for the Japanese in terms of ships sunk and damaged, but the loss of veteran aircrews was a long-term strategic advantage for the Allies, whose aircrew losses in the battle were relatively low. ### Later events Although the Japanese Army's attack on the Allied Lunga perimeter was decisively defeated in this battle, the Japanese were not yet ready to give up the struggle for Guadalcanal. The Japanese Army and navy made immediate plans to move the rest of the 38th Division to the island, along with the 51st Infantry Division, to try a further offensive against Henderson Field in November 1942. The Japanese again planned to bombard Henderson Field with battleships in order to allow a convoy of transport ships to deliver the 38th's troops and heavy equipment. In contrast, however, to what occurred on 14 October, this time the U.S. Navy moved to intercept the battleship forces sent by Yamamoto from Truk to shell the airfield. During the ensuing Naval Battle of Guadalcanal from 13 to 15 November, Allied naval and air forces turned back two Japanese attempts to bombard Henderson Field and almost completely destroyed the transport convoy carrying the remainder of the 38th Division. After this failure to deliver significant additional troops to the island, the Japanese commanders finally conceded defeat in the battle for Guadalcanal and evacuated most of their surviving troops by the first week of February 1943. Building on their success at Guadalcanal and elsewhere, the Allies continued their island-hopping campaign against Japan, culminating in Japan's surrender and the end of World War II.
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Eve (American TV series)
1,173,659,772
American sitcom (2003-2006)
[ "2000s American black sitcoms", "2003 American television series debuts", "2006 American television series endings", "English-language television shows", "Television series by Warner Bros. Television Studios", "Television shows set in Miami", "UPN original programming" ]
Eve is an American sitcom created by Meg DeLoatch that originally aired for three seasons on UPN from September 15, 2003 to May 11, 2006. Featuring an ensemble cast consisting of Eve, Jason George, Ali Landry, Natalie Desselle-Reid, Brian Hooks, and Sean Maguire, the show revolves around two sets of male and female friends attempting to navigate relationships with the opposite sex. The executive producers were Robert Greenblatt and David Janollari; the series was produced by The Greenblatt/Janollari Studio and Mega Diva Inc. in association with Warner Bros. Television for UPN. The series was developed as a vehicle for Eve under the working title The Opposite Sex; UPN executives approached the rapper about a television project after the success of fellow musician Brandy in another of the network's sitcoms, Moesha. Eve's series was created as part of the network's attempt to appeal to a younger demographic. After being picked up, the show was renamed Eve to attract the rapper's fans. It was set in Miami, but filmed at Sunset Gower Studios in Hollywood. Eve has stated that she was intimidated at first by the process of preparing for and filming a sitcom, and she would later regret not fully committing to her character. The show aired on UPN in its original run, and later on TV One. UPN had promoted Eve as part of its new comedy block, one of four new comedies developed by the network. Eve suffered low viewership in spite of its high ratings among young African-American women; it was canceled following UPN's merger with The WB Television Network (The WB) to launch The CW in 2006. The series' cancellation, along with that of other black sitcoms, was criticized by media outlets for reducing representation of African-American characters and the number of roles for African-American actors on television. Critical response to Eve was mixed; some praised its inclusion as a part of UPN's line-up of black sitcoms, but others felt Eve lacked charisma, and that the series was inferior to its contemporaries. Despite the mixed reception, the show and its star received several award nominations. The series was later released on the iTunes Store, Amazon Video, and HBO Max. ## Premise and characters Eve revolves around Miami fashion designer Shelly Williams (Eve), "a woman whose fashion career is on the move but whose love life is a work in progress". At the start of the series, Shelly has been unable to find a suitable partner for ten months. She begins an on and off relationship with physical therapist J.T. Hunter (Jason George), which is nearly derailed when he cries while they watch Casablanca on their first date. Both characters turn to two of their close friends for advice on the opposite sex, love, and relationships. Shelly frequently looks for advice from former model Rita Lefleur (Ali Landry) and married friend Janie Egins (Natalie Desselle-Reid), while J.T. finds support in his best friends, nightclub manager Donovan Brink (Sean Maguire), and IRS worker Nick Dalaney (Brian Hooks). Episodes typically depict the friends' comedic and romantic adventures and career issues, such as Shelly, Rita, and Janie working together at their Miami-based fashion boutique DivaStyle, and J.T. applying to colleges. The six characters each have many dates and serious relationships, and the series can be viewed as an extension of the concept of "the battle of the sexes" for its equal representation of both male and female viewpoints on the matter. Janie serves as Shelly's voice of reason, while Rita encourages her to be more impulsive with dating. They often disagree with one another on the best way for Shelly to approach her love life. Rita, Janie, Nick, and Donovan are typically shown caught in the middle of Shelly and J.T.'s miscommunications. Even though Shelly and J.T.'s relationship is the predominant storyline, the series does explore the relationships of its supporting cast; Donovan and Rita date each other, and the quite-selective Nick attempts to find the perfect partner. Donovan owns the Z Lounge, which is described as "one of Miami's hottest clubs" and serves as one of the places where the group often meets. Other frequently recurring characters include Shelly's younger love interest Grant (Sharif Atkins), Janie's husband Marty (Reggie Gaskins), and Shelly's mother Beverly (Penny Johnson Jerald). Several celebrities also make cameo appearances on the show, including Queen Latifah, Missy Elliott, Brooke Burke, Vivica A. Fox, and Cedric the Entertainer. ## Episodes ### Season 1 The first season introduces the six main characters: Shelly, J.T., Rita, Janie, Nick, and Donovan. Shelly runs the fashion boutique DivaStyle with her friends Janie and Rita. She pursues a relationship with J.T., only to discover he is afraid of commitment and exhibits some chauvinistic behavior. Their relationship is often tested by frequent misunderstandings. Nick wants to find his ideal partner, but his attempts are typically thwarted as he is very particular about women. Even though his relationship with a woman named Dani appears to be successful, they soon break up. Donovan finds himself romantically attracted to Rita, but he resists the temptation out of fear of ruining their friendship. ### Season 2 Shelly and J.T. break up at the beginning of the second season and pursue a friends with benefits relationship. After discovering that she is bankrupt, Rita moves in with Janie to save money. She also begins a relationship with Donovan. When Janie becomes annoyed with Rita for staying at her home for an extended period, Rita persuades J.T. and Nick to let her stay with them instead. Shelly finds herself attracted to a younger man, and J.T. becomes jealous, realizing that he is in love with her. In the season finale, both men propose to Shelly. At the same time, Donovan's application for residency is rejected, and the friends prepare for his return to England. ### Season 3 In the third-season premiere, Shelly accepts J.T.'s marriage proposal. Donovan gets a work visa after finding a job selling makeup products for a British company. Shelly and J.T. break up again, resolving to remain just friends. J.T. pursues a career in medicine and enrolls in the Miami State Medical School. He finds out that college is more difficult than he'd expected, and struggles with his classes and finances. During the spring, Rita and Donovan rekindle their relationship, and she buys her own apartment. In the series finale, Beverly finally admits to Yusef, Shelly's father, that she is carrying his child; Shelly questions his ability to be a father again. The series ends in a cliffhanger, with Janie, Rita, and Donovan arrested for illegally selling BOTOX at DivaStyle. ## Background ### Conception United Paramount Network (UPN) executives approached Eve about developing a television project following her performance of her rap single "Gangsta Lovin'" (2002) at an event marking the channel's 2002 season premieres. The network had pitched the idea to her prior to her appearances in the 2002 films XXX and Barbershop. Following their release, UPN renewed its interest in pursuing a series with Eve. She had developed the main premise behind the sitcom, in which she would star as a fashion designer with a supporting multi-ethnic ensemble. The show's creation was credited to television producer Meg DeLoatch. UPN executives designed the series as a vehicle for Eve following the positive response to fellow musician Brandy in another UPN sitcom, Moesha. Eve accepted the role as a way to showcase a different side of her personality that was unexplored in her music. Her co-star Jason George commented that the show allowed the audience to see Eve as more than a hardcore rap artist, saying: "The part that people know the least about her comes across most in this show: There's a seriously girlie girl side to her." DeLoach emphasized the difference between Eve and her character Shelly Williams by saying, "She's bringing so much of herself to the role of Shelly but she's playing a character. Some of the things Shelly does aren't necessarily what Eve would do." To further distinguish herself as an actor, Eve decided against performing the show's theme song. Publicized as the Untitled Eve Project in an early press release, the series had the working title The Opposite Sex before it was changed to reflect Eve's status as the star. She initially resisted the change and felt that The Opposite Sex was a stronger choice, but described it as a "corporate decision." According to her, UPN executives explained that the title would better attract the rapper's fans. They also felt that the audience would not be confused by the title Eve, despite Eve playing a character named Shelly. After the title was established, the show's premise was modified slightly, but remained centered around male and female friends discussing their love lives, and navigating their relationships with the opposite sex. While Eve described the series as "the PG version of Sex and the City", DeLoatch promoted Eve as unique for incorporating both male and female perspectives on dating and love. She further described the sitcom as "focus[ing] on one relationship and follow[ing] all of the ups and downs in it," with the purpose of "showing the male and female points of view." To achieve this goal, DeLoatch included male writers in the discussions of potential episodes and storylines to get their input. ### Production and filming Production was handled by The Greenblatt/Janollari Studio, Mega Diva Inc, and Warner Bros. Television. Robert Greenblatt and David Janollari served as the series' executive producers. DeLoatch, Troy Carter, David Duclon, and Eve also contributed to the series as co-executive producers. Rapper Missy Elliott wrote and performed the theme song, which was produced by Soul Diggaz. Eve was one of four new comedies developed by UPN for the 2003–04 television season, as part of a "new comedy block" including All of Us, Rock Me Baby, and The Mullets. A writer from Today described UPN's enlistment of Eve into a comedy as an example of the network's attempt to form its own identity through targeting a younger, multi-ethnic audience. In his book TV-a-Go-Go: Rock on TV from American Bandstand to American Idol, Jake Austen identified Eve as part of a trend in which musicians were prominently featured as the stars of television programs; he cited Brandy's role in Moesha and Queen Latifah on Living Single as two other examples. By the time the series was officially announced during UPN's broadcast upfront presentations, Ali Landry, Natalie Desselle-Reid, and Brian Hooks were confirmed in the roles of Rita, Janie, and Nick, respectively. Bumper Robinson was originally slated to portray J.T., but was replaced by Jason George for undisclosed reasons. The role of Donovan was also recast, with original actor Eddie McClintock removed in favor of Sean Maguire. The supporting cast of Landry, Desselle-Reid, Hooks, and Maguire were described by Tom Jicha of the Sun-Sentinel as "peripheral," since they were written to "servic[e] the highs and lows of the romance between Shelly and J.T." With Shelly and J.T.'s relationship as the heart of the sitcom, Janollari expressed hopes that the episodes would follow them "from their meeting in the pilot, through the steps of a normal relationship, all the way, hopefully to marriage." In 2006, TV One began broadcasting the series as part of an agreement with Warner Bros. Domestic Cable Distribution. Along with All of Us, Eve marked the first time in which the channel acquired the rights for shows that were currently airing on network television. Even though the show was set in Miami, filming took place at Sunset Gower Studios in Hollywood. Stock exterior shots of Miami were used for the opening credits and transitions between scenes. The series was filmed with a multiple-camera setup, with each episode running 20 to 22 minutes, excluding commercials. Eve said she was initially intimidated by the amount of work required to prepare for and film a television series. During an interview with Billboard, she explained that while filming the first season she felt like she "just wanted to leave because there was so much to learn, it's just a different world". Since she found comedy to be challenging due to the "certain beats you have to learn," Eve hired two acting coaches to help improve her timing. One of her coaches was Chip Fields, who visited the show's set to offer Eve acting advice. During the development of the second season, Eve viewed the set as her home, and felt the process was easier, having grown closer to the cast and crew. In a 2016 interview with Grazia, she revealed her regret at not fully committing herself to her character and the series. She explained: "I was the youngest person on set, and was clubbing in between being on set and learning my lines. I look back and wish I was more dedicated. But I learned from it." ### Cancellation The show, as well as a majority of UPN's programs, was officially canceled when the network merged with The WB Television Network (The WB) to form The CW in 2006. Fern Gillespie of The Crisis was critical of UPN's decision to cancel the series given how the network, "in one swoop, wiped out five of its eight African-American comedies" with the creation of The CW. Gillespie expressed disappointment at the lack of African American sitcoms on the three major networks, saying: "Without that opportunity for some of the younger artists to hone and develop their skills, it will potentially have a generational impact." IndieWire's Dara T. Mathis identified Eve as an example of UPN's notable black sitcoms, and equated the cancellations of a majority of UPN's comedies as a sign that the genre was in a state of decline. Critic Tim Goodman noted that Eve was one of six shows "geared for an African-American audience," featuring "an African-American lead actress," that were canceled during the merger. He viewed these cancellations as a sign of networks "eliminat[ing] niche programming". Julian Kimble of Complex included Eve on a list of programs that "are often forgotten about," alongside other UPN sitcoms Half & Half and All of Us. The series has not been made available on Blu-ray or DVD, but it was released on the iTunes Store, Amazon Video, and HBO Max. ## Reception ### Critical response Eve has received mixed feedback since its first broadcast. Melanie McFarland of the Seattle Post-Intelligencer praised the changes made during the show's development, and highlighted Maguire as the standout. In reference to its transformation from the pilot, she described Eve as the "Eliza Doolittle of UPN comedies." The supporting cast was praised by David Hinckely of the New York Daily News, who wrote that they "form an entertaining and appropriately neurotic chorus behind Eve's relationship dance." Eve was compared to the UPN comedy Girlfriends by The New York Times' Alessandra Stanley, who regarded Eve as an appropriate lead with "an appealingly tough edge that matches the paw-print tattoos on her chest." Brian Josephs of Spin shared positive memories of African-American television shows on UPN, identifying Monday nights on the network as the place "where Eve transformed from Ruff Ryder to sitcom actress." Eve was listed by scholar Jake Austen as one of the shows "that emerged in the wake of the civil rights era" that served as "a dynamic showcase for black creativity." Tom Jicha provided a less enthusiastic review, stating that Eve was "just another cookie-cutter sitcom." Eve drew criticism for its formulaic writing and the lead's performance. The show was included on a list by Ebony'''s Kevin L. Clark profiling the top ten worst black television shows of all time. Clark was critical of the episodes' titles, such as "Condom Mania," "She Snoops to Conquer," and "Porn Free," and wrote that they indicated an overuse of "outrageous clichés that boob-tube audiences would come to know and love once reality TV hit its boon." Arianna Davis of Refinery29 negatively compared Eve to 1990s black sitcoms, and determined that it was a part of the "rollout of campy shows ... that felt less like purposeful programming and more like cheap attempts at copying a successful advertising model." The Los Angeles Times' Mimi Avins felt that the show lacked the spark and the writing quality of Sex and the City, identifying Eve as its weakest link. She felt that Eve did not show "the acting ability or high-voltage charisma that vaulted Will Smith from rapper to television star" in The Fresh Prince of Bel-Air. During her review of the pilot episode, Melanie McFarland wrote that the sitcom lacked any potential due to Eve's poor performance on top of the "[t]errible scenery, cheap costumes, and a few glaring miscasts." Eve's decision to distance the series from her identity as a rapper was questioned by Roger Catlin of the Hartford Courant, who felt that the character of Shelly could have used "the personality charge" from Eve's life. Despite finding Eve a charismatic presence, Catlin felt that her acting, along with that of Ali Landry, was poorly developed. Echoing Catlin's assessment, the San Francisco Gate's Tim Goodman was critical of Eve's and Landry's performances. Goodman also wrote that the show was an example of "the worst writing on television," citing its homophobic jokes and its reliance on clichés. ### Accolades In spite of mixed reception from television critics, the show, and Eve's performance, received several award nominations. In 2004, the show was nominated for the Teen Choice Award for Choice Breakout TV Show. Eve was also nominated for Choice TV Actress: Comedy in the same year. Eve was nominated again for the Teen Choice Award for Choice TV Actress: Comedy in 2005. She also received two nominations for the Blimp Award for Favorite Television Actress during the 2005 and 2006 Kid's Choice Awards. Eve earned a nomination for the 2005 Image Award for Outstanding Actress in a Comedy Series, and the 2005 BET Awards Comedy Award for Outstanding Lead Actress in a Comedy Series. ### Ratings The table below shows Eve's ratings in the United States. "Rank" refers to how well Eve rated compared to other television series that aired during prime time hours of the corresponding television season. It is shown in relation to the total number of series airing on the then-six major English-language networks in a given season. "Viewers" refers to the average number of viewers for all original episodes broadcast during the television season in the series' regular time slot. The "season premiere" is the date that the first episode of the season aired, and the "season finale" is the date that the final episode of the season aired. According to The A.C. Nielsen Company, the show achieved high ratings among "Latina adolescents Ages 12–17," and earned 3.8 million viewers in that demographic in 2005. It was the second-highest UPN sitcom in the category, with only Everybody Hates Chris'' ranking above it in this demographic.
17,481,556
Bal des Ardents
1,164,074,887
Masquerade ball held on 28 January 1393 in Paris
[ "1390s in France", "1393 in Europe", "14th century in Paris", "European court festivities", "French royal court", "Masquerade balls", "Scandals in France" ]
The Bal des Ardents (Ball of the Burning Men) or the Bal des Sauvages (Ball of the Wild Men), was a masquerade ball held on 28 January 1393 in Paris at which Charles VI of France performed in a dance with five members of the French nobility. Four of the dancers were killed in a fire caused by a torch brought in by Charles's brother Louis I, Duke of Orléans. The ball was one of a series of events organised to entertain the king, who the previous summer had suffered an attack of insanity. The event undermined confidence in Charles' capacity to rule; Parisians considered it proof of courtly decadence and threatened to rebel against the more powerful members of the nobility. The public's outrage forced the king and his brother Orléans, whom a contemporary chronicler accused of attempted regicide and sorcery, to offer penance for the event. Charles's wife, Isabeau of Bavaria, held the ball to honor the remarriage of a lady-in-waiting. Scholars believe the dance performed at the ball had elements of traditional charivari, with the dancers disguised as wild men, mythical beings often associated with demonology, that were commonly represented in medieval Europe and documented in revels of Tudor England. The event was chronicled by contemporary writers such as the Monk of St Denis and Jean Froissart, and illustrated in a number of 15th-century illuminated manuscripts by painters such as the Master of Anthony of Burgundy. The incident later provided inspiration for Edgar Allan Poe's short story Hop-Frog. ## Background In 1380, after the death of his father Charles V of France, the 12-year-old Charles VI was crowned king, beginning his minority with his four uncles acting as regents. Within two years one of them, Philip of Burgundy, described by historian Robert Knecht as "one of the most powerful princes in Europe", became sole regent to the young king after Louis of Anjou pillaged the royal treasury and departed to campaign in Italy; Charles' other two uncles, John of Berry and Louis of Bourbon, showed little interest in governing. In 1387, the 20-year-old Charles assumed sole control of the monarchy and immediately dismissed his uncles and reinstated the Marmousets, his father's traditional counselors. Unlike his uncles, the Marmousets wanted peace with England, less taxation, and a strong, responsible central government—policies that resulted in a negotiated three-year truce with England, and the Duke of Berry being stripped of his post as governor of Languedoc because of his excessive taxation. In 1392, Charles suffered the first in a lifelong series of attacks of insanity, manifested by an "insatiable fury" at the attempted assassination of the Constable of France and leader of the Marmousets, Olivier de Clisson—carried out by Pierre de Craon but orchestrated by John IV, Duke of Brittany. Convinced that the attempt on Clisson's life was also an act of violence against himself and the monarchy, Charles quickly planned a retaliatory invasion of Brittany with the approval of the Marmousets, and within months departed Paris with a force of knights. On a hot August day outside Le Mans, accompanying his forces on the way to Brittany, without warning Charles drew his weapons and charged his own household knights including his brother Louis I, Duke of Orléans—with whom he had a close relationship—crying, "Forward against the traitors! They wish to deliver me to the enemy!" He killed four men before his chamberlain grabbed him by the waist and subdued him, after which he fell into a coma that lasted for four days. Few believed he would recover; his uncles, the dukes of Burgundy and Berry, took advantage of the King's illness and quickly seized power, re-established themselves as regents, and dissolved the Marmouset council. The comatose king was returned to Le Mans, where Guillaume de Harsigny—a venerated and well-educated 92-year-old physician—was summoned to treat him. After Charles regained consciousness and his fever subsided, he was returned to Paris by Harsigny, moving slowly from castle to castle with periods of rest in between. Late in September Charles was well enough to make a pilgrimage of thanks to Notre Dame de Liesse near Laon after which he returned again to Paris. Charles' sudden onset of insanity was seen by some as a sign of divine anger and punishment, and by others as the result of sorcery; modern historians such as Knecht speculate that Charles might have been experiencing the onset of paranoid schizophrenia. Charles continued to be mentally fragile, believing he was made of glass, and according to historian Desmond Seward, running "howling like a wolf down the corridors of the royal palaces". Contemporary chronicler Jean Froissart wrote that the king's illness was so severe that he was "far out of the way; no medicine could help him". During the worst of his illness Charles was unable to recognize his wife, Isabeau of Bavaria, demanding her removal when she entered his chamber, but after his recovery Charles made arrangements for her to hold guardianship of their children. Isabeau eventually became guardian to her son, the future Charles VII of France (b. 1403), granting her great political power and ensuring a place on the council of regents in the event of a relapse. In A Distant Mirror: The Calamitous 14th Century, the historian Barbara Tuchman writes that the physician Harsigny, refusing "all pleas and offers of riches to remain", left Paris and ordered the courtiers to shield Charles from the duties of government and leadership. He told the king's advisors to "be careful not to worry or irritate him .... Burden him with work as little as you can; pleasure and forgetfulness will be better for him than anything else." To surround Charles with a festive atmosphere and to protect him from the rigor of governing, the court turned to elaborate amusements and extravagant fashions. Isabeau and her sister-in-law Valentina Visconti, Duchess of Orléans, wore jewel-laden dresses and elaborate braided hairstyles coiled into tall shells and covered with wide double hennins that reportedly required doorways to be widened to accommodate them. The common people thought the extravagances excessive yet loved their young king, whom they called Charles le bien-aimé (the well-beloved). Blame for unnecessary excess and expense was directed at the foreign queen, who was brought from Bavaria at the request of Charles' uncles. Neither Isabeau nor her sister-in-law Valentina—daughter of the ruthless Duke of Milan—were well liked by either the court or the people. Froissart wrote in his Chronicles that Charles' uncles were content to allow the frivolities because "so long as the Queen and the Duc d'Orléans danced, they were not dangerous or even annoying". ## Bal des Ardents and aftermath On 28 January 1393, Isabeau held a masquerade at the Hôtel Saint-Pol to celebrate the third marriage of her lady-in-waiting, Catherine de Fastaverin. Tuchman explains that a widow's remarriage was traditionally an occasion for mockery and tomfoolery, often celebrated with a charivari characterized by "all sorts of licence, disguises, disorders, and loud blaring of discordant music and clanging of cymbals". On the suggestion of Huguet de Guisay, whom Tuchman describes as well known for his "outrageous schemes" and cruelty, six young men, including Charles VI, performed a dance in costume as wood savages. The costumes, which were sewn onto the men, were made of linen soaked with resin to which flax was attached "so that they appeared shaggy and hairy from head to foot". Masks made of the same materials covered the dancers' faces and hid their identities from the audience. Some chronicles report that the dancers were bound together by chains. Most of the audience were unaware that Charles was among the dancers. Strict orders forbade the lighting of hall torches and prohibited anyone from entering the hall with a torch during the performance, to minimize the risk of the highly flammable costumes catching fire. According to historian Jan Veenstra the men capered and howled "like wolves", spat obscenities and invited the audience to guess their identities while dancing in a "diabolical" frenzy. Charles's brother Orléans arrived with Philippe de Bar, late and drunk, and they entered the hall carrying lit torches. Accounts vary, but Orléans may have held his torch above a dancer's mask to determine his identity when a spark fell, setting fire to the dancer's leg. In the 17th century, William Prynne wrote of the incident that "the Duke of Orleance ... put one of the Torches his servants held so neere the flax, that he set one of the Coates on fire, and so each of them set fire on to the other, and so they were all in a bright flame", whereas a contemporary chronicle stated that he "threw" the torch at one of the dancers. Isabeau, knowing that her husband was one of the dancers, fainted when the men caught fire. Charles, however, was standing at a distance from the other dancers, near his 15-year-old aunt Joan, Duchess of Berry, who swiftly threw her voluminous skirt over him to protect him from the sparks. Sources disagree as to whether the duchess moved into the dance and drew the king aside to speak to him, or whether the king moved away toward the audience. Froissart wrote that "The King, who proceeded ahead of [the dancers], departed from his companions ... and went to the ladies to show himself to them ... and so passed by the Queen and came near the Duchess of Berry". The scene soon descended into chaos; the dancers shrieked in pain as they burned in their costumes, and the audience, many of them also sustaining burns, screamed as they tried to rescue the burning men. The event was chronicled in uncharacteristic vividness by the Monk of St Denis, who wrote that "four men were burned alive, their flaming genitals dropping to the floor ... releasing a stream of blood". Only two dancers survived: the king, thanks to the quick reactions of the Duchess of Berry, and the Sieur de Nantouillet, who jumped into an open vat of wine and remained there until the flames were extinguished. The Count of Joigny died at the scene; Yvain de Foix, son of Gaston Fébus, Count of Foix, and Aimery of Poitiers, son of the Count of Valentinois, lingered with painful burns for two days. The instigator of the affair, Huguet de Guisay, survived a day longer, described by Tuchman as bitterly "cursing and insulting his fellow dancers, the dead and the living, until his last hour." The citizens of Paris, angered by the event and at the danger posed to their monarch, blamed Charles' advisors. A "great commotion" swept through the city as the populace threatened to depose the king's uncles and kill dissolute and depraved courtiers. Greatly concerned at the popular outcry and worried about a repeat of the Maillotin revolt of the previous decade—when Parisians armed with mallets turned against tax collectors—Charles' uncles persuaded the court to do penance at Notre Dame Cathedral, preceded by an apologetic royal progress through the city in which the king rode on horseback with his uncles walking in humility. Orléans, who was blamed for the tragedy, donated funds in atonement for a chapel to be built at the Celestine monastery. Froissart's chronicle of the event places blame directly on Orléans. He wrote: "And thus the feast and marriage celebrations ended with such great sorrow ... [Charles] and [Isabeau] could do nothing to remedy it. We must accept that it was no fault of theirs but of the duke of Orléans." Orléans' reputation was severely damaged by the event, compounded by an episode a few years earlier in which he was accused of sorcery after hiring an apostate monk to imbue a ring, dagger and sword with demonic magic. The theologian Jean Petit later testified that Orléans practiced sorcery, and that the fire at the dance represented a failed attempt at regicide made in retaliation for Charles' attack the previous summer. The Bal des Ardents added to the impression of a court steeped in extravagance, with a king in delicate health and unable to rule. Charles' attacks of illness increased in frequency such that by the end of the 1390s his role was merely ceremonial. By the early 15th century he was neglected and often forgotten, a lack of leadership that contributed to the decline and fragmentation of the Valois dynasty. In 1407, Philip of Burgundy's son, John the Fearless, had his cousin Orléans assassinated because of "vice, corruption, sorcery, and a long list of public and private villainies"; at the same time Isabeau was accused of having been the mistress of her husband's brother. Orléans' assassination pushed the country into a civil war between the Burgundians and the Orléanists (known as the Armagnacs) which lasted for several decades. The vacuum created by the lack of central power and the general irresponsibility of the French court resulted in it gaining a reputation for lax morals and decadence that endured for more than 200 years. ## Folkloric and Christian representations of wild men Veenstra writes in Magic and Divination at the Courts of Burgundy and France that the Bal des Ardents reveals the tension between Christian beliefs and the latent paganism that existed in 14th-century society. According to him, the event "laid bare a great cultural struggle with the past but also became an ominous foreshadowing of the future." Wild men or savages—usually depicted carrying staves or clubs, living beyond the bounds of civilization without shelter or fire, lacking feelings and souls—were then a metaphor for man without God. Common superstition held that long-haired wild men, known as lutins, who danced to firelight either to conjure demons or as part of fertility rituals, lived in mountainous areas such as the Pyrenees. In some village charivaris at harvest or planting time dancers dressed as wild men, to represent demons, were ceremonially captured and then an effigy of them was symbolically burnt to appease evil spirits. The church, however, considered these rituals pagan and demonic. Veenstra explains that it was believed that by dressing as wild men, villagers ritualistically "conjured demons by imitating them"—although at that period penitentials forbade a belief in wild men or an imitation of them, such as the costumed dance at Isabeau's event. In folkloric rituals the "burning did not happen literally but in effigie", he writes, "contrary to the Bal des Ardents where the seasonal fertility rite had watered down to courtly entertainment, but where burning had been promoted to a dreadful reality." A 15th-century chronicle describes the Bal des Ardents as una corea procurance demone ("a dance to ward off the devil"). Because remarriage was often thought to be a sacrilege—common belief was that the sacrament of marriage extended beyond death—it was censured by the community. Thus the purpose of the Bal des Ardents was twofold: to entertain the court and to humiliate and rebuke Isabeau's lady-in-waiting—in an inherently pagan manner, which the Monk of St Denis seemed to dislike. A ritual burning on the wedding night of a woman who was remarrying had Christian origins as well, according to Veenstra. The Book of Tobit partly concerns a woman who had seven husbands murdered by the demon Asmodeus; she is eventually freed of the demon by the burning of the heart and liver of a fish. The event also may have served as a symbolic exorcism of Charles's mental illness at a time when magicians and sorcerers were commonly consulted by members of the court. In the early 15th century, ritual burning of evil, demonic, or Satanic forces was not uncommon as shown by Orléans's later persecution of the King's physician Jehan de Bar, who was burned to death after confessing, under torture, to practicing sorcery. ## Chronicles The death of four members of the nobility was sufficiently important to ensure that the event was recorded in contemporary chronicles, most notably by Froissart and the Monk of St Denis, and subsequently illustrated in a number of copies of illuminated manuscripts. While the two main chroniclers agree on essential points of the evening—the dancers were dressed as wild men, the king survived, one man fell into a vat, and four of the dancers died—there are discrepancies in the details. Froissart wrote that the dancers were chained together, which is not mentioned in the monk's account. Furthermore, the two chroniclers are at odds regarding the purpose of the dance. According to the historian Susan Crane, the monk describes the event as a wild charivari with the audience participating in the dance, whereas Froissart's description suggests a theatrical performance without audience participation. Froissart wrote about the event in Book IV of his Chronicles (covering the years 1389 to 1400), an account described by scholar Katerina Nara as full of "a sense of pessimism", as Froissart "did not approve of all he recorded". Froissart blamed Orléans for the tragedy, and the monk blamed the instigator, de Guisay, whose reputation for treating low-born servants like animals earned him such universal hatred that "the Nobles rejoiced at his agonizing death". The monk wrote of the event in the Histoire de Charles VI (History of Charles VI), covering about 25 years of Charles' reign. He seemed to disapprove on the grounds that the event broke social mores and the king's conduct was unbecoming, whereas Froissart described it as a celebratory event. Scholars are unsure whether either chronicler was present that evening. According to Crane, Froissart wrote of the event about five years later, and the monk about ten. Veenstra speculates that the monk may have been an eyewitness (as he was for much of Charles' reign) and that his account is the more accurate of the two. The monk's chronicle is generally accepted as essential for understanding the king's court, however his neutrality may have been affected by his pro-Burgundian and anti-Orléanist stance, causing him to depict the royal couple in a negative manner. A third account was written in the mid-15th century by Jean Juvenal des Ursins in his biography of Charles, L'Histoire de Charles VI: roy de France, not published until 1614. The Froissart manuscript dating from between 1470 and 1472 from the Harleian Collection held at the British Library includes a miniature depicting the event, titled "Dance of the Wodewoses", attributed to an unknown painter referred to as the Master of the Harley Froissart. A slightly later edition of Froissart's Chronicles, dated to around 1480, contains a miniature of the event, "Fire at a Masked Dance", also attributed to an unidentified early Netherlandish painter known as the Master of the Getty Froissart. The 15th-century Gruuthuse manuscript of Froissart's Chronicles, held at the Bibliothèque nationale de France, has a miniature of the event. Another edition of Froissart's Chronicles published in Paris around 1508 may have been made expressly for Maria of Cleves. The edition has 25 miniatures in the margins; the single full-page illustration is of the Bal des Ardents.
