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York County, Maine, Tercentenary half dollar
1,055,238,963
Commemorative fifty-cent coin struck by the United States Mint
[ "1936 establishments in the United States", "Currencies introduced in 1936", "Early United States commemorative coins", "Economy of York County, Maine", "Fifty-cent coins", "Sun on coins", "Tricentennial anniversaries" ]
The York County, Maine, Tercentenary half dollar is a 50-cent commemorative coin minted in 1936 to mark the tercentenary (300th anniversary) of the founding of York County, Maine. The obverse shows Brown's Garrison, the fort around which York County was formed, while the reverse depicts the county's arms. A commemorative coin craze in 1936 saw some coins authorized by the United States Congress that were of mainly local significance; the York County issue was one of these. Legislation permitting the half dollar passed Congress without opposition in the first half of 1936. Maine artist Walter H. Rich designed the issue; his work has garnered mixed praise and dislike from numismatic authors. The committee in charge of selling the coins to the public asked that the maximum issue of 30,000 coins be struck, but for uncertain reasons, the Philadelphia Mint struck only 25,000 for public sale. Fewer than 19,000 had been sold by 1937, more than half to Mainers; the rest were sold in the 1950s. As of 2020, the York County half dollar catalogs for around \$200, depending on condition. ## Background and inception The first European settlement in what is now Maine was at Saco in 1631, where the fortification known as Brown's Garrison was built. In 1636, York County was formed, the first and southernmost county in Maine and one of the oldest political units in the United States. Sparked by low-mintage issues which appreciated in value, the market for United States commemorative coins spiked in 1936. Until 1954, the entire mintage of such issues was sold at face value by the government to a group authorized by Congress, who then tried to sell the coins at a profit to the public. The new pieces then entered the secondary market, and in early 1936 all earlier commemoratives sold at a premium to their issue prices. The apparently easy profits to be made by purchasing and holding commemoratives attracted many to numismatics, and they sought to purchase the new issues. Congress authorized a large number of commemorative coins in 1936; no fewer than fifteen new issues were struck, each authorized by legislation. At the request of the groups authorized to purchase them, several coins minted in prior years were produced again dated 1936, longest-lived among them the Oregon Trail Memorial half dollar, first struck in 1926. The York County, Maine, Tercentenary half dollar was one of several early commemoratives issued despite being mostly of local, not national, significance. The commemorative was approved largely due to the connections that many of the coin's sponsors had, including numismatist Walter P. Nichols, who was at the time the Treasurer of the Committee for Commemoration of the Founding of York County. The bill authorizing its minting passed at the height of the speculative market in commemorative coins. Rick Sear, in a 2011 article, wrote, "By 1936, thanks to enabling legislations put forth by accommodating Congressmen, it was possible—or nearly so—to get a coin struck to observe a town picnic ... Although there was no paper trail showing payoffs from local promoters, the fix was in and hardly anyone cared. The national response to and interest in York County's 300th anniversary could generously be described as, 'Huh?'" According to numismatic author Arlie Slabaugh, "of the many bills introduced in Congress for half dollars to commemorate 'local' places or events this is one that managed to pass. Important as York County is to the State of Maine, I regret there is very little that can be said about this commemorative that will have important significance to someone in a distant state." As Anthony Swiatek and Walter Breen put it in their volume on commemorative coins, "aside from the Fort Vancouver issue, this is probably the most obscure local-pride celebration to be honored by a commemorative coin. York County, Maine, is the oldest and southernmost county in the state, but we know of no event of national significance originating there." ## Legislation A bill to authorize a York County half dollar was introduced into the United States Senate on May 8, 1936 by Senator Wallace H. White of Maine. It was referred to the Committee on Banking and Currency. That committee reported back on May 21, 1936, through Alva B. Adams of Colorado. Senator Adams had heard of the commemorative coin abuses of the mid-1930s, with low mintages effectively unavailable to the collector, or issuers increasing the number of coins needed for a complete set by having them issued at different mints with different mint marks; and had held hearings on this on March 11, 1936. Thus, the committee report noted that the original bill had been amended "with the standardized amendments which have been adopted as a legislative policy" by the committee, including requiring an issue of not less than 25,000 coins, and limiting issuance to a single mint, to be selected by the Director of the Mint. A parallel House bill had been introduced by Simon M. Hamlin of Maine on May 12. That bill garnered a favorable report from the Committee on Coinage, Weights, and Measures, to which it had been referred, and Andrew Somers of New York reported it back to the House on May 29, recommending that the bill pass. That bill was brought to the House floor on June 15, 1936, but unanimous consent was required for its consideration and John Taber of New York objected. The Senate bill, with the recommended amendments, was passed without debate or dissent on June 1, 1936. The House of Representatives considered the bill, on Somers's motion, on June 20. That day was the final day of the session, and an exceptionally busy day in Congress. A housing and slum clearance bill was pending in the House, but languishing in committee, and Ohio's Stephen M. Young initially objected, stating that the House should be devoting its time to important bills, not proposals for the coinage of half dollars. Somers asked him to withdraw his objection, joined by Bertrand H. Snell of New York, who stated that if Young pressed his objection to this after there being no objection to the many other bills that had been passed, then "I give notice that there will be a lot of other things objected to". Young withdrew his objection, and the bill passed without further debate or dissent. It was enacted into law with the signature of President Franklin D. Roosevelt on June 29, 1936, authorizing 30,000 York County half dollars, of which no less than 25,000 could be issued at any one time. ## Preparation Little information exists on the preparation of the coinage designs for the York County half dollar. The Committee for the Commemoration of the Founding of York County, in charge of making the arrangements for the half dollar, chose Portland artist Walter H. Rich to create the designs. He based the obverse, which depicts Brown's Garrison, on a sketch published in the book The Proprietors of Saco (1931) by Frank C. Deering, and the reverse on the seal of York County. Numismatic author Don Taxay suggested that the Commission of Fine Arts (CFA), to whom Rich's designs were submitted, was overworked with the many commemorative coins authorized in 1936, and could devote only scant attention to the York County piece. The commission was charged by a 1921 executive order by President Warren G. Harding with rendering advisory opinions on public artworks, including coins. On July 24, 1936, the CFA's secretary, H.R. Caemmerer, wrote to Assistant Director of the Mint Mary M. O'Reilly that the CFA had met with Rich a week earlier and had approved the designs on condition slight changes to the style of the lettering were made. On August 1, the Boston Advertiser reported that final approval had been made by Treasury Secretary Henry Morgenthau. The sculpting for the coin's design was done by G. S. Pacetti Company of Boston, in brass rather than the usual plaster, while the dies were reduced from the models by New York City's Medallic Art Company. According to Nichols, this was the first time models had been made in brass for a U.S. coin, and provoked much favorable comment. ## Design As Rich's designs were sculpted in metal rather than the usual plaster, the design has an unusually flat relief more reminiscent of later (late 20th century onward) designs. The obverse depicts the area of the first European settlement in Maine, with Brown's Garrison, the Saco River and four sentries before the fort, with one of them mounted. This made the York County half dollar the third U.S. coin to depict a horse, after the Lafayette dollar (dated 1900) and the Stone Mountain Memorial half dollar (1925). Beyond the fort is the rising sun, and amid the rays is the word LIBERTY; below the fort is seen the motto E PLURIBUS UNUM. Around the design are seen the name of the issuing nation and the coin's denomination. On the reverse, the presence of a cross in the York County seal makes this half dollar one of only two U.S. coins (with the 1934 Maryland Tercentenary half dollar) to depict a cross as part of the design. The pine tree in the shield's upper left symbolizes the state of Maine. The anniversary dates are to either side of the shield, with IN GOD WE TRUST below it and YORK COUNTY FIRST COUNTY IN MAINE surrounding the shield. W.H.R., the designer's initials, appear incuse near the lower border. Taxay deemed the York County half dollar inferior to the other commemorative coin approved the same day by President Roosevelt, the San Francisco–Oakland Bay Bridge half dollar. In part, he blamed the "amateurish rendering of Brown's Garrison" used for the obverse, "but the tedious background and oversized border inscriptions are less excusable, even granted that Rich was a wildlife painter and not a professional sculptor." Coin dealer B. Max Mehl, in his 1937 work on commemoratives, disliked the York County half dollar. "The design reminds me more of a medal than coin and in my humble opinion would hardly win a beauty prize". David Bullowa in 1938 noted that the coin resembled the Fort Vancouver piece, and stated that the York County coin had been criticized as being too plain, though he thought this might have been due to the large inscriptions surrounding the designs. Stuart Mosher, writing in 1940, thought the obverse design was "splendid". William F. Sheehan defended the York County half in an article in the January 1975 issue of The Numismatist. He suggested that the coin, with its broad rims, was meant to evoke the colonial coinage of Massachusetts, of which Maine was long a part, such as the pine tree shilling. "It is said that concerning taste there is no arguing. If beauty is in the eye of the beholder, then those who see in the York County half dollar a harmonious union of motifs from English colonial coinage will see a swan instead of an ugly duckling whenever a York County half crosses their path." Art historian Cornelius Vermeule, in his volume on U.S. coins and medals, criticized the design of the York County half dollar: "few [coins] have deserved ashes and odium more than this". He deemed the designs "uninteresting to anyone outside the most parochial native antiquarian circles. The old device of the sun's rays fills the background above the buildings, and the placing of the conventional mottoes in the inner borders easily wins a grand prize for unimagination ... The total performance is pedestrian to an extreme. Rather than a design for a coin, it is more like a medallion for a bottle of vintage brandy." ## Release, distributing and collecting By letter dated July 21, 1936, the chairman of the Tercentenary Committee, George Wentworth, informed O'Reilly that his committee planned to deposit \$15,000 to pay for the authorized mintage of 30,000 half dollars, plus a sum to pay for the Mint's expenses in striking the coins. Despite this, the Philadelphia Mint in early August 1936 struck only 25,000 pieces, plus 15 more held by the Mint to be examined at the 1937 meeting of the annual Assay Commission. Senator White, in a March 15, 1937 letter to Mint Director Nellie Tayloe Ross, stated that the committee had erred, thinking only 25,000 pieces were authorized. He hoped that to support additional fundraising, the remaining 5,000 could be issued, dated 1937, but the Mint refused. The first 100 coins minted, along with a map that depicted "Olde York County Maine", were mounted in a glass case for presentation. Each was numbered corresponding to the order in which the coin was minted. Distribution of coins to the public was supervised by Nichols on behalf of the York County Commemorative Coin Commission. Ten thousand were put aside for Maine residents. The initial burst of enthusiasm saw the allocation for Mainers oversubscribed, and they were sold coins earmarked for out-of-staters. The price was \$1.50 for Mainers and \$1.65 (including postage) for those living elsewhere. When sales came to a halt in mid-1937, the Commission still had over 6,000 coins remaining. These were retained by the Commission and offered for sale in the 1950s at \$15.50 for ten coins; they quickly sold. With the exception of the first 100 coins, the commemoratives were sold in folding paper holders that depicted on their front cover black line drawings of Brown's Garrison and the York National Bank of Saco. Also included were slots to hold up to five more coins, as well as a tissue paper insert that read "We thank you for your interest in our commemorative half dollar, and extend to you the hospitality of York County, Maine. York County Commemorative Coin Commission." By 1940 the York piece sold for about \$1.25 in uncirculated condition, though this went up to \$2.50 by 1950, \$10 by 1960, and \$325 by 1985. The deluxe edition of R. S. Yeoman's A Guide Book of United States Coins, published in 2020, lists the coin for between \$160 and \$220, depending on condition. An exceptional specimen sold for \$7,475 in 2008. The original coin holder in which up to five York County half dollars were sent to purchasers are worth from \$50 to \$125, according to Swiatek (writing in 2012) and if accompanied by original insert up to \$150, depending on condition.
1,615,367
SMS Moltke
1,172,955,232
Battlecruiser of the German Imperial Navy
[ "1910 ships", "Maritime incidents in 1919", "Moltke-class battlecruisers", "Ships built in Hamburg", "World War I battlecruisers of Germany", "World War I warships scuttled at Scapa Flow" ]
SMS Moltke was the lead ship of the Moltke-class battlecruisers of the German Imperial Navy, named after the 19th-century German Field Marshal Helmuth von Moltke. Commissioned on 30 September 1911, the ship was the second battlecruiser of the Imperial Navy. Moltke, along with her sister ship Goeben, was an enlarged version of the previous German battlecruiser design, Von der Tann, with increased armor protection and two more main guns in an additional turret. Compared to her British rivals—the Indefatigable class—Moltke and her sister Goeben were significantly larger and better armored. The ship participated in most of the major fleet actions conducted by the German Navy during the First World War, including the Battles of Dogger Bank and Jutland in the North Sea in 1915 and 1916, respectively. She also took part in the Battle of the Gulf of Riga in 1915 and Operation Albion in 1917 in the Baltic. Moltke was damaged several times during the war: the ship was hit by heavy-caliber gunfire at Jutland, and torpedoed twice by British submarines while on fleet advances. Following the end of the war in 1918, Moltke, along with most of the High Seas Fleet, was interned at Scapa Flow pending a decision by the Allies as to the fate of the fleet. The ship met her end when she was scuttled, along with the rest of the High Seas Fleet in 1919 to prevent them from falling into Allied hands. The wreck of Moltke was raised in 1927 and scrapped at Rosyth from 1927 to 1929. ## Design As the German Kaiserliche Marine (Imperial Navy) continued in its arms race with the British Royal Navy in 1907, the Reichsmarineamt (Imperial Navy Office) considered plans for the battlecruiser that was to be built for the following year. An increase in the budget raised the possibility of increasing the caliber of the main battery from the 28 cm (11 in) guns used in the previous battlecruiser, SMS Von der Tann, to 30.5 cm (12 in), but Admiral Alfred von Tirpitz, the State Secretary of the Navy, opposed the increase, preferring to add a pair of 28 cm guns instead. The Construction Department supported the change, and ultimately two ships were authorized for the 1908 and 1909 building years; Moltke was the first, followed by Goeben. Moltke was 186.6 meters (612 ft 2 in) long overall, with a beam of 29.4 m (96 ft) and a draft of 9.19 m (30 ft 2 in) fully loaded. The ship displaced 22,979 t (22,616 long tons) normally, and 25,400 t (25,000 long tons) at full load. Moltke was powered by four Parsons steam turbines, with steam provided by twenty-four coal-fired Schulz-Thornycroft water-tube boilers. The propulsion system was rated at 51,289 shp (38,246 kW) and a top speed of 25.5 knots (47.2 km/h; 29.3 mph). At 14 knots (26 km/h; 16 mph), the ship had a range of 4,120 nautical miles (7,630 km; 4,740 mi). Her crew consisted on 43 officers and 1,010 enlisted men. The ship was armed with a main battery of ten 28 cm (11 in) SK L/50 guns mounted in five twin-gun turrets; of these, one was placed forward, two were en echelon amidships, and the other two were in a superfiring pair aft. Her secondary armament consisted of twelve 15 cm (5.9 in) SK L/45 guns placed in individual casemates in the central portion of the ship and twelve 8.8 cm (3.5 in) SK L/45 guns, also in individual mounts in the bow, the stern, and around the forward conning tower. She was also equipped with four 50 cm (19.7 in) submerged torpedo tubes, one in the bow, one in the stern, and one on each broadside. The ship's armor consisted of Krupp cemented steel. The belt was 280 mm (11 in) thick in the citadel where it covered the ship's ammunition magazines and propulsion machinery spaces. The belt tapered down to 76 mm (3 in) on either end. The deck was 25 to 76 mm (1 to 3 in) thick, sloping downward at the side to connect to the bottom edge of the belt. The main battery gun turrets had 230 mm (9.1 in) faces, and they sat atop barbettes that were equally thick. ## Service history ### Pre-war The contract for "Cruiser G" was awarded on 17 September 1908, and the keel was laid on 23 January 1909. Her launching was scheduled for 22 March 1910, but work was delayed somewhat and the ceremony took place on 7 April 1910. At the launching of the ship on 7 April 1910, Helmuth von Moltke the Younger christened her after his uncle, Helmuth von Moltke the Elder, the chief of staff of the Prussian and later German General Staff during the wars of German unification. On 11 September 1911, a crew composed of dockyard workers transferred the ship from Hamburg to Kiel through the Skagerrak. On 30 September, the ship was commissioned, under the command of Kapitän zur See (KzS—Captain at Sea) Ernst von Mann. She thereafter began sea trials, and though she had not yet formally entered service, the ship joined I Scouting Group, the fleet's main reconnaissance force. There she replaced the armored cruiser SMS Roon, which had been decommissioned on 22 September. In early November, the ships of I SG conducted a training cruise in the Kattegat; a serious storm forced Moltke to shelter in Uddevalla, Sweden, from 3 to 6 November. She spent the next several months completing her trials in the Danziger Bucht, and on 1 April 1912 the ship was pronounced ready for service. The navy had intended Moltke to become the flagship of I SG upon entering active service, but she instead received orders for a special voyage. In mid-1911, an American squadron had visited Kiel, and the Germans wanted to reciprocate by sending a group of German vessels to the United States. They selected Moltke and the light cruisers Stettin and Bremen. The latter was already stationed in the waters off South America, and was to meet Moltke and Stettin at their destination, as part of a temporary cruiser division commanded by Konteradmiral (KAdm—Rear Admiral) Hubert von Rebeur-Paschwitz. On 11 May, the two ships left Kiel, passed through the Canary Islands, and arrived off Cape Henry, Virginia, on 30 May, where Bremen joined them. The three ships then entered Hampton Roads on 3 June; the President of the United States, William Howard Taft, received the ships aboard the presidential yacht USS Mayflower. Also present was a contingent from the Atlantic Fleet. On 8–9 June, the ships sailed to New York City, where the crews were well-received by both local German clubs and the upper class. The ships departed New York on 13 June, Bremen sailing for Baltimore while Moltke and Stettin returned to Kiel. They arrived there on 24 June, and the following day, the cruiser squadron was dissolved. Moltke was the only German capital ship to ever visit the United States. In July 1912, Moltke escorted Kaiser Wilhelm II's yacht Hohenzollern to Russia to meet Czar Nicholas II. The voyage lasted from 4 to 6 July. Upon returning, Moltke's commander was replaced by KzS Magnus von Levetzow, and the ship began her tenure as flagship of I SG, under the command of Vizeadmiral (VAdm—Vice Admiral) Gustav Bachmann. At that time, the unit consisted of Moltke, Von der Tann, the armored cruiser Yorck, the light cruisers Stettin, Mainz, Kolberg, Cöln, Dresden, and Berlin, and the aviso Hela, then serving as a tender. The ships took part in the annual fleet maneuvers held in August and September, which concluded with a naval review for Kaiser Wilhelm II in the German Bight. On 19 September, Moltke was awarded the Kaiser's Schießpreis (Shooting Prize) for large cruisers. Moltke visited Malmö, Sweden, and took part in training exercises later that year. In December, the ship was dry docked in Wilhelmshaven for periodic maintenance that lasted until February 1913. While Moltke underwent maintenance, Bachmann transferred his flag to Yorck until 19 February, when he returned to Moltke. Upon returning to service, the ship took part in squadron and fleet training exercises in the KAttegat and the North Sea in February and March. On 14 March, Bachmann temporarily transferred back to Yorck before returning to Moltke on 1 May. By that time, Goeben and the new light cruiser Breslau had been sent to the Mediterranean Sea in response to the First Balkan War, Von der Tann was out of service for maintenance, Yorck had been decommissioned, and the new battlecruiser Seydlitz had not yet commissioned, leaving I SG under strength for the fleet maneuvers scheduled for May. The large armored cruiser Blücher, then serving as the artillery school training ship, was temporarily assigned to I SG to make up the shortfall. Following the maneuvers, the unit cruised with the rest of the High Seas Fleet from 15 July to 10 August, which included a lengthy visit to Norway. During this period, Moltke visited Lærdalsøyri, Norway, from 27 July to 3 August. After the unit returned home, Seydlitz joined it on 17 August. KAdm Franz Hipper replaced Bachmann as the unit commander on 30 September, though he did not arrive aboard the ship until 15 October, as he had been on vacation at the time. In November, Moltke was present for fleet exercises in the Baltic Sea. The ships of I SG conducted unit maneuvers in February 1914 in the North and Baltic Seas. In late March, the fleet assembled for another period of training exercises that lasted into early May. On 23 June, Hipper transferred his flag to Seydlitz. There was some consideration given to deploying Moltke to the Far East in order to replace the armored cruiser Scharnhorst, but the plan was abandoned when it became apparent that Goeben needed a major overhaul and would need to be replaced in the Mediterranean. Moltke was then scheduled to transfer to replace her sister ship, but this plan was interrupted by the outbreak of World War I in July. ### World War I #### Battle of Heligoland Bight Shortly after the outbreak of World War I, on 28 August 1914, Moltke participated in the Battle of Heligoland Bight. During the morning, British cruisers from the Harwich Force attacked the German destroyers patrolling the Heligoland Bight. Six German light cruisers—Cöln, Strassburg, Stettin, Frauenlob, Stralsund, and Ariadne—responded to the attack and inflicted serious damage to the British raiders. However, the arrival at approximately 13:37 of the British 1st Battlecruiser Squadron, under the command of Vice Admiral David Beatty, quickly put the German ships at a disadvantage. Along with the rest of the I Scouting Group battlecruisers, Moltke was stationed in the Wilhelmshaven Roads on the morning of the battle. By 08:50, Hipper had requested permission from Admiral Friedrich von Ingenohl, the commander of the High Seas Fleet, to send Moltke and Von der Tann to relieve the beleaguered German cruisers. Moltke was ready to sail by 12:10, but the low tide prevented the ships from being able to pass over the sand bar at the mouth of the Jade Estuary safely. At 14:10, Moltke and Von der Tann were able to cross the Jade bar; Hipper ordered the German cruisers to fall back to his ships, while Hipper himself was about an hour behind in the battlecruiser Seydlitz. At 14:25, the remaining light cruisers—Strassburg, Stettin, Frauenlob, Stralsund, and Ariadne—rendezvoused with the battlecruisers. Seydlitz arrived on the scene by 15:10, while Ariadne succumbed to battle damage and sank. Hipper ventured forth cautiously to search for the two missing light cruisers, Mainz and Cöln, which had already sunk. By 16:00, the German flotilla turned around to return to the Jade Estuary, arriving at approximately 20:23. #### Bombardment of Yarmouth On 2 November 1914, Moltke, Hipper's flagship Seydlitz, Von der Tann, and Blücher, along with four light cruisers, left the Jade Estuary and steamed towards the English coast. The flotilla arrived off Great Yarmouth at daybreak the following morning and bombarded the port, while the light cruiser Stralsund laid a minefield. The British submarine D5 responded to the bombardment, but struck one of the mines laid by Stralsund and sank. Shortly thereafter, Hipper ordered his ships to turn back to German waters. However, while Hipper's ships were returning to German waters, a heavy fog covered the Heligoland Bight, so the ships were ordered to halt until visibility improved so they could safely navigate the defensive minefields. Yorck left the Jade without permission, and while en route to Wilhelmshaven made a navigational error that led the ship into one of the German minefields. Yorck struck two mines and quickly sank; the coastal defense ship Hagen was able to save 127 men of the crew. #### Bombardment of Scarborough, Hartlepool, and Whitby It was decided by Ingenohl that another raid on the English coast was to be carried out, in the hopes of luring a portion of the Grand Fleet into combat, where it could be destroyed. At 03:20 on 15 December, Moltke, Seydlitz, Von der Tann, Derfflinger, and Blücher, along with the light cruisers Kolberg, Strassburg, Stralsund, and Graudenz, and two squadrons of torpedo boats left the Jade. The ships sailed north past the island of Heligoland, until they reached the Horns Reef lighthouse, at which point the ships turned west towards Scarborough. Twelve hours after Hipper left the Jade, the High Seas Fleet, consisting of 14 dreadnoughts and 8 pre-dreadnoughts and a screening force of 2 armored cruisers, 7 light cruisers, and 54 torpedo boats, departed to provide distant cover. 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 codebooks used by the German navy, along with navigational charts for the North Sea. These documents were then passed on to the Royal Navy. Room 40 began decrypting German signals, and on 14 December, intercepted messages relating to the plan to bombard Scarborough. However, the exact details of the plan were unknown, and it was assumed that the High Seas Fleet would remain safely in port, as in the previous bombardment. 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 the prospect of a nighttime torpedo attack, 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. Seydlitz, Moltke, and Blücher went north to shell Hartlepool, while Von der Tann and Derfflinger went south to shell Scarborough and Whitby. During the bombardment of Hartlepool, Moltke was struck by a 15.2 cm (6 in) shell from a coastal battery, which caused minor damage between decks, but no casualties. Blücher was hit six times and Seydlitz three times by the coastal battery. By 09:45 on the 16th, the two groups had reassembled, and they began to retreat eastward. By this time, Beatty's battlecruisers were in position to block Hipper's chosen egress 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 that 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 escape and alerted Hipper to the location of the British battlecruisers. The German battlecruisers wheeled to the northeast of the British forces and made good their escape. Both the British and the Germans were disappointed that they failed to effectively engage their opponents. Ingenohl's reputation suffered greatly as a result of his timidity. The captain of Moltke was furious; he stated that Ingenohl had turned back "because he was afraid of eleven 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, it became known that British ships were conducting reconnaissance in the Dogger Bank area. Ingenohl was initially reluctant to destroy these forces, because I Scouting Group was temporarily weakened while Von der Tann was in drydock for periodic maintenance. However, KAdm 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 his flag in Seydlitz, 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 were able to deduce 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 30 mi (48 km) 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 searchlight, 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, Lion opened fire on Blücher from a range of approximately 20,000 yards (18,300 m); 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 18,000 yards (15,460 m). 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 17,500 yards (16,000 m), 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. However, confusion aboard Tiger led the captain to believe he was to fire on Seydlitz, which left Moltke able to fire without distraction. At 10:40, one of Lion's 13.5 in (34 cm) shells struck Seydlitz causing nearly catastrophic damage that knocked out both of the rear turrets and killed 159 men. Disaster was averted when the executive officer ordered the flooding of both magazines to avoid a flash fire that would have destroyed the ship. By this time, the German battlecruisers had zeroed in on Lion and began scoring repeated hits. At 11:01, an 11 in (28 cm) shell from Seydlitz struck Lion and knocked out two of her dynamos. At 11:18, Lion was hit by two 12 in (30 cm) shells from Derfflinger, one of which struck the waterline and penetrated the belt, allowing seawater to enter the port feed tank. This shell eventually crippled Lion by forcing the ship to turn off its engines because of seawater contamination. By this time, Blücher was severely damaged after having been pounded by heavy shells. However, 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 from their pursuers. At this time, Lion's last operational dynamo failed, which dropped her speed to 15 knots. 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. By the time Beatty regained control over his ships, after having boarded Princess Royal, the German ships had too far a lead for the British to catch them; at 13:50, he broke off the chase. #### Battle of the Gulf of Riga On 3 August 1915, Moltke was transferred to the Baltic with I Reconnaissance Group (AG) to participate in the foray into the Riga Gulf. The intention was to destroy the Russian naval forces in the area, including the pre-dreadnought Slava, and to use the minelayer Deutschland to block the entrance to Moon Sound with naval mines. The German forces, under the command of now VAdm Hipper, included the four Nassau and four Helgoland-class battleships, the battlecruisers Moltke, Von der Tann, and Seydlitz, and a number of smaller craft. On 8 August, the first attempt to clear the gulf was made; the old battleships Braunschweig and Elsass kept Slava at bay while minesweepers cleared a path through the inner belt of mines. During this period, the rest of the German fleet remained in the Baltic and provided protection against other units of the Russian fleet. However, the approach of nightfall meant that Deutschland would be unable to mine the entrance to Moon Sound in time, and so the operation was broken off. On 16 August, a second attempt was made to enter the gulf. The dreadnoughts Nassau and Posen, four light cruisers, and 31 torpedo boats breached the defenses to the gulf. Nassau and Posen engaged in an artillery duel with Slava, resulting in three hits on the Russian ship that prompted her withdrawal. After three days, the Russian minefields had been cleared, and the flotilla entered the gulf on 19 August, but reports of Allied submarines in the area prompted a German withdrawal from the gulf the following day. Throughout the operation, Moltke remained in the Baltic and provided cover for the assault into the Gulf of Riga. On the morning of the 19th, Moltke was torpedoed by the British E-class submarine E1. The torpedo was not spotted until it was approximately 200 yards (183 m) away; without time to maneuver, the ship was struck in the bow torpedo room. The explosion damaged several torpedoes in the ship, but they did not detonate themselves. Eight men were killed, and 435 metric tons (428 long tons) of water entered the ship. The ship was repaired at Blohm & Voss in Hamburg, between 23 August and 20 September. In January 1916, KzS Johannes von Karpf relieved Levetzow as the ship's commander. #### Bombardment of Yarmouth and Lowestoft Moltke also took part in the bombardment of Yarmouth and Lowestoft on 24–25 April. Hipper was away on sick leave, so the German ships were under the command of KAdm Friedrich Boedicker. The German battlecruisers Derfflinger, Lützow, Moltke, Seydlitz and Von der Tann left the Jade Estuary at 10:55 on 24 April, and were supported by a screening force of six light cruisers and two torpedo boat flotillas. The heavy units of the High Seas Fleet 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 50-foot (15 m) hole in her hull, just abaft of the starboard broadside torpedo tube, allowing 1,400 short tons (1,250 long 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. The German battlecruisers destroyed two 6 in (15 cm) shore batteries and inflicted other damage to the town. In the process, a single 6 in shell from one of the shore batteries struck Moltke, but the ship sustained no significant damage. 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 13,000 yards (12,000 m). 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 Moltke, and the rest of Hipper's battlecruisers in I Scouting Group, lay anchored in the outer Jade Roads on the night of 30 May 1916. The following morning, at 02:00 CEST, the ships slowly steamed out towards the Skagerrak at a speed of 16 knots (30 km/h; 18 mph). Moltke was the fourth ship in the line of five, ahead of Von der Tann, and to the rear of Seydlitz. 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 under the command of Admiral Reinhard Scheer 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 5:00. ##### Run to the south Shortly before 16:00, Hipper's force encountered Beatty's battlecruiser squadron. The German ships were the first to open fire, at a range of approximately 15,000 yards (14,000 m). When the British ships began returning fire, confusion amongst 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. At 16:52, Moltke hit Tiger with two main gun shells, but neither of these hits caused any significant damage. Moltke then fired a further four shells, two of which hit simultaneously on the midships and after turrets, knocking both out for a significant period of the battle. Approximately 15 minutes later, the British battlecruiser Indefatigable was suddenly destroyed by Von der Tann. Shortly thereafter, Moltke fired four torpedoes at Queen Mary at a range between 11,500–10,400 yards (10,500–9,500 m). This caused the British line to fall into disarray, as the torpedoes were thought to have been fired by U-boats. At this point, Hipper's battlecruisers had come into range of the V Battle Squadron, composed of the new Queen Elizabeth-class battleships, which mounted powerful 15 in (38 cm) guns. At 17:06, Barham opened fire on Von der Tann. She was joined a few minutes later by Valiant, Malaya, and Warspite; the ships concentrated their fire on Von der Tann and Moltke. At 17:16, one of the 15 in shells from the fast battleships struck Moltke, where it pierced a coal bunker, tore into a casemate deck, and ignited ammunition stored therein. The explosion burned the ammunition hoist down to the magazine. Von der Tann and Moltke changed their speed and direction, which threw off the aim of the V Battle Squadron and earned the battered ships a short respite. While Moltke and Von der Tann were drawing the fire of the V Battle Squadron battleships, Seydlitz and Derfflinger were able to concentrate their fire on the British battlecruisers; between 17:25 and 17:30, at least five shells from Seydlitz and Derfflinger struck Queen Mary, causing a catastrophic explosion that destroyed the ship. Moltke's commander, Kapitän zur See von Karpf, remarked that "The enemy's salvos lie well and close; their salvos are fired in rapid succession, the fire discipline is excellent!" ##### Battlefleets engage 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. However, 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, while using his dreadnoughts and battlecruisers to cover their retreat 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. Moltke and the other battlecruisers followed the move, which put them astern of 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 John 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 Moltke, Von der Tann, Seydlitz, and Derfflinger 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 7,700 yards (7,040 m) of Colossus, at which point Scheer directed the ships to engage the lead ship of the British line. However, three minutes later, the German battlecruisers turned in retreat, covered by a torpedo boat attack. ##### Withdrawal A pause in the battle at dusk allowed Moltke 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 ready 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 8,500 yards (7,800 m) before opening fire at 20:20. The attack from the British battlecruisers completely surprised Hipper, who had been in the process of boarding Moltke from the torpedo boat G39. 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 behind the battlecruisers, and prevented the British ships from pursuing the German battlecruisers when they turned southward. The British battlecruisers opened fire on the old battleships; the German ships turned southwest to bring all of their guns to bear against the British ships. By 22:15, Hipper was finally able to transfer to Moltke, and then ordered his ships to steam at 20 knots (37 km/h; 23 mph) towards the head of the German line. However, only Moltke and Seydlitz were in condition to comply; Derfflinger and Von der Tann could make at most 18 knots, and so these ships lagged behind. Moltke and Seydlitz were in the process of steaming to the front of the line when the ships passed close to Stettin, which forced the ship to drastically slow down to avoid collision. This forced Frauenlob, Stuttgart, and München to turn to port, which led them into contact with the 2nd Light Cruiser Squadron; at a range of 800 yards (730 m), the cruisers on both sides pummeled each other. KADm Ludwig von Reuter decided to attempt to lure the British cruisers towards Moltke and Seydlitz. However, nearly simultaneously, the heavily damaged British cruisers broke off the attack. As the light cruisers were disengaging, a torpedo fired by Southampton struck Frauenlob, and the ship exploded. The German formation fell into disarray, and in the confusion, Seydlitz lost sight of Moltke. Seydlitz was no longer able to keep up with Moltke's 22 knots (41 km/h; 25 mph), and so detached herself to proceed to the Horns Reef lighthouse independently. By 23:30 on her own, Moltke encountered four British dreadnoughts, from the rear division of the 2nd Battle Squadron. Karpf ordered the ship to swing away, hoping he had not been detected. The British ships in fact had seen Moltke, but had decided to not open fire in order to not reveal their location to the entire German fleet. At 23:55, and again at 00:20, Karpf tried to find a path through the British fleet, but both times was unable to do so. It was not until 01:00, after having steamed far ahead of the Grand Fleet, that Moltke was able to make good her escape. Close to the end of the battle, at 03:55, Hipper transmitted a report to Scheer informing him of the tremendous damage his ships had suffered. By that time, Derfflinger and Von der Tann each had only two guns in operation, Moltke was flooded with 1,000 tons of water, 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 harbour by the Commander-in-Chief, while he himself determined to await developments off Horns Reef with the battlefleet." During the course of the battle, Moltke had hit Tiger 13 times, and was hit herself 4 times, all by 15 in (38 cm) shells. The No. 5 starboard 15 cm gun was struck by one of the 15 in shells and put out of action for the remainder of the battle. The ship suffered 16 dead and 20 wounded, the majority of which were due to the hit on the 15 cm gun. Flooding and counter-flooding efforts caused 1,000 tons of water to enter the ship. #### Later operations On 6 June, Hipper transferred his flag back to Moltke, which was under repair from 7 June to 30 July in Hamburg. The ship thereafter conducted training exercises in the Baltic before being pronounced for active service on 14 August. Four days later, she took part in the fleet advance on 18–19 August During the operation, I Scouting Group was to bombard the coastal town of Sunderland in an attempt to draw out and destroy Beatty's battlecruisers. As Moltke was one of only two remaining German battlecruisers still in fighting condition in the Group (Von der Tann being the other), three dreadnoughts were assigned to the Group for the operation: Markgraf, Grosser Kurfürst, and the newly commissioned Bayern. Scheer and the rest of the High Seas Fleet, with 15 dreadnoughts of its own, would trail behind and provide cover. The British were aware of the German plans and sortied the Grand Fleet to meet them. By 14:35, Scheer had been warned of the Grand Fleet's approach and, unwilling to engage the whole of the Grand Fleet just 11 weeks after the decidedly close call at Jutland, turned his forces around and retreated to German ports. In September 1916, Karpf left Moltke and KzS Hans Gygas assumed command of the ship, and remained her captain through the end of the war. Moltke took part in another operation in the North Sea on 25–26 September, still with Hipper aboard. She and the rest of I SG served as the covering force for a sweep by II Scouting Group in the direction of Terschelling. On 20 October, Hipper departed the ship. Between September and October 1917, the ship took part in Operation Albion supporting the German invasion of the Russian islands of Ösel, Dagö, and Moon (in present-day Estonia). Following the successful operation in the Baltic, Moltke was detached to support II Scouting Group (II AG), but did not actively participate in the Second Battle of Heligoland Bight. Late 1917 saw the High Seas Fleet beginning to conduct anti-convoy raids in the North Sea between Britain and Norway. In October and December 1917, two British convoys to Norway were intercepted and destroyed by German cruisers and destroyers, prompting Beatty, now the Commander in Chief of the Grand Fleet, to detach several battleships and battlecruisers to protect 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. At 05:00 on 23 April 1918, the High Seas Fleet left harbor with the intention of intercepting one of the heavily escorted convoys. Wireless radio traffic was kept to a minimum to prevent the British from learning of the operation. At 05:10 on 24 April, Moltke suffered machinery failure: the starboard propeller had fallen off the shaft, and before the turbine could be stopped, a gear wheel was destroyed. The destroyed wheel flung pieces of steel into an auxiliary condenser, which flooded the engine room and stopped the operation of the center and starboard engines. Saltwater entered the boilers, reducing the ship's speed to a mere four knots; by 08:45, the captain of Moltke reported to Scheer that his ship was "out of control", and that the ship would need to be towed. At 09:38, the cruiser Strassburg attempted to take the ship under tow, but was unable to do so. At 10:13, the dreadnought Oldenburg was detached from the battle fleet to tow Moltke back to port. At 14:10, the convoy had still not yet been located, and so Scheer turned the High Seas Fleet back towards German waters. By 17:10, Moltke's engines had been repaired, and the ship was able to steam at a speed of 17 knots. At 19:37, the British submarine E42 spotted the ship and fired a torpedo into Moltke. The ship took in 1,800 tons of water, but was able to reach harbor under her own power. Repairs were carried out in Wilhelmshaven in the Imperial Dockyard, between 30 April and 9 September 1918. Following repairs, Moltke took part in training operations in the Baltic from 19 September to 3 October. Starting on 1 November, the ship served as I Scouting Group flagship for Reuter, after the battlecruiser Hindenburg had gone into dry dock for repairs. ### Fate Moltke 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 their base in Wilhelmshaven to engage the British Grand Fleet; Scheer—by now the Großadmiral (Grand Admiral) 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. However, while the fleet was consolidating in Wilhelmshaven, war-weary sailors began deserting en masse. As Von der Tann and Derfflinger 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 on several battleships mutinied; three ships from III Squadron refused to weigh anchor, and acts of sabotage were committed on board the battleships Thüringen and Helgoland. The order to sail was rescinded in the face of this open revolt. In early November 1918, the German Revolution began; it led to the Armistice that ended the war and it toppled the monarchy. Moltke was surrendered with the rest of the High Seas Fleet on 24 November 1918 and interned at Scapa Flow, under the command of Kapitänleutnant Wollante. Believing that the Treaty of Versailles had been signed and his fleet was about to be seized by the British, Reuter ordered the scuttling of the High Seas Fleet on 21 June 1919, while the British Grand Fleet was away on exercises. The ship sank in two hours and fifteen minutes. Moltke was raised in 1927 and scrapped at Rosyth in 1929.
3,433,767
Australasian Antarctic Expedition
1,171,987,454
Expedition to Antarctica led by Douglas Mawson, 1911–1914
[ "1911 in Antarctica", "1912 in Antarctica", "1913 in Antarctica", "1914 in Antarctica", "Antarctic expeditions", "Australasia", "Australasian Antarctic Expedition", "Expeditions from New Zealand", "Heroic Age of Antarctic Exploration", "History of the Ross Dependency", "New Zealand and the Antarctic" ]
The Australasian Antarctic Expedition was a 1911–1914 expedition headed by Douglas Mawson that explored the largely uncharted Antarctic coast due south of Australia. Mawson had been inspired to lead his own venture by his experiences on Ernest Shackleton's Nimrod expedition in 1907–1909. During its time in Antarctica, the expedition's sledging parties covered around 4,180 kilometres (2,600 mi) of unexplored territory, while its ship, , navigated 2,900 kilometres (1,800 mi) of unmapped coastline. Scientific activities included meteorological measurements, magnetic observations, an expansive oceanographic program, and the collection of many biological and geological samples, including the discovery of the first meteorite found in Antarctica. The expedition was the first to establish and maintain wireless contact between Antarctica and Australia. Another planned innovation – the use of an aircraft – was thwarted by an accident before the expedition sailed. The plane's fuselage was adapted to form a motorised sledge or "air-tractor", but it proved to be of very limited usefulness. The expedition was organised into three bases: one on the sub-Antarctic Macquarie Island and two on the Antarctic mainland. The main base, under Mawson's command, was set up at Cape Denison, about 500 kilometres (300 mi) west of Cape Adare, and a western base under Frank Wild was established on the Shackleton Ice Shelf, more than 2,400 kilometres (1,500 mi) west of Cape Denison. Activities at both mainland bases were hampered by extreme winds, which often made outside work impossible. The expedition was marred by the deaths of two members during an attempt to reach Oates Land: Belgrave Edward Ninnis, who fell into a crevasse, and Xavier Mertz, who died on the harrowing return journey. Mawson, their sledging partner, was then forced to make an arduous solo trek back to base; he missed the ship, and had to spend an extra year at Cape Denison, along with a relief party of six. This sojourn was made difficult by the mental breakdown of Sidney Jeffryes, the wireless operator. When Mawson returned from Antarctica, he was given a hero's welcome and received many honours, including a knighthood. The scientific studies provided copious, detailed data – which took thirty years to completely publish – and the expedition's broad exploration program laid the groundwork for Australia's later territorial claims in Antarctica. ## Background In January 1909, a three-man party from Ernest Shackleton's Nimrod expedition calculated that they had reached the South Magnetic Pole. The party included a young Australian geologist, Douglas Mawson, who, inspired by his experiences, came home with thoughts of organising his own expedition. His particular interest lay not in the South Pole, but in investigating the Antarctic lands west of Cape Adare, immediately to the south of Australia. That coast had been indeterminately explored in the 1840s by the French under Dumont D'Urville and by the American Charles Wilkes, but had not been visited since. In January 1910, in London, Mawson met Robert Falcon Scott, who was then preparing his Terra Nova expedition. Mawson proposed that he should join this expedition as the head of an independent team, based at Cape Adare. Although Scott was interested, they were unable to agree on the scope of Mawson's responsibilities. Shackleton, who was in London investigating the possibility of organising and financing an expedition of his own, suggested to Mawson that he could act as its chief scientist. While Shackleton raised funds by lecturing in America, Mawson was dispatched to investigate the possibility of purchasing and developing a goldmine in Hungary. As the proposition looked doubtful, Mawson hurried across the Atlantic to brief Shackleton and to check that he was still committed to the expedition. On 16 May, Shackleton issued a statement confirming Mawson's position as chief scientist, adding that, should he (Shackleton) be unable to accompany the expedition, "D. Mawson will be in charge, and I shall still use my influence ... in regard to raising the necessary funds". With this assurance, Mawson returned to Australia. Mawson's feelings of uncertainty were renewed as months of silence followed; Shackleton was still trying to float the gold mining venture and struggling to raise funds for the expedition. Finally, on 1 December, Shackleton confirmed that he would not be going but would, as promised, give Mawson his full support. ## Preparations ### Aims In January 1911, Mawson revealed his plans at a meeting of the Australasian Association for the Advancement of Science (AAAS). He intended to operate in the Antarctic coastal arc between Cape Adare in the east, and Gaussberg in the west. Within these bounds, Mawson said, lay territory "of whose outline and glacial features [only] the barest evidence has been furnished". A full scientific and geographical investigation of these lands would be accompanied by a ship-based oceanographic program. The AAAS responded enthusiastically. A committee was formed under the chairmanship of Professor Edgeworth David of the University of Sydney (who had stood with Mawson at the South Magnetic Pole), and Mawson soon acquired the backing of the scientific and political communities, as well as pledges of financial support from leading industrialists. Assured that his expedition was now safely launched, Mawson travelled to London to begin practical arrangements. Mawson's original intention had been to set up his main shore base at Cape Adare and establish others further west. He felt it necessary to modify this arrangement when, in March 1911, he learned that Scott's expedition was sending a northern party to the Cape Adare region. As a consequence, he decided to place his main base well to the west of the cape, in uncharted territory. ### Ship and equipment In London, in search of a suitable ship, Mawson sought the help of John King Davis, to whom he offered the post of ship's master and second-in-command of the expedition. Davis had served as Nimrod's chief officer during Shackleton's recent expedition and had acted as its captain on the voyage back to England. He accepted Mawson's offer without hesitation. Mawson hoped to secure one of the new Antarctic expedition ships – Scott's , Nimrod, or William Speirs Bruce's Scotia – but none of these was available. He finally settled on , an old Dundee whaler, built in 1876 to work in northern waters. In 1884, she had participated in the rescue efforts for American Arctic explorer Adolphus Greely's Lady Franklin Bay Expedition. The ship cost £6,000, which Mawson considered a bargain. Davis supervised an extensive refit, which included alterations to her rigging and much internal reorganisation to provide appropriate accommodation, laboratories and extra storage space. The specialist equipment required for the oceanographic program included two sounding machines: a No. 1 Lucas sounder for work in depths up to 10,970 metres (6,000 fathoms), lent to the expedition by Bruce, and a lighter Kelvin machine for use in shallower depths. Mawson also acquired a small monoplane from Vickers, for both its potential utility and its considerable publicity value. The plane was shipped to Australia, where it was badly damaged during a demonstration flight, whereupon Mawson abandoned the idea of an aircraft, removing the wings and adapting the fuselage body and engine to create a motor-sledge, known as the "air-tractor". Mawson's technological interests extended to the new field of wireless telegraphy. After discussions with the Commonwealth Meteorological Bureau, he decided to set up an extra base on Macquarie Island, at the midpoint between Tasmania and Antarctica, to act as a relay station for wireless messages between Antarctica and Australia. Establishing a base at Macquarie would have the additional benefit of allowing the first proper survey and scientific study of the island. ### Personnel Before returning to Australia, Mawson recruited "the oldest resident of Antarctica", the polar veteran Frank Wild, as leader of one of the proposed mainland bases. Wild had turned down an invitation to join Scott's expedition; he disliked Scott's rigidity, considering him "too much the navy man". Mawson also took on Belgrave Edward Ninnis, a 23-year-old lieutenant in the Royal Fusiliers whose father, also called Belgrave Ninnis, had accompanied the British Arctic Expedition of 1875–1876. Ninnis was to take charge of the expedition's fifty sledge dogs once they arrived from Greenland, even though he had no previous experience with dogs. He was to be assisted by another novice dog handler, Xavier Guillaume Mertz, a Swiss ski-jumping champion and mountaineer, whose skiing expertise Mawson thought would be an important asset. To preserve the expedition's predominantly Australasian character, Mawson recruited his science staff from the universities of Australia and New Zealand. In key positions were Eric Webb, a 22-year-old New Zealander who became chief magnetician, and Cecil Madigan, also 22, who was appointed as the main base's meteorologist. Madigan deferred a Rhodes Scholarship at Oxford University for a year to join the expedition. The decision to establish a wireless relay and scientific station on Macquarie Island meant the recruitment of a further five-man team. To command the station, Mawson appointed George Ainsworth from the Commonwealth Meteorological Bureau, along with two wireless technicians, a geologist and a biologist. As the expedition's photographer, Mawson was eventually persuaded to engage Frank Hurley who had offered his services for free as soon as he had heard Mawson was recruiting. ### Finance In accordance with his undertaking to support the expedition, Shackleton persuaded the press baron Lord Northcliffe to publish an appeal for funds in the Daily Mail. The appeal resulted in an immediate influx of money; more than £6,000 in two days. The British government gave £2,000, and, after a successful presentation by Mawson, the Royal Geographical Society contributed £500. All told, following the appeal, British sources provided an amount close to £10,000. In Australia, the federal government gave £5,000, and the state governments together provided £18,500. With private donations and the British money, the expedition's total funds rose to around £38,000, still some way short of its spending commitments, but enough to send it on its way. Fundraising efforts continued while the expedition was in the field. When the expedition was over and the ship and other assets had been sold off, the overall deficit, according to Mawson's accounting, was £4,462; this, he hoped, would be made up by royalties on the sale of the expedition book and from lecture fees. He estimated that a further £8,000 would be required to publish the scientific findings. The problems of meeting these financial obligations would preoccupy Mawson for many years. ## Expedition history ### Voyage south On 28 July 1911, Aurora – her deck teeming with the 48 dogs that had survived the trip from Greenland, laden with sledges and with more than 3,000 cases of stores on board – left London for Cardiff, where she loaded 500 tons of coal briquettes. She left Cardiff on 4 August, and arrived at Queens Wharf, Hobart, on 4 November, after a three-month voyage. In a flurry of activity, additional fuel, stores and equipment were taken aboard. Mawson chartered a steamer, SS Toroa, to carry part of the burden as far as Macquarie Island. After a series of farewell ceremonies and functions, Aurora was given a tumultuous dockside send-off from Hobart on 2 December. The passage to Macquarie Island was rough: waves repeatedly overwhelmed the ship, half-drowning the dogs and soaking the men. Part of Aurora's bridge was washed away, and the cargo stored above deck suffered damage. The bad weather finally abated, and they reached Macquarie Island on 13 December, where they were joined by Toroa soon afterwards. When Ainsworth's party and its equipment were established on land, Toroa returned to Hobart, and on 24 December, after carrying out survey work, Aurora sailed on south. Mawson's hopes of finding a suitable coastline to the west of Cape Adare were soon dashed. The coast remained hidden behind impenetrable ice, and the land reported by Wilkes in 1840 appeared to be non-existent. As the ship sailed further west, Mawson decided to reduce his land bases from three to two, by consolidating the proposed central base with the main base and placing Wild in charge of a single western base. On 8 January 1912, rounding a large glacier, they sailed into a gulf which Mawson later named Commonwealth Bay, and on further exploration they discovered a long sheltered inlet which they dubbed Boat Harbour. Here, a reconnaissance party found a rocky spot at a location which they named Cape Denison, after Hugh Denison, one of the expedition's early sponsors, and Mawson decided to establish the main base there. The work of unloading the ship, frequently interrupted by storms and winds, continued until 18 January. The next day, with time running short before the onset of winter, Aurora sailed away to find a suitable site for Wild's western base. ### Cape Denison #### First season: winter 1912 The main base quarters provided a spacious living space, 7.3 by 7.3 metres (24 by 24 ft), with an attached workshop and a wide verandah for storage and housing the dogs. Away from the main huts were smaller structures, used for magnetic observations. The party quickly discovered that their chosen location was an exceptionally windy spot; powerful katabatic winds swept down to the bay from the ice sheet, storms frequently pummelled the coast, and intense localised whirlwinds battered the men and equipment. Carsten Borchgrevink, wintering at Cape Adare in 1899–1900, had reported frequent wind speeds in excess of 64 kilometres per hour (40 mph), and in one 12-hour period winds averaged above 130 kilometres per hour (80 mph), with gusts estimated to exceed 164 kilometres per hour (102 mph). They had unknowingly settled in one of the windiest sites in Antarctica; Mawson frequently recorded gusts between 240 kilometres per hour (150 mph) and 290 kilometres per hour (180 mph) at Cape Denison. Mawson had planned, before winter closed in, to carry out some experimental sledging work, and on 1 March, he, Madigan and Bob Bage managed a journey of 8 kilometres (5 mi), before depositing a sledge and stores and returning to the hut. For the next five months, life was largely concentrated in the hut and centred on various scientific activities. Some outside work was unavoidable; the meteorologists and the magneticians made their daily readings regardless of conditions. In rare lulls, efforts were made to erect the wireless masts and establish contact with Macquarie Island, but after repeated failures, these attempts were temporarily abandoned at the end of April. The general routine of hut life was enlivened by elaborate celebrations of birthdays, often concluding with improvised concerts. When there was a shortage of birthdays, other occasions were eulogised; Mawson records that even the anniversary of the "First Lighting of London by Gas" was observed "with extraordinary éclat". Much use was made of the expedition's library, especially the books that brought, as Mawson put it, "the sudden breath of a world of warmth and colour, richness and vivacity". On 9 August, Ninnis and Mertz ventured out, to carry stores up to the five-mile depot established in March. They named this spot "Aladdin's Cave". The beginning of September saw a break in the weather, which allowed work on the wireless masts to be completed. They began transmitting to Macquarie Island but received nothing back. Several sledging journeys were possible in September before the weather closed in again; on 9 October a particularly violent wind brought the recently erected wireless masts crashing down. #### Sledging, 1912–1913 ##### General plan On 27 October 1912, Mawson announced his plans for the sledging season ahead. A Southern Party led by Bage would head south, towards the Magnetic Pole, making magnetic observations along the way. An Eastern Coastal Party, under Madigan, would explore and map the coastline to the east of Cape Denison. At the same time, a Western Party under Frank Bickerton would take the motorised sledge to explore the plateau to the west. The longest journey would be undertaken by a Far Eastern Party, consisting of Mertz, Ninnis and Mawson, which would take the dogs and attempt to reach Oates Land, some 560 kilometres (350 mi) distant in the vicinity of Cape Adare. Other groups would form support parties for the main journeys. All parties would be required to return to base by 15 January 1913, when Aurora was expected to retrieve them. ##### Far Eastern Party Mawson's Far Eastern Party left on 10 November and made good distances when the weather allowed. By 14 December, they had travelled more than 480 kilometres (300 mi) towards Oates Land. Shortly after noon, as Mawson paused to calculate latitude, he saw that Mertz had stopped and was looking behind him. There was no sign of Ninnis. Mawson and Mertz retraced their steps and found a crevasse about 3.4 metres (11 ft) across; tracks on the far side made it clear that Ninnis, with his sledge and dogs, had fallen into the depths. Far below on a ledge, they could see the bodies of two dogs, and debris from the sledge, but no sign of Ninnis. Their remaining ropes were far too short of reaching even the first ledge which they measured to be at a depth of 46 metres (150 ft), so they had no option except to hope that Ninnis would answer their shouts. They spent several hours calling but – having received no response – they were forced to give him up for dead. Shocked at the sudden loss of their companion, Mawson and Mertz now had to consider their own prospects. Ninnis's sledge had been carrying most of their provisions and equipment, and all of the dog food, leaving them with about 11 or 12 days' rations. To reach base, they would have to augment these meagre supplies by shooting and eating the surviving dogs. They travelled steadily over the next days, despite Mawson suffering from snow-blindness; by 25 December, they calculated that they were 254 kilometres (158 mi) from Cape Denison. On 29 December, they killed the last of the dogs. Both men had been feeling unwell, but from New Year's Day 1913 there was a sudden and rapid deterioration in Mertz's health; he had frostbite and became delirious and agitated. After a weather delay, they resumed their journey on the evening of 3 January, but they did not get far before the weather and Mertz's frostbite forced them to stop. They laid up until 3 January when Mertz agreed to push on, but his condition continued to worsen, and though Mawson managed to drag him on the sledge they could not cover much ground. Mertz died early on 8 January. Mawson was around 160 kilometres (100 mi) from the base, which was, he observed, a relatively short distance for a healthy man, but a long way for one weak and famished. After burying Mertz and marking his grave, Mawson prepared for the journey ahead. To lighten his burden, he used a small pocket tool to cut his sledge in half. On 11 January, the weather cleared, and he set out. His extreme weakness and, in particular, the condition of his feet, meant he could not travel great distances. On 17 January, he fell into a crevasse and hung there by a rope from the sledge, which fortunately did not fall. It took him more than four hours to extricate himself. As he drew nearer to the base, he was frustratingly delayed by more bad weather. On 29 January he discovered a cairn, left by a search party, with food and a message telling him he was 37 kilometres (23 mi) from Aladdin's Cave. Three days later, Mawson reached the cave, where he discovered more provisions, but something that was missing from the cave was extra pairs of crampons which he would need to make the final descent to the base. He had thrown his last pair of crampons away after clearing the final glacier a few days earlier knowing that there would be another pair at Aladdin's Cave. Bad weather meant he could not set out again until 8 February, but during this time he managed to make a pair of homemade crampons out of the wood from packing crates and loose nails which he then used for the final leg of his journey. As he descended the final slope towards the base, he thought he saw smoke on the horizon, which he took to be coming from the departing ship. When he arrived at the base, he found that the ship had indeed sailed, earlier that day, leaving a group of five – Bickerton, Bage, Madigan, Alfred Hodgeman and Archibald McLean – and a new wireless technician, Sidney Jeffryes, as a rescue party for the missing men. Mawson radioed the ship, asking Davis to return and pick up the party; Davis attempted to comply, and brought the ship back to Commonwealth Bay, but a severe gale prevented the ship from anchoring or launching a boat. After sitting offshore for a day and worried that with further delays, Aurora would not reach Wild's western base before being blocked by winter ice, Davis gave up and headed west, leaving the Cape Denison group to spend another year at the base. ##### Other sledging parties The Eastern Coastal Party under Madigan left the base on 8 November, following the coast eastwards. They continued, mapping as they went and collecting geological and biological samples, to just beyond the 150° E mark, about 430 kilometres (270 mi) from the base. Near that point, they discovered a rocky headland, more than 300 metres (1,000 ft) high, with a magnificent columnar structure resembling organ pipes. Madigan described this as a "cathedral of nature"; it was later named Horn Bluff, after William Horn, one of the expedition's sponsors. On their return journey, they celebrated Christmas Day as they camped on a glacier tongue, unaware that Mawson and Mertz were camped in the upper reaches of the same glacier. After completing a full coastal survey, Madigan's party returned to the base on 16 January 1913. Bage's Southern Party left Cape Denison on 10 November, and marched south in the direction of the Magnetic Pole as Webb made daily magnetic observations. They soon found that magnetic disturbances played havoc with the compass readings, and they steered by the sun, "a more than efficient substitute", Bage noted. On 21 December, they were 484 kilometres (301 mi) from the base. However, their magnetic readings indicated that they were still some distance from the Magnetic Pole. To avoid the risk of missing the ship, they turned for home. The latter part of this journey was gruelling, as they missed their final food depot, and had to make a rapid 100-kilometre (60 mi) dash to reach the base by 11 January. The Western Party delayed its departure until 3 December, hoping that better weather would aid the running of the motor-sledge. The machine had performed satisfactorily in trials, and it ran well initially, but 16 kilometres (10 mi) out from the base, one of its cylinders began misfiring. The trouble worsened; the engine stalled suddenly, and the propeller was wrecked. The motor-sledge was abandoned, and the party continued its journey by man-hauling, travelling 254 kilometres (158 mi) west across the plateau before turning for home. Their most important geological find was a meteorite, the first discovered in Antarctica. #### The second season, 1913–1914 For the group left at Cape Denison, winter came early, confining them mostly to the hut for many months. The previous year's program of magnetic and meteorological observations was resumed, as were the routines of daily life at the base. Many of the group found they had time on their hands, and McLean, in the tradition of earlier expeditions, took advantage of this to edit and produce a magazine, the Adelie Blizzard. One major improvement on the previous year was that, from 20 February, regular wireless contact with Macquarie Island was established, which allowed the group to stay in touch with the outside world until 8 June, when strong winds once again brought down the wireless masts. The wireless operator, Jeffryes, was initially a conscientious and respected member of the group, but from mid-June, his behaviour began to deteriorate. He became moody and aggressive, challenging his hut mates to fights, mumbling to himself, developing a persecution mentality and neglecting his hygiene. This was alarming enough for the rest of the group, but when the wireless masts were re-erected early in August, Jeffryes began sending out wild messages, claiming that all the others apart from Mawson had gone insane and were trying to murder him. Bickerton began practising operating the wireless, and Mawson sent a message to Ainsworth at the Macquarie Island wireless station to censor all communications received from Jeffryes. Finally, in a period of semi-lucidity, Jeffryes asked to be relieved from his duties, and Bickerton permanently took over the wireless operator's role. As the weather was improving, Mawson decided that he would take out a final sledging party with Madigan and Hodgeman, primarily to recover equipment that had been dumped or cached during the journeys of the previous year. In this, they were largely unsuccessful. They returned to base on 12 December, and Aurora arrived the next day. They finally left Cape Denison on 24 December 1913. As they sailed away, they could see the cross, erected on high ground by Bickerton and McLean, commemorating their lost comrades, Ninnis and Mertz. ### Western base Mawson had hoped to place the western base around 800 kilometres (500 mi) (and no more than 970 kilometres (600 mi)) west of Cape Denison, to make inter-base wireless communication possible. After landing the Cape Denison party in January 1912, Aurora sailed west, well beyond the 800-kilometre (500 mi) mark, without finding any suitable landing spot. On 15 February, they were 2,410 kilometres (1,500 mi) from Cape Denison, and in danger of being frozen in for the winter when they found a large ice shelf at 66° 21′ S, 94° 51′ E. Lacking other options, Wild investigated it as a site for the base and, despite the possibility of the ice breaking up, he decided to risk it. The base was established by 21 February, when Aurora sailed for Hobart. Wild named the ice shelf after Shackleton, whose birthday fell on 15 February. Attempts to establish wireless contact with Cape Denison failed; they were unable to erect a suitable mast and discovered that vital parts of the transmitting equipment were missing. Over the course of the next year, the party at the western base completed a busy program of work. This included two major sledging journeys east and west of the base, mapping a total of over 560 kilometres (350 mi). They also completed several depot-laying trips and an exploration of the inland plateau. They made regular meteorological, geological, magnetic and other scientific observations. Wild took a sledging party 237 kilometres (147 mi) east before being halted by impassable ice. A party led by Sydney Evan Jones travelled 377 kilometres (234 mi) west to reach Gaussberg, the extinct volcano discovered by Drygalski's expedition in 1902. In February 1913, the party waited anxiously for Aurora's return. Lacking provisions for another year at the base, they prepared for the possibility that the ship would not arrive by building up stocks of seal and penguin meat, but to their great relief, Aurora appeared on 23 February; by that same evening the men, their equipment and their personal possessions were aboard, and the ship was on its way to Hobart. ### Macquarie Island Ainsworth's party began daily meteorological observations from 1 January 1912, and the wireless station was erected on a high promontory christened Wireless Hill. By mid-February, the station had made contact with Sydney, and by 12 May, was transmitting daily weather reports to Wellington. Signals from Cape Denison were heard for the first time on 25 September. Still, the cape was unable to receive messages from Macquarie. On 20 February 1913, two-way communication with Cape Denison was finally established, and after that messages were regularly exchanged. The Macquarie party, who had been expecting to be relieved, heard in March that Cape Denison would be operational for a second season, and that the Macquarie station would therefore need to remain open until November. Mawson radioed that the supply ship could pick up any of the party who wished to leave in May, but all elected to stay. As it turned out, severe winter weather prevented supply vessels from reaching them until 20 August, by which time provisions and fuel supplies were close to exhaustion. Arthur Sawyer, who had fallen ill, was taken off the island. Aurora arrived on 29 November, when the rest of the Macquarie party was picked up, replaced by members of the Commonwealth Meteorological Bureau. ### Oceanographic work The expedition's main oceanographic work was carried out during two cruises in 1912, and in a coastal journey in 1914, after the final relief of Cape Denison. The first cruise, May to July 1912, included investigation, southwest of Tasmania, of the supposed location of the Royal Company's Islands which had been searched for without success on numerous occasions. Aurora found no trace of them either, nor of any shelving of the seabed that might suggest sunken islands. The main sphere of oceanographic research was the sea around Macquarie Island and further northeast towards the Auckland Islands. The second cruise, in November 1912, returned to these waters. Three days out from Hobart, the depth to the seabed suddenly decreased, from the 3,550 metres (1,940 fathoms) measured on the previous day to 1,448 metres (792 fathoms). A repeat sounding, taken in case of error, produced 1,452 metres (794 fathoms). Davis took this as evidence of a submerged ridge that might have been part of a land bridge connecting Australia with the Antarctic in prehistoric time. Subsequent soundings failed to substantiate this theory. After the remaining members of the Cape Denison party had been picked up in December 1913, Mawson decided that, before returning home, they would conduct a coastal and seabed survey to the west, as far as the Shackleton Ice Shelf. This task proved taxing and led to dissension between Mawson and Davis, who was by this time sleep-deprived and exhausted. Mawson noted as much in his diary: "I hope the strain won't tell any more on him". The work began on 1 January 1914, and was mostly complete by 2 February. After an arduous period in the ice, during which Davis rarely left the bridge, Aurora began the journey home. ## Aftermath On 26 February 1914, Aurora reached Adelaide to an enthusiastic welcome. For the next month, Mawson was engaged in a busy round of receptions and scientific meetings, before sailing for London on 1 April, accompanied by his bride, Paquita Delprat, whom he had married the previous day. In London, he lectured to the Royal Geographical Society, visited the parents of Ninnis, and was received at Marlborough House by Alexandra, the Queen Mother, and her sister, the Dowager Empress of Russia. On 29 June, before his return to Australia, he was knighted at Buckingham Palace by King George V and was later the recipient of many further honours, including the Royal Geographical Society's Founder's Medal in 1915. In Australia, Mawson faced the reality of the expedition's debts. He proposed that the Australian government should purchase Aurora and the other artefacts and equipment from the expedition for £15,000 – an amount, he reckoned, that would not only meet all outstanding debts but would finance the production of the scientific reports. The government turned him down. Instead he sold Aurora to Shackleton for a mere £3,200, for use in the Imperial Trans-Antarctic Expedition (ITAE), and hoped to settle the balance of the debt through the sales of his chronicle of the expedition, The Home of the Blizzard, and with the profits from Hurley's film and photographs. The outbreak of war later in 1914 delayed the book's publication, while the distribution of the film was hampered by contractual problems and by a shift of public attention towards the war. As a result, the scientific reports were produced piecemeal over the next 30 years, the last appearing in 1947. Many of the expedition's personnel enlisted in the armed forces when war broke out; Bage – already an officer in the Royal Australian Engineers – was killed during the Gallipoli campaign in 1915, and Leslie Blake, the cartographer and geologist of the Macquarie Island party, died after being badly wounded by a shell in France in 1918. Several would return to the Antarctic: Mawson as the leader of the British Australian and New Zealand Antarctic Research Expedition (BANZARE) in 1929–1931; Davis, as captain of Aurora for the relief voyage for the Ross Sea party in Shackleton's expedition, and as captain of during the first stage of BANZARE; Hurley joined the Imperial Trans-Antarctic Expedition, and also signed on to BANZARE. Wild joined ITAE as well, and in 1921 he accompanied Shackleton on his final expedition, taking over as leader following Shackleton's sudden death in January 1922. Charles Harrisson, who had been a member of the Far Western Party, visited Macquarie Island in 1914, but his ship disappeared without a trace on its return voyage to Australia. Two days after arriving in Adelaide, Jeffryes took a train heading to his home in Toowoomba, but he never arrived; a month later he was found near Stawell, Victoria, wandering in the bush. He spent the next year in asylums, but after an assault on a member of staff, he was committed to a criminal asylum in Ararat, where he died in 1942. His family were highly critical of Mawson's lack of care and sympathy; they wrote him numerous letters apparently without response. In 2018, Jeffryes was finally honoured by the erection of a plaque in the Ararat Cemetery, near the site of his unmarked grave. ## Appraisal The scientific work of the expedition covered the fields of geology, biology, meteorology, terrestrial magnetism and oceanography; the vast amounts of data filled multiple reports published over a period of 30 years. These reports provided an extensive description of Antarctica's extreme weather and of its animal and plant life. This was the first expedition to successfully establish wireless contact between the Antarctic continent and the Australian mainland, through the relay station on Macquarie Island; it also provided the first studies and mapping of the island. Its eight major sledging parties travelled for a total of 4,180 kilometres (2,600 mi), while Aurora sailed along 2,900 kilometres (1,800 mi) of uncharted coastline, mapping the continental shelf through 55° of longitude. Hurley's photographs and film provided a comprehensive pictorial record. Many Antarctic features bear names paying tribute to expedition members, including Cape Mawson, Mawson Coast, Mawson Peninsula, Madigan Nunatak, Mertz Glacier and Ninnis Glacier. The expedition was the first step towards Australia's later territorial claims on the Antarctic continent, and was on a greater scale than any of its predecessors in the field. Frank Hurley summed up the character of the expedition: "Shackleton grafted science on to exploration – Mawson added exploring to science". According to the historian Gordon Hayes, "Mawson's expedition, judged by the magnitude both of its scale and of its achievements, was the greatest and most consummate expedition that ever sailed to Antarctica." ## See also - Heroic Age of Antarctic Exploration
1,086,719
SMS Seydlitz
1,172,955,200
Battlecruiser of the German Imperial Navy
[ "1912 ships", "Battlecruisers of the Imperial German Navy", "Maritime incidents in 1919", "Ships built in Hamburg", "World War I battlecruisers of Germany", "World War I warships scuttled at Scapa Flow" ]
SMS Seydlitz was a battlecruiser of the German Kaiserliche Marine (Imperial Navy), built in Hamburg. She was ordered in 1910 and commissioned in May 1913, the fourth battlecruiser built for the High Seas Fleet. She was named after Friedrich Wilhelm von Seydlitz, a Prussian general during the reign of King Frederick the Great and the Seven Years' War. Seydlitz represented the culmination of the first generation of German battlecruisers, which had started with the Von der Tann in 1906 and continued with the pair of Moltke-class battlecruisers ordered in 1907 and 1908. Seydlitz featured several incremental improvements over the preceding designs, including a redesigned propulsion system and an improved armor layout. The ship was also significantly larger than her predecessors—at 24,988 metric tons (24,593 long tons; 27,545 short tons), she was approximately 3,000 metric tons heavier than the Moltke-class ships. Seydlitz participated in many of the large fleet actions during World War I, including the battles of Dogger Bank and Jutland in the North Sea. The ship suffered severe damage during both engagements; during the Battle of Dogger Bank, a 13.5 in (34.3 cm) shell from the British battlecruiser Lion struck Seydlitz's rearmost turret and nearly caused a magazine explosion that could have destroyed the ship. At the Battle of Jutland she was hit twenty-one times by large-caliber shells, one of which penetrated the working chamber of the aft superfiring turret. Although the resulting fire destroyed the turret, the safety measures imposed after the battle of Dogger Bank prevented a catastrophe. The ship was also hit by a torpedo during the battle, causing her to take in over 5,300 metric tons of water and her freeboard was reduced to 2.5 m. She had to be lightened significantly to permit her crossing of the Jade Bar. The ship inflicted severe damage on her British opponents as well; early in the battle, salvos from both Seydlitz and the battlecruiser Derfflinger destroyed the battlecruiser Queen Mary in seconds. Seydlitz saw limited action in the Baltic Sea, when she provided screening for the German flotilla that at Battle of the Gulf of Riga attempted to clear the gulf in 1915. As with the rest of the German battlecruisers that survived the war, the ship was interned in Scapa Flow in 1918. The ship, along with the rest of the High Seas Fleet, was scuttled in June 1919, to prevent her seizure by the British Royal Navy. She was raised on 2 November 1928 and scrapped by 1930 in Rosyth. ## Development Despite the success of the previous German battlecruiser designs—those of Von der Tann and the Moltke class—there was still significant debate as to how new ships of the type were to be designed. In 1909, the Reichsmarineamt (Navy Department) requested Admiral Alfred von Tirpitz, the State Secretary for the navy, to provide them with the improvements that would be necessary for the next battlecruiser design. Tirpitz continued to push for the use of battlecruisers solely as fleet scouts and to destroy enemy cruisers, along the lines of the battlecruisers employed by the British Royal Navy; this meant larger guns, higher speeds, and less armor protection. Kaiser Wilhelm II and the majority of the Navy Department argued that due to Germany's numerical inferiority compared to the Royal Navy, the ships would also have to fight in the line of battle. This necessitated much heavier armor protection than that afforded to the Royal Navy's battlecruiser designs. Ultimately, the Kaiser and the Navy Department won the debate, and the battlecruiser for the 1909–1910 building year would continue in the pattern of the previous Von der Tann and Moltke-class designs. Financial constraints meant that there would have to be a trade-off between speed, battle capabilities, and displacement. The initial design specifications mandated that speed was to have been at least as high as with the Moltke class, and that the ship was to have been armed with either eight 30.5 cm (12 in) guns or ten 28 cm (11 in) guns. The design staff considered three-gun turrets, but these were discarded when it was decided that the standard 28 cm twin turret was sufficient. In August 1909, the Reichstag (Imperial Diet) stated that it would tolerate no increases in cost over the Moltke-class battlecruisers, and so for a time, the Navy Department considered shelving the new design and instead to build a third Moltke-class ship. Admiral Tirpitz was able to negotiate a discount on armor plate from both Krupp and Dillingen; Tirpitz also pressured the ship's builder, Blohm & Voss, for a discount. These cost reductions freed up sufficient funds to make some material improvements to the design. On 27 January 1910, the Kaiser approved the design for the new ship, ordered under the provisional name "Cruiser J". ## Design ### General characteristics Seydlitz was 200 meters (656 ft 2 in) long at the waterline, and 200.6 m (658 ft 2 in) overall. The ship had a beam of 28.5 m (93 ft 6 in), which was increased to 28.8 m (94 ft 6 in) with anti-torpedo nets equipped. She had a draft of 9.29 m (30 ft 6 in) forward and 9.09 m (29 ft 10 in) aft. Seydlitz displaced 24,988 metric tons (24,593 long tons) as designed, which increased to 28,550 t (28,100 long tons) at full load. Seydlitz had a double bottom for 76 percent of the length of the hull. The ship carried a number of smaller boats, including one picket boat, three barges, two launches, two yawls, and two dinghies. Seydlitz was described as having been a good sea boat with gentle motion. The ship lost up to 60 percent of her speed at a hard rudder, and would heel over to 9 degrees. The ship had a standard complement of 43 officers and 1025 men, and when serving as the flagship of I Scouting Group, this increased by an additional 13 officers and 62 men. ### Propulsion Seydlitz was propelled by four Parsons direct-drive steam turbines that were arranged in two sets. Each set consisted of a high-pressure outboard turbine which exhausted into a low-pressure inboard turbine. Each turbine drove a 3-bladed screw propeller that was 3.88 m (12.7 ft) in diameter. Steam for the turbines was provided by twenty-seven small-tube Schulz-Thornycroft boilers that had two fire boxes per boiler. The boilers were divided into three boiler rooms, and they were ducted into a pair of widely spaced funnels. Electrical power was provided by six turbo generators that produced 1,800 kW at 220 V. The engines were designed to produce 63,000 metric horsepower (62,000 shp) and a top speed of 26.5 knots (49.1 km/h; 30.5 mph). Using forced draft on trials, the engines provided up to 89,738 metric horsepower (88,510 shp) and a top speed of 28.1 knots (52.0 km/h; 32.3 mph). The ship carried up to 3,600 tonnes (3,500 long tons) of coal. With full fuel stores, Seydlitz could steam at a cruising speed of 14 knots (26 km/h; 16 mph) for 4,200 nautical miles (7,800 km; 4,800 mi). Steering was controlled by a pair of side-by-side rudders. ### Armament Seydlitz mounted a nearly identical main battery to that of the preceding Moltke-class ships: ten 28 cm (11 in) SK L/50 guns in five twin-gun turrets. The guns were arranged similarly as well, with one turret fore, two staggered wing turrets amidships, and two super-firing turrets aft. They were placed in newer Drh. L C/1910 mountings, which enabled depression of the guns down to −8 degrees and elevation to 13.5 degrees—the same range of motion of the earlier Drh. L C/1908 turrets. At 13.5 degrees, the guns could be fired to 18,100 m (59,400 ft). In 1916, Seydlitz had her main turrets modified to allow for elevation up to 16 degrees, for a maximum range of 19,100 m (62,700 ft). Each turret was equipped with a 3 m (9.8 ft) rangefinder, apart from the rear turret, and an additional 3 m rangefinder was fitted in the gunnery control tower, which was located directly aft of the conning tower. The main battery was supplied with 87 armor-piercing rounds per gun, for a total of 870 shells. In addition to the 305-kilogram (672 lb) shell, each gun chambered a 24.0 kg (52.9 lb) fore propellant charge in a silk bag and a 75.0 kg (165.3 lb) main charge in a brass case. The guns fired the shells at a muzzle velocity of 880 m/s (2,900 ft/s). The guns were hand-rammed, which required the barrels to be returned to 0 degrees elevation for reloading. Training and elevation was controlled hydraulically. Seydlitz carried a similar secondary battery to the preceding Moltke-class design. She mounted twelve 15 cm (5.9 in) SK L/45 quick-firing guns in single casemates along the center of the ship. These guns fired armor-piercing shells at a rate of 4 to 5 per minute. The guns could depress to −7 degrees and elevate to 20 degrees, for a maximum range of 13,500 m (14,800 yd), and after the 1916 refit, the range was extended to 16,800 m (18,400 yd). The shells weighed 51-kilogram (112 lb) and were fired at a muzzle velocity of 735 m/s (2,410 ft/s). The guns were manually elevated and trained. For defense against torpedo boats, the ship was also armed with twelve 8.8 cm (3.5 in) SK L/45 quick-firing guns, which were mounted in casemates as well. These guns fired 7.04 kg (15.5 lb) at a muzzle velocity of 590 mps (1,936 fps). Their rate of fire was approximately 15 shells per minute; the guns could engage targets out to 6,890 m (7,530 yd). The gun mounts were manually operated. Two of these guns were removed in 1916 and replaced with high-angle 8.8 cm Flak L/45 anti-aircraft guns. As was customary for all German capital ships of the time, Seydlitz was equipped with four submerged torpedo tubes. The ship mounted one tube in the bow, one in the stern, and one was on each side of the vessel. The weapons were 50 cm (19.7 in) in diameter, and a total of eleven torpedoes were stored. She was initially equipped with the G6 version, which carried a 140 kg (310 lb) warhead and could be set at two speeds for different ranges. At 27 knots (50 km/h; 31 mph), the torpedoes could reach 5,000 m (16,000 ft) and at 35 knots (65 km/h; 40 mph), the range fell to 2,200 m (7,200 ft). These were replaced beginning in 1913 by the G7 type, which carried a 200 kg (440 lb) warhead. Their range increased significantly, to 17,200 m (56,400 ft) at 27 knots and 7,400 m (24,300 ft) at 37 knots (69 km/h; 43 mph). ### Armor As was standard for German warships of the period, Seydlitz used Krupp cemented and nickel steel for her armor plating. The ship had an armored belt that was 300 mm (11.8 in) thick at its strongest area in the citadel, and tapered down to 100 mm (3.9 in) in the bow and stern. The main belt was reinforced by a torpedo bulkhead that was 50 mm (2 in) thick. The forward conning tower had 350 mm (13.8 in) of armor on the sides, and a 200 mm (7.9 in) thick roof. The turrets were protected by 250 mm (9.8 in) on the sides and armor ranging in thickness from 70–100 mm (2.8–3.9 in) on the turret roofs. The casemates had lighter armor protection, with 150 mm (5.9 in) on the sides and 35 mm (1.4 in) roofs. The deck armor ranged in thickness, depending on the area being protected. In the more vital areas, the deck armor was 80 mm (3.1 in) thick, while less important areas of the ship were covered by only 30 mm (1.2 in). A 50 mm belt of sloping armor was placed under the main deck armor. The turret barbettes were protected by plating 230 mm (9.1 in) thick. The portions of the barbettes that were behind the main belt were thinner to save weight, which was a practice employed on most German and British ships of the period. ## Service history Seydlitz was launched on 30 March 1912, and was christened by General der Kavallerie Karl Wilhelm Heinrich von Kleist. On 22 May 1913 the ship was commissioned into the German fleet, her crew being taken from the old armored cruiser Yorck, which had been recently transferred to the reserve fleet. After trials, Seydlitz joined the rest of the High Seas Fleet for maneuvers off Helgoland. Konteradmiral (Rear Admiral) Franz von Hipper, the commander of I Scouting Group, raised his flag in the ship on 23 June 1914. The ship served as Hipper's flagship until 26 October 1917. ### World War I #### Battle of Heligoland Bight Shortly after the outbreak of World War I, a brief engagement between German light cruisers and a raiding force of British cruisers and battlecruisers took place on 28 August 1914. During the morning, British cruisers from the Harwich Force attacked the German destroyers patrolling the Heligoland Bight. Six German light cruisers—Cöln, Strassburg, Stettin, Frauenlob, Stralsund, and Ariadne—responded to the attack and inflicted serious damage to the British raiders. The arrival at approximately 13:37 of the British 1st Battlecruiser Squadron, under the command of Vice Admiral David Beatty, quickly put the German ships at a disadvantage. Along with the rest of the I Scouting Group battlecruisers, Seydlitz was stationed in the Wilhelmshaven Roads on the morning of the battle. By 08:50, Hipper had requested permission from Admiral Friedrich von Ingenohl, the commander in chief of the High Seas Fleet, to send his ships to relieve the beleaguered German cruisers. The battlecruisers Von der Tann and Moltke were ready to sail by 12:10, but the low tide prevented the ships from being able to pass over the sand bar at the mouth of the Jade Estuary safely. At 14:10, Moltke and Von der Tann were able to cross the Jade bar; Hipper ordered the German light cruisers to fall back to his ships, while Hipper himself was about an hour behind in Seydlitz. At 14:25, the remaining light cruisers—Strassburg, Stettin, Frauenlob, Stralsund, and Ariadne—rendezvoused with the battlecruisers. Seydlitz arrived on the scene by 15:10, while Ariadne succumbed to battle damage and sank. Hipper ventured forth cautiously to search for the two missing light cruisers, Mainz and Cöln, which had already sunk. By 16:00, the German flotilla turned around to return to the Jade Estuary, arriving at approximately 20:23. #### Bombardment of Yarmouth On 2 November 1914, Seydlitz, followed by Moltke, Von der Tann, and the armored cruiser Blücher, along with four light cruisers, left the Jade Estuary and steamed towards the English coast. The flotilla arrived off Great Yarmouth at daybreak the following morning and bombarded the port, while the light cruiser Stralsund laid a minefield. The British submarine D5 responded to the bombardment, but struck one of the mines laid by Stralsund and sank. Shortly thereafter, Hipper ordered his ships to turn back to German waters. While Hipper's ships were returning to German waters, a heavy fog covered the Heligoland Bight, so the ships were ordered to halt until visibility improved so they could safely navigate the defensive minefields. The armored cruiser Yorck made a navigational error that led the ship into one of the German minefields. Yorck struck two mines and quickly sank; the coastal defense ship Hagen was able to save 127 men of the crew. #### Bombardment of Scarborough, Hartlepool, and Whitby Ingenohl decided that another raid on the English coast should to be carried out in the hopes of luring a portion of the Grand Fleet into combat where it could be destroyed. At 03:20 on 15 December, Seydlitz, Moltke, Von der Tann, the new battlecruiser Derfflinger, and Blücher, along with the light cruisers Kolberg, Strassburg, Stralsund, and Graudenz, and two squadrons of torpedo boats left the Jade. The ships sailed north past the island of Heligoland, until they reached the Horns Reef lighthouse, at which point the ships turned west towards Scarborough. Twelve hours after Hipper left the Jade, the High Seas Fleet, consisting of 14 dreadnoughts and 8 pre-dreadnoughts and a screening force of 2 armored cruisers, 7 light cruisers, and 54 torpedo boats, departed to provide distant cover. 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. These documents were then passed on to the Royal Navy. Room 40 began decrypting German signals, and on 14 December, intercepted messages relating to the plan to bombard Scarborough. The exact details of the plan were unknown, and it was assumed that the High Seas Fleet would remain safely in port, as in the previous bombardment. 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 the prospect of a nighttime torpedo attack, 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. Seydlitz, Moltke, and Blücher went north to shell Hartlepool, while Von der Tann and Derfflinger went south to shell Scarborough and Whitby. During the bombardment of Hartlepool, Seydlitz was hit three times and Blücher was hit six times by the coastal battery. Seydlitz suffered only minimal damage, and no casualties. By 09:45 on the 16th, the two groups had reassembled, and they began to retreat eastward. By this time, Beatty's battlecruisers were in position to block Hipper's chosen egress 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 that the German cruisers were the advance screen for Hipper's ships, but the battlecruisers were some 50 km (27 nmi) 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 escape and alerted Hipper to the location of the British battlecruisers. The German battlecruisers wheeled to the northeast of the British forces and made good their escape. Both the British and the Germans were disappointed that they failed to effectively engage their opponents. Ingenohl's reputation suffered greatly as a result of his timidity. The captain of Moltke was furious; he stated that Ingenohl had turned back "because he was afraid of eleven 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, it became known that British ships were conducting reconnaissance in the Dogger Bank area. 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 were able to deduce 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 8:00 on 24 January, approximately 30 nmi (56 km) 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), which was the maximum speed of the older armored cruiser Blücher. The pursuing British battlecruisers were steaming at 27 knots (50 km/h), and quickly caught up to the German ships. At 09:52, Lion opened fire on Blücher from a range of approximately 20,000 yards (18,000 m); 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 18,000 yards (16,000 m). 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 17,500 yards (16,000 m), 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. Seydlitz was struck in her forecastle at 10:25, by a 13.5 in (343 mm) shell from Lion, but this hit did minor damage. At 10:40, Lion hit Seydlitz with another 13.5 in shell, which holed the deck and penetrated the rear barbette. The shell itself failed to enter the barbette, but the explosion flashed into the working chamber and detonated the propellant charges inside. > In the reloading chamber, where the shell penetrated, part of the charge in readiness for loading was set on fire. The flames rose high up into the turret and down into the ammunition chamber, and thence through a connecting door, usually kept shut, through which men from the ammunition chamber tried to escape into the fore turret. The flames thus made their way through to the other ammunition chamber and thence up to the second turret, and from this cause the entire guns' crews of both turrets perished very quickly. The flames rose above the turrets as high as a house. The explosion killed 159 men, and destroyed both of the rear turrets. The fire was prevented from spreading to the shell magazines, which could have destroyed the ship, by the quick action of the executive officer, who ordered both magazines be flooded. The Pumpenmeister Wilhelm Heidkamp was severely injured when he turned the red-hot valves to flood the magazines. At 11:01, Seydlitz struck back at Lion, and with a single 28 cm shell, knocked out two of Lion's engines. Shortly thereafter, a pair of 30.5 cm shells fired by Derfflinger struck Lion, one at the waterline. The penetration allowed water to enter the port feed tank—this hit eventually crippled Lion, the sea water contamination forced the ship's crew to shut down the port engine. At 11:25, Seydlitz was struck on her armored belt amidships by a third and final shell, which did little damage. 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. By the time Beatty regained control over his ships, after having boarded Princess Royal, the German ships had increased their lead to a distance too great for the British to reengage; at 13:50, he broke off the chase. Seydlitz was repaired at the Kaiserliche Werft (Imperial Shipyard) in Wilhelmshaven from 25 January to 31 March 1915, after which she rejoined the fleet. #### Battle of the Gulf of Riga On 3 August 1915, Seydlitz, Moltke, and Von der Tann were transferred to the Baltic with I Reconnaissance Group (AG) to participate in a planned foray into the Riga Gulf. The intention was to destroy the Russian naval forces in the area, including the pre-dreadnought Slava, and to use the minelayer Deutschland to block the entrance to Moon Sound with naval mines. The German forces, under the command of Hipper, included the four Nassau and four Helgoland-class battleships, the battlecruisers Seydlitz, Moltke, and Von der Tann, and a number of smaller craft. Throughout the operation, Seydlitz and the other two battlecruisers remained in the Baltic and provided cover for the assault into the Gulf of Riga. Following the operation, Seydlitz and the other heavy units of the High Seas Fleet returned to the North Sea. On 11–12 September, Seydlitz and the rest of I Scouting Group covered a minefield laying operation off Terschelling. On 24 November, the ship ran aground in the Kaiser Wilhelm Canal, but was quickly refloated. On 4 December, while exiting the Kaiser Wilhelm Canal, Seydlitz became entangled in one of the net barriers. Divers had to remove the tangled nets from the starboard screws. #### Bombardment of Yarmouth and Lowestoft On 24–25 April 1916, I Scouting Group undertook another operation to bombard the English coast, this time, the towns of Yarmouth and Lowestoft. Hipper was on sick leave, so the German ships were under the command of Konteradmiral Friedrich Boedicker, who flew his flag in Seydlitz. The German battlecruisers Derfflinger, Lützow, Moltke, Seydlitz and Von der Tann left the Jade Estuary at 10:55 on 24 April, and were supported by a screening force of 6 light cruisers and two torpedo boat flotillas. The heavy units of the High Seas Fleet 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 mine, which tore a 15 m (50-foot) hole in her hull, just abaft of the starboard broadside torpedo tube. Eleven men were killed and 1,400 short tons (1,200 long tons) of water entered the ship. The ship's draft increased 1.4 metres (4.6 ft) at the bow of the ship. Seydlitz turned back with the screen of light cruisers at a speed of 15 knots (28 km/h). 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, and the operation continued as planned. After Boedicker departed the ship, Seydlitz, escorted by a pair of torpedo boats, withdrew southward to the Jade. She was out of service for over a month for repair work due to the mine damage. #### Battle of Jutland ##### Deployment Almost immediately after the Lowestoft raid, Vizeadmiral (Vice Admiral) Reinhard 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—Scheer was unwilling to embark on a major raid without his battlecruiser forces at full strength. On 22 May, the Wilhelmshaven dockyard reported the ship to be fit for duty, but tests carried out that night showed that the broadside torpedo flat that had been damaged by the mine was still not watertight, and there were still leaks in the fore and aft transverse bulkheads. Further repairs were necessary, and so the operation was postponed another week, by which time the Wilhelmshaven dockyard assured Scheer that the ship would be ready. At noon on 28 May, the repairs to Seydlitz were finally completed, and the ship returned to I Scouting Group. On the night of 30 May 1916, Seydlitz and the other four battlecruisers of I Scouting Group lay in anchor in the Jade roadstead. The following morning, at 02:00 CET, the ships slowly steamed out towards the Skagerrak at a speed of 16 knots (30 km/h). By this time, Hipper had transferred his flag from Seydlitz to the newer battlecruiser Lützow. Seydlitz took her place in the center of the line, to the rear of Derfflinger and ahead of Moltke. 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 under the command of Scheer 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 5:00. ##### Run to the south Shortly before 16:00, Hipper's force encountered Beatty's battlecruiser squadron. The German ships were the first to open fire, at a range of approximately 15,000 yards (14,000 m). 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. As the two lines of battlecruisers deployed to engage each other, Seydlitz began to duel with her opposite in the British line, Queen Mary. By 16:54, the range between the ships decreased to 12,900 yards (11,800 m), which enabled Seydlitz's secondary battery to enter the fray. She was close enough to the ships of the British 9th and 10th Destroyer Flotillas that her secondary guns could effectively engage them. The other four German battlecruisers employed their secondary battery against the British battlecruisers. Between 16:55 and 16:57, Seydlitz was struck by two heavy caliber shells from Queen Mary. The first shell penetrated the side of the ship five feet above the main battery deck, and caused a number of small fires. The second shell penetrated the barbette of the aft superfiring turret. Four propellant charges were ignited in the working chamber; the resulting fire flashed up into the turret and down to the magazine. The anti-flash precautions that had been put in place after the explosion at Dogger Bank prevented any further propellant explosions. Regardless, the turret was destroyed and most of the gun crew had been killed in the blaze. By 17:25, the British battlecruisers were taking a severe battering from their German opponents. Indefatigable had been destroyed by a salvo from Von der Tann approximately 20 minutes before, and Beatty sought to turn his ships away by 2 points in order to regroup, while the Queen Elizabeth-class battleships of the 5th Battle Squadron arrived on the scene and provided covering fire. As the British battlecruisers began to turn away, Seydlitz and Derfflinger were able to concentrate their fire on Queen Mary. Witnesses reported at least 5 shells from two salvos hit the ship, which caused an intense explosion that ripped the Queen Mary in half. Shortly after the destruction of Queen Mary, both British and German destroyers attempted to make torpedo attacks on the opposing lines. One British torpedo struck Seydlitz at 17:57. The torpedo hit the ship directly below the fore turret, slightly aft of where she had been mined the month before. The explosion tore a hole 40 feet long by 13 feet wide (12 m × 4.0 m), and caused a slight list. Despite the damage, the ship was still able to maintain her top speed, and kept position in the line. The leading ships of the German battle fleet had by 18:00 come within effective range of the British ships, and had begun trading shots with the British battlecruisers and Queen Elizabeth-class battleships. Between 18:09 and 18:19, Seydlitz was hit by a 380 mm (15 in) shell from either Barham or Valiant. This shell struck the face of the port wing turret and disabled the guns. A second 380 mm shell penetrated the already disabled aft superfiring turret and detonated the cordite charges that had not already burned. The ship also had two of her 150 mm guns disabled from British gunfire, and the rear turret lost its right-hand gun. As the evening wore on, visibility steadily decreased for the German ships. Seydlitz's commander, Kapitän zur See von Egidy, later remarked: > "Visibility had generally become unfavorable. There was a dense mist, so that as a rule only the flashes of the enemy's guns, but not the ships themselves, could be seen. Our distance had been reduced from 18,000 to 13,000 yards. From north-west to north-east we had before us a hostile line firing its guns, though in the mist we could only glimpse the flashes from time to time. It was a mighty and terrible spectacle." ##### Battlefleets engage At around 19:00, Beatty's forces were nearing the main body of the Grand Fleet, and to delay the discovery of the Grand Fleet's location by the German fleet, he turned his ships towards the German line, in order to force them to turn as well. This reduced the distance between the British and German battlecruisers from 14,000 to 12,000 yards (13,000 to 11,000 m). Visibility continued to favor the British, and the German battlecruisers paid the price. Over the next several minutes, Seydlitz was hit six times, primarily on the forward section of the ship. A fire started under the ship's forecastle. The smothering fire from Beatty's ships forced Hipper to temporarily withdraw his battlecruisers to the southwest. As the ships withdrew, Seydlitz began taking on more water, and the list to starboard worsened. The ship was thoroughly flooded above the middle deck in the fore compartments, and had nearly lost all buoyancy. 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, while using his dreadnoughts and battlecruisers to cover their retreat 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. Seydlitz and the other battlecruisers followed the move, which put them astern of 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 Seydlitz, Von der Tann, Moltke, and Derfflinger 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 7,700 yards (7,000 m) of Colossus, at which point Scheer directed the ships to engage the lead ship of the British line. Seydlitz managed to hit Colossus once, but caused only minor damage to the ship's superstructure. Three minutes later, the German battlecruisers turned in retreat, covered by a torpedo boat attack. ##### Withdrawal A pause in the battle at dusk allowed Seydlitz 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 ready 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 8,500 yards (7,800 m) before opening fire at 20:20. In the ensuing melee, Seydlitz was hit several times; one shell struck the rear gun turret and other hit the ship's bridge. The entire bridge crew was killed and several men in the conning tower were wounded. 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 behind the battlecruisers, and prevented the British ships from pursuing the German battlecruisers when they turned southward. The British battlecruisers opened fire on the old battleships; the German ships turned southwest to bring all of their guns to bear against the British ships. By 22:15, Hipper was finally able to transfer to Moltke, and then ordered his ships to steam at 20 knots (37 km/h) towards the head of the German line. Only Seydlitz and Moltke were in condition to comply; Derfflinger and Von der Tann could make at most 18 knots (33 km/h), and so these ships lagged behind. Seydlitz and Moltke were in the process of steaming to the front of the line when the ships passed close to Stettin, which forced the ship to drastically slow down to avoid collision. This forced Frauenlob, Stuttgart, and München to turn to port, which led them into contact with the 2nd Light Cruiser Squadron; at a range of 800 yards (730 m), the cruisers on both sides pummeled each other. Konteradmiral Ludwig von Reuter decided to attempt to lure the British cruisers towards Moltke and Seydlitz. Nearly simultaneously, the heavily damaged British cruisers broke off the attack. As the light cruisers were disengaging, a torpedo fired by Southampton struck Frauenlob, and the ship exploded. The German formation fell into disarray, and in the confusion, Seydlitz lost sight of Moltke. The ship was no longer able to keep up with Moltke's 22 knots, and so detached herself to proceed to the Horns Reef lighthouse independently. At 00:45, Seydlitz was attempting to thread her way through the British fleet, but was sighted by the dreadnought Agincourt and noted as a "ship or Destroyer". Agincourt's captain did not want to risk giving away his ship's position, and so allowed her to pass. By 01:12, Seydlitz had managed to slip through the British fleet, and she was able to head for the safety of Horns Reef. At approximately 03:40, she scraped over Horns Reef. Both of the ship's gyro-compasses had failed, so the light cruiser Pillau was sent to guide the ship home. By 15:30 on 1 June, Seydlitz was in critical condition; the bow was nearly completely submerged, and the only buoyancy that remained in the forward section of the ship was the broadside torpedo room. Preparations were being made to evacuate the wounded crew when a pair of pump steamers arrived on the scene. The ships were able to stabilize Seydlitz's flooding, and the ship managed to limp back to port. She reached the outer Jade river on the morning of 2 June, and on 3 June the ship entered Entrance III of the Wilhelmshaven Lock. At most, Seydlitz had been flooded by 5,308 tonnes (5,224 long tons) of water. Close to the end of the battle, at 03:55, Hipper transmitted a report to Scheer informing him of the tremendous damage his ships had suffered. By that time, Derfflinger and Von der Tann each had only two guns in operation, Moltke was flooded with 1,000 tons of water, 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." In the course of the battle, Seydlitz was hit 21 times by heavy-caliber shells, twice by secondary battery shells, and once by a torpedo. The ship suffered a total of 98 of her crew killed and 55 wounded. Seydlitz herself fired 376 main battery shells and scored approximately 10 hits. #### Later operations On 15 June 1916, repair work to Seydlitz began in the Imperial Dockyard in Wilhelmshaven, and continued until 1 October. The ship then underwent individual training, and rejoined the fleet in November. With his previous flagship Lützow at the bottom of the North Sea, Hipper again raised his flag in Seydlitz. On 4 November, Seydlitz and Moltke, along with II Division, I Battle Squadron, III Battle Squadron, and the new battleship Bayern sailed to Bovbjerg on the Danish coast, in order to retrieve the stranded U-boats U-20 and U-30. Scheer had begun to use light surface forces to attack British convoys to Norway beginning in late 1917. As a result, the Royal Navy attached a squadron of battleships to protect the convoys, which presented Scheer with the possibility of destroying a detached squadron of the Grand Fleet. Scheer remarked that "A successful attack on such a convoy would not only result in the sinking of much tonnage, but would be a great military success, and would ... force the English to send more warships to the northern waters." Scheer instituted strict wireless silence in preparation for the planned attack. This denied the British the ability to intercept and decrypt German signals, which had previously been a significant advantage. The operation called for Hipper's battlecruisers to attack the convoy and its escorts on 23 April while the battleships of the High Seas Fleet stood by in support. At 05:00 on 23 April 1918, the High Seas Fleet left harbor with the intention of intercepting one of the heavily escorted convoys. Hipper's forces were 60 nmi (110 km; 69 mi) west of Egerö, Norway, by 05:20 on 24 April. Despite the success in reaching the convoy route undetected, the operation failed due to faulty intelligence. Reports from U-boats indicated to Scheer that the convoys sailed at the start and middle of each week, but a west-bound convoy had left Bergen on Tuesday the 22nd and an east-bound group left Methil, Scotland, on the 24th, a Thursday. As a result, there was no convoy for Hipper to attack. The same day, one of Moltke's screws slipped off, which caused serious damage to the power plant and allowed 2,000 metric tons (2,000 long tons; 2,200 short tons) of water into the ship. Moltke was forced to break radio silence in order to inform Scheer of the ship's condition, which alerted the Royal Navy to the High Seas Fleet's activities. Beatty sortied with a force of 31 battleships and four battlecruisers, but was too late to intercept the retreating Germans. The Germans reached their defensive minefields early on 25 April, though approximately 40 nmi (74 km; 46 mi) off Helgoland Moltke was torpedoed by the submarine E42, though she successfully returned to port. ### Fate Seydlitz 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 their 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 Von der Tann and Derfflinger 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. Many of the war-weary sailors felt the operation would disrupt the peace process and prolong the war. Starting on the night of 29 October, sailors on several battleships mutinied; three ships from III Squadron refused to weigh anchors, and acts of sabotage were committed on board the battleships Thüringen and Helgoland. The unrest ultimately forced Hipper and Scheer to cancel the operation. Informed of the situation, the Kaiser stated "I no longer have a navy." The Wilhelmshaven mutiny spread to Kiel, and fueled a larger German Revolution that continued after the end of the war. Germany's military position was hopeless, and so Generals Paul von Hindenburg and Erich Ludendorff convinced the government to sign the Armistice to end the war. Following the capitulation of Germany in November 1918, most of the High Seas Fleet, under the command of Reuter, were interned in the British naval base in Scapa Flow. Prior to the departure of the German fleet, Admiral Adolf von Trotha made clear to Reuter that he could not allow the Allies to seize the ships, under any conditions. The fleet rendezvoused with the British light cruiser Cardiff, which led the ships to the Allied fleet that was to escort the Germans to Scapa Flow. The massive flotilla consisted of some 370 British, American, and French warships. Once the ships were interned, their guns were disabled through the removal of their breech blocks, and their crews were reduced to 200 officers and men. The fleet remained in captivity during the negotiations that ultimately produced the Treaty of Versailles. Reuter believed that the British intended to seize the German ships on 21 June 1919, which was the deadline for Germany to have signed the peace treaty. Unaware that the deadline had been extended by two days, Reuter ordered the ships to be sunk at the next opportunity. On the morning of 21 June, the British fleet left Scapa Flow to conduct training maneuvers, and at 11:20 Reuter transmitted the order to his ships. Seydlitz slipped beneath the surface at 13:50. On her side and on the bottom in 22 meters of water the wreck was frequently mistaken for a small island, and was sold in this condition as scrap to the salvage firm of Cox and Danks, led by Ernest Cox, along with a battleship and twenty-six destroyers. Salvaging Seydlitz also proved difficult, as the ship sank again during the first attempt to raise her, wrecking most of the salvage equipment. Undaunted, Cox tried again, ordering that when she was next raised, news cameras would be there to capture him witnessing the moment. The plan nearly backfired when Seydlitz was accidentally refloated while Cox was holidaying in Switzerland. Cox told the workers to sink her again, then returned to Britain to be present as Seydlitz was duly refloated a third time. The ship was raised on 2 November 1928, and while still inverted was towed south to be scrapped in Rosyth by 1930. Seydlitz's bell is on display at the Laboe Naval Memorial. One of the ship's 15 cm guns, which had been removed in 1916, was later mounted aboard the commerce raider Kormoran during World War II.
1,114,086
Blackrock (film)
1,154,410,646
1997 film by Steven Vidler
[ "1990s English-language films", "1997 drama films", "1997 films", "1997 independent films", "1997 thriller films", "Australian detective films", "Australian films based on plays", "Australian independent films", "Australian teen films", "Australian thriller films", "Films about rape", "Films set in New South Wales", "Teen crime films" ]
Blackrock is a 1997 Australian teen drama thriller film produced by David Elfick and Catherine Knapman, directed by Steven Vidler with the screenplay by Nick Enright. Marking Vidler's directorial debut, the film was adapted from the play of the same name, also written by Enright, which was inspired by the murder of Leigh Leigh. The film stars Laurence Breuls, Simon Lyndon and Linda Cropper, and also features the first credited film performance of Heath Ledger. The film follows Jared (Breuls), a young surfer who witnesses his friends raping a girl. When she is found murdered the next day, Jared is torn between revealing what he saw and protecting his friends. Leigh's family opposed the fictionalisation of her murder, though protests against the film were abandoned after it received financial backing from the New South Wales Film and Television Office. Blackrock was filmed over a period of two weeks at locations including Stockton, where Leigh was murdered, a decision that was opposed by local residents who said that memories of the murder were still fresh. While the film was never marketed as being based on a true story, numerous comparisons between the murder and the film were made, and many viewers believed it to be a factual account of the murder. The film premiered at the Sundance Film Festival, and was also shown at the Boston Film Festival, though it failed to find an American theatrical distributor. It was nominated for five AACTA Awards, including Best Film, and won the Feature Film – Adaptation award as well as the Major Award at the 1997 AWGIE Awards. It received generally positive reviews in Australia, where it grossed \$1.1 million at the box office. Outside Australia, where audiences were less familiar with Leigh's murder, critical reception of the film was mixed. ## Plot Blackrock is an Australian beachside working-class suburb in which surfing is popular among youths like Jared. His first serious girlfriend is Rachel, who comes from a much wealthier part of the city. One day, Ricko, a surfer popular among the local youths, returns from an eleven-month trip. Jared's mother, attempts to tell Jared that she has been diagnosed with breast cancer, but Jared insists on talking to her later as he is busy arranging a "welcome home" party for Ricko at the local surf club. Rachel's father, a photographer who takes provocative images of women, forbids her from attending the party but allows her older brother, Toby, to attend. While driving to the party, Toby sees Tracy, Cherie and two other girls and gives them a ride. Jared flirts with Tracy at the party and then gets into a fight with Toby. Ricko comes to Jared's defence, but Jared breaks up the fight after Ricko hits Toby several times. Tracy comes to comfort Toby, and Jared leaves the party to head to the beach alone. Jared sees Toby having consensual sex with Tracy on the beach. He then witnesses three of his male friends interrupting the couple and raping Tracy. Tracy calls out for help, but Jared, who is visibly disturbed by what he is witnessing, does not intervene. Toby and the other three boys, who never noticed Jared was watching, flee the area. Jared also runs away and leaves Tracy alone and distressed. Later that night Rachel, who has sneaked out of home to attend the party, finds Tracy's beaten corpse on the beach. Jared initially tells the police nothing of what he saw. He is torn between the need to tell the truth and the desire to protect his friends. His anger leads to the breakdown of his relationships with both Rachel and Diane. Despite Jared's silence, police arrest Toby and the three other boys within a few days. Jared decides to tell the police what he saw, as he believes Toby and the other boys will be charged with Tracy's murder. However, on his way into the police station he is confronted by Ricko, who confesses to Jared that he killed Tracy, but claims it was an accident. She hit her head on a rock when he attempted to have sex with her. He has already told police that he was with Jared all night and asks Jared to confirm his alibi in the name of mateship. Diane, who still has not been able to tell Jared that she has cancer because of his behaviour, goes in to have surgery. Jared tells the police that he was with Ricko. When he tries to suggest Tracy's death may have been an accident, the police show him the photos of Tracy's battered body. Jared aggressively confronts Ricko at the beach, and Ricko confesses that Tracy's death was not an accident. He had found her walking on the beach after the rape, and she asked him to take her home. He agreed but wanted to have sex with her first. She tried to fight him off and bit him in the process, which enraged him enough to beat her to death. As Ricko finishes his confession, the police arrive, and he realises that Jared has turned him in. He attempts to escape, but the police give chase and corner him on a cliff. Rather than go to jail and ignoring Jared's screams of protest, he jumps to his death. In the weeks that follow, Jared's life collapses. Despite learning of Diane's illness, he moves out of her house and chooses instead to be homeless. Jared returns home one day to collect his belongings; after arguing with Diane, he confesses that he witnessed Tracy's rape and could have saved her life if he had intervened or helped her afterwards. Later that day, Jared joins Diane and Cherie in cleaning graffiti from Tracy's grave. ## Cast - Laurence Breuls as Jared Kirby - Simon Lyndon as Brett "Ricko" Ricketson - Linda Cropper as Diane Kirby - Jessica Napier as Rachel Ackland - Rebecca Smart as Cherie Milenko - Bojana Novakovic as Tracy Warner (as Boyana Novakovich) - Leeanna Walsman as Shana - Nichole Stewart as Leanne (as Nichole Avramidis) - Justine Clarke as Tiffany - Heath Ledger as Toby Ackland - Cameron Nugent as Jason - Brendan Donoghue as Dave - Jade Gatt as Scottie - George Basha as Kemel - Shayne Francis as Glenys Milenko - Jeanette Cronin as Lesley Warner - David Field as Ken Warner - Geoff Morrell as Stewart Ackland - Julie Haseler as Marian Ackland - Chris Haywood as Det. Sgt. Wilansky - Essie Davis as Det. Gilhooley - John Howard as Len Kirby - John O’Hare as Geoff ## Themes Writing in the journal Antipodes, academics Felicity Holland and Jane O'Sullivan credit the film with exploring the themes of Australian masculinity, mateship, violence and sexuality. The film's portrayal of a rape and murder at a teenage party suggests that serious crime can arise from drinking and fun simply getting out of hand. The violence, they say, erupts from extreme larikkinism rather than the archetypal psychopathy seen in other films featuring violence towards women. The film's critique of criminal masculinity undermines the status of previously celebrated masculine lawbreakers in Australian history and cinema, such as Ned Kelly and Mick Dundee. The authors believe that the focus on masculinity leaves the female victim largely out of the film; they consider the "near erasure" of Tracy to be a troubling aspect; the film instead focuses on portraying the males as victims of their class, masculinity and mateship. Director Steven Vidler said the film was not about a rape, rather it was "about the culture that allowed it to happen." Vidler defended the choice to give the rape victim a minor role, stating, "It was important to show that this could have happened to anyone. We didn't want to give away too much about the victim so we could maintain that suspense." Producer David Elfick said that the film was about contemporary Australia; about "kids who have all their life to enjoy, then a deadly mixture of drugs, alcohol, sexual tension, and desire add up to a tragedy." ## Production ### Theatrical origins Brian Joyce, the director of Newcastle's Freewheels Theatre in Education, approached playwright Nick Enright, encouraging him to create a play that explored themes around the 1989 rape and murder of Leigh Leigh in Stockton, a beach area of Newcastle. Leigh's family objected to the fictionalisation of her murder. Titled A Property of the Clan, the 45-minute play premiered at the Freewheels Theatre in 1992 and was performed at the National Institute of Dramatic Art in 1993. The play was shown at various high-schools in the Newcastle area and, following its positive reception, was shown nationally at high schools across the country over a period of eighteen months. In 1994, the Sydney Theatre Company commissioned Enright to develop the play into a feature-length production. The resulting play was titled Blackrock. Blackrock retained the original four characters from A Property of the Clan, and added nine others; it was considered a more fictionalised version of Leigh's murder. The narrative and emphasis were reshaped for an adult audience rather than for a specifically educational environment. ### Film adaptation While the revisions to the play Blackrock were still being finalised, Enright started working with first-time director Steven Vidler to direct a film version, which would also be titled Blackrock. By December 1995, Vidler was working with Enright as an unofficial script editor, although they were having trouble finding financing for the film. Vidler said he considered directing the film Blackrock after having watched and been moved by the theatrical version, saying the play was "absolutely what it was like [for him] growing up in the Western Suburbs ... It's about keeping bonded with your mates. Nothing else matters ... It's about the unbelievable lengths boys will go to keep those bonds solid." Leigh's mother Robyn campaigned to have production of the film halted, but her attempts failed after the film received government financial backing from the New South Wales Film and Television Office. Blackrock was filmed over a period of two weeks with a cast and crew of about 70. A call for extras received an enthusiastic response by many teenagers in the Newcastle area. Filming locations included Stockton, Maroubra Beach, Caves Beach, and NESCA House. Notable Stockton landmarks seen in the film include the Stockton Ferry and Stockton Bridge. The community of Stockton opposed filming in the area, as memories of Leigh's murder were still fresh and the details of the script were "too close for comfort". When filmmakers arrived in Stockton in late August 1996, locations that had previously been reserved were suddenly no longer available. The local media treated them with hostility. Former Newcastle deputy mayor and Stockton resident Frank Rigby criticised the film during production, saying "I would just love it to go away and so would everybody else." Brian Joyce was also critical of the decision to film in the area, saying the filmmakers had to acknowledge the choice they had made in doing so. The situation was exacerbated by the filmmakers' denial that the film was specifically about Leigh, despite their choice of Stockton for filming. During production in September 1996, Elfick told The Newcastle Herald that he was "getting a bit bored" of people mentioning Leigh's murder. While acknowledging that the comments were understandable, Elfick concluded, "Unfortunately, that event happens all over Australia. We wanted to take the events of that murder and many other murders". He was also quoted in The Sydney Morning Herald as saying, "The movie is bigger than the Leigh Leigh thing". Elfick hoped that people viewing the film would see it as a positive way of looking at the circumstances that led to Leigh's death, and that it would make people think and maybe stop something like that happening to someone in the future. Leigh's family were vehemently opposed to the film, saying that the filmmakers were "feasting on an unfortunate situation", insensitively trivialising and exploiting her death, and portraying her negatively while doing so. One of Leigh's aunts wrote to The Newcastle Herald later that month, saying "David Elfick doesn't seem to mind free publicity even if it comes from the tragic and brutal assault, rape, and murder of a fourteen-year-old virgin, not as he called it: 'the Leigh Leigh thing which happens all over Australia.'" Enright said that while Leigh's murder served as the inspiration, the completed film is about the way a small town reacts when one of its own members murders another. ### Casting Sandy George from Australian Screen Online said that Vidler's long career as an actor helped him "draw the terrific performances" from the film's young actors. 17-year-old Laurence Breuls was literally the first person to audition for the role of Jared. Hundred of others auditioned though Breuls remained the favourite choice. Vidler chose Simon Lyndon, who played the role of Jared in the original stage production of Blackrock, for the role of Ricko, stating that Lyndon had the looks, charisma, and complexity to play the role. Rebecca Smart, who also portrayed Cherie in the original stage production, was the only person to reprise their role from the play. Blackrock is often considered to be Heath Ledger's debut film, but he had an uncredited minor role in the 1991 film Clowning Around. While Ledger's role in Blackrock is small, it is credited with garnering him attention in Australia, leading to more prominent acting roles. 15-year-old Bojana Novakovic was given the role of Tracy partly because she was a competitive gymnast and was considered mentally and physically strong enough to film the rape scene. Vidler discussed the role with her parents before filming commenced, who despite initial reservations, eventually gave permission for her to film the scene. Novakovic said the experience was traumatic and she began to tremble uncontrollably once the shoot ended, though recovered shortly afterwards, concluding, "In a way, I feel lucky to have had such a role at the beginning of my career. I don't think I'll ever be scared by an emotional scene again." The boys involved in the scene showed up at her door the following day and gave her a bunch of flowers and a T-shirt that said "shit happens". Vidler said he found the performance so powerful that when he first watched the rushes of the scene alone, he burst into tears. ## Soundtrack The soundtrack to the film was released on 28 April 1997 on Mercury Records Australia. Vidler said a lot of time was spent sifting through hundred of CDs "trying to find stuff that was not only appropriate for the film but would also be appealing to the audiences and hopefully, you know, would be released around the same time as the film, which isn't as easy as it sounds!" Jonathan Lewis from AllMusic gave the album four and a half out of five stars, concluding that it was "A fine collection of songs that, given the diversity of artists featured, is surprisingly cohesive as an album." ### Track listing ## Release The film debuted at the Sundance Film Festival on 24 January 1997. It was also shown at the Boston Film Festival on 7 September 1997. The version of the film shown outside Australia was around 100 minutes long; upon reviewing this version the Australian Classification Board gave it an 'R' rating, stating the rape scene was "too harrowing and confronting" for an MA15+ rating. Vidler subsequently cut about 10 minutes of footage out of the film so it could receive an MA15+ rating and reach its target audience of 15- to 18-year-olds. Blackrock opened in 77 cinemas in Australia on 1 May 1997 grossing \$401,599 for the week, placing seventh at the Australian box office. It went on to gross \$1,136,983 at the Australian box office. ### Reception In anticipation of the film's debut at Sundance, John Brodie from Variety said the film could be the "thunder from Down Under the way Shine was last year." Having watched the film at Sundance, David Rooney from Variety praised several of the actors' performances and said the film "should score with kids the protagonists' age, but its soap-opera-style plotting and overwritten dialogue will limit wider acceptance". Premiere also gave a negative review of the film's debut, commenting that audiences had been expecting to see another Shine, though left the screening disappointed. Elfick acknowledged that the initial screening of Blackrock at Sundance was less well received, which he blamed on sound problems. He stated that the issue was rectified for the second and third screenings, which were much more successful. Diane Carmen of The Denver Post gave the film a positive review of the film, which she said left audiences at Sundance "reeling with its intensity", concluding it was "almost guaranteed to find a distributor in the U.S", though in the event the film never received American distribution. Having viewed the film at the Boston Film Festival, Chris Wright from The Phoenix concluded, "Even with its slightly over-the-top dénouement, Blackrock is a believable, touching teen drama. It's also a gripping thriller". R.S. Murthi from the Malaysian newspaper New Straits Times gave the film two out of five stars, concluding it is "an unflattering but somewhat forced look at the wild side of teen life that at times seems dangerously tolerant of unrestrained teen behaviour." Associate professor Donna Lee Brien of Central Queensland University said that when shown outside Australia, the film lacks the "poignant and powerful narrative support of Leigh's tragedy" and was deemed by critics to be "shallow and clichéd". Australian novelist and critic Robert Drewe gave a positive review, praising the performance of Breuls, the cinematography by Martin McGrath, and director Steven Vidler's choice of such a controversial subject for a first film. Upon noting that the filmmakers deliberately insisted that their characters be portrayed as different from the actual people involved in the Leigh Leigh murder as possible, Drewe said the film is "asking a lot of Australian audiences to expunge reality from their memories", though he concluded that the film should be "compulsory viewing for all Australian teenagers." Rob Lowing from The Sun-Herald noted that the film belonged to a slew of Australasian films that focused on middle class life and ultimately gave the film 31⁄2 stars out of 4, stating, "if you went to see Romper Stomper, Metal Skin, Idiot Box or Once Were Warriors, this gritty, punchy social drama ably fits into that class." In her book Who Killed Leigh Leigh?, Kerry Carrington, a criminologist and prominent researcher of Leigh's murder, had both criticism and praise for the film. She praised it for dispelling "the myth" that sexual violence is confined to one social class, for illustrating how boys model their sexual conduct on their fathers' treatment of women, and how the culture of sex segregation in workplaces can carry over into the public life of a town, exacerbating sexist beliefs and behaviours. She criticised the film, however, for the "strong impression" it makes that ineffectual mothers are part of the underlying problem and for several differences between Leigh's murder and the film that she considered to be disrespectful to Leigh's memory, in particular the film's "Hollywood ending". Donna Lee Brien stated that just as the filmmakers attempted to distance themselves from Leigh's murder, the city of Newcastle attempted to distance itself from Blackrock. A 1999 feature in The Sydney Morning Herald discussing cinematic production in Newcastle mentioned everything from Mel Gibson's 1977 debut film Summer City to a short film festival that year, but made no mention of Blackrock. Brien theorised that some of the condemnation the film received may have been due to public frustration with the legal system, as the film achieves justice for the victim, whereas no one was ever convicted of raping Leigh. Brien cited the film as an example of why sensitivity and care must be taken when fictionalising an actual crime. ### Home media A region 1 DVD was released on 29 October 2002 containing the original version of the film. A region 4 DVD was released on 19 November 2003 containing the edited version. Special features included a four-minute featurette, cast and crew interviews, a 'goof reel' which included footage of a bonding trip made by Simon Lyndon, Laurence Bruels and Cameron Nugent to Lennox Head, and the film's original trailer and television advertisement. According to Andrew L. Urban from Urban Cinefile the featurette was "overburdened" with clips from the film, but was otherwise of interest. Urban also praised the seven-minute interview with Nick Enright. ## Historical accuracy None of the promotional material for the film mentioned Leigh and the film was not marketed as being "based on a true story". The film's credits state that it is a work of fiction and that resemblance to "actual events or persons living or dead is entirely coincidental". Nevertheless, numerous comparisons between the film and Leigh's murder were made. Just like the play it was based on, Blackrock was often incorrectly considered by viewers to be a factual account of Leigh's murder. Conflation between the two subjects was high; the film was described by Miriam Davis on radio station FM 91.5 as being the true story of "the murder of Leigh Warner at Blackrock Beach near Newcastle." Donna Lee Brien stated that every review of both the film and the play it was based on at least mentioned Leigh, with some going into great detail on the subject. Kerry Carrington stated that the film was very accurate in some aspects of the murder, yet very distant in others, as if the film was "having a bet each way". Jared is an entirely fictional character, though he has been interpreted as a metaphor for everyone who witnessed Leigh being publicly assaulted yet did nothing. In the film, Tracy does not ask her parents for permission to attend the party as she knows this would be denied, whereas Leigh obtained permission from her parents, who were told the party would be supervised. Tracy wears a short skirt, tight-fitting top, and wedged-heels to the party, while Leigh wore ordinary shorts, a jumper, and sand-shoes. Tracy's body is found that night by a girl; Leigh's body was found the next day by a boy. Tracy's mother packs up her daughter's bedroom the following day, whereas Leigh's mother left her room untouched for months. In the film, police labour until every boy involved in the rape and murder is punished, whereas no one was convicted for raping Leigh and police received criticism for alleged incompetence. Tracy's murderer was 22 years old, well-toned, and committed suicide, while Leigh's was 18 years old, 120 kg (265 lb), and was jailed. Both murderers, however, were high-school dropouts who were interested in mechanics, were considered to have no emotional depth, and were prone to violence. The party in the film was considered to be "an almost perfect re-creation" of the party in Stockton; a surf club is hired for the night with teenage attendees being entertained by a high-school band. The party spills out into the surrounding area where there are fights, and teenagers are seen stumbling, vomiting and unconscious. Tracy's funeral was also considered to be "a direct re-staging" of Leigh's service; both Leigh and Tracy's friends placed red roses on her coffin and then plant a tree in her memory. Both Leigh and Tracy's mothers worked at a nursing home and both their fathers called for the death penalty for her murderer. Parents are blamed for neglecting their children in both cases. Details that were considered to be undoubtedly taken from Leigh's murder included the filming location of Stockton, the presence of the song "If I Could Turn Back Time" featured at Leigh's funeral appearing in the original script (though it did not appear in the finished film), and posters reading "Shame Blackrock Shame" seen on telegraph poles following Tracy's murder; posters appeared around Stockton following Leigh's murder stating "Shame Stockton Shame: Dob the gutless bastards in". ## Accolades Blackrock received five nominations at the 1997 AACTA Awards, though did not win any awards. It won both the 'Feature Film – Adaptation' award and the Major Award at the 1997 AWGIE Awards.
41,442,025
Nativity (Christus)
1,139,583,697
Oil on wood panel painting by Petrus Christus
[ "1450s paintings", "Angels in art", "Collections of the National Gallery of Art", "Nativity of Jesus in art", "Paintings by Petrus Christus", "Paintings depicting Adam and Eve" ]
The Nativity is a devotional mid-1450s oil-on-wood panel painting by the Early Netherlandish painter Petrus Christus. It shows a nativity scene with grisaille archways and trompe-l'œil sculptured reliefs. Christus was influenced by the first generation of Netherlandish artists, especially Jan van Eyck and Rogier van der Weyden, and the panel is characteristic of the simplicity and naturalism of art of that period. Placing archways as a framing device is a typical van der Weyden device, and here likely borrowed from that artist's Altar of Saint John and Miraflores Altarpiece. Yet Christus adapts these painterly motifs to a uniquely mid-15th century sensibility, and the unusually large panel – perhaps painted as a central altarpiece panel for a triptych – is nuanced and visually complex. It shows his usual harmonious composition and employment of one-point-perspective, especially evident in the geometric forms of the shed's roof, and his bold use of color. It is one of Christus's most important works. Max Friedländer definitely attributed the panel to Christus in 1930, concluding that "in scope and importance, [it] is superior to all other known creations of this master." The overall atmosphere is one of simplicity, serenity and understated sophistication. It is reflective of the 14th-century Devotio Moderna movement, and contains complex Christian symbolism, subtly juxtaposing Old and New Testament iconography. The sculpted figures in the archway depict biblical scenes of sin and punishment, signaling the advent of Christ's sacrifice, with an over-reaching message of the "Fall and Redemption of humankind". Inside the archway, surrounded by four angels, is the Holy Family; beyond, a landscape extends into the far background. Art historians have suggested completion dates ranging from the early 1440s to the early 1460s, with c. 1455 seen as probable. The panel was acquired by Andrew Mellon in the 1930s, and was one of several hundreds from his personal collection donated to the National Gallery of Art in Washington. It has suffered damage and was restored in the early 1990s for an exhibition at the Metropolitan Museum of Art. ## Description The Nativity is unusually large for a 15th-century Early Netherlandish single-panel painting at 127.6 cm × 94.9 cm (50.2 in × 37.4 in), and covering four oak boards. No evidence of missing wing panels exists, yet its size suggests it may have been a central panel of a large triptych. Art historian Joel Upton writes that with its size, style, tone and composition, Christus painted "an Andachtsbild, with monumental, ciboriumlike dimensions". The distinction between the figures and the space around them is characteristic of Christus's work, as is its one-point perspective. The background landscape is serene as are the "charming, almost doll-like figures who make up the cast of characters." The setting is a shed enclosed in the front by what appear to be two stone pillars and an archway, rendered in grisaille. A tiny figure (atlante) hunches at the base of each pillar holding it up. On each pillar stand statues of Adam and Eve – Adam on the left and Eve to the right. At the bottom a marble threshold connects the arch. The top corners of the arch have two spandrels. The Fall of Man is shown in six scenes from the Book of Genesis within the archivolt, rendered in relief. Two are of Adam and Eve; their expulsion from paradise and Adam tilling the soil. The others are of Cain and Abel: their sacrifice to God; Cain slaying Abel; God appearing to Abel; Cain expelled to the Land of Nod. In the shed Mary and Joseph share an intensely private moment before the Annunciation to the shepherds of the Christ child's birth to the shepherds. They are rendered in bright colors. Mary wears a long flowing blue robe, Joseph a green-lined red cape over a brown robe. He holds his hat in hand, and his pattens are respectfully removed, left lying on the ground. They gaze reverently at the newborn figure of Jesus who lies on Mary's robe. Mary's features have a softness and sweetness more characteristic of Christus's later paintings and remarkably similar to his Madonna of the Dry Tree, according to Maryan Ainsworth. Kneeling in adoration to either side are four small angels. Animals are visible in stalls. Behind them is a crumbling wall with three low Romanesque windows. Four shepherds in contemporary 15th-century clothing are chatting amiably, leaning against the wall, looking into the shed. Two are positioned to the left and two to the right; in each pair one is dressed in red and another in blue. Behind the shed is a small hill where two shepherds herd sheep along a pathway, and beyond is a Netherlandish town with two domed structures in its center, symbolizing Jerusalem and Christ's Passion. The large domed building is based on the Holy Sepulcher in Jerusalem, a replica of which the Adornes family built in Bruges in 1427, called the Jerusalem chapel. A flock of geese is visible high in the sky through the roof's trusses. Light shines into the shed from outside through the low windows. The shadows cast suggest the dawn of a new day. The four onlookers in the rear are in light and shadow, especially noticeable on the face of the man second from the right. Here Christus borrows an optical device from the work of his predecessors Jan van Eyck and Rogier van der Weyden, but is bolder and more accomplished with his use of light, which art professor Lola Gellman describes as having "no counterpoint in previous art." ## Iconography The panel is rich in Christian iconography, which reflects the shift in religious attitudes to a more meditative and solitary devotion in the 14th century, exemplified by the Devotio Moderna movement. The painting is devotional; its iconography clearly juxtaposes Old and New Testament imagery, conveying themes of punishment and redemption, against the belief that a second chance is available through the birth of Christ. Depictions of the Nativity changed significantly in European art following St Bridget's visions of the event. According to Upton, the scene "became a source of emotional reward for one's faith, a private vision in response to one's contemplation." In Bridget's version of the event, Mary does not lie in a bed while giving birth. The event occurs in a cave, where, dressed in white, Mary kneels or stands in devotion before the infant lying on the ground. Joseph holds a candle to illuminate the birth. Robert Campin's c. 1420 Nativity is representative of Bridget's narrative; the cave has been substituted by a shed with animals, Mary's handmaidens are present, while angels and shepherds rejoice. Christus simplified the narrative: removing the handmaidens and relegating the animals to the background. Mary's white dress is replaced with a deep-blue robe. His Nativity is somber and subdued, an embodiment of the "austere calm of timeless worship." The Nativity conveys both the Old Testament themes of sin and punishment and the New Testament doctrine of sacrifice and redemption. Although Adam and Eve to either side of the arch are suggestive of those in van Eyck's Ghent Altarpiece, they differ significantly. Here they are painted as grisaille statues in contrast to van Eyck's lifelike versions; and, unlike van Eyck's, here Adam and Eve stand in shame hiding their nudity. Earthly sin and strife, anger and revenge, are represented in the warriors in the corner spandrels, and signify that which Christ's birth would bring to an end. Themes of punishment and redemption are further explored in the six scenes on the arch, where the reliefs show the events from Genesis 4:1–16 (from left to right): The angel of God expelling Adam and Eve from the Garden of Eden; post-Expulsion life "when Adam delved and Eve spun"; the sacrifices of Cain and Abel; Cain killing Abel; (top) God banishing Cain; Cain saying farewell to his parents, or possibly his brother Seth leaving to find the Tree of Life, a Jewish legend from The Apocalypse of Moses, a pseudepigraphical work from antiquity. The two uppermost reliefs on the arch, which have a central focus and function as keystones, bring attention to the juxtaposition of Old and New Testament themes. The relief to the left shows Cain and Abel sacrificing to God; on the right Cain commits the sin of murder, which God punishes. The two reliefs also function as a temporal device, leading the viewer directly to the moment of Christ's birth and mankind's redemption, which occurs below in the shed. The viewer is reminded that mankind must sacrifice to Christ, who lies directly below, or risk punishment and expulsion from the church, just as God expelled Cain. The Fall of man acted out on the archway reminds the viewer of the "necessity of Christ's sacrifice". The semicircle of rock inside the doorsill remind the viewer to abandon sin. The viewer is reminded to reach a full understanding of the significance of the event, achieved with the two groupings of shepherds at the rear of the shed. Two of the four are active and two are passive. The man dressed in blue on the left is listening; the man in blue to the right is seeing, while their counterparts in red do neither. Although actively looking and listening, the two men in blue do not appear to have a full understanding of the event. Upton explains the medieval viewer would have understood that in the iconography Christus presented "man who would listen without hearing, and look without seeing." The viewer is reminded to comprehend the painting's vision and iconography, to fully recognize the significance of Christ's coming, to hear and see the word of God, and to obey God's wishes. The tuft of grass sprouting from the roof's central truss above the figures conveys a number of meanings. Although the shrub is naturally rendered, Christus almost certainly placed it there for its symbolic value; its positioning suggests he followed a program of disguised iconography. The most obvious meaning is of new life and new beginnings. On a secular level, the shrub may have indicated Christus's membership in the Confraternity of the Dry Tree, which he joined sometime around 1462–63. The confraternity was prestigious, including among its ranks Burgundian nobility, such as Philip the Good and his wife Isabella, wealthy foreign merchants and members from Bruges's upper classes. The tuft of grass also symbolizes the tree of life, and Upton theorizes that by placing it there, Christus "has given expression to the legend" of Adam's third son, Seth, whose quest for a branch was a popular legend in the medieval period. Furthermore, alludes to Moses and the burning bush. According to Upton, in Christus's Nativity Joseph assumes Moses's role of protector and law-bringer; just as Joseph has removed his pattens in the presence of Christ, Moses removed his shoes in the presence of the bush. The setting represents the Mass – the angels are clothed in Eucharistic vestments, with those on the far right dressed in a deacon's cope. None wear the celebrant's chasuble, suggesting Christ is the priest. The shed roof is a ciborium over an altar. A later addition to the painting, added perhaps in the 17th century, and since removed, was a gold paten on which the infant lay, clearly showing Jesus as the Eucharistic host. Mary, Joseph and the angels are the first to worship the infant Christ and the shed "becomes the altar of the first mass". Upton explains that when viewed in the context of the first mass the iconography is more clearly defined. ## Composition Christus was the first Netherlandish painter to achieve proficiency in strict mathematical compositional rules with his use of orthogonals, creating a unified perspective. The concept of compositions "based on unitary perspective" was largely a pioneering effort on Christus's part, although he borrowed from the earlier masters. Compositionally, the Nativity is one of Christus's most complex and important works, which Ainsworth says is masterfully integrated with the use of color. X-radiography reveals sketched orthogonal lines on the underpainting, used to indicate where the horizontal and vertical axis should meet at the main figures' heads, and that he used a compass to sketch the spandrels. The painting contains several geometric constructions. The roof of the shed's trusses form series of triangles connecting lines joining the base of the pedestals and the crossbeams. These surround the gathering of the Holy Family, who form an inverse pattern. According to art historian Lawrence Steefel, "the detail participates in an almost emblematic pattern of repeated triangles which establish a rhyme scheme above and below, of roof structure and figure disposition." Upton writes that a "clearly defined diamond" is visible within the apex in the roof. From there it extends down to Eve, and the bottom apex is formed where the infant lies on the ground. It then extends up to Adam and back up to the roof. "This diamond shape," he writes, "supplemented by the rectangle within it, formed by the shed supports, the base of the triangle and the ground line in the shed, circumscribes the main event of the painting." Spatial and temporal borders separating the earthly and heavenly spheres are often seen in Netherlandish art, usually in the form of frames or arches. A boundary is achieved here with the grisaille archway, strongly reminiscent of van der Weyden's work. Art historians speculate Christus may have imitated his c. 1455 Altar of Saint John. Instead of merely imitating, Christus innovated and extended the use of van der Weyden's arch motif; his arch is meant to be an opening, or a screen, for the viewer to see into the holy space, instead of a simple framing device in which figures are placed directly in-line or under the arch. The multi-hued threshold stones at the bottom emphasize its function says Upton, who writes: "it is an opening through which one passes: a true frame or doorway to the picture ... Yet, since this arch is painted in grisaille, distinct from the rest of the panel, it must also be seen as a separate entity, much like an elaborate border around an illuminated manuscript page." The shadows cast by the grisaille figures stress "its function as a diaphragm between real and illusory space". A very similar archway is found in Dieric Bouts's c. 1445 Mary Altarpiece, including spandrels with warriors. Art historians are unsure which was painted earlier – Christus's Nativity or Bouts's altarpiece. Equally, van der Weyden's arched triptychs were executed at roughly the same period, but art historians are more certain Rogier's archivolt design set the precedent. Unlike Bouts and van der Weyden, Christus appears to have used the device to encompass a single scene, incorporating all the main characters within the arch, instead of a linked series of scenes with separate archways. The arch is only a prelude to the complex divisions beyond. The space inhabited by the Holy Family is holy ground. Mary, Joseph, the Christ child and the four surrounding angels occupy a space partitioned in the front by the archway and by the wall at the rear. A semicircle of figures is positioned around Christ, echoed in the semicircle of rocks placed directly inside the doorsill. Mary and Joseph are echoed by the colorful vertical porphyry columns on the sides, and by the statues of Adam and Eve. The rear of the shed where the four men stand, the small valley with the shepherds, the town, and the background landscape are also spatially discrete areas, which create a "steady, measured movement into space in place of the more abrupt jumping from foreground to distant background common to Flemish painting." They also function to surround the Holy Family while simultaneously preventing its isolation from the world. Ainsworth writes that the "message of the painting quietly emerges from the strict, perspectively correct space constructed to engage the viewer." Upton agrees, explaining that the use of geometric devices emphasize the focal point, which "falls well below the horizon in the exact center of the panel", a perspective that would have given the 15th center viewer, kneeling in front of the panel, a "sense of physical relationship between the actual and ideal act of worship." ## Dating and condition The Nativity'''s dating has long been a source of debate among scholars. Estimations range from the mid-1440s to the mid-1450s; early in Christus's career to about the time van der Weyden painted his c. 1455 Altar of St John. Generally the mid-1450s seems the most accepted. Ainsworth considers it, along with Christus's Holy Family (currently in Kansas City), one of the most important attributed to him and believes it belongs in his later oeuvre, possibly as late as the mid-1460s. Evidence such as when Christus joined the Confraternity of the Dry Tree (c. early 1460s) points to it as a later work along with the Portrait of a Young Girl. Its use of perspective and assimilation of van Eyck's and van der Weyden's earlier influences also suggest a later date. Furthermore, the softer facial types utilized in the Nativity are typical of Christus's later work, and suggest a date around the mid-1450s. Technical analysis (dendrochronological evidence) suggests a date of c. 1458, based on the tree felling date. Christus painted two other versions of the Nativity: one in Bruges and the other in Berlin. The Bruges Nativity is dated 1452 – whether the date was added by Christus or during a restoration is unknown – and technical analysis of the brushstrokes suggests it to be earlier than the Washington Nativity. Determining the execution date relies on stylistic analysis, and the degree of van der Weyden's influence. The dating of the work to the 1440s is based on the notion that Christus borrowed heavily from the immediate influence of van der Weyden and Bouts. Although some of the similarities are undeniably striking and might be attributed to following a template, the degree of sophistication in the Nativity far surpasses the other two painters, according to Ainsworth. She writes that Bouts and van der Weyden "merely expand the narrative" in their use of the archway motif, whereas Christus shows a strong cause and effect between sin and redemption, innovations which almost certainly evolved later in his career, placing the date no earlier than the mid-1450s. The underdrawing is visible through modern technical analysis, revealing the main group of figures and contour lines in the folds and drape of the clothing. The angels' wings to Mary's left are visible, but not those to the right, probably because of later overpainting. In the underdrawing Mary's gown extends far to the left of the angel, but Christus apparently changed his mind about its execution. The work has suffered damage: cracking where three wood panels are joined, paint loss to parts of the crackle pattern, and discoloration of varnishes. The largest area of paint loss occurred on Joseph's shoulder. Mary's robe has been completely restored and overpainted. Some paint loss is barely discernible in the areas around her hair. In many areas the paint layers and underlying support are in good condition. The Nativity was one of 13 works hung at the Metropolitan Museum of Art's 1994 exhibition, "Petrus Christus: Renaissance Master of Bruges". It underwent significant restoration in preparation. Technicians removed over-paint probably dating to its Spanish provenance. The addition included the gold paten on Mary's robe, pigment under the Christ child, and the halos above Mary and Jesus. As early as 1916, Friedländer questioned the presence of halos in Christus's work, rarely seen in mid-15th century Netherlandish painting. When the halos were carefully examined they were found to be later additions; before the exhibition they were removed from several paintings, including the Portrait of a Carthusian. ## Provenance The painting is today in the National Gallery of Art in Washington, D.C., which was conceived by Pittsburgh financier Andrew Mellon in the late 1930s. It was one of 126 paintings from his personal collection donated to the gallery and was on display at the museum opening in March 1941 – three years after his death. It belonged to Señora O. Yturbe of Madrid, who sold it in 1930 to Franz M. Zatzenstein, founder of the Matthiesen Gallery in Berlin. That April, the Duveen Brothers, less affected by the 1929 stock market crash than other dealers, paid Zatzenstein £30,000, in cash, for the painting and sold it immediately to Mellon. A dealer usually had to go through the lengthy process of sending photographs of a painting via trans-Atlantic ship to an American buyer and then wait for a reply; the transaction for the Nativity'' is exceptional because it is the first painting of which the photograph was wired via Marconi cable from England to America. To avoid the export fees due if the painting been sent directly to New York, the Duveens took a circuitous route – from Madrid to Germany, then to Paris and America. In 1936 it was acquired by the A.W. Mellon Educational and Charitable Trust, and gifted to the National Gallery a year later. Given its size and orientation, the panel was probably meant to stand alone, but may have been conceived as the wing of triptych altarpiece. Who commissioned the piece or how it came to be in the possession of a Spanish owner is unknown. At least half of Christus's known patrons were Italian or Spanish, and he often changed his style to suit their desire. Around eight of his paintings – only about 25 are extant – have come from either Italy or Spain, giving credence to speculation that he spent time there. Yet the existence of the thriving export market in early Netherlandish panel painting suggests equally that it could have been painted in Bruges and transported south.
14,257,771
North Island (Houtman Abrolhos)
1,173,282,893
Island in the Houtman Abrolhos, off the coast of Mid West Western Australia
[ "Important Bird Areas of Western Australia", "North Island (Houtman Abrolhos)" ]
North Island is the northernmost island in the Houtman Abrolhos, a coral reef archipelago in the Indian Ocean off the coast of Mid West Western Australia. Located about 14 km (9 mi) from the nearest island group, it is one of the largest islands in the Houtman Abrolhos, and one of the few to support dune systems. It has relatively diverse flora dominated by chenopod shrubs and fauna that includes the introduced tammar wallaby, around seven species of reptile, and about 15 resident bird species. First recorded and surveyed in 1840, North Island has been a seasonal camp for western rock lobster fishermen since the beginning of the 20th century, and this remains the principal focus of human activity on the island. There is also a small amount of tourism, though for the most part it is reserved as conservation habitat for vegetation communities and rare birds. ## History ### Discovery The earliest recorded sighting of North Island occurred in May 1840, during the third survey voyage of HMS Beagle, commanded by John Clements Wickham. It was sighted from the peak of Flag Hill on East Wallabi Island in early May, explored on 22 May, and given its name due to "its relative position to the remainder of Houtman's Abrolhos". Before he left the island, Wickham left a letter in a bottle atop the highest hill, which he accordingly christened Record Hill. A map of the island first appeared in 1845 on a British Admiralty chart entitled "The Houtman Rocks". The following year, Wickham's lieutenant, John Lort Stokes, published the first account of the island in his Discoveries in Australia. He observed: > "The island was about a mile across, and nearly circular. It was surrounded by a range of hills, with a flat in the centre, covered with coarse grass, where a great many quails were flushed, affording good sport, but not a single wallaby." ### Development of industry and infrastructure A western rock lobster fishery developed on the island in the early 20th century. There are records of the island being used as a base for crayfishers as early as 1902, and for many years it was used as an anchorage by anglers. It was not until 1947, however, that a seasonally inhabited permanent camp was established there. According to former crayfisher Ron Bertelsen, the first camp was established by skippers George Barker and George Nelson and deckhand John Long, who relocated there when lobsters around Pigeon Island grew scarce. They camped at the southern end of North Island in a camp initially built from packing case timbers. A local carrier boat, the Betty Margaret, serviced the camp. From about 40 seasonal inhabitants in 1940, the population grew to about 130 by 2003. An airstrip was built in 1979. ### Visits by naturalists A number of naturalists have visited the island, starting with the Percy Sladen Trust Expedition to the Abrolhos Islands in 1913. This expedition spent little time on North Island, as shore collecting was not very successful there, and other islands appeared better suited to their work. Expedition members nevertheless published substantial information about the island, including a description of its physiography and a list of its vertebrates. Australian ornithologist Dom Serventy visited the island in 1945 but left no published account. In 1959, a group from the University of Western Australia's Department of Zoology, accompanied by the English botanist Mary Gillham, travelled to the island; a brief article on its physiography, vegetation and vertebrate fauna was published the following year by Glen Storr. More recent visitors have included P. R. Howden in 1974, Robert Ivan Taylor Prince in 1976, Ronald Eric Johnstone in 1981 and 1983, Phillip Fuller in 1992, and Judith Harvey and Vanda Longman in 1999. ## Geography Nominally located at , North Island is an isolated island, separated from its nearest neighbours in the Wallabi Group by the 14 km (9 mi) wide South Passage. Despite this separation, it is sometimes treated as part of that group. It is roughly diamond-shaped and is approximately 2 km (1+1⁄4 mi) long from south to north, and 1+1⁄2 km (1 mi) from west to east, giving it an area of about 180 hectares (450 ac). Two high points are named Record Hill and Latitude Hill. These are the only gazetted places on the island, although some other features have informal names: The most northerly and southerly point on the island have been called "North Point" and "South Point" respectively, and in 1960 a high point in the northwest corner of the island was referred to as "Northwest Hill". On the eastern side is a seasonally inhabited permanent fishers' camp. There is an unnamed lighthouse on the western side, a trig point on the eastern side, and a gravel airstrip near the centre. The island is surrounded by a coral reef flat. This extends about 1+1⁄2 km (1 mi) to the west of the island, and over 3 km (2 mi) to the north and south, but the reef margin lies quite close to the island on the eastern side. Most of the reef is not navigable, but a passage through the reef just north of the island is named Suda Bay Passage; one just south of the island is named Barker Passage; and there are a few breaks or channels on the eastern side of the island where boats may obtain shelter in bad weather. An area of reef immediately north of the island is named The Flat, and at the northern extreme of the reef is a breaker named The Big Breaker. About 200 m (660 ft) west of the island is a small rock informally known as "Shag Rock", but with no official name; it differs from Shag Rock in the Wallabi Group further south. Like the rest of the Houtman Abrolhos, North Island is Australian territory. It is a part of Western Australia, and falls within the boundaries of the federal Electoral Division of Durack and the state electoral district of Geraldton. It is part of the Houtman Abrolhos Nature Reserve, an A-class reserve managed by Western Australia's Department of Fisheries. ## Geology and physiography The basement of North Island is the Wallabi Limestone, a dense calcretised, coral limestone platform that underlies the entire Wallabi Group. Arising abruptly from a flat shelf, it is about 40 m (131 ft) thick, and of Quaternary origin. Areas of reef that formed during the Eemian interglacial (about 125,000 years ago), when sea levels were higher than at present, are now emergent in places, and these form the basement of the group's central platform islands, namely West Wallabi Island, East Wallabi Island and North Island. North Island's basement for the most part does not exceed 1.5 m (4 ft 11 in) in elevation. Much of it is capped by aeolianite, and nearly all of it is covered with sand, but there are some exposed outcrops. The southern margin of the island, for example, takes the form of a low cliff, which is severely undercut by the sea in many places. There are extensive dunes of unconsolidated Holocene sand along both the western and eastern sides of the island. The topography of these dunes varies with time: in 1913, Dakin recorded the dunes as being a good deal higher in the east than in the west, but in 1960 Storr found the eastern dunes to be severely eroded, apparently because of a fire that burnt much of the island's vegetation in 1935. In the centre of the island is a low plain with a sinkhole in its southwest corner and a small salt lake near its northern edge. The soil in the centre of the plain is shallow loam, whereas the rim is deeper and composed largely of shell fragments. ## Climate An automatic weather station has been installed on the island since 1990, and hourly measures of precipitation, air temperature, wind speed, wind direction, relative humidity and atmospheric pressure have been publicly available since then. This is the only weather station in the Houtman Abrolhos, so its data underlies climatic models of the island chain as a whole. Based on the data for North Island, the Houtman Abrolhos has been described as having a Semi-arid climate with warm, dry summers and cooler, wet winters. Mean temperatures range from 9.3 to 19.5 °C (49 to 67 °F) in July, and from 19.1 to 32.4 °C (66 to 90 °F) in February. This is a substantially smaller range than on the mainland: the summer temperature is typically a degree cooler, while winter temperatures are a good deal warmer. This is due to the influence of the ocean, in particular the Leeuwin Current. Eighty-six percent of the island's rain falls between April and September; on average there are 89 rain days, resulting in 469 mm (18 in) of rain. The wettest month is June, when over 100 mm (4 in) typically falls. In contrast, only about 70 mm (3 in) can be expected to fall between October and March. It is nearly always windy. During summer a high-pressure ridge lies to the south, causing persistent winds from the southeast or southwest at speeds exceeding 17 kn (31 km/h) almost half the time. During autumn and winter, the ridge moves north, increasing atmospheric pressure over the islands and creating variable winds. Winter tends to produce both the strongest gales and the most frequent periods of calm. In addition to these winds, there is daily pattern of land breezes in the morning, followed by the onset of south-westerly sea breezes in the afternoon. This pattern is caused by temperature differences between the land and the ocean; it is not as strong in the Houtman Abrolhos chain as on the mainland, but is present. Three classes of storm have been identified in the region. Brief squalls may occur between December and April. A tropical cyclone occurs in the area about once in three years, between January and April; these may generate extremely high wind speeds that are potentially destructive. During winter, extra-tropical cyclones sometimes pass south of Geraldton, generating winter gales with gusts of up to 35 m/s (115 ft/s), the wind direction from the northwest initially, then gradually moving around to southerly. ## Flora Most of North Island is dominated by chenopod shrubs, generally less than a metre (3 ft) high. The beach vegetation is largely Spinifex longifolius (beach spinifex), Salsola kali (prickly saltwort), Atriplex cinerea (grey saltbush) and naturalised Cakile maritima (sea rocket). Stable dunes are vegetated by Atriplex paludosa (marsh saltbush), Scaevola crassifolia (thick-leaved fan-flower), Olearia axillaris (coastal daisy-bush), Myoporum insulare (blueberry tree) and Exocarpos sparteus (broom ballart). Sheltered areas behind dunes support Salsola kali and Myoporum insulare and also Nitraria billardierei (nitre bush), the last of these being the only plant on the island to grow over 1+1⁄2 m (5 ft) high. In areas where limestone is close to the surface, the vegetation consists of Pimelea microcephala (shrubby rice-flower), Spyridium globulosum (basket bush) and Acanthocarpus preissii. The rim of the central plain is vegetated by a dense shrubland of Rhagodia baccata (berry saltbush), Atriplex paludosa and Threlkeldia diffusa (coast bonefruit). Nearer the centre, the vegetation consists of Frankenia pauciflora (seaheath), Muellerolimon salicorniaceum and Tecticornia arbuscula (bulli bulli), although T. arbuscula is replaced by Tecticornia halocnemoides (shrubby samphire) where the soil is shallow. The most low-lying area of the central plain, south of the salt lake, is water-logged in winter; it is vegetated by a dense mat of Sarcocornia quinqueflora (beaded samphire), Sporobolus virginicus (marine couch) and Suaeda australis (seablite). The dune, limestone and salt lake vegetation communities on North Island are considered to have high conservation significance. The dune and limestone communities have high biodiversity, are highly sensitive to disturbance and regenerate slowly. The salt lake community is considered significant because of the rarity of salt lakes on offshore islands. According to a survey published in 2001, the following vascular plants occur on North Island: ## Fauna ### Mammals No land mammals are known to be native to North Island, but the Australian sea lion (Neophoca cinerea) occasionally hauls out on the island's beaches, and it has been suggested that the island once had a native population of tammar wallaby (Macropus eugenii). Stokes explicitly stated the tammar wallaby to be absent from North Island in 1840, and it was not recorded by the Percy Sladen Trust Expedition in 1913. It was apparently introduced to the island in the 1920s, as early fishermen reported seeing it between 1928 and 1930. This introduction failed, possibly due to overgrazing. The species was not found by Serventy during his 1945 visit, nor by Storr in 1959, but the latter found plenty of remains, mostly mandibles. Storr interpreted these remains as predating the 1920s introduction, suggesting that a native population of tammars became extinct on the island before 1840. Albert Russell Main agreed, but the theory has not been accepted by later researchers. In 1985, five tammar wallabies were introduced onto North Island, and the population established successfully. Possible reasons for this success include the absence of the wallabies' natural predator, the carpet python (Morelia spilota imbricata); the availability of additional food and water from the fishers' huts, which are occupied during the harshest time of the year; and the presence of the air strip, which apparently provides additional food for them. By the 2000s, there were over 450 tammar wallabies on the island. The wallabies overgrazed and ringbarked the native vegetation, particularly the area burnt in 1935, thus reducing vegetation cover and causing a serious decline in populations of some plant species. In 2003, island residents asked the Department of Conservation and Land Management (CALM; now the Department of Environment and Conservation) for help in managing the issue. CALM staff visited the island in April and May of that year and produced a report recommending an investigation into controlling population levels by the use of implanted contraceptives. Exploration of this option began in 2005, but in July 2007 the research was discontinued. Around 60 wallabies were removed to educational institutions for research purposes, and culling began. By February 2008, the wallaby population had been reduced to around 25 individuals. The only other mammal known to occur on the island is the naturalised house mouse (Mus Musculus). Eight European rabbits (Oryctolagus cuniculus) were introduced in 1934, and were found to be "exceedingly numerous" by 1945, but by 1960 they were extinct, apparently from predation by feral cats. Neither rabbits nor cats are now reported as naturalised on the island. ### Reptiles Reptiles recorded on North Island include Binoe's prickly gecko (Heteronotia binoei), the gecko Christinus marmoratus, the Jew lizard (Pogona barbata), King's skink (Egernia kingii), the western limestone ctenotus (Ctenotus australis), the western worm lerista (Lerista praepedita), the common dwarf skink (Menetia greyii), and the Abrolhos bearded dragon (Pogona minor minima). The carpet python was reported as present on the island in very low numbers before 1960, but it has never been observed there by naturalists, and is now absent. The green turtle (Chelonia mydas) has been observed in large numbers near the shore, and it has been claimed that they breed on the island, but this has never been verified. If it is true, then North Island would be the species' most southerly breeding site in Western Australia. ### Birds The birds most often mentioned in relation to North Island are the Abrolhos painted buttonquail (Turnix varius scintillans), a rare subspecies of the widespread painted buttonquail (Turnix varius) known only from the Wallabi Group and protected under the Wildlife Conservation Act 1950; and the brush bronzewing (Phaps elegans), one of the most common birds on North Island, the mainland populations of which are decreasing. Other birds known to breed on North Island include the osprey (Pandion haliaetus cristatus), greater crested tern (Thalasseus bergii), Caspian tern (Hydroprogne caspia), silver gull (Chroicocephalus novaehollandiae novaehollandiae), and welcome swallow (Hirunda neoxena). Birds commonly recorded as resident on the island but not recorded as breeding there include the Pacific reef heron (Egretta sacra), white-bellied sea eagle (Haliaeetus leucogaster), red-capped plover (Charadrius ruficapillus), fairy tern (Sterna nereis nereis), Australian pipit (Antus australis) and western silvereye (Zosterops lateralis chloronotus). The sooty oystercatcher (Haematopus fuliginosus fuliginosus) and white-backed swallow (Cheramoeca leucosterna) have also rarely been observed as resident on the island. The most common visitors to the island are the bar-tailed godwit (Limosa lapponica baueri), grey-tailed tattler (Tringa brevipes), ruddy turnstone (Arenaria interpres interpres), red-necked stint (Calidris ruficollis) and curlew sandpiper (Calidris ferruginea). Other observed visitors include the great cormorant (Phalacrocorax carbo novaehollandiae), nankeen kestrel (Falco cenchroides cenchroides), banded lapwing (Vanellus tricolor), greater sand plover (Charadrius leschenaultii), whimbrel (Numenius phaeopus variegatus), greenshank (Tringa nebularia), sanderling (Calidris alba), willie wagtail (Rhipidura leucophrys leucophrys) and brown songlark (Cincloramphus cruralis). North Island is part of the Houtman Abrolhos Important Bird Area, identified as such by BirdLife International because of its importance for supporting large numbers of breeding seabirds. ## Human uses The entire Houtman Abrolhos is protected by an A-class nature reserve that is wholly vested in Western Australia's Minister for Fisheries for purposes of "Conservation of Flora and Fauna, Tourism, and for Purposes Associated with the Fishing Industry". ### Fishing industry North Island's primary human use is as a seasonal camp for Western Rock Lobster fishers. During lobster season, which runs from 15 March to 30 June, North Island's camp is occupied by about 130 fishers. The camp is serviced by a carrier boat, the North Islander, which visits the island every three days, bringing supplies and taking out the catch and any domestic waste. ### Conservation North Island is considered to have high conservation value with respect to its populations of brush bronzewing and Abrolhos painted buttonquail, and its dune, limestone and salt lake vegetation communities. The potential existence of historically significant artefacts on Record Hill, namely the bottle left by Wickham and Stokes in 1840, has not been assessed. A 514 ha (1,270 acres) area of reef immediately south of North Island is designated a Reef Observation Area (ROA). Fishing is prohibited in this area, except for the use of lobster pots. One of four ROAs in the Houtman Abrolhos, these protected areas are intended to help conserve species of territorial fish that are fished elsewhere, and to provide divers with the opportunity to observe large populations that are not frightened by their approach. ### Tourism With extensive sand beaches, seabird breeding areas, and good dive sites in the Reef Observation Area to the south of the island, North Island is considered an attractive tourist site. However, all of the island's limited anchorage and jetty space is occupied by commercial fishers, so landings from private or charter boats are possible only by prior arrangement. Moreover, visitors are not permitted to camp on the island. North Island accounts for about 3.5% of private recreational boat trips to the Houtman Abrolhos and about 1% of commercial charter boat trips. The most recent tourism plan for the Houtman Abrolhos supports the continued use of North Island by private charter boats and the use of the airstrip for tourism purposes, but recommends against the establishment of a land-based tourist site there.
1,972,785
Illinois (Sufjan Stevens album)
1,171,420,251
2005 album by Sufjan Stevens
[ "2005 albums", "Albums arranged by Sufjan Stevens", "Albums produced by Sufjan Stevens", "Anti-folk albums", "Asthmatic Kitty albums", "Baroque pop albums", "Christian music albums by American artists", "Concept albums", "Folk rock albums by American artists", "Illinois culture", "Illinois in fiction", "Lo-fi music albums", "Rough Trade Records albums", "Secretly Canadian albums", "Sufjan Stevens albums", "Superman in other media" ]
Illinois (styled Sufjan Stevens Invites You to: Come on Feel the Illinoise on the cover; sometimes spelled as Illinoise) is a 2005 concept album by American singer-songwriter Sufjan Stevens. His fifth studio album, it features songs referencing places, events, and persons related to the U.S. state of Illinois. Illinois is Stevens' second based on a U.S. state—part of a planned series of fifty that began with the 2003 album Michigan and that Stevens has since acknowledged was a joke. Stevens recorded and produced the album at multiple venues in New York City using low-fidelity studio equipment and a variety of instruments between late 2004 and early 2005. The artwork and lyrics explore the history, culture, art, and geography of the state—Stevens developed them after analyzing criminal, literary, and historical documents. Following its release, Stevens promoted Illinois with a world tour. Critics praised the album for its well-written lyrics and complex orchestrations. In particular, reviewers noted Stevens' progress as a songwriter since the release of Michigan. Illinois was named the best-reviewed album of 2005 by review aggregator Metacritic, and was included on several reviewers' "best of the decade" lists—including those of Paste, NPR, and Rolling Stone. According to aggregate website Acclaimed Music, Illinois is the most acclaimed album of 2005, 7th most acclaimed album of 2000s and 95th most acclaimed album in history. The album amounted to Stevens' greatest public success to date; it was his first to place on the Billboard 200, and it topped the Billboard list of "Heatseekers Albums". The varied instrumentation and experimental songwriting on the album invoked comparisons to work by Steve Reich, Neil Young, and the Cure. Besides numerous references to Illinois, Stevens continued a theme of his songwriting career by including multiple references to his Christian faith. ## Background, recording, and tour Stevens launched his 50-state project in 2003 with the album Michigan and chose to focus on Illinois with this recording because "it wasn't a great leap", and he liked the state because he considered it the "center of gravity" for the American Midwest. Before creating the album, Stevens read literature by Illinois authors Saul Bellow and Carl Sandburg, and studied immigration records and history books for the state—he made the deliberate decision to avoid current events and focused on historical themes. He also took trips through several locations in Illinois and asked friends and members of Internet chat rooms for anecdotes about their experiences in the state. Although he began work in 2004 on Oregon-themed songs and briefly considered releasing a Rhode Island 7", Stevens has since not released another album focused on a state, saying in a November 2009 interview with Paste that "the whole premise was such a joke," and telling Andrew Purcell of The Guardian in October 2009 "I have no qualms about admitting [the fifty states project] was a promotional gimmick." An Arkansas-related song was released through NPR as "The Lord God Bird" and material intended for New Jersey and New York became The BQE. All of the songs on Illinois were written, recorded, engineered, and produced by Stevens, with most of the material being recorded at The Buddy Project studio in Astoria, Queens, and in Stevens' Brooklyn apartment. As with his previous albums, Stevens recorded in various locations, with additional piano recorded in St. Paul's Church in Brooklyn; strings and vocals performed in collaborators' apartments; electronic organ recorded in the New Jerusalem Recreational Room in Clarksboro, New Jersey; and vibraphone played at Carroll Music Studios in New York City. Stevens mostly created the album without collaboration, focusing on the writing, performance, and technical creation of the album by himself: "I was pretty nearsighted in the construction of Illinois. I spent a lot of time alone, a few months in isolation working on my own and in the studio. I let things germinate and cultivate independently, without thinking about an audience or a live show at all." Stevens employed low-fidelity recording equipment, which allowed him to retain creative control and keep costs low on recording Illinois. Typically, his process involved recording tracks using 2 Shure SM57s and an AKG C1000, running through a Roland VS880EX, at a sampling rate of 32 kHz (lower than the rates typically used in recording). He then employed Pro Tools for mixing and other production tasks. After consulting with Michael Kaufmann and Lowell Brams of Asthmatic Kitty about the amount of material he had recorded, Stevens decided against a double album, saying that would be "arrogant". In 2006, several tracks recorded during these sessions were sent to Seattle-based musician and producer James McAllister for additional instrumentation and production, and were released in 2006 on the follow-up album The Avalanche: Outtakes and Extras from the Illinois Album. Among these outtakes are three separate recordings of the song "Chicago"—including the "Multiple Personality Disorder Version", which was produced during a subsequent tour. The "Adult Contemporary Easy Listening Version" of the song was supposed to appear on the Illinois album, but was changed at the last minute. Illinois was released on July 4, 2005, through Rough Trade Records in Europe and was distributed domestically by Asthmatic Kitty Records starting July 5, 2005. Although he initially had no plans to perform this material live, less than two weeks after the release of Illinois, Stevens embarked on a North American tour to promote the album, performing with a string section of eight to ten members named the Illinoisemakers. He deliberately chose to avoid television as a promotional tool and focused on the tour performances themselves. He was supported on some dates by opening acts Liz Janes (who is also signed to Asthmatic Kitty) and Laura Veirs as well as Illinois collaborator Shara Nova's solo project My Brightest Diamond. He toured in support of the album again from September through November 2006, this time including dates in several European cities. During the 2006 dates, Stevens and his band transitioned from wearing University of Illinois-themed outfits to butterfly suits and bird wings. ## Musical style and themes Reviewers have noted similarities between this album and those of musicians and composers in several musical genres—from pop to contemporary classical, even show tunes and jazz-based time signatures. The lyrics and their rich thematic elements have been noted for their literary quality, earning comparisons to Ralph Waldo Emerson, Henry David Thoreau, William Carlos Williams, and Walt Whitman. Genre labels that have been applied to the album include indie folk, indie pop, indie rock, folk rock, anti-folk, chamber folk, and lo-fi. ### Musical style Reviewers of Illinois have compared Stevens' style to Steve Reich, Vince Guaraldi, the Danielson Famile, Neil Young, Nick Drake, and Death Cab for Cutie. Stevens' use of large orchestral arrangements in his music—much of it played by himself through the use of multi-track recording—has been noted by several reviewers. Rolling Stone summarized the musical influences of Illinois, saying "the music draws from high school marching bands, show tunes and ambient electronics; we can suspect Steve Reich's Music for 18 Musicians is an oft-played record in the Stevens household, since he loves to echo it in his long instrumental passages." A review in The A.V. Club referred to some of the vocal work as "regressively twee communalism", but found Stevens' music overall to be "highly developed". The song "Come On! Feel the Illinoise!" has a saxophone part resembling "Close to Me" by The Cure. The creation of Illinois marked a shift in Stevens' emphasis on songwriting and studio work toward live performance and more abstract concepts of motion and sound—subsequent tours and albums emphasized electronic music and modern dance over the indie folk material on Michigan and Illinois. He has ceased writing songs about individual characters with straightforward narratives or concept albums and briefly considered quitting the music business entirely after creating and promoting this album. He also found that the way in which he listened to music had changed after producing Illinois: > I think now I listen more as a technician and a researcher. I'm always hearing music in terms of what I can take out of it, and I think I've always listened like that. I have a hard time just listening for pleasure. I'm much less about instinct, and more of a utilitarian listener. Like, what is the use of this song? What is the usefulness of this melody for this theme or statement? What are they doing that's unusual sounding, and how can I learn from that? Stevens is a classically trained oboist and his knowledge of classical and baroque music influenced many of his arrangements. Stevens himself has noted the influence of composers Igor Stravinsky, Sergei Rachmaninoff, and Edvard Grieg; along with contemporary composers Terry Riley, Steve Reich, and Philip Glass. The music on this album was written to be grandiose, to match the history of the territory. Stevens used time signature changes in the composition of Illinois for dynamic effect—for instance, "Come On! Feel the Illinoise!" begins with a 5/4 time signature and then changes to a standard 4/4 later in the song. ### Illinois themes Many of the lyrics in Illinois make references to persons, places, and events related to the state of the same name. "Concerning the UFO Sighting Near Highland, Illinois" is about a UFO sighting by police officers near Highland, Illinois, where several persons reported seeing a large triangular object with three lights flying at night. "Come on! Feel the Illinoise!" makes reference to the World's Columbian Exposition, which took place in Chicago in 1893. "John Wayne Gacy, Jr." documents the story of the 1970s Chicago-based serial killer of the same name. Several lyrics make explicit references to events in his life: "[w]hen the swingset hit his head" refers to an event in Gacy's childhood, when a swing hit his head and caused a blood clot in his brain; "He dressed up like a clown for them / with his face paint white and red" alludes to the nickname given to Gacy—the "Killer Clown"; and "He put a cloth on their lips / Quiet hands, quiet kiss on the mouth" references Gacy's use of chloroform to subdue and molest his victims. The song ends with the narrator turning inward with the lyrics: "And in my best behavior, I am really just like him / Look beneath the floorboards for the secrets I have hid." Stevens stated in a 2009 interview with Paste that "we're all capable of what [Gacy] did." "Casimir Pulaski Day" interweaves a personal story with the state holiday Casimir Pulaski Day. "The Man of Metropolis Steals Our Hearts" makes references to Superman, whose fictional hometown of Metropolis was partially modeled after Chicago (the town of Metropolis, Illinois has also capitalized on this association). Jessica Hopper of the Chicago Reader noted that Ray Middleton—who was the first actor to play the comic book superhero—was also born in Chicago. "They Are Night Zombies!! They Are Neighbors!! They Have Come Back from the Dead!! Ahhhh!" makes references to ghost towns of Illinois. Stevens relates experiences from a summer camp he went to as a child in Michigan for "The Predatory Wasp of the Palisades Is Out to Get Us!", but moved the locale to Illinois for the sake of the album. The track "Decatur, or, Round of Applause for Your Stepmother!" includes references to Decatur, Illinois, but Stevens stated the track also acted as "an exercise in rhyme schemes". Some references to Decatur included in the song were alligator sightings in the area, the equipment manufacturer Caterpillar, and a flood that exhumed a graveyard of soldiers from the Civil War. Other allusions to the state's people, places, and events include the Black Hawk War, author Carl Sandburg, Stephen A. Douglas, Abraham Lincoln, the Sangamon River, the Chicago Cubs, Lydia Moss Bradley, the Sears Tower dubbed "Seer's Tower" (now called Willis Tower), and the localities of Jacksonville, Peoria, Metropolis, Savanna, Caledonia, Secor, Magnolia, Kankakee, Evansville, and the several locations named Centerville, Illinois. During the tour following the release of Illinois, Stevens' band wore cheerleader outfits based on those of the University of Illinois. ### Christianity Although Illinois is a concept album about the U.S. state, Stevens also explored themes related to Christianity and the Bible. As a Christian, he has written and recorded music about spiritual themes throughout his career—particularly on the 2004 album Seven Swans—and prefers to talk about religious topics through song rather than directly in interviews or public statements. The song "Decatur, or, Round of Applause for Your Stepmother!" includes the line "It's the great I Am"—taken from the response God gave when Moses asked for his name in the Book of Exodus (). "Casimir Pulaski Day" describes the death of a romantic partner due to bone cancer (despite Bible study prayers for healing), and the narrator questions God in the process. More abstract allusions appear in "The Man of Metropolis Steals Our Hearts", which utilizes Superman as a Christ figure and "The Seer's Tower", which references the Book of Revelation and the Second Coming of Christ. Songs which were not written with an explicit theological focus—such as "John Wayne Gacy, Jr."—also feature religious themes such as sin and redemption. ## Artwork Divya Srinivasan created the album artwork, depicting a variety of Illinois-related themes, including Abraham and Mary Todd Lincoln, the Sears Tower, and Black Hawk. The album cover reads, "Sufjan Stevens Invites You To: Come On Feel the Illinoise!" as a wordplay on the common mispronunciation of the state's name as "ill-i-NOYZ" and a reference to the Slade song "Cum On Feel the Noize" made famous in the United States by the metal band Quiet Riot. The text on the cover caused some confusion over the actual title of the album—it is officially titled Illinois, as opposed to Come on Feel the Illinoise or Illinoise. Paste listed Illinois as having the seventh best album art of the decade 2000–2009. The album also won the PLUG Independent Music Award for Album Art/Packaging of the Year in 2006. Shortly after the release of the album, reports arose that DC Comics had issued a cease and desist letter to Asthmatic Kitty because of the depiction of Superman on the cover. However, on October 4, 2005, Asthmatic Kitty announced that there had been no cease and desist letter; the record company's own lawyers had warned about the copyright infringement. On June 30, 2005, Asthmatic Kitty's distributor Secretly Canadian asked its retailers not to sell the album; however, it was not recalled. On July 5, the distributor told its retailers to go ahead and sell their copies, as DC Comics agreed to allow Asthmatic Kitty to sell the copies of the album that were already manufactured, but the image was removed from subsequent pressings. Soon after it was made public that the cover would be changed, copies of the album featuring Superman were sold for as high as \$75 on eBay. On the vinyl edition released on November 22, 2005, Superman's image is covered by a balloon sticker. The image of the balloon sticker was also used on the cover of the compact disc and later printings of the double vinyl release. Stevens himself was surprised by the development and also had to pay a fee for referencing lyrics from Woody Guthrie's folk anthem "This Land Is Your Land" in the track "No Man's Land", which was later released on The Avalanche. The 10th anniversary vinyl reissue of Illinois features the Marvel character Blue Marvel, who hails from Chicago, in place of Superman. Asthmatic Kitty obtained permission from Marvel to use the character's likeness. The Blue Marvel edition's artwork was created by Divya Srinivasan and has LP 1 on "cape white" vinyl, LP 2 on "antimatter blue" vinyl, and a bonus single of "Chicago (Demo)" (on both sides) on a red vinyl 12" disc shaped like a six-sided star in reference to the municipal flag of Chicago. ## Critical reception Illinois was Sufjan Stevens' greatest commercial and critical success to date. For the first time, his work charted on the Billboard 200 and received several awards from critics. The site assesses this as "universal acclaim" and designated it the best-reviewed album of 2005, alongside Z by My Morning Jacket. In 2020, Consequence of Sound ranked several of Stevens' studio albums, with Illinois coming in second behind the 2015 release Carrie & Lowell. Andy Battaglia of The A.V. Club said that Stevens "has grown into one of the best song-makers in indie rock" with the album. Tim Jonze of NME called Illinois "a brainy little fucker" and described Stevens as "prolific, intelligent and—most importantly—brimming with heart-wrenching melodies." Rob Sheffield of Rolling Stone responded favorably to the album, praising the "over-the-top arrangements" and Stevens' "breathy, gentle voice" as well as the personal nature of songs such as "Chicago" and "Casimir Pulaski Day", but criticized "John Wayne Gacy, Jr.", stating that it "symbolizes nothing about American life except the existence of creative-writing workshops". Michael Metivier of PopMatters described "John Wayne Gacy, Jr." as "horrifying, tragic, and deeply sad without proselytizing." Amanda Petrusich of Pitchfork described Illinois as "strange and lush, as excessive and challenging as its giant, gushing song titles." Dave Simpson of The Guardian echoed this sentiment by saying that the music sounds like "The Polyphonic Spree produced by Brian Eno." The diversity in instrumentation also received a positive review from Entertainment Weekly's Kristina Feliciano. Jesse Jarnow of Paste praised the playful nature of Illinois, commenting that it had "sing-song" melodies and "jaunty" orchestrations. Jarnow also noted ironic lyrics, citing a line from "The Predatory Wasp of the Palisades is Out to Get Us!": "I can't explain the state I'm in ..." after a section of the song that references many Illinois landmarks. Q called the album a "sizeable step forward" from Michigan, and said Stevens' love for the state of Illinois is infectious. Critic Andy Gill dubbed Illinois "an extraordinary achievement" in Uncut, and in a separate review for The Independent added that it "makes most other albums seem small-minded and, ironically, rather parochial." Catherine Lewis of The Washington Post responded favorably to the album, stating that it has well-written lyrics, comparing Stevens' rhyming to that of Stephin Merritt. Lewis cited "Casimir Pulaski Day" as one of the most memorable songs of the album. In December 2005, American webzine Somewhere Cold voted Illinois CD of the Year on their 2005 Somewhere Cold Awards Hall of Fame list. ### Accolades Illinois achieved recognition with inclusion on numerous reviewers' "best of the year" and "best of the decade" lists. In particular, the album topped the best of the decade list appearing in the November 2009 issue of Paste and NPR named Illinois on their list of "The Decade's 50 Most Important Recordings". Pitchfork called Illinois the sixteenth best album of the decade, with Stevens' previous album—Michigan—placing 70 on that same list. The album also won the 2005 New Pantheon Award—a type of Shortlist Music Prize. The album was also included in the book 1001 Albums You Must Hear Before You Die. Finally, Paste listed Stevens as one of their "100 Best Living Songwriters" in 2006, primarily due to the writing on Michigan and Illinois. ## Commercial performance In its first week of sales, Illinois sold 9,000 copies, 20% coming from online sales. Overall, the album sold more than 100,000 copies by November 2005 and over 300,000 by the end of 2009. It was Stevens' first release to place on the Billboard 200, reaching number 121 within eight weeks on the chart. It also reached number one on Billboard's Heatseekers Albums chart and number four on the Independent Albums chart, remaining on them for 32 and 39 weeks, respectively. In August 2017, the album was certified gold by the Recording Industry Association of America (RIAA), signifying shipments in excess of 500,000 copies in the United States. In July 2013, it was certified silver by the British Phonographic Industry (BPI) for 60,000 sold units in the United Kingdom and in April 2023, it was certified gold for 100,000 sold units. ## Track listing Note - The titles of the songs vary slightly from the Compact Disc, digital, and vinyl releases. Full titles come directly from the vinyl album and have been adapted to the English titlecase standards. ## Personnel - Sufjan Stevens – acoustic guitar, piano, Wurlitzer, bass guitar, drums, electric guitar, oboe, alto saxophone, flute, banjo, glockenspiel, accordion, vibraphone, recorders (alto, sopranino, soprano, & tenor), Casiotone MT-70, sleigh bells, shakers, tambourine, triangle, electronic organ, vocals, arrangements, engineering, recording, production - Alan Douches – mastering at West West Side Music, Tenafly, New Jersey - The Illinoisemaker Choir – backing vocals and clapping on "The Black Hawk War, or, How to Demolish an Entire Civilization and Still Feel Good About Yourself in the Morning, or, We Apologize for the Inconvenience but You're Going to Have to Leave Now, or, 'I Have Fought the Big Knives and Will Continue to Fight Them Until They Are Off Our Lands!'", "Chicago", "The Man of Metropolis Steals Our Hearts", "They Are Night Zombies!! They Are Neighbors!! They Have Come Back from the Dead!! Ahhhh!", and "The Tallest Man, the Broadest Shoulders" \*Tom Eaton \*Jennifer Hoover \*Katrina Kerns \*Beccy Lock \*Tara McDonnell - The String Quartet – strings on "Come On! Feel the Illinoise (Part II)", "Jacksonville", "A Short Reprise for Mary Todd", "Chicago", "They Are Night Zombies!! They Are Neighbors!! They Have Come Back from the Dead!! Ahhhh!", and "The Tallest Man, the Broadest Shoulders" \*Julianne Carney – violin \*Marla Hansen – viola \*Maria Bella Jeffers – cello \*Rob Moose – violin - Katrina Kerns – backing vocals on "Concerning the UFO Sighting Near Highland, Illinois", "Come On! Feel the Illinoise!", "Jacksonville", "Prairie Fire That Wanders About", "The Predatory Wasp of the Palisades Is Out to Get Us!", "The Seer's Tower", "The Tallest Man, the Broadest Shoulders", and "The Avalanche" - James McAlister – drums (credited in the liner notes with "all the sophisticated drum parts"), drum engineering - Craig Montoro – trumpet, backing vocals on "They Are Night Zombies!! They Are Neighbors!! They Have Come Back from the Dead!! Ahhhh!" - Matt Morgan – backing vocals on "Decatur, or, Round of Applause for Your Stepmother!" - Daniel and Elin Smith – backing vocals and clapping on "Decatur, or, Round of Applause for Your Stepmother!" - Divya Srinivasan – artwork - Shara Worden – backing vocals on "Concerning the UFO Sighting Near Highland, Illinois", "Come On! Feel the Illinoise!", "John Wayne Gacy, Jr.", "Casimir Pulaski Day", "Prairie Fire That Wanders About", "The Predatory Wasp of the Palisades Is Out to Get Us!", "The Seer's Tower", "The Tallest Man, the Broadest Shoulders", and "The Avalanche" ## Charts ### Weekly charts ### Year-end charts ## Certifications ## Musical adaptation A stage musical adaptation of Illinois is in development, with a book written by Jackie Sibblies Drury and Justin Peck and directed and choreographed by Peck. It will premiere at Bard College on June 23, 2023, with a Chicago production planned for 2024. The show will feature new arrangements for a live band and three voices, and aims to "lead [the audience] on a mighty journey through the American heartland, from campfire storytelling to the edges of the cosmos". ## See also - 2005 in music - Culture of Chicago - "Cum On Feel the Noize" – a 1973 hard rock song by Slade that inspired the full title of the album - Donald Glover, who remixed the album as Illin'-Noise! under the name mc DJ - Greetings from Cairo, Illinois – a 2005 album from Stace England about Cairo, Illinois - Songs about the United States - State Songs – a 1999 album from John Linnell about American states, which leads off with a song about Illinois - Will it play in Peoria?
4,196
Barnard's Star
1,171,715,728
Red dwarf star about six light-years from Earth in the constellation Ophiuchus
[ "2MASS objects", "Astronomical objects discovered in 1916", "BY Draconis variables", "Discoveries by Edward Emerson Barnard", "Durchmusterung objects", "Gliese and GJ objects", "Hipparcos objects", "Hypothetical planetary systems", "Local Interstellar Cloud", "M-type main-sequence stars", "Objects with variable star designations", "Ophiuchus", "Stars with proper names" ]
Barnard's Star is a small red dwarf star in the constellation of Ophiuchus. At a distance of 5.96 light-years (1.83 pc) from Earth, it is the fourth-nearest-known individual star to the Sun after the three components of the Alpha Centauri system, and the closest star in the northern celestial hemisphere. Its stellar mass is about 16% of the Sun's, and it has 19% of the Sun's diameter. Despite its proximity, the star has a dim apparent visual magnitude of +9.5 and is invisible to the unaided eye; it is much brighter in the infrared than in visible light. The star is named after E. E. Barnard, an American astronomer who in 1916 measured its proper motion as 10.3 arcseconds per year relative to the Sun, the highest known for any star. The star had previously appeared on Harvard University photographic plates in 1888 and 1890. Barnard's Star is among the most studied red dwarfs because of its proximity and favorable location for observation near the celestial equator. Historically, research on Barnard's Star has focused on measuring its stellar characteristics, its astrometry, and also refining the limits of possible extrasolar planets. Although Barnard's Star is ancient, it still experiences stellar flare events, one being observed in 1998. Barnard's Star has been subject to multiple claims of planets that were later disproven. From the early 1960s to the early 1970s, Peter van de Kamp argued that planets orbited Barnard's Star. His specific claims of large gas giants were refuted in the mid-1970s after much debate. In November 2018, a candidate super-Earth planetary companion known as Barnard's Star b was reported to orbit Barnard's Star. It was believed to have a minimum mass of and orbit at 0.4 AU. However, work presented in July 2021 refuted the existence of this planet. ## Naming In 2016, the International Astronomical Union organized a Working Group on Star Names (WGSN) to catalogue and standardize proper names for stars. The WGSN approved the name Barnard's Star for this star on 1 February 2017 and it is now included in the List of IAU-approved Star Names. ## Description Barnard's Star is a red dwarf of the dim spectral type M4, and it is too faint to see without a telescope; Its apparent magnitude is 9.5. At 7–12 billion years of age, Barnard's Star is considerably older than the Sun, which is 4.5 billion years old, and it might be among the oldest stars in the Milky Way galaxy. Barnard's Star has lost a great deal of rotational energy, and the periodic slight changes in its brightness indicate that it rotates once in 130 days (the Sun rotates in 25). Given its age, Barnard's Star was long assumed to be quiescent in terms of stellar activity. In 1998, astronomers observed an intense stellar flare, showing that Barnard's Star is a flare star. Barnard's Star has the variable star designation V2500 Ophiuchi. In 2003, Barnard's Star presented the first detectable change in the radial velocity of a star caused by its motion. Further variability in the radial velocity of Barnard's Star was attributed to its stellar activity. The proper motion of Barnard's Star corresponds to a relative lateral speed of 90 km/s. The 10.3 arcseconds it travels in a year amount to a quarter of a degree in a human lifetime, roughly half the angular diameter of the full Moon. The radial velocity of Barnard's Star is −110 km/s, as measured from the blueshift due to its motion toward the Sun. Combined with its proper motion and distance, this gives a "space velocity" (actual speed relative to the Sun) of 142.6±0.2 km/s. Barnard's Star will make its closest approach to the Sun around 11,800 CE, when it will approach to within about 3.75 light-years. Proxima Centauri is the closest star to the Sun at a position currently 4.24 light-years distant from it. However, despite Barnard's Star's even closer pass to the Sun in 11,800 CE, it will still not then be the nearest star, since by that time Proxima Centauri will have moved to a yet-nearer proximity to the Sun. At the time of the star's closest pass by the Sun, Barnard's Star will still be too dim to be seen with the naked eye, since its apparent magnitude will only have increased by one magnitude to about 8.5 by then, still being 2.5 magnitudes short of visibility to the naked eye. Barnard's Star has a mass of about 0.16 solar masses (), and a radius about 0.2 times that of the Sun. Thus, although Barnard's Star has roughly 150 times the mass of Jupiter (), its radius is only roughly 2 times larger, due to its much higher density. Its effective temperature is about 3,220 kelvin, and it has a luminosity of only 0.0034 solar luminosities. Barnard's Star is so faint that if it were at the same distance from Earth as the Sun is, it would appear only 100 times brighter than a full moon, comparable to the brightness of the Sun at 80 astronomical units. Barnard's Star has 10–32% of the solar metallicity. Metallicity is the proportion of stellar mass made up of elements heavier than helium and helps classify stars relative to the galactic population. Barnard's Star seems to be typical of the old, red dwarf population II stars, yet these are also generally metal-poor halo stars. While sub-solar, Barnard's Star's metallicity is higher than that of a halo star and is in keeping with the low end of the metal-rich disk star range; this, plus its high space motion, have led to the designation "intermediate population II star", between a halo and disk star. Although some recently published scientific papers have given much higher estimates for the metallicity of the star, very close to the Sun's level, between 75 and 125% of the solar metallicity. ## Search for planets ### Astrometric planetary claims For a decade from 1963 to about 1973, a substantial number of astronomers accepted a claim by Peter van de Kamp that he had detected, by using astrometry, a perturbation in the proper motion of Barnard's Star consistent with its having one or more planets comparable in mass with Jupiter. Van de Kamp had been observing the star from 1938, attempting, with colleagues at the Sproul Observatory at Swarthmore College, to find minuscule variations of one micrometre in its position on photographic plates consistent with orbital perturbations that would indicate a planetary companion; this involved as many as ten people averaging their results in looking at plates, to avoid systemic individual errors. Van de Kamp's initial suggestion was a planet having about at a distance of 4.4 AU in a slightly eccentric orbit, and these measurements were apparently refined in a 1969 paper. Later that year, Van de Kamp suggested that there were two planets of 1.1 and . Other astronomers subsequently repeated Van de Kamp's measurements, and two papers in 1973 undermined the claim of a planet or planets. George Gatewood and Heinrich Eichhorn, at a different observatory and using newer plate measuring techniques, failed to verify the planetary companion. Another paper published by John L. Hershey four months earlier, also using the Swarthmore observatory, found that changes in the astrometric field of various stars correlated to the timing of adjustments and modifications that had been carried out on the refractor telescope's objective lens; the claimed planet was attributed to an artifact of maintenance and upgrade work. The affair has been discussed as part of a broader scientific review. Van de Kamp never acknowledged any error and published a further claim of two planets' existence as late as 1982; he died in 1995. Wulff Heintz, Van de Kamp's successor at Swarthmore and an expert on double stars, questioned his findings and began publishing criticisms from 1976 onwards. The two men were reported to have become estranged because of this. ### Barnard's Star b In November 2018, an international team of astronomers announced the detection by radial velocity of a candidate super-Earth orbiting in relatively close proximity to Barnard's Star. Led by Ignasi Ribas of Spain their work, conducted over two decades of observation, provided strong evidence of the planet's existence. However, the existence of the planet was refuted in 2021, because the radial velocity signal was found to originate from a stellar activity cycle, and a study in 2022 confirmed this result. Dubbed Barnard's Star b, the planet was thought to be near the stellar system's snow line, which is an ideal spot for the icy accretion of proto-planetary material. It was thought to orbit at 0.4 AU every 233 days and had a proposed minimum mass of . The planet would have most likely been frigid, with an estimated surface temperature of about −170 °C (−274 °F), and lie outside Barnard Star's presumed habitable zone. Direct imaging of the planet and its tell-tale light signature would have been possible in the decade after its discovery. Further faint and unaccounted-for perturbations in the system suggested there may be a second planetary companion even farther out. ### Refining planetary boundaries For the more than four decades between van de Kamp's rejected claim and the eventual announcement of a planet candidate, Barnard's Star was carefully studied and the mass and orbital boundaries for possible planets were slowly tightened. M dwarfs such as Barnard's Star are more easily studied than larger stars in this regard because their lower masses render perturbations more obvious. Null results for planetary companions continued throughout the 1980s and 1990s, including interferometric work with the Hubble Space Telescope in 1999. Gatewood was able to show in 1995 that planets with were impossible around Barnard's Star, in a paper which helped refine the negative certainty regarding planetary objects in general. In 1999, the Hubble work further excluded planetary companions of with an orbital period of less than 1,000 days (Jupiter's orbital period is 4,332 days), while Kuerster determined in 2003 that within the habitable zone around Barnard's Star, planets are not possible with an "M sin i" value greater than 7.5 times the mass of the Earth (), or with a mass greater than 3.1 times the mass of Neptune (much lower than van de Kamp's smallest suggested value). In 2013, a research paper was published that further refined planet mass boundaries for the star. Using radial velocity measurements, taken over a period of 25 years, from the Lick and Keck Observatories and applying Monte Carlo analysis for both circular and eccentric orbits, upper masses for planets out to 1,000-day orbits were determined. Planets above two Earth masses in orbits of less than 10 days were excluded, and planets of more than ten Earth masses out to a two-year orbit were also confidently ruled out. It was also discovered that the habitable zone of the star seemed to be devoid of roughly Earth-mass planets or larger, save for face-on orbits. Even though this research greatly restricted the possible properties of planets around Barnard's Star, it did not rule them out completely as terrestrial planets were always going to be difficult to detect. NASA's Space Interferometry Mission, which was to begin searching for extrasolar Earth-like planets, was reported to have chosen Barnard's Star as an early search target, however the mission was shut down in 2010. ESA's similar Darwin interferometry mission had the same goal, but was stripped of funding in 2007. The analysis of radial velocities that eventually led to discovery of the candidate super-Earth orbiting Barnard's Star was also used to set more precise upper mass limits for possible planets, up to and within the habitable zone: a maximum of up to the inner edge and on the outer edge of the optimistic habitable zone, corresponding to orbital periods of up to 10 and 40 days respectively. Therefore, it appears that Barnard's Star indeed does not host Earth-mass planets or larger, in hot and temperate orbits, unlike other M-dwarf stars that commonly have these types of planets in close-in orbits. ## Stellar flares ### 1998 In 1998 a stellar flare on Barnard's Star was detected based on changes in the spectral emissions on 17 July during an unrelated search for variations in the proper motion. Four years passed before the flare was fully analyzed, at which point it was suggested that the flare's temperature was 8,000 K, more than twice the normal temperature of the star. Given the essentially random nature of flares, Diane Paulson, one of the authors of that study, noted that "the star would be fantastic for amateurs to observe". The flare was surprising because intense stellar activity is not expected in stars of such age. Flares are not completely understood, but are believed to be caused by strong magnetic fields, which suppress plasma convection and lead to sudden outbursts: strong magnetic fields occur in rapidly rotating stars, while old stars tend to rotate slowly. For Barnard's Star to undergo an event of such magnitude is thus presumed to be a rarity. Research on the star's periodicity, or changes in stellar activity over a given timescale, also suggest it ought to be quiescent; 1998 research showed weak evidence for periodic variation in the star's brightness, noting only one possible starspot over 130 days. Stellar activity of this sort has created interest in using Barnard's Star as a proxy to understand similar stars. It is hoped that photometric studies of its X-ray and UV emissions will shed light on the large population of old M dwarfs in the galaxy. Such research has astrobiological implications: given that the habitable zones of M dwarfs are close to the star, any planet located therein would be strongly affected by solar flares, stellar winds, and plasma ejection events. ### 2019 In 2019, two additional ultraviolet stellar flares were detected, each with far-ultraviolet energy of 3×10<sup>22</sup> joules, together with one X-ray stellar flare with energy 1.6×10<sup>22</sup> joules. The flare rate observed to date is enough to cause loss of 87 Earth atmospheres per billion years through thermal processes and ≈3 Earth atmospheres per billion years through ion loss processes on Barnard's Star b. ## Environment Barnard's Star shares much the same neighborhood as the Sun. The neighbors of Barnard's Star are generally of red dwarf size, the smallest and most common star type. Its closest neighbor is currently the red dwarf Ross 154, at a distance of 1.66 parsecs (5.41 light-years). The Sun and Alpha Centauri are, respectively, the next closest systems. From Barnard's Star, the Sun would appear on the diametrically opposite side of the sky at coordinates RA=, Dec=, in the westernmost part of the constellation Monoceros. The absolute magnitude of the Sun is 4.83, and at a distance of 1.834 parsecs, it would be a first-magnitude star, as Pollux is from the Earth. ## Proposed exploration ### Project Daedalus Barnard's Star was studied as part of Project Daedalus. Undertaken between 1973 and 1978, the study suggested that rapid, uncrewed travel to another star system was possible with existing or near-future technology. Barnard's Star was chosen as a target partly because it was believed to have planets. The theoretical model suggested that a nuclear pulse rocket employing nuclear fusion (specifically, electron bombardment of deuterium and helium-3) and accelerating for four years could achieve a velocity of 12% of the speed of light. The star could then be reached in 50 years, within a human lifetime. Along with detailed investigation of the star and any companions, the interstellar medium would be examined and baseline astrometric readings performed. The initial Project Daedalus model sparked further theoretical research. In 1980, Robert Freitas suggested a more ambitious plan: a self-replicating spacecraft intended to search for and make contact with extraterrestrial life. Built and launched in Jupiter's orbit, it would reach Barnard's Star in 47 years under parameters similar to those of the original Project Daedalus. Once at the star, it would begin automated self-replication, constructing a factory, initially to manufacture exploratory probes and eventually to create a copy of the original spacecraft after 1,000 years. ## See also - Kepler-42 – Nearly identical to Barnard's star, and hosts three sub-Earth sized planets.