26,463
Rigel
1,170,435,276
Star in the constellation Orion
[ "Alpha Cygni variables", "Arabic words and phrases", "B-type main-sequence stars", "B-type supergiants", "Bayer objects", "Durchmusterung objects", "Flamsteed objects", "Henry Draper Catalogue objects", "Hipparcos objects", "Multiple star systems", "Orion (constellation)" ]
Rigel is a blue supergiant star in the constellation of Orion. It has the Bayer designation β Orionis, which is Latinized to Beta Orionis and abbreviated Beta Ori or β Ori. Rigel is the brightest and most massive component – and the eponym – of a star system of at least four stars that appear as a single blue-white point of light to the naked eye. This system is located at a distance of approximately 860 light-years (260 pc) from the Sun. A star of spectral type B8Ia, Rigel is calculated to be anywhere from 61,500 to 363,000 times as luminous as the Sun, and 18 to 24 times as massive, depending on the method and assumptions used. Its radius is more than seventy times that of the Sun, and its surface temperature is 12,100 K. Due to its stellar wind, Rigel's mass-loss is estimated to be ten million times that of the Sun. With an estimated age of seven to nine million years, Rigel has exhausted its core hydrogen fuel, expanded, and cooled to become a supergiant. It is expected to end its life as a type II supernova, leaving a neutron star or a black hole as a final remnant, depending on the initial mass of the star. Rigel varies slightly in brightness, its apparent magnitude ranging from 0.05 to 0.18. It is classified as an Alpha Cygni variable due to the amplitude and periodicity of its brightness variation, as well as its spectral type. Its intrinsic variability is caused by pulsations in its unstable atmosphere. Rigel is generally the seventh-brightest star in the night sky and the brightest star in Orion, though it is occasionally outshone by Betelgeuse, which varies over a larger range. A triple-star system is separated from Rigel by an angle of 9.5 arc seconds. It has an apparent magnitude of 6.7, making it 1/400th as bright as Rigel. Two stars in the system can be seen by large telescopes, and the brighter of the two is a spectroscopic binary. These three stars are all blue-white main-sequence stars, each three to four times as massive as the Sun. Rigel and the triple system orbit a common center of gravity with a period estimated to be 24,000 years. The inner stars of the triple system orbit each other every 10 days, and the outer star orbits the inner pair every 63 years. A much fainter star, separated from Rigel and the others by nearly an arc minute, may be part of the same star system. ## Nomenclature In 2016, the International Astronomical Union (IAU) included the name "Rigel" in the IAU Catalog of Star Names. According to the IAU, this proper name applies only to the primary component A of the Rigel system. In historical astronomical catalogs, the system is listed variously as H II 33, Σ 668, β 555, or ADS 3823. For simplicity, Rigel's companions are referred to as Rigel B, C, and D; the IAU describes such names as "useful nicknames" that are "unofficial". In modern comprehensive catalogs, the whole multiple star system is known as WDS 05145-0812 or CCDM 05145–0812. The designation of Rigel as β Orionis (Latinized to Beta Orionis) was made by Johann Bayer in 1603. The "beta" designation is commonly given to the second-brightest star in each constellation, but Rigel is almost always brighter than α Orionis (Betelgeuse). Astronomer James B. Kaler has speculated that Rigel was designated by Bayer during a rare period when it was outshone by the variable star Betelgeuse, resulting in the latter star being designated "alpha" and Rigel designated "beta". Bayer did not strictly order the stars by brightness, instead grouping them by magnitude. Rigel and Betelgeuse were both considered to be of the first magnitude class, and in Orion the stars of each class are thought to have been ordered north to south. Rigel is included in the General Catalogue of Variable Stars, but since it already has a Bayer designation it has no separate variable star designation. Rigel has many other stellar designations taken from various catalogs, including the Flamsteed designation 19 Orionis (19 Ori), the Bright Star Catalogue entry HR 1713, and the Henry Draper Catalogue number HD 34085. These designations frequently appear in the scientific literature, but rarely in popular writing. ## Observation Rigel is an intrinsic variable star with an apparent magnitude ranging from 0.05 to 0.18. It is typically the seventh-brightest star in the celestial sphere, excluding the Sun, although occasionally fainter than Betelgeuse. It is fainter than Capella, which may also vary slightly in brightness. Rigel appears slightly blue-white and has a B-V color index of −0.06. It contrasts strongly with reddish Betelgeuse. Culminating every year at midnight on 12 December, and at 9:00 pm on 24 January, Rigel is visible on winter evenings in the Northern Hemisphere and on summer evenings in the Southern Hemisphere. In the Southern Hemisphere, Rigel is the first bright star of Orion visible as the constellation rises. Correspondingly it is also the first star of Orion to set in most of the Northern Hemisphere. The star is a vertex of the "Winter Hexagon", an asterism that includes Aldebaran, Capella, Pollux, Procyon, and Sirius. Rigel is a prominent equatorial navigation star, being easily located and readily visible in all the world's oceans (the exception is the area north of the 82nd parallel north). ### Spectroscopy Rigel's spectral type is a defining point of the classification sequence for supergiants. The overall spectrum is typical for a late B class star, with strong absorption lines of the hydrogen Balmer series as well as neutral helium lines and some of heavier elements such as oxygen, calcium, and magnesium. The luminosity class for B8 stars is estimated from the strength and narrowness of the hydrogen spectral lines, and Rigel is assigned to the bright supergiant class Ia. Variations in the spectrum have resulted in the assignment of different classes to Rigel, such as B8 Ia, B8 Iab, and B8 Iae. As early as 1888, the heliocentric radial velocity of Rigel, as estimated from the Doppler shifts of its spectral lines, was seen to vary. This was confirmed and interpreted at the time as being due to a spectroscopic companion with a period of about 22 days. The radial velocity has since been measured to vary by about 10 km/s around a mean of 21.5 km/s. In 1933, the Hα line in Rigel's spectrum was seen to be unusually weak and shifted 0.1 nm towards shorter wavelengths, while there was a narrow emission spike about 1.5 nm to the long wavelength side of the main absorption line. This is now known as a P Cygni profile after a star that shows this feature strongly in its spectrum. It is associated with mass loss where there is simultaneously emission from a dense wind close to the star and absorption from circumstellar material expanding away from the star. The unusual Hα line profile is observed to vary unpredictably. Around a third of the time it is a normal absorption line. About a quarter of the time it is a double-peaked line, that is, an absorption line with an emission core or an emission line with an absorption core. About a quarter of the time it has a P Cygni profile; most of the rest of the time the line has an inverse P Cygni profile, where the emission component is on the short wavelength side of the line. Rarely, there is a pure emission Hα line. The line profile changes are interpreted as variations in the quantity and velocity of material being expelled from the star. Occasional very high-velocity outflows have been inferred, and, more rarely, infalling material. The overall picture is one of large looping structures arising from the photosphere and driven by magnetic fields. ### Variability Rigel has been known to vary in brightness since at least 1930. The small amplitude of Rigel's brightness variation requires photoelectric or CCD photometry to be reliably detected. This brightness variation has no obvious period. Observations over 18 nights in 1984 showed variations at red, blue, and yellow wavelengths of up to 0.13 magnitudes on timescales of a few hours to several days, but again no clear period. Rigel's color index varies slightly, but this is not significantly correlated with its brightness variations. From analysis of Hipparcos satellite photometry, Rigel is identified as belonging to the Alpha Cygni class of variable stars, defined as "non-radially pulsating supergiants of the Bep–AepIa spectral types". In those spectral types, the 'e' indicates that it displays emission lines in its spectrum, while the 'p' means it has an unspecified spectral peculiarity. Alpha Cygni type variables are generally considered to be irregular or have quasi-periods. Rigel was added to the General Catalogue of Variable Stars in the 74th name-list of variable stars on the basis of the Hipparcos photometry, which showed variations with a photographic amplitude of 0.039 magnitudes and a possible period of 2.075 days. Rigel was observed with the Canadian MOST satellite for nearly 28 days in 2009. Milli-magnitude variations were observed, and gradual changes in flux suggest the presence of long-period pulsation modes. ### Mass loss From observations of the variable Hα spectral line, Rigel's mass-loss rate due to stellar wind is estimated be (1.5±0.4)×10<sup>−7</sup> solar masses per year (/yr)—about ten million times more than the mass-loss rate from the Sun. More detailed optical and K band infrared spectroscopic observations, together with VLTI interferometry, were taken from 2006 to 2010. Analysis of the Hα and Hγ line profiles, and measurement of the regions producing the lines, show that Rigel's stellar wind varies greatly in structure and strength. Loop and arm structures were also detected within the wind. Calculations of mass loss from the Hγ line give (9.4±0.9)×10<sup>−7</sup> /a in 2006-7 and (7.6±1.1)×10<sup>−7</sup> /a in 2009–10. Calculations using the Hα line give lower results, around 1.5×10<sup>−7</sup> /a. The terminal wind velocity is 300 km/s. It is estimated that Rigel has lost about three solar masses () since beginning life as a star of 24±3 seven to nine million years ago. ## Distance Rigel's distance from the Sun is somewhat uncertain, different estimates being obtained by different methods. The 2007 Hipparcos new reduction of Rigel's parallax is 3.78±0.34 mas, giving a distance of 863 light-years (265 parsecs) with a margin of error of about 9%. Rigel B, usually considered to be physically associated with Rigel and at the same distance, has a Gaia Data Release 3 parallax of 3.2352±0.0553 mas, suggesting a distance around 1,000 light-years (310 parsecs). However, the measurements for this object may be unreliable. Indirect distance estimation methods have also been employed. For example, Rigel is believed to be in a region of nebulosity, its radiation illuminating several nearby clouds. Most notable of these is the 5°-long IC 2118 (Witch Head Nebula), located at an angular separation of 2.5° from the star, or a projected distance of 39 light-years (12 parsecs) away. From measures of other nebula-embedded stars, IC 2118's distance is estimated to be 949 ± 7 light-years (291 ± 2 parsecs). Rigel is an outlying member of the Orion OB1 association, which is located at a distance of up to 1,600 light-years (500 parsecs) from Earth. It is a member of the loosely defined Taurus-Orion R1 Association, somewhat closer at 1,200 light-years (360 parsecs). Rigel is thought to be considerably closer than most of the members of Orion OB1 and the Orion Nebula. Betelgeuse and Saiph lie at a similar distance to Rigel, although Betelgeuse is a runaway star with a complex history and might have originally formed in the main body of the association. ## Stellar system The star system of which Rigel is a part has at least four components. Rigel (sometimes called Rigel A to distinguish from the other components) has a visual companion, which is likely a close triple-star system. A fainter star at a wider separation might be a fifth component of the Rigel system. William Herschel discovered Rigel to be a visual double star on 1 October 1781, cataloguing it as star 33 in the "second class of double stars" in his Catalogue of Double Stars, usually abbreviated to H II 33, or as H 2 33 in the Washington Double Star Catalogue. Friedrich Georg Wilhelm von Struve first measured the relative position of the companion in 1822, cataloguing the visual pair as Σ 668. The secondary star is often referred to as Rigel B or β Orionis B. The angular separation of Rigel B from Rigel A is 9.5 arc seconds to its south along position angle 204°. Although not particularly faint at visual magnitude 6.7, the overall difference in brightness from Rigel A (about 6.6 magnitudes or 440 times fainter) makes it a challenging target for telescope apertures smaller than 15 cm (6 in). At Rigel's estimated distance, Rigel B's projected separation from Rigel A is over 2,200 astronomical units (AU). Since its discovery, there has been no sign of orbital motion, although both stars share a similar common proper motion. The pair would have an estimated orbital period of 24,000 years. Gaia Data Release 2 (DR2) contains a somewhat unreliable parallax for Rigel B, placing it at about 1,100 light-years (340 parsecs), further away than the Hipparcos distance for Rigel, but similar to the Taurus-Orion R1 association. There is no parallax for Rigel in Gaia DR2. The Gaia DR2 proper motions for Rigel B and the Hipparcos proper motions for Rigel are both small, although not quite the same. In 1871, Sherburne Wesley Burnham suspected Rigel B to be a binary system, and in 1878, he resolved it into two components. This visual companion is designated as component C (Rigel C), with a measured separation from component B that varies from less than 0.1′′ to around 0.3′′. In 2009, speckle interferometry showed the two almost identical components separated by 0.124′′, with visual magnitudes of 7.5 and 7.6, respectively. Their estimated orbital period is 63 years. Burnham listed the Rigel multiple system as β 555 in his double star catalog or BU 555 in modern use. Component B is a double-lined spectroscopic binary system, which shows two sets of spectral lines combined within its single stellar spectrum. Periodic changes observed in relative positions of these lines indicate an orbital period of 9.86 days. The two spectroscopic components Rigel Ba and Rigel Bb cannot be resolved in optical telescopes but are known to both be hot stars of spectral type around B9. This spectroscopic binary, together with the close visual component Rigel C, is likely a physical triple-star system, although Rigel C cannot be detected in the spectrum, which is inconsistent with its observed brightness. In 1878, Burnham found another possibly associated star of approximately 13th magnitude. He listed it as component D of β 555, although it is unclear whether it is physically related or a coincidental alignment. Its 2017 separation from Rigel was 44.5′′, almost due north at a position angle of 1°. Gaia DR2 finds it to be a 12th magnitude sunlike star at approximately the same distance as Rigel. Likely a K-type main-sequence star, this star would have an orbital period of around 250,000 years, if it is part of the Rigel system. A spectroscopic companion to Rigel was reported on the basis of radial velocity variations, and its orbit was even calculated, but subsequent work suggests the star does not exist and that observed pulsations are intrinsic to Rigel itself. ## Physical characteristics Rigel is a blue supergiant that has exhausted the hydrogen fuel in its core, expanded and cooled as it moved away from the main sequence across the upper part of the Hertzsprung–Russell diagram. When it was on the main sequence, its effective temperature would have been around 30,000 K. Rigel's complex variability at visual wavelengths is caused by stellar pulsations similar to those of Deneb. Further observations of radial velocity variations indicate that it simultaneously oscillates in at least 19 non-radial modes with periods ranging from about 1.2 to 74 days. Estimation of many physical characteristics of blue supergiant stars, including Rigel, is challenging due to their rarity and uncertainty about how far they are from the Sun. As such, their characteristics are mainly estimated from theoretical stellar evolution models. Its effective temperature can be estimated from the spectral type and color to be around 12,100 K. A mass of 21±3 M<sub>☉</sub> at an age of 8±1 million years has been estimated by comparing evolutionary tracks, while atmospheric modeling from the spectrum gives a mass of . Although Rigel is often considered the most luminous star within 1,000 light-years of the Sun, its energy output is poorly known. Using the Hipparcos distance of 860 light-years (264 parsecs), the estimated relative luminosity for Rigel is about 120,000 times that of the Sun (), but another recently published distance of 1,170 ± 130 light-years (360 ± 40 parsecs) suggests an even higher luminosity of . Other calculations based on theoretical stellar evolutionary models of Rigel's atmosphere give luminosities anywhere between and , while summing the spectral energy distribution from historical photometry with the Hipparcos distance suggests a luminosity as low as 61,515±11,486. A 2018 study using the Navy Precision Optical Interferometer measured the angular diameter as 2.526 mas. After correcting for limb darkening, the angular diameter is found to be 2.606±0.009 mas, yielding a radius of . An older measurement of the angular diameter gives 2.75±0.01 mas, equivalent to a radius of at 264 pc. These radii are calculated assuming the Hipparcos distance of 264 pc; adopting a distance of 360 pc leads to a significantly larger size. Due to their closeness to each other and ambiguity of the spectrum, little is known about the intrinsic properties of the members of the Rigel BC triple system. All three stars seem to be near equally hot B-type main-sequence stars that are three to four times as massive as the Sun. ## Evolution Stellar evolution models suggest the pulsations of Rigel are powered by nuclear reactions in a hydrogen-burning shell that is at least partially non-convective. These pulsations are stronger and more numerous in stars that have evolved through a red supergiant phase and then increased in temperature to again become a blue supergiant. This is due to the decreased mass and increased levels of fusion products at the surface of the star. Rigel is likely to be fusing helium in its core. Due to strong convection of helium produced in the core while Rigel was on the main sequence and in the hydrogen-burning shell since it became a supergiant, the fraction of helium at the surface has increased from 26.6% when the star formed to 32% now. The surface abundances of carbon, nitrogen, and oxygen seen in the spectrum are compatible with a post-red supergiant star only if its internal convection zones are modeled using non-homogeneous chemical conditions known as the Ledoux Criteria. Rigel is expected to eventually end its stellar life as a type II supernova. It is one of the closest known potential supernova progenitors to Earth, and would be expected to have a maximum apparent magnitude of around −11 (about the same brightness as a quarter Moon or around 300 times brighter than Venus ever gets.) The supernova would leave behind either a black hole or a neutron star. ## Etymology and cultural significance The earliest known recording of the name Rigel is in the Alfonsine tables of 1521. It is derived from the Arabic name Rijl Jauzah al Yusrā, "the left leg (foot) of Jauzah" (i.e. rijl meaning "leg, foot"), which can be traced to the 10th century. "Jauzah" was a proper name for Orion; an alternative Arabic name was رجل الجبار rijl al-jabbār, "the foot of the great one", from which stems the rarely used variant names Algebar or Elgebar. The Alphonsine tables saw its name split into "Rigel" and "Algebar", with the note, et dicitur Algebar. Nominatur etiam Rigel. Alternate spellings from the 17th century include Regel by Italian astronomer Giovanni Battista Riccioli, Riglon by German astronomer Wilhelm Schickard, and Rigel Algeuze or Algibbar by English scholar Edmund Chilmead. With the constellation representing the mythological Greek huntsman Orion, Rigel is his knee or (as its name suggests) foot; with the nearby star Beta Eridani marking Orion's footstool. Rigel is presumably the star known as "Aurvandil's toe" in Norse mythology. In the Caribbean, Rigel represented the severed leg of the folkloric figure Trois Rois, himself represented by the three stars of Orion's Belt. The leg had been severed with a cutlass by the maiden Bįhi (Sirius). The Lacandon people of southern Mexico knew it as tunsel ("little woodpecker"). Rigel was known as Yerrerdet-kurrk to the Wotjobaluk koori of southeastern Australia, and held to be the mother-in-law of Totyerguil (Altair). The distance between them signified the taboo preventing a man from approaching his mother-in-law. The indigenous Boorong people of northwestern Victoria named Rigel as Collowgullouric Warepil. The Wardaman people of northern Australia know Rigel as the Red Kangaroo Leader Unumburrgu and chief conductor of ceremonies in a songline when Orion is high in the sky. Eridanus, the river, marks a line of stars in the sky leading to it, and the other stars of Orion are his ceremonial tools and entourage. Betelgeuse is Ya-jungin "Owl Eyes Flicking", watching the ceremonies. The Māori people of New Zealand named Rigel as Puanga, said to be a daughter of Rehua (Antares), the chief of all-stars. Its heliacal rising presages the appearance of Matariki (the Pleiades) in the dawn sky, marking the Māori New Year in late May or early June. The Moriori people of the Chatham Islands, as well as some Maori groups in New Zealand, mark the start of their New Year with Rigel rather than the Pleiades. Puaka is a southern name variant used in the South Island. In Japan, the Minamoto or Genji clan chose Rigel and its white color as its symbol, calling the star Genji-boshi (源氏星), while the Taira or Heike clan adopted Betelgeuse and its red color. The two powerful families fought the Genpei War; the stars were seen as facing off against each other and kept apart only by the three stars of Orion's Belt. ## In modern culture The MS Rigel was originally a Norwegian ship, built in Copenhagen in 1924. It was requisitioned by the Germans during World War II and sunk in 1944 while being used to transport prisoners of war. Two US Navy ships have borne the name USS Rigel. The SSM-N-6 Rigel was a cruise missile program for the US Navy that was cancelled in 1953 before reaching deployment. The Rigel Skerries are a chain of small islands in Antarctica, renamed after originally being called Utskjera. They were given their current name as Rigel was used as an astrofix. Mount Rigel, elevation 1,910 m (6,270 ft), is also in Antarctica. Due to its brightness and its recognizable name, Rigel is also a popular fixture in science fiction. Fictional depictions of Rigel can be found in Star Trek, The Hitchhiker's Guide to the Galaxy, The Simpsons and many more books, films, and games. ## See also - Orion in Chinese astronomy
1,329,390
Pod (The Breeders album)
1,173,071,466
1990 studio album by the Breeders
[ "1990 debut albums", "4AD albums", "Albums produced by Steve Albini", "The Breeders albums" ]
Pod is the debut studio album by American alternative rock band the Breeders, released by 4AD records on May 29, 1990. Engineered by Steve Albini, the album features band leader Kim Deal on vocals and guitar, Josephine Wiggs on bass, Britt Walford on drums, and Tanya Donelly on guitar. Albini's production prioritized sound over technical accomplishment; the final takes favor the band's spontaneous live "in studio" performances. The Breeders formed in 1988 when Deal, bass player for Pixies, befriended Donelly of Throwing Muses during a European tour. They recorded a country-infused demo in 1989, leading to 4AD co-founder Ivo Watts-Russell funding an album, Pod, recorded that year at the Palladium studio in Edinburgh, Scotland. Due in part to Deal's work with the Pixies, the album was widely anticipated, particularly in Europe. It became a critical and popular success, reaching number 22 in the UK. Critics praised its dark, sexualized lyrics, and compared it favorably to the Pixies. Nirvana's Kurt Cobain said it was one of his favorite records, and Pitchfork ranked it number 81 on its list of the best albums of the 1990s. The cover art was designed by Vaughan Oliver and portrays a man performing a fertility dance while wearing a belt of eels. ## Background In 1988, Kim Deal of the Pixies became friends with Tanya Donelly of Throwing Muses when their respective bands undertook a joint tour of Europe. Deal and Donelly spent time together playing guitar, drinking beer, and sharing musical ideas. They often went clubbing together in the bands' hometown of Boston. While attending a Sugarcubes concert, the two drunkenly decided to write and record dance songs. Their first attempt to work together was based around the idea of an "organic dance band" consisting of Deal on bass, Donelly on guitar, and two drummers. They recorded Donelly's "Rise" with Throwing Muses' David Narcizo, and planned more originals, as well as a cover of Rufus and Chaka Khan's "Tell Me Something Good". A year and a half passed without the pair recording new material. During this time, they decided their attempt at dance music was not working, and resolved to repurpose their songs for a different genre. Deal became more serious about her work with Donnelly when the Pixies' Black Francis announced he was undertaking a solo tour. She decided that if he could be active outside of the Pixies, then she could too. Journalists have speculated that Deal felt motivated to start a new band because of her diminishing role and lack of creative input in the Pixies, which Deal has often denied. However, in one interview she complained angrily about Francis singing lead vocals in almost all of the band's songs and said that if she could not sing more in the Pixies, she would sing in another band instead. Pixies' guitarist Joey Santiago later recalled that Deal had a strong desire to contribute songs to the group to express her creativity, but eventually resigned herself and begrudgingly accepted Francis as the band's sole singer and songwriter. According to Francis, Deal had once offered several new songs to the group that were not accepted because they sounded too different from the band's repertoire; in Santiago's view, Francis’ own rejection of the songs reflected his attitude that the group "made pizzas, not cookies". Francis admitted in the mid-1990s to not especially liking Deal's non-Pixies music, due to "personal taste". Because the Pixies and Throwing Muses were signed to different American record labels, Deal and Donelly could not both be principal songwriters for their joint project. They focused on Deal's compositions for what would become Pod, intending to use Donelly's songs for a subsequent album. After Pod's release, Deal and Donelly recorded a demo of the latter's songs in preparation for the Breeders' second album. Donelly left the group in 1991, and used her compositions for her new band, Belly. Before parting, she contributed guitar and vocals to the Breeders' 1992 Safari EP, although none of her compositions appear on the record. ### Demo In 1989 the pair recorded a country music-influenced demo with violinist Carrie Bradley and bassist Ray Holiday. Paul Kolderie engineered several of the songs, but Deal found his production "too clean" and employed Joe Harvard of Fort Apache Studios to remix. Deal called the project "the Breeders", a name she and her sister Kelley had used when performing as teenagers. The name comes from a slang term used in the LGBT community to refer to straight people, which Kim found amusing. Ivo Watts-Russell, co-founder of the Pixies' and Throwing Muses' UK label 4AD, was enthusiastic about the demo and Deal's potential as a songwriter, and gave the band an advance of \$11,000 to record an album. Although Deal played bass with the Pixies, she changed to guitar for the Breeders, finding it an easier instrument to manage while singing, and so recruited Josephine Wiggs of the Perfect Disaster on bass. Deal asked Steve Albini, who had worked on the Pixies' Surfer Rosa, to engineer the album. Deal thought it would be fun to form an all-female band, "[like] the Bangles from Hell". She wanted Kelley to be the Breeders' drummer, but Kelley could not get time away from her job as a program analyst. As an alternative, Albini suggested they try Slint's Britt Walford, who used the pseudonym Shannon Doughton for Pod because he did not want his contribution to the album to overshadow his role in Slint. Deal, Wiggs, and Walford rehearsed for a week at Wiggs' house in Bedfordshire, England, before joining Donelly in London for further rehearsals. ## Recording Pod was recorded in January 1990 at Palladium studio, in Edinburgh, Scotland, which had recording equipment on the first floor and bedrooms upstairs. During the sessions, the band sometimes wore pajamas, and more than once went to a local pub without changing. Although 4AD booked the studio for two weeks, the band completed their recording in a single week. To use the remaining time, the label hired a television crew to film a music video, and the band recorded a session for John Peel's show on BBC Radio 1. Albini—who has worked on thousands of recordings including albums by Nirvana, Page and Plant, and PJ Harvey—describes his role as more technical than artistic, and prefers to be described as an engineer rather than producer. He has a preference for analogue recording techniques, and is noted for his careful placement of microphones in the studio to achieve a nuanced "roomy" sound. Further, in Albini's ethical approach to recording and to the mechanics of the music industry, he makes a point of not attempting to influence the band's song arrangements. He is known for his vocal and dim view of the music industry, and the press often depicts him as not easy to work with. He has also sometimes had a reputation for being misogynist, in part from the name of his former band Rapeman. Despite his reputation, Donelly recalls being especially comfortable working with Albini, whom she found "sweet". Wiggs and Donelly have both commented that although Albini often downplays his degree of influence on an album's quality, for Pod his contributions were considerable. Donelly has praised Albini for the input that he gave the band prior to recording. This included convincing the band to reduce the number of vocal harmonies and give more prominence to Deal's vocals. Donelly believes the removal of harmonies made the performances "more effective and sadder and ... focused". Albini paid attention to capturing strong live performances in the studio. His main concern was achieving the best sound, rather than seeking the best technical performances. Albini had a policy of never doing more than two takes of each song. This led to confrontations with Donelly, who remembers: "For all the fights we had with him in the studio, for all the times I'd stomp upstairs in my pajamas screaming that I couldn't live with such-and-such a guitar part, the next morning I realized he was usually right." Deal also often fought with Albini. Wiggs was struck with how quickly Albini and the other musicians resolved issues through short, intense arguments, an ability she attributed to their being American. Albini saw Walford's drumming as an integral part of the band's sound. Then 19 years old, Walford was a confident and "hard-hitting" drummer who typically played one of his drums behind the beat. Song tempos were faster than Wiggs had expected, which arose in part because Deal lacked the breath control to sing her lines in a slower manner. ## Music and lyrics Pod has sparse instrumentation. Music critic Colin Larkin likened the album to the Pixies for its threatening melodies and loud, resounding guitars. The New York Times' Karen Schoemer also found similarities to the Pixies, citing Pod's "angular melodies, shattered tempos and screeching dynamics", but felt the album nonetheless had its own identity distinct from Deal's previous band. Unlike the demo, the album does not have a country-influenced sound. Other writers have noted the album's sinister, sexual and youthful feel. Matt LeMay of Pitchfork wrote that Deal's singing is spooky, and evokes a mythical siren or a young girl hiding a weapon. Melody Makers Ted Mico compared the tone of the songs to the innocent-looking girl in Poltergeist who dribbles blood. Albini said that "there was a simultaneous charm to Kim's presentation to her music that's both childlike and giddy and also completely mature and kind of dirty ... [it had a] sort of girlish fascination with things that were pretty but it was also kind of horny. That was a juxtaposition that, at the time, was unusual. You didn't get a lot of knowing winks from female artists at the time." ### Songs Deal has said that many of the songs are sexual in nature. The slow-paced opening track "Glorious" describes an adult who has vague but pleasant memories of being molested as a child by an aunt. It and the next song, "Doe", were co-written by Ray Halliday. "Doe" concerns a schizophrenic teenage couple losing their grip of reality after taking Thorazine; in a delusional state they plan to burn down their town. LeMay described this track as possessing a beautiful, gripping quality, while NME's Steve Lamacq cited it as an example of using reduced instrumentation to good effect ("stripped down but punchy"). Larkin believes that the band's cover of the Beatles' "Happiness Is a Warm Gun" achieves a friction that the original only hints at, and Lamacq commented on its tight sound and prominent drum part. The Breeders recorded the song at the suggestion of Watts-Russell. "Oh!" has—according to writer Martin Aston—a slow tempo, restrained drumming, a sad violin performance by Carrie Bradley, and unexpectedly raw singing by Deal. She had planned to use the title "The Insect Song" because its lyrics tell the story of one insect encouraging others, hoping they do not get stepped on. Deal has said that "Hellbound" described a fetus that survives an abortion, and that the song is "kinda like a heavy metal hymnal, 'We're all hellbound.'" She cited the line "It lives, despite the knives internal" as containing the most embarrassing lyrics she has written. Before recording, the other band members teased her about the line, but since she could not think of a better alternative, she kept the phrase but mumbled the line to make the words harder to understand. For Sasha Alcott, writing for the Boston Herald, the song contains elements of "fierce head-banging sing-a-long" as well as gentle whimsy. About "When I Was a Painter", the next track, Lamacq was struck by Deal's gruff vocals and praised its stop-start guitar riff. Critic Rob Sheffield named the song as a highlight of the album in the Spin Alternative Record Guide, and Piers Clifton interpreted it as being about strange or otherwise unsatisfying sex. Side 2 of the LP version starts with "Fortunately Gone", which Lamacq described as an appealing pop-flavored opening for the album's second half. Deal had originally practiced the song with Kelley several years previously. The lyrics concern a woman who has died but continues to obsessively watch over her lover, not able to give him up, even after death. "Iris" was interpreted by Larkin and critic Wif Stenger as being about menstruation. In a 1990 interview, Deal said the song related to something "like a pea pod flowering and then getting ripe and stinky", and connected it to the Surrealists' "associat[ing] women with fish". The writer Simon Reynolds described Deal's wolfish, staccato delivery of the repeated word "Oh!", as well as the "little gashes of gruelling, groiny feedback". A recurring sexual dream of Walford's inspired the lyrics of "Opened". The track features a buoyant rhythm and was described by Stenger as exhilaratingly bringing the listener somewhere between reality and the supernatural. "Only in 3s", which Deal wrote with Donelly, is about a ménage à trois sexual relationship. AllMusic's Heather Phares characterized the recording as "sensual" and said that it was more benign and friendly-sounding than the Pixies' work. "Lime House" was described in a Billboard review as feeling "avant-garage". The song concerns Sherlock Holmes spending long and comfortable hours in an opium den. Wiggs co-wrote and played Spanish guitar on the final track, "Metal Man". The song contains harmonies between her and Deal; Wiggs' spoken vocals were compared by Stenger to those of the group Wire and by Reynolds to the vocal style of Sonic Youth's Kim Gordon. Aston likened the melody to the Pixies' "Cactus". ## Release Pod was released in the UK on May 29, 1990, by 4AD. Watts-Russell planned the date to be not too close to the release of the Pixies' Bossanova two and a half months later, for more effective publicity of both albums. Watts-Russell believed the album would be better suited to a US independent distribution label rather than the Pixies' American distributor Elektra, and licensed Pod to Rough Trade America. When this division of Rough Trade went bankrupt, Elektra assumed distribution of Pod in the US. Deal has noted that the Breeders did not receive any royalties from initial US sales because of Rough Trade's bankruptcy. The album was widely anticipated by the British music press due to the involvement of Deal and Donelly—known from their highly regarded work with the Pixies and Throwing Muses, respectively—and Albini, who likewise had a strong reputation for his previous engineering work. It reached number 22 in the UK, where it was promoted by a full-page ad in Melody Maker, and number 73 in the Netherlands. Pod sold moderately well, although Deal has noted it "never sold [anything]" compared to their next album, Last Splash (1993), which was certified platinum in the US and silver in the UK. Deal took the idea for the album's title from a painting that she saw in Boston; for her, the word "pod" evoked a uterus, which Wiggs has noted relates to the theme of fertility and the group's name. The cover art was designed by longtime 4AD album designer Vaughan Oliver and employs photography by Kevin Westenberg. Oliver, in an attempt to seduce Deal, who he believed would appreciate the humor, attached a belt of dead eels over his underwear, which he intended as phallic symbols. He performed a fertility dance, while Westenberg took pictures of him using a long exposure to achieve blurring and other visual effects. ## Reception The album was generally well received. Several music critics favorably compared the album to Deal's work with the Pixies, among which were William Van Meter, Rob Sheffield, and Steve Kandell of Spin. Kandell and Sheffield mentioned tracks including "Fortunately Gone" as superior to songs by that group. Kandell noted Pod appealed to fans of the Pixies' "Gigantic", which was written and sung by Deal. In AllMusic, Heather Phares described Pod as a "vibrantly creative debut" that was better than the Pixies' 1990 album Bossanova, and argued that the Pixies should have recorded more of Deal's compositions. The Rough Guide to Rock's Piers Clifton and Melody Maker's Simon Reynolds viewed Pod as lacking energy in comparison to the Pixies' work. To Clifton, it was "plodding", while Reynolds felt it sounded "inhibited, moribund, stilted" and "never [let] it rip like the Pixies". Reynolds added that "Whenever a song gathers momentum or thrust, [the Breeders] throw in a weird bit, a gear change or an abrupt stop. They seem unhappy with the idea of simple rock exuberance." Steve Taylor of The A to X of Alternative Music also found Pod inferior to music of the Pixies, but was impressed with Deal's ability to move from bass to guitar. Some reviews found Pod under-developed or insubstantial. Jon Dolan in Blender likened it to a poorly-constructed building. Robert Christgau of The Village Voice described it unfavorably as more "art project" than the work of a band, and Greg Sandow in Entertainment Weekly felt the lyrics were sometimes forced. Wif Stenger of Trouser Press called the first side "a bit shaky" but considered side 2 to be "damn near perfect". NME's Steve Lamacq described the album as "a tight-ish piece of tantalising rock", and said that listeners who found it too minimalist would soon warm to it. Karen Schoemer of The New York Times praised Pod's intelligence and originality. ## Legacy Nirvana singer Kurt Cobain often described Pod as one of his favorite albums. He listed it as his seventh and then third favorite album in his private journals, and said it was his number-one favorite album in a 1992 Melody Maker article, in which he said: "The way they structure [the songs is] totally unique, very atmospheric." Cobain had wished to work with Steve Albini since first listening to his band Big Black in the 1980s. Cobain's special admiration of Pod and Surfer Rosa—as well as his desire for a similar drum sound, a "natural, powerful sound produced with canny microphone placement rather than phony sounding effects boxes", that he found reminiscent of Aerosmith's Rocks—then led him to select Albini as the producer of Nirvana's third studio album, In Utero. Pod also influenced Courtney Love's songwriting on Live Through This, the second album by her band Hole. In 2018 critic Amanda Petrusich noted the enduring influence of Pod on contemporary indie rock musicians Courtney Barnett, Lucy Dacus, and Julien Baker. In 2007 Albini said he felt Pod was among the best albums he had engineered; a 2015 article in Stereogum ranked it as Albini's eighth best album. Donelly described it as the "truest" of her albums and said that "it really feels exactly the way it was when we were doing it." Wiggs has spoken of her ongoing fondness for Pod, and recalls that everyone in the making of the album was dedicated and attentive; for Deal, the album is "just magic". In 2003 Pitchfork placed the album as the 81st best of the 1990s. It was ranked number 463 in NME's 500 Greatest Albums of All Time list (2013) and included in The Guardian's 1000 Albums to Hear Before You Die (2007). Separate articles in both publications have ranked the Breeders' version of "Happiness Is a Warm Gun" among the best cover versions of a Beatles song. ## Track listing ## Personnel The Breeders - Kim Deal – lead vocals, guitar - Tanya Donelly – guitar, backing vocals - Britt Walford (credited as Shannon Doughton) – drums, backing vocals - Josephine Wiggs – Spanish guitar and lead vocals on "Metal Man", bass, backing vocals Additional personnel - Steve Albini – engineer, spoken vocals - Carrie Bradley – violin - Michael Allen – backing vocals on "Oh!" - Vaughan Oliver/ V23 – sleeve design - Kevin Westenberg – photography ## Charts
1,251,346
Red-tailed tropicbird
1,112,285,559
Seabird of the tropical Indian and Pacific Oceans
[ "Birds described in 1783", "Birds of Christmas Island", "Birds of Hawaii", "Birds of Mauritius", "Birds of Norfolk Island", "Birds of Palau", "Birds of Queensland", "Birds of Réunion", "Birds of Western Australia", "Birds of the Indian Ocean", "Birds of the Maluku Islands", "Birds of the Pacific Ocean", "Phaethontidae", "Taxa named by Pieter Boddaert" ]
The red-tailed tropicbird (Phaethon rubricauda) is a seabird native to tropical parts of the Indian and Pacific Oceans. One of three closely related species of tropicbird (Phaethontidae), it was described by Pieter Boddaert in 1783. Superficially resembling a tern in appearance, it has almost all-white plumage with a black mask and a red bill. The sexes have similar plumage. As referenced in the common name, adults have red that are about twice their body length. Four subspecies are recognised, but there is evidence of clinal variation in body size—with smaller birds in the north and larger in the south—and hence no grounds for subspecies. The red-tailed tropicbird eats fish—mainly flying fish and squid—after catching them by plunge-diving into the ocean. Nesting takes place in loose colonies on oceanic islands; the nest itself is a scrape found on a cliff face, in a crevice, or on a sandy beach. A single egg is laid, then is incubated by both sexes for about six weeks. The parents make long food-foraging trips of about 150 hours during incubation, but once the chick has hatched, the parents specialize their foraging: one forages for the chick for a few hours at a time, while the other makes much longer trips to feed themselves. This bird is considered to be a least-concern species according to the International Union for Conservation of Nature (IUCN), though it is adversely affected by human contact. Rats and feral cats prey on eggs and young at nesting sites. The bird's tail streamers were once prized by some Hawaiian and Maori peoples. ## Taxonomy The British naturalist Sir Joseph Banks encountered the red-tailed tropicbird on the Pacific Ocean in March 1769 on James Cook's first voyage, noting that it was a different species to the familiar red-billed tropicbird. He gave it the name Phaeton erubescens. It was the French polymath Georges-Louis Leclerc, Comte de Buffon who formally described the species in his Histoire Naturelle des Oiseaux in 1781, noting it was a native of Isle de France (Mauritius). The bird was also illustrated in a hand-coloured plate engraved by François-Nicolas Martinet in the Planches Enluminées D'Histoire Naturelle which was produced under the supervision of Edme-Louis Daubenton to accompany Buffon's text. Buffon did not include a scientific name with his description but in 1783 the Dutch naturalist Pieter Boddaert coined the binomial name Phaethon rubricauda in his catalogue of the Planches Enluminées. The genus name is derived from Ancient Greek phaethon, "sun", while the species epithet comes from the Latin words ruber "red" and cauda "tail". English ornithologist John Latham wrote about the red-tailed tropicbird in 1785 in his General Synopsis of Birds, recording it as common in Mauritius and the South Pacific. He also reported a black-billed tropicbird collected from Palmerston Island that ended up in Banks' collection. Latham did not give them binomial names, however. It was left to German naturalist Johann Friedrich Gmelin to describe the species, which he did as Phaeton phoenicuros and P. melanorhynchos respectively in the 13th edition of Systema Naturae in 1788. Latham later described this black-billed specimen as the New Holland tropicbird, giving it the name Phaethon novae-hollandiae. The British naturalist Walter Rothschild reviewed the described names and specimens in 1900 and concluded that the original use of P. erubescens was a nomen nudum. He concluded that the populations of Lord Howe, Norfolk and Kermadec Islands belonged to a distinct subspecies which he named P. rubicauda erubescens, due to their larger overall size, more robust bill and prominent reddish tinge to their plumage. He also classified P. melanorhynchus and P. novae-hollandiae as juveniles. The Australian amateur ornithologist Gregory Mathews then applied the name P. rubicauda roseotinctus to Rothschild's P. rubicauda erubescens. "Red-tailed tropicbird" has been designated the official name by the International Ornithologists' Union (IOC). Other common names include red-tailed bos'nbird or silver bos'nbird, the names derived from the semblance of the tail feathers to a boatswain's marlin spikes, and strawtail. The New Zealand Māori call it amokura, and the native Hawaiians koaʻe ʻula. Its closest relative is the white-tailed tropicbird (P. lepturus), the split between their ancestors taking place about four million years ago. Four subspecies are recognised by the IOC: - P. r. rubricauda Boddaert, 1783 the nominate subspecies, from the western Indian Ocean. Subsequent specimens from the Cocos (Keeling) Islands were allocated to this taxon. - P. r. westralis Mathews, 1912 from the eastern Indian Ocean. Mathews described it as separate on account of its larger wings. More extensive analysis in 1989 showed that the wing and beak size overlap between this and the nominate subspecies, leaving intensity of colour as the only distinguishing feature. - P. r. roseotinctus Mathews, 1926 from the southwestern Pacific Ocean, including populations on Kermadec, Lord Howe, Norfolk and Raine Islands. - P. r. melanorhynchos Gmelin, 1789 from the western, central and southern Pacific Ocean, including populations on the Cook Islands, Tonga, Samoa, the Marquesas and the Society Islands. The ornithologist Mike Tarburton reviewed the known subspecies in 1989 and concluded that none were valid, noting that there was a clinal change in size in the species: those from Kure Atoll in the North Pacific being the smallest; ranging to those from the Kermadec Islands in the South Pacific being the largest. He also noted that the pink colouration was more intense in new plumage and faded after a few years in museum specimens. ## Description The red-tailed tropicbird measures 95 to 104 cm (37 to 41 in) on average, which includes the 35 cm (14 in) , and weighs around 800 g (30 oz). It has a wingspan of 111 to 119 cm (44 to 47 in). It has a streamlined but solid build with almost all-white plumage, often with a pink tinge. The sexes are similar in plumage. A dark brown comma-shaped stripe extends back from the lores, through and over the eyes and reaching the ear coverts. The iris is dark brown. The bill is bright red, slightly paler at the base and black around the nostrils. The legs and base of the toes are pale blue-mauve, while the webbing and rest of the toes are black. The white feathers of the head and rump have concealed dark brown bases, while those of the mantle, back, tail rectrices and tail coverts have dark brown shaft bases. The two long tail feathers are orange or red with white bases for around a tenth of their length, and can be hard to see when the bird is flying. The white wings are marked by dark chevron-shaped patches on the tertials, and the dark shafts of the primary flight feathers are visible. The pink tinge is often more pronounced in the remiges of the upper wing. Moulting takes place outside the breeding season, the streamers being replaced before the rest of the feathers. Streamers are replaced at any time, one growing while the other is shed, and old streamers may litter the area around a breeding colony. Newly hatched chicks are covered in thin, long, grey-white down, which is paler on the head. The lores are bare. The down is greyer in older chicks. The primaries, rectrices and scapulars are evident in the third week, and chicks are mostly feathered with residual down on underparts and under the wings after six weeks, and fully feathered by 11 weeks. Juvenile birds have a glossy white forehead, chin, throat and underparts, and prominent black barring and scaling on their crown, nape, mantle, back, rump and upper wing coverts. Their bills are blackish grey with a light blue-grey base, and grey legs and feet. In Australian waters the red-tailed tropicbird could be confused with the silver gull (Chroicocephalus novaehollandiae) or various tern species, though it is larger and heavier-set, with a wedge-shaped tail. Its red bill and more wholly white wings distinguish it from the adult white-tailed tropicbird. Immature red-tailed tropicbirds likewise can be distinguished from immature white-tailed tropicbirds by their partly red rather than yellow bills. The red-tailed tropicbird is generally silent while flying. Aside from during courtship displays, birds may give a short greeting squawk to their mate when arriving or leaving the nest. Birds give a low growling call as a defence call, and young chatter repetitively as a begging call—made whenever the parents are nearby. ## Distribution and habitat The red-tailed tropicbird ranges across the southern Indian, and western and central Pacific Oceans, from the East African coast to Indonesia, the waters around the southern reaches of Japan, across to Chile, and the Hawaiian Islands, where they are more common on the northwestern islands. It frequents areas of ocean with water temperatures from 24 to 30 °C (75 to 86 °F) and salinity under 35% in the southern hemisphere and 33.5% in the northern hemisphere. In the Pacific Ocean, the southern boundary of its range runs along the 22 °C (72 °F) summer surface isotherm. The birds disperse widely after breeding. Evidence suggests birds in the Indian Ocean follow prevailing winds westwards, young individuals banded in Sumatra and Sugarloaf Rock, Western Australia, being recovered at Mauritius and Réunion respectively. Banding on Kure Atoll suggests birds in the North Pacific disperse in an easterly direction, following prevailing winds there. Strong winds can blow them inland on occasions, which explains some sighting records away from the coast and their preferred habitats. Johnston Atoll It is the world's largest colony of red-tailed tropicbirds, with 10,800 nests in 2020. In the Pacific area, it nests on the Australian offshore territories of Norfolk and Lord Howe Islands, and on Queensland's coral islands (including Raine Island and Lady Elliot Island). In mid-2020 Australian scientists found a bird on Lady Elliott Island that they had banded 23 years earlier as a chick, but had not seen since, which had come back to breed on the island. In New Zealand territory it breeds on the Kermadec Islands. Elsewhere in the Pacific it breeds in Fiji, New Caledonia, French Polynesia, Hawaii—with a large colony on Kure Atoll—the Cook Islands, Pitcairn Island, and islands off Japan and Chile. There are large breeding colonies on Europa, Aldabra and Christmas Island in the Indian Ocean, with smaller colonies in Madagascar, where it nests on the tiny island of Nosy Ve, the Seychelles, and Mauritius. It is also found on the Australian territory of Cocos (Keeling) Islands in the Indian Ocean. The warm waters of the Leeuwin Current facilitate the species nesting at Cape Leeuwin in southwestern Australia, yet is only a rare visitor to New South Wales at corresponding latitudes on the Australian east coast. It also nests at Ashmore Reef and Rottnest Island off Western Australia, as well as Sugarloaf Rock at Cape Naturaliste and Busselton on the Western Australian coastline itself. It is an occasional visitor to Palau, breeding being recorded from the Southwest Islands, and was first recorded from Guam in 1992. It is an uncommon vagrant to New Zealand proper, where it has been recorded from the northern reaches of North Island, especially Three Kings Islands. It is a very rare vagrant to North America, with records from California and Vancouver Island. ## Behaviour The red-tailed tropicbird is a strong flyer, and walks on land with difficulty using a shuffling gait. Courtship displays consist of flying backwards, vertical displays and circles. ### Breeding The red-tailed tropicbird is thought to be monogamous, pairs remaining bonded over successive breeding seasons, although such information as age at first breeding and pair-formation is not known. It nests in loose colonies, on offshore islands and stacks, rocky cliffs, coral atolls and cays. It rarely nests on large bodies of land, though has done so in southern Western Australia. The nest itself is a shallow scrape, in either shaded sand or a rocky crevice, or under a shrub. Because the red-tailed tropicbird does not walk well, it lands by flying into the wind, stalling and dropping to the ground. The nest is often located within one metre (3.3 ft) of the edge of the shrub (or other shaded area) to minimise walking distance. The tropicbird often chooses shrubs with fewer stems for accessibility. The species is territorial to a degree, aggressively defending the nest site and pecking radius around it, commencing around three months before breeding. Birds are more aggressive at crowded colonies, where numbers are large or suitable nest sites less common. They adopt a defence posture, which consists of raising the humeri up and bringing the wrists together, drawing the neck into the body and shaking the head sideways, fluffing up the head feathers and squawking. Bill-jabbing and fights can break out, the two combatants locking bills and wrestling for up to 90 minutes. Mate choice is likely to be based partially on the length of the tail streamers, a bird having longer tail streamers being more attractive as a mate. This tropicbird also probably mates assortatively for tail streamer length, meaning mates likely have streamers of about equal length. In the leadup to breeding, males initiate an aerial courtship display of flying in large circles, alternating between gliding, short periods of rapid wing-beating, and low flight within a few metres of the water, while making sharp cackling calls. Initially flying in small groups, birds then pair off to repeat the display in pairs before bonding. Once pairs have established a nest, they do not perform the display. The timing of breeding depends on location; in some places, birds breed in a defined breeding season, whereas in others, there is none. South of the equator, the latter is likely to be true. On islands near the equator, laying usually occurs from June to November, the majority of chicks fledging around January to February. On Christmas Island, breeding takes place at different times on different parts of the island due to prevailing weather conditions. Some birds may remain at the breeding site year-round. On sub-tropical Lady Elliott Island off Queensland, they nest in winter, which scientists think may be timed to avoid the common breeding times of most migratory species of seabird, such as the noisy Wedge-tailed Shearwater (mutton bird). Not much is yet known about their habits though. The female red-tailed tropicbird lays one egg, which both parents incubate for 42 to 46 days. The male generally takes the first turn on the egg after it is laid. Ranging from 5.4 to 7.7 centimetres (2.1 to 3.0 in) long (averaging between 6.3 and 6.8 centimetres (2.5 and 2.7 in), depending on location) and 4.5 to 4.8 centimetres (1.8 to 1.9 in) wide, the oval eggs are pale tan with brown and red-black markings that are more prominent on the larger end. Born helpless and unable to move around (nidicolous and semi-altricial), the chicks are initially blind, opening their eyes after 2–3 days. Until they are a week old, they open their beak only upon touch, so the parents have to stroke the base of the bill to initiate feeding. Feeding takes place once or twice a day, generally around midday. They are constantly brooded by the parents until they are a week old, after which time they are sheltered under the parents’ wings. They also rise up and gape at any nearby bird for food. Both parents feed the young, by shoving its beak into the chick's gullet and then regurgitating food. Initially covered with grey or white down, they grow their first feathers—scapulars—at 16–20 days. Their feet and beaks grow rapidly, outpacing the rest of their bodies. Chicks remain in the nest for 67 to 91 days until they fledge. ### Feeding The red-tailed tropicbird is mostly a , diving anywhere from an above-water height of 6 to 50 metres (20 to 164 ft), to a depth of about 4.5 metres (15 ft), although this may change seasonally. When diving, it remains briefly submerged—one study on Christmas Island came up with an average time of 26.6 seconds—generally swallowing its prey before surfacing. The red-tailed tropicbird sometimes catches flying fish in the air. During incubation, foraging trips are relatively long, with an average excursion taking about 153 hours. These trips are to very productive areas. After the chicks hatch, on the other hand, the parents adopt a strategy where one takes long trips (these averaging about 57 hours) for self feeding, and the other takes short trips (about three hours long) to feed the chicks. The bimodality of the length of foraging trips is likely to be because it is the optimal balance of self-feeding and provisioning for chicks. On Christmas Island, birds generally forage far out to sea in the early morning and closer to shore in the afternoon. Squid and flying fish make up a large portion of this bird's diet, along with some crustaceans, depending on location. Fieldwork in the Mozambique Channel revealed the diet of birds there to be mostly fish by mass but equal numbers of fish and squid caught. Fish recorded include the mirrorwing flyingfish (Hirundichthys speculiger) and spotfin flyingfish (Cheilopogon furcatus) and several other unidentified species of the flying fish family Exocoetidae, the pompano dolphinfish (Coryphaena equiselis) and common dolphinfish (C. hippurus), needleflish including the houndfish (Tylosurus crocodilus), and unidentified members of Hemiramphidae, Scombridae, and Carangidae. The purpleback flying squid (Sthenoteuthis oualaniensis) was by far the most common cephalopod eaten, followed by the common blanket octopus (Tremoctopus violaceus). A field study in Hawaii found flying fish dominated the prey species, the tropical two-wing flyingfish (Exocoetus volitans) and members of the genus Cypselurus prominent, followed by squid of the family Ommastrephidae including the purpleback flying squid and the glass squid (Hyaloteuthis pelagica), and carangid fish including the shortfin scad (Decapterus macrosoma). The red-tailed tropicbird has also been recorded eating porcupinefish (Diodontidae), although adults have been troubled when the victim fish inflates resulting in it being urgently regurgitated. A strong flyer with large mouth and bill, the red-tailed tropicbird can carry relatively large prey for its size, parent birds commonly bearing dolphin fish that weighed 120 g—16% of their own weight—to their chicks. ### Temperature regulation When incubating during the day in a shaded nest, this bird has an average temperature of 39 °C (102 °F), compared to its average temperature when incubating at night of 37.1 °C (98.8 °F). The difference is likely due to activity levels, as the air temperature during these times does not differ significantly with a bird in the nest. After flying, the average body temperature is 40.9 °C (105.6 °F). The temperature of the feet is always lower than that of the body temperature during flight, but always higher than the air temperature. Thus, the feet are likely used to dissipate heat during flight. ## Relationship with humans The red-tailed tropicbird's tail streamers were highly prized by the Maori. The Ngāpuhi tribe of the Northland Region would look for and collect them off dead or stray birds blown ashore after easterly gales, trading them for greenstone with tribes from the south. English naturalist Andrew Bloxam reported that the feathers were valued in Hawaii, where the locals would pull them off the birds as they nested. ## Status The red-tailed tropicbird is classified as a least-concern species according to the IUCN on account of its large range of up to 20 thousand square kilometres (7,700 sq mi). The population in the eastern Pacific has been estimated to be as high as 80,000 birds with a minimum of 41,000 birds. Around 9,000 birds breed on Europa Island, and 9,000–12,000 breed on the Hawaiian islands. Human presence generally affects the species adversely, by the destruction of habitat or introduction of pests. Within Australia, it is classified as near threatened, due to unexpected declines in some populations, the impact of humans, and the yellow crazy ant overrunning Christmas Island. It is listed as vulnerable in New South Wales. Predators recorded in Western Australia include large raptors such as the white-bellied sea eagle (Haliaeetus leucogaster) and the eastern osprey (Pandion cristatus); while silver gulls, and crows and ravens (Corvus spp.) raid nests for eggs and young. Vagrant red-billed tropicbirds (P. aethereus) have been implicated in egg loss of nests in Hawaii. Feral dogs and cats prey on nesting birds on Christmas Island, while feral cats are a severe problem on Norfolk Island. Rats have been a serious problem on Kure Atoll, causing heavy losses. Yellow crazy ants were discovered on Johnston Atoll in the north Pacific Ocean in 2010, hordes of which overrun nesting areas and can blind victims with their spray. Also on Johnston Atoll, the Johnston Atoll Chemical Agent Disposal System (JACADS) was burning stockpiled chemical weapons until 2000. It was studied over eight years to see if there were effects from potential contaminants. There appeared to be no impact on survival during the study period, although young birds from downwind of the plant were less likely to return there than those upwind of the plant—possibly due to the more intact vegetation at the latter site. Scientists studying the bird on Lady Elliot Island off the Queensland coast in 2020 say that the lack of knowledge about its habits and populations means that they don't know how much environmental changes are affecting its populations. Their study includes taking DNA samples, banding new chicks and fitting birds with satellite trackers, in a bit to find out more about their movements.
10,177,501
History of Norwich City F.C.