42,672,582
June 1941 uprising in eastern Herzegovina
1,125,934,403
1941 Serb uprising
[ "1941 in Bosnia and Herzegovina", "1941 protests", "Battles and operations of World War II involving Italy", "Conflicts in 1941", "July 1941 events", "June 1941 events", "Rebellions in Bosnia and Herzegovina", "Serb rebellions", "Serbian nationalism in Bosnia and Herzegovina", "Yugoslavia in World War II" ]
In June 1941, Serbs in eastern Herzegovina rebelled against the authorities of the Independent State of Croatia (Croatian: Nezavisna Država Hrvatska, NDH), an Axis puppet state established during World War II on the territory of the defeated and occupied Kingdom of Yugoslavia. As the NDH imposed its authority, members of the fascist Ustaše ruling party began a genocidal campaign against Serbs throughout the country. In eastern Herzegovina, the Ustaše perpetrated a series of massacres and attacks against the majority Serb population commencing in the first week of June. Between 3 and 22 June 1941, spontaneous clashes occurred between NDH authorities and groups of Serbs in the region. The German invasion of the Soviet Union began on 22 June. Over the next two days, the sporadic revolts by Serbs against the NDH in eastern Herzegovina erupted into mass rebellion, triggered by Ustaše persecution, Serb solidarity with the Russian people, hatred and fear of the NDH authorities, and other factors. Serb rebels, under the leadership of both local Serbs and Montenegrins, attacked police, gendarmerie, Ustaše and Croatian Home Guard forces in the region. In the first few days, the rebels captured gendarmerie posts in several villages, set up roadblocks on the major roads and ambushed several military vehicles. On the night of 26 June, the rebels mounted a sustained attack on the town of Nevesinje in an attempt to capture it, but the garrison held out until the morning of 28 June when NDH troops broke through the rebel roadblocks. On 28 June, the rebels ambushed a truckload of Italian soldiers, prompting the Italian Army commander in the NDH to warn the NDH government that he would take unilateral action to secure communication routes. A further gendarmerie post was destroyed by the rebels, and in the evening the rebels captured the village of Avtovac, looting and burning it, and killing dozens of non-Serb civilians. The following day an Italian column cleared the rebels from Avtovac and relieved the hard-pressed NDH garrison in the town of Gacko. From 3 July, an NDH force of over 2,000 fanned out from Nevesinje, clearing towns, villages and routes of rebels. The rebel forces did not put up any significant opposition to the clearing operation, and either retreated into nearby Montenegro, or hid their weapons in the mountains and went home. By 7 July, NDH forces had regained full control of all towns and major transport routes in eastern Herzegovina. ## Background The Independent State of Croatia (NDH) was founded on 10 April 1941, during the invasion of Yugoslavia by the Axis powers. The NDH consisted of most of modern-day Croatia and Bosnia and Herzegovina, together with some parts of modern-day Serbia. It was essentially an Italo-German quasi-protectorate, as it owed its existence to the Axis powers, who maintained occupation forces within the puppet state throughout its existence. In the immediate aftermath of the Yugoslav surrender on 17 April, former Royal Yugoslav Army troops returned to their homes in eastern Herzegovina with their weapons. This was a significant security concern for the fledgling NDH government due to the proximity of the border with Montenegro, the close relationship between the people of eastern Herzegovina and Montenegro, and widespread banditry in the region. On the day after the surrender, the commander of the NDH armed forces, Vojskovođa (Marshal) Slavko Kvaternik issued a proclamation demanding the surrender of all weapons to NDH authorities by 24 April. On 24 April, the NDH created five military command areas, including Bosnia Command and Adriatic Command, both of which were initially headquartered in Sarajevo. Each of the five military commands included several district commands. Adriatic Command included the districts of Knin and Sinj in the Dalmatian hinterland, and Mostar and Trebinje in eastern Herzegovina. The NDH began to mobilise soldiers for the Home Guard, with six battalions identified to join Adriatic Command. The battalions were mobilised from areas outside of eastern Herzegovina, and were to be ready by 20 May. The aggressive actions of the Ustaše fifth column during the Axis invasion made Serb civilian leaders in eastern Herzegovina apprehensive about the NDH, and they attempted to obtain Italian protection, and urged the Italians to annex eastern Herzegovina to the neighboring Italian-occupied territory of Montenegro. A collaborationist "Interim Advisory Committee" of Montenegrin separatists was advocating the establishment of an "independent" Montenegrin state, and a similar committee of separatist Serbs was formed in eastern Herzegovina. A delegation from that committee arrived in Cetinje in Montenegro on 6 May to ask for Italian protection. Similarly, a delegation of Muslims from eastern Herzegovina travelled to Sarajevo, the historic Bosnian capital, to urge the NDH authorities to link eastern Herzegovina to that city. Due to the poor response to the demand for the surrender of weapons, the deadline was extended several times until a date of 8 July was fixed. On 17 May, court-martials were established to try those that were arrested in possession of weapons, and those found guilty were immediately executed by firing squad. The precedent for this brutal repressive measure against Serbs had already been established by the Germans. It was clear from the outset that the NDH weapons laws were not being enforced as strictly against Croats as they were against Serbs. Securing the border between eastern Herzegovina and Montenegro was considered a high priority due to concerns that the Montenegrin Federalist Party had revived Montenegrin claims to parts of the NDH that had been promised to the Kingdom of Montenegro in the 1915 Treaty of London. The Italians handed over the administration of eastern Herzegovina to the NDH government on 20 May 1941, following the signing of the Treaties of Rome, which ceded formerly Yugoslav territory along the Adriatic coast to Italy. The Italians did not immediately withdraw all their troops from the region. The NDH moved quickly to establish its authority in the towns and districts of eastern Herzegovina, which included appointing mayors and prefects, the creation of local units of the Ustaše Militia, and deploying hundreds of gendarmes, Croatian Home Guards and Ustaše Militia units from outside eastern Herzegovina. These forces were brought in to maintain order. The academic Professor Alija Šuljak was appointed the Ustaše commissioner for eastern Herzegovina. On 20 May, the recently formed Home Guard battalions began to deploy into the Adriatic Command area. On 27 May, 6 officers and 300 gendarmes of the Sarajevo-based 4th Gendarmerie Regiment were deployed into parts of eastern Herzegovina. They established platoon strength posts in Nevesinje, Trebinje, Gacko and Bileća, with their headquarters also in Bileća. The Dubrovnik-based 2nd Gendarmerie Regiment established posts in Stolac and Berkovići. The headquarters of Adriatic Command was transferred to Mostar in late May, and General Ivan Prpić was appointed as its commander. By 29 May, the battalions of Adriatic Command were in their garrison locations: the 6th Battalion at Mostar, the 7th Battalion at Trebinje, and the 10th Battalion in the Dubrovnik area. The other two Adriatic Command battalions were deployed to Knin and Sinj far to the west. The 18th Battalion was allocated as a reserve and was garrisoned in Mostar. Main Ustaše Headquarters was tasked to recruit one battalion for duties within the Adriatic Command area. Home Guard battalions had a standard structure, consisting of a headquarters company, three infantry companies, a machine gun platoon and a communications section, while battalions of the Ustaše Militia consisted of a headquarters, three companies and a motorised section. Even after the establishment of NDH authorities in eastern Herzegovina, Italian forces maintained their presence in the region. The 55th Regiment of the 32nd Infantry Division Marche remained garrisoned in Trebinje, with the 56th Regiment based in Mostar. The 49th MVSN Legion (Blackshirts) were also stationed in Bileća. The Italians maintained a troop presence in Nevesinje until 17 June, and conducted almost daily motorised patrols throughout eastern Herzegovina. The NDH authorities established new administrative sub-divisions, organising the state into counties (Croatian: velike župe) and then districts (Croatian: kotar). Eastern Herzegovina was covered by the counties of Hum and Dubrava. Hum County included the districts of Mostar and Nevesinje, and Dubrava County included the districts of Bileća, Gacko, Stolac, Ravno and Trebinje. The Župan (county prefect) of Hum was Josip Trajer with his seat in Mostar, and the Župan of Dubrava was Ante Buć, based in Dubrovnik. According to the Yugoslav census of 1931, the population of eastern Herzegovina comprised 4 per cent Croats, 28 per cent Muslims, and 68 per cent Serbs. According to Professor Jozo Tomasevich, the estimated population of the districts of Bileća, Gacko and Nevesinje was only around 1.1 per cent Croat, so in those areas nearly all the NDH government appointments and local Ustaše units were staffed by Muslims, an ethnic group that made up about 23.7 per cent of the local population. The poor Muslim peasants of eastern Herzegovina largely sided with the Ustaše. The NDH government immediately tried to strengthen their position by vilifying the Serbs, who, according to Tomasevich, comprised around 75 per cent of the population. ## Prelude The Ustaše began to impose the new laws on the Serb population of the NDH. On 28 May, a group of ten young Ustaše students from the University of Zagreb arrived in Trebinje and began removing signs written in the Cyrillic script used by Serbs. On 1 June, in several towns and villages in eastern Herzegovina, Serbs were shot and businesses belonging to Serb merchants and others were seized. On that day, the Ustaše students in Trebinje shot nine Serbs and arrested another fifteen, apparently due to their links to the inter-war Chetnik Association. Differences began to appear between the brutal treatment of Serbs by the Ustaše and the more careful approach of the other NDH authorities such as the Home Guard, who were aware of the potential danger created by Ustaše methods. In early June, the NDH authorities began operations to confiscate weapons from the population, meeting with immediate resistance. On 1 June, the residents of the village of Donji Drežanj, near Nevesinje, refused to co-operate with weapons collectors. In response, the Ustaše killed a number of Serbs and burned their homes. On 3 June, there were several incidents in which armed villagers spontaneously retaliated against the local authorities. That afternoon, 20 Ustaše were entering Donji Drežanj to confiscate firearms when they were attacked by a group of armed villagers. The villagers withdrew after a short firefight, with one of their number being captured. Reinforcements from the Home Guard and gendarmerie soon arrived, along with more Ustaše who burned another 20 houses and shot a woman. On the night of 4/5 June, a group under the control of the Ustaše commissioner for the Gacko district, Herman Tonogal, killed 140 Serbs in the village of Korita, near Bileća, and threw their bodies into a nearby sinkhole. Another 27 Serbs from the village were killed between this massacre and 9 June, and over 5,000 head of livestock were stolen and distributed to Muslim villages in the Gacko area for the exclusive use of the Ustaše. The estimated number of Serbs killed at Korita vary from 133 to 180. In the immediate aftermath, Serbs and Montenegrins from the local area attacked villages, and Adriatic Command sent the 2nd Company of the 7th Battalion from Bileća to reinforce the Ustaše. After a brief clash near Korita, during which the Ustaše and gendarmerie lost one killed and several wounded, the rebels withdrew across the nearby border into Montenegro. The 2nd Company of the 7th Battalion spent the night in the village of Stepen before establishing itself as the Avtovac garrison the following day. Due to its exposure to fire from rebels overlooking their location, the gendarmes were unable to re-occupy their post in Stepen, which meant that the Stepen–Korita road was no longer secure. On 8 June, the district office in Gacko reported to Adriatic Command that they had taken 200 Serbs as hostages and issued a proclamation to the population to cease fighting and surrender their weapons. As this proclamation met with no response, on 10 June the Ustaše Commissioner for Bosnia and Herzegovina, Jure Francetić, had 19 hostages shot (one escaped). On 12 June, the gendarmerie in Ravno shot four people on the orders of the Ustaše commissioner for Ljubinje. Such actions led to Serb peasants leaving their villages to seek safety in more remote areas, and Muslim villagers became increasingly nervous about their Serb neighbours. In mid-June, the commander of the 2nd Company of the 7th Battalion at Bileća wrote to Adriatic Command complaining about the activities of the Ustaše, referring to them as "armed scum and animals" who were dishonouring "honest Croats". When the Italians heard that the Ustaše had burned two villages across the border in Montenegro, they sent an intelligence officer to Gacko to investigate the unrest. He did not accept the explanation of the gendarmerie commander in Gacko, who claimed that the violence was caused by "personal hatred and revenge", and met with rebels. The rebels did not attack him or his security escort, and told him that the reason behind the rebellion was that "Croats and Turks are beating us and throwing us into a pit". He concluded that the cause of the unrest was the attempt to disarm the Serb community. On 17 and 18 June, Tonogal and Lieutenant Colonel Aganović, gendarmerie commander for eastern Herzegovina, made an attempt to calm the situation by visiting villages east of the Gacko–Avtovac road to re-establish peace in the area. They received a written message from four villages that they did not acknowledge the NDH authorities, and wanted the message to be passed on to the Italians. The residents of the villages of Jasenik and Lipnik were willing to talk and return to work, but they asked that the gendarmerie not visit their villages, as this would tempt the Montenegrins to attack. Aganović assessed that while this was probably true, their request was insincere. The gendarmerie commander in Bileća believed that the reason for the rebellion was that the local Serbs were wedded to the idea of Greater Serbia, and did not accept that their villages were part of the NDH. This approach essentially meant that local Serbs wanted the NDH authorities to leave them alone and not impose on their lives. According to the historian Davor Marijan, this was a poor choice that gave the Ustaše an excuse to take radical action. The response of the NDH authorities to resistance had been to burn down the villages where this had occurred, and there were mass shootings of Serbs, which escalated the level of violence even further. In late May and June, 173 Serbs had been rounded up, tortured and killed in Nevesinje, and in early June, another 140 Serbs had been killed at Ljubinje. In response, Serbs attacked Ustaše officials and facilities, and conducted raids themselves, killing Muslim villagers. ## Uprising The NDH authorities only had weak forces in eastern Herzegovina at the time the mass uprising occurred, roughly equal to two Croatian Home Guard battalions, as well as gendarmerie posts in some towns. This was barely adequate to guard important locations, and was insufficient for offensive action. Deployed forces consisted of one company of the 10th Battalion in Trebinje, the headquarters and a reinforced company of the 7th Battalion in Bileća (the balance of the battalion being divided between Gacko and Avtovac), and a company of the 6th Battalion in Nevesinje. The remainder of the 10th Battalion was deploying to Trebinje at the time the rebellion broke out. ### 23–24 June The first indication that the situation had changed significantly was on 23 June, when a group of 200 Ustaše clashed with a group of rebels they estimated to number between 600 and 1,000. After an extended firefight near the village of Stepen, 5 km (3.1 mi) north of Korita, during which they suffered several casualties, the Ustaše also burned down four villages. They then entered two Muslim-majority villages in the area and arrested 13 Serbs who had not been involved in the earlier fighting. The arrested Serbs were transported north to Avtovac and shot. That night, all adult Serbs above the age of 16 in Gacko, 4.5 km (2.8 mi) northwest of Avtovac, were arrested, and 26 were immediately shot. The rest were transported 50 km (31 mi) west to a camp in Nevesinje. Over the period 23–25 June, 150 Serbs from the village of Ravno, 30 km (19 mi) southwest of Ljubinje, were arrested and killed at the gendarmerie post, and the remainder of the population fled to the hills. On 23 and 24 June, spontaneous mass gatherings occurred at several villages in the Gacko and Nevesinje districts. These rallies were prompted by the news of the German invasion of the Soviet Union, and those attending them voted to fight against the Ustaše. Professor Marko Attila Hoare states that the full-scale uprising resulted from the Ustaše retaliation against attempts of the Serbs of eastern Herzegovina to defend themselves, combined with the launching of the German invasion on 22 June. At dawn on 24 June, the area of Nevesinje descended into full-scale revolt, with around 400 armed rebels engaging the Home Guard garrison. By 24 June, the uprising had reached a massive scale across eastern Herzegovina, with between 1,500 and 3,000 armed rebels in total, including some Montenegrins. ### 25 June On the morning of 25 June, the company of the 6th Battalion at Nevesinje reported that rebels were gathering to attack the town; Nevesinje's Ustaše commissioner claimed that the rebel force numbered 5,000, and were led by a former Yugoslav Army colonel. About 10:00, the town was attacked from the south and southwest. In response, the Home Guard despatched two more companies of the 6th Battalion from Mostar to Nevesinje. That morning, reports also arrived from Bileća and Stolac that rebels were approaching the village of Berkovići from the north, and had captured the gendarmerie post at Gornji Lukavac. About 11:30, the Ustaše commissioner for Stolac reported that 3,000 Montenegrins had gathered between Nevesinje and Stolac, and he requested the immediate supply of 150 rifles for his men. A rebel attack on the gendarmerie post in the village of Divin near Bileća was repulsed around midday. A platoon of Home Guard reinforcements and weapons for the Ustaše arrived at Stolac in the afternoon, and Bileća was held throughout the day. Reports of the uprising reached Kvaternik during 25 June, but he dismissed them and the reports of 5,000 rebels, cancelling Adriatic Command's redeployment of the 21st Battalion from Slavonski Brod as well as a request to the Italians for air reconnaissance support. He stated that the suppression of the uprising could be handled by local forces. Loss of communication with Nevesinje resulted in rumours that the town had fallen to the rebels. The gendarmerie post at Fojnica (near Gacko) was captured on the afternoon of 25 June, with the survivors escaping to Gacko. Newspapers reported rumours that Gacko and Avtovac had fallen to the rebels. Having already despatched a reinforced company towards Nevesinje from Sarajevo earlier in the day, Adriatic Command ordered the rest of the battalion to follow. The initial company group had already reached Kalinovik some 60 kilometres (37 mi) from Nevesinje, and the rest of the battalion was expected to spend the night of 25/26 June there before arriving in Nevesinje around noon on 26 June. Kvaternik received an updated report on the situation in eastern Herzegovina during the night, and Prpić travelled from Sarajevo to Mostar to take control of operations, to find that information about the situation in eastern Herzegovina was unclear, but suggested that NDH forces could be facing serious difficulties. ### 26 June On the morning of 26 June, the company of the 6th Battalion that had been sent from Mostar continued towards Nevesinje, but almost immediately came under fire from a rebel group. With the assistance of Ustaše, the Home Guard were able to hold their ground, but they were unable to break through to Nevesinje. That afternoon, two aircraft of the Air Force of the Independent State of Croatia (Croatian: Zrakoplovstvo Nezavisne Države Hrvatske, ZNDH) from Sarajevo conducted an armed reconnaissance over eastern Herzegovina, and discovered that NDH forces still held Nevesinje. They observed barricades across the Mostar–Nevesinje road, and strafed a group of 50 rebels north of Nevesinje near the village of Kifino Selo. Prpić bolstered the force on the Mostar–Nevesinje road with the 17th Battalion, recently arrived from Sarajevo, and sent his deputy, Colonel Antun Prohaska to command it. The 17th Battalion joined that force at 20:00. About 17:00, the company of the 11th Battalion reached Nevesinje from Kalinovik, and a further company of the battalion was despatched from Sarajevo, along with the battalion commander. In the southern part of the area of operations around Stolac, the situation was significantly calmer than around Nevesinje, although a group of 200 Ustaše at Berkovići were falsely claiming that they were being surrounded by rebels at night. Despite this claim, they had suffered no casualties. Regardless, Prpić sent them ammunition and a platoon of the 18th Battalion. At 19:00 on 26 June, Francetić arrived at Prpić's headquarters in Mostar to be briefed on the situation. He resolved that he would travel to Berkovići the following day and take personal command of the Ustaše unit there. Around Gacko and Avtovac in the north, the day had been quiet. When the commander of the 2nd Company of the 7th Battalion at Gacko reported rebels gathering near the town, Prpić sent a truck-mounted platoon with an ammunition resupply. The platoon was ambushed en route, with 14 Home Guardsmen being captured. Gacko was reinforced later in the day from troops in Avtovac. On the night of 26 June, the Nevesinje garrison was subjected to a sustained attack by the rebels, but held out. The NDH authorities in Trebinje heard rumours that the Serbs could start an uprising there on 28 June, the feast day of Saint Vitus, and warned NDH forces in the region to be prepared for a revolt. As a result of these reports, the Poglavnik (leader) of the NDH, Ante Pavelić, issued orders threatening that anyone who spread these rumours would be court-martialled. On the eve of the feast day, both the gendarmerie and Ustaše took several hostages in case the rumours were true. Later, the gendarmerie released their hostages, but the 19 hostages held by the Ustaše were killed. In contrast to the actions of the Ustaše, the Home Guard units in the area tried to calm the situation down. ### 27–28 June On the morning of 27 June, Prpić launched a three-pronged assault to clear the routes to Nevesinje. Prohaska commanded the push east along the Mostar–Nevesinje road by a force close to two battalions, Francetić led his unit of Ustaše north from Berkovići through the mountains via Odžak to approach Nevesinje from the south, and two companies of the 11th Battalion thrust southwest along the road from Plužine. Once this task was complete, the NDH forces were to vigorously pursue the rebels and destroy them. The Prohaska group deployed with one company on the road, and elements of the 17th Battalion and 70 Ustaše on the left flank. Their attack commenced about 10:00, and although they faced strong resistance from the rebels, aided by strafing and bombing by ZNDH aircraft, they reached villages on the outskirts of Nevesinje after fighting that lasted until dawn on 28 June. One Home Guard battalion halted and took up a defensive stance, and the commander was threatened with dismissal by Prpić before he resumed the attack. Francetić's Ustaše unit also faced heavy fighting, and had to call for ammunition resupply on two occasions. One of the resupply vehicles was ambushed by rebels between Stolac and Berkovići, and some ammunition was finally delivered by passenger car during the night. Elsewhere, rebels attacked Gacko and Avtovac, and one ZNDH aircraft was shot down by rebel machine gun fire near Avtovac. That night, Prpić telephoned Kvaternik and advised him that the imposition of martial law was necessary to restore order to Herzegovina. Army Chief of Staff General Vladimir Laxa was immediately appointed by Pavelić to control both Hum and Dubrava counties, which incorporated much of eastern Herzegovina. On 28 June, Laxa became the overall commander of all NDH authorities in Hum and Dubrava counties, which included Ustaše, Home Guard, civil administration, gendarmerie and police. Military courts were established to deal with those resisting the NDH authorities. Armed guards were posted at the entrance to towns and villages, and any armed civilians were to be disarmed and brought to military authorities. Laxa issued an order that gave the rebels until 2 July to submit to the authorities. On that day, after the Prohaska group broke through to Nevesinje from Mostar, Prohaska sent a company of the 6th Battalion to Kifino Selo to meet the two companies of the 11th Battalion advancing from Plužine. Despite ZNDH air support, the company of the 6th Battalion was attacked by rebels near the entrance to Kifino Selo and the majority broke and ran. Prohaska had to send reserves to block the road between Nevesinje and Kifino Selo, and the companies from the 11th Battalion began to reconnoitre the rebel positions towards Odžak. Also on that morning, the 200 Home Guard troops and about 50 armed locals in Avtovac were attacked from three directions by rebels. They recovered from their initial surprise and held the town during the day, but in the evening a renewed assault caused them to withdraw from Avtovac and retreat to the villages of Međuljići and Ključ. Upon capturing Avtovac, the rebels looted the village, burned down a large number of Muslim homes and killed 32 Muslim civilians, mostly women, children and the elderly. Gacko was also attacked by the rebels, with eight soldiers killed, and one officer and 12 soldiers wounded. Also on 28 June, two Italian Army trucks driving from Bileća to Avtovac were ambushed by rebels, who killed three soldiers and wounded 17. Around 18:00, the Italian command advised Kvaternik that they would be clearing the route from Bileća via Gacko to Nevesinje on an unspecified future date. During the fighting around Gacko, several ZNDH aircraft were forced to land due to pilot casualties and engine trouble. ZNDH air support operations were suspended due to lack of fuel and spares for the aircraft. There was no improvement in the situation around Stolac, and an Ustaše unit made up of armed civilians proved to be of such low combat value that Laxa spoke to Francetić and criticised its performance. South of Bileća, rebels destroyed the gendarmerie post in a village, killing seven gendarmes. Dozens of gendarmes were sent from Trebinje to assist them, but they were stopped by rebels and withdrew into a village schoolhouse. In the afternoon a platoon of the 10th Home Guard Battalion was sent north from Trebinje to support the gendarmes, but they were attacked near the village of Mosko, and withdrew into a defensive position. They were reinforced by a second platoon during the night, and were given orders to clear the road from Trebinje to Bileća on the following morning ahead of the Italians. ### 29–30 June At dawn on 29 June, the rebels attacked the Ustaše in a village on the Mostar–Nevesinje road. Prohaska demanded help from Mostar, and planned to send a force from Nevesinje to assist. From Mostar, a company of the 21st Battalion was despatched to relieve the Ustaše, who had managed to hold off the rebels. The Home Guard company then took over the post from the Ustaše. The same day, two new battalions arrived in Mostar, the 23rd Battalion from Osijek and the 15th Battalion from Travnik. These reinforcements arrived just as Prpić received confirmation that Avtovac had been captured by the rebels. The remaining small garrison in Gacko, consisting of only 20 gendarmes and 30 Ustaše, were holding out but expecting more attacks by the rebels. In the morning, the attack by elements of the 10th Battalion stalled until the battalion commander, Lieutenant Colonel Julije Reš, personally took command of the operation, clearing the way for the Italians. The promised Italian intervention commenced about midday, and about 100 trucks of Italian soldiers arrived in Gacko about 17:00. As they had passed through Avtovac, the rebels had left the town and withdrawn to villages to the east. About 18:00, the 10th Battalion relieved the besieged gendarmes in the village schoolhouse. ZNDH aircraft from Mostar airfield flew reconnaissance sorties over the area and dropped leaflets over Stolac, Stepen, Avtovac, Gacko and Plužine. After the garrison of Nevesinje had been relieved, Laxa directed his main effort towards the Gacko and Avtovac districts. Sensitive to the fact that the Italians had not respected the territorial borders of the NDH when they sent their column to Gacko, he considered it very important that Croatian military and political prestige be restored, otherwise the Italians might decide to remain in the area rather than withdraw to their garrison near the Adriatic coast. He planned to follow this consolidation by clearing the border areas with Montenegro then clearing the hinterland of any remaining rebels. For this last task he intended to deploy a yet-to-be-formed special unit to be led by Lieutenant Colonel Josip Metzger. The task of re-asserting NDH authority in the Gacko and Avtovac districts was allocated to Prohaska's group, consisting of the 6th Battalion, one company of the 18th Battalion, two companies of the 17th Battalion, and the recently arrived 15th and 21st Battalions, which were to be sent to Nevesinje from Mostar. Prohaska was to act in concert with the 11th Battalion who were already in the vicinity of Plužine, just to the north of the Nevesinje–Gacko road. In preparation, the 15th Battalion was trucked to Nevesinje, and a company of the 17th Battalion conducted a coordinated attack with the 11th Battalion on rebel positions near Kifino Selo. This attack was defeated by the rebels, and a battalion commander was killed. During the remainder of the day, the Italians collected the bodies of their dead from the rebel ambush on 28 June, and rescued some Home Guard troops that had escaped Avtovac, but then returned to Plana, just north of Bileća. The value of further operations in the Gacko and Avtovac areas was brought into question when the Italians reported that both towns had been burned to the ground, and all the inhabitants had been massacred. The Italians blamed Montenegrins attached to the rebels for the destruction and killings in the two towns. The Italian estimate of rebel strength was around 3,000 armed with machine guns, artillery and anti-aircraft guns. A German intelligence officer from Sarajevo arrived at Prpić's headquarters in Mostar to receive a briefing on the situation. The small garrison of Gacko was anticipating an attack by rebels during the night, but in the afternoon 180 Home Guardsmen that had withdrawn from Avtovac arrived to bolster their position, and the night passed without incident. ### 1–7 July On 1 July, an Italian armoured unit arrived in Gacko to reinforce the garrison. An Ustaše operation to clear the insurgents from the Stolac district began on 3 July, meeting with success and opening of the road from Berkovci north to Odžak. The Ustaše did not go closer to Nevesinje as they were not in uniform, and were concerned that the Home Guards would mistake them for rebels. During this operation, three Ustaše were killed, including their commander, and the Ustaše fighters killed ten rebels and captured two. In the belongings of one of the captured rebels, the Ustaše located a report by the "National Movement for the Liberation of Nevesinje" (Serbo-Croatian Latin: Narodni pokret za oslobođenje Nevesinja), which was apparently how the rebels referred to themselves. The report made it clear that the rebels were using military tactics and organisation, and hinted at co-operation with the Italians. According to information gathered by the police, the local rebel leadership included former Mostar merchant Čedo Milić, the Bjelogrlić brothers from Avtovac, the Orthodox priest Father Mastilović from Nadinići, and a Captain Radović from Avtovac. Montenegrins involved in the leadership of the uprising included Colonel Bajo Stanišić, Major Minja Višnjić, and Radojica Nikčević from Nikšić. Following the Italian intervention, Prpić was able to proceed with the task of clearing the wider area of Nevesinje from 3 July, ensuring NDH control of population centres and roads. On 5 July, he replaced his deputy Prohaska with Colonel Franjo Šimić, and assigned him a force consisting of the 6th, 11th, 15th and 17th Battalions, a company of the 18th Battalion and a troop of artillery. The force numbered 62 officers and 2,062 men, with heavy weapons including four 100 mm Skoda houfnice vz 14 mountain howitzers, six heavy machine guns and twenty-seven light machine guns. Šimić seized the crossroads near Kifino Selo and Plužine, securing it with one company of the 11th Battalion, then sent the 15th Battalion to Gacko and the 17th Battalion to Berkovići. A half company of the 21st Battalion secured the Mostar–Nevesinje road. Once this was completed, the major roads in eastern Herzegovina were secured. These operations proceeded without significant fighting, as some of the rebels retreated over the border with Montenegro, and others hid their weapons in the mountains and returned to their homes. By 7 July, NDH forces had regained full control over all the towns and transport routes in eastern Herzegovina. ## Aftermath Tomasevich states that the uprising was a "spontaneous, unorganised outburst" that was doomed to failure, and involved neither the Chetniks of Draža Mihailović nor the Communist Party of Yugoslavia (Serbo-Croatian Latin: Komunistička partija Jugoslavije, KPJ). He contends that the uprising was the result of several factors, including the Ustaše persecutions, fear and hatred of the NDH authorities, a local tradition of rebellion against the Ottoman Empire, the poor economic conditions in eastern Herzegovina, and news of the launching of Operation Barbarossa against the Soviet Union. Hoare concurs with Tomasevich that the uprising was in the tradition of the Herzegovinian rebellions against the Ottoman Empire during the 19th century, such as the uprisings in 1875–77. Edmund Glaise-Horstenau, the German Plenipotentiary General in the NDH, believed that the Italians might have deliberately avoided interfering in the uprising. General Renzo Dalmazzo, the commander of the Italian 6th Army Corps, blamed the Ustaše and Muslims for stoking the revolt. In eastern Herzegovina, the KPJ had little impact until mid-August 1941, well after the initial revolt had been suppressed. During the lead-up to the mass uprising, the KPJ organisation in Herzegovina would not commit itself, as it was waiting for orders from the provincial organisation in Sarajevo, which was expecting direction from the KPJ Central Committee to launch a general uprising across Yugoslavia. Once they became aware of the German attack on the Soviet Union, the KPJ in Herzegovina voted to join the mass uprising, but this only occurred on 24 June, when the uprising was already in full swing. According to Milazzo, the rebels remained a threat throughout eastern Herzegovina well into July, although the uprising in Herzegovina did not advance until the Bosnia-wide revolt occurred at the end of July, by which time the KPJ was ready for active involvement in the fighting.
12,896,315
Tommy Phillips
1,168,942,016
Canadian ice hockey player
[ "1883 births", "1923 deaths", "Canadian ice hockey left wingers", "Canadian people of Scottish descent", "Deaths from sepsis", "Hockey Hall of Fame inductees", "Ice hockey people from Ontario", "Infectious disease deaths in Ontario", "Kenora Thistles players", "McGill Redbirds and Martlets ice hockey players", "Montreal Hockey Club players", "Ottawa Senators (original) players", "Sportspeople from Kenora", "Stanley Cup champions", "Vancouver Millionaires players" ]
Thomas Neil Phillips (May 22, 1883 – November 30, 1923) was a Canadian professional ice hockey left winger. Like other players of his era, Phillips played for several different teams and leagues. Most notable for his time with the Kenora Thistles, Phillips also played with the Montreal Hockey Club, the Ottawa Hockey Club, the Toronto Marlboros and the Vancouver Millionaires. Over the course of his career Phillips participated in six challenges for the Stanley Cup, the championship trophy of hockey, winning twice: with the Montreal Hockey Club in 1903 and with the Kenora Thistles, which he captained, in January 1907. Following his playing career, Phillips worked in the lumber industry until his death in 1923. One of the best defensive forwards of his era, Phillips was also known for his all-around skill, particularly his strong shot and endurance, and was considered, alongside Frank McGee, one of the two best players in all of hockey. His younger brother, Russell, also played for the Thistles and was a member of the team when they won the Stanley Cup. When the Hockey Hall of Fame was founded in 1945, Phillips was one of the original nine inductees. ## Life and playing career ### Early life Phillips was born in Rat Portage, Ontario, on May 22, 1883, the youngest of three children, to James and Marcelline Phillips. James Phillips, who was born in Fifeshire, Scotland, on October 14, 1822, had trained as a stonemason and immigrated to Canada to help build railways. He had a son and two daughters from a previous marriage. On April 30, 1877, he married Marcelline (née Bourassa), a native of Buckingham, Quebec. Their first child, a son named Robert, was born in 1878, followed by a daughter, Margaret, in 1879; both were born in Ottawa. In 1882 James accepted a job in Western Ontario as superintendent of construction for the Canadian Pacific Railway transcontinental rail line, and the family moved to Rat Portage, near the Ontario border with Manitoba. Here a fourth child, Russell, was born in 1888. Russell would also play hockey, winning the Stanley Cup with Phillips in 1907. As a young child Phillips learned to play hockey, and by 1895 he had joined the Rat Portage Thistles junior club, a team of players mostly aged 12 to 16. Phillips helped the team win the 1895–96 intermediate level championship of the Manitoba and Northwest Hockey Association. By 1899–1900 Phillips had joined the senior Thistles team, and would be named captain the following season, when they won the senior league championship. Phillips immediately earned praise for his endurance: in an era when players played the entire match and would often coast to conserve energy, Phillips could play at a fast pace the entire game, with a posthumous newspaper report stating that he "could play for an entire 60 [minutes] at full speed and be as fresh at the end as he was at the start." With a height of and weight of 168 pounds (76 kg) he was of average size for a hockey player of the era. His skill was already evident at the time, with the Rat Portage Miner praising him as one "of the best cover-points in the west, being a swift shot, a high lifter and a heavy check." A forward when he joined the senior Thistles, Phillips played cover-point for the 1900–01 season, before moving to left wing in 1901–02; he largely remained in that position for the rest of his career. Regarded as one of the best players in Northwestern Ontario, Phillips moved east to Montreal in September 1902 to study electrical engineering at McGill University. He joined the university's hockey team, which had just moved to a new Canadian university league, and was immediately named captain. Phillips only played one match for McGill, on January 23, 1903, against Queen's University; McGill lost 7–0. Days after the game the Montreal Hockey Club asked Phillips to join them for their Stanley Cup challenge series against the Winnipeg Victorias. This required the approval of the other university clubs, which agreed on the condition that Phillips end his McGill career, which he did. Montreal won the series; Phillips finished third on the team in scoring with six goals in four games. Phillips also earned praise for his defensive play, particularly his ability to stop Tony Gingras, one of the top players on the Victorias. Later in 1902 Phillips moved to Toronto to attend the Central Business School. He joined the Toronto Marlboros and, after changing positions to rover, was regarded as the team's best player. The Marlboros won both the Toronto city and the Ontario Hockey Association senior championships, and felt confident enough with Phillips on the roster to challenge the Ottawa Hockey Club for the Stanley Cup. The Marlboros lost the series; Phillips had the most assists, though also the most penalty minutes of any player in the series, with eight and fifteen, respectively. He was also regarded by Ottawa reporters to be by far the best player on the Marlboros, with one saying he was "much too fast a man for the company in which he is travelling." ### Kenora and Ottawa Phillips moved back to Rat Portage in 1904 when he learned his father was dying (James Phillips died in May 1904). Offered a job with a lumber company, and a C\$1,000 bonus to play hockey for the Thistles, he stayed in the city, much to the disappointment of the Marlboros, who had wanted him to stay in Toronto. Rat Portage was amalgamated with neighbouring towns in 1905 and was renamed Kenora. Due to their proximity to Manitoba, the Thistles played in the Manitoba Hockey League. In the 1904–05 season Phillips had the second-most goals on the team and in the league, with twenty-six, two fewer than Billy McGimsie. The Thistles won the Manitoba league championship, allowing them to challenge for the Stanley, held at the time by the Ottawa Senators. By this time Phillips was regarded as one of the best players in Canada, equal to Frank McGee of the Senators. The Montreal Herald reported that "nine out of ten people will reply that either Frank McGee or Tom Phillips is" the best player in the country. In the first game of the challenge series against Ottawa, Phillips scored the first two goals, then added another three in the second half of the game as the Thistles won by a score of 9–3. Ottawa won the second game, 4–2, while Phillips was held pointless. In the third and deciding game of the series, Phillips scored a hat trick, including the first of the game, although Ottawa won the game 5–4 to retain the Cup. The Thistles won the Stirling Cup as champions of the Manitoba league in the 1905–06 season, which allowed them the right to challenge for the Cup again, since won by the Montreal Wanderers; Philipps tied with Billy Breen of the Winnipeg Hockey Club for the most goals with 24 each. There was an early spring that year, and with natural ice used at the time, the series had to wait until the following winter. In the 1906–07 season, Phillips led the league in goals, with eighteen. In the first game of the Thistles' successful two-game, total-goal Stanley Cup challenge against the Wanderers in January 1907, Phillips scored all four goals in the Thistles' 4–2 victory; he followed that up with three goals in the second game, an 8–6 victory, giving the Thistles a 12–6 win. A two-game rematch two months later saw the team lose; Phillips' nine goals, and sixteen penalty minutes led both categories. Prior to the start of the 1907–08 season, he was offered between \$1,500 and \$1,800 to play for the Wanderers, but instead signed with the Ottawa Senators for a salary of \$1,500. Phillips explained that he was ready to sign with the Wanderers, but the contract he received did not include everything promised. In signing with Ottawa, Philips rejoined Harry Westwick and Alf Smith, who had both joined the Thistles for their Stanley Cup defence in March 1907. It also likely made him the highest paid hockey player in Canada. He finished the season with twenty-six goals, two behind the scoring leaders, his teammate Marty Walsh and Russell Bowie of the Victorias. ### Western Canada and later life Though offered a high salary to stay in Ottawa, reportedly up to \$2000 for the season, Phillips decided to retire from hockey. He moved to Vancouver to take up a job in the lumber industry. However during the 1908–09 season he accepted an offer from Fred Whitcroft, a former teammate in Kenora who was now managing and playing for the Edmonton Hockey Club of the Alberta Amateur Hockey Association to join them for their upcoming Cup challenge. The team had signed several high-profile players from Eastern Canada to play for the team in the challenge; only two players on the team were from Edmonton, with the rest coming from the east. Phillips and Lester Patrick, an eastern-based player, never even reached Edmonton; they met their team in Winnipeg on its way east for the Cup challenge. Phillips, who was paid \$600 for the two-game series, played in the first game against the Montreal Wanderers, which Edmonton lost 7–3, but broke his ankle and was forced to miss the second game, a 7–6 Edmonton win. Philipps returned Vancouver and his work in the lumber business after the series, eventually establishing his own company. Over the summer Phillips was invited by Patrick to move to Nelson, British Columbia, where the latter was putting together a club of star players to challenge for the Cup. He played in 1909–10 with the local team, retiring after the season and taking a position as a manager of a lumber company in Vancouver. When Patrick and his brother Frank formed the Pacific Coast Hockey Association (PCHA) in 1911, Phillips was convinced to come out of retirement and join one of the teams in the new league, the Vancouver Millionaires. Phillips finished the 1912 season fourth on Vancouver in goals, and seventh overall in the league, with seventeen in fourteen games. Phillips, who realized that his skills had diminished, retired for a second time at the end of the season. A close friend of the Patricks, he remained close to the league, and occasionally officiated matches after his retirement. After retiring from hockey Phillips ran his own lumber company Timms, Phillips and Company and later moved to Toronto in 1920. Phillips died of blood poisoning at the age of 40 in his residence at 19 Edgewood Crescent in Toronto, five days after having an ulcerated tooth removed. He had married Ella Gerturde Kilgour in Hamilton on January 4, 1911, and they had three children: Margery, Mary and James. Phillips was a member of Rosedale Community Church and a Freemason. When the Hockey Hall of Fame was founded in 1945, Phillips was inducted as one of the first nine inductees. He was also inducted into the Northwestern Ontario Sports Hall of Fame in 1987. ## Career statistics
203,279
USS Saratoga (CV-3)
1,164,066,351
Lexington-class aircraft carrier
[ "1925 ships", "Artificial reefs", "Lexington-class aircraft carriers", "Lexington-class battlecruisers", "Maritime incidents in 1946", "Ships built by New York Shipbuilding Corporation", "Ships involved in Operation Crossroads", "Ships sunk as targets", "Shipwrecks in the Pacific Ocean", "World War I battlecruisers of the United States", "World War II aircraft carriers of the United States" ]
USS Saratoga (CV-3) was a Lexington-class aircraft carrier built for the United States Navy during the 1920s. Originally designed as a battlecruiser, she was converted into one of the Navy's first aircraft carriers during construction to comply with the Washington Naval Treaty of 1922. The ship entered service in 1928 and was assigned to the Pacific Fleet for her entire career. Saratoga and her sister ship, Lexington, were used to develop and refine carrier tactics in a series of annual exercises before World War II. On more than one occasion these exercises included successful surprise attacks on Pearl Harbor, Hawaii. She was one of three prewar US fleet aircraft carriers, along with Enterprise and Ranger, to serve throughout World War II. Shortly after the Japanese attack on Pearl Harbor, Saratoga was the centerpiece of the unsuccessful American effort to relieve Wake Island and was torpedoed by a Japanese submarine a few weeks later. After lengthy repairs, the ship supported forces participating in the Guadalcanal Campaign and her aircraft sank the light carrier Ryūjō during the Battle of the Eastern Solomons in August 1942. She was again torpedoed the following month and returned to the Solomon Islands area after repairs were completed. In 1943, Saratoga supported Allied forces involved in the New Georgia Campaign and invasion of Bougainville in the northern Solomon Islands and her aircraft twice attacked the Japanese base at Rabaul in November. Early in 1944, her aircraft provided air support during the Gilbert and Marshall Islands Campaign before she was transferred to the Indian Ocean for several months to support the British Eastern Fleet as it attacked targets in Java and Sumatra. After a brief refit in mid-1944, the ship became a training ship for the rest of the year. In early 1945, Saratoga participated in the Battle of Iwo Jima as a dedicated night fighter carrier. Several days into the battle, she was badly damaged by kamikaze hits and was forced to return to the United States for repairs. While under repair, the ship, now increasingly obsolete, was permanently modified as a training carrier with some of her hangar deck converted into classrooms. Saratoga remained in this role for the rest of the war and was then used to ferry troops back to the United States after the Japanese surrender in August, as a part of Operation Magic Carpet. In mid-1946, the ship was a target for nuclear weapon tests during Operation Crossroads. She survived the first test with little damage, but was sunk by a second test. ## Design and construction Saratoga was the fifth US Navy ship named after the 1777 Battle of Saratoga, an important victory during the Revolutionary War. She was originally authorized in 1916 as a Lexington-class battlecruiser, but before she was laid down construction was placed on hold so that higher-priority anti-submarine vessels and merchant ships, needed to ensure the safe passage of men and materiel to Europe during Germany's U-boat campaign, could be built. After the war the design was extensively altered to incorporate improved boiler technology, anti-torpedo bulges, and a general increase in armor protection based on British wartime experiences. Given the hull number of CC-3, Saratoga was laid down on 25 September 1920 by New York Shipbuilding Corporation of Camden, New Jersey. In February 1922, before the Washington Naval Conference concluded, the ship's construction was suspended when she was 28 percent complete. She was ordered to be converted to an aircraft carrier with the hull number CV-3 on 1 July 1922. Her displacement was reduced by a total of 4,000 long tons (4,100 t), achieved mainly by the elimination of her main armament of eight 16-inch (406 mm) guns in four twin gun turrets (including their heavy barbettes, armor, and other equipment). The main armor belt was retained, although it was reduced in height to save weight. The hull generally remained unaltered, as did the torpedo protection system, because they had already been built and it would have been too expensive to alter them. The ship had an overall length of 888 feet (270.7 m), a beam of 106 feet (32.3 m), and a draft of 30 feet 5 inches (9.3 m) at deep load. Saratoga had a standard displacement of 36,000 long tons (36,578 t), and 43,055 long tons (43,746 t) at deep load. At that displacement, she had a metacentric height of 7.31 feet (2.2 m). Christened by Olive Doolittle, wife of Curtis D. Wilbur, Secretary of the Navy, Saratoga was launched on 7 April 1925 and commissioned on 16 November 1927, under the command of Captain Harry E. Yarnell. She was nicknamed by her crew Sister Sara and, later, Sara Maru. In 1942, the ship had a crew of 100 officers and 1,840 enlisted men, and an aviation group totaling 141 officers and 710 enlisted men. By 1945, her crew totaled 3,373, including her aviation group. ### Flight deck arrangements The ship's flight deck was 866 feet 2 inches (264.01 m) long and had a maximum width of 105 feet 11 inches (32.28 m). Her flight deck was widened forward and extended 16 feet (4.9 m) aft during her refit in mid-1941. When built, her hangar "was the largest single enclosed space afloat on any ship" and had an area of 33,528 square feet (3,114.9 m<sup>2</sup>). It was 424 feet (129.2 m) long and no less than 68 feet (20.7 m) wide. Its minimum height was 21 feet (6.4 m), and it was divided by a single fire curtain just forward of the aft aircraft elevator. Aircraft repair shops, 108 feet (32.9 m) long, were aft of the hangar, and below them was a storage space for disassembled aircraft, 128 feet (39.0 m) long. Saratoga was fitted with two hydraulically powered elevators on her centerline. The forward elevator's dimensions were 30 by 60 feet (9.1 m × 18.3 m) and it had a capacity of 16,000 pounds (7,300 kg). The aft elevator had a capacity of only 6,000 pounds (2,700 kg) and measured 30 by 36 feet (9.1 m × 11.0 m). Avgas was stored in eight compartments of the torpedo protection system, and their capacity has been quoted as either 132,264 US gallons (500,670 L; 110,133 imp gal) or 163,000 US gallons (620,000 L; 136,000 imp gal). Saratoga was initially fitted with electrically operated arresting gear designed by Carl Norden that used longitudinal wires intended to prevent the aircraft from being blown over the side of the ship, and transverse wires to slow the aircraft to a stop. This system was authorized to be replaced by the hydraulically operated Mk 2 system, without longitudinal wires, on 11 August 1931. Four improved Mk 3 units were added in 1934, giving the ship a total of eight arresting wires and four barriers intended to prevent aircraft from crashing into parked aircraft on the ship's bow. When the forward flight deck was widened, an additional eight wires were added there to allow aircraft to land over the bow if the landing area at the stern was damaged. The ship was built with a 155-foot (47.2 m), flywheel-powered, F Mk II aircraft catapult, also designed by Norden, on the starboard side of the bow. This catapult was strong enough to launch a 10,000-pound (4,500 kg) aircraft at a speed of 48 knots (89 km/h; 55 mph). It was intended to launch seaplanes, but was rarely used; a 1931 report counted only five launches of practice loads since the ship had been commissioned. It was removed some time after 1936. Relatively few changes were made during the war to Saratoga's aircraft-handling equipment. Her crew removed her forward arresting wires in late 1943, although their hydraulic systems were not removed until her refit in mid-1944. At that time she received two Type H hydraulic catapults mounted in her forward flight deck to handle the heavier aircraft entering service. Before the war, plans were made to replace the aft elevator with a 44-by-48-foot (13.4 m × 14.6 m) model, but manufacturing delays and operational demands prevented this from ever happening. By mid-1942, the increasing size and weight of naval aircraft exceeded the capacity of the aft elevator and it was locked in place. It was removed in March 1945 to save weight and the opening in the flight deck was plated over. The machinery for the forward elevator was scheduled to be upgraded before the war, but this was not done until mid-1944. A new, 44-by-48-foot lightweight forward elevator as used in the Essex-class carriers was installed in March 1945. Saratoga was designed to carry 78 aircraft of various types, including 36 bombers, but these numbers increased once the Navy adopted the practice of tying up spare aircraft in the unused spaces at the top of the hangar. In 1936, her air group consisted of 18 Grumman F2F-1 and 18 Boeing F4B-4 fighters, plus an additional nine F2Fs in reserve. Offensive punch was provided by 20 Vought SBU Corsair dive bombers with 10 spare aircraft and 18 Great Lakes BG torpedo bombers with nine spares. Miscellaneous aircraft included two Grumman JF Duck amphibians, plus one in reserve, and three active and one spare Vought O2U Corsair observation aircraft. This amounted to 79 aircraft, plus 30 spares. In early 1945, the ship carried 53 Grumman F6F Hellcat fighters and 17 Grumman TBF Avenger torpedo bombers. ### Propulsion The Lexington-class carriers used turbo-electric propulsion; each of the four propeller shafts was driven by two 22,500-shaft-horsepower (16,800 kW) electric motors. They were powered by four General Electric turbo generators rated at 35,200 kilowatts (47,200 hp). Steam for the generators was provided by sixteen Yarrow boilers, each in its own individual compartment. Six 750-kilowatt (1,010 hp) electric generators were installed in the upper levels of the two main turbine compartments to provide power to meet the ship's hotel load (minimum electrical) requirements. The ship was designed to reach 33.25 knots (61.58 km/h; 38.26 mph). She carried a maximum of 6,688 long tons (6,795 t) of fuel oil, but only 5,400 long tons (5,500 t) of that was usable, as the rest had to be retained as ballast in the port fuel tanks to offset the weight of the island and main guns. Designed for a range of 10,000 nautical miles (19,000 km; 12,000 mi) at a speed of 10 knots (19 km/h; 12 mph), the ship demonstrated a range of 9,910 nmi (18,350 km; 11,400 mi) at a speed of 10.7 knots (19.8 km/h; 12.3 mph) with 4,540 long tons (4,610 t) of oil. ### Armament The Navy's Bureau of Construction and Repair was not convinced when the class was being designed that aircraft could effectively substitute as armament for a warship, especially at night or in bad weather that would prevent air operations. Thus the carriers' design included a substantial gun battery of eight 55-caliber Mk 9 eight-inch guns in four twin gun turrets. These turrets were mounted above the flight deck on the starboard side, two before the superstructure, and two behind the funnel, numbered I to IV from bow to stern. In theory the guns could fire to both sides, but it is probable that firing them to port would have damaged the flight deck. They could be depressed to −5° and elevated to +41°. The ship's heavy anti-aircraft (AA) armament consisted of twelve 25-caliber Mk 10 five-inch guns which were mounted on single mounts, three each fitted on sponsons on each side of the bow and stern. No light AA guns were initially mounted on Saratoga, but two twin .50-caliber (12.7 mm) machine gun mounts were installed in 1929. They were unsuccessful, but only the mount on the roof of Turret II was replaced by two .50-caliber (12.7 mm) machine guns by 1934. During the ship's August 1941 overhaul, four 50-caliber Mk 10 three-inch AA guns were installed in the corner platforms. Another three-inch gun was added on the roof of the deckhouse between the funnel and the island. In addition, a number of .50-caliber machine guns were added on platforms mounted on her superstructure. The three-inch guns were just interim weapons until the quadruple 1.1-inch gun mount could be fielded, which occurred during a brief refit at the Bremerton Navy Yard in late November 1941. While receiving temporary repairs at Pearl Harbor in January 1942 (after being torpedoed on 11 January 1942), Saratoga's eight-inch turrets, barbettes and ammunition hoists were removed; they were replaced by four twin 38-caliber five-inch dual-purpose gun mounts in February at Bremerton. New barbettes were built and the ammunition hoists had to be returned from Pearl Harbor. The eight-inch guns and turrets were reused as coast defense weapons on Oahu. The older 25-caliber five-inch guns were replaced at the same time by eight more dual-purpose guns in single mounts. As the new guns were heavier than the older ones, only two could be added to the corner gun platforms; the space formerly used by the third gun on each platform was used by an additional quadruple 1.1-inch mount. In addition 32 Oerlikon 20 mm cannon were installed, six at the base of the funnel and the others distributed along the sides and rear of the flight deck. When the ship's repairs were completed in late May, her armament consisted of 16 five-inch guns, nine quadruple 1.1-inch gun mounts and 32 Oerlikon 20-millimeter (0.79 in) guns. After the ship was again torpedoed on 31 August 1942, her 1.1-inch gun mounts were replaced by an equal number of quadruple Bofors 40 mm mounts while she was under repair at Pearl Harbor. Her light anti-aircraft armament was also increased to 52 Oerlikon guns at the same time. In January 1944 a number of her 20 mm guns were replaced by more Bofors guns, many of which were in the positions formerly occupied by the ship's boats in the sides of the hull. Saratoga mounted 23 quadruple and two twin 40 mm mountings as well as 16 Oerlikon guns when she completed her refit. ### Fire control and electronics The two superfiring eight-inch turrets had a Mk 30 rangefinder at the rear of the turret for local control, but the guns were normally controlled by two Mk 18 fire-control directors, one each on the fore and aft spotting tops. A 20-foot (6.1 m) rangefinder was fitted on top of the pilothouse to provide range information for the directors. Each group of three 5-inch guns was controlled by a Mk 19 director, two of which were mounted on each side of the spotting tops. Plans were made before the war to replace the obsolete Mk 19 directors with two heavier Mk 33 directors, one each on the fore and aft five-inch spotting tops, but these plans were cancelled when the dual-purpose guns replaced the main armament in early 1942. Saratoga received an RCA CXAM-1 early warning radar in February 1941 during a refit in Bremerton. The antenna was mounted on the forward lip of the funnel with its control room directly below the aerial, replacing the secondary conning station formerly mounted there. She also received two FC (Mk 3) surface fire-control radars in late 1941, although these were both removed along with her main armament in January 1942. The new dual-purpose guns were controlled by two Mk 37 directors, each mounting an FD (Mk 4) anti-aircraft gunnery radar. When the 1.1-inch guns were replaced by 40 mm guns in 1942, the directors for the smaller guns were replaced by five Mk 51 directors. A small SC-1 early warning radar was mounted on the rear lip of the funnel during 1942. A SG surface-search radar was mounted on the foremast at the same time. During the ship's refit in January 1944, her electronics were modernized. The CXAM was replaced by an SK model and the SC-1 was replaced by an SC-3. The forward SG was supplemented by an additional SG-1 mounted on a short mast at the aft end of the funnel. A lengthier overhaul in mid-1944 provided the opportunity to revise the radar arrangements. The SK radar was moved to the rebuilt foremast and the forward SG radar was replaced by an SG-1 mounted at the top of the foremast. An SM-1 fighter-control radar was mounted in the SK's former position and new antennas were added to the FD radars to allow them to determine target height. The SC-3 was replaced by an SC-4 in early 1945. ### Armor The waterline belt of the Lexington-class ships tapered 7–5 inches (178–127 mm) in thickness from top to bottom and angled 11° outwards at the top. It covered the middle 530 feet (161.5 m) of the ships. Forward, the belt ended in a bulkhead that also tapered from seven to five inches in thickness. Aft, it terminated at a seven-inch bulkhead. This belt had a height of 9 feet 4 inches (2.8 m). The third deck over the ships' machinery and magazine was armored with two layers of special treatment steel (STS) totaling 2 inches (51 mm) in thickness; the steering gear was protected by two layers of STS that totaled 3 inches (76 mm) on the flat and 4.5 inches (114 mm) on the slope. The gun turrets were protected only against splinters with .75 inches (19 mm) of armor. The conning tower was armored with 2–2.25 inches (51–57 mm) of STS, and it had a communications tube with two-inch sides running from the conning tower down to the lower conning position on the third deck. The torpedo defense system of the Lexington-class ships consisted of three to six medium steel protective bulkheads that ranged from .375 to .75 inches (10 to 19 mm) in thickness. The spaces between them could be used as fuel tanks or left empty to absorb the detonation of a torpedo's warhead. ### Structural changes While under repair after being torpedoed on 11 January 1942, Saratoga received a 7-foot-2-inch (2.2 m) bulge on the starboard side of her hull. This was primarily intended to increase the ship's buoyancy, improve stability and allow her full fuel capacity to be utilized. The bulge was estimated to increase her metacentric height by 3 feet (0.9 m) and decrease her speed by one-quarter of a knot. It was also used to store additional fuel oil and increased her capacity to a total of 9,748 long tons (9,904 t). At the same time, her funnel was shortened by 20 feet (6.1 m) and her tripod foremast was replaced by a light pole mast to reduce her topweight. All of these changes, including the lengthening of the flight deck, increased Saratoga's full-load displacement in 1945 to 49,552 long tons (50,347 t). Her overall length increased to 909.45 feet (277.2 m) and her beam, at the waterline, to 111 feet 9 inches (34.1 m), too wide to use the Panama Canal. ## Service history ### Inter-war period Saratoga was commissioned one month earlier than her sister ship, Lexington. As the ship was visually identical to Lexington, her funnel was painted with a large black vertical stripe to help pilots recognize her. She began her shakedown cruise on 6 January 1928 and five days later Marc A. Mitscher landed the first aircraft on board. Later that month, the rigid airship Los Angeles was refueled and resupplied when she moored to Saratoga's stern on 27 January. That same day, the ship sailed for the Pacific via the Panama Canal, although she was diverted briefly en route to carry Marines to Corinto, Nicaragua, before joining the Battle Fleet at San Pedro, California, on 21 February. On 15 September, Captain John Halligan, Jr. relieved the newly promoted Rear Admiral Yarnell. Panama Canal pilots had never before handled a ship with such a significant flight deck overhang. Saratoga knocked over all the adjacent concrete lamp posts while passing through the Gatun locks. In January 1929, Saratoga participated in her first fleet exercise, Fleet Problem IX, a simulated attack on the Panama Canal. These exercises tested the Navy's evolving doctrine and tactics for the use of carriers. The ship was detached from the fleet with only the light cruiser Omaha as escort and made a wide sweep to the south to attack the canal, which was defended by the Scouting Fleet and Lexington, from an unexpected direction. Although the carrier was spotted by two defending ships before she launched her air strike, her aircraft were deemed to have destroyed the canal locks. Saratoga was "sunk" later the same day by an airstrike from Lexington. Captain Frederick J. Horne assumed command on 20 April. The following year, Saratoga and Langley were "disabled" by a surprise attack from Lexington in Fleet Problem X in the Caribbean. Saratoga returned the favor shortly afterward in Fleet Problem XI, further demonstrating the vulnerability of carriers to aerial attack. Following the exercises, Saratoga participated in the Presidential Review at Norfolk, Virginia, in May and then returned to San Pedro. Captain Frank McCrary relieved Horne on 5 September 1930. Saratoga was assigned, together with Lexington, to defend the west coast of Panama against a hypothetical invader during Fleet Problem XII in February 1931. While each carrier was able to inflict some damage on the invasion convoys, the enemy forces succeeded in making a landing. All three carriers then transferred to the Caribbean to conduct further maneuvers, including one in which Saratoga successfully defended the Caribbean side of the Panama Canal from a staged attack by Lexington. Rear Admiral Joseph M. Reeves baited a trap for Lexington's captain, Ernest J. King, with a destroyer and scored a kill on Lexington on 22 March while the latter's aircraft were still searching for Saratoga. The 1932 movie Hell Divers was filmed aboard the ship and starred Wallace Beery and a young Clark Gable as a pair of competing aircraft gunners assigned to VF-1B. During Grand Joint Exercise No. 4, Saratoga and Lexington were able to launch an airstrike against Pearl Harbor on Sunday, 7 February 1932, without being detected. The two carriers were separated for Fleet Problem XIII which followed shortly afterward. Blue Fleet and Saratoga were tasked to attack Hawaii and the West Coast defended by Lexington and the Black Fleet. On 15 March, Lexington caught Saratoga with all of her planes still on deck and was ruled to have knocked out her flight deck and have badly damaged the carrier, which was subsequently judged sunk during a night attack by Black Fleet destroyers. Captain George W. Steele assumed command on 11 July 1932. While en route from San Diego to San Pedro, the ship briefly ran aground off Sunset Beach, California, on 17 August. Captain Rufus F. Zogbaum, Jr. (son of the famous illustrator) relieved Steele, who was ordered to immediately retire, on 1 January 1933. Before Fleet Problem XIV began the following month, the Army and the Navy conducted a joint exercise simulating a carrier attack on Hawaii. Lexington and Saratoga successfully attacked Pearl Harbor at dawn on 31 January without being detected. During the actual fleet problem, the ship successfully attacked targets in and around Los Angeles and San Francisco although she was damaged by opposing ships during the latter attack. Scenes from the 1933 Joe E. Brown film comedy, Son of a Sailor, were filmed aboard Saratoga and featured flight deck musters of the ships' company. Fleet Problem XV returned to the Gulf of Panama and the Caribbean in April–May 1934; the participating ships of the Pacific Fleet remained in the Caribbean and off the East Coast for more training and maneuvers until they returned to their home bases in November. Captain Kenneth Whiting relieved Zogbaum on 12 June, after the conclusion of the fleet problem. Captain William F. Halsey assumed command on 6 July 1935 after the conclusion of Fleet Problem XVI. From 27 April to 6 June 1936, she participated in a Fleet Problem in the Panama Canal Zone where she was "sunk" by opposing battlecruisers and later ruled to have been severely damaged by aircraft from Ranger. During Fleet Problem XVIII in 1937, Saratoga, now under the command of naval aviation pioneer John H. Towers, covered an amphibious assault on Midway Atoll and was badly "damaged" by Ranger's aircraft. The 1938 Fleet Problem again tested the defenses of Hawaii and, again, aircraft from Saratoga and her sister successfully attacked Pearl Harbor at dawn on 29 March. Later in the exercise, the two carriers successfully attacked San Francisco without being spotted by the defending fleet. Captain Albert Cushing Read relieved Towers in July 1938. During Fleet Problem XX in 1939, the carrier remained off the West Coast as part of Task Force (TF) 7 with the battleship Arizona and escorts under the command of Rear Admiral Chester Nimitz to maintain a presence in the Pacific. From 2 April to 21 June 1940, she participated in Fleet Problem XXI, and her aircraft, together with those from Lexington, "damaged" the carrier Yorktown in an early phase of the exercise. Shortly before the end of the fleet problem, Captain Archibald Douglas replaced Read as commanding officer. From 6 January to 15 August 1941, Saratoga underwent a long-deferred modernization at the Bremerton Navy Yard that included the widening of her flight deck at her bow and the installation of additional antiaircraft guns and a CXAM-1 radar. The ship began a refit a few days later that lasted until late November, further revising the anti-aircraft armament and adding an FC radar. ### World War II When the Japanese attacked Pearl Harbor on 7 December 1941, Saratoga was entering San Diego Harbor to embark her air group, which had been training ashore while the ship was refitting. This consisted of 11 Grumman F4F-3 Wildcat fighters of VF-3 (under the command of Lieutenant Jimmy Thach), 43 Douglas SBD Dauntless dive bombers of VB-3 and VS-3, and 11 Douglas TBD Devastator torpedo bombers of VT-3. The ship also was under orders to load 14 Marine Corps Brewster F2A-3 Buffalo fighters of VMF-221 for delivery in Oahu. The following morning the ship, now the flagship of Carrier Division One, commanded by Rear Admiral Aubrey Fitch, sailed for Pearl Harbor. Saratoga arrived at Pearl on 15 December, refueled, and departed for Wake Island the following day. The ship was assigned to Task Force (TF) 14 under the command of Rear Admiral Frank Jack Fletcher; VF-3 had been reinforced by two additional Wildcats picked up in Hawaii, but one SBD had been forced to ditch on 11 December. She then rendezvoused with the seaplane tender Tangier, carrying reinforcements and supplies, and the slow replenishment oiler Neches. Saratoga's task force was delayed by the necessity to refuel its escorting destroyers on 21 December, before reaching the island. This process was prolonged by heavy weather, although the task force could still reach Wake by 24 December as scheduled. After receiving reports of heavy Japanese carrier airstrikes, and then troop landings, TF 14 was recalled on 23 December, and Wake fell the same day. On the return voyage, Saratoga delivered VMF-221 to Midway on 25 December. The ship arrived at Pearl on 29 December and Fletcher was replaced as commander of Task Force 14 by Rear Admiral Herbert F. Leary the following day. Leary made Saratoga his flagship and Fitch was transferred to a shore command that same day. The task force put to sea on 31 December and patrolled in the vicinity of Midway. Saratoga, about 420 nautical miles (780 km; 480 mi) southwest of Pearl Harbor on 11 January 1942, was heading towards a rendezvous with USS Enterprise when she was hit by a torpedo fired by the I-6. The explosion flooded three of her boiler rooms, reduced her speed to a maximum of 16 knots (30 km/h; 18 mph) and killed six of her crewmen. The ship's list was soon corrected and she reached Pearl Harbor two days later. While undergoing temporary repairs there, her four twin eight-inch gun turrets were removed for installation in shore batteries on Oahu. Saratoga then sailed to the Bremerton Navy Yard on 9 February for permanent repairs. She embarked 10 Wildcats of the VF-2 Detachment and all of VS-3 with its Dauntlesses for self-protection on the voyage. While under repair, the ship was modernized with an anti-torpedo bulge, her anti-aircraft armament was significantly upgraded and more radars were added. Douglas was relieved on 12 April and Saratoga was temporarily commanded by her executive officer, Commander Alfred M. Pride, until Captain DeWitt Ramsey assumed command a month later. Saratoga departed from Bremerton on 22 May, bound for San Diego. She arrived there on 25 May and began loading aircraft and supplies while waiting for her task force commander, Admiral Fitch, to arrive from the South Pacific. On 30 May Admiral Nimitz, now commander-in-chief of the United States Pacific Fleet, ordered Captain Ramsey to expedite his departure for Pearl Harbor, even if Fitch had not yet arrived. The ship sailed from San Diego on 1 June carrying 14 Wildcats of VF-2 Detachment and 23 Dauntlesses of VS-3; in addition she carried four Wildcats, 43 Dauntlesses and 14 Avengers as cargo. She arrived at Pearl Harbor on 6 June, the final day of the Battle of Midway. After refuelling, Saratoga departed the following day with the mission to ferry replacement aircraft to the carriers that survived the battle. The ship carried a total of 47 Wildcats, 45 Dauntlesses, five Devastators and 10 Avengers, including her own air group. Admiral Fletcher (whose flagship Yorktown had been sunk during the battle) came aboard on 8 June and made Saratoga his flagship. The ship rendezvoused with the other carriers on 11 June and transferred 19 Dauntlesses, the five Devastators and all of the Avengers to them. When the ship reached Pearl on 13 June, Fletcher and his staff disembarked; Admiral Fitch rendezvoused with the ship the next day. He became commander of Task Force 11 on 15 June, when Nimitz reorganized his carriers. From 22 through 29 June, Saratoga ferried 18 Marine Dauntlesses of VMSB-231 and 25 Army Air Corps Curtiss P-40 Warhawks to Midway Island to replace the aircraft lost during the battle. Fletcher relieved Fitch as commander of TF 11 the following day. #### Guadalcanal Campaign In late June 1942, the Allies decided to seize bases in the southern Solomon Islands with the objective of denying their use by the Japanese to threaten the supply and communication routes between the U.S., Australia, and New Zealand. They also intended to use Guadalcanal and Tulagi as bases to support a campaign to eventually capture or neutralize the major Japanese base at Rabaul on New Britain. Admiral Nimitz committed much of the Pacific Fleet to the task, including three of his four carrier task forces. They fell under the command of the recently appointed Vice Admiral Robert L. Ghormley, commander of the South Pacific Area. On 7 July, Task Force 11 departed Pearl for the Southwest Pacific; it consisted of Saratoga, four heavy cruisers, Astoria, New Orleans, Minneapolis and Vincennes, and an escort of seven destroyers. Also assigned were three replenishment oilers and four fast transports converted from old four-stack destroyers. The carrier embarked 90 aircraft, comprising 37 Wildcats, 37 Dauntlesses and 16 Avengers. TF 11 and TF 18, centered around the carrier Wasp, rendezvoused south of Tongatapu on 24 July and they met the remaining forces, including Enterprise's TF 16, assigned to Operation Watchtower three days later south of the Fiji Islands. The entire force of 82 ships was organized as Task Force 61 and commanded by Fletcher. On 30 July, Saratoga and the other carriers provided air cover for amphibious landings on Koro Island and practiced air strikes as part of the rehearsals for the planned invasion of Guadalcanal, Tulagi, and nearby islands. The Allied force successfully reached the Solomon Islands without being detected by the Japanese because of thick fog and haze. Saratoga launched 24 Dauntlesses and a dozen Wildcats early on 7 August to attack targets on Guadalcanal. Her air group commander, Commander Harry D. Felt, coordinated the attack over the island, which also included eight Wildcats from Enterprise's VF-6. The aircraft focused on the nearly complete airfield at Lunga and dispersed the two construction battalions building it. This allowed the 1st Marine Division to capture it (renaming it Henderson Field) without resistance. For the rest of the day, the carriers provided a combat air patrol (CAP) over the transports and themselves while their other aircraft provided air support for the Marines as needed. The Japanese struck back quickly and launched 27 Mitsubishi G4M ("Betty") medium bombers, escorted by 17 Mitsubishi A6M Zero ("Zeke") fighters, against the Allied forces. Among the escorting pilots were several aces such as Junichi Sasai, Toshio Ota, Hiroyoshi Nishizawa, and Saburō Sakai. Failing to spot the carriers, the bombers attacked the transports and their escorts, defended by eight Wildcats from Saratoga's VF-5. The Zeros shot down five Wildcats without losing any of their own, but the Americans shot down at least one G4M and damaged a number of others. The bombers failed to hit any Allied ships. About an hour later, nine Aichi D3A ("Val") dive bombers attacked the transport groups. Also based in Rabaul, they were on a one-way mission with a minimal payload of two small 60-kilogram (132 lb) bombs each because the distance to Guadalcanal exceeded their combat range; the pilots were expected to ditch at Shortland Island on the return leg where a Japanese seaplane tender could pick them up. By the time they arrived, the American CAP had been reinforced to 15 Wildcats from VF-5 and VF-6. Realizing that they had been spotted and that they could not reach the vulnerable transports before they were intercepted by the defending fighters, the Japanese attacked two of the escorting destroyers. They lightly damaged one destroyer with a direct hit, but the Americans shot down five of the attackers without loss to themselves. The Japanese attacked the transports again the following day, but none of Saratoga's aircraft were involved. Concerned about his declining fuel reserves and worried about air and submarine attacks after losing 20% of his fighters, Fletcher requested permission from Ghormley to withdraw one day early to refuel. This was granted and Fletcher's carriers were mostly out of range by the morning of 9 August. This meant that they were out of strike range after a Japanese cruiser force sank four Allied cruisers that night. The transports still lacked air cover, but the only Japanese airstrike of the day specifically targeted the carriers and ignored the transports entirely. Fletcher loitered southeast of the Solomons, waiting for the Japanese carriers that signals intelligence told him were en route to be spotted. He rendezvoused with the aircraft transport Long Island on 19 August and covered her approach to Guadalcanal. The ship was carrying Marine aircraft for Henderson Field and successfully flew them off the next day. Fletcher returned to the Solomons on 21 August after escorting Long Island to safety and remained in the vicinity for the next several days to provide cover for two transports resupplying the Marines. American aircraft shot down several Japanese reconnaissance aircraft during this time and the Japanese concluded that one or more American carriers were operating southeast of Guadalcanal. ##### Battle of the Eastern Solomons The presence of American carriers nearby firmed up Japanese plans to land troops on Guadalcanal on 24 August, covered by the fleet carriers Shōkaku and Zuikaku and the light carrier Ryūjō. A force of Japanese troop transports was detected on the morning of 23 August some 300 nautical miles (560 km; 350 mi) north of Guadalcanal. Fletcher was not originally inclined to attack them until another force of two transports was spotted at Faisi later that morning. He changed his mind and ordered Saratoga to launch her airstrike of 31 Dauntlesses and six Avengers in the early afternoon at very long range. They could not locate the Japanese convoy in poor visibility because it had reversed course shortly after spotting the American reconnaissance aircraft. The aircraft lacked the range to return to their carrier and they were ordered to land at Henderson Field and return the following morning. The Japanese failed to locate the American carriers during the day and Vice Admiral Chūichi Nagumo, commander of the First Carrier Division, ordered Ryūjō, escorted by the heavy cruiser Tone and two destroyers, to attack Henderson Field, as per Admiral Isoroku Yamamoto's orders. American aircraft located the Ryūjō task force the following morning as it approached within aircraft range of Guadalcanal, as well as other enemy ships, but failed to spot the fleet carriers. Fletcher delayed his attack until further reconnaissance aircraft failed to find the other Japanese carriers and his own aircraft returned from Henderson Field. In the meantime, Ryūjō had launched her own airstrike against Henderson Field, although they inflicted little damage while losing seven out of 21 aircraft during the attack. Saratoga launched an airstrike against Ryūjō's task force in the early afternoon that consisted of 31 Dauntlesses and eight Avengers; the long range precluded fighter escort. While those aircraft were en route, a number of reconnaissance aircraft from Enterprise spotted and attacked the Japanese formation. They inflicted no damage and the Japanese CAP shot down one Avenger. Saratoga's aircraft sighted the carrier shortly afterward and attacked. They hit Ryūjō three times with 1,000-pound (450 kg) bombs and one torpedo; the torpedo hit flooded the starboard engine and boiler rooms. No aircraft from either Ryūjō or Saratoga were shot down in the attack. The carrier capsized about four hours later with the loss of 120 crewmen. About an hour after Saratoga launched her airstrike, the Japanese launched theirs once they located the American carriers. Shōkaku contributed 18 D3As and nine Zeros while Zuikaku launched nine D3As and six Zeros. Reconnaissance SBDs from Enterprise spotted the 1st Carrier Division shortly after the Japanese airstrike had taken off and five of Shōkaku's Zeros stayed behind to deal with the Dauntlesses as they attacked Shōkaku. The Dauntlesses survived the attack by the Zeros, but their spot report was garbled and the enemy's location could not be understood. This incident prompted Nagumo to launch a follow-on airstrike with 27 D3As and nine Zeros. The first airstrike attacked the ships of TF 16 which was initially defended by fighters from VF-6. Once radar spotted the incoming Japanese aircraft, both carriers launched all available fighters. Enterprise was badly damaged by three bomb hits, but the Japanese lost 19 dive bombers and four Zeros to the defending fighters and anti-aircraft fire. They claimed to have shot down a dozen Wildcats although the Americans lost only five, of which three belonged to VF-5; some of the American losses were reportedly due to friendly anti-aircraft fire. In turn, the American fighters claimed to have shot down 52 Japanese aircraft, 15 more than the Japanese committed to the attack. The second Japanese airstrike failed to locate the American carriers. Right before the Japanese attack, Saratoga launched a small airstrike of two Dauntlesses and five Avengers to clear her flight deck and these planes found and damaged the seaplane tender Chitose with near misses that also destroyed three Mitsubishi F1M reconnaissance floatplanes. Two Avengers were forced to make emergency landings, but they shot down one Zero from Shōkaku. After recovering their returning aircraft, the two American carriers withdrew, Enterprise for repairs and Saratoga to refuel the next day. Before the former departed for Tongatapu for temporary repairs, she transferred 17 Wildcats and six Avengers to Saratoga as replacements for the latter's losses. Fletcher rendezvoused with TF 18 east of San Cristobal on the evening of 26 August and transferred four Wildcats to Wasp the next day to bring the latter's fighters up to strength. TF 17, with the carrier Hornet, arrived on 29 August. Two days later, a torpedo from I-26 struck Saratoga on her starboard side, just aft of the island. The torpedo wounded a dozen of her sailors, including Fletcher, it flooded one fireroom, giving the ship a 4° list, and it caused multiple electrical short circuits. These damaged Saratoga's turbo-electric propulsion system and left her dead in the water for a time. The heavy cruiser Minneapolis took Saratoga in tow while she launched her aircraft for Espiritu Santo, retaining 36 fighters aboard. By noon, the list had been corrected and she was able to steam under her own power later that afternoon. Saratoga reached Tongatapu on 6 September and flew off 27 Wildcats for Efate once she arrived. The ship received temporary repairs there and sailed for Pearl on 12 September, escorted by the battleship South Dakota, New Orleans and five destroyers. Task Force 11 reached Pearl on 21 September and Saratoga entered drydock the following day for more permanent repairs. Captain Ramsey was promoted on 27 September and replaced by Captain Gerald F. Bogan. Task Force 11, now commanded by Rear Admiral Ramsey, sailed from Pearl Harbor, bound for Nouméa, New Caledonia, via Viti Levu, Fiji, on 12 November 1942 with Saratoga as his flagship. The other ships of the task force consisted of New Orleans, the fleet oiler Kankakee and six destroyers. The carrier had on board the Wildcats of VF-6, Dauntlesses of VB-3 and VS-6, and the Avengers of VT-3. The ships dropped anchor in Fiji on 22 November, except for New Orleans, which immediately left for Nouméa, escorted by two destroyers. The cruiser was replaced by the light anti-aircraft cruiser San Juan on 29 November and the task force sailed for Nouméa on 1 December. After they arrived on 5 December, one of Saratoga's main turbines required repairs which lasted until 13 December. #### 1943 On 23 January 1943, Saratoga launched 18 Wildcats of VF-3, 24 Dauntlesses of VB-3 and VS-3, and 17 Avengers of VT-3 for Henderson Field, retaining 16 Wildcats and 15 Dauntlesses for self-defense. The next day they attacked the Japanese airfield at Vila, Solomon Islands after it had been bombarded by four Allied light cruisers. The aircraft returned to the carrier without loss later that afternoon. Captain Bogan slipped and badly injured himself on 29 March so Captain Henry M. Mullinnix assumed command on 7 April. With the withdrawal of Enterprise in early May, Saratoga became the only operational American fleet carrier in the South Pacific. Task Force 14, as her group was now known, was reinforced by the anti-aircraft cruiser San Diego on 3 May and by the British fleet carrier Victorious on 17 May. At this time Saratoga embarked 34 Wildcats of VF-5, 37 Dauntlesses of VB-3 and VS-3 and 16 Avengers of VT-3 Ramsey's force was intended to provide distant cover for the impending landings on New Georgia and to prevent intervention by any Japanese carriers. The two carriers spent some weeks familiarizing each other with their capabilities and tactics and Ramsey decided to take advantage of each carrier's strengths. He ordered that the Avengers of 832 Squadron be exchanged for 24 Wildcats from VF-3 as Victorious had difficulty operating the large Avenger and the British carrier possessed better facilities for coordinating fighter operations than Saratoga; the latter retained a dozen Wildcats for self-defense and escort duties. Fortunately, Ramsey never got a chance to test his reorganization as the Japanese carriers made no effort to attack the American transports. Ramsey was relieved on 26 July and replaced by Rear Admiral Frederick C. Sherman. Victorious sailed on 31 July for home and left eleven Avengers behind as reserves for Saratoga. Carrier Air Group 12 was assigned to Saratoga in lieu of Carrier Air Group 3 and flew aboard on 1 August. It was composed of VF-12, VB-12 and VT-12; the fighter and dive bomber squadrons each had 36 aircraft and the torpedo bomber squadron had half that number. Grumman F6F Hellcats replaced the Wildcats formerly used. The task force was redesignated as Task Force 38 on 4 August and Captain John H. Cassady relieved Mullinix on 22 August after the latter was promoted. The ship was based at Havannah Harbor, Efate and Espiritu Santo from August through November. While refueling at sea on the night of 12 October, Saratoga collided with the oiler Atascosa, damaging three of her 20-millimeter guns on her port side. On 22 October, she was joined by the light aircraft carrier Princeton. On 27 October, Task Force 38 provided air cover for the invasion of the Treasury Islands, part of the preliminary operations for the invasion of Bougainville Island scheduled a few days later. On the morning of 1 November, Saratoga's aircraft neutralized Japanese airfields at the northern end of the island and on Buka Island. They destroyed 15 Japanese aircraft while losing three Hellcats, one Dauntless, and two Avengers to all causes. While the task force was refuelling on 3–4 November, reconnaissance aircraft discovered Japanese cruisers massing at Rabaul and Admiral Halsey ordered Task Force 38 to attack them with maximal force before they could engage the transports at Bougainville. This translated into an attack group of 23 Avengers and 22 Dauntlesses, escorted by every available fighter on board the two carriers on 5 November; CAP over the carriers was provided by fighters flying from New Georgia. The attack caught the Japanese by surprise and badly damaged four heavy cruisers, two light cruisers, and a destroyer for the loss of only nine aircraft to all causes. Saratoga and Princeton attacked Rabaul again on 11 November in conjunction with three carriers of Task Group 50.3. They attacked first, but inflicted little damage due to poor visibility; the other carriers were more successful and further damaged the ships at Rabaul. Task Force 38 returned to Espiritu Santo on 14 November. Now known as Task Group 50.4, Saratoga and Princeton were tasked as the Relief Carrier Group for the offensive in the Gilbert Islands. As part of the preliminary operations, they attacked Nauru on 19 November, destroying two fighters and three G4Ms on the ground. As the carriers were withdrawing, they were unsuccessfully attacked by eight more G4Ms, shooting down half of their attackers. TF 50.2 was not attacked during the battle and Saratoga transferred a number of her aircraft to replace losses aboard the other carriers before departing for Pearl Harbor on 30 November. She arrived on 4 December and off-loaded her aircraft and stores before proceeding to San Francisco where she arrived on 9 December for a refit and augmentation of her anti-aircraft guns. #### 1944 Saratoga's refit was completed on 2 January 1944 and she arrived at Pearl Harbor on 7 January. The ship, now the flagship of Rear Admiral Samuel Ginder, commander of Task Group 58.4, sailed from Pearl Harbor on 19 January with Langley and Princeton, to support the invasion of the Marshall Islands scheduled to begin on 1 February. Her air group at this time consisted of 36 Hellcats of VF-12, 24 Dauntlesses of VB-12 and eight Avengers of VT-8. As part of the preliminary operations, aircraft from the Task Group attacked airfields at Wotje and Taroa on 29–31 January, radio stations at Rongelap and Utirik Atoll on 1 February, and then attacked Engebi, the main island at Eniwetok Atoll, from 3 to 6 February, refuelled, and attacked Japanese defenses at Eniwetok again from 10 to 12 February. They provided air support during the entire Battle of Eniwetok which began on 17 February with landings at Engebi and continued until the islands were secured on 24 February. They then protected the Allied forces there until 28 February when land-based aircraft assumed that role. On 4 March, Saratoga departed Majuro with an escort of three destroyers to reinforce the Eastern Fleet in the Indian Ocean for attacks on Japanese-controlled territory.[^1]She rendezvoused at sea on 27 March with the British force and arrived at Trincomalee, Ceylon, on 31 March. During the next two weeks, the carriers conducted intensive training and rehearsing with the fleet carrier Illustrious for an attack on the port city of Sabang (Operation Cockpit) scheduled for 19 April. For this operation, Saratoga mustered 27 Hellcats, 24 Dauntlesses and 18 Avengers. The carrier launched 24 Hellcats, 11 Avengers and 18 Dauntlesses while Illustrious contributed 17 Fairey Barracuda bombers and 13 Vought F4U Corsair fighters. The attack caught the Japanese by surprise and there was no aerial opposition, so the escorts strafed the airfield and destroyed 24 aircraft on the ground. The port facilities and oil storage tanks were heavily damaged and one small freighter was sunk for the loss of one Hellcat to flak. The Japanese attempted to attack the fleet with three G4Ms as it was withdrawing, but the CAP shot down all three bombers. Sailing from Ceylon on 6 May, the task force attacked the oil refinery at Surabaya, Java, on 17 May after refueling at Exmouth Gulf, Australia. Little damage was inflicted on the refinery and only one small ship was sunk for the loss of one of VT-3's Avengers. Saratoga was relieved from its assignment with the British the next day and ordered back to Pearl. The ship arrived at Pearl on 10 June and remained for several days before departing for Bremerton to begin an overhaul scheduled to last several months. Captain Cassady was relieved by Captain Thomas Sisson on 22 June although he was only briefly in command before Captain Lucian A. Moebus assumed command on 31 July. Saratoga completed her post-refit sea trials on 13 September and arrived at the Naval Air Station Alameda on 16 September to begin loading 85 aircraft, 1500 passengers and cargo bound for Pearl Harbor. She departed San Francisco two days later and arrived on 24 September. The ship was assigned to Carrier Division 11 which was tasked to train night fighter pilots and to develop night tactics and doctrine. Rear Admiral Matthias Gardner made Saratoga his flagship on 10 October. Four days later, the ship was accidentally rammed by her plane guard destroyer Clark, gashing the port side of her hull. Operations were immediately cancelled and she returned to port for temporary repairs. Permanent repairs were made during a brief refit during the first week of November. Carrier qualification and other training continued through most of January 1945. #### 1945 On 29 January 1945, Saratoga departed Pearl Harbor for Ulithi Atoll to rendezvous with the Enterprise and form a night fighter task group (TG 58.5/Night Carrier Division 7) along with Enterprise, to provide air cover for the amphibious landings on Iwo Jima. She arrived on 8 February with the 53 Hellcats and 17 Avengers of Carrier Air Group (Night) 53 aboard and sailed two days later. The carrier force carried out diversionary strikes on the Japanese home islands on the nights of 16 and 17 February, before the landings began. Saratoga was assigned to provide fighter cover while the remaining carriers launched the strikes on Japan, but in the process, her fighters raided two Japanese airfields. The force fueled on 18 and 19 February, and the ship provided CAP over Iwo Jima on 19–20 February. The following day, Saratoga was detached with an escort of three destroyers to join the amphibious forces and carry out night patrols over Iwo Jima and nearby Chichi Jima. Taking advantage of low cloud cover and Saratoga's weak escort, six Japanese planes scored five bomb hits on the carrier in three minutes; three of the aircraft also struck the carrier. Saratoga's flight deck forward was wrecked, her starboard side was holed twice and large fires were started in her hangar deck; she lost 123 of her crew dead or missing as well as 192 wounded. Forty of her aircraft were destroyed, including 31 Grumman F6F Hellcat fighters and 9 Grumman TBM Avenger torpedo bombers. Another attack two hours later further damaged her flight deck. Slightly over an hour later, the fires were under control, and Saratoga was able to recover six fighters. The ship was sent to Bremerton for permanent repairs, arriving there on 16 March. Because of Saratoga's age and the number of modern carriers in service, the Navy decided to modify her into a training carrier. The aft elevator and its machinery were removed, the opening was plated over and the forward elevator was replaced with a larger model. Part of the hangar deck was converted into classrooms. While the ship was still under repair Captain Frank Akers assumed command on 27 April. The post-refit machinery trials on 12 May revealed some problems with one turbine, and an explosion in one 5-inch gun wounded eleven men and wrecked the mount. The full-power trials were completed on 20 May and a new mount was loaded aboard to be installed at Pearl. The ship sailed for NAS Alameda a few days later where she picked up 60 aircraft, 1,200 passengers and some trucks for delivery in Pearl. Saratoga arrived on 1 June and became the flagship of Rear Admiral Ralph F. Jennings, commander of Carrier Division 11. She resumed carrier qualification training on 3 June until she returned to the dockyard on 10 June for the installation of her replacement five-inch gun mount. Jennings transferred his flag to another carrier from 11 to 30 June. She continued training carrier pilots after the Japanese surrender until 6 September. Over the span of the ship's 17-year career, Saratoga's aviators landed on her deck 98,549 times, then the record for the most carrier landings. Saratoga received eight battle stars for her World War II service. After the war, the ship took part in Operation Magic Carpet, the repatriation of American servicemen from the European, Pacific, and Asian theaters. She left Hawaii on 9 September with 3,712 Navy officers and enlisted men bound for the United States. In the course of the operation, she returned 29,204 veterans, the highest total for any individual vessel. ### Postwar years Saratoga was surplus to postwar requirements with the large numbers of Essex-class carriers in service, and she was assigned to Operation Crossroads on 22 January 1946. #### Operation Crossroads This was a test conducted at Bikini Atoll to evaluate the effect of the atomic bomb on ships. Captain Stanhope Ring assumed command on 6 March, but was relieved on 2 June by Captain Donald MacMahan. The ship hosted comedian Jack Benny's radio show on 21 April, while Saratoga was berthed in San Francisco before her departure for Bikini. She departed from pier 33 and headed out the Golden Gate on 1 May 1946. Operation Crossroads began with the first blast (Test Able), an air burst on 1 July 1946. Saratoga survived the explosion with only minor damage, including the ignition of the teak of her flight deck. A skeleton crew boarded Saratoga'' the following day to prepare her for the next test on 25 July. The ship was sunk by Test Baker, an underwater blast which was detonated under LSM-60 400 yards (370 m) from the carrier. The force of the explosion lifted the vessel out of the water, knocked everything off her flight deck and knocked most of her funnel onto the flight deck. She was struck from the Naval Vessel Register on 15 August 1946. In recent years, the submerged wreck, the top of which is only 50 ft (15 m) below the surface, has become a scuba diving destination, one of only three carrier wrecks accessible to recreational divers (the others are the Oriskany, in the Gulf of Mexico, and HMS Hermes, off Batticaloa in Sri Lanka.) After a hiatus of several years, dive trips resumed in 2011. [^1]: This allowed the British aircraft carrier Victorious to remain longer in the North Sea and carry out an attack on the German battleship Tirpitz in Norway.
9,974,269
Melford Stevenson
1,172,027,098
English High Court judge (1902–1987)
[ "1902 births", "1987 deaths", "20th-century English judges", "20th-century King's Counsel", "British Army personnel of World War II", "British people of the Mau Mau Uprising", "Conservative Party (UK) parliamentary candidates", "English King's Counsel", "Knights Bachelor", "Members of the Inner Temple", "Members of the Privy Council of the United Kingdom", "People educated at Dulwich College", "People from Newquay", "People from Winchelsea", "Probate, Divorce and Admiralty Division judges", "Queen's Bench Division judges" ]
Sir Aubrey Melford Steed Stevenson, PC (17 October 1902 – 26 December 1987), usually known as Sir Melford Stevenson, was an English barrister and, later, a High Court judge, whose judicial career was marked by his controversial conduct and outspoken views. After establishing a legal career in the field of insolvency, Stevenson served during the Second World War as a Deputy Judge Advocate General of the Armed Forces. He was subsequently Judge Advocate at the 1945 war crimes trial of former personnel of the German submarine U-852 for their actions in what became known as the Peleus affair. In 1954 Stevenson represented the government of British Kenya during Jomo Kenyatta's unsuccessful appeal against his conviction for membership of the rebel organisation Mau Mau. Later that year he represented the litigants in the Crichel Down affair, which led to changes in the law on compulsory purchase. In 1955 he defended Ruth Ellis, the last woman to be executed for murder in the United Kingdom. He was deeply distressed by the execution of Ellis, for whom there had been no defence in law, but whom Home Secretary Gwilym Lloyd George was expected to reprieve. Two years later, Stevenson took part in the unsuccessful prosecution of John Bodkin Adams for the murder of Edith Alice Morrell. Stevenson became a High Court judge in 1957, and acquired a reputation for severity in sentencing. He sentenced the Kray twins to life imprisonment in 1969, with a recommendation that they serve not less than 30 years each. In 1970 Stevenson passed long sentences on eight Cambridge University students who took part in the Garden House riot, and the following year gave Jake Prescott of the Angry Brigade 15 years for conspiracy to cause explosions. One of his fellow judges, Sir Robin Dunn, described him as "the worst judge since the war". After Dunn's attack, several high-profile legal figures came to Stevenson's defence, among them fellow judge and biographer Lord Roskill, who pointed out that Stevenson could be merciful to those he regarded as victims. Lord Devlin described Stevenson as the "last of the grand eccentrics". Mr Justice Stevenson retired from the bench in 1979 aged 76, and died at St Leonards in East Sussex on 26 December 1987. ## Early life Stevenson was born in Newquay, Cornwall, on 17 October 1902, the eldest child and only son of the Reverend John George Stevenson and his wife Olive, sister of Henry Wickham Steed, journalist and editor of The Times from 1919 until 1922. The Rev. J. G. Stevenson, a Congregational minister, died when his son was fourteen years old, plunging the family into relative poverty. An uncle who was a solicitor funded Stevenson's ongoing education at Dulwich College in London, intending that the young Stevenson would join the family firm once his schooling was complete. There was no money available to allow him to attend university, so Stevenson studied for an external London University LLB degree after becoming an articled clerk in his uncle's legal practice. Stevenson was determined to become a barrister, and joined the Inner Temple, of which he became the treasurer in 1972. ## Career at the bar Shortly after being called to the bar in 1925 he joined the chambers of Wintringham Stable at 2 Crown Office Row, now Fountain Court Chambers. He remained there for the rest of his legal career, save for the war years, eventually becoming head of chambers. Most of Stevenson's early legal work was in the field of insolvencies, "almost always with small fees", and he made steady progress until the outbreak of the Second World War in 1939. He did very little criminal work in this part of his career. In 1940 he joined the army and served until 1945 as a Deputy Judge Advocate with the rank of major; he was appointed a King's Counsel in 1943. In 1945 he served as Judge Advocate at the war crimes trial in Hamburg of former personnel of the German submarine U-852, the so-called Peleus affair. The U-boat captain, Heinz-Wilhelm Eck, was accused of ordering his crew to open fire on the survivors of a Greek ship, the SS Peleus, which they had just torpedoed and sunk. Eck and two of his junior officers were executed by firing squad; he was the only U-boat commander of the war to be convicted of war crimes committed at sea. In the late 1940s and early 1950s Stevenson started to build his chambers' high reputation for commercial litigation, together with Alan Orr and Leslie Scarman, supported by a notable barristers' clerk, Cyril Batchelor. He was elected a bencher of the Inner Temple in 1950, and appointed Recorder of Cambridge, a part-time judge, in 1952; he had previously served as Recorder for Rye from 1944 to 1951. In 1954 he represented the government of British Kenya during Jomo Kenyatta's unsuccessful appeal against his conviction for membership of the rebel Mau Mau; Kenyatta was a moderate, and is now considered unlikely to have been a member of the organisation. He was imprisoned until 1959, lived under house arrest until 1961, and became the first president of the newly independent Kenya in 1964. Also in 1954 Stevenson represented the Marten family in the Crichel Down affair. The Air Ministry had compulsorily purchased land for bombing practice before the war, promising to return it after the end of hostilities. When they did not honour this promise, the Martens successfully campaigned to be allowed to buy the land back. The case led to a public enquiry, changes in the law on compulsory purchase, and the first resignation of a government minister since 1917. According to fellow judge Eustace Roskill, Stevenson's "fluent delivery, distinctive voice, remarkable sense of timing, and pungency of phrase soon marked him out as an advocate of note." One commentator described him as a "shameless performer" in court. He was probably the most successful barrister of his day. In 1955, aided by junior counsel Sebag Shaw and Peter Rawlinson, Stevenson defended Ruth Ellis against the charge of murdering her lover. Stevenson's decision to keep his cross-examination of the prosecution witnesses to a minimum, and his "near silent performance in court", have been severely criticised by Muriel Jakubait, Ellis's sister. He opened the defence by saying: "Let me make this abundantly plain: there is no question here but this woman shot this man ... You will not hear one word from me – or from the lady herself – questioning that." The jury took 23 minutes to find Ellis guilty; she was sentenced to be hanged, the last woman executed for murder in the United Kingdom. Public revulsion at the case is thought to have played a part in the abolition of capital punishment in the UK in 1969. Stevenson was a leading member of the legal team assisting Sir Reginald Manningham-Buller during the failed prosecution of Dr John Bodkin Adams in 1957. The prosecution's conduct of the trial has been heavily criticised, and its decision to drop a second murder charge via a nolle prosequi was scathingly described by the trial judge, Patrick Devlin, as "an abuse of process", saying: "The use of nolle prosequi to conceal the deficiencies of the prosection was an abuse of process, which left an innocent man under the suspicion that there might have been something in the talk of mass murder after all". Stevenson was of the opinion that had he been allowed to, he "could have successfully prosecuted Adams on six murder counts". Journalist Rodney Hallworth reports that Stevenson said of Adams' decision not to give evidence in court "I firmly believe justice is not served by the present law. It should be possible for the prosecution to directly examine an accused ... It was a clear example of the privilege of silence having enabled a guilty man to escape." In Stevenson's opinion Adams "was so incredibly lucky to have literally got away with murder". ## Judicial career Stevenson was appointed a High Court judge on 1 October 1957, and (as is traditional) was knighted a few days later. From 1958 until 1960, he was a member of an Inter-Departmental Committee on Human Artificial Insemination. For the first four years of his judicial career Stevenson was assigned to the Probate, Divorce and Admiralty Division, after which he was transferred to the Queen's Bench Division, where he presided over criminal cases. He then began to attract press attention. Known for his outspokenness, Stevenson described one case as a "pretty anaemic kind of rape", because the victim was the accused's ex-girlfriend and had been hitch-hiking, before sentencing the man to a two-year suspended sentence. To a man acquitted of rape, he remarked "I see you come from Slough. It is a terrible place. You can go back there." In similar vein he told a husband involved in a divorce case that his decision to live in Manchester was "a wholly incomprehensible choice for any free man to make". Following a 1964 parallel of his comments in the wake of the Bodkin Adams case, Stevenson attracted criticism for his summing up to the jury in the case of Ryan: > It is, we think, clear ... that it is wrong to say to a jury "Because the accused exercised what is undoubtedly his right, the privilege of remaining silent, you may draw an inference of guilt"; it is quite a different matter to say "this accused, as he is entitled to do, has not advanced at an earlier stage the explanation that has been offered to you today; you the jury may take that into account when you are assessing the weight that you think it right to attribute to the explanation." The academic lawyer Rupert Cross described Stevenson's pronouncement as "gibberish", and to the Court of Appeal in 1977 it seemed that Stevenson had made a distinction "without a difference". Although Stevenson's direction was not in accordance with the law in 1964, Parliament introduced a form of caution under the Police and Criminal Evidence Act 1984 that reflects what he proposed. His earlier suggestion that defendants in criminal trials should be forced to answer prosecution questions has not been adopted. Stevenson believed that it was the judge's duty to help prevent crime by imposing robust punishments on those found guilty, and he became noted for the severity of his sentencing, which led to occasional calls from the "liberal establishment" for his resignation. In 1969 he sentenced the Kray twins, Reggie and Ronnie, to a minimum of 30 years in jail each, saying, "In my view, society has earned a rest from your activities." He remarked later that the Krays had only told the truth twice during the trial: when Reggie referred to a barrister as "a fat slob" and when Ronnie accused the judge of being biased. In 1970 he controversially gave what were seen as excessively long sentences to eight Cambridge University students who took part in the Garden House riot, a demonstration against the Greek military government that turned violent. He noted that the sentences would have been even longer but for the students' exposure to "the evil influence of some members of the university". There were few, if any, examples of serious violence at student demonstrations in the years which followed the trial. The following year he gave a 15-year sentence to Jake Prescott, a member of the Angry Brigade, for conspiracy to cause explosions. Prescott had been found not guilty of direct involvement in the bombings, but had admitted to addressing three envelopes. His sentence was reduced to ten years on appeal. Stevenson turned down a chance to join the Court of Appeal, a decision he later regretted, and was subsequently critical of some of its decisions. He was appointed a privy counsellor in the 1973 New Year Honours. His reference to the Sexual Offences Act 1967 as a "buggers' charter" earned him a reprimand from the Lord Chancellor, Lord Elwyn-Jones, and a parliamentary motion in the UK House of Commons calling for his resignation. In 1976 the Court of Appeal overturned three of Stevenson's decisions in a single day, and Labour member of parliament Marcus Lipton tabled another parliamentary motion calling for his removal from the bench. But Eustace Roskill cautions that "It would be wrong to judge Stevenson simply by the notoriety of a few cases .... he showed great mercy to those whom he saw to be victims rather than aggressors." In the early 1970s, while conducting training sessions in sentencing for newly appointed recorders, Stevenson summed up his attitude: "You sentence off the top of your head. If the man's a shit, down he goes. If there's something to be said for him, you do your best not to put him inside." Despite his stern and authoritarian reputation, in the 1970s he sometimes submitted letters to the Court of Appeal supporting the reduction of his sentences. When asked towards the end of his career whether he had been stung by the criticism he had received, Stevenson replied "A lot of my colleagues are just constipated Methodists". There was no compulsory retirement age for a judge with Stevenson's length of service, which resulted in some speculation following the announcement of his retirement from the bench in 1979 that perhaps his unpopularity with certain sections of the media and establishment had led to pressure on him to step down. In an article published on the day of Stevenson's retirement, Corinna Adam of The Guardian observed that: > He [Stevenson] holds the record among Old Bailey judges for having his sentences queried and taken to appeal. He also holds the record for getting away with it. He has gradually become such a stock hate-figure that lawyers tend automatically to advise their clients, if found guilty, to take their cases higher up. ## Personal life Stevenson married Anna Cecilia Francesca Imelda Reinstein, daughter of a Bavarian hairdresser, in 1929. They had one daughter. He "turned her [his wife] out" after he discovered that she had been having an affair with Colonel Maurice Buckmaster, head of the French section of the Special Operations Executive (SOE). They were divorced in 1942, and she married Buckmaster. Stevenson married his second wife, Rosalind Monica Wagner, the sister of Sir Anthony Wagner, in 1947, and together they had a son – who also became a barrister – and a daughter. After the war, Stevenson stood as the Conservative Party candidate to represent Maldon in the 1945 United Kingdom general election. He opened his campaign by declaring that in the interests of a clean fight, he would make no allusions to the "alleged homosexuality" of his opponent, Tom Driberg, who heavily defeated him in the vote; Stevenson returned to his legal practice the following year. Despite his severe manner, Stevenson was extremely sociable and he was often the centre of a lively crowd at the bar of the Garrick Club, of which he was a member. His home at Winchelsea on the Sussex coast was called Truncheons, sometimes taken to reflect his authoritarian views, but the area had been known by that name for many years before his arrival. Following his retirement, Stevenson called for the restoration of the death penalty for all murders, and made frequent guest appearances on television until his health and eyesight began to fail. Among the programmes he took part in was Granada Television's six-part series The Bounds of Freedom, broadcast in 1979. Stevenson died in St Leonards on 26 December 1987. A memorial tablet to him and his wife was erected in the Church of St Mary the Virgin, Rye, in 1992.
46,083
Halley's Comet
1,173,850,978
Short-period comet visible every 75–76 years
[ "Astronomical objects known since antiquity", "Comets visited by spacecraft", "Halley's Comet", "Halley-type comets", "Meteor shower progenitors", "Near-Earth comets", "Numbered comets", "Periodic comets", "Star of Bethlehem" ]
Halley's Comet, Comet Halley, or sometimes simply Halley, officially designated 1P/Halley, is a short-period comet visible from Earth every 75–79 years. Halley is the only known short-period comet that is regularly visible to the naked eye from Earth, and thus the only naked-eye comet that can appear twice in a human lifetime. It last appeared in the inner parts of the Solar System in 1986 and will next appear in mid-2061. Halley's periodic returns to the inner Solar System have been observed and recorded by astronomers around the world since at least 240 BC. But it was not until 1705 that the English astronomer Edmond Halley understood that these appearances were re-appearances of the same comet. As a result of this discovery, the comet is named after Edmond Halley. During its 1986 visit to the inner Solar System, Halley's Comet became the first comet to be observed in detail by spacecraft, providing the first observational data on the structure of a comet nucleus and the mechanism of coma and tail formation. These observations supported a number of longstanding hypotheses about comet construction, particularly Fred Whipple's "dirty snowball" model, which correctly predicted that Halley would be composed of a mixture of volatile ices—such as water, carbon dioxide, ammonia, and dust. The missions also provided data that substantially reformed and reconfigured these ideas; for instance, it is now understood that the surface of Halley is largely composed of dusty, non-volatile materials, and that only a small portion of it is icy. ## Pronunciation Comet Halley is commonly pronounced /ˈhæli/, rhyming with valley, or /ˈheɪli/, rhyming with daily. Colin Ronan, one of Edmond Halley's biographers, preferred /ˈhɔːli/, rhyming with crawly. Spellings of Halley's name during his lifetime included Hailey, Haley, Hayley, Halley, Hawley, and Hawly, so its contemporary pronunciation is uncertain, but the version rhyming with valley seems to be preferred by current bearers of the surname. ## Computation of orbit Halley was the first comet to be recognized as periodic. Until the Renaissance, the philosophical consensus on the nature of comets, promoted by Aristotle, was that they were disturbances in Earth's atmosphere. This idea was disproved in 1577 by Tycho Brahe, who used parallax measurements to show that comets must lie beyond the Moon. Many were still unconvinced that comets orbited the Sun, and assumed instead that they must follow straight paths through the Solar System. In 1687, Sir Isaac Newton published his Philosophiæ Naturalis Principia Mathematica, in which he outlined his laws of gravity and motion. His work on comets was decidedly incomplete. Although he had suspected that two comets that had appeared in succession in 1680 and 1681 were the same comet before and after passing behind the Sun (he was later found to be correct; see Newton's Comet), he was unable to completely reconcile comets into his model. Ultimately, it was Newton's friend, editor and publisher, Edmond Halley, who, in his 1705 Synopsis of the Astronomy of Comets, used Newton's new laws to calculate the gravitational effects of Jupiter and Saturn on cometary orbits. Having compiled a list of 24 comet observations, he calculated that the orbital elements of a second comet that had appeared in 1682 were nearly the same as those of two comets that had appeared in 1531 (observed by Petrus Apianus) and 1607 (observed by Johannes Kepler). Halley thus concluded that all three comets were, in fact, the same object returning about every 76 years, a period that has since been found to vary between 74 and 79 years. After a rough estimate of the perturbations the comet would sustain from the gravitational attraction of the planets, he predicted its return for 1758. While he had personally observed the comet around perihelion in September 1682, Halley died in 1742 before he could observe its predicted return. Halley's prediction of the comet's return proved to be correct, although it was not seen until 25 December 1758, by Johann Georg Palitzsch, a German farmer and amateur astronomer. It did not pass through its perihelion until 13 March 1759, the attraction of Jupiter and Saturn having caused a retardation of 618 days. This effect was computed before its return (with a one-month error to 13 April) by a team of three French mathematicians, Alexis Clairaut, Joseph Lalande, and Nicole-Reine Lepaute. The confirmation of the comet's return was the first time anything other than planets had been shown to orbit the Sun. It was also one of the earliest successful tests of Newtonian physics, and a clear demonstration of its explanatory power. The comet was first named in Halley's honour by French astronomer Nicolas-Louis de Lacaille in 1759. Some scholars have proposed that first-century Mesopotamian astronomers already had recognized Halley's Comet as periodic. This theory notes a passage in the Babylonian Talmud, tractate Horayot that refers to "a star which appears once in seventy years that makes the captains of the ships err." Researchers in 1981 attempting to calculate the past orbits of Halley by numerical integration starting from accurate observations in the seventeenth and eighteenth centuries could not produce accurate results further back than 837 owing to a close approach to Earth in that year. It was necessary to use ancient Chinese comet observations to constrain their calculations. ## Orbit and origin Halley's orbital period has varied between 74 and 79 years since 240 BC. Its orbit around the Sun is highly elliptical, with an orbital eccentricity of 0.967 (with 0 being a circle and 1 being a parabolic trajectory). The perihelion, the point in the comet's orbit when it is nearest the Sun, is 0.59 au (88 million km). This is between the orbits of Mercury and Venus. Its aphelion, or farthest distance from the Sun, is 35 au (5.2 billion km) (roughly the distance of Pluto). Unusual for an object in the Solar System, Halley's orbit is retrograde; it orbits the Sun in the opposite direction to the planets, or, clockwise from above the Sun's north pole. The orbit is inclined by 18° to the ecliptic, with much of it lying south of the ecliptic. (Because it is retrograde, the true inclination is 162°.) Owing to the retrograde orbit, it has one of the highest velocities relative to the Earth of any object in the Solar System. The 1910 passage was at a relative velocity of 70.56 km/s (157,800 mph). Because its orbit comes close to Earth's in two places, Halley is associated with two meteor showers: the Eta Aquariids in early May, and the Orionids in late October. Halley is the parent body to the Orionids, while observations conducted around the time of Halley's appearance in 1986 suggested that the comet could additionally perturb the Eta Aquariids, although it might not be the parent of that shower. Halley is classified as a periodic or short-period comet; one with an orbit lasting 200 years or less. This contrasts it with long-period comets, whose orbits last for thousands of years. Periodic comets have an average inclination to the ecliptic of only ten degrees, and an orbital period of just 6.5 years, so Halley's orbit is atypical. Most short-period comets (those with orbital periods shorter than 20 years and inclinations of 20–30 degrees or less) are called Jupiter-family comets. Those resembling Halley, with orbital periods of between 20 and 200 years and inclinations extending from zero to more than 90 degrees, are called Halley-type comets. As of 2015, only 75 Halley-type comets have been observed, compared with 511 identified Jupiter-family comets. The orbits of the Halley-type comets suggest that they were originally long-period comets whose orbits were perturbed by the gravity of the giant planets and directed into the inner Solar System. If Halley was once a long-period comet, it is likely to have originated in the Oort cloud, a sphere of cometary bodies around 20,000–50,000 au from the Sun. Conversely the Jupiter-family comets are generally believed to originate in the Kuiper belt, a flat disc of icy debris between 30 au (Neptune's orbit) and 50 au from the Sun (in the scattered disc). Another point of origin for the Halley-type comets was proposed in 2008, when a trans-Neptunian object with a retrograde orbit similar to Halley's was discovered, , whose orbit takes it from just outside that of Uranus to twice the distance of Pluto. It may be a member of a new population of small Solar System bodies that serves as the source of Halley-type comets. Halley has probably been in its current orbit for 16,000–200,000 years, although it is not possible to numerically integrate its orbit for more than a few tens of apparitions, and close approaches before 837 AD can only be verified from recorded observations. The non-gravitational effects can be crucial; as Halley approaches the Sun, it expels jets of sublimating gas from its surface, which knock it very slightly off its orbital path. These orbital changes cause delays in its perihelion of four days on average. In 1989, Boris Chirikov and Vitold Vecheslavov performed an analysis of 46 apparitions of Halley's Comet taken from historical records and computer simulations. These studies showed that its dynamics were chaotic and unpredictable on long timescales. Halley's projected lifetime could be as long as 10 million years. These studies also showed that many physical properties of Halley's Comet dynamics can be approximately described by a simple symplectic map, known as the Kepler map. More recent work suggests that Halley will evaporate, or split in two, within the next few tens of thousands of years, or will be ejected from the Solar System within a few hundred thousand years. Observations by D. W. Hughes suggest that Halley's nucleus has been reduced in mass by 80 to 90% over the last 2,000 to 3,000 revolutions. ## Structure and composition The Giotto and Vega missions gave planetary scientists their first view of Halley's surface and structure. Like all comets, as Halley nears the Sun, its volatile compounds (those with low boiling points, such as water, carbon monoxide, carbon dioxide and other ices) begin to sublimate from the surface of its nucleus. This causes the comet to develop a coma, or atmosphere, up to 100,000 kilometres (62,000 mi) across. Evaporation of this dirty ice releases dust particles, which travel with the gas away from the nucleus. Gas molecules in the coma absorb solar light and then re-radiate it at different wavelengths, a phenomenon known as fluorescence, whereas dust particles scatter the solar light. Both processes are responsible for making the coma visible. As a fraction of the gas molecules in the coma are ionized by the solar ultraviolet radiation, pressure from the solar wind, a stream of charged particles emitted by the Sun, pulls the coma's ions out into a long tail, which may extend more than 100 million kilometres into space. Changes in the flow of the solar wind can cause disconnection events, in which the tail completely breaks off from the nucleus. Despite the vast size of its coma, Halley's nucleus is relatively small: barely 15 kilometres (9.3 mi) long, 8 kilometres (5.0 mi) wide and perhaps 8 kilometres (5.0 mi) thick. Its shape vaguely resembles that of a peanut shell. Its mass is relatively low (roughly 2.2 kg) and its average density is about 0.6 grams per cubic centimetre (0.35 oz/cu in), indicating that it is made of a large number of small pieces, held together very loosely, forming a structure known as a rubble pile. Ground-based observations of coma brightness suggested that Halley's rotation period was about 7.4 days. Images taken by the various spacecraft, along with observations of the jets and shell, suggested a period of 52 hours. Given the irregular shape of the nucleus, Halley's rotation is likely to be complex. Although only 25% of Halley's surface was imaged in detail during the flyby missions, the images revealed an extremely varied topography, with hills, mountains, ridges, depressions, and at least one crater. Halley is the most active of all the periodic comets, with others, such as Comet Encke and Comet Holmes, being one or two orders of magnitude less active. Its day side (the side facing the Sun) is far more active than the night side. Spacecraft observations showed that the gases ejected from the nucleus were 80% water vapour, 17% carbon monoxide and 3–4% carbon dioxide, with traces of hydrocarbons although more-recent sources give a value of 10% for carbon monoxide and also include traces of methane and ammonia. The dust particles were found to be primarily a mixture of carbon–hydrogen–oxygen–nitrogen (CHON) compounds common in the outer Solar System, and silicates, such as are found in terrestrial rocks. The dust particles decreased in size down to the limits of detection (≈0.001 μm). The ratio of deuterium to hydrogen in the water released by Halley was initially thought to be similar to that found in Earth's ocean water, suggesting that Halley-type comets may have delivered water to Earth in the distant past. Subsequent observations showed Halley's deuterium ratio to be far higher than that found in Earth's oceans, making such comets unlikely sources for Earth's water. Giotto provided the first evidence in support of Fred Whipple's "dirty snowball" hypothesis for comet construction; Whipple postulated that comets are icy objects warmed by the Sun as they approach the inner Solar System, causing ices on their surfaces to sublimate (change directly from a solid to a gas), and jets of volatile material to burst outward, creating the coma. Giotto showed that this model was broadly correct, though with modifications. Halley's albedo, for instance, is about 4%, meaning that it reflects only 4% of the sunlight hitting it; about what one would expect for coal. Thus, despite appearing brilliant white to observers on Earth, Halley's Comet is in fact pitch black. The surface temperature of evaporating "dirty ice" ranges from 170 K (−103 °C) at higher albedo to 220 K (−53 °C) at low albedo; Vega 1 found Halley's surface temperature to be in the range 300–400 K (27–127 °C). This suggested that only 10% of Halley's surface was active, and that large portions of it were coated in a layer of dark dust that retained heat. Together, these observations suggested that Halley was in fact predominantly composed of non-volatile materials, and thus more closely resembled a "snowy dirtball" than a "dirty snowball". ## History ### Before 1066 Halley may have been recorded as early as 467 BC, but this is uncertain. A comet was recorded in ancient Greece between 468 and 466 BC; its timing, location, duration, and associated meteor shower all suggest it was Halley. According to Pliny the Elder, that same year a meteorite fell in the town of Aegospotami, in Thrace. He described it as brown in colour and the size of a wagon load. Chinese chroniclers also mention a comet in that year. The first certain appearance of Halley's Comet in the historical record is a description from 240 BC, in the Chinese chronicle Records of the Grand Historian or Shiji, which describes a comet that appeared in the east and moved north. The only surviving record of the 164 BC apparition is found on two fragmentary Babylonian tablets, now owned by the British Museum. The apparition of 87 BC was recorded in Babylonian tablets which state that the comet was seen "day beyond day" for a month. This appearance may be recalled in the representation of Tigranes the Great, an Armenian king who is depicted on coins with a crown that features, according to Vahe Gurzadyan and R. Vardanyan, "a star with a curved tail [that] may represent the passage of Halley's Comet in 87 BC." Gurzadyan and Vardanyan argue that "Tigranes could have seen Halley's Comet when it passed closest to the Sun on August 6 in 87 BC" as the comet would have been a "most recordable event"; for ancient Armenians it could have heralded the New Era of the brilliant King of Kings. The apparition of 12 BC was recorded in the Book of Han by Chinese astronomers of the Han Dynasty who tracked it from August through October. It passed within 0.16 au of Earth. According to the Roman historian Cassius Dio, a comet appeared suspended over Rome for several days portending the death of Marcus Vipsanius Agrippa in that year. Halley's appearance in 12 BC, only a few years distant from the conventionally assigned date of the birth of Jesus Christ, has led some theologians and astronomers to suggest that it might explain the biblical story of the Star of Bethlehem. There are other explanations for the phenomenon, such as planetary conjunctions, and there are also records of other comets that appeared closer to the date of Jesus' birth. If, as has been suggested, the reference by Yehoshua ben Hananiah in b. Horayot 10a to "a star which arises once in seventy years and misleads the sailors" refers to Halley's Comet, it may be a reference to the 66 AD appearance, because this apparition was the only one to occur during Yehoshua ben Hananiah's lifetime. The 141 AD apparition was recorded in Chinese chronicles. It was also recorded in the Tamil work Purananuru, in connection with the death of the south Indian Chera king Yanaikatchai Mantaran Cheral Irumporai. The 374 AD and 607 approaches each came within 0.09 au of Earth. The 451 AD apparition was said to herald the defeat of Attila the Hun at the Battle of Chalons. The 684 AD apparition was recorded in Europe in one of the sources used by the compiler of the 1493 Nuremberg Chronicles, which contains an image 8 centuries after the event. Chinese records also report it as the "broom star". In 837, Halley's Comet may have passed as close as 0.03 au (3.2 million miles; 5.1 million kilometres) from Earth, by far its closest approach. Its tail may have stretched 60 degrees across the sky. It was recorded by astronomers in China, Japan, Germany, the Byzantine Empire, and the Middle East; Emperor Louis the Pious observed this appearance and devoted himself to prayer and penance, fearing that "by this token a change in the realm and the death of a prince are made known." In 912, Halley is recorded in the Annals of Ulster, which state "A dark and rainy year. A comet appeared." ### 1066 In 1066, the comet was seen in England and thought to be an omen: later that year Harold II of England died at the Battle of Hastings and William the Conqueror claimed the throne. The comet is represented on the Bayeux Tapestry and described in the tituli as a star. Surviving accounts from the period describe it as appearing to be four times the size of Venus, and shining with a light equal to a quarter of that of the Moon. Halley came within 0.10 au of Earth at that time. This appearance of the comet is also noted in the Anglo-Saxon Chronicle. Eilmer of Malmesbury may have seen Halley in 989 and 1066, as recorded by William of Malmesbury: > "Not long after, a comet, portending (they say) a change in governments, appeared, trailing its long flaming hair through the empty sky: concerning which there was a fine saying of a monk of our monastery called Æthelmær. Crouching in terror at the sight of the gleaming star, ‘You've come, have you?’, he said. ‘You've come, you source of tears to many mothers. It is long since I saw you; but as I see you now you are much more terrible, for I see you brandishing the downfall of my country.’" The Irish Annals of the Four Masters recorded the comet as "A star [that] appeared on the seventh of the Calends of May, on Tuesday after Little Easter, than whose light the brilliance or light of The Moon was not greater; and it was visible to all in this manner till the end of four nights afterwards." Chaco Native Americans in New Mexico may have recorded the 1066 apparition in their petroglyphs. The Italo-Byzantine chronicle of Lupus the Protospatharios mentions that a "comet-star" appeared in the sky in the year 1067 (the chronicle is erroneous, as the event occurred in 1066, and by Robert he means William). > The Emperor Constantine Ducas died in the month of May, and his son Michael received the Empire. And in this year there appeared a comet star, and the Norman count Robert [sic] fought a battle with Harold, King of the English, and Robert was victorious and became king over the people of the English. There is a myth that when the Normans saw the comet before the Battle of Hastings, they shouted: ”Novus Stella, Novus Rex!” meaning: ”New Star, New King!” in Latin. ### 1145–1378 The 1145 apparition was recorded by the monk Eadwine. The 1986 apparition exhibited a fan tail similar to Eadwine's drawing. Some claim that Genghis Khan was inspired to turn his conquests toward Europe by the 1222 apparition. The 1301 apparition may have been seen by the artist Giotto di Bondone, who represented the Star of Bethlehem as a fire-colored comet in the Nativity section of his Arena Chapel cycle, completed in 1305. Its 1378 appearance is recorded in the Annales Mediolanenses as well as in East Asian sources. ### 1456 In 1456, the year of Halley's next apparition, the Ottoman Empire invaded the Kingdom of Hungary, culminating in the siege of Belgrade in July of that year. In a papal bull, Pope Callixtus III ordered special prayers be said for the city's protection. In 1470, the humanist scholar Bartolomeo Platina wrote in his Lives of the Popes that, > A hairy and fiery star having then made its appearance for several days, the mathematicians declared that there would follow grievous pestilence, dearth and some great calamity. Calixtus, to avert the wrath of God, ordered supplications that if evils were impending for the human race He would turn all upon the Turks, the enemies of the Christian name. He likewise ordered, to move God by continual entreaty, that notice should be given by the bells to call the faithful at midday to aid by their prayers those engaged in battle with the Turk. Platina's account is not mentioned in official records. In the 18th century, a Frenchman further embellished the story, in anger at the Church, by claiming that the Pope had "excommunicated" the comet, though this story was most likely his own invention. Halley's apparition of 1456 was also witnessed in Kashmir and depicted in great detail by Śrīvara, a Sanskrit poet and biographer to the Sultans of Kashmir. He read the apparition as a cometary portent of doom foreshadowing the imminent fall of Sultan Zayn al-Abidin (AD 1418/1420–1470). After witnessing a bright light in the sky which most historians have identified as Halley's Comet, Zara Yaqob, Emperor of Ethiopia from 1434 to 1468, founded the city of Debre Berhan (tr. City of Light) and made it his capital for the remainder of his reign. ### 1531 In the Sikh scriptures of the Guru Granth Sahib, the founder of the faith Guru Nanak makes reference to "a long star that has risen" at Ang 1110, and it is believed by some Sikh scholars to be a reference to Halley's appearance in 1531. ### 1531–1759 Halley's periodic returns have been subject to scientific investigation since the 16th century. The three apparitions from 1531 to 1682 were noted by Edmond Halley, enabling him to predict it would return. One key breakthrough occurred when Halley talked with Newton about his ideas of the laws of motion. Newton also helped Halley get Flamsteed's data on the 1682 apparition. By studying data on the 1531, 1607, and 1682 comets, he came to the conclusion these were the same comet, and presented his findings in 1696. One difficulty was accounting for variations in the comet's orbital period, which was over a year longer between 1531 and 1607 than it was between 1607 and 1682. Newton had theorized that such delays were caused by the gravity of other comets, but Halley found that Jupiter and Saturn would cause the appropriate delays. In the decades that followed, more refined mathematics would be worked on, notable by Paris Observatory; the work on Halley also provided a boost to Newton and Kepler's rules for celestial motions. (See also \#Computation of orbit) ### 1835 At Markree Observatory in Ireland, an E. J. Cooper used a Cauchoix of Paris lens telescope with an aperture of 340 millimetres (13.3 in) to sketch Halley's comet in 1835. The comet was also sketched by F.W. Bessel. Streams of vapour observed during the comet's 1835 apparition prompted astronomer Friedrich Wilhelm Bessel to propose that the jet forces of evaporating material could be great enough to significantly alter a comet's orbit. An interview in 1910, of someone who was a teenager at the time of the 1835 apparition had this to say: > When the comet was first seen, it appeared in the western sky, its head toward the north and tail towards the south, about horizontal and considerably above the horizon and quite a distance south of the Sun. It could be plainly seen directly after sunset every day, and was visible for a long time, perhaps a month ... They go on to describe the comet's tail as being more broad and not as long as the comet of 1843 they had also witnessed. Famous astronomers across the world made observations starting August 1835, including Struve at Dorpat observatory, and Sir John Herschel, who made of observations from the Cape of Good Hope. In the United States telescopic observations were made from Yale College. The new observations helped confirm early appearances of this comet including its 1456 and 1378 apparitions. At Yale College in Connecticut, the comet was first reported on 31 August 1835 by astronomers D. Olmstead and E. Loomis. In Canada reports were made from Newfoundland and also Quebec. Reports came in from all over by later 1835, and often reported in newspapers of this time in Canada. Several accounts of the 1835 apparition were made by observers who survived until the 1910 return, where increased interest in the comet led to their being interviewed. Astrophotography was not known to have been attempted until 1839, as photography was still being invented in the 1830s, too late to photograph the apparition of 1P/Halley in 1835. The time to Halley's return in 1910 would be only 74.42 years, one of the shortest known periods of its return, which is calculated to be as long as 79 years owing to the effects of the planets. At Paris Observatory Halley's Comet 1835 apparition was observed with a Lerebours telescope of 24.4 cm (9.6 in) aperture by the astronomer François Arago. Arago recorded polimetric observations of Halley, and suggested that the tail might be sunlight reflecting off a sparsely distributed material; he had earlier made similar observations of Comet Tralles of 1819. ### 1910 The 1910 approach, which came into naked-eye view around 10 April and came to perihelion on 20 April, was notable for several reasons: it was the first approach of which photographs exist, and the first for which spectroscopic data were obtained. Furthermore, the comet made a relatively close approach of 0.15 au, making it a spectacular sight. Indeed, on 19 May, Earth actually passed through the tail of the comet. One of the substances discovered in the tail by spectroscopic analysis was the toxic gas cyanogen, which led astronomer Camille Flammarion to claim that, when Earth passed through the tail, the gas "would impregnate the atmosphere and possibly snuff out all life on the planet." His pronouncement led to panicked buying of gas masks and quack "anti-comet pills" and "anti-comet umbrellas" by the public. In reality, as other astronomers were quick to point out, the gas is so diffused that the world suffered no ill effects from the passage through the tail. The comet added to the unrest in China on the eve of the Xinhai Revolution that would end the last dynasty in 1911. As James Hutson, a missionary in Sichuan Province at the time, recorded, > The people believe that it indicates calamity such as war, fire, pestilence, and a change of dynasty. In some places on certain days the doors were unopened for half a day, no water was carried and many did not even drink water as it was rumoured that pestilential vapour was being poured down upon the earth from the comet." The 1910 visitation is also recorded as being the travelling companion of Hedley Churchward, the first known English Muslim to make the Haj pilgrimage to Mecca. However, his explanation of its scientific predictability did not meet with favour in the Holy City. The comet was used in an advertising campaign of Le Bon Marché, a well-known department store in Paris. The comet was also fertile ground for hoaxes. One that reached major newspapers claimed that the Sacred Followers, a supposed Oklahoma religious group, attempted to sacrifice a virgin to ward off the impending disaster, but were stopped by the police. American satirist and writer Mark Twain was born on 30 November 1835, exactly two weeks after the comet's perihelion. In his autobiography, published in 1909, he said, > I came in with Halley's comet in 1835. It is coming again next year, and I expect to go out with it. It will be the greatest disappointment of my life if I don't go out with Halley's comet. The Almighty has said, no doubt: 'Now here are these two unaccountable freaks; they came in together, they must go out together.' Twain died on 21 April 1910, the day following the comet's subsequent perihelion. The 1985 fantasy film The Adventures of Mark Twain was inspired by the quotation. Halley's 1910 apparition is distinct from the Great Daylight Comet of 1910, which surpassed Halley in brilliance and was actually visible in broad daylight for a short period, approximately four months before Halley made its appearance. ### 1986 The 1986 apparition of Halley's Comet was the least favourable on record. In February 1986, the comet and the Earth were on opposite sides of the Sun, creating the worst possible viewing circumstances for Earth observers during the previous 2,000 years. Halley's closest approach was 0.42 au. Additionally, increased light pollution from urbanization caused many people to fail in attempts to see the comet. With the help of binoculars, observation from areas outside cities was more successful. Further, the comet appeared brightest when it was almost invisible from the northern hemisphere in March and April 1986, with best opportunities occurring when the comet could be sighted close to the horizon at dawn and dusk, if not obscured by clouds. The approach of the comet was first detected by astronomers David C. Jewitt and G. Edward Danielson on 16 October 1982 using the 5.1 m Hale telescope at Mount Palomar and a CCD camera. The first visual observance of the comet on its 1986 return was by an amateur astronomer, Stephen James O'Meara, on 24 January 1985. O'Meara used a home-built 610-millimetre (24 in) telescope on top of Mauna Kea to detect the magnitude 19.6 comet. The first to observe Halley's Comet with the naked eye during its 1986 apparition were Stephen Edberg (then serving as the coordinator for amateur observations at the NASA Jet Propulsion Laboratory) and Charles Morris on 8 November 1985. Although the comet's retrograde orbit and high inclination made it difficult to send a space probe to it, the 1986 apparition gave scientists the opportunity to study the comet closely and several probes were launched to do so. The Soviet Vega 1 probe began returning images of Halley on 4 March 1986, captured the first-ever image of its nucleus, and made its flyby on 6 March. It was followed by the Vega 2 probe, making its flyby on 9 March. On 14 March, the Giotto space probe, launched by the European Space Agency, made the closest pass of the comet's nucleus. There also were two Japanese probes, Suisei and Sakigake. Unofficially, the numerous probes became known as the Halley Armada. Based on data retrieved by the largest ultraviolet space telescope of the time, Astron, during its Halley's Comet observations in December 1985, a group of Soviet scientists developed a model of the comet's coma. The comet also was observed from space by the International Cometary Explorer (ICE). Originally the International Sun-Earth Explorer 3, the spacecraft departed the Sun-Earth Lagrangian point in order to intercept comets 21P/Giacobini-Zinner and Halley. ICE flew about 40.2 million km (25 million mi) from Halley's Comet on 28 March 1986. Two U.S. Space Shuttle missions—STS-51-L and STS-61-E—had been scheduled to observe Halley's Comet from low Earth orbit. The STS-51-L mission carried the Shuttle-Pointed Tool for Astronomy (SPARTAN-203) satellite, also called the Halley's Comet Experiment Deployable (HCED). The mission ended in disaster when the Space Shuttle Challenger exploded in flight, killing all seven astronauts onboard. Scheduled for March 1986, STS-61-E was a Columbia mission carrying the ASTRO-1 platform to study the comet, but the mission was canceled following the Challenger disaster and ASTRO-1 would not fly until late 1990 on STS-35. ### After 1986 On 12 February 1991, at a distance of 14.4 au (2.15×10<sup>9</sup> km) from the Sun, Halley displayed an outburst that lasted for several months, releasing a cloud of dust 300,000 km (190,000 mi) across. The outburst likely started in December 1990, and then the comet brightened from magnitude 24.3 to magnitude 18.9. Halley was most recently observed in 2003 by three of the Very Large Telescopes at Paranal, Chile, when Halley's magnitude was 28.2. The telescopes observed Halley, at the faintest and farthest any comet has ever been imaged, in order to verify a method for finding very faint trans-Neptunian objects. Astronomers are now able to observe the comet at any point in its orbit. On 9 December 2023, Halley's Comet will reach the farthest and slowest point in its orbit from the Sun when it will be traveling at 0.91 km/s (2,000 mph) with respect to the Sun. ### 2061 The next perihelion of Halley's Comet is 28 July 2061, when it will be better positioned for observation than during the 1985–1986 apparition, as it will be on the same side of the Sun as Earth. The closest approach to Earth will be one day after perihelion. It is expected to have an apparent magnitude of −0.3, compared with only +2.1 for the 1986 apparition. On 9 September 2060, Halley will pass within 0.98 au (147,000,000 km) of Jupiter, and then on 20 August 2061 will pass within 0.0543 au (8,120,000 km) of Venus. ### 2134 Halley will come to perihelion on 27 March 2134. Then on 7 May 2134, Halley will pass within 0.092 au (13,800,000 km) of Earth. Its apparent magnitude is expected to be −2.0. ### Apparitions Halley's calculations enabled the comet's earlier appearances to be found in the historical record. The following table sets out the astronomical designations for every apparition of Halley's Comet from 240 BC, the earliest documented widespread sighting. For example, "1P/1982 U1, 1986 III, 1982i" indicates that for the perihelion in 1986, Halley was the first period comet known (designated 1P) and this apparition was the first seen in half-month U (the second half of October) in 1982 (giving 1P/1982 U1); it was the third comet past perihelion in 1986 (1986 III); and it was the ninth comet spotted in 1982 (provisional designation 1982i). The perihelion dates of each apparition are shown. The perihelion dates farther from the present are approximate, mainly because of uncertainties in the modelling of non-gravitational effects. Perihelion dates of 1531 and earlier are in the Julian calendar, while perihelion dates 1607 and after are in the Gregorian calendar. ## See also - List of Halley-type comets - Halley's Comet in fiction - Kepler orbit
34,207,018
The Black Cat (US magazine)
1,171,972,050
Literary magazine in Boston, Massachusetts
[ "Defunct literary magazines published in the United States", "Magazines disestablished in 1923", "Magazines established in 1895", "Magazines published in Boston", "Monthly magazines published in the United States" ]
The Black Cat was an American fiction magazine launched in 1895 by Herman Umbstaetter, initially published in Boston, Massachusetts. It published only short stories, and had a reputation for originality and for encouraging new writers. Umbstaetter's editorial approach was unusual in several ways: the cover price was low, at five cents; he paid based on merit instead of story length; and he was willing to buy stories by new authors rather than insisting on well-known names. He frequently ran story contests to attract amateur writers. The magazine was immediately successful, and its circulation was boosted by the appearance in an early issue of "The Mysterious Card", by Cleveland Moffett, which was so popular that two print runs of the issue it appeared in sold out. Many well-known writers appeared in its pages. Two of the best-known were Jack London, whose 1899 story "A Thousand Deaths" sold just as he was about to give up attempting to become a writer, and Henry Miller, whose first published work was several short fiction critiques published in The Black Cat in 1919. The magazine's icon, a black cat that appeared on almost every cover for many years, was drawn by Umbstaetter's wife, Nelly Littlehale Umbstaetter. Others who sold stories to The Black Cat included O. Henry, Rex Stout, and Clark Ashton Smith. In 1912, Umbstaetter sold the magazine to Samuel Cassino, the publisher of Little Folks. Cassino, and later his son, Herman, published the magazine from Salem, Massachusetts, until 1919. Circulation, at about 50,000, was much lower than in Umbstaetter's day. In 1916, a deal was struck with Essanay Studios to make films of stories from The Black Cat. The magazine was sold to Fox Film in 1919 and survived only another year. It was revived in 1922 by William Kane, and in early 1923, with Kane estimating circulation down to only 15,000, it ceased publication for good. ## Publication history ### Umbstaetter The Black Cat was founded by Herman Umbstaetter, who had become wealthy in the advertising and publishing business in Baltimore by the late 1880s. In 1886, he attempted to start a magazine in Boston, proposing to price it at ten cents, but was unable to get funding. He worked in the United Kingdom for a while, but lost his fortune and returned to the US, spending some time in California before settling in Boston in about 1891. He again attempted to find capital to start a magazine and was again rebuffed. He finally launched The Black Cat in 1895, having saved enough money to start it on his own account.Umbstaetter planned to publish only short stories, and to acquire some of the stories through contests designed to attract amateur writers, rather than by paying well-established writers the market rate. His budget for fiction was about the same as it would have needed to be for a more conventional approach, but by publicizing the contests he hoped to attract more readers and get a wider variety of fiction. By the time he was able to put his plans into action, nearly ten years had passed since his original proposal to price it at ten cents and many other magazines had been launched at that price, so he decided to go "still further on the road of popular prices”, and set the price at five cents per issue. The price of paper had been dropping for some time, and he was not the first publisher to take advantage of it—the Ladies' Home Journal had been launched at 5 cents, and two fiction magazines, the Chap-Book and Bibelot, had recently been started at the same price. The Black Cat was launched in octavo format (about 5.5 by 8.5 inches (14 cm × 22 cm)), the same size as the dime novels of the day. Umbstaetter was optimistic enough about the magazine's prospects to place orders for 100,000 printed copies of the cover lithograph with the Riverside Press, despite being told by the printer that the order was "suicidal". He announced in the December 1895 issue of The Black Cat that all 100,000 copies of the first issue, dated October 1895, had sold out in three weeks. The American News Company said in early 1896 that "no magazine ever published at any price has secured so large a sale in so short a time". Umbstaetter claimed circulation figures of 186,000 for 1896, and 120,000 or more over the next three years. Starting in 1901, Umbstaetter sent affidavits to the newspaper annuals, showing circulation between 120,000 and just under 146,000 over the next seven years. In the October 1896 issue, he announced that The Black Cat had paid out over \$7,000 for stories during the magazine's first year, and launched a short story competition with a \$1,000 first prize and another \$1,100 available for the four next best stories. A condition of the competition was that all entries had to include a subscription to a year of The Black Cat, which cost 50 cents. The winners were announced the following summer, with the prize pool expanded to \$2,600. The competition was repeated in 1897 and 1899, with prizes of over \$4,000 each time. In 1901 non-cash prizes were added: the top prize was a trip around the world lasting 179 days, conducted by Raymond and Whitcomb, a travel company, and valued at \$2,100. The second prize was a Surrey steam car, valued at \$1,300, and other non-cash prizes included a piano, typewriters, and trips from Boston to San Francisco and from Boston to Cuba. There were cash prizes as well, the highest one worth \$1,000. After the next competition, which ended in July 1905 with an announcement that the planned prize amount of \$10,600 would be expanded to \$12,500, The Journalist published an article about Umbstaetter's methods. Stanley Johnson, the author of the article, had visited Umbstaetter's home in Back Bay, Boston multiple times during the second half of 1904, while the contest manuscripts were arriving. According to Johnson, Umbstaetter personally read nearly 8,000 of the manuscripts, and paid rewards to his manuscript readers if they found a publishable story that had been rejected by another of the readers. The next contest, the last to be run under Umbstaetter's editorship, was launched in April 1908, offering a smaller prize pool than the previous two competitions: \$6,950 for ten stories. With the following issue Umbstaetter doubled the cover price to ten cents, citing increased production costs. ### Samuel and Herman Cassino Umbstaetter began to have health problems in 1912, and early that year he sold The Black Cat to Samuel Cassino, the publisher of Little Folks. Cassino moved the publishing offices to Salem, Massachusetts, and hired Theresa Dyer, who had been Umbstaetter's chief assistant, as editor. The September 1913 issue changed from octavo to pulp format (about 7 by 10 inches (18 cm × 25 cm)), though it did not yet switch to the cheaper pulp paper. Circulation suffered after the move to Salem; when an estimate was next reported, for 1916, circulation had dropped to 50,000. Dyer only edited for a year or two. At about the time she left, the circulation manager of Metropolitan Magazine, T. H. Kelly, began negotiating with Cassino to purchase The Black Cat. The management of the Metropolitan refused to allow Kelly to own a magazine while working for them, but Kelly took over as editor for a while. Harold Bessom was hired as a reader while Kelly was editor, forwarding manuscripts to New York for Kelly to make the final selection. In 1915, Cassino sold the magazine to his son, Herman Cassino, who took over starting with the September issue; Herman was editor as well as owner, and fired Kelly and Bessom, intending to do all the editorial work himself. He soon found the business side of running the magazine took up too much of his time, and brought Bessom back as a reader, and eventually as the editor. At about this time, the magazine changed to using pulp paper instead of the more expensive coated stock. Neither Samuel nor Herman Cassino had continued the contests with large cash prizes that had been inaugurated by Umbstaetter, but in 1916 Herman Cassino formed a "Black Cat Club", with small cash prizes for reader submissions of their favorite stories, and a prize of \$25 for the most popular story in each issue. In 1916, Essanay Studios arranged a deal with William Kane, who later become the publisher and editor of The Black Cat, to acquire a hundred stories from the magazine to turn into "Black Cat" films, each about half-an-hour long. The plan was to release one picture a week, starting on December 5, 1916, with "The Egg", a comedy starring Richard Travers and Marguerite Clayton. Kane loaned Essanay a set of The Black Cat issues, complete from the first issue through May 1915, and received \$1,250 from Essanay for the one hundred stories they selected. Essanay failed to return the magazines to Kane, who sued them for \$20,000 compensation for the loss of the magazines, eventually winning his case in the US Supreme Court. ### Fox Film and Kane In October 1919, Herman Cassino sold the magazine to a company owned by Fox Film; the change took effect with the December 1919 issue. The address changed from Salem to New York, the page count increased from about 60 to over 140, and a new story contest was announced, with prizes totaling \$5,000. The magazine was sold again in 1920, to another New York publisher, but ceased publication with the October 1920 issue. It reappeared in January 1922, this time published by William Kane, the owner of The Editor, a magazine for amateur writers. Kane, who was based in Highland Falls, New York, edited the magazine himself, and produced 18 more digest-sized issues, initially at fortnightly intervals; circulation was now estimated to be only 15,000. The last known issue was dated February 1923, but an April 1923 issue may have appeared. ## Contents and reception ### Early issues and editorial policy When The Black Cat was launched, Umbstaetter's goal was to publish stories that were "unusual and unique". This typically did not include horror: in his guidance to writers he said "we especially desire stories, in the handling of which the morbid, unnatural and unpleasant are avoided rather than emphasized". He did not have any particular kind of story or setting in mind, telling one contributor that he had "no prejudices against any kind of story, for the simple reason that we can never tell beforehand but that a prize story may come out of an unappealing subject".The first issue included three stories by Umbstaetter himself, two of them under pseudonyms, and four contributed by other writers. Reviews of the first issue were positive: the cover was praised as "artistic [and] exquisitely lithographed", and the stories were complimented as "the best tales, gotten up in the most fascinating form, and offered for the least money", and as "seven original, complete, and stirring tales..not floated by the reputation of the writer". This last point was later demonstrated by Charles Edward Barnes, author of "In a Tiger Trap", one of the stories in the first issue. The story was reprinted without permission in an English newspaper under the title "Iali, Which Means Forgiven", and subsequently reprinted in America. Umbstaetter sued and won damages from several publishers who had reprinted the story, and printed some of the correspondence in The Black Cat. Recounting the events in 1920, Bessom commented that the papers that reprinted it and "hailed [it] as one of the best stories" of the day had paid it no such compliments when it had first been printed. Barnes subsequently made a bet with some friends in the publishing industry that Umbstaetter would buy a good story from an unknown author in preference to a weaker story by a well-known name. To settle the bet, Barnes wrote two stories, and submitted them both to The Black Cat, one under his own name, and one under the pseudonym "S. C. Brean". Barnes won his bet: Umbstaetter rejected the story submitted under Barnes' name, and awarded one of the contest prizes to the pseudonymous story. To this reputation for encouraging new writers The Black Cat added a reputation for originality. This was boosted early in the magazine's life by the appearance of "The Mysterious Card" by Cleveland Moffett, about a man who is given a card with an inscription that he cannot read, but which causes everyone he knows to refuse to have anything to do with him. It was printed in the February 1896 issue, and was so popular that 150,000 copies of that issue sold in three days, and a fresh print run also sold out. The mystery was explained in a sequel in the June 1896 issue, "The Mysterious Card Unveiled". Magazine historian Mike Ashley comments that "The Mysterious Card" was the most famous story to appear in The Black Cat, but that the sequel "would have been best left unwritten"; and according to Bessom's account of the magazine's history, written in 1920, writers of his day agreed that Moffett "spoiled his story by writing the sequel". An unusual policy of Umbstaetter's was to pay for stories based on his opinion of their merit, not of their length, so that he might suggest to an author that he would increase the payment if they were to shorten the story. Umbstaetter believed that by paying "not according to length, but according to strength", and by paying high prices for stories, and avoiding serials, he would attract a loyal readership. The guidance to writers posted periodically in the magazine gave upper limits on the required word count that varied from 6,000 words to as low as 1,000 words. ### Contents The first few covers were illustrated by Umbstaetter's wife Nelly Littlehale Umbstaetter, and she continued to provide most of the covers until 1913. Over 150 of her drawings, all depicting the black cat that featured on the magazine's cover, were advertised in The Black Cat as a free gift with three years worth of subscriptions. In the May 1899 issue, Umbstaetter printed "A Thousand Deaths" by Jack London. The story, about an inventor who could revive the dead, is well-known because it saved London's writing career. London was living in poverty at the time, sending out stories in the hope of getting paid one cent per word, which he had read was the usual rate for fiction. He finally sold a 4,000-word story, but to his horror was only paid \$5.00. In London's later recollection, "I was finished—finished as only a very young, very sick, and very hungry young man could be ... I would never write again." Later that same day London received a letter from Umbstaetter, responding to London's submission of "A Thousand Deaths" and asking permission to cut it in half. Umbstaetter offered \$40 if London agreed. London recalled "It was the equivalent to twenty dollars per thousand, or double the minimum rate. Give permission!...And that is just precisely how and why I stayed by the writing game. Literally, and literarily, I was saved by The Black Cat short story." London also repeated the assertion made by Barnes: Umbstaetter did not buy stories based on a writer's reputation, instead being willing to "judge a story on its merits and to pay for it on its merits". London's story was not the only one about a scientific invention; early examples include "My Invisible Friend" (February 1897), by Katherine Kip, about invisibility; "Ely's Automatic Housemaid" (December 1899), by Elizabeth Bellamy, featuring a robot; and "The Man Who Found Zero" (September 1901), by Ion Arnold, about space travel. Ashley singles out Don Mark Lemon and Frank Lillie Pollock as particularly original writers. Pollock was the author of "The Invisible City" in the September 1901 issue, about mass hypnosis. Lemon's stories included several that featured inventions related to memory, including a surgical method of transferring memories in "Doctor Goldman" (December 1900); and a way of causing amnesia in "The Mansion of Forgetfulness" (April 1907). Among Lemon's other stories was "The Lace Designers" (May 1907), in which spiders create patterns in their webs that can be used as lace designs. Clark Ashton Smith, later well-known as a writer of fantastic fiction, contributed two adventure stories with an oriental setting towards the end of Umbstaetter's time as editor. Stories on science fiction themes disappeared almost completely after Umbstaetter sold the magazine; the last notable speculative fiction story was by Harry Stephen Keeler, whose "John Jones's Dollar", in the August 1915 issue, was set in the year 3221, with the compound interest on money invested in 1921 amounting to enough to buy the entire solar system. Henry Miller's first published writing appeared in The Black Cat in 1919, as part of the Black Cat Club started by Herman Cassino. The club paid readers one cent per word for critiques of stories; it was run as a competition, and Miller had four of his critiques printed in the summer of 1919. The first to appear was "The Unbidden Guest", a critique of a story of that name by Carl Clausen. Other well-known writers who appeared in The Black Cat included Rex Stout, O. Henry, Rupert Hughes, Susan Glaspell, Ellis Parker Butler, Holman Day, and Octavus Roy Cohen. The new company that took over ownership of The Black Cat at the end of 1919 was owned by Fox Film, and for a couple of issues the first few pages of the magazine were taken up by still shots from current films, showing stars such as William Farnum and Dorothy Phillips. The expanded magazine size, now a standard pulp length of about 160 pages, meant that far more stories could be included in each issue. The Black Cat was "highly influential and much imitated by other magazines", according to Ashley, who lists The White Owl, The Smart Set, The Thrill Book and Weird Tales as examples. Ashley considers it a "rather idiosyncratic publisher of science fiction and original ideas...[with] an original and clever perspective". ## Bibliographic details The Black Cat appeared on a regular monthly schedule from its first issue, dated October 1895, to October 1920, missing only the February 1914 and January 1920 issues. The publisher was initially Shortstory Publishing Co., of Boston, owned by H. D. Umbstaetter, who edited the magazine until September 1912. The editorial address changed from 144 High Street to 41–47 Pearl Street in Boston with the May 1907 issue. Samuel E. Cassino of Salem Massachusetts bought the magazine from Umbstaetter, retaining the publishing company name, and Theresa Dyer, Umbstaetter's assistant, was hired as editor. It is not clear when she was replaced: a history of the magazine that appeared in the October 1920 issue says she "shortly resigned the editorship", and was replaced by T.H. Kelly. Statements of ownership published in The Black Cat show that she remained editor until at least the October 1913 issue. No statements of ownership were published during 1914, but two bibliographic sources, Mike Ashley and Phil Stephensen-Payne, give Kelly as the editor for 1914. The 1915 statements of ownership show F. W. Osborne as editor in October 1914 and April 1915, with Herman Cassino taking over as editor no later than November 1915. Both Ashley and Stephensen-Payne cite Bessom as editor from 1915 on, but his name does not appear in the statements of ownership as editor until November 1918, and in Bessom's 1920 account of the magazine's history he records that he was a reader for Herman Cassino for some time before being made editor—in June, but he does not specify the year. Bessom remained editor during the ownership of both the New York publishers who acquired the magazine in 1919 and 1920. The publisher was Black Cat Pub. Co. when the magazine first moved to New York, changing to Black Cat Magazine Inc. with the February 1920 issue. The editor in 1922 and 1923 was the owner and publisher, William R. Kane, of Highland Falls, New York. The magazine was monthly from the beginning until October 1920. The February 1914 issue does not appear in any bibliographies or the online archive, but the January and March 1914 issues are numbered as if the February issue does exist. The January 1920 issue was skipped because of a printers' strike. The revived magazine, published by Kane, produced 17 issues in 1922 and 1923, first on a bimonthly schedule (with issues dated the 10th and 25th of each month), then monthly from July, and finally bimonthly for two issues, dated December 1922 and February 1923. Ashley and Stephensen-Payne list a possible April 1923 issue, and Stephensen-Payne's bibliography does not identify the volume and issue number for the December 1922 issue. It was initially in octavo format and priced at 5 cents, and about 60 pages. The price was raised to 10 cents in May 1908, and the format increased to pulp size in September 1913. The price rose to 15 cents in 1918, and to 20 cents in 1920; the New York issues were about 160 pages. Kane reduced the price to 15 cents again for the version issued in 1922 and 1923, and shrank it to digest size, with 36 pages initially, and as few as 18 pages for some later issues. Unsold copies of The Black Cat were rebound and marketed under the title The Thriller. There were at least 12 issues of The Thriller, and possibly more; the first was published in 1916, and the twelfth issue (the most recent known) appeared in 1918. It is possible that The Thriller included stories from other sources than just The Black Cat. Two anthologies of stories from The Black Cat have been published. The first, titled Through the Forbidden Gates and Other Stories, contained prize-winning stories from the first few years of the magazine. It was edited by Umbstaetter and published in 1903 by The Shortstory Publishing Co. The second was The Man Who Found Zero, edited by Gene Christie, which appeared in 2011 from Black Dog Books. A collection of Umbstaetter's own stories was published in 1911 by L. C. Page under the title The Red-Hot Dollar and Other Stories from "The Black Cat".
18,243,685
Oryzomys antillarum
1,166,912,901
Extinct rodent species from Jamaica
[ "Extinct animals of Jamaica", "Extinct mammals of North America", "Extinct rodents", "Mammal extinctions since 1500", "Mammals of Jamaica", "Mammals of the Caribbean", "Oryzomys", "Rodent extinctions since 1500", "Species made extinct by human activities", "Taxa named by Oldfield Thomas" ]
Oryzomys antillarum, also known as the Jamaican rice rat, is an extinct rodent of Jamaica. A member of the genus Oryzomys within the family Cricetidae, it is similar to O. couesi of mainland Central America, from where it may have dispersed to its island during the last glacial period. O. antillarum is common in subfossil cave faunas and is also known from three specimens collected live in the 19th century. Some historical records of Jamaican rats may pertain to it. The species probably became extinct late in the 19th century, perhaps due to the introduction of the small Indian mongoose, competition with introduced rodents such as the brown rat, and habitat destruction. Oryzomys antillarum was a medium-sized rat, similar in most respects to Oryzomys couesi. The head and body length was 120 to 132 mm (4.7 to 5.2 in) and the skull was about 30 mm (1.2 in) long. The upperparts were reddish and graded into the yellowish underparts. The tail was about as long as the head and body, sparsely haired, and darker above than below. The species differed from O. couesi in having longer nasal bones, shorter incisive foramina (perforations of the front part of the palate), and more robust zygomatic arches (cheekbones). ## Taxonomy In his 1877 monograph on North American rodents, Elliott Coues mentioned two specimens of Oryzomys from Jamaica in the collections of the United States National Museum (USNM). According to Coues, the specimens were similar to the marsh rice rat (Oryzomys palustris) of the United States, but different in color. Although he wrote that they probably represented a separate form, he refrained from giving a scientific name to them because of the possibility that the form had already received a name he did not know of. The species was first formally described by Oldfield Thomas in 1898 based on a specimen that had been in the British Museum of Natural History since 1845. He recognized it as a separate species of Oryzomys, Oryzomys antillarum, but wrote that it was related to the mainland Central American O. couesi. Thomas suspected that the species was already extinct on Jamaica, but that it or a similar rice rat could still be found in the unexplored interior of Cuba or Hispaniola. Revising North American Oryzomys in 1918, Edward Alphonso Goldman retained O. antillarum as a separate species, but conceded that it was so similar to mainland O. couesi that it may have been introduced on Jamaica. In 1920, Harold Anthony reported that remains of O. antillarum were common in coastal caves, suggesting that the species had previously been an important part of the diet of the barn owl (Tyto alba). In 1942, Glover Morrill Allen doubted that it was even a distinct species and in his 1962 Ph.D. thesis, Clayton Ray, who examined numerous cave specimens, agreed and retained it as only a "weakly differentiated subspecies" of Oryzomys palustris (which by then included O. couesi and other Mexican and Central American forms), Oryzomys palustris antillarum. Philip Hershkovitz came to the same conclusion in a 1966 paper. After O. couesi of Mexico and Central America was again classified as a species distinct from the marsh rice rat (O. palustris) of the United States, the Jamaican form came to be regarded as a subspecies of the former, Oryzomys couesi antillarum. In a 1993 review, Gary Morgan reinstated the animal as a distinct species closely related to O. couesi, citing an unpublished paper by Humphrey, Setzer, and himself. Guy Musser and Michael Carleton, writing for the 2005 third edition of Mammal Species of the World, continued to classify the Jamaican form as part of O. couesi, but did not reference Morgan. However, in a 2006 review of the contents of Oryzomys, Marcelo Weksler and colleagues listed O. antillarum as a separate species, citing Morgan, and in a 2009 paper on western Mexican Oryzomys Carleton and Joaquín Arroyo-Cabrales did the same. According to the classification by Carleton and Arroyo-Cabrales, Oryzomys antillarum is one of eight species in the genus Oryzomys, which occurs from the eastern United States (O. palustris) into northwestern South America (O. gorgasi). O. antillarum is further part of the O. couesi section, which is centered on the widespread Central American O. couesi and also includes various other species with more limited and peripheral distributions. Many aspects of the systematics of the O. couesi section remain unclear and it is likely that the current classification underestimates the true diversity of the group. Oryzomys previously included many other species, which were progressively removed in various studies culminating in the 2006 paper by Weksler and colleagues, which excluded more than forty species from the genus. All are classified in the tribe Oryzomyini ("rice rats"), a diverse assemblage of American rodents of over a hundred species, and on higher taxonomic levels in the subfamily Sigmodontinae of family Cricetidae, along with hundreds of other species of mainly small rodents. ## Description Oryzomys antillarum was a medium-sized rodent, about as large as O. couesi. According to Thomas's description, the upperparts were reddish, slightly brighter on the rump and more grayish on the head. The color of the upperparts graded into that of the underparts, which were yellowish. The hairs of the underparts were grayish at the bases. The small ears were black on the outer and yellow on the inner side and the upper surfaces of the hands and feet were whitish. The tail was nearly naked and was light brownish above and lighter below. Goldman wrote that the specimens in the USNM were rather more reddish, but their color may have been altered because they had been preserved in alcohol. Coues had described these as rusty brown above and washed with the same color below. Andrew Arata compared the USNM specimens with examples of the reddish Florida subspecies of the marsh rice rat, Oryzomys palustris natator, for Ray and found that they were more reddish than even the most strongly colored animals from Florida. The skull was generally similar to that of Oryzomys couesi, as were the teeth. It was robust and bore well-developed supraorbital ridges (located above the eyes) on the braincase. The interparietal bone, part of the roof of the braincase, was small and narrow. The bony palate extended beyond the third molars. The nasal bones extended further back than the premaxillaries, whereas these bones are usually about coterminous in O. couesi. On average, the incisive foramina, which perforate the front part of the palate, were shorter than in O. couesi. The zygomatic arch (cheekbone) appears to have been better developed in O. antillarum. In the three modern and numerous cave specimens, condylobasal length (a measure of skull length) varies from 28.9 to 31.2 mm (1.14 to 1.23 in) (one modern and two cave specimens only), length of the bony palate from 13.0 to 17.8 mm (0.51 to 0.70 in), width of the interorbital region (located between the eyes) from 4.78 to 6.33 mm (0.188 to 0.249 in), length of the incisive foramina from 5.1 to 6.6 mm (0.20 to 0.26 in), crown length of the upper molars from 4.36 to 5.20 mm (0.172 to 0.205 in), and crown length of the lower molars from 4.80 to 5.39 mm (0.189 to 0.212 in). ## History ### Origin and subfossil records The oldest well-dated record of Oryzomys antillarum is at Drum Cave in the Jacksons Bay Caves system, where it was found in a stratum radiocarbon dated to between 10,250 and 11,260 years before present according to a 2002 study. It is present in several other undated sites that predate the human colonization of the island, around 1,400 years before present. However, a site (Wallingford Roadside Cave) from the last interglacial, the Eemian, contains only the hystricognath rodents Clidomys and Geocapromys browni and lacks Oryzomys. The presence of the rice rat on Jamaica before the arrival of humans disproves the hypothesis that it was introduced; instead, it must have reached the island by overwater dispersal through a rafting event, probably less than 125,000 years ago. During the last glacial period, low sea levels would have exposed much land between Jamaica and Central America, substantially decreasing the water distance needed for the ancestor of O. antillarum to arrive on the island and probably influencing sea currents so that rafts of vegetation from Central America would be more likely to reach Jamaica. Species of Oryzomys are semiaquatic and closely associated with water, which may help to explain the occurrence of the genus on Jamaica. The rice rat has been found in many superficial, late Holocene cave deposits, some of which have been radiocarbon dated to within the last 1,100 years. Its remains also occur in some Amerindian archeological sites. From its common and widespread occurrence in caves, Ray suggested that the rice rat occurred in many different habitats before European contact. O. antillarum was the only sigmodontine rodent on any of the Greater Antilles, where the rodent fauna otherwise consists solely of hystricognaths and introduced rodents. ### Historical records Although there are some early historical records of the rats of Jamaica, very little is to be found in them regarding Oryzomys antillarum, perhaps because the species declined rapidly following the European colonization of the island and because early authors failed to distinguish it from introduced rodents (the black rat, Rattus rattus; brown rat, Rattus norvegicus; and house mouse, Mus musculus). Patrick Browne, in the 1756 Civil and Natural History of Jamaica, described a "House and Cane-Rat", a "Mouse", and a large "Water-Rat", which he said had been introduced to the island and become very common there. In his History of Jamaica (1774), Edward Long recognized four Jamaican rats: Browne's "water-rat", termed the "Charles-price rat", which Long regarded as identical with the European water vole (Arvicola); the "black house-rat", said to have been brought from England; and two he said were indigenous. The larger of those was a grayish "cane-rat" and the smaller was a reddish "field-rat" as large as the English mole (the European mole, Talpa europaea). Ray considered that the last may simply have been the house mouse, since the size of an English mole would be too small for Oryzomys. In A Naturalist's Sojourn in Jamaica (1851), Philip Henry Gosse listed the black and brown rat and the house mouse, as well as the "cane-piece rat", which he described as Mus saccharivorus and regarded as probably identical with Browne's "water-rat" and Long's "Charles-price rat". He also mentioned the two species Long had listed as indigenous. Thomas and Ray both asserted that this "cane-piece rat" was most likely a brown rat, as judged from its measurements. Gosse wrote that an early explorer, Anthony Robinson, had described and pictured this species in an unpublished manuscript, on the basis of a specimen 20 inches (51 cm) long, half of which consisted of the tail. Ray was unable to examine Robinson's manuscript, but suggested that Robinson's rat could not have been the brown rat, because that species did not reach the Americas until about 1800, and may instead have been O. antillarum. Gosse had collected the British Museum specimen of Oryzomys antillarum in 1845, but may not have separated it from introduced rats found with it. Coues noted that the two USNM specimens he examined were received after he had written the preceding part of his monograph; later, Thomas and others wrote that these specimens were obtained around 1877, but Ray asserted that they were taken before 1874. No specimens have been collected since. ### Extinction Oryzomys antillarum probably became extinct about the 1870s and is currently listed as such by the IUCN Red List. Its disappearance is usually attributed to the small Indian mongoose (Urva auropunctata), which was introduced to Jamaica in 1872, and also to introduced Rattus species. Ray, on the other hand, argued that the significance of the mongoose had been overrated. Instead, he suggested that Oryzomys antillarum may have been affected by the massive environmental changes that occurred on the island after the British takeover in 1655. In that period, the bulk of the island came to be used for cultivation, so that the native habitat of Oryzomys was destroyed. Thus, Oryzomys was reduced to competition with introduced rats in man-made habitats, to which the latter are well adapted. Perhaps, Ray wrote, the black rat may not have been able to extirpate Oryzomys, but the brown rat, a later and more assertive invader, brought it to extinction. Cats and dogs preying on Oryzomys may also have contributed to its demise. ## See also - List of extinct animals
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Cherry Springs State Park
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[ "1922 establishments in Pennsylvania", "Allegheny Plateau", "Amateur astronomy", "Buildings and structures completed in 1933", "Campgrounds in Pennsylvania", "Civilian Conservation Corps in Pennsylvania", "Dark-sky preserves in the United States", "National Register of Historic Places in Potter County, Pennsylvania", "Park buildings and structures on the National Register of Historic Places in Pennsylvania", "Parks in Potter County, Pennsylvania", "Protected areas established in 1922", "Protected areas of Potter County, Pennsylvania", "State parks of Pennsylvania", "State parks of the Appalachians" ]
Cherry Springs State Park is an 82-acre (33 ha) Pennsylvania state park in Potter County, Pennsylvania, United States. The park was created from land within the Susquehannock State Forest, and is on Pennsylvania Route 44 in West Branch Township. Cherry Springs, named for a large stand of Black Cherry trees in the park, is atop the dissected Allegheny Plateau at an elevation of 2,300 feet (701 m). It is popular with astronomers and stargazers for having "some of the darkest night skies on the east coast" of the United States, and was chosen by the Pennsylvania Department of Conservation and Natural Resources (DCNR) and its Bureau of Parks as one of "25 Must-See Pennsylvania State Parks". The earliest recorded inhabitants of the area were the Susquehannocks, followed by the Seneca nation, who hunted there. The first settlement within the park was a log tavern built in 1818 along a trail; the trail became a turnpike by 1834 and a hotel replaced the tavern in 1874, then burned in 1897. In the late 19th and early 20th centuries the old-growth forests were clearcut; the state forest was established in 1901 and contains second growth woodlands. "Cherry Springs Scenic Drive" was established in 1922, and the Civilian Conservation Corps built much of Cherry Springs State Park during the Great Depression, including a picnic pavilion listed on the National Register of Historic Places (NRHP). An annual "Woodsmen's Show" has been held in the park each August since 1952. Cherry Springs State Park was named Pennsylvania's first dark sky park by the DCNR in 2000. The adjoining Cherry Springs Airport, built in 1935, was closed and its land was added to the park in 2006, to expand its stargazing area. On June 11, 2007, the International Dark-Sky Association named it the second "International Dark Sky Park"; under optimum conditions the Milky Way casts a discernible shadow. Cherry Springs has received national press coverage and hosts two star parties a year, which attract hundreds of astronomers. There are regular stargazing and educational programs for the public at the park, and the Woodsmen's Show attracts thousands each summer. Cherry Springs also offers rustic camping, picnic facilities, and trails for mountain biking, hiking, and snowmobiling. The surrounding state forest and park are home to a variety of flora and fauna. ## History ### Native Americans Archeological evidence shows that humans have lived in what is now Pennsylvania since at least 10,000 BC. The first settlers were Paleo-Indian nomadic hunters known from their stone tools. The hunter-gatherers of the Archaic period, which lasted locally from 7000 to 1000 BC, used a greater variety of more sophisticated stone artifacts. The Woodland period marked the gradual transition to semi-permanent villages and horticulture, between 1000 BC and 1500 AD. Archeological evidence found in the state from this time includes a range of pottery types and styles, burial mounds, pipes, bows and arrows, and ornaments. Historical records show that the earliest known inhabitants of the West Branch Susquehanna River drainage basin, which includes Cherry Springs State Park, were the Iroquoian-speaking Susquehannocks. They were a matriarchal society that lived in large long houses in stockaded villages. Decimated by disease and warfare with the Five Nations of the Iroquois, by 1675 they had died out, moved away, or been assimilated into other tribes. Another name for the tribe is "Susquehanna", and both the river and the Susquehannock State Forest which almost completely surrounds the park are named for them. After the departure of the Susquehannocks, the lands of the West Branch Susquehanna River valley were under the nominal control of the Iroquois, who lived in long houses, primarily in what is now upstate New York, and had a strong confederacy which gave them power beyond their numbers. The Seneca, members of the Iroquois Confederacy, hunted in the area of what is now Cherry Springs State Park. Their nearest villages were 51 miles (82 km) to the northeast at modern Painted Post, New York, and 43 miles (69 km) to the southeast at what is now Lock Haven, Pennsylvania. The Seneca had temporary hunting camps to the east in the area of Pine Creek Gorge. To fill the void left by the demise of the Susquehannocks, the Iroquois also encouraged displaced tribes from the east to settle in the West Branch watershed, including the Lenape (or Delaware) and Shawnee. The Seneca allowed very few travelers to pass through the area and kept non-native settlement to a minimum. The French and Indian War (1754–1763) led to the migration of many Native Americans westward to the Ohio River basin, and more departed after the American Revolutionary War (1775–1783). The United States acquired the Last Purchase, including what is now Cherry Springs State Park, from the Iroquois in the second Treaty of Fort Stanwix in October 1784. In the years that followed, Native Americans almost entirely left Pennsylvania. ### Pioneers and lumber Potter County was formed from part of Lycoming County on March 26, 1804, but the difficult terrain and thick old-growth forest prevented the new county from being settled by European-Americans until 1808. Prior to the arrival of William Penn and his Quaker colonists in 1682, up to 90 percent of what is now Pennsylvania was covered with woods: more than 31,000 square miles (80,000 km<sup>2</sup>) of eastern white pine, eastern hemlock, and a mix of hardwoods. The forests in and near the three original counties, Philadelphia, Bucks, and Chester, were the first to be harvested, as the early settlers used the readily available timber and cleared land for agriculture. By the time of the American Revolution, logging had reached the interior and mountainous regions, and became a leading industry in Pennsylvania. Trees furnished fuel to heat homes, tannin for the state's many tanneries, and wood for construction, furniture, and barrel making. Large areas of forest were harvested by colliers to fire iron furnaces. Rifle stocks and shingles were made from Pennsylvania timber, as were a wide variety of household utensils, and the first Conestoga wagons. The area surrounding Cherry Springs State Park has been a wilderness for much of its history. A bridle path was cut through the woods in 1806–1807, and was widened to accommodate wagons in 1812. (Modern Pennsylvania Route 44, which passes through the park, follows the course of this path between Jersey Shore and Coudersport.) In 1818 the Ceres Land Company, which owned much of the land in Potter County and sought to open the area to settlement, hired an early settler, Jonathan Edgcomb, to build a tavern or hotel for travelers at the site of the park. The hotel was in a very remote location 16 miles (26 km) south of Coudersport, and its visitors were few, occasional wandering travelers or Native Americans. Edgcomb and his wife received 100 acres (40 ha) of land in exchange for building the hotel and running it for three years. When the contract expired in 1821, they sold their land and left the area, but the hotel and land that Edgcomb had cleared became known as "Edgcomb's Clearing". The Jersey Shore and Coudersport Turnpike was constructed along the wagon path between 1825 and 1834, and tolls were collected for travel on the road until 1860. The park is in West Branch Township, which was incorporated from Eulalia Township in 1856. A post office was opened at Edgcomb's Clearing in 1873; the locals petitioned the United States Post Office to change the name to "Cherryville", for a nearby group of Black Cherry trees. However, since there was already a Cherryville, Pennsylvania, post office in Lehigh Township in Northampton County, the name "Cherry Spring" was chosen as a compromise. In time an "s" was added, hence the name "Cherry Springs". There are also at least two springs in the park. In 1874 a new, larger hotel was built on the other side of the road from the original tavern. It provided accommodations for wealthy summer visitors from Coudersport. This part of Potter County became known for an abundance of game and fish, and attracted hunters and anglers who also stayed at the Cherry Springs Hotel. This era as a "sportsmen's paradise" was not to last, as the more profitable lumber industry came to West Branch and surrounding townships, which were home to "some of the tallest, straightest timber left standing" along the East Coast of the United States. When lumbermen reached the Cherry Springs area in the late 1880s, eastern white pine and eastern hemlock covered the surrounding mountains. Lumberjacks harvested the trees and sent them down the creeks to the West Branch Susquehanna River to the Susquehanna Boom and sawmills at Williamsport. Clearcutting allowed silt to choke the streams, and nothing was left except the dried-out tree tops, which became a fire hazard. As a result, large swaths of land burned and were left barren, and much of the central part of the state became known as the "Pennsylvania Desert". The Cherry Springs Hotel itself burned in 1897 and the property was abandoned. ### Civilian Conservation Corps As the timber was exhausted and the land burned, many companies simply abandoned their holdings. In 1897 the Pennsylvania General Assembly passed legislation which authorized the purchase of "unseated lands for forest reservations" and the first Pennsylvania state forest lands were acquired the following year. The first land for the Susquehannock State Forest was acquired in 1901; the cost for the major acquisitions was an average of \$2.50 per acre (\$6.18/ha). This is roughly equivalent to \$ per acre (\$ per ha) in 2023 terms. As of 2003, the Susquehannock State Forest, which almost entirely surrounds the park, covered 265,000 acres (107,000 ha), chiefly in Potter County with small tracts in Clinton and McKean counties. The park traces its existence back to 1922, when the Pennsylvania Department of Forestry established three scenic areas in state forests as part of a "plan for retaining their natural beauty". One of these was the 6.5-mile (10.5 km) "Cherry Springs Scenic Drive" on the old Coudersport-Jersey Shore Turnpike. That same year, one of 16 "Class B" public campgrounds in the state forests was located on Cherry Springs Drive. These campgrounds were free for the public to use and all had potable water, picnic tables, a fireplace, garbage can, and a latrine. The land where the hotel sat was purchased by the state in 1932. Like many state parks in north central Pennsylvania, development of the facilities at Cherry Springs was the work of the Civilian Conservation Corps (CCC), a work relief program for young men from unemployed families. Established in 1933 as part of President Franklin D. Roosevelt's New Deal legislation, the CCC was designed to combat unemployment during the Great Depression. It operated in every U.S. state, and established ten CCC camps in the Susquehannock State Forest, of which eight were in Potter County. Cherry Springs was home to CCC Camp S-136-Pa, which was established on May 27, 1933. According to the camp's 1936 History: "Through the efforts of the [CCC] enrollees Cherry Springs Park, formerly a clearing, has been transformed into a park of which the people of Potter County can be proud of."[sic] A historic recreation of the original tavern was built, as were a rifle range, picnic tables and shelters, roads, and hiking trails. The young men of the CCC camps worked to clear brush from the woods as a fire prevention measure. After clearing the woods, they planted stands of Norway Spruce and white pine, as well as an apple orchard. Camp-136-Pa closed on July 10, 1937. Men from CCC Camp S-88-Pa, based at nearby Lyman Run in Potter County, were also active in the park. In 1939, they built a structure at Cherry Springs which is "the largest and most unique of the CCC-built picnic pavilions" in the state, and is listed on the National Register of Historic Places. The pavilion overlooks PA Route 44 and is shaped like an H, with two partially enclosed structures (the vertical lines of the H) connected by a breezeway (the horizontal bar). The breezeway is a roof supported by eight log columns with log railings. The ends of the pavilion are built from log walls with white chinking, like log cabins. Each end has a large opening to the breezeway in one wall, while the other three sides are fully enclosed with a large window in the wall facing the highway, a stone fireplace and chimney on the opposite wall, and a door flanked by windows on the wall opposite the breezeway. A 1984 survey of Pennsylvania state parks found the "three picnic pavilions, and their associated latrines" at Cherry Springs "typical of the smallest day use areas constructed by the CCC". These pavilions are examples of the rustic style built by the CCC in state parks throughout the Great Depression. Local materials were used in a way that minimized impact on the natural surroundings, and in a manner that resembled the building style of the pioneer settlements of the Appalachian Mountains. In addition to the two CCC camps active at the park, Cherry Springs also was home to Camp Elliott, which was run by the Pennsylvania Department of Forests and Waters (precursor to the Department of Conservation and Natural Resources (DCNR)) for college students and other unemployed men. In 1935 they built an airfield, Cherry Springs Intermediate Field, just north of the park. The 40-acre (16 ha) airfield was originally built for emergency landings and later became a small airport. In 1936 it had a sod runway of dimensions 2,400 by 500 feet (730 by 150 m), and a hangar. The United States' entry into the Second World War led to the end of the CCC and all its camps were closed by the summer of 1942. ### Modern era The park has had several names through the years, starting with its 1922 establishment as "Cherry Springs Scenic Drive" and the associated "Cherry Springs 'Class B' public campground". The 1941 Pennsylvania Department of Highways official map of Potter County shows it as "Cherry Springs State Park". On November 11, 1954, the Pennsylvania Geographic Board officially named it "Cherry Springs State Forest Picnic Area". Forrey's 1984 History of Pennsylvania's State Parks and the 1986 NRHP nomination form still used this name, but Forrey clarified that it was "under the jurisdiction of the Bureau of State Parks". Cupper's 1993 Our Priceless Heritage: Pennsylvania's State Parks 1893–1993 refers to it as "Cherry Springs State Park", and this remains the official name as of 2009. In the post-war era, the park was long known chiefly for its isolated location and primitive camping facilities. In August 1952 it played host to the first Woodsmen's Carnival, an annual celebration of the lumbering industry, which was again active in the second growth forests in the area. The festival, originally sponsored by the Penn-York Lumbermen's Club, features lumberjack competitions as a reminder of the past, as well as displays of new equipment. In 1987 the Galeton Rotary Club took over sponsorship, and renamed the event the Woodsmen's Show in 1990. In the 1980s, the CCC and its work in the park were honored. Cherry Springs State Park was one of several to celebrate the fiftieth anniversary of the founding of the Civilian Conservation Corps with a CCC reunion in the summer of 1983. On May 11, 1987, the Cherry Springs Picnic Pavilion was listed on the NRHP. None of the other remaining CCC structures in the park had retained its historic integrity sufficiently to be included on the NRHP. Cherry Springs began attracting stargazers in the early 1990s. In 1999 the "Dark Sky Fund" was established and continues "to enhance the stargazing and astronomy experience" by funding improvements at the park. In 2000 Cherry Springs was officially named a "Dark Sky Park" by the DCNR, and that same year it became part of the Hills Creek State Park complex, an administrative grouping of eight state parks in Potter and Tioga counties. The headquarters for Cherry Springs are at nearby Lyman Run State Park. The National Public Observatory picked it "as the pilot for the Stars-n-Parks program" in April 2001. The DCNR acquired the Cherry Springs Airport in 2006 "to expand the overall Dark Sky observation area and allow for increased programming opportunities" at the park, and closed it in 2007. On June 11, 2008, the International Dark-Sky Association named Cherry Springs State Park the second "International Dark Sky Park". (The first was Natural Bridges National Monument in Utah.) In 2018, the section of Pennsylvania Route 44 passing through the park was named Highway to the Stars, following an effort led by photographer Curt Weinhold, a Potter County resident, and legislation sponsored by State Representative Martin Causer and approved by Governor Tom Wolf. ## Geology and climate Cherry Springs State Park is at an elevation of 2,300 feet (701 m) above sea level, atop the Allegheny Plateau and "near the glaciated boundary". The plateau and the Appalachian Mountains were all formed in the Alleghenian orogeny some 300 million years ago, when Gondwana (specifically what became Africa) and what became North America collided, forming Pangaea. Although the region appears mountainous, these are not true mountains: instead millions of years of erosion have made this a dissected plateau, causing the "mountainous" terrain seen today. The hardest of the ancient rocks are on top of the ridges, while the softer rocks eroded away forming the valleys. The park is in the West Branch Pine Creek drainage basin, where the underlying rocks are primarily conglomerate, sandstone, and shale. Two major rock formations are present in Cherry Springs State Park, both at least partly from the Carboniferous period. The youngest of these, which forms the highest points in the park, is the early Pennsylvanian Pottsville Formation, a gray conglomerate that may contain sandstone, siltstone, and shale, as well as anthracite coal. The lower formation is the late Devonian and early Mississippian Huntley Mountain Formation, which is made of relatively soft grayish-red shale and olive-gray sandstone. Outside the park the creek has cut down into the Devonian Catskill Formation, a reddish sandstone. The Allegheny Plateau has a continental climate, with occasional severe low temperatures in winter and average daily temperature ranges of 20 °F (11 °C) in winter and 26 °F (14 °C) in summer. The mean annual precipitation for the West Branch Pine Creek watershed is 40 to 42 inches (1,016 to 1,067 mm). January is the coldest month at Cherry Springs, July the warmest, and June the wettest. The highest recorded temperature at the park was 94 °F (34 °C) in 1966, and the record low was −28 °F (−33 °C) in 1963. ## Ecology Cherry Springs State Park and the surrounding Susquehannock State Forest have recovered from the clearcutting of the lumber era. However, the composition of the forests has changed, so that there are now more hardwoods, including sugar maple and black cherry, and fewer eastern white pine and eastern hemlock. The park also has apple trees from the CCC orchard. Over 400 species of birds have been found in Pennsylvania, including 186 that breed in the state. Birds such as ospreys, hawks, owls, nightjars, and bald eagles have returned to the park and state forest, and saw-whet owls have been studied in the park. Some animals which had been locally extinct have also returned or been reintroduced to the area, including white-tailed deer, elk, fishers (a type of weasel), and otters. Although banned in the park, hunting is allowed in the surrounding state forest, which regained its title as a "sportsmen's paradise" in the 20th century. Game species include black bears, white-tailed deer, ducks, ruffed grouse, rabbits, gray and red squirrels, and wild turkeys. Other animals present in the park and forest include chipmunks, minks, raccoons, porcupines, groundhogs, and the occasional bobcat, as well as frogs, beetles, and moths. A branch of Hopper House Run rises within the park, and flows east and then north into the West Branch Pine Creek. West Branch Road (or Branch Road) follows the valleys of the run and creek from Pennsylvania Route 44 east 10 miles (16 km) to Galeton. PA 44 roughly follows the line dividing the Pine Creek watershed to the north and the Sinnemahoning Creek watershed to the south. East Fork Road leaves PA 44 in the park and follows the East Fork Sinnemahoning Creek valley southwest 12 miles (19 km) to the village of Conrad. Both creeks are approved trout streams for fishing, which means they are stocked with trout in season. ## Recreation ### Dark skies Astronomers and stargazers appreciate Cherry Springs State Park for the darkness and clarity of its skies, which make it "perhaps the last best refuge of the natural night sky" in the eastern half of the United States. The sky at Cherry Springs has been classified as a 2 on the Bortle Dark-Sky Scale, meaning it has almost no light pollution. Such "truly dark, starry skies are unavailable to two-thirds of the world's population, including 99 percent of people in the continental U.S. and Western Europe". With optimum conditions, 10,000 stars are visible with the naked eye at the park, clouds appear only as black holes in the starry sky, and the Milky Way is so bright that it casts a discernible shadow. In contrast, big city residents can see a few dozen stars at best, and even those in rural areas can typically only see 2,000–3,000 stars. The Milky Way cannot be seen by most in the eastern US, even when there is no moonlight to obscure it. The quality of the night skies at the park and its growing popularity for stargazing are the result of several factors. Cherry Springs is in the midst of the largely undeveloped 262,000-acre (106,000 ha) Susquehannock State Forest, and is on a summit 2,300 feet (701 m) above sea level. Because it is on the Allegheny Plateau, there are no mountain peaks to block the sky, and the Astronomy Field offers a 360 degree unobstructed view. The closest city is Williamsport, 60 miles (97 km) to the southeast. Surrounding communities sit in deep valleys, so the intervening terrain screens much of the light they produce; the park has no artificial skyglow in any direction. Cherry Springs is generally fog-free and its latitude puts it in excellent position to observe the Galactic Center of the Milky Way. The remote location also means there is little commercial air traffic to interfere with astrophotography, while PA Route 44 still offers relatively easy access to the park from Interstate 80. In addition to these natural factors, much has been done intentionally to make the skies at the park clear and dark and help keep them that way. Within the park, former overhead electrical lines have been buried so they do not obstruct views, all lighting is shielded, and all white lights have been converted to red, which has the least effect on night vision and astrophotography. Light from passing vehicles is blocked by earthen berms covered with grass, or shrubbery and spruce trees; the Astronomy Field gate has a special light-blocking tarp. The park's Dark Sky Fund has paid for many of these improvements since 1999. Since the 2006 acquisition of the Cherry Springs airport, a new Public Programming field has been established on the former airstrip. This field is northeast of PA Route 44 and is intended for educational programs or stargazing, but not for those who spend the night. Overnight observers and those with large telescopes use the Astronomy Field southwest of the highway. Nighttime visitors may only use flashlights with red filters, and may only point them at the ground. The Astronomy Field has further restrictions on lights, and parts of the park are light-free zones. To help preserve the dark skies at Cherry Springs State Park, Tri-County Rural Electric company installs light-shielding caps on outdoor lights at local homes for free. In 2001 the Pennsylvania General Assembly passed the "Outdoor Lighting Control Act", which both established the park as a "Dark Sky Preserve" and required minimal and shielded lighting at all new state facilities to reduce light pollution. A design guide for the Pennsylvania Wilds region, which includes the park, emphasizes the importance of maintaining dark skies. The DCNR spent \$396,000 in June 2007 to buy mineral rights under 1,980 acres (800 ha) of the park and state forest to prevent natural gas drilling and associated development there. A wind farm has been proposed on a site 13.7 miles (22.0 km) from the park. In 2008 Potter County passed an ordinance that wind turbine lights shall not "interfere with the state-designated Dark Skies Preserve at Cherry Springs State Park". That same year the DCNR commissioned a study on the wind farm's impact, which concluded the red warning lights on the wind turbines would not impact the darkness of the sky and would only be directly visible from the Astronomy Field under rare conditions. Others in the astronomy community challenged these conclusions and feared that new lights on "several dozen wind turbines near the park" will degrade observations and astrophotography. The study also recommended that the DCNR shield and redirect lights at the nearby Denton Hill State Park downhill ski area to make the sky even darker at Cherry Springs. ### Astronomical observing The staff at Cherry Springs State Park did not intend for it to become an attraction for amateur astronomers; the astronomers came to them instead. In 1997 or 1998 Chip Harrison, the park supervisor, noticed a man looking through a telescope at the park at about 1 AM. When Harrison asked why the man had come there, the astronomer said he had noticed an isolated black patch over north central Pennsylvania on nighttime satellite photos. Cherry Springs State Park is in that patch, one of the best locations east of the Mississippi River for stargazing. An increasing number of astronomers began to come to Cherry Springs, most in the 14-day dark sky period around the new moon, between the last quarter and first quarter phases. The park is open year-round and between 60 and 85 nights each year have ideal conditions, when the apparent magnitudes of the faintest stars visible can range from 7.1 to 7.5. The park's Astronomy Field has been upgraded to accommodate these astronomers. In 2005 a rotating 15-foot (4.6 m) slotted observatory dome, two 12-foot (3.7 m) clamshell domes, and a 10-by-12-foot (3.0 by 3.7 m) sky shed were added, as well as a small amphitheater for programs. The four structures protect telescopes from the wind and thermal currents. The next year concrete pads 4 and 6 feet (1.2 and 1.8 m) in diameter were placed at random in the field, and electrical pedestals, each with six outlets, were added to power telescopes and computers. In 2009, Wi-Fi internet access was added to the Astronomy Field. While a typical clear night might have 50 to 100 observers, each year the park hosts two major star parties which both attract several hundred astronomers for several nights. The Black Forest Star Party, sponsored by the Central Pennsylvania Observers of State College, has been held each fall since 1999. The Cherry Springs Star Party, sponsored by the Astronomical Society of Harrisburg, has been held each June since 2005. There are also free public programs at the amphitheater on the former airport site, some of which are part of the National Public Observatory's Stars-n-Parks program. Meteor showers will also attract a crowd and the Aurora Borealis can be seen from the park. A stargazing business, "Crystal Spheres", has been established and presents Music and Stars programs, with an hour-long concert followed by an hour of stargazing. Such "nature tourism" has a positive economic impact for the area. Awards and press recognition have come to Cherry Springs and its staff. Thom Bemus, who initiated and coordinates the Stars-n-Parks program, was named DCNR's 2002 Volunteer of the Year. In 2007 the park's Dark Sky Programming and staff received the Environmental Education Excellence in Programming award from the Pennsylvania Recreation and Parks Society. Operations manager Chip Harrison and his wife Maxine, who directs the Dark Sky Fund, received a 2008 award from the Pennsylvania Outdoor Lighting Council for "steadfast adherence and active promotion of the principles of responsible outdoor lighting at Cherry Springs State Park". The DCNR has named Cherry Springs one of "25 Must-See Pennsylvania State Parks", specifically for having the "darkest night skies on the east coast". Cherry Springs State Park was featured in the national press in 2003 when USA Today named it one of "10 Great Places to get some stars in your eyes", in 2006 when National Geographic Adventure featured it in "Pennsylvania: The Wild, Wild East", and in The New York Times in 2007. All these were before it was named an International Dark Sky Park by the International Dark-Sky Association in 2008. ### Woodsmen's Show The Woodsmen's Show attracts thousands of visitors to Cherry Springs State Park on the first weekend in August. It has been held every year since 1952, and has been sponsored by the Galeton Rotary Club since 1987. In 2008 events at the three-day show included tree-felling, cross-cutting, log rolling, axe-throwing, horse pulling, spring board chopping, the standing block chop, and chainsaw competitions and demonstrations. The 2008 show also featured historic recreations of life in a logging camp, musical performances, and vendors selling food, crafts, and equipment related to the lumber industry. The show and its events, which celebrate Potter County's lumbering history, have changed with time. In the early years, up to three working sawmills were set up just for the carnival, and there was an associated Woodsmen's Ball on Saturday evening, after the carnival ended. The Woodsmen's Show had its first female competitor in 1979. Some events have been tried and discontinued; in 1987 one-hour seminars on topics such as "Outdoor Adventures on Mules" and the first "Woodsmen's Carnival Queen" were introduced, and in 1993 there was tractor pulling with lawn tractors. In 1990 the name was changed from the "Woodsmen's Carnival" to the "Woodsmen's Show", a third day was added, and an ecumenical church service was held Sunday morning in the large picnic pavilion. The next year the show was part of the STIHL Timbersports Series and some of the competition was televised on ESPN. Although it is no longer part of the STIHL series, as of 2008 many of the same athletes competed at the show. Attendance was 4,000 the first year and grew to 12,000 three years later in 1955, then peaked at 33,000 in 1962, with nearly as many in 1965 (32,000) and 1981 (30,000). In 1983, 20,000 visitors came to the show, 15,000 came in 1985, and by the early 21st century attendance was about 14,000. Admission is charged and cash prizes are awarded in the competitions. Proceeds from the show under the Penn-York Lumbermen's Club went to promote the lumber industry and support the Pennsylvania Lumber Museum. The Galeton Rotary Club has used the funds to improve the standard of living in and around Galeton, including college scholarships, a new roof for the community building, support for the local public library, and clean-up and maintenance of the downtown area. ### Camping, picnicking, and trails The park has 30 camping sites which can each accommodate a tent, or a recreational vehicle (RV) up to 30 feet (9.1 m) long. The sites all have a fire ring, lantern hanger, and picnic table, and are classified as rustic because they have no running water. The camping area, which is southeast of Pennsylvania Route 44, is open from April to December and does accept reservations. The park has two modern latrines, one in the camping area and the other at the Astronomy Field. There is also a holding tank dump station for RVs. Although the Astronomy Field is not an official camping area, overnight observers may set up tents and vehicles there in which to camp. In addition to the picnic tables and small pavilion in the camping area, the main picnic area at Cherry Springs is on the southwest side of Route 44, in and around the large historic, CCC-built pavilion. The area surrounding the pavilion has many picnic tables situated in an old apple orchard and a stand of huge white pine and Norway spruce trees. Cherry Springs State Park is at the southern end of a 15-mile (24 km) long, single-track mountain bike trail, which begins at Denton Hill State Park and passes through Patterson State Park. In 2005 the snowmobile trailhead at Cherry Springs was moved to the southern end of the park to avoid the Astronomy Field. The snowmobile trail is one of many trails available for cross-country skiing, backpacking, hiking, and all-terrain vehicle and horseback riding in the surrounding Susquehannock State Forest. The 85-mile (137 km) long Susquehannock Trail System passes close to the park and loops around it. South of the park the trail passes through the Hammersley Wild Area, which at 30,253 acres (12,243 ha) without roads is the second largest wild area in Pennsylvania. ## Nearby state parks Cherry Springs State Park is on Pennsylvania Route 44 in West Branch Township, 10 miles (16 km) southwest of Galeton. The following state parks are within 30 miles (48 km) of Cherry Springs State Park: - Bucktail State Park Natural Area (Cameron and Clinton Counties) - Colton Point State Park (Tioga County) - Denton Hill State Park (Potter County) - Hyner Run State Park (Clinton County) - Hyner View State Park (Clinton County) - Kettle Creek State Park (Clinton Counties) - Leonard Harrison State Park (Tioga County) - Lyman Run State Park (Potter County) - Ole Bull State Park (Potter County) - Patterson State Park (Potter County) - Prouty Place State Park (Potter County) - Sinnemahoning State Park (Cameron and Potter Counties) - Sizerville State Park (Cameron and Potter Counties)
1,775,245
Farseer trilogy
1,169,494,633
Trilogy of fantasy novels by Robin Hobb
[ "1990s fantasy novels", "American fantasy novel series", "Bantam Books books", "Book series introduced in 1995", "Books illustrated by Michael Whelan", "Fantasy novel trilogies", "HarperCollins books", "The Farseer Trilogy" ]
The Farseer trilogy is a series of fantasy novels by American author Robin Hobb, published from 1995 to 1997. It is often described as epic fantasy, and as a character-driven and introspective work. Set in and around the fictional realm of the Six Duchies, it tells the story of FitzChivalry Farseer (known as Fitz), an illegitimate son of a prince who is trained as an assassin. Political machinations within the royal family threaten his life, and the kingdom is beset by naval raids. Fitz possesses two forms of magic: the telepathic Skill that runs in the royal line, and the socially despised Wit that enables bonding with animals. The series follows his life as he seeks to restore stability to the kingdom. The story contains motifs from Arthurian legend and is structured as a quest, but focuses on a stereotypically minor character in Fitz: barred by birth from becoming king, he nonetheless embraces a quest without the reward of the throne. It is narrated as a first-person retrospective. Through her portrayal of the Wit, a form of magic Fitz uses to bond with the wolf Nighteyes, Hobb examines otherness and ecological themes. Societal prejudice against the ability causes Fitz to experience persecution and shame, and he leads a closeted life as a Wit user, which scholars see as an allegory for queerness. Hobb also explores queer themes through the Fool, the gender-fluid court jester, and his dynamic with Fitz. The Farseer trilogy was Margaret Astrid Lindholm Ogden's first work under the pen name Robin Hobb and met with critical and commercial success. Hobb received particular praise for her characterization of Fitz: the Los Angeles Review of Books wrote that the story offered "complete immersion in Fitz's complicated personality", and novelist Steven Erikson described its first-person narrative as a "quiet seduction". The Farseer trilogy is the first of five series set in the Realm of the Elderlings: it is followed by the Liveship Traders trilogy, the Tawny Man trilogy, the Rain Wild chronicles, and the Fitz and the Fool trilogy, which the series concluded with in 2017. ## Background ### Writing and publication In the 1980s, American author Margaret Astrid Lindholm Ogden began publishing under the name Megan Lindholm in a variety of genres, including high fantasy, prehistoric fiction, urban fantasy and science fiction. Her work was critically well-received, and her short fiction was nominated for the Hugo and Nebula Awards, but was commercially unsuccessful. In 1993, she started writing the Farseer trilogy, an epic fantasy that was in a new style and subgenre compared to her earlier work. Feeling that her shifts across genres had prevented her from building a consistent readership, and also that "the drama of adopting a 'secret identity' was irresistible", Lindholm took up a new byline, Robin Hobb, to brand her Farseer work. She continued to write short fiction as Lindholm. Hobb felt her new pseudonym freed her from reader expectations of a Lindholm book, and she "wrote with a depth of feeling that I didn't usually indulge". The name Robin Hobb was intentionally androgynous and chosen to match the Fitz novels, which were written in a first-person male narrative voice. Hobb explained in an interview that she chose the pseudonym because many readers expected a male narrator to have been written by a male author. She continued concealing her identity after publishing the books, avoiding public readings or signings of the novels for multiple years, and eventually revealed her pseudonym in an interview with Locus, in 1998. Hobb has said that the core idea for the Farseer series was: "What if magic were addictive? And what if the addiction was destructive or degenerative?" She said she had mulled over that notion for many years before writing. The first book was initially titled Chivalry's Bastard before becoming Assassin's Apprentice. Hobb conceived Fitz's narrative as a trilogy, feeling that his story was too complex to fit in a single book and naturally broke into three parts. A half-wolf called Bruno that moved into her Alaskan home in the 1950s inspired the relationship between Fitz and the wolf Nighteyes. The enigmatic Fool was initially not a big part of the series outline, but grew into a major character as she wrote the novels. The first volume of the trilogy, Assassin's Apprentice, was published in May 1995 in the US, as a trade paperback by Bantam Spectra. Three months later, a hardcover edition was released in the UK by Voyager, a newly launched science fiction and fantasy imprint of HarperCollins. The second book, Royal Assassin, followed in 1996, first as a UK hardcover in March by Voyager, and then as a Bantam US paperback in May. The trilogy was completed in 1997 with the release of Assassin's Quest as a hardcover by both publishers, in March in the UK and in April in the US. Bantam stylized the US titles in the form of The Farseer I: Assassin's Apprentice; Voyager marketed the UK editions as part of the Farseer trilogy, and also as The Farseer Trilogy. The Bantam covers of the first two books were created by Michael Whelan, and the third by Stephen Youll. John Howe illustrated the Voyager editions of all three books. ### Setting The geography of the Six Duchies resembles the US state of Alaska and the Pacific Northwest, where Hobb lived for several years. Hobb's initial sketches of the setting were inspired by the panhandle of Alaska, and the Six Duchies resembled Kodiak Island, her residence following her marriage, but the final commissioned maps bore a greater similarity to an upside-down Alaska than she had intended. Hobb would write four other series using the same setting, referred to along with the Farseer trilogy as the Realm of the Elderlings. The society of the fictional universe is comparable to Western feudalism, with nobility owing allegiance to a monarch, and with distinct social stratification, although commoners retain some basic rights. The ruling Farseer line were once raiders, who chose to settle in the kingdom of Six Duchies; the royal family has a tradition of taking allegorical names. The novels' primary society resembles medieval Europe in its technology, following a Tolkienian tradition, but departing from it in depicting far greater gender equality. A few other kingdoms exist that resemble non-Western societies. As the series begins, the Six Duchies is under assault from the "Red-ship Raiders", whose raids bear resemblance to Viking invasions. Two magical powers exist: the Skill, which allows humans to communicate at great distances and for one person to impose their will on another; and the Wit, which allows a bonding without dominance between humans and animals. The former is passed on through the royal bloodline of the Six Duchies; the latter is viewed with revulsion and its practitioners are persecuted. ## Plot ### Assassin's Apprentice The narrative begins with the protagonist, aged six, being brought from his mother to the royal family of the Six Duchies. He is given the name Fitz, meaning an illegitimate son; he learns that his father is Prince Chivalry Farseer, heir to the throne. The shame of fathering a bastard leads Chivalry to relinquish his position and retreat to the countryside: he dies a few years later, without ever meeting Fitz. Chivalry's brother Prince Verity becomes heir to the throne. Fitz swears loyalty to King Shrewd and is trained in secret as a royal assassin and diplomat by master Chade. His bloodline grants him access to a form of telepathic magic called the Skill, which he begins to train in under Skillmaster Galen. Galen proceeds to telepathically torture Fitz and blunt his ability to use the Skill; his actions are later revealed to have been at the behest of Fitz's uncle Prince Regal. Fitz gradually grows aware of his ability to use the Wit, which lets him communicate and bond with animals, but the societal prejudice against this ability leads his guardian Burrich to discourage his early attempts to use it. Fitz's first Wit bond, with a dog named Nosy, ends when the dog is sent away by Burrich. Fitz later adopts another dog, Smithy, and bonds with him in secret, but Smithy is killed defending Burrich. Regal negotiates a marriage for Verity with Princess Kettricken of the neighboring Mountain Kingdom to strengthen the Six Duchies against the threat of the Red-Ship Raiders. Fitz is sent to the mountains to assassinate Kettricken's brother. He finds Regal plotting to kill Verity and marry Kettricken himself but is able to thwart the attempt. ### Royal Assassin Returning to Buckkeep, the capital of the Six Duchies, Fitz develops a Wit bond with a wolf named Nighteyes, after buying him as a cub from a trapper. He also develops a romantic relationship with a maid, Molly, and a friendship with the enigmatic court jester, who is known as the Fool. Fitz attempts to keep both his Wit and obligations as an assassin a secret from Molly, but their relationship later ends as the result of conflict over Fitz's duties. The kingdom continues to be harassed by the Red-Ship raiders of the Out Islands. The raiders are able to turn any captives into "Forged ones"; they are rendered emotionless and behave like feral animals. Prince Verity attempts to wage war on the Red-Ship Raiders through his use of the Skill, and recruits Fitz as an apprentice, creating a Skill link between them. Fitz also hunts the Forged with Nighteyes, relying on their Wit link. Verity and Fitz are unable to turn the tide of the war, and so Verity departs on a journey in search of Elderlings, beings from myth who may be able to help his people. In Verity's absence, Regal plots to kill his father, King Shrewd, and the pregnant Kettricken. Shrewd dies despite Fitz's efforts, and Fitz is accused of his murder. Regal has him tortured, trying to wrest a confession; on the brink of death, he retreats to Nighteyes' body at the wolf's plea. His seemingly dead body is buried. Burrich and Chade later exhume the body and persuade Fitz to return to it, which he does with regret. ### Assassin's Quest Fitz spends several months fighting trauma and seizures but is nursed back to health by Burrich. He learns that Regal has taken the throne, and moved the capital inland; taking on a new identity, Fitz travels west, intending to kill Regal. He encounters a community of Witted practitioners known as the Old Blood, whom he learns from but refuses to stay with for long. Sneaking into Regal's palace, Fitz is captured by Regal's Skilled coterie. He narrowly escapes with the help of Prince Verity, who uses the Skill from afar through their link. Fitz learns that Molly is pregnant with their child and that both Molly and Burrich believe him dead. Wishing to return to them, he is instead compelled to find Verity due to a Skill-summons. Traveling toward the Mountain Kingdom, he is hunted and twice captured by Regal's forces, but escapes. Pursued over the border and severely injured, he is found and tended to by the Fool, and later meets Kettricken, who fled from the Six Duchies after Shrewd's death. The group follows in Verity's footsteps, seeking to aid him. Journeying out of the Mountain Kingdom on a road wrought with the Skill, they find Verity in a quarry of magical stone, surrounded by inanimate stone dragons. Verity is attempting to carve a dragon himself and awaken it by Skilling his memories, thoughts, and feelings into the stone. With the group's aid, he is successful but loses his humanity to become the stone dragon. Verity, as a dragon, flies to Buckkeep carrying the rest of the group to combat the raiders. Fitz remains behind with Nighteyes and manages to awaken the other stone dragons, who follow Verity. Fitz battles Regal with the Skill and defeats him, and slays his coterie. Having seen in a Skill vision that Molly and Burrich have fallen in love, he chooses to mask his identity and remain an outcast, living with Nighteyes at the edge of society. Verity destroys the Raiders, and Kettricken assumes the throne. ## Style The Farseer novels are often described as epic fantasies, and as introspective works that center around the characters' internal conflicts. The series is structured as a quest fantasy; the main character is barred from the throne by his birth, but nonetheless embraces a quest without the reward of the throne. In Fitz's case, the quest is to restore the rightful king and bring stability to the kingdom. A review in Asimov's Science Fiction placed his narrative in the tradition of a "young misfit coming of age". While Fitz's quest has a significant impact on the Six Duchies, his roles as assassin and illegitimate royal force his actions to stay unseen and uncredited, and he is thus portrayed both as a leading and marginal character. The trilogy is described as drawing from Arthurian legend in its characters and narrative motifs: Shrewd's decline recalls the legend of the Fisher King, and Regal bears similarities to Mordred, and Chade to Merlin. Fitz has been termed a melancholy hero, and been discussed as a liminal being, or one who "exists at the threshold of two states". Critics have noted parallels to the character of Hamlet, to Frodo Baggins, and to Severian, the protagonist of Gene Wolfe's The Book of the New Sun. Scholar Geoffrey Elliot describes the setting of the Elderlings books as following in the "Tolkienian tradition", resembling the society of medieval England, but drawing also from the indigenous societies of the Pacific Northwest. Hobb uses a style within the fantasy genre that casts the fantastic as an unquestioned, familiar aspect of the setting: this creates an "illusion of familiarity" for the reader, according to scholar Susan Mandala. When Fitz first shares a dream with a dog, the narration matches how he experiences the dream – as a perfectly natural, as opposed to fantastic, event – through language that is "lexically coherent" across the human and animal segments, in Mandala's view. Similarly, when Fitz first mentions the telepathic Skill, the narrative does not address the term directly, assuming that its meaning is known in-world, but instead focuses on the Skill's potential effect on Fitz's memory, and its addictive qualities. The story is narrated as a first-person retrospective, with an adult protagonist reflecting on his childhood memories: this has been described as an unusual style in fantasy, and critic John Clute termed it a "painfully confessional memoir". Fitz finds some of his recollections painful and imagines "the hurt of a boy" spilling into the ink; along with this self-commentary, the story is "rich" with implicit clues that "most effectively" uncover Fitz's character, according to Mandala. For instance, Fitz describes his immediate family in the same terms as the strangers he meets: his grandfather becomes "the tall man", and his mother is "a voice" that is distant and unfamiliar, signifying his emotional distance from them. Fitz is on occasion an unreliable narrator who distrusts his own memories. The novels contain short memoirs prefacing each chapter that narrate a fictional history of the setting: these excerpts are also unreliable narratives, relaying "recollection and gossip". ## Themes Through its fantasy elements, the Farseer trilogy explores themes of otherness. As a practitioner of the Wit, a form of magic described as a connection to all living things, Fitz bonds and shares senses with the wolf Nighteyes. Their relationship is shaped by their contrasting perceptions of the world: the wolf lives "in the now" and unlike Fitz, lingers less on memories and on plans for the distant future. More broadly, the wolf symbolizes nature in Western literature, and the werewolf denotes "slippages between" nature and culture, according to scholar Lenise Prater. The Wit also makes Fitz aware of an interconnectedness between living creatures; by severing such connections, the Raiders turn people into the animalistic Forged. Thereby, Prater argues, Hobb is suggesting that the self is entirely dependent on others, and cannot live autonomously. Scholar Mariah Larsson similarly writes that the depiction of the Wit contains an ecocritical element, highlighting the relevance of non-human life forms and thereby challenging anthropocentrism. Fitz's internal conflicts in the series – in particular, the sense of shame and trauma that result from his being Witted – have been described by scholars as an allegory for queerness. In the world of the Six Duchies, the Wit is seen as an unnatural inclination and its practitioners are persecuted and may be publicly hanged or forced into hiding. Early in the series, Fitz's guardian Burrich punishes him when he tries to use the Wit, viewing it as emasculating and shameful; this is despite Burrich being Witted himself. Burrich rarely speaks of his Wit, having suppressed it for most of his life; he sees the Witted as worse even than the Forged, who have lost their humanity. Scholars regard this as akin to internalized homophobia: Burrich has repudiated a piece of his own identity and seeks to eradicate it in others. Fitz thus develops an "identity in shame", according to scholar Peter Melville, and withdraws into the closet, even as he continues to explore the ability. Fitz's feeling of shame toward the Wit leads him to keep it hidden even from those he cares for, including his beloved Molly. The secret is one of many of Fitz's "multiple closeted lives" that eventually drives Molly away from him. Toward the end of Royal Assassin, Fitz's Witted identity is revealed to the public and he is tortured. After he shifts to the wolf's body and returns, he more openly participates in his Wit-bond and finds a community of the Witted at the edge of society. Comparing the Old Blood to a queer support group, Melville views the sense of connection Fitz experiences in their midst as essential to his self-acceptance. The series then transitions from Fitz's personal struggle to the larger struggle for equal rights for the Witted, which is explored in The Tawny Man trilogy. Speaking of her motivation behind the Skill and the Wit, Hobb commented that "I think we can see that in almost any society, something that is accepted and OK in one society makes you a member of a despised group in another society." Queer themes are also portrayed through the Fool, a character whose subversive aspect is hinted at in Assassin's Quest, when the minstrel Starling states to Fitz: "The Fool is a woman. And she is in love with you." The Fool alternates between masculine and feminine identities through the many Elderlings series; this blurring of gender boundaries is explored further in the Liveship Traders, Tawny Man and Fitz and the Fool trilogies. The dynamic between Fitz and the Fool, described in the Farseer trilogy as "two halves of a whole, sundered and come together again" when they connect via the Skill, is also developed further in later trilogies. Hobb sharply contrasts the two forms of magic in the series, the Skill and the Wit: though addiction is portrayed as a negative consequence of both, according to Larsson, the Skill is "more insidious". The Skill is practiced by the ruling class, but the Wit is relegated to lower classes; the Skill is also a stereotypically masculine magic, since it functions as a weapon, and the Wit, used to bond with animals, is more feminine. According to Prater, the series deconstructs these stereotypical expectations through Fitz: he possesses both forms of magic and is simultaneously an outcast and a subject of the throne. The gendered attributes are blurred in later Elderlings novels, where the Skill is shown to heal and create melodies, while the Wit can be used to manipulate humans. Larsson argues that the narrative "very cleverly" portrays the two abilities such that the reader arrives at a very different impression than the society of the story. ## Reception Assassin's Apprentice was viewed as the debut work of a new author, though a reviewer for Asimov's Science Fiction noted her use of a pseudonym and remarked that the first two books appeared to be the "work of a seasoned professional". Publishers Weekly described the book as a "gleaming debut" in a crowded fantasy market, praising Hobb's portrayal of political machinations within royalty. A similar review from Kirkus termed it "a remarkably assured debut". The sequels Royal Assassin and Assassin's Quest received starred reviews from Publishers Weekly. The first book was a finalist for the British Fantasy Award in 1997; the second and third volumes were nominees for the Locus Award for Best Fantasy Novel in 1997 and 1998. The series as a whole was commercially successful: worldwide the Elderlings sold more than a million copies by 2003, and UK sales alone had exceeded 1.25 million copies by 2017. The characters Hobb created received acclaim from several reviewers, and the Farseer novels have been praised as works of character-driven fantasy. Writing in The Times in 2005, critic Amanda Craig praised Hobb's depiction of Fitz and stated that his bond with the wolf Nighteyes was as "passionate as the deepest romantic love". In 2014, the Los Angeles Review of Books reviewer Ilana Teitelbaum described the novels as offering "complete immersion in Fitz's complicated personality", and remarked on the psychological complexity of Fitz's characterization, as well as Hobb's depiction of trauma. Teitelbaum praised the portrayal of Fitz's internal conflicts, noting that his emotional scars shape his perspective and that Fitz isn't ever able to escape them completely. An Interzone review of the first book drew attention to the "wonderfully enigmatic" character of the Fool, whose riddles and predictions were only gifted to others similarly lonely. However, the reviewer criticized Galen, the Skillmaster, as "too manic to be credible". The novels' prose and fictional setting also drew praise. Scholar Darren Harris-Fain felt that Hobb's "skill" at worldbuilding and characters set the trilogy above most fantasy. David Langford similarly remarked on her construction of a "convincingly textured society" with strong characters, including women, and added that "Hobb writes achingly well". Publishers Weekly described the wolf Nighteyes as her best creation, and Teitelbaum wrote that Hobb's "generosity with detail" allowed the castle of Buckkeep to become a "memorable setting". Publishers Weekly also praised Hobb's "shimmering language", and Fantasy & Science Fiction called her prose in the first volume "skillful", and Library Journal considered it "gracefully written". Interzone noted that Hobb's had avoided the "more obvious clichés", and that the book was "very occasionally brilliant", but found it "stylistically patchy". Fellow novelist Steven Erikson has remarked on Hobb's writing of Fitz's perspective, describing it as a "quiet seduction" and "handled with consummate control, precision and intent". He uses chapters from the trilogy as reading material in his workshops for writers. The plot of the trilogy, according to Harris-Fain, was an "effectively balance[d]" blend of dark occurrences and warm moments between characters. In a review of Assassin's Apprentice, Booklist felt the plot was traditional but praised its execution. The second book contained plot twists that drew praise from reviewers including Kirkus, though the reviewer found "ominous signs" of the narrative losing control. A year later, Kirkus termed the sequel an "enthralling conclusion". The length of the third book was criticized by Booklist and Langford, although both critics praised other facets of Hobb's writing. Booklist felt the extra pages delivered in terms of "emotionally compelling scenes of both magic and battle". A review for Locus praised the pacing of the third volume, adding that its "lively dialog" and divergence from a typical quest narrative made it a "great read". The Farseer novels led to Hobb receiving broader recognition as an exemplar of fantasy writing. The trilogy, as well as its sequels, were viewed by Library Journal as "masterworks of character-based epic fantasy". Comparing the first nine Elderlings novels with the works of Le Guin and Tolkien, The Times described Hobb as "one of the great modern fantasy writers", and stated that her novels were "grown-up fantasy". The Telegraph held that "Hobb is acknowledged – not least by her colleague, George RR Martin – as one of the pre-eminent writers of modern fantasy fiction", and The Guardian described her as "the writer to press on those who turn up their noses at fantasy". In a discussion of the fantasy canon, medieval scholar Patrick Moran commented that the Elderlings series "undermines the heterosexual norms of traditional high fantasy" through the relationship between Fitz and the genderfluid Fool. While agreeing that Hobb promotes queer themes, Prater voiced disappointment at "conservative impulses" in the series due to a focus on monogamy and romance, which she sees as heteronormative and limiting its message. A more positive view was expressed by Melville, who contended that the concluding Fitz and the Fool trilogy "confirms the series' place within the larger history of queerness in the fantasy genre". ## Sequels and adaptations The Farseer trilogy is followed by four series set in the Realm of the Elderlings, the last volume of which was published in 2017. The second trilogy is the Liveship Traders, which is written in the third person and set in a different part of the Elderlings world, but with a recurring character. Hobb then returns to Fitz's first-person narration in the Tawny Man trilogy. Next in chronology are the four novels of the Rain Wild chronicles and the Fitz and the Fool trilogy, which concludes the series. The series was adapted as a comic book in French under the title L'Assassin Royal. Spanning ten volumes, it was published from 2008 to 2016 by Soleil Productions. An English-language comic adaptation of Assassin's Apprentice is slated for release in December 2022. Co-written by Hobb and Jody Houser, the series is planned to comprise six issues and features artist Ryan Kelly, colorist Jordie Bellaire, letterer Hassan Otsmane-Elhaou and publisher Dark Horse Comics. In a 2018 interview, Hobb stated she had not sold television or film rights to the series.