1,155,558,089
History of the English football club
[ "History of association football clubs in England", "Norwich City F.C." ]
The history of Norwich City F.C. stretches back to 1902. After a brief period in amateur football, Norwich City F.C. spent 15 years as a semi-professional team in the Southern League before admission to English Football League in 1920. For most of the next 50 years, Norwich City F.C. played in Division Three (South), then the joint lowest tier of the football league, a period that was distinguished by "a thrilling giant-killing sequence which took them to the FA Cup semi-finals" in 1959. Shortly afterwards, the club won its first major trophy, the 1962 League Cup. Norwich finally reached the pinnacle of the league structure in 1972, with their first promotion to the top tier. Since then, Norwich City has acquired a reputation as a "yo-yo club", with, to the end of the 2017–18 season, 25 seasons in the top league and 19 in the second tier. It is during this period that the club has achieved most of its greatest distinctions, claiming its second major trophy, the League Cup in 1985, reaching two more FA Cup semi finals, finishing fifth, fourth and third in the top division and beating Bayern Munich in the UEFA Cup. In the course of its history, Norwich City has survived incidents that threatened its survival, including ousting from amateur football, the need to be re-elected to The Football League and financial crises. Geoffrey Watling, who was to become club chairman and after whom a stand at the club's stadium, Carrow Road is named, was instrumental in saving the club from bankruptcy, both in the 1950s and 1990s; his father had played a similar role in 1919. ## Early years: 1902–1930 Norwich City F.C. was formed following a meeting at the Criterion Cafe in Norwich on 17 June 1902 by a group of friends led by two former Norwich CEYMS players, and played their first competitive match against Harwich & Parkeston, at Newmarket Road on 6 September 1902. They also joined the Norfolk & Suffolk League for the 1902–03 season. Originally, the club was nicknamed the Citizens, and played in light blue and white halved shirts. The popular pastime of canary rearing had given rise to the team's nickname of "The Canaries" by April 1905, and by February 1907 this moniker had been adopted by the national press. The following season, inspired by the nickname, City played for the first time in Canary livery; yellow shirts with green collars and cuffs. A local paper reported that "The Cits are dead but the Canaries are very much alive". Norwich played for just over two seasons as an amateur club under The Football Association (FA). Following an FA Commission of inquiry, the club was informed on the last day of 1904 that they had been deemed a professional organisation and hence ineligible to compete in amateur football. The main allegations were: > fees ... paid for the use of a gymnasium and also for the training and massage of players. The sum of £8 was also paid to a player when he left the club. Payments were made to players without a receipt being taken. The club advertised for players ... [the] secretary ... spent considerable sums of money in travelling to other towns in East Anglia ... complete outfits ... were bought for players out of club funds ... there was no adequate system for checking gate money ... travelling expenses were ... excessive. The club officials, including founding chairman Robert Webster, had to be removed from office and Norwich were to be ousted from the amateur game at the end of the season. The response was swift: at a meeting, just two days later, Wilfrid Lawson Burgess became the first chairman of the professional club and it was resolved to find a place in the professional game. The decision was endorsed at a public meeting in March 1905, a meeting that, significantly, was attended by Nat Whitaker, secretary of the Southern League. He seconded a motion proposed by a local businessman that endorsed the club's "... determination to run a first class professional team". Whitaker actively supported Norwich, as he wanted the league's influence to spread eastwards. On 30 May 1905, they were elected to play in the Southern League, in place of Wellingborough. With increasing attendances at matches and strict new clauses included in a proposed lease extension, Norwich were forced to leave Newmarket Road and move to a converted disused chalk pit in Rosary Road which became known as "The Nest". Works at The Nest, which included dismantling and moving the stands from Newmarket Road, were complete in time for the start of the 1908–09 season. On 10 December 1917, with football suspended during the First World War and the club facing spiralling debts, City went into voluntary liquidation. The club was officially reformed on 15 February 1919; a key figure in the events was a Mr C Watling, father of future club chairman, Geoffrey Watling. In May 1920, the Football League formed a Third Division, to which Norwich was admitted for the following season. Their first league fixture, against Plymouth, on 28 August 1920, ended in a 1–1 draw. The club endured a mediocre first decade in the league, finishing no higher than eighth but no lower than 18th. It was during this period that the players began to wear a canary emblem on their shirts. A simple canary badge was first adopted in 1922; a variation is used to this day. ## Striving to reach the top level: 1930–1972 The 1930s began with a brush with disaster – the side finished bottom of the league in 1931, but were successful in their bid for re-election. The rest of the decade proved more successful for Norwich, with a club-record victory, 10–2, over Coventry City and promotion to the Second Division as champions in the 1933–34 season under the management of Tom Parker. With rising crowds and the Football Association raising concerns over the suitability of The Nest, the club considered renovation, but ultimately decided on a move to Carrow Road. The original stadium was terraced on three sides, with only one stand (along Carrow Road) having wooden bench seating and a roof. Construction took 82 days and the inaugural match at the new ground, held on 31 August 1935, against West Ham United, ended in a 4–3 victory for the home team and set a new record attendance of 29,779. A highlight of the fourth season at Carrow Road was the visit of King George VI on 29 October 1938; this was the first occasion a reigning monarch attended a second-tier football match. The club was relegated back to the Third Division at the end of the season. Norwich's anguish was exacerbated by the closeness of the relegation fight; having finished second from bottom of Division Two, they were demoted on a goal average difference of just 0.05. The league was suspended the following season as a result of the outbreak of the Second World War, and professional play did not resume until the 1946–47 season. City finished this and the following season in 21st place, the poor results forcing the club to apply for re-election to the league. The lacklustre performances did not deter the crowds, and, in 1948, Carrow Road attracted its record attendance; 37,863 spectators watched City play Notts County. The club narrowly missed out on promotion under the guidance of manager Norman Low in the early 1950s, but following the return of Tom Parker as manager, Norwich finished bottom of the football league in the 1956–57 season. Events off the field were to overshadow the team's performances as the club faced financial difficulties severe enough to render them non-viable. With debts amounting to more than £20,000, the club was rescued by the formation of a new board, chaired by Geoffrey Watling and the creation of an appeal fund chaired by the Lord Mayor of Norwich, Arthur South, which raised more than £20,000. For these and other services to the club, both men (now deceased) were later honoured by having stands named after them at Carrow Road. Archie Macaulay became manager when the club was reformed and he oversaw one of the club's greatest achievements, its run to the semi-final of the 1958–59 FA Cup. Competing as a Third Division side, Norwich defeated two First Division opponents along the way, notably a 3–0 win against the Manchester United "Busby Babes". City lost the semi-final only after a replay against another First Division side, Luton Town. The team of 1958–59 – including Terry Bly who scored seven goals in the run, and Ken Nethercott who played most of the second half of one match in goal despite a dislocated shoulder – is today well represented in the club Hall of Fame. The "59 Cup Run" as it is now known locally, "remains as one of the truly great periods in Norwich City's history". Norwich were the third-ever Third Division team to reach the FA Cup semi-final. In the 1959–60 season, Norwich were promoted to the Second Division after finishing second to Southampton, and achieved a fourth-place finish in the 1960–61 season. From 1960, Norwich spent the next 12 seasons in the second tier, with finishes of fourth in 1961 and sixth in 1965 being among the most notable. In 1962, Ron Ashman guided Norwich to their first trophy, defeating Rochdale 4–0 on aggregate in a two-legged final to win the League Cup. Norwich finally achieved promotion from Division Two when they finished as champions in the 1971–72 season under manager Ron Saunders; Norwich City had reached the highest level of English football for the first time. ## First division yo-yo: 1972–1992 Norwich made their first appearance at Wembley Stadium in 1973, losing the League Cup final 1–0 to Tottenham Hotspur. Relegation to the Second Division in 1974 resulted in the resignation of Saunders and the appointment of John Bond. A highly successful first season saw promotion back to the First Division and another visit to Wembley, again in the League Cup final, this time losing 1–0 to Aston Villa. They remained in the top-tier of English football for another six seasons. The club finished tenth in the 1975–76 season; at the time their highest ever finish. Off the field, during Bond's tenure, a new River End stand was constructed at Carrow Road. Bond resigned during the 1980–81 season and the club were relegated, but bounced back the following season after finishing third. The 1984–85 season was one of mixed fortunes for the club; a fire gutted the old Main Stand on 25 October 1984 but on the pitch, under Ken Brown's management, they reached the final of the Milk Cup at Wembley Stadium. They defeated local rivals Ipswich Town in the semi-final. In the final, they beat Sunderland 1–0, but in the league both Norwich and Sunderland were relegated to the second tier of English football. Norwich had qualified for a place in the UEFA Cup, but were denied their first foray into European competition when English club sides were banned, following the Heysel Stadium disaster. City made an immediate return to the top flight by winning the Second Division championship in the 1985–86 season. High league placing in the First Division in 1988–89 would have been enough for UEFA Cup qualification, but the ban on English clubs was still in place. They also had good cup runs during his period, reaching the FA Cup semi-finals in 1989 and again in 1992. ## Europe, rise and fall: 1992–1999 In 1992–93, the inaugural season of the English Premier League, Norwich City led the league for much of the season, having been among the pre-season favourites for relegation, and were eight points clear of the field shortly before Christmas, before faltering in the final weeks to finish third behind the champions, Manchester United, and Aston Villa. They had shown that they were a force to be reckoned with from the very first day of the Premier League season, achieving an impressive 4–2 away win over an Arsenal side who were among the pre-season title favourites in a race finally won by Manchester United. This was a big surprise not least to the media and pundits who had tipped Norwich for a season of struggle. The following season Norwich played in the UEFA Cup for the first time, defeating Vitesse Arnhem of the Netherlands 3–0 in the first round. In the second round, they faced Bayern Munich of Germany. Norwich won the tie 3–2 on aggregate; their 2–1 victory in Munich earning them a place in history, as the only English team to beat Bayern Munich in the Olympic Stadium. The Independent described the win in Munich as "the pinnacle of Norwich City's history". Reflecting on the shock result, Four Four Two wrote "The news that Norwich had gone 2–0 up in the Olympic Stadium seemed frankly surreal." Norwich's cup run was ended by Italy's Internazionale, who defeated them 2–0 over two legs. Mike Walker's success at Norwich attracted attention and, in January 1994, he left the club to take charge of Everton. Walker's replacement was first team coach John Deehan, who was assisted by Gary Megson, then still a player. Deehan led the club to 12th place in the 1993–94 season in the Premier League. During the 1994 close season, the club sold 21-year-old striker Chris Sutton to Blackburn Rovers for a then British record fee of £5 million. By Christmas 1994, Norwich City were seventh in the Premiership and were therefore challenging for a return to the UEFA Cup. But, following a serious injury to goalkeeper Bryan Gunn, the club's performance nosedived; with just one win in their final 20 Premiership fixtures, Norwich plummeted to 20th place and were relegated to the second tier of English football. Deehan resigned just before relegation was confirmed and his deputy, Megson, took over as temporary manager until the end of the season. Martin O'Neill, who had taken Wycombe Wanderers from the Conference to the Second Division with successive promotions, was appointed as Norwich City manager in mid-1995. He lasted just six months in the job before resigning after a dispute with chairman Robert Chase over Chase's refusal to permit O'Neill to spend significant sums on strengthening the squad. Soon after O'Neill's resignation, Chase stepped down after protests from supporters, who complained that he kept selling the club's best players and was to blame for the relegation. Between 1992 and January 1995, Norwich had disposed of several key attacking players: Robert Fleck (for £2.1M), Ruel Fox (for £2.25M), Chris Sutton (for £5M), Efan Ekoku (£0.9M) and Mark Robins (£1M). Nearly 40 years after being instrumental in saving the club from bankruptcy, Geoffrey Watling bought Chase's majority shareholding. Gary Megson was appointed Norwich manager on a temporary basis for the second time in eight months. Megson remained in charge until the end of the season before leaving the club. Just four seasons after finishing third in the Premiership and beating Bayern Munich in the UEFA Cup, Norwich had finished 16th in Division One. English television cook Delia Smith and her husband Michael Wynn-Jones took over the majority of Norwich City's shares from Watling in 1996, and Mike Walker was re-appointed as the club's manager. He was unable to repeat the success achieved during his first spell and was sacked two seasons later with Norwich mid-table in the First Division. His successor Bruce Rioch lasted two seasons and departed in mid-2000, with promotion yet to be achieved. ## New millennium and centenary: 2000–today Rioch's successor, Bryan Hamilton, lasted in the job for six months before he resigned with the club 20th in the First Division, and in real danger of relegation to the third tier of English football for the first time since the 1960s. The new appointee was Nigel Worthington, who had been Hamilton's assistant manager. Worthington's time as Norwich manager was one of peaks and troughs, with mid-table comfort a rarity. In his first part-season, he successfully steered the team away from the threat of relegation. The following season, Norwich exceeded expectations and reached the 2002 play-off final, losing to Birmingham City on penalties. Norwich City celebrated its centenary in 2002. Among the celebrations and events was an initiative to create a Hall of Fame, to honour players, coaches, managers, directors and executives who have "made the greatest contribution to the club in its long history both on and off the pitch". Initially, 100 significant figures from the club's history were honoured; 25 were nominated by the club and a further 75 were subsequently chosen by a fan vote. A further 10 members were inducted in 2006, elected by the club's supporters. After a season of consolidation, in 2003–04 Worthington led the club to the First Division title, a success achieved by a margin of eight points and Norwich returned to the top flight for the first time in nine years. For much of the 2004–05 season, the club struggled in the Premiership, but the team staged a remarkable comeback in the final weeks of the season: Norwich, who had not won in months, secured 13 points out of 18. On the last day of the season, the club needed a win to ensure top flight football the following season, but a 6–0 away defeat to Fulham condemned them to relegation. The club was expected to make a quick return to the Premiership in the 2005–06 season, but a terrible first four months to the campaign saw City fall as low as 18th in The Championship and "the fans started to turn on Nigel Worthington". Dean Ashton was sold for a club-record £7million, approximately double what they had paid just one year earlier. Half of Ashton's fee was immediately reinvested in the purchase of Welsh striker Robert Earnshaw, who helped the Canaries' revival to a ninth-place finish. Worthington made just one permanent signing in the close season, and when a poor run of form ensued, leaving the club in 17th place in the Championship, he was dismissed. First team coach Martin Hunter acted as caretaker manager for a fortnight before former City player Peter Grant left West Ham United to become the new manager. Grant managed to lift the side to finish 16th in the league. During the 2007 close season, Grant brought in nine players; ten players, including Earnshaw, departed and Darren Huckerby criticised the club for selling their best players. When the 2007–08 season opened with only two Norwich wins by early October, Grant left the club by "mutual consent". On 30 October, former Newcastle United boss Glenn Roeder was confirmed as the new manager. Roeder released several players, largely replacing them with inexperienced loan signings. Results improved enormously, lifting the club from five points adrift at the foot of the table to a comfortable mid-table position. Following a poor first half of the 2008–09 campaign, Roeder was dismissed in January 2009. The appointment of the club's "legendary former goalkeeper", Bryan Gunn, as manager did not prevent relegation to the third tier of English league football (League One), a level the club had not played at since 1960. Norwich started their League One campaign at home to fellow East Anglians Colchester United. They were widely expected to return swiftly to the Championship, but suffered a shock 1–7 defeat, the worst home defeat in their 107-year history. Gunn was sacked six days later. The club moved swiftly to appoint the man who had masterminded the downfall of Gunn, Colchester manager Paul Lambert. Lambert oversaw a turnaround in fortunes to lead Norwich to promotion back to The Championship as League One champions, during a season that included a 16-game unbeaten run. The following season, two victories in the Old Farm derby over Ipswich Town, were part of a season in which Norwich finished runners-up and returned to the Premier League following a six-year absence. The club finished in 12th place in their first season back in the Premier League but Lambert resigned within a month of the season's close. He was replaced by Chris Hughton for the 2012–13 season. Hughton's reign started poorly, but the bad run of form was followed by a club record unbeaten run in the Premier League and Norwich secured their third consecutive year in the Premier League. A 1–0 home defeat to Luton Town that season resulted in Norwich becoming the first English top-flight team to lose a FA Cup tie to a non-league side in 24 years. At the end of the 2013–14 season, Hughton's second as manager, shortly before Norwich were relegated back to the Championship, Hughton was replaced by former Norwich player Neil Adams. After a mediocre first half of the 2014–15 season, Adams resigned and Hamilton Academical manager Alex Neil was appointed in January 2015; at 33 years old, he was the second youngest manager in the Football League. The appointment reinvigorated Norwich's season and after narrowly missing out on automatic promotion back to the Premier League, victory in the 2015 Championship playoff final secured an immediate return to the top division of English football. During the 2015–16 season, former Shadow Chancellor Ed Balls was appointed chairman. At the end of that season, Norwich were relegated once more, to play in the 2016–17 EFL Championship. When it became clear that the club would not be promoted, Neil left his post and was replaced in May 2017 by German coach, Daniel Farke, on a two-year contract. In 2017/18, Farke's first season in charge saw Norwich finish in 14th place in the 2017–18 EFL Championship table. The 2018–19 season saw Norwich City promoted back to the Premier League, winning the title on the final day with a 2–1 win over Aston Villa at Villa Park. However, Norwich's stay in the Premier League was brief and the club were relegated a year later, finishing bottom and amassing just 21 points. The post-millennium period has seen changes to the way the club is run as a business. When a new business management team was appointed at the start of the 2009–10 season, it inherited a business saddled with debt. Substantial work was done to restructure the finances, with a plan for all debt to be repaid within five years. In 2016, the club reported that it was debt-free.
16,598,458
Broad Ripple Park Carousel
1,110,391,981
Restored antique carousel in Indianapolis, Indiana, U.S.
[ "1917 establishments in Indiana", "Amusement rides introduced in 1917", "Buildings and structures in Indianapolis", "Carousels on the National Register of Historic Places in Indiana", "National Historic Landmarks in Indianapolis", "National Register of Historic Places in Indianapolis", "The Children's Museum of Indianapolis", "Tourist attractions in Indianapolis" ]
Broad Ripple Park Carousel is an antique carousel in The Children's Museum of Indianapolis. It was installed in 1917 at an amusement park near the White River in Indianapolis, Indiana, where it remained until the building housing it collapsed in 1956. The ride's mechanism was destroyed, but the animals were relatively unscathed and put into storage by the park's owners, the Indianapolis Department of Parks and Recreation. The animals were carved by the Dentzel Carousel Company some time before 1900 but were assembled by the William F. Mangels carousel company, which also supplied the engine powering the ride. The Children's Museum of Indianapolis acquired its first two carved animals from the ride in 1965, and the last few wooden animals in 1973. The museum planned to sell some to finance the restoration of others until the director of the museum, Mildred Compton, was convinced by carousel enthusiasts that the museum should instead restore all the animals and recreate the working carousel. Restoration of the carved animals began in 1966 and was only finished with the restoration of the entire carousel in 1977. No space had been allocated for the display of such a large exhibit in the museum's planned new building, which meant some re-designing was necessary to allow its installation on the fifth floor. A 1919 Wurlitzer band organ model \#146-B, a type manufactured only for carousels, was also installed. As restored, the carousel is 42 feet (13 meters) wide and has a total of 42 animals, including – as well as the usual horses – goats, giraffes, deer, a lion, and a tiger. It was designated a National Historic Landmark in 1987. ## History ### Background The Broad Ripple Park Carousel was installed in 1917 in an amusement park on the outskirts of Indianapolis, Indiana. The White City Amusement Park had been established in 1906 in what is now Broad Ripple Village, alongside the White River. In 1908 a fire caused damage throughout the park, and only the swimming pool remained unscathed. The park closed for three years until its purchase by the Union Traction Company, which restored it and operated it for eleven years. The carousel was installed during the Union Traction Company's ownership. The park was sold in May 1922 to the new Broad Ripple Amusement Park Association, and renamed Broad Ripple Park. In 1927 the park was sold again, and changed hands once more in 1938. The Board of Parks Commission of Indianapolis bought the property on May 18, 1945, paying \$131,500 (approximately \$ as of 2023) for the 60-acre (24-hectare) tract, and turned the property into a general-use park, destroying all rides it could not sell. The board's original plan was to sell the carousel and the narrow-gauge railway rides. Only the carousel remained in Indianapolis after it was unsold; the steam locomotive is now at the Indiana Transportation Museum at Noblesville, Indiana. ### Installation The carousel was commissioned by William Hubbs, who had it installed in White City Amusement Park in 1917. Built on a Mangel-Illions mechanism, it used animals carved by the Dentzel carousel company of Philadelphia, Pennsylvania, sometime before 1900. The carousel was assembled by the William F. Mangels carousel company in 1917. It was probably not the first carousel in the park, as there are indications of a previous ride that came from Hartford, Connecticut. Nothing is known of the history of the animals before their installation in the 1917 carousel assembly. During the 1960s newspaper reports stated that it was believed that the animals had arrived in Indianapolis in 1917, imported from Germany by two brothers named Mangels, but later research revealed the animals were manufactured by the Dentzel carousel company. Also included in the installation were oil paintings on the canopy over the animals and mechanism. Part of the installation appears to have involved the retrofitting of some animals to fit the Mangels mechanism. During this process some of the animals, which were carved in stationary or standing positions and thus not meant to be "jumpers" (animals that moved up and down), were modified to allow them to move. ### Park usage Between 1917 and 1938 the carousel was located near the White City park pool, in an enclosed building with numerous large windows. In 1938, after the park was purchased by William McCurry, the ride was enclosed within an unwalled pavilion with a domed roof and moved to the area of the park set aside as a children's playground. The carousel was operated as a concession, which one operator, William Hubbs, held for almost 10 years. The park district does not appear to have moved the carousel after taking over in 1945, as a 1955 newspaper article noted it was still in the same spot it had occupied for 38 years. The carousel was again operated as a concession within the park, this time by the wife of Everett DuBois, the park superintendent. Like Hubbs, Mrs. DuBois operated the carousel for almost 10 years. Although the district did not change the ride's location, it noted in 1955 that the equipment was showing its age. In 1955 the park district attempted to paint over the oil paintings on the canopy, which had deteriorated. The Indianapolis Art League objected, and volunteered to restore the original paintings rather than have them painted over with Disney characters. The domed pavilion housing the mechanism collapsed in 1956, destroying the mechanism and the sweeps that supported the animals. The park district disposed of the destroyed mechanical parts and stored the animals. In 1961 the giraffes, along with other animals from the carousel, were used in a Christmas display at University Park in Indianapolis. During this time, discussions began between the park district and the Indianapolis Zoological Society about the possibility of the Zoological Society acquiring the animals for use in its children's zoo section. In April 1962 newspaper reports stated that the animals were to be donated to the zoo, for installation in the main zoo; the zoo planned to purchase a smaller merry-go-round for the children's zoo. The animals were apparently still being offered to the zoo in December 1963, as a newspaper story announced that the park district had just given the zoo authorization to use the carousel parts, and volunteers were being sought to restore the animals. The president of the Zoological Society described the animals as "bigger and more realistically colored, and more intricately detailed, sturdier, and they have more different kinds of animals than that aluminum junk they throw out today". ### Acquisition by the museum In 1965 The Children's Museum of Indianapolis, then located in a building at 30th and Meridian Streets, acquired two horses from the carousel. Mildred Compton, the museum director, had seen the carousel in Broad Ripple Park before 1952, and hoped to secure the surviving animals, but the park district was initially unwilling to part with more than two, as the district was using five or six animals in the annual Christmas displays at Monument Circle. During the first half of 1966, the two horses were refinished by a museum volunteer. Both were stripped of old paint, one was repainted, and the other was refinished with lemon oil to feature the carvings on the animal. Compton obtained real horse tails from an Indianapolis slaughterhouse to replace the lost originals. By September 1966 the two horses were ready for display in the museum's front entrance. The park district allowed the museum to use one of the surviving giraffes in a booth at a fall festival held at the Indianapolis Museum of Art in 1968. The museum subsequently acquired most of the remaining animals in 1969, after a search through the storage building containing the animals. The animals and parts of animals had to be searched for in corners and under boxes in the park district storage building. Besides a large number of horses, 2 more giraffes, a lion, and a tiger were found. Photographs of the animals were sent to Frederic Fried, an expert in carousels, who confirmed that the animals were made in the United States, not Germany, probably before 1900. He also confirmed that they were carved by the Dentzel company. The museum intended to keep a few of the animals and sell the others to finance its operations, but Mildred Compton returned from a visit to the 1973 National Carousel Roundtable convinced that it should instead restore all of them and recreate the working carousel in its planned new building. But no space had been allocated to allow the display of such a large exhibit, requiring the plans to be adjusted. Columns required in the original layout were removed to allow the carousel's installation on the fifth floor. While plans were under way to secure funding for the restoration of the carousel, efforts were made to find some missing animals. By studying old photographs of the carousel, it was determined there had been three deer or stags which had not been found in the park district storage building. No one at the park district knew of their whereabouts, and some employees believed the animals had disintegrated. As well as the missing deer, two horses were missing. The museum contacted local newspapers, which published stories on the efforts to restore the carousel. The reports mentioned the missing animals, and that the museum was trying to locate them. An anonymous tip received in December 1973 revealed the deer were used in the annual Christmas Gift and Hobby Show, where they served as escorts for Santa Claus. Compton was able to secure the animals from the park district for the museum. ### Restoration The mechanical parts were assembled in the fifth-floor area in November 1975, using a non-original Mangel-Illions mechanism. A Wurlitzer carousel organ, which had belonged to an amusement park in San Francisco, was added. Before it was installed in the Children's Museum, the organ was refurbished and rebuilt by Carval Stoots of Plainfield, Indiana, in 1976. An artist from Pennsylvania recreated the upper outside panels in the style of the carousels of the period around the time of World War I. The carvings on the panels were provided by Allen and Rita Orre of Ohio and the International Amusement Devices Company of Ohio; the mirrors were produced by an Indianapolis glass firm. The scenery panels were initially some discovered Dentzel company panels, and these were used in 1976 and 1977 while replica Mangels-Illions-style panels were built in the museum's shops. The animals were restored between 1975 and 1977 by Bill and Caroline Von Stein of Cincinnati, Ohio. The Von Steins were experienced with other types of museum conservation work, but had never restored carousel animals. Because of the animals' poor condition, no attempt was made to restore them to their original paintwork; instead, the restorers were allowed to use their judgment on color choices and other decorations. The museum's only requirements were that they use reasonably natural decorative schemes and no high-gloss paint. ### Changes since initial restoration The original engine propelling the carousel was a belt-driven mechanism, but after the initial restoration it was exchanged for a fluid drive provided by the Kissell Brothers Amusement Rides company of Cincinnati, Ohio, who suggested the platform for the carousel be improved. To provide crowd control, a pavilion was built over the carousel and a ticket booth was installed. Neither was based on any extant buildings, but each was a composite of several other structures. The animals are removed one at a time from the carousel for routine maintenance and refurbishment, which is carried out in the museum's own shops. The carousel was designated a National Historic Landmark on February 27, 1987, and the National Historic Landmarks Program assessed its condition as "satisfactory" in 2008. The carousel is one of the largest displayed artifacts in the museum, and is available to be ridden by visitors. ### QRpedia The carousel features a QR code as part of the museum's involvement in the QRpedia project. Visitors may scan the code with a suitable mobile device and will be served the Wikipedia article about it, in whatever language their device is set to use, if available. ## Carousel composition The carousel is one of the three oldest surviving Dentzel menagerie carousels. Thirty-one of its 42 wood-carved animals are horses, 14 standing and 17 jumping. There are also three goats, three giraffes, three deer, one lion, and one tiger. The single lion and tiger are typical of Dentzel-created carousels, as are the three giraffes; Gustav Dentzel's love of that animal resulted in all of his carousels including at least one row of giraffes. The animals are arranged in three circles around the central mechanism, alternating leaping or jumping horses with stationary animals. Typical for a Mangels-Illions manufactured carousel, there are 18 jumping animals, all but one of which is original; the horse that could not be found in 1975 was replaced with another Dentzel horse. Although the animals were not originally carved to display jewels, at some point they were so displayed at the amusement park, and thus the museum restored the animals on the outside circle with jewels. The mechanism powering the ride is a 40-foot (12-meter) diameter Mangels-Illions manufactured carousel, but it is uncertain whether this exactly matches the original Mangels-Illions mechanism. The whole assembly has a diameter of 42 feet (13 meters). The organ, a 1919 Wurlitzer carousel organ model \#146-B, is of a type designed specifically for carousels.
23,132,306
Hrabri-class submarine
1,154,155,871
Class consisted of two submarines built for the Kingdom of Yugoslavia
[ "Hrabri-class submarine", "Submarines of the Royal Yugoslav Navy", "United Kingdom–Yugoslavia relations", "World War II submarines of Yugoslavia" ]
The Hrabri class consisted of two submarines built for the Kingdom of Serbs, Croats and Slovenes – Yugoslavia from 1929 on – by Vickers-Armstrong in the United Kingdom. Launched in 1927, the boats were named Hrabri (Brave) and Nebojša (Fearless). Their design was based on that of the British L-class submarine of World War I, and they were built using parts from L-class submarines that were never completed. The Hrabri-class were the first submarines to serve in the Royal Yugoslav Navy (KM), and after extensive sea trials and testing they sailed from the UK to the Adriatic coast of Yugoslavia, arriving in April 1928. They were armed with six bow-mounted 533 mm (21 in) torpedo tubes, two 102 mm (4 in) deck guns, one QF 2-pounder (40 mm (1.6 in)) L/39 anti-aircraft gun and two machine guns. Their maximum diving depth was restricted to 55 metres (180 ft) by Yugoslav naval regulations. Prior to World War II, both submarines participated in cruises to Mediterranean ports. In 1930, Nebojša was damaged in a collision with a merchant ship. In 1933–1934 both boats were refitted, their superstructure was extensively modified and the 2-pounder gun on each submarine was replaced with a single 13.2 mm (0.52 in) Hotchkiss M1929 anti-aircraft machine gun. By 1938 the class was considered to be obsolete, but efforts to replace the two old boats with modern German coastal submarines were stymied by the advent of World War II, and the class remained in service. Immediately before the April 1941 German-led Axis invasion of Yugoslavia, the two boats conducted patrols in the Adriatic Sea. Hrabri was captured by the Italians at the time of the Yugoslav surrender in mid-April, and after an inspection she was scrapped. Nebojša evaded capture and made it to Egypt to join the British Royal Navy (RN). Along with other vessels and crews that had escaped during the invasion, Nebojša formed part of the KM-in-exile, which operated out of eastern Mediterranean ports under the operational command of the RN. Nebojša was overhauled and initially served with RN submarine forces in the Mediterranean Sea as an anti-submarine warfare training boat. At the end of 1941 the RN prohibited her from diving and she was employed as a battery charging station for other submarines. In May 1942 her crew were removed and placed in a British military camp following a revolt by Yugoslav generals based in Egypt, and she received an almost entirely RN crew. Nebojša underwent another extensive overhaul by the RN, then she was briefly utilised for training in Beirut. The boat was formally handed back to the KM-in-exile in mid-1943, after which she underwent a further substantial refit. Nebojša eventually made her way to Malta where the headquarters of the KM-in-exile was then located. After the war in Europe ended, Nebojša was transferred to the new Yugoslav Navy and renamed Tara. She was used in a static training role until 1954, when she was stricken. ## Background The naval policy of the Kingdom of Serbs, Croats and Slovenes (the Kingdom of Yugoslavia from 1929) lacked direction until the mid-1920s, although it was generally accepted by the armed forces that the Adriatic coastline was effectively a sea frontier that the naval arm was responsible for securing with the limited resources made available to it. A few naval officers attended submarine warfare courses in the United Kingdom and France in the hope that funds might be forthcoming from the government to create a submarine arm for the navy. In 1925, King Alexander visited the navy for the first time and several senior naval officers suggested to him that a submarine arm was needed. In the middle of 1926, the British L-class submarine HMS L53 visited the Adriatic to familiarise Yugoslav naval officers with the class and undergo trials to demonstrate its capabilities. In the same year, a modest ten-year construction program was finally initiated to build up a force of submarines, coastal torpedo boats, torpedo bombers and conventional bomber aircraft for coastal defence. The two Hrabri-class submarines, named Hrabri (Brave) and Nebojša (Fearless), were some of the first new acquisitions aimed at developing a naval force capable of meeting this challenge. Nebojša was also named after the eponymous medieval tower near the Yugoslav capital of Belgrade, which had played a prominent part in battles between Serb and Ottoman Empire forces during the wars of Serbian independence from 1804 to 1817, and again during the Austro-Hungarian Empire campaigns against the Kingdom of Serbia in World War I. The Hrabri class was built for the Kingdom of Serbs, Croats and Slovenes by the Vickers-Armstrong Naval Yard on the River Tyne in the United Kingdom. Their design was based on that of the L class, and they were built using parts originally assembled for the Group III boats HMS L-67 and HMS L-68, which were not completed due to the end of World War I. The British Royal Navy cancelled the order for the two submarines in March 1919, and the partially constructed hulls were launched on 16 June and 2 July respectively to free up the slipways on which they were being built. In November the hulls were sold by the Royal Navy (RN) to the shipyard, and once the contract with the Yugoslavs was signed they were brought back onto the slipways and completed to a modified design. The British boats were chosen for two reasons: the visit by HMS L53, and a British credit for naval purchases which included spending some of the funds in British shipyards. A total of 33 L-class boats were built by the British between 1917 and 1927. The L-class boats were an improved version of the British E class and achieved a better relationship between displacement, propulsion, speed and armament than their predecessors, including a powerful armament of both torpedoes and guns. The class was designed for operations in the North Sea in World War I, but due to their considerable range they were deployed around the world during the interwar period by the RN, including in the Mediterranean, and three were still in service at the outbreak of World War II. ## Description and construction ### General The Hrabri-class boats were of a single hull design with a straight stem, circular cross section and narrow pointed stern. The ballast and fuel tanks were configured as saddle tanks, one along each side, tapered at either end. The keel was straight until it inclined upwards as part of the pointed stern, and a detachable ballast keel was also fitted. The submarines had two shafts each driving a three-bladed propeller, and boat direction was controlled using a semi-balanced rudder. The forward hydroplanes were positioned about 8 m (26 ft) aft of the bow, and the aft set were positioned aft of the propellers. The two anchors could be lowered from vertical tubes in the bow. The boats had a narrow steel-plated deck, and a tall, long and narrow conning tower with a navigation bridge positioned in the centre of the deck. Both fore and aft and at the same level as the conning tower were gun platforms protected by high bulwarks. The superstructure was partially raised both fore and aft of the gun platforms, with the torpedo hatch and a small torpedo crane forward, and the machinery hatches aft. Aft of the machinery hatches was a small step down which ran to 15 m (49 ft) short of the stern and contained a small ship's boat. The deck was too narrow and slippery for the crew to walk along it while underway. Internally, transverse bulkheads divided the hull into seven watertight compartments. The first two compartments housed the torpedo tubes and reserve torpedoes, respectively, along with sleeping accommodation for some of the crew. The forward trim tanks were located underneath these two compartments. The upper levels of the third and fourth compartments contained accommodations for the officers and additional crew, respectively, and the lower levels each contained 112-cell electric batteries. In the middle of the boat, underneath the conning tower, was the control room. Aft of that, the fifth compartment was taken up by the machinery room, containing two diesel engines for surface running. Underneath that were diesel fuel tanks. The sixth compartment contained two electric motors on the upper level and an electric battery compartment with another 112 cells on the lower level. At the stern, the seventh compartment contained the steering machinery on the upper level and the aft trim tanks on the lower level. Several innovations in the Hrabri-class boats distinguished them from the original L-class design. At the suggestion of Yugoslav naval officers, gyrocompasses salvaged from former Austro-Hungarian Navy ships were fitted. A central pumping station was also installed, allowing for all ballast tanks to be blown at once from a single position. This enhancement saved the boats from sinking at least twice during their service. The final difference was that one of the three periscopes was modified to enable observation of the skies to warn of impending air attacks. The two Yugoslav boats had an overall length of 72.1 metres (236 ft 7 in), a beam of 7.31 m (24 ft), and a surfaced draught of 4 m (13 ft). Their surfaced displacement was 975 long tons (991 t) or 1,164 long tons (1,183 t) submerged. Their crews initially consisted of five officers and 42 enlisted men, but by 1941 this had increased to six officers and 47 enlisted men. They had a diving depth of 50–70 m (160–230 ft), but Yugoslav naval regulations restricted them to a maximum depth of 55 m (180 ft). They were expected to dive to periscope depth in 70 seconds, but at one point the crew of Hrabri could achieve this in 52 seconds. ### Propulsion For surface running, the Hrabri-class boats were powered by two Vickers V12 diesel engines designed in 1912 that were rated at a combined 2,400 brake horsepower (1,800 kW) at 380 rpm. Each engine weighed 33.8 t (33.3 long tons; 37.3 short tons), was made up of six parts, each of which held two cylinders. The parts were held together by screws. The screws were subject to great stress during navigation in rough weather, and they often cracked. This was a severe burden on the submarine's engine crews, as the work to replace them was exhausting, and forced the navy to stock the boats with a significant number of spare screws, adding significant weight. The naval historian Zvonimir Freivogel states that on a 15-day Mediterranean cruise, Nebojša needed 420 kg (930 lb) of replacement screws. A total of 76 t (75 long tons; 84 short tons) of fuel was carried, 15 t (15 long tons; 17 short tons) in each of the saddle tanks and the rest inside the hull. As the fuel in the saddle tanks was used it was replaced with sea water to maintain displacement, buoyancy and trim. They could reach a top speed of 15.7 knots (29.1 km/h; 18.1 mph) on the surface, less than the contract speed of 17.5 kn (32.4 km/h; 20.1 mph). On the surface using the diesel engines, the submarines had a range of 5,000 nautical miles (9,300 km; 5,800 mi) at 9 knots (17 km/h; 10 mph). When submerged, the two propeller shafts were driven by two electric motors generating a total of 1,600 shaft horsepower (1,200 kW) at 300 rpm. The submarines also had a small 20 bhp (15 kW) electric motor for silent underwater running. The battery storage consisted of three hundred and thirty-six 3820 LS Exide cells, which had a combined weight of 138 t (136 long tons; 152 short tons). The boats could reach 10 kn (18.5 km/h; 11.5 mph) on their electric motors when submerged, again less than the contract speed of 10.5 knots (19.4 km/h; 12.1 mph). With the silent running motor, the boats could achieve a nominal speed of 1.7 to 1.8 kn (3.1 to 3.3 km/h; 2.0 to 2.1 mph) underwater. Underwater, the boats had a range of 200 nmi (370 km; 230 mi) at 2 kn (3.7 km/h; 2.3 mph). ### Armament The Hrabri class were fitted with six bow-mounted 533 mm (21 in) torpedo tubes and carried twelve Whitehead-Weymouth Mark IV torpedoes, six in the tubes and six reloads. They were also equipped with two 102 mm (4 in) Mark IV L/40 guns, one in each of the mounts forward and aft of the bridge. Each gun weighed 1,200 kg (2,600 lb). Due to the raised gun platforms and protective bulwarks, the guns could be brought into action before the submarine reached full buoyancy and the crews could work them in heavy seas without the danger of being washed overboard. The guns could fire a 14 kg (31 lb) shell up to twelve times a minute to a maximum range of 9,560 m (31,360 ft). Until the destroyer leader Dubrovnik was commissioned in 1932, the Hrabri-class boats had the heaviest armament of any Royal Yugoslav Navy vessel. ### Modifications in Yugoslav service On arrival in the Adriatic, both submarines were fitted with a single Vickers QF 2-pounder (40 mm (1.6 in)) L/39 anti-aircraft gun and two anti-aircraft machine guns. The Vickers gun fired a 0.76 kg (1.7 lb) shell to a maximum horizontal range of 6,000 m (20,000 ft) and a maximum vertical range of 4,000 m (13,000 ft). During service the Exide battery cells in both boats were replaced with Tudor SHI-37 battery cells. Between 1933 and 1934 the superstructure of both boats underwent a significant rebuild. The conning towers of the boats were reduced in size, the corners were rounded and a bulwark was installed that enclosed the forward part of the towers. At the same time the main gun mounts were lowered and the 2-pounder was removed from each boat and replaced with a 13.2 mm (0.52 in) Hotchkiss M1929 anti-aircraft machine gun, which had a maximum horizontal range of 4,000 m (13,000 ft) and a maximum vertical range of 3,000 m (9,800 ft). From this point, the silhouette of the boats was similar to the British R-class submarine. ## Service history Hrabri and Nebojša were launched on 15 April and 16 June 1927 respectively with tactical numbers 1 and 2, which were painted centrally on each side of the conning tower. Nebojša was completed first. During their sea trials the boats suffered several mishaps and difficulties. In an incident between mid-September and mid-December 1927, Nebojša began to sink quickly at the bow. Her crew reacted quickly and blew all ballast tanks, thereby avoiding the bow striking the seafloor. Hrabri was accidentally rammed by the British tug Conqueror, although damage to her was slight. When trial diving on another occasion, Hrabri listed sharply to starboard and the bulwark around the bridge was damaged by waves. Many external details of the boats were modified by Vickers in an attempt to achieve the contract speeds. These modifications included closing and remodelling of hull openings and flood slits and using thinner hydroplanes. These changes were to no avail, and by way of compensation Vickers installed a battery charger in the submarine tender Hvar at their own expense. The trial and training phase was extensive, and once it was completed, the boats sailed to Portland where they took onboard their complement of torpedoes, before returning to Newcastle. ### Interwar period The two boats left the Tyne on 11 March 1928 in company with Hvar. En route one of the submarines suffered from engine trouble and the group had a five-day stopover at Gibraltar for repairs. They then had a five-day visit to Algiers in French Algeria and a brief stop at Malta before arriving at Tivat in the Bay of Kotor on the southern Adriatic coast on 5 April. Torpedo exercises for the two boats followed, and then a cruise along the Adriatic coast. On 16 August a serious accident was averted aboard Hrabri in the narrow harbour entrance at Šibenik in central Dalmatia. The boat's rudder jammed, but the reserve steering mechanism was started quickly and the boat brought safely through. In May and June 1929, Hrabri, Nebojša, Hvar and six 250t class torpedo boats accompanied the light cruiser Dalmacija on a cruise to Malta, the Greek island of Corfu in the Ionian Sea, and Bizerte in the French protectorate of Tunisia. According to the British naval attaché, the ships and crews made a very good impression while visiting Malta. On 9 December 1929, the two Osvetnik-class submarines joined the KM, completing the submarine flotilla. In early June 1930, Nebojša was exercising her crew at periscope depth "targeting" the Yugoslav submarine tender Sitnica between Dubrovnik and the Bay of Kotor when she collided with the 2,324-gross register ton (GRT) Yugoslav steamship Pracat. Nebojša's forward gun was lost and her conning tower was damaged, but neither her saddle tanks or hull were breached, so she was able to safely surface. There were no injuries to the crew members of either vessel. After immediate repairs her forward gun was replaced by a wooden replica, and later the aft gun was moved forward and the aft gun mount was left empty. She was not fully re-armed until the 1933–1934 refit. In mid-1930, Hrabri, Nebojša and Sitnica cruised the Mediterranean, visiting Alexandria in Egypt and Beirut in Lebanon. Over the next several years, the submarines engaged in a cycle of summer cruises followed by repairs and refits in the winter months. In 1932, the British naval attaché reported that Yugoslav ships engaged in few exercises, manoeuvres or gunnery training due to reduced budgets. In 1933, the attaché reported that the naval policy of Yugoslavia was strictly defensive, aimed at protecting her more than 600 km (370 mi) of coastline. On 4 October 1934, Hrabri and the Osvetnik-class boat Smeli commenced a training cruise in the Mediterranean involving sailing around Sicily independently and meeting at Bizerte. When King Alexander was assassinated in Marseille in France on 9 October, they were ordered to return home and reached Tivat on 13 October. From March 1935 to September 1936, Josip Černi [sl] was Hrabri's commanding officer; Černi went on to become the commander-in-chief of the Partisan Navy during World War II. In 1937, Hrabri participated in a cruise through the eastern Mediterranean along with Smeli, the flotilla leader Dubrovnik and the seaplane tender Zmaj. The ships continued on to Istanbul in Turkey, but the two submarines returned to Tivat. The crews of all four vessels were commended for their good behaviour during the cruise. By 1938, the KM had determined that the Hrabri-class boats were worn out and obsolete and needed replacement. In October two German Type IIB coastal submarines were ordered to replace them. The outbreak of World War II less than a year later meant that the ordered boats were never delivered and the Hrabri class had to continue in service. During the interwar period, Yugoslavia was a divided country dominated by Serb elites who essentially disregarded the rights and needs of the other constituent nations, and most Yugoslavs lacked a sense of having a share in the country's future. The Yugoslav military largely reflected this division, few considering interwar Yugoslavia worth fighting or dying for. ### World War II When the German-led Axis invasion of Yugoslavia commenced on 6 April 1941, the entire submarine flotilla was docked in the Bay of Kotor. A few days before the invasion, the KM deployed two submarines each night to patrol the coastline, primarily on the surface. They deployed Nebojša and Osvetnik together, and rotated them on each succeeding night with Hrabri and Smeli. On the day of the invasion Italian bombers attacked KM vessels in the Bay of Kotor. Nebojša was forced to conduct an emergency dive to avoid being hit, and she almost rammed the bottom. A few of her crew were wounded by bomb fragments, but the submarine itself was not damaged. Hrabri and Osvetnik received orders to support a planned attack on the Italian enclave at Zara, but when this was cancelled Hrabri remained in the Bay of Kotor. The commanding officer of Sitnica was willing to take command of Hrabri and captain the boat to Greece, but the crew were opposed to this action, and Hrabri was captured at the Bay of Kotor by the Italians after the Yugoslav surrender came into effect on 18 April. Hrabri was designated N3 by the Italians and towed to Pola for inspection. Due to her poor condition, the Italians decided not to commission her and she was scrapped later that year. On 9 April, Nebojša and Smeli were sent to the southern Adriatic to attack Italian maritime traffic between Bari in Italy and the Italian protectorate of Albania. Despite the large amount of traffic in the area, Nebojša did not engage any targets. She returned to the Bay of Kotor on 10 or 11 April, where the fleet had begun to break up and some ships' crews were deserting. On 14 April the pending Yugoslav unconditional surrender was announced, and two days later the crew were advised by their commanding officer, Anton Javoršek, that they would be surrendering the following day. Aware that some of the crew wished to escape to the Allies, he tried to dissuade them from doing so. While he was ashore at a conference, his second-in-command, Đorđe Đorđević, contacted a submarine officer he knew who was attached to the defence headquarters of the Bay of Kotor, Đorđe Mitrović, and offered him the command of the submarine if he would lead the crew that wished to escape to Greece. Mitrović readily agreed and took command. Of the six officers and 46 sailors that normally comprised the crew, three officers and 28 sailors chose to escape. Some of this shortfall was made up by eleven sailors from the submarine reserve pool. That evening she sailed to Kumbor, also in the Bay of Kotor, and took onboard three naval officers, one sailor, nine army officers and six civilians. Nebojša left the Bay of Kotor on 17 April, and sailed submerged until 20:20 when she surfaced to recharge her batteries during the night. Submerging again, she passed through the Strait of Otranto between Italy and Albania on 18 April. The following day her gyrocompass malfunctioned, and her crew were forced to use an unreliable magnetic compass to navigate. To conduct repairs on the gyrocompass, Nebojša stopped at Argostoli on the island of Cephalonia in the Ionian Islands of western Greece on 20 April, and the army and civilian passengers were put ashore. Resupplied, she left Argostoli on 22 April and headed for the Greek island of Crete. A storm on 23 April near the island of Antikythera tore off some deck plating and two doors from the conning tower, but she made it to Souda Bay on the northwest coast of Crete on the following day. One or two days later she resumed her voyage to Egypt accompanied by the British steamship Destro and the Greek submarine Papanikolis, and escorted by the Orjen-class torpedo boats Durmitor and Kajmakčalan. The latter were German-made Yugoslav vessels that had also escaped at the time of the surrender. At 02:45 on 26 April, the group of vessels was met by a British warship and escorted towards Alexandria. At 12:20 on 27 April, Nebojša's diesel engines broke down and she completed the voyage to Alexandria on her electric motors alone, arriving at 14:20 the same day. Along with other vessels and crews that had escaped during the invasion, Nebojša formed part of the KM-in-exile, which operated out of eastern Mediterranean ports under the operational command of the RN. In May and June 1941, the British overhauled Nebojša at Alexandria and retrained her crew for operations alongside the RN. During her first test dive, water leaked into the officers' quarters and sent the boat into a 25 degree dive at the bow, but the crew were able to correct the problem and bring her back to port. From 17 June until October, Nebojša operated as a submerged target for anti-submarine warfare training, first for the crews of British destroyers and then the fast minelayers Abdiel and Latona. Between 9 and 28 October, Nebojša participated in reconnaissance and landing exercises for Royal Marine commandos. In November, having had several breakdowns since arriving in Egypt, and given her age, Nebojša was prohibited from diving. Her diesel engines were overhauled, and after she had undergone further repairs she was employed as a charging station for other submarines. The Yugoslav submariners asked the British authorities for a replacement submarine. The transfer of the former German Type VII U-boat U-570 – HMS Graph – was considered by the British, as was the transfer of an escort destroyer of the Hunt class as an alternative. These ideas were forestalled by the Cairo mutiny of Yugoslav generals in Egypt, after which almost all of the crew of Nebojša was brought ashore in May 1942 and escorted to a British military camp at Abbassia. All her ammunition and torpedoes were brought ashore, and only one Yugoslav officer and two or three sailors remained aboard Nebojša as part of a mostly British crew. The boat was then sent to Port Said for an extensive overhaul and repairs, including an overhaul of her batteries, and the remaining Yugoslav officer transferred to the British submarine HMS Thrasher. In January 1943, Nebojša was sent to Beirut for training purposes. Two months later there was an explosion in one of her battery compartments, and she returned to Port Said where 48 of her battery cells were replaced. In April she returned to Alexandria and in May or June she was officially transferred to the KM-in-exile and a Yugoslav crew came aboard. On Nebojša's first sea trial after her transfer both her air compressors failed and the port electric motor burned out. Repairs and overhauling of her engines and motors was undertaken between June and November, and in January 1944 she sailed to Alexandria, before returning to Port Said in October for electric motor repairs. In December Nebojša was ordered to sail to Malta, where the headquarters of the KM-in-exile was located. En route she had to put in to Tobruk in British-administered Libya for repairs to her hydraulic system. She finally arrived in Valletta on 12 January 1945, having been towed and escorted to Malta by British warships. ### Post-war In August 1945 Nebojša was transferred to the new Yugoslav Navy and renamed Tara with the tactical number P-801. She remained unable to dive and was used as a moored classroom or hulk. She was displayed at the 1952 Navy Day celebrations at Split, by which time her guns and part of her conning tower bulwark had been removed. She was stricken in 1954 and scrapped soon after. ## Legacy In 2011, to mark the 70th anniversary of the invasion of Yugoslavia, the Military Museum in Belgrade, Serbia, hosted an exhibit which included a flag from the Nebojša. In April 2013, the 85th anniversary of the arrival of the first Yugoslav submarines at the Bay of Kotor was marked by an event in Tivat, attended by dozens of former Yugoslav submariners. ## See also - List of ships of the Royal Yugoslav Navy - List of ships of the Yugoslav Navy
54,277,126
6th Massachusetts Militia Regiment
1,173,677,367
Peacetime infantry regiment
[ "Military units and formations disestablished in 1864", "Military units and formations established in 1861", "Units and formations of the Union Army from Massachusetts" ]
The 6th Regiment Massachusetts Volunteer Militia was a peacetime infantry regiment that was activated for federal service in the Union army for three separate terms during the American Civil War (1861-1865). The regiment gained notoriety as the first unit in the Union Army to suffer fatal casualties in action during the Civil War in the Baltimore Riot and the first militia unit to arrive in Washington D.C., in response to President Abraham Lincoln's initial call for 75,000 troops. Private Luther C. Ladd of the 6th Massachusetts is often referred to as the first Union soldier killed in action during the war. In the years immediately preceding the war and during its first enlistment, the regiment consisted primarily of companies from Middlesex County. During its first term of service, four out of ten companies of the regiment were from Lowell, Massachusetts. Colonel Edward F. Jones commanded the regiment during its first term. He later commanded the 26th Massachusetts and was awarded the honorary grade of brevet brigadier general. During its second and third terms of service, the unit was commanded by Colonel Albert S. Follansbee. The regiment first enlisted for a "90-day" term of service which lasted from April 16 to August 2, 1861. Following their engagement in the Baltimore Riot, the 6th Massachusetts proceeded to Washington and then returned to Baltimore to guard locations within the city as well as the Baltimore and Ohio Railroad station at Elkridge, Maryland. Their second term of service lasted nine months from August 1862 to June 1863. During this time the 6th Massachusetts was attached to the VII Corps and participated in several expeditions and actions in the vicinity of Suffolk, Virginia, most notably the siege of Suffolk and the Battle of Carrsville in April and May 1863. Private Joseph S.G. Sweatt's bravery at Carrsville earned him the Medal of Honor. The 6th Massachusetts served a third term in response to the call for troops to defend fortifications around Washington. During this term, which lasted 100 days from July to October 1864, the 6th Massachusetts garrisoned Fort C. F. Smith in Arlington, Virginia and guarded Confederate prisoners of war at Fort Delaware near the mouth of the Delaware River. ## Earlier units The 6th Massachusetts regiment that served during the Civil War was formed in 1855 during the reorganization of the Massachusetts militia. Other units dating back to the 18th century were given the designation 6th Regiment Massachusetts Militia. They were formed and disbanded at various times and although they shared the same numerical designation, there was no continuous unit known as the 6th Massachusetts. One of the units designated as the 6th Massachusetts was a regiment that served during King George's War in the siege of Louisbourg in 1745. During the Revolutionary War, the 6th Massachusetts Regiment was engaged in the Battle of Bunker Hill, the Battle of Harlem Heights, the Battle of Trenton and the Battle of Saratoga. ## 90-day term of service ### Preparations Shortly after South Carolina issued its Declaration of Secession, Massachusetts Governor John A. Andrew anticipated imminent civil war and issued an order on January 16, 1861, to the ten existing Massachusetts units of peacetime militia to immediately reorganize and prepare for active service. Colonel Edward F. Jones was the first militia commander to respond to the Governor's order. His letter indicating the regiment's readiness, dated January 21, was brought to Boston and read in the Massachusetts Senate by then state Senator Benjamin F. Butler. On April 15, 1861, three days after Confederate forces fired on Fort Sumter, President Lincoln issued a call for 75,000 volunteers to serve in putting down the insurrection. The call was relayed by Governor Andrew to the existing regiments of Massachusetts militia the same day. Eight companies of the original 6th Massachusetts (one from Acton, one from Groton, two from Lawrence, and four from Lowell) gathered in Lowell on April 16 and proceeded to Boston. That night, the men of the 6th Massachusetts barracked in Faneuil and Boylston Halls. The next morning, April 17, three companies previously belonging to other Massachusetts militia units (one from Boston, one from Stoneham, and another from Worcester) were added to the 6th Massachusetts to form a regiment of 11 companies total. Thus composed entirely of existing volunteer militia companies, the 6th Massachusetts was made up of volunteer soldiers. The regiment proceed that day to the State House, where Governor Andrew presented regimental colors to Colonel Jones. The 6th Massachusetts departed Boston for Washington via railroad at 7 p.m. on April 17. ### Baltimore riot On April 19, 1861, the 6th Massachusetts boarded train cars in Philadelphia in the early morning hours and departed for Washington via Baltimore. Before the end of the day, the regiment saw combat during the Baltimore Riot. The date was the anniversary of the Battles of Lexington and Concord which began the American Revolution. Although Maryland remained in the Union, secessionist sentiment and support for the Confederacy was widespread in that state. Colonel Jones therefore expected a violent reception in Baltimore. He was also concerned about the possibility of sabotage to the tracks on the way to Baltimore which might cause derailment and potentially large casualties for the 6th Massachusetts. Jones ordered that a pilot locomotive precede the train that transported his regiment. The 6th Massachusetts arrived safely in Baltimore about 10 a.m. Trains passing through Baltimore at that time could not proceed directly through the city without stopping. Southbound trains were decoupled at President Street Station on the east side of the city. Cars were drawn individually along rails on Pratt Street by horsepower to Camden Station on the west side of Baltimore's Inner Harbor, where the trains were reassembled. The initial cars encountered little resistance but soon a growing crowd of Baltimore citizens became increasingly agitated by the passing transports filled with troops. The crowd attacked the car carrying Company K with stones and bricks and derailed it by placing obstructions on the tracks. Railroad company workers managed to put the car back on track and Company K was the seventh and last company to reach Camden Station by rail. The crowd barricaded the rails by dumping cartloads of sand and dragging anchors from the nearby docks across them thus preventing further cars from passing. The blockage of the railroad left four companies, numbering 220 men, at President Street Station with no choice but to march through the city to reach Camden Station, slightly more than one mile away. The size of the crowd obstructing their path was estimated at 10,000. Captain Follansbee, the senior captain, took charge of the detachment. After crossing the Pratt Street Bridge, which had been partially dismantled by the crowd, Follansbee ordered his men to march at the "double-quick." This roused the crowd further as they perceived the quickened pace as an indication of panic. As well as stones and bricks being thrown, shots were now fired at the 6th Massachusetts from the stores and houses around them. Captain Follansbee gave the order to return fire. Seventeen-year-old Private Luther C. Ladd, a factory worker from Lowell, was hit in the head by a piece of scrap iron that was thrown from a rooftop and fractured his skull. As he staggered, one of the rioters took Ladd's musket from him and fired, wounding him in the leg. Ladd died on Pratt Street. He is known as the first Union soldier to be killed in action during the Civil War. Four other militiamen were killed or mortally wounded during the riot: Private Addison O. Whitney, Private Charles A. Taylor, Corporal Sumner Henry Needham and Sergeant John Ames. A total of 36 members of the 6th Massachusetts were wounded. A formation of approximately 50 officers of the Baltimore Police eventually placed themselves between the rioters and the militiamen, allowing the 6th Massachusetts to proceed to Camden Station. The companies boarded the train which quickly got underway for Washington, though the crowd followed the train for some miles attempting to stop it. A total of 12 civilians were killed during the riot and an unknown number were injured. ### Garrison duty The 6th Massachusetts reached Washington, D.C., on April 19, 1861, the first unit to arrive in response to Lincoln's call for troops. A large, cheering crowd welcomed them at the Baltimore and Ohio Railroad Station which once stood north of the Capitol. Among the crowd was Clara Barton who became a famed nurse during the Civil War. At the time a clerk in the U.S. Patent Office, Barton gained her first experience in caring for wounded soldiers as she tended to injured men of the 6th Massachusetts. The 6th Massachusetts was barracked in the Senate Chamber in the Capitol. The next morning, tensions in Washington were high as rumors circulated of an impending Confederate attack. After reviewing the 6th Massachusetts, Lincoln expressed his anxiety to the members of the regiment, telling them, "I don't believe there is any North. The Seventh Regiment [New York] is a myth. Rhode Island is not known in our geography any longer. You are the only northern realities." In the days and weeks after the Baltimore Riot, newspapers and politicians across the country drew comparisons between the Massachusetts militia who had fought on April 19, 1775, at the start of the Revolution and the Massachusetts troops who fought on April 19, 1861. Among the 6th Massachusetts were descendants of those Minutemen who had fought in Lexington and Concord in 1775. Due to the coincidence of the date and the ancestry of some members, the 6th Massachusetts was often called the "Minutemen of '61." The 6th Massachusetts remained in Washington until May 5, when they were assigned to garrison a key railroad relay station about 15 miles outside of Baltimore at Elkridge. Their presence there helped keep open the crucial rail line from the northeastern states to Washington. The regiment returned to Baltimore on May 13, when Major General Benjamin F. Butler occupied the city with several Union regiments in anticipation of a Confederate attack on Baltimore which never developed. The 6th Massachusetts marched through the city to Federal Hill, where they set up camp for a short stay of three days. On May 16, the regiment returned to the Elkridge relay station. They served out the majority of their term at the relay station and vicinity, except for a second assignment in Baltimore from June 26 to July 1, 1861. The regiment's return to Boston at the close of their 90-day term was delayed slightly by special request of Major General Nathaniel P. Banks. In light of the recent Union defeat at the First Battle of Bull Run, in which the 6th Massachusetts did not participate, he asked the regiment voluntarily remain at Elkridge another week in the event of a Confederate advance on Washington. On July 29, the 6th Massachusetts received orders to break camp and boarded trains for Boston which was reached on August 1. The regiment was mustered out on August 2, 1861. ## 9-month term of service ### Organization and departure The regiment was again activated for federal service following Lincoln's call in August 1862 for 300,000 troops to serve for nine months. Seven of the ten original companies returned for the second period of service. Members who had served during the regiment's first term were not compelled to reenlist. While many did reenlist, considerable recruiting of new volunteers was necessary in order to fill out the companies and thus the roster during the second term was different than the 90-day term. To complete the regiment, an additional three companies, made up entirely of fresh recruits, were organized. The roster of officers during the nine months term was substantially the same as the 90-day term. Follansbee, who had assumed command of the detached companies engaged in the Baltimore Riot, was promoted to colonel and commanded the regiment during its second term of service. The unit was mustered in at Camp Henry Wilson in Lowell beginning August 31, 1862. The 6th Massachusetts departed Boston on September 9 on board the steamship Plymouth Rock. Arriving in New York, the regiment traveled by rail through Baltimore and on to Washington. The unit received a very different welcome in Baltimore during their second term and were given a large reception with food and drink and much cheering from the citizens of the city. ### Blackwater River expeditions `Upon reaching Washington, the regiment was ordered to Fortress Monroe and from there to Suffolk, Virginia. The 6th Massachusetts was assigned to the Second Brigade (commanded by Colonel Robert S. Foster) of the First Division of the VII Corps. They served garrison and picket duty in the vicinity of Suffolk, occasionally taking part in reconnaissance expeditions to the Blackwater River (which represented the boundary between the Union occupied counties of southeast Virginia and Confederate territory of the interior) and engaged in minor skirmish actions.` Their first such expedition took place on October 3, 1862, about two weeks after the regiment reached Suffolk. The 6th Massachusetts formed a peripheral part of the Expedition against Franklin, a joint effort of the U.S. Army and Navy to dislodge a growing force of Confederates threatening the Union garrison at Suffolk. The 6th Massachusetts held a road near Western Branch Church, far from the main action at Franklin, and here loaded their muskets for the first time in action. Although the 6th Massachusetts did not see any combat during their first expedition, and many members recalled it as tedious, the sight of ambulances carrying dead and wounded from the battle made a strong impression on the new recruits. During a second expedition to the Blackwater on December 11, 1862, the 6th Massachusetts was lightly engaged near Zuni, Virginia, and lost their first casualty in battle during their second enlistment—2nd Lieutenant Robert G. Barr. The regiment did not again leave Suffolk until an expedition on January 29, 1863, again towards the Blackwater River. Confederates opposed this Union advance on January 30 during the Battle of Deserted House in an isolated location about ten miles west of Suffolk. The 6th Massachusetts was sharply engaged and lost five killed and seven wounded. ### Siege of Suffolk The majority of the regiment's time, when not on expeditions, was spent in fatigue duty building fortifications around Suffolk. This included digging trenches and clearing trees in front of the defensive lines. The hard labor had a detrimental effect on the general morale of the Union troops stationed at Suffolk. This was exacerbated by antagonistic feelings between the civilians of occupied Suffolk and the enlisted men of the 6th Massachusetts. In early 1863, Major General James Longstreet was given command of the Confederate Department of North Carolina and Southern Virginia. His objectives were to defend Richmond from attack from the southeast, forage for supplies in Union controlled southeastern Virginia and to dislodge the Union garrison at Suffolk. Longstreet began the siege of Suffolk on April 11, 1863. The 6th Massachusetts occupied a position on the right of the Union defensive siege lines at a location called Fort Nansemond by the bank of the Nansemond River. For 22 days, the regiment engaged in frequent exchanges of fire with opposing forces though no significant assault was made by the Confederates. On May 3, 1863, Longstreet abandoned the siege and began moving his forces north to rejoin the Army of Northern Virginia. The next day, the 6th Massachusetts was among the units sent in pursuit of the retreating Confederate force. Only minor skirmishing took place as the bulk of the Confederate force had already escaped beyond reach of the Union infantry. The 6th Massachusetts took about 80 Confederate stragglers prisoner and burned every building they came across along the Somerton Road to deny shelter to any additional Confederate stragglers or deserters. ### Battle of Carrsville and Medal of Honor recipient Major General John A. Dix, commanding Union forces at Suffolk, conducted several reconnaissances in force to determine the disposition of Confederate forces remaining in the region. On May 13, the 6th Massachusetts joined another expedition to the Blackwater River. This was the final action of their second term of service. The column was commanded by Major General Foster and Colonel Follansbee was promoted to command of the brigade to which the 6th Massachusetts belonged. A considerable Confederate force attacked the Union expedition in a sharp engagement on May 14–15, 1863, known as the Battle of Carrsville or the Battle of Holland House. During this fight, the 6th Massachusetts supported the 7th Massachusetts Battery and exchanged in heavy, prolonged firing with the Confederates. The 6th Massachusetts made an advance, driving the enemy into the woods, then were driven back and made a second counter-attack, reclaiming their position at the start of the battle. The regiment suffered casualties of five killed or mortally wounded, twelve wounded and five prisoners. In the middle of the battle, when the 6th Massachusetts was driven back, Private Joseph S.G. Sweatt of Company C perceived that several of his comrades had been hit and were left in the woods. In an effort to pull them out, he rushed forward, towards the Confederate position. In this action, he earned the Medal of Honor. According to his citation, "When ordered to retreat, this soldier turned and rushed back to the front, in the face of heavy fire from the enemy, in an endeavor to rescue his wounded comrades, remaining by them until overpowered and taken prisoner." Sweatt was eventually released; the three men he endeavored to rescue did not survive. On May 18, the 6th Massachusetts and other regiments fell back to Deserted House outside of Suffolk. On May 20 they were posted in support of artillery at Windsor, Virginia. Finally, on May 23, the 6th Massachusetts received orders to return to Massachusetts. The regiment reached Boston by steamship on May 26 to be welcomed and addressed in front of the State House by Governor Andrew. The 6th Massachusetts then proceeded to Lowell, where they were received with enthusiastic festivities. The regiment reassembled on June 3, 1863, at Camp Wilson and were mustered out. In all during their second enlistment, the regiment lost 13 men killed or mortally wounded in combat and 18 by disease. ## 100-day term of service In May 1864, Major General Ulysses S. Grant removed fresh troops from the defensive fortifications of Washington and transferred them into the field to strengthen the Army of the Potomac. To man defenses around the capital in their place, and to relieve regiments at various northern fortifications, Lincoln issued a call for 500,000 troops to serve a brief term of 100 days. This measure would allow enough time to raise longer-term regiments to occupy rearward defenses. The 6th Massachusetts was activated for a third time in response to this call for 100-day regiments. The regiment organized at Camp Meigs in Readville, Massachusetts, just outside of Boston beginning July 13, 1864. Colonel Follansbee again commanded the regiment. The roster of field and staff officers was fundamentally the same as their previous nine-month term of service. They departed on July 20 for Washington, reaching the city on July 22. They were posted on Arlington Heights in Fort C.F. Smith. Their month of service there was mundane, consisting of regular drills, inspections and fatigue duty. On August 21, 1864, the regiment was ordered to move. They traveled by rail to Philadelphia and by steamship to Fort Delaware on Pea Patch Island on the Delaware River. The regiment relieved the 157th Ohio Infantry and commenced garrison and guard duty over the 7,000 Confederate prisoners of war held at Fort Delaware. There had been widespread instances of mistreatment of prisoners by Union units that previously garrisoned the fort, including abuse and theft of prisoners' property. Members of the 6th Massachusetts condemned these practices and generally refrained from similar abuses. Their duty consisted of standing post and escorting prisoners on various work details. The fort was large and in excellent condition. The barracks were newly constructed, comfortable, and included a library and other amenities. The field and staff officers as well as several company officers were joined by their wives and children at the post. The regimental historian recorded that many members of the unit remember their time at Fort Delaware as extremely pleasant. On October 19, 1864, the 6th Massachusetts was relieved and began the journey back to Boston, which they reached on October 21. The regiment reported to Camp Meigs on October 27, 1864, and were mustered out for the third and last time. During their third term, the regiment lost 10 men to disease. ## Ladd and Whitney memorial Shortly after the bodies of Privates Luther Ladd and Addison Whitney were brought home to Lowell, Massachusetts, after the Baltimore Riot, city officials began planning the construction of a monument honoring their sacrifice and memorializing the first casualties of the Civil War. An appropriation of \$2,000 was secured from the Commonwealth of Massachusetts and a further \$2,700 was provided by the city. The monument was constructed in front of the Lowell courthouse in what is now known as Monument Square. Ladd and Whitney had both been buried in the Lowell Cemetery. On April 28, 1865, their remains were re-interred in a vault beneath the monument. The monument was to be dedicated on April 19, 1865, on the anniversary of the Baltimore Riot, but the ceremonies were delayed due to the assassination of President Lincoln. It was instead dedicated on the anniversary of the Battle of Bunker Hill, a local holiday, June 17, 1865. The procession numbered more than 4,500 people. Governor Andrew gave the oration acknowledging the men whom he called "the first martyrs of the great rebellion." ## Later units The 6th Massachusetts continued as a peacetime militia unit following the Civil War, typically meeting for annual musters at various camps in Massachusetts. During reorganizations of the Massachusetts militia in 1866 and 1877, the 6th Massachusetts was consolidated and some of its companies disbanded or transferred, but the regimental organization remained intact. The regiment was again activated during the Spanish–American War. The 6th Massachusetts of 1898 participated in the Puerto Rican Campaign. The 181st Infantry Regiment, which was formed from elements of other units and first inducted into federal service on January 16, 1941, claims lineage from the 6th Massachusetts and other militia units. As of 2017, the 1st Battalion of this regiment was active as an element of the Massachusetts National Guard. ## See also - Massachusetts in the Civil War - List of Massachusetts Civil War units
9,403,518
Edmund Herring
1,154,738,212
Australian general and judge (1892–1982)
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Lieutenant General Sir Edmund Francis Herring, KCMG, KBE, DSO, MC, KStJ, ED, KC (2 September 1892 – 5 January 1982) was a senior Australian Army officer during the Second World War, Lieutenant Governor of Victoria, and Chief Justice of the Supreme Court of Victoria. A Rhodes scholar, Herring was at New College, Oxford, when the First World War broke out and served with the Royal Field Artillery on the Macedonian front, for which he was awarded the Military Cross and Distinguished Service Order. After the war he carved out a successful career as a barrister and King's Counsel. He also joined the Australian Army, rising to the rank of colonel by 1939. During the Second World War, Herring commanded the 6th Division Artillery in the Western Desert campaign and the Battle of Greece. In 1942, as a corps commander, he commanded the land forces in the Kokoda Track campaign. The following year, he directed operations in the Salamaua-Lae campaign and Finisterre Range campaign. Herring left his corps to become the longest-serving Chief Justice and Lieutenant Governor of Victoria, serving for three decades. In the latter capacity, he was patron of many charitable organisations. ## Education and early life Edmund Francis Herring, known as Ned to his family, was born in Maryborough, Victoria, on 2 September 1892, the third of five children of Edmund Selwyn Herring, a solicitor, and his Irish-born wife Gertrude Stella Herring, formerly Fetherstonhaugh. He was educated at Maryborough College and High School and at Melbourne Grammar, where he excelled at tennis and cricket, and was both School Captain and Dux in 1910. While at Melbourne Grammar, he served in the Commonwealth Cadet Corps, reaching the rank of sergeant. In 1911, Herring entered Trinity College, the Church of England residential college at the University of Melbourne, where he played cricket and tennis. In 1912, he won a Rhodes Scholarship to the University of Oxford in England. There, he joined the Officers Training Corps in 1913. In November of that year he enlisted as a trooper in King Edward's Horse, a cavalry unit in the British Army. ## First World War King Edward's Horse was mobilised in August 1914, but was not immediately sent overseas. In December 1914, Herring was commissioned as a second lieutenant in the Royal Field Artillery, and was posted to B Battery, 99th Field Artillery Brigade of the British 22nd Division. The division moved to the Western Front in August 1915, but was there only a month before being transferred to the Macedonian front, where it served for the rest of the war. In the Battle of Doiran in April 1917, Herring served as an artillery observer, directing artillery fire in support of the 22nd Division's attack from a front line observation post on Pip Ridge. There was a furious artillery duel. Twenty minutes after Captain Thomas Winwood took Herring's place as forward observer, the observation post took a direct hit from an enemy shell, killing Winwood. Herring succeeded Winwood as battery captain, and was promoted to acting captain in April 1917. For his courage under heavy shellfire, Herring received an immediate award of the Military Cross (MC), the citation for which reads: > For conspicuous gallantry and devotion to duty. As F[orward].O[bservation].O[fficer]. throughout the operations he carried on in very exposed positions under heavy shell fire. His information proved of the utmost value. After three years' service, Herring was granted three weeks' leave in Australia in October 1917. He returned to Maryborough, where he met Mary Ranken Lyle, the daughter of the mathematical physicist Thomas Lyle, then a medical student at the University of Melbourne, on New Year's Day 1918. The two became constant companions and agreed to correspond regularly. Herring departed for Salonika in February, returning to duty there in March 1918, and was promoted to acting major on 24 October 1918 on assuming command of B Battery, 99th Field Artillery Brigade. For his service as a battery commander, he was awarded the Distinguished Service Order. He reverted to lieutenant on ceasing to command the battery on 22 January 1919. ## Between the wars When the war ended, Herring wished to return to Australia and see Mary before resuming his studies at the University of Oxford in October 1919. Mary wrote back pointing out the impracticality of this idea; though she would be disappointed not to see him, he should remain in England and complete his course at Oxford first. The university had awarded him a wartime Bachelor of Arts (BA) degree in 1915; the Rhodes Scholarship Trust allowed him to resume his scholarship, and he studied for a Bachelor of Civil Law (BCL) degree. Since it had been five years since he had been awarded his BA, he was entitled to a MA as well, and graduated with both degrees in July 1920. After a holiday in Britain and France with his sister Kathleen, he arrived back in Melbourne on 26 November 1920. Herring was admitted to practice in Victoria as a barrister and solicitor on 1 March 1921 and signed the roll of counsel of the Victorian Bar on 8 June of that year; Mary graduated with her Bachelor of Medicine and Surgery (MB BS) and became a resident surgeon at Royal Melbourne Hospital. The two were married on 6 April 1922, and had three daughters, Mary Cecile (Molly), born in 1924, Judith Ann (Judy), born in 1926, and Margaret Lyle, born in 1933. Herring worked as a barrister, and lectured in law at the University of Melbourne. He became a King's Counsel on 25 February 1936. Mary worked as a physician at antenatal clinics. Herring joined the Australian Army on 1 October 1922 as a legal staff officer in the part-time militia, with the rank of captain. On 1 August 1923 he transferred to Australian Field Artillery. He was promoted to major on 1 July 1925, lieutenant colonel on 1 July 1929, and temporary colonel on 1 August 1939, commanding the 3rd Division Artillery. Herring was involved in politics throughout the 1930s. He was elected to the Melbourne Club in 1927, a year before Sir Thomas Lyle became its president. He joined the Young Nationalists, an organisation founded by Robert Menzies and Wilfrid Kent Hughes. Along with many senior army and ex-army officers, he was also a member of the clandestine far-right wing paramilitary organisation known as the White Guard, White Army or League of National Security. Composed primarily of former soldiers, the White Guard saw themselves as defenders of order who stood ready to stop a Catholic or Communist revolution in the wake of an emergency like the 1923 Victorian Police strike. After failing to gain United Australia Party preselection for the Victorian Legislative Assembly seat of Prahran in 1931, he ran as an unendorsed candidate (i.e. one lacking formal political endorsement) for the seat of Brighton in 1936. He gained 12,258 votes, losing by just 528. Herring also joined the Christian service organisation Toc H in 1925 and became its Victorian Area Commissioner in 1936. ## Second World War On 6 October 1939, Herring was informed that Major General Sir Thomas Blamey had decided to appoint him as Commander, Royal Artillery, of the 6th Division, of the new Second Australian Imperial Force (AIF) being raised for service overseas. A week later, Herring was promoted to substantive colonel and temporary brigadier, and given the AIF serial number VX15. His first task was to organise his new command, which was equipped with World War I vintage 18 pounder guns and 4.5 inch howitzers. Herring left for Palestine on 15 April 1940, along with the 6th Division's commander, Major General Iven Mackay and his headquarters. Training was difficult as the old ammunition was in short supply. His command was only partially reequipped with the new 25 pounders before being committed to the Western Desert campaign in December 1940. ### Western desert At the Battle of Bardia, Herring controlled all 120 guns used in the division's attack, in which the infantry were supported by Great-War-style barrages. After the victory at Bardia, Herring's gunners supported the attack on Tobruk. More than half of his guns were British, and some were commanded by regular British officers who were sceptical of the ability of an Australian Militia officer. War Correspondent Chester Wilmot noted that: > Herring has a quiet, easy manner and his last war service has given him an understanding of the British to which they were quick to respond. After Bardia and Tobruk those officers who had been most skeptical were his strongest champions. In building up the artillery plan, Herring brought to bear the same thorough, relentless logic and attention to detail with which he had so often built up a legal argument. ### Greece In the campaign in Greece, Herring had, as well as his own gunners, the 2nd Regiment, Royal Horse Artillery, 64th Medium Regiment, Royal Artillery and, for a time, the 6th Field Regiment, Royal New Zealand Artillery, under his command. His Australian, New Zealand and British gunners demonstrated "the extent to which, in such rugged country, artillery, with reliable infantry ahead, could halt and confuse a pursuer" but they were unable to stop the enemy advance. Herring was ordered to evacuate from Greece. He was one of between 7,000 and 8,000 troops that gathered at Nafplion on 24 April 1941, although transportation had been arranged for only 5,000. The ship that he was to sail on, the Ulster Prince ran aground near the harbour entrance. She was refloated but then ran aground again near the wharf. Despite this, some 6,600 men and women were embarked. Herring and fellow Brigadier Clive Steele were among 5,100 that managed to reach Crete on the Royal Navy transport HMS Glenearn. From there they flew back to Alexandria. Others were transported by HMS Phoebe, HMS Hyacinth, and , which carried 150 Australian and New Zealand nurses. For his service in Libya and Greece, Herring was made a Commander of the Order of the British Empire (CBE). ### Defence of Australia Herring was promoted to the temporary rank of major general on 14 August 1941 when he took over command of the 6th Division. He returned to Australia with it in March 1942. Unaware that the government had already decided that General Sir Thomas Blamey should be appointed Commander in Chief, Herring, along with Major General George Alan Vasey and Brigadier Clive Steele, approached Army Minister Frank Forde with a proposal that all officers over the age of 50 be immediately retired and Major General Horace Robertson appointed Commander in Chief. The 'revolt of the generals' collapsed with the announcement that General Blamey was returning from the Middle East to become Commander in Chief, but seems to have done the participants no harm. In Blamey's reorganisation of the Army in April 1942, Herring was given command of Northern Territory Force. At this time Darwin was being subjected to Japanese air raids. As supply by sea or air was impractical, Herring developed a land line of communications running across the outback from Alice Springs. On 14 August 1942, Herring was ordered to Esk, Queensland, to assume command of II Corps with the temporary rank of lieutenant general. As such, he was responsible for the defence of Brisbane. At this time he was criticised in Federal Parliament by Arthur Calwell for allegedly issuing a verbal order while commander of the 6th Division that no officer was to be commissioned unless they had at least attained an Intermediate Certificate. There was no evidence that such an order was ever issued, but the allegation reflected a suspicion that Herring was an elitist. ### Papuan campaign In the wake of the dismissal of Lieutenant General Sydney Rowell for insubordination, Blamey ordered Herring to join him in Port Moresby as the new commander of I Corps. Before departing, Herring met with General Douglas MacArthur, who emphasised that the first duty of a soldier was obedience to his superiors. As at Darwin, Herring's primary difficulty was logistics. The troops on the Kokoda Track had to be supplied from Port Moresby either by air or by Papuan native carriers who lugged stores over the track on their backs. MacArthur created the Combined Operation Service Command (COSC), an unusual combined Australian-American logistical organisation, under U.S. Brigadier General Dwight Johns, who in turn was answerable to Herring. Herring backed a plan to take American engineers off working on the airstrips to develop the port by building a causeway to Tatana Island, the successful completion of which doubled the port's capacity and was the logistical turning point of the campaign. More controversial was Herring's relief of Brigadier Arnold Potts and Blamey's of Major General Arthur Samuel Allen at Herring's urging. Herring acknowledged that the two men had faced a difficult task but felt that they were tired and that Brigadier Ivan Dougherty and Major General Vasey could do better. Supporters of Allen, who left school at age 14, saw this as the action of an autocratic elitist who "ran his staff as he had controlled junior counsel in his barrister's chamber; they did his bidding, his way, or were forthwith dispensed with". In a letter to Herring in 1959, General Robert L. Eichelberger (who had himself relieved two division commanders – Major Generals Edwin F. Harding and Horace H. Fuller) had this to say about the matter: > It is a funny thing about war historians. If a general dismisses a subordinate at any time he is immediately attacked; whereas in our football game, if you have a better player for a particular place, you always play him, and everybody expects you to do this. I have little doubt that the same is true of your ball game. War historians never seem to give generals credit for having thought that X might be better than Y for the next phase of operations. In November, Herring flew across the mountains to take control of the fighting around Buna, leaving Blamey to control operations elsewhere in New Guinea. Herring planned the systematic reduction of the Japanese positions at Buna and Sanananda. He struggled to amass enough troops, equipment, guns, and supplies to allow Australian troops under Vasey and Americans under Eichelberger to overcome the Japanese and capture the area. ### New Guinea campaign Following the victory at Buna, for which Herring and Eichelberger were appointed Knights Commander of the Order of the British Empire, Blamey ordered him to return to Australia for a rest. While in Melbourne, Herring had an attack of malaria, but recovered to resume command in New Guinea in May. Blamey charged him with responsibility for the next phase of Operation Cartwheel, the capture of Lae. Herring would command I Corps, which would be part of New Guinea Force, under Blamey and later Mackay. Blamey intended to have Lieutenant General Leslie Morshead command the subsequent phase of the operation, the assault on Madang. At this time operations were in train to drive the Japanese back to Salamaua. Once again, the difficulties of supplying the attacking force were formidable. Out of sensitivity towards the sensibilities of the Americans, Herring left the command arrangements between Major General Stanley Savige's 3rd Division and units of the American 41st Infantry Division ambiguous. This backfired, producing acrimony between the Australian and American commanders. Herring prepared to fire Savige, but an investigation by Major General Frank Berryman determined that the dispute was not Savige's fault. The new offensive, which opened on 5 September 1943 with the 7th Division landing at Nadzab by air and 9th Division landing at Lae from the ships of Rear Admiral Daniel E. Barbey's VII Amphibious Force, saw the rapid capture of Lae. While the 7th Division moved up the Markham and Ramu Valleys, the 9th Division made another landing at Scarlet Beach near Finschhafen. The timing of the landing was contentious; Barbey, who feared air attack, wanted to land at night while Herring held out for a dawn landing, threatening to take the issue to General MacArthur. Eventually Berryman managed to persuade Herring to accept a compromise H-hour in the darkness before dawn. The U.S. Naval Historian Samuel Eliot Morison noted: "The Australians proved to be right; 'Uncle Dan's' outfit was not prepared for a neat night landing. The usual SNAFU developed." But Berryman saw Herring as being uncooperative, and his intransigence as a sign of battle weariness. In the subsequent Battle of Finschhafen, it soon became clear that the strength of the Japanese forces there had been seriously underestimated, and the 9th Division needed to be resupplied and reinforced, and its casualties evacuated. Herring strove to get the necessary amphibious lift from the navy but the commander of the United States Seventh Fleet, Vice Admiral Arthur S. Carpender, was reluctant to expose his ships to the Japanese air threat. The matter went up the chain of command to Mackay, to Blamey, and ultimately to MacArthur, who could do little, given that he had no real authority over the U.S. Navy. Carpender was not inflexible, and reached a compromise with Mackay to transport a battalion to Finschhafen in high speed transports (APDs). Herring was in Dobodura, lunching with Lieutenant General Brehon B. Somervell, when he heard this news. He decided to fly to Milne Bay to discuss the matter of resupply in general with Barbey. On 28 September, Herring and two of his staff officers, Brigadiers R. B. Sutherland and R. Bierwirth, boarded a U.S. Fifth Air Force B-25 Mitchell bomber at Dobodura. As the plane was about to take off, the undercarriage collapsed and the plane ploughed into the Marston Mat runway. A propeller shattered, splinters ripped through the fuselage into the cabin and Sutherland, who was sitting in the navigator's compartment next to Herring, was struck by a flying fragment that killed him instantly. The crew, Herring and Bierwirth escaped shaken but unscathed. The trip to Milne Bay was cancelled. Brigadier Sutherland was buried with full military honours at Soputa the next day, with a fly past by B-25s. When next he flew, Herring once again took a B-25 and made a point of requesting the major who had been in charge of the crashed plane to be his pilot. Mackay became convinced that Herring was becoming increasingly difficult to work with as a result of stress and fatigue and asked Blamey for permission to relieve him. Blamey's response was characteristic: Morshead would be on the next plane. Yet Blamey maintained his faith in Herring, who retained command of I Corps on the Atherton Tableland, where he trained his men for the next operation. He did not know when or where this would be, so he focused on amphibious warfare. He created the 1st Beach Group and developed tactics and doctrine for amphibious operations based on his own experience in the New Guinea Campaign and reports from the Allied invasion of Sicily. The benefits of his work would be realised in the Borneo Campaign. ## Chief Justiceship and later life On 2 February 1944, the Victorian government decided to appoint Herring as Chief Justice of the Supreme Court of Victoria. Blamey advised the Prime Minister that: > General Herring is prepared to accept the appointment and I recommend he be released from the Army. He has had two serious attacks of Malaria. I am afraid that in view of his age, further tropical service may seriously injure his health and that the command may suffer as a result. He has rendered excellent service over four years, mainly on active service in the field. It was not quite the end of his military service. Herring was recalled to duty for a year as Director General of Recruiting in August 1950 when the Korean War spurred efforts to build up the Army again. In January 1953, Herring was selected as leader of the Australian Services Contingent for the coronation of Queen Elizabeth II. This saw Australian soldiers as the Queen's Guard at Buckingham Palace on 26 May 1953, Herring personally taking part in the procession. On 10 July, he was made a Knight of the Order of St John at Buckingham Palace. At the same time, Mary was made a commander of the same order for her charity work. Herring maintained connections with his comrades from both World Wars. On the way back from the coronation, the Herrings stayed with the Eichelbergers in Asheville, North Carolina. The two generals remained close friends, exchanging regular letters until Eichelberger's death in 1961. In 1962, Herring visited Richard O'Connor at his home in Ross. In 1967 and 1971, the Herrings again travelled to America where they were guests of Dwight Johns and his wife. In 1973, he visited Washington, D.C. for the annual reunion of MacArthur's staff, and resolved that the next reunion should be held in Australia. He obtained government backing for his idea, and arranged for more than twenty former American generals, including Leif J. Sverdrup, Hugh John Casey, William C. Chase and Clyde D. Eddleman and their wives, to visit Australia in 1974, with commemorative functions being held in Melbourne, Sydney and Brisbane. Herring steadfastly believed that MacArthur, like Blamey, was a great commander who was not fully appreciated in his own country. Herring's twenty years as Chief Justice was a period of significant change and growth in the administration of the law. During his term of office the number of judges on the Court increased from six to fourteen, reflecting the growth in cases. Herring earned a reputation as a fine judge and able administrator. He set up the Chief Justice's Law Reform Committee to try to ensure justice in Victoria's courts was abreast of the times, and a committee for religious observances and services to arrange the religious services marking the opening of the legal year. Herring retired as Chief Justice in 1964 but stayed on as Lieutenant Governor until his 80th birthday in 1972, serving in the position for a record 27 years. For his service as Lieutenant Governor, Herring was made a Knight Commander of the Order of St Michael and St George in the King's Birthday Honours of 9 June 1949. In a speech given on the occasion of his retiring as Chief Justice of Victoria, Herring said: > And now the time has come for me to lay down my office, but before I do so there are two matters to which I feel bound to draw attention. The first is this, that under the Australian constitution the great common law courts of Australia are the Supreme Courts of the States. Federal Parliament has no power to set up common law courts and so it is to the Supreme Courts of the States the citizen must look for protection from illegal arrest and other encroachments on his liberty. It is to these Courts that he must come for a writ of habeas corpus. These Courts and their prestige must, therefore, at all costs be sustained so that they will continue to attract the finest characters and best legal brains that we can produce. As a community we will pay heavily if we allow our Supreme Court to be relegated to a position of inferiority. The second matter I feel I should mention is that the principle of the independence of the judiciary from the executive is fundamental to our freedom. What happens when this principle is departed from is evident from what is going on in many lands today. We must see to it that our citizens all understand that an independent judiciary is the greatest bulwark of their liberties and their best protection from totalitarian rule. While opening the Victorian Returned Services League Conference shortly before his retirement as Lieutenant Governor, Herring criticised anti-war protesters and praised Australian soldiers who had served in the Vietnam War. "People who throw stones at Americans," he said, "should stop and think where we would have been in 1942 without the Americans." Such remarks earned him a rebuke from the then acting State Opposition Leader, Frank Wilkes, as "untactful" for a representative of the Crown. Herring again became the subject of controversy in May 1978 when Barry Jones revealed in Federal Parliament that during the Second World War Herring had confirmed death sentences on 22 Papuans convicted of handing over seven Anglican missionaries to the Japanese, which Jones called "the darkest secret in modern Australian history". The Papuans had been convicted of offences including murder and treason. Herring claimed that they had been treated fairly under the conventions and circumstances applicable in wartime. "I have a clear conscience about it", he said. The seven missionaries had all been murdered by the Japanese. Four of them were women who had been raped as well. The Papuans had also handed over to the Japanese for execution two planters, six Australian soldiers, and two American airmen, and they had murdered Australian soldiers of the 39th Infantry Battalion near Kokoda. They were handed over to ANGAU, which had carried out the executions at Higaturu in September 1943. Herring was president of the Boy Scouts' Association of Victoria for 23 years, and was later the first president of the Australian Boy Scouts' Association from 1959 to 1977. He was chairman of trustees of the Shrine of Remembrance from 1945 to 1978 (and remained a trustee until his death) and chairman of trustees of the Australian War Memorial from 1959 to 1974. He was Honorary Colonel of Melbourne University Regiment for 33 years from 1948 until his death. He was made a fellow of New College, Oxford, in 1949, received an honorary DCL from Oxford in 1953, became an honorary bencher of the Inner Temple in 1963 and received an honorary LLD from Monash University in 1973. He was also active in the Anglican Church, and for many years was chancellor of the diocese of Melbourne, the highest church office that could be held by a layman. In 1980 he was elected one of the inaugural fellows of Trinity College, Melbourne, under its new constitution. ## Death and legacy Herring died at a Camberwell, Victoria, nursing home on 5 January 1982. He was given a state funeral at St Paul's Cathedral, Melbourne, planned by his wife, Dame Mary Ranken Herring, who had died three months before. Victoria's Herring Island is named after him; it is beside the Monash Freeway (named for Herring's fellow "civilian soldier", general and lawyer, Sir John Monash) in Melbourne's Yarra River at South Yarra, approximately 3 kilometres (1.9 mi) from the city. Herring's wartime portraits are in the Australian War Memorial in Canberra, which featured him as one of the fifty most prominent Australians with a military background. His papers are in the State Library of Victoria.