2,796,885
Hey Baby (No Doubt song)
1,171,869,465
2001 single by No Doubt
[ "2001 singles", "2001 songs", "Dancehall songs", "Interscope Records singles", "Music videos directed by Dave Meyers (director)", "No Doubt songs", "Reggae fusion songs", "Song recordings produced by Sly & Robbie", "Song recordings produced by Spike Stent", "Songs about dancing", "Songs written by Gwen Stefani", "Songs written by Tom Dumont", "Songs written by Tony Kanal" ]
"Hey Baby" is a song by American rock band No Doubt from their fifth studio album Rock Steady (2001). Written by band members Gwen Stefani, Tony Kanal and Tom Dumont, "Hey Baby" was released as the album's lead single in October 2001 by Interscope Records. "Hey Baby" is heavily influenced by the Jamaican dancehall music present at No Doubt's post-show parties and tour bus lounges of their Return of Saturn tour. Its lyrics describe the debauchery with groupies at these parties. "Hey Baby" received generally positive reviews from music critics, although its dancehall influences had a mixed reception. An accompanying music video features scenes that mimic the parties No Doubt attending while recording the parent album in Jamaica. "Hey Baby" was commercially successful, peaking at number five on the US Billboard Hot 100. It also reached the top-ten in several other countries, including Australia, Germany, New Zealand and the United Kingdom. At the 45th Grammy Awards, No Doubt won the Grammy Award for Best Pop Performance by a Duo or Group with Vocal. ## Background and writing "Hey Baby" was one of the first songs written for Rock Steady. The song begins with instrumentals programmed with producer Philip Steir at Toast Studios in San Francisco. They experimented with ray gun-like electronic effects and sounds that guitarist Tom Dumont compared to Star Wars music. Notably, the intro is reminiscent of the beginning of the song "Jungle Love" by the Steve Miller Band. The lyrics and melodies were recorded at a session at Dumont's home studio in Los Angeles weeks later. While the band was working on the album in Kingston, Jamaica, during March 2001, producers Sly and Robbie left the percussion and Gwen Stefani's original vocal. The band asked about adding a guest appearance on the song, so Sly and Robbie recommended and added a toast from Bounty Killer. Like the song's dancehall style, the lyrics depict the band's post-show parties from touring in support of their fourth studio album Return of Saturn (2000). The song details female groupies who attended the parties to hook up with the male band members. Stefani commented that "if you're talented and you're up there, girls want to make out with you." Bassist Tony Kanal described it as "a very PG version" of the licentiousness that took place while touring. The song also touches on Rock Steady's overall theme of Stefani's impatience in her long-distance relationship with then-boyfriend Gavin Rossdale (whom she eventually married in 2002), as she sits "sipping on chamomile/watching boys and girls and their sex appeal". ## Composition "Hey Baby" is a dancehall song composed in the key of E minor. It is written in common time and moves at a moderate tempo of 90 beats per minute. The song focuses on programming and lacks prominent live instrumentation. As a result, the band needed four keyboard rigs to recreate the track's sound for live performances, including a Roland AX-1 and an E-mu Proteus 2000. Stefani's vocal range spans over two octaves in the song, from D<sub>3</sub> to E<sub>5</sub>. The song opens with an introduction consisting of a sustained measure of electronic effects followed by two lines from the chorus. In each two-measure line during the first half of the verses, Stefani descends the scale while the keyboard plays the off-beats of the first measure and the electric bass opens the line with a two-note bassline. During the second half of the verses, Stefani's vocals are overdubbed, and the instrumentation becomes more frequent. Each of the two verses is followed by the chorus, where overdubbing is used on Stefani's vocals to produce first inversion and normal form E minor chords. Bounty Killer then toasts the bridge, and after a brief section sung by Stefani, the song closes by repeating the chorus twice. ## Critical reception "Hey Baby" received generally positive reviews from music critics. LAUNCHcast's Lisa Oliver described the song as a mix of "spacesynth" and ragga that "bursts with Batman punches." Colleen Delaney of Stylus Magazine was unimpressed by the lyrics' double entendres and noted that the toast and "deep, booming production save this song from being thin" but that it remained "inane and unengaging". Sal Cinquemani of Slant Magazine found the song a return to the band's roots, and that it finds No Doubt "sunnier (and tighter) than ever" as a result. Entertainment Weekly included "Hey Baby" in a list of the band's top five songs. About.com ranked the song number three in a list of the top five singles from Stefani's career, with the band and as a solo artist, for her "simultaneously sounding like she understands the hippest of contemporary pop (the Bounty Killer guest rap doesn't hurt) while having the wisdom of an adult several years out of high school." The song was listed at number thirty-eight on the 2002 Pazz & Jop list, a survey of several hundred music critics conducted by Robert Christgau. The band's endeavor in dancehall music received mixed reviews. AllMusic reviewer Stephen Thomas Erlewine viewed the toast as a mistake, and Blender's Rupert Howe found the foray into dancehall misguided, leaving Bounty Killer sounding bored. Alex Needham wrote for NME that the song was a strong example of "white reggae" but that many listeners may not be able to tolerate the genre itself. For Entertainment Weekly, David Browne described the chorus as "big, bustling, and irresistible" and its hip hop influence as kicky. In the BBC review of The Singles 1992-2003, Ruth Mitchell wrote that the chorus was addictive and chiming and that the song had a "catchy dancehall groove". ## Chart performance "Hey Baby" was chosen as the lead single from Rock Steady to represent the band's more "upbeat and confident" attitude for the album. It was commercially successful in the United States and enticed a younger audience to No Doubt. The song debuted at number 36 on the Billboard Hot 100, remaining on the chart for half a year. In its third week, the song became the band's highest-charting single, eventually peaking at number five for two consecutive weeks, later broken when "Underneath It All" reached number three. It was successful in the mainstream music market, topping the Top 40 Mainstream and reaching the top ten on the Top 40 Tracks and Adult Top 40. The song had significant crossover success and reached number five on the Rhythmic Top 40 chart. At the 2003 Grammy Awards, the song won the award for Best Pop Performance by a Duo or Group with Vocal, and No Doubt performed a medley of "Underneath It All" and "Hella Good" at the show. The song had similar success in Europe, reaching number five on the Eurochart Hot 100 Singles. In the United Kingdom, "Hey Baby" debuted at number two on the UK Singles Chart. It reached the top 10 in Denmark, Finland, Germany, Greece, and Norway, and the top 20 in Austria, Belgium, Ireland, Italy, the Netherlands, Sweden, and Switzerland. In Australia, "Hey Baby" debuted on the ARIA Singles Chart at number 28 and peaked four weeks later at number seven. It was listed at number 37 on the 2002 end-of-year chart. On the New Zealand Singles Chart, it reached number two, under Shakira's "Whenever, Wherever", for two non-consecutive weeks. ## Music video The accompanying music video, directed by Dave Meyers, follows the theme of the lyrics. It shows the band on a tour bus, stopping at a party at Club Poonani. The members separate when three girls approach the male band members. Kanal has his picture taken with several women, paying for it by taking money that drummer Adrian Young earns by hanging from gymnastics rings naked. Dumont defeats a woman, portrayed by Sonya Eddy, in an endurance drinking game, and Stefani dances, eventually joining Bounty Killer on stage. There are intercut scenes of the band members on a red and black background, a black and white houndstooth background, and standing on top of the phrases "NO DOUBT", "ROCK STEADY", and "HEY BABY" in red and white. The video was filmed in three days in Boyle Heights, Los Angeles. The scenes were designed to recreate the parties that the band attended while recording Rock Steady in Jamaica. Young's scene was based on an actual event, where he won US\$200 on a dare to hang upside down and naked on the rings at a club in New York City. Dumont's scene, filmed at Casa Mexicana, is inspired by a similar scene from the 1981 Indiana Jones film Raiders of the Lost Ark. Young's full frontal on the rings, shown during Bounty Killer's line "The way you rock your hips, you know that it amaze me," was controversial. Bounty Killer's rival Beenie Man stated that "the video portray Bounty as a gay. That is a Jamaican artist, and that can't gwan in a dancehall, no way." Bounty Killer cancelled his performances with No Doubt because of the incident, stating that "they did not understand because they are from America and they accept gay people ... If Jamaica is upset, I ain't going to accept no success that my culture is not proud of." The video premiered on MTV on November 6, 2001, and debuted at number 10 on Total Request Live, peaking at number three, and topped VH1's Top 20 Countdown for three weeks. The video won the MTV Video Music Awards for Best Pop Video and Best Group Video in 2002. The video was nominated for Best International Group Video at the 2002 MuchMusic Video Awards but lost to Korn's "Here to Stay". ## Live performances No Doubt performed the song live during a number of public appearances, beginning with an appearance at the 2002 Billboard Music Awards held on December 4, 2001. Their headline Rock Steady Tour in 2002 also used "Hey Baby" in its set list. The accompanying video release, Rock Steady Live, includes the live segment where the single was performed as well. ## In other media The song is used in the films New York Minute and A Girl Like Me: The Gwen Araujo Story. ## Credits and personnel Credits adapted from Rock Steady booklet: - Vocals, songwriter: Gwen Stefani - Vocals, songwriter: Bounty Killer - Bass guitar, songwriter: Tony Kanal - Guitar, songwriter: Tom Dumont - Drums: Adrian Young - Keyboards: Kanal, Dumont - Producers: Sly & Robbie, No Doubt, Mark "Spike" Stent, Philip Steir - Recording engineers: Dan Chase, Kanal, Dumont - Audio engineers: Count, Tkae Mendez, Rory Baker - Assistant audio engineer: Toby Whalen ## Track listing and formats Australian and European CD maxi single 1. "Hey Baby" featuring Bounty Killer 2. "Hey Baby" – "The Homeboy Mix" aka "Fabian Mix" 3. "Ex-Girlfriend" – "The Psycho Ex Mix" aka "Philip Steir Mix" 4. "Hey Baby" music video UK CD maxi single 1. "Hey Baby" featuring Bounty Killer 2. "Hey Baby" (Fabian remix) "Hey Baby"/"Hella Good" US vinyl release - A1. "Hey Baby" - A2. "Hey Baby" instrumental - A3. "Hey Baby" (The Homeboy Mix) - B1. "Hey Baby" (The Homeboy Mix) instrumental - B2. "Hella Good" ## Charts ### Weekly charts ### Year-end charts ## Certifications ## Release history
51,375,548
San Francisco–Oakland Bay Bridge half dollar
1,151,318,594
1936 US commemorative coin
[ "Bears in art", "Bridges in art", "Currencies introduced in 1936", "Early United States commemorative coins", "Fifty-cent coins", "San Francisco Bay", "Ships on coins" ]
The San Francisco–Oakland Bay Bridge half dollar or Bay Bridge half dollar is a commemorative fifty-cent piece struck by the United States Bureau of the Mint in 1936. One of many commemoratives issued that year, it was designed by Jacques Schnier and honors the opening of the Bay Bridge that November. One side of the coin depicts a grizzly bear, a symbol of California, and the other shows the San Francisco–Oakland Bay Bridge, with the Ferry Building in the foreground. Competing bills were considered by Congress in 1936: one to mark the Bay Bridge's completion that year, the other to honor both that and the Golden Gate Bridge, also under construction. The bill that only commemorated the Bay Bridge was successful, and passed into law with the signature of President Franklin D. Roosevelt. After some discussion involving the Commission of Fine Arts, which reviews coinage designs, Schnier's models were approved and the coins were struck at the San Francisco Mint. Just over 70,000 coins were sold of the distribution mintage of 100,000, by mail, in person, and—making it the first commemorative coin to be sold on a drive-in basis—from booths at the Bay Bridge's approaches. The coins were taken off sale in February 1937, with the unsold remainder returned to the Mint for redemption and melting. The Bay Bridge half dollar catalogs in the low hundreds of dollars, depending on condition. ## Background When the San Francisco–Oakland Bay Bridge opened in 1936, it allowed motorists, for the first time, to drive quickly and easily between San Francisco and Oakland. Ferries had operated across San Francisco Bay since 1851, but a bridge was far more convenient for automobile drivers. Politics, engineering and financing had blocked earlier proposals dating back to the 1870s; the winds and currents of the bay, and the lack of bedrock to build upon, were believed by some to make such a bridge impossible, especially since it would have to extend 8 miles (13 km). It was not until the 1930s, when with the support of President Herbert Hoover, a Californian, that the Reconstruction Finance Corporation agreed to purchase construction bonds backed by future tolls for what would be the largest and most expensive bridge of its time. Sparked by low-mintage issues which appreciated in value, the market for United States commemorative coins spiked in 1936. Until 1954, the entire mintage of such issues was sold by the government at face value to a group authorized by Congress, who then tried to sell the coins at a profit to the public. The new pieces then came on to the secondary market, and in early 1936 all earlier commemoratives sold at a premium to their issue prices. The apparent easy profits to be made by purchasing and holding commemoratives attracted many to the coin collecting hobby, where they sought to purchase the new issues. Congress authorized an explosion of commemorative coins in 1936; an unprecedented fifteen were issued. One coin authorized and issued in 1936 was the Cincinnati Musical Center half dollar, controlled and profited from by Thomas G. Melish—and issued to celebrate a nonexistent anniversary. In addition, at the request of the groups authorized to purchase them, several coins minted in prior years were produced again, dated 1936, senior among them the Oregon Trail Memorial half dollar, first struck in 1926. By mid-1936, Congress had reacted to these practices, adding protections to commemorative coinage bills such as a requirement that all coins be struck at a single mint, rather than all three then operating as with earlier issues (the use of mint marks would force coin collectors to buy three near-identical coins to have a complete set). Such a provision was present in the bill authorizing the Bay Bridge half dollar, which also required that the funds generated be used towards the celebration. Unlike many early commemoratives, which were struck to mark an anniversary, the San Francisco–Oakland Bay Bridge half dollar was, like the Panama–Pacific commemorative coins, struck in order to celebrate a present-day engineering achievement. ## Legislation A bill for a commemorative half dollar honoring the opening of the Bay Bridge was introduced in the United States Senate by Hiram Johnson of California on April 10, 1936. Other than referring the bill to the Committee on Banking and Currency, the Senate took no action on the bill that day; it was busy with the impeachment trial of federal judge Halsted L. Ritter of Florida. The Banking Committee reported back on the bill with a favorable recommendation, suggesting that the minimum number of coins to be drawn at any one time be increased from 5,000 to 25,000. The Senate considered six commemorative coin bills in a row on June 1, 1936. Four, including the Bay Bridge bill, passed without any discussion; two were deferred until later. A bill for a commemorative coin honoring the opening of the new bridges in the San Francisco Bay Area (including the Golden Gate Bridge) was introduced in the House of Representatives by Albert E. Carter of California on April 21, 1936. It was referred to the Committee on Coinage, Weights, and Measures. John Cochran of Missouri reported that bill back on April 23, with a recommendation that it pass; he brought the bill to the House floor on May 27, 1936. Robert F. Rich of Pennsylvania, a Republican, noted that this was about the 35th coinage bill to come forward that year and suggested that "we place on the one side of this coin the face of Mr. Farley, Democratic National Committeeman; then turn the coin over and place on the other side of it the face of Mr. Farley, the New York city committeeman; then when you flop coins you will always have the head of Farley". Nevertheless, Rich did not object and the House passed the bill without further debate. On June 18, Cochran informed the House that each body had passed a different bill for the California bridge celebrations and asked that the Senate bill be considered. It was passed without debate, and the House bill was laid on the table. The Senate bill for 200,000 commemorative half dollars in honor of the Bay Bridge opening became law with the signature of President Franklin D. Roosevelt on June 26, 1936. A separate bill was introduced for a coin to honor the construction of the Golden Gate Bridge, but it failed to pass. ## Preparation According to numismatic author Don Taxay, preparations for the coin must have begun soon after the authorization was signed, for on July 20, 1936, Franck R. Havenner, the chair of the San Francisco Citizen's Celebration Committee, wrote to Assistant Director of the Mint Mary M. O'Reilly. Havenner had some procedural questions, sent information on the selected artist for the coin, Jacques Schnier, and enclosed photographs of the chosen design. These were sent to the Commission of Fine Arts (CFA), responsible under a 1921 executive order by President Warren G. Harding for rendering advisory opinions on public artworks, including coins. On July 31, the CFA chair, Charles Moore, wrote to Havenner relaying the suggestion of the CFA's sculptor-member, Lee Lawrie, that the lettering in the design be made larger. After the required plaster models of the proposed coin were completed, the CFA met on September 15 to consider photographs of them. Moore sent a letter to O'Reilly, stating that the bear's nose was unlike that of a grizzly, and supplied images for Schnier's use in revising it. On the original designs, the mottoes E PLURIBUS UNUM and IN GOD WE TRUST flanked the bear to left and right: one member of the CFA, John M. Howells did not like the positioning of the latter. Correspondence among the various parties followed, since it was uncertain where it could be moved to. Eventually, Havenner telegraphed to the Mint noting that some previous commemoratives had excluded either E PLURIBUS UNUM or LIBERTY and proposing that E PLURIBUS UNUM be omitted and IN GOD WE TRUST moved to the left of the bear in its place. O'Reilly accepted this; Schnier modified his designs, and approval from the CFA and the Treasury Department soon followed. Schnier's models were reduced to coin-sized hubs by the Medallic Art Company of New York. ## Design According to numismatic writers Anthony Swiatek and Walter Breen, "it is a matter of guesswork which side should be called the obverse. We follow tradition like [Arlie] Slabaugh and [Don] Taxay and list the side with the bear". There was criticism of the grizzly bear design at the time of release, for it was stated that the bear used as model was Monarch II, who lived 26 years in a cage in Golden Gate Park, objectors argued that such a bear was no fit symbol for Liberty, the word that appears at its feet. Q. David Bowers, in his volume on commemoratives, contends that the bear was a composite of several animals seen by Schnier at the San Francisco and Oakland zoos. Taxay noted that the grizzly bear is commonly used by artists to represent California, and that Schnier's was "an unusually successful treatment". The four stars seen, one to the left and three to the right of the animal, lack symbolic meaning and were not present on Schnier's original sketch of the obverse. The mint mark S for the San Francisco Mint flanks the bear on the left, with the artist's initials JS on its right. The other side of the coin depicts the bridge, as seen from the San Francisco side. The Ferry Building on the Embarcadero is in the foreground, with Yerba Buena Island in mid-bay, with the Berkeley Hills of the East Bay seen in the distance. A ferry boat and an ocean liner sail through the water. Treasure Island, connected to Yerba Buena, is not visible as it is an artificial construction that had not yet been completed. The name of the bridge and the date of striking ring the depiction. The design for this side is complicated, and there are no completely flat areas. Numismatist Stuart Mosher, in his 1940 book on commemoratives, noted the Monarch II controversy and the bear motif's similarity to the California Diamond Jubilee half dollar (1925), though he deemed the bear "of secondary importance compared to the bridge design". Coin author Anthony Swiatek deemed it "a lovely coin". Art historian Cornelius Vermeule praised the Bay Bridge half dollar in his volume on American coins and medals, stating that no commemorative half dollar "tries animals or vistas on a grander scale than Jacques Schnier's coin for California's giant new bridge in 1936". Vermeule stated "the temptation to show comprehensive views of harbors on coins has existed ever since Nero adorned a sestertius with Rome's basin at Ostia [...]. Schnier's grand view from San Francisco to Berkeley is comparable to geography on coins and medals of the sixteenth or seventeenth century [...]. In being so bold it deserves praise for the aesthetic excitement it generates and its artistic success. The bear is a poignant combination of furry power and animal, specifically ursine, sympathies." ## Production, distribution and collecting A total of 100,055 Bay Bridge half dollars were struck at the San Francisco Mint in November 1936, with 55 pieces set aside for transmission to Philadelphia for examination and testing at the following year's meeting of the Assay Commission. Although they were struck no differently than the rest of the coins minted, the first 200 coins that were struck were reserved for presentation purposes. Of these coins, the 22 that were not presented were later sold to collectors with documentation of their early striking. Only half the authorized mintage of 200,000 was struck; numismatic author Arlie Slabaugh Jr. deemed that decision wise, as profit-minded collectors and investors would not have favored a higher mintage. The bridge had opened on November 12, 1936 with a celebration that continued for three days but the coins arrived too late for that, and went on sale about a week later. Distribution of the coins was handled by a group of banks known as the San Francisco Clearing House Association, or they could be purchased by mail from celebration organizers' offices on Market Street at \$1.65 each, with a discount for ten or more. Booths were erected near the bridge entrances from which motorists could purchase the new coin for \$1.50 without needing to leave their vehicles. Another account states that the coin was sold from the tollbooths. In either event, it was the first time that a commemorative coin had been made available on a drive-in basis. In late January 1937, Lawrence M. Giannini, head of the finance committee distributing the coins, announced that sales would end on February 15, and that the remaining coins would be returned to the Mint for redemption and melting. By this time, sales had ground to a halt. A total of 71,369 half dollars were sold; the remainder, 28,631 coins, was returned to the Mint and were melted. By 1940, the market price for the Bay Bridge half dollar remained at \$1.50. It gradually rose thereafter and at the peak of the 1980 commemorative coin boom sold for \$240; in 1990, market prices ranged from \$120 to \$560, depending on condition. The Mega Red edition of R.S. Yeoman's A Guide Book of United States Coins, published in 2018, lists the Bay Bridge piece for between \$145 and \$340, depending on condition. An exceptional specimen sold for \$21,850 in 2004. In 1986, in celebration of the 50th anniversary of the bridge coin issue, 1,000 of the half dollars were placed into holders which were autographed by Schnier, numbered, and sealed in plastic. This was for a coin dealer; the coins were purchased on the open market and were not from unsold remainders.
2,270,846
Angel Locsin
1,167,374,490
Filipina actress (born 1985)
[ "1985 births", "20th-century Filipino actresses", "21st-century Filipino actresses", "ABS-CBN personalities", "Actresses from Bulacan", "Alumni of the London College of Fashion", "Filipino YouTubers", "Filipino child actresses", "Filipino fashion designers", "Filipino female models", "Filipino film actresses", "Filipino film producers", "Filipino people of Chinese descent", "Filipino television actresses", "Filipino voice actresses", "GMA Network personalities", "Living people", "People from Santa Maria, Bulacan", "Star Magic", "University of Santo Tomas alumni" ]
Angelica Locsin Colmenares (born April 23, 1985) is a Filipino actress and humanitarian. She is known for her dramatic roles and portrayals of heroines and mythological characters in film and television. She is a recipient of various accolades, including four Star Awards, three FAMAS Awards, two Box Office Entertainment Awards, and a Luna Award. Born in Santa Maria, Bulacan, Locsin attended the University of Santo Tomas Junior High School. She began her acting career in the early 2000s by appearing in supporting roles on screen. She had her breakthrough as the avian-human hybrid protagonist in the fantasy series Mulawin (2004), before starring as the titular superhero in the Ravelo Komiks Universe series Darna (2005) to critical acclaim. For her role as a fledgling lycanthrope in the supernatural drama series Lobo (2008), Locsin earned an International Emmy Award nomination for Best Actress. She appeared in well-received romantic dramas, such as Love Me Again (2009), In the Name of Love (2011), and Unofficially Yours (2012), the last of which is Locsin's highest-grossing release to date. The family drama One More Try (2012), in which she played a single mother caring for her sick son, garnered her Best Actress wins at the Box Office Entertainment, FAMAS, Luna, and Star Awards. She received a Star Award for Best Drama Actress for her portrayal of an indoctrinated military nurse in the spy-action thriller series The General's Daughter (2019). Known for her humanitarian efforts, Locsin has been named one of Asia's Heroes of Philanthropy by Forbes and Asia's Leaders of Tomorrow by Tatler. She promotes various causes, including disaster relief, education, and women's rights. Locsin was noted for her field missions to settlement camps of internally displaced persons during the 2017 armed conflicts in Mindanao. A public figure, she was cited as the world's sexiest woman by FHM Philippines in 2005 and 2010. ## Early life and background Angelica Locsin Colmenares was born on April 23, 1985, in Santa Maria, Bulacan, to Angelo and Emma Colmenares. Locsin's father was a swimmer who earned a bronze medal when the Philippine team won the 4×200-meter freestyle relay during the 1954 Asian Games in Manila. She has two younger siblings: Ella and Angelo. Locsin is reluctant to publicly discuss her family background; she was estranged from her mother until 2007, and has ties to a noble family in Marawi, Lanao del Sur, through her maternal relatives. Locsin and her siblings were raised by their father, who was later diagnosed with complete blindness. Locsin has said she regrets not being able to financially provide for her father's treatment at the onset of his condition. She shares a close bond with her father and credits him as "instrumental" to her achievements. Locsin was educated at the University of Santo Tomas High School, where she was a member of the varsity swimming team. During this period, she was spotted running errands at SM City North EDSA by a talent scout, who arranged for her to audition for television commercials. After high school, she pursued acting and attended workshops under ABS-CBN's talent management arm Star Magic. She then unsuccessfully auditioned for a role in the teen series G-mik (1999). ## Career ### 2000–2007: Early roles and breakthrough Locsin made her film debut as the young Robina Gokongwei in the 2000 biographical drama Ping Lacson: Super Cop. She then signed a management deal with GMA Network and received her first television part as a series regular in the second season of the teen show Click. She remained with the series from 2002 to 2004. Locsin followed this with guest roles in several television shows, including Ang Iibigin ay Ikaw (2002), Twin Hearts (2003), and Love to Love (2003). She appeared in the second and third installments of the Mano Po film franchise, Mano Po 2: My Home (2002) and Mano Po 3: My Love (2003). Locsin's breakthrough role came as the avian-human hybrid protagonist in the fantasy action series Mulawin (2004). GMA Network executive Redgie Magno initially approached Maxene Magalona for the part, but offered Locsin the role at Magalona's suggestion. Dominic Zapata, the show's director, intended the concept of mythology to be a "break from Tagalized soaps", but also kept its "novelty" focused on the lead characters. The following year, Locsin starred as the titular superhero in the Ravelo Komiks Universe series Darna (2005), based on Mars Ravelo's comics superheroine of the same name. Locsin was initially hesitant about the part because it required her to drop out of Mulawin, and she felt the series would end prematurely if she left. Locsin agreed to the project after network executives convinced her to take the part. She trained in karate, wushu, and street fighting to prepare. The series garnered positive reviews, with praise for Locsin's portrayal; Nestor Torre Jr. of the Philippine Daily Inquirer described the production as modern and trailblazing, and commended Locsin's "strong presence". Similarly, Pepe Diokno, also from the Philippine Daily Inquirer, wrote that "the [show's] success can be attributed to [Locsin], as she attracts every block and wing of Pinoy society." During its premiere, Darna received the highest Nielsen ratings for a Filipino television series pilot episode with a reported 47.1 percent viewership. Later that year, Locsin reprised the role of Alwina in Mulawin's film adaptation. In 2006, Locsin starred as a sorceress in the fantasy series Majika alongside Dennis Trillo. In preparation for the part, she trained extensively in horseback riding with co-star and equestrienne Mikee Cojuangco-Jaworski. The show was a critical disappointment; Torre labeled it "less than magical": "Unfortunately, the show is so visuals-driven that the gifted actors don't really have much opportunity to show what they can do." Locsin was in three releases with Richard Gutierrez from 2006 to 2007. In the first, she starred in Mac Alejandre's romantic comedy I Will Always Love You as the love interest of Gutierrez's character. She then appeared in the fifth installment of the Mano Po film series, Mano Po 5: Gua Ai Di (2006). In the coming-of-age drama The Promise (2007), loosely based on Emily Brontë's 1847 novel Wuthering Heights, Locsin portrayed a woman who falls in love with her adoptive brother. The film and her performance received negative reviews from critics; the Philippine Daily Inquirer thought Locsin's transition to adult roles was rushed, "inadequate" and "embarrassing", while critic Elyas Salanga found the film's narrative "typical" and "cliché". Next, she was cast opposite Robin Padilla in the action adventure series Asian Treasures (2007). She then played a facially disfigured victim of abuse in an episode of the anthology series Maalaala Mo Kaya. Locsin's performance earned her a Star Award for Best Single Performance by an Actress. ### 2008–2012: Established actress Locsin rejected the title role in the television remake of Marimar after signing on to ABS-CBN's 2008 supernatural drama series Lobo. She portrayed Lyka Raymundo, a fledgling lycanthrope caught up in a war between factions of werewolves. She found the project challenging but felt the experience improved her acting methods. She received an International Emmy Award nomination for Best Actress for the series. Set in Bukidnon and Darwin, Northern Territory, the Rory Quintos-directed romantic drama Love Me Again (2009) featured Locsin and Piolo Pascual as ranchers going through financial struggles. Locsin, who is the sole breadwinner of her family, believed certain aspects of her character's life mirrored her own. Film critic Karen Caliwara called Locsin's performance an improvement from her previous releases and found "maturity in her portrayal". In April 2009, she reunited with Quintos for the comedy series remake Only You, based on the eponymous original Korean show. Locsin portrayed the role of Lia Ortega, the daughter of her lycan character in the second installment of the Lobo series, Imortal (2010). In a review of the show, Bayani San Diego of the Philippine Daily Inquirer drew similarities between Imortal's vampire and werewolf fiction and that of The Twilight Saga, he added that "creatures of the dark are all the rage today, given the popularity of True Blood and The Vampire Diaries." Journalist Earl Villanueva, however, commended Locsin's character and storyline for its "easy transition into a logical sequel", and said the series "seems to be on the right track". Locsin's only film appearance in 2011 was in the star-crossed romantic drama In the Name of Love with director Olivia Lamasan, whose collaboration she found gratifying: "I've learned a lot, especially as to how film acting should be done ... How you use your eyes, your position, and how you maximize camera angles ... I didn't know those things before." To prepare for the role of a courtesan, she learned different styles of ballroom dances and trained in pole dance for three months. Critic Julia Allende praised her portrayal, and pairing with Aga Muhlach, describing it as "the most daring she [Locsin] has ever played" and deemed it a "beautifully nuanced performance". Locsin won the Star Award for Best Actress and the Box Office Entertainment Award for Film Actress of the Year for her role. Later that year, Locsin co-starred with Vhong Navarro in the sitcom Toda Max. The romantic comedy Unofficially Yours, directed by Cathy Garcia-Molina, was Locsin's first film release of 2012. Co-starring John Lloyd Cruz, it featured her as a sexually promiscuous journalist afraid of commitment. Although the response to the film was mixed, critics were highly appreciative of Locsin's and Cruz's performances; Bibsy Carballo of The Philippine Star highlighted that "their characterizations are sharp, their dialogue smart and modern", but dismissed the film's plot as unoriginal. Writing for the Philippine Daily Inquirer, Torre found the leads' portrayals to be "earnest" and "committed". The film became Locsin's biggest commercial success to date, earning million (US\$ million) at the box office. The 2012 Metro Manila Film Festival saw the release of One More Try, a family drama about a single mother, played by Locsin, forced to reconnect with her estranged husband to be their son's stem cell donor. Her performance was well-received by critics; film reviewer Mark Ching called it "praise-worthy" and "formidable", while Torre believed her portrayal showed "no such inhibiting problem". Locsin was awarded the Box Office Entertainment, FAMAS, Luna, and Star Award for Best Actress for the role. ### 2013–present: Comedies and reality television In 2013, Locsin featured in the ensemble comedy drama Four Sisters and a Wedding. She starred alongside Bea Alonzo, Shaina Magdayao, and Toni Gonzaga, as siblings with deliberate plans to prevent their brother from getting married. Rito Asilo of the Philippine Daily Inquirer was particularly impressed with her performance, writing, "[Locsin] also does well in a focused portrayal that is devoid of ego and vanity, you can sense her stepping back when the spotlight is on her co-actresses." Rappler's Carljoe Javier opined that Locsin and Alonzo "lent an emotional gravity to the film". Four Sisters and a Wedding was a commercial success, grossing million (US\$ million) at the box office. For the film, Locsin received FAMAS and Star Award nominations for Best Actress. She returned to television playing the lead role in the drama series The Legal Wife (2014). The Philippine Daily Inquirer was critical of the show's "mundane" and "predictable" theme, and Torre found Locsin's acting to be intolerable and "too livid". After a one-year absence on screen, Locsin appeared in three productions in 2016. Her first release was Joyce Bernal's Everything About Her, a comedy drama co-starring Vilma Santos. Stephanie Mayo of the Daily Tribune termed Locsin's and Santos's portrayals as "effortless, natural, and searing"; The Philippine Star lauded the cast's acting as "compelling" and called the film a "finely-crafted family drama". At the Asia-Pacific Film Festival, Locsin won Best Supporting Actress for her performance in the film. She then served as a judge on the fifth season of the reality talent competition show Pilipinas Got Talent, based on the original British show franchise. Her final appearance that year was in The Third Party, a comedy that depicts the complex relationship in a throuple. Asilo dismissed the film as "more derivative than inventive" and stated that Locsin is "weighed down by her pushed, staccato delivery, and relies too much on knee-jerk realizations". Philbert Dy of ClickTheCity.com wrote, "[The film] seems to make its characters cry in lieu of telling their stories, or letting them hash out the complexity of what they're feeling." The final installment of the Lobo series, La Luna Sangre, was Locsin's only screen appearance in 2017. She reprised the part of Lia Ortega from Imortal in the premiere episode, and later returned in a guest role as a vigilante vampire named Jacintha Magsaysay. In January 2018, she returned as a judge for the sixth season of Pilipinas Got Talent. Locsin began 2019 by starring in the spy-action thriller series The General's Daughter, in which she played an indoctrinated military nurse. She volunteered at the Armed Forces of the Philippines General Hospital before filming began, and in preparation, trained in Krav Maga, Muay Thai, and knife fighting. Locsin said of her approach to portraying roles outside mythology genres, "I try to humanize my character. Rhian is not a superhero. She has no powers. She has struggles, she has mistakes, she falls down, she fails, but she doesn't give up." Mozart Pastrano of the Philippine Daily Inquirer wrote of Locsin's performance, "She brought moral gravitas to her role, displaying her luminous looks, as well as uncommon physical stamina and skills." She received a Star Award and a Box Office Entertainment Award for Best Actress. In June 2020, Locsin hosted the public service show Iba Yan. ## Philanthropy and activism Locsin is identified as one of the most involved Filipino celebrities in humanitarian work and civic engagement. She is an active volunteer and an ambassador of the Philippine Red Cross. In the aftermath of typhoons Ketsana (Ondoy) and Parma (Pepeng) in 2009, she joined actress Anne Curtis and organized a fundraising initiative called "Shop & Share" which raised million in emergency assistance for the non-profit organization. She also provided towards ABS-CBN Foundation's Sagip Kapamilya Fund. In 2013, Locsin auctioned her 1970 Chevrolet Chevelle and donated the proceeds to relief efforts for Typhoon Haiyan (Yolanda). After the 2019 Cotabato earthquakes, she facilitated relief operations and contributed million in financial aid. Two years later, Locsin pledged to donate million to the Office of the Vice President of the Philippines to help the victims of Typhoon Rai (Odette). During the COVID-19 pandemic, Locsin and Curtis curated an auction which raised million in support of efforts to administer COVID-19 vaccines in the Philippines. Locsin has advocated for children's education. She has funded scholarships and personally contributed over US\$300,000 to the cause. A vocal supporter of women's rights and gender equality, she has spoken about the stigma women face, "We're still in that stage. It is upsetting that, for me, we still lack efforts to prevent that [stigma] especially in our workplace, to have a comfortable and safe place for women." She also actively supports LGBT rights and describes herself as a "proud ally". In June 2015, she voiced her approval of same-sex marriage, stating, "We should show respect, sensitivity, & compassion to one another ... I'm not going to deny my LGBT friends the protection that straight people get ... think of insurances, healthcare". Locsin has participated in a campaign against domestic violence. In 2020, she partnered with the United States Agency for International Development (USAID) and Lunas Collective, a hotline for survivors and victims of domestic abuse, to raise awareness and promote international cooperation. Locsin first witnessed the plight of the indigenous Lumads during a visit in Marawi, Lanao del Sur, to reconnect with her maternal relatives in 2009, an experience she later credited with having brought her a greater understanding of the situation. In 2015, she voiced her opposition and outrage amidst the violence and extrajudicial killings of the Lumads at the hands of paramilitary forces. During the 2017 siege in Marawi, an estimated 200,000 residents were forced to leave their homes, including 2,500 Lumads. In the following weeks, Locsin travelled to Mindanao and met with internally displaced persons at settlement camps in Baloi, Iligan, and Marawi, where she provided food supplies and financial aid. Locsin has received wide recognition for her humanitarian work. In December 2019, Forbes magazine named her one of Asia's Heroes of Philanthropy for a decade of contributions to various philanthropic causes, and she was appointed an Ambassador for Peace and a Humanitarian Advocate by the Gawad Filipino Awards. She was recognized by Tatler magazine as one of Asia's Leaders of Tomorrow in the publication's annual Gen T list in October 2020. The following year, Locsin received the inaugural Spirit of Philanthropy Award from the Philippine Red Cross. ## Reception and public image Locsin is often regarded by critics as one of the "most sought after leading ladies" on film and television in the Philippines, and has been cited as one of the "greatest movie actresses" in the last decade by Yes! magazine. She has appeared in a range of film genres, but generally played roles in mainstream productions. Media critic James Anarcon praised her for being the rare actress who "allowed herself to be deglamorized". Metro magazine noted that as a young actress on the teen series Click, Locsin plays the "boyish but charming girl-next-door, which is not unlike the star's real down-to-earth persona". Locsin has said she bases her acting approach on her observations of people around her: "I guess part of being an actor is learning how to be sensitive to the needs of people ... I always do research before taking on a role. As a result, I become more aware of what people outside my line of work are going through." Early in her career, Locsin specialized in portraying heroines and mythological characters in fantasy and supernatural genres. Nathalie Tomada of The Philippine Star wrote, "No other actress but [Locsin], who first shot to fame through fantaseryes, can claim a record of strong and kickass female roles as extensive as hers." An interest in portraying an "action figure that departs from the sexy stereotype" has led Locsin to these roles. Locsin asserted, "You should not be limited to certain things". Meanwhile, writer Rommel Llanes dispelled the perception that portraying superheroes could hurt an actor's career, stating that Locsin is one of those exceptions. Her Darna co-star Celia Rodriguez called her "the best ... bar none", saying, "She is perfect for the role. She had the figure for it. She was fearless. She refused to have a double even when portions of her body were badly hurt by the harness." Similarly, The Philippine Star considered Locsin as the "most fitting actress to have slipped on the iconic red suit and crest". Cathy Garcia-Molina, who directed Locsin in La Luna Sangre, and Robin Padilla, her co-star in Asian Treasures, commended her for doing her own stunts. The media has described Locsin as the "real-life Darna" and an "angel in disguise" for her volunteerism and charitable work. Writing for Mega magazine, Rose Estellas lauded her for having the "heart to serve others" and for using her "influence and platform to continuously help and change the lives of Filipinos". Commenting on her off-screen persona, journalist Gerry Plaza wrote that she is "simple, unfiltered, unassuming". Locsin said, "I have no hero complex. I just believe that when there's a will there's a way. I will continue to help in different ways. Helping doesn't always have to involve giving away money." Since her portrayal of the superhero Darna, Locsin has been cited as a sex symbol by many sources, including FHM Philippines who named her the world's sexiest woman in 2005 and 2010. She has been included in Yes! magazine's annual beauty list in 2009, 2014, 2016, and 2018. In December 2011, Locsin received a star on the Philippines Walk of Fame. ## Personal life Locsin was in a relationship with actor Miko Sotto for six months until he died from a falling accident at his high-rise apartment building in Mandaluyong in December 2003. Locsin said of his death: "I had to let go no matter how hard and painful it was ... I have to go on living". From 2005 to 2016, Locsin was romantically involved with high-profile personalities, including Miko Sotto's cousin Oyo Boy Sotto, her Majika co-star Dennis Trillo, former footballer Phil Younghusband, and actor Luis Manzano. In September 2017, Locsin began dating professional poker player and film producer Neil Arce. They became engaged in June 2019 and married two years later in a civil ceremony on July 26, 2021. ## Acting credits and awards According to the box-office site Box Office Mojo, Locsin's most commercially successful films include Love Me Again, In the Name of Love, Unofficially Yours, Four Sisters and a Wedding, and Everything About Her. Locsin has been named Best Supporting Actress at the Asia-Pacific Film Festival for Everything About Her. For her role in One More Try, she was awarded the Box Office Entertainment, FAMAS, Luna and Star Award for Best Actress. She received a Box Office Entertainment and Star Award for In the Name of Love. In addition, for her role in the television series The General's Daughter, she received a Star Award for Best Actress, and won TV Actress of the Year and Best Acting Ensemble in a Drama Series at the Box Office Entertainment Awards.
20,336,287
1994 Atlantic hurricane season
1,166,153,879
Hurricane season in the Atlantic Ocean
[ "1994 Atlantic hurricane season" ]
The 1994 Atlantic hurricane season was the final season in the most recent negative Atlantic multidecadal oscillation period ("low-activity era" or "cold phase") of tropical cyclone formation within the basin. Despite the below average activity, the season was very deadly, with almost 97% of deaths occurring during Hurricane Gordon, a devastating late-season tropical cyclone that severely impacted the Caribbean Sea, the Greater Antilles and the United States, and one of the longest-lived Atlantic hurricanes on record at the time. The season produced seven named tropical cyclones and three hurricanes, a total below the seasonal average. The season officially started on June 1 and ended on November 30, dates which conventionally limit the period during which most tropical cyclones form in the Atlantic Ocean. The first tropical cyclone, Tropical Storm Alberto, developed on June 30, while the last storm, Hurricane Gordon, dissipated on November 21. The season was unusual in that it produced no major hurricanes, which are those of Category 3 status or higher on the Saffir–Simpson hurricane scale. The most intense hurricane, Hurricane Florence, peaked as a Category 2 storm with winds of 110 mph (180 km/h). Aside from Chris, Florence, and Gordon, none of the storms exceeded tropical storm intensity. Tropical Storm Alberto produced significant rainfall and flooding in the Southeastern United States, damaging or destroying over 18,000 homes. In August, Tropical Storm Beryl produced heavy rainfall in Florida, Georgia, South Carolina, and North Carolina, with moderate to heavy rainfall throughout several other states. Beryl caused numerous injuries, many of which occurred from a tornado associated with the tropical storm. Tropical Storm Debby killed nine people in the Caribbean in September. Hurricane Gordon was the most significant storm of the season, causing damage from Costa Rica to North Carolina among its six landfalls. Extreme flooding and mudslides from Gordon caused approximately 1,122 fatalities in Haiti. In addition, a nor'easter in December may have had tropical characteristics, though due to the uncertainty, it was not classified as a tropical system. ## Seasonal forecasts Forecasts of hurricane activity are issued before each hurricane season by noted hurricane experts such as Dr. William M. Gray and his associates at Colorado State University. A normal season, as defined by the National Oceanic and Atmospheric Administration, has six to fourteen named storms, with four to eight of those reaching hurricane strength, and one to three major hurricanes. The 1994 forecast predicted that a total of 10 storms would form, of which six of the storms would reach hurricane status. The forecast also projected that three of the hurricanes would reach major hurricane status. ## Seasonal summary In terms of tropical cyclone activity, the season was below average, with only seven named storms, three hurricanes, and no major hurricanes. Only four other seasons since the start of the satellite era—1968, 1972, 1986, and 2013—did not feature a major hurricane. No storms of hurricane intensity formed within the months of September and October for the first time since reliable records began in the 1940s. However, the month of November did feature two hurricane formations, the first time that occurred since 1980. The low seasonal activity is attributed to the presence of El Niño, which is a global coupled ocean-atmosphere phenomenon. The season officially began on June 1, and ended on November 30. These dates conventionally delimit the period of each year when the majority of tropical cyclones tend to form in the Atlantic Ocean. The season's activity was reflected in a low cumulative accumulated cyclone energy (ACE) rating of 32. ACE is, broadly speaking, a measure of the power of the hurricane multiplied by the length of time it existed, so storms that last a long time, as well as particularly strong hurricanes, have high ACEs. ACE is only calculated for full advisories on tropical systems at or exceeding 34 knots (39 mph; 63 km/h) or tropical storm strength. ## Systems ### Tropical Storm Alberto The first storm of the season formed on June 30 near the western tip of Cuba. Initially tracking westward, the depression turned towards the north, though it remained poorly defined. Early on July 2, the depression organized into Tropical Storm Alberto. Alberto peaked as a tropical storm with winds of 65 mph (105 km/h), and made landfall near Destin, Florida on July 3. The storm quickly weakened to a tropical depression over Alabama as it continued to the northeast, but retained a well-organized circulation. High pressures built to its north and east, causing the remnant tropical depression to stall over northwestern Georgia. It began a westward drift and dissipated over central Alabama on July 7. Alberto triggered some of the worst flooding ever observed across portions of Georgia, Alabama, and Florida. As a result of the storm's slow motion, 27 inches (690 mm) of rain fell in some locations. Due to flash flooding, 33 deaths were reported, primarily in Georgia. Over 18,000 homes were damaged or destroyed, and in excess of 1,000 roads sustained damage. About 900,000 acres (360,000 ha) of crops were affected by the storm, and 218 dams failed. Total damage from the storm amounted to \$1.03 billion (1994 USD). The flooding from Alberto is considered one the worst natural disasters in Georgia's history. ### Tropical Depression Two The origins of the depression were from a broad upper-level trough that extended northeastward from The Bahamas. An area of convection developed near the Bahamas, spawning a low-pressure area on July 19. The next day, the system organized into Tropical Depression Two, after confirmation from the Hurricane Hunters. Upon developing, the depression was poorly organized, with most of the thunderstorms located south of the center. On July 20, the circulation became better organized as the convection increased; however, the depression moved ashore near Georgetown, South Carolina at 1400 UTC without intensifying beyond winds of 35 miles per hour (56 km/h). As it moved inland, it turned to the north, dissipating on July 21 near Charlotte, North Carolina. The remnant low continued northeastward across the northeastern United States, becoming unidentifiable on July 22 while entering Nova Scotia. The depression was never forecast to attain tropical storm status. Officials issued flash flood watches for portions of the southeastern United States. Tropical Depression Two dropped light rainfall throughout the Southeastern United States, the Mid-Atlantic, and parts of New England. It was the first tropical system to make landfall in South Carolina since Hurricane Hugo. Rainfall peaked at 6.84 inches (174 mm) in Hamlet, North Carolina. There were no reports of damage or casualties associated with Tropical Depression Two. ### Tropical Storm Beryl After a slow start to the season, Tropical Storm Beryl formed as a tropical depression on August 14 in the Gulf of Mexico. The center moved slowly and erratically in response to an approaching trough, and after moving towards the north, the storm made landfall near Panama City, Florida as a tropical storm. The weakening storm accelerated towards the north-northeast, and the system was identifiable as a low-pressure system as far north as Connecticut. Tropical Storm Beryl produced heavy rainfall in Florida, Georgia, South Carolina, and North Carolina, with moderate to heavy rainfall throughout several other states. Several rivers from Florida to New York approached or exceeded flood stage. Although no fatalities were directly related to Beryl, several injuries were reported, including 37 due to an associated EF3 tornado that touched down in Lexington, South Carolina. Property damage was estimated at \$73 million (1994 USD). ### Hurricane Chris Hurricane Chris originated from a tropical wave that emerged from the west coast of Africa on August 11 and tracked westward. The associated disturbance organized and was declared a tropical depression on August 16, while Tropical Storm Beryl was over land. The depression intensified into a tropical storm on August 17, and the next day it acquired hurricane intensity. Chris maintained hurricane strength for two days, before increased wind shear caused the cyclone to weaken. The storm remained away from land, passing to the east of Bermuda on August 21, before it merged with an extratropical baroclinic zone to the southeast of Newfoundland. Hurricane Chris dropped 2.83 inches (72 mm) of rain on Bermuda, though no damage or fatalities were reported. ### Tropical Depression Five A tropical wave that was first noted on August 17 tracked westward and reached the Caribbean on August 26. The wave moved across the Yucatán Peninsula, and developed into a tropical depression on August 29 in the Bay of Campeche. Moving west-northwestward, the system remained below tropical storm status, and made landfall near Tampico on August 31. Mexico was affected by rainfall from Tropical Depression Five, which peaked at 16.18 inches (411 mm), while associated moisture from the depression affected San Antonio, Texas. ### Tropical Storm Debby A tropical depression developed from another tropical wave on September 9. Surface observations and ship reports suggested that it developed into Tropical Storm Debby on September 10, despite poor organization evidenced by satellite imagery. Peaking with winds of 70 mph (110 km/h), the storm moved westward through the Leeward Islands and encountered wind shear which limited the storm's intensity and organization. Wind shear caused the system to deteriorate, and the circulation degenerated into a tropical wave on September 11. Tropical Storm Debby killed four people and injured 24 on St. Lucia. Heavy rainfall caused flooding and mudslides, which washed away hillside shacks, eight bridges, and parts of roads. Flood waters were chest-high in some locations, and the storm's winds damaged banana plantations. Mudslides caused by the storm blocked roads, and water supply was disrupted. On Martinique, one person drowned and some towns were flooded. Downed trees made roads impassable, and up to 20,000 people on the island lost power. Three deaths occurred in the Dominican Republic, and a fisherman drowned off of Puerto Rico. Throughout the areas affected by Debby, it is estimated that hundreds of people were homeless. ### Tropical Storm Ernesto A tropical wave exited Africa on September 18 with an area of organized deep convection. The wave was in a series of strong waves that exited Africa later than the climatological peak of the season. Dvorak classifications began on September 21, and later that day the system developed into Tropical Depression Seven about 500 miles (800 km) southwest of Cape Verde. Wind shear was marginally favorable for development, and the depression intensified into Tropical Storm Ernesto on September 22. The next morning, the storm attained its peak intensity, with winds of 60 mph (97 km/h) and a minimum atmospheric pressure of 997 mbar (hPa; 29.53 inHg). After peaking, Ernesto entered an area of increasing wind shear and stronger upper-tropospheric flow, resulting in a steady weakening trend. After most of the convection diminished over the center, the storm weakened to a tropical depression on September 24. Subsequently, it decelerated and turned to a west-northwest drift. The last public advisory was issued on Tropical Depression Ernesto at 2100 UTC September 25, although it did not dissipate until early the next day, about 450 miles (720 km) west of Cape Verde. The remnants continued generally westward, occasionally redeveloping deep convection but never regenerating into a tropical cyclone. The remnants were no longer identifiable by September 29. ### Tropical Depression Eight The eighth depression of the season formed with little convection on September 19 in the southwestern Caribbean. The area of convection lasted for several days moving from northwestern direction to the northeastern. The wave was estimated to have strengthened into Tropical Depression Eight on September 24 near the coast of Honduras. An Air Force aircraft found the depression with a poorly organized circulation and a pressure of 1,007 mbar (29.7 inHg). The depression moved west at 7 to 10 mph (11 to 16 km/h) on September 25. Just before landfall in Belize on September 25, Tropical Depression Eight reached its peak intensity of 35 mph (56 km/h) and 1,004 mbar (29.6 inHg). The depression made landfall in Mexico and dissipated the next day over Guatemala. Reports show that the remnants of Eight became Tropical Depression Ten. The storm dropped heavy precipitation in and around Belize. ### Tropical Depression Nine Tropical Depression Nine started out as a well-defined cloud circulation that moved off the coast of Africa on September 26. The circulation was upgraded to the ninth depression of the 1994 season, 174 miles (280 km) southeast of Cape Verde the next day at 1200 UTC when banding cloud patterns became evident on satellite imagery. The depression moved toward the north-northwest at 12 mph (19 km/h) or less, reaching peak intensity early on September 28, around 0600 UTC, but the LLCC became exposed and the depression lost much of its deep convection later that day. The NHC declared Nine dissipated early on September 29, near Sal in the Cape Verde Islands. ### Tropical Depression Ten The remnants of Tropical Depression Eight persisted over the northwestern Caribbean in late September. Convection increased and organized after a tropical wave reached the area. A circulation soon developed within the low-pressure area. It was estimated that Tropical Depression Ten formed on September 29 at 0600 UTC. A reconnaissance aircraft did not indicate a closed circulation due to the proximity with Cuba, which caused difficulties with satellite intensity estimates. The system was relatively disorganized, potentially moving ashore in western Cuba near Cabo San Antonio. The tropical depression entered the Gulf of Mexico on September 30 as it turned to the northwest. On September 30 at 0600 UTC, the tropical depression attained its peak intensity, winds had reached 35 mph (56 km/h) and the minimum central pressure had dropped down to 1004 mbar. The depression was soon becoming absorbed by a larger non-tropical system in the southern Gulf of Mexico. By 1800 UTC on September 30, Tropical Depression Ten had been completely absorbed by the non-tropical system. Initial predictions from the National Hurricane Center estimated that the depression would rapidly develop into a tropical storm. The depression dropped heavy rainfall in Cuba, reaching 12 inches (300 mm) in a 24-hour period in Giron. Rainfall from the tropical depression in the Florida Keys was around 5 inches (130 mm). The remnants of the depression dropped heavy rains in Florida, causing \$5 million in damage (1994 USD). ### Hurricane Florence After a quiet October, the month of November began with the formation of a subtropical depression on November 2. The storm intensified into a subtropical storm shortly thereafter before weakening to a depression the next day. The subtropical system transitioned into a tropical cyclone about 875 miles (1,408 km) east-southeast of Bermuda, and the depression quickly strengthened into Tropical Storm Florence. Florence rapidly intensified and was upgraded to a hurricane on November 4. The intensification ceased shortly after it started and minor fluctuations in intensity took place over the following three days. Florence was subsequently upgraded to a Category 2 hurricane. A large extratropical system located to the north absorbed the storm on November 8. ### Hurricane Gordon Hurricane Gordon was the final storm of the season. The system formed near Panama in the southwestern Caribbean Sea on November 8. Strengthening into a tropical storm, Gordon wound its way north into the Greater Antilles. Despite warm waters, persistent wind shear prevented significant strengthening. Executing a slow turn to the north and then the northwest, Gordon made two more landfalls, on eastern Jamaica and eastern Cuba. As Tropical Storm Gordon made its fourth landfall crossing the Florida Keys, it interacted with a cyclone in the upper troposphere and a series of cyclonic lows which lent the storm some sub-tropical characteristics. After a few days as an unusual hybrid of a tropical and a subtropical system in the Gulf of Mexico, the storm re-claimed its tropical storm status and it made another landfall across the Florida peninsula and continued into the Atlantic Ocean. In the Atlantic, Gordon rapidly strengthened to a Category 1 hurricane. Gordon's characteristic briefly approached North Carolina, but ultimately the storm headed south, weakening into a minor tropical storm before making its sixth and final landfall on Florida's east coast. Overall, the storm made six separate landfalls. Hurricane Gordon caused heavy damage and 1,122 fatalities in Haiti; the storm's effects extended from Costa Rica to North Carolina in the United States. Over Hispaniola, the persistent southerly flow to the east of the storm, combined with the steep upslope motion of the land, generated prolonged rainfall which triggered disastrous flooding and mudslides. The extreme flooding led to an estimated 1,122 fatalities in Haiti, although some reports indicate that up to 2,000 people died. Six deaths were also reported in Costa Rica. Elsewhere, five fatalities were reported in the Dominican Republic, four in Jamaica, two in Panama, and two in Cuba. In Florida, the storm caused eight fatalities and 43 injuries. In Volusia County, 1,236 buildings reported flood damage. In the state, damage totaled \$400 million (1994 USD). ### Other systems #### October subtropical cyclone A weak and broad frontal low absorbed the remnants of Tropical Depression Ten in the central Gulf of Mexico. The Weather Prediction Center identified the system as a subtropical storm on October 1. The subtropical storm moved across Florida and the Southeastern United States on October 2 and 3; when it reached the Atlantic Coast, it became an extratropical frontal wave. However, the National Hurricane Center does not confirm the existence of the subtropical cyclone. #### Christmas nor'easter In addition to the seven named storms, a nor'easter formed in late December. As it entered the warm waters of the Gulf Stream in the Atlantic Ocean, it began to rapidly intensify, exhibiting signs of tropical development, including the formation of an eye. It attained a pressure of 970 millibars on December 23 and 24, and after moving northward, it came ashore near New York City on Christmas Eve. However, due to the uncertain nature of the storm, the National Hurricane Center (NHC) did not classify it as a tropical cyclone. ## Storm names During the season the following names were used for tropical storms, that formed within the north Atlantic Ocean. These were the same names that had been used during the 1988 season except for Gordon and Joyce, which replaced Gilbert and Joan. The name Gordon was used for the first time this year. Despite Gordon's high death toll and the extensive damage it did, Haiti did not send a representative to the WMO at their meeting the next year; as a result, the name "Gordon" was not retired. As a result, there were no names retired from this list of names and it was subsequently reused during the 2000 season. ## Season effects This is a table of all of the storms that formed in the 1994 Atlantic hurricane season. It includes their duration, names, landfall(s)—denoted by bold location names—damage, and death totals. Deaths in parentheses are additional and indirect (an example of an indirect death would be a traffic accident), but are still related to that storm. Damage and deaths include totals while the storm was extratropical or a wave or low, and all of the damage figures are in 1994 USD. ## See also - Tropical cyclones in 1994 - 1994 Pacific hurricane season - 1994 Pacific typhoon season - 1994 North Indian Ocean cyclone season - South-West Indian Ocean cyclone season: 1993–94, 1994–95 - Australian region cyclone season: 1993–94, 1994–95 - South Pacific cyclone season: 1993–94, 1994–95 - South Atlantic tropical cyclone - Mediterranean tropical-like cyclone
337,140
Capture of Fort Ticonderoga
1,154,682,655
Battle during the American Revolutionary War on May 10, 1775
[ "1775 in the Province of New York", "1775 in the Thirteen Colonies", "Battles and conflicts without fatalities", "Battles involving Great Britain", "Battles involving the United States", "Battles of the American Revolutionary War in New York (state)", "Battles of the Canadian campaign", "Benedict Arnold", "Conflicts in 1775", "Essex County, New York", "Ethan Allen", "New York (state) in the American Revolution", "Vermont in the American Revolution" ]
The capture of Fort Ticonderoga occurred during the American Revolutionary War on May 10, 1775, when a small force of Green Mountain Boys led by Ethan Allen and Colonel Benedict Arnold surprised and captured the fort's small British garrison. The cannons and other armaments at Fort Ticonderoga were later transported to Boston by Colonel Henry Knox in the noble train of artillery and used to fortify Dorchester Heights and break the standoff at the siege of Boston. Capture of the fort marked the beginning of offensive action taken by the Americans against the British. After seizing Ticonderoga, a small detachment captured the nearby Fort Crown Point on May 11. Seven days later, Arnold and 50 men raided Fort Saint-Jean on the Richelieu River in southern Quebec, seizing military supplies, cannons, and the largest military vessel on Lake Champlain. Although the scope of this military action was relatively minor, it had significant strategic importance. It impeded communication between northern and southern units of the British Army, and gave the nascent Continental Army a staging ground for the invasion of Quebec later in 1775. It also involved two larger-than-life personalities in Allen and Arnold, each of whom sought to gain as much credit and honor as possible for these events. Most significantly, in an effort led by Henry Knox, artillery from Ticonderoga was dragged across Massachusetts to the heights commanding Boston Harbor, forcing the British to withdraw from that city. ## Background In 1775, Fort Ticonderoga's location did not appear to be as strategically important as it had been in the French and Indian War, when the French famously defended it against a much larger British force in the 1758 Battle of Carillon, and when the British captured it in 1759. After the 1763 Treaty of Paris, in which the French ceded their North American territories to the British, the fort was no longer on the frontier of two great empires, guarding the principal waterway between them. The French had blown up the fort's powder magazine when they abandoned the fort, and it had fallen further into disrepair since then. In 1775 it was garrisoned by only a small detachment of the 26th Regiment of Foot, consisting of two officers and forty-six men, with many of them "invalids" (soldiers with limited duties because of disability or illness). Twenty-five women and children lived there as well. Because of its former significance, Fort Ticonderoga still had a high reputation as the "gateway to the continent" or the "Gibraltar of America", but in 1775 it was, according to historian Christopher Ward, "more like a backwoods village than a fort." Even before shooting started in the American Revolutionary War, American Patriots were concerned about Fort Ticonderoga. The fort was a valuable asset for several reasons. Within its walls was a collection of heavy artillery including cannons, howitzers, and mortars, armaments that the Americans had in short supply. The fort was situated on the shores of Lake Champlain, a strategically important route between the Thirteen Colonies and the British-controlled northern provinces. British forces placed there would expose the colonial forces in Boston to attack from the rear. After the war began with the Battles of Lexington and Concord on April 19, 1775, the British General Thomas Gage realized the fort would require fortification, and several colonists had the idea of capturing the fort. Gage, writing from the besieged city of Boston following Lexington and Concord, instructed Quebec's governor, General Guy Carleton, to rehabilitate and refortify the forts at Ticonderoga and Crown Point. Carleton did not receive this letter until May 19, well after the fort had been captured. Benedict Arnold had frequently traveled through the area around the fort, and was familiar with its condition, manning, and armaments. En route to Boston following news of the events of April 19, he mentioned the fort and its condition to members of Silas Deane's militia. The Connecticut Committee of Correspondence acted on this information; money was "borrowed" from the provincial coffers and recruiters were sent into northwestern Connecticut, western Massachusetts, and the New Hampshire Grants (now Vermont) to raise volunteers for an attack on the fort. John Brown, an American spy from Pittsfield, Massachusetts who had carried correspondence between revolutionary committees in the Boston area and Patriot supporters in Montreal, was well aware of the fort and its strategic value. Ethan Allen and other Patriots in the disputed New Hampshire Grants territory also recognized the fort's value, as it played a role in the dispute over that area between New York and New Hampshire. Whether either took or instigated action prior to the Connecticut Colony's recruitment efforts is unclear. Brown had notified the Massachusetts Committee of Safety in March of his opinion that Ticonderoga "must be seized as soon as possible should hostilities be committed by the King's Troops." When Arnold arrived outside Boston, he told the Massachusetts Committee of Safety about the cannons and other military equipment at the lightly defended fort. On May 3, the Committee gave Arnold a colonel's commission and authorized him to command a "secret mission", which was to capture the fort. He was issued £100, some gunpowder, ammunition, and horses, and instructed to recruit up to 400 men, march on the fort, and ship back to Massachusetts anything he thought useful. ## Colonial forces assemble Arnold departed immediately after receiving his instructions. He was accompanied by two captains, Eleazer Oswald and Jonathan Brown, who were charged with recruiting the necessary men. Arnold reached the border between Massachusetts and the Grants on May 6, where he learned of the recruitment efforts of the Connecticut Committee, and that Ethan Allen and the Green Mountain Boys were already on their way north. Riding furiously northward (his horse was subsequently destroyed), he reached Allen's headquarters in Bennington the next day. Upon arrival, Arnold was told that Allen was in Castleton, 50 miles (80 km) to the north, awaiting supplies and more men. He was also warned that, although Allen's effort had no official sanction, his men were unlikely to serve under anyone else. Leaving early the next day, Arnold arrived in Castleton in time to join a war council, where he made a case to lead the expedition based on his formal authorization to act from the Massachusetts Committee. The force that Allen had assembled in Castleton included about 100 Green Mountain Boys, about 40 men raised by James Easton and John Brown at Pittsfield, and an additional 20 men from Connecticut. Allen was elected colonel, with Easton and Seth Warner as his lieutenants. When Arnold arrived on the scene, Samuel Herrick had already been sent to Skenesboro and Asa Douglas to Panton with detachments to secure boats. Captain Noah Phelps, a member of the "Committee of War for the Expedition against Ticonderoga and Crown Point", had reconnoitered the fort disguised as a peddler seeking a shave. He saw that the fort walls were dilapidated, learned from the garrison commander that the soldiers' gunpowder was wet, and that they expected reinforcements at any time. He reported this intelligence to Allen, following which they planned a dawn raid. Many of the Green Mountain Boys objected to Arnold's wish to command, insisting that they would go home rather than serve under anyone other than Ethan Allen. Arnold and Allen worked out an agreement, but no documented evidence exists concerning the deal. According to Arnold, he was given joint command of the operation. Some historians have supported Arnold's contention, while others suggest he was merely given the right to march next to Allen. ## Capture of the fort By 11:30 pm on May 9, the men had assembled at Hand's Cove (in what is now Shoreham, Vermont) and were ready to cross the lake to Ticonderoga. Boats did not arrive until 1:30 am, and they were inadequate to carry the whole force. Eighty-three of the Green Mountain Boys made the first crossing with B. Arnold and E. Allen, with Major Asa Douglas going back for the rest. As dawn approached, Allen and Arnold became fearful of losing the element of surprise, so they decided to attack with the men at hand. The only sentry on duty at the south gate fled his post after his musket misfired, and the Americans rushed into the fort. The Patriots then roused the small number of sleeping troops at gunpoint and began confiscating their weapons. Allen, Arnold, and a few other men charged up the stairs toward the officers' quarters. Lieutenant Jocelyn Feltham, the assistant to Captain William Delaplace, was awakened by the noise, and called to wake the captain. Stalling for time, Feltham demanded to know by what authority the fort was being entered. Allen, who later claimed that he said it to Captain Delaplace, replied, "In the name of the Great Jehovah and the Continental Congress!" Delaplace finally emerged from his chambers (fully clothed, not with "his breeches in his hand", as Allen would later say) and surrendered his sword. Nobody was killed in the battle. The only injury was to one American, Gideon Warren, who was slightly injured by a sentry with a bayonet. Eventually, as many as 400 men arrived at the fort, which they plundered for liquor and other provisions. Arnold, whose authority was not recognized by the Green Mountain Boys, was unable to stop the plunder. Frustrated, he retired to the captain's quarters to await forces that he had recruited, reporting to the Massachusetts Provincial Congress that Allen and his men were "governing by whim and caprice" at the fort, and that the plan to strip the fort and send armaments to Boston was in peril. When Delaplace protested the seizure of his private liquor stores, Allen issued him a receipt for the stores, which he later submitted to Connecticut for payment. Arnold's disputes with Allen and his unruly men were severe enough that there were times when some of Allen's men drew weapons. On May 12, Allen sent the prisoners to Connecticut's Governor Jonathan Trumbull with a note saying "I make you a present of a Major, a Captain, and two Lieutenants of the regular Establishment of George the Third." Arnold busied himself over the next few days with cataloging the military equipment at Ticonderoga and Crown Point, a task made difficult by the fact that walls had collapsed on some of the armaments. ## Crown Point and the raid on Fort Saint-Jean Seth Warner sailed a detachment up the lake and captured nearby Fort Crown Point, garrisoned by only nine men. It is widely recorded that this capture occurred on May 10; this is attributed to a letter Arnold wrote to the Massachusetts Committee of Safety on May 11, claiming that an attempt to sail up to Crown Point was frustrated by headwinds. However, Warner claimed, in a letter dated May 12 from "Head Quarters, Crown Point", that he "took possession of this garrison" the day before. It appears likely that, having failed on May 10, the attempt was repeated the next day with success, as reported in Warner's memoir. A small force was also sent to capture Fort George on Lake George, which was held by only two soldiers. Troops recruited by Arnold's captains began to arrive, some after seizing Philip Skene's schooner Katherine and several bateaux at Skenesboro. Arnold rechristened the schooner Liberty. The prisoners had reported that the lone British warship on Lake Champlain was at Fort Saint-Jean, on the Richelieu River north of the lake. Arnold, uncertain whether word of Ticonderoga's capture had reached Saint-Jean, decided to attempt a raid to capture the ship. He had Liberty outfitted with guns, and sailed north with 50 of his men on May 14. Allen, not wanting Arnold to get the full glory for that capture, followed with some of his men in bateaux, but Arnold's small fleet had the advantage of sail, and pulled away from Allen's boats. By May 17, Arnold's small fleet was at the northern end of the lake. Seeking intelligence, Arnold sent a man to reconnoiter the situation at Fort Saint-Jean. The scout returned later that day, reporting that the British were aware of the fall of Ticonderoga and Crown Point, and that troops were apparently on the move toward Saint-Jean. Arnold decided to act immediately. Rowing all night, Arnold and 35 of his men brought their bateaux near the fort. After a brief scouting excursion, they surprised the small garrison at the fort, and seized supplies there, along with HMS Royal George, a seventy-ton sloop-of-war. Warned by their captives that several companies were on their way from Chambly, they loaded the more valuable supplies and cannons on the George, which Arnold renamed the Enterprise. Boats that they could not take were sunk, and the enlarged fleet returned to Lake Champlain. This activity was observed by Moses Hazen, a retired British officer who lived near the fort. Hazen rode to Montreal to report the action to the local military commander, and then continued on to Quebec City, where he reported the news to General Carleton on May 20. Major Charles Preston and 140 men were immediately dispatched from Montreal to Saint-Jean in response to Hazen's warning. Fifteen miles out on the lake, Arnold's fleet met Allen's, which was still heading north. After an exchange of celebratory gunfire, Arnold opened his stores to feed Allen's men, who had rowed 100 miles (160 km) in open boats without provisions. Allen, believing he could seize and hold Fort Saint-Jean, continued north, while Arnold sailed south. Allen arrived at Saint-Jean on May 19, where he was warned that British troops were approaching by a sympathetic Montreal merchant who had raced ahead of those troops on horseback. Allen, after penning a message for the merchant to deliver to the citizens of Montreal, returned to Ticonderoga on May 21, leaving Saint-Jean just as the British forces arrived. In Allen's haste to escape the arriving troops, three men were left behind; one was captured, but the other two eventually returned south by land. ## Aftermath Ethan Allen and his men eventually drifted away from Ticonderoga, especially once the alcohol began to run out, and Arnold largely controlled affairs from a base at Crown Point. He oversaw the fitting of the two large ships, eventually taking command of Enterprise because of a lack of knowledgeable seamen. His men began rebuilding Ticonderoga's barracks, and worked to extract armaments from the rubble of the two forts and build gun carriages for them. Connecticut sent about 1,000 men under Colonel Benjamin Hinman to hold Ticonderoga, and New York also began to raise militia to defend Crown Point and Ticonderoga against a possible British attack from the north. When Hinman's troops arrived in June, there was once again a clash over leadership. None of the communications to Arnold from the Massachusetts committee indicated that he was to serve under Hinman; when Hinman attempted to assert authority over Crown Point, Arnold refused to accept it, as Hinman's instructions only included Ticonderoga. The Massachusetts committee eventually sent a delegation to Ticonderoga. When they arrived on June 22 they made it clear to Arnold that he was to serve under Hinman. Arnold, after considering for two days, disbanded his command, resigned his commission, and went home, having spent more than £1,000 of his own money in the effort to capture the fort. When Congress received news of the events, it drafted a second letter to the inhabitants of Quebec, which was sent north in June with James Price, another sympathetic Montreal merchant. This letter, and other communications from the New York Congress, combined with the activities of vocal American supporters, stirred up the Quebec population in the summer of 1775. When news of the fall of Ticonderoga reached England, Lord Dartmouth wrote that it was "very unfortunate; very unfortunate indeed". ### Repercussions in Quebec News of the capture of Ticonderoga and Crown Point, and especially the raids on Fort Saint-Jean, electrified the Quebec population. Colonel Dudley Templer, in charge of the garrison at Montreal, issued a call on May 19 to raise a militia for defense of the city, and requested Indians living nearby to also take up arms. Only 50 men, mostly French-speaking landowning seigneurs and petty nobility, were raised in and around Montreal, and they were sent to Saint-Jean; no Indians came to their aid. Templer also prevented merchants sympathetic to the American cause from sending supplies south in response to Allen's letter. General Carleton, notified by Hazen of the events on May 20, immediately ordered the garrisons of Montreal and Trois-Rivières to fortify Saint-Jean. Some troops garrisoned at Quebec were also sent to Saint-Jean. Most of the remaining Quebec troops were dispatched to a variety of other points along the Saint Lawrence, as far west as Oswegatchie, to guard against potential invasion threats. Carleton then traveled to Montreal to oversee the defense of the province from there, leaving the city of Quebec in the hands of Lieutenant Governor Hector Cramahé. Before leaving, Carleton prevailed on Monsignor Jean-Olivier Briand, the Bishop of Quebec, to issue his own call to arms in support of the provincial defense, which was circulated primarily in the areas around Montreal and Trois-Rivières. ### Later actions near Ticonderoga In July 1775, General Philip Schuyler began using the fort as the staging ground for the invasion of Quebec that was launched in late August. In the winter of 1775–1776, Henry Knox directed the transportation of the guns of Ticonderoga to Boston. The guns were placed upon Dorchester Heights overlooking the besieged city and the British ships in the harbor, prompting the British to evacuate their troops and Loyalist supporters from the city in March 1776. Benedict Arnold again led a fleet of ships at the Battle of Valcour Island, and played other key roles in thwarting Britain's attempt to recapture the fort in 1776. The British did recapture the fort in July 1777 during the Saratoga campaign, but had abandoned it by November after Burgoyne's surrender at Saratoga. ### Broken communications Although Fort Ticonderoga was not at the time an important military post, its capture had several important results. Rebel control of the area meant that overland communications and supply lines between British forces in Quebec and those in Boston and later New York were severed, so the British military command made an adjustment to their command structure. This break in communication was highlighted by the fact that Arnold, on his way north to Saint-Jean, intercepted a message from Carleton to Gage, detailing the military troop strengths in Quebec. Command of British forces in North America, previously under a single commander, was divided into two commands. General Carleton was given independent command of forces in Quebec and the northern frontier, while General William Howe was appointed Commander-in-Chief of forces along the Atlantic coast, an arrangement that had worked well between Generals Wolfe and Amherst in the French and Indian War. In this war, however, cooperation between the two forces would prove to be problematic and would play a role in the failure of the Saratoga campaign in 1777, as General Howe apparently abandoned an agreed-upon northern strategy, leaving General John Burgoyne without southern support in that campaign. ### War of words between Allen and Arnold Beginning on the day of the fort's capture, Allen and Arnold began a war of words, each attempting to garner for himself as much credit for the operation as possible. Arnold, unable to exert any authority over Allen and his men, began to keep a diary of events and actions, which was highly critical and dismissive of Allen. Allen, in the days immediately after the action, also began to work on a memoir. Published several years later (see Further reading), the memoir fails to mention Arnold at all. Allen also wrote several versions of the events, which John Brown and James Easton brought to a variety of Congresses and committees in New York, Connecticut, and Massachusetts. Randall (1990) claims that Easton took accounts written by both Arnold and Allen to the Massachusetts committee, but conveniently lost Arnold's account on the way, ensuring that Allen's version, which greatly glorified his role in the affair, would be preferred. Smith (1907) indicates that it was highly likely that Easton was interested in claiming Arnold's command for himself. There was clearly no love lost between Easton and Arnold. Allen and Easton returned to Crown Point on June 10 and called a council of war while Arnold was with the fleet on the lake, a clear breach of military protocol. When Arnold, whose men now dominated the garrison, asserted his authority, Easton insulted Arnold, who responded by challenging Easton to a duel. Arnold later reported, "On refusing to draw like a gentleman, he having a [sword] by his side and cases of loaded pistols in his pockets, I kicked him very heartily and ordered him from the Point." ## See also - List of American Revolutionary War battles ## Explanatory notes ## Cited works
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Bivalvia
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Class of molluscs
[ "Bivalves", "Extant Cambrian first appearances", "Mollusc classes", "Taxa named by Carl Linnaeus" ]
Bivalvia (/baɪˈvælviə/), in previous centuries referred to as the Lamellibranchiata and Pelecypoda, is a class of marine and freshwater molluscs that have laterally compressed bodies enclosed by a shell consisting of two hinged parts. As a group, bivalves have no head and they lack some usual molluscan organs, like the radula and the odontophore. The class includes the clams, oysters, cockles, mussels, scallops, and numerous other families that live in saltwater, as well as a number of families that live in freshwater. The majority are filter feeders. The gills have evolved into ctenidia, specialised organs for feeding and breathing. Most bivalves bury themselves in sediment, where they are relatively safe from predation. Others lie on the sea floor or attach themselves to rocks or other hard surfaces. Some bivalves, such as the scallops and file shells, can swim. Shipworms bore into wood, clay, or stone and live inside these substances. The shell of a bivalve is composed of calcium carbonate, and consists of two, usually similar, parts called valves. These are joined together along one edge (the hinge line) by a flexible ligament that, usually in conjunction with interlocking "teeth" on each of the valves, forms the hinge. This arrangement allows the shell to be opened and closed without the two halves detaching. The shell is typically bilaterally symmetrical, with the hinge lying in the sagittal plane. Adult shell sizes of bivalves vary from fractions of a millimetre to over a metre in length, but the majority of species do not exceed 10 cm (4 in). Bivalves have long been a part of the diet of coastal and riparian human populations. Oysters were cultured in ponds by the Romans, and mariculture has more recently become an important source of bivalves for food. Modern knowledge of molluscan reproductive cycles has led to the development of hatcheries and new culture techniques. A better understanding of the potential hazards of eating raw or undercooked shellfish has led to improved storage and processing. Pearl oysters (the common name of two very different families in salt water and fresh water) are the most common source of natural pearls. The shells of bivalves are used in craftwork, and the manufacture of jewellery and buttons. Bivalves have also been used in the biocontrol of pollution. Bivalves appear in the fossil record first in the early Cambrian more than 500 million years ago. The total number of known living species is about 9,200. These species are placed within 1,260 genera and 106 families. Marine bivalves (including brackish water and estuarine species) represent about 8,000 species, combined in four subclasses and 99 families with 1,100 genera. The largest recent marine families are the Veneridae, with more than 680 species and the Tellinidae and Lucinidae, each with over 500 species. The freshwater bivalves include seven families, the largest of which are the Unionidae, with about 700 species. ## Etymology The taxonomic term Bivalvia was first used by Linnaeus in the 10th edition of his Systema Naturae in 1758 to refer to animals having shells composed of two valves. More recently, the class was known as Pelecypoda, meaning "axe-foot" (based on the shape of the foot of the animal when extended). The name "bivalve" is derived from the Latin bis, meaning "two", and valvae, meaning "leaves of a door". ("Leaf" is an older word for the main, movable part of a door. We normally consider this the door itself.) Paired shells have evolved independently several times among animals that are not bivalves; other animals with paired valves include certain gastropods (small sea snails in the family Juliidae), members of the phylum Brachiopoda and the minute crustaceans known as ostracods and conchostracans. ## Anatomy Bivalves have bilaterally symmetrical and laterally flattened bodies, with a blade-shaped foot, vestigial head and no radula. At the dorsal or back region of the shell is the hinge point or line, which contain the umbo and beak and the lower, curved margin is the ventral or underside region. The anterior or front of the shell is where the byssus (when present) and foot are located, and the posterior of the shell is where the siphons are located. With the hinge uppermost and with the anterior edge of the animal towards the viewer's left, the valve facing the viewer is the left valve and the opposing valve the right. Many bivalves such as clams, which appear upright, are evolutionarily lying on their side. ### Mantle and shell The shell is composed of two calcareous valves held together by a ligament. The valves are made of either calcite, as is the case in oysters, or both calcite and aragonite. Sometimes, the aragonite forms an inner, nacreous layer, as is the case in the order Pteriida. In other taxa, alternate layers of calcite and aragonite are laid down. The ligament and byssus, if calcified, are composed of aragonite. The outermost layer of the shell is the periostracum, a thin layer composed of horny conchiolin. The periostracum is secreted by the outer mantle and is easily abraded. The outer surface of the valves is often sculpted, with clams often having concentric striations, scallops having radial ribs and oysters a latticework of irregular markings. In all molluscs, the mantle forms a thin membrane that covers the animal's body and extends out from it in flaps or lobes. In bivalves, the mantle lobes secrete the valves, and the mantle crest secretes the whole hinge mechanism consisting of ligament, byssus threads (where present), and teeth. The posterior mantle edge may have two elongated extensions known as siphons, through one of which water is inhaled, and the other expelled. The siphons retract into a cavity, known as the pallial sinus. The shell grows larger when more material is secreted by the mantle edge, and the valves themselves thicken as more material is secreted from the general mantle surface. Calcareous matter comes from both its diet and the surrounding seawater. Concentric rings on the exterior of a valve are commonly used to age bivalves. For some groups, a more precise method for determining the age of a shell is by cutting a cross section through it and examining the incremental growth bands. The shipworms, in the family Teredinidae have greatly elongated bodies, but their shell valves are much reduced and restricted to the anterior end of the body, where they function as scraping organs that permit the animal to dig tunnels through wood. ### Muscles and ligaments The main muscular system in bivalves is the posterior and anterior adductor muscles. These muscles connect the two valves and contract to close the shell. The valves are also joined dorsally by the hinge ligament, which is an extension of the periostracum. The ligament is responsible for opening the shell, and works against the adductor muscles when the animal opens and closes. Retractor muscles connect the mantle to the edge of the shell, along a line known as the pallial line. These muscles pull the mantle though the valves. In sedentary or recumbent bivalves that lie on one valve, such as the oysters and scallops, the anterior adductor muscle has been lost and the posterior muscle is positioned centrally. In species that can swim by flapping their valves, a single, central adductor muscle occurs. These muscles are composed of two types of muscle fibres, striated muscle bundles for fast actions and smooth muscle bundles for maintaining a steady pull. Paired pedal protractor and retractor muscles operate the animal's foot. ### Nervous system The sedentary habits of the bivalves have meant that in general the nervous system is less complex than in most other molluscs. The animals have no brain; the nervous system consists of a nerve network and a series of paired ganglia. In all but the most primitive bivalves, two cerebropleural ganglia are on either side of the oesophagus. The cerebral ganglia control the sensory organs, while the pleural ganglia supply nerves to the mantle cavity. The pedal ganglia, which control the foot, are at its base, and the visceral ganglia, which can be quite large in swimming bivalves, are under the posterior adductor muscle. These ganglia are both connected to the cerebropleural ganglia by nerve fibres. Bivalves with long siphons may also have siphonal ganglia to control them. #### Senses The sensory organs of bivalves are largely located on the posterior mantle margins. The organs are usually mechanoreceptors or chemoreceptors, in some cases located on short tentacles. The osphradium is a patch of sensory cells located below the posterior adductor muscle that may serve to taste the water or measure its turbidity. Statocysts within the organism help the bivalve to sense and correct its orientation. In the order Anomalodesmata, the inhalant siphon is surrounded by vibration-sensitive tentacles for detecting prey. Many bivalves have no eyes, but a few members of the Arcoidea, Limopsoidea, Mytiloidea, Anomioidea, Ostreoidea, and Limoidea have simple eyes on the margin of the mantle. These consist of a pit of photosensory cells and a lens. Scallops have more complex eyes with a lens, a two-layered retina, and a concave mirror. All bivalves have light-sensitive cells that can detect a shadow falling over the animal. ### Circulation and respiration Bivalves have an open circulatory system that bathes the organs in blood (hemolymph). The heart has three chambers: two auricles receiving blood from the gills, and a single ventricle. The ventricle is muscular and pumps hemolymph into the aorta, and then to the rest of the body. Some bivalves have a single aorta, but most also have a second, usually smaller, aorta serving the hind parts of the animal. The hemolymph usually lacks any respiratory pigment. In the carnivorous genus Poromya, the hemolymph has red amoebocytes containing a haemoglobin pigment. The paired gills are located posteriorly and consist of hollow tube-like filaments with thin walls for gas exchange. The respiratory demands of bivalves are low, due to their relative inactivity. Some freshwater species, when exposed to the air, can gape the shell slightly and gas exchange can take place. Oysters, including the Pacific oyster (Magallana gigas), are recognized as having varying metabolic responses to environmental stress, with changes in respiration rate being frequently observed. ### Digestive system #### Modes of feeding Most bivalves are filter feeders, using their gills to capture particulate food such as phytoplankton from the water. Protobranchs feed in a different way, scraping detritus from the seabed, and this may be the original mode of feeding used by all bivalves before the gills became adapted for filter feeding. These primitive bivalves hold on to the bottom with a pair of tentacles at the edge of the mouth, each of which has a single palp, or flap. The tentacles are covered in mucus, which traps the food, and cilia, which transport the particles back to the palps. These then sort the particles, rejecting those that are unsuitable or too large to digest, and conveying others to the mouth. In more advanced bivalves, water is drawn into the shell from the posterior ventral surface of the animal, passes upwards through the gills, and doubles back to be expelled just above the intake. There may be two elongated, retractable siphons reaching up to the seabed, one each for the inhalant and exhalant streams of water. The gills of filter-feeding bivalves are known as ctenidia and have become highly modified to increase their ability to capture food. For example, the cilia on the gills, which originally served to remove unwanted sediment, have become adapted to capture food particles, and transport them in a steady stream of mucus to the mouth. The filaments of the gills are also much longer than those in more primitive bivalves, and are folded over to create a groove through which food can be transported. The structure of the gills varies considerably, and can serve as a useful means for classifying bivalves into groups. A few bivalves, such as the granular poromya (Poromya granulata), are carnivorous, eating much larger prey than the tiny microalgae consumed by other bivalves. Muscles draw water in through the inhalant siphon which is modified into a cowl-shaped organ, sucking in prey. The siphon can be retracted quickly and inverted, bringing the prey within reach of the mouth. The gut is modified so that large food particles can be digested. The unusual genus, Entovalva, is endosymbiotic, being found only in the oesophagus of sea cucumbers. It has mantle folds that completely surround its small valves. When the sea cucumber sucks in sediment, the bivalve allows the water to pass over its gills and extracts fine organic particles. To prevent itself from being swept away, it attaches itself with byssal threads to the host's throat. The sea cucumber is unharmed. #### Digestive tract The digestive tract of typical bivalves consists of an oesophagus, stomach, and intestine. Protobranch stomachs have a mere sac attached to them while filter-feeding bivalves have elongated rod of solidified mucus referred to as the "crystalline style" projected into the stomach from an associated sac. Cilia in the sac cause the style to rotate, winding in a stream of food-containing mucus from the mouth, and churning the stomach contents. This constant motion propels food particles into a sorting region at the rear of the stomach, which distributes smaller particles into the digestive glands, and heavier particles into the intestine. Waste material is consolidated in the rectum and voided as pellets into the exhalent water stream through an anal pore. Feeding and digestion are synchronized with diurnal and tidal cycles. Carnivorous bivalves generally have reduced crystalline styles and the stomach has thick, muscular walls, extensive cuticular linings and diminished sorting areas and gastric chamber sections. ### Excretory system The excretory organs of bivalves are a pair of nephridia. Each of these consists of a long, looped, glandular tube, which opens into the pericardium, and a bladder to store urine. They also have pericardial glands either line the auricles of the heart or attach to the pericardium, and serve as extra filtration organs. Metabolic waste is voided from the bladders through a nephridiopore near the front of the upper part of the mantle cavity and excreted. ### Reproduction and development The sexes are usually separate in bivalves but some hermaphroditism is known. The gonads and either open into the nephridia, or through a separate pore into a chamber over the gills. The ripe gonads of males and females release sperm and eggs into the water column. Spawning may take place continually or be triggered by environmental factors such as day length, water temperature, or the presence of sperm in the water. Some species are "dribble spawners", releasing gametes during protracted period that can extend for weeks. Others are mass spawners and release their gametes in batches or all at once. Fertilization is usually external. Typically, a short stage lasts a few hours or days before the eggs hatch into trochophore larvae. These later develop into veliger larvae which settle on the seabed and undergo metamorphosis into adults. In some species, such as those in the genus Lasaea, females draw water containing sperm in through their inhalant siphons and fertilization takes place inside the female. These species then brood the young inside their mantle cavity, eventually releasing them into the water column as veliger larvae or as crawl-away juveniles. Most of the bivalve larvae that hatch from eggs in the water column feed on diatoms or other phytoplankton. In temperate regions, about 25% of species are lecithotrophic, depending on nutrients stored in the yolk of the egg where the main energy source is lipids. The longer the period is before the larva first feeds, the larger the egg and yolk need to be. The reproductive cost of producing these energy-rich eggs is high and they are usually smaller in number. For example, the Baltic tellin (Macoma balthica) produces few, high-energy eggs. The larvae hatching out of these rely on the energy reserves and do not feed. After about four days, they become D-stage larvae, when they first develop hinged, D-shaped valves. These larvae have a relatively small dispersal potential before settling out. The common mussel (Mytilus edulis) produces 10 times as many eggs that hatch into larvae and soon need to feed to survive and grow. They can disperse more widely as they remain planktonic for a much longer time. Freshwater bivalves have different lifecycle. Sperm is drawn into a female's gills with the inhalant water and internal fertilization takes place. The eggs hatch into glochidia larvae that develop within the female's shell. Later they are released and attach themselves parasitically to the gills or fins of a fish host. After several weeks they drop off their host, undergo metamorphosis and develop into adults on the substrate. Some of the species in the freshwater mussel family, Unionidae, commonly known as pocketbook mussels, have evolved an unusual reproductive strategy. The female's mantle protrudes from the shell and develops into an imitation small fish, complete with fish-like markings and false eyes. This decoy moves in the current and attracts the attention of real fish. Some fish see the decoy as prey, while others see a conspecific. They approach for a closer look and the mussel releases huge numbers of larvae from its gills, dousing the inquisitive fish with its tiny, parasitic young. These glochidia larvae are drawn into the fish's gills, where they attach and trigger a tissue response that forms a small cyst around each larva. The larvae then feed by breaking down and digesting the tissue of the fish within the cysts. After a few weeks they release themselves from the cysts and fall to the stream bed as juvenile molluscs. ## Comparison with brachiopods Brachiopods are shelled marine organisms that superficially resembled bivalves in that they are of similar size and have a hinged shell in two parts. However, brachiopods evolved from a very different ancestral line, and the resemblance to bivalves only arose because they occupy similar ecological niches. The differences between the two groups are due to their separate ancestral origins. Different initial structures have been adapted to solve the same problems, a case of convergent evolution. In modern times, brachiopods are not as common as bivalves. Both groups have a shell consisting of two valves, but the organization of the shell is quite different in the two groups. In brachiopods, the two valves are positioned on the dorsal and ventral surfaces of the body, while in bivalves, the valves are on the left and right sides of the body, and are, in most cases, mirror images of one other. Brachiopods have a lophophore, a coiled, rigid cartilaginous internal apparatus adapted for filter feeding, a feature shared with two other major groups of marine invertebrates, the bryozoans and the phoronids. Some brachiopod shells are made of calcium phosphate but most are calcium carbonate in the form of the biomineral calcite, whereas bivalve shells are always composed entirely of calcium carbonate, often in the form of the biomineral aragonite. ## Evolutionary history The Cambrian explosion took place around 540 to 520 million years ago (Mya). In this geologically brief period, all the major animal phyla diverged and these included the first creatures with mineralized skeletons. Brachiopods and bivalves made their appearance at this time, and left their fossilized remains behind in the rocks. Possible early bivalves include Pojetaia and Fordilla; these probably lie in the stem rather than crown group. Watsonella and Anabarella are perceived to be (earlier) close relatives of these taxa. Only five genera of supposed Cambrian "bivalves" exist, the others being Tuarangia, Camya and Arhouriella and potentially Buluniella. Bivalve fossils can be formed when the sediment in which the shells are buried hardens into rock. Often, the impression made by the valves remains as the fossil rather than the valves. During the Early Ordovician, a great increase in the diversity of bivalve species occurred, and the dysodont, heterodont, and taxodont dentitions evolved. By the Early Silurian, the gills were becoming adapted for filter feeding, and during the Devonian and Carboniferous periods, siphons first appeared, which, with the newly developed muscular foot, allowed the animals to bury themselves deep in the sediment. By the middle of the Paleozoic, around 400 Mya, the brachiopods were among the most abundant filter feeders in the ocean, and over 12,000 fossil species are recognized. By the Permian–Triassic extinction event 250 Mya, bivalves were undergoing a huge radiation of diversity. The bivalves were hard hit by this event, but re-established themselves and thrived during the Triassic period that followed. In contrast, the brachiopods lost 95% of their species diversity. The ability of some bivalves to burrow and thus avoid predators may have been a major factor in their success. Other new adaptations within various families allowed species to occupy previously unused evolutionary niches. These included increasing relative buoyancy in soft sediments by developing spines on the shell, gaining the ability to swim, and in a few cases, adopting predatory habits. For a long time, bivalves were thought to be better adapted to aquatic life than brachiopods were, outcompeting and relegating them to minor niches in later ages. These two taxa appeared in textbooks as an example of replacement by competition. Evidence given for this included the fact that bivalves needed less food to subsist because of their energetically efficient ligament-muscle system for opening and closing valves. All this has been broadly disproven, though; rather, the prominence of modern bivalves over brachiopods seems due to chance disparities in their response to extinction events. ## Diversity of extant bivalves The adult maximum size of living species of bivalve ranges from 0.52 mm (0.02 in) in Condylonucula maya, a nut clam, to a length of 1,532 millimetres (60.3 in) in Kuphus polythalamia, an elongated, burrowing shipworm. However, the species generally regarded as the largest living bivalve is the giant clam Tridacna gigas, which can grow to a length of 1,200 mm (47 in) and a weight of more than 200 kg (441 lb). The largest known extinct bivalve is a species of Platyceramus whose fossils measure up to 3,000 mm (118 in) in length. In his 2010 treatise, Compendium of Bivalves, Markus Huber gives the total number of living bivalve species as about 9,200 combined in 106 families. Huber states that the number of 20,000 living species, often encountered in literature, could not be verified and presents the following table to illustrate the known diversity: ## Distribution The bivalves are a highly successful class of invertebrates found in aquatic habitats throughout the world. Most are infaunal and live buried in sediment on the seabed, or in the sediment in freshwater habitats. A large number of bivalve species are found in the intertidal and sublittoral zones of the oceans. A sandy sea beach may superficially appear to be devoid of life, but often a very large number of bivalves and other invertebrates are living beneath the surface of the sand. On a large beach in South Wales, careful sampling produced an estimate of 1.44 million cockles (Cerastoderma edule) per acre of beach. Bivalves inhabit the tropics, as well as temperate and boreal waters. A number of species can survive and even flourish in extreme conditions. They are abundant in the Arctic, about 140 species being known from that zone. The Antarctic scallop, Adamussium colbecki, lives under the sea ice at the other end of the globe, where the subzero temperatures mean that growth rates are very slow. The giant mussel, Bathymodiolus thermophilus, and the giant white clam, Calyptogena magnifica, both live clustered around hydrothermal vents at abyssal depths in the Pacific Ocean. They have chemosymbiotic bacteria in their gills that oxidise hydrogen sulphide, and the molluscs absorb nutrients synthesized by these bacteria. Some species are found in the hadal zone, like Vesicomya sergeevi, which occurs at depths of 7600–9530 meters. The saddle oyster, Enigmonia aenigmatica, is a marine species that could be considered amphibious. It lives above the high tide mark in the tropical Indo-Pacific on the underside of mangrove leaves, on mangrove branches, and on sea walls in the splash zone. Some freshwater bivalves have very restricted ranges. For example, the Ouachita creekshell mussel, Villosa arkansasensis, is known only from the streams of the Ouachita Mountains in Arkansas and Oklahoma, and like several other freshwater mussel species from the southeastern US, it is in danger of extinction. In contrast, a few species of freshwater bivalves, including the golden mussel (Limnoperna fortunei), are dramatically increasing their ranges. The golden mussel has spread from Southeast Asia to Argentina, where it has become an invasive species. Another well-travelled freshwater bivalve, the zebra mussel (Dreissena polymorpha) originated in southeastern Russia, and has been accidentally introduced to inland waterways in North America and Europe, where the species damages water installations and disrupts local ecosystems. ## Behaviour Most bivalves adopt a sedentary or even sessile lifestyle, often spending their whole lives in the area in which they first settled as juveniles. The majority of bivalves are infaunal, living under the seabed, buried in soft substrates such as sand, silt, mud, gravel, or coral fragments. Many of these live in the intertidal zone where the sediment remains damp even when the tide is out. When buried in the sediment, burrowing bivalves are protected from the pounding of waves, desiccation, and overheating during low tide, and variations in salinity caused by rainwater. They are also out of the reach of many predators. Their general strategy is to extend their siphons to the surface for feeding and respiration during high tide, but to descend to greater depths or keep their shell tightly shut when the tide goes out. They use their muscular foot to dig into the substrate. To do this, the animal relaxes its adductor muscles and opens its shell wide to anchor itself in position while it extends its foot downwards into the substrate. Then it dilates the tip of its foot, retracts the adductor muscles to close the shell, shortens its foot and draws itself downwards. This series of actions is repeated to dig deeper. Other bivalves, such as mussels, attach themselves to hard surfaces using tough byssus threads made of collagen and elastin proteins. Some species, including the true oysters, the jewel boxes, the jingle shells, the thorny oysters and the kitten's paws, cement themselves to stones, rock or larger dead shells. In oysters the lower valve may be almost flat while the upper valve develops layer upon layer of thin horny material reinforced with calcium carbonate. Oysters sometimes occur in dense beds in the neritic zone and, like most bivalves, are filter feeders. Bivalves filter large amounts of water to feed and breathe but they are not permanently open. They regularly shut their valves to enter a resting state, even when they are permanently submerged. In oysters, for example, their behaviour follows very strict circatidal and circadian rhythms according to the relative positions of the moon and sun. During neap tides, they exhibit much longer closing periods than during spring tides. Although many non-sessile bivalves use their muscular foot to move around, or to dig, members of the freshwater family Sphaeriidae are exceptional in that these small clams climb about quite nimbly on weeds using their long and flexible foot. The European fingernail clam (Sphaerium corneum), for example, climbs around on water weeds at the edges of lakes and ponds; this enables the clam to find the best position for filter feeding. ### Predators and defence The thick shell and rounded shape of bivalves make them awkward for potential predators to tackle. Nevertheless, a number of different creatures include them in their diet. Many species of demersal fish feed on them including the common carp (Cyprinus carpio), which is being used in the upper Mississippi River to try to control the invasive zebra mussel (Dreissena polymorpha). Birds such as the Eurasian oystercatcher (Haematopus ostralegus) have specially adapted beaks which can pry open their shells. The herring gull (Larus argentatus) sometimes drops heavy shells onto rocks in order to crack them open. Sea otters feed on a variety of bivalve species and have been observed to use stones balanced on their chests as anvils on which to crack open the shells. The Pacific walrus (Odobenus rosmarus divergens) is one of the main predators feeding on bivalves in Arctic waters. Shellfish have formed part of the human diet since prehistoric times, a fact evidenced by the remains of mollusc shells found in ancient middens. Examinations of these deposits in Peru has provided a means of dating long past El Niño events because of the disruption these caused to bivalve shell growth. Further changes in shell development due to environmental stress has also been suggested to cause increased mortality in oysters due to reduced shell strength. Invertebrate predators include crustaceans, starfish and octopuses. Crustaceans crack the shells with their pincers and starfish use their water vascular system to force the valves apart and then insert part of their stomach between the valves to digest the bivalve's body. It has been found experimentally that both crabs and starfish preferred molluscs that are attached by byssus threads to ones that are cemented to the substrate. This was probably because they could manipulate the shells and open them more easily when they could tackle them from different angles. Octopuses either pull bivalves apart by force, or they bore a hole into the shell and insert a digestive fluid before sucking out the liquified contents. Certain carnivorous gastropod snails such as whelks (Buccinidae) and murex snails (Muricidae) feed on bivalves by boring into their shells. A dog whelk (Nucella) drills a hole with its radula assisted by a shell-dissolving secretion. The dog whelk then inserts its extendible proboscis and sucks out the body contents of the victim, which is typically a blue mussel. Razor shells can dig themselves into the sand with great speed to escape predation. When a Pacific razor clam (Siliqua patula) is laid on the surface of the beach it can bury itself completely in seven seconds and the Atlantic jackknife clam, Ensis directus, can do the same within fifteen seconds. Scallops and file clams can swim by opening and closing their valves rapidly; water is ejected on either side of the hinge area and they move with the flapping valves in front. Scallops have simple eyes around the margin of the mantle and can clap their valves shut to move sharply, hinge first, to escape from danger. Cockles can use their foot to move across the seabed or leap away from threats. The foot is first extended before being contracted suddenly when it acts like a spring, projecting the animal forwards. In many bivalves that have siphons, they can be retracted back into the safety of the shell. If the siphons inadvertently get attacked by a predator, in some cases they snap off. The animal can regenerate them later, a process that starts when the cells close to the damaged site become activated and remodel the tissue back to its pre-existing form and size. On the other hand in some cases it does not snap off. If the siphon is exposed it is the key for a predatory fish to obtain the entire body. This tactic has been observed against bivalves with an infaunal lifestyle. File shells such as Limaria fragilis can produce a noxious secretion when stressed. It has numerous tentacles which fringe its mantle and protrude some distance from the shell when it is feeding. If attacked, it sheds tentacles in a process known as autotomy. The toxin released by this is distasteful and the detached tentacles continue to writhe which may also serve to distract potential predators. ## Mariculture Oysters, mussels, clams, scallops and other bivalve species are grown with food materials that occur naturally in their culture environment in the sea and lagoons. One-third of the world's farmed food fish harvested in 2010 was achieved without the use of feed, through the production of bivalves and filter-feeding carps. European flat oysters (Ostrea edulis) were first farmed by the Romans in shallow ponds and similar techniques are still in use. Seed oysters are either raised in a hatchery or harvested from the wild. Hatchery production provides some control of the broodstock but remains problematic because disease-resistant strains of this oyster have not yet been developed. Wild spats are harvested either by broadcasting empty mussel shells on the seabed or by the use of long, small-mesh nets filled with mussel shells supported on steel frames. The oyster larvae preferentially settle out on the mussel shells. Juvenile oysters are then grown on in nursery trays and are transferred to open waters when they reach 5 to 6 millimetres (0.20 to 0.24 in) in length. Many juveniles are further reared off the seabed in suspended rafts, on floating trays or cemented to ropes. Here they are largely free from bottom-dwelling predators such as starfish and crabs but more labour is required to tend them. They can be harvested by hand when they reach a suitable size. Other juveniles are laid directly on the seabed at the rate of 50 to 100 kilograms (110 to 220 lb) per hectare. They grow on for about two years before being harvested by dredging. Survival rates are low at about 5%. The Pacific oyster (Crassostrea gigas) is cultivated by similar methods but in larger volumes and in many more regions of the world. This oyster originated in Japan where it has been cultivated for many centuries. It is an estuarine species and prefers salinities of 20 to 25 parts per thousand. Breeding programmes have produced improved stock that is available from hatcheries. A single female oyster can produce 50–80 million eggs in a batch so the selection of broodstock is of great importance. The larvae are grown on in tanks of static or moving water. They are fed high quality microalgae and diatoms and grow fast. At metamorphosis the juveniles may be allowed to settle on PVC sheets or pipes, or crushed shell. In some cases, they continue their development in "upwelling culture" in large tanks of moving water rather than being allowed to settle on the bottom. They then may be transferred to transitional, nursery beds before being moved to their final rearing quarters. Culture there takes place on the bottom, in plastic trays, in mesh bags, on rafts or on long lines, either in shallow water or in the intertidal zone. The oysters are ready for harvesting in 18 to 30 months depending on the size required. Similar techniques are used in different parts of the world to cultivate other species including the Sydney rock oyster (Saccostrea commercialis), the northern quahog (Mercenaria mercenaria), the blue mussel (Mytilus edulis), the Mediterranean mussel (Mytilus galloprovincialis), the New Zealand green-lipped mussel (Perna canaliculus), the grooved carpet shell (Ruditapes decussatus), the Japanese carpet shell (Venerupis philippinarum), the pullet carpet shell (Venerupis pullastra) and the Yesso scallop (Patinopecten yessoensis). Production of bivalve molluscs by mariculture in 2010 was 12,913,199 tons, up from 8,320,724 tons in 2000. Culture of clams, cockles and ark shells more than doubled over this time period from 2,354,730 to 4,885,179 tons. Culture of mussels over the same period grew from 1,307,243 to 1,812,371 tons, of oysters from 3,610,867 to 4,488,544 tons and of scallops from 1,047,884 to 1,727,105 tons. ## Use as food Bivalves have been an important source of food for humans at least since Roman times and empty shells found in middens at archaeological sites are evidence of earlier consumption. Oysters, scallops, clams, ark clams, mussels and cockles are the most commonly consumed kinds of bivalve, and are eaten cooked or raw. In 1950, the year in which the Food and Agriculture Organization (FAO) started making such information available, world trade in bivalve molluscs was 1,007,419 tons. By 2010, world trade in bivalves had risen to 14,616,172 tons, up from 10,293,607 tons a decade earlier. The figures included 5,554,348 (3,152,826) tons of clams, cockles and ark shells, 1,901,314 (1,568,417) tons of mussels, 4,592,529 (3,858,911) tons of oysters and 2,567,981 (1,713,453) tons of scallops. China increased its consumption 400-fold during the period 1970 to 1997. It has been known for more than a century that consumption of raw or insufficiently cooked shellfish can be associated with infectious diseases. These are caused either by bacteria naturally present in the sea such as Vibrio spp. or by viruses and bacteria from sewage effluent that sometimes contaminates coastal waters. As filter feeders, bivalves pass large quantities of water through their gills, filtering out the organic particles, including the microbial pathogens. These are retained in the animals' tissues and become concentrated in their liver-like digestive glands. Another possible source of contamination occurs when bivalves contain marine biotoxins as a result of ingesting numerous dinoflagellates. These microalgae are not associated with sewage but occur unpredictably as algal blooms. Large areas of a sea or lake may change colour as a result of the proliferation of millions of single-cell algae, and this condition is known as a red tide. ### Viral and bacterial infections In 1816 in France, a physician, J. P. A. Pasquier, described an outbreak of typhoid linked to the consumption of raw oysters. The first report of this kind in the United States was in Connecticut in 1894. As sewage treatment programmes became more prevalent in the late 19th century, more outbreaks took place. This may have been because sewage was released through outlets into the sea providing more food for bivalves in estuaries and coastal habitats. A causal link between the bivalves and the illness was not easy to demonstrate because the illness might come on days or even weeks after the ingestion of the contaminated shellfish. One viral pathogen is the Norwalk virus. This is resistant to treatment with chlorine-containing chemicals and may be present in the marine environment even when coliform bacteria have been killed by the treatment of sewage. Since the 1970s, outbreaks of oyster-vectored diseases have occurs throughout the world. The mortality rate of one disease causing bacteria Vibrio vulnificus, was high at 50%. In 1978, an oyster-associated gastrointestinal infection affecting more than 2,000 people occurred in Australia. The causative agent was found to be the Norwalk virus and the epidemic caused major economic difficulties to the oyster farming industry in the country. In 1988, an outbreak of hepatitis A associated with the consumption of inadequately cooked clams (Anadara subcrenata) took place in the Shanghai area of China. An estimated 290,000 people were infected and there were 47 deaths. In the United States and the European Union, since the early 1990s regulations have been in place that are designed to prevent shellfish from contaminated waters entering restaurants. ### Paralytic shellfish poisoning Paralytic shellfish poisoning (PSP) is primarily caused by the consumption of bivalves that have accumulated toxins by feeding on toxic dinoflagellates, single-celled protists found naturally in the sea and inland waters. Saxitoxin is the most virulent of these. In mild cases, PSP causes tingling, numbness, sickness and diarrhoea. In more severe cases, the muscles of the chest wall may be affected leading to paralysis and even death. In 1937, researchers in California established the connection between blooms of these phytoplankton and PSP. The biotoxin remains potent even when the shellfish are well-cooked. In the United States, there is a regulatory limit of 80 μg/g of saxitoxin equivalent in shellfish meat. ### Amnesic shellfish poisoning Amnesic shellfish poisoning (ASP) was first reported in eastern Canada in 1987. It is caused by the substance domoic acid found in certain diatoms of the genus Pseudo-nitzschia. Bivalves can become toxic when they filter these microalgae out of the water. Domoic acid is a low-molecular weight amino acid that is able to destroy brain cells causing memory loss, gastroenteritis, long-term neurological problems or death. In an outbreak in the western United States in 1993, finfish were also implicated as vectors, and seabirds and mammals suffered neurological symptoms. In the United States and Canada, a regulatory limit of 20 μg/g of domoic acid in shellfish meat is set. ## Ecosystem services Ecosystem services provided by marine bivalves in relation to nutrient extraction from the coastal environment have gained increased attention to mitigate adverse effects of excess nutrient loading from human activities, such as agriculture and sewage discharge. These activities damage coastal ecosystems and require action from local, regional, and national environmental management. Marine bivalves filter particles like phytoplankton, thereby transforming particulate organic matter into bivalve tissue or larger faecal pellets that are transferred to the benthos. Nutrient extraction from the coastal environment takes place through two different pathways: (i) harvest/removal of the bivalves – thereby returning nutrients back to land; or (ii) through increased denitrification in proximity to dense bivalve aggregations, leading to loss of nitrogen to the atmosphere. Active use of marine bivalves for nutrient extraction may include a number of secondary effects on the ecosystem, such as filtration of particulate material. This leads to partial transformation of particulate-bound nutrients into dissolved nutrients via bivalve excretion or enhanced mineralization of faecal material. When they live in polluted waters, bivalve molluscs have a tendency to accumulate substances such as heavy metals and persistent organic pollutants in their tissues. This is because they ingest the chemicals as they feed but their enzyme systems are not capable of metabolising them and as a result, the levels build up. This may be a health hazard for the molluscs themselves, and is one for humans who eat them. It also has certain advantages in that bivalves can be used in monitoring the presence and quantity of pollutants in their environment. There are limitations to the use of bivalves as bioindicators. The level of pollutants found in the tissues varies with species, age, size, time of year and other factors. The quantities of pollutants in the water may vary and the molluscs may reflect past rather than present values. In a study near Vladivostok it was found that the level of pollutants in the bivalve tissues did not always reflect the high levels in the surrounding sediment in such places as harbours. The reason for this was thought to be that the bivalves in these locations did not need to filter so much water as elsewhere because of the water's high nutritional content. A study of nine different bivalves with widespread distributions in tropical marine waters concluded that the mussel, Trichomya hirsuta, most nearly reflected in its tissues the level of heavy metals (Pb, Cd, Cu, Zn, Co, Ni, and Ag) in its environment. In this species there was a linear relationship between the sedimentary levels and the tissue concentration of all the metals except zinc. In the Persian Gulf, the Atlantic pearl-oyster (Pinctada radiata) is considered to be a useful bioindicator of heavy metals. Crushed shells, available as a by-product of the seafood canning industry, can be used to remove pollutants from water. It has been found that, as long as the water is maintained at an alkaline pH, crushed shells will remove cadmium, lead and other heavy metals from contaminated waters by swapping the calcium in their constituent aragonite for the heavy metal, and retaining these pollutants in a solid form. The rock oyster (Saccostrea cucullata) has been shown to reduce the levels of copper and cadmium in contaminated waters in the Persian Gulf. The live animals acted as biofilters, selectively removing these metals, and the dead shells also had the ability to reduce their concentration. ## Other uses Conchology is the scientific study of mollusc shells, but the term conchologist is also sometimes used to describe a collector of shells. Many people pick up shells on the beach or purchase them and display them in their homes. There are many private and public collections of mollusc shells, but the largest one in the world is at the Smithsonian Institution, which houses in excess of 20 million specimens. Shells are used decoratively in many ways. They can be pressed into concrete or plaster to make decorative paths, steps or walls and can be used to embellish picture frames, mirrors or other craft items. They can be stacked up and glued together to make ornaments. They can be pierced and threaded onto necklaces or made into other forms of jewellery. Shells have had various uses in the past as body decorations, utensils, scrapers and cutting implements. Carefully cut and shaped shell tools dating back 32,000 years have been found in a cave in Indonesia. In this region, shell technology may have been developed in preference to the use of stone or bone implements, perhaps because of the scarcity of suitable rock materials. The indigenous peoples of the Americas living near the east coast used pieces of shell as wampum. The channeled whelk (Busycotypus canaliculatus) and the quahog (Mercenaria mercenaria) were used to make white and purple traditional patterns. The shells were cut, rolled, polished and drilled before being strung together and woven into belts. These were used for personal, social and ceremonial purposes and also, at a later date, for currency. The Winnebago Tribe from Wisconsin had numerous uses for freshwater mussels including using them as spoons, cups, ladles and utensils. They notched them to provide knives, graters and saws. They carved them into fish hooks and lures. They incorporated powdered shell into clay to temper their pottery vessels. They used them as scrapers for removing flesh from hides and for separating the scalps of their victims. They used shells as scoops for gouging out fired logs when building canoes and they drilled holes in them and fitted wooden handles for tilling the ground. Buttons have traditionally been made from a variety of freshwater and marine shells. At first they were used decoratively rather than as fasteners and the earliest known example dates back five thousand years and was found at Mohenjo-daro in the Indus Valley. Sea silk is a fine fabric woven from the byssus threads of bivalves, particularly the pen shell (Pinna nobilis). It used to be produced in the Mediterranean region where these shells are endemic. It was an expensive fabric and overfishing has much reduced populations of the pen shell. Crushed shells are added as a calcareous supplement to the diet of laying poultry. Oyster shell and cockle shell are often used for this purpose and are obtained as a by-product from other industries. ### Pearls and mother-of-pearl Mother-of-pearl or nacre is the naturally occurring lustrous layer that lines some mollusc shells. It is used to make pearl buttons and in artisan craftwork to make organic jewellery. It has traditionally been inlaid into furniture and boxes, particularly in China. It has been used to decorate musical instruments, watches, pistols, fans and other products. The import and export of goods made with nacre are controlled in many countries under the International Convention of Trade in Endangered Species of Wild Fauna and Flora. A pearl is created in the mantle of a mollusk when an irritant particle is surrounded by layers of nacre. Although most bivalves can create pearls, oysters in the family Pteriidae and freshwater mussels in the families Unionidae and Margaritiferidae are the main source of commercially available pearls because the calcareous concretions produced by most other species have no lustre. Finding pearls inside oysters is a very chancy business as hundreds of shells may need to be pried open before a single pearl can be found. Most pearls are now obtained from cultured shells where an irritant substance has been purposefully introduced to induce the formation of a pearl. A "mabe" (irregular) pearl can be grown by the insertion of an implant, usually made of plastic, under a flap of the mantle and next to the mother-of-pearl interior of the shell. A more difficult procedure is the grafting of a piece of oyster mantle into the gonad of an adult specimen together with the insertion of a shell bead nucleus. This produces a superior, spherical pearl. The animal can be opened to extract the pearl after about two years and reseeded so that it produces another pearl. Pearl oyster farming and pearl culture is an important industry in Japan and many other countries bordering the Indian and Pacific Oceans. ### Symbolism The scallop is the symbol of St James and is called Coquille Saint-Jacques in French. It is an emblem carried by pilgrims on their way to the shrine of Santiago de Compostela in Galicia. The shell became associated with the pilgrimage and came to be used as a symbol showing hostelries along the route and later as a sign of hospitality, food and lodging elsewhere. Roman myth has it that Venus, the goddess of love, was born in the sea and emerged accompanied by fish and dolphins, with Botticelli depicting her as arriving in a scallop shell. The Romans revered her and erected shrines in her honour in their gardens, praying to her to provide water and verdant growth. From this, the scallop and other bivalve shells came to be used as a symbol for fertility. Its depiction is used in architecture, furniture and fabric design and it is the logo of Royal Dutch Shell, the global oil and gas company. ## Bivalvian taxonomies For the past two centuries no consensus has existed on bivalve phylogeny from the many classifications developed. In earlier taxonomic systems, experts used a single characteristic feature for their classifications, choosing among shell morphology, hinge type or gill type. Conflicting naming schemes proliferated due to these taxonomies based on single organ systems. One of the most widely accepted systems was that put forward by Norman D. Newell in Part N of the Treatise on Invertebrate Paleontology, which employed a classification system based on general shell shape, microstructures and hinge configuration. Because features such as hinge morphology, dentition, mineralogy, shell morphology and shell composition change slowly over time, these characteristics can be used to define major taxonomic groups. Since the year 2000, taxonomic studies using cladistical analyses of multiple organ systems, shell morphology (including fossil species) and modern molecular phylogenetics have resulted in the drawing up of what experts believe is a more accurate phylogeny of the Bivalvia. Based upon these studies, a new proposed classification system for the Bivalvia was published in 2010 by Bieler, Carter & Coan. In 2012, this new system was adopted by the World Register of Marine Species (WoRMS) for the classification of the Bivalvia. Some experts still maintain that Anomalodesmacea should be considered a separate subclass, whereas the new system treats it as the order Anomalodesmata, within the subclass Heterodonta. Molecular phylogenetic work continues, further clarifying which Bivalvia are most closely related and thus refining the classification. ### Practical taxonomy of R.C. Moore R.C. Moore, in Moore, Lalicker, and Fischer, 1952, Invertebrate Fossils, gives a practical and useful classification of pelecypods (Bivalvia) even if somewhat antiquated, based on shell structure, gill type, and hinge teeth configuration. Subclasses and orders given are: Subclass:Prionodesmacea : Order : Paleoconcha : Taxodonta: Many teeth (e.g. order Nuculida) : Schizodonta: Big bifurcating teeth (e.g. Trigonia spp.) : Isodonta: Equal teeth (e.g. Spondylus spp.) : Dysodonta: Absent teeth and ligaments joins the valves. Subclass:Teleodesmacea : Order : Heterodonta: Different teeth (e.g. family Cardiidae). [ Lower Ordovician – Recent] : Pachydonta: Large, different, deformed teeth (e.g. rudist spp.). [ Late Jurassic – Upper Cretaceous] : Desmodonta: Hinge-teeth absent or irregular with ligaments (e.g. family Anatinidae). Prionodesmacea have a prismatic and nacreous shell structure, separated mantle lobes, poorly developed siphons, and hinge teeth that are lacking or unspecialized. Gills range from protobranch to eulamellibranch. Teleodesmacea on the other hand have a porcelanous and partly nacreous shell structure; Mantle lobes that are generally connected, well developed siphons, and specialized hinge teeth. In most, gills are eulamellibranch. ### 1935 taxonomy In his 1935 work Handbuch der systematischen Weichtierkunde (Handbook of Systematic Malacology), Johannes Thiele introduced a mollusc taxonomy based upon the 1909 work by Cossmann and Peyrot. Thiele's system divided the bivalves into three orders. Taxodonta consisted of forms that had taxodont dentition, with a series of small parallel teeth perpendicular to the hinge line. Anisomyaria consisted of forms that had either a single adductor muscle or one adductor muscle much smaller than the other. Eulamellibranchiata consisted of forms with ctenidial gills. The Eulamellibranchiata was further divided into four suborders: Schizodonta, Heterodonta, Adapedonta and Anomalodesmata. ### Taxonomy based upon hinge tooth morphology The systematic layout presented here follows Newell's 1965 classification based on hinge tooth morphology (all taxa marked † are extinct) : The monophyly of the subclass Anomalodesmata is disputed. The standard view now is that it resides within the subclass Heterodonta. ### Taxonomy based upon gill morphology An alternative systematic scheme exists using gill morphology. This distinguishes between Protobranchia, Filibranchia and Eulamellibranchia. The first corresponds to Newell's Palaeotaxodonta and Cryptodonta, the second to his Pteriomorphia, with the last corresponding to all other groups. In addition, Franc separated the Septibranchia from his eulamellibranchs because of the morphological differences between them. The septibranchs belong to the superfamily Poromyoidea and are carnivorous, having a muscular septum instead of filamentous gills. ### 2010 taxonomy In May 2010, a new taxonomy of the Bivalvia was published in the journal Malacologia. In compiling this, the authors used a variety of phylogenetic information including molecular analysis, anatomical analysis, shell morphology and shell microstructure as well as bio-geographic, paleobiogeographic and stratigraphic information. In this classification 324 families are recognized as valid, 214 of which are known exclusively from fossils and 110 of which occur in the recent past, with or without a fossil record. This classification has since been adopted by WoRMS. Proposed classification of Class Bivalvia (under the redaction of Rüdiger Bieler, Joseph G. Carter and Eugene V. Coan) (all taxa marked † are extinct) : Grade Euprotobranchia - Order Fordillida : 2 families (2†) - Order Tuarangiida : 1 family (1†) Subclass Heterodonta Infraclass Archiheterodonta - Order Carditida : 4 families Infraclass Euheterodonta - Unassigned Euheterodonta : 4 families - Order Pholadomyida (=Anomalodesmata) : 16 families - Order Myida : 4 families - Order Lucinida : 2 families - Order Venerida : 30 families Subclass Palaeoheterodonta - Order Trigoniida : 16 families (15†) - Order Unionida : 15 families (8†) Subclass Protobranchia - Order Nuculanida : 8 families - Order Nuculida : 3 families (1†) - Order Solemyida : 2 families Subclass Pteriomorphia - Order Arcida : 7 families Infraclass Eupteriomorphia - Order Ostreida : 2 families - Suborder Pectinida : 7 families - Suborder Limida : 1 family - Suborder Mytilida : 1 family - Suborder Pteriida : 4 families
604,244
Anne Hathaway
1,173,764,341
American actress (born 1982)
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Anne Jacqueline Hathaway (born November 12, 1982) is an American actress. Her accolades include an Academy Award, a British Academy Film Award, a Golden Globe Award, and a Primetime Emmy Award. Her films have grossed over \$6.8 billion worldwide, and she appeared on the Forbes Celebrity 100 list in 2009. She was among the world's highest-paid actresses in 2015. Hathaway performed in several plays in high school. As a teenager, she was cast in the television series Get Real (1999–2000) and made her breakthrough by playing the lead role in the Disney comedy The Princess Diaries (2001). After starring in a string of family films, including Ella Enchanted (2004), Hathaway made a transition to adult roles with the 2005 drama Brokeback Mountain. The comedy-drama The Devil Wears Prada (2006), in which she played an assistant to a fashion magazine editor, was her biggest commercial success to that point. She played a recovering addict in the drama Rachel Getting Married (2008), which earned her a nomination for the Academy Award for Best Actress. Hathaway went on to star in several commercially successful films, including the comedy Get Smart (2008), the romances Bride Wars (2009), Valentine's Day (2010), and Love & Other Drugs (2010), and the fantasy film Alice in Wonderland (2010). In 2012, she starred as Catwoman in her highest-grossing film, The Dark Knight Rises, and played Fantine, a prostitute dying of tuberculosis, in the musical Les Misérables, winning the Academy Award for Best Supporting Actress. She has since played a scientist in the science fiction film Interstellar (2014), the owner of a fashion website in the comedy The Intern (2015), a haughty actress in the heist film Ocean's 8 (2018), a con artist in the comedy The Hustle (2019), and Rebekah Neumann in the miniseries WeCrashed (2022). Hathaway has won a Primetime Emmy Award for her voice role in the sitcom The Simpsons, sung for soundtracks, appeared on stage, and hosted events. She supports several charitable causes. She is a board member of the Lollipop Theatre Network, an organization that brings films to children in hospitals, and advocates for gender equality as a UN Women goodwill ambassador. Hathaway is married to actor and businessman Adam Shulman and has two sons with him. ## Early life and background Anne Jacqueline "Annie" Hathaway was born on November 12, 1982, in the Brooklyn borough of New York City. Her father, Gerald, is a labor attorney, and her mother, Kate (née McCauley), is a former actress. Hathaway's maternal grandfather was WIP (AM) Philadelphia radio personality Joe McCauley. Her mother is of Irish descent, and her father has Irish, French, English, and German ancestry. Hathaway was named after Shakespeare's wife. She has an older brother, Michael, and a younger brother, Thomas. When Hathaway was six, the family moved to Millburn, New Jersey, where she was raised. At age eight, when Hathaway watched her mother perform in the first national tour of Les Misérables as Fantine, she instantly became fascinated with the stage, but her parents were not keen on allowing her to pursue an acting career. After this, Kate quit acting to raise Hathaway and her brothers. Hathaway was raised as Roman Catholic with what she considers to be "really strong values" and wished to be a nun during her childhood, but acting was always a high priority for her. Her relationship with the Catholic Church changed at age fifteen, after learning that her older brother was gay. Her family left the church, joining the Episcopal Church because of its acceptance of homosexuality, but they eventually left that too. In 2009, Hathaway described her religious beliefs as "a work in progress". Hathaway attended Brooklyn Heights Montessori School and Wyoming Elementary School in Millburn. She graduated from Millburn High School, where she played soccer and took part in many plays, including Once Upon a Mattress, in which she portrayed Winnifred. Later, she appeared in the plays Jane Eyre and Gigi, at New Jersey's Paper Mill Playhouse. She studied at the American Academy of Dramatic Arts in 1993 and became the first teenager admitted into the Barrow Group Theater Company's acting program. She spent several semesters studying as an English major and political science minor at Vassar College in Poughkeepsie, New York, before transferring to New York University's Gallatin School of Individualized Study. Between 1998 and 1999, Hathaway sang soprano with the All-Eastern U.S. High School Honors Chorus at Carnegie Hall and in plays at Seton Hall Preparatory School in West Orange, New Jersey. Early in her film career, her acting style and appearance would be likened to Judy Garland—whom she cites as one of her favorite actresses—and Audrey Hepburn. Three days after her performance at Carnegie Hall, Hathaway was cast in the short-lived Fox television series Get Real. She played the teenager Meghan Green, alongside Jon Tenney, Debrah Farentino and Jesse Eisenberg. Despite her early success, Hathaway suffered from depression and anxiety as a teenager. However, she said in 2008 that she had since grown from it. She missed her first college semester for the filming of her cinematic debut, The Princess Diaries (2001). According to Hathaway, she never regretted not completing her degree, as she enjoyed being with others who "were trying to grow up". ## Career ### 2001–2004: Early roles and breakthrough The comedy The Princess Diaries and the adventure drama The Other Side of Heaven, both 2001 Disney films, featured Hathaway in lead roles. Based on Meg Cabot's 2000 novel of the same name, the former follows teenage Mia Thermopolis (Hathaway) who discovers that she is the heiress to the throne of the fictional Kingdom of Genovia. Hathaway auditioned for the role during a flight layover on the way to New Zealand. Garry Marshall, the film's director, initially considered Liv Tyler for the role, but cast Hathaway after his granddaughters suggested that she had the best "princess" hair. The film became a major commercial success, grossing \$165 million worldwide. Many critics lauded Hathaway's performance; a BBC critic noted that "Hathaway shines in the title role and generates great chemistry" and The New York Times' Elvis Mitchell found her to be "royalty in the making, a young comic talent with a scramble of features". She earned an MTV Movie Award for Best Breakthrough Female Performance nomination for the role. Hathaway starred with Christopher Gorham in Mitch Davis's The Other Side of Heaven. Inspired by John H. Groberg's memoir In the Eye of the Storm, the film met with mostly negative reviews and was a box-office failure. Owing to the success of The Princess Diaries, People magazine named Hathaway one of its breakthrough stars of 2001. In February 2002, Hathaway starred in the City Center Encores! concert production of Carnival! in her New York City stage debut; she was cast as Lili, an optimistic orphan who falls in love with a magician. Before rehearsing with the full cast, Hathaway trained with a vocal coach for two weeks. She memorized almost all her lines and songs at the first read-through. Critics generally praised her for holding her own against well-known actors and heralded her as a new star. In a positive review of the musical, Charles Isherwood of Variety called Hathaway the highlight of the show and "remarkably unaffected and winning", praising her convincing performance. She won a Clarence Derwent Award for Most Promising Female. Later, Hathaway voiced the audiobook release of the first three books in The Princess Diaries novels. Hathaway portrayed princesses and appeared in family-oriented films over the next three years, subsequently becoming known in mainstream media as a children's role model. After voicing Haru Yoshioka for the English version of The Cat Returns (2002), she starred in Douglas McGrath's comedy-drama Nicholas Nickleby (2002), which opened to positive reviews. However, the film did not enter wide release and failed at the North American box office, totaling less than \$4 million in ticket sales. The fantasy romantic comedy Ella Enchanted (2004), in which Hathaway played the titular character, also performed poorly at the box office. She had first read the book on which the film is based when she was 16, and stated that the script was originally much closer to the source material but did not work as a film, and therefore preferred the picture the way it turned out. It opened to mostly mixed reviews. Hathaway sang three songs on the film's soundtrack, including a duet with singer Jesse McCartney. In 2003, Hathaway turned down the role of Christine Daaé for Joel Schumacher's The Phantom of the Opera (2004), because the production schedule of the film overlapped with The Princess Diaries 2: Royal Engagement (2004). She was initially hesitant and nervous about starring in the sequel, but agreed to it after Marshall convinced her that she was not repeating anything. The film was released in August 2004 to negative reviews, but made \$95.1 million against a \$40 million budget. ### 2005–2008: Transition to adult roles and critical recognition Hathaway began taking on adult roles in an effort to avoid typecasting, remarking that "anybody who was a role model for children needs a reprieve", but noted that "it's lovely to think that my audience is growing up with me". After replacing Tara Strong for the voice role of Red Puckett in Hoodwinked! (2005), she starred in the drama Havoc (2005) as a spoiled socialite, appearing nude in some of its scenes. While the film was thematically different from her previous releases, Hathaway denied that her role was an attempt to be seen as a more mature actress, citing her belief that performing nudity in certain films is merely a part of what her chosen form of art demands of her; because of this belief she does not consider appearing nude in appropriate films to be morally objectionable. The film was not released in theaters in the United States due to unfavorable critical reception. Hathaway starred opposite Heath Ledger and Jake Gyllenhaal in Ang Lee's drama Brokeback Mountain (2005). The film depicts the emotional and sexual relationship between two men married to women, Ennis (Ledger) and Jack (Gyllenhaal); she played Jack's wife, Lureen. Hathaway was originally sent the script with the role of Ennis' wife in mind, but decided to audition for Lureen once she read it. She lied during her audition about her knowledge of riding so that Lee would cast her, but did subsequently take lessons. The film received critical acclaim and several Academy Award nominations. Peter Travers of Rolling Stone wrote that Hathaway "excels at showing Lureen's journey from cutie-pie to hard case", and Todd McCarthy of Variety credited her for "provid[ing] an entertaining contrast in wifely disappointment". Hathaway stated that the content of Brokeback Mountain was more important than its award count, and that making the film made her more aware of the kind of stories she wanted to tell as an actor. At this point, she realized that she wanted to play roles to move audiences or otherwise entertain them so much that they forget about their own lives. In 2006, she starred in David Frankel's comedy-drama The Devil Wears Prada, based on the novel of the same name by Lauren Weisberger. The film saw her play a college graduate who lands a job as co-assistant to the powerful fashion magazine editor Miranda Priestly (played by Meryl Streep). Hathaway was "the ninth choice" for the role, citing this later as an inspiration for people to never give up, and in preparation she volunteered for a few weeks as an assistant at an auction house. She said working on the film made her respect the fashion industry a great deal more than she did previously, though she admitted that her personal style was something she "still can't get right". She and co-star Emily Blunt got so hungry on their weight-loss regimen for the film it made them cry. The Devil Wears Prada received positive reviews; Roger Ebert called Hathaway "a great beauty [...] who makes a convincing career girl" and Rotten Tomatoes found "Streep in top form and Anne Hathaway more than holding her own". The film became her biggest commercial success to that point, grossing more than \$326.5 million worldwide. Hathaway was cast in Knocked Up, but dropped out before filming began and was replaced by Katherine Heigl. According to writer-director Judd Apatow, this happened because Hathaway was uncomfortable with the use of real footage of a woman giving birth; she believed it did not contribute to the film's story. Her sole release of 2007 was the biographical romantic drama Becoming Jane, as the titular English author Jane Austen. A fan of Austen since she was 14, Hathaway prepared for the role by rereading Austen's books and conducting historical research, such as perusing the author's letters; she also learned sign language, calligraphy, dance choreography, and the piano. She moved to England a month prior to filming so as to improve her English accent. She received a British Independent Film Award for Best Actress nomination for the film, although some critics negatively focused on her accent and performance. In October 2008, Hathaway hosted an episode of the NBC late-night sketch comedy Saturday Night Live. She also starred in Peter Segal's film adaptation of Mel Brooks' television series Get Smart, in which she played Agent 99. Considering the role to be "a childhood dream come true", Hathaway learned martial arts and dancing techniques in preparation. While filming an action sequence, she split the flesh of her shin to the bone, which led to her receiving 15 stitches. The film, centering on an analyst who dreams of becoming a real field agent and a better spy, was a financial success. Her following release, the mystery thriller Passengers alongside Patrick Wilson, was a critical and commercial failure. Hathaway then starred in Jonathan Demme's drama Rachel Getting Married as Kym, a young woman who, after being released from drug rehabilitation, returns home for her sister's wedding. She described her character as "narcissistic—downright selfish". Rachel Getting Married premiered at the 2008 Venice and Toronto International Film Festivals, and Hathaway was widely acclaimed for her performance. Peter Travers found her to be "raw and riveting" in the role, adding that she "acts the hell out of it, achieving a state of sorrowful grace". She received Academy Award and Golden Globe Award nominations for Best Actress. ### 2009–2011: Romantic comedies and hosting events Hathaway starred in Bride Wars (2009), which she described as "hideously commercial—gloriously so". The romantic comedy, in which she and Kate Hudson played two best friends who become rivals after their weddings are scheduled on the same day, was a critical failure; it was named among the ten worst chick flicks in history by Time in 2010. Despite this, the film was successful financially and earned Hathaway an MTV Movie Award for Best Female Performance nomination. She played the heroine Viola in a summer 2009 production of Twelfth Night at the Delacorte Theater in New York City. Charles Isherwood opined that Hathaway "dives smoothly and with obvious pleasure into the embrace of a cohesive ensemble cast". For her portrayal of the role, she garnered a nomination for the Drama Desk Award for Outstanding Actress in a Play. In 2010, she also won a Primetime Emmy Award for Outstanding Voice-Over Performance for providing her voice for the episode "Once Upon a Time in Springfield" in The Simpsons. Hathaway voiced different characters in Family Guy in 2010 and 2011. In 2010, Hathaway appeared as a receptionist who dates a clerk (played by Topher Grace) in the ensemble romantic comedy Valentine's Day, directed by Garry Marshall. The film was a commercial success, grossing more than \$215 million worldwide against a budget of \$52 million. Hathaway played the White Queen in Tim Burton's 2010 adaptation of the fantasy novels Alice's Adventures in Wonderland and Through the Looking-Glass alongside Helena Bonham Carter and Johnny Depp. She summed up her character with a caption on a magnet of Happy Bunny holding a knife; "Cute but psycho. Things even out." Hathaway described her interpretation of the White Queen as "a punk-rock vegan pacifist", drawing inspiration from Debbie Harry and the artwork of Dan Flavin. Alice in Wonderland received mixed reviews from critics, who praised the film's visuals but criticized the lack of narrative coherence. Commercially, it grossed \$1 billion to become the second-highest-grossing film of 2010. Hathaway reunited with Jake Gyllenhaal as a free-spirited artist with Parkinson's disease in Edward Zwick's erotic romantic comedy-drama Love & Other Drugs, based on the nonfiction book Hard Sell: The Evolution of a Viagra Salesman by Jamie Reidy. For the role, she spent time with a Parkinson's patient to research the disease, and in preparation for its nude scenes, she watched films of Kate Winslet and Penélope Cruz who, in Hathaway's view, had performed nudity with sensitivity and dignity. She believed these scenes would not discourage socially conservative people from watching the film. Critics generally praised the film's adult romance, but were unenthusiastic about its plot elements. Hathaway's performance, which Ebert called "warm, lovable", earned her a Satellite Award and a nomination for the Golden Globe Award for Best Actress – Comedy or Musical. Together with actor Denzel Washington, Hathaway hosted the Nobel Peace Prize Concert in Oslo, Norway in December 2010. Two months later, she and James Franco hosted the 83rd Academy Awards. Critics were unenthusiastic about their chemistry, but thought Hathaway gave her best and did a better job than Franco, who they felt seemed uninterested. At the 63rd Primetime Emmy Awards, she garnered an Outstanding Variety Special (Live) nomination. In 2011, Hathaway voiced Jewel, a female Spix's macaw from Rio de Janeiro, in the animated film Rio, produced by 20th Century Fox and Blue Sky Studios. The film received generally positive reviews from film critics, who praised the visuals, voice acting and music. A commercial success, it grossed more than \$484 million worldwide against a budget of \$90 million. Later, Hathaway starred alongside Jim Sturgess in Lone Scherfig's One Day, based on David Nicholls' 2009 novel of the same name. The film tells the story of two young people who meet annually for twenty years after they shared a platonic one-night stand together. Hathaway was clandestinely given the script, as One Day was set in Britain, and Scherfig was not looking for any American actresses for the part. After a nonproductive meeting with Scherfig, Hathaway left a list of songs for the director, who after listening to them, cast the actress for the part. Hathaway later expressed regret that she might have inadvertently encouraged misogyny as she did not trust Scherfig as a director, which she felt was because of her gender. Hathaway's Yorkshire accent in the film was considered subpar. Columnist Suzanne Moore, reviewing the film on BBC Radio 4's Front Row, said Hathaway's accents were "all over the shop", adding, "Sometimes she's from Scotland, sometimes she's from New York, you just can't tell". The film itself received polarizing reviews from critics, but became a moderate box office success. ### 2012–2014: Les Misérables and films with Christopher Nolan In 2012, Hathaway's audiobook recording of L. Frank Baum's 1900 novel The Wonderful Wizard of Oz was released at Audible.com and garnered her an Audie Award nomination for Best Solo Narration – Female. She then played the sly, morally ambiguous cat burglar Selina Kyle / Catwoman in The Dark Knight Rises, the final installment in Christopher Nolan's The Dark Knight trilogy. Hathaway auditioned not knowing what part she was being considered for, admitting that she had Harley Quinn in mind but only learned her role after talking with Nolan for an hour. She described it as her most physically demanding assignment to that point, as she had to redouble her efforts in the gym to keep up with the requirements of the role. She trained extensively in martial arts, and looked to Hedy Lamarr in developing her performance as Catwoman. The Dark Knight Rises was critically successful and grossed more than \$1 billion worldwide, becoming the third-highest-grossing film of 2012. IGN reviewer Jim Vejvoda wrote of Hathaway's "magnetic presence", adding that she "imbues her [character] with a wounded spirit and a survivor's edge that makes her feel genuine and sympathetic". She won the Saturn Award for Best Supporting Actress for her performance. Hathaway portrayed Fantine, a prostitute dying of tuberculosis, in Tom Hooper's Les Misérables, a film adaptation of the stage musical of the same name. Footage of the actress singing "I Dreamed a Dream", a song from the film, was shown at the 2012 CinemaCon, where Hooper described her singing as "raw" and "real". In preparation for the role, Hathaway consumed fewer than 500 calories a day to lose 25 pounds (11 kg), researched prostitution, and cut her hair. To adopt her character's mental space alone during production in London, she sent her husband back to the United States; this resulted in her becoming increasingly temperamental. Ann Hornaday of The Washington Post asserted that "the centerpiece of a movie composed entirely of centerpieces belongs to Anne Hathaway, who as the tragic heroine Fantine sings another of the memorable numbers". She won the Academy Award, Golden Globe, Screen Actors Guild and BAFTA Award for Best Supporting Actress. Asked if she was pleased with her performance in the film, Hathaway expressed doubts, replying with "Eh". In January 2013, Hathaway's rendition of "I Dreamed a Dream" reached number 69 on the Billboard Hot 100. After briefly appearing in the romantic comedy Don Jon (2013), Hathaway starred in and co-produced (with her husband and others) Song One. In the drama film, she played an anthropology student who returns home to see her injured brother, Henry (played by Ben Rosenfield), and soon begins a romantic relationship with his favorite musician, James Forester (played by Johnny Flynn). Her character was originally written as a 19-year-old, but Kate Barker-Froyland, the film's writer and director, changed the part to that of an older woman after casting Hathaway. The actress said the reason she decided to produce the film was because of its depiction of the healing power of music and second chances. For the film's soundtrack, she provided her voice for the song "Afraid of Heights". Song One premiered in the U.S. Dramatic Competition at the 30th Sundance Film Festival in January 2014, and released in theaters the following year to mixed reviews from critics. Commercially, the film failed to recoup its \$6 million investment. Hathaway reprised her role as Jewel in the animated film Rio 2—her third film with Jamie Foxx—which was released in 2014. It grossed nearly five times more than its \$103 million budget. Her sole live-action release of 2014 was Christopher Nolan's epic science fiction film Interstellar. Set in a dystopian future where humanity is struggling to survive, the film follows a group of astronauts who travel through a wormhole in search of a new home for mankind. Hathaway played Dr. Amelia Brand, a NASA scientist among the astronauts. With a budget of \$165 million, the high-profile production, co-starring Matthew McConaughey and Jessica Chastain, was filmed mostly using IMAX cameras. Hathaway was drawn to her character's growth from an arrogant to a humbler person. She nearly had hypothermia while filming a water scene in Iceland, because the dry suit she was wearing had not been properly secured. Reviewers for The Independent and Empire found her to be "affecting" as a scientist unable to decide between her professional responsibilities and personal feelings, and credited her for the "soulful nuance" she brought to the part. Interstellar grossed over \$701 million worldwide, and earned Hathaway a nomination for the Saturn Award for Best Actress. ### 2015–2021: Comedic roles and career fluctuations Hathaway began 2015 with an appearance in the first season of the musical reality show Lip Sync Battle. In the episode, she competed against her The Devil Wears Prada co-star Emily Blunt; she lip synced "Love" by Mary J. Blige and "Wrecking Ball" by Miley Cyrus. Nancy Meyers' The Intern was Hathaway's sole film release of 2015. It tells the story of Ben Whittaker (played by Robert De Niro), a 70-year-old widower who becomes a senior intern at an online fashion site run by Jules Ostin (Hathaway). She had aspired to work with De Niro and Meyers, her favorite actor and director, respectively; impressed with the film's story, she auditioned for the third time for a Meyers film. Reviews of the film were generally positive; one in Roger Ebert's website found her to be "extremely appealing" and a reviewer for New York magazine wrote, "The Intern gets off on De Niro's amiability and Hathaway's sweet energy". The film grossed \$194 million worldwide against a \$35 million budget. The 2015 found footage horror film Be My Cat: A Film for Anne, about an aspiring Romanian filmmaker who goes to shocking extremes to convince Hathaway to star in his film, was officially selected and had its North American premiere at the 2016 Nashville Film Festival. Hathaway reprised the role of the White Queen in Alice Through the Looking Glass, the 2016 sequel to Alice in Wonderland. That March, it was reported that she would reprise her role for The Princess Diaries 3; the project was shelved after the death of Garry Marshall, who was set to direct the film. Hathaway is one of several actors featured on Barbra Streisand's 2016 album Encore: Movie Partners Sing Broadway. Along with Daisy Ridley, Hathaway and Streisand performed the song "At The Ballet" from A Chorus Line; she played the role of Maggie, one of a trio of dancers hoping to be cast in an upcoming show. Her final film that year was alongside Jason Sudeikis in Nacho Vigalondo's science fiction black comedy Colossal (2016). Playing an unemployed young writer, Hathaway was the first actress to sign on at a time when the project had no financial backing. She was drawn to the genre-hopping nature of the script, later comparing it to Being John Malkovich (1999), one of her favorite films. The film received positive reviews from critics, but earned only \$4 million at the box office. After a two-year absence from the screen, Hathaway starred as a famous actress in the all-female spin-off of the Ocean's Eleven franchise, Ocean's 8, directed by Gary Ross. Co-starring Sandra Bullock and Cate Blanchett, the film follows a group of criminals who plan to rob the Met Gala. Hathaway found it fun playing someone with an immense ego and saw the role as an opportunity "to lean into all the ridiculous fame nonsense that I've been trying to side-step for all of these years." She hoped that the film would be profitable so that it could debunk claims that female-led films do not succeed commercially. Critics felt that Hathaway "steals the show"; ABC Online's Jason Di Rosso added, "The film's best moments belong to Hathaway as the anxiety-ridden, vain and capricious starlet. She's the only successful meld of comedy and pathos—a victim of the celebrity treadmill who is also capable of outsmarting it." Ocean's 8 was a box office success, grossing over \$297 million worldwide against a \$70 million budget. Hathaway's first two films of 2019—the thriller Serenity and the comedy The Hustle—were poorly received by critics. In the former, she starred alongside her Interstellar costar Matthew McConaughey as a woman who tasks her ex-husband to kill her new abusive husband, a role for which she dyed her hair blonde. The Washington Post dismissed her performance as "cartoonish", adding that her femme fatale character was reminiscent of "a kind of live-action Jessica Rabbit". The latter film was a remake of the 1988 film Dirty Rotten Scoundrels, co-starring Rebel Wilson, which emerged as a sleeper hit. Hathaway next played a woman with bipolar disorder in an episode of the Amazon Prime Video romantic anthology series Modern Love. She then played the wife of Mark Ruffalo's character in Todd Haynes' legal drama Dark Waters, about environmental poisoning committed by the chemical company DuPont. Writing for Variety, Owen Gleiberman termed her supporting performance "a piercing dance of agony and loyalty". Hathaway began the new decade with the political thriller The Last Thing He Wanted (2020), based on the book of the same name by Joan Didion. She considered herself to be an unlikely choice for the part of a headstrong journalist, as it differed from her own "puppy dog" personality. It received negative reviews from critics. She then starred in The Witches, an adaptation of the novel of the same name from director Robert Zemeckis, in which she played an evil witch. The film received mixed reviews from critics, who deemed it inferior to the 1990 adaptation. Hathaway's performances in both films earned her nominations for Worst Actress at the 41st Golden Raspberry Awards. In 2021, she starred in the heist film Locked Down, directed by Doug Liman, which premiered on HBO Max. Set during the COVID-19 pandemic, it co-starred Chiwetel Ejiofor. The film was shot over the course of 18 days with limited resources. She next took on a role in one episode of the Amazon Prime Video anthology series Solos. ### 2022–present: Critical resurgence Hathaway starred opposite Jared Leto in the Apple TV+ miniseries WeCrashed, about the company WeWork; she was also executive producer of the series. It received favorable reviews, with particular praise for Hathaway's portrayal of Rebekah Neumann. Angie Han of The Hollywood Reporter commended her for resisting "the temptation to turn Rebekah into an exaggerated caricature of an entitled woo-woo type, which ultimately only makes Rebekah funnier". Hathaway starred in James Gray's semi-autobiographical period drama Armageddon Time, portraying a character inspired by Gray's mother. David Rooney of The Hollywood Reporter considered it her best performance since Rachel Getting Married, while Owen Gleiberman of Variety praised Hathaway for making her character "at once affectionate and blinkered". The 2023 Sundance Film Festival marked the release of Eileen, a thriller based on Ottessa Moshfegh's novel of the same name, starring Hathaway and Thomasin McKenzie. Hathaway was cast as a glamorous criminal psychologist, and she described the project as "Carol meets Reservoir Dogs". Terming the film a "perverse folie à deux", Ryan Lattanzio of IndieWire believed that "Hathaway has never been better in a role that feels [...] tailor-made for her". At that year's Berlin International Film Festival, Rebecca Miller's romantic comedy She Came to Me, in which Hathaway had a supporting part, was released. Hathaway will next team with Jessica Chastain for the psychological thriller Mothers' Instinct, which will serve as a remake of the 2018 Belgian film of the same name. She will also lead the romantic comedy The Idea of You, based on Robinne Lee's novel of the same name, and will star alongside Michaela Coel in David Lowery's Mother Mary. ## Public image Describing her off-screen persona, John Hiscock of The Daily Telegraph wrote in 2014 that Hathaway is a "well-grounded, friendly young woman with a good sense of humour, a wide smile and an easy-going attitude". Hiscock further opines that, despite considerable success, she has never "gone Hollywood", remaining close with her friends. The authors of the book 365 Style noted Hathaway's girl next door image, and her The Intern director Nancy Meyers says she is "wise beyond her years". The journalist Laura Brown found her to be a "sincere", "warm and funny" woman. After her 2013 awards acceptance speeches for Les Misérables, The Atlantic noted that several media commentators accused her of being "annoying" and making "awkward" jokes. Discussing this, Hathaway explained that she feels anxious when public speaking but has since grown from it and become a more compassionate person. She said regarding her perceived image: "People have this idea of me as just being a very prim, professional girl, which I suppose I am, but I do cut loose and have fun in my life". Remarking upon her performance in Twelfth Night, Charles Isherwood wrote, "on screen or onstage Ms. Hathaway possesses the unmistakable glow of a natural star". An Esquire writer wrote that many of her good performances have been overlooked, describing her career as "subtle brilliance that has largely gone unnoticed". Discussing her career in 2015, Hathaway said that after her breakthrough in The Princess Diaries, she struggled to find serious roles or ones that were not about princesses. According to Judi Gugliemli of People, Hathaway used that fear of being typecast as motivation to build a versatile body of work. Gugliemli believed that her ability to extensively research her roles is the key to her success. A writer for The Daily Telegraph commended her willingness to appear in different genres, ranging from action comedies to dramas. Hathaway aspires to appear in many different films, work with different directors and play diverse roles. She said she would be "lost" without acting and feels lucky to have found it as her profession. A trained stage actress, she prefers performing on stage to film roles and claims to be terrified of acting on camera. "I always assume that every film is my last, and I always assume that I have to go out and convince everybody why they have to hire me. I still audition," she said. Forbes reported that Hathaway was one of the world's highest-paid actresses in 2015, and since 2017, she has been among the highest-grossing actresses of the 21st century. In 2009, she was included on Forbes' annual Celebrity 100 list with earnings of \$7 million, and was invited to join the Academy of Motion Picture Arts and Sciences. As of July 2018, her films have grossed \$6.7 billion worldwide. Profiled as among the world's leading actresses by Vanity Fair, Hathaway, according to Catherine Elsworth of The Daily Telegraph, is pursued both by directors and by cosmetics companies. In January 2008, she joined French luxury perfumes and cosmetics house Lancôme as the face of their fragrance "Magnifique". In 2011, she became the new face of the Italian company Tod's. Hathaway's beauty and sex appeal have been picked up by several media outlets; FHM, People, Maxim, Empire and Entertainment Weekly have included her on their yearly listings of sexiest women. In 2011, Los Angeles Times Magazine listed her as one of the 50 Most Beautiful Women in Film. Elsworth called her in 2008 "the hottest young actress in Hollywood". Hathaway disagreed, insisting that she has a "good girl" image and no sex appeal. She has refused to undergo treatment with Botox, saying she is comfortable in her own skin. ## Activism Hathaway has served as a long-term advocate for the Nike Foundation to raise awareness against child marriage. In July 2006, she spent a week in Nicaragua to help vaccinate children against hepatitis A. She has also traveled to other countries to heed the rights of women and girls, including Kenya and Ethiopia. In 2008, she was honored at Elle's Women in Hollywood tribute and won an award from the Human Rights Campaign for her philanthropy; she was also honored for her work with Step Up Women's Network in 2008. She then teamed up in 2010 with World Bank in a two-year development program The Girl Effect whose mission focuses on helping empower girls in developing and developed nations where one-third of young women are not employed and not in school. In 2013, she provided the narration for Girl Rising, a CNN documentary film, which focused on the power of female education as it followed seven girls around the world who sought to overcome obstacles and follow their dreams. Hathaway serves on the board of the Lollipop Theatre Network and is involved with charities Creative Coalition, St. Jude Children's Research Hospital and the Human Rights Campaign. In 2016, Hathaway was appointed UN Women Goodwill ambassador based on her advocacy for gender equality. The following year, she spoke on International Women's Day in favor of paid parental leave for both men and women. To promote an increased awareness of systemic sexism in the entertainment industry, Hathaway has advocated for greater professional opportunities for women and criticized Hollywood as not being a place of equality. In 2018, she collaborated with 300 women in Hollywood to set up the Time's Up initiative to protect women from harassment and discrimination. ## Political views Hathaway supports abortion-rights movements, gun control and immigrant rights. She has criticized former President Donald Trump for his administration's anti-immigration policies. Hathaway is also a supporter of LGBT rights, and has donated money to organizations which support the legalization of same-sex marriage. She has spoken out against issues such as homophobia, school bullying, transphobia and white privilege, writing in an Instagram post that Black people "fear for their lives daily in America and have done so for generations". During the 2012 United States presidential election, Hathaway supported the presidential campaign of Democratic Party politician Barack Obama. Four years later in 2016, she supported the campaign of fellow Democratic politician Hillary Clinton during that year's presidential election, appearing at a benefit concert at the St. James Theatre in New York City alongside Sienna Miller, Sarah Jessica Parker, Emily Blunt and Helen Mirren in support of the campaign. During the 2020 United States presidential election, she supported Democratic candidate Joe Biden. In 2022, in response to the Russian invasion of Ukraine, Hathaway stated that she was sending her "sincere prayers to the people of Ukraine" and made donations to the Ukrainian Red Cross Society, UNICEF and Save the Children to help Ukrainians affected by the war. She praised the Berlin International Film Festival in 2023 for featuring Ukrainian president Volodymyr Zelenskyy, who gave a televised speech during the opening ceremony. ## Personal life In 2004, Hathaway began a romantic relationship with Italian real estate developer Raffaello Follieri. Follieri's Manhattan-based foundation focused on efforts such as providing vaccinations for children in poor countries. In June 2008, it was investigated by the IRS for failure to file required nonprofit information forms. In June 2008, Follieri was arrested on charges of defrauding investors out of millions of dollars in a scheme in which he posed as the Vatican's real-estate agent. It was reported that the FBI confiscated Hathaway's private journals from Follieri's New York City apartment as part of their ongoing investigation into Follieri's activities. Hathaway was not charged with any crime. In October 2008, after earlier pleading guilty, Follieri was sentenced to four and a half years in prison. In early 2007, Hathaway spoke of her experiences with depression during her teens, saying that she eventually overcame the disorder without medication. In 2008, she began smoking after a stressful summer and the end of her relationship with Follieri. She has credited quitting smoking for the subsequent decline in her stress level and returned to being a vegetarian. Hathaway became a vegan in early 2012, but she quit in 2014. Hathaway married actor and businessman Adam Shulman on September 29, 2012, in Big Sur, California, in a traditional Jewish ceremony. Their first son was born in March 2016. That year, Hathaway purchased an apartment worth \$2.55 million on the Upper West Side of Manhattan, where she lives with Shulman and their son. Hathaway and Shulman sold their wedding photo and donated its profits to same-sex marriage advocacy group Freedom to Marry. They also hosted Freedom to Marry's National Engagement Party, an event which raised \$500,000. In July 2019, Hathaway announced they were expecting their second child together, and opened up about her struggles with conception and infertility. Their second son was born in November 2019. ## Acting credits and awards Hathaway's most acclaimed and highest-grossing films, according to the online portal Box Office Mojo and the review aggregate site Rotten Tomatoes, include The Princess Diaries (2001), Brokeback Mountain (2005), The Devil Wears Prada (2006), Get Smart (2008), Rachel Getting Married (2008), Valentine's Day (2010), Alice in Wonderland (2010), Love and Other Drugs (2010), The Dark Knight Rises (2012), Les Misérables (2012), Interstellar (2014), The Intern (2015), Colossal (2016), and Ocean's 8 (2018). Hathaway has been nominated for two Academy Awards, three Golden Globe Awards, and a British Academy Film Award. She has won an Academy Award, a Golden Globe, a Screen Actors Guild and a BAFTA Award for Best Supporting Actress for Les Misérables. She has also won a Primetime Emmy Award for Outstanding Voice-Over Performance for her voice role in a 2010 episode of The Simpsons. In November 2018, Hathaway was one of 50 nominees for the New Jersey Hall of Fame, an organization that honors contributions to society and the world beyond. In May 2019, Hathaway received a motion pictures star on the Hollywood Walk of Fame for her contributions to the film industry. ## Explanatory notes
41,497,631
JC's Girls
1,146,893,825
21st-century American evangelical organization
[ "2005 establishments in California", "Charities based in California", "Christian organizations based in the United States", "Christian organizations established in 2005", "Christian organizations established in the 21st century", "Christian women's organizations", "Evangelical Christian missions", "Evangelical parachurch organizations", "Evangelicalism in the United States", "Evangelists", "Feminist organizations in the United States", "History of women in California", "Non-profit organizations based in San Diego", "Protestant feminism", "Religious service organizations", "Sex industry in the United States", "Sexuality in Evangelicalism", "Social welfare parachurch organizations", "Volunteer organizations in the United States" ]
JC's Girls (short for Jesus Christ's Girls, also called the JC's Girls Girls Girls Ministry) is an evangelical Christian women's organization in the United States whose members evangelize to female workers in the sex industry. The organization supports women wishing to leave the industry, but does not try to persuade them to do so. The group does not focus upon conversion but rather on communicating its message that Christians exist who are not judging female sex workers and are willing to accept them. The organization also helps both women and men seeking to overcome pornography addiction. The organization was founded by Heather Veitch, who worked as a stripper for four years before becoming a Christian and leaving the sex industry in 1999. She founded JC's Girls on Good Friday in March 2005; it was based at Sandals Church in Riverside, California, with the support of the California Southern Baptist Convention. In January 2006, JC's Girls went to Las Vegas to operate a booth at the AVN Adult Entertainment Expo that received much traffic and news coverage. By 2008, Veitch had moved to Las Vegas and based the organization at Central Christian Church in nearby Henderson, Nevada. The former stripper and call girl Theresa Scher and the social worker Sheri Brown founded the San Diego chapter of JC's Girls at the Rock Church in 2007. Veitch, Scher, and Brown resigned from JC's Girls in 2011, 2012, and 2014 respectively, leaving the leadership of the organization to Laura Bonde. As of 2014, the sole chapter of JC's Girls is in San Diego. Terry Barone, spokesperson for the California Southern Baptist Convention, said that JC's Girls members "are doing what Jesus did ... He ministered to prostitutes and tax collectors." JC's Girls members have been criticized for dressing like sex workers, a look that Veitch said is intended to help women in the sex industry identify with the group. A Baptist minister from San Bernardino, California, criticized JC's Girls for not explicitly encouraging women in the sex industry to quit, and quoted Matthew 6:24, a Bible verse that states that a person cannot serve two masters. In response to the idea that strippers should quit their jobs before attending a church, Veitch said, "Do we ask gluttons to stop eating too much before they come to church?" Philip Sherwell of the Calgary Herald called the evangelism of JC's Girls "America's most unusual Christian outreach operation". ## History ### Background Veitch worked as a stripper for four years in the Las Vegas area and California. After she had appeared in four pornographic films in the softcore and fetish genres—trample fetish specifically—public discussion about the Year 2000 problem and the end of the world caused her to think that she might experience divine judgment for her lifestyle. She then became a Christian, married her boyfriend Jon, started and completed a course in cosmetology, left the sex industry, and became a hairdresser all by September 1999. In 2003, Veitch discovered that a friend of hers who was working as a stripper had died as a result of alcoholism. Veitch began to evangelize to strippers because she wished she had told her friend about the gospel before she died. By 2005, Veitch was working as a hairdresser in Riverside, California. One of her clients was Lori Albee, a housewife with two children and no experience with the sex industry. Veitch told Albee about her friend who had died and to whom she wished she had evangelized. Albee suggested that they start telling other strippers about Jesus. Matt Brown, Veitch's pastor at Sandals Church, arrived for a haircut and Veitch asked him for help to start an organization to minister to sex workers. He was interested. Veitch and Brown started Matthew's House, an organization they founded as "a ministry to help people working in or addicted to the sex industry". They chose the name "Matthew's House" in reference to the Calling of Matthew, a gospel episode in which Jesus eats with sinners at the home of Matthew the Apostle. By 2011, JC's Girls chapters were based in Las Vegas, Nevada; Riverside, California; San Diego, California; Austin, Texas; and Sioux Falls, South Dakota. As of 2014, the San Diego chapter is the sole chapter that remains. ### Riverside chapter On Good Friday in March 2005, Veitch, Albee, and six other women went to a strip club in Riverside and paid for lap dances. Instead of accepting the dances, they talked with the strippers, telling them that they were loved and accepted by God, that churches were composed entirely of sinners, and that they would be welcome there. One of the lap dancers cried and told Albee she had often wanted to go to a church but had never done so because she had thought that she would be rejected. The woman accepted a prayer from Albee and hugged her. Albee would later say that talking with women at the strip club that first day changed her life. Because the volunteers received more positive responses than they had expected, they decided to continue to evangelize at strip clubs. To organize these activities, Veitch and Albee founded JC's Girls, with "JC" standing for Jesus Christ. They made Matthew's House the parent organization, but decided to operate primarily under the name "JC's Girls" because Veitch believed that strippers would not understand the meaning of the name "Matthew's House". Veitch became the head of JC's Girls, and the 17,000-member Sandals Church became the organization's base of operations. The church is part of the California Southern Baptist Convention, which supports JC's Girls. The church gave JC's Girls a \$10,000 budget in its first year. The organization's members continued visiting strip clubs across California, paying for private dances and then evangelizing the strippers. Within six months of its founding, the organization's members had persuaded several strippers to start attending a church and were only once asked to stop. One of these women was fired from a strip club because she started attending Sandals Church, but she continued attending the church, saying that Brown's preaching helped her get through the week. By December 2005, Veitch, Albee, and teacher Tanya Huerter had become the organization's leaders. Two months later, Huerter, who also had no experience with the sex industry, said, "I have a heart for these girls. I believe God created sex for marriage. But God will meet these girls where they are." Veitch, Albee, and Huerter invited Christian women from other churches in the area to volunteer with JC's Girls, and approximately 90 churches responded with interest. JC's Girls received public attention in December 2005, when UK newspaper The Daily Telegraph published an article about the organization's activities. The article prompted additional media coverage from other newspapers, television programs, and radio stations both across the United States and internationally, including news outlets as far away as France and India. Veitch began dividing her time between managing JC's Girls, appearing in the media, and serving as a caregiver for her terminally-ill husband, who had brain cancer. In January 2006, JC's Girls went to Las Vegas to operate a booth at the AVN Adult Entertainment Expo—the largest trade fair for pornography in the United States. The booth was decorated in the style of the booths advertising strip clubs; the women wore sleeveless shirts with the organization's name in sequins. When men attending the convention visited the booth thinking that JC's Girls was a strip club, the women asked them to guess what "JC" meant and gave attendees a sticker reading: "I've been booby-trapped by JC's Girls." JC's Girls told thousands of male attendees about the gospel, distributed more than 200 Bibles wrapped in T-shirts reading "Holy Hottie", and gave out DVDs of a sermon by Brown about pornography addiction. Jesse Jane was one of the women who accepted a Bible. Many convention attendees wished to take pictures with the JC's Girls volunteers. Veitch was interviewed for a variety of media, including a CNN news broadcast and a documentary film by Bill Day, who had previously made the film Missionary Positions about XXXchurch.com, another Christian organization that was operating a booth at the trade fair. Also in January 2006, Brown approved a \$50,000 budget for JC's Girls for the year. By April, seven strippers had attended Sandals Church because of JC's Girls and strippers from across the United States had contacted the organization looking for local churches. In an attempt to dispel accusations that the JC's Girls message might be motivated by jealousy, Veitch lost weight and became more physically fit. She said that she wanted strippers "to know that if I wanted to, I could be a stripper again, but I choose to live my life for the Lord." ### Original website Within the first few months of founding JC's Girls, Veitch, and Albee launched the organization's first official website, which initially received little traffic. Three months later, it had received 40,000 hits. By December 2005, the organization had received messages through its website from pornographic film actors and men with pornography addiction who said that JC's Girls had changed their lives. A slogan on the main page of the website read, "If you are a CHRISTIAN ... See us in ACTION ...". Without asking for payment, Veitch's friend, pornographic film director James DiGiorgio, took glamour photographs of Veitch, Albee, and Huerter for the JC's Girls website. DiGiorgio was not a Christian, but said that he was helping these organizations in order to support their freedom of speech; he said that the sex industry is "always trying to preach freedom of speech [so] anyone in this industry who has a problem with [JC's Girls'] message is a fucking hypocrite. You can't have it both ways." Within a year of the organization's founding, Veitch, Albee, and Huerter were maintaining Myspace pages that they used to offer support, counsel, and advice. By 2008, the JC's Girls website was receiving around 15,000 hits per day. ### Las Vegas chapter In 2008, Veitch told Brown that she believed that the JC's Girls ministry needed to move to Las Vegas, and he responded supportively. By 2008, Veitch had moved to Las Vegas and based the new chapter of JC's Girls at Central Christian Church in nearby Henderson, Nevada, leaving the leadership of the Riverside chapter to Albee. That year, Veitch collaborated with Annie Lobert, a former call girl working with Hookers for Jesus, an organization similar to JC's Girls. The organizations were both represented at that year's AVN Adult Entertainment Expo. The PussyCat Preacher, a documentary film about Veitch's experiences starting JC's Girls, was released that February. The following month, pornographic film actor Sophia Lynn left the sex industry after becoming a Christian; she underwent more than a year of counselling with Veitch through JC's Girls. Veitch had flown to Sioux Falls, South Dakota, to spend a weekend educating Celebrate Community Church about the sex industry. The church soon gave Lynn a job in its office, a scholarship to go to college, and a place to live. Lynn said, "I hope I don't have to wake up from this. I feel like my life has been saved." ### San Diego chapter In San Diego, Theresa Scher, a stripper and call girl, was looking for a way out of the sex industry when she watched a CNN interview with Albee about her work with JC's Girls in Riverside. Scher contacted 1 because they understand from personal experience the situations of the women they are trying to help. By 2011, members of the San Diego chapter of JC's Girls were visiting strip clubs twice each month. They pray before, during, and after each visit and a team of other members pray for them from another location. Carrie Prejean started volunteering with the San Diego chapter of JC's Girls in 2008 and became Miss California USA the following year. At the Miss USA 2009 competition, Prejean became the subject of a controversy because of her response to a question about same-sex marriage. Scher said that the controversy would not affect Prejean's involvement with the organization and that the issue of same-sex marriage was not relevant to the group's activities. Prejean said that in volunteering with JC's Girls, she encountered pornographic models who, through exploitation and abuse, had developed very low self-esteem but who had regained a sense of their own dignity because of their interaction with JC's Girls volunteers. By 2009, approximately 40 women were on the chapter's active evangelism team, and they had given pink Bibles to most of the strippers in San Diego County. They paired these Bibles with other gifts, including lip gloss, necklaces, and lotions, in order to pique the strippers' interest. In August 2010, Brown went to Warsaw, Ohio, to briefly join forces with Anny Donewald, a former stripper and founder of Eve's Angels, an organization similar to JC's Girls. Together, Brown and Donewald negotiated a peace accord between women working at a strip club and members of a local church who had been picketing the club for four years. The strippers had been counter-protesting by dancing in bikinis in front of the church during Sunday services while Tommy George, the club's owner, played music from his car. Brown and Donewald spoke at the church, urging them to stop protesting at the strip club and saying, "It's not our job to tell these women that it's time to get out of there ... Just love them. Let the Holy Spirit draw them out." Brown and Donewald also visited the strip club and spoke with the strippers, two of whom became Christians while continuing to work at the club. The peace accord received much publicity, but the church's members, led by their pastor Bill Dunfee, resumed picketing once Brown had returned to San Diego. George and his club's strippers returned to their counter-protesting. By 2011, several of the strippers JC's Girls members had spoken with in San Diego had begun attending a Bible study hosted by the organization and the chapter had helped one stripper leave the sex industry and gain unrelated employment. In March 2011, the chapter sent a delegation to Adultcon at the Los Angeles Convention Center, where Scher and Brown spoke with conference attendees and offered them prayer. That July, Veitch resigned from JC's Girls so she could spend more time with her family, handing the leadership of the organization to Scher and Brown. In June 2012, Scher gave up her co-leadership of the organization to focus on her family, leaving the leadership to Brown. By 2013, the organization had established guidelines regulating the transition of women from the sex industry into participation in the evangelistic activities of JC's Girls. The woman must consistently attend a Bible study for four months, read Francine Rivers' book Redeeming Love, and be interviewed by the chapter's leaders, who then decide whether the woman should join the organization's outreach team. These guidelines were established because some women who had quickly gone from working in the sex industry to evangelizing with JC's Girls soon left the organization and returned to the sex industry. Brown left JC's Girls in April 2014 and Laura Bonde took over leadership of the organization. ## Programs JC's Girls, also called the JC's Girls Girls Girls Ministry, is an evangelical organization that calls itself "a biblically-based Christian ministry". JC's Girls is less focused on seeking conversions than on communicating the message to women in the sex industry that Christians exist who are willing to non-judgmentally accept them. Initially, the organization focused on evangelizing to strippers and erotic dancers, but later began to engage with women in other areas of the sex industry, such as softcore pornographic models and call girls. The organization also diversified to support people with pornography addiction. Members of the organization evangelize at adult entertainment conventions and strip clubs. Out of a belief that many women in the sex industry have been spiritually abused by Christians trying to frighten them out of the sex industry with warnings of damnation, JC's Girls focuses on telling these women that God loves them. JC's Girls volunteers tell the women about the gospel but do not try to persuade them to leave the sex industry; the organization recognizes that is often not financially viable for women in the sex industry to immediately sacrifice their employment. JC's Girls connects female sex workers with churches the organization believes to be non-judgmental, hoping that the women will experience the love of Christ through these churches and that they will thereby eventually have the support and strength they need to leave the industry. Prior to referring a woman to a church, JC's Girls puts the church through a formal approval process to ensure that the church will not be judgmental. If women express a desire to leave the sex industry, JC's Girls attempts to support them in doing so. JC's Girls aims to convey to women in the sex industry that Jesus loves them, that they are beautiful, and that they have dignity. Its volunteers often style themselves with eyelash extensions, stiletto heels, skinny jeans, skin-tight T-shirts, and backcombed hair to convey the message that such things are, in their view, not sinful. ## Reception When JC's Girls first started receiving funds from Sandals Church in 2005, some of the church's members were displeased that their tithes and offerings were being given to strip clubs. In 2006, Brown said that funding the activities of JC's Girls was worthwhile because the sex industry "has been largely ignored by the evangelical church," and the budget allotted to JC's Girls is small compared to the money made by the sex industry. Sandals Church members were also concerned that ministering to strippers would be ineffective. Brown responded by referring to Veitch's conversion, suggesting that other strippers could have similar experiences. Terry Barone of the California Southern Baptist Convention asserted that JC's Girls members "are doing what Jesus did ... He ministered to prostitutes and tax collectors." Brown said that the most common complaint that he received about JC's Girls was "the way Heather Veitch looks... her breasts are too big, and she looks too much like a stripper", a complaint to which he responded that "God can use any individual to change the world". Veitch said in 2008 that Christians commonly say that JC's Girls dress like sex workers, but she said that the look is intended to help women in the sex industry identify with the group. Annie Lobert of Hookers for Jesus, a similar group that collaborates with JC's Girls, said around the same time that Christians make the same kind of comments about her and her ministry—"They say my T-shirt is too tight", said Lobert, "but, hey, when in Vegas, do as Vegas does". Controversy regarding his involvement with JC's Girls threatened to lose Brown his church facility on the California Baptist University campus, but the church united in support of JC's Girls and remained in the same location. Barone said that Baptists might find viewing the JC's Girls website awkward, but that it was not intended for them. Stephen Clark of the Los Angeles Times called it "an edgy website [with] provocative appeals." Sarah Sumner, author of Men and Women in the Church, said in Bill Day's 2008 documentary film The Pussycat Preacher that some Christians might oppose the female-led JC's Girls because of 1 Timothy 2:12, a Bible verse that can be interpreted as restricting positions of authority in church to men. Brown said elsewhere in the film that it made more sense for women to lead JC's Girls "because a woman would be the most welcome in the industry". In its first year, JC's Girls was criticized for allowing DiGiorgio to take glamorous photographs of Veitch, Albee and Huerter for their website. Veitch responded to this criticism with the assertion that "it is not a sin to be attractive or dress cute," and that the photographs were intended to persuade women in the sex industry to dismiss the idea that Christianity is about "being locked up in a house with a Bible." DiGiorgio said that JC's Girls is correct in believing that many women in the sex industry need to be rescued from self-destructive behavior, but he did not think that encouraging the women to become Christians would necessarily help them. The Family Research Council, an American Christian lobbying organization, has endorsed JC's Girls. In his 2013 book Evangelicals and the Arts in Fiction, writer John Weaver writes that science fiction writer Robert A. Heinlein wrote about evangelicals as being sexually repressed and eventually undergoing a sexual revolution. Weaver offers JC's Girls and XXXchurch.com as evidence that Heinlein's fiction is becoming a reality. By 2007, adherents of UFO religion Raëlism had responded to JC's Girls by forming "Raël's Girls", an organization with a similar outreach program but a very different message, encouraging sex workers to try to maximize their own sexual pleasure while serving clients. In 2006, a Baptist minister from San Bernardino, California, criticized JC's Girls for not explicitly encouraging women in the sex industry to quit. He commended Veitch "for her zeal and desire to reach the lost for Christ", but asked, "How can you stay in the industry and have a relationship with God?", and quoted Matthew 6:24, a Bible verse that states that a person cannot serve two masters. In response to the idea that strippers should quit their jobs before attending a church, Veitch said, "Do we ask gluttons to stop eating too much before they come to church?" At the 2006 AVN Adult Entertainment Expo, photographer Michael Grecco photographed Veitch, Albee, and Huerter and included the image in his 2007 book Naked Ambition: An R Rated Look at an X Rated Industry. In the image caption, he called the trio a "devout Christian trinity". Philip Sherwell of the Calgary Herald called the organization's evangelism "America's most unusual Christian outreach operation". A journalist for UK newspaper The Observer compared JC's Girls to XXXchurch.com, writing in 2006 that both of "these ministries are in some way reforming the church as well as their would-be followers."