6,774,768
Irreplaceable
1,170,915,791
2006 single by Beyoncé
[ "2000s ballads", "2006 singles", "2006 songs", "2007 singles", "Beyoncé songs", "Billboard Hot 100 number-one singles", "Columbia Records singles", "Contemporary R&B ballads", "Irish Singles Chart number-one singles", "Music videos directed by Anthony Mandler", "Number-one singles in Australia", "Number-one singles in New Zealand", "Number-one singles in Turkey", "Pop ballads", "Song recordings produced by Beyoncé", "Song recordings produced by Stargate (record producers)", "Songs about infidelity", "Songs written by Amund Bjørklund", "Songs written by Beyoncé", "Songs written by Espen Lind", "Songs written by Mikkel Storleer Eriksen", "Songs written by Ne-Yo", "Songs written by Tor Erik Hermansen" ]
"Irreplaceable" is a song by American singer Beyoncé for her second studio album, B'Day (2006). The song was written by Shaffer "Ne-Yo" Smith, Tor Erik Hermansen, Mikkel S. Eriksen, Espen Lind, Amund Bjørklund, Beyoncé and produced by Stargate and Beyoncé. "Irreplaceable" was originally a country record; it was re-arranged as a mid-tempo ballad with pop and R&B influences by modifying the vocal arrangements and instrumentation. During the production and recording sessions, Beyoncé and Ne-Yo wanted to create a record which people of either gender could relate to. The song's lyrics are about the breakdown of a relationship with an unfaithful man and the song contains a message about female empowerment. Following the moderate chart performances of "Déjà Vu" and "Ring the Alarm", "Irreplaceable" was released internationally on October 23, 2006, as the album's second single, and the third in the United States on December 5, 2006. The single was released through Columbia Records. Pitchfork Media and Rolling Stone placed it on their lists of Best Songs of the 2000s. "Irreplaceable" won several awards, including Best R&B/Soul Single at the 2007 Soul Train Music Awards. It was nominated for the Record of the Year award at the 50th Grammy Awards. The single became Beyoncé's fourth number-one in the U.S., was B'Day's most successful release, and remained at the top of the U.S. Billboard Hot 100 chart for 10 consecutive weeks. "Irreplaceable" was the twenty-fifth most successful song of the 2000s (decade) in the U.S., and was certified double-platinum by the Recording Industry Association of America (RIAA). It became Beyoncé's second single to achieve 200 million audience impressions in 2006. She is the second singer to achieve this feat in the U.S., the first having been Mariah Carey in 2005. "Irreplaceable" also peaked at number one in Australia, Hungary, Ireland, and New Zealand, at number four in the United Kingdom, and reached the top ten in several other European countries. "Irreplaceable" was the most successful song of 2007 in the US and 2007's tenth best-selling digital single with over 4.6 million copies sold worldwide. It also was the most downloaded female ringtone of the 2000s decade in the US. The single's accompanying music video was directed by Anthony Mandler and served as the debut performance of Beyoncé's all-female band, Suga Mama. The video was included on the 2007 B'Day Anthology Video Album, and a video edit was produced for "Irreemplazable", the Spanish version of the song. It won the Video of the Year award at the 2007 Black Entertainment Television (BET) Awards, and was nominated for the MTV Video Music Award for Video of the Year at the 2007 Awards. "Irreplaceable" has regularly featured in Beyoncé's tours and live performances since 2006. The American Society of Composers, Authors and Publishers (ASCAP) recognized the song as one of the most performed of 2007 at the ASCAP Pop Music Awards. ## Production "Irreplaceable" was written for Chrisette Michele. Production team Stargate and singer-songwriter Ne-Yo had written for Beyoncé's second album B'Day, but Tor Erik Hermansen of Stargate said that they might not have gone in the direction they did on the song. The tune did not suit Beyoncé's voice, and Ne-Yo wrote the lyrics from a male perspective, although it was not based upon his personal experiences. Ne-Yo wrote the song in the country style, thinking of country singers Shania Twain and Faith Hill during the sessions. When Ne-Yo heard them playing the song with a guitar, he thought it sounded like country music. But when the drums were incorporated into the music, it was brought to an R&B vibe, and Ne-Yo considered making an R&B-country western music song instead. When the team worked with Ne-Yo, they recorded the song with a male vocalist. However, they thought a female vocalist would be more suitable, and Ne-Yo also thought that it was empowering for a woman to sing it. Eriksen of Stargate said it was an A&R person who suggested that the song would work better when sung by a woman. Two labels wanted the song. While Beyoncé worked on material for B'Day, she was pleased with the demo of the "Irreplaceable" that was presented to her. However, "Irreplaceable" did not seem to fit on B'Day, which was supposed to be "a hard-hitting club album". Swizz Beatz, who was working on the album, declared that Beyoncé would be crazy not to include the song on the record. Beyoncé asked for changes to the song, including the addition of drums, vocal arrangements, and singing in a higher register than the demo. Espen Lind and Amund Bjørklund, from the Norwegian production team Espionage, wrote the chord structure and the guitar part. In an interview with MTV, Ne-Yo said, "Beyoncé had some stuff that she wanted to get off her chest", while aiming to make a record that women could relate to, in keeping with the theme of the album. The recording was engineered by Jim Caruana and mixed by Jason Goldstein at Sony Music Studios in New York City. Goldstein was hired to mix B'Day. He said: "This song was really simple to mix. It was produced by Stargate and the sounds are really good and they all made sense, and there was lots of room for all the instruments." Goldstein used a board equalizer for the drums' treatment. For the acoustic guitars, he used the analogue flanger of a TC 1210 spatial expander "to sweeten the sound" and to give them "a little bit more spread". Goldstein thought "Irreplaceable" sounded "a bit old-school"; an eighth note delay echo was placed on the song's lead vocal at 341ms, using the Echo Farm plug-in software. For the backing vocals, Goldstein used Echo Farm with a quarter note delay at 682ms and Sony's Oxford Dynamics compressor/limiter in dual-mono mode. The compressor was placed in Classic setting, to emulate the LA-2A leveling amplifier, and the Warmth button used to add harmonics. Oxford Dynamics was used for the bass in a different setting. Goldstein passed the final mix through the Oxford EQ and Inflator plug-ins. Pro Tools software was used to print the aux track into a 44.1kHz/24-bit CD and then into a 24-bit CD master. After the sessions for "Irreplaceable" ended, Hermansen said that "everyone felt they had captured something special and that Beyoncé had done the track justice", but there were still concerns that urban radio might not play the song as it featured acoustic guitars and had more of a pop appeal. "But then it became the biggest urban record ... ever," [Hermansen] said. ### Songwriting controversy A controversy arose over the writing credits on "Irreplaceable". Ne-Yo told MTV: "Apparently Beyoncé was at a show somewhere and right before the song came on she said, 'I wrote this for all my ladies' and then the song came on ... The song is a co-write. I wrote the lyrics, I wrote all the lyrics. Beyoncé helped me with the melodies and the harmonies and the vocal arrangement and that makes it a co-write. Meaning my contribution and her contribution made that song what it is." In 2011, Ne-Yo said that he wrote the song for himself, but thought that it would be better suited for Beyoncé. Some of Beyoncé's fans read Ne-Yo's remark as disrespectful towards her. However, he clarified his comment later through Twitter, writing, "I said I originally wrote the song for me. ... Once I realized how the song comes across if sung by a guy, that's when I decided to give it away." ## Composition "Irreplaceable" is a mid-tempo ballad with pop and R&B influences. Written in the key of B major, the beat is set in common time and moves at a moderate 88 beats per minute. Beyoncé's vocal range in the song spans nearly two and a half octaves, from B<sub>2</sub> to E<sub>5</sub>. While most of the songs on the album are aggressive and uptempo, her voice on "Irreplaceable" is toned down. "Irreplaceable" uses a gently strummed acoustic guitar, following the B<sub>5</sub>–F<sub>5</sub>–Cm<sub>7</sub>–E<sub>6/9</sub> chord series. Hermansen and Eriksen combined the classic chord progression on an acoustic guitar, a modern-sounding 808 drum beat and cellos. Al Shipley of Stylus Magazine noted that the guitar strum can be found in Rihanna's 2007 single "Hate That I Love You", a song co-produced by Stargate and Ne-Yo. Rob Sheffield of Rolling Stone wrote that Chris Brown's 2007 single "With You", another Stargate-produced song, also features the same element. He wrote, "'With You' is the convincer, even if you can instantly tell that producer Stargate was just trying to roll out 'Irreplaceable' one more time." while Billboard magazine wrote that it "leans a bit too heavily" to the song. Jim DeRogatis of the Chicago Sun-Times wrote that "Irreplaceable" resembles ballads sung by Whitney Houston. Spence D. of IGN wrote that the song was inspired by Aretha Franklin's work since "Irreplaceable" consists of several variations in gutturals and octave range. The lyrics of "Irreplaceable" concern the breakdown of a woman's relationship with her boyfriend after she discovers his infidelity, and the song "sounds a lot like a statement of independence". Sarah Rodman of The Boston Globe wrote, "With a heretofore unknown grasp of nuance, Beyonce combines heartache, bravado, and anger as she tells a cad he's far from irreplaceable—and that, in fact, her new man will be arriving momentarily." Hermansen said that "Irreplaceable" is a song that "people from all walks of life can enjoy". Beyoncé said that the song is "a little honest", and, "... basically we can't forget our power and our worth. And sometimes you're so in love, you forget that. And sometimes you feel like you're not being appreciated. And sometimes they forget that they can be replaced." The song's lyrics are constructed in the verse-pre-chorus-chorus form. It begins with guitar strumming, and Beyoncé sings the hook-intro, "To the left, to the left: everything you own in a box to the left". In bar seven, she sings the first verse, arguing with her boyfriend about the indifference of their relationship, and tells him to walk away. The pre-chorus and chorus follow, "You must not know 'bout me ... I can have another you by tomorrow / I could have another you in a minute ... Don't you ever for a second get to thinking / You're irreplaceable". In the second verse, Beyoncé recollects the moment she discovered her boyfriend's infidelity. The same pattern leads to the second chorus. Towards the end, Beyoncé sings the bridge, where she tells her lover, "Replacing you is so easy". The song closes with an ad-libbed chorus. The Boston Globe noted that Beyoncé sings some parts of it in a higher register "that complements the lyrics' wounded sensibility". ## Release During the production of "Irreplaceable", Hermansen thought that the track would not receive radio play because of the acoustic guitars, and deemed the song too pop-oriented. Hermansen did not expect "Irreplaceable" to conform to any genre. Despite his prediction, the song became successful on urban charts. It was played in New York and on country radio stations. Shortly after the release of "Irreplaceable", Beyoncé told MTV: "I love 'Irreplaceable'. I think it's important to have those songs. I've had so many people come up to me in tears, saying, 'I experienced my first breakup. If it wasn't for the song, I wouldn't be strong enough to not call. I wouldn't know how much I'm worth.' I'm happy to be a part of that." "Irreplaceable" was released in the United Kingdom on October 23, 2006, as the second single there. In the US, "Irreplaceable" was the third single from B'Day', and followed "Ring the Alarm". The single was released on December 5, 2006, and featured the album and instrumental versions of the track. "Irreplaceable" was the second single released from B'Day in international markets on Columbia Records. Two versions of the single were released in the UK on October 26, 2006. A CD single, which featured the album version of "Irreplaceable", and the Freemasons club mix radio edit of "Ring the Alarm", was released. An enhanced CD, which included the album version, three remixes of "Ring the Alarm", and the "Ring the Alarm" music video, was also released. A 12-inch single was released in the UK the following week. In Australia, a maxi single, which featured the album version and two remixes of "Déjà Vu", was released on December 5, 2006. A Maurice Joshua remix edit of the song was released in Australia two weeks later. Beyoncé recorded a Spanish version of the song, called "Irreemplazable", with additional lyrical contributions from Rudy Pérez and was included on the second disc of the deluxe edition of B'Day released on June 12, 2007. An Irreemplazable EP was released in the US on August 28, 2007, and on September 10, 2007, in the UK. The EP includes "Irreemplazable", the Norteña Remix of "Irreplaceable", "Amor Gitano", three versions of "Beautiful Liar", the Timbaland remix of "Get Me Bodied" featuring Voltio, and "Oye", the Spanish version of "Listen". As a fundraiser for the victims of the 2011 Tōhoku earthquake and tsunami in Japan, a compilation album that included "Irreplaceable", called Songs for Japan, was released on March 25, 2011. ## Critical reception Jody Rosen of Entertainment Weekly noted "Irreplaceable" to be "a lilting tune unlike anything Beyoncé has ever performed". Sarah Rodman of The Boston Globe wrote that the song is "gentle but maddeningly hook-y". Spence Abbott of IGN wrote that "Irreplaceable" and "Resentment" go for "a much more traditional contemporary R&B vibe" than any of the previous tracks on B'Day, making them stand out as if they were recorded separately from the rest of the album. Roger Friedman of Fox News Channel wrote that "Irreplaceable" is a "clever ballad" and the most memorable track on B'Day. He added that it has the most potential of catching on with fans quickly, and that it is the only song on the album that "you might actually want to sing along to". Mike Joseph of PopMatters commented that "'Irreplaceable' tellingly, was co-written by Ne-Yo, who may not be the powerhouse vocalist Beyonce is, but has significantly stronger songwriting skills. It's the best song on the album—perhaps Ms. Knowles should take a hint." Tim Finney of Pitchfork Media, called "Irreplaceable" the best song on B'Day and praised its overall production, writing: > Before, Beyoncé's approach to heartbreak was always literal, her voice and her words declaiming her feelings with a studied earnestness that at times was difficult to believe, let alone connect with. 'Irreplaceable' is the first song in which Beyoncé lies to herself, and the way her voice perfectly betrays that lie (revealing a giveaway tremble in the stiff upper lip of the lyrics) simultaneously renders it her most sophisticated and her most honest performance to date. ### Recognition and accolades Mark Edward Nero ranked it as the ninth best R&B song of 2006, and wrote, "This song has modern-day classic written all over it." The Village Voice listed it 18 on their list of best songs of 2006. Staff members of Pitchfork Media ranked the song on their list of The Top 100 Tracks of 2006 at number 45. Shaheem Reid, Jayson Rodriguez and Rahman Dukes of MTV News placed the song at number 3 on their year-end list of 27 Essential R&B Songs of 2007. In 2009, Ryan Schreiber ranked "Irreplaceable" at number 183 on his list of Top 500 Tracks of the 2000s (decade). Barry Schwartz of Stylus Magazine wrote that "Irreplaceable" recaptured Beyoncé's 2003 debut single "Crazy in Love"'s near-perfection, describing it as "gentle but defiant", and further wrote, "Through some breezy strums and a sweet plaintive melody Beyonce delivers her most genuinely emotional vocal to date, equal parts vulnerable, upset, pissed off, vindictive, resigned, and apathetic." Rolling Stone ranked the song at number 60 on its list of 100 Best Songs of the 2000s. The RIAA recognized the song as the "Highest-certified Master Ringtone by a Female Artist" of the decade achieving three times multiplatinum certification "Irreplaceable" won the award for Best R&B/Soul Single, Female, at the 2007 Soul Train Music Award, and the 'Favorite Song' award at the 2007 Nickelodeon Kids' Choice Awards. It was nominated for the Grammy Award for Record of the Year in the 2008 Grammy Awards, and Song of the Year at the VH1 Soul Vibe awards. "Irreplaceable" was recognized as one of the five most-performed songs of 2007 by the ASCAP Pop Music Awards. ## Commercial performance "Irreplaceable" entered various charts worldwide, and became the most successful single released from B'Day. The single debuted on the US Billboard Hot 100 chart on November 4, 2006, at number eighty-seven. It climbed the charts rapidly because of its radio airplay, and it was the "Greatest Airplay Gainer" for six consecutive weeks by early December 2006. Three weeks after the release of "Irreplaceable", B'Day re-entered the top ten on the US Billboard 200. "Irreplaceable" reached number one on December 16, becoming Beyoncé's fourth number one single as a solo artist, and her second in 2006, following "Check on It" (2005). The single spent ten consecutive weeks at number one and was replaced by Nelly Furtado's "Say It Right" (2006) on February 24, 2007. "Irreplaceable" outperformed "Baby Boy"'s nine weeks at number one. Beyoncé's former group Destiny's Child's single "Independent Women Part I" (2000) remained at number one for eleven weeks in late 2000 and early 2001. "Irreplaceable" remained on the chart for thirty weeks, and as of December 2017, and was certified double platinum by the Recording Industry Association of America (RIAA). It was additionally certified triple platinum in July 2007, denoting sales of three million master ringtones. "Irreplaceable" peaked atop the US Radio Songs, staying atop the chart for eleven consecutive weeks. According to Mediabase, "Irreplaceable" passed the two hundred million audience impressions mark on December 11, 2006. Another Beyoncé's single "Check on It" previously passed this mark on January 31, 2006. Consequently, Beyoncé became the second singer to achieve this in the United States, the first having been Mariah Carey whose two singles, "We Belong Together" (2005) and "Shake It Off" (2005), passed the same audience impressions mark in 2005. "Irreplaceable" was the best-performing single in the United States of 2007, topping the Billboard Top Hot 100 Hits. "Irreplaceable" installed Beyoncé at third place for most number one singles by a female songwriter, overtaking Janet Jackson and Carole King and tying Diane Warren for nine number-one singles. Beyoncé received three songwriting credits in one year, the only woman to achieve this since King in 1971 and Carey in 1991. In February 2010, the Recording Industry Association of America (RIAA) listed "Irreplaceable" as the highest certified master ringtone by a female solo artist of the 2000s. By August 2011, the single had sold over three million digital downloads in the United States. Spanish version of the song "Irreemplazable" charted equally well, peaking at number four on the Hot Latin Songs. The extended play (EP) of the same title appeared on the US Latin Pop Albums at number two, Top Latin Albums at number three, Top R&B/Hip-Hop Albums at number forty-one and on the Billboard 200 at number one-hundred-and-five. "Irreplaceable" debuted at number eight on the Australian ARIA Singles Chart, and peaked at number one, staying atop the chart for three consecutive weeks, becoming Beyoncé's first and so far only number-one single in Australia. It was certified six-times platinum by the Australian Recording Industry Association (ARIA), denoting shipments of 420,000 copies. "Irreplaceable" appeared twice on the ARIA year-end charts, reaching number twenty-three in 2006, and number forty-two in 2007. "Irreplaceable" debuted at number three on the New Zealand Singles Chart on November 6, 2006, the song's highest debut on any chart. It peaked at number one, and remained on the chart for eighteen weeks. It was later certified platinum by the Recording Industry Association of New Zealand (RIANZ). "Irreplaceable" peaked atop the charts in Hungary and Ireland, as well; it also entered the top ten in Canada, Croatia, Czech Republic, Denmark, France, Greece, Italy, the Netherlands, Norway, Poland, Romania, Scotland, Slovakia, Switzerland, the United Kingdom and Venezuela. In the United Kingdom, it peaked at number four on the UK Singles Chart, spending twelve weeks in the top twenty and twenty-five weeks on the chart in total. It was Beyoncé's fifth longest-charting single in the United Kingdom, and spent more weeks on the chart than her number-one singles "Crazy in Love" and "Déjà Vu" but slightly less than more recent hit singles "If I Were a Boy", "Single Ladies (Put a Ring on It)", "Halo" and "Sweet Dreams". Due to Beyoncé's performance of "Irreplaceable" at the Glastonbury Festival 2011 on June 26, 2011, the song re-entered the top forty of the UK Singles Chart at number thirty-three, and the live version appeared at number twenty-six on the UK Singles Chart Update. According to the International Federation of the Phonographic Industry (IFPI), "Irreplaceable" was 2007's tenth best-selling digital single with over 4.6 million copies sold worldwide; ## Music video "Irreplaceable" was directed by Anthony Mandler, who co-directed the video of "Get Me Bodied". The video features the debut performance of Beyoncé's all-female band, Suga Mama, who also appeared in the "Green Light" music video. Her acting-then-ex-boyfriend in the video is model Bobby Roache, who played police officer for the "Ring the Alarm" music video and warrior during Jay-Z and Beyoncé's live performance at the 2006 Fashion Rocks show. The video was included on the 2007 B'Day Anthology Video Album, and a video edit was produced for "Irreemplazable". Part of the video which shows Beyoncé dancing in silhouette in front of a glass door is inspired by a James Bond movie. Late in January 2008, "Irreemplazable" premiered on the MiTRL, a video countdown show on the bilingual channel MTV Tr3s. The music video follows the storyline of the song's lyrics. "She told me to pack up all my stuff, I'm getting kicked out—the video starts off like that", said Roache. It opens with Beyoncé filing her nails in silence, as her ex-partner packs up his property, as Beyoncé orders him to leave. Mid-way in the video, Beyoncé follows her then-ex-boyfriend outside the house and leans on a 2007 Jaguar XK. She appears to be pretentiously caressing him; only for the audience to find out that she is repossessing things she bought for him. He leaves her and the car, about to ride off in a taxi. Between cuts, Beyoncé manages herself in front of a mirror; putting on a lipstick, wearing huge curlers and a high-waisted skirt. There are additional beats mixed to the arrangement for the video version that can be heard, when Beyoncé sings with her all-female band, Suga Mama, towards the end. It ends with Beyoncé greeting her new boyfriend at the front door. At the 2007 Black Entertainment Television (BET) Awards, Beyoncé won Video of the Year Award for "Irreplaceable", an award for which "Beautiful Liar" was also nominated. It was nominated for Video of the Year during the 2007 MTV Video Music Awards, but it lost to Rihanna's single, "Umbrella" (2007). At the 2007 Soul Train Music Awards, the video was nominated for the Michael Jackson Award for Best R&B/Soul or Rap Music Video, but lost to rapper (and husband) Jay-Z's "Show Me What You Got" video. The video received two nominations for Best Female Artist and Video of the Year at the 2007 MTV Australia Video Music Awards. ## Live performances Beyoncé performed "Irreplaceable" during various public appearances, including the 2006 American Music Awards, The Ellen DeGeneres Show, the Today Show. The song was a part of Beyoncé's set list for her tour The Beyoncé Experience and I Am... World Tour. "Irreplaceable" was the closing song during her 2007 The Beyoncé Experience world tour. It was performed late in the set on earlier tour dates, but when Beyoncé embarked on the US leg, it was performed earlier in the show. Beyoncé performed "Irreplaceable" during her Revel Presents: Beyoncé Live revue. Beyoncé has performed "Irreplaceable" without backup dancers or live instrumentation, or in another case, Beyoncé was accompanied by two drummers, two keyboardists, a percussionist, a horn section, three backup vocalists called the Mamas, and the lead guitarist, Bibi McGill. Footage of Beyoncé's performance at the Staples Center, Los Angeles was included on The Beyoncé Experience Live! DVD (2007), and the deluxe edition of I Am... World Tour (2010). According to NME, "'Irreplaceable' [at the Glastonbury Festival] sparked a mass singalong, with the crowd taking the lead on the entire first verse." Following the performance of "Irreplaceable" at the Glastonbury Festival, the song was digitally released in the UK and the US on June 27, 2011, as charity single to raise funds for Oxfam, WaterAid and Greenpeace. This version charted at number twenty-six on the UK Singles Chart Update. ## Cover versions and usage in media American band Sleigh Bells recorded an acoustic cover of the song during their Maida Vale sessions and released it Zane Lowe's BBC Radio 1 show on March 6, 2012. A writer of Billboard magazine commented that their cover was "ethereal". Ray Rahman of Entertainment Weekly described the cover as "really good!... Krauss also has a teen-pop background thanks to her Rubyblue days, so it's actually not that surprising that she can find her away around a Top 40 single so well." However, Maura Johnston of The Village Voice gave a negative review for the cover, saying: "Krauss sighs her way through the song, turning her voice into a mew that sounds like she was trying to sing along with the radio while not being heard by her roommates or anyone else outside of a six-inch radius... Also, some of the guitar chords are a bit off.... it's sorta disappointing." In 2007, Gregory and the Hawk and Taylor Swift each covered the song. US country band Sugarland, who performed some of Beyoncé's songs during their live shows, performed a country version of "Irreplaceable" with Beyoncé at the 2007 American Music Awards, held on November 18. Kate Nash covered "Irreplaceable" in January 2008. In November 2009, Damon Thomas of The Underdogs sang the song. Kidz Bop covered "Irreplaceable" on their eleventh studio album Kidz Bop 11 (2007). A group named Faith, consisting of Michelle Delamor, Ashley Rodriguez and Charity Vance, sang "Irreplaceable" on the 'group night' episode of ninth season of American Idol on February 10, 2010, In 2011, Canadian singer Maria Aragon, and South Korean singer G.NA, covered the song. Andy Grammer performed "Irreplaceable" on the radio station The Mix Lounge 104.1 and posted the video of his performance on his YouTube page in June 2011. During the finale of the tenth season of American Idol on May 25, 2011, the lady contestants joined together onstage to perform "Irreplaceable" along with a medley of Beyoncé's other singles. On August 26, 2013, singer Barry Southgate covered the song during the fifth season of The X Factor Australia. Giles Hardie of The Sydney Morning Herald rated his performance eight out of ten and wrote it was "a very clever song choice". In September 2013, Lily Allen covered "Irreplaceable" at a celebration party in Italy, and on June 30, 2014, Anja Nissen covered the song on the third series of The Voice Australia. In May 2007, "Irreplaceable" was used in the final scene of "When the Chickens Come Home to Roost", the final episode of the first season of the television series The Game. The series also used the song in the opening moments of its premiere episode for the second season. In 2017, Woman2Woman group from Cape Town, South Africa, did a parody on the breakfast show Expresso. Felicity Kiran, Anray Amansure and Lauren-Lee Bock originally did it as promotional video. It went viral with around 40 million views worldwide. ## Track listings and formats - US Remixes – EP 1. "Irreplaceable" (Ralphi Rosario & Craig J Radio Mix) – 4:08 2. "Irreplaceable" (Ralphi Rosario & Craig J Club Mix) – 8:51 3. "Irreplaceable" (Ralphi Rosario Dub) – 9:27 4. "Irreplaceable" (Maurice Joshua Radio Mix) – 4:05 5. "Irreplaceable" (Maurice Joshua Club Mix) – 7:06 6. "Irreplaceable" (Featuring Ghostface Killah) – 4:45 7. "Irreplaceable" (DJ Speedy Remix) – 4:20 - Australian EP 1. "Irreplaceable" (Album Version) – 3:47 2. "Déjà Vu" (Freemasons Club Mix) – 8:05 3. "Déjà Vu" (The Remix) – 3:54 - German Basic single 1. "Irreplaceable" (Album Version) – 3:47 2. "Ring the Alarm" (Freemasons Club Mix Radio Edit) – 3:27 - German Premium CD-single' 1. "Irreplaceable" (Album Version) – 3:48 2. "Ring the Alarm" (Freemasons Club Mix Radio Edit) – 3:26 3. "Ring the Alarm" (Karmatronic Remix) – 3:10 4. "Ring the Alarm" (Tranzformas Remix featuring Collie Buddz) – 4:12 5. "Ring the Alarm" (Enhanced Music Video) ## Credits and personnel Credits are taken from B'Day'' liner notes. - Vocals by Beyoncé Knowles - Written and composed by Ne-Yo, Beyoncé (melodies and harmonies), Mikkel S. Eriksen, Tor Erik Hermansen, Espen Lind and Amund Bjorklund - Produced by Stargate and Beyoncé - Co-Produced by Ne-Yo - A&R: Max Gousse (Music World Productions Inc.) - Recording by Jim Caruana - Assistant: Rob Kinelski - Mixing by Jason Goldstein - Guitars: Espen Lind - All other instruments: Eriksen and Hermansen ## Charts ### Weekly charts ### Year-end charts ### Decade-end charts ### All-time charts ## Certifications ## Release history ## See also - List of number-one singles in Australia in 2006 - List of number-one singles of 2006 (Ireland) - List of number-one singles from the 2000s (New Zealand) - List of Billboard Hot 100 number-one singles of 2006 - List of Billboard Hot 100 number-one singles of 2007 - List of number-one R&B singles of 2006 (U.S.) - List of number-one R&B singles of 2007 (U.S.) - List of number-one dance singles of 2007 (U.S.)