799,881
Early Netherlandish painting
1,171,274,802
Work of artists active in the Low Countries during the 15th- and 16th-century Northern Renaissance
[ "15th-century paintings", "16th-century paintings", "Artists from the Spanish Netherlands", "Burgundian Netherlands", "Early Netherlandish painting", "Flemish Renaissance painters", "Gothic art", "Medieval art", "Netherlandish Gothic art", "Netherlandish Renaissance art", "Netherlandish art", "Northern Renaissance" ]
Early Netherlandish painting, is the body of work by artists active in the Burgundian and Habsburg Netherlands during the 15th- and 16th-century Northern Renaissance period, once known as the Flemish Primitives. It flourished especially in the cities of Bruges, Ghent, Mechelen, Leuven, Tournai and Brussels, all in present-day Belgium. The period begins approximately with Robert Campin and Jan van Eyck in the 1420s and lasts at least until the death of Gerard David in 1523, although many scholars extend it to the start of the Dutch Revolt in 1566 or 1568–Max J. Friedländer's acclaimed surveys run through Pieter Bruegel the Elder. Early Netherlandish painting coincides with the Early and High Italian Renaissance, but the early period (until about 1500) is seen as an independent artistic evolution, separate from the Renaissance humanism that characterised developments in Italy. Beginning in the 1490s, as increasing numbers of Netherlandish and other Northern painters traveled to Italy, Renaissance ideals and painting styles were incorporated into northern painting. As a result, Early Netherlandish painters are often categorised as belonging to both the Northern Renaissance and the Late or International Gothic. The major Netherlandish painters include Campin, van Eyck, Rogier van der Weyden, Dieric Bouts, Petrus Christus, Hans Memling, Hugo van der Goes and Hieronymus Bosch. These artists made significant advances in natural representation and illusionism, and their work typically features complex iconography. Their subjects are usually religious scenes or small portraits, with narrative painting or mythological subjects being relatively rare. Landscape is often richly described but relegated as a background detail before the early 16th century. The painted works are generally oil on panel, either as single works or more complex portable or fixed altarpieces in the form of diptychs, triptychs or polyptychs. The period is also noted for its sculpture, tapestries, illuminated manuscripts, stained glass and carved retables. The first generations of artists were active during the height of Burgundian influence in Europe, when the Low Countries became the political and economic centre of Northern Europe, noted for its crafts and luxury goods. Assisted by the workshop system, panels and a variety of crafts were sold to foreign princes or merchants through private engagement or market stalls. A majority of the works were destroyed during waves of iconoclasm in the 16th and 17th centuries; today only a few thousand examples survive. Early northern art in general was not well regarded from the early 17th to the mid-19th century, and the painters and their works were not well documented until the mid-19th century. Art historians spent almost another century determining attributions, studying iconography, and establishing bare outlines of even the major artists' lives; attribution of some of the most significant works is still debated. Scholarship of Early Netherlandish painting was one of the main activities of 19th- and 20th-century art history, and a major focus of two of the most important art historians of the 20th century: Max J. Friedländer (From Van Eyck to Breugel and Early Netherlandish Painting) and Erwin Panofsky (Early Netherlandish Painting). ## Terminology and scope The term "Early Netherlandish art" applies broadly to painters active during the 15th and 16th centuries in the northern European areas controlled by the Dukes of Burgundy and later the Habsburg dynasty. These artists became an early driving force behind the Northern Renaissance and the move away from the Gothic style. In this political and art-historical context, the north follows the Burgundian lands which straddled areas that encompass parts of modern France, Germany, Belgium and the Netherlands. The Netherlandish artists have been known by a variety of terms. "Late Gothic" is an early designation which emphasises continuity with the art of the Middle Ages. In the early 20th century, the artists were variously referred to in English as the "Ghent-Bruges school" or the "Old Netherlandish school". "Flemish Primitives" is a traditional art-historical term borrowed from the French primitifs flamands that became popular after the famous exhibition in Bruges in 1902 and remains in use today, especially in Dutch and German. In this context, "primitive" does not refer to a perceived lack of sophistication, but rather identifies the artists as originators of a new tradition in painting. Erwin Panofsky preferred the term ars nova ("new art"), which linked the movement with innovative composers of music such as Guillaume Dufay and Gilles Binchois, who were favoured by the Burgundian court over artists attached to the lavish French court. When the Burgundian dukes established centres of power in the Netherlands, they brought with them a more cosmopolitan outlook. According to Otto Pächt a simultaneous shift in art began sometime between 1406 and 1420 when a "revolution took place in painting"; a "new beauty" in art emerged, one that depicted the visible rather than the metaphysical world. In the 19th century, the Early Netherlandish artists were classified by nationality, with Jan van Eyck identified as German and van der Weyden (born Roger de la Pasture) as French. Scholars were at times preoccupied as to whether the school's genesis was in France or Germany. These arguments and distinctions dissipated after World War I, and following the leads of Friedländer, Panofsky, and Pächt, English-language scholars now almost universally describe the period as "Early Netherlandish painting", although many art historians view the Flemish term as more correct. In the 14th century, as Gothic art gave way to the International Gothic era, a number of schools developed in northern Europe. Early Netherlandish art originated in French courtly art, and is especially tied to the tradition and conventions of illuminated manuscripts. Modern art historians see the era as beginning with 14th-century manuscript illuminators. They were followed by panel painters such as Melchior Broederlam and Robert Campin, the latter generally considered the first Early Netherlandish master, under whom van der Weyden served his apprenticeship. Illumination reached a peak in the region in the decades after 1400, mainly due to the patronage of Burgundian and House of Valois-Anjou dukes such as Philip the Bold, Louis I of Anjou and Jean, Duke of Berry. This patronage continued in the low countries with the Burgundian dukes, Philip the Good and his son Charles the Bold. The demand for illuminated manuscripts declined towards the end of the century, perhaps because of the costly production process in comparison to panel painting. Yet illumination remained popular at the luxury end of the market, and prints, both engravings and woodcuts, found a new mass market, especially those by artists such as Martin Schongauer and Albrecht Dürer. Following van Eyck's innovations, the first generation of Netherlandish painters emphasised light and shadow, elements usually absent from 14th-century illuminated manuscripts. Biblical scenes were depicted with more naturalism, which made their content more accessible to viewers, while individual portraits became more evocative and alive. Johan Huizinga said that art of the era was meant to be fully integrated with daily routine, to "fill with beauty" the devotional life in a world closely tied to the liturgy and sacraments. After about 1500 a number of factors turned against the pervasive Northern style, not least the rise of Italian art, whose commercial appeal began to rival Netherlandish art by 1510, and overtook it some ten years later. Two events symbolically and historically reflect this shift: the transporting of a marble Madonna and Child by Michelangelo to Bruges in 1506, and the arrival of Raphael's tapestry cartoons to Brussels in 1517, which were widely seen while in the city. Although the influence of Italian art was soon widespread across the north, it in turn had drawn on the 15th-century northern painters, with Michelangelo's Madonna based on a type developed by Hans Memling. Netherlandish painting ends in the narrowest sense with the death of Gerard David in 1523. A number of mid- and late-16th-century artists maintained many of the conventions, and they are frequently but not always associated with the school. The style of these painters is often dramatically at odds with that of the first generation of artists. In the early 16th century, artists began to explore illusionistic depictions of three dimensions. The painting of the early 16th century can be seen as leading directly from the artistic innovations and iconography of the previous century, with some painters, following the traditional and established formats and symbolism of the previous century, continuing to produce copies of previously painted works. Others came under the influence of Renaissance humanism, turning towards secular narrative cycles, as biblical imagery was blended with mythological themes. A full break from the mid-15th-century style and subject matter was not seen until the development of Northern Mannerism around 1590. There was considerable overlap, and the early- to mid-16th-century innovations can be tied to the Mannerist style, including naturalistic secular portraiture, the depiction of ordinary (as opposed to courtly) life, and the development of elaborate landscapes and cityscapes that were more than background views. ## Chronology The origins of the Early Netherlandish school lie in the miniature paintings of the late Gothic period. This was first seen in manuscript illumination, which after 1380 conveyed new levels of realism, perspective and skill in rendering colour, peaking with the Limbourg brothers and the Netherlandish artist known as Hand G, to whom the most significant leaves of the Turin-Milan Hours are usually attributed. Although his identity has not been definitively established, Hand G, who contributed c. 1420, is thought to have been either Jan van Eyck or his brother Hubert. According to Georges Hulin de Loo, Hand G's contributions to the Turin-Milan Hours "constitute the most marvelous group of paintings that have ever decorated any book, and, for their period, the most astounding work known to the history of art". Jan van Eyck's use of oil as a medium was a significant development, allowing artists far greater manipulation of paint. The 16th-century art historian Giorgio Vasari claimed van Eyck invented the use of oil paint; a claim that, while exaggerated, indicates the extent to which van Eyck helped disseminate the technique. Van Eyck employed a new level of virtuosity, mainly from taking advantage of the fact that oil dries so slowly; this gave him more time and more scope for blending and mixing layers of different pigments, and his technique was quickly adopted and refined by both Robert Campin and Rogier van der Weyden. These three artists are considered the first rank and most influential of the early generation of Early Netherlandish painters. Their influence was felt across northern Europe, from Bohemia and Poland in the east to Austria and Swabia in the south. A number of artists traditionally associated with the movement had origins that were neither Dutch nor Flemish in the modern sense. Van der Weyden was born Roger de la Pasture in Tournai. The German Hans Memling and the Estonian Michael Sittow both worked in the Netherlands in a fully Netherlandish style. Simon Marmion is often regarded as an Early Netherlandish painter because he came from Amiens, an area intermittently ruled by the Burgundian court between 1435 and 1471. The Burgundian duchy was at its peak influence, and the innovations made by the Netherlandish painters were soon recognised across the continent. By the time of van Eyck's death, his paintings were sought by wealthy patrons across Europe. Copies of his works were widely circulated, a fact that greatly contributed to the spread of the Netherlandish style to central and southern Europe. Central European art was then under the dual influence of innovations from Italy and from the north. Often the exchange of ideas between the Low Countries and Italy led to patronage from nobility such as Matthias Corvinus, King of Hungary, who commissioned manuscripts from both traditions. The first generation were literate, well educated and mostly from middle-class backgrounds. Van Eyck and van der Weyden were both highly placed in the Burgundian court, with van Eyck in particular assuming roles for which an ability to read Latin was necessary; inscriptions found on his panels indicate that he had a good knowledge of both Latin and Greek. A number of artists were financially successful and much sought-after in the Low Countries and by patrons across Europe. Many artists, including David and Bouts, could afford to donate large works to the churches, monasteries and convents of their choosing. Van Eyck was a valet de chambre at the Burgundian court and had easy access to Philip the Good. Van der Weyden was a prudent investor in stocks and property; Bouts was commercially minded and married the heiress Catherine "Mettengelde" ("with the money"). Vrancke van der Stockt invested in land. The Early Netherlandish masters' influence reached artists such as Stefan Lochner and the painter known as the Master of the Life of the Virgin, both of whom, working in mid-15th-century Cologne, drew inspiration from imported works by van der Weyden and Bouts. New and distinctive painterly cultures sprang up; Ulm, Nuremberg, Vienna and Munich were the most important artistic centres in the Holy Roman Empire at the start of the 16th century. There was a rise in demand for printmaking (using woodcuts or copperplate engraving) and other innovations borrowed from France and southern Italy. Some 16th-century painters borrowed heavily from the previous century's techniques and styles. Even progressive artists such as Jan Gossaert made copies, such as his reworking of van Eyck's Madonna in the Church. Gerard David linked the styles of Bruges and Antwerp, often travelling between the cities. He moved to Antwerp in 1505, when Quentin Matsys was the head of the local painters' guild, and the two became friends. By the 16th century the iconographic innovations and painterly techniques developed by van Eyck had become standard throughout northern Europe. Albrecht Dürer emulated van Eyck's precision. Painters enjoyed a new level of respect and status; patrons no longer simply commissioned works but courted the artists, sponsoring their travel and exposing them to new and wide-ranging influences. Hieronymus Bosch, active in the late 15th and early 16th centuries, remains one of the most important and popular of the Netherlandish painters. He was anomalous in that he largely forwent realistic depictions of nature, human existence and perspective, while his work is almost entirely free of Italian influences. His better-known works are instead characterised by fantastical elements that tend towards the hallucinatory, drawing to some extent from the vision of hell in van Eyck's Crucifixion and Last Judgement diptych. Bosch followed his own muse, tending instead towards moralism and pessimism. His paintings, especially the triptychs, are among the most significant and accomplished of the late Netherlandish period The Reformation brought changes in outlook and artistic expression as secular and landscape imagery overtook biblical scenes. Sacred imagery was shown in a didactic and moralistic manner, with religious figures becoming marginalized and relegated to the background. Pieter Bruegel the Elder, one of the few who followed Bosch's style, is an important bridge between the Early Netherlandish artists and their successors. His work retains many 15th-century conventions, but his perspective and subjects are distinctly modern. Sweeping landscapes came to the fore in paintings that were provisionally religious or mythological, and his genre scenes were complex, with overtones of religious skepticism and even hints of nationalism. ## Technique and material Campin, van Eyck and van der Weyden established naturalism as the dominant style in 15th-century northern European painting. These artists sought to show the world as it actually was, and to depict people in a way that made them look more human, with a greater complexity of emotions than had been previously seen. This first generation of Early Netherlandish artists were interested in the accurate reproduction of objects (according to Panofsky they painted "gold that looked like gold"), paying close attention to natural phenomena such as light, shadow and reflection. They moved beyond the flat perspective and outlined figuration of earlier painting in favour of three-dimensional pictorial spaces. The position of viewers and how they might relate to the scene became important for the first time; in the Arnolfini Portrait, van Eyck arranges the scene as if the viewer has just entered the room containing the two figures. Advancements in technique allowed far richer, more luminous and closely detailed representations of people, landscapes, interiors and objects. Although, the use of oil as a binding agent can be traced to the 12th century, innovations in its handling and manipulation define the era. Egg tempera was the dominant medium until the 1430s, and while it produces both bright and light colours, it dries quickly and is a difficult medium in which to achieve naturalistic textures or deep shadows. Oil allows smooth, translucent surfaces and can be applied in a range of thicknesses, from fine lines to thick broad strokes. It dries slowly and is easily manipulated while still wet. These characteristics allowed more time to add subtle detail and enable wet-on-wet techniques. Smooth transitions of colour are possible because portions of the intermediary layers of paint can be wiped or removed as the paint dries. Oil enables differentiation among degrees of reflective light, from shadow to bright beams, and minute depictions of light effects through the use of transparent glazes. This new freedom in controlling light effects gave rise to more precise and realistic depictions of surface textures; van Eyck and van der Weyden typically show light falling on surfaces such as jewellery, wooden floors, textiles and household objects. The paintings were most often made on wood, but sometimes on the less expensive canvas. The wood was usually oak, often imported from the Baltic region, with the preference for radially cut boards which are less likely to warp. Typically the sap was removed and the board well-seasoned before use. Wood supports allow for dendrochronological dating, and the particular use of Baltic oak gives clues as to the artist's location. The panels generally show very high degrees of craftsmanship. Lorne Campbell notes that most are "beautifully made and finished objects. It can be extremely difficult to find the joins". Many paintings' frames were altered, repainted or gilded in the 18th and early 19th centuries when it was common practice to break apart hinged Netherlandish pieces so they could be sold as genre pieces. Many surviving panels are painted on both sides or with the reverse bearing family emblems, crests or ancillary outline sketches. In the case of single panels, the markings on the reverse are often wholly unrelated to the obverse and may be later additions, or as Campbell speculates, "done for the artist's amusement". Painting each side of a panel was practical since it prevented the wood from warping. Usually the frames of hinged works were constructed before the individual panels were worked on. Glue binder was often used as an inexpensive alternative to oil. Many works using this medium were produced but few survive today because of the delicateness of the linen cloth and the solubility of the hide glue from which the binder was derived. Well known and relatively well preserved – though substantially damaged – examples include Matsys' Virgin and Child with Saints Barbara and Catherine (c. 1415–25) and Bouts' Entombment (c. 1440–55). The paint was generally applied with brushes or sometimes with thin sticks or brush handles. The artists often softened the contours of shadows with their fingers, at times to blot or reduce the glaze. ## Guilds and workshops The most usual way in the 15th century for a patron to commission a piece was to visit a master's workshop. Only a certain number of masters could operate within any city's bounds; they were regulated by artisan guilds to whom they had to be affiliated to be allowed to operate and receive commissions. Guilds protected and regulated painting, overseeing production, export trade and raw material supply; and they maintained discrete sets of rules for panel painters, cloth painters and book illuminators. For example, the rules set higher citizenship requirements for miniaturists and prohibited them from using oils. Overall, panel painters enjoyed the highest level of protection, with cloth painters ranking below. Membership of a guild was highly restricted and access was difficult for newcomers. A master was expected to serve an apprenticeship in his region, and show proof of citizenship, which could be obtained through birth in the city or by purchase. Apprenticeship lasted four to five years, ending with the production of a "masterpiece" that proved his ability as a craftsman, and the payment of a substantial entrance fee. The system was protectionist at a local level through the nuances of the fee system. Although it sought to ensure a high quality of membership, it was a self-governing body that tended to favour wealthy applicants. Guild connections sometimes appear in paintings, most famously in van der Weyden's Descent from the Cross, in which Christ's body is given the t-shape of a crossbow to reflect its commission for a chapel for the Leuven guild of archers. Workshops typically consisted of a family home for the master and lodging for apprentices. The masters usually built up inventories of pre-painted panels as well as patterns or outline designs for ready sale. With the former, the master was responsible for the overall design of the painting, and typically painted the focal portions, such as the faces, hands and the embroidered parts of the figure's clothing. The more prosaic elements would be left to assistants; in many works it is possible to discern abrupt shifts in style, with the relatively weak Deesis passage in van Eyck's Crucifixion and Last Judgement diptych being a better-known example. Often a master's workshop was occupied with both the reproduction of copies of proven commercially successful works, and the design of new compositions arising from commissions. In this case, the master would usually produce the underdrawing or overall composition to be painted by assistants. As a result, many surviving works that evidence first-rank compositions but uninspired execution are attributed to workshop members or followers. ## Patronage By the 15th century the reach and influence of the Burgundian princes meant that the Low Countries' merchant and banker classes were in the ascendancy. The early to mid-century saw great rises in international trade and domestic wealth, leading to an enormous increase in the demand for art. Artists from the area attracted patronage from the Baltic coast, the north German and Polish regions, the Iberian Peninsula, Italy and the powerful families of England and Scotland. At first, masters had acted as their own dealers, attending fairs where they could also buy frames, panels and pigments. The mid-century saw the development of art dealership as a profession; the activity became purely commercially driven, dominated by the mercantile class. Smaller works were not usually produced on commission. More often the masters anticipated the formats and images that would be most sought after and their designs were then developed by workshop members. Ready made paintings were sold at regularly held fairs, or the buyers could visit workshops, which tended to be clustered in certain areas of the major cities. The masters were allowed to display in their front windows. This was the typical mode for the thousands of panels produced for the middle class – city officials, clergy, guild members, doctors and merchants. Less expensive cloth paintings (tüchlein) were more common in middle-class households, and records show a strong interest in domestically owned religious panel paintings. Members of the merchant class typically commissioned smaller devotional panels, containing specified subject matter. Alterations varied from having individualised panels added to a prefabricated pattern, to the inclusion of a donor portrait. The addition of coats-of-arms were often the only change – an addition seen in van der Weyden's Saint Luke Drawing the Virgin, which exists in several variations. Many of the Burgundian dukes could afford to be extravagant in their taste. Philip the Good followed the example set earlier in France by his great-uncles including Jean, Duke of Berry by becoming a strong patron of the arts and commissioning a large number of artworks. The Burgundian court was seen as the arbiter of taste and their appreciation in turn drove demand for highly luxurious and expensive illuminated manuscripts, gold-edged tapestries and jewel-bordered cups. Their appetite for finery trickled down through their court and nobles to the people who for the most part commissioned local artists in Bruges and Ghent in the 1440s and 1450s. While Netherlandish panel paintings did not have intrinsic value as did for example objects in precious metals, they were perceived as precious objects and in the first rank of European art. A 1425 document written by Philip the Good explains that he hired a painter for the "excellent work that he does in his craft". Jan van Eyck painted the Annunciation while in Philip's employ, and Rogier van der Weyden became the duke's portrait painter in the 1440s. Burgundian rule created a large class of courtiers and functionaries. Some gained enormous power and commissioned paintings to display their wealth and influence. Civic leaders also commissioned works from major artists, such as Bouts' Justice for Emperor Otto III, van der Weyden's The Justice of Trajan and Herkinbald and David's Justice of Cambyses. Civic commissions were less common and were not as lucrative, but they brought notice to and increased a painter's reputation, as with Memling, whose St John Altarpiece for Bruges' Sint-Janshospitaal brought him additional civic commissions. Wealthy foreign patronage and the development of international trade afforded the established masters the chance to build up workshops with assistants. Although first-rank painters such as Petrus Christus and Hans Memling found patrons among the local nobility, they catered specifically to the large foreign population in Bruges. Painters not only exported goods but also themselves; foreign princes and nobility, striving to emulate the opulence of the Burgundian court, hired painters away from Bruges. ## Iconography The paintings of the first generation of Netherlandish artists are often characterised by the use of symbolism and biblical references. Van Eyck pioneered, and his innovations were taken up and developed by van der Weyden, Memling and Christus. Each employed rich and complex iconographical elements to create a heightened sense of contemporary beliefs and spiritual ideals. Morally the works express a fearful outlook, combined with a respect for restraint and stoicism. The paintings above all emphasise the spiritual over the earthly. Because the cult of Mary was at an apex at the time, iconographic elements related to the Life of Mary vastly predominate. Craig Harbison describes the blending of realism and symbolism as perhaps "the most important aspect of early Flemish art". The first generation of Netherlandish painters were preoccupied with making religious symbols more realistic. Van Eyck incorporated a wide variety of iconographic elements, often conveying what he saw as a co-existence of the spiritual and material worlds. The iconography was embedded in the work unobtrusively; typically the references comprised small but key background details. The embedded symbols were meant to meld into the scenes and were "a deliberate strategy to create an experience of spiritual revelation". Van Eyck's religious paintings in particular "always present the spectator with a transfigured view of visible reality". To him the day-to-day is harmoniously steeped in symbolism, such that, according to Harbison, "descriptive data were rearranged ... so that they illustrated not earthly existence but what he considered supernatural truth." This blend of the earthly and heavenly evidences van Eyck's belief that the "essential truth of Christian doctrine" can be found in "the marriage of secular and sacred worlds, of reality and symbol". He depicts overly large Madonnas, whose unrealistic size shows the separation between the heavenly from earthly, but placed them in everyday settings such as churches, domestic chambers or seated with court officials. Yet the earthly churches are heavily decorated with heavenly symbols. A heavenly throne is clearly represented in some domestic chambers (for example in the Lucca Madonna). More difficult to discern are the settings for paintings such as Madonna of Chancellor Rolin, where the location is a fusion of the earthly and celestial. Van Eyck's iconography is often so densely and intricately layered that a work has to be viewed multiple times before even the most obvious meaning of an element is apparent. The symbols were often subtly woven into the paintings so that they only became apparent after close and repeated viewing, while much of the iconography reflects the idea that, according to John Ward, there is a "promised passage from sin and death to salvation and rebirth". Other artists employed symbolism in a more prosaic manner, despite van Eyck's great influence on both his contemporaries and later artists. Campin showed a clear separation between spiritual and earthly realms; unlike van Eyck, he did not employ a programme of concealed symbolism. Campin's symbols do not alter the sense of the real; in his paintings a domestic scene is no more complicated than a one showing religious iconography, but one the viewer would recognise and understand. Van der Weyden's symbolism was far more nuanced than Campin's but not as dense as van Eyck's. According to Harbison, van der Weyden incorporated his symbols so carefully, and in such an exquisite manner, that "Neither the mystical union that results in his work, nor his reality itself for that matter, seems capable of being rationally analyzed, explained or reconstructed." His treatment of architectural details, niches, colour and space is presented in such an inexplicable manner that "the particular objects or people we see before us have suddenly, jarringly, become symbols with religious truth". Paintings and other precious objects served an important aid in the religious life of those who could afford them. Prayer and meditative contemplation were means to attain salvation, while the very wealthy could also build churches (or extend existing ones), or commission artworks or other devotional pieces as a means to guarantee salvation in the afterlife. Vast numbers of Virgin and Child paintings were produced, and original designs were widely copied and exported. Many of the paintings were based on Byzantine prototypes of the 12th and 13th centuries, of which the Cambrai Madonna is probably the best known. In this way the traditions of the earlier centuries were absorbed and re-developed as a distinctly rich and complex iconographical tradition. Marian devotion grew from the 13th century, mostly forming around the concepts of the Immaculate Conception and her Assumption into heaven. In a culture that venerated the possession of relics as a means to bring the earthly closer to the divine, Mary left no bodily relics, thus assuming a special position between heaven and humanity. By the early 15th century, Mary had grown in importance within the Christian doctrine to the extent that she was commonly seen as the most accessible intercessor with God. It was thought that the length each person would need to suffer in limbo was proportional to their display of devotion while on earth. The veneration of Mary reached a peak in the early 15th century, an era that saw an unending demand for works depicting her likeness. From the mid-15th century, Netherlandish portrayals of the life of Christ tended to be centred on the iconography of the Man of Sorrows. Those who could afford to commissioned donor portraits. Such a commission was usually executed as part of a triptych, or later as a more affordable diptych. Van der Weyden popularised the existing northern tradition of half-length Marian portraits. These echoed the "miracle-working" Byzantine icons then popular in Italy. The format became extremely popular across the north, and his innovations are an important contributing factor to the emergence of the Marian diptych. ## Formats Although the Netherlandish artists are primarily known for their panel paintings, their output includes a variety of formats, including illuminated manuscripts, sculpture, tapestries, carved retables, stained glass, brass objects and carved tombs. According to art historian Susie Nash, by the early 16th century, the region led the field in almost every aspect of portable visual culture, "with specialist expertise and techniques of production at such a high level that no one else could compete with them". The Burgundian court favoured tapestry and metalwork, which are well recorded in surviving documentation, while demand for panel paintings is less evident – they may have been less suited to itinerant courts. Wall hangings and books functioned as political propaganda and as a means to showcase wealth and power, whereas portraits were less favoured. According to Maryan Ainsworth, those that were commissioned functioned to highlight lines of succession, such as van der Weyden's portrait of Charles the Bold; or for betrothals as in the case of van Eyck's lost Portrait of Isabella of Portugal. Religious paintings were commissioned for royal and ducal palaces, for churches, hospitals, and convents, and for wealthy clerics and private donors. The richer cities and towns commissioned works for their civic buildings. Artists often worked in more than one medium; van Eyck and Petrus Christus are both thought to have contributed to manuscripts. Van der Weyden designed tapestries, though few survive. The Netherlandish painters were responsible for many innovations, including the advancement of the diptych format, the conventions of donor portraits, new conventions for Marian portraits, and, through works such as van Eyck's Madonna of Chancellor Rolin and van der Weyden's Saint Luke Drawing the Virgin in the 1430s, laying the foundation for the development of landscape painting as a separate genre. ### Illuminated manuscript Before the mid-15th century, illuminated books were considered a higher form of art than panel painting, and their ornate and luxurious qualities better reflected the wealth, status and taste of their owners. Manuscripts were ideally suited as diplomatic gifts or offerings to commemorate dynastic marriages or other major courtly occasions. From the 12th century, specialist monastery-based workshops (in French libraires) produced books of hours (collections of prayers to be said at canonical hours), psalters, prayer books and histories, as well as romance and poetry books. At the start of the 15th century, Gothic manuscripts from Paris dominated the northern European market. Their popularity was in part due to the production of more affordable, single leaf miniatures which could be inserted into unillustrated books of hours. These were at times offered in a serial manner designed to encourage patrons to "include as many pictures as they could afford", which clearly presented them as an item of fashion but also as a form of indulgence. The single leaves had other uses rather than inserts; they could be attached to walls as aids to private meditation and prayer, as seen in Christus' 1450–60 panel Portrait of a Young Man, now in the National Gallery, which shows a small leaf with text to the Vera icon illustrated with the head of Christ. The French artists were overtaken in importance from the mid-15th century by masters in Ghent, Bruges and Utrecht. English production, once of the highest quality, had greatly declined and relatively few Italian manuscripts went north of the Alps. The French masters did not give up their position easily however, and even in 1463 were urging their guilds to impose sanctions on the Netherlandish artists. The Limbourg brothers' ornate Très Riches Heures du Duc de Berry perhaps marks both the beginning and a highpoint of Netherlandish illumination. Later the Master of the Legend of Saint Lucy explored the same mix of illusionism and realism. The Limbourgs' career ended just as van Eyck's began – by 1416 all the brothers (none of whom had reached 30) and their patron Jean, Duke of Berry were dead, most likely from plague. Van Eyck is thought to have contributed several of the more acclaimed miniatures of the Turin-Milan Hours as the anonymous artist known as Hand G. A number of illustrations from the period show a strong stylistic resemblance to Gerard David, though it is unclear whether they are from his hands or those of followers. A number of factors led to the popularity of Netherlandish illuminators. Primary was the tradition and expertise that developed in the region in the centuries following the monastic reform of the 14th century, building on the growth in number and prominence of monasteries, abbeys and churches from the 12th century that had already produced significant numbers of liturgical texts. There was a strong political aspect; the form had many influential patrons such as Jean, Duke of Berry and Philip the Good, the latter of whom collected more than a thousand illuminated books before his death. According to Thomas Kren, Philip's "library was an expression of the man as a Christian prince, and an embodiment of the state – his politics and authority, his learning and piety". Because of his patronage the manuscript industry in the Lowlands grew so that it dominated Europe for several generations. The Burgundian book-collecting tradition passed to Philip's son and his wife, Charles the Bold and Margaret of York; his granddaughter Mary of Burgundy and her husband Maximilian I; and to his son-in-law, Edward IV, who was an avid collector of Flemish manuscripts. The libraries left by Philip and Edward IV formed the nucleus from which sprang the Royal Library of Belgium and the English Royal Library. Netherlandish illuminators had an important export market, designing many works specifically for the English market. Following a decline in domestic patronage after Charles the Bold died in 1477, the export market became more important. Illuminators responded to differences in taste by producing more lavish and extravagantly decorated works tailored for foreign elites, including Edward IV of England, James IV of Scotland and Eleanor of Viseu. There was considerable overlap between panel painting and illumination; van Eyck, van der Weyden, Christus and other painters designed manuscript miniatures. In addition, miniaturists would borrow motifs and ideas from panel paintings; Campin's work was often used as a source in this way, for example in the "Hours of Raoul d'Ailly". Commissions were often shared between several masters, with junior painters or specialists assisting, especially with details such as the border decorations, these last often done by women. The masters rarely signed their work, making attribution difficult; the identities of some of the more significant illuminators are lost. Netherlandish artists found increasingly inventive ways to highlight and differentiate their work from manuscripts from surrounding countries; such techniques included designing elaborate page borders and devising ways to relate scale and space. They explored the interplay between the three essential components of a manuscript: border, miniature and text. An example is the Nassau book of hours (c. 1467–80) by the Vienna Master of Mary of Burgundy, in which the borders are decorated with large illusionistic flowers and insects. These elements achieved their effect by being broadly painted, as if scattered across the gilded surface of the miniatures. This technique was continued by, among others, the Flemish Master of James IV of Scotland (possibly Gerard Horenbout), known for his innovative page layout. Using various illusionistic elements, he often blurred the line between the miniature and its border, frequently using both in his efforts to advance the narrative of his scenes. During the early 19th century, the collection of 15th- and 16th-century Netherlandish cut-out, as miniatures or parts for albums, became fashionable amongst connoisseurs such as William Young Ottley, leading to the destruction of many manuscripts. Originals were highly sought after, a revival that helped the rediscovery of Netherlandish art in the later part of the century. ### Tapestry During the mid-15th century, tapestry was one of the most expensive and prized artistic products in Europe. Commercial production proliferated across the Netherlands and northern France from the early 15th century, especially in the cities of Arras, Bruges and Tournai. The perceived technical ability of these artisans was such that, in 1517, Pope Leo X sent Raphael's cartoons to Brussels to be woven into hangings. Such woven wall hangings played a central political role as diplomatic gifts, especially in their larger format; Philip the Good gifted several to participants at the Congress of Arras in 1435, where the halls were draped from top to bottom and all around (tout autour) with tapestries showing scenes of the "Battle and Overthrow of People of Liege". At Charles the Bold and Margaret of York's wedding the room "was hung above with draperies of wool, blue and white, and on the sides was tapestried with a rich tapestry woven with the history of Jason and the Golden Fleece". Rooms typically were hung from ceiling to floor with tapestries and some rooms named for a set of tapestries, such as a chamber Philip the Bold named for a set of white tapestries with scenes from The Romance of the Rose. For about two centuries during the Burgundian period, master weavers produced "innumerable series of hangings heavy with gold and silver thread, the like of which the world had never seen". The practical use of textiles results from their portability; tapestries provided easily assembled interior decorations suited to religious or civic ceremonies. Their value is reflected in their positioning in contemporary inventories, in which they are typically found at the top of the record, then ranked in accordance with their material or colouring. White and gold were considered of the highest quality. Charles V of France had 57 tapestries, of which 16 were white. Jean de Berry owned 19, while Mary of Burgundy, Isabella of Valois, Isabeau of Bavaria and Philip the Good all held substantial collections. Tapestry production began with design. The designs, or cartoons were typically executed on paper or parchment, put together by qualified painters, then sent to weavers, often across a great distance. Because cartoons could be re-used, craftsmen often worked on source material that was decades old. As both paper and parchment are highly perishable, few of the original cartoons survive. Once a design was agreed upon its production might be farmed out among many weavers. Looms were active in all the major Flemish cities, in most of the towns and in many of the villages. Looms were not controlled by the guilds. Dependent on a migrant workforce, their commercial activity was driven by entrepreneurs, who were usually painters. The entrepreneur would locate and commission patrons, hold a stock of cartoons and provide raw materials such as wool, silk, and sometimes gold and silver – which often had to be imported. Entrepreneurs were in direct contact with the patron, and often went through the nuances of the design at both the cartoon and final stages. This examination was often a difficult business and necessitated delicate management; in 1400 Isabeau of Bavaria rejected a completed set by Colart de Laon having earlier approved the designs, to de Laon's – and presumably his commissioner's – considerable embarrassment. Because tapestries were designed largely by painters, their formal conventions are closely aligned with the conventions of panel painting. This is especially true with the later generations of 16th-century painters who produced panoramas of heaven and hell. Harbison describes how the intricate, dense and overlaid detail of Bosch's Garden of Earthly Delights resembles, "in its precise symbolism ... a medieval tapestry". ### Triptychs and altarpieces Northern triptychs and polyptychs were popular across Europe from the late 14th century, with the peak of demand lasting until the early 16th century. During the 15th century, they were the most widely produced format of northern panel painting. Preoccupied with religious subject matter, they come in two broad types: smaller, portable private devotional works, or larger altarpieces for liturgical settings. The earliest northern examples are compound works incorporating engraving and painting, usually with two painted wings that could be folded over a carved central corpus. Polyptychs were produced by the more accomplished masters. They provide greater scope for variation, and a greater number of possible combinations of interior and exterior panels that could be viewed at one time. That hinged works could be opened and closed served a practical purpose; on religious holidays the more prosaic and everyday outer panels were replaced by the lush interior panels. The Ghent Altarpiece, completed in 1432, had different configurations for weekdays, Sundays and church holidays. The first generation of Netherlandish masters borrowed many customs from 13th- and 14th-century Italian altarpieces. The conventions for Italian triptychs before 1400 were quite rigid. In central panels the mid-ground was populated by members of the Holy Family; early works, especially from the Sienese or Florentine traditions, were overwhelmingly characterised by images of the enthroned Virgin set against a gilded background. The wings usually contain a variety of angels, donors and saints, but there is never direct eye contact, and only rarely a narrative connection, with the central panel's figures. Netherlandish painters adapted many of these conventions, but subverted them almost from the start. Van der Weyden was especially innovative, as apparent in his 1442–1445 Miraflores Altarpiece and c. 1452 Braque Triptych. In these paintings members of the Holy Family appear on the wings instead of just the central panels, while the latter is notable for the continuous landscape connecting the three inner panels. From the 1490s Hieronymus Bosch painted at least 16 triptychs, the best of which subverted existing conventions. Bosch's work continued the move towards secularism and emphasised landscape. Bosch also unified the scenes of the inner panels. Triptychs were commissioned by German patrons from the 1380s, with large-scale export beginning around 1400. Few of these very early examples survive, but the demand for Netherlandish altarpieces throughout Europe is evident from the many surviving examples still extant in churches across the continent. Till-Holger Borchert describes how they bestowed a "prestige which, in the first half of the 15th century, only the workshops of the Burgundian Netherlands were capable of achieving". By the 1390s, Netherlandish altarpieces were produced mostly in Brussels and Bruges. The popularity of Brussels' altarpieces lasted until about 1530, when the output of the Antwerp workshops grew in favour. This was in part because they produced at a lower cost, allocating different portions of the panels among specialised workshop members, a practice Borchert describes as an early form of division of labour. Multi-panel Netherlandish paintings fell out of favour and were considered old-fashioned as Antwerp Mannerism came to the fore in the mid-16th century. Later the iconoclasm of the Reformation deemed them offensive, and many works in the Low Countries were destroyed. Extant examples are found mostly in German churches and monasteries. As secular works grew in demand, triptychs were often broken up and sold as individual works, especially if a panel or section contained an image that could pass as a secular portrait. A panel would sometimes be cut down to only the figure, with the background over-painted so that "it looked sufficiently like a genre piece to hang in a well-known collection of Dutch 17th-century paintings". ### Diptychs Diptychs were widely popular in northern Europe from the mid-15th to the early 16th century. They consisted of two equally sized panels joined by hinges (or, less often, a fixed frame); the panels were usually linked thematically. Hinged panels could be opened and closed like a book, allowing both an interior and exterior view, while the ability to close the wings allowed protection of the inner images. Originating from conventions in Books of Hours, diptychs typically functioned as less expensive and more portable altarpieces. Diptychs are distinct from pendants in that they are physically connected wings and not merely two paintings hung side by side. They were usually near-miniature in scale, and some emulated medieval "treasury art" -small pieces made of gold or ivory. The tracery seen in works such as van der Weyden's Virgin and Child reflects ivory carving of the period. The format was adapted by van Eyck and van der Weyden on commission from members of the House of Valois-Burgundy, and refined by Hugo van der Goes, Hans Memling and later Jan van Scorel. Netherlandish diptychs tend to illustrate only a small range of religious scenes. There are numerous depictions of the Virgin and Child, reflecting the Virgin's contemporary popularity as a subject of devotion. The inner panels consisted mainly of donor portraits – often of husbands and their wives – alongside saints or the Virgin and Child. The donor was nearly always shown kneeling in full or half length, with hands clasped in prayer. The Virgin and Child are always positioned on the right, reflecting the Christian reverence for the right hand side as the "place of honour" alongside the divine. Their development and commercial worth has been linked to a change in religious attitude during the 14th century, when a more meditative and solitary devotion – exemplified by the Devotio Moderna movement – grew in popularity. Private reflection and prayer was encouraged and the small-scale diptych fitted this purpose. It became popular among the newly emerging middle class and the more affluent monasteries across the Low Countries and northern Germany. Ainsworth says that regardless of size, whether a large altarpiece or a small diptych, Netherlandish painting is a "matter of small scale and meticulous detail". The small size was meant to entice the viewer into a meditative state for personal devotion and perhaps the "experience of miraculous visions". Late 20th-century technical examination has shown significant differences in technique and style between the panels of individual diptychs. The technical inconsistencies may be the result of the workshop system, in which the more prosaic passages were often completed by assistants. A change in style between panels can be seen, according to historian John Hand, because the divine panel was usually based on general designs sold on the open market, with the donor panel added after a patron was found. Few intact diptychs survive. As with altarpieces, the majority were later separated and sold as single "genre" pictures. In the workshop system some were interchangeable, and the religious works may have been paired with newly commissioned donor panels. Later many diptychs were broken apart, thus creating two saleable works from one. During the Reformation, religious scenes were often removed. ### Portraiture Secular portraiture was a rarity in European art before 1430. The format did not exist as a separate genre and was only found infrequently at the highest end of the market in betrothal portraits or royal family commissions. While such undertakings may have been profitable, they were considered a lower art form and the majority of surviving pre-16th-century examples are unattributed. Large numbers of single devotional panels showing saints and biblical figures were being produced, but depictions of historical, known individuals did not begin until the early 1430s. Van Eyck was the pioneer; his seminal 1432 Léal Souvenir is one of the earliest surviving examples, emblematic of the new style in its realism and acute observation of the small details of the sitter's appearance. His Arnolfini Portrait is filled with symbolism, as is the Madonna of Chancellor Rolin, commissioned as testament to Rolin's power, influence, and piety. Van der Weyden developed the conventions of northern portraiture and was hugely influential on the following generations of painters. Rather than merely follow van Eyck's meticulous attention to detail, van der Weyden created more abstract and sensual representations. He was highly sought after as a portraitist, yet there are noticeable similarities in his portraits, likely because he used and reused the same underdrawings, which met common ideals of rank and piety. These were then adapted to show the facial characteristics and expressions of the particular sitter. Petrus Christus placed his sitter in a naturalistic setting rather than a flat and featureless background. This approach was in part a reaction against van der Weyden, who, in his emphasis on sculptural figures, utilised very shallow pictorial spaces. In his 1462 Portrait of a Man, Dieric Bouts went further by situating the man in a room complete with a window that looks out at a landscape, while in the 16th century, the full-length portrait became popular in the north. The latter format was practically unseen in earlier northern art, although it had a tradition in Italy going back centuries, most usually in fresco and illuminated manuscripts. Full-length portraits were reserved for depictions of the highest echelon of society, and were associated with princely displays of power. Of the second generation of northern painters, Hans Memling became the leading portraitist, taking commissions from as far as Italy. He was highly influential on later painters and is credited with inspiring Leonardo's positioning of the Mona Lisa in front of a landscape view. Van Eyck and van der Weyden similarly influenced the French artist Jean Fouquet and the Germans Hans Pleydenwurff and Martin Schongauer among others. The Netherlandish artists moved away from the profile view – popularised during the Italian Quattrocento – towards the less formal but more engaging three-quarter view. At this angle, more than one side of the face is visible as the sitter's body is rotated towards the viewer. This pose gives a better view of the shape and features of the head and allows the sitter to look out towards the viewer. The gaze of the sitter rarely engages the viewer. Van Eyck's 1433 Portrait of a Man is an early example, which shows the artist himself looking at the viewer. Although there is often direct eye contact between subject and viewer, the look is normally detached, aloof and uncommunicative, perhaps to reflect the subject's high social position. There are exceptions, typically in bridal portraits or in the case of potential betrothals, when the object of the work is to make the sitter as attractive as possible. In these cases the sitter was often shown smiling, with an engaging and radiant expression designed to appeal to her intended. Around 1508, Albrecht Dürer described the function of portraiture as "preserving a person's appearance after his death". Portraits were objects of status, and served to ensure that the individual's personal success was recorded and would endure beyond his lifetime. Most portraits tended to show royalty, the upper nobility or princes of the church. The new affluence in the Burgundian Netherlands brought a wider variety of clientele, as members of the upper middle class could now afford to commission a portrait. As a result, more is known about the appearance and dress of the region's people than at any time since the late Roman period. Portraits did not generally require lengthy sittings; typically a series of preparatory drawings were used to flesh out the final panel. Very few of these drawings survive, a notable exception being van Eyck's study for his Portrait of Cardinal Niccolò Albergati. ### Landscape Landscape was a secondary concern to Netherlandish painters before the mid 1460s. Geographical settings were rare and when they did appear usually consisted of glimpses through open windows or arcades. They were rarely based on actual locations; the settings tended to be largely imagined, designed to suit the thematic thrust of the panel. Because most of the works were donor portraits, very often the landscapes were tame, controlled and served merely to provide a harmonious setting for the idealised interior space. In this, the northern artists lagged behind their Italian counterparts who were already placing their sitters within geographically identifiable and closely described landscapes. Some of the northern landscapes are highly detailed and notable in their own right, including van Eyck's unsentimental c. 1430 Crucifixion and Last Judgement diptych and van der Weyden's widely copied 1435–1440 Saint Luke Drawing the Virgin. Van Eyck was almost certainly influenced by the Labours of the Months landscapes the Limbourg brothers painted for the Très Riches Heures du Duc de Berry. The influence can be seen in the illuminations painted in the Turin-Milan Hours, which show rich landscapes in the tiny bas de page scenes. These, according to Pächt, should be defined as early examples of Netherlandish landscape painting. The landscape tradition in illuminated manuscripts would continue for at least the next century. Simon Bening "explored new territory in the genre of landscape", seen in several of the leaves he painted for the c. 1520 Grimani Breviary. From the late 15th century, a number of painters emphasised landscape in their works, a development led in part by the shift in preference from religious iconography to secular subjects. Second-generation Netherlandish painters applied the mid-14th-century dictum of natural representation. This was born of the rising affluence of the region's middle class, many of whom had now travelled south and seen countryside noticeably different from their flat homeland. At the same time, the later part of the century saw the emergence of specialisation and a number of masters focused on detailing landscape, most notably Konrad Witz in the mid-15th century, and later Joachim Patinir. Most innovations in this format came from artists living in the Dutch regions of the Burgundian lands, most notably from Haarlem, Leiden and 's-Hertogenbosch. The significant artists from these areas did not slavishly reproduce the scenery before them, but in subtle ways adapted and modified their landscapes to reinforce the emphasis and meaning of the panel they were working on. Patinir developed what is now called the world landscape genre, which is typified by biblical or historical figures within an imagined panoramic landscape, usually mountains and lowlands, water and buildings. Paintings of this type are characterised by an elevated viewpoint, with the figures dwarfed by their surroundings. The format was taken up by, among others, Gerard David and Pieter Bruegel the Elder, and became popular in Germany, especially with painters from the Danube school. Patinir's works are relatively small and use a horizontal format; this was to become so standard for landscapes in art that it is now called "landscape" format in ordinary contexts, but at the time it was a considerable novelty, as the vast majority of panel paintings before 1520 were vertical in format. World landscape paintings retain many of the elements developed from the mid-15th century, but are composed, in modern cinematic terms, as a long rather than a medium shot. The human presence remained central rather than serving as mere staffage. Hieronymus Bosch adapted elements of the world landscape style, with the influence especially notable in his single-panel paintings. The most popular subjects of this type include the Flight into Egypt and the plight of hermits such as Saints Jerome and Anthony. As well as connecting the style to the later Age of Discovery, the role of Antwerp as a booming centre both of world trade and cartography, and the wealthy town-dweller's view of the countryside, art historians have explored the paintings as religious metaphors for the pilgrimage of life. ## Relationship to the Italian Renaissance The progressions in northern art developed almost simultaneously with the early Italian Renaissance. The philosophical and artistic traditions of the Mediterranean were not however part of the northern heritage, to the extent that many elements of Latin culture were actively disparaged in the north. The role of Renaissance humanism in art, for example, was less pronounced in the Low Countries than in Italy. Local religious trends had a strong influence on early northern art, as can be seen in the subject matter, composition and form of many late 13th- and early 14th-century artworks. The northern painters' doctrine was also built on elements of recent Gothic tradition, and less on the classical tradition prevalent in Italy. While devotional paintings – especially altarpieces – remained dominant in Early Netherlandish art, secular portraiture became increasingly common in both northern and southern Europe as artists freed themselves from the prevailing idea that portraiture should be restricted to saints and other religious figures. In Italy this development was tied to the ideals of humanism. Italian influences on Netherlandish art are first apparent in the late 15th century, when some of the painters began to travel south. This also explains why a number of later Netherlandish artists became associated with, in the words of art historian Rolf Toman, "picturesque gables, bloated, barrel-shaped columns, droll cartouches, 'twisted' figures, and stunningly unrealistic colours – actually employ[ing] the visual language of Mannerism". Wealthy northern merchants could afford to buy paintings from the top tier of artists. As a result, painters became increasingly aware of their status in society: they signed their works more often, painted portraits of themselves, and became well-known figures because of their artistic activities. The northern masters were greatly admired in Italy. According to Friedländer they exercised a strong influence over 15th-century Italian artists, a view Panofsky agrees with. However, Italian painters began to move beyond Netherlandish influences by the 1460s, as they concentrated on composition with a greater emphasis on harmony of parts belonging together – "that elegant harmony and grace ... which is called beauty", evident, for example, in Andrea Mantegna's Entombment. By the early 16th century, the reputation of the northern masters was such that there was an established north–south trade in their works, although many of the paintings or objects sent south were by lesser artists and of lower quality. Innovations introduced in the north and adopted in Italy included the setting of figures in domestic interiors and the viewing of interiors from multiple vantage points, through openings such as doors or windows. Hugo van der Goes' Portinari Altarpiece, in Florence's Uffizi, played an important role in introducing Florentine painters to trends from the north, and artists like Giovanni Bellini came under the influence of northern painters working in Italy. Memling successfully merged the two styles, exemplified in his Virgin and Child with Two Angels. By the mid-16th-century, however, Netherlandish art was seen as crude; Michelangelo claimed it was appealing only to "monks and friars". At this point northern art began to fall almost completely out of favour in Italy. By the 17th century, when Bruges had lost its prestige and position as the pre-eminent European trading city (the rivers silted and ports were forced to close), the Italians dominated European art. ## Destruction and dispersal ### Iconoclasm Religious images came under close scrutiny as actually or potentially idolatrous from the start of the Protestant Reformation in the 1520s. Martin Luther accepted some imagery, but few Early Netherlandish paintings met his criteria. Andreas Karlstadt, Huldrych Zwingli and John Calvin were wholly opposed to public religious images, above all in churches, and Calvinism soon became the dominant force in Netherlandish Protestantism. From 1520, outbursts of reformist iconoclasm broke out across much of Northern Europe. These might be official and peaceable, as in England under the Tudors and the English Commonwealth, or unofficial and often violent, as in the Beeldenstorm or "Iconoclastic Fury" in 1566 in the Netherlands. On 19 August 1566, this wave of mob destruction reached Ghent, where Marcus van Vaernewijck chronicled the events. He wrote of the Ghent Altarpiece being "taken to pieces and lifted, panel by panel, into the tower to preserve it from the rioters". Antwerp saw very thorough destruction in its churches in 1566, followed by more losses in the Spanish Sack of Antwerp in 1576, and a further period of official iconoclasm in 1581, which now included city and guild buildings, when Calvinists controlled the city council. Many thousands of religious objects and artefacts were destroyed, including paintings, sculptures, altarpieces, stained glass, and crucifixes, and the survival rate of works by the major artists is low – even Jan van Eyck has only some 24 extant works confidently attributed to him. The number grows with later artists, but there are still anomalies; Petrus Christus is considered a major artist, but is given a smaller number of works than van Eyck. In general the later 15th-century works exported to southern Europe have a much higher survival rate. Many of the period's artworks were commissioned by clergy for their churches, with specifications for a physical format and pictorial content that would complement existing architectural and design schemes. An idea of how such church interiors might have looked can be seen from both van Eyck's Madonna in the Church and van der Weyden's Exhumation of St Hubert. According to Nash, van der Weyden's panel is an insightful look at the appearance of pre-Reformation churches, and the manner in which images were placed so that they resonated with other paintings or objects. Nash goes on to say that, "any one would necessarily be seen in relation to other images, repeating, enlarging, or diversifying the chosen themes". Because iconoclasts targeted churches and cathedrals, important information about the display of individual works has been lost, and with it, insights about the meaning of these artworks in their own time. Many other works were lost to fires or in wars; the break-up of the Valois Burgundian state made the Low Countries the cockpit of European conflict until 1945. Van der Weyden's The Justice of Trajan and Herkinbald polyptych is perhaps the most significant loss; from records it appears to have been comparable in scale and ambition to the Ghent Altarpiece. It was destroyed by French artillery during the bombardment of Brussels in 1695, and is today known only from a tapestry copy. ### Documentation There have been significant challenges for art historians in establishing the names of Netherlandish masters and attributing specific works. The historical record is very poor, such that some major artists' biographies are still bare outlines, while attribution is an ongoing and often contentious debate. Even the most widely accepted attributions are typically only as a result of decades of scientific and historical research originating from after the start of the 20th century. Some painters, such as Adriaen Isenbrandt and Ambrosius Benson of Bruges, who were mass-producing panels to be sold at fair stalls, have had as many as 500 painting attributed to them. The avenues for research have been limited by many historical factors. Many archives were destroyed in bombing campaigns in the two world wars, and a great number of works for which records do exist are themselves lost or destroyed. The record-keeping in the region was inconsistent, and often the export of works by major artists was, owing to the pressures of commercial demand, not adequately recorded. The practice of signing and dating works was rare until the 1420s, and while the inventories of collectors may have elaborately described the works, they attached little importance to recording the artist or workshop that produced them. Surviving documentation tends to come from inventories, wills, payment accounts, employment contracts and guild records and regulations. Because Jan van Eyck's life is well documented in comparison to his contemporary painters, and because he was so clearly the period's innovator, a great number of works were attributed to him after art historians began to research the period. Today Jan is credited with about 26–28 extant works. This reduced number in part follows from the identification of other mid-15th-century painters such as van der Weyden, Christus and Memling, while Hubert, so highly regarded by late-19th-century critics, is now relegated as a secondary figure with no works definitively attributed to him. Many early Netherlandish masters have not been identified, and are today known by "names of convenience", usually of the "Master of ..." format. The practice lacks an established descriptor in English, but the "notname" term is often used, a derivative of a German term. Collecting a group of works under one notname is often contentious; a set of works assigned one notname could have been produced by various artists whose artistic similarities can be explained by shared geography, training, and response to market-demand influences. Some major artists who were known by pseudonyms are now identified, sometimes controversially, as in the case of Campin, who is usually, but not always, associated with the Master of Flémalle. Many unidentified late-14th- and early-15th-century northern artists were of the first rank, but have suffered academic neglect because they have not been attached to any historical person; as Nash puts it, "much of what cannot be firmly attributed remains less studied". Some art historians believe that this situation has fostered a lack of caution in connecting works with historical persons, and that such connections often rest on tenuous circumstantial evidence. The identities of a number of well-known artists have been founded on the basis of a single signed, documented or otherwise attributed work, from which follow further attributions based on technical evidence and geographical proximity. The so-called Master of the Legend of the Magdalen, who may have been Pieter van Coninxloo, is one of the more notable examples; others include Hugo van der Goes, Campin, Stefan Lochner and Simon Marmion. The lack of surviving theoretical writing on art and recorded opinion from any of the pre-16th-century major artists presents still more difficulties in attribution. Dürer, in 1512, was the first artist of the era to properly set down in writing his theories of art, followed by Lucas de Heere in 1565 and Karel van Mander in 1604. Nash believes a more probable explanation for the absence of theoretical writing on art outside Italy is that the northern artists did not yet have the language to describe their aesthetic values, or saw no point in explaining in writing what they had achieved in painting. Surviving 15th-century appreciations of contemporary Netherlandish art are exclusively written by Italians, the best known of which include Cyriacus Ancona in 1449, Bartolomeo Facio in 1456, and Giovanni Santi in 1482. ## Rediscovery The dominance of Northern Mannerism in the mid-16th century was built on a subversion of the conventions of Early Netherlandish art, which in turn fell out of public favour. Yet it remained popular in some royal art collections; Mary of Hungary and Philip II of Spain both sought out Netherlandish painters, sharing a preference for van der Weyden and Bosch. By the early 17th century, no collection of repute was complete without 15th- and 16th-century northern European works; the emphasis however tended to be on the Northern Renaissance as a whole, more towards the German Albrecht Dürer, by far the most collectable northern artist of the era. Giorgio Vasari in 1550 and Karel van Mander (c. 1604) placed the art works of era at the heart of Northern Renaissance art. Both writers were instrumental in forming later opinion about the region's painters, with emphasis on van Eyck as the innovator. The Netherlandish painters were largely forgotten in the 18th century. When Musée du Louvre was converted to an art gallery during the French Revolution, Gerard David's Marriage at Cana – then attributed to van Eyck – was the only piece of Netherlandish art on display there. More large panels were added to the collection after the French conquered the Low Countries. These works had a profound effect on German literary critic and philosopher Karl Schlegel, who after a visit in 1803 wrote an analysis of Netherlandish art, sending it to Ludwig Tieck, who had the piece published in 1805. In 1821 Johanna Schopenhauer became interested in the work of Jan van Eyck and his followers, having seen early Netherlandish and Flemish paintings in the collection of the brothers Sulpiz and Melchior Boisserée in Heidelberg. Schopenhauer did primary archival research because there was very little historical record of the masters, apart from official legal documents. She published Johann van Eyck und seine Nachfolger in 1822, the same year Gustav Friedrich Waagen published the first modern scholarly work on early Netherlandish painting, Ueber Hubert van Eyck und Johann van Eyck; Waagen's work drew on Schlegel and Schopenhauer's earlier analyses. Waagen went on to become director of the Gemäldegalerie in Berlin, amassing a collection of Netherlandish art, including most of the Ghent panels, a number of van der Weyden triptychs, and a Bouts altarpiece. Subjecting the works to meticulous analysis and examination in the course of acquisition, based on distinguishing characteristics of individual artists, he established an early scholarly system of classification. In 1830 the Belgian Revolution split Belgium from the Netherlands of today; as the newly created state sought to establish a cultural identity, Memling's reputation came to equal that of van Eyck in the 19th century. Memling was seen as the older master's match technically, and as possessing a deeper emotional resonance. When in 1848 the collection of Prince Ludwig of Oettingen-Wallerstein at Schloss Wallerstein was forced onto the market, his cousin Prince Albert arranged a viewing at Kensington Palace; though a catalogue of works attributed to the School of Cologne, Jan van Eyck and van der Weyden was compiled by Waagen, there were no other buyers so Albert purchased them himself. At a period when London's National Gallery sought to increase its prestige, Charles Eastlake purchased Rogier van der Weyden's The Magdalen Reading panel in 1860 from Edmond Beaucousin's "small but choice" collection of early Netherlandish paintings. Netherlandish art became popular with museum-goers in the late 19th century. At the beginning of the 20th century, van Eyck and Memling were the most highly regarded, with van der Weyden and Christus little more than footnotes. Later many of the works then attributed to Memling were found to be from van der Weyden or his workshop. In 1902, Bruges hosted the first exhibition of Netherlandish art with 35,000 visitors, an event that was a "turning point in the appreciation of early Netherlandish art". For a number of reasons, the chief of which was the difficulty of securing paintings for the exhibition, only a few of van Eyck's and van der Weyden's panels were displayed, while almost 40 of Memling's pieces were shown. Nevertheless, van Eyck and van der Weyden, to an extent, were then considered the first rank of Netherlandish artists. The Bruges exhibition renewed interest in the period and initiated scholarship that was to flourish in the 20th century. Johan Huizinga was the first historian to place Netherlandish art squarely in the Burgundian period – outside of nationalistic borders – suggesting in his book The Waning of the Middle Ages, published in 1919, that the flowering of the school in the early 15th century resulted wholly from the tastes set by the Burgundian court. Another exhibition visitor, Georges Hulin de Loo, published an independent critical catalogue highlighting the large number of mistakes in the official catalogue, which had used attributions and descriptions from the owners. He and Max Friedländer, who visited and wrote a review of the Bruges exhibition, went on to become leading scholars in the field. ## Scholarship and conservation The most significant early research of Early Netherlandish art occurred in the 1920s, in German art historian Max Jakob Friedländer's pioneering Meisterwerke der Niederländischen Malerei des 15. und 16. Jahrhunderts. Friedländer focused on the biographical details of the painters, establishing attribution, and examining their major works. The undertaking proved extremely difficult, given the scant historical record of even the most significant artists. Fellow-German Erwin Panofsky's analysis in the 1950s and 1960s followed and in many ways challenged Friedländer's work. Writing in the United States, Panofsky made the work of the German art historians accessible to the English-speaking world for the first time. He effectively legitimized Netherlandish art as a field of study, and raised its status to something similar to the early Italian renaissance. Panofsky was one of the first art historians to abandon formalism. He built on Friedländer's attempts at attribution, but focused more on social history and religious iconography. Panofsky developed the terminology with which the Netherlandish paintings are usually described, and made significant advances identifying the rich religious symbolism especially of the major altarpieces. Panofsky was the first scholar to connect the work of Netherlandish painters and illuminators, noticing the considerable overlap. He considered the study of manuscripts to be integral to the study of panels, though in the end came to view illumination as less significant than panel painting – as a prelude to the truly significant work of the northern artists of the 15th and 16th centuries. Otto Pächt and Friedrich Winkler continued and developed on Panofsky's work. They were key in identifying sources of iconography and ascribing attribution, or at least differentiating anonymous masters under names of convenience. The paucity of surviving documentation has made attribution especially difficult, a problem compounded by the workshop system. It was not until the late 1950s, after the research of Friedländer, Panofsky and Meyer Schapiro, that the attributions generally accepted today were established. More recent research from art historians such as Lorne Campbell relies on X-ray and infrared photography to develop an understanding of the techniques and materials used by the painters. The conservation of the Ghent Altarpiece in the mid-1950s pioneered methodologies and scholarship in technical studies. Examination of paint layers and underlayers was later applied to other Netherlandish works, allowing for more accurate attributions. Van Eyck's work, for example, typically shows underdrawings unlike Christus' work. These discoveries, too, hint at the relationships between the masters of the first rank and those in the following generations, with Memling's underdrawings clearly showing van der Weyden's influence. Scholarship since the 1970s has tended to move away from a pure study of iconography, instead emphasizing the paintings' and artists' relation to the social history of their time. According to Craig Harbison, "Social history was becoming increasingly important. Panofsky had never really talked about what kind of people these were." Harbison sees the works as objects of devotion with a "prayer book mentality" available to middle-class burghers who had the means and the inclination to commission devotional objects. Most recent scholarship is moving away from the focus on religious iconography; instead, it investigates how a viewer is meant to experience a piece, as with donor paintings that were meant to elicit the feeling of a religious vision. James Marrow thinks the painters wanted to evoke specific responses, which are often hinted at by the figures' emotions in the paintings.
58,584,193
Hurricane Rosa (2018)
1,171,667,659
Category 4 Pacific hurricane
[ "2018 Pacific hurricane season", "Baja California Peninsula", "Category 4 Pacific hurricanes", "Hurricanes in Arizona", "Hurricanes in California", "Hurricanes in Colorado", "Hurricanes in Nevada", "Hurricanes in New Mexico", "Hurricanes in Utah", "Natural disasters in the Southwestern United States", "Pacific hurricanes in Mexico", "Tropical cyclones in 2018" ]
Hurricane Rosa brought widespread flooding to northwestern Mexico and the Southwestern United States in late September 2018, and was the first tropical cyclone to make landfall in Baja California since Nora in 1997. The seventeenth named storm, tenth hurricane, and seventh major hurricane of the 2018 Pacific hurricane season; Rosa originated from an Atlantic tropical wave that crossed the West African coast on September 6. The wave proceeded westward across the Atlantic, traversing Central America before entering the Gulf of Tehuantepec on September 22. There, the weather system acquired cyclonic features and became a tropical storm on September 25. Within a favorable atmosphere, Rosa entered a period of rapid intensification on September 27, peaking as a Category 4 hurricane with maximum sustained winds of 150 mph (240 km/h) a day later. Over the next few days, Rosa turned north and then northeast while steadily weakening, making landfall in Baja California as a tropical depression on October 2. After crossing over into the Gulf of California, the remnant system split apart and merged with an upper-level low off the coast of California by October 3. Rosa prompted the issuance of tropical storm watches and warnings along the coast of Baja California, as well as various flood watches and warnings throughout the Southwestern United States. The impact of Rosa was relatively minor, as a combination of wind shear and cooler seas had weakened the storm significantly by the time it made landfall. Widespread flooding throughout northwestern Mexico, mainly in Sonora and Baja California, led to one drowning and minor damage. In Arizona, rainfall peaked at 6.89 in (175 mm) and caused flash floods that killed two people. Flood damage from Rosa and its remnants totaled \$50 million (2018 USD) in the Southwestern United States and \$530,000 in Baja California. ## Meteorological history Hurricane Rosa originated from a vigorous tropical wave that departed from the west coast of Africa on September 6. The wave traveled across the tropical Atlantic with minimal associated convection and became difficult to track after interacting with a mid-level trough in the Caribbean Sea. The National Hurricane Center (NHC) issued a Tropical Weather Outlook on September 19, anticipating that an area of low pressure would form in the Gulf of Tehuantepec over the weekend. The wave crossed Central America and entered the gulf on September 22, where it produced a surface circulation with convective activity aloft. Though broad in structure, the system consolidated as it proceeded slightly north of west. It was officially classified as Tropical Depression Twenty-E on September 25, at 06:00 UTC, located 350 mi (560 km) south-southwest of Manzanillo, Mexico. At the time of its formation, the depression was located within a favorable tropospheric environment of warm sea surface temperatures and minimal vertical wind shear, featuring a well-defined center of circulation under an expanding area of strong convection. The depression maintained a trend of steady strengthening over the 24 hours: it was upgraded to Tropical Storm Rosa six hours after being classified, and became the tenth hurricane of the season a day later, at 12:00 UTC on September 26. The NHC remarked that Rosa's structure was well developed at the middle levels of the troposphere, with distinct rainbands wrapped around the southern semicircle of the cyclone. The hurricane leveled in intensity for eighteen hours before proceeding into another phase of rapid intensification; it reached major hurricane status at 18:00 UTC on September 27, peaking in intensity with maximum sustained winds of 150 mph (240 km/h) and a minimum central pressure of 936 mbar (27.6 inHg). This made Rosa the seventh Category 4 hurricane of the year's season. After Rosa reached its peak, the hurricane's eyewall – an inner ring of clouds around the eye, marked by high winds – began to warm considerably, signaling the start of an eyewall replacement cycle. Rosa turned to the northwest on the afternoon of September 28 in response to an approaching mid- to upper-level trough, which would continue to influence the remainder of the hurricane's development. Now tracking over cooler seas, Rosa steadily weakened down to Category 2 by 00:00 UTC, September 29, while undergoing its eyewall replacement. Once the replacement cycle was completed, the storm briefly restrengthened because of its much-improved structure, with expanding outflow to the northeast of the eye. However, Rosa began to experience impinging wind shear from the developing trough, causing a misalignment between the upper and lower levels of the hurricane, as well as coinciding with a final weakening phase. Rosa turned to the north on September 29, ahead of the trough. The unrelenting wind shear – combined with progressively cooler seas and drier air – quickly eroded Rosa's core, disrupting the eye and convection over the southern half of the hurricane. At 12:00 UTC on September 30, the diminishing hurricane dropped to Category 1 while being steered towards the northeast between the trough and a subtropical ridge. Rosa lost its hurricane status twelve hours later, proceeding towards the Baja California Peninsula as a tropical storm. It further weakened to a tropical depression on October 2, after the convection became displaced from the elongating center. At 11:00 UTC on October 2, Rosa made landfall about 70 mi (110 km) southeast of Punta San Antonio in Baja California, becoming the first tropical cyclone to move over the state since Nora of 1997. During its approach towards the Gulf of California, Rosa exhibited an increasingly unwound and diffuse structure, prompting the NHC to declassify it as a tropical cyclone at 15:00 UTC. Shortly after, forecasters at the Weather Prediction Center (WPC) noted that the low- and mid-level circulations of Rosa's remnant had decoupled; the mid-level remnants proceeded into northeast Arizona, while the lower segment traced behind it over the Gulf of California. On October 3, in their final advisory on the system, the WPC reported that the remnants had been absorbed into a deepening non-tropical low off the coast of California. ## Preparations, impact, and aftermath ### Mexico The Government of Mexico issued a tropical storm watch on September 29 for the Pacific Coast of the Baja California Peninsula from Punta Abreojos to Cabo San Quintín. The watches on the west coast of Baja California were changed to tropical storm warnings, and watches were issued for the east coast of Baja California from Bahía de los Angeles to San Felipe on the next day. All the watches and warnings were discontinued after Rosa weakened to a tropical depression. The State Unit of Civil Protection of Sonora issued a yellow alert (imminent severe weather) for 11 municipalities and a green alert (possible severe weather) for 19 municipalities on September 30. A red alert was issued for San Felipe on October 1 as Rosa approached Baja California. On the same day, schools were closed in several communities throughout Baja California as well as in the neighboring state of Sonora. The Marine Plan, an evacuation and rescue plan, was activated in the states of Baja California, Baja California Sur, Sonora, and Sinaloa. Because of its significant weakening before landfall, Rosa had a relatively minor impact in Mexico. Rainfall was heaviest in Baja California, peaking at 6.54 in (166 mm) in Percebu and at 5.39 in (137 mm) in San Felipe. A rainfall total of 2.6 in (67 mm) occurred in Sonoyta, Sonora, near the US-Mexico border. Floods in San Felipe collapsed part of a highway and opened up a sinkhole in the city's port. The port suffered MX\$10 million (US\$530,000) in losses following a five-day shutdown of its operations. Rosa caused widespread coastal flooding near San Felipe and damaged archaeological sites. In Los Cabos, Baja California Sur, rainstorms triggered power outages and floods swept away vehicles. In Puerto Peñasco, Sonora, dozens of homes and businesses suffered from flooding after an estimated 4 in (100 mm) of rain fell. Many of the town's roads were closed, and four bridges became impassable. A woman drowned in Caborca, Sonora, after being swept away by floodwaters. Farther south, in the state of Colima, floodwaters swept through the city of Manzanillo, causing sinkholes, rupturing underground pipes, and inundating buildings. Landslides in and around the city blocked roads and buried three vehicles in mud. Throughout the state of Michoacán, the combined effects from Rosa and nearby Tropical Storm Sergio destroyed 86,000 acres (35,000 ha) of crops. After Rosa's passage, states of emergency were issued for the cities of Ensenada, Mexicali, and Puerto Peñasco. ### United States Exiting the Gulf of California, the remnants of Rosa tracked northward, spawning showers and thunderstorms in the Four Corners region. Damage from flooding in the Southwestern United States totaled about \$50 million (USD). Flood watches and warnings were issued on September 30 for Southern California, Arizona, southwest Colorado, Utah, central Nevada, and a small portion of southeast Idaho. Rosa dropped 5.9 in (150 mm) of rain on a two week old, 240 sq mi (610 km<sup>2</sup>) burn scar in central Utah. Samples taken from streams that received rainfall from Rosa showed that the wildfires had lowered the level of carbon, nitrogen, and phosphorus. On October 1, an interaction between Rosa's remnants and a Pacific low produced severe thunderstorms in San Bernardino County, California. Surging floodwaters carried rocks onto portions of U.S. Route 95 and coated parts of state routes 62 and 127 in mud and debris. Effects from the severe weather extended into Nevada, where flash floods inundated buildings and deposited rubble along Pioche's Main Street. By the time of Rosa's absorption on October 3, a total of 6.89 in (175 mm) of rain was recorded at Towers Mountain, Arizona, located about 85 mi (137 km) north of Phoenix; other areas throughout the state reported up to 5.5 in (140 mm) of rain. The remnants of Rosa caused flash floods throughout the communities of Guadalupe, Glendale, Scottsdale, Fountain Hills, Deer Valley, and Sun City and knocked out power in Yuma. As rainfall exceeded 2 in (50 mm), the National Weather Service issued a flash flood warning for the Phoenix area. Though over two dozen roads, as well as schools and businesses, had been closed, 80 car accidents occurred during the torrential rains. Outside the Phoenix area, weather-related traffic accidents resulted in the deaths of a 26-year-old woman just north of Cameron and a 34-year-old man in Kingman. At Menagers Dam near Sells, Arizona, rainfall from Rosa brought the water level within 1 foot (0.30 m) of maximum capacity on October 2, raising concerns about the dam's structural integrity. Saying dam failure was imminent, the National Weather Service in Tucson urged residents of Ali Chuk to evacuate immediately. Later that day, 162 people were evacuated from Ali Chuk, as well as 32 from Kohatk and 23 from the Menagers Dam community. Engineers were recruited to carry out assessments of the dam, and authorities continued to monitor the water level for two weeks before allowing residents to return to their homes on October 17. Water discharge rates on the Salt River reached 25,000 cu ft (710 m<sup>3</sup>) per second, requiring officials to release water from the Tempe Town Lake. The Federal Highway Administration announced on September 10, 2019, that it was providing \$4.7 million to the state of Arizona to fund road and bridge repairs required as a result of Rosa. Road crews worked to repair a hillside along Arizona State Route 87 that was compromised as a result of heavy rainfall during Rosa. The project involved cleaning ditches, creating new ditches, removing landslide material, depositing boulders to prevent erosion, and repairing pavement; the cost was pegged at \$4.2 million. ## See also - Weather of 2018 - Tropical cyclones in 2018 - List of Category 4 Pacific hurricanes - Other tropical cyclones named Rosa - Lists of tropical cyclones by area: - List of Baja California hurricanes - List of Arizona hurricanes - List of California hurricanes - List of New Mexico hurricanes - Hurricane Raymond (1989) – Category 4 hurricane that took a similar path, affected Baja California Sur as a tropical storm - Hurricane Nora (1997) – Made landfall in Baja California as a Category 1 hurricane, and affected Arizona as a tropical storm - Hurricane Javier (2004) – Category 4 hurricane that took a similar path, affected Baja California Sur as a tropical depression
28,222,625
Sega
1,172,529,818
Japanese video game company
[ "1960 establishments in Japan", "2004 mergers and acquisitions", "Entertainment companies of Japan", "Golden Joystick Award winners", "Gulf and Western Industries", "Japanese brands", "Manufacturing companies based in Tokyo", "Multinational companies headquartered in Japan", "Publishing companies established in 1960", "Sega", "Software companies based in Tokyo", "Video game companies established in 1960", "Video game companies of Japan", "Video game companies of the United States", "Video game development companies", "Video game publishers" ]
is a Japanese multinational video game and entertainment company headquartered in Shinagawa, Tokyo. Its international branches, Sega of America and Sega Europe, are headquartered in Irvine, California and London, respectively. Its division for the development of both arcade games and home video games, Sega Games, has existed in its current state since 2020; from 2015 to that point, the two had made up separate entities known as Sega Games and Sega Interactive Co., Ltd. Sega is a subsidiary of Sega Sammy Holdings. From 1983 until 2001, Sega also developed video game consoles. Sega was founded by American businessmen Martin Bromley and Richard Stewart as on June 3, 1960. Shortly after, the company acquired the assets of its predecessor, Service Games of Japan. In 1965, it became known as Sega Enterprises, Ltd., after acquiring Rosen Enterprises, an importer of coin-operated games. Sega developed its first coin-operated game, Periscope, in 1966. Sega was sold to Gulf and Western Industries in 1969. Following a downturn in the arcade business in the early 1980s, Sega began to develop video game consoles, starting with the SG-1000 and Master System, but struggled against competitors such as the Nintendo Entertainment System. In 1984, Sega executives David Rosen and Hayao Nakayama led a management buyout, with backing from CSK Corporation. In 1988, Sega released the Sega Genesis (known as the Mega Drive outside North America). The Genesis struggled against the competition in Japan, but found success overseas after the release of Sonic the Hedgehog in 1991 and briefly outsold its main competitor, the Super Nintendo Entertainment System, in the US. Later in the decade, Sega suffered several commercial failures such as the 32X, Saturn and Dreamcast consoles. In 2001, Sega stopped manufacturing consoles to become a third-party developer and publisher, and was acquired by Sammy Corporation in 2004. In the years since, Sega has been more profitable. Sega Holdings Co. Ltd. was established in 2015; Sega Corporation was renamed Sega Games Co., Ltd., and its arcade, entertainment and toy divisions separated into other companies. In 2020, Sega Games and Sega Interactive merged and were renamed Sega Corporation. Sega has produced several multi-million-selling game franchises, including Sonic the Hedgehog, Total War, and Yakuza. Sonic, Sega's mascot, is internationally recognized. Sega is one of the world's most prolific arcade game producers, with long-running series such as Virtua Fighter and Initial D Arcade Stage. Its name and branding are used for affiliated companies that operate amusement arcades and produce other entertainment products, including Sega Toys; however, these are largely separate ventures. Sega is recognized for its video game consoles, creativity and innovations. In more recent years, it has been criticized for its business decisions and the quality of its creative output. ## History ### 1940–1982: Origins and arcade success In May 1940, American businessmen Martin Bromley, Irving Bromberg and James Humpert formed Standard Games in Honolulu, Hawaii. Their aim was to provide coin-operated amusement machines, including slot machines, to military bases as the increase in personnel with the onset of World War II would create demand for entertainment. After the war, the founders sold Standard Games in 1945, and in 1946 established Service Games, named for the military focus. After the US government outlawed slot machines in its territories in 1952, Bromley sent employees Richard Stewart and Ray LeMaire to Tokyo to establish Service Games of Japan to provide coin-operated slot machines to US bases in Japan. A year later, all five men established Service Games Panama to control the entities of Service Games worldwide. The company expanded over the next seven years to include distribution in South Korea, the Philippines, and South Vietnam. The name Sega, an abbreviation of Service Games, was first used in 1954 on a slot machine, the Diamond Star. Due to notoriety arising from investigations by the US government into criminal business practices, Service Games of Japan was dissolved on May 31, 1960. On June 3, Bromley established two companies to take over its business activities, Nihon Goraku Bussan and The two new companies purchased all of Service Games of Japan's assets. Kikai Seizō, doing business as Sega, Inc., focused on manufacturing slot machines. Goraku Bussan, doing business under Stewart as Utamatic, Inc., served as a distributor and operator of coin-operated machines, particularly jukeboxes. The companies merged in 1964, retaining the Nihon Goraku Bussan name. Around the same time, David Rosen, an American officer in the United States Air Force stationed in Japan, launched a photo booth business in Tokyo in 1954. This company became Rosen Enterprises, and in 1957 began importing coin-operated games into Japan. In 1965, Nihon Goraku Bussan acquired Rosen Enterprises to form Rosen was installed as the CEO and managing director, while Stewart was named president and LeMaire was the director of planning. Shortly afterward, Sega stopped leasing to military bases and moved its focus from slot machines to coin-operated amusement machines. Its imports included Rock-Ola jukeboxes, pinball games by Williams, and gun games by Midway Manufacturing. Because Sega imported second-hand machines, which required frequent maintenance, it began constructing replacement guns and flippers for its imported games. According to former Sega director Akira Nagai, this led to the company developing its own games. The first arcade electro-mechanical game (EM game) Sega manufactured was the submarine simulator Periscope, released worldwide in the late 1960s. It featured light and sound effects considered innovative and was successful in Japan. It was then exported to malls and department stores in Europe and the United States and helped standardize the 25-cent-per-play cost for arcade games in the US. Sega was surprised by the success, and for the next two years, the company produced and exported between eight and ten games per year. The worldwide success of Periscope led to a "technological renaissance" in the arcade industry, which was reinvigorated by a wave of "audio-visual" EM novelty games that followed in the wake of Periscope during the late 1960s to early 1970s. However, rampant piracy led Sega to cease exporting its games around 1970. In 1969, Sega was sold to the American conglomerate Gulf and Western Industries, although Rosen remained CEO. In 1974, Gulf and Western made Sega Enterprises, Ltd., a subsidiary of an American company renamed Sega Enterprises, Inc. Sega released Pong-Tron, its first video-based game, in 1973. Despite late competition from Taito's hit arcade game Space Invaders in 1978, Sega prospered from the arcade video game boom of the late 1970s, with revenues climbing to over US\$100 million by 1979. During this period, Sega acquired Gremlin Industries, which manufactured microprocessor-based arcade games, and Esco Boueki, a coin-op distributor founded and owned by Hayao Nakayama. Nakayama was placed in a management role of Sega's Japanese operations. In the early 1980s, Sega was one of the top five arcade game manufacturers active in the United States, as company revenues rose to \$214 million. 1979 saw the release of Head On, which introduced the "eat-the-dots" gameplay Namco later used in Pac-Man. In 1981, Sega licensed Frogger, its most successful game until then. In 1982, Sega introduced the first game with isometric graphics, Zaxxon. ### 1982–1989: Entry into the game console market and arcade resurgence Following a downturn in the arcade business starting in 1982, Gulf and Western sold its North American arcade game manufacturing organization and the licensing rights for its arcade games to Bally Manufacturing in September 1983. Gulf and Western retained Sega's North American R&D operation and its Japanese subsidiary, Sega Enterprises, Ltd. With its arcade business in decline, Sega Enterprises, Ltd. president Nakayama advocated for the company to use its hardware expertise to move into the home consumer market in Japan. This led to Sega's development of a computer, the SC-3000. Learning that Nintendo was developing a games-only console, the Famicom, Sega developed its first home video game system, the SG-1000, alongside the SC-3000. Rebranded versions of the SG-1000 were released in several other markets worldwide. The SG-1000 sold 160,000 units in 1983, which far exceeded Sega's projection of 50,000 in the first year but was outpaced by the Famicom. This was in part because Nintendo expanded its game library by courting third-party developers, whereas Sega was hesitant to collaborate with companies with which it was competing in the arcades. In November 1983, Rosen announced his intention to step down as president of Sega Enterprises, Inc. on January 1, 1984. Jeffrey Rochlis was announced as the new president and COO of Sega. Shortly after the launch of the SG-1000, and the death of company founder Charles Bluhdorn, Gulf and Western began to sell off its secondary businesses. Nakayama and Rosen arranged a management buyout of the Japanese subsidiary in 1984 with financial backing from CSK Corporation, a prominent Japanese software company. Sega's Japanese assets were purchased for \$38 million by a group of investors led by Rosen and Nakayama. Isao Okawa, head of CSK, became chairman, while Nakayama was installed as CEO of Sega Enterprises, Ltd. In 1985, Sega began working on the Mark III, a redesigned SG-1000. For North America, Sega rebranded the Mark III as the Master System, with a futuristic design intended to appeal to Western tastes. The Mark III was released in Japan in October 1985. Despite featuring more powerful hardware than the Famicom in some ways, it was unsuccessful at launch. As Nintendo required third-party developers not to publish their Famicom games on other consoles, Sega developed its own games and obtained the rights to port games from other developers. To help market the console in North America, Sega planned to sell the Master System as a toy, similar to how Nintendo had done with the Nintendo Entertainment System. Sega partnered with Tonka, an American toy company, to make use of Tonka's expertise in the toy industry. Ineffective marketing by Tonka handicapped sales of the Master System. By early 1992, production had ceased in North America. The Master System sold between 1.5 million and 2 million units in the region. This was less market share in North America than both Nintendo and Atari, which controlled 80 percent and 12 percent of the market respectively. The Master System was eventually a success in Europe, where its sales were comparable to the NES. As late as 1993, the Master System's active installed user base in Europe was 6.25 million units. The Master System has had continued success in Brazil. New versions continue to be released by Sega's partner in the region, Tectoy. By 2016, the Master System had sold 8 million units in Brazil. During 1984, Sega opened its European division of arcade distribution, Sega Europe. It re-entered the North American arcade market in 1985 with the establishment of Sega Enterprises USA at the end of a deal with Bally. The release of Hang-On in 1985 would prove successful in the region, becoming so popular that Sega struggled to keep up with demand for the game. UFO Catcher was introduced in 1985 and as of 2005 was Japan's most commonly installed claw crane game. In 1986, Sega of America was established to manage the company's consumer products in North America, beginning with marketing the Master System. During Sega's partnership with Tonka, Sega of America relinquished marketing and distribution of the console and focused on customer support and some localization of games. Out Run, released in 1986, became Sega's best selling arcade cabinet of the 1980s. Former Sega director Akira Nagai said Hang-On and Out Run helped to pull the arcade game market out of the 1982 downturn and created new genres of video games. ### 1989–1994: Genesis, Sonic the Hedgehog, and mainstream success With the arcade game market once again growing, Sega was one of the most recognized game brands at the end of the 1980s. In the arcades, the company focused on releasing games to appeal to diverse tastes, including racing games and side-scrollers. Sega released the Master System's successor, the Mega Drive, in Japan on October 29, 1988. The launch was overshadowed by Nintendo's release of Super Mario Bros. 3 a week earlier. Positive coverage from magazines Famitsu and Beep! helped establish a following, with the latter launching a new publication dedicated to the console, but Sega shipped only 400,000 units in the first year. The Mega Drive struggled to compete against the Famicom and lagged behind Nintendo's Super Famicom and NEC's PC Engine in Japanese sales throughout the 16-bit era. For the North American launch, where the console was renamed Genesis, Sega had no sales and marketing organization. After Atari declined an offer to market the console in the region, Sega launched it through its own Sega of America subsidiary. The Genesis was launched in New York City and Los Angeles on August 14, 1989, and in the rest of North America later that year. The European version of the Mega Drive was released in September 1990. Former Atari executive and new Sega of America president Michael Katz developed a two-part strategy to build sales in North America. The first part involved a marketing campaign to challenge Nintendo and emphasize the more arcade-like experience available on the Genesis, with slogans including "Genesis does what Nintendon't". Since Nintendo owned the console rights to most arcade games of the time, the second part involved creating a library of games which used the names and likenesses of celebrities, such as Michael Jackson's Moonwalker and Joe Montana Football. Nonetheless, Sega had difficulty overcoming Nintendo's ubiquity in homes. Despite being tasked by Nakayama to sell a million units in the first year, Katz and Sega of America sold only 500,000. After the launch of the Genesis, Sega sought a new flagship line of releases to compete with Nintendo's Mario series. Its new character, Sonic the Hedgehog, went on to feature in one of the best-selling video game franchises in history. Sonic the Hedgehog began with a tech demo created by Yuji Naka involving a fast-moving character rolling in a ball through a winding tube; this was fleshed out with Naoto Ohshima's character design and levels conceived by designer Hirokazu Yasuhara. Sonic's color was chosen to match Sega's cobalt blue logo; his shoes were inspired by Michael Jackson's boots, and his personality by Bill Clinton's "can-do" attitude. Nakayama hired Tom Kalinske as CEO of Sega of America in mid-1990, and Katz departed soon after. Kalinske knew little about the video game market, but surrounded himself with industry-savvy advisors. A believer in the razor-and-blades business model, he developed a four-point plan: cut the price of the Genesis, create a US team to develop games targeted at the American market, expand the aggressive advertising campaigns, and replace the bundled game Altered Beast with Sonic the Hedgehog. The Japanese board of directors disapproved, but it was approved by Nakayama, who told Kalinske, "I hired you to make the decisions for Europe and the Americas, so go ahead and do it." In large part due to the popularity of Sonic the Hedgehog, the Genesis outsold its main competitor, the Super Nintendo Entertainment System (SNES), in the United States nearly two to one during the 1991 holiday season. By January 1992, Sega controlled 65 percent of the 16-bit console market. Sega outsold Nintendo for four consecutive Christmas seasons due to the Genesis' head start, lower price, and a larger library compared to the SNES at release. Nintendo's dollar share of the US 16-bit market dropped from 60% at the end of 1992 to 37% at the end of 1993, Sega claimed 55% of all 16-bit hardware sales during 1994, and the SNES outsold the Genesis from 1995 through 1997. In 1990, Sega launched the Game Gear, a handheld console, to compete against Nintendo's Game Boy. The Game Gear was designed as a portable version of the Master System and featured a full-color screen, in contrast to the monochrome Game Boy screen. Due to its short battery life, lack of original games, and weak support from Sega, the Game Gear did not surpass the Game Boy, having sold approximately 11 million units. Sega launched the Mega-CD in Japan on December 1, 1991, initially retailing at JP¥49,800. The add-on uses CD-ROM technology. Further features include a second, faster processor, vastly expanded system memory, a graphics chip that performed scaling and rotation similar to Sega's arcade games, and another sound chip. In North America, it was renamed the Sega CD and launched on October 15, 1992, with a retail price of US\$299. It was released in Europe as the Mega-CD in 1993. The Mega-CD sold only 100,000 units during its first year in Japan, falling well below expectations. Throughout the early 1990s, Sega largely continued its success in arcades around the world. In 1992 and 1993, the new Sega Model 1 arcade system board showcased in-house development studio Sega AM2's Virtua Racing and Virtua Fighter (the first 3D fighting game), which, though expensive, played a crucial role in popularizing 3D polygonal graphics. In addition, complex simulator equipment like the rotational R360 kept Sega competing with machines by rival arcade companies, including Taito. New official region-specific distributors and manufacturers, including the UK's Deith Leisure, allowed Sega to sell its machines outside of Japan with ease. Sega's domestic operations division also opened hundreds of family-oriented suburban Sega World amusement arcades in Japan during this period, as well as large over-18s "GiGO" facilities in the high-profile urban areas of Roppongi and Ikebukuro. In 1993, this success was mirrored in overseas territories with the openings of several large branded entertainment centers, such as Sega VirtuaLand in Luxor Las Vegas. In 1994, Sega generated a revenue of or \$000,000 (equivalent to \$0 in 2022). In 1993, the American media began to focus on the mature content of certain video games, such as Night Trap for the Sega CD and the Genesis version of Midway's Mortal Kombat. This came at a time when Sega was capitalizing on its image as an "edgy" company with "attitude", and this reinforced that image. To handle this, Sega instituted the United States' first video game ratings system, the Videogame Rating Council (VRC), for all its systems. Ratings ranged from the family-friendly GA rating to the more mature rating of MA-13, and the adults-only rating of MA-17. Executive vice president of Nintendo of America Howard Lincoln was quick to point out in the United States congressional hearings in 1993 that Night Trap was not rated at all. Senator Joe Lieberman called for another hearing in February 1994 to check progress toward a rating system for video game violence. After the hearings, Sega proposed the universal adoption of the VRC; after objections by Nintendo and others, Sega took a role in forming the Entertainment Software Rating Board. ### 1994–1998: 32X, Saturn, falling console sales, and continued arcade success Sega began work on the Genesis' successor, the Sega Saturn, more than two years before showcasing it at the Tokyo Toy Show in June 1994. According to former Sega of America producer Scot Bayless, Nakayama became concerned about the 1994 release of the Atari Jaguar, and that the Saturn would not be available until the next year. As a result, Nakayama decided to have a second console release to market by the end of 1994. Sega began to develop the 32X, a Genesis add-on which would serve as a less expensive entry into the 32-bit era. The 32X would not be compatible with the Saturn, but would play Genesis games. Sega released the 32X on November 21, 1994, in North America, December 3, 1994, in Japan, and January 1995 in PAL territories, and was sold at less than half of the Saturn's launch price. After the holiday season, interest in the 32X rapidly declined. Sega released the Saturn in Japan on November 22, 1994. Virtua Fighter, a port of the popular arcade game, sold at a nearly one-to-one ratio with the Saturn at launch and was crucial to the system's early success in Japan. Sega's initial shipment of 200,000 Saturn units sold out on the first day, and it was more popular than the new competitor Sony's PlayStation in Japan. In March 1995, Sega of America CEO Tom Kalinske announced that the Saturn would be released in the US on "Saturnday" (Saturday) September 2, 1995. Sega of Japan mandated an early launch to give the Saturn an advantage over the PlayStation. At the first Electronic Entertainment Expo (E3) in Los Angeles on May 11, 1995, Kalinske revealed the release price and that Sega had shipped 30,000 Saturns to Toys "R" Us, Babbage's, Electronics Boutique, and Software Etc. for immediate release. A by-product of the surprise launch was the provocation of retailers not included in Sega's rollout; KB Toys in particular decided to no longer stock its products in response. The Saturn's release in Europe also came before the previously announced North American date, on July 8, 1995. Within two days of the PlayStation's American launch on September 9, 1995, the PlayStation sold more units than the Saturn. Within its first year, the PlayStation secured over twenty percent of the US video game market. The console's high price point, surprise launch, and difficulty handling polygonal graphics were factors in its lack of success. Sega also underestimated the continued popularity of the Genesis; 16-bit sales accounted for 64 percent of the market in 1995. Despite capturing 43 percent of the US market dollar share and selling more than 2 million Genesis units in 1995, Kalinske estimated that, if prepared for demand, another 300,000 could have been sold. Sega announced that Shoichiro Irimajiri had been appointed chairman and CEO of Sega of America in July 1996, while Kalinske left Sega after September 30 of that year. A former Honda executive, Irimajiri had been involved with Sega of America since joining Sega in 1993. The company also announced that Rosen and Nakayama had resigned from their positions at Sega of America, though both remained with Sega. Bernie Stolar, a former executive at Sony Computer Entertainment of America, became Sega of America's executive vice president in charge of product development and third-party relations. Stolar was not supportive of the Saturn, believing its hardware was poorly designed. While Stolar had said "the Saturn is not our future" at E3 1997, he continued to emphasize the quality of its games, and later reflected that "we tried to wind it down as cleanly as we could for the consumer." At Sony, Stolar had opposed the localization of certain Japanese PlayStation games that he felt would not represent the system well in North America. He advocated a similar policy for the Saturn, generally blocking 2D arcade games and role-playing games from release, although he later sought to distance himself from this stance. Other changes included a softer image in Sega's advertising, including removing the "Sega!" scream, and holding press events for the education industry. Sega partnered with GE to develop the Sega Model 2 arcade system board, building on 3D technology in the arcade industry at the time. This led to several successful arcade games, including Daytona USA, launched in a limited capacity in late 1993 and worldwide in 1994. Other popular games included Virtua Cop, Sega Rally Championship, and Virtua Fighter 2. Virtua Fighter and Virtua Fighter 2 became Sega's best-selling arcade games of all time, surpassing their previous record holder Out Run. There was also a technological arms race between Sega and Namco during this period, driving the growth of 3D gaming. Beginning in 1994, Sega launched a series of indoor theme parks in Japan under a concept dubbed "Amusement Theme Park", including Joypolis parks sited in urban Tokyo locations such as Yokohama and Odaiba. A rapid overseas rollout was planned, with at least 100 locations across the world proposed to be opened by 2000, however only two, SegaWorld London and Sega World Sydney, would ultimately materialise in September 1996 and Match 1997, respectively. Following on from difficulties faced in setting up theme parks in the United States, Sega established the GameWorks chain of urban entertainment centers in a joint venture with DreamWorks SKG and Universal Studios during March 1997. In 1995, Sega partnered with Atlus to launch Print Club (purikura), an arcade photo sticker machine that produces selfie photos. Atlus and Sega introduced Purikura in February 1995, initially at game arcades, before expanding to other popular culture locations such as fast food shops, train stations, karaoke establishments and bowling alleys. Purikura became a popular form of entertainment among youths across East Asia, laying the foundations for modern selfie culture. By 1997, about 47,000 Purikura machines had been sold, earning Sega an estimated () or \$000,000 (equivalent to \$0 in 2022) from Purikura sales that year. Various other similar purikira machines appeared from other manufacturers, with Sega controlling about half of the market in 1997. Sega also made forays in the PC market with the 1995 establishment of SegaSoft, which was tasked with creating original Saturn and PC games. From 1994 to 1999, Sega also participated in the arcade pinball market when it took over Data East's pinball division, renaming it Sega Pinball. In January 1997, Sega announced its intentions to merge with the Japanese toymaker Bandai. The merger, planned as a \$1 billion stock swap whereby Sega would wholly acquire Bandai, was set to form a company known as Sega Bandai, Ltd. Though it was to be finalized in October of that year, it was called off in May after growing opposition from Bandai's midlevel executives. Bandai instead agreed to a business alliance with Sega. As a result of Sega's deteriorating financial situation, Nakayama resigned as Sega president in January 1998 in favor of Irimajiri. Nakayama's resignation may have in part been due to the failure of the merger, as well as Sega's 1997 performance. Stolar became CEO and president of Sega of America. After the launch of the Nintendo 64 in the US during 1996, sales of the Saturn and its games fell sharply in much of the west. The PlayStation outsold the Saturn three-to-one in the US in 1997, and the latter failed to gain a foothold in Europe and Australia, where the Nintendo 64 would not release until March 1997. After several years of declining profits, Sega had a slight increase in the fiscal year ended March 1997, partly driven by increasing arcade revenue, while outperforming Nintendo during the mid-term period. However, in the fiscal year ending March 1998, Sega suffered its first financial loss since its 1988 listing on the Tokyo Stock Exchange as both a parent company and a corporation as a whole. Shortly before the announcement of the losses, Sega discontinued the Saturn in North America to prepare for the launch of its successor, the Dreamcast, releasing remaining games in low quantities. The decision to discontinue the Saturn effectively left the North American home console market without Sega games for over a year, with most of its activity in the country coming from arcade divisions. The Saturn lasted longer in some Europe territories and particularly Japan, with it notably outperforming the Nintendo 64 in the latter. Nonetheless, Irimajiri confirmed in an interview with Japanese newspaper Daily Yomiuri that Saturn development would stop at the end of 1998 and games would continue to be produced until mid-1999. With lifetime sales of 9.26 million units, the Saturn is retrospectively considered a commercial failure in much of the world. While Sega had success with the Model 3 arcade board and titles like Virtua Fighter 3, Sega's arcade divisions struggled in the West during the late 1990s. On the other hand, Sega's arcade divisions were more successful in Asia, with Sega's overall arcade revenues increasing year-on-year throughout the late 1990s, but it was not enough to offset the significant declining revenues of Sega's home consumer divisions. ### 1998–2001: Dreamcast and continuing struggles Despite a 75 percent drop in half-year profits just before the Japanese launch of the Dreamcast, Sega felt confident about its new system. The Dreamcast attracted significant interest and drew many pre-orders. Sega announced that Sonic Adventure, the next game starring company mascot Sonic the Hedgehog, would be a Dreamcast launch game. It was promoted with a large-scale public demonstration at the Tokyo Kokusai Forum Hall. Due to a high failure rate in the manufacturing process, Sega could not ship enough consoles for the Dreamcast's Japanese launch. As more than half of its limited stock had been pre-ordered, Sega stopped pre-orders in Japan. Before the launch, Sega announced the release of its New Arcade Operation Machine Idea (NAOMI) arcade system board, which served as a cheaper alternative to the Sega Model 3. NAOMI shared technology with the Dreamcast, allowing nearly identical ports of arcade games. The Dreamcast launched in Japan on November 27, 1998. The entire stock of 150,000 consoles sold out by the end of the day. Irimajiri estimated that another 200,000 to 300,000 Dreamcast units could have been sold with sufficient supply. He hoped to sell more than a million Dreamcast units in Japan by February 1999, but less than 900,000 were sold. The low sales undermined Sega's attempts to build up a sufficient installed base to ensure the Dreamcast's survival after the arrival of competition from other manufacturers. Sega suffered a further ¥42.881 billion consolidated net loss in the fiscal year ending March 1999, and announced plans to eliminate 1,000 jobs, nearly a quarter of its workforce. Before the Western launch, Sega reduced the price of the Dreamcast in Japan by JP¥9,100, effectively making it unprofitable but increasing sales. On August 11, 1999, Sega of America confirmed that Stolar had been fired. Peter Moore, whom Stolar had hired as a Sega of America executive only six months before, was placed in charge of the North American launch. The Dreamcast launched in North America on September 9, 1999, with 18 games. Sega set a record by selling more than 225,132 Dreamcast units in 24 hours, earning \$98.4 million in what Moore called "the biggest 24 hours in entertainment retail history". Within two weeks, US Dreamcast sales exceeded 500,000. By Christmas, Sega held 31 percent of the US video game market by revenue. On November 4, Sega announced it had sold more than a million Dreamcast units. Nevertheless, the launch was marred by a glitch at one of Sega's manufacturing plants, which produced defective GD-ROMs where data was not properly recorded onto the disc. Sega released the Dreamcast in Europe on October 14, 1999. While Sega sold 500,000 units in Europe by Christmas 1999, sales there slowed, and by October 2000 Sega had sold only about a million units. Though the Dreamcast's launch was successful, Sony's PlayStation still held 60 percent of the overall market share in North America at the end of 1999. On March 2, 1999, in what one report called a "highly publicized, vaporware-like announcement", Sony revealed the first details of the PlayStation 2. The same year, Nintendo announced that its next console would meet or exceed anything on the market, and Microsoft began development of its own console, the Xbox. Sega's initial momentum proved fleeting as US Dreamcast sales—which exceeded 1.5 million by the end of 1999—began to decline as early as January 2000. Poor Japanese sales contributed to Sega's ¥42.88 billion (\$404 million) consolidated net loss in the fiscal year ending March 2000. This followed a similar loss of ¥42.881 billion the previous year and marked Sega's third consecutive annual loss. Sega's overall sales for the term increased 27.4 percent, and Dreamcast sales in North America and Europe greatly exceeded its expectations. However, this coincided with a decrease in profitability due to the investments required to launch the Dreamcast in Western markets and poor software sales in Japan. At the same time, worsening conditions reduced the profitability of Sega's Japanese arcade business, prompting the closure of 246 locations. Moore became the president and chief operating officer of Sega of America on 8 May 2000. He said the Dreamcast would need to sell 5 million units in the US by the end of 2000 to remain viable, but Sega fell short of this goal with some 3 million units sold. Moreover, Sega's attempts to spur Dreamcast sales through lower prices and cash rebates caused escalating financial losses. In March 2001, Sega posted a consolidated net loss of ¥51.7 billion (\$417.5 million). While the PlayStation 2's October 26 US launch was marred by shortages, this did not benefit the Dreamcast as much as expected, as many disappointed consumers continued to wait or purchased a PSone. Eventually, Sony and Nintendo held 50 and 35 percent of the US video game market respectively, while Sega held only 15 percent. ### 2001–2003: Shift to third-party software development CSK chairman Isao Okawa replaced Irimajiri as president of Sega on May 22, 2000. Okawa had long advocated that Sega abandon the console business. Others shared this view; Sega co-founder David Rosen had "always felt it was a bit of a folly for them to be limiting their potential to Sega hardware", and Stolar had suggested Sega should have sold the company to Microsoft. In a September 2000 meeting with Sega's Japanese executives and heads of its first-party game studios, Moore and Sega of America executive Charles Bellfield recommended that Sega abandon its console business. In response, the studio heads walked out. Sega announced an official company name change from Sega Enterprises, Ltd. to Sega Corporation effective November 1, 2000. Sega stated in a release that this was to display its commitment to its "network entertainment business". On January 23, 2001, Japanese newspaper Nihon Keizai Shinbun reported that Sega would cease production of the Dreamcast and develop software for other platforms. After an initial denial, Sega released a press release confirming it was considering producing software for the PlayStation 2 and Game Boy Advance as part of its "new management policy". On January 31, 2001, Sega announced the discontinuation of the Dreamcast after March 31 and the restructuring of the company as a "platform-agnostic" third-party developer. Sega also announced a Dreamcast price reduction to eliminate its unsold inventory, estimated at 930,000 units as of April 2001. This was followed by further reductions to clear the remaining inventory. The final manufactured Dreamcast was autographed by the heads of all nine of Sega's first-party game studios, plus the heads of sports game developer Visual Concepts and audio studio Wave Master, and given away with 55 first-party Dreamcast games through a competition organized by GamePro. Okawa, who had loaned Sega \$500 million in 1999, died on March 16, 2001. Shortly before his death, he forgave Sega's debts to him and returned his \$695 million worth of Sega and CSK stock, helping the company survive the third-party transition. He held failed talks with Microsoft about a sale or merger with their Xbox division. According to former Microsoft executive Joachim Kempin, Microsoft founder, Bill Gates, decided against acquiring Sega because "he didn't think that Sega had enough muscle to eventually stop Sony". A business alliance with Microsoft was announced whereby Sega would develop 11 games for the Xbox. As part of the restructuring, nearly one third of Sega's Tokyo workforce was laid off in 2001. 2002 was Sega's fifth consecutive fiscal year of net losses. After Okawa's death, Hideki Sato, a 30-year Sega veteran who had worked on Sega's consoles, became the company president. Following poor sales in 2002, Sega cut its profit forecast for 2003 by 90 percent, and explored opportunities for mergers. In 2003, Sega began talks with Sammy Corporation–a pachinko and pachislot manufacturing company–and Namco. The president of Sammy, Hajime Satomi, had been mentored by Okawa and was previously asked to be CEO of Sega. On February 13, Sega announced that it would merge with Sammy; however, as late as April 17, Sega was still in talks with Namco, which was attempting to overturn the merger. Sega's consideration of Namco's offer upset Sammy executives. The day after Sega announced it no longer planned to merge with Sammy, Namco withdrew its offer. In 2003, Sato and COO Tetsu Kamaya stepped down. Sato was replaced by Hisao Oguchi, the head of the Sega studio Hitmaker. Moore left Sega in January 2003 following a meeting in which he was frustrated by Japanese executives refusing to adapt to industry changes, such as the demand for mature games such as Grand Theft Auto III. Hideaki Irie, who had worked at Agetec and ASCII, became the new president and COO of Sega of America in October 2003. ### 2003–2015: Sammy takeover and business expansion In August 2003, Sammy bought 22.4 percent of Sega's shares from CSK, making Sammy into Sega's largest shareholder. In the same year, Hajime Satomi said Sega's activity would focus on its profitable arcade business as opposed to loss-incurring home software development. In 2004, Sega Sammy Holdings, an entertainment conglomerate, was created; Sega and Sammy became subsidiaries of the new holding company, both companies operating independently while the executive departments merged. According to the first Sega Sammy Annual Report, the merger went ahead as both companies were facing difficulties. Satomi said Sega had been operating at a loss for nearly ten years, while Sammy feared stagnation and overreliance of its highly profitable pachislot and pachinko machine business and wanted to diversify. Sammy acquired the remaining percentages of Sega, completing a takeover. The stock swap deal valued Sega between \$1.45 billion and \$1.8 billion. Sega Sammy Holdings was structured into four parts: Consumer Business (video games), Amusement Machine Business (arcade games), Amusement Center Business (Sega's theme parks and arcades) and Pachislot and Pachinko Business (Sammy's pachinko and pachislot business). In response to the decline of the global arcade industry in the late 1990s, Sega created several novel concepts tailored to the Japanese market. Derby Owners Club was an arcade machine with memory cards for data storage, designed to take over half an hour to complete and costing JP¥500 to play. Testing of Derby Owners Club in a Chicago arcade showed that it had become the most popular machine at the location, with a 92% replay rate. While the eight-player Japanese version of the game was released in 1999, the game was reduced to a smaller four-player version due to size issues and released in North America in 2003. According to an industry survey, as of 2005, sales of arcade machines were up for the previous four years in Japan, while down for nine straight years overseas. While the Japanese market retained core players, western arcades had become more focused on casual players, and Sega Amusements Europe, the entity created to officially distribute and manufacture Sega's machines on the continent after the consolidation of its regional divisions, subsequently decided to develop more games locally that were better suited to western tastes. In 2005, the GameWorks chain of arcades came under the sole ownership of Sega, which previously was shared with Vivendi Universal, and remained under their ownership until 2011. In 2009, Sega Republic, an indoor theme park, opened in Dubai. Sega gradually reduced its arcade centers from 450 in 2005 to around 200 in 2015. Arcade machine sales incurred higher profits than the company's console, mobile and PC games on a year-to-year basis until the fiscal year of 2014. In order to drive growth in western markets, Sega announced new leadership for Sega of America and Sega Europe in 2005. Simon Jeffery became president and COO of Sega of America, and Mike Hayes president and COO for Sega Europe. In 2009, Hayes became president of the combined outfit of both Sega of America and Sega Europe, due to Jeffery leaving. In the console and handheld business, Sega found success in the Japanese market with the Yakuza, Phantasy Star Portable and Hatsune Miku: Project DIVA series. Sega began providing the 3D imaging for Hatsune Miku holographic concerts in 2010. Sega also distributes games from smaller Japanese game developers and sells localizations of Western games in Japan. In 2013, Index Corporation was purchased by Sega Sammy after going bankrupt. The year before, Sega signed a deal to distribute Atlus titles in Japan. After the buyout, Sega implemented a corporate spin-off with Index. The latter's game assets were rebranded as Atlus, a wholly owned subsidiary of Sega. In the mobile market, Sega released its first app on the iTunes Store with a version of Super Monkey Ball in 2008. Due in part to the decline of packaged game sales worldwide in the 2010s, Sega began layoffs and closed five offices based in Europe and Australia on July 1, 2012. This was to focus on the digital game market, such as PC and mobile devices. In 2012, Sega also began acquiring studios for mobile development, studios such as Hardlight, Three Rings Design, and Demiurge Studios becoming fully owned subsidiaries. 19 older mobile games were pulled due to quality concerns in May 2015. To streamline operations, Sega established operational firms for each of its businesses in the 2010s. In 2012, Sega established Sega Networks as a subsidiary company for its mobile games. The same year, Sega Entertainment was established for Sega's amusement facility business. In January 2015, Sega of America announced its relocation from San Francisco to Atlus USA's headquarters in Irvine, California, which was completed later that year. From 2005 to 2015, Sega's operating income generally saw improvements compared to Sega's past financial problems, but was not profitable every year. ### 2015–2020: Sega Games and Sega Interactive In April 2015, Sega Corporation was reorganized into Sega Group, one of three groups of Sega Sammy Holdings. Sega Holdings Co., Ltd. was established, with four business sectors under its control. Haruki Satomi, son of Hajime Satomi, took office as president and CEO of the company in April 2015. Sega Games Co., Ltd. became the legal name of Sega Corporation and continued to manage home video games, while Sega Interactive Co., Ltd. was founded to take control of the arcade division. Sega Networks merged with Sega Games Co., Ltd. in 2015. At the Tokyo Game Show in September 2016, Sega announced that it had acquired the intellectual property and development rights to all games developed and published by Technosoft. Effective from January 2017, 85.1% of the shares in Sega's theme park business became owned by China Animations Character Co., renaming the former Sega Live Creation to CA Sega Joypolis. Sega Sammy Holdings announced in April 2017 that it would relocate its head office functions and domestic subsidiaries located in the Tokyo metropolitan area to Shinagawa-ku by January 2018. This was to consolidate scattered head office functions including Sega Sammy Holdings, Sammy Corporation, Sega Holdings, Sega Games, Atlus, Sammy Network, and Dartslive. Sega's previous headquarters in Ōta was sold in 2019. In June 2017, Chris Bergstresser replaced Jurgen Post as president and COO of Sega Europe. In June 2018, Gary Dale, formerly of Rockstar Games and Take-Two Interactive, replaced Chris Bergstresser as president and COO of Sega Europe. A few months later, Ian Curran, a former executive at THQ and Acclaim Entertainment, replaced John Cheng as president and COO of Sega of America in August 2018. In October 2018, Sega reported favorable western sales results from games such as Yakuza 6 and Persona 5, due to the localization work of Atlus USA. Despite a 35-percent increase in the sale of console games and success in its PC game business, profits fell 70 percent for the 2018 fiscal year in comparison to the previous year, mainly due to the digital games market which includes mobile games as well as Phantasy Star Online 2. In response, Sega announced that for its digital games it would focus on releases for its existing intellectual property and also focus on growth areas such as packaged games in the overseas market. Sega blamed the loss on market miscalculations and having too many games under development. Projects in development at Sega included a new game in the Yakuza series, the Sonic the Hedgehog film, and the Sega Genesis Mini, which was released in September 2019. In May 2019, Sega acquired Two Point Studios, known for Two Point Hospital. On April 1, 2020, Sega Interactive merged with Sega Games Co., Ltd. The company was again renamed Sega Corporation, while Sega Holdings Co., Ltd. was renamed Sega Group Corporation. According to a company statement, the move was made to allow greater research and development flexibility. Also in April 2020, Sega sold Demiurge Studios to Demiurge co-founder Albert Reed. Demiurge said it would continue to support the mobile games it developed under Sega. ### 2020–present: Recent history As part of the company's 60th anniversary, Sega announced the Game Gear Micro microconsole for release on October 6, 2020, in Japan. Sega also announced its Fog Gaming platform, which utilizes the unused processing power of arcade machines in Japanese arcades overnight to help power cloud gaming applications. Sega made a number of restructuring moves in the early 2020s. During the latter half of 2020, many of the financial gains Sega made in the earlier part of the year dissolved due to the impact of the COVID-19 pandemic on its Sega Entertainment division, which ran its arcades. In November of that year, Sega Sammy sold 85.1% of its shares in the division to Genda Inc., though the Sega branding and coin-operated machines produced by the company continue to be found in the arcades. Arcade game development was unaffected by the move. By January 2022, Sega sold the remaining portion of this division to Genda. Sega Group Corporation was formally dissolved by its parent company in 2021. Contrasting its losses brought forth by amusement operations in 2020, sales and critical reception of Sega's home console games improved; Metacritic named Sega the best publisher of the year in 2020. Of its 28 releases that year, 95% had "good" Metacritic scores (above 75%), including two with "great" scores (above 90% for Persona 5 Royal and Yakuza 0), with an average Metacritic score of 81.6% for all 2020 Sega releases. In 2023, Sega announced plans to acquire Finnish video game developer Rovio Entertainment for US\$776 million by August 17. On April 24, 2023, 144 employees of Sega of America announced plans to file a new union election under the new labor union entitled Allied Employees Guild Improving Sega, which is allied with the Communication Workers of America via CWA Local 9510. The new union represents workers from different departments ranging from marketing, to quality assurance, development, and localization, making it the first of its kind in the Video Game industry in the United States. An election took place on June 16, 2023, where it was later announced on July 10, 2023, that workers voted 91–26 to form a union at Sega of America. The union is undergoing certification with the National Labor Relations Board before going into bargaining. ## Corporate structure Since 2004, Sega has been a subsidiary of Sega Sammy Holdings. Sega's global headquarters are in Shinagawa, Tokyo, Japan. Sega also has offices in Irvine, California (as Sega of America), in London (as Sega Europe), in Seoul, South Korea (as Sega Publishing Korea), and in Singapore, Hong Kong, Shanghai, and Taipei. In other regions, Sega has contracted distributors for its games and consoles, such as Tectoy in Brazil. Sega has had offices in France, Germany, Spain, and Australia; those markets have since contracted distributors. Relations between the regional offices have not always been smooth. Some conflict in the 1990s may have been caused by Sega president Nakayama and his admiration for Sega of America; according to Kalinske, "There were some guys in the executive suites who really didn't like that Nakayama in particular appeared to favor the US executives. A lot of the Japanese executives were maybe a little jealous, and I think some of that played into the decisions that were made." By contrast, author Steven L. Kent said Nakayama bullied American executives and that Nakayama believed the Japanese executives made the best decisions. Kent also said Sega of America CEOs Kalinske, Stolar, and Moore dreaded meeting with Sega of Japan executives. ### Subsidiaries of Sega Corporation After the formation of Sega Group in 2015 and the founding of Sega Holdings, the former Sega Corporation was renamed Sega Games Co., Ltd. Under this structure, Sega Games was responsible for the home video game market and consumer development, while Sega Interactive Co., Ltd., comprised Sega's arcade game business. The two were consolidated in 2020, renamed as Sega Corporation, and Sega Group Corporation was formally absorbed into Sega Corporation in 2021. The company includes Sega Networks, which handles game development for smartphones. Sega Corporation develops and publishes games for major video game consoles and arcade cabinets, and has not expressed interest in developing consoles again. According to former Sega Europe CEO Mike Brogan, "There is no future in selling hardware. In any market, through competition, the hardware eventually becomes a commodity ... If a company has to sell hardware then it should only be to leverage software, even if that means taking a hit on the hardware." Sega Toys Co., Ltd., originally known as Yonezawa Toys and acquired by Sega in 1991, has created toys for children's franchises such as Oshare Majo: Love and Berry, Mushiking: King of the Beetles, Lilpri, Bakugan, Jewelpet, Rilu Rilu Fairilu, Dinosaur King, and Hero Bank. Products released in the West include the home planetarium Homestar and the robot dog iDog. The Homestar was released in 2005 and has been improved several times. Its newest model, Flux, was released in 2019. The series is developed by the Japanese inventor and entrepreneur Takayuki Ohira. As a recognized specialist for professional planetariums, he has received numerous innovation prizes and supplies large planetariums internationally with his company Megastar. Sega Toys also inherited the Sega Pico handheld system and produced Pico software. Since the late 1960s, Sega has been affiliated with operations of bowling alleys and arcades through its former Sega Entertainment Co., Ltd. subsidiary in Japan, as well as a number of other smaller regional subsidiaries in other countries. Initiatives to expand operations in other territories, such as the US, UK, France, Spain, and Taiwan, have been more short-lived, and following the 85.1% majority acquisition of Sega Entertainment's shares in November 2020 to mitigate losses caused by the COVID-19 pandemic, Sega's arcades in Japan since have been run under Genda Incorporated's Genda GiGO Entertainment division. Its DartsLive subsidiary creates electronic darts games, while Sega Logistics Service distributes and repairs arcade games. In 2015, Sega and Japanese advertising agency Hakuhodo formed a joint venture, Stories LLC, to create entertainment for film and TV. Stories LLC has exclusive licensing rights to adapt Sega properties into film and television, and has partnered with producers to develop series based on properties including Shinobi, Golden Axe, Virtua Fighter, The House of the Dead, and Crazy Taxi. ### Research and development Sega produces games through its research and development teams. The Sonic the Hedgehog franchise, maintained through Sega's Sonic Team division, is one of the best-selling franchises in video games. Sega has also acquired third-party studios including Atlus, Play Heart, Amplitude Studios, Creative Assembly, Hardlight, Relic Entertainment, Sports Interactive, and Two Point Studios. Sega's software research and development teams began with one development division operating under Sega's longtime head of R&D, Hisashi Suzuki. As the market increased for home video game consoles, Sega expanded with three Consumer Development (CS) divisions. After October 1983, arcade development expanded to three teams: Sega DD No. 1, 2, and 3. Some time after the release of Power Drift, Sega restructured its teams again as the Sega Amusement Machine Research and Development Teams, or AM teams. Each arcade division was segregated, and a rivalry existed between the arcade and consumer development divisions. In what has been called "a brief moment of remarkable creativity", in 2000, Sega restructured its arcade and console development teams into nine semi-autonomous studios headed by the company's top designers. The studios were United Game Artists, Smilebit, Hitmaker, Sega Rosso, Sega Wow, Overworks, Amusement Vision, Sega AM2, and Sonic Team. Sega's design houses were encouraged to experiment and benefited from a relatively lax approval process. After taking over as company president in 2003, Hisao Oguchi announced his intention to consolidate Sega's studios. Prior to the acquisition by Sammy, Sega began the process of re-integrating its subsidiaries into the main company. Toshihiro Nagoshi, formerly the head of Amusement Vision, recalls this period as "in many ways a labour of love" from Sega, teaching the creatives the experience of managing a business. Sega still operates first-party studios as departments of its research and development division. Sonic Team exists as Sega's CS2 research and development department, while Sega's CS3 or Online department has developed games such as Phantasy Star Online 2, and Sega Interactive's AM2 department has more recently worked on projects such as smartphone game Soul Reverse Zero. Toshihiro Nagoshi remained involved with research and development as Sega's chief creative officer or creative director while working on the Yakuza series until 2021. ## Legacy Sega is one of the world's most prolific arcade game producers, having developed more than 500 games, 70 franchises, and 20 arcade system boards since 1981. It has been recognized by Guinness World Records for this achievement. Of Sega's arcade division, Eurogamer's Martin Robinson said, "It's boisterous, broad and with a neat sense of showmanship running through its range. On top of that, it has something that's often evaded its console-dwelling cousin: success." The Sega Genesis is often ranked among the best consoles in history. In 2014, USgamer's Jeremy Parish credited it for galvanizing the market by breaking Nintendo's near-monopoly, helping create modern sports game franchises, and popularizing television games in the UK. Kalinske felt Sega had innovated by developing games for an older demographic and pioneering the "street date" concept with the simultaneous North American and European release of Sonic the Hedgehog 2. Sega of America's marketing campaign for the Genesis influenced marketing for later consoles. Despite its commercial failure, the Saturn is well regarded for its library, though it has been criticized for a lack of high-profile franchise releases. Edge wrote that "hardened loyalists continue to reminisce about the console that brought forth games like Burning Rangers, Guardian Heroes, Dragon Force, and Panzer Dragoon Saga." Sega's management was criticized for its handling of the Saturn. According to Greg Sewart of 1Up.com, "the Saturn will go down in history as one of the most troubled, and greatest, systems of all time". The Dreamcast is remembered for being ahead of its time, with several concepts that became standard in consoles, such as motion controls and online functionality. Its demise has been connected with transitions in the video game industry. In 1001 Video Games You Must Play Before You Die, Duncan Harris wrote that the Dreamcast's end "signaled the demise of arcade gaming culture ... Sega's console gave hope that things were not about to change for the worse and that the tenets of fast fun and bright, attractive graphics were not about to sink into a brown and green bog of realistic war games." Parish contrasted the Dreamcast's diverse library with the "suffocating sense of conservatism" that pervaded the industry in the following decade. In Eurogamer, Damien McFerran wrote that Sega's decisions in the late 1990s were "a tragic spectacle of overconfidence and woefully misguided business practice". Travis Fahs of IGN noted that since the Sammy takeover Sega had developed fewer games and outsourced to more western studios, and that its arcade operations had been significantly reduced. Nonetheless, he wrote: "Sega was one of the most active, creative, and productive developers the industry has ever known, and nothing that can happen to their name since will change that." In 2015, Sega president Haruki Satomi told Famitsu that, in the previous ten years, Sega had "betrayed" the trust of older fans and that he hoped to re-establish the Sega brand. During the promotion of the Sega Genesis Mini, Sega executive manager Hiroyuki Miyazaki reflected on Sega's history, saying, "I feel like Sega has never been the champion, at the top of all the video game companies, but I feel like a lot of people love Sega because of the underdog image." Former Sega management cited the absence of Dragon Quest and Final Fantasy games on their home consoles as a reason for the console division's struggles, especially in Japan. In his 2018 book The Sega Arcade Revolution, Horowitz connected Sega's decline in the arcades after 1995 with broader industry changes. He argued that its most serious problems came from the loss of its creative talent, particularly Yuji Naka and Yu Suzuki, after the Sammy takeover, but concluded that "as of this writing, Sega is in its best financial shape of the past two decades. The company has endured." ## See also - List of Sega video game franchises - Lists of Sega games - Sega, S.A. SONIC - Sega Technical Institute
1,159,106
Marina Bay MRT station
1,173,263,650
Mass Rapid Transit station in Singapore
[ "Downtown Core (Singapore)", "Mass Rapid Transit (Singapore) stations", "Railway stations in Singapore opened in 1989" ]
Marina Bay MRT station is an underground Mass Rapid Transit (MRT) interchange station on the North South (NSL), Circle (CCL) and Thomson–East Coast (TEL) lines in Singapore. Located in the Downtown Core district near Marina Bay, the station serves the Marina One Residences, Marina Bay Suites and the Marina Bay Financial Centre. Marina Bay station was one of the last stations to be completed in the early phases of the MRT network, opening on 4 November 1989. It was the terminus of the NSL until the line's extension to Marina South Pier station in 2014. The station became an interchange station with the CCL upon the completion of the two-station branch extension from Promenade station in January 2012. The TEL station platforms were completed in November 2022 as part of TEL Stage 3, becoming a triple-line interchange on the MRT network. The station features numerous works of art as part of the MRT network's Art-in-Transit programme. An overhanging flower sculpture Flowers in Blossom II is displayed over the CCL mezzanine. The CCL platforms feature a series of photographs Train Rides on Rainy Days by Nah Yong En and the TEL station features a series of murals Walking into The Interstitial by Tang Ling Nah. ## History ### North South Line The station was named Marina South in the early plans of the MRT network published in May 1982. Confirmation that the station would be among the Phase I stations (from Ang Mo Kio to this station) came in November that year alongside a name change to Marina Bay. This segment was given priority as it passed through areas that had a higher demand for public transport, such as the densely populated housing estates of Toa Payoh and Ang Mo Kio and the Central Area. The line aimed to relieve the traffic congestion on the Thomson–Sembawang road corridor. Civil Contract 310 for the construction of the 900-metre (0.56 mi) cut-and-cover connecting tunnels, as well as Marina Bay MRT station, was awarded to a joint venture between Gammon and Antara Koh at a value of in April 1986. The main challenges of the construction included tunnelling underneath the Telok Ayer Basin and building the station and tunnels in soft soil. Due to the soft marine clay, open excavation was not possible. Divers had to cut the 20-metre (66 ft) trenches for the MRT tunnels in zero visibility and very muddy water. A concrete base for the tunnels was then laid with the water pumped out, upon which the tunnels and the station were to be built. The tunnels were then covered with another layer of concrete before the seabed was refilled. During the construction, a World War II-era bomb was found at the work site and was safely detonated elsewhere by the Singapore Armed Forces Bomb Disposal Unit. The station opened on 4 November 1989 and was the southern terminus of the North South line (NSL) until the 1-kilometre (0.62 mi) extension to Marina South Pier station opened in 2014. On 8 January 2006, this station was one of the four stations that participated in Exercise Northstar V, a large-scale emergency preparedness exercise. ### Circle Line An extension of the Circle line (CCL) to this station was first announced in April 2007. Contract 901 for the construction and completion of Marina Bay CCL station was awarded to Hock Lian Seng Infrastructure Pte. Ltd. for in February 2008. The scope also included addition and alteration works to the existing NSL station, road diversions of the East Coast Parkway and Marina Street and the demolition of a vehicular underpass. Construction of the station started in February 2008 and was completed on schedule by January 2012. During the construction, Exit A of the station had to be relocated for construction works for the Circle line station. As announced on 28 November 2011, the station opened on 14 January 2012 as part of the two-station, 2.4-kilometre (1.5 mi) extension from Promenade, with an opening ceremony the day before. On 17 January 2013, transport minister Lui Tuck Yew announced that the CCL would be extended from Marina Bay station to HarbourFront station as part of CCL Stage 6. Contract 886 for the construction of cut-and-cover tunnels at Marina Bay Area between the Prince Edward and Marina Bay stations was awarded to Koh Brothers Building & Civil Engineering Contractor (Pte.) Ltd. at in September 2017. Construction began in 2017, and was expected to be completed by 2025. However, with the COVID-19 pandemic in Singapore, the completion date was pushed to 2026. ### Thomson–East Coast Line On 29 August 2012, it was announced that Marina Bay station would interchange with the 22-station Thomson line (TSL). Contract T226 for the design and construction of Marina Bay TSL Station and associated tunnels was awarded to Taisei Corporation for S\$425 million (US\$ million) in February 2014. Construction started in 2014, with an expected completion date in 2021. On 15 August 2014, the Land Transport Authority (LTA) announced that TSL would merge with the Eastern Region line to form the Thomson–East Coast line (TEL). Marina Bay station was constructed as part of Phase 3, consisting of 13 stations between the Mount Pleasant and Gardens by the Bay stations. Ground freezing was applied for the first time in Singapore rail construction when building the TEL stacked tunnels and platforms, where it crosses underneath the existing NSL and CCL tunnels. This was due to the layers of weak and strong old alluvium, which do not allow effective ground treatment of the soil. The construction of tunnels also involved close monitoring of the existing train tunnels, especially as the piles supporting the NSL tunnels had to be cut off for the underground walkways and mined train tunnels. With restrictions imposed on construction due to the COVID-19 pandemic, the TEL3 completion date was pushed back a year to 2022. On 9 March 2022, Transport Minister S. Iswaran announced in Parliament that TEL 3 would open in the second half of that year. As confirmed during a visit by Iswaran at the and stations on 7 October 2022, the TEL station began operations on 13 November 2022. ## Details ### Location Marina Bay station is located near the eponymous Marina Bay underneath the junction of Bayfront Avenue and Park Street. The station serves various developments, including Asia Square Towers 1 & 2, Marina One Residencies, Marina Bay Financial Centre, Singapore Conference Hall and V on Shenton, as well as cultural landmarks such as Red Dot Museum, Shenton House and Singapore Chinese Cultural Centre. The station is also within walking distance of Downtown station on the Downtown line. ### Services Marina Bay station is an interchange station on the NSL, CCL and TEL. Its official station codes are NS27/CE2/TE20. On the NSL, the station is located between Raffles Place and Marina South Pier stations. NSL trains operate every 2–5 minutes from approximately 6:00 am (6:25 am on Sundays and public holidays) to 11:30 pm for both directions. The station is the terminus of the CCL's Marina Bay branch; the adjacent station is Bayfront station. Services from Marina Bay terminate at Stadium station during off-peak periods but continue around the CCL to HarbourFront station during peak. Services operate every 5–7 minutes from 6:00 am (6:24 am on Sundays and Public holidays) to 11:25 pm. The station is between the Shenton Way and Gardens by the Bay stations on the TEL, with headways of 5–6 minutes. ### Design Marina Bay station on the NSL was among the first nine underground MRT stations designated as a Civil Defence shelter. As such, the station is structurally reinforced against bomb attacks with layers of earth-backed, air-backed and airtight walls and slabs. Like many stations on the initial MRT network, Marina Bay NSL station has an island platform. The TEL station has a stacked platform layout. The lower platform is built at a depth of 40 metres (130 ft). Aedas and Quarry Bay designed the CCL station around the concepts of visibility, integration and efficiency. Consequently, the station's entrances are integrated with the park around it. A closed maintenance facility near the station is to be converted to a future underground pedestrian network connecting future developments around the station. The tracks leading to the defunct facility were removed in June 2021. The translucent entrance canopy and the large CCL entrance are intended to maximise the amount of natural light entering the station. Only the lift, escalators, the lightweight ETFE canopy and the reflective pool are visible from street level; this reduces the station's aesthetic impact on the park's landscape while giving passengers a full view of the park from the station entrance. The reflective pool was also intended to provide a smooth transition between the exits and the park. The station's design was shortlisted for the Small Project Award at the World Architecture Festival in 2012. The station received numerous other awards, such as the Land Transport Excellence Awards 2012 (as the Best Design Rail / Road Infrastructure – Project Partner), the 2013 UIPT Asia-Pacific Grow with Public Transport Award and an honourable mention for the Singapore Institute of Architects Architectural Design Awards 2012. The station is wheelchair-accessible. A tactile system, consisting of tiles with rounded or elongated raised studs, guides visually impaired commuters through the station, with dedicated tactile routes connecting the station entrances to the platforms. Wider fare gates allow wheelchair users to access the station more easily. The TEL station also has green building features including inbuilt solar panels to minimise energy consumption. ## Artworks ### August 9 babies August 9 babies, a gallery of 50 photographs by Tay Kay Chin, was commissioned in advance of the 50th National Day, the anniversary of Singapore's founding. The work was initially created as a tribute to Singapore's 40th anniversary with only 40 photographs, as an answer to Tay's personal question of what it means to be a Singaporean. The 40 photographs were of Singaporeans born on National Day, and Tay wondered if people born on that day have a stronger sense of patriotism. With this background, the LTA approached him to update the collection of photographs for the country's 50th National Day. Tay revisited some of the people he had photographed; he said the most rewarding part was how much they had changed since, especially regarding their aspirations and challenges in living in Singapore. The work took inspiration from Brian Lanker's I Dream a World and Ron Kovic's Born on the Fourth of July, both a compilation of portraits. The subjects of the expanded project were chosen based on their gender, ethnicity and occupation, representing Singapore's diverse demographics. ### Flowers in Blossom II The sculpture Flowers in Blossom, by Tay Chee Toh, was originally hung underneath the dome of Orchard station. Described as a "colourful twirl" of metal and plastic shapes, the sculpture was disassembled after the ION Orchard shopping mall was constructed over Orchard station. The recreated version, known as Flowers in Blossom II, is larger than the original version and was intended as a homage to the public artwork project predating the Art-in-Transit programme. ### Train Rides on Rainy Days Train Rides on Rainy Days by Nah Yong En is a series of fourteen raindrop pictures displayed at the CCL platform. One side is themed to greenery, while the other reflects 'blue evenings', contrasting with the orange pillars of the station. The raindrops in each picture produce inverted images of the area depicted. Intended to bring "a refreshing element of nature" into the underground station, the work represents scenes seen by commuters as they gaze out of the window from a train whenever it rains. Nah had originally used the photographs as guides for his own paintings displayed at his graduation ceremony. The LTA architect Andrew Mead then recommended to the Art Review Panel that the station use Nah's set of photos. According to Nah, the work came from his fascination with looking out of the trains' windows, which he said not many commuters do. The photographs for this project were reshot in higher quality using a new camera that could capture the raindrop up close, allowing it to look sharp against the blurred background. Nah's main issue was taking the pictures under the right lighting conditions. The buildings would appear dark under rainy clouds if his camera was exposed to the sky, but the sky would appear washed out if the buildings were shot under better lighting conditions. To obtain the appropriate balance of light, Nah took his images during the short period after rain stopped falling. These photographs were taken along the North South and East West lines. Initially, Nah's two paintings at the graduation ceremony were to be displayed with his raindrop images. However, the Art Review Panel felt the paintings did not complement the photographs well, so they were replaced by two additional images. ### Walking into The Interstitial Walking into The Interstitial by Tan Ling Nah is a collection of charcoal sketches scanned and printed on vitreous enamel panels. The sketches depict various urban spaces, including book alleys and roofs. They were merged to form surrealistic murals with the trompe l’oeil effect, giving the impression of a larger space. These scenes were derived from Shenton Way, Cecil Street and Raffles Place, thus connecting the old financial district of Shenton Way with the new financial district of Marina Bay.
29,359,054
Hemmema
1,056,463,348
Type of warship built for the Swedish archipelago fleet and the Russian Baltic navy
[ "Age of Sail naval ships of Sweden", "Frigates of Sweden", "Naval history of Sweden", "Ships of the Swedish Navy", "Swedish Army", "Swedish Navy" ]
A hemmema (from Finnish "Hämeenmaa", Tavastia) was a type of warship built for the Swedish archipelago fleet and the Russian Baltic Fleet in the late 18th and early 19th centuries. The hemmema was initially developed for use against the Imperial Russian Navy in the Archipelago Sea and along the coasts of Svealand and Finland. It was designed by the prolific and innovative Swedish naval architect Fredrik Henrik af Chapman (1721–1808) in collaboration with Augustin Ehrensvärd (1710–1772), an artillery officer and later commander of the Swedish archipelago fleet. The hemmema was a specialized vessel for use in the shallow waters and narrow passages that surround the thousands of islands and islets extending from the Swedish capital of Stockholm into the Gulf of Finland. The hemmema replaced the galleys that had made up the core of the Swedish archipelago fleets until the mid-18th century. Compared to galleys, the hemmema had a deeper draft and was slower under oars, but offered superior accommodation for the crew, carried more stores, was more seaworthy and had roughly ten times as many heavy guns. It could be propelled by either sails or oars but was still smaller and more maneuverable than most sailing warships, which made it suitable for operations in confined waters. Between 1764 and 1809, Sweden built six hemmemas. The hemmema became the largest and most heavily armed vessel in the archipelago fleet and served in the Russo-Swedish War of 1788–90. Oden, the first hemmema, was relatively small and very similar to a turuma, a different type of "archipelago frigate". Russia built six hemmemas based on the Swedish design between 1808 and 1823, after capturing three of the Swedish vessels at the surrender of Sveaborg in 1808. The later versions, both Swedish and Russian, were much larger and much more heavily armed than Oden. ## Background Russian Tsar Peter the Great had established a new capital and powerful naval base in Saint Petersburg in 1703. Russian naval power in the Baltic grew to challenge the interests of Sweden, the other leading power in the Baltic. Swedish holdings at that time included territory in Northern Germany, all of modern Finland and most of the Baltic states, a dominion depending on, and connected by, the Baltic Sea trade routes. During the Great Northern War (1700–1721), Sweden lost all its territories in the Baltic states and suffered Russian raids in Finland and along the chain of islands and archipelagos stretching from the Gulf of Finland to Stockholm. The Swedes began to deploy inshore flotillas of shallow-draft vessels, beginning with smaller versions of the traditional Mediterranean galleys. Most of these new vessels were more akin to galiots and were complemented with gun prams. The disastrous 1741–1743 war with Russia and the minor involvement against Prussia (the "Pomeranian War") during the Seven Years' War (1757–1762) showed the need for further expansion and development of the inshore flotillas with more specialized vessels. Galleys were effective as troop transports for amphibious operations, but were severely under-gunned, especially in relation to their large crews; a galley with a 250-man crew, most of whom were rowers, would typically carry only one 24-pounder cannon and two 6-pounders, all in the bow. The galleys also lacked decks and adequate shelter for the rower-soldiers, many of whom succumbed to illness as a result of exposure during the war of 1741–1743. ### Archipelago fleet After the Russian victory against Sweden in 1743, the Swedes established a commission to identify weaknesses in the eastern defenses. In 1747, the commission concluded that the fortifications in southeastern Finland needed to be improved and expanded, and that Sweden needed to build a strong coastal navy. Augustin Ehrensvärd (1710–1772), an artillery officer, was the driving force behind these changes. The committee based many of its conclusions and decisions on his ideas. In 1756, Sweden established the archipelago fleet with the official name arméns flotta ("fleet of the army") under the command of the army department, the Krigskollegium, with Ehrensvärd as supreme commander. For two decades, the struggle for power between the Hats and the Caps, the dominant political factions at the time, and rivalries between army and navy brought about changes to the archipelago fleet. The parliamentary victory of the Hats in the Riksdag in 1769–70 and the coup d'ètat by King Gustav III in 1772 secured the archipelago fleet's status as an independent branch of the army. Starting in 1770, the archipelago fleet merged with the Finnish Squadron (Finska eskadern) based at Sveaborg. In 1777, it incorporated the Swedish Squadron (Svenska eskadern), the galley fleet based at Stockholm. The Swedish armed forces invested considerable resources in the new army branch and made it a professional, independent organization. The archipelago fleet attracted members of the social and cultural elite who enjoyed the protection and patronage of King Gustav III, who had established himself as an absolute monarch in the 1772 coup. After the poor performance of galleys in the Russo–Swedish War and the Pomeranian War, the development of replacements became prioritized. During the Pomeranian War, trials had been made with "gun prams" (skottpråmar), heavily armed, oar-driven, flat-bottomed barges with a shallow draft that carried guns in broadside arrangements. The prams carried more guns than the galleys, but proved far too slow to be effective. Augustin Ehrensvärd argued for new archipelago vessels that combined firepower, maneuverability, seaworthiness, and decent crew accommodations. He began a successful collaboration with shipwright Fredrik Henrik Chapman (ennobled "af Chapman" in 1772), and together they developed five new vessels: a gunboat with a 12-pounder gun and a schooner rigging, as well as four types of "archipelago frigates" (skärgårdsfregatter): the smaller udema and pojama, and the larger turuma and hemmema. All four types have been called skärgårdsfregatter in Swedish and English historical literature, though some authors have called the udema and pojama "archipelago corvettes". Chapman specifically designed the archipelago frigates for service off the south coast of Finland and named them after the Finnish provinces of Uusimaa, Pohjanmaa (Österbotten), Turunmaa (Åboland), and Hämeenmaa (Tavastia). ## Development The concept of small sailing frigates with a complementary set of oars (or "sweeps") was not new. The English Tudor navy had used small "galleasses" in the mid-16th century. In the 1660s its successor, the Royal Navy, equipped the equivalent of sixth-rates with oar ports on or below the gundeck. During the 18th century the Russian Navy introduced "shebecks", Baltic variants on the Mediterranean xebecs, for inshore duties. The xebecs were good sailers, could be rowed if necessary and had more guns and greater stores than galleys; they were also less expensive to maintain. The Russian designs influenced Chapman and the Swedish naval commanders. Consequently, Chapman's designs for new ships were elaborations on those principles, but with adaptations to archipelago warfare. Chapman's archipelago frigates provided better protection for their crew than the galleys they replaced, and up to three times the capacity for stores and provisions. They could operate in the narrow, shallow waters around skerries in all weathers and in open water in all but the worst storms. They had a deeper draft than galleys, but considerably shallower draft than traditional sailing warships. The new ship types also increased the archipelago fleet's firepower, provided it with better defensive capabilities, and made possible more efficient fire support in amphibious operations. ## Design and construction Of the new designs, turumas and hemmemas best fit the description of "archipelago frigate" because of their similarities to small ocean-going frigates. The first hemmema, the Oden, was completed in 1764. It was c. 33 m (108.2 ft) long and 8.2 m (26.8 ft) wide with a draft of 2.8 m (9.25 ft). It had a low hull with no forecastle, only a low quarterdeck, and no poop deck. It had three masts that were initially rigged with lateen sails, like a galley. The navy later replaced the lateen rigs with a more conventional square-sail frigate rig. The early design provided for 14 pairs of oars with four men per oar. The rowers plied their oars from the gun deck through oar ports positioned between the gunports, close to the waterline, which gave the rowers better leverage. The oars were also placed on a rectangular outrigger, designed to further improve the leverage. Even so, hemmemas performed poorly when rowed and were difficult in contrary winds. They were slower than ordinary sailing ships, but sailed better than galleys. During the Russian war of 1788–1790, Sweden built three hemmemas of a new design. They were considerably larger, 44.5 by 11 m (146 by 36 ft), and the number of oars were increased to 20 pairs. They also had some of the heaviest broadsides, even when compared with the much larger frigates of the high seas navy. The artillery officer Carl Fredrik Aschling had cooperated with Chapman to increase the main armament to twenty-two 36-pounders and two 12-pounders, which increased the draft by about 30 cm (1 ft). The addition of diagonal bracers to reinforce the hull allowed the later hemmemas to carry guns more powerful even than those on the largest sailing frigates of the high seas navy. Due to their considerable firepower and relative size, naval historian Jan Glete has described the hemmemas as "super archipelago frigates". The hemmema's design was very similar to that of the turuma. The primary difference was that the turuma's oarsmen sat on the weather deck above the guns, whereas the hemmema's oarsmen sat on the gundeck. The later hemmemas were considerably larger, more heavily armed, and of a more robust construction. Glete has described them as variations on the same type, especially when considering the pre-war designs. ## Service Hemmemas served in the Finnish squadrons during the war of 1788–1790. They supported amphibious operations and conducted raids on the Russian archipelago fleet, while at the same time acting as sea-borne flank support for the Swedish army on the Finnish mainland. Hemmemas fought in the first and second battles of Svensksund. During the first battle in 1789, one hemmema complemented the similar turumas, and in the second battle in July 1790, two hemmemas made up the defensive center and provided a considerable percentage of the firepower. The Swedes were building three additional hemmemas at the shipyards within the fortress of Sveaborg when it was surrendered to the Russians in 1808, and all three were incorporated in the Russian Navy. Shortly afterward, the Russian Navy built its own 32-gun versions, with the final vessel launched as late as 1823. Two more were built in Sweden in 1809, Birger Jarl and Erik Segersäll. Birger Jarl sank in an accident in 1813 and Erik Segersäll was planned for conversion as a paddlewheel steam battery for coastal defense, though the idea was eventually abandoned and the ship scrapped in 1826. Like the other specialized archipelago vessels, the hemmema had specific strengths and weaknesses. Although it had superior firepower relative to galleys, its sailing qualities were somewhat mediocre and while highly manoeuvrable under oars, it was still difficult to propel while rowed. A hemmema had the potential to be an effective weapon against galleys, matching their forward firepower and severely outgunning them with its broadside armament. Inside an enemy galley formation, it could wreak considerable havoc, but such a maneuver was never achieved in an actual battle, leaving that tactical role untested. ## Ships A total of twelve hemmemas were built, six of them for the Swedish archipelago fleet and six for the Russian Navy. Details of individual vessels are listed below. The Swedish hemmemas were all built to the same specifications, except for the early design Oden, and Birger Jarl and Erik Segersäll carried heavier armament than the others. Tredrea and Sozaev list Oden as a turuma rebuilt as a hemmema in 1784, though Oscar Nikula and Lars-Otto Berg do not. The Russian vessels were built between 1808 and 1823 and have been described by Tredea and Sozaev as Bodryi-class "rowing frigates". Under the Finnish form "Hämeenmaa", the name of the ship type was later carried on to several vessels of the 20th century Finnish Navy. ## See also - Galley - Gunboat - Rowing
765,225
Spaghetti House siege
1,166,626,384
1975 robbery and hostage situation in Knightsbridge, London, England
[ "1970s crimes in London", "1970s in the City of Westminster", "1970s trials", "1975 crimes", "1975 crimes in the United Kingdom", "1975 in London", "Hostage taking in the United Kingdom", "Knightsbridge", "Metropolitan Police operations", "October 1975 events", "October 1975 events in the United Kingdom", "Robberies in England", "September 1975 events", "September 1975 events in the United Kingdom", "Sieges in the United Kingdom", "Trials in London" ]
The Spaghetti House siege took place between 28 September and 3 October 1975. An attempted robbery of the Spaghetti House restaurant in Knightsbridge, London, went wrong and the police were quickly on the scene. The three robbers took the staff down into a storeroom and barricaded themselves in. They released all the hostages unharmed after six days. Two of the gunmen gave themselves up; the ringleader, Franklin Davies, shot himself in the stomach. All three were later imprisoned, as were two of their accomplices. The three robbers had been involved in black liberation organisations and maintained consistently that they were acting for political reasons. The police did not believe them, and stated that this was a criminal act, not a political one. The police used fibre optic camera technology for live surveillance, and monitored the actions and conversations of the gunmen from the audio and visual output. The feed was watched by a forensic psychiatrist who advised police on the state of the men's minds, and how to best manage the ongoing negotiations. ## Background Post-Second World War Britain had a shortage of labour, which led to official policies to attract workers from the British Empire and Commonwealth countries. These people were placed in low-pay, low-skill employment, which forced them to live in poor housing. Economic circumstances and what were seen by many in the black communities as racist policies applied by the British government, led to a rise in militancy, particularly among the West Indian community; their feelings were exacerbated by police harassment and discrimination in the education sector. Ambalavaner Sivanandan, the director of the Institute of Race Relations in the mid-1970s, identifies that while the first generation had become partly assimilated into British society, the second generation were increasingly rebellious. The ringleader of the attempted robbery of a branch of the Spaghetti House restaurant was Franklin Davies, a 28-year-old Nigerian student who had previously served time in prison for armed robbery; he was accompanied by two men, Wesley Dick (later known as Shujaa Moshesh), a 24-year-old West Indian, and Anthony "Bonsu" Munroe, a 22-year-old Guyanese. All three had been involved in black liberation organisations. Davies had tried to enlist in the guerrilla armies of Zimbabwe African National Union and FRELIMO in Africa; Munroe had links to the Black Power movement; Dick was an attendee at meetings of the Black Panthers, the Black Liberation Front (BLF), the Fasimba, and the Black Unity and Freedom Party; he regularly visited the offices of the Institute of Race Relations to volunteer and access their library. Sivanandan and the historian Rob Waters identify that the three men were attempting to obtain money to "finance black supplementary schools and support African liberation struggles". In the mid-1970s the branch managers of the London-based Spaghetti House restaurant chain would close their branches every Saturday night and meet at the company's Knightsbridge branch. The outlet would be closed, but managers would deposit the week's takings there, before it was paid into a night safe at a nearby bank. ## Attempted robbery: 28 September 1975 At approximately 1:30 am on Sunday 28 September 1975 Davies, Moshesh and Munroe entered the Knightsbridge branch of the Spaghetti House. One carried a sawn-off shotgun, the others each carried a handgun. The three demanded the week's takings from the chain—between £11,000 and £13,000. In the dim lights of the closed restaurant, the staff were able to swiftly hide the two briefcases of money under the tables. The robbers forced the staff down into the basement; the company's general manager took the opportunity to escape out of a rear fire escape while they were being moved. He alerted the Metropolitan Police, who arrived on the scene within minutes. The getaway driver, Samuel Addison, saw the plan had gone wrong, and drove off in a stolen Ford. When the police entered the ground floor of the restaurant, Davies and his colleagues forced the staff into a rear storeroom measuring 14 by 10 feet (4.3 by 3.0 m), locked the door, barricaded it with beer kegs and shouted to the police that they would shoot if they approached the door; the police surrounded the building and the siege began. ## Siege: 28 September – 3 October In the initial conversations the hostage-takers provided the police with the names of the hostages they held and Davies's identity and criminal record was established. By 7:00 am the police had sealed off the area and put a cordon in place; 400 police officers were involved—including dog-handlers—and D11, the Metropolitan Police's marksmen, was deployed. Davies informed police that he was a captain in the BLF, but in a subsequent message said that the men were members of the Black Liberation Army, a Black Panther splinter group. Davies made several demands to the police. He wanted two black prisoners released from prison, although he did not know that they had already been released. He also wanted the Home Secretary to visit the siege, an aircraft made available to fly to the West Indies and a radio for them to listen to the news broadcasts of the situation. Only the request for a radio was granted. Initially the police considered that the siege may have been a terrorist incident, but were subsequently dismissive of any political motivation, and insisted that it was only ever a criminal action. Sir Robert Mark—the Commissioner of the Metropolitan Police at the time of the siege—later wrote: > From the outset it was rightly assumed that this was a simple armed robbery that had gone wrong and any attempts by Davies, the Nigerian, to represent it as a political act were received with the derision they clearly deserved. Tony Soares, one of the founders of the BLF, told police he knew the three men, and offered to mediate, but his offer was turned down. He added that the BLF was a peaceful organisation, and that it did not know of or support the robbery. Jenny Bourne, the co-editor of Race & Class, knew all three men and thinks they "probably had very different motives" for the robbery. Overall she considers the three, particularly Wesley Dick were driven by > the actualities of racism on the ground in Britain ... It was essentially the words of Angela Davis, George Jackson, Bobby Seale and Malcolm X that honed the resistance: 'Seize the time', 'Off the pigs', 'Fuck the man' were the themes they transposed to Britain. On the morning of 29 September—fifteen hours after the siege had begun—one of the hostages was released as a sign of good faith. He was a 59-year-old manager of one of the outlets. On the second day another hostage was released after he fell ill. During the course of the siege Mario Manca, the Italian consul general, attempted to liaise with the men, acting as a go-between. At one stage he offered to change places with one of the hostages who was unwell, but the offer was declined. Lord Pitt, the former chairman of the Greater London Council who was West Indian-born, also attempted to negotiate with the men, but had limited success. Peter Scott, a forensic psychiatrist at the Maudsley Hospital, gave advice about the mental state of the criminals throughout the siege. He told the police that the longer the siege went on, the more an emotional transference would take place, in which the gunmen would be less likely to kill the hostages. On his advice, the main strategy of the police was to wait as long as was needed, keep the situation calm and to talk to the hostage takers as long as possible. The siege saw an early use of fibre optic camera technology by the police as a live surveillance technique. Two cameras were used to observe what was happening in the basement storeroom. One was threaded through the wall alongside a hot water pipe; the second way was through a vent, after acid was dripped onto the metal vent using an eyedropper, to make a small hole. The police were able to monitor the movement and conversations of the three hostage-takers. The police persuaded the media to assist them. They asked The Daily Mail not to publish a story about the arrest of one of the gang's associates. Using the information and advice from Scott, the police attempted to drive a wedge between Davies and his two colleagues. On the fourth day the police pushed a copy of The Daily Express under the door of the storeroom. It showed a photograph of Davies on the front page, describing him as the leader, and providing background information from his associates, making it look like the gang's associates were selling the information to the newspapers. Across the front page, the police wrote the name of the person suspected of providing the arms. The following day, when two of the co-conspirators were arrested, police briefed the media about the arrests and stressed the criminal, not political, aspects of the case. The men heard the news on the radio that evening, which lowered their spirits. The following morning, the men decided to surrender. At 2:55 am the gunmen turned out the lights and began a discussion among themselves. At 3:40 am they told the police that they were giving up. After the hostages came out first—all unharmed—the police told the three men to come out one at a time. The first two threw their guns out and followed; as police led them away there was a gunshot from the room, where Davies had shot himself in the stomach with a .22 rimfire revolver. In his pocket police found a note he had written to his brother just before the robbery: > Today I set out on a mission for the people. If things go wrong I shall pass over to the warrior's rest. So if this note reaches you, it would mean that I am dead. You must accept what happens to me as it should be accepted—with joy—because it is the most natural fate that awaits any of us blacks conscious enough to try and do something about our pathetic state of existence. ## Aftermath Davies was taken to St George's Hospital where he underwent an operation; the bullet was not removed during the process. The hostages were also taken to the same hospital for a check-up, but none needed treatment. They then gave preliminary statements to the police at Cannon Row police station. While on remand, Davies went on hunger strike. He was visited regularly by Giovanni Scrano, one of the hostages from the siege, who had built up a relationship with Davies during the incident; the relationship was later identified as an example of Stockholm syndrome. The trial opened on 8 June 1976. As well as Davies, Dick and Munroe, three accomplices were present, charged with different offences, including assisting the robbery (the getaway driver), supplying firearms, and conspiracy charges. Davies, Dick and Munroe refused to accept the legitimacy of the court. When asked how they pleaded to the charges, Davies shouted "We've stopped pleading—we've been pleading for 500 years. This isn't a trial—it's a lynching party." The three men turned their backs on the court and talked between themselves. The judge, Mervyn Griffith-Jones, ordered that the three men be taken back to their cells and that a plea of not guilty be entered on their behalf. One of the accomplices, Lillo Termine, pleaded guilty to the charges of conspiracy to rob the restaurant. Police said that he had been the one behind the robbery, and had planned it to pay off gambling debts. The trial ended on 30 June. Davies, Dick and Munroe were sentenced to 22, 18 and 17 years in prison respectively, Termine was given six years. One of the accomplices was acquitted and Addison, the getaway driver, was sent for re-trial as the jury could not reach a verdict. That November, following the second trial, Addison was found guilty and imprisoned for eleven years. Davies, Dick and Munroe died after being released from prison, two of them at relatively young ages; Dick changed his name to Shujaa Moshesh by the time of his death in Africa. The Spaghetti House restaurant re-opened for business a week after the siege ended. In 2015 the Knightsbridge branch closed for business so the block could be redeveloped. In early December 1975 members of the Provisional Irish Republican Army (IRA) were cornered in a flat on Balcombe Street, London, leading to a six-day siege by police. The lessons learned from the Spaghetti House siege, including the use of live surveillance and forensic psychologists, were put into use to bring the siege to a successful conclusion for the police. Peter Waddington, in his study of policing, writes that the police's "reputation for restraint received dramatic vindication by the way in which two highly publicised sieges were handled by the Metropolitan Police". The police used the same tactics at the Iranian Embassy siege in 1980, until the terrorists killed one of the hostages, which led to a change in tactics and the use of the Special Air Service to storm the building. Waddington considers "If there was criticism it was that the police showed an excessive disinclination to resort to force in such circumstances." In 1976 Horace Ové, a Trinidadian-born writer and filmmaker, wrote the play A Hole in Babylon, based on the events at the restaurant; the play was later broadcast on the BBC's Play for Today series. Another fictionalised account of the crime, The Siege of Babylon, was written by Farrukh Dhondy in 1978. In 1982 Spaghetti House, an Italian comedy film, was produced which was loosely based on the events of the siege.
252,506
Tiberius III
1,173,424,524
Byzantine emperor from 698 to 705
[ "690s in the Byzantine Empire", "700s in the Byzantine Empire", "706 deaths", "7th-century Byzantine emperors", "7th-century births", "8th-century Byzantine emperors", "Byzantine admirals", "Executed monarchs", "People executed by decapitation", "Twenty Years' Anarchy" ]
Tiberius III (Greek: Τιβέριος, romanized: Tibérios), born Apsimar (Latin: Apsimarus; Greek: Ἀψίμαρος, romanized: Apsímaros), was Byzantine emperor from 698 to 705. Little is known about his early life, other than that he was a droungarios, a mid-level commander, who served in the Cibyrrhaeot Theme. In 696, Tiberius was part of an army sent by Byzantine Emperor Leontius to retake the North African city of Carthage, which had been captured by the Arab Umayyads. After seizing the city, this army was pushed back by Umayyad reinforcements and retreated to the island of Crete. As they feared the wrath of Leontius, some officers killed their commander, John the Patrician, and declared Tiberius the emperor. Tiberius swiftly gathered a fleet and sailed for Constantinople, where he then deposed Leontius. Tiberius did not attempt to retake Byzantine Africa from the Umayyads, but campaigned against them along the eastern border with some success. In 705, former emperor Justinian II, who had been deposed by Leontius, led an army of Slavs and Bulgars from the First Bulgarian Empire to Constantinople, and after entering the city secretly, deposed Tiberius. Tiberius fled to Bithynia, but was captured a few months later and beheaded by Justinian between August 705 and February 706. His body was initially thrown into the sea, but was later recovered and buried in a church on the island of Prote. ## History ### Early life Sparse details are known of Tiberius before the reign of Byzantine emperor Leontius (r. 695–698), except for his birth name, Apsimar, historically considered to be of Germanic origin. The historian Wolfram Brandes traces the traditional assumption of a Germanic origin to J. B. Bury, but remarks that it is incorrect. The Byzantinists Anthony Bryer and Judith Herrin have suggested that the name Apsimar may be Slavic in origin, and the scholars Leslie Brubaker and John Haldon have suggested a Turkic origin. It is also known that he was a droungarios (a commander of about a thousand men) of the Cibyrrhaeot Theme, a military province in southern Anatolia. Some scholars, such as Alexander Vasiliev, have speculated that Tiberius was of Gotho-Greek origin. The Byzantinist Walter Kaegi states that Tiberius had won victories over the Slavs in the Balkans during his early military career, which granted him a degree of popularity. ### Background In 696, the Umayyad Caliphate renewed its attack upon the Exarchate of Africa of the Byzantine Empire, seizing the city of Carthage in 697. The Byzantine Emperor Leontius sent John the Patrician with an army to retake the city, which John accomplished after launching a surprise attack on its harbor. Despite this initial success, the city was swiftly retaken by Umayyad reinforcements, which forced John to retreat to the island of Crete to regroup. A group of officers who feared Leontius's wrath for failing to recapture Carthage killed John, and declared Apsimar emperor. Apsimar took the regnal name Tiberius; during this period, the selection of a regnal name was quite common, but later fell out of favor. He gathered a fleet and allied himself with the Greens (one of the Hippodrome sports and political factions), before sailing for Constantinople, which was enduring an outbreak of the bubonic plague. Tiberius and his troops landed at the port of Sykai on the Golden Horn, and then proceeded to lay siege to the city. After several months, the gates of Constantinople were opened for Tiberius's forces by members of the Green faction, allowing Tiberius to seize the city and depose Leontius; this did not prevent his troops from plundering the city. Tiberius had Leontius's nose slit, and sent him to live in the Monastery of Psamathion in Constantinople. According to the 12th-century chronicler Michael the Syrian, himself citing an unnamed contemporary 8th-century Syriac source, Tiberius justified his coup by pointing to Leontius' own dethroning of Emperor Justinian II (r. 685–695, 705–711) for mismanaging the empire as precedent. Before Tiberius, no naval officer had ever assumed the throne, partly because Byzantines considered the army far more prestigious. ### Rule Tiberius was crowned by Patriarch Callinicus I of Constantinople shortly after seizing control of Constantinople and deposing Leontius. Once in power, Tiberius did not attempt to retake Byzantine Africa from the Umayyads but rather focused his attention upon the eastern border of his empire. Tiberius appointed his brother, Heraclius, as patrikios (a prestigious courtly title) and monostrategos (head general) of the Anatolian themes (Byzantine administrative regions): the possessions of the Byzantine Empire located in Anatolia (modern-day Turkey). Heraclius invaded the Umayyad Caliphate in late autumn of 698, crossing the passes of the Taurus Mountains into Cilicia before marching for northern Syria. Heraclius defeated an Arab army sent from Antioch, then raided as far as Samosata before pulling back to the safety of Byzantine lands in spring of 699. Heraclius' military successes led to a series of punitive Arab attacks: the Umayyad generals Muhammad ibn Marwan and Abdallah ibn Abd al-Malik conquered what little remained of the Byzantine's territory in Armenia in a string of campaigns to which Heraclius was unable to effectively respond. The Armenians launched a large revolt against the Umayyads in 702, requesting Byzantine aid. Then al-Malik launched a campaign to reconquer Armenia in 704 but was attacked by Heraclius in Cilicia. Heraclius defeated the Arab army of 10,000–12,000 men led by Yazid ibn Hunayn at Sisium, killing most and enslaving the rest; in spite of this, Heraclius was not able to stop al-Malik from reconquering Armenia. Tiberius attempted to strengthen the Byzantine military by reorganizing its structure, as well as reorganizing the Cibyrrhaeotic Theme, and repairing the sea walls of Constantinople. Tiberius also focused his attention on the island of Cyprus, which had been underpopulated since many of the inhabitants were moved to the region of Cyzicus under his predecessor, Justinian II: Tiberius successfully negotiated with Abd al-Malik in 698/699 to allow the Cypriots who had been moved to Cyzicus, and those who had been captured by the Arabs and taken to Syria, to return to their homelands. He also strengthened the garrison of the island with Mardaite troops from the Taurus Mountains. According to the historian Warren Treadgold, Tiberius attempted to contain the Arabs at sea by creating new military provinces, creating the Theme of Sardinia and separating the Theme of Sicily from the Exarchate of Ravenna. Tiberius also banished the future emperor Philippicus, the son of a patrikios, to the island of Cephalonia. In 702, Justinian II escaped from the Theme of Cherson (modern Crimea) and gained the support of Khagan Busir (r. 688/690–730), leader of the Khazars, who gave Justinian his sister Theodora as a bride, and welcomed him to his court in Phanagoria. By 703, reports that Justinian was attempting to gain support to retake the throne reached Tiberius, who swiftly sent envoys to the Khazars demanding that Justinian be handed over to the Byzantines, dead or alive. Justinian eluded capture, and sought the support of the khan of the First Bulgarian Empire, Tervel (r. 700–721). In 705, Justinian led an army of Slavs and Bulgars to Constantinople and laid siege to it for three days before scouts discovered an old and disused conduit that ran under the walls of the city. Justinian and a small detachment of soldiers used this route to gain access to the city, exited at the northern edge of the wall near the Palace of Blachernae, and quickly seized the building. Tiberius fled to the city of Sozopolis in Bithynia, and eluded his pursuers for several months before being captured. The exact timing of Justinian's siege and Tiberius' capture is convoluted. According to the numismatist Philip Grierson, Justinian II entered the city on 21 August, but according to the Byzantinist Constance Head, Justinian seized the city on 10 July, and the 21 August date is instead the date when Tiberius was captured in Sozopolis, or else the date when he was transported back to Constantinople. Six months later, probably on 15 February, Justinian had both Leontius and Tiberius dragged to the Hippodrome and publicly humiliated, before being taken away to the Kynegion (a city quarter near the Kynegos Gate) and beheaded. Their bodies were thrown into the sea, but were later recovered and buried in a church on the island of Prote. #### Legacy Head comments that although little is known of Tiberius, the evidence points to him being a "conscientious and effective ruler", and states that he might be remembered as "one of the truly great emperors of Byzantium" if he had reigned longer. Kaegi states that succeeding dynasties of the Byzantine Empire, and their associated historians, tend to blame the permanent loss of Byzantine Africa upon Tiberius, although he posits that, by the time Tiberius took the throne, it was far too late for the Byzantines to restore their control. ### Family Tiberius had a son, Theodosius, who became bishop of Ephesus by 729, presided over the Council of Hieria in 754, and advised Emperors Leo III (r. 717–741) and Constantine V (r. 741–775). The Byzantinist Graham Sumner has suggested that this son of Tiberius may have later become Emperor Theodosius III (r. 715–717). Sumner presents evidence that both figures held the Bishopric of Ephesus at similar times: Emperor Theodosius became bishop after 716, according to the Chronicon Altinate, and Theodosius the son of Tiberius became bishop by 729, suggesting they may be the same person. The Byzantinists Cyril Mango and Roger Scott do not view this theory as likely, as it would mean that Emperor Theodosius had to have lived for thirty more years after his abdication. Other details of Tiberius's family, including the name of his spouses, are lost: a common consequence of the upheaval of the period in which Tiberius ruled, known as the Twenty Years' Anarchy.
12,552
Great auk
1,171,209,365
Extinct flightless seabird from the North Atlantic
[ "1844 in the environment", "Alcinae", "Articles containing video clips", "Atlantic auks", "Bird extinctions since 1500", "Birds described in 1758", "Birds in the United Kingdom", "Birds of Greenland", "Birds of Iceland", "Birds of Scandinavia", "Extinct animals of Canada", "Extinct animals of the United States", "Extinct birds of Atlantic islands", "Extinct birds of Europe", "Extinct birds of North America", "Extinct flightless birds", "Fossil taxa described in 1900", "Native birds of Eastern Canada", "Native birds of the Eastern United States", "Pleistocene birds of North America", "Pliocene birds of North America", "Quaternary birds of Europe", "Species made extinct by human activities", "Taxa named by Carl Linnaeus", "Zanclean first appearances" ]
The great auk (Pinguinus impennis) is a species of flightless alcid that became extinct in the mid-19th century. It was the only modern species in the genus Pinguinus. It is not closely related to the birds now known as penguins, which were discovered later by Europeans and so named by sailors because of their physical resemblance to the great auk. It bred on rocky, remote islands with easy access to the ocean and a plentiful food supply, a rarity in nature that provided only a few breeding sites for the great auks. When not breeding, they spent their time foraging in the waters of the North Atlantic, ranging as far south as northern Spain and along the coastlines of Canada, Greenland, Iceland, the Faroe Islands, Norway, Ireland, and Great Britain. The bird was 75 to 85 centimetres (30 to 33 inches) tall and weighed about 5 kilograms (11 pounds), making it the largest alcid to survive into the modern era, and the second-largest member of the alcid family overall (the prehistoric Miomancalla was larger). It had a black back and a white belly. The black beak was heavy and hooked, with grooves on its surface. During summer, great auk plumage showed a white patch over each eye. During winter, the great auk lost these patches, instead developing a white band stretching between the eyes. The wings were only 15 cm (6 in) long, rendering the bird flightless. Instead, the great auk was a powerful swimmer, a trait that it used in hunting. Its favourite prey were fish, including Atlantic menhaden and capelin, and crustaceans. Although agile in the water, it was clumsy on land. Great auk pairs mated for life. They nested in extremely dense and social colonies, laying one egg on bare rock. The egg was white with variable brown marbling. Both parents participated in the incubation of the egg for around six weeks before the young hatched. The young left the nest site after two to three weeks, although the parents continued to care for it. The great auk was an important part of many Native American cultures, both as a food source and as a symbolic item. Many Maritime Archaic people were buried with great auk bones. One burial discovered included someone covered by more than 200 great auk beaks, which are presumed to be the remnants of a cloak made of great auks' skins. Early European explorers to the Americas used the great auk as a convenient food source or as fishing bait, reducing its numbers. The bird's down was in high demand in Europe, a factor that largely eliminated the European populations by the mid-16th century. Scientists soon began to realize that the great auk was disappearing and it became the beneficiary of many early environmental laws, but these proved ineffectual. Its growing rarity increased interest from European museums and private collectors in obtaining skins and eggs of the bird. On 3 June 1844, the last two confirmed specimens were killed on Eldey, off the coast of Iceland, ending the last known breeding attempt. Later reports of roaming individuals being seen or caught are unconfirmed. A record of one great auk in 1852 is considered by some to be the last sighting of a member of the species. The great auk is mentioned in several novels, and the scientific journal of the American Ornithological Society was named The Auk (now Ornithology) in honour of the bird until 2021. ## Taxonomy and evolution Analysis of mtDNA sequences has confirmed morphological and biogeographical studies suggesting that the razorbill is the closest living relative of the great auk. The great auk also was related closely to the little auk or dovekie, which underwent a radically different evolution compared to Pinguinus. Due to its outward similarity to the razorbill (apart from flightlessness and size), the great auk often was placed in the genus Alca, following Linnaeus. The fossil record (especially the sister species, Pinguinus alfrednewtoni) and molecular evidence show that the three closely related genera diverged soon after their common ancestor, a bird probably similar to a stout Xantus's murrelet, had spread to the coasts of the Atlantic. Apparently, by that time, the murres, or Atlantic guillemots, already had split from the other Atlantic alcids. Razorbill-like birds were common in the Atlantic during the Pliocene, but the evolution of the little auk is sparsely documented. The molecular data are compatible with either possibility, but the weight of evidence suggests placing the great auk in a distinct genus. Some ornithologists still believe it is more appropriate to retain the species in the genus Alca. It is the only recorded British bird made extinct in historic times. The following cladogram shows the placement of the great auk among its closest relatives, based on a 2004 genetic study: Pinguinus alfrednewtoni was a larger, and also flightless, member of the genus Pinguinus that lived during the Early Pliocene. Known from bones found in the Yorktown Formation of the Lee Creek Mine in North Carolina, it is believed to have split, along with the great auk, from a common ancestor. Pinguinus alfrednewtoni lived in the western Atlantic, while the great auk lived in the eastern Atlantic. After the former died out following the Pliocene, the great auk took over its territory. The great auk was not related closely to the other extinct genera of flightless alcids, Mancalla, Praemancalla, and Alcodes. ### Etymology The great auk was one of the 4,400 animal species formally described by Carl Linnaeus in his eighteenth-century work Systema Naturae, in which it was given the binomial Alca impennis. The name Alca is a Latin derivative of the Scandinavian word for razorbills and their relatives. The bird was known in literature even before this and was described by Charles d'Ecluse in 1605 as Mergus Americanus. This also included a woodcut which represents the oldest unambiguous visual depictions of the bird. The species was not placed in its own scientific genus, Pinguinus, until 1791. The generic name is derived from the Spanish, Portuguese and French name for the species, in turn from Latin pinguis meaning "plump", and the specific name, impennis, is from Latin and refers to the lack of flight feathers, or pennae. The Irish name for the great auk is falcóg mhór, meaning "big seabird/auk". The Basque name is arponaz, meaning "spearbill". Its early French name was apponatz, while modern French uses grand pingouin. The Norse called the great auk geirfugl, which means "spearbird". This has led to an alternative English common name for the bird, garefowl or gairfowl. The Inuit name for the great auk was isarukitsok, which meant "little wing". The word "penguin" first appears in the sixteenth century as a synonym for "great auk". Although the etymology is debated, the generic name "penguin" may be derived from the Welsh pen gwyn "white head", either because the birds lived in Newfoundland on White Head Island (Pen Gwyn in Welsh) or because the great auk had such large white circles on its head. When European explorers discovered what today are known as penguins in the Southern Hemisphere, they noticed their similar appearance to the great auk and named them after this bird, although biologically, they are not closely related. Whalers also lumped the northern and southern birds together under the common name "woggins". ## Description Standing about 75 to 85 centimetres (30 to 33 in) tall and weighing approximately 5 kilograms (11 lb) as adult birds, the flightless great auk was the second-largest member of both its family and the order Charadriiformes overall, surpassed only by the mancalline Miomancalla. It is, however, the largest species to survive into modern times. The great auks that lived farther north averaged larger in size than the more southerly members of the species. Males and females were similar in plumage, although there is evidence for differences in size, particularly in the bill and femur length. The back was primarily a glossy black, and the belly was white. The neck and legs were short, and the head and wings small. During summer, it developed a wide white eye patch over each eye, which had a hazel or chestnut iris. Auks are known for their close resemblance to penguins, their webbed feet and countershading are a result of convergent evolution in the water. During winter the great auk moulted and lost this eye patch, which was replaced with a wide white band and a gray line of feathers that stretched from the eye to the ear. During the summer, its chin and throat were blackish-brown and the inside of the mouth was yellow. In winter, the throat became white. Some individuals reportedly had grey plumage on their flanks, but the purpose, seasonal duration, and frequency of this variation is unknown. The bill was large at 11 cm (4+1⁄2 in) long and curved downward at the top; the bill also had deep white grooves in both the upper and lower mandibles, up to seven on the upper mandible and twelve on the lower mandible in summer, although there were fewer in winter. The wings were only 15 cm (6 in) in length and the longest wing feathers were only 10 cm (4 in) long. Its feet and short claws were black, while the webbed skin between the toes was brownish black. The legs were far back on the bird's body, which gave it powerful swimming and diving abilities. Hatchlings were described as grey and downy, but their exact appearance is unknown, since no skins exist today. Juvenile birds had fewer prominent grooves in their beaks than adults and they had mottled white and black necks, while the eye spot found in adults was not present; instead, a grey line ran through the eyes (which still had white eye rings) to just below the ears. Great Auk calls included low croaking and a hoarse scream. A captive great auk was observed making a gurgling noise when anxious. It is not known what its other vocalizations were, but it is believed that they were similar to those of the razorbill, only louder and deeper. ## Distribution and habitat The great auk was found in the cold North Atlantic coastal waters along the coasts of Canada, the northeastern United States, Norway, Greenland, Iceland, the Faroe Islands, Ireland, Great Britain, France, and the Iberian Peninsula. Pleistocene fossils indicate the great auk also inhabited Southern France, Italy, and other coasts of the Mediterranean basin. It was common on the Grand Banks of Newfoundland. In recorded history, the great auk typically did not go farther south than Massachusetts Bay in the winter. Great auk bones have been found as far south as Florida, where it may have been present during four periods: approximately 1000 BC and 1000 AD, as well as, during the fifteenth century and the seventeenth century. It has been suggested that some of the bones discovered in Florida may be the result of aboriginal trading. In the eastern Atlantic, the southernmost records of this species are two isolated bones, one from Madeira and another from the Neolithic site of El Harhoura 2 in Morocco. The great auk left the North Atlantic waters for land only to breed, even roosting at sea when not breeding. The rookeries of the great auk were found from Baffin Bay to the Gulf of St. Lawrence, across the far northern Atlantic, including Iceland, and in Norway and the British Isles in Europe. For their nesting colonies the great auks required rocky islands with sloping shorelines that provided access to the sea. These were very limiting requirements and it is believed that the great auk never had more than 20 breeding colonies. The nesting sites also needed to be close to rich feeding areas and to be far enough from the mainland to discourage visitation by predators such as humans and polar bears. The localities of only seven former breeding colonies are known: Papa Westray in the Orkney Islands, St. Kilda off Scotland, Grimsey Island, Eldey Island, Geirfuglasker near Iceland, Funk Island near Newfoundland, and the Bird Rocks (Rochers-aux-Oiseaux) in the Gulf of St. Lawrence. Records suggest that this species may have bred on Cape Cod in Massachusetts. By the late eighteenth and early nineteenth centuries, the breeding range of the great auk was restricted to Funk Island, Grimsey Island, Eldey Island, the Gulf of St. Lawrence, and the St. Kilda islands. Funk Island was the largest known breeding colony. After the chicks fledged, the great auk migrated north and south away from the breeding colonies and they tended to go southward during late autumn and winter. ## Ecology and behaviour The great auk was never observed and described by modern scientists during its existence and is only known from the accounts of laymen, such as sailors, so its behaviour is not well known and difficult to reconstruct. Much may be inferred from its close, living relative, the razorbill, as well as from remaining soft tissue. Great auks walked slowly and sometimes used their wings to help them traverse rough terrain. When they did run, it was awkwardly and with short steps in a straight line. They had few natural predators, mainly large marine mammals, such as the orca, and white-tailed eagles. Polar bears preyed on nesting colonies of the great auk. Reportedly, this species had no innate fear of human beings, and their flightlessness and awkwardness on land compounded their vulnerability. Humans preyed upon them as food, for feathers, and as specimens for museums and private collections. Great auks reacted to noises, but were rarely frightened by the sight of something. They used their bills aggressively both in the dense nesting sites and when threatened or captured by humans. These birds are believed to have had a life span of approximately 20 to 25 years. During the winter, the great auk migrated south, either in pairs or in small groups, but never with the entire nesting colony. The great auk was generally an excellent swimmer, using its wings to propel itself underwater. While swimming, the head was held up but the neck was drawn in. This species was capable of banking, veering, and turning underwater. The great auk was known to dive to depths of 75 m (250 ft) and it has been claimed that the species was able to dive to depths of 1 km (3,300 ft; 550 fathoms). To conserve energy, most dives were shallow. It also could hold its breath for 15 minutes, longer than a seal. Its ability to dive so deeply reduced competition with other alcid species. The great auk was capable of accelerating underwater, then shooting out of the water to land on a rocky ledge above the ocean's surface. ### Diet This alcid typically fed in shoaling waters that were shallower than those frequented by other alcids, although after the breeding season, they had been sighted as far as 500 km (270 nmi) from land. They are believed to have fed cooperatively in flocks. Their main food was fish, usually 12 to 20 cm (4+1⁄2 to 8 in) in length and weighing 40 to 50 g (1+3⁄8 to 1+3⁄4 oz), but occasionally their prey was up to half the bird's own length. Based on remains associated with great auk bones found on Funk Island and on ecological and morphological considerations, it seems that Atlantic menhaden and capelin were their favoured prey. Other fish suggested as potential prey include lumpsuckers, shorthorn sculpins, cod, sand lance, as well as crustaceans. The young of the great auk are believed to have eaten plankton and, possibly, fish and crustaceans regurgitated by adults. ### Reproduction Historical descriptions of the great auk breeding behaviour are somewhat unreliable. Great Auks began pairing in early and mid-May. They are believed to have mated for life (although some theorize that great auks could have mated outside their pair, a trait seen in the razorbill). Once paired, they nested at the base of cliffs in colonies, likely where they copulated. Mated pairs had a social display in which they bobbed their heads and displayed their white eye patch, bill markings, and yellow mouth. These colonies were extremely crowded and dense, with some estimates stating that there was a nesting great auk for every 1 square metre (11 sq ft) of land. These colonies were very social. When the colonies included other species of alcid, the great auks were dominant due to their size. Female great auks would lay only one egg each year, between late May and early June, although they could lay a replacement egg if the first one was lost. In years when there was a shortage of food, the great auks did not breed. A single egg was laid on bare ground up to 100 metres (330 ft) from shore. The egg was ovate and elongate in shape, and it averaged 12.4 cm (4+7⁄8 in) in length and 7.6 cm (3 in) across at the widest point. The egg was yellowish white to light ochre with a varying pattern of black, brown, or greyish spots and lines that often were congregated on the large end. It is believed that the variation in the egg streaks enabled the parents to recognize their egg among those in the vast colony. The pair took turns incubating the egg in an upright position for the 39 to 44 days before the egg hatched, typically in June, although eggs could be present at the colonies as late as August. The parents also took turns feeding their chick. According to one account, the chick was covered with grey down. The young bird took only two or three weeks to mature enough to abandon the nest and land for the water, typically around the middle of July. The parents cared for their young after they fledged, and adults would be seen swimming with their young perched on their backs. Great auks matured sexually when they were four to seven years old. ## Relationship with humans The great auk was a food source for Neanderthals more than 100,000 years ago, as evidenced by well-cleaned bones found by their campfires. Images believed to depict the great auk also were carved into the walls of the El Pendo Cave in Camargo, Spain, and Paglicci, Italy, more than 35,000 years ago, and cave paintings 20,000 years old have been found in France's Grotte Cosquer. Native Americans valued the great auk as a food source during the winter and as an important cultural symbol. Images of the great auk have been found in bone necklaces. A person buried at the Maritime Archaic site at Port au Choix, Newfoundland, dating to about 2000 BC, was found surrounded by more than 200 great auk beaks, which are believed to have been part of a suit made from their skins, with the heads left attached as decoration. Nearly half of the bird bones found in graves at this site were of the great auk, suggesting that it had great cultural significance for the Maritime Archaic people. The extinct Beothuks of Newfoundland made pudding out of the eggs of the great auk. The Dorset Eskimos also hunted it. The Saqqaq in Greenland overhunted the species, causing a local reduction in range. Later, European sailors used the great auks as a navigational beacon, as the presence of these birds signalled that the Grand Banks of Newfoundland were near. This species is estimated to have had a maximum population in the millions. The great auk was hunted on a significant scale for food, eggs, and its down feathers from at least the eighth century. Prior to that, hunting by local natives may be documented from Late Stone Age Scandinavia and eastern North America, as well as from early fifth century Labrador, where the bird seems to have occurred only as stragglers. Early explorers, including Jacques Cartier, and numerous ships attempting to find gold on Baffin Island were not provisioned with food for the journey home, and therefore, used great auks as both a convenient food source and bait for fishing. Reportedly, some of the later vessels anchored next to a colony and ran out planks to the land. The sailors then herded hundreds of great auks onto the ships, where they were slaughtered. Some authors have questioned the reports of this hunting method and whether it was successful. Great auk eggs were also a valued food source, as the eggs were three times the size of a murre's and had a large yolk. These sailors also introduced rats onto the islands which preyed upon nests. ### Extinction The Little Ice Age may have reduced the population of the great auk by exposing more of their breeding islands to predation by polar bears, but massive exploitation by humans for their down drastically reduced the population, with recent evidence indicating the latter alone is likely the primary driver of its extinction. By the mid-sixteenth century, the nesting colonies along the European side of the Atlantic were nearly all eliminated by humans killing this bird for its down, which was used to make pillows. In 1553, the great auk received its first official protection. In 1794, Great Britain banned the killing of this species for its feathers. In St. John's, those violating a 1775 law banning hunting the great auk for its feathers or eggs were publicly flogged, though hunting for use as fishing bait was still permitted. On the North American side, eider down initially was preferred, but once the eiders were nearly driven to extinction in the 1770s, down collectors switched to the great auk at the same time that hunting for food, fishing bait, and oil decreased. The great auk had disappeared from Funk Island by 1800. An account by Aaron Thomas of HMS Boston from 1794 described how the bird had been slaughtered systematically until then: > If you come for their Feathers you do not give yourself the trouble of killing them, but lay hold of one and pluck the best of the Feathers. You then turn the poor Penguin adrift, with his skin half naked and torn off, to perish at his leasure. This is not a very humane method but it is the common practize. While you abide on this island you are in the constant practice of horrid cruelties for you not only skin them Alive, but you burn them Alive also to cook their Bodies with. You take a kettle with you into which you put a Penguin or two, you kindle a fire under it, and this fire is absolutely made of the unfortunate Penguins themselves. Their bodies being oily soon produce a Flame; there is no wood on the island. With its increasing rarity, specimens of the great auk and its eggs became collectible and highly prized by rich Europeans, and the loss of a large number of its eggs to collection contributed to the demise of the species. Eggers, individuals who visited the nesting sites of the great auk to collect their eggs, quickly realized that the birds did not all lay their eggs on the same day, so they could make return visits to the same breeding colony. Eggers only collected the eggs without embryos and typically, discarded the eggs with embryos growing inside of them. On the islet of Stac an Armin, St. Kilda, Scotland, in July 1840, the last great auk seen in Britain was caught and killed. Three men from St. Kilda caught a single "garefowl", noticing its little wings and the large white spot on its head. They tied it up and kept it alive for three days, until a large storm arose. Believing that the bird was a witch and was causing the storm, they then killed it by beating it with a stick. The last colony of great auks lived on Geirfuglasker (the "Great Auk Rock") off Iceland. This islet was a volcanic rock surrounded by cliffs that made it inaccessible to humans, but in 1830, the islet submerged after a volcanic eruption, and the birds moved to the nearby island of Eldey, which was accessible from a single side. When the colony initially was discovered in 1835, nearly fifty birds were present. Museums, desiring the skins of the great auk for preservation and display, quickly began collecting birds from the colony. The last pair, found incubating an egg, was killed there on 3 June 1844, on request from a merchant who wanted specimens, with Jón Brandsson and Sigurður Ísleifsson strangling the adults and Ketill Ketilsson smashing the egg with his boot. Great auk specialist John Wolley interviewed the two men who killed the last birds, and Sigurður described the act as follows: > The rocks were covered with blackbirds [referring to Guillemots] and there were the Geirfugles ... They walked slowly. Jón Brandsson crept up with his arms open. The bird that Jón got went into a corner but [mine] was going to the edge of the cliff. It walked like a man ... but moved its feet quickly. [I] caught it close to the edge – a precipice many fathoms deep. Its wings lay close to the sides – not hanging out. I took him by the neck and he flapped his wings. He made no cry. I strangled him. A later claim of a live individual sighted in 1852 on the Grand Banks of Newfoundland has been accepted by the International Union for Conservation of Nature and Natural Resources (IUCN). There is an ongoing discussion about the possibilities for reviving the great auk using its DNA from specimens collected. This possibility is controversial. ### Preserved specimens Today, 78 skins of the great auk remain, mostly in museum collections, along with approximately 75 eggs and 24 complete skeletons. All but four of the surviving skins are in summer plumage, and only two of these are immature. No hatchling specimens exist. Each egg and skin has been assigned a number by specialists. Although thousands of isolated bones were collected from nineteenth century Funk Island to Neolithic middens, only a few complete skeletons exist. Natural mummies also are known from Funk Island, and the eyes and internal organs of the last two birds from 1844 are stored in the Zoological Museum, Copenhagen. The whereabouts of the skins from the last two individuals has been unknown for more than a hundred years, but that mystery has been partly resolved using DNA extracted from the organs of the last individuals and the skins of the candidate specimens suggested by Errol Fuller (those in Übersee-Museum Bremen, Royal Belgian Institute of Natural Sciences, Zoological Museum of Kiel University, Los Angeles County Museum of Natural History, and Landesmuseum Natur und Mensch Oldenburg). A positive match was found between the organs from the male individual and the skin now in the Royal Belgian Institute of Natural Sciences in Brussels. No match was found between the female organs and a specimen from Fuller's list, but authors speculate that the skin in Cincinnati Museum of Natural History and Science may be a potential candidate due to a common history with the L.A. specimen. Following the bird's extinction, remains of the great auk increased dramatically in value, and auctions of specimens created intense interest in Victorian Britain, where 15 specimens are now located, the largest number of any country. A specimen was bought in 1971 by the Icelandic Museum of National History for £9000, which placed it in the Guinness Book of Records as the most expensive stuffed bird ever sold. The price of its eggs sometimes reached up to 11 times the amount earned by a skilled worker in a year. The present whereabouts of six of the eggs are unknown. Several other eggs have been destroyed accidentally. Two mounted skins were destroyed in the twentieth century, one in the Mainz Museum during the Second World War, and one in the Museu Bocage, Lisbon that was destroyed by a fire in 1978. ### Cultural depictions #### Children's books The great auk is one of the more frequently referenced extinct birds in literature, much like the famous dodo. It appears in many works of children's literature. Charles Kingsley's The Water-Babies, A Fairy Tale for a Land Baby includes a great auk telling the tale of the extinction of its species. Enid Blyton's The Island of Adventure sends one of the protagonists on a failed search for what he believes is a lost colony of the species. #### Literature The great auk also is present in a wide variety of other works of fiction. In the short story The Harbor-Master by Robert W. Chambers, the discovery and attempted recovery of the last known pair of great auks is central to the plot (which also involves a proto-Lovecraftian element of suspense). The story first appeared in Ainslee's Magazine (August 1898) and was slightly revised to become the first five chapters of Chambers' episodic novel In Search of the Unknown, (Harper and Brothers Publishers, New York, 1904). In his novel Ulysses, James Joyce mentions the bird while the novel's main character is drifting into sleep. He associates the great auk with the mythical roc as a method of formally returning the main character to a sleepy land of fantasy and memory. Penguin Island, a 1908 French satirical novel by the Nobel Prize winning author Anatole France, narrates the fictional history of a great auk population that is mistakenly baptized by a nearsighted missionary. A great auk is collected by fictional naturalist Stephen Maturin in the Patrick O'Brian historical novel The Surgeon's Mate. This work also details the harvesting of a colony of auks. The great auk is the subject of The Last Great Auk, a novel by Allen Eckert, which tells of the events leading to the extinction of the great auk as seen from the perspective of the last one alive. Farley Mowat devotes the first section, "Spearbill", of his book Sea of Slaughter to the history of the great auk. Ogden Nash warns that humans could suffer the same fate as the great auk in his short poem "A Caution to Everybody". W. S. Merwin mentions the great auk in a short litany of extinct animals in his poem "For a Coming Extinction", one of the seminal poems from his 1967 collection, "The Lice". Night of the Auk, a 1956 Broadway drama by Arch Oboler, depicts a group of astronauts returning from the Moon to discover that a full-blown nuclear war has broken out. Obeler draws a parallel between the anthropogenic extinction of the great auk and of the story's nuclear extinction of humankind. #### Audio drama The Doctor Who audio drama Last Chance, produced by Big Finish Productions, depicts the killing of the final breeding pair in 1844. #### Performing arts This bird also is featured in a variety of other media. It is the subject of a ballet, Still Life at the Penguin Café, and a song, "A Dream Too Far", in the ecological musical Rockford's Rock Opera. A great auk appears as a prized possession of Baba the Turk in Igor Stravinsky's opera The Rake's Progress (libretto by W. H. Auden and Chester Kallman). #### Mascots The great auk is the mascot of the Archmere Academy in Claymont, Delaware, and the Adelaide University Choral Society (AUCS) in Australia. The great auk was formerly the mascot of the Lindsay Frost campus of Sir Sandford Fleming College in Ontario. In 2012, the two separate sports programs of Fleming College were combined and the great auk mascot went extinct. The Lindsay Frost campus student owned bar, student center, and lounge is still known as the Auk's Lodge. It was also the mascot of the now ended Knowledge Masters educational competition. #### Names The scientific journal of the American Ornithologists' Union is named The Auk in honour of this bird. According to Homer Hickam's memoir, Rocket Boys, and its film production, October Sky, the early rockets he and his friends built, ironically were named "Auk". A cigarette company, the British Great Auk Cigarettes, was named after this bird. #### Fine arts Walton Ford, the American painter, has featured great auks in two paintings: The Witch of St. Kilda and Funk Island. The English painter and writer Errol Fuller produced Last Stand for his monograph on the species. The great auk also appeared on one stamp in a set of five depicting extinct birds issued by Cuba in 1974. ## See also - List of recently extinct bird species
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The Getaway (1972 film)
1,168,306,443
1972 American action thriller film by Sam Peckinpah
[ "1970s American films", "1970s English-language films", "1970s action thriller films", "1970s crime thriller films", "1970s heist films", "1972 films", "Adultery in films", "American action thriller films", "American chase films", "American crime thriller films", "American heist films", "American neo-noir films", "Films about bank robbery", "Films based on American novels", "Films based on Jim Thompson novels", "Films based on crime novels", "Films directed by Sam Peckinpah", "Films scored by Quincy Jones", "Films set in Houston", "Films set in Texas", "Films shot in El Paso, Texas", "Films shot in New Braunfels, Texas", "Films shot in San Antonio", "Films with screenplays by Walter Hill", "First Artists films" ]
The Getaway is a 1972 American heist thriller film based on the 1958 novel by Jim Thompson. The film was directed by Sam Peckinpah, written by Walter Hill, and stars Steve McQueen, Ali MacGraw, Ben Johnson, Al Lettieri, and Sally Struthers. The plot follows imprisoned mastermind robber Carter "Doc" McCoy (McQueen), whose wife Carol (MacGraw) conspires for his release on the condition they rob a bank in Texas. A double-cross follows the crime and the McCoys are forced to flee for Mexico with the police and criminals in hot pursuit. Peter Bogdanovich, whose The Last Picture Show impressed McQueen and producer David Foster, was originally hired as the director of The Getaway. Thompson came on board to write the screenplay, but creative differences ensued between him and McQueen and he was subsequently fired along with Bogdanovich. Writing and directing duties eventually went to Hill and Peckinpah, respectively. Principal photography commenced on February 7, 1972, on location in Texas. The film reunited McQueen and Peckinpah, who had worked together on the relatively unprofitable Junior Bonner which was released the same year. The Getaway premiered on December 13, 1972. Despite the negative reviews it received upon release, numerous retrospective critics gave the film good reviews. A box office hit earning over \$36 million, it was the eighth highest-grossing film of 1972, and was one of the most financially successful productions of Peckinpah's and McQueen's careers. A film remake of the same name starring Alec Baldwin and Kim Basinger was released in 1994. ## Plot Four years into his ten-year sentence for armed robbery, Carter "Doc" McCoy is denied parole from a Texas prison. When his wife Carol visits him, he tells her to do whatever is necessary to make a deal with Jack Beynon, a corrupt businessman in San Antonio, to free him. Beynon uses his influence and obtains Doc's parole on the condition that he plan and take part in a bank robbery with two of his henchmen, Rudy Butler and Frank Jackson. The robbery initially goes as planned, until Frank kills a security guard. Rudy then attempts a double-cross, shooting Frank in the groin as they drive away and kicking him out of their moving car, killing him. At their designated meeting place, Rudy tries to draw on Doc, but Doc anticipates Rudy's double-cross and shoots Rudy several times. Doc and Carol take the \$500,000 and leave. Rudy, having secretly worn a bulletproof vest, is only wounded. Doc meets with Beynon, not realizing he had arranged a double-cross wherein Carol would sneak into the meet and kill Doc; however, Carol turns her gun on Beynon and shoots him dead. Doc, having just been taunted by Beynon before Carol shot him, realizes that Carol had sex with Beynon to secure his parole. He angrily gathers up the money and, after a bitter quarrel, the couple flees for the border at El Paso. Rudy forces rural veterinarian Harold Clinton and his wife Fran to treat his injuries, then kidnaps the pair to pursue Doc and Carol. Beynon's brother Cully and his team also track the McCoys down. At a train station, a con man swaps locker keys with Carol and steals their bag of money. Doc follows him onto a train and forcibly takes it back, although the con man has already pocketed a packet of the money. The injured con man and a train passenger—a boy whom Doc had rebuked for squirting him with a water gun—are taken to the police station, where they identify Doc's mug shot. Carol buys a car, and the McCoys drive to an electronics store. As Doc buys a portable radio, he switches off the radio set near the proprietor's desk broadcasting the news of the earlier incidents they were involved in. When all the television sets in the store show Doc's picture, he leaves immediately. The proprietor gets a glimpse of the picture and calls the police. Doc steals a shotgun from a neighboring store, and shoots up the police car so that they can flee. The mutual attraction between Rudy and Fran, the veterinarian's wife, leads to them having consensual sex on two occasions in front of her husband, who is tied up in a chair. Humiliated, the vet hangs himself in the motel bathroom. Rudy and Fran move on, barely acknowledging the suicide. They check into an El Paso hotel used by criminals as a safe house because Rudy knows that the McCoys will be heading to the same place. When Doc and Carol check in at the hotel, they ask for food to be delivered, but the manager, Laughlin, says he is working alone and cannot leave the desk. Doc realizes that Laughlin sent his family away because something is about to happen. He urges Carol to dress quickly so they can escape. An armed Rudy comes to their door while Fran poses as a delivery girl. Peering from an adjacent doorway, Doc is surprised to see Rudy alive. He sneaks up behind Rudy, knocks him out, and does the same to Fran. Beynon's brother and his thugs arrive as the McCoys try to leave. A violent gunfight ensues in the halls, stairwell, and elevator and all but one of Cully's men are killed; Doc allows him to run away. Rudy comes to, follows Doc and Carol outside onto a fire escape, and shoots at them. Doc returns fire and kills him. With the police on the way, the couple hijack a pickup truck and force the driver, a cooperative old cowboy, to take them to Mexico. After crossing the border, Doc and Carol pay the cowboy \$30,000 for his truck. Overjoyed, the cowboy heads back to El Paso on foot, while the couple continue into Mexico, having gotten away with their crimes, and the remainder of the money. ## Cast ## Production ### Development Steve McQueen had been encouraging his publicist David Foster to enter the film industry for years, as a producer. His first attempt was Butch Cassidy and the Sundance Kid (1969), with McQueen starring alongside Paul Newman, but 20th Century Fox, particularly its president, Richard D. Zanuck, did not want Foster as part of the deal. Rather, Zanuck hired producer Paul Monash since he was the studio's profit maker, resulting in McQueen's departure from the project, which then fell apart. While McQueen was making Le Mans (1971) Foster acquired the rights to Jim Thompson's crime novel The Getaway. Foster sent McQueen a copy of the book urging him to do it. The actor was looking for a "good/bad guy" role and saw these qualities in the novel's protagonist, Doc McCoy. Foster looked for a director and Peter Bogdanovich came to his attention. Bogdanovich's agent, Jeff Berg, set up a special screening of his client's soon-to-be released The Last Picture Show (1971) for Foster with McQueen in attendance. They loved it and met with the director and a deal was reached. However, Warner Bros. approached Bogdanovich with an offer to direct What's Up, Doc? (1972), starring Barbra Streisand, with the stipulation that he had to start right away. The director wanted to do both, but the studio refused. When McQueen heard this, he became upset and told Bogdanovich that he was going to get someone else to direct The Getaway. McQueen had recently worked with director Sam Peckinpah on Junior Bonner (1972) and enjoyed the experience, but the film proved to be unsuccessful. He said: "Out of all my movies, Junior Bonner did not make one cent. In fact, it lost money." McQueen recommended that Foster approach Peckinpah. Like McQueen, Peckinpah was in need of a box office hit and accepted immediately. The filmmaker had read the novel when it was originally published and had talked to Thompson about making a film adaptation when he was starting out as a director. At the time, Peckinpah wanted to make Emperor of the North Pole (1973), a story set during the Great Depression about a brakeman obsessed with keeping homeless people off his train. The film's producer made a deal with Paramount Pictures' production chief Robert Evans, allowing Peckinpah to do his personal project if he first directed The Getaway. The director was soon dismissed from Emperor and told that Paramount was not making The Getaway. A conflict arose with Paramount over the film's budget. Foster had thirty days to set up a new deal with another studio, or Paramount would own the exclusive rights. He was inundated with offers and accepted one from First Artists Productions, because McQueen would receive no upfront salary, just ten percent of the gross receipts from the first dollar taken in on the film. This would become very profitable if the film was a box office hit. ### Writing Jim Thompson was hired by Foster and McQueen to adapt his novel. He worked on the screenplay for four months, changing some of the scenes and episodes in his novel. Thompson's script included the borderline surrealistic ending from his novel featuring El Rey, an imaginary Mexican town filled with criminals. McQueen objected to the depressing ending and Thompson was replaced by screenwriter Walter Hill. Hill had been recommended by Polly Platt, Bogdanovich's wife, who was then still attached to direct; Platt had been impressed by Hill's work on Hickey & Boggs (1972). Hill said Bogdanovich wanted to turn the material into a more Hitchcock-type thriller, but he had only written the first twenty-five pages when McQueen fired the director. Hill finished the script in six weeks, then Peckinpah came on board. Peckinpah read Hill's draft, and the screenwriter remembered that he made few changes: "We made it non-period and added a little more action." On Thompson's novel, Hill said: > I didn't think you could do Thompson's novel. I thought you had to make it more of a genre film. Thompson's novel is strange and paranoid, has this fabulous ending in an imaginary city in Mexico, criminals who bought their freedom by living in this kingdom. It's a strange book. It's written in the fifties, takes place in the fifties, but it is really a thirties story. I did not believe that if you faithfully adapted the novel the movie would get made, or that McQueen would get the part. There was a brutal nature to Doc McCoy that was in the book that I thought you weren't going to be able to go that far and get the movie made. I found myself in this strange position, trying to make it less violent. ### Casting When Bogdanovich was to direct, he intended to cast Cybill Shepherd, his then girlfriend, in the role of Carol. As soon as Peckinpah came on to direct, he wanted to cast Stella Stevens with whom he had worked on The Ballad of Cable Hogue (1970), with Angie Dickinson and Dyan Cannon as possible alternatives. Foster suggested Ali MacGraw, a much in-demand actress after the commercial success of Love Story (1970). She was married to Robert Evans, who wanted her to avoid being typecast in preppy roles, and set up a meeting for her with Foster, McQueen, and Peckinpah about the film. According to Foster, she was scared of McQueen and Peckinpah because they had reputations as "wild, two-fisted, beer guzzlers". McQueen and MacGraw experienced a strong instant attraction. "He was recently separated and free," she said, "and I was scared of my overwhelming attraction to him." MacGraw was paid \$300,000 plus German distribution rights. Peckinpah originally wanted actor Jack Palance to play the role of Rudy Butler but could not afford his salary. Impressed by his performance in The Panic in Needle Park (1971), Hill recommended Richard Bright. Bright had worked with McQueen fourteen years before, but he did not have the threatening physique that McQueen pictured for Butler because the two men were the same height. Due to his friendship with Bright, Peckinpah cast him as the con man. Al Lettieri was brought to Peckinpah's attention for the role of Butler by producer Albert S. Ruddy, who was working with the actor on The Godfather (1972). Like Peckinpah, Lettieri was a heavy drinker which caused problems while filming due to his unpredictable behavior. ### Filming Principal photography of The Getaway began in Huntsville, Texas, on February 7, 1972. Peckinpah shot the opening prison scenes at the Huntsville Penitentiary, with McQueen surrounded by actual convicts. Other shooting locations included Texas towns such as San Marcos, San Antonio and El Paso. McQueen and MacGraw began an affair during production. She would eventually leave her husband Evans and become McQueen's second wife. Foster was worried that their relationship could have a potentially negative impact on the film by causing a scandal. MacGraw got her start as a model, and her inexperience as an actress was evident on the set as she struggled with the role. According to Foster, the actress and Peckinpah got along well, but she was not happy with her performance: "After we had completed The Getaway and I looked at what I had done in it, I hated my own performance. I liked the picture, but I despised my own work." Peckinpah's intake of alcohol increased dramatically while making The Getaway, and he was fond of saying, "I can't direct when I'm sober." He and McQueen got into occasional heated arguments during filming. The director recalled one such incident on the first day of rehearsal in San Marcos: "Steve and I had been discussing some point on which we disagreed, so he picked up this bottle of champagne and threw it at me. I saw it coming and ducked. And Steve just laughed." McQueen had a knack with props, especially the weapons he used in the film. Hill remembered, "You can see Steve's military training in his films. He was so brisk and confident in the way he handled the guns." It was McQueen's idea to have his character shoot and blow up a squad car in the scene where Doc holds two police officers at gunpoint. Under his contract with First Artists, McQueen had final cut privileges on The Getaway. When Peckinpah found out, he was upset. Richard Bright said that McQueen chose takes that "made him look good" and Peckinpah felt that the actor had played it safe: "He chose all these Playboy shots of himself. He's playing it safe with these pretty-boy shots." ### Music Peckinpah's longtime composer and collaborator Jerry Fielding was commissioned to score The Getaway. He had worked previously with the director on Noon Wine (1966), The Wild Bunch (1969), Straw Dogs (1970), and Junior Bonner. After the film's second preview screening, McQueen was unhappy with the music and used his clout to hire Quincy Jones to rescore the film. Jones's music had a jazzier edge and featured harmonica solos by Toots Thielemans and vocals by Don Elliott, both of whom had been his associates. Peckinpah was unhappy with this action and took out a full-page ad in Daily Variety on November 17, 1972, which included a letter he had written to Fielding thanking him for his work. Fielding would work with Peckinpah on two more films, Bring Me the Head of Alfredo Garcia (1974) and The Killer Elite (1975). Jones was nominated for a Golden Globe award for his original score. ## Release ### Theatrical run and box office There were two preview screenings for The Getaway: a lackluster one in San Francisco and an enthusiastic one in San Jose, California. In the second week of January 1973, the film grossed an estimated \$874,000 in thirty-nine locations in the United States. It also peaked on Variety's box office chart. The film had grossed \$18,943,592 by the end of 1973, and went on to become the eighth highest-grossing film of the year. Its North American rentals for that year were \$17,500,000. On a production budget of \$3,352,254, the film grossed \$36,734,619 in the US alone. Walter Hill later recalled: > I thought of the films I wrote, I thought it was far and away the best one, and most interesting. I thought Sam did a few things while shooting that were terrific. (...) It was not reviewed very well, but a huge hit. Biggest hit Sam ever had. (...) He would always say we did this one for the money which is one of those kind of half truths. (...) He was well paid and the movie made a lot of money and the fact it was about the only film where his points meant anything; he took a fair amount of money out, too. After all the disappointment and heartbreak of all these films he had never gotten any reward or been well paid, meant a lot to him. ### Home media Warner Home Video released a two-disc DVD version of The Getaway on November 19, 1997, presented in widescreen and pan and scan. Warner released the film again on DVD as part of The Essential Steve McQueen Collection seven-disc box set on May 31, 2005, followed by an HD DVD and a Blu-ray version on February 27, 2007. Special features include audio commentary by Peckinpah's biographers and documentarians Nick Redman, Garner Simmons, David Weddle, and Paul Seydor and a 12-minute "virtual" commentary by Peckinpah, McQueen and MacGraw. There is also a featurette entitled Main Title 1M1 Jerry Fielding, Sam Peckinpah & The Getaway which includes interviews with composer Jerry Fielding's wife and two daughters, and Peckinpah's assistant. ## Critical reception Initial reaction to The Getaway was negative. Vincent Canby of The New York Times called the film "aimless". Roger Ebert of the Chicago Sun-Times complained that the story was contrived, calling it "a big, glossy, impersonal mechanical toy", and rated it 2 out of 4 stars. The New Yorker's Pauline Kael said the on-screen relationship between McQueen and MacGraw leaves much to be desired. In hindsight, Kael referred to MacGraw as a much worse actress than Candice Bergen. Jay Cocks of Time magazine felt that Peckinpah "was pushing his privileges too far", but complimented his film as "a work of a competent craftsman". The New York Daily News' Kathleen Carroll denounced the film for being "too violent and vulgar". John Simon called The Getaway "a sourly disappointing, ugly, and unbelievable film". Conversely, the Chicago Tribune's Gene Siskel said The Getaway "play[ed] like a 1970s Bonnie and Clyde", giving it 31/2 stars out of 4. Stanley Kauffmann of The New Republic wrote- "McGraw is a zero, so she makes us question her all the time. Outside of that (immense) flaw in casting, the picture is smashing". Modern criticism has been more appreciative. Dennis Schwartz of Ozus' World Movie Reviews gave it a B grade rating, praising most of the film's action sequences and calling it "a gripping thriller (...) filmed in Peckinpah's excessive action-packed violent and amoral style". Newell Todd of CHUD.com scored it 7 out of 10, considering it "an entertaining film that is only made better with some McQueen action". Casey Broadwater of Blu-ray.com described it as "an effective thriller that plays with and against some of [Peckinpah's] well-noted stylistic trademarks, ... a well-constructed, lovers on the run-style heist flick". Writing for Cinema Crazed, Felix Vasquez also lauded most action scenes and remarked: "The Getaway is a top notch crime thriller with a fantastic turn by McQueen and it's still the best action movie I've ever seen." Rotten Tomatoes gives the film a score of 86% based on 21 reviews from critics, with an average rating of 6.9/10. The website's consensus reads, "The Getaway sees Sam Peckinpah and Steve McQueen, the kings of violence and cool, working at full throttle". Rotten Tomatoes also ranked the film at No. 47 on its "75 Best Heist Movies of All Time" list. In 2010, The Playlist included The Getaway on its list of the "25 All-Time Favorite Heist Movies", describing it as "a solid, straight-ahead action flick that's always fun to wander into the middle of on late night TV." ## Remake A remake of the film, directed by Roger Donaldson and co-written by Walter Hill, was released on February 11, 1994. It stars Alec Baldwin and Kim Basinger, with Michael Madsen, James Woods, David Morse, and Jennifer Tilly. The film received negative reviews upon its release, with critics calling it a clichéd and uninspired retread of the Peckinpah film. In 2008, Baldwin referred to it as a "bomb". ## See also - Heist film - List of American films of 1972
1,082,759
School Rumble
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Japanese manga series and franchise
[ "2004 Japanese novels", "2004 Japanese television series debuts", "2004 anime television series debuts", "2005 Japanese television series endings", "2005 anime OVAs", "2005 video games", "2006 Japanese television series debuts", "2006 Japanese television series endings", "2006 anime television series debuts", "2006 video games", "2007 Japanese novels", "2008 anime OVAs", "2008 manga", "Anime and manga controversies", "Articles containing video clips", "Del Rey Manga", "Funimation", "Japanese high school television series", "Light novels", "Manga creation in anime and manga", "Romantic comedy anime and manga", "School Rumble", "School life in anime and manga", "Shōnen manga", "TV Tokyo original programming" ]
School Rumble (Japanese: スクールランブル, Hepburn: Sukūru Ranburu) is a Japanese manga series written and illustrated by Jin Kobayashi. It was serialized in Kodansha's shōnen manga magazine Weekly Shōnen Magazine from October 2002 to July 2008, with its chapters collected in 22 tankōbon volumes. Magazine Special published School Rumble Z monthly from August 2008 to May 2009, with its chapters collected in a single volume. School Rumble is a romance comedy centering on relationships between Japanese high school students, School Rumble focuses on a love triangle involving the series' two protagonists, Tenma Tsukamoto and Kenji Harima, and one of their classmates, Oji Karasuma. The series often discards realism in favor of comedic effect. School Rumble's popularity has resulted in its adaptation into multiple forms of media. TV Tokyo broadcast a 26-episode anime program between October 2004 and April 2005. In December 2005, a two-part original video animation (OVA) entitled School Rumble: Extra Class was released. A second season, School Rumble: 2nd Semester, aired between April and September 2006. Finally, two more episodes, collectively entitled School Rumble: Third Semester, were bundled with the Japanese manga volumes 21 and 22. Three video games have been produced—two for the PlayStation 2 in July 2005 and July 2006, and one for the PlayStation Portable in 2005. Two light novels written by Hiroko Tokita and illustrated by Kobayashi were published in April 2004 and December 2007; four official guidebooks illustrated by Kobayashi and written by his editors have also been released. Del Rey Manga published the English translation of the first 16 volumes of School Rumble in physical format. In the translation, Del Rey Manga maintained the traditional Japanese name order to preserve puns based on the characters' names. Kodansha USA published the English translation in digital format. Funimation published the first and second anime seasons and the Extra Class OVAs in English. School Rumble has been translated into additional languages, although the final two episodes, the video games, and guidebooks have yet to be released outside Japan. The manga was well received by Japanese-language readers; several volumes have appeared in the top manga sales charts. The North American English translations were less popular, but still ranked several times in the top 100 as well as ranking 145th for overall manga series sales in 2008. Critics of the English-language translation have been positive overall, praising Kobayashi for his art style and overall use of humor. However, the manga has received some criticism, mostly centered on some of the jokes and repetitive plot. The anime adaptation also sold well in Japan and was praised by Kobayashi and—for the English-language translation—critics. The decision by Media Factory to aggressively pursue its intellectual property rights for School Rumble is believed by proponents of fansubs to have had a negative impact on the franchise's release and sales in the North American market. In 2009, Kobayashi said "School Rumble is an important piece that I want to draw more, but I wanted to do more other things so I ended it. When I have some time, I would like to draw their adult days in a seinen magazine." ## Plot School Rumble revolves around the daily lives of the students of Class 2-C at the fictional Yagami High School, along with their friends and families. The main female protagonist is Tenma Tsukamoto, an unremarkable second-year high school student who secretly admires her eccentric, enigmatic, nice-guy classmate, Oji Karasuma. Tenma struggles to confess her feelings to Karasuma. He remains oblivious to her interest, instead seeking fulfillment by indulging in curry. The main male protagonist, delinquent Kenji Harima, similarly yearns for Tenma, attending school solely to be near her. Like Tenma, Harima has difficulty declaring his love, and whenever he summons the courage to do so, circumstances conspire against him. Harima complicates the love triangle through constant bumbling, and misunderstandings among the students aggravate the situation. Harima becomes involved with Tenma's close friend, Eri Sawachika, after the pair are thrown together in mutually embarrassing situations. Later in the series, he develops a friendship with Tenma's younger sister, Yakumo Tsukamoto, who becomes Harima's assistant on a manga he writes. The plots of Harima's stories portray a Harima-like hero fighting to save a Tenma-like damsel in various historical or fantastical situations, usually in battle against an obvious facsimile of Karasuma. After the hero saves the heroine, she always falls in love with him. Yakumo's relationship with Harima causes problems with Class 2-C's student representative, Haruki Hanai, who has a crush on Yakumo, with the sisters' shared surname causing Harima and Hanai to misinterpret the object of each others' respective infatuations. Although Harima manages to engineer romantic encounters with Tenma, her relationship with Karasuma nevertheless progresses, and Harima's bonds with Eri and Yakumo grow stronger. Eventually Tenma musters the courage to confess her love, but shortly after Karasuma loses his memory. His amnesia gives a purpose to Tenma's life; she concentrates on her studies to become a doctor and help Karasuma. Although School Rumble focuses on Harima and Tenma, the series explores a number of supporting characters. These include Tenma's friends Mikoto Suo, who runs a kenpo dojo where her childhood friend, Hanai, trains, and Akira Takano, a mysterious and uncannily perceptive girl. As the story progresses, more major characters are introduced into the relationship web. School Rumble Z, the "parallel comedy", ends with Class 2-C's graduation ceremony. At this point most of the plot-lines are settled, but there is no clear resolution for the main protagonists. Karasuma still suffers from memory loss, and although Harima attends the ceremony with Eri, their relationship status remains the same. There is a scene in the last chapter which could either be an imagination from Max or a flashforward, which shows Harima and Eri visiting Karasuma and the Tsukamoto sisters together, with Eri carrying a child in her arms. ## Development and production Jin Kobayashi began writing School Rumble, his debut work, in 2002. He stated to an audience at Honolulu's 2006 Kawaii Kon convention that he started writing the series because he found the idea of a manga involving a delinquent falling in love interesting. Kobayashi's favorite character, Kenji Harima, is based largely on an amalgam of various friends, although he estimates "about 30%" of Harima is a reflection of himself. However, despite putting most of his personal feelings into the female characters, he stated that Ryuuhei Suga, a minor supporting character, is the most autobiographical. Most of the other characters are based on memories of former high-school classmates; Kobayashi recalled that he had no real idea of their voices when drawing them, and it was not until much later, when he heard the voice actors' interpretations during the production of the anime series, that he knew how they should sound. He acknowledged that some characters are more developed than others; in reply to a fan question about the mysterious Akira Takano, he admitted that, despite the closeness he feels for her, he did not put much emphasis on Takano and planned to develop her love-life slowly. Kobayashi intentionally centered his story arcs around misunderstandings which he then resolves, since he believes "if there's no misunderstanding then there's no funny story." He claims that none of his stories are based on real-life events, although when pressed admits the possibility of some resemblances but without divulging specific details. Kobayashi and his editors collaborated on the plotlines. Kobayashi would then draw the basic illustrations for each chapter before passing his material to assistants to finish. As the series' manga artist, Kobayashi also designed the cover art. Originally, the fifth volume's front cover was to feature Akira Takano, but after re-reading the volume Kobayashi concluded that since much of its plot in that volume revolves around Karen Ichijo, she should be on the cover instead. Desiring to feature a male character, he placed Harima on the cover of volume six. Kobayashi designed a poster to commemorate the ending of the series with the final chapter of School Rumble Z. An anime adaptation of the series was never envisaged by Kobayashi, and he was skeptical of the project when first approached. Negotiations and preparation took some time, but he claims to be happy with the end result. On viewing the first anime footage, Kobayashi was astonished; he recalls in an interview his emotions at the time, stating "I was incredibly touched by it. Completely overcome." Impressed with the adaptation of his work, he praises the anime staff for their achievement, although conceding that School Rumble probably lent itself to the anime format. He cites the fishing episode, for which he supplied the voice acting for several minor parts, as his favorite. Kobayashi allowed the voice actors who voiced his characters significant freedom to interpret them as they chose. There were a number of cast changes throughout the production; Ami Koshimizu, the voice actress for Tenma, had initially auditioned for the role of Yakumo, and between School Rumble's first and second seasons the voice actors for both Karen Ichijo and Yoko Sasakura were replaced. Mako Sakurai took over Karen's role from Yuuka Nanri, and Aya Hirano replaced Akiko Kurumado as Yoko. The artbox design for Funimation's North American release of the School Rumble anime resembles a miniature metal locker, and each of the individually released DVDs comes with heavy duty magnets. The discs include subtitled interviews with the Japanese voice actors, which were compiled onto a third DVD for the full first season release. In 2007, Funimation ran a drawing contest prior to releasing the anime in North America. The grand prize included a new computer with software for developing anime and manga. The United Kingdom anime release by Revelation Films saw the same limited edition box as Funimation, along with two standard editions. ## Media ### Manga Written and illustrated by Jin Kobayashi, School Rumble debuted in Kodansha's shōnen manga magazine Weekly Shōnen Magazine on October 23, 2002, and finished on July 23, 2008. It further appeared in issues of Shōnen Magazine's Magazine Special, and comprised one chapter of the seasonal Shōnen Magazine Wonder (少年マガジンワンダー). Kodansha collected its chapters in 22 tankōbon volumes, released from May 16, 2003, to September 17, 2008. Another series, School Rumble Z, was serialized in Magazine Special from August 20, 2008, to May 20, 2009. Concluding the series, a compiled volume was released on June 17, 2009. A special chapter of the manga was published on Weekly Shōnen Magazine on November 30, 2016. As a guide to the contents of each chapter, musical notations were added before the chapter number. In School Rumble, chapters marked with a sharp sign (♯) concern the main plot development focusing around Tenma and Harima, while side stories dealing with supporting characters are indicated by a flat sign (♭). The one exception to this pattern in the first series is the chapter that appears in Shōnen Magazine Wonder, which uses the natural sign (♮). School Rumble Z uses the natural sign for every chapter. The manga volumes of School Rumble contain original bonus chapters that use no musical notation; these are normally one page in length, but the seventh volume spreads its bonus chapter over several pages with each page telling a self-contained story. Del Rey Manga, in North America, and Tanoshimi in the United Kingdom licensed School Rumble for an English-language release. It has also been translated into other languages, although the German-language release which Tokyopop initially published was cancelled and later continued by Egmont Manga & Anime. Del Rey released the first English-language volume on February 28, 2006, and the latest—volumes 14-16 in an omnibus—on July 27, 2010. Following Kodansha's lead, the Del Rey translation places the main plot chapters first followed by the side stories. Del Rey also retained the Japanese naming order to preserve puns and humor involving the names of the characters. The manga ceased to be published in North America after Del Rey became defunct. Kodansha released 13 volumes of the manga digitally on iTunes on July 26, 2016. As of August 2017, all 22 volumes of the main series have been published digitally in English by Kodansha. ### Anime TV Tokyo adapted the School Rumble manga for two 26-episode television sketch show series, and five additional episodes. The first season was broadcast in Japan from October 10, 2004 to March 29, 2005, followed by two original video animation (OVA) episodes entitled School Rumble: Extra Class (スクールランブルOVA一学期補習, School Rumble OVA Ichigakki Hoshū), which were released on December 22, 2005. The second season, School Rumble: 2nd Semester (スクールランブル二学期, School Rumble Nigakki), ran from April 2 to September 24, 2006. Although a third series—School Rumble: Third Semester (スクールランブル三学期, School Rumble Sangakki)—was drawn up in the form of 24 episode synopses, the series was never animated. Instead a two-episode mini-series was released as episodes 25 and 26 of School Rumble: Third Semester. The first 24 episodes follow the manga's storyline between the end of School Rumble: 2nd Semester and the Third Semester mini-series; the promotional videos of the mini-series on the anime's website instead of previews of a new season confirmed that the remaining 24 episodes would not be animated. The School Rumble: Third Semester episodes were released with special editions of volumes 21 and 22 of the School Rumble manga, the first on July 17 and the second on September 17, 2008. School Rumble, School Rumble: 2nd Semester, and School Rumble: Extra Class were later licensed for an English-language audience by Funimation in North America, Madman Entertainment in Australasia and the first three volumes of season one by Revelation Films in the United Kingdom. On September 1, 2009 Funimation re-released School Rumble: First Semester and Extra class as a compilation. 2nd Semester was re-released as an entire season with a new rating of TV-MA. The anime has also been released in other languages, and Funimation have made several dubbed episodes of School Rumble and School Rumble: 2nd Semester available as streaming content on the Internet. The Funimation Channel began airing the first season of School Rumble on September 1, 2008.School Rumble: 2nd Semester and the Extra Class OVA has also aired on the Funimation Channel. The 2008's Future Film Festival in Bologna, Italy screened School Rumble: 2nd Semester. The anime's first season focuses on Tenma, Harima, and Karasuma, and Harima's relationships with other females including Sawachika and Yakumo. Its second season involves more of the secondary cast. The Extra Class OVAs are compiled from various first season storylines. Both the Third Semester synopses and episodes return to the main cast. The anime's structure has been compared to Azumanga Daioh, with thematic influences from Full Metal Panic? Fumoffu. In places it makes deliberate use of unconventional nomenclature; the title of episode 25 of season one is a set of pictograms, while episode 26's title has 187 characters in the Japanese original. In season two, the Japanese title for episode 26 consists of just a period. The narrative of the School Rumble anime is designed to mirror that of the manga, which results in multiple short story segments with no significant connection. Shown from the perspective of its characters—notably Tenma and Harima as they attempt similar ploys to get their crush to notice their affection—the anime uses absurdist humor which often combines elements of popular culture to explore the love-triangle, with jokes that work on multiple levels. One such example, highlighted by Lisa Marie, reviewer for Anime Today, is the bike chase scene in episode 1 of season one. She notes that while anyone can appreciate the chase's inherent humor, those familiar with Initial D will find another level of appreciation that nevertheless does not interfere with viewers who do not catch the deeper reference. Lisa Marie comments "I certainly admit watching an insane bike chase cross paths with Initial D's famous AE86 has a bit more cachet when you know why there's a cheesily rendered race car in slow moving Eurobeat." ### Music Two anime soundtracks and five maxi single albums based on the anime's opening and closing themes have been released, with all but the second season's closing theme having both a regular and limited edition. In addition, three two-disc drama CDs and three radio dramas have been released on CD. Eight image albums—one for each of the main characters—have also been released, in both a regular and limited edition run. On December 5, 2004, Yokohama BLITZ held a concert entitled School Rumble PRESENTS Come! come! well-come? party (スクールランブル プレゼンツ Come! come! well-come? party), featuring the voice acting cast of School Rumble. The event was released on DVD on March 24, 2005. Announced around the time of the Japanese release of volume 15, from July 21 through July 25, 2005 a stage play called School Rumble Super Oshibai School Rumble – Osarusan dayo Harima-kun! - (School Rumble スーパーお芝居スクールランブル 〜お猿さんだよ、播磨くん!〜) recapping Season 1 of School Rumble was performed. It was released on DVD on October 10, 2005. Unicorn Table, the soundtrack artists for School Rumble, performed songs from the anime from December 7–9, 2007 at the New York Anime Festival, and again on April 26, 2008 at the Rochester Institute of Technology in Rochester, New York for the Tora-Con anime convention. ### Other Three video games based on School Rumble have been developed and released in Japan. Marvelous Entertainment published the first game for the PlayStation 2 entitled on July 21, 2005. It was later reissued on August 10, 2006, as a The Best range budget release. Marvelous Entertainment released a second game, entitled on July 20, 2006, also for the PlayStation 2. The story revolves around the School Rumble cast hearing a rumor of treasure hidden within a mansion. Two versions were produced; a regular and a limited edition, the latter of which included a drama CD, memorial album, and a special box with variant cover art. On June 28, 2007, this game was also re-released as a "Best Collection". , published on July 7, 2005 for the PlayStation Portable by Bandai. It has an original story based around Karasuma suffering a sudden collapse. Although the story centers on Tenma, the player can take the perspective of other characters to obtain clues for solving the mystery. School Rumble has been the basis of two light novels and four guidebooks. The light novels, School Rumble: Koi, Shirisomeshi koro ni (スクールランブル〜恋、知りそめし頃に〜) and School Rumble: Me wa Megarodon no Me (スクールランブル〜メはメガロドンのメ〜, School Rumble: Me is Me for Megalodon), were written by Hiroko Tokita and illustrated by Jin Kobayashi and published in April 2004 and December 2007 respectively. They were later translated by Tong Li Comics into Traditional Chinese. Jin Kobayashi and his editors also wrote and illustrated four official guidebooks for the series: School Rumble: Private File, School Rumble: Official File, School Rumble: Pleasure File, and School Rumble: Treasure File. School Rumble has spawned much merchandise featuring its characters, including T-shirts and figurines. ## Controversies ### Fansubs In 2004, School Rumble's Japanese license holder, Media Factory, declared its titles off-limits to fan-made subtitled translations—a practice known as fansubbing. The directory website AnimeSuki later removed all links to fansubs of Media Factory's work in response to a cease-and-desist notice issued by the license holder, although fansub group Wannabe Fansubs continued their fansubbing regardless. Media Factory-owned anime has been the subject of debate over the validity of fansubbing practice. Proponents believe School Rumble would have more quickly received an English license had fansubs been allowed to circulate more freely, generating viewer interest. ### Taiwanese television station fine On January 19, 2012, the Taiwanese children's channel Momo Kids TV was reported to have received a fine of NT\$600,000 (about \$20,333 in U.S. currency) for broadcasting an episode of School Rumble on December 26, which according to parental complaints contained "high school students watching a pornographic movie together", along with "a scene of jiggling breasts" and "actors moaning in pornographic movies." However, it is worth noting that the show has aired on various international Cartoon Network stations without controversy. ## Sales The School Rumble manga had a successful sales run in Japan and the North American English market. In Japan, several volumes managed to chart: Volume 13 was the ninth best-selling manga for the week of June 21, 2006, before falling to tenth the following week; Volume 15 reached 4th place for the week of December 20, also falling to 10th the following week; and Volume 17 came 7th for the week of June 20, 2007, subsequently dropping to 9th. School Rumble Z ranked 18th for the week of June 15, 2009. Del Rey's North American translation sold well, although not quite as well as in Japan. Volume 3 was ranked 99th in September 2006; volume 4 was 96th in December; volume 5 was 98th in April 2007; volume 12 was 141st in November 2008; and volume 12 was 169th in May 2009. Overall the series ranked as the 145th best-selling English translated manga series for 2008. Similarly, the anime adaptation of School Rumble also sold very well in Japan according to the Oricon charts. The Japanese DVD release of First Semester saw fluctuating sales for each volume with each charting within the top 45. Volumes 1 and 5 have the best showings at five times at 15 and twice at 17 respectively, while the final three volumes (7 through 9) were the least successful with volume 8 being the lowest ranking twice at 45. While the 2nd Semester continued to sell well, overall sales did not chart as well as the previous season. Most of the DVDs ranked in the range from 50s to 70s and all of them ranked just twice. Volume 1 ranked the best at 41, followed by volume 4 at 49; volume 6 ranked lowest at 100. The Extra Class OVA also ranked once at 66. The DVD of the voice actor's live performance, come! come! well-come Party, ranked once at 177 on Oricon charts. ## Reception ### Manga Although generally well-received, the manga has also attracted some criticism. Eduardo M. Chavez, of Mania.com, recalls being initially put off by the title, which for him conjured images of battles more physical than emotional. After glancing through the first volume, he was surprised to find his assumption wrong, and concluded that it was appropriately named. While he gives a largely positive review, Chavez finds the series' artwork "simple" and unimpressive. He notes that the first volume becomes slightly repetitive, so praises the way that Kobayashi introduces new themes to the second, bringing variety to the setting. Remarking on Kobayashi's ability to draw on numerous influences, Chavez applauds the manga artist for finding fresh ways of using old themes, preventing School Rumble from becoming derivative. He reserves his highest praise for the "flat" chapters dealing with Yakumo. In the next two volumes Chavez approves of the mixture of comedy and romance and the way the characters "grow up", although acknowledging that while the manga's style suits his personal preferences it will not be to everyone's taste. Jason Thompson in Manga: The Complete Guide criticises jokes as "predictable" and gives the manga 2 stars of 5. Sakura Eries, also of Mania.com, gave volumes five, six, and eight to eleven positive ratings overall. She noted that volume five may appeal to readers more interested in the side characters, and that appreciating Kobayashi's humor in the second half of chapter eight "requires a bit more mental effort". In volume ten, she remarks that while Kobayashi borrows the oft-used cliché of a disastrous school play, he manages to add enough twists to make it unique. The play's climax, however, confused her more than it amused her. Carlo Santos, of Anime News Network, gave the English releases of volumes two, three, four, and seven mixed—but largely favorable—B-range reviews. Volume nine he awards a C rating. He approved of the character of Harima, particularly enjoying jokes comparing him to St. Francis of Assisi. Santos found the bonus chapters in volumes three and four, that deal with Yakumo, touching. On the other hand, he criticizes various aspects of the artwork and, by volume seven, laments the staleness of recycled jokes. Despite volume nine's strong start, by its end he relates that, although there were some funny moments, he had become weary of its repetitive plot. A fellow reviewer from Anime News Network, Carl Kimlinger, decided after reviewing four volumes that while the early volumes do not assist plot development, neither do they detract from the manga's appeal; he too had a positive impression overall. Kimlinger found the later volumes better and more entertaining, although not always during the romantic moments. Chavez praised Del Rey's translation for retaining the manga's original identity; the header, bumper artwork, character biographies, and front covers are all but identical to the Japanese. Eries also thanked Del Rey's translation notes for clearing up some misconceptions for her, although she later concluded that their quality has deteriorated as the series progresses. Aka Akasaka, the original creator of Kaguya-sama: Love Is War, has revealed that he was inspired by School Rumble to create Kaguya-sama. ### Anime Like the manga, the anime has been well received but does not avoid criticism; in particular the quality of the animation for both seasons, including the OVAs, has attracted mixed reviews. Some of the humor and romantic elements have been derided while the English dubbing and soundtrack have been universally praised. Most reviewers took the position that, even if they dislike certain elements, the series as a whole contains something that makes them want to see more; a view summed up by Chris Beveridge of Mania.com, who writes: > The stories are really quite simple as well as being things we've seen done dozens of times before. Yet it manages to infuse it with a great deal of fun and humor even if it is familiar. There's a certain energy here that works in the shows [sic] favor as well as bringing in some different elements in terms of the characters. It also doesn't hurt that several of the characters really are quite dim which is a nice contrast from the usual kind of leads. Beveridge cautioned that because the anime was designed around the non-linear format of the manga, its transitions might at first be troublesome for the viewer, but by the final volume finds the anime in all its aspects far superior. While School Rumble is generally recognised as a shōnen title targeting the young male market, Katherine Luther, staff reviewer for About.com, refers to it as a shōjo title aimed at girls and young women. Lisa Marie, reviewer for RightStuf's Anime Today podcast, agrees that others, notably males, might see the series as shōjo. Luther calls the first DVD "the perfect back-to-school accessory", while Marie characterizes School Rumble as "insane", asserting it appears on the surface more laid back than other titles like Excel Saga and Haré + Guu. However, it uses its "cast to break...every rule of reality, but it plays everything so straight [that] it takes you a moment to realize what just happened doesn't make any sense." A fan of the subgenre, she praises the anime it for its surreal humour, and for being "anime newbie friendly" in that its jokes work on multiple levels. Not all are of Japanese origin—such as a reference to the long triangular resolution of Star Wars 'Return of the Jedi—giving the series broad appeal. Anime News Network's reviewers found much to enjoy about the first series, although Theron Martin warns that the first DVD should be "watched in small doses, as trying to tackle too much of it in one sitting will elevate the suicide rate of your brain cells". Carl Kimlinger comments that "from the moment the words 'School Rumble' come spinning onto the screen, you know you're in for ... undiluted good times", and that the title is "two of the greatest animation non-sequiturs you're likely to see anytime soon". Carlo Santos praises volume six's bizarre comedy, but laments its romantic elements as being too generic. Overall, his rating is mediocre, saying that "although this disc technically marks the end of [the first season of] School Rumble, it's really more of a pause, seeing as how the last few episodes simply ride along with the plot rather than try to reach a dramatic finish". Reviewers from Mania.com followed this pattern; Dani Moure was skeptical of the series' long-term entertainment value, but like fellow reviewer Danielle Van Gorder, found his early indifference fading as the story develops. IGN's Jeff Harris, N.S. Davidson, and David F. Smith gave mostly positive reviews, although Davidson believes the audio and extras had begun to wane by volume five. Jakub Lhota of Reanimated rated the first season an 8/10, stating that he enjoyed it more than some other anime series he had previously watched, and the style—if not always the color—of Funimation's metallic locker artbox for School Rumble's English translation of the first season was welcomed. According to Theron Martin, the OVA series School Rumble: Extra Class was made mostly for devoted fans; claiming that familiarity with the series is almost a necessity before watching it, although he later came to the view that it may also be useful as a sampler of the series. Chris Beveridge gives the OVA series an overall negative review. He did not highlight a single specific reason, instead observing that although all elements that "make the TV series enjoyable are certainly present here, they just feel weaker". However, it did make him want to watch more of the television series, thus serving its intended purpose in keeping interest in the series alive. Katherine Luther endorsed the view that viewers need to be familiar with the story, but reviewed the OVA positively. While she noted lulls in the action, she believes fans will be able to overlook this. Unlike Martin, Luther did not believe the OVA is a good introduction to School Rumble, due to its short sequences and seemingly random nature. Zac Bertschy of Anime News Network declined to post commentary on the preview announcement for the second season, claiming "we assume if you loved School Rumble, you're gonna check out the sequel regardless of what anyone says, so why bother reviewing it?" David F. Smith from IGN gave the first part of season two a rating of 6/10, with lower scores for the Funimation extras and higher ones for the plot and story. Specifically, Smith praised the anime for never taking itself seriously, and the studio for not cutting its budget for sight gags—something he notes that other companies do. Tim Jones from THEM Anime Reviews found the second season funny and nonrepetitive, and Bamboo Dong of Anime News Network praised the second season for not conforming to the conventions of reality. She complimented it for focusing more on the other students and their relationships than on the main love triangle. Chris Beveridge claimed that, although it comes across well, the season should not be watched in a marathon sitting. He was more critical of Funimation's packaging, preferring the first season's metal locker boxart to the packing for the half-season sets.
23,053
Periodic table
1,173,783,520
Tabular arrangement of the chemical elements ordered by atomic number
[ "1869 works", "Chemical elements", "Dmitri Mendeleev", "Periodic table", "Russian inventions", "Science education materials" ]
The periodic table, also known as the periodic table of the elements, arranges the chemical elements into rows ("periods") and columns ("groups"). It is an organizing icon of chemistry and is widely used in physics and other sciences. It is a depiction of the periodic law, which says that when the elements are arranged in order of their atomic numbers an approximate recurrence of their properties is evident. The table is divided into four roughly rectangular areas called blocks. Elements in the same group tend to show similar chemical characteristics. Vertical, horizontal and diagonal trends characterize the periodic table. Metallic character increases going down a group and decreases from left to right across a period. Nonmetallic character increases going from the bottom left of the periodic table to the top right. The first periodic table to become generally accepted was that of the Russian chemist Dmitri Mendeleev in 1869; he formulated the periodic law as a dependence of chemical properties on atomic mass. As not all elements were then known, there were gaps in his periodic table, and Mendeleev successfully used the periodic law to predict some properties of some of the missing elements. The periodic law was recognized as a fundamental discovery in the late 19th century. It was explained early in the 20th century, with the discovery of atomic numbers and associated pioneering work in quantum mechanics both ideas serving to illuminate the internal structure of the atom. A recognisably modern form of the table was reached in 1945 with Glenn T. Seaborg's discovery that the actinides were in fact f-block rather than d-block elements. The periodic table and law are now a central and indispensable part of modern chemistry. The periodic table continues to evolve with the progress of science. In nature, only elements up to atomic number 94 exist; to go further, it was necessary to synthesise new elements in the laboratory. Today, while all the first 118 elements are known, thereby completing the first seven rows of the table, chemical characterisation is still needed for the heaviest elements to confirm that their properties match their positions. It is not yet known how far the table will go beyond these seven rows and whether the patterns of the known part of the table will continue into this unknown region. Some scientific discussion also continues regarding whether some elements are correctly positioned in today's table. Many alternative representations of the periodic law exist, and there is some discussion as to whether there is an optimal form of the periodic table. ## Overview Each chemical element has a unique atomic number (Z) representing the number of protons in its nucleus. Most elements have multiple isotopes, variants with the same number of protons but different numbers of neutrons. For example, carbon has three naturally occurring isotopes: all of its atoms have six protons and most have six neutrons as well, but about one per cent have seven neutrons, and a very small fraction have eight neutrons. Isotopes are never separated in the periodic table; they are always grouped together under a single element. When atomic mass is shown, it is usually the weighted average of naturally occurring isotopes; but if there are none, the mass of the most stable isotope usually appears, often in parentheses. In the standard periodic table, the elements are listed in order of increasing atomic number Z. A new row (period) is started when a new electron shell has its first electron. Columns (groups) are determined by the electron configuration of the atom; elements with the same number of electrons in a particular subshell fall into the same columns (e.g. oxygen and selenium are in the same column because they both have four electrons in the outermost p-subshell). Elements with similar chemical properties generally fall into the same group in the periodic table, although in the f-block, and to some respect in the d-block, the elements in the same period tend to have similar properties, as well. Thus, it is relatively easy to predict the chemical properties of an element if one knows the properties of the elements around it. The first 94 elements occur naturally; the remaining 24, americium to oganesson (95–118), occur only when synthesized in laboratories. Of the 94 naturally occurring elements, 83 are primordial and 11 occur only in decay chains of primordial elements. No element heavier than einsteinium (element 99) has ever been observed in macroscopic quantities in its pure form, nor has astatine (element 85); francium (element 87) has been only photographed in the form of light emitted from microscopic quantities (300,000 atoms). ### Group names and numbers Under an international naming convention, the groups are numbered numerically from 1 to 18 from the leftmost column (the alkali metals) to the rightmost column (the noble gases). The f-block groups are ignored in this numbering. Groups can also be named by their first element, e.g. the "scandium group" for group 3. Previously, groups were known by Roman numerals. In America, the Roman numerals were followed by either an "A" if the group was in the s- or p-block, or a "B" if the group was in the d-block. The Roman numerals used correspond to the last digit of today's naming convention (e.g. the group 4 elements were group IVB, and the group 14 elements were group IVA). In Europe, the lettering was similar, except that "A" was used if the group was before group 10, and "B" was used for groups including and after group 10. In addition, groups 8, 9 and 10 used to be treated as one triple-sized group, known collectively in both notations as group VIII. In 1988, the new IUPAC (International Union of Pure and Applied Chemistry) naming system (1–18) was put into use, and the old group names (I–VIII) were deprecated. ### Presentation forms For reasons of space, the periodic table is commonly presented with the f-block elements cut out and positioned placed as a distinct part below the main body. It reduces the number of element columns from 32 to 18. Both forms represent the same periodic table. The form with the f-block included in the main body is sometimes called the 32-column or long form; the form with the f-block cut out the 18-column or medium-long form. The 32-column form has the advantage of showing all elements in their correct sequence, but it has the disadvantage of requiring more space. The form chosen is an editorial choice, and does not imply any change of scientific claim or statement. For example, when discussing the composition of group 3, the options can be shown equally (unprejudiced) in both forms. Periodic tables usually at least show the elements' symbols; many also provide supplementary information about the elements, either via colour-coding or as data in the cells. The above table shows the names and atomic numbers of the elements, and also their blocks, natural occurrences and standard atomic weights. For the short-lived elements without standard atomic weights, the mass number of the most stable known isotope is used instead. Other tables may include properties such as state of matter, melting and boiling points, densities, as well as provide different classifications of the elements. ## Atomic structures of the elements ### The nucleus and its surrounding electrons The smallest constituents of all normal matter are known as atoms. Atoms are extremely small, being about one ten-billionth of a meter across; thus their internal structure is governed by quantum mechanics. Atoms consist of a small positively charged nucleus, made of positively charged protons and uncharged neutrons, surrounded by a cloud of negatively charged electrons; the charges cancel out, so atoms are neutral. Electrons participate in chemical reactions, but the nucleus does not. When atoms participate in chemical reactions, they either gain or lose electrons to form positively- or negatively-charged ions; or share electrons with each other. Atoms can be subdivided into different types based on the number of protons (and thus also electrons) they have. This is called the atomic number, often symbolised Z (for "Zahl" — German for "number"). Each distinct atomic number therefore corresponds to a class of atom: these classes are called the chemical elements. The chemical elements are what the periodic table classifies and organises. Hydrogen is the element with atomic number 1; helium, atomic number 2; lithium, atomic number 3; and so on. Each of these names can be further abbreviated by a one- or two-letter chemical symbol; those for hydrogen, helium, and lithium are respectively H, He, and Li. Neutrons do not affect the atom's chemical identity, but do affect its weight. Atoms with the same number of protons but different numbers of neutrons are called isotopes of the same chemical element. Naturally occurring elements usually occur as mixes of different isotopes; since each isotope usually occurs with a characteristic abundance, naturally occurring elements have well-defined atomic weights, defined as the average mass of a naturally occurring atom of that element. Today, 118 elements are known, the first 94 of which are known to occur naturally on Earth at present. Of the 94 natural elements, eighty have a stable isotope and one more (bismuth) has an almost-stable isotope (with a half-life over a billion times the age of the universe). Two more, thorium and uranium, have isotopes undergoing radioactive decay with a half-life comparable to the age of the Earth. The stable elements plus bismuth, thorium, and uranium make up the 83 primordial elements that survived from the Earth's formation. The remaining eleven natural elements decay quickly enough that their continued trace occurrence rests primarily on being constantly regenerated as intermediate products of the decay of thorium and uranium. All 24 known artificial elements are radioactive. ### Electron configurations The periodic table is a graphic description of the periodic law, which states that the properties and atomic structures of the chemical elements are a periodic function of their atomic number. Elements are placed in the periodic table according to their electron configurations, the periodic recurrences of which explain the trends in properties across the periodic table. An electron can be thought of as inhabiting an atomic orbital, which characterises the probability it can be found in any particular region around the atom. Their energies are quantised, which is to say that they can only take discrete values. Furthermore, electrons obey the Pauli exclusion principle: different electrons must always be in different states. This allows classification of the possible states an electron can take in various energy levels known as shells, divided into individual subshells, which each contain one or more orbitals. Each orbital can contain up to two electrons: they are distinguished by a quantity known as spin, conventionally labeled "up" or "down". In a cold atom (one in its ground state), electrons arrange themselves in such a way that the total energy they have is minimised by occupying the lowest-energy orbitals available. Only the outermost electrons (so-called valence electrons) have enough energy to break free of the nucleus and participate in chemical reactions with other atoms. The others are called core electrons. Elements are known with up to the first seven shells occupied. The first shell contains only one orbital, a spherical s orbital. As it is in the first shell, this is called the 1s orbital. This can hold up to two electrons. The second shell similarly contains a 2s orbital, and it also contains three dumbbell-shaped 2p orbitals, and can thus fill up to eight electrons (2×1 + 2×3 = 8). The third shell contains one 3s orbital, three 3p orbitals, and five 3d orbitals, and thus has a capacity of 2×1 + 2×3 + 2×5 = 18. The fourth shell contains one 4s orbital, three 4p orbitals, five 4d orbitals, and seven 4f orbitals, thus leading to a capacity of 2×1 + 2×3 + 2×5 + 2×7 = 32. Higher shells contain more types of orbitals that continue the pattern, but such types of orbitals are not filled in the ground states of known elements. The subshell types are characterised by the quantum numbers. Four numbers describe an orbital in an atom completely: the principal quantum number n, the azimuthal quantum number l (the orbital type), the magnetic quantum number m<sub>l</sub>, and the spin quantum number s. #### The order of subshell filling The sequence in which the subshells are filled is given in most cases by the Aufbau principle, also known as the Madelung or Klechkovsky rule (after Erwin Madelung and Vsevolod Klechkovsky respectively). This rule was first observed empirically by Madelung, and Klechkovsky and later authors gave it theoretical justification. The shells overlap in energies, and the Madelung rule specifies the sequence of filling according to: 1s ≪ 2s \< 2p ≪ 3s \< 3p ≪ 4s \< 3d \< 4p ≪ 5s \< 4d \< 5p ≪ 6s \< 4f \< 5d \< 6p ≪ 7s \< 5f \< 6d \< 7p ≪ ... Here the sign ≪ means "much less than" as opposed to \< meaning just "less than". Phrased differently, electrons enter orbitals in order of increasing n + l, and if two orbitals are available with the same value of n + l, the one with lower n is occupied first. In general, orbitals with the same value of n + l are similar in energy, but in the case of the s-orbitals (with l = 0), quantum effects raise their energy to approach that of the next n + l group. Hence the periodic table is usually drawn to begin each row (often called a period) with the filling of a new s-orbital, which corresponds to the beginning of a new shell. Thus, with the exception of the first row, each period length appears twice: 2, 8, 8, 18, 18, 32, 32, ... The overlaps get quite close at the point where the d-orbitals enter the picture, and the order can shift slightly with atomic number and atomic charge. Starting from the simplest atom, this lets us build up the periodic table one at a time in order of atomic number, by considering the cases of single atoms. In hydrogen, there is only one electron, which must go in the lowest-energy orbital 1s. This electron configuration is written 1s<sup>1</sup>, where the superscript indicates the number of electrons in the subshell. Helium adds a second electron, which also goes into 1s, completely filling the first shell and giving the configuration 1s<sup>2</sup>. Starting from the third element, lithium, the first shell is full, so its third electron occupies a 2s orbital, giving a 1s<sup>2</sup> 2s<sup>1</sup> configuration. The 2s electron is lithium's only valence electron, as the 1s subshell is now too tightly bound to the nucleus to participate in chemical bonding to other atoms. Thus the filled first shell is called a "core shell" for this and all heavier elements. The 2s subshell is completed by the next element beryllium (1s<sup>2</sup> 2s<sup>2</sup>). The following elements then proceed to fill the 2p subshell. Boron (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>1</sup>) puts its new electron in a 2p orbital; carbon (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>2</sup>) fills a second 2p orbital; and with nitrogen (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>3</sup>) all three 2p orbitals become singly occupied. This is consistent with Hund's rule, which states that atoms usually prefer to singly occupy each orbital of the same type before filling them with the second electron. Oxygen (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>4</sup>), fluorine (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>5</sup>), and neon (1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>6</sup>) then complete the already singly filled 2p orbitals; the last of these fills the second shell completely. Starting from element 11, sodium, the second shell is full, making the second shell a core shell for this and all heavier elements. The eleventh electron begins the filling of the third shell by occupying a 3s orbital, giving a configuration of 1s<sup>2</sup> 2s<sup>2</sup> 2p<sup>6</sup> 3s<sup>1</sup> for sodium. This configuration is abbreviated [Ne] 3s<sup>1</sup>, where [Ne] represents neon's configuration. Magnesium ([Ne] 3s<sup>2</sup>) finishes this 3s orbital, and the following six elements aluminium, silicon, phosphorus, sulfur, chlorine, and argon fill the three 3p orbitals ([Ne] 3s<sup>2</sup> 3p<sup>1</sup> through [Ne] 3s<sup>2</sup> 3p<sup>6</sup>). This creates an analogous series in which the outer shell structures of sodium through argon are analogous to those of lithium through neon, and is the basis for the periodicity of chemical properties that the periodic table illustrates: at regular but changing intervals of atomic numbers, the properties of the chemical elements approximately repeat. The first eighteen elements can thus be arranged as the start of a periodic table. Elements in the same column have the same number of valence electrons and have analogous valence electron configurations: these columns are called groups. The single exception is helium, which has two valence electrons like beryllium and magnesium, but is typically placed in the column of neon and argon to emphasise that its outer shell is full. (Some contemporary authors question even this single exception, preferring to consistently follow the valence configurations and place helium over beryllium.) There are eight columns in this periodic table fragment, corresponding to at most eight outer-shell electrons. A period begins when a new shell starts filling. Finally, the colouring illustrates the blocks: the elements in the s-block (coloured red) are filling s-orbitals, while those in the p-block (coloured yellow) are filling p-orbitals. Starting the next row, for potassium and calcium the 4s subshell is the lowest in energy, and therefore they fill it. Potassium adds one electron to the 4s shell ([Ar] 4s<sup>1</sup>), and calcium then completes it ([Ar] 4s<sup>2</sup>). However, starting from scandium ([Ar] 3d<sup>1</sup> 4s<sup>2</sup>) the 3d subshell becomes the next highest in energy. The 4s and 3d subshells have approximately the same energy and they compete for filling the electrons, and so the occupation is not quite consistently filling the 3d orbitals one at a time. The precise energy ordering of 3d and 4s changes along the row, and also changes depending on how many electrons are removed from the atom. For example, due to the repulsion between the 3d electrons and the 4s ones, at chromium the 4s energy level becomes slightly higher than 3d, and so it becomes more profitable to have a [Ar] 3d<sup>5</sup> 4s<sup>1</sup> configuration than an [Ar] 3d<sup>4</sup> 4s<sup>2</sup> one. A similar anomaly occurs at copper. These are violations of the Madelung rule. Such anomalies, however, do not have any chemical significance, as the various configurations are so close in energy to each other that the presence of a nearby atom can shift the balance. The periodic table therefore ignores these and considers only idealised configurations. At zinc ([Ar] 3d<sup>10</sup> 4s<sup>2</sup>), the 3d orbitals are completely filled with a total of ten electrons. Next come the 4p orbitals, completing the row, which are filled progressively by gallium ([Ar] 3d<sup>10</sup> 4s<sup>2</sup> 4p<sup>1</sup>) through krypton ([Ar] 3d<sup>10</sup> 4s<sup>2</sup> 4p<sup>6</sup>), in a manner analogous to the previous p-block elements. From gallium onwards, the 3d orbitals form part of the electronic core, and no longer participate in chemistry. The s- and p-block elements, which fill their outer shells, are called main-group elements; the d-block elements (coloured blue below), which fill an inner shell, are called transition elements (or transition metals, since they are all metals). The next eighteen elements fill the 5s orbitals (rubidium and strontium), then 4d (yttrium through cadmium, again with a few anomalies along the way), and then 5p (indium through xenon). Again, from indium onward the 4d orbitals are in the core. Hence the fifth row has the same structure as the fourth. The sixth row of the table likewise starts with two s-block elements: caesium and barium. After this, the first f-block elements (coloured green below) begin to appear, starting with lanthanum. These are sometimes termed inner transition elements. As there are now not only 4f but also 5d and 6s subshells at similar energies, competition occurs once again with many irregular configurations; this resulted in some dispute about where exactly the f-block is supposed to begin, but most who study the matter agree that it starts at lanthanum in accordance with the Aufbau principle. Even though lanthanum does not itself fill the 4f subshell as a single atom, because of repulsion between electrons, its 4f orbitals are low enough in energy to participate in chemistry. At ytterbium, the seven 4f orbitals are completely filled with fourteen electrons; thereafter, a series of ten transition elements (lutetium through mercury) follows, and finally six main-group elements (thallium through radon) complete the period. From lutetium onwards the 4f orbitals are in the core, and from thallium onwards so are the 5d orbitals. The seventh row is analogous to the sixth row: 7s fills (francium and radium), then 5f (actinium to nobelium), then 6d (lawrencium to copernicium), and finally 7p (nihonium to oganesson). Starting from lawrencium the 5f orbitals are in the core, and probably the 6d orbitals join the core starting from nihonium. Again there are a few anomalies along the way: for example, as single atoms neither actinium nor thorium actually fills the 5f subshell, and lawrencium does not fill the 6d shell, but all these subshells can still become filled in chemical environments. For a very long time, the seventh row was incomplete as most of its elements do not occur in nature. The missing elements beyond uranium started to be synthesised in the laboratory in 1940, when neptunium was made. The row was completed with the synthesis of tennessine in 2010 (the last element oganesson had already been made in 2002), and the last elements in this seventh row were given names in 2016. This completes the modern periodic table, with all seven rows completely filled to capacity. ### Electron configuration table The following table shows the electron configuration of a neutral gas-phase atom of each element. Different configurations can be favoured in different chemical environments. The main-group elements have entirely regular electron configurations; the transition and inner transition elements show twenty irregularities due to the aforementioned competition between subshells close in energy level. For the last ten elements (109–118), experimental data is lacking and therefore calculated configurations have been shown instead. Completely filled subshells have been greyed out. ## Variations ### Period 1 Although the modern periodic table is standard today, the placement of the period 1 elements hydrogen and helium remains an open issue under discussion, and some variation can be found. Following electron configurations, hydrogen would be placed in group 1, and helium would be placed in group 2. The group 1 placement of hydrogen is common, but helium is almost always placed in group 18 with the other noble gases. The debate has to do with conflicting understandings of the extent to which chemical or electronic properties should decide periodic table placement. Like the group 1 metals, hydrogen has one electron in its outermost shell and typically loses its only electron in chemical reactions. Hydrogen has some metal-like chemical properties, being able to displace some metals from their salts. But it forms a diatomic nonmetallic gas at standard conditions, unlike the alkali metals which are reactive solid metals. This and hydrogen's formation of hydrides, in which it gains an electron, brings it close to the properties of the halogens which do the same (though it is rarer for hydrogen to form H<sup>−</sup> than H<sup>+</sup>). Moreover, the lightest two halogens (fluorine and chlorine) are gaseous like hydrogen at standard conditions. Some properties of hydrogen are not a good fit for either group: hydrogen is neither highly oxidising nor highly reducing and is not reactive with water. Hydrogen thus has properties corresponding to both those of the alkali metals and the halogens, but matches neither group perfectly, and is thus difficult to place by its chemistry. Therefore, while the electronic placement of hydrogen in group 1 predominates, some rarer arrangements show either hydrogen in group 17, duplicate hydrogen in both groups 1 and 17, or float it separately from all groups. This last option has nonetheless been criticised by the chemist and philosopher of science Eric Scerri on the grounds that it appears to imply that hydrogen is above the periodic law altogether, unlike all the other elements. Helium is the only element that routinely occupies a position in the periodic table that is not consistent with its electronic structure. It has two electrons in its outermost shell, whereas the other noble gases have eight; and it is an s-block element, whereas all other noble gases are p-block elements. However it is unreactive at standard conditions, and has a full outer shell: these properties are like the noble gases in group 18, but not at all like the reactive alkaline earth metals of group 2. For these reasons helium is nearly universally placed in group 18 which its properties best match; a proposal to move helium to group 2 was rejected by IUPAC in 1988 for these reasons. Nonetheless, helium is still occasionally placed in group 2 today, and some of its physical and chemical properties are closer to the group 2 elements and support the electronic placement. Solid helium crystallises in a hexagonal close-packed structure, which matches beryllium and magnesium in group 2, but not the other noble gases in group 18. Recent theoretical developments in noble gas chemistry, in which helium is expected to show less inertness than neon and to form (HeO)(LiF)<sub>2</sub> with a structure similar to the analogous beryllium compound (but with no expected neon analogue), have resulted in more chemists advocating a placement of helium in group 2. The first-row anomaly in the periodic table is cited in support of this reassignment, since helium as the first s-block element before the alkaline earth metals stands out as anomalous in a way that helium as the first noble gas does not. For example, a large difference in atomic radii between the first and second members of each main group is seen in groups 1 and 13–17: it exists between neon and argon, and between helium and beryllium, but not between helium and neon. Moving helium to group 2 makes this trend consistent in groups 2 and 18 as well. Tables that float both hydrogen and helium outside all groups may rarely be encountered. ### Group 3 In many periodic tables, the f-block is shifted one element to the right, so that lanthanum and actinium become d-block elements in group 3, and Ce–Lu and Th–Lr form the f-block thereby splitting the d-block into two very uneven portions. This is a holdover from early mistaken measurements of electron configurations. The 4f shell is completely filled at ytterbium, and for that reason Lev Landau and Evgeny Lifshitz in 1948 considered it incorrect to group lutetium as an f-block element. They did not yet take the step of removing lanthanum from the d-block as well, but Jun Kondō realised in 1963 that lanthanum's low-temperature superconductivity implied the activity of its 4f shell. In 1965, David C. Hamilton linked this observation to its position in the periodic table, and argued that the f-block should be composed of the elements La–Yb and Ac–No. Since then, physical, chemical, and electronic evidence has supported this assignment, as shown here and as supported by IUPAC reports dating from 1988 (when the 1–18 group numbers were recommended) and 2021. The variation nonetheless still exists because most textbook writers are not aware of the issue. A third form can sometimes be encountered in which the spaces below yttrium in group 3 are left empty, such as the table appearing on the IUPAC web site, but this is inconsistent with quantum mechanics by making the f-block 15 elements wide (La–Lu and Ac–Lr) even though only 14 electrons can fit in an f-subshell. Several arguments in favour of Sc-Y-La-Ac can be encountered in the literature, but they have been challenged as being logically inconsistent. For example, it has been argued that lanthanum and actinium cannot be f-block elements because their atoms have not begun to fill the f-subshells. But the same is true of thorium which is never disputed as an f-block element, and this argument overlooks the problem on the other end: that the f-shells complete filling at ytterbium and nobelium (matching the Sc-Y-Lu-Lr form), not at lutetium and lawrencium (as in Sc-Y-La-Ac). Such exceptions have in any case never been considered as relevant for positioning any other elements on the periodic table. The relevant fact for placement is that lanthanum and actinium (like thorium) have valence f-orbitals that can become occupied in chemical environments, whereas lutetium and lawrencium do not. Thus the relationship between yttrium and lanthanum is only a secondary relationship between elements with the same number of valence electrons but different kinds of valence orbitals, such as that between chromium and uranium; whereas the relationship between yttrium and lutetium is primary, sharing both valence electron count and valence orbital type. ## Periodic trends As chemical reactions involve the valence electrons, elements with similar outer electron configurations may be expected to react similarly and form compounds with similar proportions of elements in them. Such elements are placed in the same group, and thus there tend to be clear similarities and trends in chemical behaviour as one proceeds down a group. As analogous configurations occur at regular intervals, the properties of the elements thus exhibit periodic recurrences, hence the name of the periodic table and the periodic law. These periodic recurrences were noticed well before the underlying theory that explains them was developed. ### Atomic radius Historically, the physical size of atoms was unknown until the early 20th century. The first calculated estimate of the atomic radius of hydrogen was published by physicist Arthur Haas in 1910 to within an order of magnitude (a factor of 10) of the accepted value, the Bohr radius (\~0.529 Å). In his model, Haas used a single-electron configuration based on the classical atomic model proposed by J. J. Thomson in 1904, often called the plum-pudding model. Atomic radii (the size of atoms) are dependent on the sizes of their outermost orbitals. They generally decrease going left to right along the main-group elements, because the nuclear charge increases but the outer electrons are still in the same shell. However, going down a column, the radii generally increase, because the outermost electrons are in higher shells that are thus further away from the nucleus. The first row of each block is abnormally small, due to an effect called kainosymmetry or primogenic repulsion: the 1s, 2p, 3d, and 4f subshells have no inner analogues to which they would be orthogonal. Higher s-, p-, d-, and f-subshells experience strong repulsion from their inner analogues, which have approximately the same angular distribution of charge, and must expand to avoid this. This makes significant differences arise between the small 2p elements, which prefer multiple bonding, and the larger 3p and higher p-elements, which do not. Similar anomalies arise for the 1s, 2p, 3d, 4f, and the hypothetical 5g elements: the degree of this first-row anomaly is highest for the s-block, is moderate for the p-block, and is less pronounced for the d- and f-blocks. In the transition elements, an inner shell is filling, but the size of the atom is still determined by the outer electrons. The increasing nuclear charge across the series and the increased number of inner electrons for shielding somewhat compensate each other, so the decrease in radius is smaller. The 4p and 5d atoms, coming immediately after new types of transition series are first introduced, are smaller than would have been expected, because the added core 3d and 4f subshells provide only incomplete shielding of the nuclear charge for the outer electrons. Hence for example gallium atoms are slightly smaller than aluminium atoms. Together with kainosymmetry, this results in an even-odd difference between the periods (except in the s-block) that is sometimes known as secondary periodicity: elements in even periods have smaller atomic radii and prefer to lose fewer electrons, while elements in odd periods (except the first) differ in the opposite direction. Thus for example many properties in the p-block show a zigzag rather than a smooth trend along the group. For example, phosphorus and antimony in odd periods of group 15 readily reach the +5 oxidation state, whereas nitrogen, arsenic, and bismuth in even periods prefer to stay at +3. Thallium and lead atoms are about the same size as indium and tin atoms respectively, but from bismuth to radon the 6p atoms are larger than the analogous 5p atoms. This happens because when atomic nuclei become highly charged, special relativity becomes needed to gauge the effect of the nucleus on the electron cloud. These relativistic effects result in heavy elements increasingly having differing properties compared to their lighter homologues in the periodic table. Spin–orbit interaction splits the p-subshell: one p-orbital is relativistically stabilised and shrunken (it fills in thallium and lead), but the other two (filling in bismuth through radon) are relativistically destabilised and expanded. Relativistic effects also explain why gold is golden and mercury is a liquid at room temperature. They are expected to become very strong in the late seventh period, potentially leading to a collapse of periodicity. Electron configurations are only clearly known until element 108 (hassium), and experimental chemistry beyond 108 has only been done for 112 (copernicium), 113 (nihonium), and 114 (flerovium), so the chemical characterisation of the heaviest elements remains a topic of current research. ### Ionisation energy The first ionisation energy of an atom is the energy required to remove an electron from it. This varies with the atomic radius: ionisation energy increases left to right and down to up, because electrons that are closer to the nucleus are held more tightly and are more difficult to remove. Ionisation energy thus is minimised at the first element of each period – hydrogen and the alkali metals – and then generally rises until it reaches the noble gas at the right edge of the period. There are some exceptions to this trend, such as oxygen, where the electron being removed is paired and thus interelectronic repulsion makes it easier to remove than expected. In the transition series, the outer electrons are preferentially lost even though the inner orbitals are filling. For example, in the 3d series, the 4s electrons are lost first even though the 3d orbitals are being filled. The shielding effect of adding an extra 3d electron approximately compensates the rise in nuclear charge, and therefore the ionisation energies stay mostly constant, though there is a small increase especially at the end of each transition series. As metal atoms tend to lose electrons in chemical reactions, ionisation energy is generally correlated with chemical reactivity, although there are other factors involved as well. ### Electron affinity The opposite property to ionisation energy is the electron affinity, which is the energy released when adding an electron to the atom. A passing electron will be more readily attracted to an atom if it feels the pull of the nucleus more strongly, and especially if there is an available partially filled outer orbital that can accommodate it. Therefore, electron affinity tends to increase down to up and left to right. The exception is the last column, the noble gases, which have a full shell and have no room for another electron. This gives the halogens in the next-to-last column the highest electron affinities. Some atoms, like the noble gases, have no electron affinity: they cannot form stable gas-phase anions. The noble gases, having high ionisation energies and no electron affinity, have little inclination towards gaining or losing electrons and are generally unreactive. Some exceptions to the trends occur: oxygen and fluorine have lower electron affinities than their heavier homologues sulfur and chlorine, because they are small atoms and hence the newly added electron would experience significant repulsion from the already present ones. For the nonmetallic elements, electron affinity likewise somewhat correlates with reactivity, but not perfectly since other factors are involved. For example, fluorine has a lower electron affinity than chlorine (because of extreme interelectronic repulsion for the very small fluorine atom), but is more reactive. ### Valence and oxidation states The valence of an element can be defined either as the number of hydrogen atoms that can combine with it to form a simple binary hydride, or as twice the number of oxygen atoms that can combine with it to form a simple binary oxide (that is, not a peroxide or a superoxide). The valences of the main-group elements are directly related to the group number: the hydrides in the main groups 1–2 and 13–17 follow the formulae MH, MH<sub>2</sub>, MH<sub>3</sub>, MH<sub>4</sub>, MH<sub>3</sub>, MH<sub>2</sub>, and finally MH. The highest oxides instead increase in valence, following the formulae M<sub>2</sub>O, MO, M<sub>2</sub>O<sub>3</sub>, MO<sub>2</sub>, M<sub>2</sub>O<sub>5</sub>, MO<sub>3</sub>, M<sub>2</sub>O<sub>7</sub>. Today the notion of valence has been extended by that of the oxidation state, which is the formal charge left on an element when all other elements in a compound have been removed as their ions. The electron configuration suggests a ready explanation from the number of electrons available for bonding, although a full explanation requires considering the energy that would be released in forming compounds with different valences rather than simply considering electron configurations alone. For example, magnesium forms Mg<sup>2+</sup> rather than Mg<sup>+</sup> cations when dissolved in water, because the latter would spontaneously disproportionate into Mg<sup>0</sup> and Mg<sup>2+</sup> cations. This is because the enthalpy of hydration (surrounding the cation with water molecules) increases in magnitude with the charge and radius of the ion. In Mg<sup>+</sup>, the outermost orbital (which determines ionic radius) is still 3s, so the hydration enthalpy is small and insufficient to compensate the energy required to remove the electron; but ionising again to Mg<sup>2+</sup> uncovers the core 2p subshell, making the hydration enthalpy large enough to allow magnesium(II) compounds to form. For similar reasons, the common oxidation states of the heavier p-block elements (where the ns electrons become lower in energy than the np) tend to vary by steps of 2, because that is necessary to uncover an inner subshell and decrease the ionic radius (e.g. Tl<sup>+</sup> uncovers 6s, and Tl<sup>3+</sup> uncovers 5d, so once thallium loses two electrons it tends to lose the third one as well). Analogous arguments based on orbital hybridisation can be used for the less electronegative p-block elements. For transition metals, common oxidation states are nearly always at least +2 for similar reasons (uncovering the next subshell); this holds even for the metals with anomalous d<sup>x+1</sup>s<sup>1</sup> or d<sup>x+2</sup>s<sup>0</sup> configurations (except for silver), because repulsion between d-electrons means that the movement of the second electron from the s- to the d-subshell does not appreciably change its ionisation energy. Because ionising the transition metals further does not uncover any new inner subshells, their oxidation states tend to vary by steps of 1 instead. The lanthanides and late actinides generally show a stable +3 oxidation state, removing the outer s-electrons and then (usually) one electron from the (n−2)f-orbitals, that are similar in energy to ns. The common and maximum oxidation states of the d- and f-block elements tend to depend on the ionisation energies. As the energy difference between the (n−1)d and ns orbitals rises along each transition series, it becomes less energetically favourable to ionise further electrons. Thus, the early transition metal groups tend to prefer higher oxidation states, but the +2 oxidation state becomes more stable for the late transition metal groups. The highest formal oxidation state thus increases from +3 at the beginning of each d-block row, to +7 or +8 in the middle (e.g. OsO<sub>4</sub>), and then to +2 at the end. The lanthanides and late actinides usually have high fourth ionisation energies and hence rarely surpass the +3 oxidation state, whereas early actinides have low fourth ionisation energies and so for example neptunium and plutonium can reach +7. As elements in the same group share the same valence configurations, they usually exhibit similar chemical behaviour. For example, the alkali metals in the first group all have one valence electron, and form a very homogeneous class of elements: they are all soft and reactive metals. However, there are many factors involved, and groups can often be rather hetereogeneous. For instance, hydrogen also has one valence electron and is in the same group as the alkali metals, but its chemical behaviour is quite different. The stable elements of group 14 comprise a nonmetal (carbon), two semiconductors (silicon and germanium), and two metals (tin and lead); they are nonetheless united by having four valence electrons. This often leads to similarities in maximum and minimum oxidation states (e.g. sulfur and selenium in group 16 both have maximum oxidation state +6, as in SO<sub>3</sub> and SeO<sub>3</sub>, and minimum oxidation state −2, as in sulfides and selenides); but not always (e.g. oxygen is not known to form oxidation state +6, despite being in the same group as sulfur and selenium). ### Electronegativity Another important property of elements is their electronegativity. Atoms can form covalent bonds to each other by sharing electrons in pairs, creating an overlap of valence orbitals. The degree to which each atom attracts the shared electron pair depends on the atom's electronegativity – the tendency of an atom towards gaining or losing electrons. The more electronegative atom will tend to attract the electron pair more, and the less electronegative (or more electropositive) one will attract it less. In extreme cases, the electron can be thought of as having been passed completely from the more electropositive atom to the more electronegative one, though this is a simplification. The bond then binds two ions, one positive (having given up the electron) and one negative (having accepted it), and is termed an ionic bond. Electronegativity depends on how strongly the nucleus can attract an electron pair, and so it exhibits a similar variation to the other properties already discussed: electronegativity tends to fall going up to down, and rise going left to right. The alkali and alkaline earth metals are among the most electropositive elements, while the chalcogens, halogens, and noble gases are among the most electronegative ones. Electronegativity is generally measured on the Pauling scale, on which the most electronegative reactive atom (fluorine) is given electronegativity 4.0, and the least electronegative atom (caesium) is given electronegativity 0.79. In fact neon is the most electronegative element, but the Pauling scale cannot measure its electronegativity because it does not form covalent bonds with most elements. An element's electronegativity varies with the identity and number of the atoms it is bonded to, as well as how many electrons it has already lost: an atom becomes more electronegative when it has lost more electrons. This sometimes makes a large difference: lead in the +2 oxidation state has electronegativity 1.87 on the Pauling scale, while lead in the +4 oxidation state has electronegativity 2.33. ### Metallicity A simple substance is a substance formed from atoms of one chemical element. The simple substances of the more electronegative atoms tend to share electrons (form covalent bonds) with each other. They form either small molecules (like hydrogen or oxygen, whose atoms bond in pairs) or giant structures stretching indefinitely (like carbon or silicon). The noble gases simply stay as single atoms, as they already have a full shell. Substances composed of discrete molecules or single atoms are held together by weaker attractive forces between the molecules, such as the London dispersion force: as electrons move within the molecules, they create momentary imbalances of electrical charge, which induce similar imbalances on nearby molecules and create synchronised movements of electrons across many neighbouring molecules. The more electropositive atoms, however, tend to instead lose electrons, creating a "sea" of electrons engulfing cations. The outer orbitals of one atom overlap to share electrons with all its neighbours, creating a giant structure of molecular orbitals extending over all the atoms. This negatively charged "sea" pulls on all the ions and keeps them together in a metallic bond. Elements forming such bonds are often called metals; those which do not are often called nonmetals. Some elements can form multiple simple substances with different structures: these are called allotropes. For example, diamond and graphite are two allotropes of carbon. The metallicity of an element can be predicted from electronic properties. When atomic orbitals overlap during metallic or covalent bonding, they create both bonding and antibonding molecular orbitals of equal capacity, with the antibonding orbitals of higher energy. Net bonding character occurs when there are more electrons in the bonding orbitals than there are in the antibonding orbitals. Metallic bonding is thus possible when the number of electrons delocalised by each atom is less than twice the number of orbitals contributing to the overlap. This is the situation for elements in groups 1 through 13; they also have too few valence electrons to form giant covalent structures where all atoms take equivalent positions, and so almost all of them metallise. The exceptions are hydrogen and boron, which have too high an ionisation energy. Hydrogen thus forms a covalent H<sub>2</sub> molecule, and boron forms a giant covalent structure based on icosahedral B<sub>12</sub> clusters. In a metal, the bonding and antibonding orbitals have overlapping energies, creating a single band that electrons can freely flow through, allowing for electrical conduction. In group 14, both metallic and covalent bonding become possible. In a diamond crystal, covalent bonds between carbon atoms are strong, because they have a small atomic radius and thus the nucleus has more of a hold on the electrons. Therefore, the bonding orbitals that result are much lower in energy than the antibonding orbitals, and there is no overlap, so electrical conduction becomes impossible: carbon is a nonmetal. However, covalent bonding becomes weaker for larger atoms and the energy gap between the bonding and antibonding orbitals decreases. Therefore, silicon and germanium have smaller band gaps and are semiconductors: electrons can cross the gap when thermally excited. The band gap disappears in tin, so that tin and lead become metals. Elements in groups 15 through 17 have too many electrons to form giant covalent molecules that stretch in all three dimensions. For the lighter elements, the bonds in small diatomic molecules are so strong that a condensed phase is disfavoured: thus nitrogen (N<sub>2</sub>), oxygen (O<sub>2</sub>), white phosphorus and yellow arsenic (P<sub>4</sub> and As<sub>4</sub>), sulfur and red selenium (S<sub>8</sub> and Se<sub>8</sub>), and the stable halogens (F<sub>2</sub>, Cl<sub>2</sub>, Br<sub>2</sub>, and I<sub>2</sub>) readily form covalent molecules with few atoms. The heavier ones tend to form long chains (e.g. red phosphorus, grey selenium, tellurium) or layered structures (e.g. carbon as graphite, black phosphorus, grey arsenic, grey antimony, bismuth) that only extend in one or two rather than three dimensions. Both kinds of structures can be found as allotropes of phosphorus, arsenic, and selenium, although the long-chained allotropes are more stable in all three. As these structures do not use all their orbitals for bonding, they end up with bonding, nonbonding, and antibonding bands in order of increasing energy. Similarly to group 14, the band gaps shrink for the heavier elements and free movement of electrons between the chains or layers becomes possible. Thus for example black phosphorus, black arsenic, grey selenium, tellurium, and iodine are semiconductors; grey arsenic, grey antimony, and bismuth are semimetals (exhibiting quasi-metallic conduction, with a very small band overlap); and polonium and probably astatine are true metals. Finally, the natural group 18 elements all stay as individual atoms. The dividing line between metals and nonmetals is roughly diagonal from top left to bottom right, with the transition series appearing to the left of this diagonal (as they have many available orbitals for overlap). This is expected, as metallicity tends to be correlated with electropositivity and the willingness to lose electrons, which increases right to left and up to down. Thus the metals greatly outnumber the nonmetals. Elements near the borderline are difficult to classify: they tend to have properties that are intermediate between those of metals and nonmetals, and may have some properties characteristic of both. They are often termed semimetals or metalloids. The term "semimetal" used in this sense should not be confused with its strict physical sense having to do with band structure: bismuth is physically a semimetal, but is generally considered a metal by chemists. The following table considers the most stable allotropes at standard conditions. The elements coloured yellow form simple substances that are well-characterised by metallic bonding. Elements coloured light blue form giant network covalent structures, whereas those coloured dark blue form small covalently bonded molecules that are held together by weaker van der Waals forces. The noble gases are coloured in violet: their molecules are single atoms and no covalent bonding occurs. Greyed-out cells are for elements which have not been prepared in sufficient quantities for their most stable allotropes to have been characterised in this way. Theoretical considerations and current experimental evidence suggest that all of those elements would metallise if they could form condensed phases, except perhaps for oganesson. Generally, metals are shiny and dense. They usually have high melting and boiling points due to the strength of the metallic bond, and are often malleable and ductile (easily stretched and shaped) because the atoms can move relative to each other without breaking the metallic bond. They conduct electricity because their electrons are free to move in all three dimensions. Similarly, they conduct heat, which is transferred by the electrons as extra kinetic energy: they move faster. These properties persist in the liquid state, as although the crystal structure is destroyed on melting, the atoms still touch and the metallic bond persists, though it is weakened. Metals tend to be reactive towards nonmetals. Some exceptions can be found to these generalisations: for example, manganese, arsenic, antimony, and bismuth are brittle; chromium is extremely hard; gallium, rubidium, caesium, and mercury are liquid at or close to room temperature; and noble metals such as gold are chemically very inert. Nonmetals exhibit different properties. Those forming giant covalent crystals exhibit high melting and boiling points, as it takes considerable energy to overcome the strong covalent bonds. Those forming discrete molecules are held together mostly by dispersion forces, which are more easily overcome; thus they tend to have lower melting and boiling points, and many are liquids or gases at room temperature. Nonmetals are often dull-looking. They tend to be reactive towards metals, except for the noble gases, which are inert towards most substances. They are brittle when solid as their atoms are held tightly in place. They are less dense and conduct electricity poorly, because there are no mobile electrons. Near the borderline, band gaps are small and thus many elements in that region are semiconductors, such as silicon, germanium, selenium, and tellurium. Again there are exceptions; for example, diamond has the highest thermal conductivity of all known materials, greater than any metal. It is common to designate a class of metalloids straddling the boundary between metals and nonmetals, as elements in that region are intermediate in both physical and chemical properties. However, no consensus exists in the literature for precisely which elements should be so designated. When such a category is used, silicon, germanium, arsenic, and tellurium are almost always included, and boron and antimony usually are; but most sources include other elements as well, without agreement on which extra elements should be added, and some others subtract from this list instead. ### Further manifestations of periodicity There are some other relationships throughout the periodic table between elements that are not in the same group, such as the diagonal relationships between elements that are diagonally adjacent (e.g. lithium and magnesium). Some similarities can also be found between the main groups and the transition metal groups, or between the early actinides and early transition metals, when the elements have the same number of valence electrons. Thus uranium somewhat resembles chromium and tungsten in group 6, as all three have six valence electrons. Relationships between elements with the same number of valence electrons but different types of valence orbital have been called secondary or isodonor relationships: they usually have the same maximum oxidation states, but not the same minimum oxidation states. For example, chlorine and manganese both have +7 as their maximum oxidation state (e.g. Cl<sub>2</sub>O<sub>7</sub> and Mn<sub>2</sub>O<sub>7</sub>), but their respective minimum oxidation states are −1 (e.g. HCl) and −3 (K<sub>2</sub>[Mn(CO)<sub>4</sub>]). Elements with the same number of valence vacancies but different numbers of valence electrons are related by a tertiary or isoacceptor relationship: they have similar minimum but not maximum oxidation states. For example, hydrogen and chlorine both have −1 as their minimum oxidation state (in hydrides and chlorides), but hydrogen's maximum oxidation state is +1 (e.g. H<sub>2</sub>O) while chlorine's is +7. Many other physical properties of the elements exhibit periodic variation in accordance with the periodic law, such as melting points, boiling points, heats of fusion, heats of vaporisation, atomisation energy, and so on. Similar periodic variations appear for the compounds of the elements, which can be observed by comparing hydrides, oxides, sulfides, halides, and so on. Chemical properties are more difficult to describe quantitatively, but likewise exhibit their own periodicities. Examples include the variation in the acidic and basic properties of the elements and their compounds, the stabilities of compounds, and methods of isolating the elements. Periodicity is and has been used very widely to predict the properties of unknown new elements and new compounds, and is central to modern chemistry. ## Classification of elements Many terms have been used in the literature to describe sets of elements that behave similarly. The group names alkali metal, alkaline earth metal, triel, tetrel, pnictogen, chalcogen, halogen, and noble gas are acknowledged by IUPAC; the other groups can be referred to by their number, or by their first element (e.g., group 6 is the chromium group). Some divide the p-block elements from groups 13 to 16 by metallicity, although there is neither an IUPAC definition nor a precise consensus on exactly which elements should be considered metals, nonmetals, or semi-metals (sometimes called metalloids). Neither is there a consensus on what the metals succeeding the transition metals ought to be called, with post-transition metal and poor metal being among the possibilities having been used. Some advanced monographs exclude the elements of group 12 from the transition metals on the grounds of their sometimes quite different chemical properties, but this is not a universal practice and IUPAC does not presently mention it as allowable in its Principles of Chemical Nomenclature. The lanthanides are considered to be the elements La–Lu, which are all very similar to each other: historically they included only Ce–Lu, but lanthanum became included by common usage. The rare earth elements (or rare earth metals) add scandium and yttrium to the lanthanides. Analogously, the actinides are considered to be the elements Ac–Lr (historically Th–Lr), although variation of properties in this set is much greater than within the lanthanides. IUPAC recommends the names lanthanoids and actinoids to avoid ambiguity, as the -ide suffix typically denotes a negative ion; however lanthanides and actinides remain common. With the increasing recognition of lutetium and lawrencium as d-block elements, some authors began to define the lanthanides as La–Yb and the actinides as Ac–No, matching the f-block. Many more categorisations exist and are used according to certain disciplines. In astrophysics, a metal is defined as any element with atomic number greater than 2, i.e. anything except hydrogen and helium. The term "semimetal" has a different definition in physics than it does in chemistry: bismuth is a semimetal by physical definitions, but chemists generally consider it a metal. A few terms are widely used, but without any very formal definition, such as "heavy metal", which has been given such a wide range of definitions that it has been criticised as "effectively meaningless". The scope of terms varies significantly between authors. For example, according to IUPAC, the noble gases extend to include the whole group, including the very radioactive superheavy element oganesson. However, among those who specialise in the superheavy elements, this is not often done: in this case "noble gas" is typically taken to imply the unreactive behaviour of the lighter elements of the group. Since calculations generally predict that oganesson should not be particularly inert due to relativistic effects, and may not even be a gas at room temperature if it could be produced in bulk, its status as a noble gas is often questioned in this context. Furthermore, national variations are sometimes encountered: in Japan, alkaline earth metals often do not include beryllium and magnesium as their behaviour is different from the heavier group 2 metals. ## History ### Early history In 1817, German physicist Johann Wolfgang Döbereiner began to formulate one of the earliest attempts to classify the elements. In 1829, he found that he could form some of the elements into groups of three, with the members of each group having related properties. He termed these groups triads. Chlorine, bromine, and iodine formed a triad; as did calcium, strontium, and barium; lithium, sodium, and potassium; and sulfur, selenium, and tellurium. Today, all these triads form part of modern-day groups. Various chemists continued his work and were able to identify more and more relationships between small groups of elements. However, they could not build one scheme that encompassed them all. John Newlands published a letter in the Chemical News in February 1863 on the periodicity among the chemical elements. In 1864 Newlands published an article in the Chemical News showing that if the elements are arranged in the order of their atomic weights, those having consecutive numbers frequently either belong to the same group or occupy similar positions in different groups, and he pointed out that each eighth element starting from a given one is in this arrangement a kind of repetition of the first, like the eighth note of an octave in music (The Law of Octaves). However, Newlands' formulation only worked well for the main-group elements, and encountered serious problems with the others. German chemist Lothar Meyer noted the sequences of similar chemical and physical properties repeated at periodic intervals. According to him, if the atomic weights were plotted as ordinates (i.e. vertically) and the atomic volumes as abscissas (i.e. horizontally)—the curve obtained a series of maximums and minimums—the most electropositive elements would appear at the peaks of the curve in the order of their atomic weights. In 1864, a book of his was published; it contained an early version of the periodic table containing 28 elements, and classified elements into six families by their valence—for the first time, elements had been grouped according to their valence. Works on organizing the elements by atomic weight had until then been stymied by inaccurate measurements of the atomic weights. In 1868, he revised his table, but this revision was published as a draft only after his death. ### Mendeleev The definitive breakthrough came from the Russian chemist Dmitri Mendeleev. Although other chemists (including Meyer) had found some other versions of the periodic system at about the same time, Mendeleev was the most dedicated to developing and defending his system, and it was his system that most impacted the scientific community. On 17 February 1869 (1 March 1869 in the Gregorian calendar), Mendeleev began arranging the elements and comparing them by their atomic weights. He began with a few elements, and over the course of the day his system grew until it encompassed most of the known elements. After he found a consistent arrangement, his printed table appeared in May 1869 in the journal of the Russian Chemical Society. When elements did not appear to fit in the system, he boldly predicted that either valencies or atomic weights had been measured incorrectly, or that there was a missing element yet to be discovered. In 1871, Mendeleev published a long article, including an updated form of his table, that made his predictions for unknown elements explicit. Mendeleev predicted the properties of three of these unknown elements in detail: as they would be missing heavier homologues of boron, aluminium, and silicon, he named them eka-boron, eka-aluminium, and eka-silicon ("eka" being Sanskrit for "one"). In 1875, the French chemist Paul-Émile Lecoq de Boisbaudran, working without knowledge of Mendeleev's prediction, discovered a new element in a sample of the mineral sphalerite, and named it gallium. He isolated the element and began determining its properties. Mendeleev, reading de Boisbaudran's publication, sent a letter claiming that gallium was his predicted eka-aluminium. Although Lecoq de Boisbaudran was initially sceptical, and suspected that Mendeleev was trying to take credit for his discovery, he later admitted that Mendeleev was correct. In 1879, the Swedish chemist Lars Fredrik Nilson discovered a new element, which he named scandium: it turned out to be eka-boron. Eka-silicon was found in 1886 by German chemist Clemens Winkler, who named it germanium. The properties of gallium, scandium, and germanium matched what Mendeleev had predicted. In 1889, Mendeleev noted at the Faraday Lecture to the Royal Institution in London that he had not expected to live long enough "to mention their discovery to the Chemical Society of Great Britain as a confirmation of the exactitude and generality of the periodic law". Even the discovery of the noble gases at the close of the 19th century, which Mendeleev had not predicted, fitted neatly into his scheme as an eighth main group. Mendeleev nevertheless had some trouble fitting the known lanthanides into his scheme, as they did not exhibit the periodic change in valencies that the other elements did. After much investigation, the Czech chemist Bohuslav Brauner suggested in 1902 that the lanthanides could all be placed together in one group on the periodic table. He named this the "asteroid hypothesis" as an astronomical analogy: just as there is an asteroid belt instead of a single planet between Mars and Jupiter, so the place below yttrium was thought to be occupied by all the lanthanides instead of just one element. ### Atomic number After the internal structure of the atom was probed, amateur Dutch physicist Antonius van den Broek proposed in 1913 that the nuclear charge determined the placement of elements in the periodic table. The New Zealand physicist Ernest Rutherford coined the word "atomic number" for this nuclear charge. In van der Broek's published article he illustrated the first electronic periodic table showing the elements arranged according to the number of their electrons. Rutherford confirmed in his 1914 paper that Bohr had accepted the view of van der Broek. The same year, English physicist Henry Moseley using X-ray spectroscopy confirmed van den Broek's proposal experimentally. Moseley determined the value of the nuclear charge of each element from aluminium to gold and showed that Mendeleev's ordering actually places the elements in sequential order by nuclear charge. Nuclear charge is identical to proton count and determines the value of the atomic number (Z) of each element. Using atomic number gives a definitive, integer-based sequence for the elements. Moseley's research immediately resolved discrepancies between atomic weight and chemical properties; these were cases such as tellurium and iodine, where atomic number increases but atomic weight decreases. Although Moseley was soon killed in World War I, the Swedish physicist Manne Siegbahn continued his work up to uranium, and established that it was the element with the highest atomic number then known (92). Based on Moseley and Siegbahn's research, it was also known which atomic numbers corresponded to missing elements yet to be found. ### Electron shells The Danish physicist Niels Bohr applied Max Planck's idea of quantisation to the atom. He concluded that the energy levels of electrons were quantised: only a discrete set of stable energy states were allowed. Bohr then attempted to understand periodicity through electron configurations, surmising in 1913 that the inner electrons should be responsible for the chemical properties of the element. In 1913, he produced the first electronic periodic table based on a quantum atom. Bohr called his electron shells "rings" in 1913: atomic orbitals within shells did not exist at the time of his planetary model. Bohr explains in Part 3 of his famous 1913 paper that the maximum electrons in a shell is eight, writing, "We see, further, that a ring of n electrons cannot rotate in a single ring round a nucleus of charge ne unless n \< 8." For smaller atoms, the electron shells would be filled as follows: "rings of electrons will only join if they contain equal numbers of electrons; and that accordingly the numbers of electrons on inner rings will only be 2, 4, 8." However, in larger atoms the innermost shell would contain eight electrons: "on the other hand, the periodic system of the elements strongly suggests that already in neon N = 10 an inner ring of eight electrons will occur." His proposed electron configurations for the atoms (shown to the right) mostly do not accord with those now known. The first one to systematically expand and correct the chemical potentials of Bohr's atomic theory was Walther Kossel in 1914 and in 1916. Kossel explained that in the periodic table new elements would be created as electrons were added to the outer shell. In Kossel's paper, he writes: "This leads to the conclusion that the electrons, which are added further, should be put into concentric rings or shells, on each of which ... only a certain number of electrons—namely, eight in our case—should be arranged. As soon as one ring or shell is completed, a new one has to be started for the next element; the number of electrons, which are most easily accessible, and lie at the outermost periphery, increases again from element to element and, therefore, in the formation of each new shell the chemical periodicity is repeated." In a 1919 paper, Irving Langmuir postulated the existence of "cells" which we now call orbitals, which could each only contain two electrons each, and these were arranged in "equidistant layers" which we now call shells. He made an exception for the first shell to only contain two electrons. The chemist Charles Rugeley Bury suggested in 1921 that eight and eighteen electrons in a shell form stable configurations. Bury proposed that the electron configurations in transitional elements depended upon the valence electrons in their outer shell. He introduced the word transition to describe the elements now known as transition metals or transition elements. Prompted by Bohr, Wolfgang Pauli took up the problem of electron configurations in 1923. Pauli extended Bohr's scheme to use four quantum numbers, and formulated his exclusion principle which stated that no two electrons could have the same four quantum numbers. This explained the lengths of the periods in the periodic table (2, 8, 18, and 32), which corresponded to the number of electrons that each shell could occupy. In 1925, Friedrich Hund arrived at configurations close to the modern ones. As a result of these advances, periodicity became based on the number of chemically active or valence electrons rather than by the valences of the elements. The Aufbau principle that describes the electron configurations of the elements was first empirically observed by Erwin Madelung in 1926, though the first to publish it was Vladimir Karapetoff in 1930. In 1961, Vsevolod Klechkovsky derived the first part of the Madelung rule (that orbitals fill in order of increasing n + l) from the Thomas–Fermi model; the complete rule was derived from a similar potential in 1971 by Yury N. Demkov and Valentin N. Ostrovsky. The quantum theory clarified the transition metals and lanthanides as forming their own separate groups, transitional between the main groups, although some chemists had already proposed tables showing them this way before then: the English chemist Henry Bassett did so in 1892, the Danish chemist Julius Thomsen in 1895, and the Swiss chemist Alfred Werner in 1905. Bohr used Thomsen's form in his 1922 Nobel Lecture; Werner's form is very similar to the modern 32-column form. In particular, this supplanted Brauner's asteroidal hypothesis. The exact position of the lanthanides, and thus the composition of group 3, remained under dispute for decades longer because their electron configurations were initially measured incorrectly. On chemical grounds Bassett, Werner, and Bury grouped scandium and yttrium with lutetium rather than lanthanum (the former two left an empty space below yttrium as lutetium had not yet been discovered). Hund assumed in 1927 that all the lanthanide atoms had configuration [Xe]4f<sup>0−14</sup>5d<sup>1</sup>6s<sup>2</sup>, on account of their prevailing trivalency (it is now known that the relationship between chemistry and electron configuration is more complicated than that). Early spectroscopic evidence seemed to confirm this, and thus the periodic table was structured to have group 3 as scandium, yttrium, lanthanum, and actinium, with fourteen f-elements breaking up the d-block between lanthanum and hafnium. But it was later discovered that this is only true for four of the fifteen lanthanides (lanthanum, cerium, gadolinium, and lutetium), and that the other lanthanide atoms do not have a d-electron. In particular, ytterbium completes the 4f shell and thus Soviet physicists Lev Landau and Evgeny Lifshitz noted in 1948 that lutetium is correctly regarded as a d-block rather than an f-block element; that bulk lanthanum is an f-metal was first suggested by Jun Kondō in 1963, on the grounds of its low-temperature superconductivity. This clarified the importance of looking at low-lying excited states of atoms that can play a role in chemical environments when classifying elements by block and positioning them on the table. Many authors subsequently rediscovered this correction based on physical, chemical, and electronic concerns and applied it to all the relevant elements, thus making group 3 contain scandium, yttrium, lutetium, and lawrencium and having lanthanum through ytterbium and actinium through nobelium as the f-block rows: this corrected version achieves consistency with the Madelung rule and vindicates Bassett, Werner, and Bury's initial chemical placement. In 1988, IUPAC released a report supporting this composition of group 3, a decision that was reaffirmed in 2021. Variation can still be found in textbooks on the composition of group 3, and some argumentation against this format is still published today, but chemists and physicists who have considered the matter largely agree on group 3 containing scandium, yttrium, lutetium, and lawrencium and challenge the counterarguments as being inconsistent. ### Synthetic elements By 1936, the pool of missing elements from hydrogen to uranium had shrunk to four: elements 43, 61, 85, and 87 remained missing. Element 43 eventually became the first element to be synthesised artificially via nuclear reactions rather than discovered in nature. It was discovered in 1937 by Italian chemists Emilio Segrè and Carlo Perrier, who named their discovery technetium, after the Greek word for "artificial". Elements 61 (promethium) and 85 (astatine) were likewise produced artificially in 1945 and 1940 respectively; element 87 (francium) became the last element to be discovered in nature, by French chemist Marguerite Perey in 1939. The elements beyond uranium were likewise discovered artificially, starting with Edwin McMillan and Philip Abelson's 1940 discovery of neptunium (via bombardment of uranium with neutrons). Glenn T. Seaborg and his team at the Lawrence Berkeley National Laboratory (LBNL) continued discovering transuranium elements, starting with plutonium in 1941, and discovered that contrary to previous thinking, the elements from actinium onwards were congeners of the lanthanides rather than transition metals. Bassett (1892), Werner (1905), and the French engineer Charles Janet (1928) had previously suggested this, but their ideas did not then receive general acceptance. Seaborg thus called them the actinides. Elements up to 101 (named mendelevium in honour of Mendeleev) were synthesised up to 1955, either through neutron or alpha-particle irradiation, or in nuclear explosions in the cases of 99 (einsteinium) and 100 (fermium). A significant controversy arose with elements 102 through 106 in the 1960s and 1970s, as competition arose between the LBNL team (now led by Albert Ghiorso) and a team of Soviet scientists at the Joint Institute for Nuclear Research (JINR) led by Georgy Flyorov. Each team claimed discovery, and in some cases each proposed their own name for the element, creating an element naming controversy that lasted decades. These elements were made by bombardment of actinides with light ions. IUPAC at first adopted a hands-off approach, preferring to wait and see if a consensus would be forthcoming. It was also the height of the Cold War, and it became clear after some time that this would not happen. As such, IUPAC and the International Union of Pure and Applied Physics (IUPAP) created a Transfermium Working Group (TWG, fermium being element 100) in 1985 to set out criteria for discovery, which were published in 1991. After some further controversy, these elements received their final names in 1997, including seaborgium (106) in honour of Seaborg. The TWG's criteria were used to arbitrate later element discovery claims from LBNL and JINR, as well as from research institutes in Germany (GSI) and Japan (Riken). Currently, consideration of discovery claims is performed by a IUPAC/IUPAP Joint Working Party. After priority was assigned, the elements were officially added to the periodic table, and the discoverers were invited to propose their names. By 2016, this had occurred for all elements up to 118, therefore completing the periodic table's first seven rows. The discoveries of elements beyond 106 were made possible by techniques devised by Yuri Oganessian at the JINR: cold fusion (bombardment of lead and bismuth by heavy ions) made possible the 1981–2004 discoveries of elements 107 through 112 at GSI and 113 at Riken, and he led the JINR team (in collaboration with American scientists) to discover elements 114 through 118 using hot fusion (bombardment of actinides by calcium ions) in 1998–2010. The heaviest known element, oganesson (118), is named in Oganessian's honour. Element 114 is named flerovium in honour of his predecessor and mentor Flyorov. In celebration of the periodic table's 150th anniversary, the United Nations declared the year 2019 as the International Year of the Periodic Table, celebrating "one of the most significant achievements in science". The discovery criteria set down by the TWG were updated in 2020 in response to experimental and theoretical progress that had not been foreseen in 1991. Today, the periodic table is among the most recognisable icons of chemistry. IUPAC is involved today with many processes relating to the periodic table: the recognition and naming of new elements, recommending group numbers and collective names, and the updating of atomic weights. ## Future extension beyond the seventh period The most recently named elements – nihonium (113), moscovium (115), tennessine (117), and oganesson (118) – completed the seventh row of the periodic table. Future elements would have to begin an eighth row. These elements may be referred to either by their atomic numbers (e.g. "element 119"), or by the IUPAC systematic element names adopted in 1978, which directly relate to the atomic numbers (e.g. "ununennium" for element 119, derived from Latin unus "one", Greek ennea "nine", and the traditional -ium suffix for metallic elements). All attempts to synthesise such elements have failed so far. An attempt to make element 119 has been ongoing since 2018 at the Riken research institute in Japan. The Joint Institute for Nuclear Research in Russia also plans to make its own attempts at synthesising the first few period 8 elements. If the eighth period follows the pattern set by the earlier periods, then it would contain fifty elements, filling the 8s, 5g, 6f, 7d, and finally 8p subshells in that order. But there is present discussion regarding whether this would truly be the case, as calculations predict that by this point relativistic effects should result in significant deviations from the Madelung rule. Various different models have been suggested. All agree that the eighth period should begin like the previous ones with two 8s elements, and that there should then follow a new series of g-block elements filling up the 5g orbitals, but the precise configurations calculated for these 5g elements vary widely between sources. Beyond this 5g series, calculations do not agree on what exactly should follow. Filling of the 5g, 6f, 7d, and 8p shells is indeed expected to occur in approximately that order, but they are likely to be intermingled with each other and with the 9s and 9p subshells, so that it is not clear which elements should go in which groups anymore. Eric Scerri has raised the question of whether an extended periodic table should take into account the failure of the Madelung rule in this region, or if such exceptions should be ignored. The shell structure may also be fairly formal at this point: already the electron distribution in an oganesson atom is expected to be rather uniform, with no discernible shell structure. Nuclear stability will likely prove a decisive factor constraining the number of possible elements. It depends on the balance between the electric repulsion between protons and the strong force binding protons and neutrons together. Protons and neutrons are arranged in shells, just like electrons, and so a closed shell can significantly increase stability: the known superheavy nuclei exist because of such a shell closure. They are probably close to a predicted island of stability, where superheavy nuclides should have significantly longer half-lives: predictions range from minutes or days, to millions or billions of years. However, as the number of protons increases beyond about 126, this stabilising effect should vanish as a closed shell is passed. It is not clear if any further-out shell closures exist, due to an expected smearing out of distinct nuclear shells (as is already expected for the electron shells at oganesson). Furthermore, even if later shell closures exist, it is not clear if they would allow such heavy elements to exist. As such, it may be that the periodic table practically ends around element 120, as elements become too short-lived to observe; the era of discovering new elements would thus be close to its end. Alternatively, quark matter may become stable at high mass numbers, in which the nucleus is composed of freely flowing up and down quarks instead of binding them into protons and neutrons; this would create a continent of stability instead of an island. Other effects may come into play: for example, in very heavy elements the 1s electrons are likely to spend a significant amount of time so close to the nucleus that they are actually inside it, which would make them vulnerable to electron capture. Even if eighth-row elements can exist, producing them is likely to be difficult, and it should become even more difficult as atomic number rises. Although the 8s elements are expected to be reachable with present means, the first few 5g elements are expected to require new technology, if they can be produced at all. Experimentally characterising these elements chemically would also pose a great challenge. ## Alternative periodic tables The periodic law may be represented in multiple ways, of which the standard periodic table is only one. Within 100 years of the appearance of Mendeleev's table in 1869, Edward G. Mazurs had collected an estimated 700 different published versions of the periodic table. Many forms retain the rectangular structure, including Charles Janet's left-step periodic table (pictured below), and the modernised form of Mendeleev's original 8-column layout that is still common in Russia. Other periodic table formats have been shaped much more exotically, such as spirals (Otto Theodor Benfey's pictured to the right), circles and triangles. Alternative periodic tables are often developed to highlight or emphasize chemical or physical properties of the elements that are not as apparent in traditional periodic tables, with different ones skewed more towards emphasizing chemistry or physics at either end. The standard form, which remains by far the most common, is somewhere in the middle. The many different forms of the periodic table have prompted the questions of whether there is an optimal or definitive form of the periodic table, and if so, what it might be. There are no current consensus answers to either question. Janet's left-step table is being increasingly discussed as a candidate for being the optimal or most fundamental form; Scerri has written in support of it, as it clarifies helium's nature as an s-block element, increases regularity by having all period lengths repeated, faithfully follows Madelung's rule by making each period correspond to one value of n + l, and regularises atomic number triads and the first-row anomaly trend. While he notes that its placement of helium atop the alkaline earth metals can be seen a disadvantage from a chemical perspective, he counters this by appealing to the first-row anomaly, pointing out that the periodic table "fundamentally reduces to quantum mechanics", and that it is concerned with "abstract elements" and hence atomic properties rather than macroscopic properties. ## See also - Nucleosynthesis
1,390,607
Carolwood Pacific Railroad
1,135,309,566
Ridable miniature backyard steam railroad owned by Walt Disney
[ "1950 establishments in California", "1953 disestablishments in California", "71⁄4 in gauge railways in the United States", "Amusement rides based on rail transport", "Backyard railroads in the United States", "Miniature railroads in the United States", "Model railroads", "Walt Disney" ]
The Carolwood Pacific Railroad (CPRR) was a 7+1⁄4-inch () gauge ridable miniature railroad run by Walt Disney in the backyard of his home in the Holmby Hills neighborhood of Los Angeles, California. It featured the Lilly Belle, a 1:8-scale live steam locomotive named after Disney's wife, Lillian Disney, and built by the Walt Disney Studios' machine shop. The locomotive made its first test run on December 24, 1949. It pulled a set of freight cars, as well as a caboose that was almost entirely built by Disney himself. It was Disney's lifelong fascination with trains, as well as his interest in miniature models, that led to the creation of the CPRR. The railroad, which became operational in 1950, was 2,615 feet (797 m) long and encircled his house. The backyard railroad attracted visitors to Disney's home; he invited them to ride and occasionally drive his miniature train. In 1953, after an accident occurred in which a guest was injured, the CPRR was closed to the public. The Carolwood Pacific Railroad inspired Disney to include railroad attractions in the design for the Disneyland theme park in Anaheim, California. Railroad attractions in Disney theme parks around the world are now commonplace. The barn structure that was used as the railroad's control center is now at the Los Angeles Live Steamers Railroad Museum in Los Angeles' Griffith Park. The Lilly Belle, some of the freight cars, and the caboose are now on display at the Walt Disney Family Museum in San Francisco, California. ## History Walt Disney, the owner of the Carolwood Pacific Railroad, was a rail enthusiast. As a young boy, he wanted to become a train engineer like his father's cousin, Mike Martin, who drove main-line trains on the Atchison, Topeka and Santa Fe Railway. Disney's father worked as part of a track installation crew for the Union Pacific Railroad. As a teenager, Disney worked as a news butcher on the Missouri Pacific Railway, where he sold newspapers, candy, cigars, and other products on trains. He sometimes climbed over the tender and into the locomotive's cab while the train was in motion. After he bribed the engineer and fireman with chewing tobacco, they showed him how to operate the locomotive. Disney renewed his interest in trains after injuries forced him to stop playing polo. Seeking a calmer recreational activity, he purchased several Lionel train sets in late 1947. By 1948, his interest in model trains was evolving into an interest in larger, ridable miniature trains after observing the trains and backyard railroad layouts of several hobbyists. These hobbyists included Disney animator Ollie Johnston, who had a ridable miniature railroad, as well as Disney animator Ward Kimball, who owned the full-size, narrow-gauge Grizzly Flats Railroad. On June 1, 1949, Disney purchased 5 acres (2.0 ha) of vacant land in the Holmby Hills area of Los Angeles. The property consisted of a bluff, which was 2 acres (0.8 ha) in size, and a level shelf of land behind it, which Disney named Yensid Valley. The word Yensid is Disney spelled backwards. Disney purchased this land to build a new family home with an elaborate backyard railroad behind it. Plans for the railroad's layout included 2,615 feet (797 m) of 7+1⁄4-inch () gauge track with eleven switches, as well as gradients, overpasses, a trestle, and an elevated dirt berm. The layout would completely surround the house. Disney's wife, Lillian Disney, objected to the plan that part of the layout be built in an area where she intended to plant a flower garden. As a compromise, Disney had an S-curve tunnel built underneath the spot where the garden was eventually planted. Aided by a Walt Disney Studios attorney, Disney had a tongue-in-cheek legal contract written to establish his right to own and operate the railroad's right of way. He and his wife signed the contract and their two daughters witnessed it. Disney named his railroad Carolwood Pacific Railroad (CPRR) in reference to his address at 355 Carolwood Drive. The railroad eventually cost \$50,000, split evenly between its layout and rolling stock. The railroad featured the Lilly Belle, a 1:8-scale live steam locomotive named after Disney's wife and built by the Walt Disney Studios' machine shop team led by Roger E. Broggie. The locomotive's design, chosen by Disney after seeing a smaller locomotive model with the same design at the home of rail historian Gerald M. Best, was based directly on copies of the blueprints for the Central Pacific No. 173, a 4-4-0 steam locomotive rebuilt by the Central Pacific Railroad in 1872. The initials for the Carolwood Pacific Railroad, CPRR, matched the initials for the Central Pacific Railroad, one of the railroads that helped complete the first transcontinental railroad in 1869. Under Broggie's guidance, Disney helped build several parts for the Lilly Belle, including its smokestack and headlamp. Most of the machining was done by Broggie's machine shop team, and the wooden cab was built by Disney personally. On December 24, 1949, the Lilly Belle and its tender were first test run on a small loop of track during the studio's Christmas party in front of the staff. The tender could carry up to 3.5 US gallons (13.2 L) of water and 10 pounds (4.5 kg) of coal crushed to scale-sized lumps to fuel the locomotive. Disney ran the Lilly Belle on the Carolwood Pacific Railroad for the first time on May 7, 1950. The CPRR's train cars consisted of six cast-metal, wood-grain-patterned gondolas made by the studio's machine shop. There were also two boxcars, two stock cars, a flatcar, and a caboose made of wood from the studio's prop shop. Disney's fascination with miniature models was apparent from the level of detail he applied to the miniature interior of the caboose, which included a calendar hung on the wall, a broom, and a working potbelly stove. Except for its frame and trucks, Disney built the entire caboose himself. All of the train cars, except for the caboose, were stored in the CPRR's tunnel when not in use. The CPRR's caboose was stored in a special barn where Disney monitored and controlled the CPRR's track. The barn's design was based on a set piece for the 1949 Disney film So Dear to My Heart, and it brought back Disney's childhood memories of a similar barn on his family farm in Marceline, Missouri. The barn had a centralized traffic control board, which had several lights designed to indicate the presence of trains along the railroad's route. The CPRR's switches could also be electrically controlled from this board. Articles about the CPRR appeared in several magazines, including the September 1951 issue of Look magazine. These articles attracted visitors interested in the CPRR to the home of Disney, who invited them to ride and occasionally drive his miniature train. With a tractive effort of more than 2,000 pounds-force (8,900 N), the Lilly Belle could pull a train with up to 12 adult passengers. Due to its lack of brakes, the locomotive was set in reverse if it ever needed to stop quickly. In early 1953, a visitor drove the Lilly Belle too fast along a curve, causing it to derail. As a result, the Lilly Belle fell on its side, broke its whistle, and released a jet of steam across the ground. A five-year-old girl ran through the steam jet, which left minor burns on her legs. As a result of this incident, Disney, fearing the possibility of future accidents, closed down the CPRR and stored the locomotive in the studio's machine shop. Disney removed the Carolwood Pacific Railroad's track in 1964. ## Influences Walt Disney credited the Carolwood Pacific Railroad with inspiring the creation of Disneyland in Anaheim, California. In one early concept for the park, the CPRR was included as an attraction, in which its train would carry passengers past miniature towns and settings. The Casey Jr. Circus Train, a different ridable miniature railroad that travels past miniature scenes of animated Disney films, is one of Disneyland's original attractions. Another early design for the park included a narrow-gauge steam railroad encircling it, a feature which was retained in the park's final design. Disneyland, and the Disneyland Railroad encircling the park, opened on July 17, 1955. The Disneyland Railroad's No. 1 locomotive, the C.K. Holliday, bears a strong resemblance to the CPRR's Lilly Belle, since their designs were based on the same blueprints. There are also steam railroads in the Magic Kingdom at Walt Disney World near Orlando, Florida; Tokyo Disneyland in Japan; and Disneyland Park near Paris. Copies of the blueprints for the CPRR's Lilly Belle were sold to model railroad hobbyists through a company named Walt Disney Miniature Railroad, formed by Disney in 1950 as a legally separate entity from Walt Disney Productions. After that company evolved into Walt Disney, Inc., in 1952 and had its name changed to WED Enterprises in 1953, it developed rides and attractions for Disneyland and later Walt Disney World. In 1965, Walt Disney Productions purchased WED Enterprises, and in 1986 changed its name to Walt Disney Imagineering. According to Los Angeles magazine, the CPRR's barn has been referred to as the "birthplace of Imagineering". As well as inspiring rail attractions at Disney theme parks, the CPRR became the inspiration for the 1951 Disney animated short film Out of Scale, in which Donald Duck is portrayed running a ridable miniature railroad in his backyard. The train of the CPRR also appeared in several Disney television specials in the 1950s. The Walt Disney World Railroad's Fantasyland Station area was nicknamed Carolwood Park, paying tribute to the CPRR. ## Preservation In 1965, Walt Disney donated 1,500 feet (457 m) of the Carolwood Pacific Railroad's track, as well as the railroad's trestle, to the Los Angeles Live Steamers, a group of miniature steam train enthusiasts. Disney was a charter member of that group. The completion of the CPRR's track installation at the Los Angeles Live Steamers Railroad Museum in Los Angeles' Griffith Park was celebrated on October 22, 1966, and the route utilizing that track became known as the Disney Loop. This event occurred a few weeks before Disney's death on December 15, 1966. In 1968, Lillian Disney donated the rest of the CPRR's track to the Los Angeles Live Steamers. The original CPRR track on the Disney Loop has since been removed and replaced with newer, more durable track. After Lillian Disney died in 1997, the Disney residence, including the area where the CPRR was located, was put up for sale. Mexican investor Gabriel Brener, who bought the property in 1998, demolished the original house due to issues with lead paint, lead piping, asbestos, and a weak foundation. The CPRR's tunnel was still in place in 2013. In 2014, the property was sold to an unknown buyer. In 1999, Walt Disney's Carolwood Barn, the CPRR's former control center, was relocated to the Los Angeles Live Steamers Railroad Museum. Morgan "Bill" Evans, the original landscaper of the Disney residence and several Disney theme parks, arranged for Walt Disney Imagineering to provide a landscaping plan for the barn's new site. On July 19, 1999, Diane Disney Miller, Disney's daughter, participated in the rededication ceremony for the barn. Since 2009, the CPRR's Lilly Belle, some of the freight cars, and the caboose have been on display at the Walt Disney Family Museum in San Francisco, California. There are also two pieces of CPRR rolling stock on display inside the Carolwood Pacific Railroad Room in the Boulder Ridge Villas at Disney's Wilderness Lodge within Walt Disney World. ## See also - Olomana (locomotive)
23,222,436
Action of 1 January 1800
1,156,636,094
Naval battle of the Quasi War
[ "1800 in France", "Conflicts in 1800", "January 1800 events", "Naval battles involving France", "Naval battles involving the United States", "Naval battles of the Quasi-War" ]
The action of 1 January 1800 was a naval battle of the Quasi-War that took place off the coast of present-day Haiti, near the island of Gonâve in the Bight of Léogâne. The battle was fought between an American convoy of four merchant vessels escorted by the United States naval schooner USS Experiment, and a squadron of armed barges manned by Haitians known as picaroons. A French-aligned Haitian general, André Rigaud, had instructed his forces to attack all foreign shipping within their range of operations. Accordingly, once Experiment and her convoy of merchant ships neared Gonâve, the picaroons attacked them, capturing two of the American merchant ships before withdrawing. Experiment managed to save the other two ships in her convoy, and escorted them to a friendly port. On the American side, only the captain of the schooner Mary was killed. Though the picaroons took heavy losses during this engagement, they remained strong enough to continue wreaking havoc among American shipping in the region. Only after Rigaud was forced out of power by the forces of Toussaint L'Ouverture, leader of the 1791 Haitian Revolution, did the picaroon attacks cease. ## Background With the dawn of the Haitian Revolution in 1791, a successful slave rebellion on the French colony, then known as Saint-Domingue, allowed the local population to gain control over the government. Despite their success in removing the French colonial authorities, the various political factions that had seized control of the colony were fractious, and fighting soon broke out among them. By 1800, the War of Knives between the pro-French André Rigaud and the pro-autonomy Toussaint L'Ouverture was in full swing and Saint-Domingue was divided in two. Rigaud controlled part of the southern portion of Saint-Domingue while L'Ouverture controlled the rest of the French colony. In need of supplies and materiel, Rigaud's forces attacked any non-French ship that passed them. Concurrently with the War of Knives, the United States and France were engaged in a bout of limited naval warfare in the Caribbean as part of the Quasi-War. In late December 1799 the American armed schooner Experiment was escorting under convoy the brig Daniel and Mary and the schooners Sea Flower, Mary, and Washington to prevent their capture by French privateers. On 1 January 1800, the convoy was caught in a dead calm off the north side of the present-day Haitian island of Gonâve, in the Bight of Leogane. Seeing the convoy becalmed, Rigaud sent eleven armed barges out to attack and seize the American vessels. The crews of the American merchant vessels possessed only small arms, but their escort, Experiment, was a much more powerful vessel. Commanded by William Maley, the 135-ton Experiment was armed with 12 six-pounder guns and had a complement of 70 men. In comparison, Rigaud's initial attack force consisted of eleven barges crewed by 40 to 50 men each in the smaller ones, and 60 or 70 in the larger vessels. These barges were primarily propelled by oars, with 26 per vessel. The Haitian craft were each equipped with a mix of swivel guns and four-pounder cannon, with most vessels armed with two or three guns as well as small arms. In addition to the vessels that set out to attack the convoy, there were more barges and men nearby that the Haitians could call upon if reinforcements were needed. In total some 37 barges and 1500 men were at Rigaud's immediate disposal, though the Americans did not know this during the attack. Individually the Haitian barges presented only a small threat to the convoy, but when attacking en masse they could easily overwhelm and capture the American ships if they managed to board them. ## Battle Experiment kept her gunports closed and passed herself off as a merchantman, while the Haitians sailed closer to the convoy with the intent of boarding and capturing all five vessels. Once the Haitians were in musket range of the American vessels they opened fire on them, and Experiment returned the fire. Grapeshot from the Americans wreaked havoc among the Haitian barges and they were forced to withdraw. They stood off the American convoy for thirty minutes before beaching at the nearby island of Gonâve to land their wounded and gather reinforcements. With three more barges and fresh crews, the picaroons set off to assault the American convoy once more. They divided themselves into three squadrons of four barges each and set course to attack Experiment. The lead and centermost divisions attacked the sides of the American warship while the rear division assaulted the stern. During the lull in fighting Experiment had readied herself for the picaroons' next assault by positioning musketeers in defensive positions, loading her main guns, and raising boarding nets. Thus, when the Haitians attacked the American warship again she was well prepared to repulse any attempt at boarding her. For three hours, Experiment battled the barges, sinking two and killing a great many of the picaroons. During this time two of the barges left the warship and attacked the merchant ships. These barges managed to protect themselves from Experiment by sailing behind the schooner Mary, which was between the two barges and the warship. The Haitians boarded Mary and killed her captain. Many of the crew jumped into the sea, and the rest hid in the hold. The second barge attempted to take Daniel and Mary but was sunk by fire from Experiment. Once the Haitians had boarded Mary, Experiment opened fire upon her with grapeshot, driving the picaroons off. The entire flotilla of Haitians once more retired to Gonâve and replaced their wounded crewmembers with fresh ones. Seeing that Daniel and Mary and Washington had drifted away from the convoy, the Haitians set out to attack them. The two civilian vessels, having drifted too far from the protection of Experiment's guns, were abandoned by their crews and passengers who fled to the American warship. The Haitians boarded and plundered these two vessels, carrying them further away from Experiment. Experiment managed to get close enough to the barges to attack them with her cannon but could not pursue them, as two barges had broken away from the main flotilla and were positioned to take Mary and Sea Flower if Experiment left them. Eventually the remnants of the convoy managed to make it to Léogâne, where they were looked after by the American consul. ## Aftermath USS Experiment had succeeded in protecting two of the convoy, but the other two ships were taken by the picaroons. On the American side, only the captain of the schooner Mary had been killed. The Americans also suffered two wounded: one civilian, and Experiment's second in command David Porter, who had been shot in the arm during the action. In exchange the Haitians had lost two of their barges and a great many casualties. Rigaud's picaroons attacked another American convoy later in the year and continued to harass American shipping until Rigaud was ousted from Saint-Domingue at the end of the War of Knives. After fleeing to Guadeloupe, he left for France on the schooner Diane, but was captured and taken to Saint Kitts when Experiment intercepted her on 1 October 1800. The action would prove controversial in the United States as several officers' reports suggested that Lieutenant Maley, commander of Experiment, had shown cowardice during the engagement. Lieutenant Porter stated that Maley had tried to insist on surrendering to the picaroons immediately upon their arrival. It was alleged that Maley thought the situation was hopeless due to the sheer number of pro-French Haitians who were attacking the convoy, and he had attempted to strike the colors. The officers' reports also commended Porter, stating that he had saved Experiment and her convoy by acting on his own initiative to ignore Maley's defeatism, urging the crew to fight. Other American officials, such as the American consul at Leonge who was aboard the Experiment during the action, disagreed with Porter's accusations and instead lauded Maley for his bravery. Threats of court-martial were made against Maley, but no formal charges regarding the incident were ever brought. On 16 July 1800 he was replaced as commander of Experiment by Charles Stewart. The incident haunted his career until his retirement.
1,088,360
2004 World Series
1,171,563,738
100th edition of Major League Baseball's championship series
[ "2000s in St. Louis", "2004 Major League Baseball season", "2004 in Boston", "2004 in sports in Massachusetts", "2004 in sports in Missouri", "Baseball competitions in Boston", "Baseball competitions in St. Louis", "Boston Red Sox postseason", "October 2004 sports events in the United States", "St. Louis Cardinals postseason", "World Series" ]
The 2004 World Series was the championship series of Major League Baseball's (MLB) 2004 season. The 100th edition of the World Series, it was a best-of-seven playoff between the American League (AL) champion Boston Red Sox and the National League (NL) champion St. Louis Cardinals; the Red Sox swept the Cardinals in four games. The series was played from October 23 to 27, 2004, at Fenway Park and Busch Memorial Stadium, broadcast on Fox, and watched by an average of just under 25.5 million viewers. The Red Sox's World Series championship was their first since 1918, ending the Curse of the Bambino. The Cardinals earned their berth into the playoffs by winning the NL Central division title, and had the best win–loss record in the NL. The Red Sox won the AL wild card to earn theirs. The Cardinals reached the World Series by defeating the Los Angeles Dodgers in the best-of-five NL Division Series and the Houston Astros in the best-of-seven NL Championship Series. The Red Sox defeated the Anaheim Angels in the AL Division Series. After trailing three games to none to the New York Yankees in the AL Championship Series, the Red Sox came back to win the series, advancing to their first World Series since . The Cardinals made their first appearance in the World Series since . With the New England Patriots winning Super Bowl XXXVIII, the World Series victory made Boston the first city to have Super Bowl and World Series championship teams in the same year (2004) since Pittsburgh in 1979. The Red Sox became the third straight wild card team to win the World Series; the Anaheim Angels won in 2002 and the Florida Marlins won in 2003. The Red Sox had home-field advantage in the World Series by virtue of the AL winning the 2004 All-Star Game. In game one, Mark Bellhorn helped the Red Sox win with a home run, while starter Curt Schilling led the team to a game two victory by pitching six innings and allowing just one run. The Red Sox won the first two games despite committing four errors in each. The Red Sox won game three, aided by seven shutout innings by Pedro Martínez. A home run by Johnny Damon in the first inning helped to win game four for the Red Sox to secure the series. The Cardinals did not lead in any of the games in the series. Manny Ramírez was named the series' Most Valuable Player. While not a particularly competitive series, the 2004 World Series is ranked as one of the most memorable World Series of all time, and one of the most iconic professional sports moments from the 2000s due to its historical significance for Boston. The Red Sox and Cardinals faced each other again in the 2013 World Series, which the Red Sox also won, this time 4 games to 2. ## Route to the series ### Boston Red Sox The Red Sox had lost in the previous season's ALCS against the New York Yankees. The loss was mainly blamed on the decision by then-manager Grady Little to keep starting pitcher Pedro Martínez in the game in the 8th inning of Game 7, that resulted the win (and the 2003 American League championship in general) to rival New York via a walk-off home run, then Little was fired two weeks later. During the off-season, the Red Sox hired Terry Francona as their new manager. They also signed Keith Foulke as their closer and traded for Curt Schilling as a starting pitcher. The Red Sox played two particularly notable games against the Yankees during the regular season. A game on July 1, in which they came back from a 3-run deficit to force extra innings, is best remembered for an incident in the 12th inning, when Yankees shortstop Derek Jeter made a catch on the run before hurling himself head-first into the stands. The Yankees won the game in the next inning to take an 8-game lead in the American League East. In the 3rd inning of a game on July 24, Red Sox pitcher Bronson Arroyo hit Yankees batter Alex Rodriguez with one of his pitches. As Rodriguez walked towards first base, he began shouting profanities at Arroyo. Red Sox catcher Jason Varitek positioned himself between the two players. After a brief argument, Varitek pushed his glove into Rodriguez' face, causing a bench-clearing brawl. The Red Sox eventually won the game thanks to a home run by Bill Mueller in the 9th inning. On July 31, the Red Sox traded shortstop Nomar Garciaparra to the Chicago Cubs after he had spent eight years with the team. They acquired shortstop Orlando Cabrera and first baseman Doug Mientkiewicz in this trade. They won the wild card to earn a place in the post-season for the second year in a row. In the divisional round of the playoffs, the Red Sox faced the second-seeded Anaheim Angels in a best-of-five series. They won Game 1 largely thanks to a 7-run 4th inning, and went on to sweep the series. In the 7th inning of Game 3, with the Red Sox leading by 4, Vladimir Guerrero tied the game for the Angels with a grand slam. However, David Ortiz won the series with a game-winning home run in the 10th. In the American League Championship Series, the Red Sox lost the first three games against the top-seeded New York Yankees, including a 19–8 drubbing in Game 3, and were trailing 4–3 in Game 4 when they began the 9th inning. Kevin Millar was walked by Yankees closer Mariano Rivera. Dave Roberts then came into the game to pinch run for Millar and stole second base. Mueller then singled to enable him to tie the game. Another game-winning home run by Ortiz won the game 6–4 for the Red Sox in the 12th inning. Ortiz' single in the 14th inning of Game 5 scored the winning run for the Red Sox, in what was, then, the longest post-season game in baseball history. Despite having a dislocated ankle tendon, Schilling started Game 6 for the Red Sox. He pitched for seven innings, and allowed just one run, during which time his sock became soaked in blood. In the eighth inning, Yankees third baseman Rodriguez slapped a ball out of pitcher Arroyo's hand, allowing the Yankees to score a run. However, after a discussion the umpires called Rodriguez out for interference and canceled the run. Fans then threw debris onto the field in protest and the game was stopped for ten minutes. The Red Sox won the game 4–2 and became the first baseball team to ever force a Game 7 after having been down 3 games to none. A 10–3 win in Game 7 brought the Red Sox to the World Series for the first time in 18 years. ### St. Louis Cardinals Having failed to make the playoffs the season before, and with their division rivals (the Chicago Cubs and Houston Astros) expected to be strong, the Cardinals were generally expected to finish 3rd in the National League Central. However, strong offensive seasons from Albert Pujols, Scott Rolen, and Jim Edmonds—during which they each hit more than 30 home runs and 100 runs batted in (RBI)—helped them to lead the league in runs scored. They also allowed the fewest runs of any team in the league. Four of their starters recorded at least 15 wins and closer Jason Isringhausen recorded a league-best 47 saves. They added outfielder Larry Walker in August and finished the regular season with the best win–loss record in the league at 105-57. The top-seeded Cardinals faced the \#3 seed Los Angeles Dodgers in the divisional round of the playoffs. Five home runs in Game 1 and no runs allowed by the bullpen in Game 2 helped the Cardinals to win the first two games. A complete game by Dodgers pitcher José Lima enabled the Dodgers to force a Game 4, during which a home run by Pujols won the series for the Cardinals. In the National League Championship Series, the Cardinals faced the \#4 seed Houston Astros and won the first two games in St. Louis. However, the Astros tied the series in the next two games in Houston, before a combined one-hitter by Astros pitchers Brandon Backe and Brad Lidge gave them the series lead. An RBI single by Jeff Bagwell in the 9th inning of Game 6 tied the game and forced extra innings. In the 12th, Edmonds won the game for the Cardinals with a walk-off home run. Trailing in the sixth inning of Game 7, a game-tying RBI double by Albert Pujols followed by a Scott Rolen two-run home run and then an RBI single by Larry Walker in the 8th inning helped the Cardinals to a 5–2 win and their first World Series berth in 17 years. By reaching the World Series with the Cardinals, Tony La Russa became the sixth manager to win pennants in both leagues. This was after La Russa had managed the Oakland Athletics to three straight pennants between 1988 and 1990 and winning the 1989 World Series. He would attempt to join Sparky Anderson as the only men to have managed teams to World Series championships in both leagues. He wore \#10 in tribute to Anderson (who wore 10 while manager of the Cincinnati Reds) and to indicate he was trying to win the team's 10th championship. ## Series build-up The series was heavily discussed and analyzed by the American media prior to it beginning. The Star-News of Wilmington, North Carolina, compared the Red Sox and Cardinals position by position and concluded that the Cardinals were stronger in eight positions, the Red Sox in four and both teams even in one. They predicted that the Cardinals would win the series in seven games. Andrew Haskett of E-Sports.com gave high praise to the two teams' starting pitchers but also said that the Cardinals "took a serious blow" when Chris Carpenter was forced out of the series due to an injury to his arm. He also pointed out the ability of both teams to hit home runs, especially in the case of the Red Sox's David Ortiz and the Cardinals' Albert Pujols, Scott Rolen and Jim Edmonds. While he praised the Red Sox defense, he called the Cardinals "one of the best defensive teams to ever walk onto a baseball field". Ultimately he concluded that the series would be close and that the Red Sox would win it. John Donovan of Sports Illustrated praised both teams for how unexpected their reaching the World Series was, saying that they were "not supposed to be here". He also called the series a "blast from the past" because both teams were very old franchises and had twice previously met in the World Series. In a breakdown of how the two teams matched up, he concluded that the edge was with the Red Sox in pitching and the Cardinals in defense and batting. Ultimately he concluded that Schilling and Martinez would be the "key to [the] Series" and that the Red Sox would win in six games. Jim Molony of MLB.com, said he expected the series to play out very differently from the last time the two teams met in the World Series in . This was because both team offenses had been some of the best in the league during the season, while pitching had been very dominant in 1967. Dan Shaughnessy of The Boston Globe said that "Bally's in Las Vegas set the Red Sox as 8–5 favorites to win the Series" and that there was "some sentiment in St. Louis that the NL champions have been disrespected". but also that Red Sox General Manager Theo Epstein "Did not want to dis[respect] the Cardinals". Shaughnessy also quoted Schilling as having said: "There's a lot of good players in that [visitors] clubhouse over there. This isn't the time for us to be thinking about history. If we get three wins and 26 outs into the fourth win, I'm pretty sure it will hit us." Before the series began, Shaughnessy wrote a piece saying that although the Red Sox had beaten the Yankees, the series needed to be won, as it was the only way the Curse of the Bambino, which he had publicized based on the book of the same title in 1990, would end, and demeaning chants of "1918!" would no longer echo at Yankee Stadium. During the series, he wrote a piece about how much people in New England were thinking about loved ones who had spent their entire lives rooting for the Red Sox, hoping that one day, they would see their Red Sox win a World Series. Both teams had lost in their previous World Series appearances in seven games. The Red Sox lost to the New York Mets in , while the Cardinals lost in to the Minnesota Twins. The Cardinals and Red Sox had not won the World Series since and respectively. When the two teams had previously played each other in the and 1967 World Series, the Cardinals won both series in seven games. Having won the All-Star Game, the AL had been awarded home-field advantage, which meant the Red Sox had the advantage at Fenway Park in four of the seven games in the series. ## Summary ## Matchups ### Game 1 Local band Dropkick Murphys performed "Tessie", and a moment of silence was observed to remember local student Victoria Snelgrove, who had been accidentally killed by police two days earlier as Sox fans had celebrated winning the American League pennant. Steven Tyler, the lead singer of Aerosmith, another local band, performed "The Star-Spangled Banner" and Red Sox legend Carl Yastrzemski threw the ceremonial first pitch. Kelly Clarkson sang "God Bless America" during the seventh-inning stretch. Tim Wakefield made his first start of the 2004 postseason for the Red Sox, becoming the first knuckleball pitcher to make a World Series start since 1948, while Woody Williams, who had won his previous two starts in the post-season, was the Cardinals' starting pitcher. In the bottom of the first inning, Williams gave up a lead-off double to Johnny Damon, and then hit Orlando Cabrera in the shoulder with one of his pitches. After Manny Ramírez flied out, Ortiz hit a three-run home run in his first-ever World Series at bat. Kevin Millar then scored by virtue of a single by Bill Mueller to put the Red Sox up 4–0. The Cardinals scored one run in both the second and third innings on a sacrifice fly by Mike Matheny to score Jim Edmonds and a home run to right field by Walker, respectively. However, in the bottom of the third, the Red Sox scored three runs after seven consecutive batters reached base, giving them a five-run lead. Dan Haren came in from the Cardinals' bullpen to replace Williams during the inning. In the top of the fourth inning, Bronson Arroyo was brought in to replace Wakefield after he had walked four batters. Those walks, combined with a throwing error by Millar and a passed ball by Doug Mirabelli, allowed the Cardinals to reduce the lead to two runs. In the sixth inning, So Taguchi reached first on an infield hit and was allowed to advance to second when Arroyo threw the ball into the stands. Doubles by Édgar Rentería and Walker tied the game at seven. In the bottom of the seventh inning, Ramírez singled with two men on base, and a poor throw by Edmonds allowed Mark Bellhorn to score. Ortiz then hit a line drive that appeared to skip off the lip of the infield and hit Cardinals' second baseman Tony Womack with "considerable force". Womack immediately grabbed his clavicle as a second Red Sox run scored. He was attended to once play had ended and replaced by Marlon Anderson. A precautionary X-ray revealed that there was no damage. In the top of the eighth inning, with one out and two men on base, Red Sox closer Keith Foulke came in to pitch. Rentería singled towards Ramírez in left field, who unintentionally kicked the ball away, allowing Jason Marquis to score. Walker also hit the ball towards Ramírez in the next at bat. Ramírez slid in an attempt to try to catch the ball, but tripped and deflected the ball for his second error in two plays, and the fourth Red Sox error in the game. Roger Cedeño scored on the play to tie the game at nine. In the bottom of the eighth inning, however, Jason Varitek reached on an error, and Bellhorn then hit a home run off the right field foul pole, also known as Pesky's Pole, for his third home run in as many games to give the Red Sox a two-run lead. In the ninth inning, Foulke struck out Cedeño to win the game for the Red Sox 11–9. With a total of 20 runs, it was the highest scoring opening game of a World Series ever. With four RBI, Ortiz also tied a franchise record for RBI in a World Series game. Walker, making his World Series debut in Game 1, collected four hits in five at bats with a home run and two doubles. His four-hit outing tied a Cardinals World Series record, becoming the seventh overall and first to do so since Lou Brock in 1967, also against Boston. ### Game 2 Boston native James Taylor performed "The Star-Spangled Banner" before Game 2 and singer Donna Summer, also a Boston native, performed "God Bless America" during the seventh-inning stretch. The ceremonial first pitch was thrown by the surviving three members of the famous Red Sox quartet that had faced the Cardinals in 1946: Bobby Doerr, Dom DiMaggio and Johnny Pesky (Ted Williams had died two years earlier). Despite having a torn tendon in his right ankle, similar to Game 6 of the ALCS against the Yankees, Schilling started Game 2 for the Red Sox. Schilling had four stitches in the ankle the day before, causing him "considerable discomfort". He was not sure on the morning of Game 2 if he would be able to play, but after one of the stitches was removed, he was treated with antibiotics and was able to pitch. Morris started for the Cardinals on three days' rest (one day fewer than is orthodox rest for a starting pitcher). In the first inning, Albert Pujols doubled with two out, and Scott Rolen hit a line drive towards Mueller, who caught it to end the inning. Morris walked Ramírez and Ortiz in the bottom of the inning. Varitek then tripled to center field to give the Red Sox a 2–0 lead. In the fourth inning, Pujols doubled again and was able to score on an error by Mueller. The Red Sox also scored in the bottom of the inning when Bellhorn doubled to center with two runners on base, to give them a three-run lead. Cal Eldred came in to relieve Morris in the fifth inning, after he had walked the leadoff hitter, having already given up four runs in the previous four innings. Mueller committed his World Series record-tying third error of the game, in the sixth inning; however, the Cardinals failed to capitalize. In the bottom of the inning, Trot Nixon led off with a single to center, and two more singles by Johnny Damon and Orlando Cabrera enabled two more runs to score to make it 6–1. After six innings of allowing no earned runs – which gave him a total of 13 innings against the Yankees and Cardinals with only one earned run allowed on a torn ankle tendon – Schilling made way for Alan Embree, who pitched a scoreless seventh. Mike Timlin replaced Embree in the eighth, in which a sacrifice fly by Scott Rolen reduced the Red Sox lead to four. Keith Foulke then came in to strike out Jim Edmonds to end the inning and also pitched the ninth to end the game. For the second game in a row, the Red Sox won despite committing four fielding errors. With the win, Schilling became only the fifth pitcher to ever win a World Series game with a team from both leagues, having previously done it with National League teams, the Philadelphia Phillies in 1993, and the Arizona Diamondbacks in 2001. He later donated the bloody sock he wore during the game to the Baseball Hall of Fame museum. Much of the blame for the Cardinals' losses in the first two games was directed at the fact that Rolen, Edmonds and Reggie Sanders, three of the Cardinals' best batters, had combined for one hit in 22 at-bats. ### Game 3 Seattle Mariners designated hitter Edgar Martínez was presented with the 2004 Roberto Clemente Award, having announced his retirement one month before. The ceremonial first pitch was thrown by arguably the Cardinals' best-ever position player, Stan Musial, and caught by arguably their best-ever pitcher, Bob Gibson. "The Star-Spangled Banner" and "God Bless America" were sung by country music singer Martina McBride and singer–songwriter Amy Grant respectively. During the game, a sign for the fast-food restaurant Taco Bell that measured 12 by 12 feet (3.7 m × 3.7 m) and read "Free Taco Here", was hung approximately 420 feet (130 m) from home plate, over the left-center field bullpen. Taco Bell promised that, if the sign was hit by a home run ball, they would give a free "Crunchy Beef Taco" to everyone in the United States. Once again, the Red Sox took the lead in the first inning when Ramírez hit a home run off former Red Sox pitcher Jeff Suppan. Pedro Martínez was the starting pitcher for the Red Sox, and in the bottom of the first inning, he allowed the Cardinals to load the bases with one out. Edmonds then hit a fly ball towards Ramírez in left field, who caught it on the run and threw to catcher Jason Varitek at home plate. Varitek tagged out Walker, who was attempting to score from third, ending the inning. In the bottom of the third inning, the Cardinals had two runners on base with no one out. Walker hit a ground ball towards first base, and Cardinals third base coach José Oquendo signalled to Suppan on third to run to home plate. However, halfway towards home, Suppan "suddenly stopped". Édgar Rentería, who had been running from second base towards third, was forced to return to second when he saw Suppan had stopped. After stepping on first base, David Ortiz began moving toward Suppan, who had turned back toward third, Ortiz threw to third baseman Mueller, who tagged Suppan out. After the next batter, Albert Pujols, grounded to Mueller, the inning ended. Trot Nixon extended the Red Sox lead to two in the top of the fourth, hitting a single to right field that scored Mueller, who had started the rally with a two-out double to left-center. Johnny Damon then led off the Red Sox's fifth inning with a double to right. Singles by Orlando Cabrera and Ramírez, to right and left respectively, scored Damon to make it 3–0. With two out, Mueller singled along the first base line, enabling Cabrera to score the Red Sox's fourth run. Suppan was replaced by Al Reyes, which meant none of the Cardinals three starting pitchers had finished five innings during the series. Mike Timlin relieved Martinez in the bottom of the eighth inning. He finished with six strikeouts, three hits allowed and retired the last 14 batters he faced. The Cardinals avoided a shutout when Walker hit a home run to center field off Foulke in the ninth inning, but Foulke retired the other three batters he faced in the inning to secure the win for the Red Sox 4–1. On the same day the Red Sox won Game 3, The Boston Globes Dan Shaughnessy wrote that, as this win brought the Red Sox on the verge of winning a World Series, he wondered how many people in New England were thinking about loved ones who had spent their entire lives rooting for the Red Sox and hoping that one day, they would see the Red Sox win a World Series. ### Game 4 Country music singer Gretchen Wilson, a lifelong Cardinals fan, performed "The Star-Spangled Banner". Creed lead singer Scott Stapp sang "God Bless America" during the seventh-inning stretch. Barry Bonds and Manny Ramírez received the Hank Aaron Award for the National and American Leagues, respectively. Former Cardinals players Lou Brock and Red Schoendienst threw out ceremonial first pitches along with Rashima Manning, from the Herbert Hoover Boys & Girls Clubs of America. A lunar eclipse was visible during the game – the first lunar eclipse to take place during a World Series game. The game was also played on the 18th anniversary of Game 7 of the 1986 World Series, which the Red Sox had lost at Shea Stadium to the New York Mets, despite taking a 3–0 lead into the sixth inning. Damon hit a home run to right field in the first at-bat of the game on a 2–1 count to give the Red Sox the lead in the first inning for the fourth straight game; it proved to be the game-winning run. Ramírez singled in the third inning to give him a hit in 17 consecutive postseason games. Doubles to right by David Ortiz and to center by Trot Nixon, who narrowly missed a grand slam after swinging on a 3–0 count, scored two more runs for the Red Sox to give them a three-run lead. Cardinals starter Jason Marquis went six innings and allowed just the three runs. Marquis was the only Cardinal pitcher who went past five innings. In the top of the eighth, Mueller led off with a single to right and Nixon followed with his third double of the game. Jason Isringhausen came in to pitch for the Cardinals with the bases loaded and nobody out, and was able to finish the inning without allowing a run to score. Kevin Millar pinch hit for the Red Sox starting pitcher Derek Lowe during this inning. It was the third straight game in which the Red Sox starting pitcher had not allowed an earned run. Red Sox closer Foulke came in to pitch the bottom of the ninth. Pujols led off the inning by hitting a single through Foulke's legs and into center field. After Foulke induced Rolen into a fly out and struck out Edmonds, Pujols took second base, but no stolen base due to fielder's indifference. Édgar Rentería then hit a ground ball that bounced back to Foulke on the mound. Foulke threw it underhand to Doug Mientkiewicz at first base to end the game, and the Red Sox drought. The series win was the Red Sox's first title in 86 years. They were also the fourth team to win a World Series without trailing in any of the games in the series, and the seventh to win it having previously been three outs away from elimination. With the win, pitcher Lowe became the first pitcher to ever win three series-clinching games in a single postseason having also won Game 3 of the ALDS against the Angels and Game 7 of the ALCS against the Yankees. Although the series was won in St. Louis, 3,000 Red Sox fans were present at the game, and many stayed after the final out to celebrate with the team, including going on the field when the team came back out of their dugout with the World Series trophy. Ramírez, who was named the Most Valuable Player (MVP) of the series, said afterwards "I don't believe in curses, I believe you make your own destination. [sic]" Kevin Millar said that it was important to finish off the Cardinals in four and not let it go to a fifth game given the team's history. The Cardinals offense struggled to find spark in the final three games. Pujols, Rolen, and Edmonds, the normally fearsome 3-4-5 hitters for the Cardinals, were six-for-45 with one RBI. The club batted .190 with a .562 OPS overall. Walker was one of very few exceptions, batting .357 with a 1.366 OPS. His two home runs accounted for the only two home runs hit by the entire Cardinals team. In the 2004 postseason, Walker scored 21 percent (14 of 68) of Cardinal runs. ## Composite line score 2004 World Series (4–0): Boston Red Sox (A.L.)''' beat St. Louis Cardinals (N.L.). ## Broadcasting The series was broadcast by Fox, and the announcers were Joe Buck and Tim McCarver. Jeanne Zelasko covered the pre-game build up to all four games and the presentation of the World Series trophy. An average of 23.1 million people watched Game 1. This was the highest television ratings for the opening game of a World Series in five years and had the highest average number of viewers since 1996. It was also the highest rated broadcast on any network in the past ten months. The ratings for the first two games were also the highest average since 1996, and the average for the first three games was the highest since 1999. Game 3 had the highest average number of viewers with 24.4 million, since 1996 when 28.7 million watched the Atlanta Braves and New York Yankees. It was also the Fox network's highest rating for a Game 3 of a World Series ever. Game 4 posted an 18.2 national rating giving the series an overall average of 15.8. This was the highest average in five years, and the average number of viewers of 25.4 million was the highest since 1995. In terms of local radio, Joe Castiglione and Jerry Trupiano called the series for WEEI in Boston while Mike Shannon and Wayne Hagin announced for KMOX in St. Louis. ## Aftermath With the win coming eight months after the New England Patriots victory in Super Bowl XXXVIII, the event made Boston the first city to have a Super Bowl and World Series winner in the same year since Pittsburgh in 1979. A number of players from both teams won awards for their performances during the season. Manny Ramírez won the Hank Aaron Award and, along with Albert Pujols, a Silver Slugger Award, while Gold Glove awards were won by Mike Matheny, Scott Rolen and Jim Edmonds. The American sports magazine Sports Illustrated honored the Red Sox with their Sportsman of the Year award a month later, making them the first professional team to ever win the award. For pitcher Curt Schilling, it was the second time he had won the award, having shared it with then-Arizona Diamondbacks teammate Randy Johnson in 2001. This World Series win by the Red Sox continued a history of Boston teams beating St. Louis teams to win championships. Previously, in Super Bowl XXXVI, the New England Patriots had upset the St. Louis Rams' "Greatest Show on Turf" to win their first Super Bowl and herald a dynasty led by Tom Brady and Bill Belichick, the Boston Bruins had swept the St. Louis Blues in the 1970 Stanley Cup Finals (with Game 4 being remembered for Bobby Orr's Cup-winning overtime goal that sent him flying), and the Boston Celtics – when Bill Russell was still just a rookie – had beaten the St. Louis Hawks to win their first NBA championship in . With championship showdowns between teams from Boston and St. Louis seen in Major League Baseball, the NFL, NBA and NHL, it is the only showdown between teams from two specific locations, that has been seen in each of these four leagues. St. Louis would finally end Boston's dominance against them when the St. Louis Blues defeated the Boston Bruins in the 2019 Stanley Cup Finals. ### Red Sox The Red Sox's win in the World Series ended the "Curse of the Bambino", which supposedly had afflicted the team ever since the Red Sox sold Babe Ruth to the New York Yankees in 1919. Pitcher Derek Lowe and other players said that the team would no longer hear "1918!" at Yankee Stadium ever again. Kevin Millar said to all Red Sox fans: "We wanted to do it so bad for the city of Boston. To win a World Series with this on our chests, it hasn't been done since 1918. So rip up those '1918!' posters right now." Members of previous Red Sox teams who had fallen short immediately acclaimed the 2004 team, including Pesky – who had been the shortstop responsible for a fatal checking error that had allowed the Cardinals' Enos Slaughter to complete his "Mad Dash" to score the winning run in Game 7 at the old Sportsman's Park in 1946. Pesky watched the game from the visiting clubhouse and was immediately embraced by Millar, Wakefield, Schilling and others as a living representative of those previous teams as he joined the celebrations. It also added to the recent success of Boston-area teams, following the Patriots wins in Super Bowls XXXVI and XXXVIII. With the Patriots having won Super Bowl XXXVIII the previous February, the Red Sox winning the World Series marked the first time since 1979 that the same city had a Super Bowl and World Series winner in the same year – the last city to accomplish the feat had been Pittsburgh, when the Steelers and Pirates had won Super Bowl XIII and the World Series respectively. The city would go on to record a decade of sports success from 2001 to 2011 with seven championships in the four major North American sports leagues (MLB, the NFL, the NBA and the NHL), including one in each league after the Patriots won two more Super Bowls, the Celtics won the 2008 NBA championship and the Bruins won the Stanley Cup in 2011. Following the Bruins winning the 2011 Stanley Cup Finals, Boston Globe columnist Dan Shaughnessy ranked all seven championships and chose the Red Sox' 2004 World Series win as the greatest Boston sports championship during the ten-year span. Red Sox Manager Terry Francona became the third manager in four years to win a World Series in his first year as manager, following Bob Brenly of the 2001 Arizona Diamondbacks and Jack McKeon of the 2003 Florida Marlins. Massachusetts US Senator, Boston resident and future Secretary of State John Kerry, who had been named Democratic presidential nominee in Boston that summer, wore a Red Sox cap the day after the series ended. He also said that the Red Sox had "[come] back against all odds and showed America what heart is". His Republican opponent, incumbent President George W. Bush, made a phone call from the White House to congratulate the team's owner John W. Henry, president Larry Lucchino and manager Terry Francona. The team also visited Bush at the White House the following March, where he gave a speech honoring their presence, in which he asked "what took [them] so long?" A future Presidential candidate, Mitt Romney, at the time Massachusetts Governor, ceremonially helped remove the Reverse Curve road sign on Storrow Drive that had been famously spray-painted to read "Reverse the Curse" as a further marking of the end of the Curse. The day after the Red Sox win, the Boston Globe more than doubled its daily press run, from 500,000 to 1.2 million copies, with the headline, "YES!!!" right across the front page. The Red Sox held their World Series victory parade on the following Saturday, October 30. The team was transported around on 17 duck boats equipped with loudspeakers so the players could talk to the spectators. Due to large interest in the parade, it was lengthened by officials the day before to include the Charles River, so that fans could watch from the Boston and Cambridge river banks. The parade did not however, include a staged rally. The parade began at 10 a.m. local time at Fenway Park, turned east onto Boylston Street, then west onto Tremont Street and Storrow Drive before entering the river. One of the lanes on Massachusetts Avenue had to be closed to accommodate members of the media filming the parade as it passed under the Harvard Bridge. Ramírez was handed a sign by one of the spectators part of the way through the parade, which read, "Jeter is playing golf today. This is better!" He held on to this sign for the rest of the parade, in a similar way to what Tug McGraw said after the Philadelphia Phillies won the 1980 World Series. Over three million people were estimated to have attended the parade, making it the largest gathering ever in the city of Boston. The Red Sox were presented with their World Series rings on April 11, 2005, at a ceremony before the team's first home game of the 2005 season. Former Red Sox players Bobby Doerr, Dom DiMaggio, Johnny Pesky, and Carl Yastrzemski were all present, as were the Boston Symphony Orchestra and the Boston Pops Orchestra. During the ceremony, five red pennants were first unfurled at the top of the Green Monster, showing the years of each of the Red Sox' previous World Series wins. A much larger banner was unfurled that covered the entire wall and read "2004 World Series Champions". James Taylor, himself a Boston native and a Red Sox fan, performed "America the Beautiful", and 19 members of the United States Army and Marine Corps who had fought in the Iraq War walked onto the field. Moments of silence were held to honor the deaths of Pope John Paul II, who had died nine days earlier, and former Red Sox relief pitcher, Dick Radatz. The rings were handed out by the team's owner, John W. Henry. Former Red Sox players Lowe and Dave Roberts, who had joined the Los Angeles Dodgers and San Diego Padres respectively during the off-season, were also present to collect their rings. The ceremony, which lasted around an hour, ended with stars from other Boston sports teams, including the Celtics' Bill Russell, the Bruins' Bobby Orr and the Patriots' Tedy Bruschi and Richard Seymour, throwing ceremonial first pitches. The presence of Bruschi and Seymour made evident the recent success of Boston-area teams. The day after the Red Sox won the Series, Shaughnessy and the rest of the news media said of the Red Sox home opener: "The team in the third-base dugout? The New York Yankees, Sweet." In a sign of respect, the Red Sox rivals came to the top step of the visitors dugout and gave the Red Sox a standing ovation. The Fenway Park crowd burst into cheers when Yankees pitcher Mariano Rivera was introduced, breaking from the tradition of fans booing opposing players, due to him having blown save opportunities in Games 4 and 5 of the 2004 ALCS. Rivera was a good sport about it and laughed while waving his arms in mock appreciation of the fans. The following August, Simon & Schuster published Faithful, a book which collected e-mails about the Red Sox between American writers and Red Sox fans Stephen King and Stewart O'Nan during the 2004 season. In March 2005, Houghton Mifflin Company published Reversing the Curse, a book by Shaughnessy, author of the bestselling The Curse of the Bambino, chronicling the 2004 Red Sox season. ESPN's Bill Simmons published Now I Can Die In Peace, a collection of his columns with updated annotations and notes, including columns for each of the last four games of the ALCS and each World Series game – with Game 4 being a running diary. The Farrelly Brothers altered the ending of their 2005 film Fever Pitch'' – which includes appearances by Damon, Nixon and Varitek – to coincide with the actual end of the series. They and their crew, plus stars Drew Barrymore and Jimmy Fallon, flew to St. Louis and Barrymore and Fallon attended Game 4 in character, complete with the two of them running onto the field at Busch Stadium and kissing once the final out was made. On May 28, 2014, the team reunited at Fenway Park as the Red Sox celebrated the 10-year anniversary of the historic championship as they hosted the Atlanta Braves. Ramirez threw out the first pitch to Varitek but was cut off by Damon in a reversal of Ramirez once cutting off Damon's throw from center field during a game. ### Cardinals On the Cardinals' side, the media expressed disappointment at the team's failure to win a game in the Series after recording the team's best regular season in over 60 years. Many reporters believed that the Cardinals had not played up to their usual standard, and much of the blame was directed at Rolen, Edmonds and Reggie Sanders, three of the Cardinals' best hitters, who had combined for one hit in 39 at bats in the series. It also marked the last time that Busch Memorial Stadium would host a World Series. The Cardinals moved to the new Busch Stadium in their championship season of , which was their first since . ### 2005 season and beyond Both the Red Sox and Cardinals made the playoffs the following season. The Red Sox lost to the eventual champions the Chicago White Sox, in the American League Division Series, who would go on to end their own curse in the Curse of the Black Sox. The Cardinals, in a repeat meeting of the previous season's National League Championship Series, lost to the Houston Astros. However, the city of Boston would see more success when the New England Patriots won Super Bowl XXXIX, three months after the Red Sox won the World Series, giving the greater Boston area its third championship in 12 months, making it the first time since 1980 that any city had two Super Bowl winners and a World Series winner in a period of the same length. Both teams also won one of the next three World Series in successive years; the Cardinals, as noted above, in , beating the Detroit Tigers in five games, becoming the first team since the New York Yankees in , to win a World Series championship in their first season in a new stadium (which the Yankees themselves would also do in ). Tony La Russa would achieve the distinction that he could not achieve in 2004 of managing World Series winners in both leagues. He would continue to wear number 10 to pay tribute to Sparky Anderson afterwards. The Red Sox won the World Series the following year, sweeping the Colorado Rockies in four games. Tom Werner, chairman of the Red Sox, and team president Larry Lucchino said that the 2004 championship was "for the parents and grandparents who had suffered through the Curse of the Bambino", while 2007 was "for children, grandchildren, and for Red Sox Nation". Both teams would meet again in the 2013 World Series, with the Red Sox winning the championship in six games. It was the first time Boston clinched the World Series at its home field, Fenway Park, since 1918. Boston would win an additional title in 2018 when they defeated the Los Angeles Dodgers 4 games to 1. Twelve years after this World Series, the Chicago Cubs would end their own championship drought at 108 years, defeating the Cleveland Indians in seven games. In doing this, Theo Epstein is now credited with helping to end two of the most famous curses in all of professional sports. Coincidentally, the losing manager in that year's World Series was Terry Francona, who had managed the Red Sox to both the 2004 and 2007 championships. In the 2021 National League Division Series, 2004 Red Sox members faced off against each other as managers, as Dave Roberts' Los Angeles Dodgers beat Gabe Kapler's San Francisco Giants in five games. ## See also - 2004 Japan Series
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Dresden Triptych
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Painting by Jan van Eyck
[ "1437 paintings", "Collections of the Gemäldegalerie Alte Meister", "Doves in art", "Paintings by Jan van Eyck", "Paintings depicting Michael (archangel)", "Paintings of the Madonna and Child", "Triptychs" ]
The Dresden Triptych (or Virgin and Child with St. Michael and St. Catherine and a Donor, or Triptych of the Virgin and Child) is a very small hinged-triptych altarpiece by the Early Netherlandish painter Jan van Eyck. It consists of five individual panel paintings: a central inner panel, and two double-sided wings. It is signed and dated 1437, and in a permanent collection of the Gemäldegalerie Alte Meister, Dresden, with the panels still in their original frames. The only extant triptych attributed to van Eyck, and the only non-portrait signed with his personal motto, ALC IXH XAN ("I Do as I Can"), the triptych can be placed at the midpoint of his known works. It echoes a number of the motifs of his earlier works while marking an advancement in his ability in handling depth of space, and establishes iconographic elements of Marian portraiture that were to become widespread by the latter half of the 15th century. Elisabeth Dhanens describes it as "the most charming, delicate and appealing work by Jan van Eyck that has survived". The paintings of the two outer wings become visible when the triptych is closed. They show the Virgin Mary and Archangel Gabriel in an Annunciation scene painted in grisaille, which because of their near-monochrome colouring give the impression that the figures are sculpted. The three inner panels are set in an ecclesiastical interior. In the central inner panel Mary is seated and holds the Christ Child on her lap. On the left hand wing Archangel Michael presents a kneeling donor, while on the right St. Catherine of Alexandria stands reading a prayer book. The interior panels are outlined with two layers of painted bronze frames, inscribed with mostly Latin lettering. The texts are drawn from a variety of sources, in the central frames from biblical descriptions of the assumption, while the inner wings are lined with fragments of prayers dedicated to saints Michael and Catherine. The work may have been intended for private devotion, perhaps as a portable altarpiece for a migrant cleric. That the frames are so richly decorated with Latin inscriptions indicates the donor, whose identity is lost, was highly educated and cultured. Because of a lack of surviving documentary evidence on commissions of 15th century-Northern painting, the identities of donors are often established through evidence gathered by modern art historians. In this work, damaged coats of arms on the borders of the interior wings have been identified with the Giustiniani of Genoa – an influential albergo active from 1362 – who established trade links with Bruges as early as the mid-14th century. ## Provenance and attribution The Dresden Triptych was probably in the possession of the Giustiniani family in the mid- to late-15th century. It is mentioned in a May 10, 1597 record of a purchase by Vincenzo Gonzaga, Duke of Mantua, and was then sold with the Gonzaga Collection to Charles I of England in 1627. After Charles's fall and execution, the painting went to Paris and was owned by Eberhard Jabach, the Cologne-based banker and art dealer for Louis XIV and Cardinal Mazarin. A year after Jabach's death in 1695, it passed to the Elector of Saxony, and next appears in a 1754 inventory of the Dresden Collection, attributed to Albrecht Dürer, until the German historian Aloys Hirt in 1830 established it as a van Eyck. In the mid-19th century the Dresden catalogues first attribute it to Hubert van Eyck (d. 1426) and a few years later to Jan. Van Eyck signed, dated and added his motto to the central panel, a fact only discovered when the frame was removed in the course of a mid-20th century restoration, and confirmed with the 1959 discovery of the signature which is placed along with the words IOHANNIS DE EYCK ME FECIT ET C[OM]PLEVIT ANNO D[OMINI] MCCCCXXXVII.ALC IXH XAN ("Jan Van Eyck Made And Completed Me In The Year 1437. As I Can"). The word "completed" (complevit) may suggest the completion date, but as master painters of the era typically had workshops to assist on major works, the wording can be seen as aggressively socially ambitious; perhaps an arrogant master painter indicating his workshop assistants had little material involvement in the panels, and that he was primarily responsible for its design and execution. This view is reinforced by the fact that it is the only non-portrait to contain van Eyck's motto, ALC IXH XAN. Until the discovery of the signature the piece was variously dated to an early piece from the 1420s to his later period in the late 1430s. Because the panels are so definitely attributed they are often used as a touchstone to date van Eyck's other works; there are a number of evident stylistic developments, including the type of stained glass windows and mouldings around the arcades, and his ability at handling perspective, which can be used to determine if other works at least pre-date the triptych. The central panel has often been compared to his unsigned and undated Lucca Madonna of c. 1436. That work echoes the central panel of the Dresden triptych in a number of aspects, including the dark green canopy, the figuration and positioning of Mary, her heavily-folded dress, the orange and brown pigments of the floor, the geometric carpet and the wooden carvings. The Lucca Madonna is thought to be a portrait of the artist's much younger wife, Margaret. ## Description The work measures 33 by 27.5 centimetres (13.0 in × 10.8 in) including the frames. Given this miniaturist scale, the triptych probably functioned as a portable devotional piece, or altare portabile. Members of the upper-classes and nobility acquired these through papal dispensation, to use during travel and typically during pilgrimage. Van Eyck's patron and employer Philip the Good owned at least one portable triptych of which fragments survive. The three inner panels comprise a typical sacra conversazione, a form established in Italy in the latter half of the 14th century with a patron saint presenting the donor, usually kneeling, to an enthroned "Deity or Mother of God". John Ward believes the rich and complex iconography and symbolic meaning van Eyck employed in his religious panels served to highlight the co-existence the artist saw between the spiritual and material worlds. In his earlier paintings, subtle iconographical features – referred to as disguised symbolism – are typically woven into the work, as "relatively small, in the background, or in the shadow [details]". These elements include the apparition of the Virgin before the donor, whose panel contains carvings that seem to be reflective of events of his life. In his religious panels after 1436, van Eyck's reliance on iconographical or symbolic elements is greatly reduced. Ward speculates the reduced size of the work or the wishes of the commissioner influenced this choice, or he "decided that he had exhausted the most interesting possibilities and ... much of his carefully planned symbolism went unappreciated by patrons or by viewers." According to Jacobs, the work reflects a system of symbolism in so far as heavenly and earthly objects are juxtaposed. This is most evident in the disparity between the monochromatic exterior and vivid inner panels. ### Frames The triptych retains its original frames, which are both ornate and serve to protect the piece from the effects of light and smoke during travel and when in situ. The inner frames have recessed mouldings and are carved with gilded inscriptions, and the top corners of the two wing panels each bear a carved set of coat of arms. The lettering and phrases in Latin serve a dual purpose. They are decorative, similar to margins in medieval manuscripts, and set the context for the imagery; van Eyck would have expected the viewer to contemplate text and imagery in unison. Writing about Early Netherlandish triptychs, Jacobs says the inscriptions serve to distinguish and separate between the worldly and spiritual spheres, with the panels showing earthly images while the inscriptions on the frames act as reminder of heavenly influence. The letterings reinforce the duality between the earthly and heavenly, with St. Catherine's a reminder of ascetic piety while the figure herself is depicted in sumptuous garments and jewels. The inscriptions on the central panel are fragments from the Book of Wisdom (7:26 and 7:29), and Ecclesiastes (24: 23–24). Those on the wing panels are taken from texts referring directly to the two saints. ### Inner panels #### Virgin and Child In the central panel, the Virgin and Child are enthroned in a church nave within a columned basilica running on either side. The columns are painted using a variety of dark red, orange and grey pigments, a colour scheme which Peter Heath describes as lending to a "sense of airy silence". The throne is positioned on a dais, before a lavishly detailed oriental carpet lying on a similarly geometrically designed tiled floor. The arms of the canopied throne and the arches to either side contain carved or sculptured figures, including tiny representations of Isaac, and David and Goliath, although art historian Antje Maria Neuner reads this carving as showing Jephthah sacrificing his daughter. Mary wears a richly embroidered and as is typical for van Eyck, voluminous red robe, which effectively serves as a cloth of honour. The robe is placed over a blue square-cut underdress edged with a jewelled border. In van Eyck's Marian paintings, he almost always clothes her in red writes Pächt, which makes her seem to dominate the space. The Christ Child is naked and holds towards the donor a banderole adorned with a phrase from the Gospel of Matthew (11:29), DISCITE A ME, QUIA MITIS SUM ET HUMILIS CORDE ("Learn of me, for I am meek and lowly in heart"). Mary's presence in the church is symbolic; she and the child occupy the area where the altar would normally be situated. Like van Eyck's two other late Madonna portraits (Virgin and Child with Canon van der Paele of 1436 and Madonna in the Church of c. 1438–40), Mary is unrealistically large and out of proportion to her surroundings. This reflects the influence of 12th- and 13th-century Italian artists such as Cimabue and Giotto, who in turn drew on the tradition of monumental depictions of Mary from Byzantine icons. According to Lorne Campbell, Mary is presented as if about to "rise from her throne and advance into the same plane as St. Michael and St. Catherine, she would tower above them and also above the columns of the church." This idea is in keeping with van Eyck's tendency in such portraits to present Mary as if she was an apparition materialising before the donor in response to his prayer and devotion. Van Eyck's Mary is here monumental, but less overwhelmingly large than in 13th century works. She is disproportionate to the architecture in her panel, but approximately proportional to the figures in the wings. This restraint evidences the beginning of van Eyck's mature phase, most evidently seen in the composition's "greater spatial depth". Christ's pose closely follows that of the Paele Madonna; his body still leans towards the donor but here his head faces the viewer more directly. #### Saints and donor wings St. Catherine and the Archangel Michael occupy the right and left hand panels respectively. They appear to stand in either the aisles or ambulatories, and a few bays to the fore compared to the central panel. Their depictions are in keeping with the artist's evolving style: the aisles convey spaciousness, especially by the implied spaces out of view, while both saints subtly lean close to Mary. The use of perspective makes the saints appear small; according to Pächt they are "less solid than the massive figures in the Paele Madonna. It was this Gothic daintiness that led many scholars ... to place this among Jan van Eyck's early work". The two side panels are filled with light streaming through the windows that reflects off the saints' accoutrements, glinting from St. Michael's armour and St. Catherine's bejewelled steel sword. On the right panel St. Catherine is presented as almost the essence of a gothic princess. She stands reading a book in "ravishing modesty", with unbound blonde hair, which is topped with an elaborate jewelled crown very similar to that in the Madonna of Chancellor Rolin, combined with her rich blue gown and tabard of white draped ermine showing her as the princess she was. A golden chain with a jewelled pendant hangs from her neck. The attributes associated with her are included in her depiction. In her right hand, she holds the sword used for her beheading and at her feet lies the breaking wheel on which she was tortured. Like the woman in van Eyck's Arnolfini Portrait she is "fashionably pear-shaped"; Heath describes her attire as "more dazzling than the Virgin's", mirroring St. Michael's splendid armour on the opposite panel. St. Catherine's presence can be attributed to a number of factors. At that period her reputation and popularity were second to Mary's; she was both an educated and an outspoken woman during her lifetime – characteristics that perhaps mirrored the donor's. She is absorbed in her book in a contemplative manner, which might be reflective of a donor with a similar temperament. The frame of her wing is inscribed with the words VIRGO PRUDENS ANELAVIT, GRANUM SIBI RESERVAVIT, VENTILANDO PALEAM. DISIPLINUS EST IMBUTA PUELLA COELESTIBUS, NUDA NUDUM EST SECUTA CHRISTUM PASSIBUS, DUM MUNDANIS EST EXUTA ECT ("The prudent virgin has longed for the starry throne where she has made her place ready; leaving the world's threshing floor, she saved the grain for herself by winnowing the chaff. The young girl has been steeped in heavenly learning. Stripped of everything, with sure footsteps she followed Christ until she was delivered from earthly affairs"). A landscape can be seen through the window behind St. Catherine. Because of the miniature scale of the painting it can be seen only at close up. The view is built with extremely fine brushwork and shows a number of highly detailed buildings and hills before snowcapped mountains. A lance rests against the shoulder of a youthful-looking St. Michael. Michael is dressed in elaborately jewelled and coloured armour, his left arm holding his helmet, while his right hand rests on the shoulder of the donor as he is presented to Mary. The donor kneels in prayer before the Virgin, with his hands held upwards as if in prayer, although they are not clasped. He wears a gold ring on his right small finger, and is dressed in a long olive-green houppelande, at the time the height of fashion and an indicator of status within the Burgundian court. The gown has a fur-lined high collar and deep baggy sleeves, also lined with fur. The donor's bowl-shaped haircut, rounded at the fringe but cut above his ears, is also typical of mid-1430s Netherlandish fashion. Except for the red hood, the garment closely resembles that worn by the groom in the Arnolfini Portrait. The capital of the pillar above the donor's head is lined with carvings of military scenes. Similar carvings are seen near the donor in van Eyck's earlier van der Paele and Madonna of Chancellor Rolin, where they depict events or personal circumstances from the donor's life. Those in the present work likely serve a similar role, however, because the donor is unidentified it is unknown as to what they may refer. Elisabeth Dhanens speculates that they might depict the sarcophagus of Hippolytus in Pisa, which she believes adds credibility to the belief the donor was of Italian origin; she also notes the military scene reflects St. Michael's status as military commander. Ward compares the carving to a similar one found in the Washington Annunciation. Unlike in van Eyck's earlier votive portraits the donor is positioned at a remove from the Marian apparition, and at a much smaller scale to Mary on a triptych wing. The lettering running along the edges of the panel's frame consists of a prayer fragment from the liturgy for the feast of St. Michael. The extract reads HIC EST ARCHANGELUS PRINCEPS MILITAE ANGELORUM CUIUS HONOR PRAESTAT BENEFICIA POPULORUM ET ORATARIO PERDUCIT AD REGNA COELORUM. HIC ANGELUS MICHAEL DEI NUNTIUS DE ANIMABUS JUSTIS. GRATIA DEI ILLE VICTOR IN COELIS RESEDIT. A PACIBUS ("This is Michael the Archangel, leader of the angelic hosts, whose privilege it is to grant favours to the people, and whose prayer leads them to the Kingdom of Heaven. The Archangel Michael is God's messenger for the souls of the just. By the grace of God, that great victor has taken his place in Heaven, on the side of peace'"). ### Outer panels When the triptych is closed, the outer wings reveal an Annunciation scene with the Archangel Gabriel and Mary painted in grisaille. The figures form an illusionistic imitation of sculpture, a conceit which van Eyck extends by placing them on octagonal pedestals. The figures are illuminated by light from the left, a device van Eyck often used to imply the presence of God. A dove, representing the Holy Spirit, hovers above Mary. Because the dove is also in grisaille but not attached to a pedestal and apparently floating unfixed above the saints, its presence serves to highlight that the viewer is not looking at sculpture but at a painted representation of sculpture. The annunciation dominates any other theme on the outer wings of Northern 15th-century polyptychs. The tradition originates from Byzantine art, with van Eyck largely responsible for re-popularising the practice. Along with his Ghent Altarpiece, the Dresden Triptych is one of the earliest surviving examples of the technique, and on this basis he is usually credited as the innovator of a motif that became almost standard from the mid-15th century. As the annunciation marks the incarnation of Christ, its representation on the outer wings gives symmetry to the scenes of his life typically detailed on the inner panels. The outer wings of 15th-century diptychs and triptychs typically contained Annunciation scenes painted in grisaille. Molly Teasdale Smith believes the practice echoes the tradition of covering religious imagery with grey cloth during the then-46-day lenten period leading up to Easter. There is a symmetry with this in how polyptychs were typically kept closed except for Sundays or church holidays, when they were opened to reveal the more colourful and expansive inner panels. According to Dhanens, the sculptural depictions on the outer panels are a "brilliant success ... in imparting a sense of life to the supposed statues." The wings continue van Eyck's innovation in placing two grisaille outer panels wings of polyptychs; the earliest extant example being the Annunciation wings of the Ghent Altarpiece. ## Architecture The depicted church is of a Romanesque style with Gothic elements. There are pointed canopies above Mary, and the nave is narrow, barely wide enough to contain her. It is walled by a colonnade joined by entablatures and capped with rounded arches. The columns are variously of pink, red and purple marble. Each of the capitals is decorated with faux carvings, some showing representations of the twelve apostles under a small baldachin. The vaulting is visible in the aisles but not in the central nave. There are a number of implied spaces not visible to the viewer. The central panel contains two on either side of the pillars, others lead from the balcony above the throne, and there are unseen exits to hallways at the rear of the two wing panels. The east facing windows in the right hand wing resemble those in van Eyck's Rolin Madonna. The centre panel's spatial depth marks an advancement in van Eyck's technique, especially when compared to his similar 1436 '' or van der Paele panel, both of which are comparatively flat. The depth of space is accomplished through such devices as placing the Virgin at the far end of the pictorial space, making her appear both smaller and seemingly at a remove and accentuating the receding lines of the carpets by setting them against the parallels of the folds of her gown. The recessional perspective is further achieved by the sequence of columns stretching back from the throne. This is particularly noticeable with the positioning of the throne in comparison to the Lucca Madonna and van der Paele panels. As with van Eyck's earlier paintings of interiors, the building is not based on a particular place, but is an imagined and idealised formation of what he viewed as a perfect and representational architectural space. This is evidenced by a number of features that would be unlikely in an actual contemporary church such as the sculptures that were more secular in nature. In detailing the structure he pays close attention to contemporary models, which he possibly combined with elements from ancient buildings. The columns contain "high prismatic bases" found in early churches and on the Arch of Constantine. Craig Harbison believes that because the interior is not based on an actual building, the viewer is not burdened by preconceptions, a device which perhaps opens up the painting's "physiological" impact. In his view, the panels capture the moment when the donor's prayer and piety is rewarded by an apparition of the Virgin and Child. The novelty and unworldliness of the situation is highlighted by the unrealistic size of the Virgin compared to her surroundings. Light plays a central role in all panels, to an extent almost comparable to van Eyck's Madonna in the Church. The arches and columns are bathed in daylight, echoed by the text of the inscriptions around the central frame allude to light and illumination. Van Eyck pays close attention to the saturating effects and gradations of the light, which enters from the left and spreads across the middle ranges of each panel. He often used light to indicate a divine ethereal presence. Because the implied spaces found on either side of Mary and leading into each of the wing panels are bathed in this light, they can be seen as conduits for the divine. The triptych influenced Rogier van der Weyden's 1445–50 Seven Sacraments Altarpiece in a number of aspects, most obviously in its disregard of scale, especially with Mary's size relative to the other figures and surrounding architecture. Van der Weyden develops the idea further, placing a large crucifixion towering above the figures and almost spanning the height of the central panel. ## Donor The identity of the donor has not been established, although a number of suggestions have been advanced over the last 200 years. Harbison suggests the work's small scale indicates that it functioned as a portable altarpiece rather than as a private devotional work, and thus was commissioned by or for a member of the clergy. Other art historians have argued that the donor may have been a Genoese merchant. This belief has been fed by the triptych's similarity to Giovanni Mazone's Virgin and Child altarpiece in Pontremoli, Tuscany, which may place it in the Italian region of Liguria at latest by the end of the 15th century. Damaged coats of arms on the inner frames have been linked to the Giustiniani family, known for establishing trade links with Bruges in the 14th and 15th centuries. If not commissioned by that family, historical record place the work at least in their possession by the end of the century. In the early 1800s, Frances Weale attempted to place Michele Giustiniani as the donor, however later historical research has been unable to verify his presence in Bruges around 1437, and he seems to have returned to Italy by 1430. Mid-twentieth century technical examination revealed the Giustiniani coats of arms may have been painted over an earlier heraldic design, perhaps as early as the 15th century, whose significance and history is now lost. Dhanens theorises that a member of the Giustiniani family may have established other associations with St. Michael and St. Catherine, advancing that they were a member of the Italian Rapondi family, whose trading house in Paris was named after St. Catherine. Their daughter, also named Catherine, married the Italian merchant Michel Burlamacchi (Bollemard in Flemish) from Lucca, who was active in Bruges. From this Dhanens theorises the piece was commissioned as a wedding gift for the couple. Documents show weavers in Wervik paid taxes to Catherine Rapondi and in September 1434, when Michele Burlamacchi was tax collector in that town, van Eyck received a stipend funded by local tax receipts, suggesting a connection. Dhanens admits the donor's identity is lost, but she says of the piece that "it could have been a gift from the husband to the wife, a pledge of his affection during his absences; or it could have been a gift from the wife to the husband, by way of protection on his travels." ## Condition The triptych is in poor condition, having suffered damage and heavy paint loss, and has undergone a number of restorations. The outer wooden frames, originally painted in grey and yellow marbling, were later overpainted in a design of black and red in the 16th or 17th century when "a faux turtle-shell design, imitating the then-fashionable veneer, replaced the earlier scheme of jaspered paint". An ebony surround was added to the inner frames for protection in the 1840s. There has been extensive repair work on the paint forming Mary's dress, with large areas of her gown repaired in 1844 by painter Eduard Bendemann. The badly damaged coats of arms have been retouched, while the frames have sustained impairment and are overpainted in areas. The painting was taken to Moscow after the Second World War. It was returned in 1959 after it had been cleaned, restored and underwent examination in a laboratory. This process revealed the ALC IXH XAN'' inscription on the inner moulding of the central frame in front of the tiled floor when a coat of brown paint was stripped away. The surround was removed during the 1959 restoration. ## See also - List of works by Jan van Eyck
1,647,592
Ludwig Ferdinand Huber
1,172,082,597
German writer and translator (1764–1804)
[ "1764 births", "1804 deaths", "18th-century German dramatists and playwrights", "18th-century German journalists", "19th-century German journalists", "Diplomats of former countries", "German expatriates in Switzerland", "German male writers", "German newspaper editors", "German people of French descent", "German translators", "Translators from English", "Translators from French", "Translators from German", "Translators to French", "Translators to German", "Writers from Leipzig", "Writers from Paris" ]
Ludwig Ferdinand Huber or Louis Ferdinand Huber (1764 – 24 December 1804) was a German translator, diplomat, playwright, literary critic, and journalist. Born in Paris, Huber was the son of the Bavarian-born writer and translator Michael Huber and his French wife Anna Louise, née l'Epine. He grew up bilingual in French and German after his parents moved to Leipzig when he was two years old. He lacked a classical education but read voraciously and was well versed in modern languages, and started publishing translations from French and English at an early age. He also translated plays that were performed in theatres all over Germany. In the early 1780s, Huber became friends with the jurist Christian Gottfried Körner, his fiancée Minna Stock, and her older sister Dora Stock, whom he later promised to marry. Together, the friends wrote in admiration to the poet Friedrich Schiller and successfully invited him to come to Leipzig. Körner and Minna were married in 1785 and lived in Dresden, where they were joined by Dora, Schiller, and finally Huber, who shared a house with Schiller. Huber found employment as a diplomat, and in 1788 moved to Mainz, where he started a friendship with the world traveller Georg Forster and his wife Therese. In 1790, he became Therese's lover and moved into the Forsters' house. He wrote original plays, most notably Das heimliche Gericht ('The Secret Court'), but without much success, and turned to literary criticism. When rumours about his affair with Therese started to spread in literary circles, Huber broke his engagement with Dora, ending his friendship with Körner and damaging his relations with Schiller. When the French revolutionary army under Custine entered Mainz, Huber moved to Frankfurt, but stayed in contact with the Forsters, causing suspicion among his superiors. Therese Forster left Mainz for Strasbourg and then to the neutral territory of Neuchâtel in present-day Switzerland, and Huber quit his diplomatic service to be with her. Georg Forster went to Paris as representative of the Republic of Mainz. After Forster agreed to a divorce, there was a final meeting of Forster with his family and Huber in Travers in November 1793, but Forster died in January 1794 before the divorce could be finalised, and Huber married Therese in April 1794. They moved to Bôle and collaborated on translations, while Huber also was active as a publicist and reviewer. He became a friend of the writer Isabelle de Charrière and translated several of her works. In 1798, Huber returned to Germany, becoming editor in chief of Cotta's Allgemeine Zeitung in September. For political reasons, the newspaper moved from Tübingen via Stuttgart to Ulm, where Huber was given a title and an annual salary by the Elector of Bavaria in March 1804. After a journey to Leipzig and Göttingen, Huber fell ill and died in December 1804. He was mostly forgotten after his death, and was considered of interest mostly as a friend of Schiller, Forster and de Charrière. Some of his literary criticism had long lasting importance, especially his reviews of Goethe's works. ## Family background and early life Huber was born on 15 August or 14 September 1764 in Paris. His parents were Michael Huber, a Bavarian-born writer, translator, and language teacher, and his wife Anna Louise, née l'Epine. His father had emigrated to France, where he worked as translator and language teacher. His French translation of Salomon Gessner's The Death of Abel that appeared in 1759 was very successful, and he became a regular contributor to the Journal étranger [fr]. Little is known about Huber's French mother; his parents were married before and several of their children died in infancy before Huber's birth. The child was baptised Louis Ferdinand in the Catholic Church of Saint André des Arcs [fr]; one godparent was the wife of Michael Huber's friend Johann Georg Wille, a German-born artist and engraver. The father had no reliable source of income in Paris. When the position of a teacher of French at the University of Leipzig became available in 1766, he was happy to accept an offer that had been mediated by the art historian and diplomat Christian Ludwig von Hagedorn and the writer Christian Felix Weiße. The Huber family left for Leipzig in September 1766. Huber, who was still called Louis Ferdinand by his family, grew up bilingual in French and German in culture-rich surroundings. His father had many connections to Leipzig society, including to the artist Adam Friedrich Oeser, who had influenced the young Johann Wolfgang von Goethe, as well as to poet Christian Fürchtegott Gellert. Michael Huber also had a large collection of engravings that attracted visitors and was mentioned in Goethe's autobiographical Dichtung und Wahrheit, and he became known as an art expert. Nevertheless, he was never financially well off, and as a Catholic could not obtain a formal Chair at the Protestant university. Huber's mother offered regular dinners for paying students interested in improving their French. This was not a very lucrative business but provided interesting company. Huber also learned English during this time; it is likely that he was instructed in speaking and conversation by one of his parents' boarders. Huber's mother was overprotective of her only surviving child and kept the boy from all physical exercise for years after a slight accident at the age of eight. Huber never learned to ride on horseback or to dance, and was physically awkward all his life, except while playing billiards or during theatrical productions. His education was unsystematic; he read voraciously the books in his father's house, most of which were in French, and became highly knowledgeable in some fields while missing out on others that would have been expected from an educated young person in his time. Huber had no instruction in Ancient Greek and classical antiquity, he lacked knowledge of music or natural sciences, and he had no religious education nor any interest in religious questions. On the other hand, he knew foreign languages and was enthusiastic about literature; in addition to English, French, and German, he could read Italian. He was especially enthusiastic about William Shakespeare's plays. While still in his teens, Huber began working on translations. In 1782, his translation of the second French edition of Louise d'Épinay's Les Conversations d'Émilie was published in Leipzig by Siegfried Leberecht Crusius [de]. He next translated Colley Cibber's comedy Love Makes a Man from English into German. Huber's adaptation was performed by the theatre company of Pasquale Bondini [it] and Joseph Seconda in Leipzig in 1783, without much success, and subsequently printed in Berlin in 1784. His next work was a translation of Telèphe, en douze livres by Jean de Pechméja [fr], appearing with Crusius in 1784. His 1785 play Ethelwolf oder der König kein König, an adaptation of A King and No King appeared together with comments about the authors Beaumont and Fletcher and their era, and was performed several times in Mannheim and Berlin. In the same year, he published one of several translations of the Pierre Beaumarchais play La Folle Journée, ou Le Mariage de Figaro, which was successfully performed in Leipzig by Bondini–Seconda but met with critical disapproval. Huber's translations were very literal, including literal translations of idiomatic expressions. ## Friendship with Körner and Schiller From , Huber formed a close friendship with the jurist Christian Gottfried Körner, his fiancée Minna Stock [de], and her older sister Dora Stock. Dora and Minna were the daughters of the engraver Johann Michael Stock [de], and Dora became a well-known painter. Minna was said to be very beautiful, while Dora was short with a slightly curved spine, but a lively temperament. Körner obtained an administrative position at the Consistory in Dresden in 1783 and had to move there, but often visited Leipzig. In 1784, the four friends read Friedrich Schiller's play The Robbers and decided to write to the author, with whom they were not personally acquainted. Together with letters of admiration, the longest of which was by Huber, they sent a purse embroidered by Minna, a musical adaptation of a Schiller poem by Körner, and four sketches depicting the friends by Dora. Schiller was delighted, but only answered a few months later, asking for help and a place to stay as he felt unable to continue his life in Mannheim. Körner inherited his father's fortune in January 1785 and was able to invite Schiller to Leipzig. Schiller was met by Huber when he arrived on 17 April 1785, an event that Huber later described as one of the most influential of his early life. The two and the Stock sisters quickly became friends, and after two weeks of introducing Schiller to many of the city's artists and intellectuals, they all moved to the village of Gohlis just north of Leipzig where Schiller lived in a farmhouse that became known as the Schillerhaus. The young publisher Georg Joachim Göschen soon joined them. Huber became engaged to Dora Stock around this time, agreeing to marry her once he had the means. On 7 August 1785, Körner and Minna were married, and Dora soon moved to their Dresden household. Schiller also moved to Dresden in September 1785, leaving Huber behind in Leipzig. On the initiative of Huber's parents, the Saxony minister Heinrich Gottlieb von Stutterheim [de] agreed to help their son to find employment in the diplomatic service. Huber then also moved to Dresden, where he lived together with Schiller, in a house owned by the court gardener Fleischmann and close to the Körner city residence on Kohlmarkt. From time to time he met with von Stutterheim to improve his communication skills for interacting at court, but he did very little to build connections that could lead to a diplomatic appointment. For Körner's 30th birthday, Huber and Schiller worked together on a small book, Avanturen des neuen Telemachs oder Leben und Exsertionen Körners, with watercolours painted by Schiller and texts written by Huber that humorously depicted the Körners and their friends. The booklet was first reprinted in 1862 and not included in any edition of Schiller's works. The manuscript, considered lost at the end of the 19th century, is now in the Beinecke Rare Book & Manuscript Library. In Schiller's magazine Thalia, Huber published an essay in 1786 on the topic of greatness, and he later became one of the most important contributors to the journal. In 1787, Schiller moved to Weimar; Huber adapted Dumaniant's play Guerre ouverte, ou Ruse contre ruse into German as Offne Fehde. After its premiere, directed by Friedrich Ludwig Schröder, it was performed more than a hundred times, including seventeen performances at Weimar while Goethe was theatre director there. In the autumn of 1787, Huber found employment: he was appointed secretary to the legation of Saxony in the Electorate of Mainz, a solid employment with the hope for further career advances as a diplomat. While his parents, his fiancée, and other friends were happy, Schiller saw this as a waste of Huber's literary talents. In 1788, Huber joined a Masonic lodge, Minerva zu den drei Palmen [de] in Leipzig, where Körner had been a member since 1777. Schiller was surprised and somewhat taken aback by his friends' Masonic activities. ## Diplomat in Mainz To take up his new employment in Mainz, Huber travelled via Leipzig, Weimar and Frankfurt. He visited his parents in Leipzig and saw Schiller in Weimar. In Frankfurt, he met Goethe's mother Catharina Elisabeth Goethe, who liked him and provided him with a copy of the prose version of her son's play Iphigenia in Tauris. He then arrived in Mainz on 21 April 1788. At first, he was isolated and had difficulties making friends. He was dissatisfied with the monotony of his work, which included copying and decoding messages. After he complained in a letter to Schiller, he received a response admonishing him not to give up in the face of difficulties and praising him for the earlier scenes of Huber's play Das heimliche Gericht, which had been published in three issues of Thalia. Schiller stated that many people thought he was the play's author. Huber was thrilled by this response, and not only successfully applied for help reducing his workload but also continued working on his drama. However, Schiller later described the play as wordy and incoherent. The world traveller Georg Forster with his wife Therese and their young daughter, also named Therese, arrived in Mainz on 2 October 1788, where Forster took up the position of librarian at the university. Huber had a "plan of conquest" to win their friendship, and helped the Forsters settle in the new city. Their first impression of Huber was not the best; they were especially irritated by his habit of using extensive quotations while speaking. Nevertheless, he ended up as Forster's protégé. Huber finished Das heimliche Gericht in 1789, and it was published in 1790 by Göschen. Featuring knights, a secret society and a secret court, the play was strongly influenced by Goethe's Götz von Berlichingen. Huber first asked Schröder in Hamburg to perform it, but after Schröder asked for a happy ending, the project was dropped. The play premiered on 11 February 1790 in the Mannheim National Theatre under the direction of Wolfgang Heribert von Dalberg, with actors including August Wilhelm Iffland and Heinrich Beck. Forster and Huber were in attendance and only discovered during the performance that Dalberg had rewritten the ending. The play was not successful, and Huber was not paid his dues. Reviews of the play were mostly negative, except for a review in the Göttingische Gelehrte Anzeigen [de]. This anonymous review was written by August Wilhelm Schlegel, but Huber incorrectly assumed that Christian Gottlob Heyne, Therese Forster's father, was the author. Modern reception has described the play as "weak", with characters lacking in depth and full of unintentional humour. Following advice by the Forsters, Huber started to read more about history, which led to the publication of translations of the memories of Jean François Paul de Gondi and Charles Pinot Duclos. He also started to help Forster with translations, for example on Shakuntala, although his contribution was small and unacknowledged. Forster was critical of Huber's deliberately very literal translations, but Huber's point of view was that it should be possible to recover the original words from the translation. In March 1790, Forster and Alexander von Humboldt went on a journey along the Rhine, to the Low Countries, and to England, returning in July. During this time, Huber and Therese Forster became lovers. Forster did not break with Huber but accepted living in a ménage à trois. Huber moved into the house of the Forsters in autumn 1790 as their lodger. Therese had two further children, Luise and Georg, born in 1791 and 1792, but both died within a few months. There is no conclusive proof as to who was their father, but Forster seems to have thought they were Huber's, as he commented after their deaths, "Huber's children do not live". Huber did not reveal his relationship with Therese to his fiancée Dora. Also in 1790, Huber became the most senior diplomatic representative of Saxony in the Electorate of Mainz after his superior returned to Dresden. Huber wrote a second play, Juliane, which was influenced by Therese and first published in Thalia in 1791. From February 1791, Huber contributed reviews to the Jena-based Allgemeine Literatur-Zeitung, the most important German literary review journal at the time, making him known as a literary critic and journalist. When Goethe visited Mainz in August 1792, he spent two evenings with the Forsters and friends including Huber and Samuel Thomas von Sömmerring. According to the Goethe expert Thomas P. Saine, the description of these events in Goethe's 1820 autobiographical novel Campagne in Frankreich [de] is partially based on a letter of Huber to Körner that was published in 1806 in which he compares Goethe and his mother. After Huber had written a quite negative review of the Göttingen philosophy professor Friedrich Bouterwek's novel Donamar in 1791, Bouterwek wrote a lengthy and vulgar poem about a Huberus Murzuphlus, pointing towards Huber's affair with Therese that was increasingly a topic of gossip. Just before this poem appeared in the autumn of 1792 in the Göttinger Musenalmanach for 1793, Huber had finally declared the breaking of his engagement to Dora, who had still been expecting Huber to marry her. This ended his friendship with Körner and seriously damaged his friendship with Schiller; he never saw Dora Stock again. ## French occupation of Mainz and resignation from service On 20 September 1792, the French revolutionary army won a victory in the Battle of Valmy, and soon after, troops under Adam Philippe, Comte de Custine invaded Germany. On 4 October, the Elector fled the city, and Huber followed orders to move the Saxon legation's archives to Frankfurt to save them from the French. However, he was unwilling to be separated from Therese and returned to Mainz on 13 October. His superiors were suspicious of his actions and of his association with Forster, who was known to be sympathetic to the revolution. Mainz capitulated after a short siege, and Custine entered the city on 21 October. Soon after, Frankfurt was also occupied by French troops. Huber was reprimanded for his return to Mainz and ordered back to Frankfurt, where he arrived on 22 or 23 October. Forster became a member of the Mainz Jacobin club on 10 November and became the Vice President of the French administration on 19 November. After Huber's next visit to Mainz, he was considered a potential spy carrying information to the Forsters, and ordered to stay in Frankfurt. He met the Forsters and their lodger, Thomas Brand, again on 29 November, in Höchst, and Huber promised to Forster to take care of Therese and the family if necessary. On 2 December, Frankfurt was retaken by Prussian and Hessian troops. Huber was not harmed, but was horrified by the bloodshed. Therese Forster and her children left Mainz on 7 December, accompanied by Brand, and travelled to Strasbourg and from there in early January 1793 to Neuchâtel. Huber and Therese planned that she should divorce Forster, which was possible in revolutionary France by a simple declaration of both partners in front of a judge, so they would be able to marry. Huber tried to resign from the Saxon diplomatic service, which was not a straightforward matter as he did not explain his true motivations. When he was allowed to leave Frankfurt, he went to Leipzig to see his parents, and then to Dresden in April 1793. After confiding in a government official that the reason for his resignation was the desire to be with Therese, he finally succeeded in obtaining his discharge, and he travelled to Neuchâtel, where he arrived in July 1793. In the meantime, Forster had left Mainz for Paris in March 1793 to petition for the accession of the newly founded Republic of Mainz to the First French Republic. Mainz had soon after come under siege by Prussian and Austrian troops and capitulated on 23 July 1793, making it impossible for Forster to return. ## Exile in Switzerland In Neuchâtel, Therese Forster enjoyed the protection of the influential politician Georges de Rougemont [de; fr], who had known her since his student days in Göttingen. Huber obtained a temporary residence permit as a citizen of Saxony. They lived separately, and carefully avoided being seen together in public. Neuchâtel was at the time a neutral territory but administered by Prussia. An advantage to the two was that Forster, who had become a French citizen, could not stay there. Forster finally agreed to a divorce in October 1793, and arranged to meet Huber and his family in Pontarlier in France, close to the Swiss border. However, Therese could not legally enter France and refused to cross the border, and so Forster crossed the border instead, and they all met in Travers in Switzerland from 4 to 5 November 1793. Forster implored the others to live with him in Paris after the divorce. Huber gave papers to Forster that implicated Nicolas Luckner of conspiring with Lafayette, which Forster could have used to justify his trip to Switzerland if it had aroused suspicion in Paris. Before the divorce could be finalised, Forster died on 10 January 1794 in Paris. Huber married Therese on 10 April 1794. After an intervention by the Neuchâtel secret police, the couple moved to Bôle, where their daughter Luise was born on 7 March 1795. French became the family language. The couple collaborated on translations or adaptations of a further eighteen plays between 1793 and 1804 as well as novels and political treatises from French and English. In the hope of earning more money from them, Huber also re-published his plays and essays and edited the final volume of Forster's travelogue Ansichten vom Niederrhein. He also published his journal, the Friedens-Präliminarien (Preliminaries of Peace) and edited Klio, a political and historical journal founded by Paul Usteri. Therese also wrote her first novel, Adventures on a Journey to New Holland, which appeared at first under Ludwig Ferdinand Huber's name, as did all her works until his death. Isabelle de Charrière, who had met Therese in Neuchâtel, became a supportive friend, and Huber translated and published several of her works, later becoming the most important agent for de Charrière's reception in Germany. Like Forster, de Charrière was critical of Huber's very literal translations and helped him improve his writing style. They also collaborated on a translation of Huber's Das heimliche Gericht into French, as Huber was dissatisfied with the existing one by Jean Nicolas Étienne de Bock, but this project was never finished. Some of her works were published in German in Huber's translations before they were published in French. Together with de Charrière and her friend Benjamin Constant, Huber started studying the works of German philosopher Immanuel Kant and translated some of them into French, although he found them difficult to understand. In 1795, Huber translated an excerpt of Kant's Perpetual Peace: A Philosophical Sketch into French, which appeared anonymously in January 1796 in Le Moniteur Universel. Two more children were born in Bôle, Sophie and Emanuel, but both died young. In 1796, Huber reviewed de Sade's novel Justine for Usteri's journal Humaniora. In his widely read and extensive text, Ueber ein merkwürdiges Buch, 'About a Peculiar Book', Huber saw beyond the book's pornographic content and considered its underlying principles and social context. He saw it not just as a literary phenomenon, but attempted to use it to understand the revolutionary history, and he used the revolutionary context to explain the book's great commercial success. Huber read Justine as a parable on the philosophy of the French Revolution, and compared the excesses in the book with those of revolutionary terror. The review is slightly ambiguous in whether Justine represents a revolutionary or a counter-revolutionary spirit. It is the only one of Huber's reviews in which he considers the social and historical context of a literary work, and has been described as a masterpiece of literary criticism. ## Journalist in Germany For the publisher Johann Friedrich Cotta, Huber had edited and contributed to the monthly journal Flora since 1794. When Cotta started a political daily newspaper, the Neueste Weltkunde in 1798, he soon offered Huber the position of assistant editor. This brought financial stability, and Huber moved to Tübingen in March 1798, with his family following in May. For reasons related to censorship, Cotta moved the newspaper office to Stuttgart, where it appeared as Allgemeine Zeitung from September 1798. Huber became editor-in-chief and moved to Stuttgart, followed by his family. As editor, he was a fast worker who got along well with Cotta. He successfully consolidated the Allgemeine Zeitung and led it away from its previous pro-revolutionary tendencies. In October 1798, Huber's daughter Adele was born, followed on 10 March 1800 by Victor Aimé Huber, his only son to survive him. Huber continued to write for the Allgemeine Literatur-Zeitung. In 1799, he wrote a positive review of Christoph Friedrich Nicolai's satirical epistolary novel Vertraute Briefe von Adelheid B\*\* an ihre Freundin Julie S\*\*. The novel was written as an attack on the literary movement of Jena Romanticism and mocked especially the brothers August Wilhelm and Friedrich Schlegel. Against the advice of Therese, who had been friends with August's wife Caroline, Huber joined in the attack on the Schlegels, starting a literary scandal. August Schlegel stopped contributing to the Allgemeine Literatur-Zeitung, and other Romanticists also broke with the journal. Huber next wrote a critical review of the Schlegels' literary magazine Athenaeum. The reviews were published anonymously, but Huber wrote to August Schlegel to announce it. Caroline replied to the letter and later to the review, mentioning her husband's earlier positive review Das heimliche Gericht and attacking Huber as incompetent due to his lack of classical education. In May 1800, Huber's critical review of Friedrich Schlegel's novel Lucinde [de] appeared, furthering the dispute that finally contributed to the split of the Allgemeine Literatur-Zeitung into two magazines, one appearing in Halle and one in Jena. In retribution, Friedrich Schlegel ridiculed Huber in an epigram that appeared in the Berlin journal Kronos in 1801. In October 1800, Huber's mother died, and the following year, his father Michael Huber came to Stuttgart to visit the family. In July 1801, Huber's stepdaughter Therese Forster was sent to live with de Charrière at her Le Pontet mansion in Colombier, to prepare her for future employment as a governess. This arrangement benefitted both sides, with Forster receiving more education than was possible in her home and de Charrière enjoying her support, which lifted her depressive mood. The Allgemeine Zeitung was under some pressure from censorship in the Duchy of Württemberg, and Cotta resolved the difficulties by moving the newspaper offices to Ulm in the Electorate of Bavaria, where it appeared from 17 November 1803. Huber himself moved to Ulm immediately. In March 1804, he was given a title and an annual salary that came with a future pension by the Elector of Bavaria. His family followed to Ulm after the birth of Clemence Huber, who then died only a few weeks old. In August, the five-year-old Adele also died. In September 1804, Huber obtained leave to travel from Cotta to settle the estate of his father, who had died in April. He travelled not just to Leipzig, but also saw his father-in-law Heyne in Göttingen and met with business contacts in Berlin, returning to Ulm in November. During his absence, his step-daughter Claire became engaged to the Swiss forestry administrator Gottlieb von Greyerz [de]. In the middle of December, Huber fell ill, and none of the doctors that were called could help. On 24 December at 3 a.m., Huber died, possibly from tuberculosis combined with pneumonia and liver necrosis. He was buried in the Catholic cemetery in nearby Söflingen [de] next to his children. ## Reception and legacy While Huber was well-known in literary circles in his time, he was mostly forgotten after his death. As a dramatist, he had no lasting importance. Nevertheless, Das heimliche Gericht inspired several novels and plays on the topic of vehmic courts. Huber is most well known for his friendship with Schiller, which features in most of the latter's biographies, and for his involvement in the demise of Georg and Therese Forster's marriage. The breaking of his engagement with Dora Stock and the subsequent estrangement with Körner and Schiller led to negative portrayal in Schiller's letters and in subsequent scholarship. Goethe's autobiography Dichtung und Wahrheit mentions both Huber's father and the Stock sisters, but passes by the opportunity to mention Huber. Schiller scholars typically portrayed Huber as weak and egoistical, as did several historical novels about Georg Forster. In the 1890s, the correspondence of Schiller and Huber was published, and Ludwig Geiger edited Huber's comments on the Xenien of Goethe and Schiller. Geiger later wrote a biography of Therese Huber, which included content on Ludwig Ferdinand Huber. Both as translator and as supportive journalist, Huber was a crucial agent for the distribution of de Charrière's work in Germany. As a friend of de Charrière, Huber was studied by scholars interested in her circle, for example in a monograph by Philippe Godet [de; fr]. His literary criticism has also received attention, and his 1792 review of Göschen's first edition of Goethe's works in the Allgemeine Literaturzeitung has been influential in the Goethe reception during and after the Romantic era, and his comparison of Goethe to Proteus has been called a leitmotif in the history of his reception. The phrase marmorglatt und marmorkalt (as smooth and cold as marble) from Huber's review of Goethe's The Natural Daughter has become proverbial and appears in Georg Büchmann's influential collection of quotes and catchphrases, Geflügelte Worte [de]. ## Original plays and collected works A complete bibliography of Huber's works including translations and a list of known performances of his plays can be found in Sabine Jordan's monograph. - - French translation:
10,747,069
1962 South Vietnamese Independence Palace bombing
1,152,336,796
Assassination attempt on the president
[ "1960s coups d'état and coup attempts", "1962 in South Vietnam", "1962 murders in Asia", "Airstrikes in Asia", "Attempted coups in South Vietnam", "Conflicts in 1962", "Explosions in 1962", "Explosions in Vietnam", "Failed assassination attempts in Asia", "February 1962 events in Asia", "Mutinies", "Ngo Dinh Diem", "Saigon" ]
On 27 February 1962, the Independence Palace in Saigon, South Vietnam, was bombed by two dissident Republic of Vietnam Air Force pilots, Second Lieutenant Nguyễn Văn Cử and First Lieutenant Phạm Phú Quốc. The pilots targeted the building, the official residence of the President of South Vietnam, with the aim of assassinating President Ngô Đình Diệm and his immediate family, who acted as political advisors. The pilots later said they attempted the assassination in response to Diệm's autocratic rule, in which he focused more on remaining in power than on confronting the Viet Cong (VC), a Marxist–Leninist guerilla army who were threatening to overthrow the South Vietnamese government. Cử and Quốc hoped that the airstrike would expose Diệm's vulnerability and trigger a general uprising, but this failed to materialize. One bomb penetrated a room in the western wing where Diệm was reading but failed to detonate, leading the president to claim that he had "divine" protection. Except for Diệm's sister-in-law Madame Nhu, who suffered minor injuries, the Ngô family was unscathed. Three palace staff died, and 30 were injured. Afterward, Cử escaped to Cambodia, but Quốc was arrested and imprisoned. In the wake of the airstrike, Diệm became hostile towards the American presence in South Vietnam. Diệm claimed that the American media was seeking to bring him down, and he introduced new restrictions on press freedom and political association. The media speculated that the United States would use the incident to justify the deployment of combat troops to South Vietnam; in the event, the U.S. remained circumspect. Domestically, the incident was reported to have increased plotting against Diệm by his officers. ## Planning Cử was the second son of Nguyễn Văn Lực, a leader of the VNQDD (Vietnamese: Vietnamese Nationalist Party), which opposed the Diệm regime. In 1960, Diệm had jailed Lực for one month for engaging in "anti-government activities". The VNQDD planned that Cử and Quốc, another pilot from the same squadron, would attack the Independence Palace on 27 February. Quốc had recently been personally commended by Diệm for his achievements in combat, having been honoured as one of the best pilots in the Republic of Vietnam Air Force (RVNAF). Quốc had relatives who were involved with the VNQDD. Cử recruited Quốc by claiming the Republic of Vietnam Armed Forces and the United States were aware of the plot, showing him a Newsweek article critical of Diệm as evidence. Quốc had more subordinates but was unsure of their loyalty, so he did not try to recruit them for the attack on the palace. Years later, Cử blamed Diệm's treatment of opposition parties as the motivation for his attack. He believed that Diệm had prioritized remaining in power over fighting the Vietcong and that, for six years, Cử had been denied promotion because of Diệm's obsession with hindering political opponents. Cử criticized the Americans for having supported Diệm, saying: "the Americans had slammed the door on those of us who really wanted the fight against the communists". ## Attack Quốc and Cử, who were trained in France and the United States, respectively, were given orders to fly their A-1H/AD-6 Skyraider ground attack planes from Bien Hoa Air Base outside Saigon to the Mekong Delta in an early morning mission against the VC. The VC had been involved in attacks on Army of the Republic of Vietnam (ARVN) units 60 km (37 mi) south of the capital and had inflicted heavy damage. Instead of proceeding south from Bien Hoa Air Base as ordered, they changed course to attack the Independence Palace, the official presidential residence. This meant that two VC guerrilla companies could retreat after their attack without counter-attack. At around 07:00, the deer on the expansive lawns of the French colonial-era palace were frightened off as Quốc, and Cử's planes flew low over their target to inspect the ruling family's residence. On their second run, they attacked with bombs and napalm before strafing the presidential compound with rocket and machine-gun fire. The duo continued their runs for 30 minutes before units loyal to the president arrived and fought back. Taking advantage of poor weather and low cloud cover, the two pilots circled the palace at altitudes of around 150 m (490 ft), periodically diving out of the clouds to re-attack before darting back into them. The airstrike caught the Presidential Guard by surprise, and, in confusion, they were unable to determine whether the aircraft were acting alone or with ground forces. Loyalist tanks and armored personnel carriers rushed to their battle stations. Anti-aircraft batteries opened fire, nearly hitting the loyalist aircraft from Bien Hoa Air Base in pursuit of the two rebel planes. Two tanks and a number of jeeps armed with .50-calibre machine guns patrolled the smoke-filled streets as a precaution. The first 500 lb (230 kg) bomb penetrated a room in the western wing where Diệm was reading a biography of George Washington. The bomb failed to detonate, which gave Diệm enough time to seek shelter in a cellar in the eastern wing. He was joined there by his elder brother Archbishop Pierre Martin Ngô Đình Thục, younger brother Ngô Đình Nhu, Madame Nhu—who sustained an arm fracture while running toward the cellar—and their children. Elsewhere within the palace, three servants and guards were killed, and about thirty more staff were injured. Outside the palace grounds, an American contractor died after falling from a rooftop where he had been watching the bombing. Despite the confusion, most of the city's inhabitants went about their usual business, indifferent to the chaos. The attack lasted 30 minutes, and although they carried enough bombs to level the palace, the pilots did not expend all their munitions. Quốc's aircraft was damaged by fire from a minesweeper, forcing him to eject over the Saigon River and land in Nhà Bè, suffering minor facial injuries in the landing. He was arrested by a nearby naval patrol and, before being taken away for interrogation, reportedly asked, "did I kill that filthy character?" Cử believed the attack had been successful and managed to flee to Cambodia safely. Commenting on the attack, a US Air Force officer opined: "with that weather, they did a hell of a job". ## Aftermath In a brief radio address, after order had been restored, Diệm dismissed the attack as an "isolated act" and attributed his escape to "divine protection". He visited the soldiers wounded in the attacks and also promised the rebel pilots' colleagues that they would not bear any responsibility for the bombing. American President John F. Kennedy promptly sent a message denouncing the attack as a "destructive and vicious act" and expressed relief that Diệm was "safe and unharmed". US ambassador Frederick Nolting determined that the attack had been the result of "two isolated cases" and opined that the incident did not represent widespread dissatisfaction with the regime. The absence of a VC reaction led Nolting to label the bombing as a "limited scope, anti-Communist assassination attempt". Diệm was praised for outwardly projecting a calm demeanor following the attack, and he moved to temporary government accommodation usually used for foreign dignitaries and visited Bien Hoa Air Base. The National Assembly, Diệm's rubber stamp legislative body, urged the president to "take drastic measures against irresponsible elements". The day after the attack, the National Assembly's Steering Committee passed a resolution calling on Diệm to end "the policy of clemency" against dissidents and to "continue the struggle to protect the nation's destiny". They also called for punishments to be handed out to people who took advantage of the disorder by hoarding goods or speculating on food. General Duong Van Minh, the presidential military advisor, attributed the assault to "disgruntled pilots" and noted that no hostile troop movements had occurred. The Civil Guard had remained loyal, and its commander ordered his airborne forces to take over Tan Son Nhut Air Base. A spokesperson for Diệm also denied that napalm had been used against the palace. This was widely believed to be because the government was sensitive to the ramifications of the RVNAF being revealed to have such weapons in their stocks. He claimed the situation was under "complete control". The RVNAF reacted to the two pilots' actions by sending a resolution to Diệm, saying that the attack was an "absolutely isolated and foolish" event that "impaired the prestige of the air force" and was "detrimental to the national effort in the present struggle and is profitable to the Communists in their work of subversion". The RVNAF was regarded as being a highly loyal branch of the armed forces, and its commander, Colonel Nguyen Quang Vinh had claimed the year before, that all of the RVNAF's officer corps had voted for Diệm in the 1961 presidential election. Upon hearing of the attack, Vinh, who had been in Taiwan attending a conference, boarded a specially chartered airplane provided by Taiwanese President Chiang Kai-shek of Taiwan to return to Saigon to make a statement on the situation and the political reliability of the RVNAF. The National Revolutionary Movement, an organization used by the Ngô family to stage orchestrated mass demonstrations in support of themselves, called for the death penalty against the two pilots and further asked Diệm to enact the "strictest measures to insure discipline in the military". The Director General of Information released a statement calling for the "complete crushing" of "reactionaries" as well as communists. It referred to the attack as an "odious attempt against the lives of the President of the Republic and his family" and went on to disseminate an official version of the events of 27 February, noting that "rumours have been running pertaining to the fate of Madame Ngo Dinh Nhu, who, with her family, as everyone knows, is a favorite target of the propaganda of reactionaries and Communists". The press release went on to describe the two rebel pilots as "ignominious people in the pay of the enemies of the Vietnamese people" and also assailed the foreign media, saying that "certain sections of the press of the world have given their support" to "reactionary and Communist propaganda". It concluded by saying "These developments clearly show that the leaders in their palace are sharing the fighting life of the people at the front. They confirm that in this battle to the end instigated by reactionaries and Communists against free Vietnam, there is no other duty for the people than to fight until the complete crushing of all their enemies is achieved. As a result of the attack, Diệm ordered that all RVNAF aircraft be grounded and all aerial combat missions be suspended. At the same time, his security officials investigated fighter pilots for any possible anti-regime tendencies. This was achieved by placing tanks on the Bien Hoa Air Base runway. Without assistance from accompanying fighter craft, it was deemed too risky for American helicopters to operate in the jungles against the VC. On 2 March, three days after the attack, Diệm allowed the air force to resume combat operations, having concluded that Cử and Quốc's sentiments were not representative of the air force. For a few days after the attack, the areas around the palace were cordoned off, and tanks were stationed at prominent streets in the capital. Quốc was imprisoned for his actions, while Cử remained in exile in Cambodia, where he worked as a language teacher. Cử told reporters in Cambodia that he was a nationalist, not a communist, and predicted that attacks against the ruling family would continue. Cử cited the regime's policies, rather than the president as a person, as the motivation for his attack. He said that "It is less Ngô Đình Diệm—sometimes well intentioned toward the population—than his family and supporters, who are hated by the army and the population". Diệm asked Cambodia to extradite Cử, but this request was refused. Cambodia's Prince Norodom Sihanouk and Diệm had extremely hostile relations, and the Ngô family had tried to depose him in the past by funding coup attempts. In 1959, Nhu tried assassinating Sihanouk by sending him a parcel bomb. As a result, Sihanouk routinely gave asylum to political refugees who had tried to depose or kill Diệm. In November 1960, he granted asylum to a group of paratroopers who tried to depose Diệm. In the meantime, Diệm's police sought to track down Cử's father, who had gone into hiding following the assassination attempt. After Diệm's assassination in November 1963, Quốc was released from prison, and Cử returned from exile on 16 November, and they resumed their service in the RVNAF. Quốc advanced to the rank of lieutenant colonel in 18 months before being killed in an air raid over North Vietnam on 20 April 1965. ### Diệm reaction On 4 March, Diệm held a review of the RVNAF in central Saigon. Large crowds flocked to the Saigon River's banks to watch RVNAF aircraft formations on aerial parade. However, every day civilians were not allowed within a block of the presidential box, where Diệm was accompanied by Nolting and General Paul D. Harkins, commander of Military Assistance Command, Vietnam. The display included 29 of the A-1 aircraft used to attack Independence Palace. Diệm spoke about the events of 27 February and noted that he was "not unaware" of the supportive reaction of the various segments of society to "the foolish act perpetrated by some treacherous elements" that had "tried to rouse bloody troubles which would have profited only enemies of the fatherland". He said that the bombing was "merely an isolated action of a few insane traitors to the fatherland and to the people, while the entire air force, like the rest of the armed forces, demonstrated unfaltering loyalty and an unwavering spirit of national unity by rapidly and effectively countering the aggression of two criminals". He described that attack as "the odious act of renegades" and called upon the RVNAF "to remain always vigilant, to turn away from all temptations, to scorn all perfidious schemes and to place the higher interest of the fatherland above personal interest". In response, the RVNAF chief Vinh, asked Diệm for "forgiveness and clemency" and presented a plaque inscribed with a resolution from the RVNAF condemning the attack. During Nolting's first meeting with Diệm after the assassination attempt, the president adamantly asserted that the media was responsible for the bombing. He pointed to the Newsweek article and other "derogatory articles in the press", using them to justify his claim that "the Americans were supporting the revolution". Diệm declared that while some journalists were portraying the bombing as a wake-up call, he saw it as "a warning to them—an indicator of the danger of their irresponsibility in fomenting disorder". In a later meeting with General Harkins, Diệm joked: "I shouldn't have put him in the air force, because I had put his father in jail years ago". Diệm predicted that "sometime I'm going to get shot right in the back of the neck. Sometime they'll get me that way". (He and Nhu were deposed and shot dead during the November 1963 coup.) Diệm reacted to the assassination attempt by cracking down on political dissidents and further tightening press control. Off the record, one official admitted that "We don't even talk about freedom of the press or ask for other liberties anymore ... Diệm had completely surrounded himself in a protective oligarchy". Nhu justified further anti-opposition restrictions, remarking that "There's always going to be an opposition. If we take these people in, there will be another opposition springing up, because they are controversial men." Madame Nhu added, "You open a window to let in light and air, not bullets. We want freedom, but we don't want to be exploited by it." ### U.S. reaction The attack sparked conjecture that the United States might deploy combat troops in South Vietnam, even though, at the time, US military personnel were officially serving in solely advisory roles. In response to media concerns about the stability of the Diệm government, US Secretary of State Dean Rusk denied that the US had plans to deploy combat forces. He also ruled out negotiations with the VC, saying "the root of the trouble" was communist violations of the Geneva Accords. United States Ambassador to India John Kenneth Galbraith lobbied Kennedy against the deployment of combat troops, believing that it would lead to endless South Vietnamese requests for more troops. Galbraith further thought that wasting US resources in the jungles of Vietnam would be playing into the hands of the Soviet Union. According to one US observer, the palace bombing provoked "full scale plotting against Diệm". Galbraith noted that "When the man in power is on the way down, anything is better" and considered that any change in South Vietnamese leadership would bring an improvement.