8,066,779
Robert Nimmo
1,166,845,506
Australian Army officer (1893–1966)
[ "1893 births", "1966 deaths", "Australian Army personnel of World War II", "Australian Commanders of the Order of the British Empire", "Australian expatriates in Pakistan", "Australian generals", "Australian male field hockey players", "Australian military personnel of World War I", "Australian officials of the United Nations", "Military personnel from Queensland", "People educated at the Southport School", "People from Far North Queensland", "Royal Military College, Duntroon graduates", "United Nations Military Observers (people)" ]
Lieutenant General Robert Harold Nimmo, CBE (22 November 1893 – 4 January 1966) was a senior Australian Army officer who served in World War I, World War II, with the British Commonwealth Occupation Force in Japan, as general officer commanding (GOC) Northern Command in Australia, and finally as the chief military observer of the United Nations Military Observer Group in India and Pakistan from 1950 until his death in 1966. Raised on a sheep station in far north Queensland, Nimmo attended the Southport School in southern Queensland before entering the Royal Military College, Duntroon, in 1912. He was the senior cadet of his class, which graduated early to participate in World War I. He served with the 5th Light Horse Regiment during the Gallipoli and Sinai and Palestine campaigns, reaching the rank of major. He was praised for his leadership as a light horse squadron commander and for his skills as the brigade major of the 1st Light Horse Brigade in the final stages of the war. At the end of the war, Nimmo transferred to the permanent Australian Staff Corps, and served as a company commander and instructor at Duntroon before a series of staff postings at cavalry formations in Victoria. He was also a talented sportsman, representing Australia in field hockey, and the state of Victoria in a range of sports. After attending the British Army's Senior Officers' School, he was promoted to lieutenant colonel and served as a senior staff officer on the headquarters of two cavalry divisions. At the outbreak of World War II, he was initially retained in Australia to help develop an Australian armoured force, and was subsequently promoted to brigadier and commanded a cavalry and then an armoured brigade in Australia. Following this he was posted as a senior staff officer at corps and then at army headquarters level in Australia. Nimmo administered command of Northern Territory Force before deploying to the island of Bougainville in the Territory of New Guinea to command the 4th Base Sub Area, the logistics organisation supporting the Bougainville campaign. His final posting of the war was as a senior staff officer on First Australian Army headquarters in Lae in New Guinea. Soon after the Japanese surrender, Nimmo was selected to command the 34th Brigade, and led it from Morotai in the Dutch East Indies to Japan, where it formed part of the British Commonwealth Occupation Force. Upon returning from Japan to Australia, he was promoted to major general and posted as GOC Northern Command. He was appointed as a Commander of the British Empire in 1950, and retired from the army at the end of that year. Almost simultaneously he was appointed as the chief military observer of the UN Military Observer Group in India and Pakistan (UNMOGIP), responsible for monitoring the 800-kilometre (500 mi) long ceasefire line between the Indian and Pakistani armed forces, which extended from the Kashmir Valley to the Himalayas. He was promoted by Australia to honorary lieutenant general in 1954, at the suggestion of the United Nations. In 1964, the UN Secretariat described him as "by far the most successful United Nations observer ever". He died of a heart attack in his sleep on 4 January 1966 at Rawalpindi, Pakistan, and was buried in the Anzac section of Mount Gravatt Cemetery, Brisbane, with full military and United Nations honours and senior representatives of both India and Pakistan were present. Nimmo was the first Australian to command a multinational peacekeeping force, and his command of UNMOGIP remains the longest-ever command of a UN operation. ## Early life and education Robert Harold Nimmo was born on 22 November 1893 at Oak Park Station, a sheep station near the town of Einasleigh in far north Queensland. He was the fifth of nine children of James Russel Nimmo, a Scottish-born grazier, and his wife Mary Ann Eleanor née Lethbridge, who was born in Victoria. Known within his family as Harold, between 1904 and 1911 Nimmo attended the Southport School, an independent Anglican school south of the Queensland capital of Brisbane (now part of the Gold Coast). He achieved excellent results in both academic and sporting pursuits while at school. In the year that Nimmo finished at the Southport School, the Royal Military College, Duntroon, opened in the national capital of Canberra, and on 7 March 1912, he joined the second intake of officer trainees for the small Australian Permanent Military Forces. He became known by the nickname "Putt" while at Duntroon. After the outbreak of World War I in August 1914 it was decided to graduate Nimmo's class fourteen months early in November of that year. ## World War I ### Gallipoli campaign Nimmo was appointed as a lieutenant in the Permanent Military Forces upon graduation on 3 November 1914, having held the position of the senior cadet of his 40-strong class, known as the company sergeant major. He was commissioned as a lieutenant into the Australian Imperial Force (AIF) and joined the 5th Light Horse Regiment, part of Colonel Granville Ryrie's 2nd Light Horse Brigade which was forming from men recruited in Queensland. On 21 December the regiment sailed from Sydney for the Middle East aboard SS Persic, a White Star Line ocean liner that had been converted into a troopship and redesignated HMAT A34. The regiment arrived in Egypt on 1 February 1915. Initially considered unsuitable for the landing at Gallipoli on 25 April, the whole brigade was landed at Anzac Cove on 20 May in a dismounted role to reinforce the severely depleted infantry of the 1st Division that had been fighting the Gallipoli campaign since 25 April. Nimmo was a troop commander in A Squadron, and although the regiment performed a defensive role for most of the campaign, it was involved in some minor attacks. Nimmo was involved in considerable fighting during the campaign. In the second week of June the 2nd Light Horse Brigade was deployed onto the southernmost flank of the Australian frontline at Gallipoli. A competition then ensued by which the Australians and opposing Ottoman Army troops extended their trenches south, with the Australian position terminating at Chatham's Post at the seaward end of a long spur. The opposing Ottoman trench system at this point was the Echelon Trenches. The 2nd Light Horse Brigade was ordered to conduct a feint attack towards the Echelon Trenches, and to occupy an intermediate position known as the Balkan Pits from which the Ottomans were to be led to believe the attack was to be launched. A Squadron of the 5th Light Horse Regiment was to occupy the Balkan Pits with cover from other elements of the brigade from various positions, along with artillery. Nimmo was in the forefront of this advance, engaging exposed Ottoman troops as they went, causing confusion, but drawing fire and warning the Ottomans of the danger, and they promptly occupied the Echelon Trenches in response. The half-squadron, now in the Balkan Pits, was engaged by Ottoman artillery, and there was some friendly fire from a British destroyer which also caused casualties. Despite accompanying heavy rifle fire and Ottoman troops approaching from two directions, the lighthorsemen remained in position. Nimmo's leadership in steadying the forward troops at this juncture was noted in the Australian official history of the war. With the Ottomans closing in, the lighthorsemen were ordered to withdraw, but they refused to leave any wounded behind, which slowed their eventual return to the Australian line about dusk. During the operation, the 5th Light Horse Regiment lost 24 killed, 79 wounded, and one taken prisoner. On 16 July Nimmo was appointed as regimental adjutant and twelve days later he was temporarily promoted to captain. He was evacuated with enteric fever in late August, and because he was no longer performing his adjutant duties he reverted to his substantive rank of lieutenant on 30 August. He was admitted to hospital in Alexandria in Egypt on 6 September then evacuated to the UK on 23 September where he was admitted to hospital in London on 5 October. Due to his absence from his unit, he was placed on the supernumerary list on 13 December. ### Sinai and Palestine campaign On 20 December 1915 the 5th Light Horse Regiment was withdrawn from Gallipoli when all Australian forces were evacuated. On 4 February 1916 Nimmo reported to the Australian personnel depot in the UK after recuperating from his illness, and a month later he departed to return to the Middle East, sailing on the SS Arcadian, another converted liner used as a troopship. He disembarked at Alexandria on 16 May. In March 1916 the 5th Light Horse Regiment had joined the ANZAC Mounted Division forming in Egypt, and was involved in the defence of the Suez Canal from an Ottoman advance, although its main task was long-range patrolling. Nimmo was posted back to his former regiment on 25 June, but the following day was appointed as second-in-command of an ad hoc subunit, the 2nd Double Squadron. He was temporarily promoted to captain on 1 July to fulfil this role. He returned to the regiment on 22 July and his promotion to captain was made substantive. In July he was designated as a staff trainee within the "G" (Operations) Branch of the headquarters of the ANZAC Mounted Division. By this time, the 5th Light Horse Regiment was based at Dueidar – west of Katia on the northern Sinai Peninsula, from where extensive patrolling and reconnaissance was conducted. On 17 October Nimmo was again appointed as regimental adjutant. On 12 December Nimmo was temporarily detached to the 3rd Light Horse Brigade, but returned to his regiment on 27 December. On 24 February 1917 he was seconded to the headquarters of the 2nd Light Horse Brigade for training as a staff captain. In February and March, the 2nd Light Horse Brigade conducted brigade-level reconnaissance into Palestine towards Gaza. Nimmo's secondment to headquarters of the 2nd Light Horse Brigade included the failed First Battle of Gaza on 26 March. On 15 April Nimmo was seconded as a staff captain to the British 160th Infantry Brigade which was part of the 53rd (Welsh) Infantry Division. The 53rd (Welsh) Infantry Division had received significant casualties in the First Battle of Gaza. While Nimmo was with the British division, it was involved in a second failure to capture Gaza on 17–19 April, in which the 160th Infantry Brigade managed to capture Samson's Ridge following many unsuccessful attempts and serious losses. After three months with the British, Nimmo returned to the 5th Light Horse Regiment on 14 July on promotion to major, posted as officer commanding B Squadron. Nimmo led B Squadron during several minor brigade and regimental operations targeting enemy patrols and outposts in the vicinity of Beersheba in July, and August, before spending September engaged in training and inspections at the rest camp at Tel el Marakeb. Between 21 and 29 October, Nimmo and his squadron were detached to the Imperial Camel Corps Brigade for patrol and outpost duty. Nimmo led his squadron during the successful Battle of Beersheba on 31 October, where the 5th Light Horse Regiment helped cut the Beersheba-Hebron road at Sakati to isolate the Ottoman defenders. The presence of the 2nd Light Horse Brigade across the Beersheba-Hebron road helped to give the German general commanding the Ottoman forces in the sector, Friedrich Freiherr Kress von Kressenstein, the false impression that the Allied advance would now be aimed at Jerusalem, and he made troop dispositions that weakened the defences at Gaza. Nimmo's squadron then participated in the follow-up operations around Tel el Khuweilfe in the first few days of November, which were initially led by the 5th Light Horse Regiment. Soon after, the 5th Light Horse Regiment participated in the successful Third Battle of Gaza on 7 November, where it advanced quickly with exposed flanks to attempt to cut off the retreating Ottoman forces at Huj, but was unable to reach its objective despite fighting "dashingly". Later that day the 5th Light Horse Regiment attacked the Tel Abu Dilakh ridge, covering the 1.6–2.4 km (1–1.5 mi) to the ridge at a gallop under heavy artillery fire. While the regiment was held up by guns firing from a distant village, they pushed forward in the morning and captured the enemy artillery. After this concentrated period of heavy fighting, Nimmo's regiment was rested on the coast for three days before rejoining the force that pursued the Ottoman forces north along the coast. In late November and early December, the 5th Light Horse Regiment held a defensive position along the Auja river, before the entire brigade received a week's rest. The 5th Light Horse Regiment then helped capture Jerusalem. The wet winter made operations impossible over the period from late December 1917, and Nimmo's regiment was sent further south to Esdud to continue its rest and recuperation, which continued until mid-March 1918 when they broke camp and rode to Jerusalem. From there the brigade rode to the Jordan River and crossed at Hajla on 23/24 March as part of the raid on Amman. They crossed the Jordan Valley and climbed the plateau a few hour's ride from their objective. On 26 March, two squadrons of the 5th Light Horse Regiment – one of which was Nimmo's – attacked a convoy on the Amman-Es Salt road, and captured two dozen vehicles and 12 prisoners, and on the following day cut the railway to the north of Amman by blowing up a bridge. During the stealthy approach march to the railway line, Nimmo's squadron was the advance guard and his handling of his squadron was described by the commander of the raid as "masterly". The 2nd Light Horse Brigade then engaged in a demonstration on the left flank of a night attack on Amman by the rest of the raiding force. Like the two daylight attempts that preceded it, this attack was also a failure. The 2nd Light Horse Brigade withdrew to Es Salt. The 5th Light Horse Regiment then spent most of the next three months securing the west bank of the Jordan. On 26 April, Nimmo accompanied his commanding officer on a reconnaissance of fords along the Jordan, and the following day Nimmo's squadron was the advance guard for the crossing of the river. The brigade then joined the Australian Mounted Division near Es Salt on 1 May. The 5th Light Horse Regiment took up positions near Es Salt, which had been captured by the 3rd Light Horse Brigade on 30 April, and fought off an Ottoman attack on 3 May, after which the regiment withdrew to a bivouac area south of Jericho. While these two raids were unsuccessful at the tactical level, they contributed to the Ottoman commanders becoming convinced that the next major Allied offensive would involve them crossing the Jordan. The regiment rotated in and out of the outpost line from 22 May, and from 11 June Nimmo spent two weeks acting as brigade major of the 2nd Light Horse Brigade while the incumbent was on leave, followed by six weeks at the senior officers' school near Cairo. On 17 September he was appointed as brigade major of the 1st Light Horse Brigade, which was conducting operations near Es Salt. Nimmo prepared the orders for the key role the brigade played in the capture of Amman on 25 September and a follow-up operation on 28 September at Kirb Es Samra and El Mafrak, in which it took more than eight hundred Ottoman and four German prisoners and captured 16 artillery pieces. From 7 October Nimmo spent two weeks in hospital with malaria followed by two weeks' sick leave, rejoining the 1st Light Horse Brigade on 12 November after the Ottoman Empire had signed the Armistice of Mudros, ending the fighting in the Middle East. On 21 January 1919 Nimmo's mention in despatches was announced in the London Gazette for his services during the period from 16 March to 18 September 1918. A month later he embarked at Suez aboard the Novgorod to return to Australia. Nimmo's record with the 5th Light Horse Regiment was described by his commanding officer, Lieutenant Colonel Donald Cameron, as "a particularly fine one", and he was also described by Cameron as possessing "personal qualifications of the highest order" and as "a most gallant and able leader". His commanding officer's report on his performance was endorsed by the commander of the 1st Light Horse Brigade, Brigadier General Charles Frederick Cox, who described him as "an excellent brigade major", and by the commander of the ANZAC Mounted Division, Major General Edward Chaytor. Nimmo's AIF appointment was terminated on 19 June 1919, and he was transferred to the Australian Staff Corps, the small corps of officers of the Permanent Military Forces responsible for the training of the part-time forces. For his service in World War I, he was entitled to the 1914–15 Star, British War Medal and Victory Medal. Upon his return to Australia, Nimmo was presented the 1915 Sword of Honour, an award for the cadet in each Duntroon graduating class who displays the most exemplary conduct and performance of duties. ## Interwar period From 20 June 1919 to 17 January 1920, Nimmo was posted as assistant brigade major of the 3rd Brigade Area, 1st Military District in Brisbane. On 18 January 1920 he was posted as a company commander and instructor at Duntroon, a posting he remained in until early 1925. On 25 June 1921 he married Joan Margaret Cunningham, known as "Peggy", at St John's Anglican Church, Darlinghurst, in Sydney. Peggy was a daughter of the owners of Lanyon Station in the Federal Capital Territory. Nimmo and Peggy had one son and one daughter. On 31 January 1925, Nimmo was posted as brigade major of the 3rd Cavalry Brigade, headquartered in Melbourne. This was followed by a posting in July of the same year as assistant adjutant & quartermaster general (AA&QMG) of the 2nd Cavalry Division, headquartered in Melbourne, which included formations based in Victoria and South Australia. He was also the inspector general of communications for the division, responsible for the line of communications of the formation. His next posting was as brigade major of the 5th Cavalry Brigade, again in Melbourne, from 1 January 1926. He was a talented sportsman, representing Australia in field hockey in 1927, 1930 and 1932. He also represented the state of Victoria in rugby union, cricket, tennis and polo, as well as hockey. In 1930, The Age newspaper described him as the best player in the victorious Victorian team in the all-Australian hockey championship. He was also a selector for the Australian and Victorian hockey teams. On 1 September 1932, Nimmo returned to his previous role as brigade major of the 3rd Cavalry Brigade, before reprising another previous role as AA&QMG of the 2nd Cavalry Division from 15 January 1935. While performing this role he was also appointed as an aide-de-camp to the Governor of Victoria, Lord Huntingfield. On 16 March 1937, Nimmo embarked for the UK to attend the 54th course of the British Army's Senior Officers' School at Sheerness in Kent between 27 September 1937 and 15 December 1937, and returned to Melbourne on 6 June 1938. Nimmo was issued with the King George V Silver Jubilee Medal in 1935 and the King George VI Coronation Medal in 1937. On 2 July 1938, he was promoted to lieutenant colonel, and commenced duties as general staff officer grade I (GSO I) at the 2nd Cavalry Division two days later. This was followed by a posting to the same position at the 1st Cavalry Division in Sydney from 17 April 1939, where he remained posted when World War II broke out in September. As with many of his senior cavalry colleagues, he remained in Australia to assist in the development of a modern armoured force within the Australian Army. ## World War II In March 1940, Nimmo's wife Peggy was killed in a fall at The Gap, a tall cliff near Rosa Gully, north of Dover Heights in eastern Sydney; Nimmo was devastated. On 28 April the Army posted him to Brisbane as GSO I at Northern Command. In September 1941, he was seconded to the Second Australian Imperial Force and posted to the newly raised 1st Armoured Brigade which was forming at Greta, New South Wales, and he was promoted to temporary colonel to be the second-in-command of the brigade. On 10 January 1942, he was promoted to temporary brigadier, and posted to command the 4th Cavalry Brigade. On 10 February 1942 he married fellow Queenslander Mary Dundas Page, at the Church of All Saints in Woollahra, Sydney. Mary was 26 years old and Nimmo was 48. In June, Nimmo was appointed as an aide-de-camp to the Governor-General of Australia, The Lord Gowrie. On 14 July his posting at 4th Cavalry Brigade ended. From 21 January to 16 June 1943, he commanded the 1st Armoured Brigade, before being posted as brigadier, general staff, of III Corps in Western Australia. After nearly a year in this role, on 17 May 1944 he was posted to the same role at the headquarters of the Second Army at Parramatta, New South Wales, which was responsible for units located in the south-eastern states. This was followed by a brief period in the same role at Northern Territory Force from 20 September to 28 October. He administered command of Northern Territory Force in the absence of its appointed commander from 28 October 1944 to 26 February 1945. On 14 March, Nimmo flew to Torokina on the island of Bougainville in the Territory of New Guinea. Upon arrival he took command of the 4th Base Sub Area – the logistics formation supporting the formations fighting the Bougainville campaign – a position he held until 17 May. On that date he was posted as deputy assistant quartermaster general in the headquarters of Lieutenant General Vernon Sturdee's First Army at Lae in New Guinea, a position he held until 29 September when he was appointed to command the 34th Brigade, which was slated to form part of the British Commonwealth Occupation Force (BCOF) in Japan. His appointment as an aide-de-camp to the Governor General was extended to 31 July 1945. For his service in World War II, Nimmo was entitled to the Pacific Star, War Medal 1939–1945 and Australia Service Medal 1939–1945. His brother served as a medical officer at Duntroon during World War II, and his eldest son, James, a pilot officer in the Royal Australian Air Force, was killed on 10 April 1944 while serving with No. 103 Squadron of the Royal Air Force. ## Post-war service On 7 October 1945 Nimmo returned to Australia, and on 18 October he flew to Morotai in the Dutch East Indies to assume command of the 34th Brigade. Between 10 and 22 December, he visited Japan ahead of the deployment of his brigade as part of BCOF, and he briefly returned to Australia between 3 and 11 January 1946. According to his entry in the Australian Dictionary of Biography, Nimmo calmly handled the so-called "Morotai incident" in January after his brigade was subjected to delays and public criticism which had nearly resulted in mutiny, impressing many. On 15 February, he embarked for Japan with his brigade, and disembarked at Kure, Japan, on 22 February. He was described by one who served under his command during this period as "a handsome officer of compact stature, unflappable and popular". He relinquished his command on 18 April and was placed on the reserve supernumerary list, returning to Australia on 7 May. On 12 June, Nimmo was promoted to temporary major general and appointed as general officer commanding Northern Command, and district commandant, based in Brisbane. On 30 June 1947 his secondment to the Second AIF ceased, and he was seconded to the new Interim Army. On 1 October 1948 he was appointed as a substantive major general in the Australian Staff Corps. He continued to play sport, representing the Army in a cricket match against a United Services Institute team in Brisbane in 1949. He was appointed a Commander of the Order of the British Empire (CBE) in the Military Division in the 1950 King's Birthday Honours. The citation reads: > Maj-Gen Nimmo has been commissioned for over 35 years in the Australian Military Forces. He has given outstandingly loyal service and has been a leader not only in his profession but also in many sporting activities. During the 1939/45 War he served with distinction both as a Commander and as a Senior Staff Officer and was selected to command the 34th Infantry Brigade when it was raised for service in Japan at the end of 1945. He commanded 34th Infantry Brigade with distinction and in June 1946 was selected as General Officer Commanding Northern Command and promoted to Major-General. By his practical approach to problems and the high regard in which he is held by all classes of the community he has proved himself an able and efficient commander. ## United Nations service and death Nimmo retired from the Australian Military Forces on 22 November 1950, after reaching the age of 57, the retirement age for his rank. In early 1950, in the wake of the Indo-Pakistani War of 1947–1948, the Australian diplomat and jurist Sir Owen Dixon was appointed as the United Nations (UN) mediator between India and Pakistan over the disputed State of Jammu and Kashmir. Dixon believed that the dispute could only be resolved through partition, but the UN Security Council had determined that a plebiscite of the population was necessary. Unable to get the Prime Minister of India, Jawaharlal Nehru, to agree to take the steps necessary to ensure that the plebiscite would be fair and free, Dixon's report criticised both sides for not reaching an agreement. In the wake of Dixon's report, the UN sought an Australian to serve as chief military observer (CMO) of the UN Military Observer Group in India and Pakistan (UNMOGIP), following the death of the previous CMO – Canadian Brigadier-General Harry Angle – in an aircraft crash. Given his reputation for calmness and resolution, and his wide experience, Nimmo was selected for the role, arriving in Kashmir in November. His wife Mary arrived three months later, along with their children. The role of UNMOGIP was to monitor the 800-kilometre (500 mi) long ceasefire line between the Indian and Pakistani armed forces, which began in the lowland Kashmir Valley and extended through rugged and mountainous territory to the Himalayas in the north. Soon after Nimmo's appointment, there was a need to appoint a new UN mediator in the conflict to replace Dixon. American and some British decision-makers were interested in giving Nimmo the role alongside his appointment as CMO, but the Australian Department of External Affairs eventually took the view that to do so might undermine Nimmo's position as CMO. The formal relationship between the UN mediator – the American Frank Porter Graham – and Nimmo was described as "vague and uncertain". From 1952, following Nimmo's advocacy for their inclusion and the personal intervention of the Australian Prime Minister, Robert Menzies, UNMOGIP included Australians. Initially drawn from the Reserve of Officers and the part-time Citizen Military Forces, from 1958 they began to be selected from the recently expanded regular army as well. The use of regular officers reduced in the early 1960s as Australia's commitments in South-East Asia increased. According to two Australian officers who served with UNMOGIP in the mid-1960s, Nimmo deployed the Australians and New Zealanders to the toughest posts as he trusted them the most. Nimmo's command was small, ranging from 30 to 99 personnel over the course of his period in command, but he consistently strove to ensure that the number of staff matched the work that was required, aiming to minimise the demands on contributing countries and maintain morale among the observers. He regularly visited officers along the ceasefire line, and his sporting skill, especially in polo, was much admired among all he interacted with. Nimmo quickly garnered a reputation as hardworking and efficient, and as an ideal military observer, "a model of firmness, tact, and silence". In 1953 Nimmo suffered a heart attack while travelling to the UN in New York and required some months to recover, but he was not replaced due to the high regard in which he was held by the UN. His Australian chief of staff initially performed his duties in his absence, but eventually the Belgian Major General Bennett Louis de Ridder was appointed as acting CMO for three months. After Nimmo reached the statutory retirement age of 60 in November 1953, extensions to his tenure were at the discretion of the UN Secretary-General, and they kept being approved because he was so well regarded by the UN. When Nimmo returned after his convalescence, de Ridder remained with UNMOGIP, creating an awkward situation where there were two major generals appointed to the observer group, and rumours circulated that de Ridder would eventually replace Nimmo. The UN Secretariat suggested that Nimmo be promoted to lieutenant general to overcome this issue, and in recognition of his "outstanding ability, both in military matters and in diplomatic functions which he has been called on to perform". Although some in the Department of External Affairs – rather cynically, according to the Australian official war historians – suggested that Nimmo was seeking this promotion for himself, they directed the request to the Department of Defence. Defence pointed out that Nimmo was on the Retired List and could not be substantively promoted, but that he could be granted the honorary rank of lieutenant general while he remained with UNMOGIP. In November 1954, Nimmo was granted the honorary promotion, which he held until his death. In the same year, Indian complaints about the American observers resulted in the end of their contribution to UNMOGIP, and according to the Australian High Commissioner to India, Walter Crocker, Nimmo was content to see them go, as he did not consider them suited to the role. From November 1956, Nimmo made it his practice to appoint a Canadian colonel as his chief of staff. A hard worker himself, Nimmo also had high expectations of his staff. He progressively expanded the field regulations for UNMOGIP and provided copies to both sides of the conflict. In 1964, the UN Secretariat reported that Nimmo was "by far the most successful United Nations observer ever", and the official war historians assert that "his professional expertise and diplomatic skills" ensured UNMOGIP was well run, despite its inability to solve the Kashmir problem. Nimmo led UNMOGIP through the Indo-Pakistani War of 1965, which he was powerless to prevent, and played an important part in trying to end. When the war broke out, Nimmo requested an additional 100 observers from troop-contributing countries, but no additional Australians were provided. According to the official historians, Nimmo's actions and correspondence during the war indicate that he had "thought deeply about ways of easing the conflict in Kashmir and was trying to impose realistic solutions". Immediately after the war concluded he raised and initially commanded the United Nations India-Pakistan Observation Mission (UNIPOM) outside Kashmir, and thereafter had oversight of UNIPOM as well as UNMOGIP. According to the historian Peter Londey, Nimmo had an extraordinary understanding of his role, which he fulfilled "through maintaining an open, firm but tactful relationship with both the belligerent parties, and [showing] favour to neither". At the time of the 1965 war, Nimmo was beginning to feel the stress of his long period of command. For the first time, there were complaints about Australian bias, and the Pakistani government apparently asked for his replacement. UN Secretary-General U Thant refused, but told Nimmo of the complaints when Nimmo visited New York in December 1965. Nimmo was surprised by the complaints, but continued to lead UNMOGIP until his death of a heart attack in his sleep on 4 January 1966 at Rawalpindi, Pakistan, aged 72. By this time Mary and their daughter were living in London. Nimmo's death may have been accelerated by the pressures associated with the 1965 war. He was the first Australian to command a multinational peacekeeping force, and at 15 years and 2 months, his command of UNMOGIP remains the longest-ever command of a UN operation. After an Anglican service in Rawalpindi with Pakistani military honours and fellow Australian observers as pall bearers, his body was flown to Karachi and then Brisbane. His funeral was held at St John's Cathedral, and the gun carriage carrying his coffin was led by a 500-strong guard of honour. His funeral was attended by senior representatives of both India and Pakistan. He was buried in the Anzac section of the Mount Gravatt Cemetery in MacGregor, Brisbane, with full UN and military honours, including two 15-gun artillery salutes. He was survived by his second wife Mary and their son and daughter, and the daughter of his first marriage. His obituary in The Morning Bulletin newspaper in Rockhampton, Queensland, stated that he performed his duties "impeccably" and had "added considerably to Australia's stature internationally". In response to his death, U Thant issued a statement which read: > General Nimmo's wisdom, judgement and strength of character were complemented by a modesty, kindness and calmness which endeared him to the officers of many nationalities who served under him as military observers, and to all those with whom he worked both in the field and at United Nations Headquarters. The most difficult and dangerous situations did not ruffle his composure or affect at all his objectivity and determination to establish the true facts of a situation.
28,223,827
Rhodocene
1,165,495,285
Organometallic chemical compound
[ "Metallocenes", "Organorhodium compounds" ]
Rhodocene is a chemical compound with the formula [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]. Each molecule contains an atom of rhodium bound between two planar aromatic systems of five carbon atoms known as cyclopentadienyl rings in a sandwich arrangement. It is an organometallic compound as it has (haptic) covalent rhodium–carbon bonds. The [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] radical is found above 150 °C (302 °F) or when trapped by cooling to liquid nitrogen temperatures (−196 °C [−321 °F]). At room temperature, pairs of these radicals join via their cyclopentadienyl rings to form a dimer, a yellow solid. The history of organometallic chemistry includes the 19th-century discoveries of Zeise's salt and nickel tetracarbonyl. These compounds posed a challenge to chemists as the compounds did not fit with existing chemical bonding models. A further challenge arose with the discovery of ferrocene, the iron analogue of rhodocene and the first of the class of compounds now known as metallocenes. Ferrocene was found to be unusually chemically stable, as were analogous chemical structures including rhodocenium, the unipositive cation of rhodocene and its cobalt and iridium counterparts. The study of organometallic species including these ultimately led to the development of new bonding models that explained their formation and stability. Work on sandwich compounds, including the rhodocenium-rhodocene system, earned Geoffrey Wilkinson and Ernst Otto Fischer the 1973 Nobel Prize for Chemistry. Owing to their stability and relative ease of preparation, rhodocenium salts are the usual starting material for preparing rhodocene and substituted rhodocenes, all of which are unstable. The original synthesis used a cyclopentadienyl anion and tris(acetylacetonato)rhodium(III); numerous other approaches have since been reported, including gas-phase redox transmetalation and using half-sandwich precursors. Octaphenylrhodocene (a derivative with eight phenyl groups attached) was the first substituted rhodocene to be isolated at room temperature, though it decomposes rapidly in air. X-ray crystallography confirmed that octaphenylrhodocene has a sandwich structure with a staggered conformation. Unlike cobaltocene, which has become a useful one-electron reducing agent in research, no rhodocene derivative yet discovered is stable enough for such applications. Biomedical researchers have examined the applications of rhodium compounds and their derivatives in medicine and reported one potential application for a rhodocene derivative as a radiopharmaceutical to treat small cancers. Rhodocene derivatives are used to synthesise linked metallocenes so that metal–metal interactions can be studied; potential applications of these derivatives include molecular electronics and research into the mechanisms of catalysis. ## History Discoveries in organometallic chemistry have led to important insights into chemical bonding. Zeise's salt, K[PtCl<sub>3</sub>(C<sub>2</sub>H<sub>4</sub>)]·H<sub>2</sub>O, was reported in 1831 and Mond's discovery of nickel tetracarbonyl (Ni(CO)<sub>4</sub>) occurred in 1888. Each contained a bond between a metal centre and small molecule, ethylene in the case of Zeise's salt and carbon monoxide in the case of nickel tetracarbonyl. The space-filling model of the anion of Zeise's salt (image at left) shows direct bonding between the platinum metal centre (shown in blue) and the carbon atoms (shown in black) of the ethylene ligand; such metal–carbon bonds are the defining characteristic of organometallic species. Bonding models were unable to explain the nature of such metal–alkene bonds until the Dewar–Chatt–Duncanson model was proposed in the 1950s. The original formulation covered only metal–alkene bonds but the model was expanded over time to cover systems like metal carbonyls (including [Ni(CO)<sub>4</sub>]) where π backbonding is important. Ferrocene, [Fe(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>], was first synthesised in 1951 during an attempt to prepare the fulvalene (C <sub>10</sub>H <sub>8</sub>) by oxidative dimerization of cyclopentadiene; the resultant product was found to have molecular formula C <sub>10</sub>H <sub>10</sub>Fe and reported to exhibit "remarkable stability". The discovery sparked substantial interest in the field of organometallic chemistry, in part because the structure proposed by Pauson and Kealy was inconsistent with then-existing bonding models and did not explain its unexpected stability. Consequently, the initial challenge was to definitively determine the structure of ferrocene in the hope that its bonding and properties would then be understood. The sandwich structure was deduced and reported independently by three groups in 1952: Robert Burns Woodward and Geoffrey Wilkinson investigated the reactivity in order to determine the structure and demonstrated that ferrocene undergoes similar reactions to a typical aromatic molecule (such as benzene), Ernst Otto Fischer deduced the sandwich structure and also began synthesising other metallocenes including cobaltocene; Eiland and Pepinsky provided X-ray crystallographic confirmation of the sandwich structure. Applying valence bond theory to ferrocene by considering an Fe<sup>2+</sup> centre and two cyclopentadienide anions (C<sub>5</sub>H<sub>5</sub><sup>−</sup>), which are known to be aromatic according to Hückel's rule and hence highly stable, allowed correct prediction of the geometry of the molecule. Once molecular orbital theory was successfully applied, the reasons for ferrocene's remarkable stability became clear. The properties of cobaltocene reported by Wilkinson and Fischer demonstrated that the unipositive cobalticinium cation [Co(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sup>+</sup> exhibited stability similar to that of ferrocene itself. This observation is not unexpected given that the cobalticinium cation and ferrocene are isoelectronic, although the bonding was not understood at the time. Nevertheless, the observation led Wilkinson and F. Albert Cotton to attempt the synthesis of rhodocenium and iridocenium salts. They reported the synthesis of numerous rhodocenium salts, including those containing the tribromide ([Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]Br<sub>3</sub>), perchlorate ([Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]ClO<sub>4</sub>), and reineckate ([Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] [Cr(NCS)<sub>4</sub>(NH<sub>3</sub>)<sub>2</sub>]·H<sub>2</sub>O) anions, and found that the addition of dipicrylamine produced a compound of composition [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] [N(C<sub>6</sub>H<sub>2</sub>N<sub>3</sub>O<sub>6</sub>)<sub>2</sub>]. In each case, the rhodocenium cation was found to possess high stability. Wilkinson and Fischer went on to share the 1973 Nobel Prize for Chemistry "for their pioneering work, performed independently, on the chemistry of the organometallic, so called sandwich compounds". The stability of metallocenes can be directly compared by looking at the reduction potentials of the one-electron reduction of the unipositive cation. The following data are presented relative to the saturated calomel electrode (SCE) in acetonitrile: [Fe(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sup>+</sup> / [Fe(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] +0.38 V [Co(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sup>+</sup> / [Co(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] −0.94 V [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sup>+</sup> / [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] −1.41 V These data clearly indicate the stability of neutral ferrocene and the cobaltocenium and rhodocenium cations. Rhodocene is ca. 500 mV more reducing than cobaltocene, indicating that it is more readily oxidised and hence less stable. An earlier polarographic investigation of rhodocenium perchlorate at neutral pH showed a cathodic wave peak at −1.53 V (versus SCE) at the dropping mercury electrode, corresponding to the formation rhodocene in solution, but the researchers were unable to isolate the neutral product from solution. In the same study, attempts to detect iridocene by exposing iridocenium salts to oxidising conditions were unsuccessful even at elevated pH. These data are consistent with rhodocene being highly unstable and may indicate that iridocene is even more unstable still. ## Speciation The 18-electron rule is the equivalent of the octet rule in main group chemistry and provides a useful guide for predicting the stability of organometallic compounds. It predicts that organometallic species "in which the sum of the metal valence electrons plus the electrons donated by the ligand groups total 18 are likely to be stable." This helps to explain the unusually high stability observed for ferrocene and for the cobalticinium and rhodocenium cations – all three species have analogous geometries and are isoelectronic 18-valence electron structures. The instability of rhodocene and cobaltocene is also understandable in terms of the 18-electron rule, in that both are 19-valence electron structures; this explains early difficulties in isolating rhodocene from rhodocenium solutions. The chemistry of rhodocene is dominated by the drive to attain an 18-electron configuration. Rhodocene exists as [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>], a paramagnetic 19-valence electron radical monomer only at or below −196 °C (−320.8 °F) (liquid nitrogen temperatures) or above 150 °C (302 °F) in the gas phase. It is this monomeric form that displays the typical staggered metallocene sandwich structure. At room temperature (25 °C [77 °F]), the lifetime of the monomeric form in acetonitrile is less than two seconds; and rhodocene forms [Rh(C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sub>2</sub>, a diamagnetic 18-valence electron bridged dimeric ansa-metallocene structure. Electron spin resonance (ESR), nuclear magnetic resonance (NMR) and infrared spectroscopic (IR) measurements point to the presence of an equilibrium interconverting the monomeric and dimeric forms. ESR evidence confirms that the monomer possesses a high order axis of symmetry (C<sub>n</sub>, n \> 2) with a mirror plane (σ) perpendicular to it as symmetry elements; this experimentally demonstrates that the monomer does possess the typical sandwich structure of a metallocene although the interpretation of the ESR data has been questioned. The decomposition pathway of the monomer has also been studied by mass spectrometry. The dimerisation is a redox process; the dimer is a rhodium(I) species and the monomer has a rhodium(II) centre. Rhodium typically occupies oxidation states +I or +III in its stable compounds. This dimerisation process has the overall effect of decreasing the electron count around the rhodium centre from 19 to 18. This occurs because the oxidative coupling of the two cyclopentadienyl ligands produces a new ligand with lower hapticity and which donates fewer electrons to the metal centre. The term hapticity is used to indicate the "number of carbon (or other) atoms through which [a ligand] binds (n)" to a metal centre and is symbolised as η<sup>n</sup>. For example, the ethylene ligand in Zeise's salt is bound to the platinum centre through both carbon atoms, and it hence formally has the formula K[PtCl<sub>3</sub>(η<sup>2</sup>-C<sub>2</sub>H<sub>4</sub>)]·H<sub>2</sub>O. The carbonyl ligands in nickel tetracarbonyl are each bound through only a carbon atom and are hence described as monohapto ligands, but η<sup>1</sup>-notations are typically omitted in formulae. The cyclopentadienyl ligands in many metallocene and half-sandwich compounds are pentahapto ligands, hence the formula [Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>] for the rhodocene monomer. In the rhodocene dimer, the coupled cyclopentadienyl ligands are 4-electron tetrahapto donors to each rhodium(I) metal centre, in contrast to the 6-electron pentahapto cyclopentadienyl donors. The increased stability of the 18-valence electron rhodium(I) dimer species as compared to the 19-valence electron rhodium(II) monomer likely explains why the monomer is only detected under extreme conditions. Cotton and Wilkinson demonstrated that the 18-valence electron rhodium(III) rhodocenium cation [Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>]<sup>+</sup> can be reduced in aqueous solution to the monomeric form; they were unable to isolate the neutral product as not only can it dimerise, the rhodium(II) radical monomer can also spontaneously form the mixed-hapticity stable rhodium(I) species [(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)Rh(η<sup>4</sup>-C<sub>5</sub>H<sub>6</sub>)]. The differences between rhodocene and this derivative are found in two areas: 1. One of the bound cyclopentadienyl ligands has formally gained a hydrogen atom to become cyclopentadiene, which remains bound to the metal centre but now as a 4-electron η<sup>4</sup>- donor. 2. The rhodium(II) metal centre has been reduced to rhodium(I). These two changes make the derivative an 18-valence electron species. Fischer and colleagues hypothesised that the formation of this rhodocene derivative might occur in separate protonation and reduction steps, but published no evidence to support this suggestion. (η<sup>4</sup>-Cyclopentadiene)(η<sup>5</sup>-cyclopentadienyl)rhodium(I), the resulting compound, is an unusual organometallic complex in that it has both a cyclopentadienyl anion and cyclopentadiene itself as ligands. It has been shown that this compound can also be prepared by sodium borohydride reduction of a rhodocenium solution in aqueous ethanol; the researchers who made this discovery characterised the product as biscyclopentadienylrhodium hydride. Fischer and co-workers also studied the chemistry of iridocene, the third transition series analogue of rhodocene and cobaltocene, finding the chemistry of rhodocene and iridocene are generally similar. The synthesis of numerous iridocenium salts including the tribromide and hexafluorophosphate have been described. Just as with rhodocene, iridocene dimerises at room temperature but a monomer form can be detected at low temperatures and in gas phase and IR, NMR, and ESR measurements indicate a chemical equilibrium is present and confirm the sandwich structure of the iridocene monomer. The complex [(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)Ir(η<sup>4</sup>-C<sub>5</sub>H<sub>6</sub>)], the analogue of rhodocene derivative reported by Fischer, has also been studied and demonstrates properties consistent with a greater degree of π-backbonding in iridium(I) systems than is found in the analogous cobalt(I) or rhodium(I) cases. ## Synthesis Rhodocenium salts were first reported within two years of the discovery of ferrocene. These salts were prepared by reacting the carbanion Grignard reagent cyclopentadienylmagnesium bromide (C <sub>5</sub>H <sub>5</sub>MgBr) with tris(acetylacetonato)rhodium(III) (Rh(acac)<sub>3</sub>). More recently, gas-phase rhodocenium cations have been generated by a redox transmetalation reaction of rhodium(I) ions with ferrocene or nickelocene. Rh<sup>+</sup> + [(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>M] → M + [(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)<sub>2</sub>Rh]<sup>+</sup> M = Ni or Fe Modern microwave synthetic methods have also been reported. Rhodocenium hexafluorophosphate forms after reaction of cyclopentadiene and rhodium(III) chloride hydrate in methanol following work-up with methanolic ammonium hexafluorophosphate; the reaction yield exceeds 60% with only 30 seconds of exposure to microwave radiation. {RhCl3.\mathit{x}H2O} + {2C5H6} + NH4PF6 -\> {[(\eta^5-C5H5)2Rh]PF6}(v) + {2HCl} + {NH4Cl} + \mathit{x}H2O Rhodocene itself is then formed by reduction of rhodocenium salts with molten sodium. If a rhodocenium containing melt is treated with sodium or potassium metals and then sublimed onto a liquid nitrogen-cooled cold finger, a black polycrystalline material results. Warming this material to room temperature produces a yellow solid which has been confirmed as the rhodocene dimer. A similar method can be used to prepare the iridocene dimer. ## Substituted rhodocenes and rhodocenium salts ### The [(η<sup>5</sup>-C<sub>5</sub><sup>t</sup>Bu<sub>3</sub>H<sub>2</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]<sup>+</sup> cation Novel approaches to synthesising substituted cyclopentadienyl complexes have been developed using substituted vinylcyclopropene starting materials. Ring-enlarging vinylcyclopropane rearrangement reactions to produce cyclopentenes are well known and serve as precedent for vinylcyclopropenes rearranging to cyclopentadienes. The [(η<sup>5</sup>-C<sub>5</sub><sup>t</sup>Bu<sub>3</sub>H<sub>2</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]<sup>+</sup> cation has been generated by a reaction sequence beginning with addition of the chlorobisethylenerhodium(I) dimer, [(η<sup>2</sup>-C<sub>2</sub>H<sub>4</sub>)<sub>2</sub>Rh(μ-Cl)]<sub>2</sub>, to 1,2,3-tri-tert-butyl-3-vinyl-1-cyclopropene followed by reaction with thallium cyclopentadienide: The 18-valence electron rhodium(III) pentadienediyl species generated by this reaction demonstrates again the instability of the rhodocene moiety, in that it can be refluxed in toluene for months without 1,2,3-tri-tert-butylrhodocene forming but in oxidising conditions the 1,2,3-tri-tert-butylrhodocenium cation forms rapidly. Cyclic voltammetry has been used to investigate this and similar processes in detail. The mechanism of the reaction has been shown to involve a loss of one electron from the pentadienediyl ligand followed by a fast rearrangement (with loss of a hydrogen atom) to form the 1,2,3-tri-tert-butylrhodocenium cation. Both the tetrafluoroborate and hexafluorophosphate salts of this cation have been structurally characterised by X-ray crystallography. [(η<sup>5</sup>-C<sub>5</sub><sup>t</sup>Bu<sub>3</sub>H<sub>2</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]BF<sub>4</sub> forms a colourless centrosymmetric monoclinic crystal belonging to the P2<sub>1</sub>/c space group, and with a density of 1.486 g cm<sup>−3</sup>. Looking at the ORTEP diagram of the structure of the cation (at right), it is evident that it possesses the typical geometry expected of a rhodocene or rhodocenium cation. The two cyclopentadienyl rings are close to parallel (the centroid–Rh–centroid angle is 177.2°) and the rhodium centre is slightly closer to the substituted cyclopentadienyl ring (Rh–centroid distances are 1.819 Å and 1.795 Å), an observation attributed to the greater inductive effect of the tert-butyl groups on the substituted ligand. The ORTEP diagram shows that the cation adopts an eclipsed conformation in the solid state. The crystal structure of the hexafluorophosphate salt shows three crystallographically independent cations, one eclipsed, one staggered, and one which is rotationally disordered. This suggests that the conformation adopted is dependent on the anion present and also that the energy barrier to rotation is low – in ferrocene, the rotational energy barrier is known to be \~5 kJ mol<sup>−1</sup> in both solution and gas phase. The diagram above shows the rhodium–carbon ( inside pentagons on the left) and carbon–carbon ( outside pentagons on the left) bond distances for both ligands, along with the bond angles ( inside pentagons on the right) within each cyclopentadienyl ring. The atom labels used are the same as those shown in the crystal structure above. Within the unsubstituted cyclopentadienyl ligand, the carbon–carbon bond lengths vary between 1.35 Å and 1.40 Å and the internal bond angles vary between 107° and 109°. For comparison, the internal angle at each vertex of a regular pentagon is 108°. The rhodium–carbon bond lengths vary between 2.16 Å and 2.18 Å. These results are consistent with η<sup>5</sup>-coordination of the ligand to the metal centre. In the case of the substituted cyclopentadienyl ligand, there is somewhat greater variation: carbon–carbon bond lengths vary between 1.39 Å and 1.48 Å, the internal bond angles vary between 106° and 111°, and the rhodium–carbon bond lengths vary between 2.14 Å and 2.20 Å. The greater variation in the substituted ligand is attributed to the distortions necessary to relieve the steric strain imposed by neighbouring tert-butyl substituents; despite these variations, the data demonstrate that the substituted cyclopentadienyl is also η<sup>5</sup>-coordinated. The stability of metallocenes changes with ring substitution. Comparing the reduction potentials of the cobaltocenium and decamethylcobaltocenium cations shows that the decamethyl species is ca. 600 mV more reducing than its parent metallocene, a situation also observed in the ferrocene and rhodocene systems. The following data are presented relative to the ferrocenium / ferrocene redox couple: The differences in reduction potentials are attributed in the cobaltocenium system to the inductive effect of the alkyl groups, further stabilising the 18-valence electron species. A similar effect is seen in the rhodocenium data shown above, again consistent with inductive effects. In the substituted iridocenium system, cyclic voltammetry investigations shows irreversible reductions at temperatures as low as −60 °C; by comparison, the reduction of the corresponding rhodocenes is quasi-reversible at room temperature and fully reversible at −35 °C. The irreversibility of the substituted iridocenium reductions is attributed to the extremely rapid dimerisation of the resulting 19-valence electron species, which further illustrates that iridocenes are less stable than their corresponding rhodocenes. ### Pentasubstituted cyclopentadienyl ligands The body of knowledge concerning compounds with penta-substituted cyclopentadienyl ligands is extensive, with organometallic complexes of the pentamethylcyclopentadienyl and pentaphenylcyclopentadienyl ligands being well-known. Substitutions on the cyclopentadienyl rings of rhodocenes and rhodocenium salts produce compounds of higher stability as they allow for the increased delocalisation of positive charge or electron density and also provide steric hindrance against other species approaching the metal centre. Various mono- and di-substituted rhodocenium species are known, but substantial stabilisation is not achieved without greater substitutions. Known highly substituted rhodocenium salts include decamethylrhodocenium hexafluorophosphate [(η<sup>5</sup>-C<sub>5</sub>Me<sub>5</sub>)<sub>2</sub>Rh]PF<sub>6</sub>, decaisopropylrhodocenium hexafluorophosphate [(η<sup>5</sup>-C<sub>5</sub><sup>i</sup>Pr<sub>5</sub>)<sub>2</sub>Rh]PF<sub>6</sub>, and octaphenylrhodocenium hexafluorophosphate [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]PF<sub>6</sub>. Decamethylrhodocenium tetrafluoroborate can be synthesised from the tris(acetone) complex [(η<sup>5</sup>-C<sub>5</sub>Me<sub>5</sub>)Rh(Me<sub>2</sub>CO)<sub>3</sub>](BF<sub>4</sub>)<sub>2</sub> by reaction with pentamethylcyclopentadiene, and the analogous iridium synthesis is also known. Decaisopropylrhodicnium hexafluorophosphate was synthesised in 1,2-dimethoxyethane (solvent) in an unusual one-pot synthesis that involves the formation of 20 carbon–carbon bonds: In a similar reaction, pentaisopropylrhodocenium hexafluorophosphate [(η<sup>5</sup>-C<sub>5</sub><sup>i</sup>Pr<sub>5</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]PF<sub>6</sub> can be synthesised from pentamethylrhodocenium hexafluorophosphate [(η<sup>5</sup>-C<sub>5</sub>Me<sub>5</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]PF<sub>6</sub> in 80% yield. These reactions demonstrate that the acidity of the methyl hydrogens in a pentamethylcyclopentadienyl complex can be considerably increased by the presence of the metal centre. Mechanistically, the reaction proceeds with potassium hydroxide deprotonating a methyl group and the resulting carbanion undergoing nucleophilic substitution with methyl iodide to form a new carbon–carbon bond. The compounds pentaphenylrhodocenium tetrafluoroborate [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>5</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]BF<sub>4</sub>, and pentamethylpentaphenylrhodocenium tetrafluoroborate [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>5</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>Me<sub>5</sub>)]BF<sub>4</sub> have also been reported. They demonstrate that rhodium sandwich compounds can be prepared from half-sandwich precursors. For example, in an approach broadly similar to the tris(acetone) synthesis of decamethylrhodocenium tetrafluoroborate, pentaphenylrhodocenium tetrafluoroborate has been synthesised from the tris(acetonitrile) salt [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>5</sub>)Rh(CH<sub>3</sub>CN)<sub>3</sub>](BF<sub>4</sub>)<sub>2</sub> by reaction with sodium cyclopentadienide: [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>5</sub>)Rh(MeCN)<sub>3</sub>](BF<sub>4</sub>)<sub>2</sub> + NaC<sub>5</sub>H<sub>5</sub> → [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>5</sub>)Rh(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)]BF<sub>4</sub> + NaBF<sub>4</sub> + 3 MeCN Octaphenylrhodocene, [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh], is the first rhodocene derivative to be isolated at room temperature. Its olive-green crystals decompose rapidly in solution, and within minutes in air, demonstrating a dramatically greater air sensitivity than the analogous cobalt complex, although it is significantly more stable than rhodocene itself. This difference is attributed to the relatively lower stability of the rhodium(II) state as compared to the cobalt(II) state. The reduction potential for the [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]<sup>+</sup> cation (measured in dimethylformamide relative the ferrocenium / ferrocene couple) is −1.44 V, consistent with the greater thermodynamic stabilisation of the rhodocene by the C<sub>5</sub>HPh<sub>4</sub> ligand compared with the C<sub>5</sub>H<sub>5</sub> or C<sub>5</sub>Me<sub>5</sub> ligands. Cobaltocene is a useful one-electron reducing agent in the research laboratory as it is soluble in non-polar organic solvents, and its redox couple is sufficiently well behaved that it may be used as an internal standard in cyclic voltammetry. No substituted rhodocene yet prepared has demonstrated sufficient stability to be used in a similar way. The synthesis of octaphenylrhodocene proceeds in three steps, with a diglyme reflux followed by workup with hexafluorophosphoric acid, then a sodium amalgam reduction in tetrahydrofuran: Rh(acac)<sub>3</sub> + 2 KC<sub>5</sub>Ph<sub>4</sub>H → [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]<sup>+</sup> + 2 K<sup>+</sup> + 3 acac<sup>−</sup> [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]<sup>+</sup> + 3 acac<sup>−</sup> + 3 HPF<sub>6</sub> → [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]PF<sub>6</sub> + 3 Hacac + 2 PF<sub>6</sub><sup>−</sup> [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh]PF<sub>6</sub> + Na/Hg → [(η<sup>5</sup>-C<sub>5</sub>Ph<sub>4</sub>H)<sub>2</sub>Rh] + NaPF<sub>6</sub> The crystal structure of octaphenylrhodocene shows a staggered conformation (similar to that of ferrocene, and in contrast to the eclipsed conformation of ruthenocene). The rhodium–centroid distance is 1.904 Å and the rhodium–carbon bond lengths average 2.26 Å; the carbon–carbon bond lengths average 1.44 Å. These distances are all similar to those found in the 1,2,3-tri-tert-butylrhodocenium cation described above, with the one difference that the effective size of the rhodium centre appears larger, an observation consistent with the expanded ionic radius of rhodium(II) compared with rhodium(III). ## Applications ### Biomedical use of a derivative There has been extensive research into metallopharmaceuticals, including discussion of rhodium compounds in medicine. A substantial body of research has examined using metallocene derivatives of ruthenium and iron as metallopharmaceuticals. One area of such research has utilised metallocenes in place of the fluorophenyl group in haloperidol, which is a pharmaceutical classified as a typical antipsychotic. The ferrocenyl–haloperidol compound investigated has structure (C<sub>5</sub>H<sub>5</sub>)Fe(C<sub>5</sub>H<sub>4</sub>)–C(=O)–(CH<sub>2</sub>)<sub>3</sub>–N(CH<sub>2</sub>CH<sub>2</sub>)<sub>2</sub>C(OH)–C<sub>6</sub>H<sub>4</sub>Cl and can be converted to the ruthenium analog via a transmetalation reaction. Using the radioactive isotope <sup>103</sup>Ru produces a ruthenocenyl–haloperidol radiopharmaceutical with a high affinity for lung but not brain tissue in mice and rats. Beta-decay of <sup>103</sup>Ru produces the metastable isotope <sup>103m</sup>Rh in a rhodocenyl–haloperidol compound. This compound, like other rhodocene derivatives, has an unstable 19-valence electron configuration and rapidly oxidises to the expected cationic rhodocenium–haloperidol species. The separation of the ruthenocenyl–haloperidol and the rhodocenium–haloperidol species and the distributions of each amongst bodily organs has been studied. <sup>103m</sup>Rh has a half-life of 56 min and emits a gamma ray of energy 39.8 keV, so the gamma-decay of the rhodium isotope should follow soon after the beta-decay of the ruthenium isotope. Beta- and gamma-emitting radionuclides used medically include <sup>131</sup>I, <sup>59</sup>Fe, and <sup>47</sup>Ca, and <sup>103m</sup>Rh has been proposed for use in radiotherapy for small tumours. ### Metal–metal interactions in linked metallocenes The original motivation for research investigations of the rhodocene system was to understand the nature of and bonding within the metallocene class of compounds. In more recent times, interest has been rekindled by the desire to explore and apply the metal–metal interactions that occur when metallocene systems are linked. Potential applications for such systems include molecular electronics, semi-conducting (and possibly ferromagnetic) metallocene polymers (an example of a molecular wire), and exploring the threshold between heterogeneous and homogeneous catalysis. Examples of known bimetallocenes and termetallocenes that possess the rhodocenyl moiety include the hexafluorophosphate salts of rhodocenylferrocene, 1,1'-dirhodocenylferrocene, and 1-cobaltocenyl-1'-rhodocenylferrocene, each shown at right. Linked metallocenes can also be formed by introducing several metallocenyl substituents onto a single cyclopentadienyl ligand. Structural studies of termetallocene systems have shown they typically adopt an "eclipsed double transoid" "crankshaft" geometry. Taking as an example the 1-cobaltocenyl-1'-rhodocenylferrocene cation shown above, this means that the cobaltocenyl and rhodocenyl moieties are eclipsed, and thus carbon atoms 1 and 1' on the central ferrocene core are as close to vertically aligned as is possible given the staggered conformation of the cyclopentadienyl rings within each metallocene unit. Viewed from side-on, this means termetallocenes resemble the down–up–down pattern of a crankshaft. The synthesis of this termetallocene involves the combining of rhodocenium and cobaltocenium solutions with 1,1'-dilithioferrocene. This produces an uncharged intermediate with linked cyclopentadienyl–cyclopentadiene ligands whose bonding resembles that found in the rhodocene dimer. These ligands then react with the triphenylmethyl carbocation to generate the termetallocene salt, [(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)Rh(μ-η<sup>5</sup>:η<sup>5</sup>-C<sub>5</sub>H<sub>4</sub>–C<sub>5</sub>H<sub>4</sub>)Fe(μ-η<sup>5</sup>:η<sup>5</sup>-C<sub>5</sub>H<sub>4</sub>–C<sub>5</sub>H<sub>4</sub>)Co(η<sup>5</sup>-C<sub>5</sub>H<sub>5</sub>)](PF<sub>6</sub>)<sub>2</sub>. This synthetic pathway is illustrated below: ### Rhodocenium-containing polymers The first rhodocenium-containing side-chain polymers were prepared through controlled polymerization techniques such as reversible addition−fragmentation chain-transfer polymerization (RAFT) and ring-opening metathesis polymerisation (ROMP).