418,820
Mechanical Turk
1,163,853,683
Chess-playing automaton hoax (1770–1854)
[ "18th century in chess", "18th-century hoaxes", "18th-century robots", "Chess automatons", "Historical robots", "History of chess", "Hoaxes in science", "Hungarian inventions" ]
The Mechanical Turk, also known as the Automaton Chess Player (German: Schachtürke, lit. 'chess Turk'; Hungarian: A Török), or simply The Turk, was a fraudulent chess-playing machine constructed in 1770, which appeared to be able to play a strong game of chess against a human opponent. For 84 years, it was exhibited on tours by various owners as an automaton. The machine survived and continued giving occasional exhibitions until 1854, when a fire swept through the museum where it was kept, destroying the machine. Afterwards, articles were published by a son of the machine's owner revealing its secrets to the public: that it was an elaborate hoax, suspected by some, but never proven in public while it still existed. Constructed and unveiled in 1770 by Wolfgang von Kempelen (1734–1804) to impress Empress Maria Theresa of Austria, the mechanism appeared to be able to play a strong game of chess against a human opponent, as well as perform the knight's tour, a puzzle that requires the player to move a knight to occupy every square of a chessboard exactly once. The Turk was in fact a mechanical illusion that allowed a human chess master hiding inside to operate the machine. With a skilled operator, the Turk won most of the games played during its demonstrations around Europe and the Americas for nearly 84 years, playing and defeating many challengers including statesmen such as Napoleon Bonaparte and Benjamin Franklin. The device was later purchased in 1804 and exhibited by Johann Nepomuk Mälzel. The chessmasters who secretly operated it included Johann Allgaier, Boncourt, Aaron Alexandre, William Lewis, Jacques Mouret, and William Schlumberger, but the operators within the mechanism during Kempelen's original tour remain unknown. ## Construction Kempelen was inspired to build the Turk following his attendance at the court of Maria Theresa of Austria at Schönbrunn Palace, where François Pelletier was performing an illusion act. An exchange afterward resulted in Kempelen promising to return to the Palace with an invention that would top the illusions. The result of the challenge was the Automaton Chess-player, known in modern times as the Turk. The machine consisted of a life-sized model of a human head and torso, with a black beard and grey eyes, and dressed in Ottoman robes and a turban—"the traditional costume", according to journalist and author Tom Standage, "of an oriental sorcerer". Its left arm held a long Ottoman smoking pipe while at rest, while its right lay on the top of a large cabinet that measured about 3.5 feet (110 cm) long, 2 feet (61 cm) wide, and 2.5 feet (76 cm) high. Placed on the top of the cabinet was a chessboard, which measured 18 inches (460 mm) on each side. The front of the cabinet consisted of three doors, an opening, and a drawer, which could be opened to reveal a red and white ivory chess set. The interior of the machine was very complicated and designed to mislead those who observed it. When opened on the left, the front doors of the cabinet exposed a number of gears and cogs similar to clockwork. The section was designed so that if the back doors of the cabinet were open at the same time one could see through the machine. The other side of the cabinet did not house machinery; instead it contained a red cushion and some removable parts, as well as brass structures. This area was also designed to provide a clear line of vision through the machine. Underneath the robes of the Ottoman model, two other doors were hidden. These also exposed clockwork machinery and provided a similarly unobstructed view through the machine. The design allowed the presenter of the machine to open every available door to the public, to maintain the illusion. Neither the clockwork visible to the left side of the machine nor the drawer that housed the chess set extended fully to the rear of the cabinet; they instead went only one third of the way. A sliding seat was also installed, allowing the operator inside to slide from place to place and thus evade observation as the presenter opened various doors. The sliding of the seat caused dummy machinery to slide into its place to further conceal the person inside the cabinet. The chessboard on the top of the cabinet was thin enough to allow for a magnetic linkage. Each piece in the chess set had a small, strong magnet attached to its base, and when they were placed on the board the pieces would attract a magnet attached to a string under their specific places on the board. This allowed the operator inside the machine to see which pieces moved where on the chess board. The bottom of the chessboard had corresponding numbers, 1–64, allowing the operator to see which places on the board were affected by a player's move. The internal magnets were positioned in a way that outside magnetic forces did not influence them, and Kempelen would often allow a large magnet to sit at the side of the board in an attempt to show that the machine was not influenced by magnetism. As a further means of misdirection, the Turk came with a small wooden coffin-like box that the presenter would place on the top of the cabinet. While Johann Nepomuk Mälzel, a later owner of the machine, did not use the box, Kempelen often peered into the box during play, suggesting that the box controlled some aspect of the machine. The box was believed by some to have supernatural power; Karl Gottlieb von Windisch wrote in his 1784 book Inanimate Reason that "[o]ne old lady, in particular, who had not forgotten the tales she had been told in her youth ... went and hid herself in a window seat, as distant as she could from the evil spirit, which she firmly believed possessed the machine." The interior also contained a pegboard chess board connected to a pantograph-style series of levers that controlled the model's left arm. The metal pointer on the pantograph moved over the interior chessboard, and would simultaneously move the arm of the Turk over the chessboard on the cabinet. The range of motion allowed the operator to move the Turk's arm up and down, and turning the lever would open and close the Turk's hand, allowing it to grasp the pieces on the board. All of this was made visible to the operator by using a simple candle, which had a ventilation system through the model. Other parts of the machinery allowed for a clockwork-type sound to be played when the Turk made a move, further adding to the machinery illusion, and for the Turk to make various facial expressions. A voice box was added following the Turk's acquisition by Mälzel, allowing the machine to say "Échec!" (French for "check") during matches. An operator inside the machine also had tools to assist in communicating with the presenter outside. Two brass discs equipped with numbers were positioned opposite each other on the inside and outside of the cabinet. A rod could rotate the discs to the desired number, which acted as a code between the two. ## Exhibition The Turk made its debut in 1770 at Schönbrunn Palace, about six months after Pelletier's act. Kempelen addressed the court, presenting what he had built, and began the demonstration of the machine and its parts. With every showing of the Turk, Kempelen began by opening the doors and drawers of the cabinet, allowing members of the audience to inspect the machine. Following this display, Kempelen would announce that the machine was ready for a challenger. Kempelen would inform the player that the Turk would use the white pieces and have the first move. Between moves the Turk kept its left arm on the cushion. The Turk could nod twice if it threatened its opponent's queen, and three times upon placing the king in check. If an opponent made an illegal move, the Turk would shake its head, move the piece back and make its own move, thus forcing a forfeit of its opponent's move. Louis Dutens, a traveller who observed a showing of the Turk, attempted to trick the machine "by giving the Queen the move of a Knight, but my mechanic opponent was not to be so imposed upon; he took up my Queen and replaced her in the square from which I had moved her". Kempelen made it a point to traverse the room during the match, and invited observers to bring magnets, irons, and lodestones to the cabinet to test whether the machine was run by a form of magnetism or weights. The first person to play against the Turk was Count Ludwig von Cobenzl, an Austrian courtier at the palace. Along with other challengers that day, he was quickly defeated, with observers of the match stating that the machine played aggressively, and typically beat its opponents within thirty minutes. Another part of the machine's exhibition was the completion of the knight's tour, a famed chess puzzle. The puzzle requires the player to move a knight around a chessboard, touching each square once along the way. While most experienced chess players of the time still struggled with the puzzle, the Turk was capable of completing the tour without any difficulty from any starting point via a pegboard used by the operator with a mapping of the puzzle laid out. The Turk also had the ability to converse with spectators using a letter board. The operator, whose identity during the period when Kempelen presented the machine at Schönbrunn Palace is unknown, was able to do this in English, French, and German. Carl Friedrich Hindenburg, a university mathematician, kept a record of the conversations during the Turk's time in Leipzig and published it in 1789 as Über den Schachspieler des Herrn von Kempelen und dessen Nachbildung (or On the Chessplayer of Mr. von Kempelen And Its Replica). Topics of questions put to and answered by the Turk included its age, marital status, and its secret workings. ## Tour of Europe Following word of its debut, interest in the machine grew across Europe. Kempelen, however, was more interested in his other projects and avoided exhibiting the Turk, often lying about the machine's repair status to prospective challengers. Von Windisch wrote at one point that Kempelen "refused the entreaties of his friends, and a crowd of curious persons from all countries, the satisfaction of seeing this far-famed machine". In the decade following its debut at Schönbrunn Palace the Turk only played one opponent, Sir Robert Murray Keith, a Scottish noble, and Kempelen went as far as dismantling the Turk entirely following the match. Kempelen was quoted as referring to the invention as a "mere bagatelle", as he was not pleased with its popularity and would rather continue work on steam engines and machines that replicated human speech. In 1781, Kempelen was ordered by Emperor Joseph II to reconstruct the Turk and deliver it to Vienna for a state visit from Grand Duke Paul of Russia and his wife. The appearance was so successful that Grand Duke Paul suggested a tour of Europe for the Turk, a request to which Kempelen reluctantly agreed. The Turk began its European tour in 1783, beginning with an appearance in France in April. A stop at Versailles beginning on April 17, preceded an exhibition in Paris, where the Turk lost a match to Charles Godefroy de La Tour d'Auvergne, the Duc de Bouillon. Upon arrival in Paris in May 1783, it was displayed to the public and played a variety of opponents, including a lawyer named Mr. Bernard who was a second rank in chess ability. Following the sessions at Versailles, demands increased for a match with François-André Danican Philidor, who was considered the best chess player of his time. Moving to the Café de la Régence, the machine played many of the most skilled players, often losing (e.g. against Bernard and Verdoni), until securing a match with Philidor at the Académie des Sciences. While Philidor won his match with the Turk, Philidor's son noted that his father called it "his most fatiguing game of chess ever!" The Turk's final game in Paris was against Benjamin Franklin, who was serving as ambassador to France from the United States. Franklin reportedly enjoyed the game with the Turk and was interested in the machine for the rest of his life, keeping a copy of Philip Thicknesse's book The Speaking Figure and the Automaton Chess Player, Exposed and Detected in his personal library. Following his tour of Paris, Kempelen moved the Turk to London, where it was exhibited daily for five shillings. Thicknesse, known in his time as a skeptic, sought out the Turk in an attempt to expose the inner workings of the machine. While he respected Kempelen as "a very ingenious man", he asserted that the Turk was an elaborate hoax with a small child inside the machine, describing the machine as "a complicated piece of clockwork ... which is nothing more, than one, of many other ingenious devices, to misguide and delude the observers". After a year in London, Kempelen and the Turk travelled to Leipzig, stopping in various European cities along the way. From Leipzig, it went to Dresden, where Joseph Friedrich Freiherr von Racknitz viewed the Turk and published his findings in Über den Schachspieler des Herrn von Kempelen und dessen Nachbildung, along with illustrations showing his beliefs about how the machine operated. It then moved to Amsterdam, after which Kempelen is said to have accepted an invitation to the Sanssouci palace in Potsdam of Frederick the Great, King of Prussia. The story goes that Frederick enjoyed the Turk so much that he paid a large sum of money to Kempelen in exchange for the Turk's secrets. Frederick never gave the secret away, but was reportedly disappointed to learn how the machine worked. This story is almost certainly apocryphal; there is no evidence of the Turk's encounter with Frederick, the first mention of which comes in the early 19th century, by which time the Turk was also incorrectly said to have played against George III of Great Britain. It seems most likely that the machine stayed dormant at Schönbrunn Palace for over two decades, although Kempelen attempted unsuccessfully to sell it in his final years. Kempelen died at the age of 70 on 26 March 1804. ## Mälzel and the machine Following the death of Kempelen, the Turk remained unexhibited until 1805 when Kempelen's son decided to sell it to Johann Nepomuk Mälzel, a Bavarian musician with an interest in various machines and devices. Mälzel, whose successes included patenting a form of metronome, had tried to purchase the Turk once previously, before Kempelen's death. The original attempt had failed, owing to Kempelen's asking price of 20,000 francs; Kempelen's son sold the machine to Mälzel for half this sum. Upon acquiring the Turk, Mälzel had to learn its secrets and make some repairs to get it back in working order. His stated goal was to make explaining the Turk a greater challenge. While the completion of this goal took ten years, the Turk still made appearances, most notably with Napoleon Bonaparte. In 1809, Napoleon I of France arrived at Schönbrunn Palace to play the Turk. According to an eyewitness report, Mälzel took responsibility for the construction of the machine while preparing the game, and the Turk (Johann Baptist Allgaier) saluted Napoleon before the start of the match. The details of the match have been published over the years in numerous accounts, many of them contradictory. According to Bradley Ewart, it is believed that the Turk sat at its cabinet, and Napoleon sat at a separate chess table. Napoleon's table was in a roped-off area and he was not allowed to cross into the Turk's area, with Mälzel crossing back and forth to make each player's move and allowing a clear view for the spectators. In a surprise move, Napoleon took the first turn instead of allowing the Turk to make the first move, as was usual; but Mälzel allowed the game to continue. Shortly thereafter, Napoleon attempted an illegal move. Upon noticing the move, the Turk returned the piece to its original spot and continued the game. Napoleon attempted the illegal move a second time, and the Turk responded by removing the piece from the board entirely and taking its turn. Napoleon then attempted the move a third time, the Turk responding with a sweep of its arm, knocking all the pieces off the board. Napoleon was reportedly amused, and then played a real game with the machine, completing nineteen moves before tipping over his king in surrender. Alternate versions of the story include Napoleon being unhappy about losing to the machine, playing the machine at a later time, playing one match with a magnet on the board, and playing a match with a shawl around the head and body of the Turk in an attempt to obscure its vision. In 1811, Mälzel brought the Turk to Milan for a performance with Eugène de Beauharnais, the Prince of Venice and Viceroy of Italy. Beauharnais enjoyed the machine so much that he offered to purchase it from Mälzel. After some serious bargaining, Beauharnais acquired the Turk for 30,000 francs—three times what Mälzel had paid—and kept it for four years. In 1815, Mälzel returned to Beauharnais in Munich and asked to buy the Turk back. There exist two versions of how much he had to pay, eventually working out an agreement. One version appeared in the French periodical Le Palamède. The complete story does not make a lot of sense since Mälzel visited Paris again, and he also could import his "Conflagration of Moscow". Following the repurchase, Mälzel brought the Turk back to Paris, where he made acquaintances of many of the leading chess players at Café de la Régence. Mälzel stayed in France with the machine until 1818, when he moved to London and held a number of performances with the Turk and many of his other machines. In London, Mälzel and his act received a large amount of press, and he continued improving the machine, ultimately installing a voice box so the machine could say "Échec!" when placing a player in check. In 1819, Mälzel took the Turk on a tour of the United Kingdom. There were several new developments in the act, such as allowing the opponent the first move and eliminating the king's bishop's pawn from the Turk's pieces. This pawn handicap created further interest in the Turk, and spawned a book by W. J. Hunneman chronicling the matches played with this handicap. Despite the handicap, the Turk (operated by Mouret at the time) ended up with forty-five victories, three losses, and two stalemates. ## Mälzel in North America The appearances of the Turk were profitable for Mälzel, and he continued by taking it and his other machines to the United States. In 1826, he opened an exhibition in New York City that slowly grew in popularity, giving rise to many newspaper stories and anonymous threats of exposure of the secret. Mälzel's problem was finding a proper operator for the machine, having trained an unknown woman in France before coming to the United States. He ended up recalling a former operator, William Schlumberger, from Alsace in Europe to come to America and work for him again once Mälzel was able to provide the money for Schlumberger's transport. Upon Schlumberger's arrival, the Turk debuted in Boston, Mälzel spinning a story that the New York chess players could not handle full games and that the Boston players were much better opponents. This was a success for many weeks, and the tour moved to Philadelphia for three months. Following Philadelphia, the Turk moved to Baltimore, where it played for a number of months, including losing a match against Charles Carroll, a signer of the Declaration of Independence. The exhibition in Baltimore brought news that two brothers had constructed their own machine, the Walker Chess-player. Mälzel viewed the competing machine and attempted to buy it, but the offer was declined and the duplicate machine toured for a number of years, never receiving the fame that Mälzel's machine did and eventually falling into obscurity. Mälzel continued with exhibitions around the United States until 1828, when he took some time off and visited Europe, returning in 1829. Throughout the 1830s, he continued to tour the United States, exhibiting the machine as far west as the Mississippi River and visiting Canada. In Richmond, Virginia, the Turk was observed by Edgar Allan Poe, who was writing for the Southern Literary Messenger. Poe's essay "Maelzel's Chess Player" was published in April 1836 and is the most famous essay on the Turk, even though many of Poe's hypotheses were incorrect (such as that a chess-playing machine must always win). Mälzel eventually took the Turk on his second tour to Havana, Cuba. In Cuba, Schlumberger died of yellow fever, leaving Mälzel without an operator for his machine. Dejected, Mälzel died at sea in 1838 at the age of 66 during his return trip, leaving his machinery with the ship captain. ## Final years and beyond When the ship on which Mälzel died returned, his various machines, including the Turk, fell into the hands of Mälzel's friend, the businessman John Ohl. He attempted to auction off the Turk, but owing to low bidding ultimately bought it himself for \$400. Only when John Kearsley Mitchell from Philadelphia, Edgar Allan Poe's personal physician and an admirer of the Turk, approached Ohl did the Turk change hands again. Mitchell formed a restoration club and went about the business of repairing the Turk for public appearances, completing the restoration in 1840. As interest in the Turk outgrew its location, Mitchell and his club chose to donate the machine to the Chinese Museum of Charles Willson Peale. While the Turk still occasionally gave performances, it was eventually relegated to the corners of the museum and forgotten about until 5 July 1854, when a fire that started at the National Theater in Philadelphia reached the Museum and destroyed the Turk. Mitchell believed he had heard "through the struggling flames ... the last words of our departed friend, the sternly whispered, oft repeated syllables, 'echec! echec!!'" John Gaughan, an American manufacturer of equipment for magicians based in Los Angeles, spent \$120,000 building his own version of Kempelen's machine over a five-year period from 1984. The machine uses the original chessboard, which was stored separately from the original Turk and was not destroyed in the fire. The first public display of Gaughan's Turk was in November 1989 at a history of magic conference. The machine was presented much as Kempelen presented the original, except that the opponent was replaced by a computer running a chess program. ## Revealing the secrets While many books and articles were written during the Turk's life about how it worked, most were inaccurate, drawing incorrect inferences from external observation. The first articles on the mechanism were published in a French magazine entitled Le Magasin pittoresque in 1834. It was not until Silas Mitchell's series of articles for The Chess Monthly that the secret was fully revealed. Mitchell, son of the final private owner of the Turk, wrote that "no secret was ever kept as the Turk's has been. Guessed at, in part, many times, no one of the several explanations ... ever solved this amusing puzzle". As the Turk was lost to fire at the time of this publication, Silas Mitchell felt that there were "no longer any reasons for concealing from the amateurs of chess, the solution to this ancient enigma". The most important biographical history about the Chess-player and Mälzel was presented in The Book of the First American Chess Congress, published by Daniel Willard Fiske in 1857. The account, "The Automaton Chess-Player in America", was written by Professor George Allen of Philadelphia, in the form of a letter to William Lewis, one of the former operators of the chess automaton. In 1859, a letter published in the Philadelphia Sunday Dispatch by William F. Kummer, who worked as an operator under John Mitchell, revealed another piece of the secret: a candle inside the cabinet. A series of tubes led from the lamp to the turban of the Turk for ventilation. The smoke rising from the turban would be disguised by the smoke coming from the other candelabra in the area where the game was played. Later in 1859, an uncredited article appeared in Littell's Living Age that purported to be the story of the Turk from French magician Jean Eugène Robert-Houdin. This was rife with errors ranging from dates of events to a story of a Polish officer whose legs were amputated, but ended up being rescued by Kempelen and smuggled back to Russia inside the machine. A new article about the Turk did not turn up until 1899, when The American Chess Magazine published an account of the Turk's match with Napoleon Bonaparte. The story was basically a review of previous accounts, and a substantive published account would not appear until 1947, when Chess Review published articles by Kenneth Harkness and Jack Straley Battell that amounted to a comprehensive history and description of the Turk, complete with new diagrams that synthesized information from previous publications. Another article written in 1960 for American Heritage by Ernest Wittenberg provided new diagrams describing how the operator sat inside the cabinet. In Henry A. Davidson's 1945 publication A Short History of Chess, significant weight is given to Poe's essay which erroneously suggested that the player sat inside the Turk figure, rather than on a moving seat inside the cabinet. A similar error would occur in Alex G. Bell's 1978 book The Machine Plays Chess, which falsely asserted that "the operator was a trained boy (or very small adult) who followed the directions of the chess player who was hidden elsewhere on stage or in the theater ..." More books were published about the Turk toward the end of the 20th century. Along with Bell's book, Charles Michael Carroll's The Great Chess Automaton (1975) focused more on the studies of the Turk. Bradley Ewart's Chess: Man vs. Machine (1980) discussed the Turk as well as other purported chess-playing automatons. It was not until the creation of Deep Blue, IBM's attempt at a computer that could challenge the world's best players, that interest increased again, and two more books were published: Gerald M. Levitt's The Turk, Chess Automaton (2000), and Tom Standage's The Turk: The Life and Times of the Famous Eighteenth-Century Chess-Playing Machine, published in 2002. The Turk was used as a personification of Deep Blue in the 2003 documentary Game Over: Kasparov and the Machine. ## Legacy and popular culture Owing to the Turk's popularity and mystery, its construction inspired a number of inventions and imitations, including Ajeeb, or "The Egyptian", an American imitation built by Charles Hopper that President Grover Cleveland played in 1885, and Mephisto, the self-described "most famous" machine, of which little is known. The first imitation was made while Mälzel was in Baltimore. Created by the Brothers Walker, the "American Chess Player" made its debut in May 1827 in New York. El Ajedrecista was built in 1912 by Leonardo Torres Quevedo as a chess-playing automaton and made its public debut during the Paris World Fair of 1914. Capable of playing rook and king versus king endgames using electromagnets, it was the first true chess-playing automaton, and a precursor of sorts to Deep Blue. The Turk was visited in London by Rev. Edmund Cartwright in 1784. He was so intrigued by the Turk that he would later question whether "it is more difficult to construct a machine that shall weave than one which shall make all the variety of moves required in that complicated game". Cartwright would patent the prototype for a power loom within the year. Sir Charles Wheatstone, an inventor, saw a later appearance of the Turk while it was owned by Mälzel. He also saw some of Mälzel's speaking machines, and Mälzel later presented a demonstration of the speaking machines to the researcher and his teenage son. Alexander Graham Bell obtained a copy of a book by Wolfgang von Kempelen on speaking machines after being inspired by seeing a similar machine built by Wheatstone; Bell went on to file the first successful patent for the telephone. A play, The Automaton Chess Player, was presented in New York City in 1845. The advertising, as well as an article that appeared in The Illustrated London News, claimed that the play featured Kempelen's Turk, but it was in fact a copy of the Turk created by J. Walker, who had earlier presented the Walker Chess-player. Raymond Bernard's silent feature film The Chess Player (1927) weaves elements from the real story of the Turk into an adventure tale set in the aftermath of the first of the Partitions of Poland in 1772. The film's "Baron von Kempelen" helps a dashing young Polish nationalist on the run from the occupying Russians, who also happens to be an expert chess player, by hiding him inside a chess playing automaton called the Turk, closely based on the real Kempelen model. Just as they are about to escape over the border, the Baron is summoned to Saint Petersburg to present the Turk to the empress Catherine II. In an echo of the Napoleon incident, Catherine attempts to cheat the Turk, who wipes all the pieces from the board in response. The Turk has also inspired works of literary fiction. In 1849, just a few years before the Turk was destroyed, Edgar Allan Poe published a tale "Von Kempelen and His Discovery". Ambrose Bierce's short story "Moxon's Master", published in 1909, is a morbid tale about a chess-playing automaton that resembles the Turk. In 1938, John Dickson Carr published The Crooked Hinge, a locked-room mystery in his line of Dr. Gideon Fell detective novels. Among the puzzles presented included an automaton that operates in a way that is unexplainable to the characters. Gene Wolfe's 1977 science fiction short story "The Marvellous Brass Chessplaying Automaton" also features a device very similar to the Turk. Robert Loehr's 2007 novel The Chess Machine (published in the UK as The Secrets of the Chess Machine) focuses on the man inside the machine. F. Gwynplaine MacIntyre's 2007 story "The Clockwork Horror" reconstructs Edgar Allan Poe's original encounter with Mälzel's chess-player, and also establishes (from contemporary advertisements in a Richmond newspaper) precisely when and where this encounter took place. Walter Benjamin alludes to the Mechanical Turk in the first thesis of his Theses on the Philosophy of History (Über den Begriff der Geschichte), written in 1940.
149,246
James B. Weaver
1,162,869,315
American politician (1833–1912)
[ "1833 births", "1912 deaths", "19th-century American politicians", "American abolitionists", "American lawyers admitted to the practice of law by reading law", "American social democrats", "Burials at Woodland Cemetery (Des Moines, Iowa)", "Candidates in the 1880 United States presidential election", "Candidates in the 1892 United States presidential election", "District attorneys in Iowa", "Greenback Party members of the United States House of Representatives from Iowa", "Greenback Party presidential nominees", "Iowa Democrats", "Iowa Greenbacks", "Iowa Populists", "Iowa Republicans", "Mayors of places in Iowa", "Members of the Methodist Episcopal Church", "Members of the United States House of Representatives from Iowa", "Methodist abolitionists", "Methodists from Iowa", "People from Bloomfield, Iowa", "People from Cass County, Michigan", "People from Colfax, Iowa", "People from Davis County, Iowa", "People of Iowa in the American Civil War", "Politicians from Dayton, Ohio", "Union Army generals" ]
James Baird Weaver (June 12, 1833 – February 12, 1912) was an American politician who was a member of the United States House of Representatives and two-time candidate for President of the United States. Born in Ohio, he moved to Iowa as a boy when his family claimed a homestead on the frontier. He became politically active as a young man and was an advocate for farmers and laborers. He joined and quit several political parties in the furtherance of the progressive causes in which he believed. After serving in the Union Army in the American Civil War, Weaver returned to Iowa and worked for the election of Republican candidates. After several unsuccessful attempts at Republican nominations to various offices, and growing dissatisfied with the conservative wing of the party, in 1877 Weaver switched to the Greenback Party, which supported increasing the money supply and regulating big business. As a Greenbacker with Democratic support, Weaver won election to the House in 1878. The Greenbackers nominated Weaver for president in 1880, but he received only 3.3 percent of the popular vote. After several more attempts at elected office, he was again elected to the House in 1884 and 1886. In Congress, he worked for expansion of the money supply and for the opening of Indian Territory to white settlement. As the Greenback Party fell apart, a new anti-big business third party, the People's Party ("Populists"), arose. Weaver helped to organize the party and was their nominee for president in 1892. This time he was more successful and gained 8.5 percent of the popular vote and won five states, but still fell far short of victory. The Populists merged with the Democrats by the end of the 19th century, and Weaver went with them, promoting the candidacy of William Jennings Bryan for president in 1896, 1900, and 1908. After serving as mayor of his home town, Colfax, Iowa, Weaver retired from his pursuit of elective office. He died in Iowa in 1912. Most of Weaver's political goals remained unfulfilled at his death, but many came to pass in the following decades. ## Early years James Baird Weaver was born in Dayton, Ohio, on June 12, 1833, the fifth of thirteen children of Abram Weaver and Susan Imlay Weaver. Weaver's father was a farmer, also born in Ohio, and a descendant of Revolutionary War veterans. He married Weaver's mother, who was from New Jersey, in 1824. Shortly after Weaver's birth, in 1835, the family moved to a farm nine miles north of Cassopolis, Michigan. In 1842, the family moved again to the Iowa Territory to await the opening of former Sac and Fox land to white settlement the following year. They claimed a homestead along the Chequest Creek in Davis County. Abram Weaver built a house and farmed his new land until 1848, when the family moved to Bloomfield, the county seat. Abram Weaver, a Democrat involved in local politics, was elected clerk of the district court in 1848; he often vied for election to other offices, usually unsuccessfully. Weaver's brother-in-law, Hosea Horn, a Whig, was appointed postmaster the following year, and through him James Weaver secured his first job, delivering mail to neighboring Jefferson County. In 1851 Weaver quit the mail route to read law with Samuel G. McAchran, a local lawyer. Two years later, Weaver interrupted his legal career to accompany another brother-in-law, Dr. Calvin Phelps, on a cattle drive overland from Bloomfield to Sacramento, California. Weaver initially intended to stay and prospect for gold, but instead booked passage on a ship for Panama. He crossed the isthmus, boarded another ship to New York, and returned home to Iowa. Upon his return, Weaver worked briefly as a store clerk before resuming the study of law. He enrolled in the Cincinnati Law School in 1855, where he studied under Bellamy Storer. While in Cincinnati, Weaver began to question his support for the institution of slavery, a change biographers attribute to Storer's influence. After graduating in 1856 Weaver returned to Bloomfield and was admitted to the Iowa bar. By 1857, he had broken with the Democratic Party of his father to join the growing coalition that opposed the expansion of slavery, which became the Republican Party. Weaver traveled around southern Iowa in 1858, giving speeches on behalf of his new party's candidates. That summer, he married Clarrisa (Clara) Vinson, a schoolteacher from nearby Keosauqua, Iowa, whom he had courted since he returned from Cincinnati. The marriage lasted until Weaver's death in 1912 and the couple had eight children. After the wedding, Weaver started a law firm with Hosea Horn and continued his involvement in Republican politics. He gave several speeches on behalf of Samuel J. Kirkwood for governor in 1859 in a campaign that focused heavily on the slavery debate; although the Republicans lost Weaver's Davis County, Kirkwood narrowly won the election. The next year, Weaver served as a delegate to the state convention and, although not a national delegate, traveled with the Iowa delegation to the 1860 Republican National Convention, where Abraham Lincoln was nominated. Lincoln carried Iowa and won the election, but Southern states responded to the Republican victory by seceding from the Union. By April 1861, the American Civil War had begun. ## Civil War After the Confederate attack on Fort Sumter, Lincoln called for 75,000 men to join the Union Army. Weaver enlisted in what became Company G of the 2nd Iowa Volunteer Infantry Regiment, and was elected the company's first lieutenant. The 2nd Iowa, commanded by Colonel Samuel Ryan Curtis, a former Congressman, was ordered to Missouri in June 1861 to secure railroad lines in that border state. Weaver's unit spent that summer in northern Missouri and did not see action. Meanwhile Clara gave birth to the couple's second child and first son, named James Bellamy Weaver after his father and Bellamy Storer. Weaver's first chance at action came in February 1862, when the 2nd Iowa joined Brigadier General Ulysses S. Grant's army outside the Confederate Fort Donelson in Tennessee. Weaver's company was in the thick of the fight, which he described as a "holocaust to the demon of battles", and he took a minor wound in the arm. The rebels surrendered the next day, the most important Union victory of the war to date. The 2nd Iowa next joined other units in the area at Pittsburg Landing, Tennessee, to mass for a major assault deeper into the South. Confederate forces met them there, in the Battle of Shiloh. Weaver's regiment was in the center of the Union lines, in the area later known as the "hornets' nest", and were forced to retreat amid fierce fighting. The next day, the Union forces turned the tide and forced the rebels off the field in what Weaver called a "perfect rout". The carnage at Shiloh (some 20,000 killed and wounded on both sides) was on a scale never before seen in American warfare, and both sides learned that the war would end neither quickly nor easily. After Shiloh, Weaver and the 2nd Iowa slowly advanced to Corinth, Mississippi, where he was promoted to major. Rebel forces attacked the Union armies there in the Second Battle of Corinth, where Weaver's courage in that Union victory convinced his superiors to promote him to colonel after the regiment's commanding officer was killed. After Corinth, Weaver's unit took up garrison duty in northern Mississippi. In the summer of 1863 they were redeployed to the Tennessee–Alabama border, again on occupation duty around Pulaski, Tennessee. They rejoined the action at the Battle of Resaca, a part of the Atlanta Campaign, then continued with Major General William Tecumseh Sherman's march through Georgia to the sea in 1864. Weaver's enlistment ended in May 1864, and he returned to his family in Iowa. After the war ended Weaver received a promotion to brevet brigadier general, backdated to March 13, 1865. ## Republican politics Soon after returning from the war Weaver became editor of a pro-Republican Bloomfield newspaper, the Weekly Union Guard. At the 1865 Iowa Republican State Convention, he placed second for the nomination for lieutenant governor. The following year, Weaver was elected district attorney for the second judicial district, covering six counties in southern Iowa. In 1867, President Andrew Johnson appointed him assessor of internal revenue in the first Congressional district, which extended across southeastern Iowa. The job came with a \$1500 salary, plus a percentage of taxes collected over \$100,000. Weaver held that lucrative position until 1872, when Congress abolished it. He also became involved in the Methodist Episcopal Church, serving as a delegate to a church convention in Baltimore in 1876. Membership in the Methodist church coincided with Weaver's interest in the growing movement for prohibition of the sale and consumption of alcoholic beverages. His income and prestige grew along with his family, which included seven children by 1877. Weaver's success allowed him to build a large new home for his family, which still stands. Weaver's work for the party led many to support his nomination to represent Iowa's 6th congressional district in the federal House of Representatives in 1874. Many party insiders, however, were wary of Weaver's association with the Prohibition movement and preferred to remain uncommitted on the divisive issue. At the convention, Weaver led on the first ballot, but ultimately lost the nomination by one vote to Ezekiel S. Sampson, a local judge. Weaver's allies attributed his loss to "the meanest kind of wire pulling", but Weaver shrugged off the defeat and aimed instead at the gubernatorial nomination in 1875. He launched a vigorous effort, courted delegates around the state, and explicitly endorsed Prohibition and greater state control of railroad rates. Weaver attracted many delegates' support, but alienated those who were friendly to the railroads and wished to avoid the liquor issue. Opposition was scattered among several lesser-known candidates, mostly members of Senator William B. Allison's conservative wing of the party. They united at the convention when a delegate unexpectedly nominated former governor Kirkwood. The nomination carried easily and, after Allison's associates persuaded him to accept it, Kirkwood was nominated, and went on to win the election. In a further defeat, the delegates refused to endorse Prohibition in the party platform. Weaver had small consolation in a nomination to the state Senate, but he lost to his Democratic opponent in the election that fall. ## Switch to the Greenback Party After his defeats in 1875 Weaver grew disenchanted with the Republican party, not only because it had spurned him, but also because of the policy choices of the dominant Allison faction. In May 1876 he traveled to Indianapolis to attend the national convention of the newly formed Greenback Party. The new party had arisen, mostly in the West, as a response to the economic depression that followed the Panic of 1873. During the Civil War, Congress had authorized "greenbacks", a new form of fiat money that was redeemable not in gold but in government bonds. The greenbacks had helped to finance the war when the government's gold supply did not keep pace with the expanding costs of maintaining the armies. When the crisis had passed, many in both parties, especially in the East, wanted to place the nation's currency on a gold standard as soon as possible. The Specie Payment Resumption Act, passed in 1875, ordered that greenbacks be gradually withdrawn and replaced with gold-backed currency beginning in 1879. At the same time, the depression had made it more expensive for debtors to pay debts they had contracted when currency was less valuable. Beyond their support for a larger money supply, Greenbackers also favored an eight-hour work day, safety regulations in factories, and an end to child labor. As historian Herbert Clancy put it, they "anticipated by almost fifty years the progressive legislation of the first quarter of the twentieth century". In the 1876 presidential campaign the Republicans nominated Rutherford B. Hayes and the Democrats chose Samuel J. Tilden. Both candidates opposed the issuance of more greenbacks (candidates who favored the gold-backed currency were called "hard money" supporters, while the Greenbackers' policy of encouraging inflation was known as "soft money".) Weaver was impressed with the Greenbackers and their candidate, Peter Cooper, but while he advocated some soft-money policies, he declined the Greenback nomination for Congress and remained a Republican; he campaigned for Hayes in the election that year. In 1877 Weaver attended the Republican state convention and saw the state party adopt a soft-money platform that also favored Prohibition. The gubernatorial nominee, however, was John H. Gear, an opponent of Prohibition who had worked to defeat Weaver in his quest for the governorship two years earlier. After initially supporting Gear Weaver joined the Greenback party in August. He gave speeches on behalf of his new party, debated former allies across the state, and establishing himself as a prominent advocate for the Greenback cause. ## Congress In May 1878 Weaver accepted the Greenback nomination for the House of Representatives in the 6th district. Although Weaver's political career up to then had been as a staunch Republican, Democrats in the 6th district thought that endorsing him was likely the only way to defeat Sampson, the incumbent Republican. Since the start of the Civil War, Democrats had been in the minority across Iowa; electoral fusion with Greenbackers represented their best chance to get their candidates into office. Hard-money Democrats objected to the idea, but some were reassured when Henry H. Trimble, a prominent Bloomfield Democrat, assured them that if elected Weaver would align with House Democrats on all issues other than the money question. Democrats declined to endorse any candidate at the 6th district convention, but soft-money leaders in the party circulated their own slate of candidates that included Democrats and Greenbackers. The Greenback–Democrat ticket prevailed, and Weaver was elected with 16,366 votes to Sampson's 14,307. Weaver entered the 46th Congress in March 1879, one of thirteen Greenbackers elected in 1878. Although the House was closely divided, neither major party included the Greenbackers in their caucus, leaving them few committee assignments and little input on legislation. Weaver gave his first speech in April 1879, criticizing the use of the army to police Southern polling stations, while also decrying the violence against black Southerners that made such protection necessary; he then described the Greenback platform, which he said would put an end to the sectional and economic strife. The next month, he spoke in favor of a bill calling for an increase in the money supply by allowing the unlimited coinage of silver, but the bill was easily defeated. Weaver's oratorical skill drew praise, but he had no luck in advancing Greenback policy ideas. In 1880 Weaver prepared a resolution stating that the government, not banks, should issue currency and determine its volume, and that the federal debt should be repaid in whatever currency the government chose, not just gold as the law then required. The proposed resolution would never be allowed to emerge from committees dominated by Democrats and Republicans, so Weaver planned to introduce it directly to the whole House for debate, as members were permitted to do every Monday. Rather than debate a proposition that would expose the monetary divide in the Democratic Party, Speaker Samuel J. Randall refused to recognize Weaver when he rose to propose the resolution. Weaver returned to the floor each succeeding Monday, with the same result, and the press took notice of Randall's obstruction. Eventually, Republican James A. Garfield of Ohio interceded with Randall to recognize Weaver, which he reluctantly did on April 5, 1880. The Republicans, mostly united behind hard money, largely voted against the measure, while many Democrats joined the Greenbackers voting in favor. Despite support by the soft-money Democrats, the resolution was defeated 84–117 with many members abstaining. Although he lost the vote, Weaver had promoted the monetary issue in the national consciousness. ## Presidential election of 1880 By 1879, the Greenback coalition had divided, with the faction most prominent in the South and West, led by Marcus M. "Brick" Pomeroy, splitting from the main party. Pomeroy's faction, called the "Union Greenback Labor Party", was more radical and emphasized its independence, and suggested that Eastern Greenbackers were likely to "sell out the party at any time to the Democrats". Weaver remained with the rump Greenback party, often called the "National Greenback Party", and the national reputation he had earned in Congress made him one of the party's leading presidential hopefuls. The Union Greenbackers held their convention first and nominated Stephen D. Dillaye of New Jersey for president and Barzillai J. Chambers of Texas for vice president, but also sent a delegation to the National Greenback convention in Chicago that June, with an eye toward reuniting the party. The two factions agreed to reunify, and also to admit a delegation from the Socialist Labor Party. Thus united, the convention turned to nominations. Weaver led on the first ballot, and on the second he secured a majority. Chambers won the convention's vote for vice president. In a departure from the political traditions of the day Weaver himself campaigned, making speeches across the South in July and August. As the Greenbackers had the only ticket that included a Southerner, Weaver and Chambers hoped to make inroads in the South. As the campaign progressed, however, Weaver's message of racial inclusion drew violent protests in the South, as the Greenbackers faced the same obstacles the Republicans did in the face of increasing black disenfranchisement. In the autumn Weaver campaigned in the North, but the Greenbackers' lack of support was compounded by Weaver's refusal to run a fusion ticket in states where Democratic and Greenbacker strength might have combined to outvote the Republicans. Weaver received 305,997 votes and no electoral votes, compared to 4,446,158 for the winner, Republican James A. Garfield, and 4,444,260 for Democrat Winfield Scott Hancock. The party was strongest in the West and South, but in no state did Weaver receive more than 12 percent of the vote (his best state was Texas, with 11.7 percent); his nationwide total was just 3 percent. That figure represented an improvement over the Greenback vote of 1876, but to Weaver, who expected twice as many votes as he received, it was a disappointment. ## Office-seeker and party promoter After the election Weaver returned to the lame-duck session of Congress and proposed an unsuccessful constitutional amendment that would have provided for the direct election of Senators. After his term expired in March he resumed his speaking tour, promoting the Greenback Party across the nation. He and Edward H. Gillette, another Iowa Greenback Congressman, bought the Iowa Tribune in 1882 to help spread the Greenback message. That same year, Weaver ran for his old 6th district seat in the House against the incumbent Republican, Marsena E. Cutts. This time the Democrats and Greenbackers ran separate candidates, and Weaver finished a distant second. Cutts died before taking office, and the Republicans offered to let Weaver run unopposed in the special election if he rejoined their party; he declined, and John C. Cook, a Democrat, won the seat. In 1883 Weaver was the Greenback nominee for governor of Iowa. Again, the Democrats ran a separate candidate and the incumbent Republican, Buren R. Sherman, was re-elected with a plurality. Weaver was a delegate to the 1884 Greenback National Convention in Indianapolis and supported the eventual nominee, Benjamin Butler of Massachusetts. Back in Iowa, Weaver again ran for the House, this time with the Democrats' support. Greenback fortunes declined nationally, as Butler received just over half as many votes for president as Weaver had four years earlier. Weaver's House race bucked the trend: he defeated Republican Frank T. Campbell by just 67 votes. ## Return to Congress Unlike in his previous congressional term, when Weaver entered the 49th United States Congress, he was the only Greenback member. The new president, Democrat Grover Cleveland, was friendly to Weaver, and asked his advice on Iowa patronage. As it had been for years, Weaver's chief concern was with the nation's money and finance, and the relationship between labor and capital. In 1885 Weaver proposed the creation of a Department of Labor, which he suggested would find a solution to disputes between labor and management. Labor tensions increased the following year as the Knights of Labor went on strike against Jay Gould's rail empire, and a strike against the McCormick Harvesting Machine Company ended in the bloody Haymarket riot. Weaver believed the nation's hard-money policies were responsible for labor unrest, calling it "purely a question of money, and nothing else" and declaring, "If this Congress will not protect labor, it must protect itself". He saw the triumph of one plank of the Greenback platform when Congress established the Interstate Commerce Commission to regulate the railroads. Weaver thought the bill should have given the government more power, including the ability to set rates directly, but he voted for the final bill. Weaver also took up the issue of white settlement in Indian Territory. For several years, white settlers had been claiming homesteads in the Unassigned Lands in what is now Oklahoma. After the Civil War the Five Civilized Tribes had been forced to cede their unused western lands to the federal government. The settlers, known as Boomers, believed that federal ownership made the lands open to settlement under the Homestead Acts. The federal government disagreed, as did the Cherokee Nation, which leased its neighboring Cherokee Outlet to Kansas cattle ranchers, and many Easterners, who believed the Boomers to be the tools of railroad interests. Weaver saw the issue as one between the landless poor homesteaders and wealthy cattlemen, and took the side of the former. He introduced a bill in December 1885 to organize Indian Territory and the neighboring Neutral Strip into a new Oklahoma Territory. The bill died in committee, but Weaver reintroduced it in February 1886 and gave a speech calling for the Indian reservations to be broken up into homesteads for individual Natives and the remaining land to be open to white settlement. The Committee on Territories again rejected Weaver's bill, but approved a compromise measure that opened the Unassigned Lands, Cherokee Outlet, and Neutral Strip to settlement. Congress debated the bill over several months, while the tribes announced their resistance to their lands becoming a territory; according to an 1884 Supreme Court decision, Elk v. Wilkins, Native Americans were not citizens, and thus would have no voting rights in the new territory. When Weaver returned to Iowa to campaign for re-election, the bill was still in limbo. Running again on a Democratic–Greenback fusion ticket, Weaver was re-elected to the House in 1886 with a 618-vote majority. In the lame-duck session of 1887 Congress passed the Dawes Act, which allowed the president to terminate tribal governments, and broke up Indian reservations into homesteads for individual natives. Although the Five Civilized Tribes were exempt from the Act, the spirit of the law encouraged Weaver and the Boomers to continue their own efforts to open western Indian Territory to white settlement. Weaver reintroduced his Oklahoma bill in the new Congress the following year, but again it stalled in committee. He returned to Iowa for another re-election campaign in September 1888, but the Greenback party had fallen apart, replaced by a new left-wing third party, the Union Labor Party. In Iowa's 6th district, the new party agreed to fuse with Democrats to nominate Weaver, but this time the Republicans were stronger. Their candidate, John F. Lacey, was elected with an 828-vote margin. The Union Laborites and their presidential candidate, Alson Streeter, fared poorly nationally as well, and the new party soon dissolved. Weaver returned to Congress for the lame-duck session and once more pushed to organize the Oklahoma Territory. This time he prevailed, as the House voted 147–102 to open the Unassigned Lands to homesteaders. The Senate followed suit and President Cleveland, who was about to leave office, signed the bill into law. ## Farmers' Alliance and a new party The new president, Republican Benjamin Harrison, set April 22, 1889, as the date when the rush for the Unassigned Lands would begin. Weaver arrived at a railroad station in the territory in March with an eye toward relocating there. The would-be homesteaders welcomed him with great acclaim. Although settlers were not allowed to stake claims before noon on April 22, many scouted out the land ahead of time, and even marked off informal claims; Weaver was among them. After the rush, settlers who had waited challenged the claims of the "Sooners" who had entered early. Weaver's identification with the group harmed his popularity in the territory. His claim was ultimately denied, and he returned to Iowa in 1890. Weaver and his wife moved their household in 1890 from Bloomfield to Colfax, near Des Moines, as the former Congressman took up more active management of the Iowa Tribune. The Greenback and Union Labor parties were defunct, but he still proselytized for their ideals. In August 1890 Weaver addressed a convention in Des Moines where former Greenbackers and Laborites gathered, although he declined their nomination for Congress. The economic conditions that had created the Greenback party had not gone away; many farmers and laborers believed their situation had gotten worse since the Long Depression began in 1873. Many farmers had joined the Farmers' Alliance, which sought to promote soft-money ideas on a non-partisan basis; rather than create a third party, they endorsed major party candidates who supported their ideas and hired speakers to educate the public. Alliance-backed candidates did well in the 1890 elections, especially in the South, where Democrats endorsed by the Alliance won 44 seats. Alliance members gathered that December in Ocala, Florida, and formulated a platform, later called the Ocala Demands, that called for looser money, government control of the railroads, a graduated income tax, and the direct election of senators. Weaver endorsed the message in the Tribune and corresponded with the group's leader, Leonidas L. Polk. Weaver attended the group's convention in Cincinnati in May 1891, where he and Polk argued against forming a third party. Another delegate, Ignatius L. Donnelly, argued forcefully for a break from the two major parties, and his argument carried the day, although Weaver and Polk kept many of Donnelly's more radical proposals out of the convention's statement of principles. ## Presidential election of 1892 The following year, Weaver accepted the decision to form a new party (called the People's Party or Populist Party) and published a book, A Call to Action, detailing the party's principles and castigating the "few haughty millionaires who are gathering up the riches of the new world". He attended their convention in Omaha, Nebraska, in July 1892. After Polk's sudden death in June Weaver was considered the front-runner for the nomination. He was nominated on the first ballot, easily besting his closest rival, Senator James H. Kyle of South Dakota. Weaver accepted the nomination and promised to "visit every state in the Union and carry the banner of the people into the enemy's camp". The vice presidential nomination went to James G. Field, a Confederate veteran and former Attorney General of Virginia. The platform adopted in Omaha was ambitious for its time, calling for a graduated income tax, public ownership of the railroads, telegraph, and telephone systems, government-issued currency, and the unlimited coinage of silver (the idea that the United States would buy as much silver as miners could sell the government and strike it into coins) at a favorable 16-to-1 ratio with gold. The Republicans nominated Harrison for re-election, and the Democrats put forward ex-President Cleveland; as in 1880, Weaver was confident of a good showing for the new party against their opponents. Harrison had shown some favor to the free silver cause, but his party largely supported the hard-money gold standard; Cleveland was solidly for gold, but his running mate, Adlai Stevenson of Illinois, was a silverite. Against these, the Populist Party stood alone as undisputed partisans of soft money, which Weaver hoped would lead to success in rural areas. Further, as labor disturbances broke out in Homestead, Pennsylvania, and elsewhere, Weaver hoped urban laborers would rally to the Populist cause. Weaver embarked on a speaking tour across the northern plains and Pacific coast states. In late August he turned South, hoping to break the Democrats' grip on those states. As in 1880, the issue of race hurt Weaver among white Southern voters, as he sought to attract black voters by urging cooperation between white and black farmers and calling for an end to lynchings. Weaver drew good crowds in the South, but he and his wife were also subjected to abuse from hecklers. Southern Democrats depicted Weaver as a threat to the conservative Democrats in power there; with the increasing disenfranchisement of black voters, this was to prove fatal to the Populists' hopes in the South. On election day Cleveland triumphed, carrying the entire South and many Northern states. Weaver's performance was better than that of any third-party candidate since the Civil War, as he won over a million votes – 8.5 percent of the total cast nationwide. In four states, he won a plurality, giving the Populists the electoral votes of Colorado, Idaho, Kansas, and Nevada along with two more votes from North Dakota and Oregon: twenty-two in total. Weaver believed the performance "a surprising success", and thought it portended good results in future elections. "Unaided by money," he said afterward, "our grand young party has made an enviable record and achieved a surprising success at the polls." ## Populist elder statesman Weaver believed that the Populists' embrace of free silver would be the main issue to attract new members to the party. After the election he attended a meeting of the American Bimetallic League, a pro-silver group, and gave speeches advocating an inflationist monetary policy. Meanwhile the Panic of 1893 caused bank failures, factory closures, and general economic upheaval. As the federal gold reserves dwindled, President Cleveland convinced Congress to repeal the Sherman Silver Purchase Act, which ensured the government would purchase less silver for coining and which further disconcerted free silver supporters. While depletion of gold reserves slowed after the repeal, the country's economy still floundered. The next year, 1894, saw pay cuts and labor disturbances, including a massive strike by the workers at the Pullman Company. A group of unemployed workers, known as Coxey's Army, marched on Washington that spring. Weaver met with them in Iowa and expressed sympathy with the movement, so long as they refrained from lawbreaking. He then returned to the campaign trail, stumping for Populist candidates in the 1894 midterm elections. The election proved disastrous for the Democrats, but most of the gains went to the Republicans rather than to the Populists, who gained a few seats in the South but lost ground in the West. During the election, Weaver became friendly with William Jennings Bryan, a Democratic Congressman from Nebraska and a charismatic supporter of free silver. Bryan had lost his bid for the Senate in the election, but his reputation as an exciting speaker made him a presidential possibility in 1896. Weaver privately supported Bryan's quest for the Democratic nomination in 1896, which their convention awarded him on the fifth ballot. When the Populist convention gathered the next month in Chicago, they divided between endorsing the silverite Democrat and preserving their new party's independence. Weaver backed the former course, holding the issues the party stood for to be of more importance than the party itself. A majority of delegates agreed, but without the enthusiasm that had marked their convention of four years earlier. At the same time, Weaver joined with anti-fusionists to keep the Populist platform from deviating from the party's ideological principles. Against the fusion candidate stood Republican William McKinley of Ohio, a hard-money conservative. Bryan succeeded in uniting the South and West, Weaver's longtime dream, but with the more populous North solidly behind McKinley, Bryan lost the election. Despite the loss, Weaver still believed the Populist cause would triumph. He agreed to be nominated one last time for his old 6th district House seat on a Democratic-Populist fusion ticket. As he had ten years earlier, Republican John Lacey defeated Weaver. In 1900 Weaver attended a convention of fusionist Populists in Sioux Falls, South Dakota, the party having split on the issue of cooperation with the Democrats. The fusionists backed Bryan, the Democratic nominee, but he lost again to McKinley, this time by a greater margin. The following year, Weaver was elected to office for the last time as the mayor of his hometown, Colfax, Iowa, after defeating Republican P. H. Cragen and served in that position until 1903. ## Later years and death The Republican Party's popularity after the victory in the Spanish–American War led Weaver, for the first time, to doubt that populist values would eventually prevail. With the demise of the Populist Party, Weaver became a Democrat and was a delegate to the 1904 Democratic National Convention. He was displeased at the party's nominee, Alton B. Parker, whom he thought "plutocratic", but Weaver supported his unsuccessful campaign nevertheless. He gave serious consideration to running for the House again that year but decided against it. In 1908 he supported Bryan's third campaign as the Democratic nominee for president, but it, too, was unsuccessful. That same year, Weaver and his wife, Clara, celebrated their fiftieth wedding anniversary, surrounded by six of their children. The Iowa legislature honored him in 1909 and hung a portrait of him in the Iowa State Historical Building. He wrote a history of Jasper County, Iowa, where he lived, which was published in 1912. Weaver planned to campaign on behalf of Democratic candidates that year but did not have the chance. On February 6 he died of heart failure at his daughter's house in Des Moines after being sick for ten days. After a funeral at the First Methodist Church in Des Moines, Weaver was buried in that city's Woodland Cemetery. The last letter he wrote was an endorsement of Speaker of the House Champ Clark for the Democratic presidential nomination, but he went on to lose the nomination to Woodrow Wilson. ## Legacy Many of Iowa's leading statesmen, including Weaver's former adversaries, praised him at his funeral and in the years thereafter. Fusion with the Democrats had brought Populist policy into the mainstream, and several of the policies for which Weaver fought became law after his death, including the direct election of Senators, a graduated income tax, and a monetary policy not based on the gold standard; others, such as public ownership of the railroads and telephone companies, were never enacted. In a 2008 biography, Robert B. Mitchell wrote that "Weaver's legacy cannot be assessed using conventional measures", as much of what he fought for did not come to pass until after his death. Even so, Mitchell credits Weaver for beginning the political effort that led to those changes: "Weaver's most important legacy in national politics is not what he advocated, or how subsequent reforms worked, but his effect on America's continuing political conversation."
4,930,128
1988 World Snooker Championship
1,163,239,228
1988 snooker tournament
[ "1980s in Sheffield", "1988 in English sport", "1988 in snooker", "April 1988 sports events in the United Kingdom", "May 1988 sports events in the United Kingdom", "Sports competitions in Sheffield", "World Snooker Championships" ]
The 1988 World Snooker Championship, also known as the 1988 Embassy World Snooker Championship for sponsorship reasons, was a professional snooker tournament that took place from 16 April to 2 May 1988 at the Crucible Theatre in Sheffield, England. Organised by the World Professional Billiards and Snooker Association (WPBSA), it was the sixth and final ranking event of the 1987–88 snooker season and the twelfth consecutive World Snooker Championship to be held at the Crucible, the first tournament there having taken place in 1977. A five-round qualifying event for the championship was held at the Preston Guild Hall from 22 March to 2 April 1988 for 113 players, 16 of whom reached the main stage, where they met the 16 invited seeded players. The tournament was broadcast in the United Kingdom by the BBC, and was sponsored by the Embassy cigarette company. The winner received £95,000 from the total prize fund of £475,000. The defending champion was Steve Davis, who had previously won the World Championship four times. He met the 1979 champion Terry Griffiths in the final, which was a best-of-35- match. Davis won the match 18–11 after the pair had been level at 8–8 at the end of the first day of the final. Steve James scored the championship's highest , a 140, in his first-round match. There were 18 century breaks compiled during the championship. ## Overview The World Snooker Championship is an annual professional snooker tournament organised by the World Professional Billiards and Snooker Association (WPBSA). Founded in the late 19th century by British Army soldiers stationed in India, the cue sport gained popularity in the British Isles in the 1920s and 1930s. In the modern era, which started in 1969 when the World Championship reverted to a knockout format, it has become increasingly popular worldwide, especially in East and Southeast Asian nations such as China, Hong Kong and Thailand. Joe Davis won the first World Championship in 1927, organised by the Billiards Association and Control Council, the final match being held at Camkin's Hall in Birmingham, England. Since 1977, the event has been held at the Crucible Theatre in Sheffield, England. The 1988 championship featured 32 professional players competing in one-on-one snooker matches in a single-elimination format, each match played over several . These competitors in the main tournament were selected using a combination of the top players in the snooker world rankings and the winners of a pre-tournament qualification stage that took place at Preston Guild Hall from 22 March to 2 April 1988. The qualifying competition consisted of five knockout rounds, all contested as the best-of-19-frames, including a single preliminary round match. There were 113 players involved in the qualifying competition, which produced 16 players who each faced one of the top 16 players in the world rankings in the first round of the main event. The rounds held at the Crucible Theatre were broadcast in the United Kingdom by the BBC. The 1988 championship was sponsored by cigarette brand Embassy, and was also referred to as the Embassy World Snooker Championship. ### Prize fund The tournament featured a total prize fund of £475,000, £95,000 being awarded to the winner. The prize money allocation is shown below. An award of £90,000 would have been made to a player making a maximum break. #### Main tournament - Winner: £95,000 - Runner-up: £57,000 - Semi-finalists: £28,000 - Quarter-finalists: £14,250 - Last 16: £7,125 - Last 32: £4,007.81 - Highest : £9,500 #### Qualifying - Fourth qualifying round: £3,117.19 - Third qualifying round: £1,632.81 - Highest break: £2,375 ## Tournament summary ### Qualifying Qualifying matches took place at Preston Guild Hall from 22 March to 2 April 1988. The qualifying competition consisted of five knockout rounds, including a single preliminary round match, starting with 113 players, and all qualifying matches were played as best-of-19-frames. American pool player Steve Mizerak made his professional snooker debut in the preliminary round, losing 3–10 to Anthony Harris. On the first day of the qualifying competition, Billy Kelly established a new record highest for world championship qualifying, compiling a 141 in the sixth frame of his match against Tony Kearney. Kelly won 10–4, concluding with a 76 break in the 14th frame. Alain Robidoux had walkovers against Frank Jonik, who withdrew due to problems with his back, and Robbie Grace, who was unable to travel from South Africa, which meant Robidoux earned a ranking merit point that enabled him to gain full professional status for the following season. He lost 2–10 to Bill Oliver in the third round. Dene O'Kane, a quarter-finalist in 1987, led 9–8 against Eddie Sinclair but lost 9–10. Oliver eliminated six-time champion Ray Reardon 10–4 before losing 6–10 to Cliff Wilson. It was the first time in his career that Reardon had failed to qualify for the main event. Returning to snooker after a four-month absence during which he had been treated in a Canadian clinic for cocaine addiction, Kirk Stevens defeated Mark Bennett 10–7. Eight-time champion Fred Davis, aged 74, progressed past Jack Fitzmaurice, 10–8, and Jim Bear, 10–4, before losing 3–10 to John Campbell in the last qualifying round. John Spencer, three-times world champion, was eliminated 7–10 by Warren King at the same stage. Four players, Steve James, Bob Chaperon, Tony Drago and Peter Francisco, qualified for the main event for the first time. James received a walkover against Terry Whitthread in the first round, and eliminated Joe O'Boye, Paddy Browne and Eugene Hughes; Chaperon defeated Robert Marshall, Tommy Murphy and David Taylor; Drago won against Tony Chappel; and Francisco eliminated Robby Foldvari. ### First round The first round took place between 16 and 21 April, each match played over two as the best of 19 frames. Davis, who had won three of the five ranking events during the season leading up to the world championship, was Coral bookmakers' pre-tournament favourite to win, with odds of 5/4. Stephen Hendry, winner of the other two ranking tournaments, was the second favourite at 4/1. They were followed by Jimmy White at 8/1 and John Parrott at 10/1. Davis won a closely contested match against John Virgo, finally prevailing 10–8. Mike Hallett was 8–1 ahead of Chaperon at the end of their first session, and completed a 10–2 victory. Alex Higgins, who won the competition in 1972 and 1982, had been banned (in April 1987) from the first two ranking events of the season, as part of a punishment imposed by the WPBSA for behaviour including headbutting the tournament director at the 1986 UK Championship. He trailed Drago 2–7 after their first session, and after being defeated 2–10, lost his place in the elite top 16 of the snooker world rankings for the first time since rankings were introduced in 1976. The 1985 champion Taylor was 4–5 behind to Bill Werbeniuk as their first session ended. After their second session the following morning was stopped due to over-running as a result of lengthy tactical exchanges and several delays while Werbeniuk visited the toilet during frames, eventually prevailed 10–8 when it was reconvened. This was Werbeniuk's last appearance at the World Snooker Championship finals. Joe Johnson, champion in 1986 and runner-up in 1987, knocked out Wilson 10–7. Nine days after suffering a serious road traffic accident that wrote off his car, James compiled a break of 140, and another of 104, on his way to defeating Rex Williams 10–6. In the opening frame against King, Parrott produced a break of 80, which turned out to be his only break above 40 as he won 10–4. Cliff Thorburn, the champion in 1980 and the first player to make a maximum break in the championship, in 1983, was only able to compete after his lawyers managed to postpone a disciplinary hearing relating to his failed drug test at the 1988 British Open. He eliminated Stevens, who had undergone voluntary treatment for cocaine addiction and fell from fourth place to outside the top 32 in the rankings during the season. Thorburn won the match 10–6. From 3–3 against Wayne Jones, Neal Foulds led 6–3 at the end of the first session and progressed by winning 10–7. Doug Mountjoy recorded a 10–6 win against Barry West, and Willie Thorne won by the same score against Peter Francisco. Steve Longworth won only a single frame as he went out 1–10 to the 1979 champion Terry Griffiths. Tony Knowles eliminated Danny Fowler 10–8. Silvino Francisco made breaks of 91, 109 and 105 against Eddie Charlton in their first session, but still ended it 4–5 behind. Charlton, playing with a cue stick that he had only started using earlier that year, won 10–7. Hendry led Dean Reynolds 6–3 and 7–6, taking the last three frames to progress at 10–6. After winning the first seven frames against Campbell, White achieved a 10–3 victory. ### Second round The second round, which took place between 21 and 25 April, was played as best-of-25-frames matches spread over three sessions. Davis finished a 13–1 defeat of Hallett with a break of 106. This result matched the heaviest defeat ever recorded in the world snooker championship at the Crucible, Davis's 18–6 victory over Thorburn in the 1983 final. Drago, having defeated a former world champion in the first round, knocked out another in the second round, winning 13–5 against Dennis Taylor. James compiled a break of 112 in the last frame of the first session against Johnson and led 7–1. During the second session, he increased this to 11–3. Johnson won the last two frames of the second session, and the first four frames of the third session, before James took two consecutive frames to qualify 13–9. Thorburn defeated Parrott 13–10, after the pair had been level at 6–6 and 7–7. Foulds equaled Davis's record for an emphatic victory at the Crucible, and had a break of 102, eliminating Mountjoy 13–1; Mountjoy's failure to progress further meant that he lost his place in the top 16 of the rankings. Griffiths reached the quarter-finals for the fifth year in succession, going from 9–9 to 13–9 against Thorne and concluding with a 101 break in the 22nd frame. Knowles led Charlton 12–4 as they started the third session, and won 13–7. White finished the first session against Hendry 5–3 ahead, the pair both preferring attempts to pot balls rather than play shots. White added the first frame of the second session, before Hendry won six frames in a row, including breaks of 52, 79, 125, 56 and 101, thus led 9–6. White took the final frame of the second session. In the third session, Hendry claimed the first frame to lead 10–7. White replied with breaks of 62, 50, 78 and 71, to take the lead at 11–10. A 108 break from Hendry made it 11–11, but he scored no points in the 23rd frame as White moved ahead again. On a break of 43 in the 24th frame, White , and Hendry won the frame after a break of 48. In the , White started a break of 86 by a long-range , and prevailed 13–12 in the match. In all, the match featured twenty breaks of 50 or more, including three century breaks. The match was re-shown on BBC Two on 23 April 2020 in a series called Crucible Classics shown in place of the 2020 World Snooker Championship which was postponed because of the coronavirus pandemic. It was the first of seven Crucible matches between White and Hendry over the following decade, including four finals, White losing each encounter until their seventh world championship clash in 1998. ### Quarter-finals The quarter-finals were played as best-of-25-frames matches over three sessions on 26 and 27 April. Davis led Drago 3–2, and then won the next four frames scoring a total of 271 points while Drago scored none. Drago took the tenth frame, but from 3–7 was later one frame from defeat at 3–12. In the 16th frame, Davis himself while on a break of 61, and Drago recovered to win that frame. The third session consisted of a single frame, as Davis completed a 13–4 victory. After the eight frames of the first session between Thorburn and James, the score was 4–4. James, who the bookmakers had rated a 500/1 outsider to win the tournament at the start, was still level at 6–6 but lost 11–13. During the match, he compiled a break of 103, his fourth century break of the competition. Griffiths reached the quarter-finals for the first time since he won the title in 1979 by eliminating Foulds 13–9, having been 1–3 behind. White lost the opening frame but took a 7–1 lead over Knowles in their first session. After extending this lead to 10–2, White later commented "I did the worst thing possible. I started playing to the crowd." Knowles won four consecutive frames, compiling a break of 124 in the process, to trail 6–10. White responded by winning the next three to progress 13–6. ### Semi-finals The semi-finals took place between 28 and 30 April as best-of-31-frames matches played over four sessions. Thorburn won the first frame against Davis with a clearance of 32, but lost the second on a despite having made a break of 62. Davis took the next three frames, one with a break of 103, and ended the first session 4–3 ahead after Thorburn won the last two frames. During the second session, the players were level at 6–6 before Davis moved into an 8–6 lead, increasing this to 11–6 by taking the first three frames of the third session. Breaks of 77 and 49 in the 18th frame, and a narrow win in the 19th frame, saw Thorburn move to 8–11. Thorburn led by 57 points in the twentieth frame but conceded 4 points by accidentally missing the red balls when playing a safety shot, and Davis compiled a break of 54 to clinch the frame by a single point, finishing the session 14–8 ahead after winning the last two frames. Davis won the first two frames of the fourth session to complete a 16–8 victory. White won the first two frames against Griffiths, compiling a break of 83 in the second, and made it 3–1 after Griffiths had won the third frame. Griffiths reduced White's advantage to one frame with a fifth frame break of 114. In the next frame, Griffiths missed a red to allow White in and gain the frame. Griffiths won the following two frames and the first session ended level at 4–4. During the second session, White compiled breaks of 44, 77, and 83 while gaining a 7–6 lead. Griffiths replied with breaks of 32, 71, and 61 during the session's last two frames, and took the lead at 8–7. The third session included a 119 break from White in the 17th frame and saw Griffiths increase his lead to 12–10. Griffiths a red in the first frame of the fourth session and went on to compile a winning break of 78. White responded with a 69 break to gain the following frame, making it 13–11 to Griffiths. After potting a re-spotted black to go 14–11 ahead, Griffiths added the following two frames, winning 16–11. ### Final The final between Davis and Griffiths took place on 1 and 2 May, as a best-of-35-frames match played over four sessions. It was Davis's sixth successive final, and Griffith's first since his win in 1979. Davis had won fifteen of the previous nineteen matches between the pair. Griffiths won the first frame before missing an easy in the second frame that allowed Davis in to equalise at 1–1. Davis then won the next four frames, Griffiths taking the last frame of the first afternoon session to finish it 2–5 behind. In the second session, Griffiths won the first frame after a break of 34. Davis followed this by taking the next two frames with breaks of 83 and 81 to lead 7–3. Griffiths equalised at 7–7, making breaks of 30, 49, 63 and 55. Davis took the lead back with a break of 66 in the 15th frame, but a fluke on a red by Griffiths and a later miss on a red by Davis contributed to Griffiths equalising at 8–8 at the session's end. Davis missed some easy pots at the start of the third session, but still won the first three frames to lead 11–8 as Griffiths made several errors. Griffiths took the 20th frame with a break of 46, but Davis restored a three-frame advantage with breaks of 33 and 36 in the 21st frame. In the 22nd frame, Griffiths laid a snooker and obtained the from Davis that he would have required to win the frame, but then missed in an attempt to pot the and lost the frame as Davis moved to a 13–9 lead. A break of 57 by Griffiths won him a frame to reduce Davis's lead to 13–10, and he led 41–0 in the next frame before Davis compiled a 92 break to lead 14–10 at the end of the session. In the fourth session, Davis won the opening frame after making a break of 46, and then won two of the next three frames with breaks of 118 and 123. In the 29th frame, Griffiths missed a black from its spot, and Davis went on to win the frame with a break of 66 and take the title, achieving victory at 18–11. Clive Everton, who played in the qualifying rounds of the tournament, wrote in The Guardian that, despite Griffiths equalising at 7–7 by winning four consecutive frames, "it was not a vintage final." The Benson and Hedges Snooker Year report of the championship concluded that "The final was never a classic but merely emphasized Davis's superiority and grip on the world of professional snooker." Griffiths, who was the oldest world snooker championship finalist since Reardon in 1982, said "My long potting got me to the final. But in the end it let me down. Steve's safety is so good that you have to make the long potting count and I didn't which was the most disappointing part of my performance in the final." This was Davis's fifth world championship win, leaving him one behind Reardon's record total of six titles in the modern era. Davis commented "You are always delighted to win a world championship, and I'm not thinking about records. All I know is I keep coming back to the World Championship, which is two and a half weeks of agony and turmoil and trauma." It was Davis's fourth win in six ranking tournaments in the 1987–88 snooker season, a period in which he also won the 1988 Masters and the 1988 Irish Masters, and he became first player to win all of the snooker "Triple Crown" events in a single season. His prize money earnings for the season were £425,000, and he retained his top position in the end-of-year rankings with 59 points, ahead of White in second on 44 points. Griffiths, with 33 points, was fifth, one place higher than in the previous ranking list. ## Main draw Shown below are the results for each round. The numbers in brackets denote player seedings; match winners are denoted in bold. ## Qualifying A preliminary round match, and four rounds of qualification for the main draw, were played at the Guild Hall in Preston, England from 22 March to 2 April 1988. Match winners are denoted in bold. ## Century breaks There were 18 century breaks in the championship, the highest being 140 compiled by Steve James. James's performance at the championship earned him the WPBSA's Most Memorable Performance of the Year award, and he shared the Association's Highest Televised Break of the Year award with Steve Davis, who had compiled a break of 140 at the 1987 International Open. - 140, 112, 104, 103 – Steve James - 125, 108, 101 – Stephen Hendry - 124 – Tony Knowles - 123, 118, 106, 104 – Steve Davis - 119 – Jimmy White - 114, 101 – Terry Griffiths - 109, 105 – Silvino Francisco - 102 – Neal Foulds ### Qualifying stages There were 20 century breaks in the qualifying stages, the highest of which was 141 compiled by Billy Kelly. - 141 – Billy Kelly - 132 – Steve James - 131 – Wayne Jones - 125 – Barry West - 120, 109 – Bill Werbeniuk - 113 – David Roe - 112, 104 – Matt Gibson - 110, 100 – David Taylor - 108 – Peter Francisco - 105 – Patsy Fagan - 104 – John Spencer - 104, 102 – Dene O'Kane - 102 – Gary Wilkinson - 100 – Tony Chappel - 100 – Tommy Murphy - 100 – Robby Foldvari
15,631,985
Colin Hannah
1,170,070,313
Royal Australian Air Force chief and Queensland governor
[ "1914 births", "1975 Australian constitutional crisis", "1978 deaths", "Australian Companions of the Order of the Bath", "Australian Knights Commander of the Order of St Michael and St George", "Australian Knights Commander of the Order of the British Empire", "Australian Knights Commander of the Royal Victorian Order", "Australian military personnel of the Malayan Emergency", "Governors of Queensland", "Graduates of the Royal College of Defence Studies", "Military personnel from Western Australia", "People educated at Hale School", "People from Menzies, Western Australia", "Royal Australian Air Force air marshals", "Royal Australian Air Force personnel of World War II" ]
Air Marshal Sir Colin Thomas Hannah, (22 December 1914 – 22 May 1978) was a senior commander in the Royal Australian Air Force (RAAF) and a Governor of Queensland. Born in Western Australia, he was a member of the Militia before joining the RAAF in 1935. After graduating as a pilot, Hannah served in Nos. 22 and 23 Squadrons from 1936 to 1939. During the early years of World War II, he was the RAAF's Deputy Director of Armament. He then saw action in the South West Pacific as commander of No. 6 Squadron and, later, No. 71 Wing, operating Bristol Beaufort bombers. By 1944, he had risen to the rank of group captain, and at the end of the war was in charge of Western Area Command in Perth. Hannah commanded RAAF Station Amberley, Queensland, in 1949–50, and saw service during the Malayan Emergency as senior air staff officer at RAF Far East Air Force Headquarters, Singapore, from 1956 to 1959. His other post-war appointments included Deputy Chief of the Air Staff from 1961 to 1965, Air Officer Commanding (AOC) Operational Command from 1965 to 1967, and AOC Support Command from 1968 to 1969. In January 1970, he was promoted to air marshal and became Chief of the Air Staff (CAS), the RAAF's senior position. Knighted in 1971, Hannah concluded his three-year appointment as CAS a year early, in March 1972, to become Governor of Queensland. He attracted controversy in this role after making comments critical of the Federal government of the day, and the British government refused to agree to his term being extended. Hannah retired in March 1977, and died the following year. ## Early career Born on 22 December 1914 in Menzies, Western Australia, Hannah was the son of Thomas Howard Hannah, a local mining registrar who later became a clerk of court and then a magistrate in Perth, and his wife Johanna Frame. Hannah attended Hale School, leaving with a Junior Certificate in 1930. He served with an Australian Militia unit, the 8th Field Artillery Brigade, from February 1933, and became a clerk in the Crown Law Department of the State Public Service later that year. Hannah joined the Royal Australian Air Force on 15 January 1935 as an air cadet at RAAF Station Point Cook, Victoria. After graduating from No. 1 Flying Training School (No. 1 FTS), he obtained his commission as a pilot officer in July 1936. His first posting was to No. 22 Squadron at RAAF Station Richmond, New South Wales. Promoted to flying officer, he was appointed adjutant with the newly formed No. 23 Squadron at RAAF Station Laverton, Victoria, in May 1937. Hannah accompanied the squadron, which operated Hawker Demons and Avro Ansons, to its new location at the recently opened RAAF Station Pearce, Western Australia, in March 1938. On 5 January 1939, he married Patricia Gordon at Claremont; the couple had a daughter. Having specialised as an instructor, he then served on the staff of No. 1 FTS, Point Cook. ## World War II Promoted to flight lieutenant, Hannah was posted to Britain in July 1939 to undertake a Royal Air Force armaments training course, which he had barely begun when war was declared on 3 September. He completed the course, and returned to Australia in March 1940. After brief postings to No. 1 Armament School, Point Cook, and Station Headquarters Laverton, he was assigned to Air Force Headquarters, Melbourne, in May. He was made an acting squadron leader in September 1940 and became Deputy Director of Armament the next year. In April 1942, Hannah was promoted to temporary wing commander. He undertook a general reconnaissance course the following May. In November 1943, Hannah was appointed commanding officer of No. 6 Squadron at Milne Bay, Papua, flying Bristol Beaufort light bombers. During a familiarisation flight he came under friendly fire from anti-aircraft guns on Kiriwina Island, but avoided serious injury. He was raised to temporary group captain in December, and assumed command of No. 71 Wing the following month. The Beauforts of No. 6 Squadron and No. 71 Wing took part in a series of major attacks on Rabaul, bombing and strafing airfields, infrastructure and shipping; this continued until February 1944, when the Japanese withdrew their aircraft from Rabaul. The same month, Hannah fell ill and had to be repatriated to Australia. After six weeks recuperation at Laverton, he returned to No. 6 Squadron, based on Goodenough Island. From March to August, the squadron was mainly involved in convoy escort and anti-submarine duties. In September 1944, Hannah was appointed senior air staff officer (SASO) at Headquarters Western Area Command, Perth. He took over control of the formation from Air Commodore Raymond Brownell in July 1945, following Brownell's departure to command No. 11 Group in the Dutch East Indies. ## Post-war RAAF career ### Rise to Chief of the Air staff Hannah handed over command of Western Area in October 1946, and was posted to Britain. For the next two years, he undertook study at RAF Staff College, Andover, and served as SASO at RAAF Overseas Headquarters in London. Returning to Australia, in May 1949 he assumed command of RAAF Station Amberley, Queensland. From August 1950, he also held temporary command of the base's Avro Lincoln heavy bomber formation, No. 82 Wing. Promoted to substantive group captain in October 1950, Hannah was appointed an Officer of the Order of the British Empire (OBE) in the 1951 New Year Honours, in particular for his "exceptional ability" as SASO at RAAF Overseas Headquarters. In September, he was made Director of Personnel Services; his position became Director-General of Personnel in July 1952. As aide-de-camp to Queen Elizabeth II, Hannah was heavily involved in planning the RAAF's part in the 1954 Royal Tour of Australia. He was raised to Commander of the Order of the British Empire (CBE) in the Queen's Birthday Honours that June. In 1955, Hannah attended the Imperial Defence College in London, and was promoted to air commodore. He was posted to Singapore as SASO, RAF Far East Air Force Headquarters, in January 1956, handling counter-insurgency operations during the Malayan Emergency. Hannah's "distinguished service" during the conflict was recognised with his appointment as a Companion of the Order of the Bath (CB) in June 1959. As Director-General of Plans and Policy from March 1959, he was responsible for commencing the Department of Air's relocation from Melbourne to Canberra. In December 1961, Hannah was appointed Deputy Chief of the Air Staff, receiving promotion to acting air vice marshal in May 1962; the rank was made substantive in January 1963. He was later described by his staff officer in this role as "brusque" and "impersonal" though not unsympathetic, his "uncommunicative" manner stemming from a preference to "do his own research, think out the substance of his project submissions, dictate to his stenographer, then amend to his own satisfaction", rather than delegate. Hannah served as Air Officer Commanding (AOC) Operational Command (now Air Command) from February 1965 to December 1967, during which time the RAAF's fighter squadrons completed their conversion from the CAC Sabre to the supersonic Dassault Mirage III. His tenure also saw the deployment of the first Australian helicopters to Vietnam, eight UH-1 Iroquois of No. 9 Squadron that departed Sydney in May 1966. Hannah's next appointment was as AOC Support Command, responsible for training and maintenance in the Air Force. Throughout his career to this point he was noted for his energy and drive. ### Chief of the Air staff Hannah was promoted to air marshal on 1 January 1970, and succeeded Air Marshal Sir Alister Murdoch as Chief of the Air Staff. Murdoch had earlier recommended Hannah, known to be a strong advocate for Australian participation in the Vietnam War, for the position of Commander Australian Forces Vietnam when it came up for rotation at the end of 1969; the post went to an Army officer, and the Federal government ordered the withdrawal of the RAAF presence in Vietnam during Hannah's tour as CAS. In March 1970, the Minister for Defence, Malcolm Fraser, commissioned a review of naval air power. Hannah fundamentally disagreed with any suggestion that the Royal Australian Navy should operate land-based aircraft, claiming that he was arguing not from a partisan perspective but to ensure that Australia's limited defence resources were not spread across three services. Confidential RAAF papers from the time declared that its goal was always to "avoid giving the Navy the opportunity to establish a land-based air force". Two years later, Hannah responded favourably to a recommendation from the Chairman of the Chiefs of Staff Committee, Admiral Sir Victor Smith, to use the soon-to-be-delivered F-111 bomber for maritime support, among other roles. In the 1971 New Year Honours, Hannah was raised to Knight Commander of the Order of the British Empire (KBE). His tour as CAS coincided with the RAAF's Golden Jubilee, celebrated in March and April that year. He personally organised a fly-past of two US Air Force F-111s at air shows marking the occasion, generating favourable coverage to counteract the poor publicity surrounding the type's long-delayed entry into Australian service. He was also involved in two controversial decisions the same year. Firstly, he was a member of the committee to choose an Air Force memorial to be located on Anzac Parade, Canberra. The selected design was an abstract sculpture that, according to official RAAF historian Alan Stephens, reflected "the selection panel's comprehensive failure to understand the nature of air force service". Secondly, Hannah commissioned a replacement for the Air Force's winter uniform, traditionally a shade "somewhere between royal and navy blue" that had been personally chosen by the RAAF's first CAS, Wing Commander (later Air Marshal Sir) Richard Williams, to distinguish it from the lighter Royal Air Force colour. Hannah publicly debuted the uniform that he approved, an all-purpose middle-blue suit, at a Point Cook graduation parade on 8 December 1971. It was the object of much adverse comment in the ensuing years; personnel complained of being mistaken for bus, train and postal employees. One of Hannah's successors as CAS, Air Marshal Errol McCormack, ordered that the uniform revert to Williams' original colour and style commencing in 2000. ## Governor Hannah's planned three-year term as Chief of the Air Staff was cut short by some ten months when he accepted an offer to serve as Governor of Queensland, becoming the first officer in the RAAF to receive a vice-regal appointment. The announcement was made in January 1972, and he took office on 21 March. He succeeded Sir Alan Mansfield. Hannah did not have a strong connection with Queensland at the time of his appointment, and had only lived in the state during his period as commander of RAAF Station Amberley between 1949 and 1951. He claimed not to have actively sought the governorship, and was criticised for failing to consult with senior colleagues before making his decision to retire early from his position as head of the Air Force. He was replaced as CAS by his deputy, Air Vice Marshal (later Air Marshal Sir) Charles Read. Described when he took office as "a man with the flexibility of mind and ability to mix with people, so necessary for a Governor", Hannah was appointed a Knight Commander of the Order of St Michael and St George (KCMG) and a Knight and Deputy Prior of the Venerable Order of Saint John in September 1972. His term as Governor was relatively uneventful until 1975. In October that year, he created controversy at a Brisbane Chamber of Commerce luncheon by criticising the "fumbling ineptitude" of Prime Minister Gough Whitlam's Federal Labor government for placing Australia in "its present economic state". Vice-regal appointees in Australia are expected to remain neutral and above politics but Hannah declared that he would be "guilty of sheltering behind convention, of denying my heritage and failing in my regard for the people of Queensland" if he did not speak his mind. The incident occurred in the midst of a constitutional crisis and, according to military historian Chris Coulthard-Clark, was "widely seen as a blatant intervention in the national political arena". The Federal government responded by advising the Queen to revoke Hannah's dormant commission to serve in place of the Governor-General if required; at the time Hannah was the second in line to serve as Governor-General, after the Governor of New South Wales. Commenting on the episode twenty years later, former Governor-General Bill Hayden, himself from Queensland, spoke of "Whitlam's peremptory and justifiable dismissal of Queensland Governor Sir Colin Hannah". Hayden observed that, "Hannah's transgression was not so much that he suffered from an excessive notion of his own importance, which he did, but rather in the intemperate manner he assailed the national government at a public function in Brisbane. In doing that he soared dangerously above his natural level of pomposity." Following his succession in November 1975, Liberal Prime Minister Malcolm Fraser attempted to have the dormant commission reinstated, but the Queen – following advice from the British government that cited Hannah's lack of impartiality – refused her assent. When Queensland Premier Joh Bjelke-Petersen sought to extend the Governor's term, the British government again declined. Bjelke-Petersen sought to pursue the matter further, but Hannah declined to let his name be put forward again. On 9 October 1976, Hannah dedicated a memorial at Cairns to commemorate the crews of RAAF Catalina flying boats who lost their lives in the South West Pacific during World War II. His vice-regal appointment lapsed on 20 March 1977, and he was succeeded the next month by Commodore Sir James Ramsay. ## Retirement and death Hannah retired following completion of his term as Governor of Queensland. He was appointed a Knight Commander of the Royal Victorian Order (KCVO) in August 1977 (backdated to March) as part of Queen Elizabeth II's Silver Jubilee visit to Australia. Hannah died of a heart attack on 22 May 1978 at his home in Surfers Paradise, Queensland. He was given a state funeral and cremated; his wife and daughter survived him. Hannah Community Park, straddling the suburbs of Fadden and Gowrie in Canberra, was established in his honour in 2002.
3,536,094
No. 1 Squadron RAAF
1,153,404,489
Royal Australian Air Force squadron
[ "1916 establishments in Australia", "Aircraft squadrons of the Royal Australian Air Force in World War II", "Military units and formations established in 1916", "RAAF squadrons", "Royal Flying Corps squadrons" ]
No. 1 Squadron is a Royal Australian Air Force (RAAF) squadron headquartered at RAAF Base Amberley, Queensland. It is controlled by No. 82 Wing, part of Air Combat Group, and is equipped with Boeing F/A-18F Super Hornet multi-role fighters. The squadron was formed under the Australian Flying Corps in 1916 and saw action in the Sinai and Palestine campaigns during World War I. It flew obsolete Royal Aircraft Factory B.E.2s, B.E.12s, Martinsyde G.100s and G.102s, as well as Airco DH.6s, Bristol Scouts and Nieuport 17s, before re-equipping with the R.E.8 in October 1917 and finally the Bristol Fighter in December. Its commanding officer in 1917–18 was Major Richard Williams, later known as the "Father of the RAAF". Disbanded in 1919, No. 1 Squadron was re-formed on paper as part of the RAAF in 1922, and re-established as an operational unit three years later. Initially a composite formation of Airco DH.9s and Royal Aircraft Factory S.E.5s, it took on a specialist bomber role in the 1930s, flying mainly Hawker Demons but also Westland Wapitis and Bristol Bulldogs, before re-equipping with Avro Ansons on the eve of World War II. Converting to Lockheed Hudsons in 1940, No. 1 Squadron saw action in the Malayan and Dutch East Indies campaigns, and suffered severe losses before being reduced to cadre in 1942. It was re-formed with Bristol Beauforts the following year, and re-equipped with de Havilland Mosquitos in 1945 for further operations in the Dutch East Indies. Reduced to cadre once more after the war ended, No. 1 Squadron was re-established at Amberley in 1948 as an Avro Lincoln heavy bomber unit under No. 82 Wing. From 1950 to 1958 it was based in Singapore, flying missions during the Malayan Emergency, where it bore the brunt of the Commonwealth air campaign against communist guerrillas. When it returned to Australia it re-equipped with English Electric Canberra jet bombers. It operated McDonnell Douglas F-4 Phantom II leased from the USAF from 1970 to 1973, as a stop-gap pending delivery of the General Dynamics F-111C swing-wing bomber. The F-111 remained in service for 37 years until replaced by the Super Hornet in 2010. In 2014–15, and again in 2017, a detachment of Super Hornets was deployed to the Middle East as part of Australia's contribution to the war against the Islamic State. ## Role and equipment No. 1 Squadron is located at RAAF Base Amberley, Queensland, and controlled by No. 82 Wing, which is part of Air Combat Group. Its mission responsibilities include air-to-air and air-to-surface combat. The squadron is nicknamed the "Fighting First". The blazon of its crest is "the Australian Kookaburra in a diving position superimposed on the cross of Jerusalem", which symbolises the Victoria Cross-winning action of No. 1 Squadron pilot Frank McNamara in Palestine during World War I. The unit motto is Videmus Agamus ("We see and we strike"). The squadron operates Boeing F/A-18F Super Hornet multi-role fighters, the first of which entered service in March 2010. Nicknamed the "Rhino", its missions include air superiority, fighter escort, land strike, maritime strike, close air support, and reconnaissance. The Super Hornet is larger than the "classic" McDonnell Douglas F/A-18 Hornet formerly operated by the RAAF, carries more ordnance, and has a greater fuel capacity. It is fitted with a 20 mm cannon and can be armed with air-to-air and anti-shipping missiles, as well as a variety of air-to-ground bombs and missiles. Flown by a crew of two, a pilot and an air combat officer (ACO), it is capable of engaging targets in the air and on the surface simultaneously. It can be refuelled in flight by the RAAF's Airbus KC-30A Multi Role Tanker Transports. The Super Hornets are serviced at the operating level by No. 1 Squadron technical staff; heavier maintenance is conducted by Boeing Defence Australia and other contractors. ## History ### World War I No. 1 Squadron was established as a unit of the Australian Flying Corps (AFC) at Point Cook, Victoria, in January 1916 under the command of Lieutenant Colonel Edgar Reynolds. With a complement of 28 officers, 195 airmen, no aircraft and little training, it sailed for Egypt in mid-March 1916, arriving at Suez a month later. There it came under the control of the 5th Wing of the Royal Flying Corps (RFC). Major Foster Rutledge, an Australian serving in the RFC, took command on 1 June. After training in England and Egypt, the unit was declared operational at its new headquarters in Heliopolis on 12 June, when it took over aircraft belonging to No. 17 Squadron RFC. Its three flights were, however, operating in isolation at different bases in the Sinai Desert, and the squadron did not reunite until December. Flying primitive and poorly armed Royal Aircraft Factory B.E.2 two-seat biplanes, its primary roles during this period of the Sinai campaign were reconnaissance—including aerial photography—and artillery spotting for the British Army. No. 1 Squadron pilots attached to No. 14 Squadron RFC took part in the Battle of Romani in July and August. In September and October, B and C Flights, led by Captains Oswald Watt and Richard Williams respectively, undertook bombing and reconnaissance missions in support of the Australian Light Horse in northern Sinai. On 12 September 1916, the British began to refer to No. 1 Squadron as No. 67 (Australian) Squadron RFC. This practice continued until January 1918, when the unit officially became known as No. 1 Squadron AFC. The relationship between airmen and ground crew was less formal than in British units; squadron members recalled that "The CO is the only one who is ever called 'sir'" and that officers did not demand "saluting and standing to attention and all that rot". The unit received the first of several Martinsyde G.100 single-seat fighters to augment the B.E.2s on 16 October; although considered obsolete, the "Tinsyde" was substantially faster than the B.E.2, and armed with forward-firing machine guns. Shortly before the squadron took part in a bombing raid against Beersheba on 11 November, Lieutenant Lawrence Wackett managed to fix a machine gun to the top plane of one of the B.E.2s, using a mount he designed himself. Each flight was also assigned a Bristol Scout beginning in December, but it too was obsolete and under-powered, and the squadron ceased operating the type within three months. Other older models issued to the unit included the Airco DH.6, Martinsyde G.102 and Nieuport 17. On 17 December, the squadron's flights were finally brought together at one base, Mustabig in Sinai. March 1917 saw the heaviest bombing campaign carried out by the squadron to date; short of its regular 20-pound (9.1 kg) ordnance, the pilots improvised by dropping 6-inch (150 mm) howitzer shells on Turkish forces along the Gaza–Beersheba line. During one such mission on 20 March, Lieutenant Frank McNamara earned the Victoria Cross for landing his Martinsyde in the desert under enemy fire and rescuing a fellow pilot whose B.E.2 had been forced down. On 26 March, No. 1 Squadron took part in the First Battle of Gaza; it suffered its first combat death the next day, when one of its B.E.2s was attacked by a German Rumpler. The unit participated in the Second Battle of Gaza on 19 April; like its predecessor, the attack was a failure for the Allies. Williams, later known as the "Father of the RAAF", assumed command of the squadron in May. Two B.E.12s were delivered the same month; like the Martinsydes, they were armed with a forward-firing machine gun and employed as escorts for the B.E.2s. By June, mechanical issues caused by hot summer weather and the threat from new German Albatros scouts were rendering the B.E.2s largely ineffective, and Williams urgently requested newer models. Modern aircraft were eventually delivered, first the Royal Aircraft Factory R.E.8 in October, and then the Bristol F.2 Fighter in December. "Now for the first time," wrote Williams, "after 17 months in the field we had aircraft with which we could deal with our enemy in the air." No. 1 Squadron joined the 40th (Army) Wing of the RFC's Palestine Brigade on 5 October 1917. On 22 and 24 November, the squadron bombed Bireh village during the Battle of Jerusalem. The first of its 29 confirmed aerial victories, over an Albatros, occurred on 3 January 1918. By month's end, its complement of aircraft included five B.E.2s, five Martinsydes, two R.E.8s, and nine Bristol Fighters. The squadron supported the Capture of Jericho in February 1918. It carried out air raids and reconnoitred prior to the First Transjordan attack on Amman in March and prior to the Second Transjordan attack on Shunet Nimrin and Es Salt a month later; it also flew reconnaissance missions during the advance to and fighting near Es Salt and Jisr ed Damieh. By the end of March, it was equipped with 18 Bristol Fighters, which had replaced all the other types. As well as undertaking offensive operations, the Bristol Fighters served in the photo-reconnaissance role. During the last week of April 1918, the squadron moved its base forward from Mejdel to a new aerodrome outside Ramleh. Williams relinquished command in June to take over 40th Wing. Beginning in August 1918, members of No. 1 Squadron, including one of its aces, Lieutenant Ross Smith, were attached to Colonel T.E. Lawrence's Arab army to protect it against German bombing. In September, the squadron began operating a Handley Page O/400, the only Allied heavy bomber in the Middle East and the only twin-engined aircraft flown by the AFC. That month it joined the Bristol Fighters in the final offensive of the Palestinian campaign, the Battle of Armageddon, inflicting what the Australian official history described as "wholesale destruction" on the Turkish Seventh Army. By October, the Bristol Fighters had moved forward from Ramleh to Haifa and by the middle of the month were required to patrol and reconnoitre an exceptionally wide area of country, sometimes between 500 and 600 miles (800 and 970 km), flying over Rayak, Homs, Beirut, Tripoli, Hama, Aleppo, Killis and Alexandretta. They bombed the German aerodromes at Rayak, where 32 German machines had been either abandoned or burnt, on 2 October. On 19 October, the first German aircraft was seen in the air since fighting over Deraa in mid-September, just prior to the Battle of Sharon. Smith and another pilot forced a DFW two-seater to land, and destroyed it on the ground by firing a Very light into the aircraft after the German pilot and observer had moved to safety. In the wake of the 31 October armistice with Turkey, the squadron relocated to Ramleh in December, and then in February 1919 to Kantara. There its members were personally farewelled by General Sir Edmund Allenby, who congratulated them for achieving "absolute supremacy of the air ... a factor of paramount importance" to the Allied campaign. ### Inter-war years No. 1 Squadron returned to Australia on 5 March 1919, and was disbanded. In 1921, the Royal Australian Air Force (RAAF) was established as a separate branch of the military, and on 1 January 1922, the squadron was re-formed on paper. Its planned strength, approved by the Air Board in December 1921, was three officers and five airmen, operating four Airco DH.9s. Funding problems for the fledgling Air Force resulted in the disbandment on 1 July of No. 1 Squadron and other units established at the same time, their aircraft and personnel instead forming a single squadron of six flights under the control of No. 1 Flying Training School (No. 1 FTS) at Point Cook. No. 1 Squadron was reactivated as an operational unit of the RAAF reserve, known as the Citizen Air Force (CAF), at Point Cook on 1 July 1925. Its commanding officer was Flight Lieutenant Harry Cobby. Like No. 3 Squadron, formed the same day at Point Cook but transferred to RAAF Richmond, New South Wales, three weeks later, No. 1 Squadron was a multi-purpose or "composite" unit made up of three flights, each of which had a different role and comprised four aircraft: A Flight operated DH.9s for army cooperation, B Flight operated Royal Aircraft Factory S.E.5 fighters, and C Flight operated DH.9A bombers. A third of the squadron's complement of 27 officers and 169 airmen was Permanent Air Force (PAF), and the rest CAF. No. 1 Squadron relocated from Point Cook to nearby RAAF Laverton on 1 January 1928. The RAAF retired its S.E.5s the same year, and in 1929 took delivery of Westland Wapiti general-purpose aircraft to replace its DH.9s and DH.9As. Through the inter-war years, No. 1 Squadron undertook a range of tasks including civil aid, flood and bushfire relief, search and rescue, aerial surveys, and air show demonstrations. In October 1930, a de Havilland DH.60 Moth attached to the unit conducted Australia's first crop-dusting operation, at the behest of the Victorian Forestry Commission. RAAF squadrons began adopting specialised roles in the early 1930s, No. 1 Squadron becoming No. 1 Single-Engined Bomber Squadron. By November 1935 it was made up of two flights of newly delivered Hawker Demon fighter-bombers, and one of Wapitis. In December 1935 it was augmented by No. 1 FTS's Fighter Squadron and its six Bristol Bulldogs, which were redesignated fighter-bombers. Nos. 21 and 22 (Cadre) Squadrons were formed on 20 April 1936 at Laverton and Richmond, respectively, absorbing the CAF personnel of Nos. 1 and 3 Squadrons, which became PAF units. The same day, No. 1 Squadron was renamed No. 1 (Fighter Bomber) Squadron. This reorganisation temporarily denuded No. 1 Squadron of most of its aircraft, leaving only A Flight, with four Bulldogs and a Wapiti, in operation. The Wapiti was transferred to No. 1 FTS in July, and by the end of the month the squadron's complement of aircraft stood at four Bulldogs and one Moth. No. 1 Squadron began receiving new Demons in November 1936. In January 1937, it relinquished its Bulldogs to No. 21 Squadron, which was to hold them until they could be transferred to the soon-to-be-formed No. 2 Squadron. By the end of February, No. 1 Squadron's strength was 12 Demons and one Moth, 11 officers and 108 airmen. The unit was redesignated No. 1 (Bomber) Squadron in August 1937. Towards the end of the year, it was plagued by several Demon accidents, resulting in a series of inquiries and a review of RAAF procedures in 1938 by Marshal of the RAF Sir Edward Ellington; the so-called Ellington Report and its criticism of air safety standards led to the removal of Air Vice-Marshal Richard Williams from his position as Chief of the Air Staff, which he had held since the formation of the Air Force. No. 1 Squadron received the RAAF's first three CAC Wirraways on 10 July 1939. As the likelihood of war increased, the squadron's role was altered to incorporate reconnaissance as well as bombing, resulting in the transfer out of all Demons and Wirraways and the transfer in from other units of nine Avro Ansons on 28–29 August 1939; at the end of the month its personnel comprised nine officers and 122 airmen. ### World War II Following the outbreak of World War II, No. 1 Squadron's Ansons were tasked with maritime patrol and convoy escort duties. In 1940, the squadron became the RAAF's inaugural Lockheed Hudson unit; it received its first Hudson on 30 March, and by the end of May had transferred out the last of its Ansons and was operating 11 of the new aircraft. Deployed to Malaya to conduct maritime reconnaissance, No. 1 Squadron arrived at Sembawang, Singapore, on 4 July 1940. It relocated to RAF Kota Bharu, near the Malaya–Thailand border, in August 1941. Two days before the attack on Malaya, its Hudsons spotted the Japanese invasion fleet but, given uncertainty about the ships' destination and instructions to avoid offensive operations until attacks were made against friendly territory, Air Chief Marshal Sir Robert Brooke-Popham did not allow the convoy to be bombed. Shortly after midnight, local time, on the night of 7/8 December, the Japanese force started landing on the beaches at Kota Bharu, close to the airfield, and from about 02:00, No. 1 Squadron launched a series of assaults on the Japanese forces, becoming the first aircraft to make an attack in the Pacific War. The Hudsons sank a Japanese transport ship, the IJN Awazisan Maru, and damaged two more transports, the Ayatosan Maru and Sakura Maru, for the loss of two Hudsons, an hour before the attack on Pearl Harbor. By the end of the day, Japanese ground forces had advanced to the outskirts of the airfield, forcing the squadron's remaining airworthy aircraft to be evacuated to Kuantan, and from there back to Singapore. By Christmas Eve 1941, No. 1 Squadron had five serviceable aircraft. Together with No. 8 Squadron RAAF, also equipped with Hudsons, it was tasked with maritime patrols to the east of Singapore. On 26 January 1942, two of the squadron's Hudsons spotted a Japanese convoy heading for Endau, on the east coast of Malaya. It was decided to attack the convoy with all possible strength, including four Hudsons from No. 1 Squadron and five from No. 8 Squadron, together with obsolete Vickers Vildebeest and Fairey Albacore biplanes of Nos. 36 and 100 Squadrons RAF, and with what little fighter escort could be found. The convoy was strongly defended by Japanese fighters, and although all nine Hudsons returned to Singapore, several were badly shot up. The rest of the strike force did not fare as well; 11 Vildebeests, two Albacores, two Hudsons (of No. 62 Squadron RAF) and three fighters were lost. By the end of the month, No. 1 Squadron had withdrawn to airfield P.2 on Sumatra, along with several other Commonwealth units including No. 8 Squadron. It continued to attack Japanese bases in Malaya and convoys in the Dutch East Indies, relocating to Semplak, Java, in mid-February. At Semplak it took over the Hudsons of No. 8 Squadron and No. 62 Squadron RAF, giving it a strength of 25 aircraft; at one stage it was to be renumbered as an RAF squadron, but this never occurred. Heavily outnumbered by Japanese air units, which raided Allied bases with impunity, No. 1 Squadron suffered heavy losses and was ordered to withdraw its four remaining Hudsons to Australia on 2 March 1942, disbanding soon after. Although 120 of the squadron's personnel were evacuated from Java, 160 men including the commanding officer, Wing Commander Davis, were unable to escape and were taken prisoner by the Japanese; less than half survived captivity. No. 1 Squadron was re-formed with Bristol Beauforts on 1 December 1943 at Menangle, New South Wales. By March 1944 it had deployed to Gould, Northern Territory, where it was controlled by No. 79 Wing under North-Western Area Command. Its strength at the beginning of the month was some 350 officers and men, and 19 Beauforts. The squadron commenced reconnaissance operations on 20 March, and undertook its first bombing mission on 4 April against Lautem, East Timor. It attacked other targets in Timor during May, losing two aircraft. Having undertaken 82 sorties in July, the Beauforts concentrated on maritime reconnaissance from August, using air-to-surface radar during operations from Gould and Gove. After re-equipping with de Havilland Mosquito fighter-bombers at Kingaroy, Queensland, in January 1945, the squadron deployed to Morotai in May and then Labuan Island in June–July. Now part of No. 86 (Attack) Wing, it flew only a few missions before the end of the war, losing one Mosquito. No. 1 Squadron returned to Australia in December 1945 and was disbanded at Narromine, New South Wales, on 7 August 1946. ### Malayan Emergency No. 1 Squadron was re-formed as a heavy bomber unit on 23 February 1948, when No. 12 Squadron was re-designated. Operating Avro Lincolns, it was based at RAAF Station Amberley, Queensland, where it formed part of No. 82 (Bomber) Wing. The wing's aircraft were serviced by No. 482 (Maintenance) Squadron. From July 1950 to July 1958—for the first two-and-a-half years under the auspices of No. 90 (Composite) Wing—it was based in Singapore, flying missions against communist guerrillas during the Malayan Emergency. Tasked by RAF Air Headquarters Malaya, the Lincolns generally conducted area bombing missions, as well as strikes against pinpoint targets. They operated singly and in formations, sometimes in concert with RAF bombers, and often strafed targets with their machine guns and 20 mm cannon after dropping ordnance. The Lincolns were considered well suited to the campaign, owing to their range and ability to fly at low speeds to search for targets, as well as their firepower and heavy bomb load. Not having to contend with anti-aircraft fire, they flew mainly by day, but No. 1 Squadron also operated by night, the only Commonwealth unit to do so. The squadron carried out its own day-to-day maintenance in Malaya; the Lincolns were rotated back to Australia for major work. Its original complement of six aircraft was increased to eight after the British Air Ministry requested in February 1951 that Australia augment its bomber force to partly offset the imminent withdrawal of the RAF's Lincolns to Bomber Command in Europe. The squadron was awarded the Gloucester Cup for proficiency in 1950–51 and 1954–55. It suffered no casualties during the campaign but two of its aircraft were written off: one that overshot the landing strip at Tengah in November 1951, and another that crashed into the sea off Johore after striking trees on takeoff in January 1957. Although the original purpose of the bombing campaign in Malaya was to kill as many insurgents as possible, the impracticality of achieving this in operations over dense jungle resulted in a shift towards harassing and demoralising the communists, driving them out of their bases and into areas held by Commonwealth ground troops. Operation Kingly Pile, which involved two sorties by No. 1 Squadron and one by English Electric Canberra jet bombers of No. 12 Squadron RAF on 21 February 1956, was considered the most successful of the more than 4,000 missions conducted by the Lincolns, killing at least 14 communist troops. By the time it was withdrawn to Australia in July 1958, No. 1 Squadron had dropped over 14,000 tonnes of bombs—85 per cent of the total delivered by Commonwealth forces during the Emergency. Its service was recognised with the presentation of a Squadron Standard by the Commander-in-Chief Far East Air Force, Air Marshal The Earl of Brandon. As at 2014, the Malayan Emergency marked the last occasion that the unit took part in combat operations. ### Jet era No. 1 Squadron re-equipped with Canberra Mk.20s after returning to Australia. The RAAF's first jet bomber, the Canberra was subsonic but had long range and was highly manoeuvrable. It had been procured partly for its capacity to deliver nuclear weapons, an ordnance option the government seriously contemplated but never acquired. Initially the Canberra's envisaged mission profile was medium-to-high-altitude area bombing but its primitive bombsight and light load made this a dubious proposition, and by mid-1961 crews were training in low-level army cooperation tactics. No. 1 Squadron was awarded successive Gloucester Cups for its proficiency in 1959–60 and 1960–61. As of January 1962, its strength was eight aircraft and 53 personnel, including 18 officers. The unit effectively ceased operations in 1968, to begin converting to the General Dynamics F-111C supersonic bomber, which was expected to enter service soon afterwards. Already controversial owing to its escalating cost, the F-111 program was heavily delayed by airworthiness concerns related to its swing-wing technology. In September 1970, as an interim measure while awaiting delivery of the F-111, No. 1 Squadron relinquished its Canberras for leased McDonnell Douglas F-4E Phantoms. Although the Phantom had a multi-role capability, the RAAF employed it as a strike aircraft to maintain compatibility with the proposed F-111 mission profile. One of No. 1 Squadron's Phantoms was lost with its crew of two in June 1971, the only fatalities and hull loss of the 24 aircraft leased to the RAAF. Though not as sophisticated an aircraft as the F-111, the Phantom was a significant advance over the Canberra, and well regarded by its Australian crews. No. 82 Wing accepted its first F-111Cs in June 1973. The Chief of the Air Staff, Air Marshal Charles Read, ordered that the new aircraft be flown with great caution initially, well within operational limits, to minimise the possibility of further damage to its reputation through early attrition. No. 1 Squadron was assigned 12 of the initial 24 aircraft delivered. It was No. 82 Wing's lead strike force, No. 6 Squadron's primary task being crew conversion training. The wing employed a centralised servicing regime, whereby all aircraft and maintenance personnel were held by No. 482 Squadron, which released the F-111s in line with Nos. 1 and 6 Squadrons' joint flying program. In February 1981, responsibility for operating-level servicing of the F-111s was transferred to the flying squadrons, which for the first time took direct control of their F-111s. No. 482 Squadron continued to provide intermediate-level servicing; major upgrades and complex maintenance were carried out by No. 3 Aircraft Depot. These two organisations merged in 1992 to form No. 501 Wing, which handed over heavy maintenance of the F-111 to Boeing Australia in 2001. Between 1977 and 1993, the RAAF lost seven F-111Cs in crashes. Three of the accidents involved aircraft flown by No. 1 Squadron: in August 1979, January 1986 and September 1993, the last two killing both crew members. In July 1996, No. 1 Squadron took responsibility for aerial reconnaissance using specially modified RF-111Cs previously operated by No. 6 Squadron. This gave No. 1 Squadron five mission types: land strike, maritime strike, close air support, long-range air defence, and reconnaissance. In May 1999 the unit was again awarded the Gloucester Cup for proficiency. Along with its revolutionary variable-sweep wings, the F-111 was equipped with terrain-following radar and an escape module that jettisoned the entire cockpit in an emergency, rather than individual ejection seats. Its top speed was Mach 2.5 and its combat radius allowed it to reach targets in Indonesia from bases in northern Australia. Upon delivery in 1973 it was fitted with analogue avionics and could only drop unguided ("dumb") bombs. In its 37 years of service with the RAAF the type went through several upgrades, including the Pave Tack infra-red and laser-guided precision weapons targeting system, Harpoon anti-shipping missiles, and advanced digital avionics. Alan Stephens, in the official history of the post-war Air Force, described the F-111 as "the region's pre-eminent strike aircraft" and the RAAF's most important acquisition. The closest they came to being used in anger, though, was during Australian-led INTERFET operations in East Timor commencing in September 1999. Both F-111 squadrons were deployed to RAAF Base Tindal, Northern Territory, to support the international forces in case of action by the Indonesian military, and remained there until December; six of No. 1 Squadron's aircraft and approximately 100 personnel were involved. From 20 September, when INTERFET forces began to arrive in East Timor, the F-111s were maintained at a high level of readiness to conduct reconnaissance flights or air strikes if the situation deteriorated. As it happened, INTERFET did not encounter significant resistance, and F-111 operations were limited to reconnaissance by RF-111Cs from 5 November through 9 December. In 2007, the Australian government decided to retire the F-111s by 2010, and acquire 24 Boeing F/A-18F Super Hornets as an interim replacement, pending the arrival of the Lockheed Martin F-35 Lightning then being developed. The F-111 fleet was considered to be at risk due to fatigue, and too expensive to operate as each aircraft required 180 hours of maintenance for every hour of flying time. No. 1 Squadron ceased operating the F-111 in January 2009, in preparation for converting to the Super Hornet. Former F-111 aircrew, familiar with side-by-side seating and a different performance envelope, found conversion more challenging than pilots experienced in the RAAF's McDonnell Douglas F/A-18 Hornet fighters, which shared many characteristics with the newer model. No. 1 Squadron re-equipped between 26 March 2010 and 21 October 2011, making it the first Australian unit, and the first squadron outside the United States, to fly the Super Hornet. It became operational with its new aircraft on 8 December 2011. The multi-role Super Hornet allowed No. 1 Squadron to augment its previous offensive strike role with an air-to-air combat function. The RAAF attained full operational capability with the Super Hornet in December 2012. In April 2014, the government purchased 58 F-35s in addition to 14 already ordered, for the express purpose of replacing the 71 "classic" Hornets of Nos. 3, 75 and 77 Squadrons and No. 2 Operational Conversion Unit. A government decision on whether to purchase a further 28 F-35s, to be based at Amberley, would depend on how long the Super Hornets were to be retained. According to Australian Aviation, continuing delays to the F-35 program had increased the likelihood that the Super Hornets would, rather than being disposed of early as originally planned, continue to be operated by the RAAF for their full service life of over 20 years. On 14 September, the Federal government committed to deploying up to eight Super Hornets of No. 1 Squadron to Al Minhad Air Base in the United Arab Emirates, as part of the Australian Air Task Group joining the coalition against Islamic State of Iraq and the Levant (ISIL) forces in Iraq. The Super Hornets conducted their first mission over Iraq on 5 October, and their first strike four days later. According to the Department of Defence, as of 20 December 2014 the Super Hornets had flown over 180 sorties, dropped 113 weapons, and destroyed 36 ISIL targets, damaging another six. In March 2015, having flown almost 3,000 hours in over 400 missions, the detachment was replaced by six F/A-18As from No. 75 Squadron. No. 1 Squadron commemorated its centenary in 2016 with several events including, on 8 June, a flight over Amberley by Super Hornets in concert with a vintage Bristol Fighter. On 23 November, the 12 Super Hornets operated by No. 6 Squadron were transferred to No. 1 Squadron in preparation for the former unit converting to an electronic warfare role with the Boeing EA-18G Growler in 2017. At the same time, a training flight was established within No. 1 Squadron to deliver refresher training on the Super Hornet. A detachment of No. 1 Squadron was again deployed to Al Minhad as part of the Australian Air Task Group in May 2017, replacing the legacy Hornets of No. 77 Squadron. The Super Hornets flew the last strike mission of their rotation, and the last of 2,700 sorties by the Air Task Group Hornets, on 14 January 2018. In April, No. 1 Squadron was awarded the 2017 Gloucester Cup. The squadron's training flight and six Super Hornets were transferred to the newly established No. 82 Wing Training Flight in June 2020. ## Aircraft operated - Royal Aircraft Factory B.E.2/B.E.12 (1916–1918) - Martinsyde G.100/G.102 (1916–1918) - Royal Aircraft Factory R.E.8 (1917–1918) - Bristol F.2 Fighter (1917–1919) - Handley Page O/400 (1918) - Airco DH.9/DH.9A (1925–1929) - Royal Aircraft Factory S.E.5 (1925–1928) - Westland Wapiti (1929–1936) - Hawker Demon (1935–1939) - Bristol Bulldog (1935–1937) - Avro Anson (1939–1940) - Lockheed Hudson (1940–1942) - Bristol Beaufort (1943–1945) - De Havilland Mosquito (1945–1946) - Avro Lincoln (1948–1958) - English Electric Canberra (1958–1970) - McDonnell Douglas F-4 Phantom II (1970–1973) - General Dynamics F-111C (1973–2009) - Boeing F/A-18F Super Hornet (2010–current)
43,337
Katharine Hepburn
1,173,414,315
American actress (1907–2003)
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Katharine Houghton Hepburn (May 12, 1907 – June 29, 2003) was an American actress whose career as a Hollywood leading lady spanned over six decades. She was known for her headstrong independence, spirited personality, and outspokenness, cultivating a screen persona that matched this public image, and regularly playing strong-willed, sophisticated women. Her work was in a range of genres, from screwball comedy to literary drama, and earned her various accolades, including four Academy Awards for Best Actress—a record for any performer. In 1999, Hepburn was named the greatest female star of classic Hollywood cinema by the American Film Institute. Raised in Connecticut by wealthy, progressive parents, Hepburn began to act while at Bryn Mawr College. Favorable reviews of her work on Broadway brought her to the attention of Hollywood. Her early years in film brought her international fame, including an Academy Award for Best Actress for her third film, Morning Glory (1933), but this was followed by a series of commercial failures culminating in the critically lauded box office failure Bringing Up Baby (1938). Hepburn masterminded her comeback, buying out her contract with RKO Radio Pictures and acquiring the film rights to The Philadelphia Story, which she sold on the condition that she be the star. That comedy film was a box office success and landed her a third Academy Award nomination. In the 1940s, she was contracted to Metro-Goldwyn-Mayer, where her career focused on an alliance with Spencer Tracy. The screen partnership spanned 26 years and produced nine films. Hepburn challenged herself in the latter half of her life as she tackled Shakespearean stage productions and a range of literary roles. She found a niche playing mature, independent, and sometimes unmarried women such as in The African Queen (1951), a persona the public embraced. Hepburn received three more Academy Awards for her performances in Guess Who's Coming to Dinner (1967), The Lion in Winter (1968), and On Golden Pond (1981). In the 1970s, she began appearing in television films, which later became her focus. She made her final screen appearance at the age of 87. After a period of inactivity and ill health, Hepburn died in 2003 at the age of 96. Hepburn shunned the Hollywood publicity machine and refused to conform to society's expectations of women, famously wearing trousers before they were fashionable for women. She was briefly married as a young woman but thereafter lived independently. With her unconventional lifestyle and the independent characters she brought to the screen, Hepburn epitomized the "modern woman" in the 20th-century United States and is remembered as an important cultural figure. ## Early life and education Katharine Houghton Hepburn was born on May 12, 1907, in Hartford, Connecticut, the second of six children. Her parents were Thomas Norval Hepburn (1879–1962), a urologist at Hartford Hospital, and Katharine Martha Houghton Hepburn (1878–1951), a feminist campaigner. Both parents fought for social change in the United States: Thomas Hepburn helped establish the New England Social Hygiene Association, which educated the public about venereal disease, while the elder Katharine headed the Connecticut Woman Suffrage Association and later campaigned for birth control with Margaret Sanger. As a child, Hepburn joined her mother on several "Votes For Women" demonstrations. The Hepburn children were raised to exercise freedom of speech and encouraged to think and debate on any topic they wished. Her parents were criticized by the community for their progressive views, which stimulated Hepburn to fight against barriers she encountered. Hepburn said she realized from a young age that she was the product of "two very remarkable parents", and credited her "enormously lucky" upbringing with providing the foundation for her success. She remained close with her family throughout her life. The young Hepburn was a tomboy who liked to call herself Jimmy and cut her hair short. Thomas Hepburn was eager for his children to use their minds and bodies to the limit and taught them to swim, run, dive, ride, wrestle, and play golf and tennis. Golf became a passion of Hepburn's; she took daily lessons and became very adept, reaching the semi-final of the Connecticut Young Women's Golf Championship. She loved swimming in Long Island Sound, and took ice-cold baths every morning in the belief that "the bitterer the medicine, the better it was for you". Hepburn was a fan of films from a young age and went to see one every Saturday night. She would put on plays and perform for her neighbors with friends and siblings for 50 cents a ticket to raise money for the Navajo people. In March 1921, Hepburn, 13, and her 16-year-old brother Tom were visiting New York, staying with a friend of their mother's in Greenwich Village over the Easter break. On March 30, Hepburn discovered the body of her adored older brother dead from an apparent suicide. He had tied a curtain tie around a beam and hanged himself. The Hepburn family denied it was suicide and maintained that Tom's death must have been an experiment that had gone wrong. The incident made the teenage Hepburn nervous, moody, and suspicious of people. She shied away from other children, dropped out of Oxford School, and was tutored privately. For many years she used Tom's birthday (November 8) as her own. It was not until her 1991 autobiography, Me: Stories of My Life, that Hepburn revealed her true birth date. In 1924, Hepburn was admitted to Bryn Mawr College. She initially agreed to attend the institution to satisfy her mother, who had studied there, but ultimately found the experience to be fulfilling. It was the first time she had been in school for several years, and she was self-conscious and uncomfortable with her classmates. She struggled with the scholastic demands of university, and once was suspended for smoking in her room. Hepburn was drawn to acting, but roles in college plays were conditional on good grades. Once her marks had improved, she began performing regularly. She performed the lead role in a production of The Woman in the Moon in her senior year, and the positive response it received cemented Hepburn's plans to pursue a theatrical career. She graduated with a degree in history and philosophy in June 1928. ## Career ### Breaking into theatre (1928–1932) Hepburn left university determined to become an actress. The day after graduating, she traveled to Baltimore to meet Edwin H. Knopf, who ran a successful stock theatre company. Impressed by her eagerness, Knopf cast Hepburn in his current production, The Czarina. She received good reviews for her small role, and the Printed Word described her performance as "arresting". She was given a part in the following week's show, but her second performance was less well received. She was criticized for her shrill voice, and so left Baltimore to study with a voice tutor in New York City. Knopf decided to produce The Big Pond in New York, and appointed Hepburn the understudy to the leading lady. A week before opening, the lead was fired and replaced with Hepburn, which gave her a starring role only four weeks into her theatre career. On opening night, she turned up late, mixed her lines, tripped over her feet, and spoke too quickly to be understood. She was immediately fired, and the original leading lady rehired. Undeterred, Hepburn joined forces with the producer Arthur Hopkins and accepted the role of a schoolgirl in These Days. Her Broadway debut came on November 12, 1928, at the Cort Theatre, but reviews for the show were poor, and it closed after eight nights. Hopkins promptly hired Hepburn as the lead understudy in Philip Barry's play Holiday. In early December, after only two weeks, she quit to marry Ludlow Ogden Smith, a college acquaintance. She planned to leave the theatre behind but began to miss the work and quickly resumed the understudy role in Holiday, which she held for six months. In 1929, Hepburn turned down a role with the Theatre Guild to play the lead in Death Takes a Holiday. She felt the role was perfect, but again, she was fired. She went back to the Guild and took an understudy role for minimum pay in A Month in the Country. In the spring of 1930, Hepburn joined the Berkshire Playhouse theater company in Stockbridge, Massachusetts. She left halfway through the summer season and continued studying with a drama tutor. In early 1931, she was cast in the Broadway production of Art and Mrs. Bottle. She was released from the role after the playwright took a dislike to her, saying "She looks a fright, her manner is objectionable, and she has no talent", but Hepburn was re-hired when no other actress could be found. It went on to be a small success. Hepburn appeared in a number of plays with a summer stock company in Ivoryton, Connecticut, and she proved to be a hit. During the summer of 1931, Philip Barry asked her to appear in his new play, The Animal Kingdom, alongside Leslie Howard. They began rehearsals in November, Hepburn feeling sure the role would make her a star, but Howard disliked the actress and again she was fired. When she asked Barry why she had been let go, he responded, "Well, to be brutally frank, you weren't very good." This unsettled the self-assured Hepburn, but she continued to look for work. She took a small role in an upcoming play, but as rehearsals began, she was asked to read for the lead in the Greek fable The Warrior's Husband. The Warrior's Husband proved to be Hepburn's breakout performance. Biographer Charles Higham states that the role was ideal for the actress, requiring an aggressive energy and athleticism, and she enthusiastically involved herself with its production. The play opened March 11, 1932, at the Morosco Theatre on Broadway. Hepburn's first entrance called for her to leap down a narrow stairway with a stag over her shoulder, wearing a short silver tunic. The show ran for three months, and Hepburn received positive reviews. Richard Garland of the New York World-Telegram wrote, "It's been many a night since so glowing a performance has brightened the Broadway scene." ### Hollywood success (1932–1934) A scout for the Hollywood agent Leland Hayward spotted Hepburn's appearance in The Warrior's Husband, and asked her to test for the part of Sydney Fairfield in the upcoming RKO film A Bill of Divorcement. Director George Cukor was impressed by what he saw: "There was this odd creature", he recalled, "she was unlike anybody I'd ever heard." He particularly liked the manner in which she picked up a glass: "I thought she was very talented in that action." Offered the role, Hepburn demanded \$1,500 a week, a large amount for an unknown actress. Cukor encouraged the studio to accept her demands and they signed Hepburn to a temporary contract with a three-week guarantee. RKO head David O. Selznick recounted that he took a "tremendous chance" in casting the unusual actress. Hepburn arrived in California in July 1932, at 25 years old. She starred in A Bill of Divorcement opposite John Barrymore, but showed no sign of intimidation. Although she struggled to adapt to the nature of film acting, Hepburn was fascinated by the industry from the start. The picture was a success and Hepburn received positive reviews. Mordaunt Hall of The New York Times called her performance "exceptionally fine ... Miss Hepburn's characterization is one of the finest seen on the screen". The Variety review declared, "Standout here is the smash impression made by Katharine Hepburn in her first picture assignment. She has a vital something that sets her apart from the picture galaxy." On the strength of A Bill of Divorcement, RKO signed her to a long-term contract. George Cukor became a lifetime friend and colleague—he and Hepburn made ten films together. Hepburn's second film was Christopher Strong (1933), the story of an aviator and her affair with a married man. The picture was not commercially successful, but Hepburn's reviews were good. Regina Crewe wrote in the Journal-American that although her mannerisms were grating, "they compel attention, and they fascinate an audience. She is a distinct, definite, positive personality." Hepburn's third picture confirmed her as a major actress in Hollywood. For playing aspiring actress Eva Lovelace—a role intended for Constance Bennett—in Morning Glory, she won an Academy Award for Best Actress. She had seen the script on the desk of producer Pandro S. Berman and, convinced that she was born to play the part, insisted that the role be hers. Hepburn chose not to attend the awards ceremony—as she would not for the duration of her career—but was thrilled with the win. Her success continued with the role of Jo in the film Little Women (1933). The picture was a hit, one of the film industry's biggest successes to date, and Hepburn won the Best Actress prize at the Venice Film Festival. Little Women was one of Hepburn's personal favorites and she was proud of her performance, later saying, "I defy anyone to be as good [as Jo] as I was". By the end of 1933, Hepburn was a respected film actress, but she yearned to prove herself on Broadway. Jed Harris, one of the most successful theatre producers of the 1920s, was going through a career slump. He asked Hepburn to appear in the play The Lake, which she agreed to do for a low salary. Before she was given leave, RKO asked that she film Spitfire (1934). Hepburn's role in the movie was Trigger Hicks, an uneducated mountain girl. Though it did well at the box office, Spitfire is widely considered one of Hepburn's worst films, and she received poor reviews for the effort. Hepburn kept a photo of herself as Hicks in her bedroom throughout her life to "[keep] me humble". The Lake previewed in Washington, D.C., where there was a large advance sale. Harris' poor direction had eroded Hepburn's confidence, and she struggled with the performance. Despite this, Harris moved the play to New York without further rehearsal. It opened at the Martin Beck Theatre on December 26, 1933, and Hepburn was roundly panned by the critics. Dorothy Parker quipped, "She runs the gamut of emotions all the way from A to B." Already tied to a ten-week contract, she had to endure the embarrassment of rapidly declining box office sales. Harris decided to take the show to Chicago, saying to Hepburn, "My dear, the only interest I have in you is the money I can make out of you." Hepburn did not want to continue in a failing show, so she paid Harris \$14,000, most of her life savings, to close the production instead. She later referred to Harris as "hands-down the most diabolical person I have ever met", and claimed this experience was important in teaching her to take responsibility for her career. ### Career setbacks (1934–1938) After the failure of Spitfire and The Lake, RKO cast Hepburn in The Little Minister (1934), based on a Victorian novel by James Barrie, in an attempt to repeat the success of Little Women. There was no such recurrence, and the picture was a commercial failure. The romantic drama Break of Hearts (1935) with Charles Boyer was poorly reviewed and also lost money. After three forgettable films, success returned to Hepburn with Alice Adams (1935), the story of a girl's desperation to climb the social ladder. Hepburn loved the book and was delighted to be offered the role. The film was a hit, one of Hepburn's personal favorites, and gave the actress her second Oscar nomination. She received the second most votes, after winner Bette Davis. Given the choice of her next feature, Hepburn decided to star in George Cukor's new project, Sylvia Scarlett (1935), which paired her for the first time with Cary Grant. Her hair was cut short for the part, as her character masquerades as a boy for much of the film. Critics disliked Sylvia Scarlett and it was unpopular with the public. She next played Mary Stuart in John Ford's Mary of Scotland (1936), which met with a similarly poor reception. A Woman Rebels (1936) followed, a Victorian-era drama where Hepburn's character defied convention by having a child out of wedlock. Quality Street (1937) also had a period setting, this time a comedy. Neither movie was popular with the public, which meant she had made four unsuccessful pictures in a row. Alongside a series of unpopular films, problems arose from Hepburn's attitude. She had a difficult relationship with the press, with whom she could be rude and provocative. When asked if she had any children, she snapped back, "Yes, I have five: two white and three colored." She would not give interviews and denied requests for autographs, which earned her the nickname "Katharine of Arrogance". The public was also baffled by her boyish behavior and fashion choices, and she became a largely unpopular figure. Hepburn sensed that she needed to leave Hollywood, so she returned east to star in a theatrical adaptation of Jane Eyre. It had a successful tour, but, uncertain about the script and unwilling to risk failure after the disaster of The Lake, Hepburn decided against taking the show to Broadway. Towards the end of 1936, Hepburn vied for the role of Scarlett O'Hara in Gone with the Wind. Producer David O. Selznick refused to offer her the part because he felt she had no sex appeal. He reportedly told Hepburn, "I can't see Rhett Butler chasing you for twelve years." Hepburn's next feature, Stage Door (1937), paired her with Ginger Rogers in a role that mirrored her own life—that of a wealthy society girl trying to make it as an actress. Hepburn was praised for her work at early previews, which gave her top billing over Rogers. The film was nominated for Best Picture at the Academy Awards, but it was not the box-office hit RKO had hoped for. Industry pundits blamed Hepburn for the small profit, but the studio continued its commitment to resurrecting her popularity. She was cast in Howard Hawks' screwball comedy Bringing Up Baby (1938), where she played a flighty heiress who loses a leopard while trying to woo a palaeontologist (Cary Grant). She approached the physical comedy of the film with confidence, and took tips on comedic timing from her co-star Walter Catlett. Bringing Up Baby was acclaimed by critics, but it was nevertheless unsuccessful at the box office. With the genre and Grant both hugely popular at the time, biographer A. Scott Berg believes the blame lay with moviegoers' rejection of Hepburn. After the release of Bringing Up Baby, the Independent Theatre Owners of America included Hepburn on a list of actors considered "box office poison". Her reputation at a low, the next film RKO offered her was Mother Carey's Chickens, a B movie with poor prospects. Hepburn turned it down, and instead opted to buy out her contract for \$75,000. Many actors were afraid to leave the stability of the studio system at the time, but Hepburn's personal wealth meant she could afford to be independent. She signed on for the film version of Holiday (1938) with Columbia Pictures, pairing her for the third time with Grant, to play a stifled society girl who finds joy with her sister's fiancé. The comedy was positively reviewed, but it failed to draw much of an audience, and the next script offered to Hepburn came with a salary of \$10,000—less than she had received at the start of her film career. Reflecting on this change in fortunes, Andrew Britton writes of Hepburn, "No other star has emerged with greater rapidity or with more ecstatic acclaim. No other star, either, has become so unpopular so quickly for so long a time." ### Revival (1939–1942) Following this decline in her career, Hepburn took action to create her own comeback vehicle. She left Hollywood to look for a stage project, and signed on to star in Philip Barry's new play, The Philadelphia Story. It was tailored to showcase the actress, with the character of socialite Tracy Lord incorporating a mixture of humor, aggression, nervousness, and vulnerability. Howard Hughes, Hepburn's partner at the time, sensed that the play could be her ticket back to Hollywood stardom and bought her the film rights before it even debuted on stage. The Philadelphia Story first toured the United States, to positive reviews, and then opened in New York at the Shubert Theatre on March 28, 1939. It was a big hit, critically and financially, running for 417 performances and then going on a second successful tour. Several of the major film studios approached Hepburn to produce the movie version of Barry's play. She chose to sell the rights to Metro-Goldwyn-Mayer (MGM), Hollywood's number one studio, on the condition that she be the star. As part of the deal she also received the director of her choice, George Cukor, and picked James Stewart and Cary Grant (to whom she ceded top-billing) as co-stars. Before filming began, Hepburn shrewdly noted, "I don't want to make a grand entrance in this picture. Moviegoers ... think I'm too la-di-da or something. A lot of people want to see me fall flat on my face." Thus the film began with Grant knocking the actress flat on her backside. Berg describes how the character was crafted to have audiences "laugh at her enough that they would ultimately sympathize with her", which Hepburn felt was crucial in "recreating" her public image. The Philadelphia Story was one of the biggest hits of 1940, breaking records at Radio City Music Hall. The review in Time declared, "Come on back, Katie, all is forgiven." Herb Golden of Variety stated, "It's Katharine Hepburn's picture ... The perfect conception of all flighty, but characterful, Main Line socialite gals rolled into one, the story without her is almost inconceivable." Hepburn was nominated for her third Academy Award for Best Actress, and won the New York Film Critics Circle Award for Best Actress while Stewart won his only Academy Award for Best Actor for his performance. Hepburn was also responsible for the development of her next project, the romantic comedy Woman of the Year about a political columnist and a sports reporter whose relationship is threatened by her self-centered independence. The idea for the film was proposed to her in 1941 by Garson Kanin, who recalled how Hepburn contributed to the script. She presented the finished product to MGM and demanded \$250,000—half for her, half for the authors. Her terms accepted, Hepburn was also given the director and co-star of her choice, George Stevens and Spencer Tracy. On Hepburn and Tracy's first day on set together, she allegedly told Tracy "I'm afraid I'm too tall for you" to which Tracy replied, "Don't worry Miss Hepburn, I'll soon cut you down to my size." It started a relationship on screen and off that lasted until Tracy's death in 1967 with them appearing in another eight films together. Released in 1942, Woman of the Year was another success. Critics praised the chemistry between the stars, and, says Higham, noted Hepburn's "increasing maturity and polish". The World-Telegram commended two "brilliant performances", and Hepburn received a fourth Academy Award nomination. During the course of the movie, Hepburn signed a star contract with MGM. ### Slowing in the 1940s (1942–1949) In 1942, Hepburn returned to Broadway to appear in another Philip Barry play, Without Love, which was also written with the actress in mind. Critics were unenthusiastic about the production, but with Hepburn's popularity at a high, it ran for 16 sold-out weeks. MGM was eager to reunite Tracy and Hepburn for a new picture and settled on Keeper of the Flame (1942). A dark mystery with a propaganda message on the dangers of fascism, the film was seen by Hepburn as an opportunity to make a worthy political statement. It received poor notices, but was a financial success, confirming the popularity of the Tracy–Hepburn pairing. Since Woman of the Year, Hepburn had committed to a romantic relationship with Tracy and dedicated herself to helping the star, who suffered from alcoholism and insomnia. Her career slowed as a result, and she worked less for the remainder of the decade than she had done in the 1930s—notably by not appearing on-stage again until 1950. Her only appearance in 1943 was a cameo in the morale-building wartime film Stage Door Canteen, playing herself. She took an atypical role in 1944, playing a Chinese peasant in the high-budget drama Dragon Seed. Hepburn was enthusiastic about the film, but it met with a tepid response and she was described as miscast. She then reunited with Tracy for the film version of Without Love (1945), after which she turned down a role in The Razor's Edge to support Tracy through his return to Broadway. Without Love received poor reviews, but a new Tracy–Hepburn picture was a big event and it was popular on release, selling a record number of tickets over the Easter weekend in 1945. Hepburn's next film was Undercurrent (1946), a film noir with Robert Taylor and Robert Mitchum that was poorly received. A fourth film with Tracy came in 1947: a drama set in the American Old West entitled The Sea of Grass. Similarly to Keeper of the Flame and Without Love, a lukewarm response from critics did not stop it from being a financial success both at home and abroad. The same year, Hepburn portrayed Clara Wieck Schumann in Song of Love. She trained intensively with a pianist for the role. By the time of its release in October, Hepburn's career had been significantly affected by her public opposition to the growing anti-communist movement in Hollywood. Viewed by some as dangerously progressive, she was not offered work for nine months and people reportedly threw things at screenings of Song of Love. Her next film role came unexpectedly, as she agreed to replace Claudette Colbert only days before shooting began on Frank Capra's political drama State of the Union (1948). Tracy had long been signed to play the male lead, and so Hepburn was already familiar with the script and stepped up for the fifth Tracy–Hepburn picture. Critics responded positively to the film and it performed well at the box-office. Tracy and Hepburn appeared onscreen together for a third consecutive year in the 1949 film Adam's Rib. Like Woman of the Year, it was a "battle of the sexes" comedy and was written specifically for the duo by their friends Garson Kanin and Ruth Gordon. A story of married lawyers who oppose each other in court, Hepburn described it as "perfect for [Tracy] and me". Although her political views still prompted scattered picketing at theatres around the country, Adam's Rib was a hit, favorably reviewed and the most profitable Tracy–Hepburn picture to date. The New York Times critic Bosley Crowther was full of praise for the film and hailed the duo's "perfect compatibility". ### Professional expansion (1950–1952) The 1950s saw Hepburn take on a series of professional challenges, and stretch herself further than at any other point in her life at an age when most other actresses began to retreat. Berg describes the decade as "the heart of her vast legacy" and "the period in which she truly came into her own". In January 1950, Hepburn ventured into Shakespeare, playing Rosalind on stage in As You Like It. She hoped to prove that she could play already established material, and said, "It's better to try something difficult and flop than to play it safe all the time." It opened at the Cort Theatre in New York to a capacity audience and was virtually sold out for 148 shows. The production then went on tour. Reviews for Hepburn varied, but she was noted as the only leading lady in Hollywood who was performing high-caliber material onstage. In 1951, Hepburn filmed The African Queen, her first movie in Technicolor. She played Rose Sayer, a prim missionary living in German East Africa at the outbreak of World War I. Co-starring Humphrey Bogart, The African Queen was shot mostly on location in the Belgian Congo, an opportunity Hepburn embraced. It proved a difficult experience, however, and Hepburn became ill with dysentery during filming. Later in life, she released a memoir about the experience. The movie was released at the end of 1951 to popular support and critical acclaim, and gave Hepburn her fifth Best Actress nomination at the Academy Awards while garnering Bogart his only Academy Award for Best Actor. The first successful film she had made without Tracy since The Philadelphia Story a decade earlier, it proved that she could be a hit without him and fully reestablished her popularity. Hepburn went on to make the sports comedy Pat and Mike (1952), the second film written specifically as a Tracy–Hepburn vehicle by Kanin and Gordon. She was a keen athlete, and Kanin later described this as his inspiration for the film: "As I watched Kate playing tennis one day ... it occurred to me that her audience was missing a treat." Hepburn was under pressure to perform several sports to a high standard, many of which did not end up in the film. Pat and Mike was one of the team's most popular and critically acclaimed films, and it was also Hepburn's personal favorite of the nine films she made with Tracy. The performance brought her a nomination for the Golden Globe Award for Best Actress – Motion Picture Musical or Comedy. In the summer of 1952, Hepburn appeared in London's West End for a ten-week run of George Bernard Shaw's The Millionairess. Her parents had read Shaw to her when she was a child, which made the play a special experience for the actress. Two years of intense work had left her exhausted, however, and her friend Constance Collier wrote that Hepburn was "on the verge of a nervous breakdown". Widely acclaimed, The Millionairess was taken to Broadway. In October 1952 it opened at the Shubert Theatre, where despite a lukewarm critical response it sold out its ten-week run. Hepburn subsequently tried to get the play adapted into a film: a script was written by Preston Sturges, and she offered to work for nothing and pay the director herself, but no studio picked up the project. She later referred to this as the biggest disappointment of her career. ### Mid-career and Shakespeare (1953–1962) Pat and Mike was the last film Hepburn completed on her MGM contract, making her free to select her own projects. She spent two years resting and traveling, before committing to David Lean's romantic drama Summertime (1955). The movie was filmed in Venice, with Hepburn playing an unmarried woman who has a passionate love affair. She described it as "a very emotional part" and found it fascinating to work with Lean. At her own insistence, Hepburn performed a fall into a canal and developed a chronic eye infection as a result. The role earned her another Academy Award nomination and has been cited as some of her finest work. Lean later said it was his personal favorite of the films he made, and Hepburn his favorite actress. The following year, Hepburn spent six months touring Australia with the Old Vic theatre company, playing Portia in The Merchant of Venice, Kate in The Taming of the Shrew, and Isabella in Measure for Measure. The tour was successful and Hepburn earned significant plaudits for the effort. Hepburn received an Academy Award nomination for the second year running for her work opposite Burt Lancaster in The Rainmaker (1956). Again she played a lonely woman empowered by a love affair, and it became apparent that Hepburn had found a niche in playing mature, unmarried women. Hepburn said of playing such roles, "With Lizzie Curry [The Rainmaker] and Jane Hudson [Summertime] and Rosie Sayer [The African Queen]—I was playing me. It wasn't difficult for me to play those women, because I'm the maiden aunt." Less success that year came from The Iron Petticoat (1956), a reworking of the classic comedy Ninotchka, with Bob Hope. Hepburn played a cold-hearted Soviet pilot, a performance Bosley Crowther called "horrible". It was a critical and commercial failure, and Hepburn considered it the worst film on her resume. Tracy and Hepburn reunited on screen for the first time in five years for the office-based comedy Desk Set (1957). Berg notes that it worked as a hybrid of their earlier romantic-comedy successes, but it performed poorly at the box-office. That summer, Hepburn returned to Shakespeare. Appearing in Stratford, Connecticut, at the American Shakespeare Theatre, she repeated her Portia in The Merchant of Venice and played Beatrice in Much Ado About Nothing. The shows were positively received. After two years away from the screen, Hepburn starred in a film adaptation of Tennessee Williams' controversial play Suddenly, Last Summer (1959) with Elizabeth Taylor and Montgomery Clift. The movie was shot in London and was "a completely miserable experience" for Hepburn. She clashed with director Joseph L. Mankiewicz during filming, which culminated with her spitting at him in disgust. The picture was a financial success, and her work as creepy aunt Violet Venable gave Hepburn her eighth Oscar nomination. Williams was pleased with the performance, writing, "Kate is a playwright's dream-actress. She makes dialogue sound better than it is by a matchless beauty and clarity of diction". He wrote The Night of the Iguana (1961) with Hepburn in mind, but the actress, although flattered, felt the play was wrong for her and declined the part, which went to Deborah Kerr. Hepburn returned to Stratford in the summer of 1960 to play Viola in Twelfth Night, and Cleopatra in Antony and Cleopatra. The New York Post wrote of her Cleopatra, "Hepburn offers a highly versatile performance ... once or twice going in for her famous mannerisms and always being fascinating to watch." Hepburn herself was proud of the role. Her repertoire was further improved when she appeared in Sidney Lumet's film version of Eugene O'Neill's Long Day's Journey Into Night (1962). It was a low-budget production, and she appeared in the film for a tenth of her established salary. She called it "the greatest [play] this country has ever produced" and the role of morphine-addicted Mary Tyrone "the most challenging female role in American drama", and felt her performance was the best screen work of her career. Long Day's Journey Into Night earned Hepburn an Oscar nomination and the Best Actress Award at the Cannes Film Festival. It remains one of her most praised performances. ### Success in later years (1963–1970) Following the completion of Long Day's Journey Into Night, Hepburn took a break in her career to care for ailing Spencer Tracy. She did not work again until 1967's Guess Who's Coming to Dinner, her ninth film with Tracy. The movie dealt with the subject of interracial marriage, with Hepburn's niece, Katharine Houghton, playing her daughter. Tracy was dying by this point, suffering the effects of heart disease, and Houghton later commented that her aunt was "extremely tense" during the production. Tracy died 17 days after filming his last scene. Guess Who's Coming to Dinner was a triumphant return for Hepburn and her most commercially successful picture to that point. She won her second Best Actress Award at the Oscars, 34 years after winning her first. Hepburn felt the award was not just for her but was also given to honor Tracy. Hepburn quickly returned to acting after Tracy's death, choosing to occupy herself as a remedy against grief. She received numerous scripts and chose to play Eleanor of Aquitaine in The Lion in Winter (1968), a part she called "fascinating". She read extensively in preparation for the role, in which she starred opposite Peter O'Toole. Filming took place in Montmajour Abbey in the south of France, an experience she loved despite being—according to director Anthony Harvey—"enormously vulnerable" throughout. John Russell Taylor of The Times suggested that Eleanor was "the performance of her ... career", and proved that she was "a growing, developing, still surprising actress". The movie was nominated in all the major categories at the Academy Awards, and for the second year running Hepburn won the Oscar for Best Actress (shared with Barbra Streisand for Funny Girl). The role, combined with her performance in Guess Who's Coming to Dinner, also received a British Academy Film Award (BAFTA) for Best Actress. Hepburn's next appearance was in The Madwoman of Chaillot (1969), which she filmed in Nice immediately after completing The Lion in Winter. The picture was a failure critically and financially, and reviews targeted Hepburn for giving a misguided performance. From December 1969 to August 1970, Hepburn starred in the Broadway musical Coco, about the life of Coco Chanel. She admitted that before the show, she had never sat through a theatrical musical. She was not a strong singer, but found the offer irresistible and, as Berg puts it, "what she lacked in euphony she made up for in guts". The actress took vocal lessons six times a week in preparation for the show. She was nervous about every performance and recalled "wondering what the hell I was doing there". Reviews for the production were mediocre, but Hepburn herself was praised, and Coco was popular with the public—with its run twice extended. She later said Coco marked the first time she accepted that the public was not against her, but actually seemed to love her. Her work earned a Tony Award nomination for Best Actress in a Musical. ### Film, television, and theatre (1971–1983) Hepburn stayed active throughout the 1970s, focusing on roles described by Andrew Britton as "either a devouring mother or a batty old lady living [alone]". First she traveled to Spain to film a version of Euripides' The Trojan Women (1971) alongside Vanessa Redgrave. When asked why she had taken the role, she responded that she wanted to broaden her range and try everything while she still had time. The movie was poorly received, but the Kansas City Film Critics Circle named Hepburn's performance the best from an actress that year. In 1971, she signed on to star in an adaptation of Graham Greene's Travels with My Aunt, but was unhappy with early versions of the script and took to rewriting it herself. The studio disliked her changes, so Hepburn abandoned the project and was replaced with Maggie Smith. Her next film, an adaptation of Edward Albee's A Delicate Balance (1973) directed by Tony Richardson, had a small release and received generally unfavorable reviews. In 1973, Hepburn ventured into television for the first time, starring in a production of Tennessee Williams' The Glass Menagerie. She had been wary of the medium, but it proved to be one of the main television events of the year, scoring high in the Nielsen ratings. Hepburn received an Emmy Award nomination for playing wistful Southern mother Amanda Wingfield, which opened her mind to future work on the small screen. Her next project was the television movie Love Among the Ruins (1975), a London-based Edwardian drama with her friend Laurence Olivier. It received positive reviews and high ratings and earned Hepburn her only Emmy Award. Hepburn made her only appearance at the Academy Awards in 1974, to present the Irving G. Thalberg Memorial Award to Lawrence Weingarten. She received a standing ovation, and joked with the audience, "I'm very happy I didn't hear anyone call out, 'It's about time'." The following year, she was paired with John Wayne in the western Rooster Cogburn, a sequel to his Oscar-winning film True Grit. Echoing her African Queen character, Hepburn played a deeply religious unmarried woman who teams up with a masculine loner to avenge a family member's death. The movie received mediocre reviews. Its casting was enough to draw some people to the box office, but it did not meet studio expectations and was only moderately successful. In 1976, Hepburn returned to Broadway for a three-month run of Enid Bagnold's play A Matter of Gravity. The role of eccentric Mrs. Basil was deemed a perfect showcase for the actress, and the play was popular despite poor reviews. It later went on a successful nationwide tour. During its Los Angeles run, Hepburn fractured her hip, but she chose to continue the tour performing in a wheelchair. That year, she was voted "Favorite Motion Picture Actress" by the People's Choice Awards. During the summer of 1976, Hepburn starred in the low-budget family film Olly Olly Oxen Free. The feature failed to find a major-studio distributor and was finally released independently in 1978. Because of its poor distribution, it played in relatively few theaters, resulting in one of the biggest misfires of Hepburn's career. The screenwriter James Prideaux, who worked with Hepburn, later wrote that it "died at the moment of release" and referred to it as her "lost film". Hepburn claimed the main reason she had done it was the opportunity to ride in a hot-air balloon. The television movie The Corn Is Green (1979), which was filmed in Wales, followed. It was the last of ten films Hepburn made with George Cukor, and gained her a third Emmy nomination. By the 1980s, Hepburn had developed a noticeable tremor, giving her a permanently shaking head. She did not work for two years, saying in a television interview, "I've had my day—let the kids scramble and sweat it out." During this period she saw the Broadway production On Golden Pond, and was impressed by its depiction of an elderly married couple coping with the difficulties of old age. Jane Fonda had purchased the screen rights for her father, actor Henry Fonda, and Hepburn sought to play opposite him in the role of quirky Ethel Thayer. On Golden Pond was a success, the second-highest-grossing film of 1981. It demonstrated how energetic the 74-year-old Hepburn was, as she dived fully clothed into Squam Lake and gave a lively singing performance. The film won her a second BAFTA and a record fourth Academy Award. Homer Dickens, in his book on Hepburn, notes that it was widely considered a sentimental win, "a tribute to her enduring career". Hepburn also returned to the stage in 1981. She received a second Tony nomination for her portrayal in The West Side Waltz of a septuagenarian widow with a zest for life. Variety observed that the role was "an obvious and entirely acceptable version of [Hepburn's] own public image". Walter Kerr of The New York Times wrote of Hepburn and her performance, "One mysterious thing she has learned to do is breathe unchallengeable life into lifeless lines." She hoped to make a film out of the production, but nobody purchased the rights. Hepburn's reputation as one of America's best loved actors was firmly established by this point, as she was named favorite movie actress in a survey by People magazine and again won the popularity award from People's Choice. ### Focus on television (1984–1994) In 1984, Hepburn starred in the dark-comedy Grace Quigley, the story of an elderly woman who enlists a hitman (Nick Nolte) to kill her. Hepburn found humor in the morbid theme, but reviews were negative and the box-office was poor. In 1985, she presented a television documentary about the life and career of Spencer Tracy. The majority of Hepburn's roles from this point were in television movies, which did not receive the critical praise of her earlier work in the medium, but remained popular with audiences. With each release, Hepburn would declare it her final screen appearance, but she continued to take on new roles. She received an Emmy nomination for 1986's Mrs. Delafield Wants to Marry, then two years later returned for the comedy Laura Lansing Slept Here, which allowed her to act with her grandniece, Schuyler Grant. In 1991, Hepburn released her autobiography, Me: Stories of My Life, which topped best-seller lists for over a year. She returned to television screens in 1992 for The Man Upstairs, co-starring Ryan O'Neal, for which she received a Golden Globe nomination. In 1994, she worked opposite Anthony Quinn in This Can't Be Love, which was largely based on Hepburn's own life, with numerous references to her personality and career. These later roles have been described as "a fictional version of the typically feisty Kate Hepburn character" and critics have remarked that Hepburn was essentially playing herself. Hepburn's final appearance in a theatrically released film, and her first since Grace Quigley nine years earlier, was Love Affair (1994). At 87 years old, she played a supporting role, alongside Annette Bening and Warren Beatty. It was the only film of Hepburn's career, other than the cameo appearance in Stage Door Canteen, in which she did not play a leading role. Roger Ebert noted that it was the first time she had looked frail, but that the "magnificent spirit" was still there, and said her scenes "steal the show". A writer for The New York Times reflected on the actress's final big-screen appearance: "If she moved more slowly than before, in demeanor, she was as game and modern as she had ever been." Hepburn played her final role in the television film One Christmas (1994), for which she received a Screen Actors Guild Award nomination at 87 years old. ## Personal life ### Public image and character Hepburn was known for being fiercely private, and would not give interviews or talk to fans for much of her career. She distanced herself from the celebrity lifestyle, uninterested in a social scene she saw as tedious and superficial, and she wore casual clothes that went strongly against convention in an era of glamour. She rarely appeared in public, even avoiding restaurants, and once wrestled a camera out of a photographer's hand when he took a picture without asking. Despite her zeal for privacy, she enjoyed her fame, and later confessed that she would not have liked the press to ignore her completely. The protective attitude toward her private life thawed as she aged; beginning with a two-hour-long interview on The Dick Cavett Show in 1973, Hepburn became more open with the public. Hepburn's relentless energy and enthusiasm for life are often cited in biographies, and her headstrong independence became key to her celebrity status. This self-assuredness meant she could be controlling and difficult; her friend Garson Kanin likened her to a schoolmistress, and she was famously blunt and outspoken. Katharine Houghton commented that her aunt could be "maddeningly self-righteous and bossy". Hepburn confessed to being, especially early in life, "a me me me person". She saw herself as having a happy nature, reasoning "I like life and I've been so lucky, why shouldn't I be happy?" A. Scott Berg knew Hepburn well in her later years, and said that while she was demanding, she retained a sense of humility and humanity. The actress led an active life, reportedly swimming and playing tennis every morning. In her eighties she was still playing tennis regularly, as indicated in her 1993 documentary All About Me. She also enjoyed painting, which became a passion later in life. Asked about politics, Hepburn told an interviewer, "I always just say be on the affirmative and liberal side. Don't be a 'no' person." The anti-Communist attitude in 1940s Hollywood prompted her to political activity, as she joined the Committee for the First Amendment. Her name was mentioned at the hearings of the House Un-American Activities Committee, but Hepburn denied being a Communist sympathizer. Later in life, she openly promoted birth control and supported the legal right to abortion. She described herself as a "dedicated Democrat". She practiced Albert Schweitzer's theory of "Reverence for Life", but did not believe in religion or the afterlife. In 1991, Hepburn told a journalist, "I'm an atheist, and that's it. I believe there's nothing we can know, except that we should be kind to each other and do what we can for other people." Her public declarations of these beliefs led the American Humanist Association to award her the Humanist Arts Award in 1985. Hepburn liked to go barefoot, and for her first acting role, in the play "The Woman in the Moon", she insisted that her character Pandora should not wear shoes. Offscreen, she usually dressed in slacks and sandals, even for formal occasions, such as television interviews. She said, "the thing that drove me out of skirts was the stocking situation ... That's why I've always worn pants ... that way you can always go barefoot". ### Relationships Hepburn's only marriage was to Ludlow Ogden Smith, a socialite-businessman from Philadelphia whom she met while a student at Bryn Mawr. The couple wed on December 12, 1928, when she was 21 and he was 29. Smith changed his name to S. Ogden Ludlow at her behest so that she would not be "Kate Smith", which she considered too plain. She never fully committed to the marriage and prioritized her career. The move to Hollywood in 1932 cemented the couple's estrangement. Hepburn filed for divorce in Yucatán on April 30, 1934, and it was finalized on May 8. Hepburn often expressed her gratitude toward Smith for his financial and moral support in the early days of her career, and in her autobiography she called herself "a terrible pig" for exploiting his love. The pair remained friends until his death in 1979. Soon after moving to California, Hepburn began a relationship with her agent, Leland Hayward, although they were both married. Hayward proposed to the actress after they had both divorced, but she declined, later explaining, "I liked the idea of being my own single self." The affair lasted four years. In 1936, while she was touring Jane Eyre, Hepburn began a relationship with entrepreneur Howard Hughes. She had been introduced to him a year earlier by their mutual friend Cary Grant. Hughes wished to marry her, and the tabloids reported their impending nuptials, but Hepburn stayed focused on resurrecting her failing career. They separated in 1938, when Hepburn left Hollywood after being labeled "box office poison." Hepburn stuck to her decision not to remarry and made a conscious choice not to have children. She believed that motherhood required a full-time commitment, and said it was not one she was willing to make. "I would have been a terrible mother," she told Berg, "because I'm basically a very selfish human being." She felt she had partially experienced parenthood through her much younger siblings, which fulfilled any need to have children of her own. Rumors have existed since the 1930s that Hepburn was a lesbian or bisexual, which she often joked about. In 2007, William J. Mann released a biography of the actress in which he argued this was the case. In response to this speculation about her aunt, Katharine Houghton said, "I've never discovered any evidence whatsoever that she was a lesbian." However, in a 2017 documentary, columnist Liz Smith, who was a close friend, attested that she was. #### Spencer Tracy The most significant relationship of Hepburn's life was with Spencer Tracy, her co-star in nine films. In her autobiography, she wrote, "It was a unique feeling that I had for [Tracy]. I would have done anything for him." Lauren Bacall, a close friend, later wrote of how "blindingly" in love Hepburn was with the actor. The relationship has subsequently been publicized as one of Hollywood's legendary love affairs. Meeting in 1941, when she was 34 and he was 41, Tracy was initially wary of Hepburn, unimpressed by her dirty fingernails and suspecting that she was a lesbian, but Hepburn said she "knew right away that [she] found him irresistible". Tracy remained married throughout their relationship. Although he and his wife, Louise, had been living separate lives since the 1930s, there was never an official split and neither party pursued a divorce. Hepburn did not interfere. With Tracy determined to conceal the relationship with Hepburn from his wife, it had to remain private. They were careful not to be seen in public together and maintained separate residences. Tracy was an alcoholic and was frequently depressed; Hepburn described him as "tortured", and she devoted herself to making his life easier. Reports from people who saw them together describe how Hepburn's entire demeanor changed when around Tracy. She reportedly mothered and obeyed him, and he reportedly became dependent on her. They often spent stretches of time apart due to their work, particularly in the 1950s when Hepburn was frequently abroad for career commitments. Tracy's health declined in the 1960s, and Hepburn took a five-year break in her career to care for him. She moved into Tracy's house for this period and was with him when he died on June 10, 1967. Out of consideration for Tracy's family, she did not attend his funeral. It was only after Louise Tracy's death, in 1983, that Hepburn began to speak publicly about her feelings for her frequent co-star. In response to the question of why she stayed with Tracy for so long, despite the nature of their relationship, she said, "I honestly don't know. I can only say that I could never have left him." She claimed to not know how he felt about her, and that they "just passed twenty-seven years together in what was to me absolute bliss". ### Final years and death Hepburn stated in her eighties, "I have no fear of death. Must be wonderful, like a long sleep." Her health began to deteriorate not long after her final screen appearance, and she was hospitalized in March 1993 for exhaustion. In the winter of 1996, she was hospitalized with pneumonia. By 1997, she had become very weak and was speaking and eating very little, and it was feared she would die. She showed signs of dementia in her final years. By 2000, she was regarded by her niece to be a “private person”. In July 2001, she was admitted to a hospital for pneumonia and a urinary tract infection. In May 2003, an aggressive tumor was found in Hepburn's neck. The decision was made not to medically intervene, and she died from cardiac arrest on June 29, 2003, at the Hepburn family home in Fenwick, Connecticut. She was buried in Cedar Hill Cemetery in Hartford. Hepburn requested there be no memorial service. Hepburn's death received considerable public attention. Many tributes were held on television, and newspapers and magazines dedicated issues to the actress. American president George W. Bush said Hepburn "will be remembered as one of the nation's artistic treasures". In honor of her extensive theatre work, the lights of Broadway were dimmed for the evening of July 1, 2003. In 2004, in accordance with Hepburn's wishes, her belongings were put up for auction with Sotheby's in New York City. The event garnered \$5.8 million, which Hepburn willed to her family. ## Acting style and screen persona According to reports, Hepburn was not an instinctive actor. She liked to study the text and character carefully beforehand, making sure she knew them thoroughly, and then to rehearse as much as possible and film multiple takes of a scene. With a genuine passion for acting she committed heavily to each role and insisted on learning any necessary skills and performing stunts herself. She was known to learn not only her own lines but also those of her co-stars. Commenting on her motivation, Stanley Kramer said, "Work, work, work. She can work till everyone drops." Hepburn involved herself in the production of each of her films, making suggestions for the script and stating her opinion on everything from costumes to lighting to camerawork. The characters Hepburn played were, with very few exceptions, wealthy and intelligent, and often strong and independent. These tough characters tended to be humbled in some form and revealed to have a hidden vulnerability. Garson Kanin described what he called "the formula for a Hepburn success: A high-class, or stuck-up ... girl is brought down to earth by an earthy type, or a lowbrow ... or a cataclysmic situation. It seems to have worked time and time again." Due to this repeated character arc, Hepburn embodied the "contradictions" of the "nature and status of women", and the strong females she depicts are eventually "restored to a safe position within the status quo". Film critic Molly Haskell has commented on the importance of this to Hepburn's career: With an intimidating presence, it was necessary that her characters "do some kind of self-abasement, to stay on the good side of the audience". Hepburn is one of the most celebrated American actresses, but she has also been criticized for a lack of versatility. Her on-screen persona closely matched her own real personality, something Hepburn admitted herself. In 1991 she told a journalist, "I think I'm always the same. I had a very definite personality, and I liked material that showed that personality." Playwright and author David Macaray has said, "Picture Katharine Hepburn in every movie she ever starred in, and ask yourself if she's not playing, essentially, the same part over and over ... Icon or no icon, let's not confuse a truly fascinating and unique woman with a superior actress." Another repeated criticism is that her demeanor was too cold. ## Legacy Hepburn is considered an important and influential cultural figure. Ros Horton and Sally Simmons included her in their book Women Who Changed The World, which honors 50 women who helped shape world history and culture. She is also named in Encyclopædia Britannica's list of "300 Women Who Changed the World", Ladies Home Journals book 100 Most Important Women of the 20th century, Variety magazine's "100 Icons of the Century", and she is number 84 on VH1's list of the "200 Greatest Pop Culture Icons of All Time". In 1999, the American Film Institute named Hepburn the "greatest American screen legend" among females. Regarding Hepburn's film legacy, one of her biographers, Sheridan Morley, said she "broke the mould" for women in Hollywood, where she brought a new breed of strong-willed females to the screen. Film academic Andrew Britton wrote a monograph studying Hepburn's "key presence within classical Hollywood, a consistent, potentially radical disturbance", and pinpoints her "central" influence in bringing feminist issues to the screen. Off screen, Hepburn's lifestyle was ahead of her time, coming to symbolize the "modern woman" and playing a part in changing gender attitudes. Horton and Simmons write, "Confident, intelligent and witty, four-time Oscar winner Katharine Hepburn defied convention throughout her professional and personal life ... Hepburn provided an image of an assertive woman whom [females] could watch and learn from." After Hepburn's death, film historian Jeanine Basinger stated, "What she brought us was a new kind of heroine—modern and independent. She was beautiful, but she did not rely on that." Mary McNamara, an entertainment journalist and reviewer for the Los Angeles Times wrote, "More than a movie star, Katharine Hepburn was the patron saint of the independent American female." She was not universally revered by feminists, however, who were angered by her public declarations that women "cannot have it all", meaning a family and a career. Hepburn's legacy extends to fashion, where she pioneered wearing trousers at a time when it was a radical move for a woman. She helped make trousers acceptable for women, and fans began to imitate her clothing. In 1986 she received a lifetime achievement award from the Council of Fashion Designers of America in recognition of her influence on women's fashion. A number of Hepburn's films have become classics of American cinema, with four of her pictures (The African Queen, The Philadelphia Story, Bringing Up Baby, and Guess Who's Coming to Dinner) featured on the American Film Institute's list of the 100 Greatest American Films of all time. Adam's Rib and Woman of the Year were included in the AFI's list of the Greatest American Comedies. Her clipped, patrician voice is considered one of the most distinctive in film history. ### Memorials Hepburn has been honored with several memorials. The Turtle Bay community in New York City, where she maintained a residence for over 60 years, dedicated a garden in her name located in Dag Hammarskjöld Plaza in 1997. After Hepburn's death in 2003, the intersection of East 49th Street and 2nd Avenue was renamed "Katharine Hepburn Place". Three years later Bryn Mawr College, Hepburn's alma mater, launched the Katharine Houghton Hepburn Center. It is dedicated to both the actress and her mother and encourages women to address important issues affecting their gender. The center awards the annual Katharine Hepburn Medal, which "recognizes women whose lives, work and contributions embody the intelligence, drive and independence of the four-time-Oscar-winning actress" and whose award recipients "are chosen on the basis of their commitment and contributions to the Hepburn women's greatest passions—civic engagement and the arts". The Katharine Hepburn Cultural Arts Center was opened in 2009 in Old Saybrook, Connecticut, the location of the Hepburn family beach home, which she loved and later owned. The building includes a performance space and a Katharine Hepburn museum. The Academy of Motion Picture Arts and Sciences library and the New York Public Library hold collections of Hepburn's personal papers. Selections from the New York collection, which documents Hepburn's theatrical career, were presented in a five-month exhibition, Katharine Hepburn: In Her Own Files, in 2009. Other exhibitions have been held to showcase Hepburn's career. One Life: Kate, A Centennial Celebration was held at the National Portrait Gallery in Washington from November 2007 to September 2008. Kent State University exhibited a selection of her film and theatre costumes from October 2010 to September 2011 in Katharine Hepburn: Dressed for Stage and Screen. Hepburn has also been honored with her own postal stamp as part of the "Legends of Hollywood" stamp series. In 2015, the British Film Institute held a two-month retrospective of Hepburn's work. ### Characterizations Hepburn is the subject of a one-woman play, Tea at Five, written by Matthew Lombardo. The first act features Hepburn in 1938, after being labeled "box office poison", and the second act in 1983, where she reflects on her life and career. It premiered in 2002 at the Hartford Stage. Hepburn has been portrayed in Tea at Five by Kate Mulgrew, Tovah Feldshuh, Stephanie Zimbalist, and Charles Busch. A revised version of the play, eliminating the first act and expanding the second, premiered on June 28, 2019, at Boston's Huntington Theater with Faye Dunaway playing Hepburn. Feldshuh also appeared as Hepburn in The Amazing Howard Hughes, a 1977 television movie, while Mearle Ann Taylor later portrayed her in The Scarlett O'Hara War (1980). In Martin Scorsese's Howard Hughes biographical film The Aviator, Hepburn was portrayed by Cate Blanchett, which earned her the Academy Award for Best Supporting Actress. This marked the first instance where the portrayal of an Academy Award-winning actress itself won an Academy Award. ## Acting credits During her 66-year career, Hepburn appeared in 44 feature films, 8 television movies, and 33 plays. Her movie career covered a range of genres, including screwball comedies, period dramas, and adaptations of works by top American playwrights. She appeared on the stage in every decade from the 1920s to the 1980s, performing plays by Shakespeare and Shaw, and a Broadway musical. Select filmography: Select theatre roles:' ## Awards and nominations Hepburn won four Academy Awards, the record number for a performer, and received a total of 12 Oscar nominations for Best Actress—a number surpassed only by Meryl Streep. Hepburn also holds the record for the longest time span between first and last Oscar nominations, at 48 years. She received two awards and five nominations from the British Academy Film Awards, one award and six nominations from the Emmy Awards, eight Golden Globe Award nominations, two Tony Award nominations, and awards from the Cannes Film Festival, Venice Film Festival, the New York Film Critics Circle Awards, the People's Choice Awards, and others. Hepburn was inducted into the American Theater Hall of Fame in 1979. She also won a Lifetime Achievement Award from the Screen Actors Guild Awards in 1979 and received the Kennedy Center Honors, which recognize a lifetime of accomplishments in the arts, in 1990. Hepburn was recognized by the Academy of Motion Picture Arts and Sciences for the following performances: ## See also - List of Academy Award records - List of actors with Academy Award nominations - List of actors with two or more Academy Awards in acting categories - List of actors with two or more Academy Award nominations in acting categories - List of oldest and youngest Academy Award winners and nominees - List of actors with Hollywood Walk of Fame motion picture stars - List of stars on the Hollywood Walk of Fame
46,609,017
Cliff Clinkscales
1,162,201,329
American basketball player (born 1984)
[ "1984 births", "American expatriate basketball people in Canada", "American men's basketball coaches", "American men's basketball players", "Basketball coaches from New York (state)", "Basketball players from Queens, New York", "DePaul Blue Demons men's basketball players", "Erie BayHawks (2008–2017) players", "Halifax Hurricanes players", "Halifax Rainmen players", "Living people", "Point guards", "Rio Grande Valley Vipers players" ]
Clifford Clinkscales (born March 11, 1984) is an American professional basketball assistant coach for the KW Titans of the National Basketball League of Canada (NBL Canada) and a former player. A 6-foot-1-inch (1.85 m) point guard, Clinkscales began playing professionally in 2008, with two seasons in the NBA Development League (NBA D-League). He spent most of his professional career in NBL Canada, playing from 2013 to 2020 in Halifax for the Rainmen and the Hurricanes. With the Halifax Hurricanes, he set the record for the most career assists in NBL Canada history. A native of Jamaica, Queens, in New York City, Clinkscales rose to prominence as a basketball player at a young age, drawing attention from coaches around the country. After his freshman year at Springfield Gardens High School, he transferred to Shores Christian Academy in Ocala, Florida, where his team won the National Association of Christian Athletes title. He was rated as a three-star recruit, and several major college basketball programs showed interest in him. Clinkscales played college basketball for the DePaul Blue Demons from 2004 to 2008. He averaged 8.3 points per game in his first season in college while also becoming the fifth freshman in DePaul history to record 100 assists in a season. Although most of his statistics stagnated in his remaining years in college and his scoring average dropped, he led NCAA Division I in assist-to-turnover ratio as a senior. Clinkscales was selected in the 2008 NBA Development League Draft by the Erie BayHawks, where he played most of his D-League career. After a three-year hiatus and one season in the American Basketball League with the Panama City Breeze, he began his NBL Canada career. In NBL Canada, he was an NBL Canada All-Star in 2014 and won the league championship as a member of the Halifax Hurricanes in 2016. Following his retirement in 2020, he returned to the league as an assistant coach in 2021. ## Early life Born on March 11, 1984, Cliff Clinkscales was brought up in Jamaica, Queens, with three siblings. He was raised by his mother and a family friend, Clarence Washington. Washington introduced a young Clinkscales to the game of basketball; Clinkscales' sister, Kima, taught him to dribble. Shortly before entering fifth grade, in the summer of 1996, Clinkscales, standing 4 feet 8 inches (1.42 m), was noticed in an ABCD Camp in Teaneck, New Jersey.The camp was designed for college-level basketball hopefuls. ## High school career Despite achieving distinction at a young age, Clinkscales soon fell out of the public view. He spent one year in Springfield Gardens High School in Queens, but poor grades prevented him from playing basketball there. The next year, he transferred to Shores Christian Academy in Ocala, Florida.\< He switched schools because he wanted to improve his academic performance, and one of his friends knew the new school's basketball coach, Allan Adams. At Shores Christian Academy, Clinkscales became a top player on the basketball team, averaging 21 points and 12 assists during his senior year. On January 3, 2004, he recorded 24 points and 8 assists, including a layup with four seconds left in the game, to defeat Trinity Catholic by one point. In another contest that month, Clinkscales notched 31 points and 11 assists in a triple-overtime loss to Gainesville High School, the top-ranked team at the Diamondback Challenge tournament. In the Florida Christian Athletic League's south quarterfinals, he had 40 points and 14 assists as his team beat Ocala Word of Faith by a 100–32 margin. In the district title contest, he scored 26 points, with 15 assists, 6 rebounds, and 3 steals. Clinkscales's team won the National Association of Christian Athletes championship behind a 36-win season, and he was named the Ocala Star-Banner boys' basketball player of the year. The low competition level at Ocala prevented Clinkscales from drawing national attention. He was, however, in the spotlight playing for the Atlanta Celtics, an Amateur Athletic Union (AAU) program made up of players such as Dwight Howard, Josh Smith, and Randolph Morris. He joined the team because they needed a reliable point guard. The Celtics won the Adidas Big Time Tournament, sparking coaches' interest in Clinkscales once again. Basketball news website The Hoop Scoop named Clinkscales the 47th-best high school player in his class as he entered college. He was rated a three-star recruit by both Rivals.com and 247Sports.com. ## College career University of Louisville, University of Florida, and University of Maryland were among the schools that showed an interest in Clinkscales as he approached college. He made multiple unofficial visits to Florida State, which was his first choice; however, the team did not offer him an athletic scholarship because of his low test scores. Once he improved his scores, Clinkscales caught the attention of more schools, including Baylor University and St. John's University in his hometown. On May 7, 2004, Clinkscales announced his decision to play for the DePaul Blue Demons, noting that it would soon be a part of the Big East Conference, which provided him the opportunity to play at Madison Square Garden. The school's urban environment also prompted his decision. Blue Demons head coach Dave Leitao praised the new signee, saying, "Cliff is a true point guard who brings speed, athleticism, and quickness that we will need in our program." ### Freshman On November 20, 2004, Clinkscales made his collegiate debut with the Blue Demons by scoring one point and recording two assists in 14 minutes against . He soon became popular among DePaul basketball fans, and was nicknamed "The Colonel". On December 6, Clinkscales helped DePaul defeat with 7 points and a team-high 12 assists. Clinkscales commented about his style of play, "The best thing I can do is pass. I really don't have to look at them (my team members). I just tell them to be ready." On December 18 he put up 13 assists, along with 7 points and 3 steals, to help beat . It was Clinkscales' first career start, as he substituted for Drake Diener. In a win over on January 2, 2005, he replaced Sammy Mejía and scored nine points for his best scoring performance of the season. Clinkscales recorded six assists and a season-high four rebounds in the contest. He closed the season averaging 2.5 points, 3.4 assists, and 0.9 rebounds in 15 minutes per game. Clinkscales finished the season with an assist-to-turnover ratio of 2.31, the third-best in Conference USA and the best on his team. He became the fifth DePaul freshman ever to break the 100-assist barrier. ### Sophomore In Clinkscales' sophomore season, DePaul moved from Conference USA to the Big East Conference and hired Jerry Wainwright as head coach. Clinkscales debuted in a 60–75 loss to Bradley on November 19, 2005. He scored three points and passed for a team-high six assists but also had five turnovers. Clinkscales scored a then-career-best 11 points, as well as four assists and no turnovers, on December 31 vs. . He made two three-pointers and five free throws in the game, both of which would be season highs. On January 21, 2006, Clinkscales had a season-best six assists in a one-point loss to . Despite spending 38 minutes on the court, he only attempted four field goals. For the season, he averaged 3.2 points, 2.5 assists, and 1.1 rebounds in 19.5 minutes per game. ### Junior As a junior, Clinkscales regressed statistically in minutes per game and in his averages for points, assists, and rebounds. He played four minutes in DePaul's season-opening loss to Bradley on November 11, 2006, but recorded no statistics. On November 17, in a win against , Clinkscales finished with a season-high three steals. He recorded his first point on November 20, posting two points and three assists in 13 minutes off the bench vs. Kentucky at the Maui Invitational Tournament. In the following round of the event, in a victory over Chaminade, he had two steals and a season-best 13 assists. Clinkscales came off the bench against at the Ryan Center to score six points, the most in the season, on December 16. He replicated the scoring feat on December 29 vs. , along with nine assists. His team ended up defeating their opponents by 30 points, also pushed by a 40-point performance by Sammy Mejía. Following an early loss at the 2007 National Invitation Tournament (NIT), he capped the season playing 12 minutes per game and averaging 1.4 points, 2.3 assists, and 1.2 rebounds per contest. ### Senior Heading into the following season, the Blue Demons lacked both leadership and talent at the point guard position. Clinkscales hoped to assume the role as a leader, saying, "I think that's my job. I'm going to do that, regardless 40 minutes or two minutes. I'm going to try to help the guys out, from the bench or on the court." His development impressed Jerry Wainwright, who became more comfortable with giving him more playing time. Clinkscales began his final season at DePaul with a 12-point loss to on November 9, 2007. After playing 21 minutes off the bench, he had five points, two assists, two turnovers, and a season-high three steals. Heading into late December, in the midst of multiple injuries to his teammates, Clinkscales played more and frequently appeared in the Blue Demons' starting lineup. On January 3, 2008, while playing a career-high 39 minutes against Villanova, he scored a season-best 12 points and added eight assists with two turnovers. Clinkscales was effective once again in his team's January 16 rematch with Villanova, as he finished with 11 assists – the most he would record as a senior. Despite his passing efforts, the team was unable to beat the Wildcats, and lost 69–76. Against on February 23, Clinkscales led his team with eight assists and two steals. He faced Notre Dame on March 2, having eight assists, four rebounds, and one turnover. As his senior season ended, he was averaging 3.0 points, 1.2 rebounds, and 4.1 assists in 25.9 minutes per game. He led NCAA Division I with an assist-to-turnover ratio of 3.62. ### College statistics Cited from RealGM \|- \| style="text-align:left;"\| 2004–05 \| style="text-align:left;"\| DePaul \| 31 \|\| 2 \|\| 15.0 \|\| .324 \|\| .048 \|\| .680 \|\| 0.4 \|\| 3.4 \|\| .3 \|\| .1 \|\| 8.3 \|- \| style="text-align:left;"\| 2005–06 \| style="text-align:left;"\| DePaul \| 27 \|\| 10 \|\| 19.5 \|\| .377 \|\| .346 \|\| .792 \|\| 1.2 \|\| 2.5 \|\| .3 \|\| .1 \|\| 3.2 \|- \| style="text-align:left;"\| 2006–07 \| style="text-align:left;"\| DePaul \| 34 \|\| 4 \|\| 12.0 \|\| .450 \|\| .375 \|\| .438 \|\| 1.2 \|\| 2.3 \|\| .5 \|\| .0 \|\| 1.4 \|- \| style="text-align:left;"\| 2007–08 \| style="text-align:left;"\| DePaul \| 30 \|\| 22 \|\| 25.9 \|\| .392 \|\| .333 \|\| .629 \|\| 1.2 \|\| 4.1 \|\| .7 \|\| .0 \|\| 3.0 \|- ## Professional career ### 2008–2009 season On November 7, 2008, Clinkscales was selected as the seventh pick of the ninth round in the 2008 NBA Development League Draft by the Erie BayHawks. He made his official professional debut with the BayHawks on November 28, scoring 12 points to go along with four rebounds and three assists in a loss to the Fort Wayne Mad Ants. On December 11, Clinkscales recorded his first double-double with 10 points and a team-high 11 assists, helping his team defeat the Iowa Energy. In a loss to the Sioux Falls Skyforce later in the season, he had a career-high 13 assists. Throughout his initial stint with the BayHawks, Clinkscales emerged as a reliable passer and played in nine games. After 43 games, he averaged 7.3 points and 5.3 assists, ranking 11th in the league in the latter category. Towards the end of the season, on March 30, 2009, Clinkscales was acquired from the player pool by the Rio Grande Valley Vipers of the D-League. To make room for him in their roster, the Vipers had to waive veteran Jeff Trepagnier. Head coach Clay Moser described Clinkscales' arrival as a boon to the team, saying, "We like Cliff's ability to get into the middle of the lane and create shots for others." Clinkscales was expected to join the Vipers as the backup point guard to Jared Jordan. He only played 12 minutes in his debut with the team, with zero points and three assists against the Utah Flash on April 1. He capped the season with a double-double of 12 points and ten assists vs. the Austin Spurs. By the end of the season, he was averaging 7.2 points, 5.3 assists, and 2.4 rebounds. ### 2009–2010 season Following his brief stint with the BayHawks, and subsequent signing by the Vipers, Clinkscales was eventually named on the latter's training camp roster. On November 17, 2009, he was cut from the roster during preseason. As a result, he reunited with the Erie BayHawks in mid-December. In his first appearance after rejoining the Bayhawks, he recorded nine points, seven assists, and four rebounds in a loss to the Iowa Energy on December 19. In another game vs. Iowa Energy that month, Clinkscales scored 14 points and notched a season-best 16 assists. Despite his strong passing numbers, he was criticized for being a poor jump shooter. After 39 games in the season, he averaged 5.1 points, 5.1 assists, and 1.6 rebounds per game. That season, he finished six different games with ten or more assists. ### 2013–2014 season After leaving the D-League, Clinkscales signed in 2013 with the Panama City Breeze of the semi-professional American Basketball League (ABL), with no indication that he joined any other team since his tenure with the BayHawks. On February 16, 2013, he scored 12 points with two three-pointers in a loss to the Emerald Coast Knights. While with the Breeze, Clinkscales (and his teammates) endured financial and domestic difficulties. He lived with five other teammates in a duplex house in Bay County, Florida. Because of financial issues, the league failed to pay the players—with Clinkscales solely receiving a check of \$400—and canceled several games on its schedule. Later in the season, the players' duplex was supposedly leased by Breeze's head coach, Ty Fisher. A local broker filed a civil lawsuit against Fisher to evict the players, and county sheriff deputies soon forced them to leave the house. While living in the area, the players received aid from a local resident, Vonda Gainer, who they met at a Dollar Tree store. Gainer gave them food and washed their clothes. Despite their poor living conditions, the players failed to receive any aid by the league, with no contact or assurance from league CEO Steve Haney. In February 2014, shortly after his time with the Breeze, Clinkscales joined the Halifax Rainmen of the National Basketball League of Canada (NBL) for the remainder of the 2013–14 season. In his first game for the Rainmen on February 11, he had six points, four rebounds, and nine assists against the Island Storm. Clinkscales scored a season-high 22 points along with 11 assists in a playoff win over the Saint John Mill Rats on March 7. In the following game vs. the Mill Rats on March 9, he set the NBL Canada postseason record with 18 assists in a single game. He finished the series with a total of 52 assists—the most in a four-game playoff series in league history. In the following round against the Storm, Clinkscales accumulated 68 assists, an NBL Canada record for a six-game series. He finished the season averaging 11 points, 9.8 assists, and 3.3 rebounds. On April 20, 2014, Clinkscales represented the Atlantic Division at the NBL Canada All-Star Game in Charlottetown, Prince Edward Island. He finished with four points, two rebounds, and a game-high 15 assists, as his team defeated the Central Division. ### 2014–2015 season On May 14, 2014, Clinkscales was announced as one of six protected players on the Rainmen roster for the upcoming season, meaning that he could not be approached by any other NBL Canada team. On June 23, Clinkscales re-signed with the Rainmen for the 2014–15 season. The team, which parted ways with their head coach Craig Hodges, aimed to return many of its players from the previous season, and Rainmen owner Andre Levingston labelled Clinkscales as having been one of his priorities to keep on the team. On November 7, the Rainmen lost their season opener to the Moncton Miracles, 113–117, with Clinkscales accounting for nine points and eight assists. He had a double-double in a win over their follow-up with the Miracles on November 23, recording ten points and a team-high ten assists off the bench. On November 29, he notched 14 points and 8 assists vs. the Island Storm. As a point guard, Clinkscales scored a season-best 16 points against the Storm on February 26, 2015. In a postseason victory vs. the Miracles on March 8, he had a season-high 12 assists. The Rainmen went on to qualify for the 2015 Finals against the Windsor Express. In their Game 1 defeat, Clinkscales committed three fouls within the first 12 minutes, but still managed to score 13 points. The series featured several physical and verbal altercations, and after it was tied at three games apiece, the Rainmen chose to forfeit the deciding seventh game. Prior to the contest, a brawl occurred between members of both sides. The league fined Clinkscales, along with ten of his teammates, \$5,000 each for poor sportsmanship on the court. They were suspended indefinitely from the NBL Canada during the investigation. Commenting on the incident, Clinkscales later explained, "We practice hard against each other, we beat each other up, but there's a difference between being physical and dirty and hurting people." The league fined players, coaches, and teams a total of \$90,000, and the Rainmen ultimately collapsed after facing bankruptcy. Clinkscales ended the season averaging 6.6 points, 5.9 assists, and 1.4 steals per game. ### 2015–2016 season For the 2015–2016 season, the Rainmen reformed under new ownership as the Halifax Hurricanes. Levingston remained the team's general manager. Clinkscales returned to the Halifax team, but he had to play with mostly new teammates and a new coach in Hugo López. Clinkscales eventually assumed the position of team captain during the season. In the Hurricanes' regular season opener on Boxing Day 2015, Clinkscales added 13 points to help overcome the Moncton Miracles. He went on to break the double-digit scoring mark on January 23, 2016, in a victory against the Island Storm, when he had ten points and a game-high seven assists. On January 28, Clinkscales had his first double-double of the season, with a season-best 18 points and 10 assists in a loss to the Saint John Mill Rats. The Hurricanes were unable to rally from a 15-point fourth-quarter deficit. Clinkscales had another double-double on February 14 against the Orangeville A's, recording ten points and ten assists to push Halifax to a 125–89 win. He notched four steals, which would be a season high. On March 10, playing point guard, he scored 18 points once again, to go along with 10 assists, as the Hurricanes captured only their second win of the season, over the Mill Rats. Two games later, on March 18, Clinkscales recorded 10 points, 16 assists, and 7 rebounds – season bests for the latter two categories. His team won the game in overtime against the A's. Halifax entered the playoffs with a league-best 29–11 record, and they eventually returned to the NBL Canada Finals. On June 14, the Hurricanes won the championship over the London Lightning, prevailing in the series 4–3. Clinkscales scored nine points and passed a team-high nine assists in the victory. His role as a leader within the squad was evidenced by his directing of the crowd at the Scotiabank Centre. He remarked, "It feels great to get it with this group of guys." Clinkscales finished the season averaging 6.9 points, 8.0 assists, 2.5 rebounds, and 1.4 steals per game. In mid-August 2016, he announced that he would not return to the Hurricanes during the 2016–17 season; he considered beginning a coaching career. ### 2016–2017 season Despite his previous claims, Clinkscales re-signed with the Hurricanes for the 2016–17 season on October 18, 2016, having been persuaded to make the decision by newly hired head coach Kevin Keathley. Clinkscales said, "I am very excited to be returning to Halifax. I love the city and all of our supporters. I'm ready to work hard and build a team to defend our title with Coach Keathley. Da General is back!" Keathley was replaced by Mike Leslie by the start of the season. On December 26, in his season debut, Clinkscales scored six points, grabbed five rebounds, and passed for a team-high five assists to defeat the Moncton Miracles. In a game on January 12, 2017, vs. the Island Storm, he scored no points but recorded 13 assists. Clinkscales and the Hurricanes ultimately made it to the NBL Canada Finals before losing to the London Lightning in six games. Clinkscales was named to the All-NBL Canada Second Team at the end of the season with the league stating "Nine Hurricanes had more points than Clinkscales this season, but all can credit much of their scoring to the savvy point guard, who ranked second in NBLC with 300 assists while executing with a league-leading 4.48 assist-to-turnover rate. He had 11 double-digit assist games." ### 2017–2018 season Clinkscales was one of several players on the team who returned to the Hurricanes with the hope of again contending for the NBL Canada championship. He was happy to see so many returning players, commenting, "our coaching staff and owners did a great job of bringing the guys back, and these guys are pretty good". He believed he had ample opportunities to get assists because of his teammates, describing some of the returning members of his team as, "We have Ta'Quan Zimmerman who is one of the best shooters in the league, we got Mike Poole one of the best shooters in the league, we have Antoine Mason who is one of the best scorers in the league, we have Billy White who commands a double-team every night, so is one of the best players in the league. With those guys around it makes it easy for me and I just try to get them the ball in the right spots where they are comfortable." Clinkscales had a season-high 20 points with six three-pointers on March 6 against the St. John's Edge. He had 11 games with double-digit assists, including a season-best 15 in a loss to the Saint John Riptide on January 18. Clinkscales recorded double-digit rebounds for the first and only time in his NBL Canada career on February 25 with 10 against the Moncton Magic. For the second consecutive season, the Halifax Hurricanes lost to the London Lightning in the NBL Canada Finals, this time in a winner-take-all Game 7. Clinkscales had 14 points and 14 assists in the decisive loss. ### 2018–2019 season The 2018–19 season turned out to be the last full season of Clinkscales's playing career. Along with Poole and Tyrone Watson, he was one of only three players to return to the Hurricanes. Coach Mike Leslie also returned to the team. Clinkscales described his role on the team as, "I bring leadership and experience and as one of the oldest players on the team so my job is to be an extension of my coaches and make the game easier for not only my coaches but also my team." He set a franchise record for assists in a game with 18 on December 19 against the Windsor Express. Overall though, Clinkscales's season averages declined to 5.2 points per game and 6.3 assists per game, respectively the lowest and second-lowest averages of his NBL Canada career. Although the Hurricanes finished the season with the second-best record in the league, they were second in their division behind the Moncton Magic and lost to the Magic in the NBL Canada Division Finals in another Game 7. ### 2019–2020 season Before the 2019–20 season began, Mike Leslie was promoted to team president and general manager. The vacant coaching position was filled by Ryan Marchand. Clinkscales set a new career-high with 27 points on March 5 against the Sudbury Five, breaking his own franchise record with 19 assists in the same game. A week later, the rest of the season was suspended due to the COVID-19 pandemic and ultimately cancelled. At the time, the Hurricanes had a losing record of 8–16. Nonetheless, Clinkscales was averaging 10.1 assists per game, the best of his NBL Canada career. He had double-digit assists in 13 of his 24 games. Clinkscales earned Third Team All-NBL Canada honors. Before the season began, Clinkscales became the all-time assist leader in NBL Canada history. ## Coaching career On December 24, 2021, Clinkscales was announced as an assistant coach for the KW Titans of the NBL Canada. He reached his decision to retire after the Hurricanes announced they would not come back after the pandemic-shortened 2019–20 season. ## Professional statistics Cited from RealGM ### D-League \|- \| style="text-align:left;"\| 2008–09 \| style="text-align:left;" rowspan=1\| Erie BayHawks \| 43 \|\| 9 \|\| 28.6 \|\| .451 \|\| .214 \|\| .605 \|\| 2.4 \|\| 5.3 \|\| 1.0 \|\| .2 \|\| 7.3 \|- \| style="text-align:left;"\| 2008–09 \| style="text-align:left;" rowspan=1\| Rio Grande Valley Vipers \| 5 \|\| 0 \|\| 19.4 \|\| .500 \|\| .000 \|\| .000 \|\| 1.8 \|\| 5.0 \|\| .6 \|\| .0 \|\| 6.8 \|- \| style="text-align:left;"\| 2009–10 \| style="text-align:left;" rowspan=1\| Erie BayHawks \| 39 \|\| 14 \|\| 20.9 \|\| .424 \|\| .111 \|\| .676 \|\| 1.6 \|\| 5.1 \|\| .5 \|\| .1 \|\| 5.1 \|- \|- class="sortbottom" \| style="text-align:left;"\| Career \| style="text-align:left;"\| \| 87 \|\| 23 \|\| 24.6 \|\| .444 \|\| .174 \|\| .628 \|\| 2.0 \|\| 5.2 \|\| .8 \|\| .2 \|\| 6.3 ### NBL Canada \|- \| style="text-align:left;"\| 2013–14 \| style="text-align:left;" rowspan=1\| Halifax Rainmen \| 18 \|\| 16 \|\| 43.3 \|\| .415 \|\| .250 \|\| .786 \|\| 3.3 \|\| 9.8 \|\| 1.8 \|\| .2 \|\| 11.0 \|- \| style="text-align:left;"\| 2014–15 \| style="text-align:left;" rowspan=1\| Halifax Rainmen \| 45 \|\| 14 \|\| 20.9 \|\| .433 \|\| .431 \|\| .576 \|\| 2.0 \|\| 5.9 \|\| 1.4 \|\| .1 \|\| 6.6 \|- \| style="text-align:left;background:#AFE6BA;"\| 2015–16† \| style="text-align:left;" rowspan=1\| Halifax Hurricanes \| 53 \|\| 43 \|\| 29.4 \|\| .422 \|\| .354 \|\| .704 \|\| 2.6 \|\| 8.0 \|\| 1.4 \|\| .3 \|\| 6.9 \|- \| style="text-align:left;\| 2016–17 \| style="text-align:left;" rowspan=1\| Halifax Hurricanes \| 55 \|\| 55 \|\| 29.5 \|\| .392 \|\| .383 \|\| .786 \|\| 2.9 \|\| 8.4 \|\| 1.4 \|\| .1 \|\| 5.7 \|- \| style="text-align:left;\| 2017–18 \| style="text-align:left;" rowspan=1\| Halifax Hurricanes \| 54 \|\| 54 \|\| 32.4 \|\| .399 \|\| .383 \|\| .743 \|\| 2.9 \|\| 7.5 \|\| 1.2 \|\| .2 \|\| 8.0 \|- \| style="text-align:left;\| 2018–19 \| style="text-align:left;" rowspan=1\| Halifax Hurricanes \| 52 \|\| 52 \|\| 29.8 \|\| .375 \|\| .379 \|\| .588 \|\| 2.1 \|\| 6.3 \|\| .9 \|\| .2 \|\| 5.2 \|- \| style="text-align:left;\| 2019–20 \| style="text-align:left;" rowspan=1\| Halifax Hurricanes \| 24 \|\| 24 \|\| 36.9 \|\| .426 \|\| .391 \|\| .769 \|\| 4.0 \|\| 10.1 \|\| 1.1 \|\| .6 \|\| 7.4 ## Personal life Clinkscales has played streetball with the Sean Bell All-Stars against local teams in New York City, acting as the starting point guard. The team was named after an unarmed New York native who was shot 50 times by three police officers on November 25, 2006. The Sean Bell All-Stars won the Trayvon Martin Invitational in August 2013, with a team that featured Clinkscales and Tobias Harris, in Harlem, New York. The event raised over \$5,000 for the Trayvon Martin Foundation and was attended by NBA players Kyrie Irving, Tyreke Evans, and future NBA commissioner Adam Silver. At the invitational, Clinkscales spoke out against police brutality, saying, "Kids everywhere are getting shot and murdered, whether it's in Jamaica, the Bronx, Chicago. It seems like it never goes right when it comes to the law, but the message to the kids is that if you go hard on the court you have to go hard in the classroom." In 2015, he competed for the All-Stars at The Basketball Tournament, in a team that featured Delroy James and Zamal Nixon and was managed by Raheem Wiggins. In a victory against Team No Excuses in 2015, Clinkscales scored 11 points. As well as playing streetball, he has coached youth basketball in South Jamaica, Queens.
25,123,628
Fairfax Harrison
1,151,664,689
19th and 20th-century American railroad president and writer
[ "1869 births", "1938 deaths", "20th-century American railroad executives", "Burials at Ivy Hill Cemetery (Alexandria, Virginia)", "Businesspeople from New York City", "Columbia University alumni", "Historians from New York (state)", "Southern Railway (U.S.)", "Writers from New York City", "Yale University alumni" ]
Fairfax Harrison (March 13, 1869 – February 2, 1938) was an American lawyer, businessman, and writer. The son of the secretary to Confederate President Jefferson Davis, Harrison studied law at Yale University and Columbia University before becoming a lawyer for the Southern Railway Company in 1896. By 1906 he was Southern's vice-president of finance, and in 1907 he helped secure funding to keep the company solvent. In 1913 he was elected president of Southern, where he instituted a number of reforms in the way the company operated. By 1916, under Harrison's leadership, the Southern had expanded to an 8,000-mile (13,000 km) network across 13 states, its greatest extent until the 1950s. Following the United States' entry into World War I, the federal government took control of the railroads in December 1917, running them through the United States Railroad Administration, on which Harrison served. An economic boom after the war helped the company to expand its operations; Harrison worked to improve the railroad's public relations and to upgrade the locomotive stock by introducing more powerful engines. Another of his concerns was to increase the amount of railroad track and to extend the area serviced by the railway. Harrison struggled to keep the railroad afloat during the Great Depression, and by 1936 Southern was once again showing a profit. Harrison retired in 1937, intending to focus on his hobby of writing about historical subjects including the roots of the American Thoroughbred horse, but he died three months later in February 1938. ## Background and early life Harrison was born in New York City on March 13, 1869, to Burton Harrison and his wife Constance Cary. Burton had served as private secretary to Jefferson Davis, the President of the Confederate States of America during the American Civil War, and Constance Cary was a novelist. Harrison's brother, Francis Burton Harrison, was Governor-General of the Philippines from 1913 to 1921. Another brother was Archibald, and all three brothers attended Yale University. Fairfax Harrison graduated from Yale in 1890; he was a member of the Skull and Bones secret society. He went on to attend Columbia University, earning a Masters in Arts. ## Railroad career ### Early career Harrison was admitted to the New York State bar in 1892 and worked for the law firm Bangs, Stetson, Tracy & MacVeagh from 1892 to 1896. He then joined the Southern Railway Company in May 1896 as a lawyer, becoming an assistant to the company's president in 1903. He served as vice-president in charge of finance and accounting from 1906. During the Panic of 1907, Harrison successfully persuaded J. P. Morgan to purchase bonds in the Southern to keep the company solvent. After the panic had subsided, Harrison was named president of the Chicago, Indianapolis and Louisville Railway, later the Monon Railroad (succeeded Ira G. Rawn after Rawn's death), which was jointly owned by Southern and the Louisville & Nashville Railroad. William Finley, president of the Southern Railway, died on November 23, 1913, and Harrison was elected as his successor eight days later. Besides the chairmanship of the Southern Railway, he was also elected to succeed Finley on three subsidiary railroads. His election was considered to be a sign of change in the Southern United States, especially in its railroads, both because he was a southerner and for his activism on behalf of the south. ### First years as president One of Harrison's first acts as president was to implement a new training program for college graduates hired by the company. Rather than being placed in supervisory roles, they were given regular entry-level jobs in the engine shops and on the building and repairing of railroad track, to give them an understanding of the basics of the railroad business. He also instituted a remedial education program for the regular workforce; they were trained in mathematics and other subjects to high school level, as well as in engine and machine-shop basics. The program was designed to help train new supervisors in the skills needed to oversee other workers. Another of Harrison's goals was to raise the morale of the workforce and locomotive engineers; crews were assigned to the same locomotives, and senior engineers were allowed to paint their names on their engines. When business declined in 1914 Harrison reduced his salary by 20 percent, but introduced smaller and graduated cuts for other staff, with the smallest percentages at the lowest pay scales. Other efforts to improve morale included rewards for fuel efficiency and the improvement of safety, including stricter investigation of accidents. Harrison oversaw changes in the railway's board of directors. Until 1915 most of the members of the board were from the northern United States but, after 1915, a majority of the board members were southerners. In 1914 there were two unusual appointments to the board: Edwin Alderman and John Kilgo. Alderman was the president of the University of Virginia and Kilgo was a bishop in the Methodist Episcopal Church. Harrison established a foreign trade department for the railroad, hoping to take advantage of the railway's ability to connect to the Mississippi Valley and Atlantic and Gulf of Mexico ports. In 1915, when the railway lost 12 percent of its revenue owing to disruptions in trade caused by the start of World War I, Harrison was concerned about longer-term changes underway. In the annual report that year he warned stockholders that automobile ownership could severely impact railroad passenger revenues. His words proved to be prophetic, as automobiles eventually resulted in the disappearance of most passenger train traffic. ### World War I From 1913 to 1919, Harrison oversaw the extension of double-track on the railway's mainline between Washington, D.C. and Atlanta, Georgia. The project was hampered by the war effort, but eventually covered the complete 638-mile (1,027 km) distance between the two cities. In 1916, Harrison acquired a railroad line that ran from Meridian, Mississippi to New Orleans, Louisiana. This brought Southern Railway's track total to more than 8,000 miles (13,000 km), covering 13 states. After the United States entered World War I in April 1917, some military training camps were located in the south and much of the construction material used to build them was hauled over the Southern Railway. Harrison was elected chairman of the Railroads' War Board, a coordinating committee of railroad presidents. Its five members were tasked with eliminating bottlenecks, and fostering cooperation between the various railroads. The board's efforts failed to meet the government's expectations; in December 1917, Woodrow Wilson, the President of the United States, ordered the federal government to take control of the railroads, by establishing the United States Railroad Administration (USRA). Harrison worked for the USRA during the war and, under its regulations, was required to step down as chairman of the Southern Railway. By the time the USRA returned control of Southern in March 1920 its treasury was bare. A few years of operation returned a surplus to the company, which led to the stockholders requesting in 1923 that the railroad pay a dividend to the holders of the common stock, something Southern had never done. Harrison managed to block the request, but in March 1924 a subsequent demand was successful, and a dividend of \$5 (approximately \$ as of 2023) per share was declared. That was increased to \$7 (approximately \$ as of 2023) per share in 1926 and \$8 (approximately \$ as of 2023) in 1928. ### 1920s An economic boom in the south following the end of World War I greatly increased Southern's revenues. Harrison spent a good deal of time traveling around the southern United States, endeavoring to increase southern industry. When he traveled, he used two private railroad cars, named the Carolina and the Virginia. Other railroad presidents used only one, which made Harrison's practice unique. The Carolina was a sleeping car and the Virginia was set up to serve members of the board of directors, with a kitchen, dining room, and observation area. Harrison attempted to increase the power of Southern's locomotives. In 1923, engineers under his direction created the plans for the P-4 class of Pacific type locomotives, which became famous and a symbol of the Southern Railway. On a visit to England, Harrison had seen the paint scheme used by the London and North Eastern Railway, which used apple green-painted engines. Returning home in 1925, he ordered the newly delivered Pacifics painted a forest green, which he called Virginia, with gold lettering and silver trim. These engines pulled the newly refurbished passenger trains that Harrison had begun work on before the war. He also instituted new passenger lines. In 1921 the Suwannee River Special began to run between Chicago, Detroit, and Cleveland down to Tampa and St. Petersburg in Florida. The Crescent Limited began service in 1925 between New Orleans and New York, with a scheduled time for the one-way trip of 37 hours and 50 minutes. Harrison continued the public relations and advertising efforts of his predecessors; in 1924 an advertising campaign was launched with the slogan "The Southern Serves the South", which soon became well known. Harrison also spent long hours in negotiations to secure the legal foundations of the railway, consolidating the railroad's debt and acquiring majority control of some of the smaller lines that made up the railway. In 1926 the United States government forced the railroad to move out of its headquarters on Pennsylvania Avenue in Washington, D.C. Although Harrison threatened to take the company headquarters to Atlanta, in the end a new headquarters building was built on McPherson Square. Harrison installed a private lobby entrance leading to a private elevator to the 10th and 11th floors. The railroad took occupancy of the building in the middle of 1929. During these years, Harrison exhibited a number of personality quirks that became legendary. One was his habit of calling in subordinates to dine with him in the executive dining room by sending them a blue chip that had the meal's conversational topic written on it. Usually the topics were intellectual rather than related to the running of the railroad. Another oddity was his refusal to use his railroad pass, which entitled him to free travel. Instead, he personally paid for his commute between his home and the railroad's offices. ### Great Depression Before the Wall Street Crash of 1929, Southern's stock sold for around \$146 (approximately \$ as of 2023), with an all-time high of just over \$151 (approximately \$ as of 2023). In 1932 the stock hit a low of \$2.50 (approximately \$ as of 2023). In 1929 Southern's freight traffic had been 8.4 billion ton-miles; it fell to 4.4 billion ton-miles in 1932. Southern's debt rose, and the company almost entered bankruptcy in 1932. Harrison ordered the payment of dividends to be halted in 1932, and many employees took pay cuts. Further efforts included a thorough check of expenses, with every item subjected to scrutiny to see what could be eliminated. By 1936 the railroad again showed a profit; this marked the turning point for the company in dealing with the Great Depression. Harrison chose not to be reappointed as president in 1937, and nominated Ernest Norris as his successor. Harrison, who was 68 at the time, planned to concentrate on his hobby of writing historical works, but he died three months after his retirement. ## Writing career Harrison was an author as well as an industrialist, writing on Virginia history and genealogy. Among his works were a translation of the agricultural works of ancient Roman writer Marcus Porcius Cato and several books on the local history of Virginia, including The Landmarks of Old Prince William, Devon Carys, Proprietors of the Northern Neck and Virginia Carys. He also wrote on the early history of the American Thoroughbred racehorse; his work includes The Belair Stud, The Roanoke Stud, The Background of the American Stud Book, The Equine F.F.V's, The John's Island Stud, and Early American Turf Stock. The last came out in two volumes, the first on mares in 1934, and the second on stallions in 1935. Peter Willet, a later writer on Thoroughbreds, described him as an "indefatigable researcher in American pedigrees". Harrison also served on the Executive Committee of the Virginia Historical Society, and was instrumental in the preparation of the 120-volume Virginia Historical Index. ## Family, death, and legacy Harrison married Hetty Cary in 1894. They had four children: three daughters, Ursula, Constance, and Sally, and a son, Richard. He was a member of the Episcopal Church. Harrison was described as "physically imposing", and gray-haired in his middle age. Harry DeButts, an employee and protégé, described him as "a little cold when you first met him, but underneath he was a very warm, admirable, capable and wise man". He died on February 2, 1938, of heart disease, and was buried in Ivy Hill Cemetery in Alexandria, Virginia. On the day after Harrison's death, The New York Times carried his obituary, but instead of a photograph of Harrison, the picture that ran with the obituary was of John Jeremiah Pelley, the president of the Association of American Railroads, who was still alive. The College of William and Mary in Virginia holds some of his papers. A selection of his letters was published in 1944 under the title A Selection of the Letters of Fairfax Harrison. The University of Virginia library has on loan another collection of Harrison's papers. Correspondence and business files from his time as president of the Southern Railway are held by the Southern Railway Historical Society in their collection of president's files. They were loaned to the Southern Museum of Civil War and Locomotive History in 2003 and were still there in 2008. ## See also - Southern Railway 1401 – single surviving locomotive from the P-4 class of Southern locomotives
14,612,012
When You Get a Little Lonely
1,122,086,287
null
[ "1995 debut albums", "Maureen McCormick albums" ]
When You Get a Little Lonely is the debut studio album by American actress and singer Maureen McCormick. It was released on April 4, 1995, through the label Phantom Hill. After playing Marcia Brady in the sitcom The Brady Bunch, she was offered a solo record deal in the mid-1970s but rejected the offer to attend school. McCormick had previously recorded four albums as part of The Brady Bunch and a duet album with her co-star Christopher Knight. In 1994, she signed with her brother's record label, Phantom Hill, and recorded When You Get a Little Lonely in Nashville, Tennessee and Hollywood, California. Barry Coffing was the executive producer and arranged and produced all the songs. McCormick wanted to fuse genres into the album's overall country sound. The album received mainly negative reviews; some reviewers were critical of McCormick's choice to record country music. She promoted it through live performances and CD signings. Its title track and "Tell Mama" were released as singles. When You Get a Little Lonely was re-released in 2008 as a Circuit City exclusive. Since the album's release, McCormick has continued to perform country music and has participated in the reality television show Gone Country. In a 2008 interview, McCormick said she was disappointed by restrictions to the recording process and wished she had written at least one song for it. When You Get A Little Lonely is her only album as a solo artist. ## Background and recording Maureen McCormick first rose to prominence while playing Marcia Brady in the sitcom The Brady Bunch. She entered the entertainment industry by performing jingles; at the age of 10, she sang for a Kellogg's advertisement. As a part of The Brady Bunch cast, she released four albums, the first of which she recorded at age 15. McCormick also released a duet album with her television co-star Christopher Knight in 1973. Victoria Miller, writing for the digital marketing platform AXS, considered her music with The Brady Bunch bubblegum pop; she cited the 1973 song "It's a Sunshine Day" as an example. McCormick, however, identified with country music, saying she listened to the genre while growing up on her father's horse ranch. A "country-tinged tune" entitled "Little Bird" was among the songs on her album with Knight. When discussing her attraction to country, she said: "I love songs that tell stories. Words to me are the most important thing." After The Brady Bunch ended in 1974, a company offered McCormick a record deal to record a country album, describing it as her "natural sound". She rejected the offer to return to college and pursue a more "normal life". In a 2008 Entertainment Weekly interview, McCormick said she regretted not taking the deal, saying "I think it would've been interesting to see where it would've gone." In 1994, McCormick signed a recording contract with her brother's label Phantom Hill. During a 1995 Billboard interview, she said; "Music has always been my first love, and I've been waiting a long time for this opportunity. The wait just makes you stronger." McCormick recorded the album in 1994 and 1995 in Nashville, Tennessee, and Hollywood, California. While in Nashville, she went to Music Row to find inspiration; after returning to California, she selected her favorite songs to include on When You Get a Little Lonely. She had considered hundreds of songs before deciding on the eleven in the final track listing. The executive producer Barry Coffing arranged and produced all of the tracks. A 1994 episode of Entertainment Tonight included portions of the Nashville recording sessions. McCormick described the album as "[her] debut singing"; when asked about her past music career, she said, "Well, those weren't solo songs. They were the Brady kids. And that's not me anymore." While completing When You Get a Little Lonely, McCormick was offered a cameo role on The Brady Bunch Movie (1995) but turned it down to focus on the album. She had also been approached the previous year about the same cameo but was unable to accept because she was playing Betty Rizzo in a Broadway production of the musical Grease. ## Composition and sound McCormick described When You Get a Little Lonely as "country crossover" and said, "We tried to get some different styles, one that's upbeat, then there's a bluesy, jazzy, sexy song, then a commercial feeling". She listed Linda Ronstadt, James Taylor, Mary Chapin Carpenter, and the Eagles as her influences. Discussing the song selection process, McCormick said she tried to "get some different sounds together and have an album with a lot of a variety". AllMusic's Pemberton Roach referred to the album as a "completely straight-ahead modern Nashville country record", while Entertainment Weekly's Alanna Nash described it as country pop, citing its release as part of a trend of Hollywood celebrities recording music in Nashville. The instruments used on When You Get a Little Lonely include pedal steel guitar, fiddle, and piano, which a People magazine contributor called "all the twanging tools of the [country music] trade", and wrote that McCormick adopted a "Nashville accent". The album credits include "Music City's finest" (David Hungate, J.D. Maness, and Larry Knechtel) and "the usual suspects" (Troy Seals, Nicolette Larson, and Gary Nicholson). Mike Hughes, writing for The Times Herald, described McCormick's cover of Nicolette Larson's 1985 single "When You Get a Little Lonely" as "an up-tempo, dance-hall tune in current country style". She also covered Rena Gaile's 1996 single "Cloud of Dust", and recorded a version of the Crickets' 1957 single "Oh, Boy!" at the suggestion of Bread front man David Gates. McCormick said "Oh Boy!" was her daughter's favorite song from the album. Lisa Gutierrez, writing for Democrat and Chronicle, described When You Get a Little Lonely as a "truly grown-up work" in comparison to her performance as Marcia Brady. McCormick sings about sex using lyrics such as, "He does me wrong, he does me right. He does me crazy in the middle of the night." Other lyrics include "don't bury me on the love prairie". She also addresses "loss [and] the Wild West" in the songs. American singer-songwriter Wayland Patton appears as a guest artist on "We Must Have Done Something Right". ## Release and promotion When You Get a Little Lonely was released through Phantom Hill on April 4, 1995, on CD and cassette formats. McCormick uploaded portions of the songs to her official website. McCormick, who was 38 at the time of the release, wanted to distance herself from the "perpetual-teenager image" of Marcia Brady. The packaging does not reference The Brady Bunch; it includes a picture of a two-year-old McCormick dressed as a cowgirl. The cover, however, bore a sticker saying "Marcia Marcia Marcia", which McCormick said was done by a public relations company and described its inclusion as "a big mistake". McCormick told Billboard she felt "optimistic" that country radio would accept her music. During a 1995 interview, she said people, particularly DJs, enjoyed the album and her voice; Orlando Sentinel's Gary McKechnie wrote that it "seem[ed] to be popular with country music fans". The song "When You Get a Little Lonely" was the lead single and promoted through a music video. The video was shown on the 1995 television special Brady Bunch Home Movies. "Tell Mama" was released in September 1995 as the second single. When You Get a Little Lonely was made available as a digital download on Apple Music, but it was later removed from the platform. Record label Building re-released the album as an exclusive for Circuit City in 2008. It is McCormick's only album as a solo artist. According to a 1994 Chicago Sun-Times report, McCormick planned to promote When You Get a Little Lonely with a tour. She held album signings in 1995 at a Hollywood Virgin Megastore, the Orlando record store Peaches Music & Video, and a Henrietta Media Play. As part of the Henrietta event, Media Play held a "Brady Bunch look-alike contest". McCormick promoted the album by performing at Lake Compounce, an amusement park in Bristol and Southington, Connecticut, on July 2, 1995. On October 21, 1995, she performed during an Indianapolis Ice game against the Detroit Vipers. She also signed autographs during the game's intermission as part of a "Brady Bunch Night". The following year, she sang at the Palmdale Playhouse in Palmdale, California. In August 2001, McCormick appeared alongside her The Brady Bunch co-stars on the game show The Weakest Link. On his official website, Barry Williams, who played Greg Brady, held a competition in which viewers could win prizes, one of which was a copy of When You Get a Little Lonely, for guessing the winner of The Weakest Link correctly. ## Critical reception When You Get a Little Lonely received mainly negative reviews from critics. Some commentators recommended it for fans of The Brady Bunch. Pemberton Roach described McCormick as a "competent singer" with enthusiasm but said her upper register was "a little screechy at times". Roach cited "Cloud of Dust" as a highlight but was less positive about the album as a whole and said it "sounds like a well-produced L.A. songwriter demo". Despite praising the song selection, Hartford Courant's Anita M. Seline criticized McCormick's voice, specifically on her "tepid" version of "Oh Boy!". A People writer suggested McCormick record pop music or covers of 1970s Top 40 songs because "kitschy stuff, after all, has a remarkable shelf life". The reviewer said she "doesn't bring much conviction to the material" but her voice has a "sweet, rather pure timbre ... It's a very Brady sort of voice." Kathleen Adams and Lina Lofaro, writing for Time criticized McCormick's voice and said she "shows scant vocal or emotional range and her backup musicians follow suit". Some commentators were critical of McCormick's decision to record country music. Alanna Nash panned When You Get a Little Lonely as "the most manufactured of country pop" and criticized McCormick for singing with "the overwrought exuberance of a high school variety show contestant". The Atlanta Journal-Constitution's Miriam Longino wrote that she "can carry a tune" and that the album has the "slickest arrangements and studio musicians", but she largely dismissed it as "a contrived attempt to cash in on country's popularity". Longino said McCormick's interpretation of country music was inauthentic, writing, "A pair of Tony Lama boots cannot transform this California actress into Patsy Cline". A St. Cloud Times reviewer criticized her for "tr[ying] her hand at country and go[ing] nowhere". A Time contributor dismissed When You Get a Little Lonely as "new country curbed and gutted". In a 2010 Newsday article, Daniel Bubbeo wrote, "it's doubtful [McCormick] caused Reba McEntire to have any sleepless nights". ## Aftermath In a 2008 interview, McCormick said she was disappointed by the recording process for When You Get a Little Lonely: "I kinda felt like it wasn't done the right way. There are certain rules in Nashville, and my album didn't really follow them." She wished the process had been "more organic" and that she could have written at least one of the songs. According to a 2015 AXS article, McCormick has "long been associated with country music", including her portrayal of Barbara Mandrell in the 1997 television film Get to the Heart: The Barbara Mandrell Story. She lip-synced to Mandrell's music, saying; "Really, in a piece like this, you're playing that person. I would never be able to sound like her." Also in 1997, McCormick was an opening act for Clint Black and Faith Hill, and performed with Hal Ketchum and the Confederate Railroad. McCormick appeared in the music video for Brad Paisley's 2007 song "Online". The following year, she competed on the first season of the reality television show Gone Country; as the prize, John Rich would produce the winner's song, and it would be sent to radio. McCormick said it was a "lifelong dream to have a song on the radio". In March 2008, Julio Iglesias Jr. was announced as the winner of the season. Access Hollywood's executive producer Rob Silverstein hired McCormick as a red-carpet reporter for the 2008 CMT Music Awards after seeing her on Gone Country. ## Track listing Credits are taken from the booklet of When You Get a Little Lonely. Barry Coffing produced all of the songs. ## Credits and personnel The following credits were adapted from the booklet of When You Get a Little Lonely and AllMusic: - Richard Abramson – stylist - Osama Afifi – drums - Barry Beckett – organ (Hammond) - Marc Beeson – composer - Chris Bellman – mixing - Mike Botts – drums - Carter Bradley – make-up - Valerie Carter – vocals (background) - Barry Coffing – arranger, composer, piano, producer, vocals (background) - Jim Cox – piano - Tom Damphier – composer - Dan Dugmore – guitar, pedal steel - David Eaton – engineer - Kenny Edwards – vocals (background) - Jim Gaines – photography - Nicola Goode – cover design - Rhonda Gunn – composer - Liz Hengber – composer - Steve Hill – guitar - Randy Howard – fiddle, mandolin - Chris Hufford – engineer, mixing - David Hungate – bass - Mark Irwin – composer - Larry Knechtel – piano - Craig Krampf – drums - Bob Krusen – engineer - Nicolette Larson – composer - Albert Lee – guitar - Josh Leo – composer - Bill Lloyd – composer - Jay Dee Maness – pedal steel - Maureen McCormick – primary artist, vocals - Gary Nicholson – composer - Robert Ellis Orrall – composer - David Pascal – art direction - Wayland Patton – performer, primary artist, vocals - Gretchen Peters – composer - Norman Petty – composer - Bob Regan – composer - Mike Reid – composer - Judy Rodman – composer - Troy Seals – composer - Leland Sklar – bass - Hans J. Spurkel – photography - George Teren – composer - Bill Tilghman – composer - Pam Tillis – composer - Wendy Waldman – composer, vocals (background) - Sonny West – composer ## Release history
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Zhang Heng
1,172,854,154
Chinese scientist and statesman (78–139)
[ "139 deaths", "1st-century Chinese poets", "2nd-century Chinese astronomers", "2nd-century Chinese mathematicians", "2nd-century Chinese philosophers", "2nd-century Chinese poets", "2nd-century geographers", "78 births", "Ancient Chinese mathematicians", "Chinese Confucianists", "Chinese cartographers", "Chinese ethnographers", "Chinese geographers", "Chinese inventors", "Chinese mechanical engineers", "Chinese non-fiction writers", "Chinese scholars", "Chinese seismologists", "Engineers from Henan", "Han dynasty government officials", "Han dynasty science writers", "Hydraulic engineers", "Mathematicians from Henan", "Philosophers from Henan", "Physicists from Henan", "Poets from Henan", "Politicians from Nanyang, Henan", "Technical writers", "Writers from Nanyang, Henan", "Zhang Heng" ]
Zhang Heng (; AD 78–139), formerly romanized as Chang Heng, was a Chinese polymathic scientist and statesman who lived during the Han dynasty. Educated in the capital cities of Luoyang and Chang'an, he achieved success as an astronomer, mathematician, seismologist, hydraulic engineer, inventor, geographer, cartographer, ethnographer, artist, poet, philosopher, politician, and literary scholar. Zhang Heng began his career as a minor civil servant in Nanyang. Eventually, he became Chief Astronomer, Prefect of the Majors for Official Carriages, and then Palace Attendant at the imperial court. His uncompromising stance on historical and calendrical issues led to his becoming a controversial figure, preventing him from rising to the status of Grand Historian. His political rivalry with the palace eunuchs during the reign of Emperor Shun (r. 125–144) led to his decision to retire from the central court to serve as an administrator of Hejian Kingdom in present-day Hebei. Zhang returned home to Nanyang for a short time, before being recalled to serve in the capital once more in 138. He died there a year later, in 139. Zhang applied his extensive knowledge of mechanics and gears in several of his inventions. He invented the world's first water-powered armillary sphere to assist astronomical observation; improved the inflow water clock by adding another tank; and invented the world's first seismoscope, which discerned the cardinal direction of an earthquake 500 km (310 mi) away. He improved previous Chinese calculations for pi. In addition to documenting about 2,500 stars in his extensive star catalog, Zhang also posited theories about the Moon and its relationship to the Sun: specifically, he discussed the Moon's sphericity, its illumination by reflected sunlight on one side and the hidden nature of the other, and the nature of solar and lunar eclipses. His fu (rhapsody) and shi poetry were renowned in his time and studied and analyzed by later Chinese writers. Zhang received many posthumous honors for his scholarship and ingenuity; some modern scholars have compared his work in astronomy to that of the Greco-Roman Ptolemy (AD 86–161). ## Life ### Early life Born in the town of Xi'e in Nanyang Commandery (north of the modern Nanyang City in Henan province), Zhang Heng came from a distinguished but not affluent family. His grandfather Zhang Kan (張堪) had been governor of a commandery and one of the leaders who supported the restoration of the Han by Emperor Guangwu (r. 25–57), following the death of the usurping Wang Mang of the Xin (AD 9–23). When he was ten, Zhang's father died, leaving him in the care of his mother and grandmother. An accomplished writer in his youth, Zhang left home in the year 95 to pursue his studies in the capitals of Chang'an and Luoyang. While traveling to Luoyang, Zhang passed by a hot spring near Mount Li and dedicated one of his earliest fu poems to it. This work, entitled "Fu on the Hot Springs" (Wēnquán fù 溫泉賦), describes the throngs of people attending the hot springs, which later became famous as the "Huaqing Hot Springs", a favorite retreat of imperial concubine Yang Guifei during the Tang dynasty. After studying for some years at Luoyang's Taixue, he was well-versed in the classics and friends with several notable persons, including the mathematician and calligrapher Cui Yuan (78–143), the official and philosophical commentator Ma Rong (79–166), and the philosopher Wang Fu (78–163). Government authorities offered Zhang appointments to several offices, including a position as one of the Imperial Secretaries, yet he acted modestly and declined. At age 23, Zhang returned home with the title "Officer of Merit in Nanyang", serving as the master of documents under the administration of Governor Bao De (in office from 103 to 111). As he was charged with composing inscriptions and dirges for the governor, he gained experience in writing official documents. As Officer of Merit in the commandery, he was also responsible for local appointments to office and recommendations to the capital of nominees for higher office. He spent much of his time composing rhapsodies on the capital cities. When Bao De was recalled to the capital in 111 to serve as a minister of finance, Zhang continued his literary work at home in Xi'e. Zhang Heng began his studies in astronomy at the age of 30 and began publishing his works on astronomy and mathematics. ### Official career In 112, Zhang was summoned to the court of Emperor An (r. 106–125), who had heard of his expertise in mathematics. When he was nominated to serve at the capital, Zhang was escorted by carriage—a symbol of his official status—to Luoyang, where he became a court gentleman working for the Imperial Secretariat. He was promoted to Chief Astronomer for the court, serving his first term from 115 to 120 under Emperor An and his second under the succeeding emperor from 126 to 132. As Chief Astronomer, Zhang was a subordinate of the Minister of Ceremonies, one of Nine Ministers ranked just below the Three Excellencies. In addition to recording heavenly observations and portents, preparing the calendar, and reporting which days were auspicious and which ill-omened, Zhang was also in charge of an advanced literacy test for all candidates to the Imperial Secretariat and the Censorate, both of whose members were required to know at least 9,000 characters and all major writing styles. Under Emperor An, Zhang also served as Prefect of the Majors for Official Carriages under the Ministry of Guards, in charge of receiving memorials to the throne (formal essays on policy and administration) as well as nominees for official appointments. When the government official Dan Song proposed the Chinese calendar should be reformed in 123 to adopt certain apocryphal teachings, Zhang opposed the idea. He considered the teachings to be of questionable stature and believed they could introduce errors. Others shared Zhang's opinion and the calendar was not altered, yet Zhang's proposal that apocryphal writings should be banned was rejected. The officials Liu Zhen and Liu Taotu, members of a committee to compile the dynastic history Dongguan Hanji (東觀漢記), sought permission from the court to consult Zhang Heng. However, Zhang was barred from assisting the committee due to his controversial views on apocrypha and his objection to the relegation of the Gengshi Emperor's (r. 23–25) role in the restoration of the Han dynasty as lesser than Emperor Guangwu's. Liu Zhen and Liu Taotu were Zhang's only historian allies at court, and after their deaths Zhang had no further opportunities for promotion to the prestigious post of court historian. Despite this setback in his official career, Zhang was reappointed as Chief Astronomer in 126 after Emperor Shun of Han (r. 125–144) ascended to the throne. His intensive astronomical work was rewarded only with the rank and salary of 600 bushels, or shi, of grain (mostly commuted to coin cash or bolts of silk). To place this number in context, in a hierarchy of twenty official ranks, the lowest-paid official earned the rank and salary of 100 bushels and the highest-paid official earned 10,000 bushels during the Han. The 600-bushel rank was the lowest the emperor could directly appoint to a central government position; any official of lower status was overseen by central or provincial officials of high rank. In 132, Zhang introduced an intricate seismoscope to the court, which he claimed could detect the precise cardinal direction of a distant earthquake. On one occasion his device indicated that an earthquake had occurred in the northwest. As there was no perceivable tremor felt in the capital his political enemies were briefly able to relish the failure of his device, until a messenger arrived shortly afterwards to report that an earthquake had occurred about 400 km (248 mi) to 500 km (310 mi) northwest of Luoyang in Gansu province. A year after Zhang presented his seismoscope to the court, officials and candidates were asked to provide comments about a series of recent earthquakes which could be interpreted as signs of displeasure from Heaven. The ancient Chinese viewed natural calamities as cosmological punishments for misdeeds that were perpetrated by the Chinese ruler or his subordinates on earth. In Zhang's memorial discussing the reasons behind these natural disasters, he criticized the new recruitment system of Zuo Xiong which fixed the age of eligible candidates for the title "Filial and Incorrupt" at age forty. The new system also transferred the power of the candidates' assessment to the Three Excellencies rather than the Generals of the Household, who by tradition oversaw the affairs of court gentlemen. Although Zhang's memorial was rejected, his status was significantly elevated soon after to Palace Attendant, a position he used to influence the decisions of Emperor Shun. With this prestigious new position, Zhang earned a salary of 2,000 bushels and had the right to escort the emperor. As Palace Attendant to Emperor Shun, Zhang Heng attempted to convince him that the court eunuchs represented a threat to the imperial court. Zhang pointed to specific examples of past court intrigues involving eunuchs, and convinced Shun that he should assume greater authority and limit their influence. The eunuchs attempted to slander Zhang, who responded with a fu rhapsody called "Fu on Pondering the Mystery", which vents his frustration. Rafe de Crespigny states that Zhang's rhapsody used imagery similar to Qu Yuan's (340–278 BC) poem "Li Sao" and focused on whether or not good men should flee the corrupted world or remain virtuous within it. ## Literature and poetry While working for the central court, Zhang Heng had access to a variety of written materials located in the Archives of the Eastern Pavilion. Zhang read many of the great works of history in his day and claimed he had found ten instances where the Records of the Grand Historian by Sima Qian (145–90 BC) and the Book of Han by Ban Gu (AD 32–92) differed from other ancient texts that were available to him. His account was preserved and recorded in the 5th-century text of the Book of Later Han by Fan Ye (398–445). His rhapsodies and other literary works displayed a deep knowledge of classic texts, Chinese philosophy, and histories. He also compiled a commentary on the Taixuan (太玄, "Great Mystery") by the Daoist author Yang Xiong (53 BC–AD 18). Xiao Tong (501–531), a crown prince of the Liang dynasty (502–557), immortalized several of Zhang's works in his literary anthology Selections of Refined Literature (Wen xuan 文選). Zhang's fu rhapsodies include "Western Metropolis Rhapsody" (Xī jīng fù 西京賦), "Eastern Metropolis Rhapsody" (Dōng jīng fù 東京賦), "Southern Capital Rhapsody" (Nán dū fù 南都賦), "Rhapsody on Contemplating the Mystery" (Sī xuán fù 思玄賦), and "Rhapsody on Returning to the Fields" (Guī tián fù 歸田賦). The latter fuses Daoist ideas with Confucianism and was a precursor to later Chinese metaphysical nature poetry, according to Liu Wu-chi. A set of four short lyric poems (shi 詩) entitled "Lyric Poems on Four Sorrows" (Sì chóu shī 四愁詩), is also included with Zhang's preface. This set constitutes some of the earliest heptasyllabic shi Chinese poetry written. While still in Luoyang, Zhang became inspired to write his "Western Metropolis Rhapsody" and "Eastern Metropolis Rhapsody", which were based on the "Rhapsody on the Two Capitals" by the historian Ban Gu. Zhang's work was similar to Ban's, although the latter fully praised the contemporaneous Eastern Han regime while Zhang provided a warning that it could suffer the same fate as the Western Han if it too declined into a state of decadence and moral depravity. These two works satirized and criticized what he saw as the excessive luxury of the upper classes. Zhang's "Southern Capital Rhapsody" commemorated his home city of Nanyang, home of the restorer of the Han dynasty, Guangwu. In Zhang Heng's poem "Four Sorrows", he laments that he is unable to woo a beautiful woman due to the impediment of mountains, snows and rivers. Scholars Rafe de Crespigny and David R. Knechtges claim that Zhang wrote this as an innuendo hinting at his inability to keep in contact with the emperor, hindered by unworthy rivals and petty men. This poem is one of the first in China to have seven words per line. His "Four Sorrows" reads: In another poem of his called "Stabilizing the Passions" (Dìng qíng fù 定情賦)—preserved in a Tang dynasty (618–907) encyclopedia, but referred to earlier by Tao Qian (365–427) in praise of Zhang's lyrical minimalism—Zhang displays his admiration for an attractive and exemplary woman. This simpler type of fu poem influenced later works by the prominent official and scholar Cai Yong (132–192). Zhang wrote: Zhang's long lyrical poems also revealed a great amount of information on urban layout and basic geography. His rhapsody "Sir Based-On-Nothing" provides details on terrain, palaces, hunting parks, markets, and prominent buildings of Chang'an, the Western Han capital. Exemplifying his attention to detail, his rhapsody on Nanyang described gardens filled with spring garlic, summer bamboo shoots, autumn leeks, winter rape-turnips, perilla, evodia, and purple ginger. Zhang Heng's writing confirms the size of the imperial hunting park in the suburbs of Chang'an, as his estimate for the circumference of the park's encircling wall agrees with the historian Ban Gu's estimate of roughly 400 li (one li in Han times was equal to 415.8 m, or 1,364 ft, making the circumference of the park wall 166,320 m, or 545,600 ft). Along with Sima Xiangru (179–117 BC), Zhang listed a variety of animals and hunting game inhabiting the park, which were divided in the northern and southern portions of the park according to where the animals had originally come from: northern or southern China. Somewhat similar to the description of Sima Xiangru, Zhang described the Western Han emperors and their entourage enjoying boat outings, water plays, fishing, and displays of archery targeting birds and other animals with stringed arrows from the tops of tall towers along Chang'an's Kunming Lake. The focus of Zhang's writing on specific places and their terrain, society, people, and their customs could also be seen as early attempts of ethnographic categorization. In his poem "Xijing fu", Zhang shows that he was aware of the new foreign religion of Buddhism, introduced via the Silk Road, as well as the legend of the birth of Buddha with the vision of the white elephant bringing about conception. In his "Western Metropolis Rhapsody" (西京賦), Zhang described court entertainments such as juedi (角抵), a form of theatrical wrestling accompanied by music in which participants butted heads with bull horn masks. With his "Responding to Criticism" (Ying jian 應間), a work modeled on Yang Xiong's "Justification Against Ridicule", Zhang was an early writer and proponent of the Chinese literary genre shelun, or hypothetical discourse. Authors of this genre created a written dialogue between themselves and an imaginary person (or a real person of their entourage or association); the latter poses questions to the author on how to lead a successful life. He also used it as a means to criticize himself for failing to obtain high office, but coming to the conclusion that the true gentleman displays virtue instead of greed for power. In this work, Dominik Declercq asserts that the person urging Zhang to advance his career in a time of government corruption most likely represented the eunuchs or Empress Liang's (116–150) powerful relatives in the Liang clan. Declercq states that these two groups would have been "anxious to know whether this famous scholar could be lured over to their side", but Zhang flatly rejected such an alignment by declaring in this politically charged piece of literature that his gentlemanly quest for virtue trumped any desire of his for power. Zhang wrote about the various love affairs of emperors dissatisfied with the imperial harem, going out into the city incognito to seek out prostitutes and sing-song girls. This was seen as a general criticism of the Eastern Han emperors and their imperial favorites, guised in the criticism of earlier Western Han emperors. Besides criticizing the Western Han emperors for lavish decadence, Zhang also pointed out that their behavior and ceremonies did not properly conform with the Chinese cyclical beliefs in yin and yang. In a poem criticizing the previous Western Han dynasty, Zhang wrote: ## Achievements in science and technology ### Mathematics For centuries the Chinese approximated pi as 3; Liu Xin (d. AD 23) made the first known Chinese attempt at a more accurate calculation of 3.1457, but there is no record detailing the method he used to obtain this figure. In his work around 130, Zhang Heng compared the celestial circle to the diameter of the earth, proportioning the former as 736 and the latter as 232, thus calculating pi as 3.1724. In Zhang's day, the ratio 4:3 was given for the area of a square to the area of its inscribed circle and the volume of a cube and volume of the inscribed sphere should also be 4<sup>2</sup>:3<sup>2</sup>. In formula, with D as diameter and V as volume, D<sup>3</sup>:V = 16:9 or V=$\tfrac{9}{16}$D<sup>3</sup>; Zhang realized that the value for diameter in this formula was inaccurate, noting the discrepancy as the value taken for the ratio. Zhang then attempted to remedy this by amending the formula with an additional $\tfrac{1}{16}$D<sup>3</sup>, hence V=$\tfrac{9}{16}$D<sup>3</sup> + $\tfrac{1}{16}$D<sup>3</sup> = $\tfrac{5}{8}$D<sup>3</sup>. With the ratio of the volume of the cube to the inscribed sphere at 8:5, the implied ratio of the area of the square to the circle is √8:√5. From this formula, Zhang calculated pi as the square root of 10 (or approximately 3.162). Zhang also calculated pi as $\tfrac{730}{232}$ = 3.1466 in his book Ling Xian (靈憲). In the 3rd century, Liu Hui made the calculation more accurate with his π algorithm, which allowed him to obtain the value 3.14159. Later, Zu Chongzhi (429–500) approximated pi as $\tfrac{355}{113}$ or 3.141592, the most accurate calculation for pi the ancient Chinese would achieve. ### Astronomy In his publication of AD 120 called The Spiritual Constitution of the Universe (靈憲, Ling Xian, lit. "Sublime Model"), Zhang Heng theorized that the universe was like an egg "as round as a crossbow pellet" with the stars on the shell and the Earth as the central yolk. This universe theory is congruent with the geocentric model as opposed to the heliocentric model. Although the ancient Warring States (403–221 BC) Chinese astronomers Shi Shen and Gan De had compiled China's first star catalogue in the 4th century BC, Zhang nonetheless catalogued 2,500 stars which he placed in a "brightly shining" category (the Chinese estimated the total to be 14,000), and he recognized 124 constellations. In comparison, this star catalogue featured many more stars than the 850 documented by the Greek astronomer Hipparchus (c. 190–c.120 BC) in his catalogue, and more than Ptolemy (AD 83–161), who catalogued over 1,000. Zhang supported the "radiating influence" theory to explain solar and lunar eclipses, a theory which was opposed by Wang Chong (AD 27–97). In the Ling Xian, Zhang wrote: > > The Sun is like fire and the Moon like water. The fire gives out light and the water reflects it. Thus the moon's brightness is produced from the radiance of the Sun, and the Moon's darkness is due to (the light of) the sun being obstructed. The side which faces the Sun is fully lit, and the side which is away from it is dark. > > > > The planets (as well as the Moon) have the nature of water and reflect light. The light pouring forth from the Sun does not always reach the moon owing to the obstruction of the earth itself—this is called "ànxū", a lunar eclipse. When (a similar effect) happens with a planet (we call it) an occultation; when the Moon passes across (the Sun's path) then there is a solar eclipse. Zhang Heng viewed these astronomical phenomena in supernatural terms as well. The signs of comets, eclipses, and movements of heavenly bodies could all be interpreted by him as heavenly guides on how to conduct affairs of state. Contemporary writers also wrote about eclipses and the sphericity of heavenly bodies. The music theorist and mathematician Jing Fang (78–37 BC) wrote about the spherical shape of the Sun and Moon while discussing eclipses: > The Moon and the planets are Yin; they have shape but no light. This they receive only when the Sun illuminates them. The former masters regarded the Sun as round like a crossbow bullet, and they thought the Moon had the nature of a mirror. Some of them recognized the Moon as a ball too. Those parts of the Moon which the Sun illuminates look bright, those parts which it does not, remain dark. The theory posited by Zhang and Jing was supported by later pre-modern scientists such as Shen Kuo (1031–1095), who expanded on the reasoning of why the Sun and Moon were spherical. The theory of the celestial sphere surrounding a flat, square Earth was later criticized by the Jin-dynasty scholar-official Yu Xi (fl. 307–345). He suggested that the Earth could be round like the heavens, a spherical Earth theory fully accepted by mathematician Li Ye (1192–1279) but not by mainstream Chinese science until European influence in the 17th century. ### Extra tank for inflow clepsydra The outflow clepsydra was a timekeeping device used in China as long ago as the Shang dynasty (c. 1600–c. 1050 BC), and certainly by the Zhou dynasty (1122–256 BC). The inflow clepsydra with an indicator rod on a float had been known in China since the beginning of the Han dynasty in 202 BC and had replaced the outflow type. The Han Chinese noted the problem with the falling pressure head in the reservoir, which slowed the timekeeping of the device as the inflow vessel was filled. Zhang Heng was the first to address this problem, indicated in his writings from 117, by adding an extra compensating tank between the reservoir and the inflow vessel. Zhang also mounted two statuettes of a Chinese immortal and a heavenly guard on the top of the inflow clepsydra, the two of which would guide the indicator rod with their left hand and point out the graduations with their right. Joseph Needham states that this was perhaps the ancestor of all clock jacks that would later sound the hours found in mechanical clocks by the 8th century, but he notes that these figures did not actually move like clock jack figurines or sound the hours. Many additional compensation tanks were added to later clepsydras in the tradition of Zhang Heng. In 610 the Sui dynasty (581–618) engineers Geng Xun and Yuwen Kai crafted an unequal-armed steelyard balance able to make seasonal adjustments in the pressure head of the compensating tank, so that it could control the rate of water flow for different lengths of day and night during the year. Zhang mentioned a "jade dragon's neck", which in later times meant a siphon. He wrote of the floats and indicator-rods of the inflow clepsydra as follows: > > Bronze vessels are made and placed one above the other at different levels; they are filled with pure water. Each has at the bottom a small opening in the form of a 'jade dragon's neck'. The water dripping (from above) enters two inflow receivers (alternately), the left one being for the night and the right one for the day. > > > > On the covers of each (inflow receiver) there are small cast statuettes in gilt bronze; the left (night) one is an immortal and the right (day) one is a policeman. These figures guide the indicator-rod (lit. arrow) with their left hands, and indicate the graduations on it with their right hands, thus giving the time. ### Water-powered armillary sphere Zhang Heng is the first person known to have applied hydraulic motive power (i.e. by employing a waterwheel and clepsydra) to rotate an armillary sphere, an astronomical instrument representing the celestial sphere. The Greek astronomer Eratosthenes (276–194 BC) invented the first armillary sphere in 255 BC. The Chinese armillary sphere was fully developed by 52 BC, with the astronomer Geng Shouchang's addition of a permanently fixed equatorial ring. In AD 84 the astronomers Fu An and Jia Kui added the ecliptic ring, and finally Zhang Heng added the horizon and meridian rings. This invention is described and attributed to Zhang in quotations by Hsu Chen and Li Shan, referencing his book Lou Shui Chuan Hun Thien I Chieh (Apparatus for Rotating an Armillary Sphere by Clepsydra Water). It was likely not an actual book by Zhang, but a chapter from his Hun I or Hun I Thu Chu, written in 117 AD. His water-powered armillary influenced the design of later Chinese water clocks and led to the discovery of the escapement mechanism by the 8th century. The historian Joseph Needham (1900–1995) states: > What were the factors leading to the first escapement clock in China? The chief tradition leading to Yi Xing (AD 725 ) was of course the succession of 'pre-clocks' which had started with Zhang Heng about 125. Reason has been given for believing that these applied power to the slow turning movement of computational armillary spheres and celestial globes by means of a water-wheel using clepsydra drip, which intermittently exerted the force of a lug to act on the teeth of a wheel on a polar-axis shaft. Zhang Heng in his turn had composed this arrangement by uniting the armillary rings of his predecessors into the equatorial armillary sphere, and combining it with the principles of the water-mills and hydraulic trip-hammers which had become so widespread in Chinese culture in the previous century. Zhang did not initiate the Chinese tradition of hydraulic engineering, which began during the mid Zhou dynasty (c. 6th century BC), through the work of engineers such as Sunshu Ao and Ximen Bao. Zhang's contemporary, Du Shi, (d. AD 38) was the first to apply the motive power of waterwheels to operate the bellows of a blast furnace to make pig iron, and the cupola furnace to make cast iron. Zhang provided a valuable description of his water-powered armillary sphere in the treatise of 125, stating: > The equatorial ring goes around the belly of the armillary sphere 91 and 5/19 (degrees) away from the pole. The circle of the ecliptic also goes round the belly of the instrument at an angle of 24 (degrees) with the equator. Thus at the summer solstice the ecliptic is 67 (degrees) and a fraction away from the pole, while at the winter solstice it is 115 (degrees) and a fraction away. Hence (the points) where the ecliptic and the equator intersect should give the north polar distances of the spring and autumn equinoxes. But now (it has been recorded that) the spring equinox is 90 and 1/4 (degrees) away from the pole, and the autumn equinox is 92 and 1/4 (degrees) away. The former figure is adopted only because it agrees with the (results obtained by the) method of measuring solstitial sun shadows as embodied in the Xia (dynasty) calendar. Zhang Heng's water-powered armillary sphere had profound effects on Chinese astronomy and mechanical engineering in later generations. His model and its complex use of gears greatly influenced the water-powered instruments of later astronomers such as Yi Xing (683–727), Zhang Sixun (fl. 10th century), Su Song (1020–1101), Guo Shoujing (1231–1316), and many others. Water-powered armillary spheres in the tradition of Zhang Heng's were used in the eras of the Three Kingdoms (220–280) and Jin dynasty (266–420), yet the design for it was temporarily out of use between 317 and 418, due to invasions of northern Xiongnu nomads. Zhang Heng's old instruments were recovered in 418, when Emperor Wu of Liu Song (r. 420–422) captured the ancient capital of Chang'an. Although still intact, the graduation marks and the representations of the stars, Moon, Sun, and planets were quite worn down by time and rust. In 436, the emperor ordered Qian Luozhi, the Secretary of the Bureau of Astronomy and Calendar, to recreate Zhang's device, which he managed to do successfully. Qian's water-powered celestial globe was still in use at the time of the Liang dynasty (502–557), and successive models of water-powered armillary spheres were designed in subsequent dynasties. ### Zhang's seismoscope From the earliest times, the Chinese were concerned with the destructive force of earthquakes. It was recorded in Sima Qian's Records of the Grand Historian of 91 BC that in 780 BC an earthquake had been powerful enough to divert the courses of three rivers. It was not known at the time that earthquakes were caused by the shifting of tectonic plates in the Earth's crust; instead, the people of the ancient Zhou dynasty explained them as disturbances with cosmic yin and yang, along with the heavens' displeasure with acts committed (or the common peoples' grievances ignored) by the current ruling dynasty. These theories were ultimately derived from the ancient text of the Yijing (Book of Changes), in its fifty-first hexagram. There were other early theories about earthquakes, developed by those such as the ancient Greeks. Anaxagoras (c. 500–428 BC) believed that they were caused by excess water near the surface crust of the earth bursting into the Earth's hollows; Democritus (c. 460–370 BC) believed that the saturation of the Earth with water caused them; Anaximenes (c. 585–c. 525 BC) believed they were the result of massive pieces of the Earth falling into the cavernous hollows due to drying; and Aristotle (384–322 BC) believed they were caused by instability of vapor (pneuma) caused by the drying of the moist Earth by the Sun's rays. During the Han dynasty, many learned scholars—including Zhang Heng—believed in the "oracles of the winds". These oracles of the occult observed the direction, force, and timing of the winds, to speculate about the operation of the cosmos and to predict events on Earth. These ideas influenced Zhang Heng's views on the cause of earthquakes. In 132, Zhang Heng presented to the Han court what many historians consider to be his most impressive invention, the first seismoscope. A seismoscope records the motions of Earth's shaking, but unlike a seismometer, it does not retain a time record of those motions. It was named "earthquake weathervane" (hòufēng dìdòngyí 候風地動儀), and it was able to roughly determine the direction (out of eight directions) where the earthquake came from. According to the Book of Later Han (compiled by Fan Ye in the 5th century), his bronze urn-shaped device, with a swinging pendulum inside, was able to detect the direction of an earthquake hundreds of miles/kilometers away. This was essential for the Han government in sending quick aid and relief to regions devastated by this type of natural disaster. The Book of Later Han records that, on one occasion, Zhang's device was triggered, though no observer had felt any seismic disturbance; several days later a messenger arrived from the west and reported that an earthquake had occurred in Longxi (modern Gansu Province), the same direction that Zhang's device had indicated, and thus the court was forced to admit the efficacy of the device. To indicate the direction of a distant earthquake, Zhang's device dropped a bronze ball from one of eight tubed projections shaped as dragon heads; the ball fell into the mouth of a corresponding metal object shaped as a toad, each representing a direction like the points on a compass rose. His device had eight mobile arms (for all eight directions) connected with cranks having catch mechanisms at the periphery. When tripped, a crank and right angle lever would raise a dragon head and release a ball which had been supported by the lower jaw of the dragon head. His device also included a vertical pin passing through a slot in the crank, a catch device, a pivot on a projection, a sling suspending the pendulum, an attachment for the sling, and a horizontal bar supporting the pendulum. Wang Zhenduo (王振鐸) argued that the technology of the Eastern Han era was sophisticated enough to produce such a device, as evidenced by contemporary levers and cranks used in other devices such as crossbow triggers. Later Chinese of subsequent periods were able to reinvent Zhang's seismoscope. They included the 6th-century mathematician and surveyor Xindu Fang of the Northern Qi dynasty (550–577) and the astronomer and mathematician Lin Xiaogong of the Sui dynasty (581–618). Like Zhang, Xindu Fang and Lin Xiaogong were given imperial patronage for their services in craftsmanship of devices for the court. By the time of the Yuan dynasty (1271–1368), it was acknowledged that all devices previously made were preserved, except for that of the seismoscope. This was discussed by the scholar Zhou Mi around 1290, who remarked that the books of Xindu Fang and Lin Xiaogong detailing their seismological devices were no longer to be found. Horwitz, Kreitner, and Needham speculate if Tang dynasty (618–907) era seismographs found their way to contemporary Japan; according to Needham, "instruments of apparently traditional type there in which a pendulum carries pins projecting in many directions and able to pierce a surrounding paper cylinder, have been described." Hong-sen Yan states that modern replicas of Zhang's device have failed to reach the level of accuracy and sensitivity described in Chinese historical records. Wang Zhenduo presented two different models of the seismoscope based on the ancient descriptions of Zhang's device. In his 1936 reconstruction, the central pillar (du zhu) of the device was a suspended pendulum acting as a movement sensor, while the central pillar of his second model in 1963 was an inverted pendulum. According to Needham, while working in the Seismological Observatory of Tokyo University in 1939, Akitsune Imamura and Hagiwara made a reconstruction of Zhang's device. While it was John Milne and Wang Zhenduo who argued early on that Zhang's "central pillar" was a suspended pendulum, Imamura was the first to propose an inverted model. He argued that transverse shock would have rendered Wang's immobilization mechanism ineffective, as it would not have prevented further motion that could knock other balls out of their position. On June 13, 2005, modern Chinese seismologists announced that they had successfully created a replica of the instrument. Anthony J. Barbieri-Low, a professor of early Chinese history at the University of California, Santa Barbara, names Zhang Heng as one of several high-ranking Eastern-Han officials who engaged in crafts that were traditionally reserved for artisans (gong 工), such as mechanical engineering. Barbieri-Low speculates that Zhang only designed his seismoscope, but did not actually craft the device himself. He asserts that this would most likely have been the job of artisans commissioned by Zhang. He writes: "Zhang Heng was an official of moderately high rank and could not be seen sweating in the foundries with the gong artisans and the government slaves. Most likely, he worked collaboratively with the professional casters and mold makers in the imperial workshops." ### Cartography The Wei (220–265) and Jin dynasty (266–420) cartographer and official Pei Xiu (224–271) was the first in China to describe in full the geometric grid reference for maps that allowed for precise measurements using a graduated scale, as well as topographical elevation. However, map-making in China had existed since at least the 4th century BC with the Qin state maps found in Gansu in 1986. Pinpointed accuracy of the winding courses of rivers and familiarity with scaled distance had been known since the Qin and Han dynasty, respectively, as evidenced by their existing maps, while the use of a rectangular grid had been known in China since the Han as well. Historian Howard Nelson states that, although the accounts of Zhang Heng's work in cartography are somewhat vague and sketchy, there is ample written evidence that Pei Xiu derived the use of the rectangular grid reference from the maps of Zhang Heng. Rafe de Crespigny asserts that it was Zhang who established the rectangular grid system in Chinese cartography. Needham points out that the title of his book Flying Bird Calendar may have been a mistake, and that the book is more accurately entitled Bird's Eye Map. Historian Florian C. Reiter notes that Zhang's narrative "Guitian fu" contains a phrase about applauding the maps and documents of Confucius of the Zhou dynasty, which Reiter suggests places maps (tu) on a same level of importance with documents (shu). It is documented that a physical geography map was first presented by Zhang Heng in 116 AD, called a Ti Hsing Thu. ### Odometer and south-pointing chariot Zhang Heng is often credited with inventing the first odometer, an achievement also attributed to Archimedes (c. 287–212 BC) and Heron of Alexandria (fl. AD 10–70). Similar devices were used by the Roman and Han-Chinese empires at about the same period. By the 3rd century, the Chinese had termed the device the jili guche (記里鼓車, "li-recording drum carriage" (the modern measurement of li = 500 m/1640 ft). Ancient Chinese texts describe the mechanical carriage's functions; after one li was traversed, a mechanically driven wooden figure struck a drum, and after ten li had been covered, another wooden figure struck a gong or a bell with its mechanically operated arm. However, there is evidence to suggest that the invention of the odometer was a gradual process in Han dynasty China that centered on the "huang men"—court people (i.e. eunuchs, palace officials, attendants and familiars, actors, acrobats, etc.) who followed the musical procession of the royal "drum-chariot". There is speculation that at some time during the 1st century BC the beating of drums and gongs was mechanically driven by the rotation of the road wheels. This might have actually been the design of Luoxia Hong (c. 110 BC), yet by at least 125 the mechanical odometer carriage was already known, as it was depicted in a mural of the Xiao Tang Shan Tomb. The south-pointing chariot was another mechanical device credited to Zhang Heng. It was a non-magnetic compass vehicle in the form of a two-wheeled chariot. Differential gears driven by the chariot's wheels allowed a wooden figurine (in the shape of a Chinese state minister) to constantly point to the south, hence its name. The Song Shu (c. AD 500 ) records that Zhang Heng re-invented it from a model used in the Zhou dynasty era, but the violent collapse of the Han dynasty unfortunately did not allow it to be preserved. Whether Zhang Heng invented it or not, Ma Jun (200–265) succeeded in creating the chariot in the following century. ## Legacy ### Science and technology Zhang Heng's mechanical inventions influenced later Chinese inventors such as Yi Xing, Zhang Sixun, Su Song, and Guo Shoujing. Su Song directly named Zhang's water-powered armillary sphere as the inspiration for his 11th-century clock tower. The cosmic model of nine points of Heaven corresponding with nine regions of earth conceived in the work of the scholar-official Chen Hongmou (1696–1771) followed in the tradition of Zhang's book Spiritual Constitution of the Universe. The seismologist John Milne, who created the modern seismograph in 1876 alongside Thomas Gray and James A. Ewing at the Imperial College of Engineering in Tokyo, commented in 1886 on Zhang Heng's contributions to seismology. The historian Joseph Needham emphasized his contributions to pre-modern Chinese technology, stating that Zhang was noted even in his day for being able to "make three wheels rotate as if they were one." More than one scholar has described Zhang as a polymath. However, some scholars also point out that Zhang's writing lacks concrete scientific theories. Comparing Zhang with his contemporary, Ptolemy (83–161) of Roman Egypt, Jin Guantao, Fan Hongye, and Liu Qingfeng state: : Based on the theories of his predecessors, Zhang Heng systematically developed the celestial sphere theory. An armillary constructed on the basis of his hypotheses bears a remarkable similarity to Ptolemy's earth-centered theory. However, Zhang Heng did not definitely propose a theoretical model like Ptolemy's earth-centered one. It is astonishing that the celestial model Zhang Heng constructed was almost a physical model of Ptolemy's earth-centered theory. Only a single step separates the celestial globe from the earth-centered theory, but Chinese astronomers never took that step. : Here we can see how important the exemplary function of the primitive scientific structure is. In order to use the Euclidean system of geometry as a model for the development of astronomical theory, Ptolemy first had to select hypotheses which could serve as axioms. He naturally regarded circular motion as fundamental and then used the circular motion of deferents and epicycles in his earth-centered theory. Although Zhang Heng understood that the sun, moon and planets move in circles, he lacked a model for a logically structured theory and so could not establish a corresponding astronomical theory. Chinese astronomy was most interested in extracting the algebraic features of planetary motion (that is, the length of the cyclic periods) to establish astronomical theories. Thus astronomy was reduced to arithmetic operations, extracting common multiples and divisors from the observed cyclic motions of the heavenly bodies. ### Poetic literature Zhang's poetry was widely read during his life and after his death. In addition to the compilation of Xiao Tong mentioned above, the Eastern Wu official Xue Zong (d. 237) wrote commentary on Zhang's poems "Dongjing fu" and "Xijing fu". The influential poet Tao Qian wrote that he admired the poetry of Zhang Heng for its "curbing extravagant diction and aiming at simplicity", in regards to perceived tranquility and rectitude correlating with the simple but effective language of the poet. Tao wrote that both Zhang Heng and Cai Yong "avoided inflated language, aiming chiefly at simplicity", and adding that their "compositions begin by giving free expression to their fancies but end on a note of quiet, serving admirably to restrain undisciplined and passionate nature". ### Posthumous honors Zhang was given great honors in life and in death. The philosopher and poet Fu Xuan (217–278) of the Wei and Jin dynasties once lamented in an essay over the fact that Zhang Heng was never placed in the Ministry of Works. Writing highly of Zhang and the 3rd-century mechanical engineer Ma Jun, Fu Xuan wrote, "Neither of them was ever an official of the Ministry of Works, and their ingenuity did not benefit the world. When (authorities) employ personnel with no regard to special talent, and having heard of genius neglect even to test it—is this not hateful and disastrous?" In honor of Zhang's achievements in science and technology, his friend Cui Ziyu (Cui Yuan) wrote a memorial inscription on his burial stele, which has been preserved in the Guwen yuan. Cui stated, "[Zhang Heng's] mathematical computations exhausted (the riddles of) the heavens and the earth. His inventions were comparable even to those of the Author of Change. The excellence of his talent and the splendour of his art were one with those of the gods." The minor official Xiahou Zhan (243–291) of the Wei dynasty made an inscription for his own commemorative stele to be placed at Zhang Heng's tomb. It read: "Ever since gentlemen have composed literary texts, none has been as skillful as the Master [Zhang Heng] in choosing his words well ... if only the dead could rise, oh I could then turn to him for a teacher!" Several things have been named after Zhang in modern times, including the lunar crater Chang Heng, the asteroid 1802 Zhang Heng, and the mineral zhanghengite. In 2018, China launched a research satellite called China Seismo-Electromagnetic Satellite (CSES) which is also named Zhangheng-1 (ZH-1). ## See also - Han poetry - Fu (poetry) - Return to the Field - Yu Xi
17,670,890
New York State Route 373
1,137,340,918
State highway in Essex County, New York, US
[ "State highways in New York (state)", "Transportation in Essex County, New York" ]
New York State Route 373 (NY 373) is a short state highway in Essex County, New York, within Adirondack Park. It begins at U.S. Route 9 (US 9) and proceeds eastward, ending at a ferry landing on Lake Champlain. It intersects two county routes, several local roads, and a reference route—NY 912T—which connects it with US 9. NY 373 is the only connector between US 9 and the hamlet of Port Kent and the ferry that serves it. The hamlet of Port Kent and the connecting road were originally built in 1823. The village was planned to act as a source of labor for iron manufacturing and to provide for the industrial needs of Essex County. The hamlet grew and eventually became connected to Burlington, Vermont, via an hour-long ferry across Lake Champlain. The road that accessed Port Kent originally began in Keeseville, but became part of the longer Port Kent and Hopkinton Turnpike in the 1830s. The highway that is now NY 373 was also designated as part of the Theodore Roosevelt International Highway in 1919. When NY 373 was designated in 1930, a small portion of it was maintained by the town of Chesterfield. This section was turned over to the State of New York during a maintenance swap with Essex County in 1985. ## Route description NY 373, located entirely within Adirondack Park, begins at US 9 at the Ausable Chasm, a deep, wooded canyon in the town of Chesterfield. The route intersects with NY 912T, its southern connector to US 9, about 0.1 miles (160 m) in. NY 373 continues farther along and intersects with County Route 71 (CR 71) before heading east-southeast just north of the Ausable River. The highway then intersects CR 17 and several local roads, and then turns east-northeast. The route then passes south of a golf course and enters Port Kent, where it intersects with more local streets, most of which serve homes and businesses. The highway turns northward soon afterward, crosses a pair of train tracks maintained by Canadian Pacific Railway and the Port Kent Amtrak station, makes a U-turn and comes to an end at the Burlington–Port Kent Ferry landing. The Burlington–Port Kent Ferry connects NY 373 and the hamlet of Port Kent to the city of Burlington, Vermont. This, one of three ferries to cross Lake Champlain, is the longest as it crosses the widest part of the lake. It is maintained by the Lake Champlain Transportation Company, and is open all seasons except winter. ## History ### Port Kent and the early highway to Keeseville In 1823, a company was funded to establish a settlement and fishing wharf opposite the city of Burlington, Vermont on Lake Champlain in order to assist in the growth of iron factories and to supply dormant energy to the Essex County area. The newly founded company chose the name "Port Kent" and located the new hamlet on a site north of Trembleau Point. The original alignment of what is now NY 373 began as a wide road that was built to access Port Kent from the nearby village of Keeseville. NY 373 exists entirely within the boundaries of Adirondack Park, a protected area maintained by the State of New York. Adirondack Park was created in the 1880s after concerns arose about logging trees in the area. The logging was a substantial part of New York's economy, but protests were lodged by The New York Times and others against the clearing of entire mountains and wilderness areas of trees. Public opinion turned firmly against the loggers by the 1880s, and the park was created in 1885. It was the first State Forest Preserve in America. The park was further protected in 1894 when a clause was added to the New York Constitution which banned the selling of timber from state parks. ### Old roads and designation On April 16, 1827, a team of three surveyors were commissioned to determine a routing for a new highway leading from Hopkinton, a town in northeastern St. Lawrence County, to Lake Champlain. The task took 26 days, after which it was determined that the highway would meet Lake Champlain at Fort Kent. An act authorizing the construction of the highway was passed by the New York State Legislature on April 18, 1829. A total of approximately \$38,500 (equivalent to \$ in 2023) was devoted to the project by the state of New York through the same act. The 75-mile (121 km) highway opened in 1833 as a toll road named the Port Kent and Hopkinton Turnpike. The turnpike had only one toll gate, located near the center of the route. Two years later, the turnpike commissioners petitioned to the state of New York, asking for permission to replace the single gate with two gates at opposite ends of the turnpike that would collect half of the toll amount. The commissioners believed that the change in the toll gate locations would result in higher revenue, allowing them to continue maintaining the highway. The change was approved; however, the toll road was dissolved anyway three years later on March 30, 1838. At that time, maintenance of the Port Kent–Hopkinton highway was transferred to the towns through which it ran. The Theodore Roosevelt International Highway, a transcontinental auto trail extending from Portland, Oregon, to Portland, Maine, was established in 1919. In eastern New York, the highway went through Keeseville, Ausable Chasm, and Fort Kent along what used to be the Port Kent and Hopkinton Turnpike before entering Vermont by way of the Burlington–Port Kent Ferry across Lake Champlain. The state of New York assumed maintenance of most of the Ausable Chasm–Port Kent roadway at some point after 1920. In the 1930 renumbering of state highways in New York, the entirety of the highway from Ausable Chasm to the Port Kent ferry landing was designated as NY 373, despite the fact that the small portion of the route east of Lake Street in Port Kent was not maintained by the state at the time. On April 1, 1985, ownership and maintenance of NY 373 east of Lake Street was transferred from the town of Chesterfield to the state of New York as part of a highway maintenance swap between the state and Essex County. ## Major intersections ## See also
851,904
Ai-Khanoum
1,170,899,170
Ruined Hellenistic city in Afghanistan
[ "280s BC establishments", "Bactrian and Indian Hellenistic colonies", "Bactrian and Indian Hellenistic period", "Cities founded by Alexander the Great", "Cities in Central Asia", "Former populated places in Afghanistan", "Hellenistic sites in Afghanistan", "Populated places along the Silk Road", "Populated places disestablished in the 2nd century BC", "Populated places established in the 3rd century BC", "Seleucid colonies", "Takhar Province" ]
Ai-Khanoum (/aɪ ˈhɑːnjuːm/, meaning Lady Moon; Uzbek Latin: Oyxonim) is the archaeological site of a Hellenistic city in Takhar Province, Afghanistan. The city, whose original name is unknown, was likely founded by an early ruler of the Seleucid Empire and served as a military and economic centre for the rulers of the Greco-Bactrian Kingdom until its destruction c. 145 BC. Rediscovered in 1961, the ruins of the city were excavated by a French team of archaeologists until the outbreak of conflict in Afghanistan in the late 1970s. The city was probably founded between 300 and 285 BC by an official acting on the orders of Seleucus I Nicator or his son Antiochus I Soter, the first two rulers of the Seleucid dynasty. There is a possibility that the site was known to the earlier Achaemenid Empire, who established a small fort nearby. Ai-Khanoum was originally thought to have been a foundation of Alexander the Great, perhaps as Alexandria Oxiana, but this theory is now considered unlikely. Located at the confluence of the Amu Darya ( Oxus) and Kokcha rivers, surrounded by well-irrigated farmland, the city itself was divided between a lower town and a 60-metre-high (200 ft) acropolis. Although not situated on a major trade route, Ai-Khanoum controlled access to both mining in the Hindu Kush and strategically important choke points. Extensive fortifications, which were continually maintained and improved, surrounded the city. Ai-Khanoum, which may have initially grown in population because of royal patronage and the presence of a mint in the city, lost some importance through the secession of the Greco-Bactrians under Diodotus I (c. 250 BC). Seleucid construction programmes were halted and the city probably became primarily military in function; it may have been a conflict zone during the invasion of Antiochus III (c. 209 – c. 205 BC). Ai-Khanoum began to grow once more under Euthydemus I and his successor Demetrius I, who began to assert control over the northwest Indian subcontinent. Many of the present ruins date from the time of Eucratides I, who substantially redeveloped the city and who may have renamed it Eucratideia, after himself. Soon after his death c. 145 BC, the Greco-Bactrian kingdom collapsed—Ai-Khanoum was captured by Saka invaders and was generally abandoned, although parts of the city were sporadically occupied until the 2nd century AD. Hellenistic culture in the region would persist longer only in the Indo-Greek kingdoms. While on a hunting trip in 1961, the King of Afghanistan, Mohammed Zahir Shah, rediscovered the city. An archaeological delegation, led by Paul Bernard, unearthed the remains of a huge palace in the lower town, along with a large gymnasium, a theatre capable of holding 6,000 spectators, an arsenal, and two sanctuaries. Several inscriptions were found, along with coins, artefacts, and ceramics. The onset of the Soviet-Afghan War in the late 1970s halted scholarly progress and during the following conflicts in Afghanistan, the site was extensively looted. ## History ### Ancient The precise date of Ai-Khanoum's founding is unknown. The northernmost outpost of the Indus Valley Civilization had been established at Shortugai, around 20 kilometres (12 mi) north of Ai-Khanoum, during the late third millennium BC. Shortugai, which existed for several centuries, traded with its southern neighbours and constructed the first irrigation systems in the area. A thousand years later, the area fell under the control of the Persian Achaemenids, who established a satrapy (administrative province) centred on Bactra (present-day Balkh) and expanded eastwards by conquering the Indus Valley. To assert control over the local region, they founded a fort named Kohna Qala on a ford of the Oxus, around 1.5 kilometres (0.93 mi) north of the later city. Although scholars have speculated that a small Achaemenid garrison may have been placed at the confluence, there is no consensus that a settlement was established at Ai-Khanoum prior to the arrival of the Greco-Macedonians under Alexander the Great c. 328 BC. Historians have disputed who ordered the transformation of this small settlement into the major city it became. Initially, Ai-Khanoum was identified as Alexandria Oxiana, one of the cities founded by Alexander. There are considerable difficulties with identifying these cities, as the sources disagree; and the authors may have inadvertently referred to the same Alexandria as being at two different cities. As well as Ai-Khanoum, Alexandria Oxiana has been variously interpreted as being Alexandria in Sogdiana, Alexandria near Bactra, or as Termez. As there is a lack of distinct identifying features (such as artwork, sculpture, or inscriptions) associating Alexander with the city, it remains unlikely that he did more than replace an Achaemenid garrison on the site, if it existed, with a Greek one. Based on ceramic data gathered at the site, it is likely that Ai-Khanoum was expanded in stages. The first stage would have begun under one of the first rulers of the Seleucid Empire – either the empire's founder Seleucus I Nicator or his son and successor Antiochus I Soter. Seleucus established a cohesive Central Asian policy, which "went beyond the limited, ad hoc military and political aims of Alexander", according to historian Frank Holt. After the Seleucid–Mauryan war, Seleucus ceded the Indus Valley to Chandragupta Maurya, in return for a pact of friendship and 500 war elephants; he thus sought the sustained economic and military development of Bactria, which was now the headquarters of the Seleucids in the East. Antiochus, who had a personal connection to the region through his mother, Apama, the daughter of the Sogdian warlord Spitamenes, continued the policies of his father. Several of Ai-Khanoum's key buildings, including the heroön (hero's shrine), the northern fortifications, and a shrine, were constructed under his reign. It is likely that a mint was opened in Ai-Khanoum in around 285 BC, both because of the metal deposits near the city and a growing Seleucid interest in eastern Bactria, which suggests that this mint spurred the growth of the city as a royal foundation. Around one-third of the bronze coins found in the city were issued in the period following Antiochus' accession in 281 BC, an indication that he continued to spend money on the city. Under his successor Antiochus II, who came to the throne in 261 BC, the mint continued to strike valuable coins and the ramparts were bolstered with a buttress and brick linings. The city's development was greatly slowed when Diodotus I, governor of the eastern provinces, seceded from the Seleucids and founded the Greco-Bactrian Kingdom. Although Ai-Khanoum's temple and sanctuary were reconstructed under Diodotus, possibly to enhance religious legitimacy, most Seleucid construction programmes were not continued. Bertille Lyonnet theorises that during this time Ai-Khanoum was merely "a military stronghold with administrative functions". The Seleucid emperor Antiochus III invaded the Greco-Bactrian Kingdom in 209 BC, defeating its ruler Euthydemus I at the Battle of the Arius and unsuccessfully besieging Bactra, Euthydemus' capital. Although there is no evidence that Ai-Khanoum was itself attacked by the invaders, Antiochus may have conducted operations near the city, or even minted his currency there. He may have also brought new settlers to the region. The later conquests of Euthydemus and his successor Demetrius I were also beneficial for the city, as the population increased and many public buildings were reconstructed. The improvement in the city's fortunes can be seen through innovations in the manufacturing and sophistication of pottery—Achaemenid styles were replaced with more varied shapes, some of which were reminiscent of Megarian bowls. The city's zenith came during the rule of Eucratides I in the mid-second century BC, who probably made it his capital, naming it Eucratideia. During his reign, the palace and gymnasium were constructed, the main sanctuary and heroön were rebuilt, and the theatre was certainly active. He probably sponsored Mediterranean artists to place himself on a par with other major Hellenistic kings, the status of his capital city thus being comparable to that of Alexandria, Antioch, or Pergamum. The treasury was found to house substantial quantities of the loot from his campaigns in India against the Indo-Greek King Menander. It is likely that Ai-Khanoum was already under attack by nomadic tribes when Eucratides was assassinated in around 144 BC. This invasion was probably carried out by Saka tribes driven south by the Yuezhi peoples, who in turn formed a second wave of invaders, in around 130 BC. The treasury complex shows signs of having been plundered in two assaults, fifteen years apart. Although the first assault led to the end of Hellenistic rule in the city, Ai-Khanoum continued to be inhabited; it remains unknown whether this reoccupation was effected by Greco-Bactrian survivors or nomadic invaders. During this time, public buildings such as the palace and sanctuary were repurposed as residential dwellings and the city maintained some semblance of normality: some sort of authority, possibly cultish in origin, encouraged the inhabitants to reuse the raw building materials now freely available in the city for their own ends, whether for construction or trade. A silver ingot engraved with runic letters and buried in a treasury room provides support for the theory that the Saka occupied the city, with tombs containing typical nomadic grave goods also being dug into the acropolis and the gymnasium. The reoccupation of the city was soon terminated by a huge fire. It is unknown when the final occupants of Ai-Khanoum abandoned the city. The final signs of any habitation date from the 2nd century AD; by this time, more than 2.5 metres (8.2 ft) of earth had accumulated in the palace. ### Modern In March 1838, a British soldier-explorer named John Wood was travelling in Badakshan as a representative of the East India Company. He was informed by his guides of the existence of an ancient city in the area, which the natives called Babarrah. All his inquiries were rebuffed by the local inhabitants and the chance of rediscovery was lost, as Wood wrote in an account: > The appearance of the place, however, does indicate the truth of [Tajik] tradition, that an ancient city once stood here. On the site of the town was an Uzbek encampment; but from its inmates, we could glean no information, and to all our inquiries about coins and relics, they only vouchsafed a vacant stare or an idiotic laugh. In 1961, the King of Afghanistan, Mohammed Zahir Shah, was on a hunting expedition when he noticed the still-visible outline of the city from a hillside. He called in the French Archaeological Delegation in Afghanistan (DAFA), who had been excavating sites in the country since 1923. The excavation was led first by Daniel Schlumberger and then by Paul Bernard. As the city had never been resettled after its abandonment, the ruins lay close to the surface and were easy to excavate. At other sites in the region, successive generations built upon the foundations of their predecessors, leaving the Hellenistic construction layer as much as 15 metres (49 ft) below the ground. Nevertheless, the excavation of Ai-Khanoum proved problematic and complex. The city's immense size meant that DAFA's small team had to focus their attention on key areas, especially when the French Ministry for Europe and Foreign Affairs decreased its funding in the mid-1970s. The inaccessibility of the city's acropolis and the roughness of its terrain meant that any excavation there was much more difficult than on the lower level, leading to it being studied much less than the lower city. Despite these and other constraints, DAFA did not compromise on scientific rigour or procedure. In 1974, the remit of the mission was expanded to include paleogeographical and archaeological surveys of the surrounding areas; building upon these successful surveys, further fieldwork was also planned. All archaeological work was stopped in 1978, when the Saur Revolution sparked the Soviet-Afghan War and triggered the still-ongoing political instability in Afghanistan. During the warfare, the site was comprehensively looted and several important artefacts were sold on the antiquities market to private collectors. The systematic looting of the northern part of the lower city appears to have been carried out through the digging of hundreds of holes. Although this suggests that the looters expected to find artefacts in an area DAFA had not excavated, the archaeological integrity of the site has been compromised. Although similar holes were found in the gymnasium complex, the palace complex perhaps suffered the greatest damage: the walls were used as a quarry for building materials (in some places even the deepest foundations were gutted), while the small quantities of limestone at the site, primarily found as decoration or capitals, were consumed in lime kilns. The Northern Alliance built a gun battery atop the acropolis, further destabilizing the site. ## Site ### Location and layout The city of Ai-Khanoum was founded at the southwest corner of a plain in the region of Bactria, at the confluence of the Oxus (modern Amu Darya) and Kokcha rivers. The plain, which covered an area of around 300 square kilometres (74,000 acres), was triangular, being bounded by the rivers on two sides and the mountains of the eastern Hindu Kush on the third. The loess soil of the plain was naturally suitable for agriculture; the proximity to the rivers allowed for the construction of irrigation canals; and the nearby highlands provided herders with large areas of summer pasturage. The area was also rich in minerals: mines on the upper Kokcha in Badakshan were the only sources of lapis lazuli in the world, as well as producing copper, iron, lead, and rubies. The city was 10 kilometres (6.2 mi) downstream from the confluence of the Oxus and Qizilsu, a tributary whose valley provided access to the mineral-rich Western Pamirs and Chinese Turkestan, but also formed a natural corridor for any potential northern invaders. Ai-Khanoum therefore served as a strategically important bulwark, despite not controlling a major crossing of the Oxus or any other large trade route. Reflecting the city's strategic importance, its founders built Ai-Khanoum to a high defensive standard. To the south and west lay the Kokcha and Oxus, respectively – both riverbanks were steep cliffs more than 20 metres (66 ft) high, which presented a challenge to any amphibious assault. Meanwhile, any eastward approach was protected by a natural acropolis, around 60 metres (200 ft) in height, which stretched about 2 kilometres (1.2 mi) north from the Kokcha. This plateau also included a small citadel at its southeast corner – protected by the 80-metre (260 ft)-high cliffs on two sides and a small moat on the third, this 150 by 100 metres (490 by 330 ft) fort served as the defensive headquarters of Ai-Khanoum. These natural defences were reinforced by walls that completely enclosed Ai-Khanoum's city and acropolis. The northern ramparts, which were not assisted by any natural features, were built to be particularly strong: the 10-metre (33 ft)-high and 6-metre (20 ft)-thick walls were built out of solid mud bricks and protected by large towers and a steep ditch. The size of these ramparts allowed a few defending soldiers to nullify siege engines and engage an attacking force with minimal casualties; the large scale also reflects the low confidence of the Greek architects in the strength of mud-brick walls. The main gate of the city was set in the northern rampart, which also guarded the canal that supplied water to the city's centre. From the main gate, a street ran southwards in a straight line along the base of the acropolis and continued through the lower city to the southern riverbank – a distance of about 1.5 kilometres (0.93 mi). Apart from the southern zone, which housed large dwellings organised in three blocks, the lower town was unplanned; this distinguishes Ai-Khanoum from other Hellenistic foundations of the Near East, such as Seleucia on the Tigris, which tended to be built according to the Hippodamian grid plan. It was also the subject of a major redevelopment during the early second century BC, which resulted in slight disunity of the orientations of some major buildings (the palace, for example, is at an angle to the older main street). Ai-Khanoum was built predominantly using unbaked bricks, with baked bricks and stone used much less often. ### Palace complex The palace complex was large, measuring about 350 by 250 metres (1,150 by 820 ft) and occupying around a third of the lower town. The size and intricacy of the complex, which was built on the order of Eucratides I, would have served as a demonstration of the ruler's power and wealth; Bernard commented that it "simultaneously served three functions: it was a state structure, a residence, and a treasury". A huge plaza, 27,000 square metres (6.7 acres) in area, lay to the south of the palace and may have been used for military parades, drills, or simply as garrison quarters. The palace itself was accessed through a gateway known as the Main Propylaea, which opened on the west side of the main street; the propylaea itself had been built by an earlier ruler and was reconstructed under Eucratides. Encompassing a wide portico in between two adjoining porches, the roof of the structure was noted for its palmette antefixes. It allowed access to a curved road that ran towards the palace's courtyard. This rectangular courtyard, which measured 137 by 108 metres (449 by 354 ft) and served as the main entrance to the palace, was entered from the curved road through another propylaeum. The courtyard was bordered by 118 Corinthian columns. The columns of the north, east, and west colonnades were 5.7 metres (19 ft) high, while those of the south colonnade were almost 10 metres (33 ft) tall, forming a Rhodian peristyle. The palace was entered through a hypostyle behind the southern portico; this vestibule, similar in style to a Persian iwan, was supported by eighteen columns, ornamented slightly differently from those in the courtyard. On the southern side of the hypostyle, a door opened onto a large reception room ornamented with decorations including wooden sconces, painted protomes of lions, and geometrical art; this room was probably enclosed, as it had no drainage system, and it allowed access to the other areas of the palace through doors on every side. The palace was divided into three zones, each serving different functions and linked by a network of courtyards and long corridors, which were carefully placed, allowing both seclusion and easy access for royalty and highly ranked officials. South of the reception area lay a suite of rooms that would have served as the administrative quarters, consisting of a quadrangular block of two pairs of units separated from each other by corridors meeting at right angles; the eastern pair were used as audience halls, while the western pair possibly functioned as chancelleries. The entrances to the chambers from the encircling corridors were offset, meaning that, in theory, two separate groups could have entered the complex, been allowed an audience, received a decision, and left, without seeing each other. West of the administrative quarter, on the southwestern side of the palace, lay two units that were identified, by the presence of bathrooms, as residential in purpose. In layout, the structures were similar to other residences excavated in the city, with a small courtyard to the north and living quarters to the south. The larger of the units, which contained other features such as a small iwan behind the courtyard, lay to the west and was separated from its smaller neighbour by an isolating corridor. The three-room bathrooms lay to the rear of the units and were tiled with limestone slabs and pebble mosaics of palmettes and marine animals, continuing an existing tradition of Hellenistic art. Based on the more private nature of the western unit, scholars have speculated that it was intended for the sovereign's family, as contrasted with the eastern unit, which was probably intended for the monarch himself and his intimate companions. North of the residential units lay a small courtyard, which was connected to a small library in the treasury. #### Treasury The treasury building, on the western side of the palace courtyard, from which it could be entered, constituted the third zone. This building was of late construction, as the treasury itself was likely previously located in buildings east of the courtyard. In its latest form, the treasury building was composed of twenty-one rooms grouped around a square courtyard of approximately 30 metres (98 ft) on a side. The thirteen rooms on the southern, eastern, and western sides opened directly onto this courtyard, while the eight storage rooms to the north were accessed from doors on an east–west corridor. The complex housed the inventory of the palace in vases labelled in Greek, including gemstones and lapis lazuli from the Badakshan mines, ivory, olive oil, incense, a cash reserve, and other valuables. Many of the vase labels, which were either written with ink or inscribed post-firing, describe monetary transactions: for example, one attests that an official named Zenon had transferred 500 drachmas to two employees named Oxèboakès and Oxybazos, who were responsible for depositing the sum in the vase and sealing it. Some of the other vases indicate transportation of luxury goods, such as incense from the Middle East, or olive oil from the Mediterranean. Because of the perishable nature of the oil inside it, one of these vases is inscribed with the regnal year of the monarch (Year 24). Combined with other inscriptions in the treasury and the identification of the ruling monarch as Eucratides I, the date of Ai-Khanoum's fall has been dated with fair certainty to around 145 BC. Several items in the treasury are likely to have been loot brought back by Eucratides from his Indian conquests: these include Indian agates and jewellery, offerings from Buddhist stupas, and a disc of mother-of-pearl plates depicting a scene from Hindu mythology. This disc, which was decorated with polychrome glass paste and gold thread, most probably represents the meeting of Dushyanta and Shakuntala. The library was located at the south of the treasury near the residential quarters. Its function was identified through the discovery of two literary fragments, one on papyrus and the other on parchment; the organic writing material had decomposed, but through a process similar to decalcomania, the letters had been engraved on fine earth formed from mudbrick decomposition. The parchment constituted an unknown theatrical work, most probably a trimetrical tragedy, possibly involving Dionysus, a figure known for travelling to India and the East. On the other hand, the papyrus was a philosophical dialogue discussing the theory of forms of Plato, which some have considered a lost work by Aristotle. It is also possible, conversely, that the text was written by a Greco-Bactrian philosopher in Ai-Khanoum. ### Private housing A residential zone was situated in the area south of the palatial complex. This consisted of rows of blocks of large aristocratic houses, separated by streets at right angles to the main north–south road. The DAFA archaeologists chose to excavate a house near the end of the fourth row from the palace, close to the confluence of the two rivers. This house, 66 by 35 metres (217 by 115 ft) in area, showed evidence of three older architectural stages dating back half a century to c. 200 BC; it consisted of a large courtyard to the north and the main building to the south, separated by a large porch with two columns. The main building comprised a central reception room, encircled by a corridor which provided access to the bath complex, kitchen, and other rooms. Another house, located 150 metres (490 ft) outside the northern rampart, was partially excavated in 1973; the archaeologists were only able to study the central part of the main building and part of the western side in detail. This extramural dwelling was much larger than the one inside the city, covering an area of 108 by 72 metres (354 by 236 ft). With a large courtyard to the north and buildings to the south, it had a similar layout to the urban house, although its main building was divided by an east–west corridor into two halves—the northern section formed the living quarters, with a central reception room, while the southern section included the service quarters and bath complex. Fragments of columns found at the site indicate a height of nearly 8 metres (26 ft). As the large dwellings at Ai-Khanoum, including those in the palace, have little in common with the traditional Greek oikos, scholars have theorised as to their origin. The prevailing hypothesis suggests an Iranian origin, similar styles being visible at Parthian Nisa and Dilberjin Tepe under the Kushan Empire. The city also contained other types of housing, including smaller houses for people of lower status. ### Religious structures The excavators discovered three temples at Ai-Khanoum—a large sanctuary on the main street near the palace, a smaller temple in a similar style outside the northern wall, and an open-air podium on the acropolis. The large sanctuary, often called the Temple with Indented Niches, was located prominently in the lower city, between the main street and the palace, and it consisted of a square edifice upon a 1.5-metre (4.9 ft)-high podium, surrounded by an open area. It was constructed by the early Diodotids on the site of a very early Seleucid structure, which had been established shortly after the city's foundation. The eponymous indented niches were situated on the 6-metre (20 ft)-high temple walls—one was on each side of the front entrance, while each of the other sides was sculpted with four more. The courtyard was enclosed on three sides by buildings. To the southwest, there was a wooden colonnade with Oriental pedestals; to the southeast was a series of small rooms and porticoes adjoining a porch with columns of the distyle in antis style, which formed the entrance from the main street; and an altar was situated in the northeast wall. From the beginning of the excavation, the Persian and Achaemenid elements of the temple's architecture were remarked upon. The identifying "indented niches", along with the building's three-stepped platform, were common features of Mesopotamian architecture and successor styles. Many artefacts were found at the temple, including libation vessels (common to both Greek and Central Asian religious practices), ivory furniture and figurines, terracottas, and a singular medallion (pictured). This disc, which depicts the Greek goddess Cybele accompanied by Nike in a chariot drawn by lions, was described as "remarkable" by the Metropolitan Museum of Art on account of its "hybrid Greek and Oriental imagery". Made of silver, the disk combines components of Greek culture, such as the chlamys all the deities wear, with Oriental design motifs such as the fixed pose of the figures and the crescent moon. The small fragments that remain of the cult statue, which would have stood at the centre of the temple, show that it was sculpted according to the Greek tradition; a small portion of the left foot has survived and displays a thunderbolt, a common motif of Zeus. Based on the apparent dissonance between the Greek statue and the Oriental temple it was located in, scholars have posited the syncretism of Zeus and a Bactrian deity such as Ahura Mazda, Mithra, or a deity representing the Oxus. The thunderbolt has also been used as an attribute for the goddesses Artemis, Athena, or even Cybele; it could even be purely symbolic. The DAFA archaeologists were only able to perform superficial studies of the other two religious structures. The temple outside the northern wall, which had succeeded a simpler and smaller structure on the site, somewhat resembled the grand central sanctuary in architecture with niches in the walls, but featured, instead of a cult image, three chapels for worship. The podium on the acropolis was oriented towards the east, provoking suggestions that it was used as a sacrificial platform for worship of the rising sun, as similar platforms have been found in the region. As the acropolis was primarily military, with only a few small residences, scholars have suggested that it was used as a ghetto quarter for native Bactrian soldiers; the validity of this segregationary hypothesis continues to be debated. #### Heroön of Kineas One of the most-studied monuments in the city is a small heroön, located just north of the palace in the lower town. This shrine, which was constructed on a three-stepped platform, consisted of a distyle in antis pronaos and a narrow cella. Four coffins—two wooden and two stone—were found underneath the platform. Burials were generally not allowed within the walls of Greek cities—hence Ai-Khanoum's necropolis being located outside the northern ramparts—but special exemptions were made for prominent citizens, especially city founders. Since the shrine predated every other structure in the lower city, it reasonably may be supposed that the person the heroön was built to honour was either the city's founder or an extremely notable early citizen. The most prominent of the coffins, which was also the earliest, was linked to the upper temple by an opening and conduit down which offerings could be poured. As the builders had not endowed any of the other sarcophagi with such a feature, this coffin would likely have housed the remains of that eminent citizen, while the others were reserved for family members. The general scholarly consensus is thus that this man, known from an inscription to have been named Kineas, was the Seleucid epistates or oikistes who governed the first settlers of Ai-Khanoum. The archaeologists unearthed the base of a stele placed in a prominent position in the pronaos. Engraved upon it were the last five lines of a series of maxims, originally displayed at the Temple of Apollo in Delphi—only small and barely legible fragments of the upright portion of the stele, which would have been inscribed with the first 145 maxims, survive. An epigram was inscribed adjacent to the maxims, commemorating a man named Klearchos, who had copied the maxims from the Delphic sanctuary: In 1968, Louis Robert, a French historian, proposed that the Klearchos named in the inscription was the philosopher Clearchus of Soli. This identification was founded on the fact that the philosopher Clearchus had written extensively on the morals and cultures of barbarian and Oriental cultures. Robert proposed that on a journey to research his literary subjects in more detail, Clearchus had stopped at Ai-Khanoum and set up his stele there. This theory was accepted as fact, and was often cited as an example of the purely Greek nature of Ai-Khanoum and of the interconnected nature of the Hellenistic world. Later historians have dismissed Robert's hypothesis: Jeffrey Lerner noted that there is no evidence to support the assumption that Clearchus travelled to the eastern regions for research, as opposed to simply using a reference source; following Lerner, Rachel Mairs observed, knowing the philosopher's approximate date of death, that the placement of the stele in the sanctuary would have been a generation after the presumed journey; Shane Wallace, meanwhile, has noted that Klearchus was not an uncommon name and thus Robert's identification was improbable at best. All three propose instead that this Klearchus was a resident of Ai-Khanoum. Despite the refutation of Robert's theory, the stele still maintains its importance in modern analyses. The text of the epigram is poetic in its composition and vocabulary, echoing well-known Greek works such as Homer's Odyssey, Pindar's odes, and possibly even Apollonius' Argonautica. Mairs and Wallace have attributed the inscription and placing of the stele to "the first Bactrian-born generation" in the middle or late second century BC; they propose that this generation sought to define themselves as part of the wider Greek world by giving Ai-Khanoum legitimacy in the eyes of Delphi, itself a symbol of Hellenic unity. The poem also shares thematic elements with the Buddhist Edicts of Ashoka (inscribed in 260–232 BC); and Valeri Yailenko has proposed that it may have inspired them, suggesting a contribution of Hellenistic philosophy to the development of Buddhist moral precepts. ### Other buildings A gymnasium was located along the western ramparts. In its final architectural phase, it covered an area of 390 by 100 metres (1,280 by 330 ft), divided between a southern courtyard and a northern complex, and was accessible from both the palace district and a street running behind the riverside fortifications. There were three doors allowing entrance from the courtyard to a corridor which encircled the main complex. This comprised long rectangular rooms surrounding a square central courtyard, entered through four exedrae, one on each side; the exedra on the northern side contained a small plinth bearing an inscribed dedication and a statue. The inscription was addressed to Hermes and Heracles, the two patron deities of the Greek gymnasium, by two brothers named Triballos and Straton, on behalf of their father, also named Straton; it is probable that the elder Straton was represented by the 77 centimetres (30 in) statue. The arsenal, which was not fully excavated, was on the eastern side of the southern main street, against the base of the acropolis. Substantial quantities of slag found in the building's courtyard suggest that the building housed the workshops of blacksmiths. Although the recovered weapons were diverse, they were few in number, leading to speculation that the main army was in the field when the city was taken; this theory was supported by brick blockages in the arsenal's passages, suggesting a limited number of defenders. Of the pieces found, which included arrowheads, spears, javelins, a caltrop intended to stop mounted animals, and uniform ornaments, the most interest was paid to iron cataphract armour—the earliest example yet found. The theatre was also built into the side of the acropolis, on the northern part of the main street. Seating between five and six thousand spectators—considerably more than would have lived in the city—it was 85 metres (279 ft) in diameter and contained three loggia, just below the diazoma, which were probably used for dignitaries. It is clear that the audience was expected to come from the surrounding districts as well as the city, possibly for religious festivals. The excavators found the bones of around 120 individuals in the orchestra, probably dating from the fall of the city in 145 BC. ## Significance ### Coinage The excavations of Ai-Khanoum yielded three hoards of Hellenistic coins, along with 274 stray coins, of which 224 were legible. The first hoard was found in a small room in the administrative section of the palace complex in 1970. It contained 677 punch-marked coins and six silver drachmas all bearing the name of Agathocles of Bactria. The latter six coins are inscribed with the Greek and Brahmi scripts on either side, and are significant in their own right as "the earliest unambiguous images" of the Vrsni Viras. The figures on the coins can be definitively identified through their iconography: on the Greek side is Balarama, possibly as Sankarshana, holding his customary plough and a club, while the Brahmi side displays Vāsudeva with his Sudarshana Chakra and a conch shell. The coins indicate that the cult of the Vrsni Viras had spread far from their Mathuran homeland and that they had retained enough importance to be recognised with royal patronage; further, as the Greek obverse would have been superior to the Brahmi reverse, the coins show that Balarama was considered senior to Vāsudeva, in accordance with the traditional lineage system. The second hoard was found three years later, in the kitchen of the extramural residence. This hoard consisted of 63 silver tetradrachms, of which 49 were Greco-Bactrian; a majority of these were dedicated to Euthydemus I, while the others were dedicated to other kings. The third hoard was found during the winter of 1973–4 by an Afghan farmer near the site, and was quickly sold on the antiquities market in Kabul. Although a large portion of the hoard later passed through New York, where a member of the American Numismatic Society was able to compile an inventory, its integrity had then been lost; some coins had been removed, while others, such as a drachma of Lysias Anicetus, had been added. Only 77 of the 224 legible stray coins were Greco-Bactrian or Indo-Greek; there were also 68 stray Seleucid coins, 62 of which displayed Antiochus I. One series of Bactrian coins from the reign of Antiochus I was stamped with a triangular monogram () during the coining process. At Ai-Khanoum, bricks bearing the same mark were found in the heroön, one of the oldest structures in the city. Therefore, it is considered probable that Ai-Khanoum was the site of the primary Seleucid mint during Antiochus' coregency and early sole reign; an earlier mint, which was most likely located at Bactra but may have been elsewhere, was terminated near-simultaneously after a relatively brief period of operation. ### Wider influence Some items found at Ai-Khanoum, such as Greek olive oil in the treasury or the Mediterranean plater mouldings on Greco-Bactrian artwork, would suggest the existence of large-scale trading networks, but such findings are few, while the Indian art in the treasury seems to have simply been plunder. Historians have thus concluded that Greco-Bactria was isolated in terms of trade, but had a developed administration with a high level of economic diversity. This administration was passed on to the Yuezhi and Kushan nations, as shown by their use of Greek titles and coinage and their adaptations of the Hellenistic numerical and calendrical systems. The art historian John Boardman has also noted that Ai-Khanoum may have been one of the conduits for Greek art influencing the art of ancient India; the sculpture of the pillars of Ashoka may have been inspired by drawings of Greco-Bactrian buildings brought back to the Mauryan Empire by ambassadors. It is impossible to say whether inspiration came from Ai-Khanoum or other Hellenistic sites. The artwork of Ai-Khanoum does display innovative and original craftsmanship, such as the biggest faïence sculpture found in the Hellenistic world, which melded Oriental production techniques with Greek traditions of acrolithic statues. A statuette of Heracles found at the site displays artistic continuity with later Indo-Greek coinage, which depict Vajrapani as syncretised with the demigod and Zeus. ### Modern scholarship The discovery of Ai-Khanoum, even more than that of the nearby temple of Takht-i Sangin, was of fundamental importance to the study of the Greco-Bactrian kingdom. Before its discovery, archaeologists such as Alfred Foucher had devoted careers to trying to find any physical confirmation for the existence of Hellenistic culture in Central Asia, but had continually failed. Apart from textual fragments in classical texts and a variety of coins with Greek inscriptions found throughout the region, there was a near-complete absence of evidence to support the theory. Foucher, who had found nothing during a difficult 18-month excavation in Balkh, gradually lost all hope, famously dismissing the hypothesis as the "Greco-Bactrian mirage". The discovery of Ai-Khanoum re-energised the discipline and several Hellenistic sites have since been found throughout Central Asia. Mairs has noted that the discovery of Ai-Khanoum did represent a sort of "turning point" in the study of the Hellenistic Far East, even if the primary pre-discovery questions were still asked after the excavations had been finished. ## Notes, citations, and sources
40,131,894
The Negro Motorist Green Book
1,172,076,523
Annual guidebook for African-American roadtrippers, published 1936–1966
[ "1936 establishments in New York City", "1936 non-fiction books", "1966 disestablishments in New York (state)", "African-American cultural history", "African-American segregation in the United States", "American travel books", "Annual publications", "Publications disestablished in 1966", "Publications established in 1936", "Travel guide books" ]
The Negro Motorist Green Book (also The Negro Motorist Green-Book, The Negro Travelers' Green Book, or simply the Green Book) was an annual guidebook for African American roadtrippers. It was originated and published by African American New York City postal worker Victor Hugo Green from 1936 to 1966, during the era of Jim Crow laws, when open and often legally prescribed discrimination against African Americans especially and other non-whites was widespread. Although pervasive racial discrimination and poverty limited black car ownership, the emerging African American middle class bought automobiles as soon as they could, but faced a variety of dangers and inconveniences along the road, from refusal of food and lodging to arbitrary arrest. In response, Green wrote his guide to services and places relatively friendly to African Americans, eventually expanding its coverage from the New York area to much of North America, as well as founding a travel agency. Many black Americans took to driving, in part to avoid segregation on public transportation. As the writer George Schuyler put it in 1930, "all Negroes who can do so purchase an automobile as soon as possible in order to be free of discomfort, discrimination, segregation and insult". Black Americans employed as athletes, entertainers, and salesmen also traveled frequently for work purposes using automobiles that they owned personally. African American travelers faced hardships such as white-owned businesses refusing to serve them or repair their vehicles, being refused accommodation or food by white-owned hotels, and threats of physical violence and forcible expulsion from whites-only "sundown towns". Green founded and published the Green Book to avoid such problems, compiling resources "to give the Negro traveler information that will keep him from running into difficulties, embarrassments and to make his trip more enjoyable". The maker of a 2019 documentary film about the book offered this summary: "Everyone I was interviewing talked about the community that the Green Book created: a kind of parallel universe that was created by the book and this kind of secret road map that the Green Book outlined". From a New York-focused first edition published in 1936, Green expanded the work to cover much of North America, including most of the United States and parts of Canada, Mexico, the Caribbean, and Bermuda. The Green Book became "the bible of black travel during Jim Crow", enabling black travelers to find lodgings, businesses, and gas stations that would serve them along the road. It was little known outside the African American community. Shortly after passage of the Civil Rights Act of 1964, which outlawed the types of racial discrimination that had made the Green Book necessary, publication ceased and it fell into obscurity. There has been a revived interest in it in the early 21st century in connection with studies of black travel during the Jim Crow era. Four issues (1940, 1947, 1954, and 1963) have been republished in facsimile (as of December 2017), and have sold well. Twenty-three additional issues have now been digitized by the New York Public Library Digital Collections. ## African American travel experiences Before the legislative accomplishments of the civil rights movement, simple auto journeys for black people were fraught with difficulty and potential danger. They were subjected to racial profiling by police departments ("driving while black") and sometimes seen as "uppity" or "too prosperous" just for the act of driving, which many whites regarded as a white prerogative. They risked harassment or worse on and off the highway. A bitter commentary published in a 1947 issue of the National Association for the Advancement of Colored People's magazine, The Crisis, highlighted the uphill struggle blacks faced in recreational travel: > Would a Negro like to pursue a little happiness at a theater, a beach, pool, hotel, restaurant, on a train, plane, or ship, a golf course, summer or winter resort? Would he like to stop overnight at a tourist camp while he motors about his native land 'Seeing America First'? Well, just let him try! Thousands of communities in the US had enacted Jim Crow laws that existed after 1890; in such sundown towns, African Americans were in danger if they stayed past sunset. Such restrictions dated back to colonial times, and were found throughout the United States. After the end of legal slavery in the North and later in the South after the Civil War, most freedmen continued to live at little more than a subsistence level, but a minority of African Americans gained a measure of prosperity. They could plan leisure travel for the first time. Well-to-do blacks arranged large group excursions for as many as 2,000 people at a time, for instance traveling by rail from New Orleans to resorts along the coast of the Gulf of Mexico. In the pre-Jim Crow era this necessarily meant mingling with whites in hotels, transportation and leisure facilities. They were aided in this by the Civil Rights Act of 1875, which had made it illegal to discriminate against African Americans in public accommodations and public transportation. They encountered a white backlash, particularly in the South, where by 1877 white Democrats controlled every state government. The Act was declared unconstitutional by the Supreme Court of the United States in 1883, resulting in states and cities passing numerous segregation laws. White governments in the South required even interstate railroads to enforce their segregation laws, despite national legislation requiring equal treatment of passengers. The Supreme Court of the United States ruled in Plessy v. Ferguson (1896) that "separate but equal" accommodations were constitutional, but in practice, facilities for blacks were far from equal, generally being of lesser quality and underfunded. Blacks faced restrictions and exclusion throughout the United States: if not barred entirely from facilities, they could use them only at different times from whites or in (usually inferior) "colored sections". In 1917, black writer W. E. B. Du Bois observed that the impact of "ever-recurring race discrimination" had made it so difficult to travel to any number of destinations, from popular resorts to major cities, that it was now "a puzzling query as to what to do with vacations". It was a problem that came to affect an increasing number of black people in the first decades of the 20th century. Tens of thousands of southern African-Americans migrated from farms in the south to factories and domestic service in the north. No longer confined to living at a subsistence level, many gained disposable income and time to engage in leisure travel. The development of affordable mass-produced automobiles liberated black Americans from having to rely on the "Jim Crow cars" – smoky, battered and uncomfortable railroad carriages which were the separate but decidedly unequal alternatives to more salubrious whites-only carriages. One black magazine writer commented in 1933, in an automobile, "it's mighty good to be the skipper for a change, and pilot our craft whither and where we will. We feel like Vikings. What if our craft is blunt of nose and limited of power and our sea is macademized; it's good for the spirit to just give the old railroad Jim Crow the laugh." Middle-class blacks throughout the United States "were not at all sure how to behave or how whites would behave toward them", as Bart Landry puts it. In Cincinnati, the African American newspaper editor Wendell Dabney wrote of the situation in the 1920s that "hotels, restaurants, eating and drinking places, almost universally are closed to all people in whom the least tincture of colored blood can be detected". Areas without significant black populations outside the South often refused to accommodate them: black travelers to Salt Lake City in the 1920s were stranded without a hotel if they had to stop there overnight. Only six percent of the more than 100 motels that lined U.S. Route 66 in Albuquerque, admitted black customers. Across the whole state of New Hampshire, only three motels in 1956 served African-Americans. George Schuyler reported in 1943, "Many colored families have motored all across the United States without being able to secure overnight accommodations at a single tourist camp or hotel." He suggested that black Americans would find it easier to travel abroad than in their own country. In Chicago in 1945, St. Clair Drake and Horace Cayton reported that "the city's hotel managers, by general agreement, do not sanction the use of hotel facilities by Negroes, particularly sleeping accommodations". One incident reported by Drake and Cayton illustrated the discriminatory treatment meted out even to blacks within racially mixed groups: > Two colored schoolteachers and several white friends attended a luncheon at an exclusive coffee shop. The Negro women were allowed to sit down, but the waitress ignored them and served the white women. One of the colored women protested and was told that she could eat in the kitchen. ### Coping with discrimination on the road While automobiles made it much easier for black Americans to be independently mobile, the difficulties they faced in traveling were such that, as Lester Granger of the National Urban League puts it, "so far as travel is concerned, Negroes are America's last pioneers". Black travelers often had to carry buckets or portable toilets in the trunks of their cars because they were usually barred from bathrooms and rest areas in service stations and roadside stops. Travel essentials such as gasoline were difficult to purchase because of discrimination at gas stations. To avoid such problems on long trips, African Americans often packed meals and carried containers of gasoline in their cars. Writing of the road trips that he made as a boy in the 1950s, Courtland Milloy of the Washington Post recalled that his mother spent the evening before the trip frying chicken and boiling eggs so that his family would have something to eat along the way the next day. One black motorist observed in the early 1940s that while black travelers felt free in the mornings, by the early afternoon a "small cloud" had appeared. By the late afternoon, "it casts a shadow of apprehension on our hearts and sours us a little. 'Where', it asks us, 'will you stay tonight?'" They often had to spend hours in the evening trying to find somewhere to stay, sometimes resorting to sleeping in haylofts or in their own cars if they could not find anywhere. One alternative, if it was available, was to arrange in advance to sleep at the homes of black friends in towns or cities along their route. However, this meant detours and an abandonment of the spontaneity that for many was a key attraction of motoring. The civil rights leader John Lewis recalled how his family prepared for a trip in 1951: > There would be no restaurant for us to stop at until we were well out of the South, so we took our restaurant right in the car with us.... Stopping for gas and to use the bathroom took careful planning. Uncle Otis had made this trip before, and he knew which places along the way offered "colored" bathrooms and which were better just to pass on by. Our map was marked and our route was planned that way, by the distances between service stations where it would be safe for us to stop. Finding accommodation was one of the greatest challenges faced by black travelers. Not only did many hotels, motels, and boarding houses refuse to serve black customers, but thousands of towns across the United States declared themselves "sundown towns", which all non-whites had to leave by sunset. Huge numbers of towns across the country were effectively off-limits to African Americans. By the end of the 1960s, there were an estimated 10,000 sundown towns across the United States – including large suburbs such as Glendale, California (population 60,000 at the time); Levittown, New York (80,000); and Warren, Michigan (180,000). Over half the incorporated communities in Illinois were sundown towns. The unofficial slogan of Anna, Illinois, which had violently expelled its African American population in 1909, was "Ain't No Niggers Allowed". Even in towns which did not exclude overnight stays by blacks, accommodations were often very limited. African Americans migrating to California to find work in the early 1940s often found themselves camping by the roadside overnight for lack of any hotel accommodation along the way. They were acutely aware of the discriminatory treatment that they received. Courtland Milloy's mother, who took him and his brother on road trips when they were children, recalled: > ... after riding all day, I'd say to myself, 'Wouldn't it be nice if we could spend the night in one of those hotels?' or, 'Wouldn't it be great if we could stop for a real meal and a cup of coffee?' We'd see the little white children jumping into motel swimming pools, and you all would be in the back seat of a hot car, sweating and fighting. African American travelers faced real physical risks because of the widely differing rules of segregation that existed from place to place, and the possibility of extrajudicial violence against them. Activities that were accepted in one place could provoke violence a few miles down the road. Transgressing formal or unwritten racial codes, even inadvertently, could put travelers in considerable danger. Even driving etiquette was affected by racism; in the Mississippi Delta region, local custom prohibited blacks from overtaking whites, to prevent their raising dust from the unpaved roads to cover white-owned cars. A pattern emerged of whites purposely damaging black-owned cars to put their owners "in their place". Stopping anywhere that was not known to be safe, even to allow children in a car to relieve themselves, presented a risk; Milloy noted that his parents would urge him and his brother to control their need to use a bathroom until they could find a safe place to stop, as "those backroads were simply too dangerous for parents to stop to let their little black children pee". Racist local laws, discriminatory social codes, segregated commercial facilities, racial profiling by police, and sundown towns made road journeys a minefield of constant uncertainty and risk. Road trip narratives by blacks reflected their unease and the dangers they faced, presenting a more complex outlook from those written by whites extolling the joys of the road. Milloy recalls the menacing environment that he encountered during his childhood, in which he learned of "so many black travelers ... just not making it to their destinations". Even foreign black dignitaries were not immune to the discrimination that African American travelers routinely encountered. In one high-profile incident, Komla Agbeli Gbedemah, the finance minister of newly independent Ghana, was refused service at a Howard Johnson's restaurant at Dover, Delaware, while traveling to Washington, D.C., even after identifying himself by his state position to the restaurant staff. The snub caused an international incident, to which an embarrassed President Dwight D. Eisenhower responded by inviting Gbedemah to breakfast at the White House. Repeated and sometimes violent incidents of discrimination directed against black African diplomats, particularly on U.S. Route 40 between New York and Washington, D.C., led to the administration of President John F. Kennedy setting up a Special Protocol Service Section within the State Department to assist black diplomats traveling and living within the United States. The State Department considered issuing copies of The Negro Motorist Green Book to black diplomats, but eventually decided against steering them to black-friendly public accommodations as it wanted them to be treated equally to white diplomats. John A. Williams wrote in his 1965 book, This Is My Country Too, that he did not believe "white travelers have any idea of how much nerve and courage it requires for a Negro to drive coast to coast in America". He achieved it with "nerve, courage, and a great deal of luck", supplemented by "a rifle and shotgun, a road atlas, and Travelguide, a listing of places in America where Negroes can stay without being embarrassed, insulted, or worse". He noted that black drivers needed to be particularly cautious in the South, where they were advised to wear a chauffeur's cap or have one visible on the front seat and pretend they were delivering a car for a white person. Along the way, he had to endure a stream of "insults of clerks, bellboys, attendants, cops, and strangers in passing cars". There was a constant need to keep his mind on the danger he faced; as he was well aware, "[black] people have a way of disappearing on the road". ## Role of the Green Book Segregation meant that facilities for African American motorists in some areas were limited, but entrepreneurs of varied races realized that opportunities existed in marketing goods and services specifically to black patrons. These included directories of hotels, camps, road houses, and restaurants which would serve African Americans. Jewish travelers, who had also long experienced discrimination at many vacation spots, created guides for their own community, though they were at least able to visibly blend in more easily with the general population. African Americans followed suit with publications such as Hackley and Harrison's Hotel and Apartment Guide for Colored Travelers, published in 1930 to cover "Board, Rooms, Garage Accommodations, etc. in 300 Cities in the United States and Canada". This book was published by Sadie Harrison, who was the Secretary of The Negro Welfare Council (or Negro Urban League). The Negro Motorist Green Book was one of the best known of the African American travel guides. It was conceived in 1932 and first published in 1936 by Victor Hugo Green, a World War I veteran from New York City who worked as a mail carrier and later as a travel agent. He said his aim was "to give the Negro traveler information that will keep him from running into difficulties, embarrassments and to make his trip more enjoyable". According to an editorial written by Novera C. Dashiell in the 1956 edition of the Green Book, "the idea crystallized when not only [Green] but several friends and acquaintances complained of the difficulties encountered; oftentimes painful embarrassments suffered which ruined a vacation or business trip". Green asked his readers to provide information "on the Negro motoring conditions, scenic wonders in your travels, places visited of interest and short stories on one's motoring experience". He offered a reward of one dollar for each accepted account, which he increased to five dollars by 1941. He also obtained information from colleagues in the U.S. Postal Service, who would "ask around on their routes" to find suitable public accommodations. The Postal Service was and remains one of the largest employers of African Americans, and its employees were ideally situated to inform Green of which places were safe and hospitable to African American travelers. The Green Book's motto, displayed on the front cover, urged black travelers to "Carry your Green Book with you – You may need it". The 1949 edition included a quote from Mark Twain: "Travel is fatal to prejudice", inverting Twain's original meaning; as Cotten Seiler puts it, "here it was the visited, rather than the visitors, who would find themselves enriched by the encounter". Green commented in 1940 that the Green Book had given black Americans "something authentic to travel by and to make traveling better for the Negro". Its principal goal was to provide accurate information on black-friendly accommodations to answer the constant question that faced black drivers: "Where will you spend the night?" The guide also helped recirculate the money spent by tourists within the black community. As well as essential information on lodgings, service stations and garages, it provided details of leisure facilities open to African Americans, including beauty salons, restaurants, nightclubs and country clubs. The listings focused on four main categories – hotels, motels, tourist homes (private residences, usually owned by African Americans, which provided accommodation to travelers), and restaurants. They were arranged by state and subdivided by city, giving the name and address of each business. For an extra payment, businesses could have their listing displayed in bold type or have a star next to it to denote that they were "recommended". Many such establishments were run by and for African Americans and in some cases were named after prominent figures in African American history. In North Carolina, such black-owned businesses included the Carver, Lincoln, and Booker T. Washington hotels, the Friendly City beauty parlor, the Black Beauty Tea Room, the New Progressive tailor shop, the Big Buster tavern, and the Blue Duck Inn. Each edition also included feature articles on travel and destinations, and included a listing of black resorts such as Idlewild, Michigan; Oak Bluffs, Massachusetts; and Belmar, New Jersey. The state of New Mexico was particularly recommended as a place where most motels would welcome "guests on the basis of 'cash rather than color'". ### Influence The Green Book attracted sponsorship from a great number of businesses, including the African American newspapers Call and Post of Cleveland, and the Louisville Leader of Louisville. Esso (later ExxonMobil), was also a sponsor, due in part to the efforts of a pioneering African American Esso sales representative named James "Billboard" Jackson. Additionally, Esso had a black focused marketing division promote the Green Book as enabling Esso's black customers to "go further with less anxiety." By contrast, Shell gas stations were known to refuse black customers. The 1949 edition included an Esso endorsement message that told readers: "As representatives of the Esso Standard Oil Co., we are pleased to recommend the Green Book for your travel convenience. Keep one on hand each year and when you are planning your trips, let Esso Touring Service supply you with maps and complete routings, and for real 'Happy Motoring' – use Esso Products and Esso Service wherever you find the Esso sign." Photographs of some African-American entrepreneurs who owned Esso gas stations appeared in the pages of the Green Book. Although Green usually refrained from editorializing in the Green Book, he let his readers' letters speak for the influence of his guide. William Smith of Hackensack, New Jersey, described it as a "credit to the Negro Race" in a letter published in the 1938 edition. He commented: > It is a book badly needed among our Race since the advent of the motor age. Realizing the only way we knew where and how to reach our pleasure resorts was in a way of speaking, by word of mouth, until the publication of The Negro Motorist Green Book ... We earnestly believe that [it] will mean as much if not more to us as the A.A.A. means to the white race. Earl Hutchinson Sr., the father of journalist Earl Ofari Hutchinson, wrote of a 1955 move from Chicago to California that "you literally didn't leave home without [the Green Book]". Ernest Green, one of the Little Rock Nine, used the Green Book to navigate the 1,000 miles (1,600 km) from Arkansas to Virginia in the 1950s and comments that "it was one of the survival tools of segregated life". According to the civil rights leader Julian Bond, recalling his parents' use of the Green Book, "it was a guidebook that told you not where the best places were to eat, but where there was any place". Bond comments: > You think about the things that most travelers take for granted, or most people today take for granted. If I go to New York City and want a hair cut, it's pretty easy for me to find a place where that can happen, but it wasn't easy then. White barbers would not cut black peoples' hair. White beauty parlors would not take black women as customers — hotels and so on, down the line. You needed the Green Book to tell you where you can go without having doors slammed in your face. While the Green Book was intended to make life easier for those living under Jim Crow, its publisher looked forward to a time when such guidebooks would no longer be necessary. As Green wrote, "there will be a day sometime in the near future when this guide will not have to be published. That is when we as a race will have equal opportunities and privileges in the United States. It will be a great day for us to suspend this publication for then we can go as we please, and without embarrassment." By the early 1960s, some members of the community were questioning whether the guide might be inadvertently supporting Jim Crow laws by directing travelers to friendly accommodations. ## Publishing history The Green Book was published locally in New York City, but its popularity was such that from 1937 it was distributed nationally with input from Charles McDowell, a collaborator on Negro affairs for the U.S. Travel Bureau, a government agency. With new editions published annually from 1936 to 1940, the Green Book's publication was suspended during World War II and resumed in 1946. Its scope expanded greatly during its years of publication; from covering only the New York City area in the first edition, it eventually covered facilities in most of the United States and parts of Canada (primarily Montreal), Mexico, and Bermuda. Coverage was good in the Eastern United States and weak in Great Plains states, such as North Dakota, where there were few black residents. It eventually sold around 15,000 copies per year, distributed by mail order, by churches and black-owned businesses as well as by Esso service stations; this was unusual for the oil industry at the time but over a third of the stations were franchised to African Americans. The 1937 edition, of 16 pages, sold for 25 cents; by 1957, the price increased to \$1.25. With the book's growing success, Green retired from the post office and hired a small publishing staff that operated from 200 West 135th Street in Harlem. He also established a vacation reservation service in 1947 to take advantage of the post-war boom in automobile travel. By 1949, the Green Book had expanded to more than 80 pages, including advertisements. The Green Book was printed by Gibraltar Printing and Publishing Co. The 1951 Green Book recommended that black-owned businesses raise their standards, as travelers were "no longer content to pay top prices for inferior accommodations and services". The quality of black-owned lodgings was coming under scrutiny, as many prosperous blacks found them to be second-rate compared to the white-owned lodgings from which they were excluded. The 1951 "Railroad Edition" featured porters, an icon of American travel. In 1952, Green renamed the publication The Negro Travelers' Green Book, in recognition of its coverage of international destinations requiring travel by plane and ship. Although segregation was still in force, by state laws in the South and often by practice elsewhere, the wide circulation of the Green Book had attracted growing interest from white businesses that wanted to tap into the potential sales of the black market. The 1955 edition noted: > A few years after its publication ... white business has also recognized its [The Green Book's] value and it is now in use by the Esso Standard Oil Co., The American Automobile Assn. and its affiliate automobile clubs throughout the country, other automobile clubs, air lines, travel bureaus, travelers aid, libraries and thousands of subscribers. After Green's death in 1960, Alma Green and her staff took over responsibility for the publication. By the start of the 1960s, the Green Book's market was beginning to erode. Even before the passage of the Civil Rights Act of 1964, African American civil rights activism was having the effect of lessening racial segregation in public facilities. An increasing number of middle class African Americans were beginning to question whether guides such as the Green Book were accommodating Jim Crow by steering black travelers to segregated businesses rather than encouraging them to push for equal access. Black-owned motels in remote locations off state highways lost customers to a new generation of integrated interstate motels located near freeway exits. The 1963 Green Book acknowledged that the activism of the civil rights movement had "widened the areas of public accommodations accessible to all", but it defended the continued listing of black-friendly businesses because "a family planning for a vacation hopes for one that is free of tensions and problems". The final edition was renamed, now called the Travelers' Green Book: 1966–67 International Edition: For Vacation Without Aggravation; it was the last to be published after the Civil Rights Act of 1964 made the guide effectively obsolete by outlawing racial discrimination in public accommodation. That edition included significant changes that reflected the post-Civil Rights Act outlook. As the new title indicated, it was no longer just for the Negro, nor solely for the motorist, as its publishers sought to widen its appeal. Although the content continued to proclaim its mission of highlighting leisure options for black travelers, the cover featured a drawing of a blonde Caucasian woman waterskiing—a sign of how, as Michael Ra-Shon Hall puts it, "the Green Book 'whitened' its surface and internationalized its scope, while still remaining true to its founding mission to ensure the security of African American travelers both in the U.S. and abroad". ## Representation in other media In the 2000s, academics, artists, curators, and writers exploring the history of African American travel in the United States during the Jim Crow era revived interest in the Green Book. The result has been a number of projects, books and other works referring to the Green Book. The book itself has acquired a high value as a collectors' item; a "partly perished" copy of the 1941 edition sold at auction in March 2015 for \$22,500. Some examples are listed below. ### Digital projects - The New York Public Library's Schomburg Center for Research in Black Culture has published digitized copies of 21 issues of the Green Book, dating from 1937 to 1966–1967. To accompany the digitizations, the NYPL Labs have developed an interactive visualization of the books' data to enable web users to plot their own road trips and see heat maps of listings. - The Green Book Project, with an endorsement from the Tulsa City-County Library's African American Resource Center, created a digital map of the Green Book locations on historypin, invited users of the Green Book to post their photos and personal accounts about Green Book sites. ### Exhibitions - In 2003, the Smithsonian Institution's National Museum of American History included the Green Book in an exhibition, America on the Move. - In 2007, the book was featured in a traveling exhibition called Places of Refuge: The Dresser Trunk Project, organized by William Daryl Williams, the director of the School of Architecture and Interior Design at the University of Cincinnati. The exhibition drew on the Green Book to highlight artifacts and locations associated with travel by blacks during segregation, using dresser trunks to reflect venues such as hotels, restaurants, nightclubs and a Negro league baseball park. - In late 2014, the Gilmore Car Museum in Hickory Corners, Michigan, installed a permanent exhibit on the Green Book that features a 1956 copy of the book that guests can review as well as video interviews of those that utilized it. - In 2016, a 1941 copy of the book was displayed at the Smithsonian National Museum of African American History and Culture, when the museum opened. - In June 2016, a copy of the book on loan from The New York Public Library was featured in the Missouri History Museum's exhibition Main Street Through St. Louis. - A copy of the book is featured in the Lyndon Baines Johnson Library and Museum's temporary exhibition, Get in the Game: The Fight for Equality in American Sports, on view April 2018 through January 13, 2019. ### Films - Calvin Alexander Ramsey and Becky Wible Searles interviewed people who traveled with the Green Book as well as Victor Green's relatives as part of the production of the documentary The Green Book Chronicles (2016). - 100 Miles to Lordsburg (2015) is a short film, written by Phillip Lewis and producer Brad Littlefield, and directed by Karen Borger. It is about a black couple crossing New Mexico in 1961 with aid of the Green Book. Set in 1961, Jack and Martha, a young, African American couple, are driving across country heading to a new life in California. Jack, a Korean War Vet, and Monique, his heavily pregnant wife use the travel guide "The Negro Motorist Green Book". Turned away from the first motel in Las Cruces, NM they must drive 100 miles to the next town Lordsburg, NM. On the way, their car breaks down. The film achieved festival success during 2016. - The 2018 drama film Green Book centers a professional tour of the South taken by Don Shirley, a black musician, and his chauffeur, Tony Vallelonga, who use the book to find lodgings and eateries where they can do business. In so doing, Vallelonga learns about the various racist indignities and dangers his employer must endure, which he shares himself to a lesser extent for being Italian-American. - The documentary film The Green Book: Guide to Freedom by Yoruba Richen was scheduled to first air on February 25, 2019, on the Smithsonian Channel in the US. - The 2019 virtual reality documentary Traveling While Black places the viewer directly inside a portrait of African American travelers making use of the Green Book. ### Literature - Ramsey also wrote a play, called The Green Book: A Play in Two Acts, which debuted in Atlanta in August 2011 after a staged reading at the Lincoln Theatre in Washington, DC in 2010. It centers on a tourist home in Jefferson City, Missouri. A black military officer, his wife, and a Jewish survivor of the Holocaust spend the night in the home just before the civil rights activist W. E. B. Du Bois is scheduled to deliver a speech in town. The Jewish traveler comes to the home after being shocked to find that the hotel where he planned to stay has a "No Negroes Allowed" notice posted in its lobby—an allusion to the problems of discrimination that Jews and blacks both faced at the time. The play was highly successful, gaining an extension of several weeks beyond its planned closing date. - A 2017 nonfiction work entitled The Post-Racial Negro Green Book (Brown Bird Books) makes use of the original Green Book's format and aesthetic as a medium for cataloging 21st century racism toward African Americans. - Matt Ruff's horror-fantasy novel Lovecraft Country (2016) (set in Chicago) features a fictionalized version of Green and the Travel Guide known as the Safe Negro Travel Guide, which is also featured in the TV show of the same name. ### Photography projects - Architecture at sites listed in the Green Book was documented by photographer Candacy Taylor in collaboration with the National Park Service's Route 66 Corridor Preservation Program. The book was published by Abrams in 2020 as Overground Railroad: The Green Book and the Roots of Black Travel in America. ## Site preservation Los Angeles in 2016 considered offering special historical protection to the sites that kept black travelers safe. Ken Bernstein, principal planner for the city's Office of Historic Resources notes, "At the very least, these sites can be incorporated into our city's online inventory system. They are part of the story of African Americans in Los Angeles, and the story of Los Angeles itself writ large." ## See also - Black Travel Movement - AAA racial discrimination ### Notable listings - Imperial Hotel, Thomasville, Georgia - Harriet Beecher Stowe House
8,672,776
766th Independent Infantry Regiment (North Korea)
1,141,285,951
Korean War regiment
[ "Infantry regiments of North Korea", "Military units and formations disestablished in 1950", "Military units and formations established in 1949", "Military units and formations of North Korea in the Korean War", "Special forces of North Korea" ]
The 766th Independent Infantry Regiment (Korean: 제766독립보병련대) was an elite light infantry unit of North Korea's Korean People's Army (KPA) that existed briefly during the Korean War. It was headquartered in Hoeryong, North Korea, and was also known as the 766th Unit (Korean: 766부대). Trained extensively in amphibious warfare and unconventional warfare, the 766th Regiment was considered a commando unit. The regiment was trained to conduct assaults by sea and then to lead other North Korean units on offensive operations, to infiltrate behind enemy lines, and to disrupt enemy supplies and communications. Activated in 1949, the regiment trained for more than a year before the outbreak of the war on June 25, 1950. On that day, half of the regiment led North Korean forces against South Korean troops by land and sea, pushing them back after several days of fighting. Over the next six weeks, the regiment advanced slowly down the Korean Peninsula, acting as a forward unit of the North Korean army. Suffering from a lack of supplies and mounting casualties, the regiment was committed to the Battle of Pusan Perimeter as part of a push to force United Nations (UN) troops out of Korea. The regiment saw its final action at the Battle of P'ohang-dong, fighting unsuccessfully to take the town from U.N. troops. Racked by U.N. naval and air forces and suffering extensive losses from continuous fighting, the regiment was forced to retreat from the P'ohang-dong battlefield. It moved north, joining a concentration of other KPA units, before being disbanded and absorbed into the KPA's 12th Division. ## Organization Upon creation, the 766th Unit was designed to vary in size, consisting of a number of smaller units capable of acting alone. Eventually, it was reinforced to the size of a full regiment, with 3,000 men equally distributed across six battalions (numbered 1st through 6th). It was made directly subordinate to the KPA Army headquarters and put under the command of Senior Colonel Oh Jin Woo, who would command the unit for its entire existence. All 500 men of the 3rd Battalion were lost just before the war started when their transport was sunk while attacking Pusan harbor by the Republic of Korea Navy. For the remainder of its existence the regiment was whittled down by losses until it numbered no more than 1,500 men and could not muster more than three battalions. ## History ### Origins During the planning for the invasion of South Korea in the years before the war, the North Korean leadership began to create large numbers of commando and special forces units to send south. These units subverted South Korean authority before and during the war with terror campaigns, sabotage and inducing rebellions in ROK military units. Hundreds of commandos were sent to South Korea in this fashion, and by the end of the war up to 3,000 of them had been trained and armed. During this time, North Korean leadership also ordered the creation of large conventional units to act as advance forces for the actual invasion. The 766th Unit was formed in April 1949 at the Third Military Academy in Hoeryong, North Korea. The academy was specially designed to train commandos, and the 766th was originally designed to supervise North Korean light infantry ranger units. Over the next year, the 766th Unit received extensive training in unconventional warfare and amphibious warfare. During this time, the unit was expanded in size to 3,000 men in six battalions. Prior to the beginning of the war in June 1950, the 766th completed training and was moved to the front at Yangyang to support the KPA's 5th Division. The North Korean plan was to conduct amphibious landings in Chongdongjin and Imwonjin on the eastern coast using the 766th Regiment, in conjunction with the 549th Unit. These amphibious landings would harass the rear area of the Republic of Korea Army, providing supporting attacks to the planned frontal attack by the KPA's II Corps directly from the north. The 766th was in position by June 23 and prepared for the attack. The unit was moved to the ports of Wonsan and Kansong and loaded into ships. With the 3,000 men in the 766th, another 3,000 in the 549th, and 11,000 men in the KPA's 5th Division, the 17,000 North Korean troops outnumbered the Republic of Korea Army's (ROK) 8th Division's 6,866 by a ratio of 2.1 to 1. The combination of the frontal attack and the landings were expected to crush the ROK division and prevent reinforcements from moving in to support it. The regiment was split into three groups for the attack. Three battalions acted as spearheads for the 5th Division on land while two more battalions conducted the landings in Imwonjin. This 2,500 man force reassembled and then led the North Korean units south. In the meantime, the 3rd Battalion, 766th Regiment was detached and sent on a mission to infiltrate Pusan. Paired with additional support, it formed the 600-man 588th Unit. 588th Unit was tasked with raiding Pusan harbor, destroying vital facilities to make it impossible for UN forces to land troops there. However, the troop transport carrying the 588th Unit was discovered and sunk by United Nations ships outside Pusan harbor the morning of June 25, destroying the 3rd Battalion. ### Outbreak Around 04:00 on June 25, the KPA's 5th Division began its first attacks on the ROK 10th Regiment's forward positions. Three hours later, the 766th Regiment's two battalions landed at the village of Imwonjin, using motor and sail boats to land troops and mustering South Korean villagers to assist in setting up supplies. The two battalions separated; one headed into the T'aebaek Mountains and the second advanced north toward Samcheok. At this point, the ROK 8th Division, under heavy attack from the front and aware of attacks in the rear, urgently requested reinforcements. It was denied these reinforcements, as ROK higher commanders informed the division commander that the ROK Army was under heavy attack across the entirety of the 38th parallel and had no reinforcements to spare. The ROK 21st Regiment, 8th Division's southernmost unit, moved to counter the amphibious attack. The regiment's 1st Battalion moved from Bukp'yong into the Okgye area and ambushed forward elements of the 766th in conjunction with local police and militia forces. They were able to drive back the 766th Regiment's northern advance. However, at least one of the 766th Regiment's battalions massed at Bamjae, blocking one of the 8th Division's main supply routes. ROK troops mustered a civilian militia to help fight the North Koreans, which was only moderately effective. The embattled ROK 8th Division was forced to withdraw under overwhelming attacks and breakdowns in communication on July 27. With the retreat of the ROK 6th Division, the entire ROK eastern flank was forced back. The 766th Regiment had been successful in establishing a bridgehead and disrupting communications in the initial attack. ### Advance With the ROK army in retreat, the 766th Regiment, 549th Unit, and KPA's 5th Divisions all advanced steadily south along the eastern roads without encountering much resistance. Across the entire front the North Korean Army had successfully routed the South Koreans and was pushing them south. The 766th Regiment acted as an advance force, attempting to infiltrate further inland as it moved through the mountainous eastern region of the country. The rugged terrain of the eastern regions of Korea, poor communication equipment, and unreliable resupply lines thwarted the South Korean resistance. The North Koreans used this to their advantage in advancing but they began to experience the same problems themselves. The 5th Division and the two other units began advancing south slowly and cautiously, sending strong reconnaissance parties into the mountains to ensure they would not be threatened from the rear. However, this more cautious advance began to give the South Koreans valuable time to build up further south. By June 28, the 766th had infiltrated into Taebaek-san from Uljin and was moving toward Ilwolsan, Yongyang and Cheongsong in order to block communications between Daegu and Busan, where United States Army forces were landing in an attempt to support the collapsing ROK Army. The ROK 23rd Regiment of the ROK 3rd Division was moved to block the advance of the three units at Uljin. The ROK forces mounted a series of delaying actions against the main North Korean force, which was significantly dispersed throughout the mountainous region and unable to muster its overwhelming strength. The ROK regiment was subsequently able to hold up the North Korean advance until July 5. On July 10, the 766th separated from the 5th Division and met an advance party of North Korean civilians in Uljin who had been sent to set up a government in the area. From here, the 766th dispersed in small groups into the mountains. On July 13 it reached Pyonghae-ri, 25 miles (40 km) north of Yongdok. Over the next week, the 766th Regiment and the KPA's 5th Division continued in slow advance south as it met increasing South Korean resistance. United Nations air support began to increase, slowing the advance further. The force continued to occupy the eastern flank, and by July 24 it was advancing from the Chongsong-Andong region and approaching Pohang. On its flank was the KPA's 12th Division. Progress halted as UN aerial and naval bombardment made movement more difficult. At the same time, the North Korean units' supply lines were stretched thin and began to break down, forcing them to conscript South Korean civilians to carry supplies. ### Resistance On July 17, the KPA's 5th Division entered Yongdok, taking the city without much resistance before fierce UN air attacks caused the division heavy losses. Still, it was able to surround the ROK 3rd Division in the city. By now, the 5th Division and the 766th Regiment had been reduced to a combined strength of 7,500 men to the ROK 3rd Divisions' 6,469. The 766th massed its force again to assist the 5th Division in surrounding and besieging the ROK 3rd Division, which was trapped in the city. The 3rd Division, in the meantime, was ordered to remain in the city to delay the North Koreans as long as possible. It was eventually evacuated by sea after delaying North Korean forces for a considerable time. The rugged terrain of the mountains prevented the North Korean forces from conducting the enveloping maneuvers they had used so effectively against other troops, and their advantages in numbers and equipment had been negated in the fight. By July 28, the division was still embroiled in this fight and the 766th bypassed it and moved toward Chinbo on the left flank of the city. However the 766th had suffered significant setbacks at Yongdok, with substantial losses due to American and British naval artillery fire. Once it arrived in the area, it met heavier resistance from South Korean police and militia operating in armored vehicles. With air support, they offered the heaviest resistance the unit had faced thus far. With the support of only one of the 5th Division's regiments, the 766th was unable to sustain its advance and had to pull back by the 29th. Movement from the ROK Capital Division prevented the 766th Regiment from infiltrating further into the mountains. ROK cavalry and civilian police then began isolated counteroffensives against the 766th. These forces included special counter-guerrilla units targeting the 766th and countering its tactics. South Korean troops halted the advance of the North Koreans again around the end of the month thanks to increased reinforcements and support closer to the Pusan Perimeter logistics network. On August 5, the KPA's 12th Division pushed back the ROK Capital Division in the Ch'ongsong-Kigye area and linked up with elements of the 766th which had infiltrated the area of Pohyunsan. Unopposed, they began to prepare to attack P'ohang to secure entry into the UN's newly established Pusan Perimeter. The Regiment was ordered to begin an attack in coordination with the KPA's 5th Division. The Korean People's Army planned simultaneous offensives across the entire Perimeter, including a flanking maneuver by the 766th and the 5th Division to envelop UN troops and push them back to Pusan. The 766th was not reinforced; North Korean planners intended it to move unseen around the UN lines while the majority of the UN and North Korean troops were locked in fighting around Taegu and the Naktong Bulge. By this time, however, North Korean logistics had been stretched to their limit, and resupply became increasingly difficult. By the beginning of August, the North Korean units operating in the area were getting little to no food and ammunition supply, instead relying on captured UN weapons and foraging for what they could find. They were also exhausted from over a month of advancing, though morale remained high among the 766th troops. The 766th Regiment specialized in raiding UN supply lines, and effectively mounted small disruptive attacks against UN targets to equip themselves. ### Disbandment At dawn on August 11, one 300-man battalion of the 766th Regiment entered the village of P'ohang, creating a state of alarm among its populace. The village was only protected by a small force of South Korean Navy, Air Force and Army personnel comprising the rear guard of the ROK 3rd Division. The South Korean forces engaged the 766th forces around the village's middle school with small-arms fire until noon. At that point, North Korean armored vehicles moved in to reinforce the 766th troops and drove the South Koreans out of the village. The village was strategically important because it was one of the few direct routes through the mountains and into the Gyeongsang plain. It also led directly to the land routes being used by the UN to reinforce Taegu. Upon hearing of the fall of P'ohang, UN Eighth United States Army commander Lieutenant General Walton Walker immediately ordered naval and air bombardment of the village. He also ordered ROK and US forces to secure regions around the village to prevent the further advance of the North Korean troops. Within a few hours, the village was being blasted by artillery forcing the Regiment's advance force to pull back. The 766th's forces congregated and fought in the hills around the village. They joined elements of the KPA's 5th Division, and did not enter P'ohang until night. UN forces responded to the threat with overwhelming numbers. A large force of South Korean troops, designated Task Force P'ohang, was massed and sent into P'ohang-dong to engage the 766th Regiment and the 5th Division. ROK troops attacked toward An'gang-ni to the east, forcing the KPA's 12th Division into a full retreat. Threatened with encirclement, the KPA's 5th Division and 766th Regiment were ordered into full retreat on August 17. By this time, the 766th had been reduced to 1,500 men, half its original strength. Exhausted and out of supplies, the 766th Regiment moved to Pihak-san, a mountain 6 miles (9.7 km) north of Kigye, to join the shattered KPA's 12th Division. The 12th Division was reduced to 1,500 men in the fighting, and 2,000 army replacements and South Korean conscripts were brought to replenish the division. The 766th Regiment was also ordered to merge its remaining troops into the depleted KPA's 12th Division. Upon the completion of the merger with the 12th Division on August 19, 1950, the 766th Regiment ceased to exist. It had trained for close to 14 months prior to the war but fought for less than two. ## See also - 71: Into the Fire, a 2010 South Korean war film based on the battle of P'ohang-dong - 78th Independent Infantry Regiment
177,032
Eric Bana
1,172,420,759
Australian actor (born 1968)
[ "1968 births", "20th-century Australian male actors", "21st-century Australian male actors", "Australian male comedians", "Australian male film actors", "Australian male television actors", "Australian male video game actors", "Australian male voice actors", "Australian people of Croatian descent", "Australian people of German descent", "Australian stand-up comedians", "Best Actor AACTA Award winners", "Living people", "Logie Award winners", "Male actors from Melbourne", "Members of the Order of Australia", "People educated at Penleigh and Essendon Grammar School", "People from the City of Hume", "Racing drivers from Melbourne", "Racing drivers from Victoria (state)" ]
Eric Banadinović, AM (born 9 August 1968), known professionally as Eric Bana (/ˈbænə/), is an Australian actor and comedian. He began his career in the sketch comedy series Full Frontal before gaining notice in the comedy drama The Castle (1997). He achieved further critical recognition for starring in the biographical crime film Chopper (2000). After a decade of roles in Australian TV shows and films, Bana gained Hollywood's attention for his performance in the war film Black Hawk Down (2001), and as the title character in Hulk (2003). He played Hector in the war epic Troy (2004), and took a leading role in Steven Spielberg's historical thriller Munich (2005). In 2009, he played the villain Nero in the science fiction Star Trek, which was a critical and commercial success. Bana continued to work steadily in the 2010s, portraying Lieutenant commander Erik S. Kristensen in Lone Survivor (2013), and playing police sergeant Ralph Sarchie in the horror Deliver Us from Evil (2014). In 2018, Bana played the title role in a true crime miniseries, Dirty John. In 2020, he returned to Australia to star in outback thriller The Dry. Bana is the recipient of several Australian Film Institute awards and has performed distinctive lead and character roles across a wide spectrum of genres—from epics, to science fiction and action thrillers. In addition to acting, Bana is a motor racing enthusiast, and has participated in various racing competitions in Australia. Bana was appointed Member of the Order of Australia (AM) in the 2019 Birthday Honours for his services to drama. ## Early life and education Eric Banadinović was born on 9 August 1968 in Melbourne, Victoria. His father Ivan was Croatian, born in Zagreb, and worked as a logistics manager for Caterpillar Inc., and his German mother, Eleanor, was a hairdresser, originally from near Mannheim in Germany. He has one older brother, Anthony. He has stated: "I have always been proud of my origin, which had a big influence on my upbringing. I have always been in the company of people of European origin". He was raised Catholic. Bana was raised in Melbourne's Tullamarine, a suburban area on the northern edge of the city, and attended Penleigh and Essendon Grammar School. Showing acting skill early in life, Bana began doing impressions of family members at the age of six or seven, first mimicking his grandfather's walk, voice and mannerisms. In school, he mimicked his teachers as a means to get out of trouble. As a teen, he watched the Mel Gibson film Mad Max, and decided he wanted to become an actor. However, he did not seriously consider a career in the performing arts until 1991, when he was persuaded to try comedy while working as a barman at Melbourne's Castle Hotel. His stand-up gigs in inner-city pubs did not provide him with enough income to support himself, however, so he continued his work as a barman and waiting on tables. ## Career ### 1993–1997: Beginnings In 1993, Bana made his television debut on Steve Vizard's late-night talk show, Tonight Live. His performance gained the attention of producers from the sketch comedy series, Full Frontal, who invited him to join the show as a writer and performer. During his four years on the show, Bana wrote much of his own material, and based some of his characters on members of his family. His impressions of Columbo, Arnold Schwarzenegger, Sylvester Stallone and Tom Cruise made Bana popular with the show's audience. This success led him to record the comedy album Out of Bounds in 1994 and to host his own television special, titled Eric, in 1996. The show, a collection of sketches featuring everyday characters, prompted him to launch a sketch comedy series The Eric Bana Show. The series, written and performed by Bana, featured skits, stand-up and celebrity guests, but failed to attract a substantial audience and was cancelled after only eight episodes due to low ratings. Even so, in 1997, he received a Logie Award for "Most Popular Comedy Personality" for his work on the show. In that same year, Bana made his film debut in the Australian film The Castle, which tells the story of a Melbourne-based family's struggles to keep their home by Melbourne's airport as the airport authority force them to move. He was featured in a supporting role as Con Petropoulous, a kickboxing accountant who is the householder's son-in-law. The Castle was a surprise critical and financial success, earning A\$10,326,428 at the box office in Australia. ### 1998–2004: Hollywood breakthrough In 1997, despite his inexperience with dramatic roles, Bana was approached by director Andrew Dominik to appear in the film Chopper (2000), a biographical film based on the life of infamous Australian criminal Chopper Read. Dominik had been working on the project for five years, but was unable to find an actor to portray Read. Only after Read himself suggested Bana, having seen him perform a skit on television, did Dominik consider him for the part. For the role, Bana shaved his head, gained 30 pounds (14 kg), and spent two days with Read to perfect his mimicry. During filming he arrived on set at four in the morning and spent five hours being covered in Read's trademark tattoos. In spite of the film's limited release outside of Australia, Bana's performance received positive reviews. American film critic Roger Ebert complimented Bana, stating that "in a comedian named Eric Bana the filmmakers have found, I think, a future star [...] He has a quality no acting school can teach you and few actors can match. You cannot look away from him". Chopper was a critical and financial success in Australia, and was nominated for Best Film at the Australian Film Institute Awards in 2001. Bana's performance won the Australian Film Institute Award for Best Actor. In 2001, director Ridley Scott cast Bana as an American soldier in the film Black Hawk Down (2001). Scott, with a recommendation from Russell Crowe and impressed by Bana's performance in Chopper, did not require him to audition. In the film, he played Sergeant First Class Norm 'Hoot' Hooten, an elite Delta Force soldier, who fights his way out of a battle in Mogadishu, Somalia after a mission to capture two top lieutenants of a renegade warlord goes awry. Bana shed the weight he had gained for Chopper and began an exercise regimen months before filming began. He also trained with Delta Force operators at Fort Bragg, learning to fire weapons and clear rooms. Between 2000 and 2001, Bana played Joe Sabatini in Something in the Air, an Australian soap opera set in a small town. After two seasons, Bana left the show to focus on his Hollywood career. Bana's next project was 2002's low-budget Australian film The Nugget. A comedy, the film portrays the effect of instant wealth on three working-class men and was released with moderate success in Australia. Bana read the script after filming Chopper in 2000 and was drawn to it because it reminded him of his childhood, and because he found its characters amusing and likable. While filming The Nugget, Bana was offered the lead role of Bruce Banner in the film adaptation of the popular Marvel comic book series The Incredible Hulk. Only after learning of director Ang Lee's involvement in the project did he consider the role. Bana admired Lee for his work on the film The Ice Storm and agreed to work on the film before the final script was complete. He said he was drawn to the film because "the character of Bruce Banner had dramatic potential", and was "a fairly non-traditional superhero". Although Hulk (2003) received mixed reviews and was a moderate success at the box office, Bana's performance was highly praised: Jack Matthews of New York Daily News felt that Bana played the role of Bruce Banner "with great conviction". In 2003, he voiced hammerhead shark Anchor in the critically and commercially acclaimed animated Pixar film Finding Nemo. In 2004, Bana co-starred with Brad Pitt and Orlando Bloom in the war epic Troy. He portrayed Prince Hector, leader of the Trojan forces battling against the Greek warrior Achilles. When he read the script, he was drawn to Hector because "I really felt a lot for him. I felt he was just a wonderful character [...] Orlando I love to death, and we've worked together before and when he was cast as my younger brother, it was just a great feel and I hope that shows in the film." Bana also had prepared for the role by taking lessons in sword training and learning to ride horseback. Although Troy's critical reaction was mixed, the film was a financial success, grossing US\$497 million. Bana's portrayal was well received; Stella Papamichael of the BBC thought he was "magnetic", and The Washington Post's Desson Thomson believed his "touching" performance. ### 2005–2010: Historical films and Star Trek After the varied reception of Hulk and Troy, film critics questioned Bana's bankability in big-budget films. He responded in Empire magazine: "It's not like it [Hulk] was a flop. When you're on a long shoot it is a long personal investment. If I wasn't happy with the end result I'd be bloody upset, but in every case so far I've been happy. Troy could take \$50 and I wouldn't regret it." The following year, 2005, Bana co-starred with Daniel Craig and Geoffrey Rush in Steven Spielberg's controversial thriller Munich. Bana played Avner, a Mossad agent, who is ordered to track down and kill the Black September terrorists thought to be responsible for the massacre of Israeli athletes at the 1972 Summer Olympics. The film garnered praise from critics, and grossed \$131 million worldwide. It was nominated for five Academy Awards in 2006. The Los Angeles Times wrote that Bana as Avner "projects a combination of sensitivity and ruthlessness and [...] knows how to present a face for which worry is a new experience." The Telegraph was equally impressed with Bana's emotional and "sublimely convincing" portrayal. In 2006 Bana was invited to join the Academy of Motion Picture Arts and Sciences. Lucky You, a romantic comedy on which Bana worked before filming Munich, was released in early 2007. In the film, he played Huck Cheever, a professional poker player who must overcome his personal problems to win a high-stakes tournament in Las Vegas. Lucky You was negatively received; one critic opined that Bana's performance "simply isn't appealing enough to make us care if he succeeds or fails." His next film was the Australian drama Romulus, My Father (2007). The film, based on Raimond Gaita's memoir of the same title, portrays a couple and their struggle in the face of adversity to raise their son. Upon release, the film was a critical success, and Bana's performance earned him a second Australian Film Institute Award for Best Actor. Bana's next project was the historical drama The Other Boleyn Girl (2008). In this feature, he played Henry VIII of England opposite Scarlett Johansson and Natalie Portman. Bana was surprised to be offered the role and admitted that he "probably would have just passed it on without even opening it" if it had been presented to him under a different title. The following year, he co-starred with Chris Pine and Zachary Quinto in the science fiction film Star Trek. In the film, Bana played Nero, a Romulan mining ship captain who attempts to exact revenge on Spock, whom he blames for the destruction of his homeworld and its inhabitants. To prepare for the role, Bana shaved his head, and donned face tattoos; director J. J. Abrams was impressed with his villainous appearance. The film was positively received, and grossed over US\$380 million worldwide. Bana later recalled, "It was an unbelievable experience, and it's such a great group of actors", but he did not reprise his role in the 2013 sequel, saying "It was just a one-time for me."In 2009, he also appeared in the science fiction The Time Traveler's Wife, based on Audrey Niffenegger's 2003 novel of the same title. Directed by Robert Schwentke, the film stars Rachel McAdams and Ron Livingston. The story follows Henry DeTamble (Bana), a Chicago librarian with a paranormal genetic disorder that causes him to randomly time travel as he tries to build a romantic relationship with Clare Abshire (McAdams), who would become his wife. While the film garnered mostly negative reviews, the critic from The Sydney Morning Herald complimented the chemistry between Bana and McAdams: "Together they achieve an intimacy which does its best to distract you from the flaws in the script". Bana co-starred with Adam Sandler and Seth Rogen in Judd Apatow's 2009 feature about a famous comedian, Funny People, marking Bana's first appearance in an American mainstream comedy. Rogen had cast Bana because he was a fan of his early television work, and impressed by his performance in Munich. Peter Travers of Rolling Stone magazine gave the film 31⁄2 out of 4 stars, and opined that Bana's performance showed "real comic flair". Funny People was a commercial failure, earning US\$71 million from a budget of \$75 million. Also in 2009 Bana directed and starred in the documentary Love the Beast. It details his personal relationship with his first car, a Ford GT Falcon Coupe, and follows his progression as a car lover. Along the way, he seeks guidance and wisdom from his three lifelong friends, as well as celebrities Jay Leno, Jeremy Clarkson and Dr. Phil. Lastly, Bana provided the voice of Damien, a Greek Australian, in the animation Mary and Max (2009). ### 2011–present: Career progression In 2011, Bana played ex-CIA operative Erik Heller in the action thriller Hanna, starring alongside Saoirse Ronan and Cate Blanchett. The film became a success for Bana as it opened at number two at the United States box office. Several media outlets praised Bana's performance, with one critic describing it as having "a note of haunted soulfulness". A year later, Bana starred in the Deadfall, a crime drama that follows two siblings who decide to fend for themselves after a failed casino heist. According to Metacritic, the film gained "mixed or average reviews, but Andrew O'Hehir of Salon magazine enjoyed Bana's "charismatic stone-cold killer character". Bana portrayed Lieutenant Commander Erik S. Kristensen in Lone Survivor (2013). He said, "Pete Berg [the director] and I nearly worked together many, many years ago before anyone knew who I was and we stayed in contact [...] he called me and told me he was making the film and would like me to play the mission commander Kristensen, I just jumped at the chance. I love the story. I thought it could potentially make a compelling movie and I knew that Pete was the right person for the job". Upon release, Lone Survivor grossed US\$154.8 million at the worldwide box office. Variety magazine thought that Bana was well cast, and critic Mick LaSelle praised the actors for being "convincing in their humanity, agony and ferocity". Bana then appeared in the thriller Closed Circuit (2013), alongside Rebecca Hall, as a lawyer, defending a Turkish man accused of planning a terrorist attack in London. Upon release, the Chicago Reader critic thought Bana and Hall lacked chemistry, and NPR's reviewer wrote that Bana had a "consistently clenched jaw and inconsistent slippage into Aussie diction." The following year, Bana starred as Ralph Sarchie, a police sergeant who investigates paranormal cases, in the supernatural horror Deliver Us from Evil. The film was released on 2 July 2014 and grossed US\$87.9 million worldwide. Several critics disliked the film, including Donald Clarke of The Irish Times who thought Bana was miscast. In 2016, he played Frank Bonneville, a struggling radio journalist in Ricky Gervais's Special Correspondents. It premiered at the Tribeca Film Festival, and Netflix bought the rights to stream the film on its platform. Although reviews were largely negative, one reviewer thought Bana "upstaged" Gervais and gave a watchable performance. Bana also had a role in Disney's The Finest Hours (2016), playing Coast Guard warrant officer David Cluff. In that same year, Bana played doctor Stephen Grene in The Secret Scripture, based on the novel of the same title by Sebastian Barry. Although the film was poorly received, Sandra Hall from The Sydney Morning Herald thought Bana's character showed "quiet intensity". In 2017, Bana took the role of Uther Pendragon, king of Britain and father of future King Arthur, in Guy Ritchie's King Arthur: Legend of the Sword (2017). In the same year, Bana starred in a British drama, The Forgiven, playing the murderer Piet Blomfield. The Forgiven gained a mixed reception; the Village Voice critic praised the acting but opined that the film was unfocused. In 2018, Bana played John in the Bravo miniseries Dirty John, based on the true crime podcast of the same name by Christopher Goffard. Creator Alexandra Cunningham said that Bana was her first choice for the lead role; Bana is very selective about picking the "right" characters. He said, "It doesn't matter what. Every film I've done, that's always been the guiding decision-making thing, for sure." David Sexton of the Evening Standard thought he was perfect: "Bana is terrific as Dirty John, so sexy and appealing yet creepy too." In 2021, Bana starred in a mystery drama, The Dry, based on the book of the same name by Jane Harper. In that same year, Bana provided the voice of zookeeper Chaz in the animation Back to the Outback. In 2022, he voiced Monterey Jack in the animation Chip 'n Dale: Rescue Rangers, and appeared in the drama Blueback; it premiered at the Toronto International Film Festival. ## Personal life On official identity documents he still has his birth surname, Banadinović. In 1995 while working on the television series Full Frontal, Bana began dating Rebecca Gleeson, a publicist with the Seven Network and daughter of then Chief Justice of New South Wales, and later Chief Justice of Australia, Murray Gleeson. They married in 1997, after Bana proposed to her on a trip to the United States, which he won from Cleo Magazine after being named their "Bachelor of the Year" in 1996. Bana and Gleeson have two children and live in Melbourne. Bana was appointed Member of the Order of Australia (AM) in the 2019 Birthday Honours for his services to drama. ### Interests and hobbies Bana is a motor racing enthusiast, and participates in various racing competitions in Australia. At the age of 14, he wanted to leave school to focus full-time on becoming a motor mechanic, but his father convinced him to complete school, advising him to avoid making his hobby a job. Bana purchased his first car, a 1974 XB Ford Falcon coupé, at the age of 15 for A\$1,100 and, driving it, made his motor sport racing debut in Targa Tasmania 1996, a week-long race around Tasmania. In 2004, Bana purchased a Porsche 944 to compete in Australia's Porsche Challenge. Competing throughout 2004 he often finished in the top ten and in November, finished fourth at the Sandown event, a personal best. On 21 April 2007, Bana crashed his 1974 XB Falcon Coupe in the 2007 Targa Tasmania rally; he and his co-driver were uninjured. Bana appeared on the British motoring show Top Gear on 15 November 2009 as a guest for its "Star in a Reasonably Priced Car" segment. Bana is a prominent fan of Australian rules football. His love of the sport began at a young age when his godfather took him to games to see the St Kilda Football Club, his favourite team in the Australian Football League (AFL). Bana has been seen at AFL games when he is back in Australia. His love for St Kilda FC resulted in the club being featured in the film Funny People and in Bana's promotion of the film in 2009, notably on NBC's Late Night with Jimmy Fallon. In 2010, Bana was named the "Saints Number One Ticket Holder". ### Charity work Bana is an ambassador for Father Chris Riley's charity for homeless young people, Youth Off The Streets, and has appeared with Riley in advertisements to support the organisation's annual appeal. Bana is also an advocate for the Mental Illness Fellowship, which works to increase the awareness of mental illness in Australia. In 2004, he appeared in several high-profile advertisements for the fellowship. Bana is also active in campaigns with the Australian Childhood Foundation and the Bone Marrow Donor Institute. Since 1995, he has participated in the Motorcycle Riders Association Toy Run in Melbourne, which raises money and toys for needy children at Christmas. In 2005 Bana narrated the documentary Terrors of Tasmania about the endangered Tasmanian devil. The film followed the life of a female Tasmanian devil called Manganinnie and discussed the incurable facial cancer which threatens the survival of the species. He has also worked with the Royal Society for the Prevention of Cruelty to Animals, donating money to animal shelters in Berlin while filming Troy in 2004. In 2007 Bana introduced the episode Some Meaning in This Life of the ABC-TV documentary series Australian Story. The episode paid tribute to actress Belinda Emmett (who co-starred with Bana in the film The Nugget) and her long struggle with cancer to which she had succumbed the previous year. During the 2019–20 Australian bushfire season, Bana voiced a series of radio and television adverts to support donations to the Gippsland Emergency Relief Fund. ## Filmography ### Film ### Television ### Video games ## Awards and nominations
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Virgin and Child with Canon van der Paele
1,161,889,679
Panel painting c. 1434 by Jan van Eyck
[ "1430s paintings", "Birds in art", "Books in art", "Collections of the Groeningemuseum", "Cultural depictions of Cain and Abel", "Lions in art", "Paintings by Jan van Eyck", "Paintings depicting Adam and Eve", "Paintings depicting Samson", "Paintings of the Madonna and Child" ]
The Virgin and Child with Canon van der Paele is a large oil-on-oak panel painting completed around 1434–1436 by the Early Netherlandish painter Jan van Eyck. It shows the painting's donor, Joris van der Paele, within an apparition of saints. The Virgin Mary is enthroned at the centre of the semicircular space, which most likely represents a church interior, with the Christ Child on her lap. St. Donatian stands to her right, Saint George—the donor's name saint—to her left. The panel was commissioned by van der Paele as an altarpiece. He was then a wealthy clergyman from Bruges, but elderly and gravely ill, and intended the work as his memorial. The saints are identifiable from Latin inscriptions lining the borders of the imitation bronze frame, which is original. Van der Paele is identifiable from historical records. He is dressed in the finery of a medieval canon, including white surplice, as he piously reads from a book of hours. He is presented to Mary by Saint George, his name saint, who holds aloft his metal helmet in respect. Saint Donatian, dressed in brightly coloured vestments, stands to the left. The panel is noted for the finery of clothing, including exquisite representations of furs, silks and brocades, and the elaborate and detailed religious iconography. The Virgin's throne is decorated with carved representations of Adam and Eve, Cain and Abel, prefigurations of the Crucifixion and Resurrection of Jesus, and scenes from the Old Testament. The painting is lined with a series of inscriptions which comment on the saints, and include van Eyck's signature. The van der Paele panel is widely considered one of van Eyck's most fully realised and ambitious works, and has been described as a "masterpiece of masterpieces". ## Commission Joris van der Paele is identifiable both from his resemblance and by the paternal and maternal coat of arms at the corners of each frame. He was born in Bruges around 1370, and spent his early career as a papal scribe in Rome before returning to his native city in 1425 as a wealthy man. He was appointed to a canonry of St. Donatian's collegiate church, a position which gave him income from the various parishes under his remit. An illness around 1431 left van der Paele unable to fulfil the functions of his office, and led him to reflect upon his position as canon and on his mortality. In response he endowed a chaplaincy to the church and commissioned this work from van Eyck. The artist was at the height of his fame and in high demand, and this, along with the large size of the panel, meant that the commission took a lot longer to complete than was initially envisioned; two completion dates can be found on the frame, implying that the earlier date was aspirational and missed. In return for the bequest, the church granted the canon a requiem mass, a daily mass and three votive masses a week, meant to intercede with the divine on his behalf. A second chaplaincy in 1443 centred on prayers for his family, and guaranteed that after his death, the requiem mass would end with readings of the Miserere mei and De profundis. Van der Paele may have kept the panel in his private chambers or as a church altar. He donated it to the church either in 1436 or on his death in 1443; it remained there until the church was demolished in 1779. Most likely the work was situated in the nave as an accompaniment to an altar for Saints Peter and Paul and used for memorial masses for van der Paele and his family. It was installed on the main altar after the Iconoclasm of 1566. An inscription on the lower imitation frame refers to der Paele's benefaction: "Joris van der Paele, canon of this church, had this work made by painter Jan van Eyck. And he founded two chaplaincies here in the choir of the Lord. 1434. He only completed it in 1436, however." ## Description The Virgin and Child is set in a rounded church with side ambulatories, with Mary occupying the area where the altarpiece would usually be positioned. The panel has an overall sculptural look; the throne, windows, arches and hanging canvases borrow from the conventions of Romanesque architecture. After the "Adoration of the Mystic Lamb" panel of the Ghent Altarpiece, it is van Eyck's second largest extant painting, and the only one in a horizontal framing. The Virgin and Child is characterised by its innovative use of illusionism and complex spatial composition. It is in its original oak frame, which contains several Latin inscriptions, including van Eyck's signature, the date of completion, the donor's name, and texts related to St. George and St. Donatian. The upper border contains phrases from the Book of Wisdom, comparing Mary to an "unspotted mirror". The figures, the minutely detailed clothes, and the architecture of the room and windows are depicted with a high degree of realism. Van Eyck's mastery at handling oil can be seen in the differing breadths of brush strokes. The precision of the detail achieved is especially noticeable in the rendering of threads of St. Donatian's blue and golden embroidered cope and mitre, in the weave of the oriental carpet, and in the stubble and veins on van der Paele's aging face. ### Figures As with van Eyck's Madonna of Chancellor Rolin, the panel creates an intimate setting between the donor and Virgin. This is emphasised by the donor's physical proximity to the Virgin which, according to art historian Jeffrey Chipps Smith, "mentally and pictorially [breaches] the barriers between heaven and earth" and implies the "patrons are visually immortalized as meriting the Virgin and Child's personal attention." The intimacy is further enhanced by small details such as the overlap between the donor and Saint George, who casts a shadow on van der Paele and seems to have accidentally stepped on his surplice as he leans forward to introduce the canon to the Virgin. #### St. Donatian St. Donatian is positioned to the left of the Virgin, the more significant position in heraldic terms, and reflective of his status as dedicatee of the cathedral the painting was made for, and of the city of Bruges. He wears a cope and mitre, vestments found in contemporary inventories of the church. His blue and gold brocade cope is embroidered with images of St. Paul and St. Peter. The colouring of his vestments is very similar to those of the Archangel in van Eyck's Dresden Triptych of 1437. Donatian stands in front of a set of windows that are just outside the pictorial space. He holds a jewelled processional cross in his left hand, and a wheel containing five lit tapered candles in his right. The wheel is his usual attribute, and refers to an incident when he nearly drowned after being flung into the Tiber, but was saved after Pope Dionysius threw him a carriage wheel he was able to use as a float. #### Virgin and Child The panel is one of the earliest known northern European sacra conversazione (the Virgin and Child shown with a group of saints in a relatively informal grouping) paintings. The Virgin sits on an elevated throne, situated beneath a minutely detailed and extravagantly decorated brocade baldachin containing white rose patterns, symbolising her purity. Given the church setting, Mary occupies the area where the altarpiece would usually be. The steps leading to the throne are covered with an oriental carpet. Her idealised facial type (and that of St. George) is very similar to the Virgin in van Eyck's Washington Annunciation. Although the Madonna's throne is in the mid-ground, her head is level with the standing figures in the foreground, who are closer in perspective. The apse in which she sits adds to the illusion of depth and is an expanded area for her throne. A similar approach can be seen in the later Dresden Triptych, but that work contains a better handling of spatial depth; Mary's throne is moved back, and the donors and saints are relegated to wing panels. The figures in Canon van der Paele are within a more confined space, are somewhat cramped, but far more monumental. The Child has curly blond hair and sits on a white cloth, animated and upright, at the side of the Virgin's lap. Like Mary, his body is shown frontally, his head in three quarters view. He reaches for what seems to be a parrot perched on her lap. At some point the Child's nudity was covered up; this overpaint was removed during a late 20th-century restoration. He is intended to represent both the host and Eucharist, common allusions in Early Netherlandish art and reflecting that the panel was intended for the celebration of Mass. #### St. George St. George stands in lavishly decorated armour, and appears relaxed and nonchalant, raising his helmet and left hand to introduce van der Paele. The saint was the donor's name saint and St. Donatian's Cathedral was built (c. 950) to house a relic of one of his arm bones. George's armour is similar to that of St. Michael in van Eyck's Dresden Triptych, while his steel shield resembles those in the Knights of Christ panel of the Ghent altarpiece. Art historian Max Jakob Friedländer notes how St. George seems hesitant and unsure of himself in such a solemn and reserved setting. He has a very young face, and seems barely in his teens, with a gawky face, which according to Friedländer "forms a strange contrast to the aged, ponderous canon". George is unsteady on his feet, and appears to struggle with having to raise his helmet while simultaneously presenting the donor, and "this seems to embarrass him". George is the only figure whose feet are exposed. The uncertain manner in which he gestures to the Virgin gives the impression of a shy and uncertain nature; and he raises his helmet in a hesitant manner. Friedländer observes that George's head is slightly inclined, his face "twisted into an empty smile". The Virgin and Child can be seen in the reflection of George's helmet. Van Eyck alludes to his own artistry by including his self portrait as a reflection on the knight's shield. The artist depicts himself standing at his easel, in a manner that strongly resembles the self-portrait reflected in the mirror in his Arnolfini Portrait. In both that work and here, he shows himself wearing a red turban similar to that seen in the possible self-portrait Portrait of a Man, of 1433. #### Joris van der Paele The painting marks a departure from conventional and contemporary European epitaphs by placing the saints and mortal donor within the same pictorial space. Van der Paele kneels to the right of the Virgin and Child and seems a somewhat distracted and absent-minded figure. This is intentional, an indication that he is, in the words of art historian Bret Rothstein, "disconnected from the perceptible world", and fully absorbed in the spiritual realm. This notion is reinforced by his glasses which, although they imply education, wealth and learning, also allude to fallibility of the human, earthly senses. In keeping with the conventions of late medieval art, van der Paele does not look directly at any of the heavenly figures, but stares into the middle distance, observing social and spiritual decorum. Van Eyck does not shy from showing the physical effects of the canon's illness, including worn, crevassed and tired skin, weak vision, enlarged temporal arteries and swollen fingers. The awkwardness with which van der Paele clutches his breviary suggests weakness in his left arm; van de Paele probably suffered acute arm and shoulder pain, borne out by early 1430s church records documenting that he was excused from morning duties, and absent all day by 1434. His condition has been diagnosed by modern doctors as possibly polymyalgia rheumatica and temporal arteritis. A restoration of the painting in 1934 by Jef Van der Verken painted over a lesion on the lower lip of van der Paele which was visible in older black-and-white photographs taken by Fierens Gevaert. The art critic and dermatologist Jules Desneux diagnosed it as a potentially malignant plaque keratosique. ## Iconography Virgin and Child is rich with seamlessly woven iconography. Broadly, the elements on the left, including the imitation carvings, reference Christ's death, and those on the right his Resurrection. The painting contains examples of van Eyck's habit of presenting the viewer with what art historian Craig Harbison describes as "a transfigured view of visible reality", via the placement of small, unobtrusive, details which "illustrated not earthly existence but what [van Eyck] considered supernatural truth. They would have been easy to discern for a medieval viewer". The figures are in a church, surrounded by an arcade of semi-circular arches, which suggests it might be a choir. The scene seems to be illuminated from invisible windows, with light spilling from the left foreground and the leaded windows behind the Virgin's throne. Mary's throne is placed where the altar would normally be positioned. The Child's white cloth is draped over Mary's red robe, which may represent veiled host during celebration of the Eucharist; a reference to Christ's death and resurrection. The churches in van Eyck's work are not based on historical buildings, but were amalgams of different buildings and fictitious spaces. The church might resemble St. Donatian's, which has since been demolished; it seems to share similarities with the Church of the Holy Sepulchre in Jerusalem, with elements of Romanesque architecture. Van Eyck's paintings are often spatially ambiguous; the more the viewer looks at them the more questions are raised. Reflecting a consensus among art historians, Ward interprets the contradictions as "either curiously incoherent or deliberately designed to enact a complex symbolic message." Mary holds a stem that appears to grow from the parrot's feathers, culminating in a bouquet of red, white and blue flowers. A parrot was sometimes used as an emblem for the Virgin, but its juxtaposition with the plant is incongruous. The parrot and plant emphasise the floral background, symbolising the Garden of Eden, accented by the figures of Adam of Eve. The flowers' colours represent purity, love and humility; its petals are a symbol of the cross and Christ's sacrifice. The narrative of original sin, the expulsion and redemption is thus captured in a single realistic device. The carved representations of Adam and Eve appear on the uprights of the throne. The capitals on the arms of the throne show Cain beating Abel to death with a club to Mary's left, and Samson opening the lion's jaws to her left. The carvings on the architectural capitals depict Old Testament scenes, including the meeting of Abraham and Melchizedek and the Sacrifice of Isaac. ## Frame and inscriptions The panel is made from six horizontal boards linked by butt joins reinforced with a cylindrical rod, with the joins glued with plant fibres. The reverse is not painted, indicating it was intended to hang against a wall. The frame comprises a main frame nailed and screwed at the side to two outer parts. The borders do not show signs of having hinges, indicating that the work was meant as a stand-alone panel, and not as part of a triptych. The corners are assembled with mortise and tenon. Each corner is reinforced by two pegs. The boards were originally painted a uniform brown, and were degraded by gloss and overprint over the centuries. Following a series of restorations, mainly by Jef Van der Veken in 1933-34 and Edmond Florens in 1977, they are in good condition. The inscriptions were placed on flat strips between the mouldings. The frame is richly inscribed, with van Eyck's signature, the coats of arms of both Van der Paele's paternal and maternal families, lettering identifying each of the two attendant saints, and a passage praising the Virgin. The inscriptions are painted in an illusionistic manner. Those on the lower border appear to be in raised cast brass lettering, those on the order borders appear to have been cut into the frame's timber. The inscription on the frame beside St. Donatian reads "SOLO P[AR]TV NON[VS] FR[ATRV]M. MERS[VS] REDIT[VR]. RENAT[VS] ARCH[IEPISC]O[PVS] PR[I]M[VS]. REMIS CONSTITVITVR. QVI NV[N]C DEO FRVITVR." (He was the youngest of nine brothers; thrown into the water, he returned to life and became the first archbishop of Reims. He enjoys now the glory of God). Those beside St. George read "NATUS CAPADOCIA. X[PIST]O MILITAVIT. MVNDI FVG[I]E[N]S OTIA. CESU TRIVMPHAVIT. HIC DRACONEM STRAVIT" (Born in Cappadocia, he was soldier of Christ. Fleeing the idleness / pleasures of the world, he triumphed over death and vanquished the dragon. The letters ADONAI are inscribed on George's breastplate. Mary's robe is embroidered with Latin text, taken from the : Est enim haec speciosior sole et super omnem stellarum dispositionem. Luci conparata invenitur prior ("For she is more beautiful than the sun, and excels every constellation of the stars. Compared with the light she is found to be superior"). Van Eyck used a similar device in his Berlin Madonna in the Church, completed c. 1438–40. ## Provenance and influence The painting remained in the church for which it was painted until after the French Revolution, and was one of the well-known artistic attractions of Bruges for visitors. It was presumably one of the paintings in the church praised by Albrecht Dürer in his diary in 1521. In 1547 Mary of Hungary, Governess of the Spanish Netherlands, wanted to buy it for her collection, but the chapter politely refused, saying this would create "moans, protests, uproar and complaints" from the people. During a spate of Calvinist mob iconoclasm in 1578 it was moved to a private house for safety, and by 1600 it had been given a setting with side wings and now formed the main altarpiece, replacing a destroyed metalwork retable of the 14th century. But by perhaps 1628 it was in the sacristy and from 1643 above a new side altar. The painting was acquired, along with many other Netherlandish and Flemish works, by the Musée du Louvre in 1794, during the plundering of the estates of aristocrats in the years of the French revolutionary army's occupation of the Southern Netherlands. Other works acquired in this way include the centre panels of van Eyck's Ghent Altarpiece, Hans Memling's Moreel Triptych and Gerard David's Judgement of Cambyses. Many, including the van der Paele panel, were returned to Bruges in 1816. The return of the panel became entangled in a dispute over control and ownership between the French and Dutch-speaking officials of Bruges, but it was entrusted to the Flemish Academy of Bruges. In 1855 it became part of the municipal collections, at first at the Bogaerdeschool Museum, until it became part of the collection of the Groeningemuseum in 1930. The painting was widely influential in the 15th and 16th centuries. The set piece of Van Eyck's enthroned Virgin, with a distracted Child on her lap was both widely copied, and became a standard for the following 150 years. There are numerous surviving contemporary close and free copies, the most significant of which is the Royal Museum of Fine Arts Antwerp. Adriaen Isenbrandt included van der Paele's head in his Mass of St Gregory of 1550. Both panel and frame are in good condition. That the panel retains its original frame makes it especially interesting to art historians, apart from its aesthetic qualities. It has suffered little paint loss, board cracking, or other damage, and has been cleaned several times since it came into the possession of the Groeningemuseum. ## See also - List of works by Jan van Eyck
12,014,603
Operation Passage to Freedom
1,170,159,368
United States–facilitated transport of people from North Vietnam to South Vietnam (1954–1955)
[ "1954 in Vietnam", "1955 in Vietnam", "Evacuations", "Ngo Dinh Diem", "South Vietnam–United States relations", "Vietnamese migration" ]
Operation Passage to Freedom was a term used by the United States Navy to describe the propaganda effort and the assistance in transporting in 310,000 Vietnamese civilians, soldiers and non-Vietnamese members of the French Army from communist North Vietnam (the Democratic Republic of Vietnam) to non-communist South Vietnam (the State of Vietnam, later to become the Republic of Vietnam) between the years 1954 and 1955. The French and other countries may have transported a further 500,000. In the wake of the French defeat at the Battle of Dien Bien Phu, the Geneva Accords of 1954 decided the fate of French Indochina after eight years of war between the French Union forces and the Viet Minh, which fought for Vietnamese independence under communist rule. The accords resulted in the partition of Vietnam at the 17th parallel north, with Ho Chi Minh's communist Viet Minh in control of the north and the French-backed State of Vietnam in the south. The agreements allowed a 300-day period of grace, ending on May 18, 1955, in which people could move freely between the two Vietnams before the border was sealed. The partition was intended to be temporary, pending elections in 1956 to reunify the country under a national government. Between 600,000 and one million people moved south, including more than 200,000 French citizens and soldiers in the French army while between 14,000 and 45,000 civilians and approximately 100,000 Viet Minh fighters moved in the opposite direction. The 1954–1955 Great Migration of Northerners was facilitated primarily by the French Air Force and Navy. American naval vessels supplemented the French in evacuating northerners to Saigon, the southern capital. The operation was accompanied by a large humanitarian relief effort, bankrolled mainly by the United States government in an attempt to absorb a large tent city of refugees that had sprung up outside Saigon. For the US, the migration was a public relations coup, generating wide coverage of the flight of Vietnamese from the perceived oppression of communism to the "free world" in the south. The period was marked by a Central Intelligence Agency-backed propaganda campaign on behalf of South Vietnam's Roman Catholic Prime Minister Ngo Dinh Diem. The campaign was usually viewed to exhort Catholics to flee "impending religious persecution" under communism, and around 60% of the north's 1.14 million Catholics immigrated. The Viet Minh also tried to forcefully prevent would-be refugees from leaving, especially in rural areas where there were no French or American military forces. The migration was conventionally supposed to boost the Catholic power base of Diem; whereas the majority of Vietnam's Catholics previously lived in the north, now most were in the south. Fearing a communist victory, Diem cancelled the elections. Believing the newly arrived Catholics to be a bastion of solid anti-communist support, Diem supposedly treated the new constituents as a special interest group. In the long run, the northern Catholics never fully integrated into Southern society and Diem's alleged favouritism toward them were often thought to cause tension that culminated in the Buddhist crisis of 1963, which ended with his downfall and assassination. In fact, Catholics moving to the South were foremost the active agents of their own lives, not because of the CIA or Ngô Đình Diệm's efforts. About 25% of the migrants were non-Catholic and a number of Catholics who moved to the South did not do so because of their religion. Northern Catholic émigrés actually brought complex challenges to the Church in South Vietnam, and Ngô Đình Diệm also did not resettle northern Catholics in and around Sài Gòn as a deliberate and strategic policy. As Vietnamese Catholics were far from monolithic, and were not in any way unified in their political stances, it is a myth to conflate "Catholic refugees with all Catholics, with all refugees or with staunch supporters of Ngô Đình Diệm". In reality, the Personalist Revolution under Diệm's regime promoted religious freedom and diversity to oppose communism's atheism. However, this framework itself ultimately enabled Buddhist activists to threaten the state that supported their religious liberty. ## Background At the end of World War II, the Viet Minh had proclaimed independence under the Democratic Republic of Vietnam (DRV) in September 1945. This occurred after the withdrawal of Imperial Japan, which had seized control of French Indochina during World War II. The military struggle restarted in November 1946 when France attempted to reassert control over Indochina with an attack on the northern port city of Haiphong. The DRV was recognised by the Soviet Union and the People's Republic of China (PRC), while the western powers recognised the French-backed State of Vietnam, nominally led by Emperor Bảo Đại, but with a French-trained Vietnamese National Army (VNA) which was loyal to the French Union forces. In May 1954, after eight years of fighting, the French were surrounded and defeated in a mountainous northern fortress at the Battle of Dien Bien Phu. France's withdrawal from Indochina was finalised in the Geneva Accords of July 1954, after two months of negotiations between Ho's DRV, France, the PRC and the Soviet Union. Under the terms of the agreement, Vietnam was temporarily divided at the 17th parallel north pending elections in 1956 to choose a national government that would administer a reunified country. The communist Viet Minh were left in control of North Vietnam, while the State of Vietnam controlled the south. French Union forces would gradually withdraw from Vietnam as the situation stabilised. Both Vietnamese sides were unsatisfied with the outcome at Geneva; Ngo Dinh Diem, Prime Minister of the State of Vietnam, denounced France's agreement and ordered his delegation not to sign. He stated "We cannot recognise the seizure by Soviet China . . . of over half of our national territory" and that "We can neither concur in the brutal enslavement of millions of compatriots". North Vietnamese Prime Minister Phạm Văn Đồng expressed bitterness after his Soviet and Chinese backers threatened to cut support if he did not agree to the peace terms; Dong had wanted to press home the Viet Minh's military advantage so they could lay claim to more territory at the negotiating table. Under the accords, there was to be a period in which free civilian movement was allowed between the two zones, whereas military forces were compelled to relocate to their respective sides. All French Far East Expeditionary Corps and VNA forces in the north were to be evacuated south of the 17th parallel, while all Viet Minh fighters had to relocate to the north. The accords stipulated that civilians were to be given the opportunity to move to their preferred half of Vietnam. Article 14(d) of the accords stated that: > Any civilians residing in a district controlled by one party who wish to go and live in the zone assigned to the other party shall be permitted and helped to do so. Article 14(d) allowed for a 300-day period of free movement between the two Vietnams, ending on May 18, 1955. The parties had given little thought to the logistics of the population resettlement during the negotiations at Geneva, and assumed the matter would be minor. Despite claiming that his northern compatriots had been "enslaved", Diem expected no more than 10,000 refugees. General Paul Ely, the French Commissioner-General of Indochina, expected that around 30,000 landlords and business executives would move south and proclaimed that he would take responsibility for transporting any Vietnamese who wanted to move to territory controlled by the French Union, such as South Vietnam. French Prime Minister Pierre Mendès France and his government had planned to provide aid for around 50,000 displaced persons. Mendes-France was sure that the FFEEC would be able to handle the work all by itself. The Americans saw the period as an opportunity to weaken the communist north. ## Evacuation The predictions made by Diem and Ely were extremely inaccurate. There had been heavy fighting in northern Vietnam, where the Vietminh were at their strongest, and many people had been forced to abandon their homes. Although French charities had been operating in the north, the refugee camps were disorganised and were able to provide little more than shelter. As a result, there was a great number of northerners who wanted to leave and start a new life in the south. The French started their evacuation with their pre-conceived notion that few would want to head south. As knowledge of the migration program spread through the communist-controlled north, thousands of predominantly northern Catholic asylum-seekers descended on the capital Hanoi and the port of Haiphong, both of which were still in French control. This led to anarchy and confusion as the emigrants fought over limited shelter, food, medicine and places on the ships and planes that were bound for the south. By early August, there were over 200,000 evacuees waiting in Hanoi and Haiphong. Initially the ad hoc camps had insufficient sanitation and water quality control, leading to the possibility of outbreaks of disease. Some American representatives said that they were the worst conditions they had seen. The conditions continued to be poor and chaotic after the evacuation got into full swing, and did not improve significantly for a month. There was no organization infrastructure as far as registration or medical records and immunization of the waiting evacuees. The communists thus sent their propaganda activists through the camps and said that the lack of organisation proved that life for prospective refugees would be even worse in the south, where they would be completely under the control of South Vietnam. The French Navy and Air Force had been depleted during World War II. They were unable to deal with the unexpectedly large number of refugees. This was exacerbated by their unwillingness to allow civilian evacuees to travel on trains from outlying districts to Hanoi and Haiphong, as their priority was evacuating their military personnel and equipment. France asked Washington for assistance, so the US Department of Defense ordered the US Navy to mobilise an evacuation task force. The American government saw the evacuation as an opportunity to weaken the communists by providing for and thereby winning the loyalty of the refugees to the anti-communist cause. The United States Operation Mission proposed that aside from helping to evacuate refugees to the south and thereby draining the communist population base, the Americans should provide healthcare, shelter, food and clothing in order to help the anti-communists win the fidelity of their compatriots. Another benefit of participating in the evacuation was that American personnel would be on the ground in North Vietnam, allowing them to gather intelligence on communist activities. Accordingly, Task Force 90 (CTF-90) was inaugurated under the command of Rear Admiral Lorenzo Sabin. US servicemen renovated and transformed cargo vessels and tank carriers to house the thousands of Vietnamese who would be evacuated in them. The repairs were frequently done en route to Haiphong from their bases at Subic Bay in the Philippines. Sabin had no prior involvement in humanitarian matters, and he and his staff prepared Operation Order 2–54—the 114-page policy framework for the operation—in the space of a week during their sea voyage from Japan to Vietnam. The first US vessel to participate in the mass evacuation was the Menard, which left Haiphong on August 17. It carried 1,924 refugees for a 1,600 kilometre, three-day journey to the southern capital. By this time, there were already 132,000 people registered at the waiting areas, although very few had any identification. As a result, there would be more work to be done in identifying their needs once they arrived in the south. The Montrose followed on the next day, with 2,100 passengers. Both were originally built as attack transport vessels. In August, the US policy was liberalised so that Vietnamese and French military personnel could also be evacuated at the discretion of CTF-90 and the Chief Military Assistance Advisory Group (CHMAAG). To cope with the rising volume of southbound sea transport, CHMAAG established a refugee debarkation site at Vũng Tàu, a coastal port at the entrance of the Saigon River. This site relieved congestion in the Saigon refugee camps and decreased the traffic bottlenecks along the river. A setback occurred when a typhoon struck the Haiphong area, destroying almost half of the refugee staging area. Despite the problems, by September 3, the US Navy had evacuated 47,000 northerners after only two weeks of operations. The high rate of evacuation caused the South Vietnamese government to order that only one shipment of at most 2,500 passengers was to arrive in Saigon or Vũng Tàu per day, until September 25. The population pressure in the south was eased as incoming numbers fell due to Viet Minh propaganda campaigns and forcible detention, combined with the rice harvesting season, which had prompted some to delay their departure. Some were even waiting to finish all their business deals before moving in the Lunar New Year. On October 10, the Viet Minh were given full control of Hanoi, closing off one point of evacuation for those who wanted out. Some also decided to stay behind and see how the Viet Minh would treat the inhabitants of Hanoi before making a decision on whether to leave their ancestral lands. On October 20, the French authorities that were still in control of the ports decided to waive docking fees on US vessels engaged in the evacuation. Because of the high demand, the naval vessels had to travel quickly; one ship completed one round trip in a record of only six days. The record for the most passengers taken in one journey was set by the USS General Black, which sailed on October 29 with 5,224 Vietnamese aboard. In November, the evacuation was further hampered by another typhoon, while the entire crew of one American vessel were struck down by a scabies outbreak. In December, because of Viet Minh obstruction, which prevented people from rural and regional areas from travelling to Hanoi and Haiphong to emigrate, the French Navy sent ships to hover just off the coast near the regional town of Vinh to evacuate refugees. According to COMIGAL, the South Vietnamese government agency responsible for the migration, French aircraft made 4,280 trips, carrying a total of 213,635 refugees. A total of 555,037 passengers were recorded on 505 sea trips. The French Navy accounted for the vast majority of the naval evacuees, with 388 voyages, while the US Navy made 109. British, Taiwanese and Polish ships made two, two and four journeys respectively. The official figures reported that a total of 768,672 people had migrated under military supervision. Of this number around 190,000 were French and Saigon soldiers and returned prisoners; some 43,000 were military dependents, "15,000–25,000 Nung tribesmen who were military auxiliaries, between 25,000 and 40,000 French citizens, and about 45,000 Chinese residents." It also included several thousand people who had worked for the French and Vietnamese administrations in the North. The official figures recorded that more than 109,000 people journeyed into the south by their own means, some arriving outside the 300-day period. These people typically crossed the river that divided the zones on makeshift rafts, sailed on improvised watercraft into a southern port, or trekked through Laos. As of 1957, the South Vietnamese government claimed a total of 928,152 refugees, of whom 98.3% were ethnic Vietnamese. The 1957 report said that 85% were engaged in farming or fishing for their livelihood and 85% were Catholics, while the remainder were Buddhists or Protestants. However, an October 1955 government report claimed that 76.3% were Catholics, 23.5% were Buddhists and 0.2% Protestants. In 1959, however, the head of COMIGAL, Bui Van Luong, admitted that the actual number of refugees could have been as low as 600,000. The official data excluded approximately 120,000 anti-communist military personnel and claimed that only 4,358 people moved north, though no historians consider this number credible. The northward migration was attributed to itinerant workers from rubber plantations who returned north for family reasons. An independent study by the French historian Bernard B. Fall determined that the US Navy transported around 310,000 refugees. The French were credited with around 214,000 airlifted refugees, 270,000 seaborne refugees and 120,000 and 80,000 Vietnamese and French military evacuees respectively. During the US Navy voyages, 54 people died on board, and 111 babies were born. Fall believed that of the 109,000 refugees who went south by their own means, a large number hitchhiked on southbound French transport vessels that were not related to the migration operation. Fall felt that the figures were likely to have been overestimated, due to immigration fraud. Some refugees would travel south and register themselves, before smuggling themselves onto vessels returning north for another shipment of humans. They would then return south and re-register to claim another aid package. Likewise, with instances of entire villages moving south, the authorities frequently did not explicitly count the number of villagers, but simply took the word of the village leaders. The chiefs would often inflate the population figures to claim more aid rations. The mass exodus did not disrupt the north largely because whole villages often emigrated, instead of half a village moving and leaving the remainder of the community in disarray. Fall estimated that around 120,000 Viet Minh troops and their dependents went north. Most of these evacuations were attributed to Viet Minh military strategy, with some being ordered to stay behind in readiness for future guerrilla activities. The northward movement was facilitated by vessels leaving from assembly areas at Qui Nhơn and Cà Mau at the southernmost extremity of Vietnam. The voyages to North Vietnam were provided by empty French ships heading back north to fetch more southbound anti-communists, as well vessels from communist nations such as Poland. The Viet Minh also actively cultivated the Montagnard indigenous people of Vietnam, whose land in the Central Highlands was encroached upon by incoming northern settlers. The communists spread propaganda through broadcasts in tribal languages and infiltrated the highland areas. According to a study by the Michigan State University Group, some 6,000 tribespeople went north with the communists, accompanied by some Viet Minh who had adopted the indigenous culture. The largest numbers of Catholic refugees came from the two northern dioceses with the highest percentage of Catholics in Vietnam. These were Phát Diêm and Bùi Chu, mainly located in modern-day Ninh Bình and Nam Định Provinces respectively. The bishops of the dioceses had been strident opponents of the communists, and both had organised Catholic paramilitary groups that fought against the Viet Minh, which had long identified Catholics with colonial collaborationism. When the communists had gained the upper hand in the north, many Catholics had already begun making preparations to move to the south, where the communists were less influential, and large movements began immediately when news of the partition came through. After the defeat of French Union forces at Dien Bien Phu, French officers had evacuated their troops from Bui Chu and Phat Diem to reinforce the area between Hanoi and Haiphong which they still controlled, making it very easy for the communists to progress through the Catholic strongholds. The French withdrawal was not announced and was supposed to be secret, but the local church leadership found out quickly and the local Catholic community had already begun to move to the ports before end of talks in Geneva. By the time the accords were signed, 45,000 Catholic refugees were already waiting in Hanoi, Haiphong or Hải Dương. According to the records of the Catholic Church, over 70% of Catholics in Bui Chu and Phat Diem left, compared to around 50% in most other areas. The Catholic records claim that only a third of Hanoi Catholics left, and that around 80% of all clergy left. In all areas, a higher proportion of priests left than laypeople, which has been attributed to the communists inflicting heavier punishments on more prominent opposition figures, such as clerics. The departure rate was also lower in areas further removed from the coastal areas and departure ports; in Hưng Hóa, only 11.8% of Catholics were recorded by their diocese as have migrated. It has been speculated that the low rate of Hanoi residents choosing to depart may have been because the city was relatively untouched by the decade of fighting, and that the varying and high rate of departures among rural Catholics was due to the influence of the local clergy; priests in northern Vietnam were noted to be more theocratic and involved in civic decision-making. They used a variety of ways to persuade their disciples to migrate; some explained their belief that circumstances would be difficult for people who did not immigrate, some simply gave dogmatic reasons such as "God is not here any more", while others gave no reason at all and made declarations such as "We are leaving tomorrow" in the expectation that their followers would obey without question. Surveys on the immigrants suggested they were largely content to follow the recommendation of the local priest. In some areas, the bishop in charge of the diocese told Catholics to stay, but laypeople were more likely to leave or stay depending on the stance of the local priest with whom they had regular contact; in many cases, such as in Hanoi, a majority of priests ignored their bishop and left anyway. In many cases, families left some members behind in the hope that they would retain land for the family, while there were reports that a minority of Catholics with links to the communists decided to stay willingly. The US provided emergency food, medical care, clothing and shelter at reception centres in Saigon and elsewhere in the south. American sources donating through the United States Operations Mission (USOM) were responsible for 97% of the aid. The USOM sent public health professionals to help with sanitation in an attempt to prevent the spread of disease. Doctors and nurses were sent to help train local workers in healthcare procedures, so that they would eventually be able to take care of the medical needs refugees. In order of contributions to the aid efforts, the US were followed by France, United Kingdom, Australia, West Germany, New Zealand and the Netherlands. Australian sent farming equipment and accompanying technical instructors under the Colombo Plan. With most of the refugees being Catholic, the voluntary agencies most prominent in helping the US and French governments with humanitarian relief efforts were Catholic. The National Catholic Welfare Conference and Catholic Relief Services contributed over US\$35 million (\$ as of 2023) and sent hundreds of aid workers to South Vietnam. US clerics such as Joseph Harnett spent more than a year supervising the establishment of humanitarian and religious projects in Saigon. These included the establishment and maintenance of orphanages, hospitals, schools and churches. Harnett's volunteers fed rice and warm milk to 100,000 refugees on a daily basis. Tens of thousands of blankets donated by the American Catholic organisations served as beds, makeshift roofs against monsoonal downpours and as temporary walls in mass housing facilities. The United Nations Children's Fund contributed technical assistance and helped to distribute merchandise, foodstuffs and various other gifts. ## Role of propaganda campaigns The US ran a propaganda campaign through the Central Intelligence Agency (CIA) to enhance the size of the southward exodus. The program was directed by Colonel Edward Lansdale, who masqueraded as the assistant US air attaché in Saigon while leading a covert group that specialised in psychological warfare. Lansdale had advised Diem that it was imperative to maximise the population in the south in preparation for the national reunification elections. When Diem noted the limited ability of the south to absorb refugees, Lansdale assured him that the US would bear the burden. Diem thus authorised Lansdale to launch the propaganda campaign. According to the historian Seth Jacobs, the campaign "ranked with the most audacious enterprises in the history of covert action". Lansdale recollected that "U.S. officials wanted to make sure that as many persons as possible, particularly the strongly anti-communist Catholics, relocated in the South". While many Diem supporters claimed that the mass exodus was proof of the popularity of Diem and the people's hatred of communism, the CIA operative Chester Cooper said "the vast movement of Catholics to South Vietnam was not spontaneous". However, while Lansdale is often credited by historians—usually those critical of his influence—with the large exodus of refugees due to superstition, he rejected the notion that his campaign had much effect on popular sentiment, saying in later years: "People don’t just pull up their roots and transplant themselves because of slogans. They honestly feared what might happen to them, and their emotion was strong enough to overcome their attachment to their land, their homes, and their ancestral graves. So the initiative was very much theirs—and we mainly made the transportation possible." Some northerners who stayed behind and were interviewed half a century later said that they had not come across any pro-migration propaganda and said that their decisions were based on discussions with fellow locals. They said that concerns over the possible effects of communist rule were discussed among themselves independent of outside information. Lansdale employed a variety of stunts to encourage more northerners to move south. South Vietnamese soldiers in civilian clothing infiltrated the north, spreading rumours of impending doom. One story was that the communists had a deal with Vietnam's traditional enemy China, allowing two communist Chinese divisions to invade the north. The story reported that the Chinese were raping and pillaging with the tacit approval of the communists. Lansdale hired counterfeiters to produce bogus Viet Minh leaflets on how to behave under communist rule, advising them to create a list of their material possessions, so that the communists would be able to confiscate them more easily, thereby fomenting peasant discontent. Lansdale's men forged documents allegedly issued by the Vietminh that promised to seize all private property. He claimed that "The day following distribution of these leatlets, refugee registration tripled". The Central Evacuation Committee in Haiphong, an American-funded group, issued pamphlets claiming that in South Vietnam, "the cost of living is three times less", and that there would be welfare payments and free ricelands, the latter two of which were false. They also said that "By remaining in the North you will experience famine and will damn your souls. Set out now, brothers and sisters!" The most inflammatory rumour spread by agents of the CIA was that Washington would launch an attack to liberate the north when all anti-communists had fled south. It claimed that the Americans would use atomic bombs and that the only way of avoiding death in a nuclear holocaust was to move south. Lansdale had CIA artists create pamphlets showing three mushroom clouds superimposed on a map of Hanoi, and CIA assets were infiltrated into North Vietnam and disseminated the pamphlets. Lansdale's saboteurs also poured sugar into the petrol tanks of Viet Minh vehicles. Soothsayers were bribed to predict disaster under communism, and prosperity for those who went south. Lansdale's campaign focused on northern Catholics, who were known for their strongly anti-communist tendencies. His staff printed tens of thousands of pamphlets with slogans such as "Christ has gone south" and "the Virgin Mary has departed from the North", alleging anti-Catholic persecution under Ho Chi Minh. Posters depicting communists closing a cathedral and forcing the congregation to pray in front of Ho, adorned with a caption "make your choice", were pasted around Hanoi and Haiphong. Diem himself went to Hanoi several times in 1954 while the French were still garrisoned there to encourage Catholics to move, portraying himself as a savior of Catholics. The campaign resonated with northern Catholic priests, who told their disciples that Ho would end freedom of worship, that sacraments would no longer be given and that anyone who stayed behind would endanger their souls. A survey of refugees some five decades later confirmed that they felt their interests would be best served under a Catholic leader and that Diem had substantial personal appeal due to his religion. Some have argued that the Catholics would have left regardless of Lansdale's activities, as they had first-hand experiences of their priests and co-religionists being captured and executed for resisting the communist revolution. The "Psywar theory" itself were not advanced by Lansdale and his supporters, but by Vietnamese communist officials. They claimed that Catholics were forced and seduced to immigrate by American imperialists and Ngô Đình Diệm clique. In fact, propaganda by Lansdale did not have much influence on Catholics' decision to move. The reasons why some Catholics moved to the South had little or nothing to do with Catholicism. They could be a diversity of concerns and motives just like about 25% of the migrants who were non-Catholic. Regardless of the impact of the propaganda campaigns, the Catholic immigrants helped to strengthen Diem's support base. Before the partition, most of Vietnam's Catholic population lived in the north. After the borders were sealed, the majority were now under Diem's rule. The Catholics implicitly trusted Diem due to their common faith and were a source of loyal political support. One of Diem's main objections to the Geneva Accords—which the State of Vietnam refused to sign—was that it deprived him of the Catholic regions of North Vietnam, and he had unsuccessfully called for Bui Chu and Phat Diem to be omitted from the communist zone. With entire Catholic provinces moving south en masse, in 1956 the Diocese of Saigon had more Catholics than Paris and Rome. Of Vietnam's 1.45 million Catholics, over a million lived in the south, 55% of whom were northern refugees. Prior to this, only 520,000 Catholics lived in the Dioceses of Saigon and Huế combined. Lansdale employed the refugee movements as a cover for paramilitary activities from his Saigon Military Mission. Apart from anti-communist campaigning, economics was another factor in moving south. The US gave handouts of US\$89 () for each refugee who moved; the per capita income in Vietnam at the time was only \$85 per year (). Others have pointed to natural geographic factors unrelated to and uncontrollable by political regimes. They point to the fact that the land in the south was seen as being more productive, and memories of the Great Vietnamese Famine of 1945, which killed millions in the north, as reasons independent of politics that motivated migrants. In the mid-1950s, northern Vietnam again suffered food shortages, and some migrants have cited food security as motive for relocation. Adding to this was a general perception that Saigon was a more modern city with more economic vibrancy. Earlier in the 20th century, there had also been instances of campaigns by Catholics to encourage southerly migration to exploit underdeveloped land in the south, so it was not a new concept for them. The Viet Minh engaged in counter-propaganda campaigns in an attempt to deter the exodus from the north. They moved through the neighbourhoods of Hanoi and Haiphong on a daily basis, passing out their pamphlets. Evacuees reported being ridiculed by the Viet Minh, who claimed that they would be sadistically tortured before being killed by the French and American authorities in Haiphong. The communists depicted the personnel of Task Force 90 as cannibals who would eat their babies, predicting disaster in the jungles, beaches and mountains of South Vietnam. They further said that the Americans would throw them overboard to drown in the ocean. The Viet Minh boasted to the emigrants that it was a high and futile risk, asserting that the 1956 reunification elections would result in a decisive communist victory. The communist efforts were helped by the fact that many French or State of Vietnam offices in the north evacuated their personnel and sold or otherwise left behind their printing facilities, many of which fell into Viet Minh hands. ## Communist prevention of emigration Along with counter-propaganda, the Viet Minh also sought to detain or otherwise prevent would-be refugees from leaving. As the American and French military personnel were only present in the major cities and at air bases and on the waterfront, the communists tried to stop people from trying to leave through a military presence in the ruralside to interdict the flow of would-be refugees. According to Robert F. Turner and the Hoover Institution, as many as 2 million more might have left had it not been for the presence of Viet Minh soldiers, who according to them frequently beat and occasionally killed those who refused to turn back. The communists were most effective in Nghệ An and Thanh Hóa Provinces, which they had long controlled; only 20% of Catholics in Thanh Hóa migrated. In parts of the Red River Delta, ferry services and other water traffic were shut down so that refugees would not be able to travel to Haiphong. In some cases there were reports of thousands-strong groups of refugees being forced back by similar numbers of armed communist cadres. As a result, many refugees headed directly for the nearest coastal point to wait for passing vessels. In one sweep of the coast near the Catholic stronghold of Phát Diêm, the French Navy picked up 42,000 stranded refugees in two days. The VNA also swept the area in late 1954 for two days, picking up several thousand refugees, but increasing communist attacks forced them to stop. In some rural coastal areas where it was common for refugees to converge before boarding vessels to connect to the long-distance naval vessels taking them south, the Viet Minh installed mortars on the beaches to deter prospective immigrants. They prohibited mass gatherings in an attempt to stop entire villages or other large groups of people from emigrating together, and also isolated people who sold their water buffalo and other belongings, as this was a clear sign that they intended to end their farming. Both the Americans and the South Vietnamese lodged complaints to the International Control Commission about the violations of the Geneva Accords, but little action was taken. According to B. S. M. Murti, the Indian representative on the ICC, the communists did not try to stop the refugees at first, but increased their efforts over time as it became clearer that large proportions of the population wanted to emigrate. ## Media and public relations The United States reaped substantial public relations benefits from the mass exodus, which was used to depict the allure of the "free world". This was enhanced by the comparatively negligible number of people who voluntarily moved into the communist north. The event generated unprecedented press coverage of Vietnam. Initially however, the press coverage was scant, and Admiral Sabin bemoaned the lack of promotional work done by the US Navy to publicise the evacuation among the American media. At one point, a journalist from the Associated Press travelled from Manila to Haiphong, but was ordered back by superiors on the grounds that Americans were not interested in the subject. However, over time, the media interest grew. Many prominent news agencies sent highly decorated reporters to cover the event. The New York Times dispatched Tillman and Peggy Durdin, while the New York Herald Tribune sent the Pulitzer Prize-winning war reporters Marguerite Higgins and Homer Bigart. Future US embassy official John Mecklin covered the event for Time Life. The press reports presented highly laudatory and emotional accounts of the mass exodus of Vietnamese away from the communist north. Time Life called the mass migration "a tragedy of almost nightmarish proportions ... Many [refugees] went without food or water or medicine for days, sustained only by the faith in their heart." In the American Catholic press, the migration was given front-page coverage in diocesan newspapers. The accounts were often sensationalist, demonizing the communist Viet Minh as religious persecutors who committed barbaric atrocities against Catholics. Our Sunday Visitor called the "persecution" in Vietnam "the worst in history", alleging that the Viet Minh engaged in "child murder and cannibalism". San Francisco's Monitor told of a priest whom the Viet Minh "beat with guns until insensible and then buried alive in a ditch". Newark, Ohio's The Advocate posted an editorial cartoon titled "Let Our People Go!", depicting mobs of Vietnamese refugees attempting to break through a blood-laced fence of barbed wire. Milwaukee's Catholic Herald Citizen described two priests who had allegedly been chained together and "suffered atrocious and endless agony". Other papers depicted the Viet Minh blowing up churches, torturing children and gunning down elderly Catholics. One paper proclaimed that "the people of Vietnam became a crucified people and their homeland a national Golgotha". The Catholic media also ran stories about Buddhist refugees who converted, hailing it as proof of their religion's superiority. ## Social integration The mass influx of refugees presented various social issues for South Vietnam. The new arrivals needed to be integrated into society with jobs and housing, as long periods in tents and temporary housing would sap morale and possibly foster pro-communist sympathies. Diem had to devise programs to ease his new citizens into the economic system. Diem appointed Bui Van Luong—a family friend and devout Catholic—as the head of COMIGAL, the government resettlement agency. COMIGAL worked in cooperation with the USOM, the non-military wing of the American presence and the Military Assistance Advisory Group. Although COMIGAL was purely dedicated to refugee issues, there was a constant turnover of public servants through their staff, and the benefits of continuity did not materialize. After only a few months in the job, Luong was replaced by Pham Van Huyen on December 7, 1954. COMIGAL were supplemented by American Catholic aid agencies and an advisory group from Michigan State University, where Diem had stayed while in self-imposed exile in the early 1950s. There were three phases in the resettlement program. With more than 4,000 new arrivals per day, the northerners were housed in Saigon and Vũng Tàu in 42 makeshift reception centers. These consisted of existing schools, vacated French barracks, churches and tent cities on the grounds of Tan Son Nhut Air Base and Phú Thọ Racecourse. These could not be used indefinitely as the grounds needed to be used for their preexisting purpose, and furthermore, such ad hoc areas were vulnerable to outbreaks of fire and disease. The refugees needed buildings such as schools, hospitals, warehouses, places of worship were built for them. As part of the second phase, temporary villages were built and by mid-1955, most of the one million refugees were living in rows of temporary housing settlements, mostly near highways leading out of Saigon, in provinces adjacent to the capital. The largest concentration of housing in this second stage was located to the north of the capital. Only a minority could be sent to the fertile Mekong Delta, as the area was already overcrowded. It was also restive due to the presence of militant religious sects, so the most of the military evacuees were sent there. Overcrowding was a serious problem in many of the ad hoc secondary camps set up in the Saigon region, and led to public health issues. The Biên Hòa region on the northeastern outskirts of Saigon was scheduled to have a capacity of 100,000 refugees, but this was soon exceeded. In the Ho Nai camp near Bien Hoa, which was supposed to hold only 10,000 refugees, more than 41,000 were present by the end of 1954. The area surrounding Thủ Dầu Một north of the southern capital had initially been allocated a quota of 20,000 even though there was no rice paddies in the area. The area near Tây Ninh was to accommodate 30,000 people, although the locals thought that 100,000 could fit in. Some large Catholic settlements such as Thủ Đức, Bình Thạnh and Gò Vấp on the outskirts of Saigon have now been subsumed by urban sprawl and are now districts of the city. Because of the excessive number of inhabitants, the infrastructure at many camps could not cope and the promises made to the refugees were not kept. American military doctors travelled around the south in groups of three, and because of the paucity of health professionals, saw around 150–450 patients per day. They were also hampered by customs law, which only allowed charities to bring medicine into the country without taxation. This forced them to turn to charitable organisations as a conduit, creating another layer of bureaucracy. This was exacerbated by the fact that some corrupt Vietnamese officials pocketed the medical aid. The organisational ability of the government agencies charged with overseeing the integration of the refugees into society was frequently criticised by American officials. In many cases, the individual officials simply made their own decisions and the goal of resettling the northerners without disruption to the existing local economy or social structure was not achieved. In other cases, the northern Catholics formed their own committees and settled and built on areas as they saw fit. By the end of September, the shortage of funds and equipment had eased, but their distribution was not organised or coordinated effectively. At the same time, some Viet Minh cadres who stayed in the south after the partition pretended to be refugees and stirred up trouble inside the camps. Aside from disruption by communists, other non-communist movements such as the Việt Nam Quốc Dân Đảng were strong in areas of central Vietnam, were opponents of Diem and some of them were military personnel. This sometimes caused hindrance in civilian-military cooperation in the resettlement program, as some of Diem's public servants were suspicious of the military's reliability as a working partner. At the time, much of the rural ricelands had been abandoned due to war and lay fallow. The Americans pressured Diem to assume control of such lands and distribute it to the new settlers and to allow them to start their new lives and ease the overcrowding in the camps, but no action was taken in 1954. At the time, there was a severe wastage of personnel due to the placement of refugees in land that was inappropriate to them. Vietnamese officials had resolved to place the settlers in land similar to their northern origins so that they could be productive, but bureaucratic difficulties hampered COMIGAL and no plan was produced. Throughout 1954, 60% of the new arrivals identified themselves as having an agrarian background, but only 20% of the total refugees were placed in arable farming areas, meaning that at least 40% of the northerners were in areas not appropriate for their skill set. There were also severe problems in finding and then distributing farming equipment to the northerners so that they could get to work and resuscitate the agricultural sector that was hindered by the war. The next objective was to integrate the refugees into South Vietnamese society. At the time, there was a lack of arable land in secure areas. In early 1955, the Viet Minh still controlled much of the Mekong Delta, while other parts were controlled by the private armies of the Cao Đài and Hòa Hảo religious sects. The Bình Xuyên organised crime gang controlled the streets of Saigon, having purchased the operating license for the national police from Emperor Bảo Đại. The new arrivals could not be safely sent to the countryside until the Viet Minh had moved north and Diem had dispersed the sects and gangs. The urban areas were secured when the VNA defeated the Bình Xuyên in the Battle for Saigon in late April and early May. Lansdale managed to bribe many of the Hòa Hảo and Cao Đài military commanders to integrate into Diem's VNA, but some commanders fought on. It was not until early 1956 that the last Hoa Hao commander, Ba Cụt, was captured in an Army of the Republic of Vietnam campaign by General Dương Văn Minh. This allowed COMIGAL to send expeditions to survey the rural land for settlement. The third phase of the resettlement involved the dispersal of the new arrivals from the temporary villages in regions surrounding the capital and other large cities. The areas where the refugees had gone initially were over settled, notably Biên Hòa, where the population had doubled during the migration period. In contrast, two thirds of South Vietnamese provinces had taken less than 10,000 refugees, and some of these less than 1,000. In the crowded provinces there were fears of social unrest due to a shortage of work. COMIGAL dispatched inspection teams throughout South Vietnam to identify areas that were suitable for accommodating the new arrivals according to their professional skills. This required a search for arable land for farmers, favourable coastal areas for fishing and areas near large population centres for industrially oriented arrivals. Having identified the relevant areas, COMIGAL would set up plans for settlement subprojects, sending proposals to the USOM or the French Technical and Economic Cooperation Bureau to gain approval and funding. The bureaucracy was relatively low, with most applications taking less than a fortnight for finalising paperwork and receiving approval. Each subproject was given a nine-month deadline for completion. When suitable areas were found, groups of refugees usually numbering between one and three thousand were trucked to the site and began creating the new settlement. This involved digging wells, building roads and bridges, clearing forests, bushes and swamps and constructing fishing vessels. Village elections were held to select members for committees that would liaise with COMIGAL on behalf of the new settlement. COMIGAL provided the settlers with agrarian implements, fertilisers and farm animals. By mid-1957, 319 villages had been built. Of these, 288 were for farmers and 26 for fishermen. The refugees settled predominantly in the Mekong Delta, where 207 villages were built. The most notable scheme in the area was the Cai San Agricultural Resettlement Project, based along a system of canals near Long Xuyên. Another 50 villages were created further north near the border with North Vietnam, while 62 were built in the central highlands. A 1955 government report claimed that only 2% of the land in the central highlands, mostly inhabited by indigenous tribes were being used for economic purposes, and it was seen as a key area for exploitation and building settlements to block the advance of communism. The area was seen as an important means of alleviating overcrowding, fuelling rapid economic development, and the government hoped that the presence of ethnic Vietnamese development would prompt the indigenous tribespeople to abandon their hunter-gatherer lifestyle, thus "guiding them on the path to civilization and progress, so that they might join the ranks of the State's founders and liberators". In the Central Highlands town of Buôn Ma Thuột, the local sawmill was inundated with lumber to build houses and much of the surrounding forest was cleared for settlements. In total, 92,443 housing units were constructed, serviced by 317 and 18 elementary and secondary schools respectively. 38,192 hectares of land were cleared and some 2.4 million tons of potassium sulfate fertiliser were distributed. At the end of 1957, Diem dissolved COMIGAL, declaring that its mission had been accomplished. ## Aftermath and criticism The program had some loose ends that manifested themselves later. Many refugees were not economically integrated and lived from government handouts. Critics noted that the refugees had become a special interest group that fostered resentment. The COMIGAL officials often decided not to split up refugees belonging to the same village, hoping to maintain social continuity. In some cases, Catholic priests refused to obey government directives to settle in certain areas. Many of the refugees also refused to relocate from the camps on the outskirts of the capital, wanting to live an urban lifestyle, and objecting to Diem's desire that they help developed inhospitable frontier territory where disease was more common and the economy less developed. On occasions, the reluctance to disperse away from Saigon resulted in protests outside Diem's residence. Many Catholic villages were effectively transplanted into southern territory. This was efficient in the short run but meant that they would never assimilate into southern society. They had little contact with the Buddhist majority and often held them in contempt, sometimes flying the Vatican flag instead of the national flag. Peter Hansen, an Australian Catholic priest and academic scholar of religion, has added that tensions between northern and southern Catholics were also present, due to issues of regionalism and local traditions. Hansen also said that northern Catholics took a more defensive attitude towards other religions than their southern co-religionists, and were more likely to see non-Catholics as a threat. He further noted that northern Catholics had a more theocratic outlook in that they were more willing to listen to the advice of priests on a wide range of issues, not only spiritual and ecclesiastical matters. These differences and the sense of segregation persist to the current day. Diem, who had a reputation for heavily favouring Catholics, granted his new constituents a disproportionately high number of government and military posts on religious grounds rather than merit. The disproportionate number of northerners who occupied leadership posts also raised tensions among some regional-minded southerners who regarded them as intruders. He continued the French practice of defining Catholicism as a "religion" and Buddhism as an "association", which restricted their activities. This fostered a social divide between the new arrivals and their compatriots. While on a visit to Saigon in 1955, the British journalist and novelist Graham Greene reported that Diem's religious favouritism "may well leave his tolerant country a legacy of anti-Catholicism". In 1963, simmering discontent over Diem's religious bias exploded into mass civil unrest during the Buddhist crisis. After the Buddhist flag was prohibited from public display for the Vesak celebrations commemorating the birth of Gautama Buddha, Diem's forces opened fire and killed nine protesters. As demonstrations continued through the summer, the Army of the Republic of Vietnam Special Forces ransacked pagodas across the country, killing hundreds and jailing thousands of Buddhists. The tension culminated in Diem being overthrown and assassinated in a November coup. The indigenous population in the central highlands complained bitterly about the settlement of ethnic Vietnamese Catholics in their regions. As a result of their discontent with the southern government, communists in the highlands found it easier to win them over. About 25% of the migrants were non-Catholic and a number of Catholics who moved to the South did not do so because of their religion. Northern Catholic émigrés actually brought complex challenges to the Church in South Vietnam, and Ngô Đình Diệm also did not resettle northern Catholics in and around Sài Gòn as a deliberate and strategic policy. As Vietnamese Catholics were far from monolithic, and were not in any way unified in their political stances, it is a myth to conflate "Catholic refugees with all Catholics, with all refugees or with staunch supporters of Ngô Đình Diệm". The dispersed resettlements of Catholic refugees suggests that "being a refugee or being Catholic did not guarantee the president’s favour." In reality, the Personalist Revolution under Diệm's regime promoted religious freedom and diversity to oppose communism's atheism. However, this framework itself ultimately enabled Buddhist activists to threaten the state that supported their religious liberty. Catholics in South Vietnam, including Northerner refugees, continued in a significant variety of humanitarian and political activities during the later periods.