26,055
Radical Dreamers
1,133,605,561
1996 text-based adventure video game
[ "1990s interactive fiction", "1996 video games", "Chrono (series)", "Fan translation", "Nintendo Switch games", "PlayStation 4 games", "Satellaview games", "Single-player video games", "Super Nintendo Entertainment System games", "Video games developed in Japan", "Video games scored by Yasunori Mitsuda", "Visual novels", "Windows games", "Xbox One games" ]
Radical Dreamers is a 1996 text-based visual novel adventure video game developed and published by Square for the Satellaview, a satellite peripheral for the Super Famicom. It forms part of the Chrono series, acting as a side story to the 1995 game Chrono Trigger. A version of the game is included with Chrono Cross: The Radical Dreamers Edition, which was released worldwide on April 7, 2022 for Microsoft Windows, the Nintendo Switch, the PlayStation 4 and the Xbox One. The game centers around an infiltration carried out by the titular thief gang led by Kid; aided by Serge and Magil, she seeks an artifact called the Frozen Flame and revenge on its keeper Lord Lynx. Players navigate the mansion's environments and impact the story's progression through text choices. Chrono Trigger writer Masato Kato both directed and wrote the main scenario. Due to his attitude at the time, the plot and tone were considerably darker than Chrono Trigger, though the additional scenarists wrote alternate scenarios with comedic tones. The music was scored by Yasunori Mitsuda, who had worked on Chrono Trigger. Production was completed in three months, and Kato was left unsatisfied with its quality. As with most Satellaview titles, Radical Dreamers did not receive a lasting commercial release at the time, and was exclusive to Japan. Attempts to bundle the game with the PlayStation port of Chrono Trigger were stopped by Kato due to quality concerns. The ROM for the game was released onto the web, allowing for the production of an English fan translation. While limited, the original's coverage in news and fan sites have praised its narrative and tone. Kato would use plot elements from Radical Dreamers in his next game Chrono Cross. ## Gameplay Gameplay consists of word-based scenarios presented to the player through the narration of the main character, Serge. As the narrative progresses, the game presents a list of possible actions and the player chooses from them. Depending on the choices made, the player may enter a new area, be presented with a new situation or character, or have to choose again if the previous selection was incorrect. In combat with enemies, the player must select from options such as "Fight", "Magic", "Run", and often more complex situational commands like "Run my knife into the goblin's chest!" or "Quickly slash at its hand!". Some decisions must be made before an invisible timer runs out; in combat, hesitation results in injury or death. Serge's health is tracked by an invisible point count, restored by various events (such as finding a potion). The game also tracks Kid's affection for Serge, influenced by battles and scripted events. Her feelings determine whether Serge survives the story's climactic fight. Radical Dreamers features minimal graphics and animation; most areas are rendered with dim, static backgrounds. The game also uses atmospheric music and sounds. Like other Chrono games, Radical Dreamers contains a variant of New Game + mode. Only one scenario is available on the first play-through; after finishing it and obtaining one of three possible endings, players can explore six others. These later stories often feature comical situations or allusions to Chrono Trigger. ## Characters and story Radical Dreamers features three protagonists—Serge, Kid, and Magil—who seek out treasure as venturesome, reputable thieves. The young adult narrator, Serge, is a drifting musician who met Kid by chance three years ago in a remote town. Serge enjoys adventure with a carefree attitude. Kid, only sixteen years old, is a renowned professional thief with a reputation for boisterous behavior. Possessing a turbulent history, Kid dubiously fancies herself as a kind of Robin Hood. Magil is an enigmatic, handsome masked man skilled in magic who rarely speaks and can fade into shadow at will. Crowned by flowing, blue hair, Magil accompanied Kid well before Serge joined the group. They seek the Frozen Flame, a mythic artifact capable of granting any wish. It is hidden in Viper Manor—the home of a terrible and powerful aristocrat named Lynx, who gained control of the estate after usurping power from and killing the Acacia Dragoons, a familial unit of warriors. Following Kid, the group infiltrates Viper Manor on the night of a full moon. While sneaking through the corridors, they battle goblins and other creatures of legend while unraveling the history of the manor and its occupants. Magil explains that the Frozen Flame is a fragment of the massive, extraterrestrial creature known as Lavos, splintered off when Lavos impacted the planet in prehistory and burrowed to its core. The thieves locate Lynx and the Frozen Flame deep within an underground ruin of the Kingdom of Zeal—an ancient, airborne civilization destroyed after it awakened Lavos in search of immortality. Serge discovers that Kid is an orphan, hoping to exact revenge upon Lynx for killing her caretaker, Lucca. Kid attempted to find Lynx in her childhood after Lucca's death, but was stopped and saved from certain defeat by Magil, who accompanied her thereafter. The trio battle Lynx for the Frozen Flame, and Lynx gains the upper hand after trapping Magil with a powerful spell. He plans to acquire Kid's special gift from Lucca—a Time Egg, or Chrono Trigger. With a Time Egg and the Frozen Flame, Lynx boasts that he shall achieve control over time. Kid lunges at him, but Lynx easily parries her attack and wounds her. She desperately removes the Chrono Trigger from her back pocket. The Trigger shatters and causes a localized temporal distortion, leading Serge to see various scenes in history. Kid learns of her heritage as princess Schala of Zeal, a meek girl who was coerced to help awaken Lavos with her magical power. As Zeal collapsed, Schala was wracked with anguish and guilt for her role in the incident. Nearby in the Ocean Palace, the Frozen Flame felt her grief and changed her to a baby, sending her to the modern era where Lucca found her. It is also circumstantially revealed that Magil is in fact Magus, Schala's wayward brother who searched for her after battling Lavos in Chrono Trigger. Once the distortion subsides, an army from Porre—a large nation in search of the Frozen Flame—storms the mansion. Lynx withdraws as Kid, Serge, and Magil flee. Kid tells Serge that she is aware of her true origin, and knowing that is a treasure which cannot be stolen. She bids him goodbye before disappearing into the darkness with Magil. Other scenarios are available after players complete the first. These include both humorous and serious variations of the main plot. - "Magil: Love! Folly! Elopement!" – Magil is actually a lifelong friend of Riddel who courts her. When the manor is alerted to his presence, Magil throws Riddel over his shoulder and dashes off into the morning sun as her proud father Lynx tearily bids goodbye. - "Kid and the Sunflower" – Kid insults a lecherous sunflower who transforms her into a malicious monster. Serge must kiss her to change her back, or use a special dagger to take her soul at risk of his own soul's capture. Three endings are available. - "The Great Space Chase!" – Magil is a space cop searching for Lynx, secretly a green Martian creature with tentacles. Magil's rock guitar forces Lynx out of hiding, and Serge assaults him with a Lesser Martian Bunny Bun-Bun. - "Homecoming: Felicia’s Light" – Kid learns that Lynx and her caretaker Felicia are trapped in a magical seal as part of Lynx's effort to escape a spirit prison. Felicia selflessly instructs Magil to destroy the Frozen Flame, killing Lynx forever. - "Paradeus: The Mystery Mega-Weapon" – Serge finds an odd crystal inhabited by an entity named Ganju, who tests his strength with gladiatorial combat. Using Ganju's Paradeus mecha, Serge and Ganju challenge Mecha-Lynx for the Frozen Flame. - "Death and the Realm of Shadow" – Kid accidentally summons Lilith, the Goddess of Death. She tries to take Kid's soul, but Magil intervenes. The outcome is slightly affected by Kid's affection for Serge. ## Development Radical Dreamers was developed by Square, the company which had previously developed Chrono Trigger. Masato Kato wrote Radical Dreamers after Chrono Trigger's release, feeling that Trigger concluded with "unfinished business". He composed the main story and drafted the concepts for the sub-scenarios, leaving them to be completed by his peers. He allowed Makoto Shimamoto to write the entire "Kid and the Sunflower" segment, later joking that he "avoided having any part in that episode," while Miwa Shoda was in charge of the "Shadow Realm and the Goddess of Death" segment. According to scenario writer Daisuke Fukugawa (responsible for the game's "The Enigmatic Gigaweapon: Paradise X" subplot), the game's graphical content pushed the Satellaview's technical limits, requiring developers to redraw prerendered models until functional gameplay could be ensured. Compared to Chrono Trigger, the plot of Radical Dreamers had a bleak tone which Kato ascribed to his deep frustration and anger about coming to work every day following Chrono Trigger's hectic development. Specifically, Kid's "nihilistic" feelings were Kato's own expressions at the time. Kato intended both Dreamers and its eventual successor Chrono Cross to prompt players to pursue their personal dreams in life. Due to being a small side project, there was a general sense of freedom compared to other Square titles. The decision to make it a text-based adventure helped push the game into its darker direction. Kato intended for it to be a survival adventure title, but abandoned this specific approach after the release of Resident Evil. The more comedic additional scenarios helped balance out the sombre elements in the main narrative. Reflecting on his work, Kato felt his work on Radical Dreamers helped solidify his style. Kato's team completed Radical Dreamers in only three months under a rushed production schedule, prompting him to label the game "unfinished" in an interview for the Ultimania Chrono Cross guide. Square had initially requested it be finished in two months. Kato regretted that the schedule hampered the quality of his work, and explained that the connections to Chrono Trigger were evoked towards the end of the project. ### Music The music of Radical Dreamers was written by composer Yasunori Mitsuda, who scored Chrono Trigger and later Chrono Cross. During this time, Mitsuda was listening to Russian folk music, and used this style in the music for Radical Dreamers. He wrote the score in a very relaxed style, which he felt produced his best work at that time. Mitsuda wrote the music in around three months, and in retrospect thought it turned out well. Several themes and musical patterns were later adapted for Chrono Cross at Kato's suggestion; many appear unchanged except for new instrumentation. Mitsuda estimated that about half the music for Radical Dreamers was reused in Chrono Cross. ## Release Radical Dreamers was announced in early 1996 as part of a collection of four titles produced by Square for the Satellaview platform. It was first released for broadcast starting February 3 that year. Subsequent broadcast periods were held through until March 8. Owing to the eventual shutdown of the service, Radical Dreamers became impossible to play except on cartridges that had the game installed. It also received no English release due to the Satellaview's Japanese exclusivity. Square originally wanted to include the game as part of the PlayStation port of Chrono Trigger, but Kato stopped them due to his dissatisfaction with the final product. While he had the option of incorporating it into the Nintendo DS remake of Chrono Trigger, he did not due to its very different tone and questionable market demand. While uncertain about its quality in the gaming market at the time, at the time Kato was open to the possibility of releasing a version of Radical Dreamers. In April 2003, the ROM hacking group Demiforce released a fan translation rendering Radical Dreamers in English. The patch works by modifying the ROM image of Dreamers used for playing console-based video games on personal computers through emulation. The ability to save games was not enabled with the first patch, and some minor typos were left in, later remedied by successive releases. On Christmas Day 2005, Demiforce and Radical R released the final version (1.4) of the translation, which fixed remaining minor bugs. The French team Terminus Traduction made a French translation patch soon after. Masato Kato did not perceive significant demand to include Radical Dreamers as a bonus with the release of Chrono Trigger DS, and omitted it to preserve continuity between Trigger and Cross. He expressed concern in 2009 over re-releasing Radical Dreamers "as-is", citing a need to revise the work. On February 9, 2022, Square Enix announced that Radical Dreamers would receive a re-release as part of Chrono Cross: The Radical Dreamers Edition, as well as an official translation. It was released worldwide on April 7, 2022 for Microsoft Windows, the Nintendo Switch, the PlayStation 4 and the Xbox One with English, French, Italian, Spanish and German translations. ## Reception Chris Kohler, in his 2004 book Power-Up: How Japanese Video Games Gave the World an Extra Life, cited Radical Dreamers as a precursor to Mitsuda's explicitly Celtic musical style as heard in Xenogears. Website Cubed3 gave the game a score of 8/10, praising its excellent use of atmosphere and music despite the difficulties for potential players to access it. A reviewer for Home of the Underdogs lauded the game's excellent writing and the "superb" English translation patch, noting that the "interesting plot" would appeal to fantasy fans if they could stomach the limited interactivity. Having never played a Chrono game prior, the reviewer stated, "I was still able to follow the story and be drawn into the world of colorful characters." While praising the replay value afforded by the extra scenarios, the critic derided the random battles of Radical Dreamers, writing that "RPG-style random combat doesn't translate well to [a] text-only medium." The website awarded Dreamers "Top Dog" status, and the game maintains a voter score of 8.95 out of 10. ## Legacy Radical Dreamers preceded Chrono Cross, a full role-playing video game sequel to Chrono Trigger. Masato Kato cited the desire to "redo Radical Dreamers properly" as the genesis of Cross, attributing the latter's serious atmosphere to the former. Kato's desire to finish the story of the characters Kid and Serge principally shaped the plot of Cross. Several events in Chrono Cross, such as the infiltration of Viper Manor, were also a direct reference to events in Radical Dreamers. He also incorporated Radical Dreamers into the plot of Chrono Cross as an alternate timeline. The character Gil, confirmed by Kato to be Magus, was going to be featured in Chrono Cross. This idea was scrapped due to difficulties in representing the story of Magus among the game's numerous other characters; the unrelated, enigmatic magician Guile was created instead.
503,139
Wiglaf of Mercia
1,059,745,965
9th-century King of Mercia
[ "839 deaths", "9th-century English monarchs", "Anglo-Saxon warriors", "Burials at St. Wystan's Church, Repton", "Mercian monarchs", "Year of birth unknown" ]
Wiglaf (died 839) was King of Mercia from 827 to 829 and again from 830 until his death. His ancestry is uncertain: the 820s were a period of dynastic conflict within Mercia and the genealogy of several of the kings of this time is unknown. Wigstan, his grandson, was later recorded as a descendant of Penda of Mercia, so it is possible that Wiglaf was descended from Penda, one of the most powerful seventh-century kings of Mercia. Wiglaf succeeded Ludeca, who was killed campaigning against East Anglia. His first reign coincided with the continued rise of the rival Anglo-Saxon kingdom of Wessex under Ecgberht. Ecgberht drove Wiglaf from the throne in 829, and ruled Mercia directly for a year. Wiglaf recovered the kingdom in 830, probably by force, although it may be that Wiglaf remained subject to Ecgberht's overlordship. Mercia never regained the south-eastern kingdoms, but Berkshire and perhaps Essex came back into Mercian control. The causes of the fluctuating fortunes of Mercia and Wessex are a matter of speculation, but it may be that Carolingian support influenced both Ecgberht's ascendancy and the subsequent Mercian recovery. Although Wiglaf appeared to have restored Mercia's independence, the recovery was short-lived, and later in the century Mercia was divided between Wessex and the Vikings. Wiglaf died in about 839, and was eventually succeeded by Beorhtwulf, though one tradition records his son, Wigmund as having reigned briefly. Wiglaf is buried at Repton, near Derby. ## Historical context Mercia had been the dominant Anglo-Saxon kingdom for most of the 8th century, with Offa, who died in 796, the most powerful king of his time. Coenwulf, who took the Mercian throne shortly after Offa's death, was able to retain Mercian influence in the kingdoms of Kent, East Anglia and Essex, and made frequent incursions across Offa's Dyke into what is now Wales. Coenwulf's death, in 821, marked the beginning of a period in which the political map of England was dramatically redrawn. Although one eleventh-century source claims that Coenwulf's son, Cynehelm, briefly succeeded to the throne, it is more likely that Ceolwulf, Coenwulf's brother, was the next king. He reigned for only two years before being deposed. The next king, Beornwulf, was of no known royal line, though it has been conjectured on the basis of the common initial letter B that he was connected to the later kings Beorhtwulf and Burgred. It was probably Beornwulf whose defeat of the kingdom of Powys and destruction of the fortress of Deganwy are recorded in a Welsh chronicle, the Brut y Tywysogion, in 823, and it is clear that Mercia was still a formidable military power at that time. In 825 Beornwulf was decisively defeated by Ecgberht, King of Wessex, at the battle of Ellendun, and died the next year in an unsuccessful invasion of East Anglia. His successor, Ludeca, of unknown lineage, also invaded East Anglia, and, like Beornwulf, died while campaigning there, in 827. These defeats, in rapid succession, are likely to have exacerbated the apparent dynastic contention for Mercian royal authority. Outside Mercia, the power of the kingdom of Wessex to the south was strong and growing when Wiglaf came to the throne. ## Ancestry Wiglaf's ancestry is not known for certain. There are two main theories regarding the ancestry of Mercian kings of this period. One is that descendants of different lines of the royal family competed for the throne. In the mid-7th century, for example, Penda had placed royal kinsmen in control of conquered provinces. A Wigheard, who witnessed a charter in the late 7th century, was possibly a member of this line. The other theory is that a number of kin-groups with local power-bases may have competed for the succession. The sub-kingdoms of the Hwicce, the Tomsæte, and the unidentified Gaini are examples of such power-bases. Marriage alliances could also have played a part. Competing magnates, those called in charters "dux" or "princeps" (that is, leaders), may have brought the kings to power. In this model, the Mercian kings are little more than leading noblemen. A medieval tradition preserved at Evesham records that Wiglaf's grandson Wigstan was a descendant of Coenred, who was a grandson of Penda. Wigstan's grandfathers were Wiglaf and Ceolwulf I; the tradition might be interpreted to mean that Wiglaf descended from Penda, but it might also be Wiglaf's wife, Cynethryth, who was descended from Penda. Cynethryth's name is known from two of Wiglaf's charters, dated 831 and 836, and historian Pauline Stafford notes that her name "seems to hark back to the kin of Coenwulf if not earlier royal lines", but as with Wiglaf himself, nothing certain is known of her ancestry. A different connection is mentioned in the medieval Life of St. Wigstan, which asserts that the "B" and "W" families were related. Known descendants of Wiglaf include his son, Wigmund, and his grandson, Wigstan, both of whom share the "Wig-" at the start of his name; alliterative family names are frequent in Anglo-Saxon dynasties and are often thought to suggest possible kinship. Other possible descendants of Wiglaf include the last Mercian king, Ceolwulf II. A large number of duces or praefecti (ealdormen) with similar names are found as witnesses in Mercian charters of the late 8th and early 9th centuries, including Wigbald, Wigberht, Wigcga, Wigferth, and Wigheard, but there is no evidence that these nobles were related beyond the similarity of their names. ## First reign and defeat by Wessex The Anglo-Saxon Chronicle records Wiglaf's accession in the entry for 827 (erroneously recorded under the year 825). The entry reads "Her Ludecan Myrcna cing 7 his fif ealdormenn mid him man ofsloh, 7 Wiglaf feng to rice", which means "Here Ludeca, King of Mercia, was killed, and his five ealdormen with him, and Wiglaf succeeded to the kingdom". In 829, Ecgberht of Wessex successfully invaded Mercia and drove Wiglaf from his throne. The immediate consequence of Ecgberht's defeat of Beornwulf in 825 at the battle of Ellendun had been the loss of Mercian control over the south-eastern kingdoms of Kent, Sussex, Essex and East Anglia; Beornwulf's and Ludeca's disastrous military expeditions against East Anglia in 826 and 827 also confirmed Mercia's loss of control of that kingdom. Ecgberht's defeat of Wiglaf in 829 completed his domination of southern England, and Ecgberht went on to receive the submission of Eanred of Northumbria at Dore, on the northern border of Mercia, later that year. These events led the anonymous scribe who wrote the Anglo-Saxon Chronicle to describe Ecgberht as the eighth bretwalda, or 'Ruler of Britain'. Ecgberht remained in control of Mercia until some time in 830. He was in power there long enough to issue coins (struck in London) bearing the title "Rex M", for "Rex Merciorum", or "King of Mercia". ## Second reign The Chronicle reports that in 830, Wiglaf "obtained the kingdom of Mercia again". Wiglaf's return to the throne has generally been taken by historians to indicate the end of Ecgberht's overlordship of Mercia. In particular, historian Frank Stenton argued that the wording of the Chronicle makes it probable that Wiglaf recovered the kingdom by force, and that if Ecgberht had given the kingdom to Wiglaf this would have been recorded. A charter of 836 has also been cited as evidence that Wiglaf was acting as an independent ruler at that time; it records a council at Croft, in Leicestershire, attended by the Archbishop of Canterbury and eleven bishops, including some from West Saxon sees. Wiglaf refers to the assembly as "my bishops, duces, and magistrates", indicating not only a recovery of control over his own territory, but some level of authority over the southern church. It is significant that Wiglaf was still able to call together such a group of notables; the West Saxons, even if they were able to do so, held no such councils. Essex, which had been a Mercian dependency, may have been brought back under Mercian overlordship: a King Sigeric of the East Saxons, described as a minister of Wiglaf's, witnessed a charter in Hertfordshire at some point between 829 and 837. London, where Ecgberht apparently lost control of the mint, remained a Mercian town through Wiglaf's second reign and beyond. Berkshire also appears to have returned to Mercian control, though it is possible that this did not occur until after Wiglaf's reign. Perhaps more surprisingly, given the new strength of Wessex, it appears that the territory along the middle Thames which had formed the heartland of the Gewisse (the precursor people of the 9th-century West Saxon state) remained firmly in Mercian hands. In the west, either Wiglaf or his successor, Beorhtwulf, brought the Welsh back under Mercian control at some point prior to 853, when a rebellion against Mercia is recorded. A charter of 831, which Wiglaf calls "the first year of my second reign", was issued at Wychbold near Droitwich; it is significant that Wiglaf makes no reference to any overlordship of Ecgberht's in this charter, issued within a year of his recovery of power, and that he acknowledges his temporary deposition. In East Anglia, King Æthelstan minted coins, possibly as early as 827, but more likely c. 830 after Ecgberht's influence was reduced with Wiglaf's return to power in Mercia. This demonstration of independence on East Anglia's part is not surprising, as it was probably Æthelstan who was responsible for the defeat and death of both Beornwulf and Ludeca. Both Wessex's sudden rise to power in the late 820s, and the subsequent failure to retain this dominant position, have been examined by historians looking for underlying causes. Dynastic uncertainty has been suggested as the reason for Mercia's collapse; the 820s were certainly years of instability in the royal line. The lack of detailed information about Mercian and Wessex administration makes other theories hard to evaluate: for example, it has been suggested that the West Saxons had a stable tributary system that contributed to its success, or that Wessex's mixed Saxon and British population, natural frontiers, and capable administrators were key factors. Another proposed explanation for the events of these years is that Wessex's fortunes were to some degree dependent on Carolingian support. The Rhenish and Frankish commercial networks collapsed at some time in the 820s or 830s, and in addition, a rebellion broke out in February 830 against Louis the Pious, the first of a series of internal conflicts that lasted through the 830s and beyond. These distractions may have reduced Louis's ability to support Ecgberht. In this view, the withdrawal of Frankish influence would have left East Anglia, Mercia and Wessex to find a balance of power not dependent on outside aid. Wiglaf's recovery was not complete. Ecgberht's influence was certainly reduced after 830, but Mercia never recovered control of the south-east, except possibly for Essex, and East Anglia remained independent. It appears that Wulfred, the archbishop of Canterbury at the time of Ecgberht's victory, remained loyal to Mercia: his coinage terminates when Ecgberht's Kentish coinage begins; and, since a charter of 838 shows Ecgberht agreeing to return property to the church in Canterbury, it is evident that he had seized property from the church earlier. Æthelwulf, Ecgberht's son, was king of Kent during his father's reign, and fear of continuing Mercian influence in Kent may have been the reason he gave estates to Christ Church, Canterbury. ## Coinage and charters Coins from Wiglaf's reign are very rare. They can be divided into portrait and non-portrait types, and, of these, only the two non-portrait coins may be from Wiglaf's second reign. Other than these, there is no evidence of any Mercian coinage until the reign of Wiglaf's successor, Beorhtwulf, which began in about 840. This may show that Wiglaf remained subject to Ecgberht's overlordship after 830, though most historians consider Wiglaf to have recovered his independence at that time. Charters survive from Wiglaf's reign; these were documents which granted land to followers or to churchmen, and were witnessed by the kings who had power to grant the land. One such charter of Wiglaf's, granting privileges to the monastery of Hanbury in 836, does not exempt the monks from the duty of constructing ramparts, indicating a concern for defence. Wessex charters do not begin to show such exemptions until 846. These clauses are explained by the increasing Viking presence throughout Britain: Viking raids had begun at least as early as 793, Viking armies were in Kent by 811, and from 835 Viking raids were a concern for the kings of Wessex. The 836 charter also contains an early reference to the trimoda necessitas, the set of three obligations that kings of the era placed on their subjects. These duties were the building of royal residences, the obligation to pay feorm, or food rent, to the king, and hospitality to the king's servants. The privileges granted came at a cost: Wiglaf and one ealdorman received life interests in estates, and another ealdorman was paid six hundred shillings in gold. It is perhaps notable that, in common with many other Mercian charters of the 9th century, this grant is of privileges rather than land: the chronicler Bede had commented a century earlier that excessive grants of land to monasteries were leaving kings without land to grant to the nobility, and the Mercian kings may have been responding to this problem. ## Succession The date of Wiglaf's death is not given directly in any of the primary sources, but it can be determined from the known chronology of his successors. The Anglo-Saxon Chronicle records that Burgred was driven out of Mercia by the Vikings in 874, after a reign of twenty-two years, and charter evidence indicates that Burgred succeeded in the first half of 852. A regnal list credits his predecessor, Beorhtwulf, with a reign of thirteen years, which is consistent with date references in his charters. Hence it would appear that Wiglaf's reign ended in 839. A tradition records the death of Wigstan in 849, and refers to Wigstan's father, Wigmund, the son of Wiglaf, as having been king, but this is the only evidence for Wigmund having reigned and must be regarded with suspicion. The descent of Beorhtwulf is not known, but it appears that dynastic tension was a continuing factor in the Mercian succession, in contrast to Wessex, where Ecgberht established a dynasty that lasted with little disturbance throughout the 9th century. Wiglaf was buried at Repton, in a crypt which still can be seen. The monastery church on the site at that time was probably constructed by Æthelbald of Mercia to house the royal mausoleum; other burials there include that of Wigstan, Wiglaf's grandson. The vault and columns in the crypt are not original and may date from Wiglaf's time rather than Aethelbald's. ## See also - Kings of Mercia family tree
64,462,890
Inuit clothing
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Traditional clothing of the indigenous peoples of Arctic North America
[ "Inuit clothing", "Native American clothing" ]
Traditional Inuit clothing is a complex system of cold-weather garments historically made from animal hide and fur, worn by Inuit, a group of culturally related indigenous peoples inhabiting the Arctic areas of Canada, Greenland, and the United States. The basic outfit consisted of a parka, pants, mittens, inner footwear, and outer boots. The most common sources of hide were caribou, seals, and seabirds, although other animals were used when available. The production of warm, durable clothing was an essential survival skill which was passed down from women to girls, and which could take years to master. Preparation of clothing was an intensive, weeks-long process that occurred on a yearly cycle following established hunting seasons. The creation and use of skin clothing was strongly intertwined with Inuit religious beliefs. Despite the wide geographical distribution of Inuit across the Arctic, historically, these garments were consistent in both design and material due to the common need for protection against the extreme weather of the polar regions and the limited range of materials suitable for the purpose. Within those broad constraints, the appearance of individual garments varied according to gender roles and seasonal needs, as well as by the specific dress customs of each tribe or group. The Inuit decorated their clothing with fringes, pendants, and insets of contrasting colours, and later adopted techniques such as beadwork when trade made new materials available. The Inuit clothing system bears strong similarities to the skin clothing systems of other circumpolar peoples such as the indigenous peoples of Alaska, Siberia and the Russian Far East. Archaeological evidence indicates that the history of the circumpolar clothing system may have begun in Siberia as early as 22,000 BCE, and in northern Canada and Greenland as early as 2500 BCE. After Europeans began to explore the North American Arctic in the late 1500s, seeking the Northwest Passage, Inuit began to adopt European clothing for convenience. Around the same time, Europeans began to conduct research on Inuit clothing, including the creation of visual depictions, academic writing, studies of effectiveness, and museum collections. In the modern era, changes to the Inuit lifestyle led to a loss of traditional skills and a reduced demand for full outfits of skin clothing. Since the 1990s, efforts by Inuit organizations to revive historical cultural skills and combine them with modern clothing-making techniques have led to a resurgence of traditional Inuit clothing, particularly for special occasions, and the development of contemporary Inuit fashion as its own style within the larger indigenous American fashion movement. ## Traditional outfit The most basic version of the traditional Inuit outfit consisted of a hooded parka, pants, mittens, inner footwear, and outer boots, all made of animal hide and fur. These garments were fairly lightweight despite their insulating properties: a complete outfit weighed no more than around 3–4.5 kg (6.6–9.9 lb) depending on the number of layers and the size of the wearer. Extra layers could be added as required for the weather or activity, which generally cycled with the changing of the seasons. Although the basic outfit framework was largely the same across Inuit groups (as well as other indigenous Arctic peoples, including the Alaska Natives and those of Siberia and the Russian Far East), their wide geographic range gave rise to a broad variety of styles for basic garments, often specific to the place of origin. The range of distinguishing features on the parka alone was significant, as described by Inuit clothing expert Betty Kobayashi Issenman in her comprehensive study on Inuit clothing Sinews of Survival: "a hood or lack thereof, and hood shape; width and configuration of shoulders; presence of flaps front and back, and their shape; in women's clothing the size and shape of the baby pouch; length and outline of the lower edge; and fringes, ruffs, and decorative inserts." Group or familial affinity was indicated by aesthetic features such as variations in the patterns made by different colours of fur, the cut of the garment, and the length of fur. In some cases, the styling of a garment could indicate biographical details such as the individual's age, marital status, and specific kin group. The vocabulary for describing individual garments in the Inuit languages is correspondingly extensive, which Issenman noted in Sinews of Survival: > A few examples will indicate some of the complexities: 'Akuitoq: man's parka with a slit down the front, worn traditionally in the Keewatin and Baffin Island areas'; 'Atigainaq: teenage girl's parka from the Keewatin region'; 'Hurohirkhiut: boy's parka with slit down the front'; 'Qolitsaq: man's parka from Baffin Island' (Strickler and Alookee 1988, 175). The concept of Inuit clothing encompasses the traditional wear of a geographically broad range of Inuit cultures from Alaska to Greenland. For the sake of consistency, this article uses Canadian Inuktitut terminology, unless otherwise noted. ### Upper body garments Traditional Inuit culture divided labour by gender, and men and women wore garments tailored to accommodate their distinct roles. The outer layer worn by men was called the qulittaq, and the inner layer was called the atigi. These garments had no front opening, and were donned by pulling them over the head. Men's parkas usually had straight-cut bottom hems with slits and loose shoulders to enhance mobility when hunting. The loose shoulders also permitted a hunter to pull their arms out of the sleeves and into the coat against the body for warmth without taking the coat off. The closely fitted hood provided protection to the head without obstructing vision. The hem of the outer coat would be left long in the back so the hunter could sit on the back flap and remain insulated from the snowy ground while watching an ice hole while seal hunting, or while waiting out an unexpected storm. A traditional parka had no pockets; articles were carried in bags or pouches. Some parkas had toggles called amakat-servik on which a pouch could be hung. Parkas for women are called amauti and have large pouches called amaut for carrying infants. Textile scholar Dorothy Burnham described the construction of the amaut as an "engineering feat." Numerous regional variations of the amauti exist, but for the most part, the hem is left longer and cut into rounded apron-like flaps, which are called kiniq in the front and akuq in the back. The infant rests against the mother's bare back inside the pouch, providing intimate skin to skin contact for the mother and child. A belt called a qaksun-gauti is cinched around the mother's waist on the outside of the amauti, supporting the infant without restraining it. At rest, the infant usually sits upright with legs bent, although standing up inside the amaut is possible. The roomy garment can accommodate the child being moved to the front to breastfeed or eliminate urine and faeces, and can be reversed to allow the child to sit facing the mother to play. In the past, the amaut would be made smaller and narrower for widows or women past their childbearing years, who no longer needed to carry children. In the western Arctic, particularly among the Inuvialuit and the Copper Inuit, there is another style of women's parka called the "Mother Hubbard", adapted from the European Mother Hubbard dress. The Inuit version is a full-length, long-sleeved cotton dress with a ruffled hem and a fur-trimmed hood. A layer of insulation – either wool duffel cloth or animal fur – is sewn inside for warmth, allowing it to function as winterwear. Although the Mother Hubbard parka only arrived in the late 19th century, it largely eclipsed historical styles of clothing to the point where it is now seen as the traditional women's garment in those areas. The modern hooded overcoat known generically as a parka or anorak in English is descended from the Inuit garment. The terms parka and anorak were adopted into English as loanwords from Aleut and Greenlandic, respectively. ### Trousers and leggings Both men and women wore trousers called qarliik. During the winter, men typically wore two pairs of fur trousers to provide warmth on lengthy hunting trips. Qarliik were waist-high and held on loosely by a drawstring. The shape and length depended on the material being used, caribou trousers having a bell shape to capture warm air rising from the boot, and seal or polar bear trousers being generally straight-legged. In some regions, particularly the Western Arctic, men, women, and children sometimes wore atartaq, leggings with attached feet similar to hose, although these are no longer common. In East Greenland, women's trousers, or qartippaat, were quite short, leaving a gap between the thigh-length boots and the bottom of the trousers. Women's qarliik were generally shaped the same as men's, but their use was adjusted for women's needs. Women wore fewer layers overall, as they usually did not go outdoors for long periods during winter. During menstruation, women would wear a pair of old trousers supplemented inside with small pieces of hide, so as to not soil their daily outfit. In some areas, women historically wore thigh-length trousers known as qarlikallaak with leggings called qukturautiik rather than full-length pants. The Igluulingmiut of Foxe Basin and some of the Caribou Inuit wore a style of baggy leggings or stockings sewn to boots for long journeys. The wide leggings provided space that could be used to warm food and store small items. These leggings were much-noted by non-Inuit who encountered them, although they ceased to be made in the 1940s due to lack of available materials. ### Footwear The footwear of the traditional outfit could include up to five layers of socks, boots, and overboots, depending on the weather and terrain. Traditionally, these garments were almost always made of caribou or sealskin, although today boots are sometimes made with heavy fabric like canvas or denim. The traditional first layer was a set of stockings called aliqsiik, which had the fur facing inwards. The second was a pair of short socks called ilupirquk, and third was another set of stockings, called pinirait; both had outward-facing fur. The fourth layer was the boots, called kamiit or mukluks. The most distinguishing feature of kamiit are the soles, which are made of a single piece of skin that wraps up the side of the foot, where it is sewn to the upper. They are loose-fitting to allow for more layers, and may be secured at the top or the ankles with a drawstring or straps. Kamiit could be covered with the tuqtuqutiq, a kind of short, thick-soled overshoe that provided additional insulation to the feet. These overshoes could be worn indoors as slippers while the kamiit were drying out. Historically, men usually rotated between multiple pairs of boots to allow them to sufficiently dry out between uses, preventing rot and extending the useful life of the boot. During the wet season of summer, waterproof boots were worn instead of insulating fur boots. These were usually made of sealskin with the fur removed. To provide grip on icy ground, boot soles could be sewn with pleats, strips of dehaired seal skin, or forward-pointing fur. Boot height varied depending on the task – sealskin boots could be made thigh-high or chest-high if they were to be used for wading into water, similar to modern hip boots or waders. Boots intended for use in wet conditions sometimes included drawstring closures at the top to keep water out. In modern times, boot tops made of skin may be sewn to mass-produced rubber boot bottoms to create a boot that combines the warmth of skin clothing with the waterproofing and grip of artificial materials. ### Accessory garments Most upper garments include a built-in hood, making separate head coverings unnecessary. The hoods of the Iñupiat people of northern Alaska are particularly notable for their distinct "sunburst" ruff around the face, made of long fur taken from wolves, dogs, or wolverines. Historically, some groups like the Kalaallit of Greenland and the Alutiiq people of Kodiak Island wore separate hats instead of having hoods, in a similar fashion to the clothing worn by the Yupik peoples of Siberia. Many modern Canadian Inuit wear a cap beneath their hood for greater insulation during winter. During summer, when the weather is warmer and mosquitoes are in season, the hood is not used; instead, the cap is draped with a scarf which covers the neck and face to provide protection from insects. Inuit mitts are called pualuuk, and are usually worn in a single layer. If necessary, two layers can be used, but this reduces dexterity. Most mitts are caribou skin, but sealskin is used for work in wet conditions, while bear is preferred for icing sled runners as it does not shed when damp. The surface of the palm can be made of skin with the fur removed to increase the grip. Sometimes a cord is attached to the mitts and worn across the shoulders, preventing them from being lost. Generally, mitts are made from three pieces of skin, but traditionally some areas used only two, or even one. To minimize the stress on the seams, the back of the mitt wraps around towards the palm, and the thumb is usually cut with the palm in one continuous piece. Belts, which were usually simple strips of skin with the hair removed, had multiple functions. The qaksun-gauti belt secured the child in the amauti. Belts tied at the waist could be used to secure parkas against the wind, and to hold small objects. In an emergency, it could be used for field repairs of broken equipment. Some belts were decorated with beads or toggles carved into attractive shapes. Inuit groups that regularly practiced kayaking developed specialized garments for preventing water from entering the cockpit of the kayak. In Greenlandic, these garments are called the akuilisaq (now called a spray skirt), and the watertight tuilik jacket. The akuilisaq was a cylindrical garment that covered the wearer from the torso down, held up by suspenders that went over the shoulders. The bottom of the garment would be closed tightly over the cockpit of the kayak with a drawstring or belt. The tuilik was a full-length jacket that could be drawn tight at the neck and wrists; like the akuilisaq it was tightly closed over the cockpit. Both garments prevented water from entering the cockpit, but the tuilik had the additional benefit of allowing the kayaker to roll their kayak without getting water inside their jacket. In the Arctic spring and summer, intense sunlight reflecting off the snowy ground can cause a painful condition known as snow blindness. In response, Inuit developed ilgaak or snow goggles, a type of eyewear which cuts down on glare but preserves the field of view. Ilgaak are traditionally made of bone or driftwood, carved in a curve to fit the face. Narrow horizontal slits permit only a small amount of light to enter. ### Children's clothing Inuit infants wore little to no clothing, as they were usually held close to their mother in the amauti. What clothing they did wear, usually a small jacket, cap, mittens, or socks, was made from the thinnest skins available: fetal or newborn caribou, crow, or marmot. The Qikirtamiut of the Belcher Islands in Hudson Bay sewed bonnets for their infants from the delicate neck and head skins of eider ducks. Children's clothing was similar in function to adult clothing, but typically made of softer materials like caribou fawn, fox skin, or rabbit. Once children were old enough to walk, they would wear a one-piece suit called an atajuq, similar in form to a modern blanket sleeper. This garment had attached feet and often mittens as well, and unlike an adult's trousers, it opened at the crotch to allow the child to relieve themselves. Many of these suits had detached caps, which could be tied down with fringe to prevent them from getting lost. The hood shape and position of decorative flourishes on these suits differentiated between genders. As children aged, they gradually transitioned into more adult-like garments. Older children wore outfits with separate parkas and trousers, although boots were generally sewn directly to the trousers. Amautis for female children often had small amaut, and they sometimes carried younger siblings in them to assist their mother. Clothing for girls and boys changed at puberty; in eastern Greenland, for example, both received naatsit, or under-breeches, to mark the transition. In general, when girls reached puberty, amauti tails were made longer, and the hood and amaut were enlarged to indicate fertility. Hairstyles for pubescent girls also changed to indicate their new status. ## Materials Because the Arctic climate is not suitable for cultivating the plants and animals that produce most textiles, Inuit made use of fur and skins from local animals. The most common sources of hide for Inuit clothing are caribou and seals, caribou being preferred for general use. Historically, seabirds were also an important source for clothing material, but use of seabird skins is now rare even in places where traditional clothing is still common. Less commonly used sources included bears, dogs, foxes, ground squirrels, marmots, moose, muskoxen, muskrats, whales, wolverines, and wolves. The use of these animals depended on location and season. When compared to caribou and seal, other skins often had major drawbacks such as fragility, weight, or hair loss, which precluded their more common use. Traditionally, all clothing material was obtained from hunting and hand-prepared, but today, many seamstresses also make use of materials purchased from northern supply stores, including commercially prepared skins of traditionally used animals, non-traditional skins like cowhide or sheepskin, and even imitation fur. Regardless of the source animal, Inuit traditionally used as much of the carcass as possible. Every portion of the hide had a specific use depending on its characteristics. Tendons and other membranes were used to make tough, durable fibres, called sinew thread or ivalu, for sewing clothing together. Feathers were used for decoration. Rigid parts like bones, beaks, teeth, claws, and antlers were carved into tools or decorative items. The soft material shed from antlers, known as velvet, was used for tying back hair. Intestine from seals and walruses was used to make waterproof jackets for inclement weather. The Russian word kamleika is sometimes used to describe all garments made from gut, although it originally only referred to gut robes made by the Aleut people of the Aleutian Islands. Due to the value of skins, old or worn-out skin clothing was historically not discarded at the end of the season. Instead, it was repurposed as bedding or work clothing, or taken apart and used to repair newer garments. In times of extreme need, such as when the caribou hunt failed, scraps of old garments could be re-sewn together into whole new garments, although these were less durable and provided less insulation. Through socialization and trade, Inuit groups throughout their history disseminated clothing designs, materials, and styles between themselves. There is evidence indicating that prehistoric and historic Inuit gathered in large trade fairs to exchange materials and finished goods; the trade network that supported these fairs extended across some 3,000 km (1,900 mi) of Arctic territory. They also encountered and incorporated concepts and materials from other indigenous Arctic peoples such as the Chukchi, Koryak, and Yupik peoples of Siberia and the Russian Far East, the Sámi people of Scandinavia, as well as non-Inuit North American indigenous groups. ### Caribou and seal The hide of the barren-ground caribou, an Arctic subspecies of caribou, was the most important source of material for clothing of all kinds, as it was readily available, versatile, and, when left with the fur intact, very warm. Caribou fur grows in two layers, which trap air, which is then warmed up by body heat. The skin itself is thin and supple, making it light and flexible. Caribou had to be hunted at specific times to ensure maximum quality of the skins. If taken too early in the spring, the hide would have holes from warble flies and hair loss from seasonal moulting. Animals taken too late in the fall have skin too thick and heavy for clothing. Each piece of the hide had qualities that made it suitable for particular uses: for example, the tough leg skins were used for items that required durability, while the thick skin from the caribou's back was used for the large front piece of parkas. Depending on availability, hides from thicker-skinned male caribou were preferred for men's clothing, which needed to be tougher for hunting, and thinner skin from female caribou was used for women's garments. Caribou sheds badly when exposed to moisture, so it is not suitable for wet-weather garments. Caribou hide could also be shaved and used for footwear and decorative fringe. The hide of Arctic-dwelling seals is both lightweight and water-repellent, making it ideal as single-layer clothing for the wet weather of summer. Year-round, it was used to make clothing for water-based activities like kayaking and fishing, as well as for boots and mittens. Seal hide is porous enough to allow sweat to evaporate, making it ideal for use as boots. Of the four Arctic seals, the ringed seal and the bearded seal are the most commonly used for skin clothing, as they have a large population and are widely distributed. Harbour seals have a wide distribution but lower population, so they are less commonly used. Clothing made from harp seals has been reported, but documentation is lacking. The skin of younger seals killed in autumn is traditionally preferred for aesthetic reasons, as it is darker and less likely to be damaged. ### Bird skins The use of bird skins has been documented across all Inuit groups, although it was most common in the eastern and western Arctic, where larger animals like caribou were less available, compared to the central Arctic. Bird skin, feet, and bones were used to make clothing of all kinds, as well as tools, containers, and decorations. Compared to caribou skin, bird skins have several disadvantages that make it impractical to rely on them for general use except where better materials are unavailable. Feathers make these skins bulky, and they are less durable overall. Their small size means that more animals are required to make a larger garment. Finally, their skins are less consistent than caribou or seal, so using them efficiently requires more technical knowledge on the part of the seamstress. More than two dozen species of birds have been identified in Inuit clothing, including species of auk, cormorant, crow, eider duck, goose, guillemot, loon, ptarmigan, puffin, seagull, and swan. The toughest and most desirable skins came from diving birds. The Qikirtamiut of the Belcher Islands relied on eider duck as their primary clothing material, as there were no caribou on the islands. As a result, they developed an extensive knowledge of the technical properties of eider duck skins depending on the age, gender, and season of each bird. Skins were used according to the properties desired for the garment being made – the tougher skins of adult male ducks were used for hunter's garments, which required durability, while the more flexible skins of juvenile ducks were selected for children's clothing. The unique characteristics of the types of feathers on the body were also taken into account. The more flexible back skin of the duck would be used for parts that required flexibility, like the hood, while the more thickly feathered skin from the belly would be used for the parka body, where warmth was required. ### Other natural materials Polar bear was a major source of winter garments for Greenlandic Inuit in the 19th century. Like caribou fur, polar bear fur grows in dual layers, and is prized for its heat-trapping and water-resistant properties. The long guard hairs of dogs, wolves, and wolverines were preferred as trim for hoods and mittens. The fur of arctic foxes was sometimes also used for trim, and was suitable for hunting caps and the insides of socks. In some areas, women's clothing was made of fox hides, and it was used to keep the breasts warm during breastfeeding. Adult musk-ox hide is too heavy to be used for most clothing, but it was used for mittens as well as summer caps, as the long hairs kept mosquitoes away. It was also suitable as bedding. In places where larger animals were scarce, such as Alaska and Greenland, the skins of small animals like marmots and Arctic ground squirrels were sewn together to make parkas. These animals were also used to make decorative pieces. The skin of cetaceans like beluga whales and narwhals was sometimes used for boot soles. Whale sinew, especially from the narwhal, was prized as thread for its length and strength. Tusks from narwhal and walrus provided ivory, which was used for sewing tools, clothing fasteners, and ornaments. In Alaska, fish skins were sometimes used for clothing and bags, but this is not well-documented in Canada. Dried grass and moss were used as insulation and absorbent material. They could be placed inside the stocking to absorb perspiration from the feet, or at the bottom of the amaut to serve a similar function to a diaper for an infant. Some groups also stuffed their needle cases with moss to form a sort of pincushion. ### Fabric and artificial materials Beginning in the late 1500s, contact with non-Inuit, including American, European, and Russian traders and explorers, began to have an increasingly large influence on the construction and appearance of Inuit clothing. These people brought trade goods such as metal tools, beads, and fabric, which began to be integrated into traditional clothing. For example, imported duffel cloth was useful for boot and mitt liners, and quilted fabric was used to line parkas. Sewing machines appeared as trade goods beginning in the 1850s, allowing for easy production of garments made from imported cloth. Where men often adopted ready-made European garments, Inuit women after European contact used purchased or traded cloth to create garments that suited their needs. Beginning in the middle of the 19th century, the Alaskan Iñupiat began to use colourful imported fabrics like drill and calico to make over-parkas to protect their caribou garments from dirt and snow. Men's were shorter while women's were longer with ruffled hems; the Iñupiat called both styles atikłuk. The longer women's version eventually made its way eastward to the Mackenzie Delta area of the Northwest Territories, where it became known as the Mother Hubbard parka (from the European Mother Hubbard dress) or cloth parka. The Mother Hubbard parka was originally worn with the fur amauti (overtop or underneath), but later styles were insulated with duffel cloth or fur and could be worn on their own, especially during summer. These garments were valued by women as they were simple to make compared to the intensive process of making skin clothing. Their exotic materials were considered a sign of wealth and status. While they became common, these new materials, tools, and techniques generally did not alter the basic design of the traditional skin clothing system, which has always remained consistent in form and function. In many cases Inuit were dismissive of so-called "white men's clothing"; the Inuvialuit referred to cloth pants as kam'-mik-hluk, meaning "makeshift pants". The Inuit selectively adopted foreign elements that simplified the construction process (such as metal needles) or aesthetically modified the appearance of garments (such as seed beads and dyed cloth), while rejecting elements that were unsuitable (such as metal fasteners, which may freeze and snag, and synthetic fabrics, which absorb perspiration). ## Construction and maintenance Historically, women were responsible for managing every stage of the clothing production process, from preparation of skins to the final sewing of garments. The skills relating to this work were traditionally passed down in families from grandmothers and mothers to their daughters and grandchildren. Women learned not only sewing skills, but information about game animals, the local environment, and the seasons. An extensive vocabulary existed to describe the specifics of skin preparation and sewing. Although the learning process began in early childhood, fully mastering these skills could take until a woman was into her mid-thirties. Learning to make traditional clothing has always been a process of acquiring tacit knowledge by observing and learning the sewing process, then creating items independently without explicit verbal directions in what can be characterized as learning-by-doing. Traditionally, young girls practiced by creating dolls and doll clothes from scraps of hide before moving on to small clothing items like mittens intended for actual use. To ensure the survival of the family unit and the community as a whole, garments had to be sewn well and properly maintained. Heat loss from poorly constructed clothing reduced the wearer's ability to perform essential tasks in camp and on the hunt and limited their ability to travel. It could also lead to negative health outcomes including illness, hypothermia, or frostbite, which in extreme cases can result in loss of limbs and eventually death. For this reason, most garments, especially boots, were constructed from as few pieces as possible to minimize the number of seams, which in turn minimized heat loss. Preparation of new items occurred on a yearly cycle that typically began after the traditional hunting seasons. Caribou were hunted in the late summer and autumn from approximately August to October, and sea mammals like seals were hunted from December to May. Production of clothing was an intensive process undertaken by the entire community gathered together in a camp. Men contributed by butchering the animals and stockpiling food, while women processed hides and sewed the garments. The sewing period that followed hunting could last for two to four weeks. It could take up to 300 hours just to prepare the approximately twenty caribou hides necessary for a five-member family to each have two sets of everyday clothing, and another 225 hours to cut and sew the garments from them. There is no clear estimate for the comparable number of seal hides required to fully clothe a five-member family, although it required approximately eight seal skins to create two parkas and two pairs of pants for one man, and six skins to create boots and mitts for a family of that size. ### Tools Inuit seamstresses traditionally used tools handcrafted from animal materials like bone, baleen, antler and ivory, including the ulu (Inuktitut: ᐅᓗ, plural: uluit, 'woman's knife'), knife sharpener, blunt and sharp scrapers, needle, awl, thimble and thimble-guard, and a needlecase. Uluit were particularly important tools for seamstresses. Considered to be integral to their identity, they were often buried with their owner. As well as animal materials, wood and stone were also often used to make uluit. When available, meteoric iron or copper was cold worked into blades by a process of hammering, folding, and filing. After contact with non-Inuit explorers and traders, Inuit began to make use of sheet tin, brass, non-meteoric iron, and steel, obtained by trading or scrapping. They also adopted steel sewing needles, which were more durable than bone needles. European contact also brought scissors to the Inuit, but they were not widely adopted, as they do not cut furry hides as cleanly as sharp knives. Today, many tools are mail-ordered or handmade to suit from available materials. During fieldwork conducted on Baffin Island in the 1980s, anthropologist Jill Oakes described uluit being made from saw blades, with handles made from materials as varied as "plastic bread board, an old gun stock or scrap lumber," shaped to fit the user's hand. ### Hide processing The first stage was the harvesting of the skin from the animal carcass after a successful hunt. Generally, the hunter would cut the skin in such a way that it could be removed in one piece. Skinning and butchering an adult caribou could take an experienced hunter up to an hour. While butchering of caribou was handled by men, butchering of seals was mostly handled by women. After the skin was removed, the hides would be dried on wooden frames, then laid on the knees or on a scraping platform and scraped of fat and other tissues with an ulu until soft and pliable. Most skins, including bird skins, were processed in roughly the same way, although processing oily skins like seal and polar bear sometimes required the additional step of degreasing the hide by dragging it across gravel or, today, washing it with soap. If the hide was soiled with blood, rubbing with snow or soaking in cold water could remove the stain. Sometimes the fur would need to be removed so the hide could be used for things like boot soles. This was usually done with an ulu, or if the hair had been loosened by putrefaction or soaking in water, a blunt scraping tool could also suffice. The hide would be repeatedly scraped, stretched, chewed, rubbed, wrung or folded up, soaked in liquid, and even stamped on to soften it further for sewing. The softening process was continued until the women judged the skin was ready – up to twelve distinct stages might be required. Badly processed hides would stiffen or rot, so correct preparation of hides was essential to ensure the quality of the clothing. ### Sewing of garments When the hide was ready, the process of creating each piece could begin. The first step was measuring, a detailed process given that each garment was tailored for the wearer. No standardized sewing pattern was used, although older garments were sometimes used as models for new ones. Traditionally, measurement was done by eye and by hand alone, although some seamstresses now make bespoke paper patterns following a hand and eye measurement process. The skins were then marked for cutting, traditionally by biting or pinching, or with an edged tool, although in modern times ink pens may be used. The direction of the fur flow is taken into account when marking the outline of the pieces. Most garments were sewn with fur flowing from top to bottom, but strips used for trim had a horizontal flow for added strength. Once marked, the pieces of each garment would be cut out using the ulu, taking care not to stretch the skin or damage the fur. Adjustments were made to the pattern during the cutting process as need dictated. The marking and cutting process for a single amauti could take an experienced seamstress an entire hour. Up to forty pieces might be cut out for the most complex garments like the outer parka, although most used closer to ten. Once the seamstress was satisfied that each piece was the appropriate size and shape, the pieces were sewn together to make the complete garment. A good fit was essential for comfort. Traditionally, Inuit seamstresses used thread made from sinew, called ivalu. Modern seamstresses generally use thread made from cotton, linen, or synthetic fibres, which are easier to find and less difficult to work with, although these materials are less waterproof compared to ivalu. Tight, high-quality seams were essential to prevent cold air and moisture from entering the garment. Four main stitches were used: from most to least common, they were the overcast stitch, the tuck or gathering stitch, the running stitch, and the waterproof stitch or ilujjiniq. The overcast stitch was used for the seams of most items. The tuck or gathering stitch was used to join pieces of uneven size. The running stitch was used to attach facings or insert material of a contrasting colour. The waterproof stitch is a uniquely Inuit development, which Issenman described as being "unequalled in the annals of needlework." The stitch was mostly employed on boots and mitts. Two lines of stitching made up one waterproof seam. On the first line, the needle pierced partway through the first skin, but entirely through the second; this process was reversed on the second line, creating a seam in which the needle and thread never fully punctured both skins at the same time. Ivalu swells with moisture, filling the needle holes and making the seam waterproof. ### Maintenance Once created, Inuit skin clothing must be properly maintained, or it will become brittle, lose hair, or rot. Warmth and moisture are the biggest risks to clothing, as they promote the growth of decay-inducing bacteria. If the garment is soiled with grease or blood, the stain must be rubbed with snow and beaten out quickly. Beyond practical considerations, wearing clean clothing on a hunt was considered an important sign of respect for the spirits of the animals. Historically, Inuit used two main tools to keep their garments dry and cold. The first was the tiluqtut, or snow beater, a rigid implement made of bone, ivory, or wood. It was used to beat the snow and ice from clothing before entering the home. The second was the innitait, or drying rack. Once inside the home, garments were laid over the rack near a heat source so they could be dried slowly. All clothing, especially footwear, was checked daily for damage and repaired immediately if any was discovered. Boots were chewed, stretched, or rubbed across a boot softener to maintain durability and comfort. Although women were primarily responsible for sewing new garments, both men and women were taught to repair clothing and carried sewing kits while travelling for emergency repairs. ## Major principles Inuit clothing expert Betty Kobayashi Issenman identifies five aspects common to the clothing worn by all circumpolar peoples, made necessary by the challenges particular to survival in the polar environment: insulation, control of perspiration, waterproofing, functionality, and durability. Other researchers of Arctic clothing have independently described similar governing principles, generally centred around warmth, humidity control, and sturdiness. Archaeologist Douglas Stenton noted that cold-weather garments such as Inuit clothing must maintain two attributes to be useful: "(i) protection of the body and (ii) the maintenance of task efficiency." Interviews with Qikirtamiut seamstresses in the late 1980s found they sought similar attributes when deciding which bird skins to use and where. - Insulation and heat conservation: Clothing worn in the Arctic must be warm, especially during the winter, when the polar night phenomenon means the sun never rises and temperatures can drop below −40 °C (−40 °F) for weeks or months. Inuit garments were designed to provide thermal insulation for the wearer in several ways. Caribou fur is an excellent insulating material: the hollow structure of caribou hairs helps trap warmth within individual hairs, and the air trapped between hairs also retains heat. Each garment was individually tailored to the wearer's body with complex techniques including darts, gussets, gathers, and pleats. Garments were generally bell shaped to retain warm air. Openings were minimized to prevent unwanted heat loss, but in the event of overheating, the hood could be loosed to allow heat to escape. In many places, long, resilient hairs from wolves, dogs, or wolverines was used for hood trim, which reduced wind velocity on the face. Layers were structured so that garments overlapped to reduce drafts. For the warmer weather of spring and summer, where average temperatures can range from −0.8 °C (30.6 °F) to 11.4 °C (52.5 °F) in Nunavut, only a single layer of clothing was necessary. Both men and women wore two upper-body layers during the harsher temperatures of winter. The inner layer had fur on the inside against the skin for warmth, and the outer layer had fur facing outward. - Humidity control: Perspiration eventually leads to the accumulation of moisture in closed garments, which must be managed for the comfort and safety of the wearer. The carefully tailored layers of traditional clothing allowed fresh air to circulate through the outfit during physical exertion, removing air that was saturated with perspiration and keeping both the garments and the body dry. As well, animal skin is relatively porous and allows some moisture to evaporate. When temperatures are low enough for moisture in the air to freeze, it accumulates on the surface of fur as frost crystals that can be brushed or beaten away. Fur ruffs on hoods collect moisture from breath; when it freezes it can be brushed away with one hand. For footwear, animal skin provides greater condensation control than nonporous materials like rubber or plastic, as it allows moisture to escape, keeping the feet drier and warmer for longer. In comparison to skin and fur, woven fibres like wool absorb moisture and hold it against the body; in freezing temperatures, this causes discomfort, limited movement, and eventually, life-threatening heat loss. - Waterproofing: Making garments waterproof was a major concern for Inuit, especially during the wetter weather of summer. The skin of marine mammals like seals sheds water naturally, but is lightweight and breathable, making it extremely useful for this kind of clothing. Before artificial waterproof materials became available, seal or walrus intestine was commonly used to make raincoats and other wet-weather gear. Skilful sewing using sinews allowed the creation of waterproof seams, particularly useful for footwear. - Functional form: Garments were tailored to be practical and to allow the wearer to perform their work efficiently. As the Inuit traditionally divided labour by gender, clothes were tailored in distinct styles for men and women. A man's coat meant to be worn while hunting, for example, would have shoulders tailored with extra room to provide unrestricted movement, while also allowing the wearer to pull their arms into the garment and close to the body for warmth. The long back flap kept the hunter's back covered when crouched over and waiting for an animal. The amauti was tailored to include a large back pouch for carrying infants. For both men and women's clothing, gores and slits allowed for parkas to be donned rapidly, and hoods were constructed to provide warmth while minimizing loss of peripheral vision. - Durability: Inuit clothing needed to be extremely durable. Since the creation of skin clothing was a labour-intensive, highly customized process, with base materials available only seasonally depending on the source animal, badly damaged garments were not easy to replace. To increase durability, seams were placed to minimize stress to the skins. For example, in the parka, the shoulder seam is dropped off the shoulder. On the trousers, seams are placed off the side of the legs. Different cuts of skin were used according to their individual qualities – hardier skin from the animal's legs was used for mitts and boots, which required toughness, while more elastic skin from the animal's shoulder would be used for a jacket's shoulder, which required flexibility. The use of fasteners and closures was minimized to reduce the need for maintenance. Rips or tears would compromise the garment's ability to retain heat and regulate humidity, so they were repaired as soon as possible, including in the field if necessary. ## Decorative techniques Historically, Inuit have added visual appeal to their clothing with ornamental trim and inlay, dye and other colouring methods, decorative attachments like pendants and beads, and design motifs, integrating and adapting new techniques and materials as they were introduced by cultural contact. The variety of techniques developed by Inuit allowed for a great deal of customization and self-expression in the appearance of garments. Archaeological and artistic evidence since the 15th century documents the evolution of the visual style of garments. Contact with new cultures, as well as the arrival of new materials like cloth and beads hastened the evolution of fashion among Inuit and made the changes in style more evident to outsiders. For example, in the 1920s, whaling ships brought distinct styles of amauti from the Uqqurmiut Inuit of south Baffin Island to the Tununirmiut Inuit in the northern part of the island. Traditionally, trim and inlays were made of fur and skin. Variations in the fur direction, length, texture, and colour created visual contrast with the main garment. In general, women's parkas had much more decoration than men's, although men's parkas sometimes had specific markings on the shoulders to visually emphasise the strength of their arms. Historically, markings on the forearms of amauti served as a visual reminder of women's dexterity and sewing skills. Inuit groups along the west coast of Hudson Bay, as well as the central Arctic Copper Inuit, used narrow inlays of white fur in a way that mimicked women's traditional tattoo designs. Dehaired skin was sometimes used decoratively, as in the Labrador Inuit use of scalloped trim on boots. Textile materials such as braided cord, rickrack, and bias tape were adopted as they became available. Starting in the 1890s, the Alaskan Iñupiat began to make use of elaborate decorative trim on almost all their garments, often in bands of geometric patterns which they called qupak. When traders brought rolls of colourful fabric trim, the Iñupiat incorporated pieces of it into qupak. When the style spread east into Canada, it acquired the name "delta trim", possibly in reference to the Mackenzie Delta. The Kalaallit of Greenland are particularly known for a decorative trim known as avittat, or skin embroidery, in which tiny pieces of dyed skin are appliquéd into a mosaic so delicate it resembles embroidery. While somewhat visually similar, it is unclear if qupak and avittat are related techniques. Another Kalaallit technique, slit weaving, involves a strip of hide being woven through a series of slits in a larger piece of a contrasting colour, producing a checkered pattern. Some skins were coloured or bleached. Dye was used to colour both skins and fur. Shades of red, black, brown, and yellow were made from minerals such as ochre and galena, obtained from crushed rocks and mixed with seal oil. Plant-based dyes were available in some areas as well. Alder bark provided a red-brown shade, and spruce produced red. The dying process also made the boots more water-repellent. Lichen, moss, berries, and pond algae were also used. Skins could also be tanned with smoke to make them brown, or left outside in the sun to bleach them white. In modern times, some Inuit use commercial fabric dye or acrylic paint to colour their garments. Many Inuit groups used attachments like fringes, pendants, and beads to decorate their garments. Fringing on caribou garments was practical as well as decorative, as it could be interlocked between layers to prevent wind from entering, and would weigh down the edges of garments to prevent them from curling up. The paw skins from animals like wolves and wolverines were sometimes hung decoratively from men's belts. Pendants were made from all kinds of materials. Traditionally soapstone, animal bone, and teeth were the most prevalent, but after European contact, items like coins, bullet casings, and even spoons were used as decorations. Inuit clothing makes heavy use of motifs, which are figures or patterns incorporated into the overall design of the garment. In traditional skin clothing, these are added with contrasting inserts, beadwork, embroidery, appliqué, or dyeing. The roots of these designs can be traced back to the Paleolithic era through artifacts which use basic forms like triangles and circled dots. Later forms were more complex and highly varied, including scrolls and curlicues, heart shapes, and plant motifs. It has been suggested that these more complex motifs may have come from contact with First Nations peoples. There are even examples of beadwork on parkas from the early 20th century that represent complex images like faces and sailing ships. Beginning in the 1950s and 1960s, the designs on fur inserts used for kamiit became increasingly elaborate, and by the 1980s were incorporating designs drawn from modern culture. Jill Oakes and Rick Riewe describe the increased variety: "a larger number of intricate insets were used, including animals, flowers, logos, letters, hockey team names, people's names, community names, snowmobile brand names, and political concerns." Women's designs have traditionally been placed horizontally as a band around the top of the shaft, while motifs on men's kamiit have traditionally been placed vertically down the shaft of the boot. ### Beadwork Beadwork was generally reserved for women's clothing. Before European contact, beads were made from amber, stone, tooth, and ivory. Beginning in the 1700s, European traders introduced trade beads: colourful, highly prized glass beads that could be used as decoration or to trade for other valuables. The Inuit referred to these beads as sapangaq ("precious stone"). The Hudson's Bay Company was the largest purveyor of beads to the Inuit, trading strings of small seed beads in large batches, as well as more valuable beads such as the Venetian-made Cornaline d'Aleppo, which were red with a white core. Access to trade beads increased significantly in the 1860s, and by the early 20th century, many Inuit groups had developed distinct and elaborate styles of beadwork. Sections of strung seed beads were used as fringe or stitched directly onto the hide. Some beadwork was applied to panels of skin, which could be removed from an old garment and sewn onto a new one; such panels were sometimes passed down through families. Driscoll-Engelstad describes a style typical of the eastern Arctic, where long strings of beads in horizontal bars were draped across the chest. In the central Arctic, beads were set on parkas in the areas where fur insets and skin fringes had traditionally been placed; some of these patterns echoed traditional tattoo designs. Elaborately beaded and embroidered amauti can take weeks or months to make. Because of the intense work required, few seamstresses today create elaborate beaded panels by hand. Some purchase premade beaded pieces from fabric stores. ## Spirituality and identity The entire process of creating and wearing traditional clothing was intimately connected with Inuit spiritual beliefs. Hunting was seen as a sacred act with ramifications in both the material and spiritual worlds. It was important for people to show respect and gratitude to the animals they killed, to ensure that they would return for the next hunting season. Specific practices varied depending on the animal being hunted and the particular Inuit group. Wearing clean, well-made clothing while hunting was important, because it was considered a sign of respect for the spirits of the animals. Some groups left small offerings at the site of the kill, while others thanked the animal's spirit directly. Generous sharing of the meat from a hunt pleased the animal's spirit and showed gratitude for its generosity. Specific rituals existed to placate the spirits of polar bears, which were seen as particularly powerful animals. It was believed that the spirits of polar bears remained within the skin after death for several days. When these skins were hung up to dry, desirable tools were hung around them. When the bear's spirit departed, it took the spirits of the tools with it and used them in the afterlife. For many Inuit groups, the timing of sewing was governed by spiritual considerations. Traditionally, women never began the sewing process until hunting was completely finished, to allow the entire community to focus exclusively on the hunt. The goddess Sedna, mistress of the ocean and the animals within, disliked caribou, so it was taboo to sew sealskin clothing at the same time as caribou clothing. Production of sealskin clothing had to be completed in the spring before the caribou hunt, and caribou clothing had to be completed in fall before the time for hunting seal and walrus. Individual groups had local taboos that also played a part in the timing of the sewing process. Many groups also had clothing taboos related to death. An infant whose older siblings had died might be dressed in garments made from a mix of caribou and sealskin, or with contrasting fur flow, to hide the child from evil spirits. Relatives of a deceased person might be prohibited from working on clothing for a certain period of time after a death. Deceased adults were laid out in their clothes and then wrapped in skins. Their remaining clothing was discarded or left at the grave site, and their tools – sewing tools for women and hunting tools for men – were left with them as well. People who touched a dead body might have to ritually cleanse or discard their own garments. Wearing skin clothing traditionally created a spiritual connection between the wearer and the animals whose skins are used to make the garments. This pleased the animal's spirit, and in a show of gratitude, it would return to be hunted in the next season. Skin clothing was also thought to impart the wearer with the animal's characteristics, like endurance, speed, and protection from cold. Shaping the garment to resemble the animal enhanced this connection. For example, the animal's ears were often left on parka hoods to imbue the hunter with acute hearing, and contrasting patterns of light and dark fur were placed to emulate the animal's natural markings. In particular, the use of the caribou's white underbelly fur, called the pukiq, had strong spiritual connotations, referencing the life-giving power of both women and the caribou. Some researchers have theorized that these light and dark patterns, later often rendered with beadwork rather than fur, may represent the animal's bones. The Copper Inuit used a design mimicking a wolf's tail on the back of their parkas, referencing the natural predator of the caribou. Hoods on Iñupiat garments almost always had what anthropologist Cyd Martin describes as "hood roots, triangular gussets of a contrasting colour set into the front of the garments...resembl[ing] walrus tusks." Amulets made of skin and animal parts were worn for protection and luck, and to invest the wearer with the powers of the associated animal or spirit. Children were considered to be vulnerable and in need of the most protection, so their clothing was hung with large numbers of protective amulets. Both the material of the amulet and its position on the body had spiritual importance. Hunters might wear a pair of tiny model boots while out hunting to ensure that their own boots would last. Weasel skins sewn to the back of the parka provided speed and cleverness. For women, ermine skins provided liveliness and energy, while loon skins helped with music and dancing. The rattling of ornaments like bird beaks was thought to drive off evil spirits. The bodies of small insects like bees might be kept in small pouches sewn close to the skin. Even clothing could become an amulet of sorts: to prevent illness, the Paatlirmiut group of Caribou Inuit wore pieces of clothing taken from people who had recovered from illness. ### Ceremonial clothing In addition to their everyday clothing, many Inuit had a set of ceremonial clothing made of short-haired summer skins, worn for dancing or other ceremonial occasions. In particular, the intricately striped and fringed dance clothing of the Copper Inuit has been extensively studied and preserved in museums worldwide. Dance parkas were generally not hooded; instead, special dancing caps were worn. These caps were sewn with the beaks of birds like loons and thick-billed murres, invoking the vision and speed of the animals, and white stoat skins to invoke the animal's cunning and ability to camouflage itself in snow. Dance clothing was strongly related to shamanistic clothing, indicated by designs that reference the spiritual world. Gutskin clothing could also be donned for ceremonial purposes. Inuit shamans, called angakkuq, usually wore garments like those of laypeople, but which included unique accessories or design elements to differentiate their spiritual status. The intricately designed parka of the angakkuq Qingailisaq, inspired by spiritual visions, is an example of such a garment. It was acquired for the American Museum of Natural History in 1902 and has been studied extensively by scholars of Inuit culture. Shamans from groups which permitted the hunting of albino caribou, such as the Copper and Caribou Inuit, might have parkas whose colouration was inverted compared to regular garments: white for the base garment and brown for the decorative markings. The fur used for a shaman's belt was white, and the belts themselves were adorned with amulets, coloured cloth, and tools, often representative of important events in the shaman's life or given to the shaman by supplicants seeking magical assistance. Mittens and gloves, though not always visually distinct, were important components of shamanic rituals; they were considered to protect the hands and serve as a symbolic reminder of the shaman's humanity. The use of stoat skins for a shaman's clothing invoked the animal's intellect and cunning, while foot-bones taken from foxes or wolves invoked running speed and endurance. Traditional ceremonial and shamanic clothing also incorporated masks made of wood and skin to invoke supernatural abilities, although this practice largely died out after the arrival of Christian missionaries and other outside influences. While Alaskan religious masks were typically elaborate, those of the Canadian Inuit were comparatively simple. ### Gender expression Inuit clothing was traditionally tailored in distinct styles for men and women, generally for functionality, but sometimes for symbolic reasons as well. For example, the shape of the kiniq, the frontal apron-flap of the woman's parka, was a symbolic reference to childbirth. However, there is evidence from oral tradition and archaeological findings that biological sex and gendered clothing was not always aligned. Some clothing worn by male angakkuit, particularly among the Copper Inuit, included design elements generally reserved for women, such as kiniq, symbolically bringing male and female together. In some cases, the gender identity of the shaman could be fluid or non-binary, which was reflected in their clothing through the use of both male and female design elements. In some areas of the Canadian Arctic, such as Igloolik and Nunavik, there was historically a kind of gender identity known as sipiniq ("one who had changed its sex"). People who were born sipiniq were believed to have changed their physical sex at the moment of birth. Female-bodied sipiniit were socially regarded as male, would perform a male's tasks, and would wear clothing tailored for such tasks. The gender of a child's clothing might be altered temporarily for other spiritual reasons. In some places, if one son in a family died, a surviving son might be dressed as a girl to disguise him from evil spirits. ### Cultural identity and art Today, the production and use of traditional skin clothing is increasingly important as a visual signifier of a distinct Inuit identity. Engaging in traditional cultural practices like clothesmaking is strongly correlated with happiness and well-being among Inuit families and communities. Wearing skin clothing can communicate one's cultural affiliation to Inuit culture in general or to a specific group. Decorated kamiit are regarded as an important symbol of Inuit identity and a uniquely female art. The amauti is also considered symbolic of Inuit women and motherhood. Issenman describes the continued use of traditional fur clothing as not simply a matter of practicality, but "a visual symbol of one's origin as a member of a dynamic and prestigious society whose roots extend into antiquity." The decline in the use of traditional clothing coincided with an uptick in artistic depictions of traditional clothing in Inuit art, which has been interpreted as a reaction to a feeling of cultural loss. Some artists have explored the effect of climate change on the use of traditional clothing, including sculptor Manasie Maniapik, and painter Elisapee Ishulutaq, who includes skin clothing in her works to represent "continuity in identity". Other artists have examined the connection of sewing to motherhood. ## History The history of Inuit clothing extends far back into prehistory, with significant evidence to indicate that the basic clothing structure has changed little since. The clothing systems of all indigenous Arctic peoples are structurally similar, and evidence in the form of tools and carved figurines indicates that these systems may have been in use in the Mal'ta–Buret' culture of Siberia as early as 22,000 BCE, and in the Pre-Dorset and Dorset cultures in Canada and Greenland as early as 2500 BCE. Occasionally, pieces of garments are found at archaeological sites, mostly dating from the Thule culture era of approximately 1000 to 1600 CE. Examples include the fully dressed 15th-century mummies found at Qilakitsoq in 1972, as well as the garments found at Utqiaġvik, Alaska in the early 1980s. Structural elements of these remnants are very similar to garments from the 17th to mid-20th centuries, which confirms significant consistency in construction of Inuit clothing over centuries. Beginning in the late 1500s, contact with non-Inuit traders and explorers began to have an increased influence on the construction and appearance of Inuit clothing. Imported tools and fabrics became integrated into the traditional clothing system, and premade fabric garments sometimes replaced traditional wear. Adoption of fabric garments was often driven by external forces: missionaries found Inuit traditional garments inappropriate, and traders provided incentives for Inuit to sell the furs they hunted rather than use them themselves. Inuit also adopted fabric garments for their own convenience, especially men who took work on whaling ships. These voluntary adoptions often precluded the decline of traditional styles, as the use of manufactured clothing became associated with wealth and prestige. Increased cultural assimilation and modernization at the beginning of the 20th century led to reduced production of traditional skin garments for everyday use. The introduction of the Canadian Indian residential school system to northern Canada disrupted the cycle of elders passing down knowledge to younger generations informally. Even after the decline of the residential schools, most day schools did not include material on Inuit culture until the 1980s. Demand for skin garments shrank with lifestyle changes, including wider availability of manufactured clothing, which can be easier to maintain. Overhunting depleted many caribou herds, and opposition to seal hunting from the animal rights movement crashed the export market for seal pelts; there was a corresponding drop in hunting as a primary occupation. Reduced demand meant that fewer practitioners retained their skills, and even fewer passed them on. By the mid-1990s, the skills necessary to make Inuit skin clothing were in danger of being completely lost. Since that time, Inuit groups have made significant efforts to integrate traditional sewing skills into modern Inuit culture, and cultural material is now taught in many northern schools and cultural literacy programs. Sewing is now seen by many as a method for connecting with Inuit culture. Incorporating modern techniques and purchasing materials commercially reduces the time and effort needed for garment production, lowering barriers for entry. Although full outfits of traditional skin clothing are uncommon in day-to-day life, they may still seen in the winter and on special occasions. Many Inuit seamstresses today use modern materials to make traditionally styled garments, particularly amauti. Since the 1990s, some seamstresses have begun to create fashionable garments for sale to consumers, supporting contemporary Inuit fashion as its own style within the larger indigenous American fashion movement. In light of the growing interaction between Inuit clothing and the fashion industry, Inuit groups have raised concerns about the protection of Inuit heritage from cultural appropriation and prevention of genericization of cultural garments like the amauti. ## Research and documentation There is a long historical tradition of research on Inuit clothing across many fields. Since Europeans first made contact with Inuit in the 15th century, documentation and research on Inuit clothing has included artistic depictions, academic writing, studies of effectiveness, and the collection of artifacts for museums. Historically, European images of Inuit were sourced from the clothing worn by Inuit who travelled to Europe (whether voluntarily or as captives), clothing brought to museums by explorers, and from written accounts of travels to the Arctic. The earliest of these was a series of illustrated broadsides printed after an Inuit mother and child from Labrador were brought to the European Low Countries in 1566. Other paintings and engravings of Inuit and their clothing were created over the following centuries. 19th century techniques such as photography allowed for a wider dissemination of images of Inuit clothing, especially in illustrated magazines. From the 18th century until the mid-20th century, explorers, missionaries, and academics described the Inuit clothing system in memoirs and dissertations. After a decline in the 1940s, serious scholarship of Inuit clothing did not pick up again until the 1980s, at which time the focus shifted to in-depth studies of the clothing of specific Inuit and Arctic groups, as well as academic collaborations with Inuit and their communities. Inuit clothing has also been extensively studied for its effectiveness as cold-weather clothing, especially as compared to synthetic materials. Microscopic analysis of historical garments can reveal details about the animal that produced the pelt, including genetic information from DNA and dietary information from carbon and nitrogen isotopes. Many museums, particularly in Canada, Denmark, the United Kingdom, and the United States, have extensive collections of historical Inuit garments, often acquired during Arctic explorations undertaken in the 19th and early 20th centuries. The British Museum in London holds some of the world's oldest surviving Inuit fur clothing, and the collection of the National Museum of Denmark is one of the most extensive in the world. ## Gallery
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Umbriel (moon)
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Moon of Uranus
[ "Astronomical objects discovered in 1851", "Moons with a prograde orbit", "Umbriel (moon)" ]
Umbriel /ˈʌmbriəl/ is a moon of Uranus discovered on October 24, 1851, by William Lassell. It was discovered at the same time as Ariel and named after a character in Alexander Pope's 1712 poem The Rape of the Lock. Umbriel consists mainly of ice with a substantial fraction of rock, and may be differentiated into a rocky core and an icy mantle. The surface is the darkest among Uranian moons, and appears to have been shaped primarily by impacts. However, the presence of canyons suggests early endogenic processes, and the moon may have undergone an early endogenically driven resurfacing event that obliterated its older surface. Covered by numerous impact craters reaching 210 km (130 mi) in diameter, Umbriel is the second most heavily cratered satellite of Uranus after Oberon. The most prominent surface feature is a ring of bright material on the floor of Wunda crater. This moon, like all moons of Uranus, probably formed from an accretion disk that surrounded the planet just after its formation. The Uranian system has been studied up close only once, by the spacecraft Voyager 2 in January 1986. It took several images of Umbriel, which allowed mapping of about 40% of the moon's surface. ## Discovery and name Umbriel, along with another Uranian satellite, Ariel, was discovered by William Lassell on October 24, 1851. Although William Herschel, the discoverer of Titania and Oberon, claimed at the end of the 18th century that he had observed four additional moons of Uranus, his observations were not confirmed and those four objects are now thought to be spurious. All of Uranus's moons are named after characters created by William Shakespeare or Alexander Pope. The names of all four satellites of Uranus then known were suggested by John Herschel in 1852 at the request of Lassell. Umbriel is the "dusky melancholy sprite" in Alexander Pope's The Rape of the Lock, and the name suggests the Latin umbra, meaning shadow. The moon is also designated Uranus II. ## Orbit Umbriel orbits Uranus at the distance of about 266,000 km (165,000 mi), being the third farthest from the planet among its five major moons. Umbriel's orbit has a small eccentricity and is inclined very little relative to the equator of Uranus. Its orbital period is around 4.1 Earth days, coincident with its rotational period. In other words, Umbriel is a synchronous or tidally locked satellite, with one face always pointing toward its parent planet. Umbriel's orbit lies completely inside the Uranian magnetosphere. This is important, because the trailing hemispheres of airless satellites orbiting inside a magnetosphere (like Umbriel) are struck by magnetospheric plasma, which co-rotates with the planet. This bombardment may lead to the darkening of the trailing hemispheres, which is actually observed for all Uranian moons except Oberon (see below). Umbriel also serves as a sink of the magnetospheric charged particles, which creates a pronounced dip in energetic particle count near the moon's orbit as observed by Voyager 2 in 1986. Because Uranus orbits the Sun almost on its side, and its moons orbit in the planet's equatorial plane, they (including Umbriel) are subject to an extreme seasonal cycle. Both northern and southern poles spend 42 years in complete darkness, and another 42 years in continuous sunlight, with the Sun rising close to the zenith over one of the poles at each solstice. The Voyager 2 flyby coincided with the southern hemisphere's 1986 summer solstice, when nearly the entire northern hemisphere was unilluminated. Once every 42 years, when Uranus has an equinox and its equatorial plane intersects the Earth, mutual occultations of Uranus's moons become possible. In 2007–2008 a number of such events were observed including two occultations of Titania by Umbriel on August 15 and December 8, 2007 as well as of Ariel by Umbriel on August 19, 2007. Currently Umbriel is not involved in any orbital resonance with other Uranian satellites. Early in its history, however, it may have been in a 1:3 resonance with Miranda. This would have increased Miranda's orbital eccentricity, contributing to the internal heating and geological activity of that moon, while Umbriel's orbit would have been less affected. Due to Uranus's lower oblateness and smaller size relative to its satellites, its moons can escape more easily from a mean motion resonance than those of Jupiter or Saturn. After Miranda escaped from this resonance (through a mechanism that probably resulted in its anomalously high orbital inclination), its eccentricity would have been damped, turning off the heat source. ## Composition and internal structure Umbriel is the third-largest and fourth-most massive of the Uranian moons. Although Umbriel is the 13th-largest moon in the Solar System, it is only the 14th-most massive. The moon's density is 1.39 g/cm<sup>3</sup>, which indicates that it mainly consists of water ice, with a dense non-ice component constituting around 40% of its mass. The latter could be made of rock and carbonaceous material including heavy organic compounds known as tholins. The presence of water ice is supported by infrared spectroscopic observations, which have revealed crystalline water ice on the surface of the moon. Water ice absorption bands are stronger on Umbriel's leading hemisphere than on the trailing hemisphere. The cause of this asymmetry is not known, but it may be related to the bombardment by charged particles from the magnetosphere of Uranus, which is stronger on the trailing hemisphere (due to the plasma's co-rotation). The energetic particles tend to sputter water ice, decompose methane trapped in ice as clathrate hydrate and darken other organics, leaving a dark, carbon-rich residue behind. Except for water, the only other compound identified on the surface of Umbriel by the infrared spectroscopy is carbon dioxide, which is concentrated mainly on the trailing hemisphere. The origin of the carbon dioxide is not completely clear. It might be produced locally from carbonates or organic materials under the influence of the energetic charged particles coming from the magnetosphere of Uranus or the solar ultraviolet radiation. This hypothesis would explain the asymmetry in its distribution, as the trailing hemisphere is subject to a more intense magnetospheric influence than the leading hemisphere. Another possible source is the outgassing of the primordial CO<sub>2</sub> trapped by water ice in Umbriel's interior. The escape of CO<sub>2</sub> from the interior may be a result of past geological activity on this moon. Umbriel may be differentiated into a rocky core surrounded by an icy mantle. If this is the case, the radius of the core (317 km) is about 54% of the radius of the moon, and its mass is around 40% of the moon's mass—the parameters are dictated by the moon's composition. The pressure in the center of Umbriel is about 0.24 GPa (2.4 kbar). The current state of the icy mantle is unclear, although the existence of a subsurface ocean is considered unlikely. ## Surface features Umbriel's surface is the darkest of the Uranian moons, and reflects less than half as much light as Ariel, a sister satellite of similar size. Umbriel has a very low Bond albedo of only about 10% as compared to 23% for Ariel. The reflectivity of the moon's surface decreases from 26% at a phase angle of 0° (geometric albedo) to 19% at an angle of about 1°. This phenomenon is called opposition surge. The surface of Umbriel is slightly blue in color, while fresh bright impact deposits (in Wunda crater, for instance) are even bluer. There may be an asymmetry between the leading and trailing hemispheres; the former appears to be redder than the latter. The reddening of the surfaces probably results from space weathering from bombardment by charged particles and micrometeorites over the age of the Solar System. However, the color asymmetry of Umbriel is likely caused by accretion of a reddish material coming from outer parts of the Uranian system, possibly, from irregular satellites, which would occur predominately on the leading hemisphere. The surface of Umbriel is relatively homogeneous—it does not demonstrate strong variation in either albedo or color. Scientists have so far recognized only one class of geological feature on Umbriel—craters. The surface of Umbriel has far more and larger craters than do Ariel and Titania. It shows the least geological activity. In fact, among the Uranian moons only Oberon has more impact craters than Umbriel. The observed crater diameters range from a few kilometers at the low end to 210 kilometers for the largest known crater, Wokolo. All recognized craters on Umbriel have central peaks, but no crater has rays. Near Umbriel's equator lies the most prominent surface feature: Wunda crater, which has a diameter of about 131 km. Wunda has a large ring of bright material on its floor, which may be an impact deposit or a deposit of pure carbon dioxide ice, which formed when the radiolytically formed carbon dioxide migrated from all over the surface of Umbriel and then got trapped in relatively cold Wunda. Nearby, seen along the terminator, are the craters Vuver and Skynd, which lack bright rims but possess bright central peaks. Study of limb profiles of Umbriel revealed a possible very large impact feature having the diameter of about 400 km and depth of approximately 5 km. Much like other moons of Uranus, the surface of Umbriel is cut by a system of canyons trending northeast–southwest. They are not, however, officially recognized due to the poor imaging resolution and generally bland appearance of this moon, which hinders geological mapping. Umbriel's heavily cratered surface has probably been stable since the Late Heavy Bombardment. The only signs of the ancient internal activity are canyons and dark polygons—dark patches with complex shapes measuring from tens to hundreds of kilometers across. The polygons were identified from precise photometry of Voyager 2'''s images and are distributed more or less uniformly on the surface of Umbriel, trending northeast–southwest. Some polygons correspond to depressions of a few kilometers deep and may have been created during an early episode of tectonic activity. Currently there is no explanation for why Umbriel is so dark and uniform in appearance. Its surface may be covered by a relatively thin layer of dark material (so called umbral material) excavated by an impact or expelled in an explosive volcanic eruption. Alternatively, Umbriel's crust may be entirely composed of the dark material, which prevented formation of bright features like crater rays. However, the presence of the bright feature within Wunda seems to contradict this hypothesis. ## Origin and evolution Umbriel is thought to have formed from an accretion disc or subnebula; a disc of gas and dust that either existed around Uranus for some time after its formation or was created by the giant impact that most likely gave Uranus its large obliquity. The precise composition of the subnebula is not known; however, the higher density of Uranian moons compared to the moons of Saturn indicates that it may have been relatively water-poor. Significant amounts of nitrogen and carbon may have been present in the form of carbon monoxide (CO) and molecular nitrogen (N<sub>2</sub>) instead of ammonia and methane. The moons that formed in such a subnebula would contain less water ice (with CO and N<sub>2</sub> trapped as clathrate) and more rock, explaining the higher density. Umbriel's accretion probably lasted for several thousand years. The impacts that accompanied accretion caused heating of the moon's outer layer. The maximum temperature of around 180 K was reached at the depth of about 3 km. After the end of formation, the subsurface layer cooled, while the interior of Umbriel heated due to decay of radioactive elements present in its rocks. The cooling near-surface layer contracted, while the interior expanded. This caused strong extensional stresses in the moon's crust, which may have led to cracking. This process probably lasted for about 200 million years, implying that any endogenous activity ceased billions of years ago. The initial accretional heating together with continued decay of radioactive elements may have led to melting of the ice if an antifreeze like ammonia (in the form of ammonia hydrate) or some salt was present. The melting may have led to the separation of ice from rocks and formation of a rocky core surrounded by an icy mantle. A layer of liquid water (ocean) rich in dissolved ammonia may have formed at the core–mantle boundary. The eutectic temperature of this mixture is 176 K. The ocean, however, is likely to have frozen long ago. Among Uranian moons Umbriel was least subjected to endogenic resurfacing processes, although it may like other Uranian moons have experienced a very early resurfacing event. ## Exploration So far the only close-up images of Umbriel have been from the Voyager 2 probe, which photographed the moon during its flyby of Uranus in January 1986. Since the closest distance between Voyager 2'' and Umbriel was 325,000 km (202,000 mi), the best images of this moon have a spatial resolution of about 5.2 km. The images cover about 40% of the surface, but only 20% was photographed with the quality required for geological mapping. At the time of the flyby the southern hemisphere of Umbriel (like those of the other moons) was pointed towards the Sun, so the northern (dark) hemisphere could not be studied. No other spacecraft has ever visited Uranus or its moons. ## See also - List of natural satellites