25,411,784
Australian Competition and Consumer Commission v Baxter Healthcare Pty Ltd
1,163,383,054
2007 High Court of Australia decision
[ "2007 in Australian law", "2007 in case law", "Baxter International", "Competition law", "High Court of Australia cases", "Pharmaceutical industry in Australia", "Private case law", "Sovereign immunity" ]
Australian Competition and Consumer Commission v Baxter Healthcare Pty Ltd, (Baxter) was a decision of the High Court of Australia, which ruled on 29 August 2007 that Baxter Healthcare Proprietary Limited, a tenderer for various government contracts, was bound by the Trade Practices Act 1974 (TPA, Australian legislation governing anti-competitive behaviour) in its trade and commerce in tendering for government contracts. More generally, the case concerned the principles of derivative governmental immunity: whether the immunity of a government from a statute extends to third parties that conduct business with the government. The High Court's judgment marked a successful appeal for the Australian Competition & Consumer Commission, the Australian regulator of anti-competitive conduct, having lost at first instance and on appeal in the Federal Court of Australia. The ACCC was again successful when the case was remitted to the Federal Court for reconsideration, ending eight years of litigation between the parties. The High Court's judgment was received as a significant precedent in the law of derivative governmental immunity in Australia. ## Background ### Facts Baxter Healthcare Pty Ltd (Baxter), was the Australian subsidiary of the multinational health care company Baxter International. Baxter manufactured intravenous (IV) and peritoneal dialysis (PD) fluids at various plants in Australia. Because of the cost of importing sterile IV fluids and the absence of a rival domestic producer, Baxter was a monopoly supplier of sterile IV fluids in the Australian market. Its monopoly covered large volume parenteral fluids, irrigating solutions and parenteral nutrition fluids. However, Baxter faced competition in the market for peritoneal dialysis fluids (PD fluids). A number of state governments issued requests for tender for the supply of sterile fluids and PD fluids. Baxter responded to the requests with tenders that put forward two alternative pricing options: either a state could purchase sterile fluids and PD fluids as a bundled package at a discounted rate, or the state could buy each product separately but at a higher rate. ### Legislation Section 46 of the TPA prohibited corporations from misusing market power. Section 47 prohibited exclusive dealing. The critical provision to the case was Section 2B of the TPA. Section 2B provided that Sections 46 and 47 of the TPA: > ... bind the Crown in right of each of the States, of the Northern Territory and of the Australian Capital Territory, so far as the Crown carries on a business, either directly or by an authority of the State or Territory ... Section 2B thus provided an immunity from state and territory governments from Sections 46 and 47 of the TPA insofar as the governments were not carrying on a business. ### The Australian Competition & Consumer Commission The Australian Competition & Consumer Commission (ACCC), the Australian government authority responsible for regulating the TPA, commenced an action in the Federal Court of Australia seeking declarations that Baxter's bundling pricing structure in its tenders had contravened Sections 46 and 47 of the TPA. The ACCC sought the imposition of injunctions and pecuniary penalties by the court. ### Derivative governmental immunity before Baxter Derivative governmental immunity refers to the extension of a government's immunity from a statute to a non-government party on the basis the government would be affected if the statute was to apply to the other party. Prior to Baxter, the leading case on derivative governmental immunity in Australia was the 1979 High Court judgment in Bradken Consolidated Ltd v Broken Hill Pty Co Ltd. In Bradken, the High Court upheld a claim for derivative governmental immunity by equipment suppliers to the Queensland Commissioner for Railways. The majority's conclusion was that if the Queensland government was immune from the TPA, it would prejudice the Queensland government if the contracts and arrangements it entered were subject to the TPA through the other parties to the contracts and arrangements. Bradken'''s application of the principle of derivative governmental immunity had been subject to criticism. Robertson Wright SC, a Senior Counsel specialising in competition and trade practices law, argued there are "a number of difficulties" with the judgment, including the "unsatisfactory nature" of the authorities it relied on. The High Court's judgment in Baxter would mark a retreat from Bradken. ### Federal Court litigation The ACCC conceded that the state governments were not carrying on businesses in procuring the medical products. This meant that the governments were immune from Sections 46 and 47 of the TPA. Baxter argued that this immunity extended to itself, by claiming derivative governmental immunity. On 16 May 2005, The Federal Court of Australia (Allsop J presiding) found in Baxter's favour at first instance. While the court held that Baxter would have breached the TPA, governmental immunity under Section 2B extended to Baxter Healthcare. Allsop J's judgment was upheld unanimously on appeal to the full bench of the Federal Court (Justices Mansfield, Dowsett and Gyles presiding). The full bench expressed unease about its own judgment, stating that the question of derivative governmental immunity should be left to the High Court for reconsideration of Bradken. ## High Court appeal The ACCC was granted special leave to appeal to the High Court against the judgment of the full bench of the Federal Court. The appeal was heard on 16 May 2007. The Australian Government Solicitor acted for the ACCC, with Lindsay Foster as Senior Counsel; Blake Dawson and David Yates SC represented Baxter. In addition to Baxter, the states of Western Australia, South Australia and New South Wales were respondents to the appeal. The High Court decided on 29 August 2007, by a 6–1 majority, to allow the ACCC's appeal and remit the matter back to the full bench of Federal Court for reconsideration. The majority held that Baxter was not covered by derivative governmental immunity in its dealings with the state governments. ### Judgments #### Joint judgment Five judges (Chief Justice Gleeson and Justices Gummow, Hayne, Heydon and Crennan) joined in the leading majority judgment allowing the ACCC's appeal. The joint judgment reasoned that Parliament could not have intended for corporations that do business with the government to be exempt from the restrictive trade practices provisions in Part IV of the TPA in respect of that business. Emphasising the overall purpose of the TPA, the judges reasoned that the purpose would not be fulfilled if Baxter could claim derivative immunity. In response to the concern that one party to a transaction (the government) would be immune from the TPA while the other party would be bound by it, the joint judgment reasoned there was "nothing unusual" about such an outcome. The joint judgment did not rule out derivative governmental immunity in all cases. In determining the scope of whether governmental immunity from a statutory provision extends to a party dealing with the government, the judgment adopted the following position of Justice Kitto, then dissenting, in the 1955 High Court case of Wynyard Investments v Commissioner for Railways (NSW): > The object in view is to ascertain whether the Crown has such an interest in that which would be interfered with if the provision in question were held to bind the corporation that the interference would be, for a legal reason, an interference with some right, interest, power, authority, privilege, immunity or purpose belonging or appertaining to the Crown. Wynyard Investments was a case about governmental immunity generally (not derivative governmental immunity specifically), but Justice Kitto's dissenting judgment extended to derivative governmental immunity. Having examined the characteristics of the TPA as a law to promote competitive behaviour, the joint judgment held that the extension of derivative governmental immunity from the TPA to a trading corporation would be a "remarkable" conclusion and "far beyond what is necessary to protect the legal rights of governments, or to prevent a divesting of proprietary, contractual or other legal rights and interests." #### Kirby J Justice Kirby's judgment agreed with the outcome of the joint judgment, for different reasons. Kirby criticised the concept of governmental immunity itself, stating that "persisting with [governmental immunity] into the twenty-first century is unacceptable." #### Callinan J Justice Callinan dissented from the majority, holding that derivative governmental immunity extended to Baxter. Callinan followed Bradken, concluding that it remained authoritative. ## Reaction to judgment ### Significance Robertson Wright, writing after the judgment was handed down, claimed that Baxter'' represented a change to the law, drawing the following conclusions from the judgment: - The application of derivative governmental immunity depends on a construction of the particular statute (particularly the object and purpose of the statute). - As a general rule, derivative governmental immunity applies if the statute's coverage of a person would divest the government of proprietary, contractual, or other legal rights or interests (as opposed to commercial or policy rights or interests). The judgment was reported in the press as a significant legal victory for the ACCC. The judgment was also received as an "historic decision" setting a precedent for government procurement, on the basis that businesses might no longer be able to rely on immunity from the TPA when contracting with governments. ### Criticism Nicholas Seddon, a lawyer and academic specialising in commercial and government law, claimed the High Court's judgment leaves "many uncertainties", particularly regarding whether derivative governmental immunity will extend to private sector providers carrying out governmental functions that have been contracted to them (as opposed to merely providing goods or services to the government). Robertson Wright echoed these concerns, arguing the joint judgment did not "set out in as helpful detail" as it might the factors to be taken into account in deciding whether governmental immunity will derive to a party dealing with the government. Seddon also criticised the outcome of the case itself, arguing it is "difficult to see how derivative immunity does not inevitably flow" from the governmental immunity from the TPA. He suggested that the application of the TPA to a party that deals with a government compromises the intention of Parliament that State and Territory governments should be immune from the TPA. ## Later action The ACCC was successful, by a 2–1 majority, upon the remittal of the case to the full bench of the Federal Court. The full bench found that Baxter contravened Sections 46 and 47 of the TPA. That judgment ended the eight-year-long litigation between Baxter and the ACCC. It was the first time in over 10 years that a corporation had unsuccessfully defended a prosecution brought by the ACCC for an alleged contravention of Section 46. The full bench declared that Baxter breached Sections 46 and 47 of the TPA, but left it to the ACCC to seek pecuniary penalties. Baxter was refused special leave to appeal to the High Court against the full bench's judgment.
128,158
Macintosh Classic
1,173,535,614
Personal computer by Apple Computer
[ "68k Macintosh computers", "Compact Macintosh", "Computer-related introductions in 1990", "Products and services discontinued in 1992" ]
The Macintosh Classic is a personal computer designed, manufactured and sold by Apple Computer from October 1990 to September 1992. It was the first Macintosh to sell for less than US\$1,000. Production of the Classic was prompted by the success of the original Macintosh 128K, then the Macintosh Plus, and finally the Macintosh SE. The system specifications of the Classic are very similar to those of its predecessors, with the same 9-inch (23 cm) monochrome CRT display, 512 × 342 pixel resolution, and 4 megabyte (MB) memory limit of the older Macintosh computers. Apple's decision to not update the Classic with newer technology such as a newer CPU, higher RAM capacity or color display resulted in criticism from reviewers, with Macworld describing it as having "nothing to gloat about beyond its low price" and "unexceptional". However, it ensured compatibility with the Mac's by-then healthy software base, as well as enabled it to sell for the lower price, as planned. The Classic also featured several improvements over the aging Macintosh Plus, which it replaced as Apple's low-end Mac computer. It is up to 25 percent faster than the Plus and included an Apple SuperDrive 3.5-inch (9 cm) floppy disk drive as standard. Unlike the Macintosh SE/30 and other compact Macs before it, the Classic did not have an internal Processor Direct Slot, making it the first non-expandable desktop Macintosh since the Macintosh Plus. Instead, it had a memory expansion/FPU slot. The Classic is an adaptation of Jerry Manock's and Terry Oyama's 1984 Macintosh 128K industrial design, as had been the earlier Macintosh SE. Apple released two versions. The price and the availability of education software led to the Classic's popularity in education. It was sold alongside the more powerful Macintosh Classic II in 1991 until its discontinuation the next year. ## History ### Development After Apple co-founder Steve Jobs left Apple in 1985, product development was handed to Jean-Louis Gassée, formerly the manager of Apple France. Gassée consistently pushed the Apple product line in two directions, towards more "openness" in terms of expandability and interoperability, and towards higher price. Gassée long argued that Apple should not aim for the low end of the computer market, where profits were thin, but instead concentrate on the high end and higher profit margins. He illustrated the concept using a graph showing the price-performance ratio of computers with low-power, low-cost machines in the lower left and high-power high-cost machines in the upper right. The "high-right" goal became a mantra among the upper management, who said "fifty-five or die", referring to Gassée's goal of a 55 percent profit margin. The high-right policy led to a series of machines with ever-increasing prices. The original Macintosh plans called for a system around \$1,000, but by the time it had morphed from Jef Raskin's original vision of an easy-to-use machine for composing text documents to Jobs' concept incorporating ideas gleaned during a trip to Xerox PARC, the Mac's list price had ballooned to \$2,495. With the "low-left" of the market it had abandoned years earlier booming with Turbo XTs, and being ignored on the high end for UNIX workstations from the likes of Sun Microsystems and SGI, Apple's fortunes of the 1980s quickly reversed. The Christmas season of 1989 drove this point home, with the first decrease in sales in years, and an accompanying 20 percent drop in Apple's stock price for the quarter. In January 1990, Gassée resigned and his authority over product development was divided among several successors. Many Apple engineers had long been pressing for lower-cost options in order to build market share and increase demand across the entire price spectrum. With Gassée out, a rush started to quickly introduce a series of low-cost machines. Three market points were identified, a very low-cost machine aimed at costing \$1,000, a low-cost machine with color graphics, and a more upscale color machine for small business use. In time, these would develop as the Classic, Macintosh LC, and Macintosh IIsi. ### Release MacWEEK magazine reported on July 10, 1990, that Apple had paid \$1 million to Modular Computer Systems Inc., a subsidiary of Daimler-Benz AG, for the right to use the "Classic" name as part of a five-year contract. Apple did not renew the contract when it ended. MacWEEK speculated the Macintosh Classic would use the same 8 MHz Motorola 68000 microprocessor and 9-inch (23 cm) display as its predecessors and that the Classic would be priced from \$1,500 to 2,150. On October 15, 1990, John Sculley (then Apple CEO) introduced the Classic at a press conference, announcing that pricing would start at \$1,000 and saying, "To reach new customers, we didn't just lower the prices of our existing products. We redesigned these computers from the ground up with the features customers have told us they value most." Apple's new pricing strategy caused concern among investors, who thought it would reduce profit margins. Brodie Keast, an Apple product marketing manager, said, "We are prepared to do whatever it takes to reach more people with Macintosh [...] The plan is to get as aggressive on price as we need to be." After the release of the Classic, Apple's share price closed at \$27.75 per share, down \$0.50 from October 12, 1990, and far below its previous 12-month high of \$50.37. The Classic was released in Europe and Japan concurrently with the United States release. In Japan, the Classic retailed for (\$1,523), more than in the US but matching the price of the Toshiba Dynabook laptop computer. After spending \$40 million marketing the Classic to first-time buyers, Apple had difficulty meeting the high demand. Apple doubled its manufacturing space in 1990 by expanding its Singapore and Cork, Ireland factories, where the Classic was assembled. Air freight, rather than sea shipping, was used to speed delivery. The shortage caused concern among dealers, who blamed Apple's poor business planning. Macintosh Classics and LCs had been given to Scholastic Software 12 weeks before they were officially announced, and Scholastic planned to release 16 new Macintosh products in 1991. Peter Kelman, Scholastic's publisher, predicted that the Macintosh would become "the school machine of the nineties." The Classic was sold to schools for \$800. This, and the availability of educational software, led to the Classic's popularity in the education sector. ## Features The low-end model was sold with 1 MB of memory, a 1.44 MB floppy drive, no hard disk, and included a keyboard for \$999. The \$1,500 model used 2 MB of memory and a 40 MB hard disk. The Classic features several improvements over the Macintosh Plus, which it replaced as Apple's low-end Mac computer: it is up to 25 percent faster than the Plus, about as fast as the SE, and includes an Apple SuperDrive 3.5" floppy disk drive as standard. The SuperDrive can read and write to Macintosh, MS-DOS, OS/2, and ProDOS disks. The Classic also has an expansion slot that is only for memory (up to 10 MB) and/or a 68882 FPU. The Classic uses the System 6.0.7 operating system with support for all versions up to System 7.5.5. A hidden Hierarchical File System (HFS) disk volume contained in the read-only memory (ROM) includes System 6.0.3. The Mac Classic can be booted into System 6.0.3 by holding down the keys during boot. Some dealers included a software bundle called Smartbundle with the Classic. Also sold separately for \$349, this includes T/Maker's WriteNow word processor, Ashton-Tate's Full Impact spreadsheet program, RecordHolderPlus database, and Silicon Beach Software's SuperPaint 2.0 paint and draw program. ## Design The Macintosh Classic is the final adaptation of Jerry Manock's and Terry Oyama's Macintosh 128K industrial design, bringing back some elements of the original while retaining little of the Snow White design language used in the Macintosh SE's design. The only remnant of the SE is the stripe across the front panel (bezel) for the floppy drive; the distinctive front bezel lines of the SE were not used on the Classic, and the vertical lines around its base are replaced by four horizontal vent lines, more reminiscent of the original design. Also, the curve of the front bezel was increased to the same 50-inch (1.3 m) radial curve as on the front of both the Macintosh LC and Macintosh IIsi. The screen brightness dial on this bezel was also removed in favor of a software control. This broad, curved front bezel became a signature of Apple product design for much of the 1990s. The logic board, the central circuit board of the computer, is based on the Macintosh SE design. Its size, however, was reduced using surface-mount technology to 9 × 5 inches (23 × 13 cm), half the size of the SE board. This redesign, and the absence of expansion slots, kept manufacturing costs low. This lack of expansion abilities, along with the small screen size and Macintosh's popularity in desktop publishing, led to such oddities as video displays that connected through the SCSI port by users seeking to connect a larger full- or dual-page display to their Mac. The Classic design was used once more in 1991 for the Classic II, which succeeded the Classic. ## Reception Some reviewers of the Macintosh Classic focused on the processor performance and lack of expansion slots. Liza Schafer of Home Office Computing praised the Classic's ease of use and price, but criticized the 9-inch (230 mm) display because a full US letter page (8.5 by 11 inches (220 mm × 280 mm)) would not fit at full size, and warned those who required high-end graphics and desktop publishing capabilities against buying the Classic. Schafer concluded: "The Classic's value is more impressive than its performance, but its performance will get you working on that novel, database, or spreadsheet." PC Week criticized the lack of a faster processor, stating, "The 7.8 MHz speed is adequate for text applications and limited graphics work, but it is not suitable for power users. As such, the Classic is appropriate as a home computer or for limited computing on the road." Similarly, PC User'''s review concluded, "The slow processor and lack of expansion slots on the Macintosh Classic offset the low prices". MacWEEK described it as a "fine, inexpensive replacement for the Macintosh Plus that best embodies the original Macintosh vision six and a half years later". Computer Gaming World was more skeptical, doubting that consumers would purchase a black-and-white computer with no hard drive that was only slightly faster than the Mac Plus. In the February 1991 edition of Electronic Learning'', Robert McCarthy wrote: "Teachers, educational administrators, and software developers are enthusiastic about the new, lower-cost Apple Macintosh computers". Steve Taffe, manager of instructional strategy at MECC, a developer and publisher of educational software, explained his excitement about the Classic: "[it] is terrific – both because it's a Mac and because of that low price. Everyone can now afford a Macintosh." Scholastic, an educational software developer, was also confident of Apple's ability to compete with MS-DOS machines, stating: "They are just as cost-effective and as powerful as MS-DOS computers, but the Apples will have a superior comfort level." Sue Talley, Apple's manager of strategic planning in education, said of the Classic: "we see it going into applications where you need a fair number of powerful stations, but where color is not a big issue." Talley mentioned that it was most suited for writing labs and other basic productivity uses. Many schools decided not to buy the Macintosh Classic because of the lack of a color monitor, an option that the higher-priced Macintosh LC had. The popular Apple IIe Card also increased the LC's appeal to schools. Although the Classic was more popular at first, by May 1992 the LC (560,000 sold) was outselling the Classic (1.2 million sold). ## Specifications ## Timeline ## See also - Basilisk II, emulator with limited support - Mini vMac, emulator capable of booting from the ROM disk - List of Mac models grouped by CPU type
2,313,053
Lisa Nowak
1,173,515,465
American NASA astronaut (b. 1963)
[ "1963 births", "20th-century American women", "21st-century American women", "American people convicted of assault", "American people convicted of burglary", "American people of Italian descent", "American women engineers", "Female United States Navy officers", "Living people", "Military personnel from Washington, D.C.", "Naval Postgraduate School alumni", "People from Rockville, Maryland", "People with Asperger syndrome", "People with mood disorders", "People with obsessive-compulsive personality disorder", "Space Shuttle program astronauts", "United States Naval Academy alumni", "United States Naval Flight Officers", "United States Naval Test Pilot School alumni", "United States Navy astronauts", "United States Navy captains", "Women astronauts" ]
Lisa Marie Nowak (née Caputo, born May 10, 1963) is an American aeronautical engineer, convicted criminal, and former NASA astronaut and United States Navy officer. Nowak served as naval flight officer and test pilot in the Navy, and was selected by NASA for NASA Astronaut Group 16 in 1996, qualifying as a mission specialist in robotics. She flew in space aboard during the STS-121 mission in July 2006, when she was responsible for operating the robotic arms of the shuttle and the International Space Station. In 2007, Nowak was involved in a highly publicized incident of criminal misconduct for which she eventually pled guilty to felony burglary and misdemeanor battery charges, resulting in her demotion from captain to commander, and termination by NASA and the Navy. Born in Washington, D.C., Nowak graduated from the United States Naval Academy in Annapolis, Maryland, in 1985. She was assigned to VAQ-34 at Naval Air Station Point Mugu, California, where she flew the EA-7L Corsair and ERA-3B Skywarrior. She earned a Master of Science degree in aeronautical engineering and a degree in aeronautical and astronautical engineering from the Naval Postgraduate School in Monterey, California. In 1993 she was selected to attend the U.S. Naval Test Pilot School at Naval Air Station Patuxent River, Maryland. After graduation, she remained at Patuxent River, flying in the F/A-18 Hornet and EA-6B Prowler. During her Navy career she logged over 1,500 hours in more than 30 aircraft and was awarded the Defense Meritorious Service Medal, the Navy Commendation Medal and the Navy Achievement Medal. In February 2007, Nowak was arrested in Orlando, Florida, after she accosted and pepper-sprayed Colleen Shipman, a U.S. Air Force captain romantically involved with astronaut William Oefelein, who had been in a relationship with Nowak. She was released on bail and initially pleaded not guilty to the charges, which included attempted kidnapping, burglary with assault, and battery. Subsequently, her assignment as an astronaut was terminated by NASA. In 2009, Nowak agreed to a plea deal with prosecutors and pleaded guilty to charges of felony burglary of a car and misdemeanor battery. She remained a Navy captain until the following year when a Naval Board of Inquiry voted unanimously to reduce her in rank to commander and to discharge her from the Navy under other than honorable conditions after 25 years of service. As of 2017, it was reported that she was working in the private sector in Texas. ## Early life and education Lisa Marie Caputo was born in Washington, D.C., on May 10, 1963, to Alfredo F. Caputo, a computer consultant, and Jane L. Caputo, a biological specialist. Caputo and her two younger sisters, Andrea and Marisa, grew up in Rockville, Maryland. In 1969, she watched the Apollo 11 Moon mission and became interested in the space program. While growing up, she followed the Space Shuttle program, particularly the introduction of female astronauts in 1978, and paid frequent visits to the National Air and Space Museum. Caputo was educated at Luxmanor Elementary School, Tilden Middle School, and Charles W. Woodward High School in North Bethesda, Maryland. In the January of her junior year of high school, she told her mother that she was going to become an astronaut. She was a Girl Scout, and a member of the Société Honoraire de Français, which required students to maintain an A average in French and a B average in all other subjects. She competed on the math team and served on her class student council. She played field hockey and competed in track and field athletics. In 1981 she was named Student Athlete of the Year, a school award granted to the student who excelled most in both sports and academics, and graduated as co-valedictorian. In her final year of high school, Caputo was accepted by Brown University, a private Ivy League university in Providence, Rhode Island, and by the United States Naval Academy in Annapolis, Maryland. Her parents thought Brown was the best choice, but Caputo felt that she had more chance of achieving her goal of becoming an astronaut by going to the Naval Academy. Women were first admitted to Annapolis in 1976, and by the time Caputo entered as a plebe in 1981, there were women in each of the four classes, but were only 6 percent of the student body. Female cadets were still harassed by some male classmates in 1981, and occasionally a male professor would inform a class that he did not think women belonged there. As a student, she competed on the track team. She graduated on May 22, 1985, with a Bachelor of Science degree in aeronautical engineering, and was commissioned as an ensign in the United States Navy. ## Navy career For her first assignment, Caputo chose a six-month secondment to the Johnson Space Center, where she worked as an aerospace engineer at its branch at Ellington Air Force Base near Houston, Texas. During this time, there were six Space Shuttle launches. "What impressed me", she later said, "was the whole idea that everybody was so into what they were doing and excited that each of their parts was so important." In December 1985, Caputo received orders to report to Naval Air Station Pensacola in Florida for flight training. By law, women were still banned from combat assignments, so half the jobs in the Navy were unavailable to women regardless of aptitude or ability, and there were doubts about the wisdom of training women for jobs they were not permitted to do. Getting accepted into flight training was a major achievement, and those women that did so were often resented by men who were passed over. Caputo completed primary flight training at Naval Air Station Pensacola on the T-2 Buckeye, T-39 Sabreliner and TA-4J Skyhawk and qualified as a naval flight officer (NFO) in June 1987. Caputo's NFO training continued at the Electronic Warfare School at Corry Station in preparation to fly electronic warfare aircraft. She then went to the Naval Air Station Lemoore, where she qualified to operate the electronic systems on the LTV EA-7L Corsair II. On April 6, 1988, she married an Annapolis classmate, Richard T. Nowak, at the Naval Academy Chapel with Catholic rites, and changed her last name to "Nowak". Her next assignment was to Electronic Warfare Aggressor Squadron 34 (VAQ-34) at Naval Air Station Point Mugu, California, where she flew on both the Corsair II and the Douglas ERA-3B Skywarrior, supporting the U.S. Pacific Fleet on reconnaissance mission exercises. She qualified as a mission commander and electronic warfare lead. In 1990, Nowak entered the U.S. Naval Postgraduate School in Monterey, California, where she earned both a Master of Science degree in aeronautical engineering and a degree in aeronautical and astronautical engineering in September 1992, writing a thesis on Computational Investigations of a NACA 0012 Airfoil in Low Reynolds Number Flows. She gave birth to a son in February 1992. After graduate school, she transferred to the restricted line as an Aerospace Engineering Duty Officer. She was selected to attend the United States Naval Test Pilot School at Naval Air Station Patuxent River, Maryland, after she applied six times. She graduated in June 1994, and then became an aircraft systems project officer at the Air Combat Environment Test and Evaluation Facility and at Strike Aircraft Test Squadron at Patuxent River. As a naval flying officer/flight test engineer, she participated in the development of the F/A-18 Hornet and EA-6B Prowler. Her next assignment was to the Naval Air Systems Command, where she was involved in the acquisition of new systems for naval aircraft. During her career in the Navy, Nowak logged over 1,500 hours of flight time in more than 30 different aircraft and was awarded the Defense Meritorious Service Medal, the Navy Commendation Medal and the Navy Achievement Medal. ## NASA career ### Astronaut training On June 15, 1995, NASA announced that it was selecting a new group of astronauts. As a naval officer, Nowak could not apply directly, like a civilian could, but had to submit her application to a review board that would then approve it and forward it on to NASA, which it did. NASA received over 2,400 applications, and in early 1996, Nowak was informed that she was one of 150 finalists deemed highly qualified, and she was asked to report to Johnson Space Center for a week of orientation, interviews and medical evaluations. On May 1, 1996, NASA publicly announced the names of 10 pilot and 25 mission specialist candidates; Nowak was one of the latter. The class of 1996, the 16th group of NASA astronauts, was the largest selected since the first class of Space Shuttle astronauts in 1978, which also numbered 35. They were ordered to report for duty at Johnson Space Center to commence their astronaut training on August 12, 1996. They were joined by nine international astronauts. Because there were so many of them, they were often packed into classrooms and training facilities, and called themselves "The Sardines". Nowak and her family moved to Texas, where they built a house in Clear Lake City. Her husband, another naval flight officer, left active duty in 1998 but continued to fly in the United States Naval Reserve. He found a job as a space communications contractor with Barrios Technology, an aerospace company, and worked at the Johnson Space Center as a flight controller at the mission control center. Astronaut training included survival training, a three-day trip to the Grand Canyon to study geology, and classwork on the Space Shuttle's many systems. As a mission specialist, she was expected to fly a minimum of four hours a month in NASA's Northrop T-38 Talon aircraft. Training was conducted in the waters of the Weightless Environment Training Facility and in the Boeing KC-135 Stratotanker known as the Vomit Comet that flies a trajectory that gives the sensation of being in space. She completed her astronaut training in August 1998. On September 28, 1998, she returned to Annapolis along with fellow astronaut alumni Jim Lovell, Charles O. Hobaugh, David Leestma, John M. Lounge, Bryan D. O'Connor and Pierre J. Thuot, for a celebration of the life of Mercury Seven astronaut Alan Shepard, who had died two months before. In early 2001, Nowak became pregnant with twins. At the Astronaut Office, Nowak specialized in the operation of the Space Shuttle's robotic arm. She also served with the CAPCOM Branch, the astronauts that worked with the mission control center as the primary communicators with the spacecraft. She performed this duty during the STS-100 mission in April 2001, when the crew of the installed a robot arm in the International Space Station (ISS). In October 2001, she gave birth to twin daughters. Nowak and her husband alternated their work schedules so one of them was always with the children. This arrangement lasted until Richard was recalled to active duty in 2002 to participate in Operation Enduring Freedom, which effectively left Nowak a single mother with three young children. On December 12, 2002, NASA announced the crew for STS-118, a mission scheduled for November 2003. Scott Kelly would be the mission commander, Hobaugh the pilot, and the mission specialists would be Nowak, Scott Parazynski, Dafydd Williams, and Barbara Morgan. The Space Shuttle Columbia disaster on February 1, 2003, killed seven astronauts on the STS-107 mission, including three from Nowak's 1996 astronaut class. It was NASA's practice to provide the families of astronauts who had died with a personal casualty assistance officer, and Nowak performed this duty for the family of her close friend Laurel Clark. Clark's widower, Jonathon Clark, a former NASA flight surgeon, recalled that: > She did everything. She went through everything: Navy paperwork, finances, bills, bank accounts. She took care of [Clark's son] Iain during the months afterward. She saw what it was like to lose one of her best friends and for Iain to lose a mother. And the thing is, while Lisa was doing this, she was not at home with her kids. She has two very young children and she is here twelve to fourteen hours a day under the most difficult circumstances. I have to think it was hugely stressful. The disaster resulted in a series of schedule and hardware changes. The task of testing all the changes was assigned to STS-114, the Return to Flight mission, but the list of changes that required testing grew so large that a second Return to Flight mission was added to the schedule to accommodate them. Despite the numbering, this mission, STS-121, would be the second mission flown after the Columbia disaster. STS-121 was primarily concerned with testing and developing new hardware and procedures to make Space Shuttle flights safer. It would also re-supply the ISS with equipment and consumables. In January 2004, Nowak participated in an eleven-day cold weather survival training course in Canada with fellow NASA astronauts Dominic Antonelli and William Oefelein, Swedish astronaut Christer Fuglesang, Russian cosmonaut Dmitri Kondratyev, and Canadian astronaut (and future Governor General) Julie Payette. The course commenced on January 19, and included four days of instruction with the Canadian Armed Forces. They were then dropped off in the wilderness in northern Quebec and had to make their way back on foot. They covered 20 kilometers (12 mi) in eleven days, completing the course on January 29. Nowak had worked together with Oefelein, who had been selected as an astronaut with the class of 1998, when they were both stationed at Patuxent River in 1995. When Nowak and Oefelein returned to Houston they began an extramarital affair, which they attempted to conceal. As serving Navy officers, they could have been charged with conduct unbecoming an officer and a gentleman, which includes adultery, under the Uniform Code of Military Justice. Oefelein's wife filed for divorce in February 2005 after discovering emails between him and Nowak. Their divorce was finalized in May 2005. Oefelein moved into a small apartment, to which he gave Nowak a key. She left personal effects there, and she soon became a familiar sight to other residents of the complex. ### Space flight NASA announced in December 2003 that STS-121 would be commanded by Steven Lindsey, with Mark Kelly as pilot and Michael Fossum and Carlos Noriega as mission specialists. On November 18, 2004, NASA announced that Nowak and her classmate Stephanie Wilson would join the STS-121 crew as additional mission specialists. They were assigned the task of manipulating the robotic arms of the Space Shuttle and the ISS. The STS-121 mission was originally scheduled for March or April 2005, but was soon postponed to July owing to difficulty implementing all the changes required. During the launch of for STS-114 in July 2005, debris separated from the external tank, the very problem which had caused the loss of the , and STS-121 was further postponed until a solution to the problem could be found. In February 2006, the mission was rescheduled for a launch window between May 3 and 22, but in March multiple problems forced a further postponement until July. A prelaunch reception was held for Nowak at the Kennedy Space Center Visitor Complex, and she was joined by her parents, her husband Richard and three children, family members, and friends from school, Annapolis and the Navy. Among the personal effects she packed for the flight was a small owl figurine of the mascot of Luxmanor Elementary School, a koozie from Tilden Middle School, a banner from Charles W. Woodward High School, an Annapolis Class of 1985 flag, and her grandmother's engagement ring. On July 1, 2006, the STS-121 crew ate the traditional prelaunch cake decorated with the mission's insignia and boarded Discovery at Kennedy Space Center Launch Complex 39B. Nowak was the last crew member to enter the spacecraft, taking her seat as the flight engineer on the flight deck immediately behind Lindsey and Kelly. At 15:42, the launch was scrubbed due to thunderstorm activity in the area. A second launch attempt the following day was also canceled due to inclement weather. STS-121 successfully launched on July 4 at 14:38. It was the first time a Space Shuttle launch had taken place on Independence Day. After she entered orbit, Nowak felt nauseated, a symptom of space adaptation syndrome. The first day in space was devoted to inspecting the orbiter for possible damage, as the crew had noticed debris falling off the external tank during liftoff. Nowak deployed the robotic arm to inspect the wing tips, nose and underside of the spacecraft using digital and video cameras and laser scanning. After six and a half hours of examination, all that was found was a white splotch on the nose cap. NASA engineers were initially concerned that this might be the result of a high-velocity impact, but after closer examination they determined it to be bird droppings. Some discoloration found on the leading edges was attributed to hydraulic fluid spills. After Discovery docked with the ISS, Wilson and Nowak used the robotic arm to unload the Italian-built Leonardo Multi-Purpose Logistics Module (MPLM). The 3,400 kilograms (7,400 lb) of equipment and supplies it contained included the Minus Eighty Lab Freezer for use in scientific experiments and a 640-kilogram (1,400 lb) Oxygen Generation System to allow the ISS to support up to six crew members. Nowak carried out her assigned tasks, but other crew members noted a reluctance to assist with tasks that were not assigned to her and for which she had not trained. While Discovery was docked with the ISS, the STS-121 crew conducted three spacewalks. The women were not considered for this activity; when NASA trimmed the space suit budget in the 1990s, small sizes were omitted. Women astronauts were assigned to other tasks like operating the robotic arms. From the Destiny laboratory on the ISS, Nowak operated the robotic arm whose installation she had overseen as CAPCOM years before. It was more challenging to operate than the one on the Space Shuttle, since it was larger and had an extra joint. Some 2,000 kilograms (4,300 lb) of trash, experiment results and broken equipment were packed into Leonardo, and Nowak and Wilson used the robotic arm to re-stow the module in Discovery's cargo bay. It was then used to make a final check of the Space Shuttle to ensure that no damage had been done by micrometeorites or space debris. Discovery undocked from the ISS and commenced its two-day return to Earth. In all, she spent 12 days 18 hours and 36 minutes in space, during which she traveled 8 million kilometers (5 million miles). Discovery landed at the Shuttle Landing Facility at the Kennedy Space Center at 09:14 on July 17. ### Homecoming As was usual, the six crew members of STS-121 embarked on a series of publicity events and interviews. They attended X Games XII at the Home Depot Center in Los Angeles from August 3 to 6, and the Houston Astros game on August 14 at Minute Maid Park, where the crew met pitcher Roger Clemens and threw ceremonial first pitches. On September 9, Nowak attended a tailgate party at the Naval Academy versus University of Massachusetts football game, where she gave her classmates the Class of 1985 flag she had carried on the Space Shuttle and signed photographs of herself. At half time she presented Annapolis with a Navy jersey she had carried on board Discovery. She gave a long interview with the Ladies' Home Journal for its Mother's Day issue and presented awards at NASA's Stennis Space Center. She went back to Luxmanor Elementary School and Tilden Middle School where she spoke to the children and attended celebrations at Annapolis for the 30th anniversary of its admission of women, during which she gave a presentation as part of the academy's Forrestal Lecture Series. In December, the STS-121 crew flew to the UK, where they visited the University of Edinburgh and the National Space Centre in Leicester, and spoke at the University of Leeds, fellow STS-121 crewmember Piers Sellers's alma mater. ## Orlando International Airport incident Nowak's marriage disintegrated, and she separated from Richard in January 2007. Her relationship with Oefelein also cooled, although she continued to call him almost every day. In late 2006, Oefelein began a relationship with U.S. Air Force Captain Colleen Shipman, who worked as an engineer with the 45th Space Wing at Patrick Air Force Base in Florida. Oefelein informed Nowak about Shipman in January. He thought Nowak took it well, and that they could remain friends. They continued to train for the MS 150, a charity bicycle race, but Shipman became uncomfortable with Nowak's bicycle being kept at Oefelein's place and asked him to get Nowak to remove it. On January 29, 2007, NASA announced that Stephanie Wilson had been chosen as the mission specialist for the STS-120 mission to replace Michael Foreman, who had been reassigned to the STS-123 mission, scheduled for February. Nowak had hoped for this assignment. According to Mark Kelly, Wilson was chosen because "she was a team player and well deserving. Nowak was not." Nowak was assigned to CAPCOM duties for STS-123 instead. ### Altercation On February 4, 2007, Nowak packed latex gloves, a black wig, a BB pistol and ammunition, pepper spray, a hooded tan trench coat, a drilling hammer, black gloves, an 8-inch (200 mm) Gerber folding knife and other items. She then drove her husband's car 900 miles (1,400 km) from Houston to Orlando, Florida, to confront Shipman. Early police reports stated that she wore Maximum Absorbency Garments during the trip, but she later denied this. On February 5, 2007, Nowak went to the Orlando International Airport and waited for about half an hour for Shipman's plane to touch down at 01:05. Shipman went to claim her suitcase, but it did not appear on the carousel. At the baggage claim office she was told that it would arrive on the next flight, at 03:00, and she was given a \$12 food and drink voucher. Shipman finally collected her suitcase from the baggage claim office at 03:15, and took a shuttle bus to the parking area at 03:28. Shipman said that after arriving, she became aware of someone following her to an airport satellite parking area. When she got into her car, she heard running footsteps and quickly locked the door. Nowak slapped the window and tried to open the car door, asked for a ride, then started crying. Shipman rolled down the window a couple of inches after which Nowak sprayed the pepper spray into the car. Shipman drove off to the parking lot booth where she called the police. Several Orlando Police Department Airport Division officers arrived minutes later with the first officer observing Nowak throwing a bag into the trash at a parking shuttle bus stop. Nowak was subsequently arrested at Orlando International Airport on charges of attempted kidnapping, battery, attempted vehicle burglary with battery, and destruction of evidence. In a handwritten request for a restraining order against Nowak after her arrest, Shipman referred to Nowak as an acquaintance of her boyfriend, but did not identify Oefelein. She claimed that Nowak had been stalking her for two months. Nowak told investigators she was involved in a relationship with Oefelein, which she described as being "more than a working relationship but less than a romantic relationship". Citing evidence of elaborate planning, disguises and weapons, police recommended she be held without bail. ### Arraignment Two fellow astronauts flew to Florida in T-38 jets for Nowak's arraignment: Captain Christopher Ferguson, the senior active duty Naval Officer in the NASA Astronaut Corps at the time, went as Nowak's commanding officer, and Lindsey, the commander of Nowak's shuttle mission, went as Chief of the Astronaut Office, the senior astronaut at NASA. On February 6, 2007, both appeared before a judge on her behalf. The state's assistant attorney, Amanda Cowan, argued that the facts indicated a well-thought-out plan to kidnap and perhaps to injure Shipman. In arguing for pre-trial release, Nowak's attorney remarked, "One's good works must count for something." Nowak was ordered released on \$15,500 bail under the condition she wear a GPS tracking device and not contact Shipman, but before Nowak could be released, Orlando police charged Nowak with attempted first-degree murder and announced she would not be released on bail. Her lawyer alleged that police and prosecutors, unhappy that Nowak had been granted bail, pressed more serious charges solely to keep her in jail. In the second arraignment Nowak was charged with attempted first-degree murder with a deadly weapon, for which the judge raised bail by \$10,000. After posting bail, Nowak was released from jail. Shipman dropped her request for a protection order on February 15. ### Reactions On February 6, 2007, Nowak was placed on 30-day leave by NASA. She returned to Houston on a commercial airline flight on February 8, and upon arrival was reportedly taken immediately under police escort to the Johnson Space Center for medical and psychiatric evaluation. Nowak's assignment to NASA as a serving Navy officer was terminated by the space agency on March 7, 2007. There was widespread public reaction to her arrest, concerns being expressed about NASA's astronaut selection and screening processes. Some commentators opined that NASA's presentation of astronauts as heroes was part of the problem. In response to concerns over Nowak's mental health, NASA Administrator Michael D. Griffin commissioned the NASA Astronaut Health Care System Review Committee, an independent panel, to examine how well NASA attended to the mental health of its astronauts. Patricia Santy, a former NASA flight surgeon and the author of the book Choosing the Right Stuff: Psychological Selection of Astronauts and Cosmonauts, described a culture among the Astronaut Corps to avoid discussing physical and psychological issues with medical personnel, due to the perception that any issues could jeopardize one's career and flight status. Policies at NASA were changed in a variety of ways: flight surgeons would receive further training in psychiatric evaluation, and a new "Astronaut Code of Professional Responsibility" was issued. Behavioral health evaluations would be included in the astronauts' annual flight physicals. ### Evidence On April 10, 2007, Florida prosecutors released more material in the case. The previous week, the trial judge had agreed to unseal some of the documents that described items found in Nowak's car after her arrest. Among these items were a handwritten note on USS Nimitz stationery listing Shipman's flight information and one on "Flight Controller's Log" paper listing more than 24 items, including sneakers, plastic gloves, contacts, cash, an umbrella, and black sweats. A floppy disk contained two photographs of Nowak riding in a bicycle race, and 15 images depicting an unidentified woman in different stages of undress. An evidence report dated March 15 indicated that nearly all of the photographs and drawings depicted scenes of bondage. Also found were \$585.00 and £41.00 (GBP) in cash and four brown paper bags with 69 orange pills that were not publicly identified. Investigators also examined two USB flash drives found in the car. They contained family pictures, digital movies, and NASA-related materials. Investigators concluded that the information on the disk and USB drives did not have any direct relationship to the alleged kidnapping attempt. Oefelein had provided Nowak with a cell phone to communicate with him. Phone records show that she called him at least twelve times, and sent seven text messages the day after he returned from his Space Shuttle flight on December 22, 2006, that he did not retrieve until December 24, when they had a seven-minute conversation. During December and January, over one hundred calls were made, although it is unclear who called whom. Under questioning by NASA and military investigators, Oefelein reportedly stated that he had broken off the relationship with Nowak. He did, however, have lunch with her in his apartment at least once in January, they continued to train together for the bicycle race, and they went to the gym together. On May 11, 2007, authorities released a surveillance video from the Orlando International Airport terminal showing Nowak waiting for nearly an hour, standing near the baggage claim, then donning a trench coat and following Shipman after she retrieved her bags. ### Developments On February 6, 2007, Nowak pleaded not guilty to the charges of attempted murder and attempted kidnapping. On March 2, Florida prosecutors filed three formal charges against Nowak: (1) attempted kidnapping with intent to inflict bodily harm or terrorize, (2) burglary of a conveyance with a weapon, and (3) battery. The prosecutors declined to file the attempted murder charge that had been recommended by Orlando police. She was ordered to wear an electronic monitoring ankle bracelet as a condition of her release. A pre-trial hearing was held on July 17, 2007, and further hearings were to be held on September 19, to argue defense motions to suppress some of the evidence obtained on the day of her arrest. On August 12, 2007, Nowak asked to have her GPS ankle bracelet removed, to which the judge agreed on August 30. On August 28, the trial judge unsealed a court document indicating that Nowak intended to pursue an insanity defense. According to documents submitted by her lawyer, Nowak was evaluated by two psychiatrists who diagnosed her with obsessive–compulsive personality disorder, Asperger syndrome, a single episode of major depressive disorder and a "brief psychotic disorder with marked stressors" at the time of the incident. The trial judge suppressed Nowak's initial (pre-Miranda) statements to police, as well as all evidence found in her vehicle, on November 2, 2007, citing police misconduct in their initial search and questioning. The prosecution appealed that ruling on November 8. A hearing on that appeal occurred on October 21, 2008. On December 5, 2008, the Florida Fifth District Court of Appeal held that her statements were taken in violation of her Miranda rights, but that the search of her car was still valid under the inevitable discovery exception to the search warrant requirement because the police would have inevitably found it in the normal course of the investigation despite her illegal statement. The case was sent back for trial. A pre-trial status hearing was scheduled for June 22, 2009. On April 1, 2009, the judge ordered Nowak to undergo two psychiatric evaluations before June 12, 2009. On May 15, 2009, it was reported that Nowak would not claim insanity if her case ever went to trial. Nowak's attorney withdrew a previous motion filed in 2007, which would have left open the opportunity to use an insanity defense in the case. On October 7, 2009, a judge in Orlando ruled in favor of allowing Nowak's attorneys to take a second deposition from Shipman to inquire whether Nowak actually pepper-sprayed Shipman. A medical report by paramedics raised some questions according to Nowak's attorneys as to the factual basis for it. If it was found not to have occurred, Nowak's attorneys wanted the criminal charges related to the assault and battery to be dropped before trial began. The trial was scheduled for December 7, 2009. On November 10, 2009, Nowak entered a guilty plea to felony burglary and misdemeanor battery as part of a plea deal. She was sentenced to a year's probation and the two days already served in jail, with no additional jail time. In March 2011, Nowak petitioned the court to seal the record of her criminal proceedings, citing harm to her family and their livelihood. The motion was granted. ## After NASA After the incident in Orlando, the Navy insisted on Nowak and Oefelein being returned to the Navy from NASA because they had violated the Navy's rules prohibiting adultery. Naval officials waited for Nowak's kidnapping case to be resolved before taking further action against her. She remained on active duty with the Navy and was subsequently ordered to work on the staff of the Chief of Naval Air Training (CNATRA) at Naval Air Station Corpus Christi, Texas. There, she was involved in the development of flight training curricula for broad use throughout the Navy. Nowak received the NASA Space Flight Medal on August 22, 2006, and on June 5, 2007. Nowak and her husband Richard divorced in June 2008, and she was given full custody of their three children. A Naval Board of Inquiry consisting of Rear Admirals Mark S. Boensel, Eleanor V. Valentin and Timothy S. Matthews voted on August 19, 2010, to recommend Nowak be separated from the Navy with an other than honorable discharge and reduction in rank from captain to commander. The panel's recommendation had to be reviewed by the Naval Personnel Command, and ultimately it would be determined by the Secretary of the Navy. On July 28, 2011, Assistant Secretary of Navy Juan M. Garcia III confirmed the panel's sentence. Nowak's conduct, Garcia said in a statement, "fell well short" of what is expected of Navy officers and "demonstrated a complete disregard for the well-being of a fellow service member". She retired from the Navy with an other than honorable discharge and the rank of commander on September 1, 2011. Astronaut Michael Coats, the director of the Johnson Space Center from 2005 to 2012, recalled that Nowak struggled after leaving the Navy, as the notoriety of her case kept potential employers from hiring her. In 2017, People magazine reported that Nowak was living quietly in Texas, where she was working in the private sector. Her attorney stated: "She's doing well." ## In popular culture Many found Nowak's story fascinating, and it has been adapted for television, a movie, and a 2007 episode of Law & Order: Criminal Intent that was inspired by Nowak's story and featured a love triangle among astronauts. A 2008 Molly Lewis song, "Road Trip", recounts the details of early news reports about Nowak's trip from Houston to Orlando. The 2017 Austra music video for "I Love You More Than You Love Yourself" references the actions leading up to Nowak's final arrest, with bandleader Katie Stelmanis playing the role of Lisa Nowak. Nowak was also the subject of a play, Starcrosser's Cut, which opened in Los Angeles in June 2013. In 2019, the film Lucy in the Sky (starring Natalie Portman) was produced, loosely based on Nowak's story.
22,822,937
Miss Meyers
1,169,943,389
Quarter Horse champion race mare
[ "1949 racehorse births", "1963 racehorse deaths", "AQHA Hall of Fame (horses)", "American Quarter Horse broodmares", "American Quarter Horse racehorses" ]
Miss Meyers (1949 – March 1963) was an American Quarter Horse racehorse and broodmare, the 1953 World Champion Quarter Running Horse. She won \$28,725 () as well as 17 races. As a broodmare, she produced, or was the mother of, the first American Quarter Horse Association (AQHA) Supreme Champion, Kid Meyers. She was the mother of three other foals, and was inducted into the AQHA Hall of Fame in 2009. ## Early life Miss Meyers was a chestnut-colored mare born in 1949 and sired, or fathered, by Leo, a member of the AQHA Hall of Fame. Miss Meyers' dam, or mother, was Star's Lou. Star's Lou's father was Oklahoma Star P-6, another AQHA Hall of Fame member. She was bred by O. C. Meyer, and later owned by Bruce A. Green. ## Race career Miss Meyers raced from 1952 until 1955 and won seven stakes races, placing second in seven others, and third in two more. She won 17 of her 59 starts on the racetrack. She placed second in another 15 races and third in 5. Her total earnings on the track were \$28,727 (). Among her wins in stakes races were the 1952 Buttons and Bows Stakes, the 1953 California Championship, the 1953 Billy Anson Stakes, the 1953 Rocky Mountain Quarter Horse Association World Championship Dash, the 1955 Bart B Stakes, the 1955 Barbara B Stakes and the 1955 Traveler Stakes. She set four track records, twice at 350 yards (320 m), once at 400 yards (370 m), and once at 440 yards (400 m). In 1953 she was named the AQHA World Champion Quarter Running Horse, as well as the High Money Earning Horse; the AQHA also awarded her the title of Superior Race Horse in 1954. The highest speed index she achieved, a measure of how fast she was able to run, during her racing career was AAAT, the highest possible at the time. It was not until she was a four-year-old, during 1953, that Miss Meyers performed well and started winning on the track. That year she won \$15,398 (), over half her lifetime earnings, as well as seven of her seventeen career wins. ## Broodmare and legacy After Miss Meyers retired from the racetrack, she became the dam of the first AQHA Supreme Champion, Kid Meyers, sired by fellow Hall of Famer Three Bars, a Thoroughbred. (A Supreme Champion is a horse that is outstanding on the racetrack, as a riding horse at horse shows and also conformationally, or how well put together the horse is). Kid Meyers was a 1963 sorrel stallion, and had 23 starts on the racetrack, winning 6 times. He earned a total of \$10,655 () on the track. After retiring from the racetrack, he earned his AQHA Champion in 1966 and his AQHA Supreme Champion in 1967. His highest speed index was AAA. Unlike most foals, who nurse for months after birth, Kid Meyers was orphaned at the age of one month in March 1963. Miss Meyers had three other foals. Oh My Oh, a 1957 bay mare sired by the Thoroughbred stallion Spotted Bull, started 30 times, winning eight races for a total earnings of \$12,592 () and coming in second in a stakes race. She earned an AAAT speed index. As a broodmare, she was the dam of All American Futurity winner Three Oh's. Miss Meyers' 1958 foal was Mr Meyers, a sorrel stallion sired by fellow Hall of Famer Go Man Go, who started 41 times, winning 9 times and placing third in four stakes races. His total race earnings were \$25,656 (). He went on to earn an AQHA Champion title along with a Superior Race Horse award, to go with his AAAT speed index. Mr Meyers became a successful breeding stallion. Miss Meyers' fourth foal was a 1959 chestnut mare named Milpool sired by Vandy. Milpool was never raced or entered in a horse show. Miss Meyers died in March 1963, shortly after having Kid Meyers. She was inducted into the AQHA's American Quarter Horse Hall of Fame in 2009. ## Pedigree
4,529,709
Richard Cordray
1,167,673,381
American lawyer & politician (born 1959)
[ "1959 births", "Alumni of Brasenose College, Oxford", "Biden administration personnel", "Candidates in the 2018 United States elections", "Democratic Party members of the Ohio House of Representatives", "Jeopardy! contestants", "Law clerks of the Supreme Court of the United States", "Living people", "Marshall Scholars", "Michigan State University alumni", "Obama administration personnel", "Ohio Attorneys General", "People from Grove City, Ohio", "People of the Consumer Financial Protection Bureau", "Recess appointments during the Obama administration", "Solicitors General of Ohio", "State treasurers of Ohio", "Trump administration personnel", "University of Chicago Law School alumni" ]
Richard Adams Cordray (born May 3, 1959) is an American lawyer and politician serving as the COO of Federal Student Aid in the United States Department of Education. He served as the first director of the Consumer Financial Protection Bureau (CFPB) from 2012 to 2017. Before that, Cordray variously served as Ohio's attorney general, solicitor general, and treasurer. He was the Democratic nominee for governor of Ohio in 2018. Cordray was raised near Columbus, Ohio and attended Michigan State University. He was subsequently a Marshall Scholar at Brasenose College, Oxford and then attended the University of Chicago Law School, where he was editor-in-chief of the Law Review. In 1987 he became an undefeated five-time Jeopardy! champion. Cordray was elected to the Ohio House of Representatives in 1990. After redistricting, Cordray decided to run for the United States House of Representatives in 1992 but was defeated. The following year he was appointed by the Ohio Attorney General as the first Solicitor General of Ohio. His experience as Solicitor led to his appearance before the United States Supreme Court to argue six cases. Following Republican victories in Ohio statewide elections in 1994, Cordray left his appointed position and entered the private practice of law. While in private practice he unsuccessfully ran for Ohio Attorney General in 1998 and the United States Senate in 2000. He was elected Franklin County treasurer in 2002 and reelected in 2004 before being elected Ohio State Treasurer in 2006. Cordray was elected Ohio Attorney General in November 2008 to fill the remainder of the term ending in January 2011. In 2010, Cordray lost his bid for reelection to former U.S. Senator Mike DeWine. He became Director of the CFPB via recess appointment in July 2011 and was confirmed by the Senate in 2013. Cordray left the agency in late 2017 to run for governor of Ohio, an election he lost to DeWine. ## Early life and education Cordray was born in Columbus, Ohio, the middle child between brothers Frank Jr. and Jim, and was raised in Grove City, Ohio, where he attended public schools. At Grove City High School, Cordray became a champion on the high school quiz show In The Know and worked for minimum wage at McDonald's. He graduated from high school in 1977 as co-valedictorian of his class. His first job in politics was as an intern for United States Senator John Glenn as a junior at Michigan State University's James Madison College. Cordray earned Phi Beta Kappa honors and graduated summa cum laude with a Bachelor of Arts degree in legal and political theory in 1981. As a Marshall Scholar, he earned a Master of Arts with first class honors in economics from Brasenose College, Oxford. He was a member of the Oxford University Men's Basketball Team and earned a Varsity Blue in 1983. At the University of Chicago Law School, where he earned his Juris Doctor with honors in 1986, he served as editor-in-chief of the University of Chicago Law Review. ## Early career After starting work as a law clerk at the U.S. Supreme Court, Cordray returned to his high school to deliver the commencement speech for the graduating class of 1988. He began his career by clerking for Judge Robert Bork of the U.S. Court of Appeals for the District of Columbia Circuit and for Justice Anthony Kennedy of the Supreme Court of the United States. After clerking for Kennedy in 1989, he was hired by the international law firm Jones Day to work in its Cleveland office. From 1989 to at least 2000, Cordray taught various courses at the Ohio State University Moritz College of Law and Georgetown University. ### Ohio House of Representatives In 1990 Cordray ran for an Ohio State House of Representatives seat, in the 33rd district (southern and western Franklin County), against six-term incumbent Republican Don Gilmore. Unopposed for the Democratic nomination, he defeated Gilmore by an 18,573–11,944 (61–39%) margin. ### 1992 congressional election In 1991 the state Apportionment Board, controlled by a 3–2 Republican majority despite the party's 61–38 minority in the state House of Representatives, redrew state legislative districts following the results of the 1990 Census, in the hope of retaking control of the state House. The new boundaries created nine districts each with two resident incumbent Democrats, pairing Cordray with the 22-year incumbent Mike Stinziano. Unable to be elected in another district due to a one-year residency requirement, Cordray opted not to run for reelection. Cordray ran for Ohio's 15th congressional district in the 1992 U.S. House of Representatives elections, and won the Democratic nomination over Bill Buckel by an 18,731–5,329 (78–22%) margin, following the withdrawal of another candidate, Dave Sommer. Cordray's platform included federal spending cuts, term limits for Congress and a line-item veto for the president. When Deborah Pryce, then a Franklin County municipal judge, announced that she would vote to support abortion rights, Linda S. Reidelbach entered the race as an independent. Thus the general election was a three-way affair, with Pryce taking a plurality of 110,390 votes (44.1%), Cordray 94,907 (37.9%) and Reidelbach 44,906 (17.9%). ### Ohio solicitor general While in private practice in 1993, Cordray co-wrote a legal brief for the Anti-Defamation League, in a campaign supported by Ohio's attorney general, for the reinstatement of Ohio's hate crime laws. This was considered by the U.S. Supreme Court, but not ruled on because of its similarity to a previous Wisconsin ruling. In 1993 the government of Ohio created the office of state solicitor general to handle the state's appellate work. The state solicitor, appointed by the Ohio attorney general, is responsible for cases that are to be argued before the Ohio Supreme Court and the United States Supreme Court. Until 1998, the Solicitor worked without any support staff. Cordray, who had earlier worked for a summer in the office of the United States solicitor general, was the first Solicitor to be appointed, in September 1993. He held the position until he resigned after Ohio Attorney General Lee Fisher was defeated by Betty Montgomery in 1994. His cases before the Supreme Court included Wilson v. Layne () and Hanlon v. Berger (). Though he lost his first case, he won his second case, which garnered a substantial amount of media attention for its consideration of the constitutionality of media ride-alongs with police. Other cases included Household Credit Services v. Pfennig (), Brown v. Legal Foundation of Washington (), Demore v. Kim (), and Groh v. Ramirez (). Cordray contested the Ku Klux Klan's right to erect a cross at the Ohio Statehouse after the state's Capitol Square Review and Advisory Board denied the Klan's request during the 1993 Christmas holiday. He argued that the symbolic meaning of the cross was different from the Christmas tree and menorah, which the state permits. The Klan prevailed in the 6th U.S. Circuit Court of Appeals on December 21, 1993, and erected a 10-foot (3 m) cross the following day. The same board denied the Klan a permit to rally on Martin Luther King Day (January 15, 1994) due to the group's failure to pay a \$15,116 bill from its Oct. 23 rally and its refusal to post a bond to cover expenses for the proposed rally. When the same 6th U.S. Circuit Court of Appeals overturned the decision to deny the 1994 permit, the state chose not to appeal. The following year the Klan again applied to erect a cross for the Christmas holiday season, and the 6th U.S. Circuit Court of Appeals concurred with the prior ruling. The United States Supreme Court did not agree to hear arguments on the topic until a few weeks after Cordray resigned from his solicitor general position. After his resignation in 1994 he several times represented the federal government in the U.S. Supreme Court: two of Cordray's appearances before were by appointment of the Democratic Bill Clinton Justice Department and two were by the Republican George W. Bush Justice Department. Cordray was granted a ruling by the Ohio Supreme Court that lower courts could not grant a stay of execution for a death row inmate. At the same time, Fisher, Cordray's boss, sought a referendum to mandate that appeals in death penalty cases be made directly to the Supreme Court. In 1994 the 6th U.S. Circuit Court of Appeals in Steffen v. Tate (39 F.3d 622 1994) limited death row inmates to a single federal appeal and said that federal courts cannot stay an execution if the case is still in a state court. In early 1996 Cordray was elected to the Ohio Democratic Party Central Committee from the 15th district by a 5,472–1,718 margin over John J. Kulewicz. From 1995 to 2007 Cordray was a sole practitioner and Of Counsel to Kirkland & Ellis. In late 1996 Cordray, who was in private practice at the time, was a leading contender and finalist for a United States attorney position during the second term of the Clinton administration, along with Kent Markus and Sharon Zealey. Zealey was eventually selected. ### 1998 Ohio Attorney General election During the 1998 election for Ohio attorney general, Cordray ran unopposed in the Democratic primary but was defeated, 62%–38%, by one-term Republican incumbent Betty Montgomery. ### 2000 U.S. Senate election Cordray entered the U.S. Senate elections in a race that began as a three-way contest for the Democratic nomination to oppose first-term Republican incumbent Mike DeWine. The three-way race was unusual since the three candidates (Cordray, Rev. Marvin McMickle, and Ted Celeste) were encouraged to campaign together in order to promote name recognition, conserve resources and lessen infighting. Ohio Democratic party leaders believed Cordray was better suited for an Ohio Supreme Court seat and urged him to drop out of the Senate race. Despite the Ohio Democrats not endorsing any candidate in the primary election, the entry of Dan Radakovich as a fourth competitor, and the anticipated entry of former Mayor of Cincinnati and television personality Jerry Springer, Cordray persisted in his campaign. Celeste, the younger brother of former Ohio governor Dick Celeste, won with 369,772 votes. He was trailed by McMickle (the only black Senate candidate in the country in 2000) with 204,811 votes, Cordray with 200,157, and Radakovich with 69,002. ### Franklin county treasurer Cordray was unopposed in the May 7, 2002, primary election for the Democratic nomination as Franklin County treasurer. He defeated Republican incumbent Wade Steen, who had been appointed in May 2001 to replace Bobbie M. Hall. The election was close, unofficially 131,199–128,677 (50.5%–49.5%), official margin of victory 3,232. Cordray was the first Democrat to hold the position since 1977, and he assumed office on December 9, 2002, instead of after January 1 because he was filling Hall's unexpired term. The Franklin County Republican party made no endorsement in the 2004 election, but Republican Jim Timko challenged Cordray. Cordray defeated him and was elected to a four-year term by a 272,593–153,625 (64%–36%) margin. As Franklin County treasurer Cordray focused on four major initiatives: collection of delinquent tax revenue through a tax lien certificate sale, creation of a land bank, personal finance education, and the development of a community outreach program. He managed a portfolio that averaged \$650 million and consistently beat its benchmarks, and set new records for delinquent tax collection in Franklin County, which was the only Ohio county with a AAA credit rating. He also served as president of the Board of Revision and chair of the Budget Commission. In 2005, Cordray was named the national County Leader of the Year by American City & County magazine. ## Later career ### Ohio treasurer In the 2006 Democratic party primary election for Ohio treasurer, Cordray was set to face Montgomery County Treasurer Hugh Quill, but Quill withdrew before the election. He defeated Republican nominee Sandra O'Brien for state treasurer in the 2006 election. Cordray succeeded Jennette Bradley in a near-statewide sweep by the Democratic Party. Cordray noted that when he assumed statewide office, Ohio was challenged with restoring public trust after the misdeeds of former Ohio Governor Bob Taft. Referring to what would be required to follow Ohio Attorney General Marc Dann and his interim successor Nancy Rogers, he said: "... we have been patiently rebuilding the public trust there [in the state government] and I think it would be a very similar task there in the Attorney General's office." ### Ohio attorney general #### 2008 election Cordray announced his 2008 candidacy for Ohio state attorney general on June 11, 2008. He was endorsed by Ohio Governor Ted Strickland. The vacancy in the office of the attorney general was created by the May 14, 2008, resignation of Marc Dann, who was embroiled in a sex scandal. Several leading Republican party contenders such as Montgomery, Jim Petro, DeWine, Maureen O'Connor, and Rob Portman declined to enter the race. Cordray's opponents in the race were Michael Crites (Republican), and Robert M. Owens (Independent). Cordray had a large financial advantage over his opponents, with approximately 30 times as much campaign financing as Crites. Crites's campaign strategies included attempts to link Cordray with Dann—an association The Columbus Dispatch called into question—and promoting himself as having more years of prosecutorial experience. Cordray asserted that he managed the state's money safely despite the turbulence of the financial crisis of 2007–2008. Ohio statewide offices are regularly contested every four years in the midterm election years. 2008 was a Class 2 senatorial election year, and Ohio is a state with class 1 and class 3 senators. Thus the Attorney General race was the only statewide non-presidential race in the 2008 election aside from contests for two seats on the Ohio Supreme Court. Cordray defeated Crites, 57%–38%. #### Tenure Bank of America In July 2009 Denny Chin, a judge on the United States district court for the Southern District of New York, granted lead plaintiff status to a group of five public pension funds for investor class-action lawsuits against the Bank of America Corporation over its acquisition of Merrill Lynch & Company. The claim was that Bank of America misled investors about Merrill's financial well-being prior to the January 1, 2009 acquisition despite awareness that Merrill was headed toward a significant loss that amounted to \$15.84 billion in its fourth quarter. The suit also alleged that significant bonus payments were concealed. The curious dealings led to congressional hearings about why the merger commenced without any disclosures. In September 2009 Cordray, on behalf of Ohio's largest public employee pension funds (State Teachers Retirement System of Ohio and the Ohio Public Employees Retirement System), the Teacher Retirement System of Texas and pension funds from Sweden and the Netherlands, filed suit alleging that Bank of America, its directors and four executives (Bank of America Chief Executive Kenneth Lewis, Bank of America Chief Financial Officer Joe Price, accounting chief Neil Cotty and former Merrill chairman and CEO John Thain) acted to conceal Merrill's growing losses from shareholders voted to approve the deal the prior December. Prior to the filing the five funds had filed individual complaints, but the September filing of an amended complaint joined the actions with Cordray representing the lead plaintiff. The amended complaint included details about conversations and communications between Bank of America and Merrill Lynch executives that were revealed in media reports, congressional testimony and investigations by the Securities and Exchange Commission. The filing was an attempt to recover losses endured when Bank of America's share price fell after the transaction. The damages were sought from Bank of America, individual executives, the bank's board of directors, including any insurers that cover directors' legal liabilities. Among the specifics of the claim were that Bank of America agreed to allow Merrill Lynch to pay as much as \$5.8 billion in undisclosed year-end discretionary bonuses to executives and employees and that Bank of America and Merrill Lynch executives were aware of billions of dollars in losses suffered by Merrill Lynch in the two months before the merger vote but failed to disclose them. Bid rigging case In April 2010 Cordray reached a \$1 billion settlement with American International Group (AIG), one of four remaining named defendants (along with Marsh & McLennan, Hartford Financial Services and Chubb Corp.), in a 2007 antitrust case regarding business practices between 2001 and 2004. The settlement was divided among 26 Ohio universities, cities and schools. Zurich Financial Services settled in 2006. Cordray believes that Marsh was the organizing company for the illegal practices and noted that a trial could commence in 2011. AIG admitted no wrongdoing and said the settlement was to avoid risks and prolonged expenses. #### 2010 election On November 2, 2010, Cordray lost his reelection bid to former U.S. senator Mike DeWine by two points. Cordray was repeatedly mentioned as a potential 2014 candidate for governor of Ohio, but after being confirmed to a five-year term to head the CFPB, he declined to run. ### Consumer Financial Protection Bureau (2012–2017) On December 15, 2010, Special Advisor to President Barack Obama Elizabeth Warren announced that she had selected Cordray to lead the enforcement arm of the newly-created United States Consumer Financial Protection Bureau (CFPB), saying, "Richard Cordray has the vision and experience to help us build a team that ensures every lender in the marketplace is playing by the rules." In announcing his appointment to this position Cordray also said that he intended to once again run for statewide office in Ohio in 2014. Cordray described the opportunity to The Wall Street Journal as a chance to resume "... in many ways doing on a 50-state basis the things I cared most about as a state attorney general, with a more robust and a more comprehensive authority." On July 17, 2011, Cordray was selected over Warren as the head of the entire CFPB, but his nomination was immediately in jeopardy because 44 Senate Republicans had previously vowed to derail any nominee in order to push for a decentralized structure to the organization. This was part of a pattern of conflict between Republicans in the Senate and the Obama administration that had led to record numbers of blocked and failed nominations. On July 21, 2011, Senator Richard Shelby wrote an op-ed article for The Wall Street Journal affirming continued opposition (that went back to a May 5 letter to the President) to a centralized structure, noting that both the Securities Exchange Commission and Federal Deposit Insurance Corporation had executive boards and that the CFPB should be no different. Politico interpreted Shelby's statements as saying that Cordray's nomination was "Dead on Arrival". In October, as the nomination remained on hold, the National Association of Attorneys General endorsed Cordray. On December 8, 2011, the Senate failed to secure cloture on Cordray's nomination. The final vote was 53–45, with 50 out of 51 Democrats voting for cloture, and 45 out of 47 Republicans voting against. On January 4, 2012, Obama gave Cordray a recess appointment to the post, bypassing the Senate, which had been holding, over the holiday recess, pro forma sessions of the Senate (gaveling in and gaveling out minutes later, without any legislative business being conducted) in order to block Obama from making a recess appointment. The White House's position was that the Senate was effectively in recess, and therefore that Obama was empowered to make a recess appointment; this move was criticized by Republican senators, who argued that Congress had not officially been in recess, and that Obama did not have the authority to bypass Senate approval. The validity of the recess appointment was challenged by the courts, and in June 2014, in the decision in NLRB v. Noel Canning, the Supreme Court unanimously vacated recess appointments made while the Senate was in pro forma session, determining that the Senate was not in recess at the time of the appointments. This decision did not affect Cordray because, almost two years after the recess appointment, he had been confirmed by the Senate. On January 24, 2013, Obama renominated Cordray as CFPB director. Senate Republicans opposed his nomination , but amid a July 2013 push by Senate Democrats to eliminate the filibuster for all executive-branch nominees, senators struck a deal to pave the way for a final, up-or-down vote. The Senate voted 71–29 on July 16, 2013, to invoke cloture on Cordray's nomination, and confirmed Cordray in a 66–34 vote the same day. Republican groups including American Rising Squared and Congressman Jeb Hensarling filed complaints that Cordray had violated the Hatch Act by considering a run for governor of Ohio while serving as the Director of the CFPB, but the United States Office of Special Counsel cleared Cordray of any wrongdoing. Cordray has said that after President Trump was inaugurated, Trump and Office of Management and Budget Director Mick Mulvaney worked to undermine Cordray and the CFPB. On November 15, 2017, Cordray announced his resignation as director of the CFPB, sparking a legal dispute over who would succeed him as acting director. ### 2018 Ohio gubernatorial election On December 5, 2017, Cordray announced his candidacy for governor of Ohio in the 2018 election. He won the Democratic primary on May 8, 2018, and faced Republican challenger and Ohio Attorney General Mike DeWine in the general election. On August 1, 2018, former President Barack Obama endorsed Cordray for governor. In the November 6, 2018 general election DeWine defeated Cordray with 50.4% of the vote to Cordray's 46.7%; third-party candidates received 2.9%. ## Personal life On July 11, 1992, Cordray married Margaret "Peggy" Cordray, a law professor at Capital University Law School. The Cordrays have twins, a daughter and son, and reside near Grove City, Ohio. His father retired as an Orient Developmental Center program director for intellectually disabled residents after 43 years of service. His mother, Ruth Cordray, from Dayton, Ohio, died in 1980. She was a social worker, teacher and founder of Ohio's first foster grandparent program for individuals with developmental disabilities. Richard Cordray carried the Olympic Flame through Findlay, Ohio, as part of the nationwide torch relay to the 1996 Summer Olympics in Atlanta, Georgia and has served as a member of the Advisory Board for the Friends of the Homeless and part of Al Gore's select group known as Leadership '98. ### Appearances on Jeopardy! Cordray is an undefeated five-time champion and Tournament of Champions semifinalist on Jeopardy! In 1987 he won \$45,303 from the show, which he used to pay law school debt, to pay taxes and to buy a used car. The total winnings came from \$40,303 in prize money during his five-contest streak and \$5,000 for a first-round win in the Tournament of Champions. His campaign for public office in 1990 precluded him from participating in the Super Jeopardy! elimination tournament of champions, as ABC, the network that carried the tournament, had a policy against political contestants appearing on the show (excluding Celebrity Jeopardy!). But he did compete in the Battle of the Decades tournament, appearing in the show aired February 5, 2014, and finishing second to aerospace consultant Tom Nosek. Because of his duties as a federal employee, he turned down the \$5,000 he won for that appearance. ## See also - List of law clerks of the Supreme Court of the United States (Seat 1) - List of law clerks of the Supreme Court of the United States (Seat 6)
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El Greco
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Greek painter of the Spanish Renaissance (1541–1614)
[ "1541 births", "1614 deaths", "16th-century Greek painters", "16th-century Spanish painters", "17th-century Greek painters", "17th-century Spanish painters", "Artists from Heraklion", "Burials in the Province of Toledo", "Catholic painters", "Converts to Roman Catholicism from Eastern Orthodoxy", "Cretan Renaissance painters", "Cretan painters", "El Greco", "Emigrants from the Republic of Venice to Spain", "Former Greek Orthodox Christians", "Greek Roman Catholics", "Greek male painters", "Greek portrait painters", "Mannerist painters", "Painters from Rome", "Spanish Renaissance painters", "Spanish Roman Catholics", "Spanish male painters", "Spanish people of Greek descent" ]
Domḗnikos Theotokópoulos (Greek: Δομήνικος Θεοτοκόπουλος, ; 1 October 1541 – 7 April 1614), most widely known as El Greco (; "The Greek"), was a Greek painter, sculptor and architect of the Spanish Renaissance. El Greco was a nickname, and the artist normally signed his paintings with his full birth name in Greek letters, often adding the word Κρής (Krḗs), which means "Cretan". El Greco was born in the Kingdom of Candia (modern Crete), which was at that time part of the Republic of Venice, Italy, and the center of Post-Byzantine art. He trained and became a master within that tradition before traveling at age 26 to Venice, as other Greek artists had done. In 1570, he moved to Rome, where he opened a workshop and executed a series of works. During his stay in Italy, El Greco enriched his style with elements of Mannerism and of the Venetian Renaissance taken from a number of great artists of the time, notably Tintoretto. In 1577, he moved to Toledo, Spain, where he lived and worked until his death. In Toledo, El Greco received several major commissions and produced his best-known paintings, such as View of Toledo and Opening of the Fifth Seal. El Greco's dramatic and expressionistic style was met with puzzlement by his contemporaries but found appreciation by the 20th century. El Greco is regarded as a precursor of both Expressionism and Cubism, while his personality and works were a source of inspiration for poets and writers such as Rainer Maria Rilke and Nikos Kazantzakis. El Greco has been characterized by modern scholars as an artist so individual that he belongs to no conventional school. He is best known for tortuously elongated figures and often fantastic or phantasmagorical pigmentation, marrying Byzantine traditions with those of Western painting. ## Life ### Early years and family Born in 1541, in either the village of Fodele or Candia (the Venetian name of Chandax, present day Heraklion) on Crete, El Greco was descended from a prosperous urban family, which had probably been driven out of Chania to Candia after an uprising against the Catholic Venetians between 1526 and 1528. El Greco's father, Geṓrgios Theotokópoulos ( 1556), was a merchant and tax collector. Almost nothing is known about his mother or his first wife, except that they were also Greek. His second wife was a Spaniard. El Greco's older brother, Manoússos Theotokópoulos (1531–1604), was a wealthy merchant and spent the last years of his life (1603–1604) in El Greco's Toledo home. El Greco received his initial training as an icon painter of the Cretan school, a leading center of post-Byzantine art. In addition to painting, he probably studied the classics of ancient Greece, and perhaps the Latin classics also; he left a "working library" of 130 volumes at his death, including the Bible in Greek and an annotated Vasari book. Candia was a center for artistic activity where Eastern and Western cultures co-existed harmoniously, where around two hundred painters were active during the 16th century, and had organized a painters' guild, based on the Italian model. In 1563, at the age of twenty-two, El Greco was described in a document as a "master" ("maestro Domenigo"), meaning he was already a master of the guild and presumably operating his own workshop. Three years later, in June 1566, as a witness to a contract, he signed his name in Greek as μαΐστρος Μένεγος Θεοτοκόπουλος σγουράφος (maḯstros Ménegos Theotokópoulos sgouráfos; "Master Ménegos Theotokópoulos, painter"). Most scholars believe that the Theotokópoulos "family was almost certainly Greek Orthodox", although some Catholic sources still claim him from birth. Like many Orthodox emigrants to Catholic areas of Europe, some assert that he may have transferred to Catholicism after his arrival, and possibly practiced as a Catholic in Spain, where he described himself as a "devout Catholic" in his will. The extensive archival research conducted since the early 1960s by scholars, such as Nikolaos Panayotakis, Pandelis Prevelakis and Maria Constantoudaki, indicates strongly that El Greco's family and ancestors were Greek Orthodox. One of his uncles was an Orthodox priest, and his name is not mentioned in the Catholic archival baptismal records on Crete. Prevelakis goes even further, expressing his doubt that El Greco was ever a practicing Roman Catholic. Important for his early biography, El Greco, still in Crete, painted his Dormition of the Virgin near the end of his Cretan period, probably before 1567. Three other signed works of "Domḗnicos" are attributed to El Greco (Modena Triptych, St. Luke Painting the Virgin and Child, and The Adoration of the Magi). ### Italy It was natural for the young El Greco to pursue his career in Venice, Crete having been a possession of the Republic of Venice since 1211. Though the exact year is not clear, most scholars agree that El Greco went to Venice around 1567. Knowledge of El Greco's years in Italy is limited. He lived in Venice until 1570 and, according to a letter written by his much older friend, the greatest miniaturist of the age, Giulio Clovio, was a "disciple" of Titian, who was by then in his eighties but still vigorous. This may mean he worked in Titian's large studio, or not. Clovio characterized El Greco as "a rare talent in painting". In 1570, El Greco moved to Rome, where he executed a series of works strongly marked by his Venetian apprenticeship. It is unknown how long he remained in Rome, though he may have returned to Venice (c. 1575–76) before he left for Spain. In Rome, on the recommendation of Giulio Clovio, El Greco was received as a guest at the Palazzo Farnese, which Cardinal Alessandro Farnese had made a center of the artistic and intellectual life of the city. There he came into contact with the intellectual elite of the city, including the Roman scholar Fulvio Orsini, whose collection would later include seven paintings by the artist (View of Mt. Sinai and a portrait of Clovio are among them). Unlike other Cretan artists who had moved to Venice, El Greco substantially altered his style and sought to distinguish himself by inventing new and unusual interpretations of traditional religious subject matter. His works painted in Italy were influenced by the Venetian Renaissance style of the period, with agile, elongated figures reminiscent of Tintoretto and a chromatic framework that connects him to Titian. The Venetian painters also taught him to organize his multi-figured compositions in landscapes vibrant with atmospheric light. Clovio reports visiting El Greco on a summer's day while the artist was still in Rome. El Greco was sitting in a darkened room, because he found the darkness more conducive to thought than the light of the day, which disturbed his "inner light". As a result of his stay in Rome, his works were enriched with elements such as violent perspective vanishing points or strange attitudes struck by the figures with their repeated twisting and turning and tempestuous gestures; all elements of Mannerism. By the time El Greco arrived in Rome, Michelangelo and Raphael were dead, but their example continued to be paramount, and somewhat overwhelming for young painters. El Greco was determined to make his own mark in Rome defending his personal artistic views, ideas and style. He singled out Correggio and Parmigianino for particular praise, but he did not hesitate to dismiss Michelangelo's Last Judgment in the Sistine Chapel; he extended an offer to Pope Pius V to paint over the whole work in accord with the new and stricter Catholic thinking. When he was later asked what he thought about Michelangelo, El Greco replied that "he was a good man, but he did not know how to paint". And thus we are confronted by a paradox: El Greco is said to have reacted most strongly or even condemned Michelangelo, but found it impossible to withstand his influence. Michelangelo's influence can be seen in later El Greco works such as the Allegory of the Holy League. By painting portraits of Michelangelo, Titian, Clovio and, presumably, Raphael in one of his works (The Purification of the Temple), El Greco not only expressed his gratitude but also advanced the claim to rival these masters. As his own commentaries indicate, El Greco viewed Titian, Michelangelo and Raphael as models to emulate. In his 17th century Chronicles, Giulio Mancini included El Greco among the painters who had initiated, in various ways, a re-evaluation of Michelangelo's teachings. Because of his unconventional artistic beliefs (such as his dismissal of Michelangelo's technique) and personality, El Greco soon acquired enemies in Rome. Architect and writer Pirro Ligorio called him a "foolish foreigner", and newly discovered archival material reveals a skirmish with Farnese, who obliged the young artist to leave his palace. On 6 July 1572, El Greco officially complained about this event. A few months later, on 18 September 1572, he paid his dues to the Guild of Saint Luke in Rome as a miniature painter. At the end of that year, El Greco opened his own workshop and hired as assistants the painters Lattanzio Bonastri de Lucignano and Francisco Preboste. ### Spain #### Move to Toledo In 1577, El Greco migrated to Madrid, then to Toledo, where he produced his mature works. At the time, Toledo was the religious capital of Spain and a populous city with "an illustrious past, a prosperous present and an uncertain future". In Rome, El Greco had earned the respect of some intellectuals, but was also facing the hostility of certain art critics. During the 1570s the huge monastery-palace of El Escorial was still under construction and Philip II of Spain was experiencing difficulties in finding good artists for the many large paintings required to decorate it. Titian was dead, and Tintoretto, Veronese and Anthonis Mor all refused to come to Spain. Philip had to rely on the lesser talent of Juan Fernández de Navarrete, of whose gravedad y decoro ("seriousness and decorum") the king approved. When Fernández died in 1579, the moment was ideal for El Greco to move to Toledo. Through Clovio and Orsini, El Greco met Benito Arias Montano, a Spanish humanist and agent of Philip; Pedro Chacón, a clergyman; and Luis de Castilla, son of Diego de Castilla, the dean of the Cathedral of Toledo. El Greco's friendship with Castilla would secure his first large commissions in Toledo. He arrived in Toledo by July 1577, and signed contracts for a group of paintings that was to adorn the church of Santo Domingo el Antiguo in Toledo and for the renowned El Espolio. By September 1579 he had completed nine paintings for Santo Domingo, including The Trinity and The Assumption of the Virgin. These works would establish the painter's reputation in Toledo. El Greco did not plan to settle permanently in Toledo, since his final aim was to win the favor of Philip and make his mark in his court. Indeed, he did manage to secure two important commissions from the monarch: Allegory of the Holy League and Martyrdom of St. Maurice. However, the king did not like these works and placed the St Maurice altarpiece in the chapter-house rather than the intended chapel. He gave no further commissions to El Greco. The exact reasons for the king's dissatisfaction remain unclear. Some scholars have suggested that Philip did not like the inclusion of living persons in a religious scene; some others that El Greco's works violated a basic rule of the Counter-Reformation, namely that in the image the content was paramount rather than the style. Philip took a close interest in his artistic commissions, and had very decided tastes; a long sought-after sculpted Crucifixion by Benvenuto Cellini also failed to please when it arrived, and was likewise exiled to a less prominent place. Philip's next experiment, with Federico Zuccari was even less successful. In any case, Philip's dissatisfaction ended any hopes of royal patronage El Greco may have had. #### Mature works and later years Lacking the favor of the king, El Greco was obliged to remain in Toledo, where he had been received in 1577 as a great painter. According to Hortensio Félix Paravicino, a 17th-century Spanish preacher and poet, "Crete gave him life and the painter's craft, Toledo a better homeland, where through Death he began to achieve eternal life." In 1585, he appears to have hired an assistant, Italian painter Francisco Preboste, and to have established a workshop capable of producing altar frames and statues as well as paintings. On 12 March 1586 he obtained the commission for The Burial of the Count of Orgaz, now his best-known work. The decade 1597 to 1607 was a period of intense activity for El Greco. During these years he received several major commissions, and his workshop created pictorial and sculptural ensembles for a variety of religious institutions. Among his major commissions of this period were three altars for the Chapel of San José in Toledo (1597–1599); three paintings (1596–1600) for the Colegio de Doña María de Aragon, an Augustinian monastery in Madrid, and the high altar, four lateral altars, and the painting St. Ildefonso for the Capilla Mayor of the Hospital de la Caridad (Hospital of Charity) at Illescas (1603–1605). The minutes of the commission of The Virgin of the Immaculate Conception (1607–1613), which were composed by the personnel of the municipality, describe El Greco as "one of the greatest men in both this kingdom and outside it". Between 1607 and 1608 El Greco was involved in a protracted legal dispute with the authorities of the Hospital of Charity at Illescas concerning payment for his work, which included painting, sculpture and architecture; this and other legal disputes contributed to the economic difficulties he experienced towards the end of his life. In 1608, he received his last major commission at the Hospital of Saint John the Baptist in Toledo. El Greco made Toledo his home. Surviving contracts mention him as the tenant from 1585 onwards of a complex consisting of three apartments and twenty-four rooms which belonged to the Marquis de Villena. It was in these apartments, which also served as his workshop, that he spent the rest of his life, painting and studying. He lived in considerable style, sometimes employing musicians to play whilst he dined. It is not confirmed whether he lived with his Spanish female companion, Jerónima de Las Cuevas, whom he probably never married. She was the mother of his only son, Jorge Manuel, born in 1578, who also became a painter, assisted his father, and continued to repeat his compositions for many years after he inherited the studio. In 1604, Jorge Manuel and Alfonsa de los Morales gave birth to El Greco's grandson, Gabriel, who was baptized by Gregorio Angulo, governor of Toledo and a personal friend of the artist. During the course of the execution of a commission for the Hospital de Tavera, El Greco fell seriously ill, and died a month later, on 7 April 1614. A few days earlier, on 31 March, he had directed that his son should have the power to make his will. Two Greeks, friends of the painter, witnessed this last will and testament (El Greco never lost touch with his Greek origins). He was buried in the Church of Santo Domingo el Antiguo, aged 73. ## Art ### Technique and style The primacy of imagination and intuition over the subjective character of creation was a fundamental principle of El Greco's style. El Greco discarded classicist criteria such as measure and proportion. He believed that grace is the supreme quest of art, but the painter achieves grace only by managing to solve the most complex problems with ease. El Greco regarded color as the most important and the most ungovernable element of painting, and declared that color had primacy over form. Francisco Pacheco, a painter and theoretician who visited El Greco in 1611, wrote that the painter liked "the colors crude and unmixed in great blots as a boastful display of his dexterity" and that "he believed in constant repainting and retouching in order to make the broad masses tell flat as in nature". Art historian Max Dvořák was the first scholar to connect El Greco's art with Mannerism and Antinaturalism. Modern scholars characterize El Greco's theory as "typically Mannerist" and pinpoint its sources in the Neoplatonism of the Renaissance. Jonathan Brown believes that El Greco created a sophisticated form of art; according to Nicholas Penny "once in Spain, El Greco was able to create a style of his own—one that disavowed most of the descriptive ambitions of painting". In his mature works El Greco demonstrated a characteristic tendency to dramatize rather than to describe. The strong spiritual emotion transfers from painting directly to the audience. According to Pacheco, El Greco's perturbed, violent and at times seemingly careless-in-execution art was due to a studied effort to acquire a freedom of style. El Greco's preference for exceptionally tall and slender figures and elongated compositions, which served both his expressive purposes and aesthetic principles, led him to disregard the laws of nature and elongate his compositions to ever greater extents, particularly when they were destined for altarpieces. The anatomy of the human body becomes even more otherworldly in El Greco's mature works; for The Virgin of the Immaculate Conception El Greco asked to lengthen the altarpiece itself by another 1.5 ft (0.46 m) "because in this way the form will be perfect and not reduced, which is the worst thing that can happen to a figure". A significant innovation of El Greco's mature works is the interweaving between form and space; a reciprocal relationship is developed between the two which completely unifies the painting surface. This interweaving would re-emerge three centuries later in the works of Cézanne and Picasso. Another characteristic of El Greco's mature style is the use of light. As Jonathan Brown notes, "each figure seems to carry its own light within or reflects the light that emanates from an unseen source". Fernando Marias and Agustín Bustamante García, the scholars who transcribed El Greco's handwritten notes, connect the power that the painter gives to light with the ideas underlying Christian Neo-Platonism. Modern scholarly research emphasizes the importance of Toledo for the complete development of El Greco's mature style and stresses the painter's ability to adjust his style in accordance with his surroundings. Harold Wethey asserts that "although Greek by descent and Italian by artistic preparation, the artist became so immersed in the religious environment of Spain that he became the most vital visual representative of Spanish mysticism". He believes that in El Greco's mature works "the devotional intensity of mood reflects the religious spirit of Roman Catholic Spain in the period of the Counter-Reformation". El Greco also excelled as a portraitist, able not only to record a sitter's features but also to convey their character. His portraits are fewer in number than his religious paintings, but are of equally high quality. Wethey says that "by such simple means, the artist created a memorable characterization that places him in the highest rank as a portraitist, along with Titian and Rembrandt". ### Painting materials El Greco painted many of his paintings on fine canvas and employed a viscous oil medium. He painted with the usual pigments of his period such as azurite, lead-tin-yellow, vermilion, madder lake, ochres and red lead, but he seldom used the expensive natural ultramarine. ### Suggested Byzantine affinities Since the beginning of the 20th century, scholars have debated whether El Greco's style had Byzantine origins. Certain art historians had asserted that El Greco's roots were firmly in the Byzantine tradition, and that his most individual characteristics derive directly from the art of his ancestors, while others had argued that Byzantine art could not be related to El Greco's later work. The discovery of the Dormition of the Virgin on Syros, an authentic and signed work from the painter's Cretan period, and the extensive archival research in the early 1960s, contributed to the rekindling and reassessment of these theories. Although following many conventions of the Byzantine icon, aspects of the style certainly show Venetian influence, and the composition, showing the death of Mary, combines the different doctrines of the Orthodox Dormition of the Virgin and the Catholic Assumption of the Virgin. Significant scholarly works of the second half of the 20th century devoted to El Greco reappraise many of the interpretations of his work, including his supposed Byzantinism. Based on the notes written in El Greco's own hand, on his unique style, and on the fact that El Greco signed his name in Greek characters, they see an organic continuity between Byzantine painting and his art. According to Marina Lambraki-Plaka "far from the influence of Italy, in a neutral place which was intellectually similar to his birthplace, Candia, the Byzantine elements of his education emerged and played a catalytic role in the new conception of the image which is presented to us in his mature work". In making this judgement, Lambraki-Plaka disagrees with Oxford University professors Cyril Mango and Elizabeth Jeffreys, who assert that "despite claims to the contrary, the only Byzantine element of his famous paintings was his signature in Greek lettering". Nikos Hadjinikolaou states that from 1570 El Greco's painting is "neither Byzantine nor post-Byzantine but Western European. The works he produced in Italy belong to the history of the Italian art, and those he produced in Spain to the history of Spanish art". The English art historian David Davies seeks the roots of El Greco's style in the intellectual sources of his Greek-Christian education and in the world of his recollections from the liturgical and ceremonial aspect of the Orthodox Church. Davies believes that the religious climate of the Counter-Reformation and the aesthetics of Mannerism acted as catalysts to activate his individual technique. He asserts that the philosophies of Platonism and ancient Neo-Platonism, the works of Plotinus and Pseudo-Dionysius the Areopagite, the texts of the Church fathers and the liturgy offer the keys to the understanding of El Greco's style. Summarizing the ensuing scholarly debate on this issue, José Álvarez Lopera, curator at the Museo del Prado, Madrid, concludes that the presence of "Byzantine memories" is obvious in El Greco's mature works, though there are still some obscure issues concerning his Byzantine origins needing further illumination. ### Architecture and sculpture El Greco was highly esteemed as an architect and sculptor during his lifetime. He usually designed complete altar compositions, working as architect and sculptor as well as painter—at, for instance, the Hospital de la Caridad. There he decorated the chapel of the hospital, but the wooden altar and the sculptures he created have in all probability perished. For El Espolio the master designed the original altar of gilded wood which has been destroyed, but his small sculptured group of the Miracle of St. Ildefonso still survives on the lower center of the frame. His most important architectural achievement was the church and Monastery of Santo Domingo el Antiguo, for which he also executed sculptures and paintings. El Greco is regarded as a painter who incorporated architecture in his painting. He is also credited with the architectural frames to his own paintings in Toledo. Pacheco characterized him as "a writer of painting, sculpture and architecture". In the marginalia that El Greco inscribed in his copy of Daniele Barbaro's translation of Vitruvius' De architectura, he refuted Vitruvius' attachment to archaeological remains, canonical proportions, perspective and mathematics. He also saw Vitruvius' manner of distorting proportions in order to compensate for distance from the eye as responsible for creating monstrous forms. El Greco was averse to the very idea of rules in architecture; he believed above all in the freedom of invention and defended novelty, variety, and complexity. These ideas were, however, far too extreme for the architectural circles of his era and had no immediate resonance. ## Legacy ### Posthumous critical reputation El Greco was disdained by the immediate generations after his death because his work was opposed in many respects to the principles of the early baroque style which came to the fore near the beginning of the 17th century and soon supplanted the last surviving traits of the 16th-century Mannerism. El Greco was deemed incomprehensible and had no important followers. Only his son and a few unknown painters produced weak copies of his works. Late 17th- and early 18th-century Spanish commentators praised his skill but criticized his antinaturalistic style and his complex iconography. Some of these commentators, such as Antonio Palomino and Juan Agustín Ceán Bermúdez, described his mature work as "contemptible", "ridiculous" and "worthy of scorn". The views of Palomino and Bermúdez were frequently repeated in Spanish historiography, adorned with terms such as "strange", "queer", "original", "eccentric" and "odd". The phrase "sunk in eccentricity", often encountered in such texts, in time developed into "madness". With the arrival of Romantic sentiments in the late 18th century, El Greco's works were examined anew. To French writer Théophile Gautier, El Greco was the precursor of the European Romantic movement in all its craving for the strange and the extreme. Gautier regarded El Greco as the ideal romantic hero (the "gifted", the "misunderstood", the "mad"), and was the first who explicitly expressed his admiration for El Greco's later technique. French art critics Zacharie Astruc and Paul Lefort helped to promote a widespread revival of interest in his painting. In the 1890s, Spanish painters living in Paris adopted him as their guide and mentor. However, in the popular English-speaking imagination he remained the man who "painted horrors in the Escorial" in the words of Ephraim Chambers' Cyclopaedia in 1899. In 1908, Spanish art historian Manuel Bartolomé Cossío published the first comprehensive catalogue of El Greco's works; in this book El Greco was presented as the founder of the Spanish School. The same year Julius Meier-Graefe, a scholar of French Impressionism, traveled in Spain, expecting to study Velásquez, but instead becoming fascinated by El Greco; he recorded his experiences in Spanische Reise (Spanish Journey, published in English in 1926), the book which widely established El Greco as a great painter of the past "outside a somewhat narrow circle". In El Greco's work, Meier-Graefe found foreshadowing of modernity. These are the words Meier-Graefe used to describe El Greco's impact on the artistic movements of his time: > He [El Greco] has discovered a realm of new possibilities. Not even he, himself, was able to exhaust them. All the generations that follow after him live in his realm. There is a greater difference between him and Titian, his master, than between him and Renoir or Cézanne. Nevertheless, Renoir and Cézanne are masters of impeccable originality because it is not possible to avail yourself of El Greco's language, if in using it, it is not invented again and again, by the user. To the English artist and critic Roger Fry in 1920, El Greco was the archetypal genius who did as he thought best "with complete indifference to what effect the right expression might have on the public". Fry described El Greco as "an old master who is not merely modern, but actually appears a good many steps ahead of us, turning back to show us the way". During the same period, other researchers developed alternative, more radical theories. The ophthalmologists August Goldschmidt and Germán Beritens argued that El Greco painted such elongated human figures because he had vision problems (possibly progressive astigmatism or strabismus) that made him see bodies longer than they were, and at an angle to the perpendicular; the physician Arturo Perera, however, attributed this style to the use of marijuana. Michael Kimmelman, a reviewer for The New York Times, stated that "to Greeks [El Greco] became the quintessential Greek painter; to the Spanish, the quintessential Spaniard". Epitomizing the consensus of El Greco's impact, Jimmy Carter, the 39th President of the United States, said in April 1980 that El Greco was "the most extraordinary painter that ever came along back then" and that he was "maybe three or four centuries ahead of his time". ### Influence on other artists According to Efi Foundoulaki, "painters and theoreticians from the beginning of the 20th century 'discovered' a new El Greco but in process they also discovered and revealed their own selves". His expressiveness and colors influenced Eugène Delacroix and Édouard Manet. To the Blaue Reiter group in Munich in 1912, El Greco typified that mystical inner construction that it was the task of their generation to rediscover. The first painter who appears to have noticed the structural code in the morphology of the mature El Greco was Paul Cézanne, one of the forerunners of Cubism. Comparative morphological analyses of the two painters revealed their common elements, such as the distortion of the human body, the reddish and (in appearance only) unworked backgrounds and the similarities in the rendering of space. According to Brown, "Cézanne and El Greco are spiritual brothers despite the centuries which separate them". Fry observed that Cézanne drew from "his great discovery of the permeation of every part of the design with a uniform and continuous plastic theme". The Symbolists, and Pablo Picasso during his Blue Period, drew on the cold tonality of El Greco, utilizing the anatomy of his ascetic figures. While Picasso was working on his Proto-Cubist Les Demoiselles d'Avignon, he visited his friend Ignacio Zuloaga in his studio in Paris and studied El Greco's Opening of the Fifth Seal (owned by Zuloaga since 1897). The relation between Les Demoiselles d'Avignon and the Opening of the Fifth Seal was pinpointed in the early 1980s, when the stylistic similarities and the relationship between the motifs of both works were analysed. The early Cubist explorations of Picasso were to uncover other aspects in the work of El Greco: structural analysis of his compositions, multi-faced refraction of form, interweaving of form and space, and special effects of highlights. Several traits of Cubism, such as distortions and the materialistic rendering of time, have their analogies in El Greco's work. According to Picasso, El Greco's structure is Cubist. On 22 February 1950, Picasso began his series of "paraphrases" of other painters' works with The Portrait of a Painter after El Greco. Foundoulaki asserts that Picasso "completed ... the process for the activation of the painterly values of El Greco which had been started by Manet and carried on by Cézanne". The expressionists focused on the expressive distortions of El Greco. According to Franz Marc, one of the principal painters of the German expressionist movement, "we refer with pleasure and with steadfastness to the case of El Greco, because the glory of this painter is closely tied to the evolution of our new perceptions on art". Jackson Pollock, a major force in the abstract expressionist movement, was also influenced by El Greco. By 1943, Pollock had completed sixty drawing compositions after El Greco and owned three books on the Cretan master. Kysa Johnson used El Greco's paintings of the Immaculate Conception as the compositional framework for some of her works, and the master's anatomical distortions are somewhat reflected in Fritz Chesnut's portraits. El Greco's personality and work were a source of inspiration for poet Rainer Maria Rilke. One set of Rilke's poems (Himmelfahrt Mariae I.II., 1913) was based directly on El Greco's Immaculate Conception. Greek writer Nikos Kazantzakis, who felt a great spiritual affinity for El Greco, called his autobiography Report to Greco and wrote a tribute to the Cretan-born artist. In 1998, the Greek electronic composer and artist Vangelis published El Greco, a symphonic album inspired by the artist. This album is an expansion of an earlier album by Vangelis, Foros Timis Ston Greco (A Tribute to El Greco, Φόρος Τιμής Στον Γκρέκο). The life of the Cretan-born artist is the subject of the film El Greco of Greek, Spanish and British production. Directed by Ioannis Smaragdis, the film began shooting in October 2006 on the island of Crete and debuted on the screen one year later; British actor Nick Ashdon was cast to play El Greco. ## Debates on attribution The exact number of El Greco's works has been a hotly contested issue. In 1937, a highly influential study by art historian Rodolfo Pallucchini had the effect of greatly increasing the number of works accepted to be by El Greco. Pallucchini attributed to El Greco a small triptych in the Galleria Estense at Modena on the basis of a signature on the painting on the back of the central panel on the Modena triptych ("Χείρ Δομήνικου", Created by the hand of Doménikos). There was consensus that the triptych was indeed an early work of El Greco and, therefore, Pallucchini's publication became the yardstick for attributions to the artist. Nevertheless, Wethey denied that the Modena triptych had any connection at all with the artist and, in 1962, produced a reactive catalogue raisonné with a greatly reduced corpus of materials. Whereas art historian José Camón Aznar had attributed between 787 and 829 paintings to the Cretan master, Wethey reduced the number to 285 authentic works and Halldor Sœhner, a German researcher of Spanish art, recognized only 137. Wethey and other scholars rejected the notion that Crete took any part in his formation and supported the elimination of a series of works from El Greco's œuvre. Since 1962, the discovery of the Dormition and the extensive archival research has gradually convinced scholars that Wethey's assessments were not entirely correct, and that his catalogue decisions may have distorted the perception of the whole nature of El Greco's origins, development and œuvre. The discovery of the Dormition led to the attribution of three other signed works of "Doménicos" to El Greco (Modena Triptych, St. Luke Painting the Virgin and Child, and The Adoration of the Magi) and then to the acceptance of more works as authentic—some signed, some not (such as The Passion of Christ (Pietà with Angels) painted in 1566),—which were brought into the group of early works of El Greco. El Greco is now seen as an artist with a formative training on Crete; a series of works illuminate his early style, some painted while he was still on Crete, some from his period in Venice, and some from his subsequent stay in Rome. Even Wethey accepted that "he [El Greco] probably had painted the little and much disputed triptych in the Galleria Estense at Modena before he left Crete". Nevertheless, disputes over the exact number of El Greco's authentic works remain unresolved, and the status of Wethey's catalogue raisonné is at the center of these disagreements. A few sculptures, including Epimetheus and Pandora, have been attributed to El Greco. This doubtful attribution is based on the testimony of Pacheco (he saw in El Greco's studio a series of figurines, but these may have been merely models). There are also four drawings among the surviving works of El Greco; three of them are preparatory works for the altarpiece of Santo Domingo el Antiguo and the fourth is a study for one of his paintings, The Crucifixion. ## Gallery ## Nazi-looted art In 2010 the heirs of the Baron Mor Lipot Herzog, a Jewish Hungarian art collector who had been looted by the Nazis, filed a restitution claim for El Greco's The Agony in the Garden. In 2015, the El Greco Portrait of a Gentleman, which had been looted by the Nazis from the collection of the German Jewish art collector Julius Priester in 1944, was returned to his heirs after it surfaced at an auction with a fake provenance. According to Anne Webber, co-chair of the Commission for Looted Art in Europe, the painting’s provenance had been "scrubbed". ## See also - El Greco Museum, Toledo, Spain - Museum of El Greco, Fodele, Crete
29,594
Stephen I of Hungary
1,171,261,947
King of Hungary from 1000/1001 to 1038; Catholic saint
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Stephen I, also known as King Saint Stephen (Hungarian: Szent István király ; Latin: Sanctus Stephanus; Slovak: Štefan I. or Štefan Veľký; c. 975 – 15 August 1038), was the last Grand Prince of the Hungarians between 997 and 1000 or 1001, and the first King of Hungary from 1000 or 1001, until his death in 1038. The year of his birth is uncertain, but many details of his life suggest that he was born in, or after, 975, in Esztergom. He was given the pagan name Vajk at birth, but the date of his baptism is unknown. He was the only son of Grand Prince Géza and his wife, Sarolt, who was descended from a prominent family of gyulas. Although both of his parents were baptized, Stephen was the first member of his family to become a devout Christian. He married Gisela of Bavaria, a scion of the imperial Ottonian dynasty. After succeeding his father in 997, Stephen had to fight for the throne against his relative, Koppány, who was supported by large numbers of pagan warriors. He defeated Koppány with the assistance of foreign knights including Vecelin, Hont and Pázmány, and native lords. He was crowned on 25 December 1000 or 1 January 1001 with a crown sent by Pope Sylvester II. In a series of wars against semi-independent tribes and chieftains—including the Black Hungarians and his uncle, Gyula the Younger—he unified the Carpathian Basin. He protected the independence of his kingdom by forcing the invading troops of Conrad II, Holy Roman Emperor, to withdraw from Hungary in 1030. Stephen established at least one archbishopric, six bishoprics and three Benedictine monasteries, leading the Church in Hungary to develop independently from the archbishops of the Holy Roman Empire. He encouraged the spread of Christianity by meting out severe punishments for ignoring Christian customs. His system of local administration was based on counties organized around fortresses and administered by royal officials. Hungary enjoyed a lasting period of peace during his reign, and became a preferred route for pilgrims and merchants traveling between Western Europe, the Holy Land and Constantinople. He survived all of his children, dying on 15 August 1038 aged 62 or 63. He was buried in his new basilica, built in Székesfehérvár and dedicated to the Holy Virgin. His death was followed by civil wars which lasted for decades. He was canonized by Pope Gregory VII, together with his son, Emeric, and Bishop Gerard of Csanád, in 1083. Stephen is a popular saint in Hungary and neighboring territories. In Hungary, his feast day (celebrated on 20 August) is also a public holiday commemorating the foundation of the state, known as State Foundation Day. ## Early years (c. 975–997) Stephen's birth date is uncertain as it was not recorded in contemporaneous documents. Hungarian and Polish chronicles written centuries later give three different years: 967, 969 and 975. The unanimous testimony of his three late 11th-century or early 12th-century hagiographies and other Hungarian sources, which state that Stephen was "still an adolescent" in 997, substantiate the reliability of the latest year (975). Stephen's Lesser Legend adds that he was born in Esztergom, which implies that he was born after 972 because his father, Géza, Grand Prince of the Hungarians, chose Esztergom as royal residence around that year. Géza promoted the spread of Christianity among his subjects by force, but never ceased worshipping pagan gods. Both his son's Greater Legend and the nearly contemporaneous Thietmar of Merseburg described Géza as a cruel monarch, suggesting that he was a despot who mercilessly consolidated his authority over the rebellious Hungarian lords. Hungarian chronicles agree that Stephen's mother was Sarolt, daughter of Gyula, a Hungarian chieftain with jurisdiction either in Transylvania or in the wider region of the confluence of the rivers Tisza and Maros. Many historians—including Pál Engel and Gyula Kristó—propose that her father was identical with "Gylas", who had been baptized in Constantinople around 952 and "remained faithful to Christianity", according to Byzantine chronicler John Skylitzes. However, this identification is not unanimously accepted; historian György Györffy states that it was not Sarolt's father, but his younger brother, who was baptized in the Byzantine capital. In contrast with all Hungarian sources, the Polish-Hungarian Chronicle and later Polish sources state that Stephen's mother was Adelhaid, an otherwise unknown sister of Duke Mieszko I of Poland, but the reliability of this report is not accepted by modern historians. Stephen was born as Vajk, a name derived from the Turkic word baj, meaning "hero", "master", "prince" or "rich". Stephen's Greater Legend narrates that he was baptized by the saintly Bishop Adalbert of Prague, who stayed in Géza's court several times between 983 and 994. However, Saint Adalbert's nearly contemporaneous Legend, written by Bruno of Querfurt, does not mention this event. Accordingly, the date of Stephen's baptism is unknown: Györffy argues that he was baptized soon after birth, while Kristó proposes that he only received baptism just before his father's death in 997. Stephen's official hagiography, written by Bishop Hartvic and sanctioned by Pope Innocent III, narrates that he "was fully instructed in the knowledge of the grammatical art" in his childhood. This implies that he studied Latin, though some scepticism is warranted as few kings of this era were able to write. His two other late 11th-century hagiographies do not mention any grammatical studies, stating only that he "was brought up by receiving an education appropriate for a little prince". Kristó says that the latter remark only refers to Stephen's physical training, including his participation in hunts and military actions. According to the Illuminated Chronicle, one of his tutors was a Count Deodatus from Italy, who later founded a monastery in Tata. According to Stephen's legends, Grand Prince Géza convoked an assembly of the Hungarian chieftains and warriors when Stephen "ascended to the first stage of adolescence", at the age of 14 or 15. Géza nominated Stephen as his successor and all those present took an oath of loyalty to the young prince. Györffy writes, without identifying his source, that Géza appointed his son to rule the "Nyitra ducate" around that time. Slovak historians, including Ján Steinhübel and Ján Lukačka, accept Györffy's view and propose that Stephen administered Nyitra (now Nitra, Slovakia) from around 995. Géza arranged Stephen's marriage, to Gisela, daughter of Henry II, Duke of Bavaria, in or after 995. This marriage established the first family link between a Hungarian ruler and a Western European ruling house, as Gisela was closely related to the Ottonian dynasty of Holy Roman Emperors. According to popular tradition preserved in the Scheyern Abbey in Bavaria, the ceremony took place at the Scheyern castle and was celebrated by Saint Adalbert. Gisela was accompanied to her new home by Bavarian knights, many of whom received land grants from her husband and settled in Hungary, helping to strengthen Stephen's military position. According to Györffy, Stephen and his wife "presumably" settled in Nyitra after their marriage. ## Reign (997–1038) ### Grand Prince (997–1000) Grand Prince Géza died in 997. Stephen convoked an assembly at Esztergom where his supporters declared him grand prince. Initially, he only controlled the northwestern regions of the Carpathian Basin; the rest of the territory was still dominated by tribal chieftains. Stephen's ascension to the throne was in line with the principle of primogeniture, which prescribed that a father was succeeded by his son. On the other hand, it contradicted the traditional idea of seniority, according to which Géza should have been succeeded by the most senior member of the Árpád dynasty, which was Koppány at that time. Koppány, who held the title Duke of Somogy, had for many years administered the regions of Transdanubia south of Lake Balaton. Koppány proposed to Géza's widow, Sarolt, in accordance with the pagan custom of levirate marriage. He also announced his claim to the throne. Although it is not impossible that Koppány had already been baptized, in 972, most of his supporters were pagans, opponents of the Christianity represented by Stephen and his predominantly German retinue. A charter of 1002 for the Pannonhalma Archabbey writes of a war between "the Germans and the Hungarians" when referring to the armed conflicts between Stephen and Koppány. Even so, Györffy says that Oszlar ("Alan"), Besenyő ("Pecheneg"), Kér and other place names, referring to ethnic groups or Hungarian tribes in Transdanubia around the supposed borders of Koppány's duchy, suggest that significant auxiliary units and groups of Hungarian warriors—who had been settled there by Grand Prince Géza—fought in Stephen's army. Kristó states that the entire conflict between Stephen and Koppány was only a feud between two members of the Árpád dynasty, with no effect on other Hungarian tribal leaders. Koppány and his troops invaded the northern regions of Transdanubia, took many of Stephen's forts and plundered his lands. Stephen, who, according to the Illuminated Chronicle, "was for the first time girded with his sword", placed the brothers Hont and Pázmány at the head of his own guard and nominated Vecelin to lead the royal army. The last was a German knight who had come to Hungary in the reign of Géza. Hont and Pázmány were, according to Simon of Kéza's Gesta Hunnorum et Hungarorum and the Illuminated Chronicle, "knights of Swabian origin" who settled in Hungary either under Géza or in the first years of Stephen's reign. On the other hand, Lukačka and other Slovak historians say that Hont and Pázmány were "Slovak" noblemen who had joined Stephen during his rule in Nyitra. Koppány was besieging Veszprém when he was informed of the arrival of Stephen's army. In the ensuing battle, Stephen won a decisive victory over his enemies. Koppány was killed on the battlefield. His body was quartered and its parts were displayed at the gates of the forts of Esztergom, Győr, Gyulafehérvár (Alba Iulia, Romania) and Veszprém in order to threaten all of those who were conspiring against the young monarch. Stephen occupied Koppány's duchy and granted large estates to his own partisans. He also prescribed that Koppány's former subjects were to pay tithes to the Pannonhalma Archabbey, according to the deed of the foundation of this monastery which has been preserved in a manuscript containing interpolations. The same document declares that "there were no other bishoprics and monasteries in Hungary" at that time. On the other hand, the nearly contemporary Bishop Thietmar of Merseburg stated that Stephen "established bishoprics in his kingdom" before being crowned king. If the latter report is valid, the dioceses of Veszprém and Győr are the most probable candidates, according to historian Gábor Thoroczkay. ### Coronation (1000–1001) By ordering the display of one part of Koppány's quartered corpse in Gyulafehérvár, the seat of his maternal uncle, Gyula the Younger, Stephen asserted his claim to rule all lands dominated by Hungarian lords. He also decided to strengthen his international status by adopting the title of king. However, the exact circumstances of his coronation and its political consequences are subject to scholarly debate. Thietmar of Merseburg writes that Stephen received the crown "with the favour and urging" of Emperor Otto III (r. 996–1002), implying that Stephen accepted the Emperor's suzerainty before his coronation. On the other hand, all of Stephen's legends emphasize that he received his crown from Pope Sylvester II (r. 999–1003). Kristó and other historians point out that Pope Sylvester and Emperor Otto were close allies, which implies that both reports are valid: Stephen "received the crown and consecration" from the Pope, but not without the Emperor's consent. Around 75 years after the coronation, Pope Gregory VII (r. 1075–1085), who claimed suzerainty over Hungary, declared that Stephen had "offered and devotedly surrendered" Hungary "to Saint Peter" (that is, to the Holy See). In a contrasting report, Stephen's Greater Legend states that the King offered Hungary to the Virgin Mary. Modern historians—including Pál Engel, and Miklós Molnár—write that Stephen always asserted his sovereignty and never accepted papal or imperial suzerainty. For instance, none of his charters were dated according to the years of the reign of the contemporary emperors, which would have been the case if he had been their vassal. Furthermore, Stephen declared in the preamble to his First Book of Laws that he governed his realm "by the will of God". The exact date of Stephen's coronation is unknown. According to later Hungarian tradition, he was crowned on the first day of the second millennium, which may refer either to 25 December 1000 or to 1 January 1001. Details of Stephen's coronation preserved in his Greater Legend suggest that the ceremony, which took place in Esztergom or Székesfehérvár followed the rite of the coronation of the German kings. Accordingly, Stephen was anointed with consecrated oil during the ceremony. Stephen's portrait, preserved on his royal cloak from 1031, shows that his crown, like the Holy Roman Emperor's diadem, was a hoop crown decorated with gemstones. Besides his crown, Stephen regarded a spear with a flag as an important symbol of his sovereignty. For instance, his first coins bear the inscription LANCEA REGIS ("the king's spear") and depict an arm holding a spear with flag. According to the contemporaneous Adémar de Chabannes, a spear had been given to Stephen's father by Emperor Otto III as a token of Géza's right to "enjoy the most freedom in the possession of his country". Stephen is styled in various ways—Ungarorum rex ("king of the Hungarians"), Pannoniorum rex ("king of the Pannonians") or Hungarie rex ("king of Hungary")—in his charters. ### Consolidation (1001–c. 1009) Although Stephen's power did not rely on his coronation, the ceremony granted him the internationally accepted legitimacy of a Christian monarch who ruled his realm "by the Grace of God". All his legends testify that he established an archbishopric with its see in Esztergom shortly after his coronation. This act ensured that the Church in Hungary became independent of the prelates of the Holy Roman Empire. The earliest reference to an archbishop of Esztergom, named Domokos, has been preserved in the deed of foundation of the Pannonhalma Archabbey from 1002. According to historian Gábor Thoroczkay, Stephen also established the Diocese of Kalocsa in 1001. Stephen invited foreign priests to Hungary to evangelize his kingdom. Associates of the late Adalbert of Prague, including Radla and Astrik, arrived in Hungary in the first years of his reign. The presence of an unnamed "Archbishop of the Hungarians" at the synod of 1007 of Frankfurt and the consecration of an altar in Bamberg in 1012 by Archbishop Astrik show that Stephen's prelates maintained a good relationship with the clergy of the Holy Roman Empire. The transformation of Hungary into a Christian state was one of Stephen's principal concerns throughout his reign. Although the Hungarians' conversion had already begun in his father's reign, it was only Stephen who systematically forced his subjects to give up their pagan rituals. His legislative activity was closely connected with Christianity. For example, his First Book of Laws from the first years of his reign includes several provisions prescribing the observance of feast days and the confession before death. His other laws protected property rights and the interests of widows and orphans, or regulated the status of serfs. > If someone has such a hardened heart—God forbid it to any Christian—that he does not want to confess his faults according to the counsel of a priest, he shall lie without any divine service and alms like an infidel. If his relatives and neighbors fail to summon the priest, and therefore he should die unconfessed, prayers and alms should be offered, but his relatives shall wash away their negligence by fasting in accordance with the judgement of the priests. Those who die a sudden death shall be buried with all ecclesiastical honor; for divine judgment is hidden from us and unknown. Many Hungarian lords refused to accept Stephen's suzerainty even after his coronation. The new King first turned against his own uncle, Gyula the Younger, whose realm "was most wide and rich", according to the Illuminated Chronicle. Stephen invaded Transylvania and seized Gyula and his family around 1002 or in 1003. The contemporary Annals of Hildesheim adds that Stephen converted his uncle's "country to the Christian faith by force" after its conquest. Accordingly, historians date the establishment of the Diocese of Transylvania to this period. If the identification, proposed by Kristó, Györffy and other Hungarian historians, of Gyula with one Prokui—who was Stephen's uncle according to Thietmar of Merseburg—is valid, Gyula later escaped from captivity and fled to Bolesław I the Brave, Duke of Poland (r. 992–1025). > [Duke Boleslav the Brave's] territory included a certain burg, located near the border with the Hungarians. Its guardian was lord Prokui, an uncle of the Hungarian king. Both in the past and more recently, Prokui had been driven from his lands by the king and his wife had been taken captive. When he was unable to free her, his nephew arranged for her unconditional release, even though he was Prokui's enemy. I have never heard of anyone who showed such restraint towards a defeated foe. Because of this, God repeatedly granted him victory, not only in the burg mentioned above, but in others as well. About a hundred years later, the chronicler Gallus Anonymus also made mention of armed conflicts between Stephen and Boleslav, stating that the latter "defeated the Hungarians in battle and made himself master of all their lands as far as the Danube". Györffy says that the chronicler's report refers to the occupation of the valley of the river Morava—a tributary of the Danube—by the Poles in the 1010s. On the other hand, the Polish-Hungarian Chronicle states that the Polish duke occupied large territories north of the Danube and east of the Morava as far as Esztergom in the early 11th century. According to Steinhübel, the latter source proves that a significant part of the lands that now form Slovakia were under Polish rule between 1002 and 1030. In contrast with the Slovak historian, Györffy writes that this late chronicle "in which one absurdity follows another" contradicts all facts known from 11th-century sources. The Illuminated Chronicle narrates that Stephen "led his army against Kean, Duke of the Bulgarians and Slavs whose lands are by their natural position most strongly fortified" following the occupation of Gyula's country. According to a number of historians, including Zoltán Lenkey and Gábor Thoroczkay, Kean was the head of a small state located in the southern parts of Transylvania and Stephen occupied his country around 1003. Other historians, including Györffy, say that the chronicle's report preserved the memory of Stephen's campaign against Bulgaria in the late 1010s. Likewise, the identification of the "Black Hungarians"—who were mentioned by Bruno of Querfurt and Adémar de Chabannes among the opponents of Stephen's proselytizing policy—is uncertain. Györffy locates their lands to the east of the river Tisza; while Thoroczkay says they live in the southern parts of Transdanubia. Bruno of Querfurt's report of the Black Hungarians' conversion by force suggests that Stephen conquered their lands at the latest in 1009 when "the first mission of Saint Peter"—a papal legate, Cardinal Azo—arrived in Hungary. The latter attended the meeting in Győr where the royal charter determining the borders of the newly established Bishopric of Pécs was issued on 23 August 1009. The Diocese of Eger was also set up around 1009. According to Thoroczkay, "it is very probable" that the bishopric's establishment was connected with the conversion of the Kabars—an ethnic group of Khazar origin— and their chieftain. The head of the Kabars—who was either Samuel Aba or his father— married Stephen's unnamed younger sister on this occasion. The Aba clan was the most powerful among the native families who joined Stephen and supported him in his efforts to establish a Christian monarchy. The reports by Anonymus, Simon of Kéza and other Hungarian chroniclers of the Bár-Kalán, Csák and other 13th-century noble families descending from Hungarian chieftains suggest that other native families were also involved in the process. Stephen set up a territory-based administrative system, establishing counties. Each county, headed by a royal official known as a count or ispán, was an administrative unit organized around a royal fortress. Most fortresses were earthworks in this period, but the castles at Esztergom, Székesfehérvár and Veszprém were built of stone. Forts serving as county seats also became the nuclei of Church organization. The settlements developing around them, where markets were held on each Sunday, were important local economic centers. ### Wars with Poland and Bulgaria (c. 1009–1018) Stephen's brother-in-law, Henry II, became King of Germany in 1002 and Holy Roman Emperor in 1013. Their friendly relationship ensured that the western borders of Hungary experienced a period of peace in the first decades of the 11th century. Even when Henry II's discontented brother, Bruno, sought refuge in Hungary in 1004, Stephen preserved the peace with Germany and negotiated a settlement between his two brothers-in-law. Around 1009, he gave his younger sister in marriage to Otto Orseolo, Doge of Venice (r. 1008–1026), a close ally of the Byzantine Emperor, Basil II (r. 976–1025), which suggests that Hungary's relationship with the Byzantine Empire was also peaceful. On the other hand, the alliance between Hungary and the Holy Roman Empire brought her into a war with Poland lasting from around 1014 until 1018. The Poles occupied the Hungarian posts along the river Morava. Györffy and Kristó write that a Pecheneg incursion into Transylvania, the memory of which has been preserved in Stephen's legends, also took place in this period, because the Pechenegs were close allies of the Polish duke's brother-in-law, Grand Prince Sviatopolk I of Kiev (r. 1015–1019). Poland and the Holy Roman Empire concluded the Peace of Bautzen in January 1018. Later in the same year, 500 Hungarian horsemen accompanied Boleslav of Poland to Kyiv, suggesting that Hungary had been included in the peace treaty. The historian Ferenc Makk says that the Peace of Bautzen obliged Boleslav to hand over all the territories he had occupied in the Morava valley to Stephen. According to Leodvin, the first known Bishop of Bihar (r. c. 1050 – c. 1060), Stephen allied with the Byzantines and led a military expedition to assist them against "barbarians" in the Balkan Peninsula. The Byzantine and Hungarian troops jointly took "Cesaries" which Györffy identifies as the present-day town of Ohrid. Leodvin's report suggests that Stephen joined the Byzantines in the war ending with their conquest of Bulgaria in 1018. However, the exact date of his expedition is uncertain. Györffy argues that it was only in the last year of the war that Stephen led his troops against the Bulgarians. ### Domestic policies (1018–1024) Bishop Leodvin wrote that Stephen collected relics of a number of saints in "Cesaries" during his campaign in the Balkans, including Saint George and Saint Nicholas. He donated them to his new triple-naved basilica dedicated to the Holy Virgin in Székesfehérvár, where he also set up a cathedral chapter and his new capital. His decision was influenced by the opening, in 1018 or 1019, of a new pilgrimage route that bypassed his old capital, Esztergom. The new route connected Western Europe and the Holy Land through Hungary. Stephen often met the pilgrims, contributing to the spread of his fame throughout Europe. Abbot Odilo of Cluny, for example, wrote in a letter to Stephen that "those who have returned from the shrine of our Lord" testify to the king's passion "towards the honour of our divine religion". Stephen also established four hostels for pilgrims in Constantinople, Jerusalem, Ravenna and Rome. > [Almost] all those from Italy and Gaul who wished to go to the Sepulchre of the Lord at Jerusalem abandoned the usual route, which was by sea, making their way through the country of King Stephen. He made the road safe for everyone, welcomed as brothers all he saw and gave them enormous gifts. This action led many people, nobles and commoners, to go to Jerusalem. In addition to pilgrims, merchants often used the safe route across Hungary when travelling between Constantinople and Western Europe. Stephen's legends refer to 60 wealthy Pechenegs who travelled to Hungary, but were attacked by Hungarian border guards. The king sentenced his soldiers to death in order to demonstrate his determination to preserve internal peace. Regular minting of coinage began in Hungary in the 1020s. His silver dinars bearing the inscriptions STEPHANUS REX ("King Stephen") and REGIA CIVITAS ("royal city") were popular in contemporary Europe, as demonstrated by counterfeited copies unearthed in Sweden. Stephen convinced some pilgrims and merchants to settle in Hungary. Gerard, a Benedictine monk who arrived in Hungary from the Republic of Venice between 1020 and 1026, initially planned to continue his journey to the Holy Land, but decided to stay in the country after his meeting with the king. Stephen also established a number of Benedictine monasteries—including the abbeys at Pécsvárad, Zalavár and Bakonybél—in this period. The Long Life of Saint Gerard mentions Stephen's conflict with Ajtony, a chieftain in the region of the river Maros. Many historians date their clash to the end of the 1020s, although Györffy and other scholars put it at least a decade earlier. The conflict arose when Ajtony, who "had taken his power from the Greeks", according to Saint Gerard's legend, levied tax on the salt transported to Stephen on the river. The king sent a large army led by Csanád against Ajtony, who was killed in battle. His lands were transformed into a Hungarian county and the king set up a new bishopric at Csanád (Cenad, Romania), Ajtony's former capital, which was renamed after the commander of the royal army. According to the Annales Posonienses, the Venetian Gerard was consecrated as the first bishop of the new diocese in 1030. ### Conflicts with the Holy Roman Empire (1024–1031) Stephen's brother-in-law, Emperor Henry, died on 13 July 1024. He was succeeded by a distant relative, Conrad II (r. 1024–1039), who adopted an offensive foreign policy. Conrad II expelled Doge Otto Orseolo—the husband of Stephen's sister—from Venice in 1026. He also persuaded the Bavarians to proclaim his own son, Henry, as their duke in 1027, although Stephen's son Emeric had a strong claim to the Duchy of Bavaria through his mother. Emperor Conrad planned a marriage alliance with the Byzantine Empire and dispatched one of his advisors, Bishop Werner of Strasbourg, to Constantinople. In the autumn of 1027, the bishop seemingly travelled as a pilgrim, but Stephen, who had been informed of his actual purpose, refused to let him enter into his country. Conrad II's biographer Wipo of Burgundy narrated that the Bavarians incited skirmishes along the common borders of Hungary and the Holy Roman Empire in 1029, causing a rapid deterioration in relations between the two countries. Emperor Conrad personally led his armies to Hungary in June 1030 and plundered the lands west of the River Rába. However, according to the Annals of Niederalteich, the emperor, suffering from consequences of the scorched earth tactics used by the Hungarian army, returned to Germany "without an army and without achieving anything, because the army was threatened by starvation and was captured by the Hungarians at Vienna". Peace was restored after Conrad had ceded the lands between the rivers Lajta and Fischa to Hungary in the summer of 1031. > At this same time, dissensions arose between the Pannonian nation and the Bavarians, through the fault of the Bavarians. And, as a result, King [Stephen] of Hungary made many incursions and raids in the realm of the Norici (that is, of the Bavarians). Disturbed on this account Emperor Conrad came upon the Hungarians with a great army. But King [Stephen], whose forces were entirely insufficient to meet the Emperor, relied solely on the guardianship of the Lord, which he sought with prayers and fasts proclaimed through his whole realm. Since the Emperor was not able to enter a kingdom so fortified with rivers and forests, he returned, after he had sufficiently avenged his injury with lootings and burnings on the borders of the kingdom; and it was his wish at a more opportune time to complete the things he had begun. His son, King Henry, however, still a young boy entrusted to the care of Eigilbert, bishop of Freising, received a legation of King [Stephen] which asked for peace; and solely with the counsel of the princes of the realm, and without his father's knowledge, he granted the favor of reconciliation. ### Last years (1031–1038) Stephen's biographer, Hartvic, narrates that the King, whose children died one by one in infancy, "restrained the grief over their death by the solace on account of the love of his surviving son", Emeric. However, Emeric was wounded in a hunting accident and died in 1031. After the death of his son, the elderly King could never "fully regain his former health", according to the Illuminated Chronicle. Kristó writes that the picture, which has been preserved in Stephen's legends, of the king keeping the vigils and washing the feet of paupers, is connected with Stephen's last years, following the death of his son. Emeric's death jeopardized his father's achievements in establishing a Christian state, because Stephen's cousin, Vazul—who had the strongest claim to succeed him—was suspected of an inclination towards paganism. According to the Annals of Altaich Stephen disregarded his cousin's claim and nominated his sister's son, the Venetian Peter Orseolo, as his heir. The same source adds that Vazul was captured and blinded, and his three sons, Levente, Andrew and Béla, were expelled from Hungary. Stephen's legends refer to an unsuccessful attempt upon the elderly king's life by members of his court. According to Kristó, the legends refer to a plot in which Vazul participated and his mutilation was a punishment for this act. That Vazul's ears were filled with molten lead was only recorded in later sources, including the Illuminated Chronicle. In the view of some historians, provisions in Stephen's Second Book of Laws on the "conspiracy against the king and the kingdom" imply that the book was promulgated after Vazul's unsuccessful plot against Stephen. However, this view has not been universally accepted. Györffy states that the law book was issued, not after 1031, but around 1009. Likewise, the authenticity of the decree on tithes is debated: according to Györffy, it was issued during Stephen's reign, but Berend, Laszlovszky and Szakács argue that it "might be a later addition". Stephen died on 15 August 1038. He was buried in the basilica of Székesfehérvár. His reign was followed by a long period of civil wars, pagan uprisings and foreign invasions. The instability ended in 1077 when Ladislaus, a grandson of Vazul, ascended the throne. ## Family Stephen married Gisela, a daughter of Duke Henry the Wrangler of Bavaria, who was a nephew of Otto I, Holy Roman Emperor. Gisela's mother was Gisela of Burgundy, a member of the Welf dynasty. Born around 985, Gisela was younger than her husband, whom she survived. She left Hungary in 1045 and died as Abbess of the Niedernburg Abbey in Passau in Bavaria around 1060. Although the Illuminated Chronicle states that Stephen "begot many sons", only two of them, Otto and Emeric, are known by name. Otto, who was named after Otto III, seems to have been born before 1002. He died as a child. Emeric, who received the name of his maternal uncle, Emperor Henry II, was born around 1007. His Legend from the early 12th century describes him as a saintly prince who preserved his chastity even during his marriage. According to Györffy, Emeric's wife was a kinswoman of the Byzantine Emperor Basil II. His premature death led to the series of conflicts leading to Vazul's blinding and civil wars. > Be obedient to me, my son. You are a child, descendant of rich parents, living among soft pillows, who has been caressed and brought up in all kinds of comforts; you have had a part neither in the troubles of the campaigns nor in the various attacks of the pagans in which almost my whole life has been worn away. The following family tree presents Stephen's ancestors and his relatives who are mentioned in the article. - A Khazar, Pecheneg or Volga Bulgarian lady. \*\*Györffy writes that she may have been a member of the Bulgarian Cometopuli dynasty. \*\*\*Samuel Aba might have been the son of Stephen's sister instead of her husband. ## Legacy ### Founder of Hungary Stephen has always been considered one of the most important statesmen in the history of Hungary. His main achievement was the establishment of a Christian state that ensured that the Hungarians survived in the Carpathian Basin, in contrast to the Huns, Avars and other peoples who had previously controlled the same territory. As Bryan Cartledge emphasizes, Stephen also gave his kingdom "forty years of relative peace and sound but unspectacular rule". His successors, including those descended from Vazul, were eager to emphasize their devotion to Stephen's achievements. Although Vazul's son, Andrew I of Hungary, secured the throne due to a pagan uprising, he prohibited pagan rites and declared that his subjects should "live in all things according to the law which King St. Stephen had taught them", according to the 14th-century Illuminated Chronicle. In medieval Hungary, communities that claimed a privileged status or attempted to preserve their own "liberties" often declared that the origin of their special status was to be attributed to King Saint Stephen. An example is a 1347 letter from the people of Táp telling the king about their grievances against the Pannonhalma Archabbey and stating that the taxes levied upon them by the abbot contradicted "the liberty granted to them in the time of King Saint Stephen". ### Sainthood Stephen's cult emerged after the long period of anarchy characterizing the rule of his immediate successors. However, there is no evidence that Stephen became an object of veneration before his canonization. For instance, the first member of the royal family to be named after him, Stephen II, was born in the early 12th century. Stephen's canonization was initiated by Vazul's grandson, King Ladislaus I of Hungary, who had consolidated his authority by capturing and imprisoning his cousin, Solomon. According to Bishop Hartvic, the canonization was "decreed by apostolic letter, by order of the Roman see", suggesting that the ceremony was permitted by Pope Gregory VII. The ceremony started at Stephen's tomb, where on 15 August 1083 masses of believers began three days of fasting and praying. Legend tells that Stephen's coffin could not be opened until King Ladislaus held Solomon in captivity at Visegrád. The opening of Stephen's tomb was followed by the occurrence of healing miracles, according to Stephen's legends. Historian Kristó attributes the healings either to mass psychosis or deception. Stephen's legends also say that his "balsam-scented" remains were elevated from the coffin, which was filled with "rose-colored water", on 20 August. On the same day, Stephen's son, Emeric, and the bishop of Csanád, Gerard, were also canonized. > Having completed the office of Vespers the third day, everyone expected the favors of divine mercy through the merit of the blessed man; suddenly with Christ visiting his masses, the signs of miracles poured forth from heaven throughout the whole of the holy house. Their multitude, which that night were too many to count, brings to mind the answer from the Gospel which the Savior of the world confided to John, who asked through messengers whether he was the one who was to come: the blind see, the lame walk, the deaf hear, the lepers are cleansed, the crippled are set straight, the paralyzed are cured... Stephen's first legend, the so-called Greater Legend, was written between 1077 and 1083. It provided an idealized portrait of the king, one who dedicated himself and his kingdom to the Virgin Mary. However, Stephen's Lesser Legend—composed around 1100, under King Coloman—emphasized Stephen's severity. A third legend, also composed during King Coloman's reign by Bishop Hartvic, was based on the two existing legends. Sanctioned in 1201 by Pope Innocent III, Hartvic's work served as Stephen's official legend. Gábor Klaniczay wrote that Stephen's legends "opened a new chapter in the legends of holy rulers as a genre", suggesting that a monarch can achieve sainthood through actively using his royal powers. Stephen was the first triumphant miles Christi ("Christ's soldier") among the canonized monarchs. He was also a "confessor king", one who had not suffered martyrdom, whose cult was sanctioned, in contrast with earlier holy monarchs. Stephen's cult spread beyond the borders of Hungary. Initially, he was primarily venerated in Scheyern and Bamberg, in Bavaria, but his relics were also taken to Aachen, Cologne, Montecassino and Namur. Upon the liberation of Buda from the Ottoman Turks, Pope Innocent XI expanded King Saint Stephen's cult to the entire Roman Catholic Church in 1686, and declared 2 September his feast day. As the feast of Saint Joachim was moved, in 1969, from 16 August, the day immediately following the day of Stephen's death, Stephen's feast was moved to that date. Stephen is venerated as the patron saint of Hungary, and regarded as the protector of kings, masons, stonecutters, stonemasons and bricklayers, and also of children suffering from severe illnesses. His canonization was recognized by Ecumenical Patriarch Bartholomew I of Constantinople in 2000. In the calendar of the Hungarian Catholic Church, Stephen's feast is observed on 20 August, the day on which his relics were translated. In addition, a separate feast day (30 May) is dedicated to his "Holy Dexter". ### Holy Dexter Stephen's intact dexter, or right hand (Hungarian: Szent Jobb), became the subject of a cult. A cleric named Mercurius stole it, but it was discovered on 30 May 1084 in Bihar County. The theft of sacred relics, or furta sacra, had by that time become a popular topic of saints' biographies. Bishop Hartvic described the discovery of Stephen's right hand in accordance with this tradition, referring to adventures and visions. An abbey erected in Bihar County (now Sâniob, Romania) was named after and dedicated to the veneration of the Holy Dexter. > Why is it, brothers, that his other limbs having become disjointed and, his flesh having been reduced to dust, wholly separated, only the right hand, its skin and sinews adhering to the bones, preserved the beauty of wholeness? I surmise that the inscrutability of divine judgement sought to proclaim by the extraordinary nature of this fact nothing less than that the work of love and alms surpasses the measure of all other virtues. ... The right hand of the blessed man was deservedly exempt from putrefaction, because always reflourishing from the flower of kindness it was never empty from giving gifts to nourish the poor. The Holy Dexter was kept for centuries in the Szentjobb Abbey, except during the Mongol invasion of 1241 and 1242, when it was transferred to Ragusa (now Dubrovnik, Croatia). The relic was then taken to Székesfehérvár around 1420. Following the Ottoman occupation of the central territories of the Kingdom of Hungary in the mid-16th century, it was guarded in many places, including Bosnia, Ragusa and Vienna. It was returned to Hungary in 1771, when Queen Maria Theresa donated it to the cloister of the Sisters of Loreto in Buda. It was kept in Buda Castle's St. Sigismund Chapel between around 1900 and 1944, in a cave near Salzburg in 1944 and 1945, and again by the Sisters of Loreto in Buda, between 1945 and 1950. Finally, since 1950, the Holy Dexter has been in St. Stephen's Basilica in Budapest. An annual procession celebrating the relic was instituted in 1938, and continued until 1950, when the procession was forbidden by the Communist government. It was resumed in 1988. ### Admonitions According to Stephen's Greater Legend, the king "himself compiled a book for his son on moral education". This work, now known as Admonitions or De institutione morum, was preserved in manuscripts written in the Late Middle Ages. Although scholars debate whether it can actually be attributed to the king or a cleric, most of them agree that it was composed in the first decades of the 11th century. The Admonitions argues that kingship is inseparably connected with the Catholic faith. Its author emphasized that a monarch is required to make donations to the Church and regularly consult his prelates, but is entitled to punish clergymen who do wrong. One of its basic ideas was that a sovereign has to cooperate with the "pillars of his rule", meaning the prelates, aristocrats, ispáns and warriors. > My dearest son, if you desire to honor the royal crown, I advise, I counsel, I urge you above all things to maintain the Catholic and Apostolic faith with such diligence and care that you may be an example for all those placed under you by God, and that all the clergy may rightly call you a man of true Christian profession. Failing to do this, you may be sure that you will not be called a Christian or a son of the Church. Indeed, in the royal palace, after the faith itself, the Church holds second place, first constituted and spread through the whole world by His members, the apostles and holy fathers, And though she always produced fresh offspring, nevertheless in certain places she is regarded as ancient. However, dearest son, even now in our kingdom the Church is proclaimed as young and newly planted; and for that reason she needs more prudent and trustworthy guardians lest a benefit which the divine mercy bestowed on us undeservedly should be destroyed and annihilated through your idleness, indolence or neglect. ### In arts King St Stephen has been a popular theme in Hungarian poetry since the end of the 13th century. The earliest poems were religious hymns which portrayed the holy king as the apostle of the Hungarians. Secular poetry, especially poems written for his feast day, followed a similar pattern, emphasizing Stephen's role as the first king of Hungary. Poets described Stephen as the symbol of national identity and independence and of the ability of the Hungarian nation to survive historical cataclysms during the Communist regime between 1949 and 1989. A popular hymn, still sung in the churches, was first recorded in the late 18th century. It hails King St. Stephen as "radiant star of Hungarians". Ludwig van Beethoven composed his King Stephen Overture for the inauguration of the Hungarian theatre in Pest in 1812. According to musician James M. Keller, "[t]he descending unisons that open the King Stephen Overture would seem to prefigure the opening of the Ninth Symphony; ... [a]nd then a later theme, introduced by flutes and clarinets, seems almost to be a variation ... of the famous Ode 'To Joy''' melody of the Ninth Symphony's finale". Hungarian composer Ferenc Erkel named his last complete opera from 1885, István király ("King Stephen"), after him. In 1938, Zoltán Kodály wrote a choral piece titled Ének Szent István Királyhoz ("Hymn to King Stephen"). In 1983, Levente Szörényi and János Bródy composed a rock opera—István, a király ("Stephen, the King")—about the early years of his reign. Seventeen years later, in 2000, Szörényi composed a sequel called Veled, Uram! ("You, Sir"). ## See also - Catholic Church in Hungary - History of Christianity in Hungary - Isten, hazánkért térdelünk - SMS Szent István'' - St. Stephen's Mausoleum
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Cotswold Olimpick Games
1,169,076,721
Annual celebration of sports and games
[ "1612 establishments in England", "17th century in sports", "17th-century establishments in England", "1852 disestablishments in the United Kingdom", "1963 establishments in the United Kingdom", "Athletic culture based on Greek antiquity", "Cotswolds", "English traditions", "History of Gloucestershire", "Multi-sport events in the United Kingdom", "Recurring events established in the 1610s", "Recurring sporting events established in the 17th century" ]
The Cotswold Olimpick Games is an annual public celebration of games and sports now held on the Friday after Spring Bank Holiday near Chipping Campden, in the Cotswolds of England. The games likely began in 1612 and ran (through a period of discontinuations and revivals) until they were fully discontinued in 1852. However, they were revived in 1963 and still continue as of 2020. The games originated with a local lawyer, Robert Dover, with the approval of King James I. Dover's motivation in organising the games may have been his belief that physical exercise was necessary for the defence of the realm, but he may also have been attempting to bring rich and poor together; the games were attended by all classes of society, including royalty on one occasion. ## Events Events included horse-racing, coursing with hounds, running, jumping, dancing, sledgehammer throwing, fighting with swords and cudgels, quarterstaff, shin-kicking, and wrestling. Booths and tents were erected in which games such as chess and cards were played for small stakes, and abundant food was supplied for everyone who attended. A temporary wooden structure called Dover Castle was erected in a natural amphitheatre on what is now known as Dover's Hill, complete with small cannons that were fired to begin the events. The games took place on the Thursday and Friday of the week of Whitsun, normally between mid-May and mid-June. Many 17th-century Puritans disapproved of such festivities, believing them to be of pagan origin, and they particularly disapproved of any celebration on a Sunday or a church holiday such as Whitsun. By the time of King James's death in 1625, many Puritan landowners had forbidden their workers to attend such festivities; the increasing tensions between the supporters of the king and the Puritans resulted in the outbreak of the English Civil War in 1642, bringing the games to an end. Revived after the Restoration, the games gradually degenerated into a drunk and disorderly country festival according to their critics. The games ended again in 1852, when the common land on which they had been staged was partitioned between local landowners and farmers and subsequently enclosed. Since 1966, the games have been held each year on the Friday after Spring Bank Holiday. Events have included the tug of war, gymkhana, shin-kicking, dwile flonking, motorcycle scrambling, judo, piano smashing, and morris dancing. The British Olympic Association has recognised the Cotswold Olimpick Games as "the first stirrings of Britain's Olympic beginnings". ## Origins The first event was likely held in 1612, organised by lawyer Robert Dover, although different sources give dates from 1601 until 1612. Little is known about Dover. He was probably born between 1575 and 1582 in Norfolk, one of four children born to John Dover, and may have been admitted to Queens' College at Cambridge in 1583, leaving early to avoid swearing the Oath of Supremacy. Dover was admitted to Gray's Inn on 27 February 1636, and was probably called to the bar in 1611, the same year he likely moved to Saintbury, near Chipping Campden, with his wife and children. It is unclear whether Dover began the games from scratch, or took over from an existing event, perhaps a church ale. The games had the approval of King James, who in his book of advice to his son, Basilikon Doron (1599), had written that to promote good feeling among the common people towards their king, "certain days in the year would be appointed, for delighting the people with public spectacles of all honest games, and exercise of arms". Although there was at that time in England a growing admiration for the ancient Greeks, Dover may have been motivated by military rather than cultural considerations. His biographer, Christopher Whitfield, claimed that Dover combined ancient countryside practices with "classical mythology and Renaissance culture, whilst linking them with the throne and the King's Protestant Church". Dover believed that physical exercise was necessary for the defence of the kingdom. He may also have believed that the games would bring rich and poor together, increasing social harmony, an ideal that might explain why the event captured the public imagination; the poetry of the period eulogises the games as "an occasion of social harmony and communal joy". Endymion Porter, a member of the court of King James, had an estate in the village of Aston-sub-Edge, close to Dover's home. Dover acted as Porter's legal agent between 1622 and 1640, and through him James sent some of his own clothes to Dover, "purposely to grace him and consequently the solemnity [of the g]". James may also have granted Dover a coat of arms, with the motto "Do Ever Good", as claimed by Dover's grandson, a claim that was rejected by the heraldic authorities in 1682. The Annalia Dubrensia (Annals of Dover), a collection of poems praising Dover and his achievements in promoting and managing the games, was published in 1636. The contributors included well-known poets such as Michael Drayton, Ben Jonson, Thomas Randolph, and Thomas Heywood. They saw the games as revitalising traditional English social life, and they countered opposition from the critics of such events, who complained of "drunken behaviour and sexual licence", by stressing the "peaceful and well-behaved" nature of the occasion, and even praising the games as "a gesture of loyalty to the king". The games had acquired their title of "Olimpicks" by the time the Annalia Dubrensia was published, a name approved of by Dover. It secularised the proceedings, while adding an air of gentrification to the sports by linking them with the Olympics of ancient Greece. Having been brought up in a Catholic family, Dover might well have been keen not to draw attention to religion, particularly if the games had taken over from an earlier church ale. ## Proceedings The games took place in a natural amphitheatre on what is known today as Dover's Hill, then called Kingcombe Plain, above the town of Chipping Campden, in Gloucestershire. They were held on the Thursday and Friday of Whit-Week, or the week of Whitsun, which normally fell between mid-May and mid-June. Dover presided over the games on horseback, dressed ceremonially in a coat, hat, feather and ruff, donated by King James. Horses and men were decorated with Dover's favours, yellow ribbons pinned to a hat or worn around the arm, leg, or neck. Tents were erected for the gentry, who came from the surrounding counties of Gloucestershire, Oxfordshire and Worcestershire, and food was supplied in abundance. The poet Nicholas Wallington wrote that: > He [Dover] spares no cost; this also doth afford > To those that sit at any board. > None ever hungry from these Games come home, > Or e'er made plaint of viands, or of room. A temporary wooden building was constructed each year, called Dover Castle, from which gunfire salutes were sounded during the competitions. Competitors were summoned to the hillside by the sound of a hunting horn, to take part in various sports. Mounted cannons were fired to begin the events, which included horse-racing, coursing with hounds, running, jumping, dancing, sledgehammer throwing, fighting with swords and cudgels, quarterstaff, and wrestling. Prizes included silver trophies for the mounted sports, and perhaps also money for the other events. The contests were refereed by officials called sticklers, from which the phrase "a stickler for the rules" is derived. Sticklers were so-named because they carried sticks, with which to safely separate two fighting swordsmen. No scores or times are recorded for any of the events. Portable watches of the time were "rare, costly, and relatively unreliable devices", but perhaps just as importantly "nobody in Dover's time was much interested in sports record-keeping or record-breaking". Visitors from all strata of society attended, from agricultural labourers to the nobility, some of whom travelled up to 60 miles (97 km) to attend the games. Prince Rupert attended in 1636. ### Other diversions A harper dressed as the Greek poet Homer entertained the crowds, enhancing the classical Olympic theme. There was also a maze, known as a Troy Town, constructed from piled up turf with walls about 1 foot (0.30 m) high, through which villagers would dance. Various games were played for small stakes in booths and tents, including chess, Irish – a game similar to backgammon – and card games such as cent, a game like piquet. King James approved of card games "when you have no other thing ado ... and are weary of reading ... and when it is foul and stormy weather", but he considered chess to be "too obsessive a game". The games ended with a grand firework display, centred on the castle. ## Controversy In the 17th century many Puritans believed that the slightest action might lead to sin, and even to Hell if it was not repented. They frowned on festivities such as the games as being of pagan origin, promoting immorality and drunkenness, and disapproved of any celebration on a church holiday such as Whitsun. A Puritan revolt over a 1627 "Bringing in the May" festival at Mount Wollaston in present-day Massachusetts resulted in the expulsion of its organiser from the colony. King James, on the other hand, viewed Puritanism as a challenge to the authority of the monarch. The fine clothes donated by the King, which Dover wore when he presided over the games, were not just a fashion statement, but also a political one. The feather in Dover's hat was a "flag of defiance to virtue" in Puritan eyes, and even the starch probably used in the washing of his ruff was evil, according to the Puritan writer Philip Stubbes. He described starch as "[a] certain kind of liquid matter ... wherein the Devil hath learned them [non-Puritans] to wash and die their ruffs". James was succeeded by King Charles I in 1625. The new king reluctantly consented to an Act of Parliament "for punishing divers abuses on the Lord's Day, called Sunday". The Act restricted the activities that were allowed to take place on a Sunday, and prohibited any meetings of people outside their own parishes on Sunday. Many Puritan landowners went even further, forbidding their workers to attend any church ales, culminating in two Somerset circuit judges ruling in 1632 that "all public ales be henceforth utterly suppressed". The following year Charles reversed the judges' ruling of 1632. He produced a new version of James's Book of Sports, which he ordered to be read in every church. In it he wrote: > We find that under pretence of taking away abuses, there hath been a general forbidding, not only of ordinary meetings, but of the feast of the dedication of the churches, commonly called wakes ... Now our express will and pleasure is that these feasts, with others, shall be observed, and that our Justices of the Peace ... shall look to it, both that all disorders there may be prevented or punished, and that all neighbourhood and freedom, with man-like and lawful exercises be used. The outbreak of the English Civil War in 1642 brought the games to an end. ## First revival, 1660–1850 The games were revived at some uncertain date after the Restoration of 1660. Dover had died in 1652, and bereft of his influence, the games became "just another drunken country festival", according to an account written by the poet William Somervile in 1740. By then the games, known as Dover's Meeting, were well established and once again quite popular, and included events such as backsword fighting. It is unclear whether the contestants fought with metal or wooden swords, but there is no doubt that very real danger was involved. During a fight at the beginning of the 19th century, one of the contestants was so badly injured that he died soon afterwards. The wrestling competitions had become shin-kicking contests, with competitors wearing heavily nailed boots, sometimes with pointed tips. The poet and writer Richard Graves described the games in his picaresque novel The Spiritual Quixote (1773) as a "heathenish assembly". Somervile's account of the 1740 games describes a general riot in which "chairs, and forms, and battered bowls are hurled/With fell intent; like bombs the bottles fly". Graves dramatised the enthusiasm for the women's race for a Holland shift displayed on a pole: "six young women began to exhibit themselves before the whole assembly, in a dress hardly reconcilable to the rules of decency". By 1845 the games were being organised by a local publican, William Drury, who paid £5 for the right to do so. He hired out space for stalls and booths, and presumably sold alcohol at the event. The rector of Weston-sub-Edge, the parish in which Dover's Hill is located, Reverend Geoffrey Drinkwater Bourne, claimed that up to 30,000 people were attending the games by then, and that the hillside was full of drunk and disorderly individuals. Bourne also claimed that: > From 1846 onwards, the games, instead of being as they originally were intended to be decorously conducted, became the trysting place of all the lowest scum of the population which lived in the districts lying between Birmingham and Oxford. Such accounts may have been exaggerated however, as there are few reports of police being called to the games, and no court records of prosecutions for drunkenness or fighting. The staging of the games depended on the existence of a suitably large area of common land, but by the mid-19th century much of England's common land was being partitioned up and fenced off. Consent for the enclosure of the parish of Weston-sub-Edge was given in 1850, signalling the end of the games in 1852. The parish's 969 acres (392 ha) were divided among local farmers and landowners; Reverend Bourne, who a few years earlier had complained so vociferously about the games, received 63 acres (25 ha). ## Shakespearean connection Some historians have suggested that the games were alluded to in playwright William Shakespeare's The Merry Wives of Windsor, and used that as evidence to suggest that Shakespeare may have seen the games. But the allusion is not present in the quarto edition of 1602, making its first appearance in the posthumous First Folio of 1623, edited by Henry Condell and John Hemminges. It is therefore uncertain whether or not it was written by Shakespeare. The first Shakespearean scholars to make a connection between Dover and Shakespeare were Samuel Johnson, George Steevens, Thomas Warton, and Edmond Malone; historian Jean Wilson has commented that it required "quite imaginative leaps such as a hill referred to by Bolingbroke [King Henry IV of England] being the hill on which the games were held". More recently, the historian and secretary of the Robert Dover's Games Society, Francis Burns, has suggested that the wrestling scene in As You Like It "reflects the wrestling at the Games". Although Shakespeare may have been acquainted with Robert Dover, there is no evidence that he ever attended the games. ## Second revival, 1951–present-day Dover's Hill was bought by the National Trust in 1928, and until recently contained a monument to Robert Dover. The games were revived for the 1951 Festival of Britain, but did not return to being a regular event until the Robert Dover's Games Society was founded in 1965. Except when exceptionally bad weather or an outbreak of foot-and-mouth disease has forced their cancellation the games have been held each year since 1966, on the evening of the Friday after Spring Bank Holiday, and attract thousands of visitors. An actor dressed as Dover arrives on horseback to open the games. Events have included the tug of war, gymkhana, shin-kicking, dwile flonking, motorcycle scrambling, judo, piano smashing, morris dancing, and, in 1976, poetry. After dusk a bonfire is lit, followed by a torchlight procession to the square in Chipping Campden, where the entertainment continues well into the night. The British Olympic Association, in its successful bid for the 2012 Olympic Games in London, recognised Dover's games as "the first stirrings of Britain's Olympic beginnings". Writing in 1972, the athletics coach and sports journalist Ron Pickering said: > The influence of English rural sports, and the work of William Penny Brookes and Robert Dover, have been significant in the development of the Olympic Games philosophy. Almost half the events in the Modern Games are historically connected to British rural sports. Therefore we have a certain arrogant claim and a responsibility to the development of the Modern Olympic Games. While the 2017 games did not take place due to fundraising and personnel issues, the games resumed in 2018. The 2019 games agenda included events such as a children's half mile Junior Circuit, a championship-of-the-hill race for adults and a tug of war competition. The organizers also planned fireworks, a torchlit procession, marching bands and cannons firing. The 2020 and 2021 games were cancelled due to the COVID-19 pandemic. ## See also - Robert Dover (Cotswold Games)
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Ezra Meeker
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American pioneer (1830–1928)
[ "1830 births", "1928 deaths", "American lobbyists", "Farmers from Washington (state)", "History of Washington (state)", "Mayors of places in Washington (state)", "Oregon Trail", "Oregon pioneers", "People from Butler County, Ohio", "People from Kalama, Washington", "People from Puyallup, Washington", "People from Steilacoom, Washington", "People of the Klondike Gold Rush", "Washington (state) pioneers", "Writers from Ohio", "Writers from Oregon", "Writers from Washington (state)" ]
Ezra Morgan Meeker (December 29, 1830 – December 3, 1928) was an American pioneer who traveled the Oregon Trail by ox-drawn wagon as a young man, migrating from Iowa to the Pacific Coast. Later in life he worked to memorialize the Trail, repeatedly retracing the trip of his youth. Once known as the "Hop King of the World", he was the first mayor of Puyallup, Washington. Meeker was born in Butler County, Ohio, to Jacob and Phoebe Meeker. His family relocated to Indiana when he was a boy. He married Eliza Jane Sumner in 1851; the following year the couple, with their newborn son and Ezra's brother, set out for the Oregon Territory, where land could be claimed and settled on. Although they endured hardships on the Trail in the journey of nearly six months, the entire party survived the trek. Meeker and his family briefly stayed near Portland, then journeyed north to live in the Puget Sound region. They settled at what is now Puyallup in 1862, where Meeker grew hops for use in brewing beer. By 1887, his business had made him wealthy, and his wife built a large mansion for the family. In 1891, an infestation of hop aphids destroyed his crops and took much of his fortune. He later tried his hand at a number of ventures, and made four largely unsuccessful trips to the Klondike, taking groceries and hoping to profit from the gold rush. Meeker became convinced that the Oregon Trail was being forgotten, and he determined to bring it publicity so it could be marked and monuments erected. In 1906–1908, while in his late 70s, he retraced his steps along the Oregon Trail by wagon, seeking to build monuments in communities along the way. His trek reached New York City, and in Washington, D.C., he met President Theodore Roosevelt. He traveled the Trail again several times in the final two decades of this life, including by oxcart in 1910–1912 and by airplane in 1924. During another such trip, in 1928, Meeker fell ill but was succored by Henry Ford. On his return to Washington state, Meeker became ill again and died there on December 3, 1928, at the age of 97. Meeker wrote several books; his work has continued through the activities of such groups as the Oregon-California Trails Association. ## Early life Ezra Morgan Meeker was born in Butler County, Ohio, near Huntsville, on December 29, 1830, to Jacob (1804–1869) and Phoebe Meeker ( Baker; 1801–1854). His paternal ancestors had been among the early settlers of Elizabeth, New Jersey, where their ancestral home was located. In the American Revolutionary War, about twenty Meekers fought for the new nation. Ezra was the fourth of the six children Jacob and Phoebe had while together, with older brothers John, Manning (died at age one week) and Oliver, and a younger sister Hannah and brother Clark. Jacob was a miller and farmer. In 1839, the family moved from Ohio to Indiana, close to Indianapolis—Ezra and his older brother Oliver walked behind the family wagon for 200 miles (320 km). Ezra had little formal education; he later estimated a total of six months. Phoebe, seeing that her son's mind was not well adapted to formal learning, allowed him to earn money through odd jobs. He obtained work as printer's devil at the Indianapolis Journal, where his duties involved delivering the newspaper to subscribers, among them local pastor Henry Ward Beecher. In 1845, Phoebe's father, a Cincinnati merchant, gave his daughter \$1,000, enough to buy the family a farm. As both Jacob and Ezra Meeker realized the boy enjoyed the outdoor life more than inside work, Jacob placed Ezra in charge of the farm, allowing the elder Meeker to work as a miller. ## Migration to Oregon Territory (1852) Ezra Meeker married his childhood sweetheart, Eliza Jane Sumner, in May 1851. The Sumners lived about four miles from Indianapolis, and like the Meekers were family farmers who did not hire help. When he asked her for her hand, he told her he wanted to farm, which she accepted as long as it was on their own property. In October 1851, the couple set out for Eddyville, Iowa, where they rented a farm. They had heard that land in Eddyville would be free, but this was not the case. Ezra, working in a surveyor's camp, decided that he did not like Iowa's winters—a prejudice shared by his pregnant wife. Reports were circulating through the prairies about the Oregon Territory's free land and mild climate. Also influencing the decision was the urging of Oliver Meeker who, with friends, had outfitted for the trip to Oregon near Indianapolis, and had come to Eddyville to recruit his brother. Ezra and Eliza Jane Meeker vacillated on the decision, and it was not until early April 1852, more than a month after the birth of their son Marion, that they decided to travel the Oregon Trail. That April, Ezra, Eliza Jane, Oliver, and Marion Meeker set out to journey to Oregon, some 2,000 miles (3,200 km) in all. With their wagon, they had two yokes of oxen, one of cows and an extra cow. They were accompanied by William Buck, who would remain with them much of the way before separating from them to go to California. Buck outfitted the wagon, Meeker selected the animals, and with his wife carefully prepared food supplies. The wagons of Meeker's grouping traveled together by informal agreement; there was no wagon master in overall charge. A number of Oliver Meeker's friends from Indianapolis joined the group before the party left Iowa. They crossed the Missouri River at the small Mormon settlement of Kanesville (today Council Bluffs, Iowa). Meeker recounted that, as he stood on the far side of the Missouri, he felt as if he had left the United States. As they journeyed westward along the Platte River in Nebraska Territory, there were such large numbers traveling that they were never out of sight of the tens of thousands of other pioneers journeying west that year. Sometimes several wagons advanced side by side. The Meekers chose a slow, steady pace, unlike many who sought to rush along as quickly as possible. Piles of abandoned possessions lined the way, cast aside to lighten loads. As the party went further west, they passed some of those who had hurried past them, and whose wagons had broken down or whose oxen had died as a result of failure to care for them properly. Disease was an ever-present risk; at the present site of Kearney, Nebraska, Oliver Meeker was stricken with illness. This led to a division of the group when most of Oliver's friends, including later Idaho Territory governor David W. Ballard, refused to wait. Oliver recovered after four days, and was one of the lucky ones—his brother later estimated that one in ten of those who took the Trail perished during the journey. Ezra Meeker remembered meeting one wagon train, slowly moving east against the flow of traffic. That group had made it as far as Fort Laramie (today in Wyoming) before losing the last of its menfolk, and the women and children turned back, hoping to regain their homes in the East. He never learned if they made it. According to local historians Bert and Margie Webber, "all of these deaths made a great impression on the young man". They encountered Native Americans, who would sometimes demand provisions for passage, but none were given and none of the incidents ended with violence. The travelers' stores were supplemented by shooting bison, which roamed the Great Plains in huge numbers. Despite being a source of food, the bison were a danger as their stampedes could destroy property and kill irreplaceable stock. In southeastern Idaho, the California Trail separated from the Oregon, and Buck and some of the rest of the party split off there; they settled in California and remained friends with Meeker until their deaths. Meeker found that the final stretch between Fort Boise and The Dalles was the most difficult. The section is filled with mountains and deserts, and there was little chance of supplementing stores. Those who entered this 350-mile (560 km) segment with exhausted teams or minimal supplies often died along it. Others shed baggage brought across half a continent, saving only provisions. Parties who feared this part of the journey sometimes tried to float down the Snake and Columbia Rivers; many were wrecked in the rapids and died. At The Dalles, where river passage was available to Portland, the Meeker party found a motley crowd of emigrants. With the money earned at the ferry, they booked passage downriver. Oliver Meeker brought the livestock ahead overland, and met Ezra and his family on their arrival in Portland on October 1, 1852, where they slept inside a house for the first time since leaving Iowa. Ezra Meeker had lost 20 pounds (9.1 kg) and possessed \$2.75 in cash. All of the party survived, although Jacob Davenport, one of Oliver Meeker's friends from Indiana, became ill on the final part of the trip and died some weeks after reaching Portland. All but one of the livestock completed the trip—a cow was lost while crossing the Missouri River. Ezra Meeker considered his journey over the Oregon Trail to have been the making of him as a man. ## Territorial pioneer ### Early days Meeker's first employment in the Pacific Northwest was unloading a ship that had docked at Portland. He moved to the nearby town of St. Helens, where construction of a wharf in competition with Portland's was under way—Oliver rented a house to lodge workers in, and Ezra went to help his brother. By this time, Ezra Meeker and his wife were determined to fulfill their original plan to farm, and when work was abandoned on the wharf, he went to find land which could be cultivated. Meeker first made a claim in January 1853 about 40 miles (64 km) downriver from Portland, on the current site of Kalama, Washington. There, he built a log cabin and began his first farm. He did not build close to the water, which proved fortunate as there was a major flood on the Columbia soon after he claimed the land. Instead, he profited from the incident, selling logs the river left on his claim, together with trees he chopped down, for lumber. In April 1853, Meeker heard that the lands north of the Columbia would become a separate territory (named Washington Territory), with its capital on Puget Sound, an inlet of the Pacific. He decided to travel north with his brother to scout for lands to claim around the waterway. There were as yet only about 500 European-descended inhabitants in the Puget Sound region, of which 100 were in the village of Olympia, which would become the territorial (and later state) capital. Despite there only being a few settlers, there was considerable activity in the area—the lumber of Puget Sound fueled San Francisco's building boom. The Meekers' first view of Puget Sound was unprepossessing; the tide was out, exposing mud flats. Nevertheless, they pressed on, building a skiff to travel by water. They were met by friendly Indians, who sold them clams and taught them how to cook the shellfish. Engaging one of the Native Americans as guide, they explored the area, looking for good, well-located farmland. At one point, they entered the Puyallup River, in a region where no white settlers lived, and camped on the present site of Puyallup, but were deterred by the large number of huge trees, which would make it difficult to clear land for farming. They decided on tracts on McNeil Island, not far from the thriving town of Steilacoom, where the farm's produce could be sold. Oliver remained on the island to build a cabin while his brother went back to fetch family and possessions, and sell their old claims at Kalama. He returned to a cabin in which they installed a glass window that looked over the water to Steilacoom, with a view of Mount Rainier. The Meeker claim was later the site of McNeil Island Corrections Center. Later in 1853, Ezra and Oliver Meeker received a three-month-old letter from their father, stating that he and other family members wanted to emigrate, and would do so if Oliver Meeker could return to assist them. They immediately responded that Oliver would return to Indiana by early the following year, and put their plans on hold to prepare for and finance his journey by steamship and rail. In August 1854, Ezra Meeker received word that his relatives were en route, but were delayed and short on provisions. He quickly went to their aid, intending to guide them through the Naches Pass into the Puget Sound area. When he found his family's party close to the first Fort Walla Walla (near Richland, Washington), he learned that his mother and a younger brother had died along the Trail. He guided the survivors through the pass and to his claim on McNeil Island. Jacob Meeker saw only limited prospects on the island, and the family took claims near Tacoma, where they operated a general store in Steilacoom. On November 5, 1855, Ezra Meeker claimed 325.21 acres (131.61 ha) of land called Swamp Place, near Fern Hill, southeast of Tacoma. He began to improve the land, planting a garden and an orchard. Pursuant to the 1854 Treaty of Medicine Creek, settlers purchased lands from the Indians. The agreement, signed under duress, restricted the Native Americans to inadequate reservations, and in 1855, the Puget Sound War broke out, bringing unrest to the region over the following two years. Ezra Meeker had maintained good relations with the Native Americans, and did not fight in the conflict, though he accompanied one expedition to recover possessions captured by the Indians. A controversial aspect of the war was the trials and hanging of Chief Leschi, deemed responsible for killing during the conflict. Meeker sat on the jury in the first trial, which resulted in a hung jury, with Meeker and another man holding out for acquittal on the grounds that Leschi was a combatant in wartime. A second trial convicted Leschi, and he was hanged. Meeker described the execution as wrongful, and in later years wrote of the incident. In 1895, Meeker chartered a special train to bring whites to Leschi's reburial on tribal land, and in 2004 the Washington State Senate passed a resolution that Leschi had been unjustly treated; a special historical tribunal made up of past and present justices of the Washington Supreme Court also exonerated Leschi as both he and the man he was said to have killed were combatants. ### "Hop King of the World" Ezra Meeker's farm at Swamp Place was not a success as the land was too poor to grow crops. The family continued to run the store in Steilacoom. On January 5, 1861, Oliver Meeker drowned while returning from a buying trip to San Francisco, when his ship, the Northerner, sank off the California coast. The Meekers had borrowed to finance the trip, and the losses from this disaster reduced Ezra Meeker to near penury. He secured the squatter's claim of Jerry Stilly on land in the Puyallup Valley, and moved his wife and children there in 1862. While clearing his own holdings, he earned money by helping to clear the land of others. His father and surviving brother, John Meeker, also had claims in the valley. John Meeker had come to Washington Territory by ship in 1859 and had settled in the Puyallup Valley. Ezra Meeker ran for the Washington Territorial Legislature in 1861, but was defeated. In 1869, Meeker ran for Pierce County Surveyor; he was defeated by James Gallagher, 138 votes to 116. In 1865, Olympia brewer Isaac Wood imported some hop roots from the United Kingdom, hopeful that they would do well in the Pacific Northwest. As hops, used to flavor beer, were not then grown locally, the cost of transport from Britain or New York made his beer expensive, and he hoped Puget Sound-area farmers would grow hops and supply him. He was a friend of Jacob Meeker, and gave him the roots to grow. Jacob passed some of them on to Ezra. The plants grew extremely well, and at the end of the season, the Meekers earned \$185 from selling Wood the crop. Such a sum was rarely seen in the Puyallup Valley at that time, and a hop-growing boom promptly began. Ezra Meeker, with his head start, was able to repeatedly expand operations, he eventually had 500 acres (200 ha) of hop-growing lands. He also built one of the first hop-drying kilns in the valley. For years Meeker supplied Portland brewer Henry Weinhard. The fertile soil and temperate climate of the valley proved ideal for hops. Not only did the plants thrive, farmers were able to obtain four or five times the usual yield. Meeker, never one to miss an opportunity, formed his own hop brokerage business. In 1870, he penned an 80-page pamphlet, Washington Territory West of the Cascades, to promote investment in the region. He took ship for San Francisco, then journeyed east by the new transcontinental railroad, hoping to get the railroads to expand to his region. He met with newspaper editor Horace Greeley (known for his famous advice, "Go West, young man") and with railroad mogul Jay Cooke as part of his promotional blitz. Cooke, who was building the Northern Pacific Railway to cross the northern tier of the country, not only bought up Meeker's pamphlets to give away to potential investors, but hired Meeker to drum up interest in his railroad. While working from a Manhattan office, Meeker dressed like city dwellers, but did not entirely lose his frontier habits, often stirring a lump of butter into his coffee. In 1877, Meeker filed a plat for a townsite to surround his cabin. He named the town Puyallup, using the local Indian words for generous people, according to Meeker. The local post office had previously been called "Franklin", a common designation in the United States; Meeker, the town's first postmaster, stated that the new name was likely to remain unique. He later admitted that the pronunciation of Puyallup caused confusion when he visited England—it still remains difficult for non-locals. Meeker strove to improve life in the region, and donated land and money towards town buildings and parks, a theatre and a hotel while defraying the start-up costs of a wood products factory. The Ezra Meeker Historical Society, in their 1972 pamphlet on his life, wrote of his activities: > During those years, Mr. Meeker became a dynamic force in the community, and had a part in almost everything that happened in the valley. Restless, forceful, a natural leader, he became a prime mover, galvanizing the citizens of Puyallup into action on such vital problems as the building of streets, roads, homes, schools, and businesses and transforming the forest into one of the most progressive small communities in the state. If he was not leading an undertaking, he was sure to be a busy member of some committee working on it. Hops made many farmers wealthy, including Meeker, who at one point claimed he had earned a half million dollars for his crop. In 1880, he wrote his first book, Hop Culture in the United States, and soon after became known as the "Hop King of the World". By the 1880s, he was the wealthiest man in the territory, and had formed a London branch of his hop brokerage. He served as Washington Territory's representative at the 1885–1886 North Central & South American Exposition in New Orleans; he also took exhibits to London's Colonial and Indian Exposition after the New Orleans fair closed. In 1886, Meeker sought the Republican nomination for territorial delegate to Congress, but was defeated after many ballots at the party convention. He became a supporter of women's suffrage, which was the subject of a long-running political battle in Washington Territory, a dispute which lasted well after statehood in 1889. Eliza Jane felt that the family should live in a better house than their original cabin, and between 1887 and 1890 built what became known as the Meeker Mansion in Puyallup. The cost was \$26,000, a very large sum at the time. An Italian artist lived with the Meekers for a year, painting careful details on the ceilings. The Meekers moved in during 1890, the same year Puyallup was formally incorporated under state law—they donated their old homesite to the town for a park. In 1890, Meeker served as first mayor of Puyallup. He was elected to a second, non-consecutive term for 1892. ## Ruin and Klondike In 1891, a blight of hop aphids struck the hop-growing West Coast from British Columbia to California. Although sprays of various liquids were used in an attempt to defeat the insects, use of such pesticides damaged the hops. In 1892, the crop decreased to half of what it had been before the infestation. Meeker had advanced money to many growers, who were unable to repay him. The problems in the valley were made worse by the Panic of 1893, a severe worldwide depression. Business after business in which Meeker had invested failed, such as the Puyallup Electric Light Company. He was overextended, and lost much of his fortune, and eventually his lands to foreclosure. Meeker spent part of the winter of 1895–1896 in London, recouping what he could from his interests there. In 1896, gold was discovered both in Alaska and in Canada, and when Meeker returned from the United Kingdom, he found his sons, Marion and Fred, preparing to leave for Cook Inlet, Alaska. They found all the worthwhile claims had already been taken. Nevertheless, the Meeker family saw the finds as a possible road to financial recovery, and founded a company to buy and sell mining claims, though they knew little about the trade. In 1897, Meeker and his sons journeyed to the Kootenay country of southeastern British Columbia, where gold had been found. Despite the fact Meeker was aged 66, he undertook a full share of the labor. Both Meeker sons filed claims in Canada, but the mines required additional investment. Meeker raised money to travel to New York to speak with his old contacts, where he received more promises than cash. On the return leg he failed to raise money in visits in Illinois and Minneapolis and by July 1897, he was back in the Kootenays, working the claim. When the gold discovery in the Klondike in northwestern Canada was publicized that year, Meeker saw that as a better opportunity, and sent his son Fred to investigate. Fred Meeker returned with a report in November; the Meekers sought to finance a mining expedition to the Klondike, but failed to raise adequate money from investors. Despite his inability to raise funds for mining, Meeker was certain there was a way to make money from the gold rush. He and Eliza Jane spent much of the winter of 1897–1898 drying vegetables, and Ezra Meeker departed for Skagway, Alaska, on March 20, 1898, with 30,000 pounds (14,000 kg) of dried produce—Fred Meeker and his wife Clara were already across the border in what would soon be designated as the Yukon Territory. The 67-year-old Meeker, with one business associate, climbed the steep Chilkoot Pass. With thousands of others in boats and on rafts, he floated down the Yukon River once the ice broke up in late May, and sold his vegetables in two weeks in Dawson City. He returned to Puyallup in July, only to set out again with more supplies the following month. This time, he and his son-in-law, Roderick McDonald, opened a store, the Log Cabin Grocery, in Dawson City, and remained through the winter. Meeker returned to the Yukon twice more, in 1899 and 1900. Most of the money earned through groceries was invested in gold mining, and was lost. When he departed the Klondike for the last time in April 1901, he left behind him the body of his son Fred, dead of pneumonia in Dawson City on January 30, 1901. In his writings, Meeker ascribed his sudden departure from the Yukon in 1901 to mining losses and his upcoming 50th wedding anniversary. Meeker scholar Dennis M. Larsen in his book on the pioneer's Klondike adventure suggests that a more likely reason was attempts by those who had lost money in Meeker's enterprises in the 1890s to gain the family's remaining major asset, the Meeker Mansion. That property was sold by Eliza Jane Meeker to her daughter Caroline and son-in-law Eben Osborne for \$10,000 in mid-1901 and later that year both Ezra and Eliza Jane executed documents stating that the house had been her separate property, paid for with funds not deriving from Ezra. The sale to the Osbornes included provisions that Ezra and Eliza Jane were to have lifetime residence and \$50 per month. Ezra Meeker did not live there after his wife's death in 1909, and the Osbornes sold the house in 1915. Eben Osborne died in 1922, survived by his 91-year-old father in law. ## Promoting the Trail ### Preparation for 1906 trip Meeker spent the years after the Klondike in Puyallup, where he wrote and served as president of the Washington State Historical Society, which he had helped to found in 1891. The Ezra Meeker Historical Society described their namesake's situation after the Klondike expeditions: > He was 71 years old. He had been an adventurer, laborer, surveyor, longshoreman, farmer, merchant, community leader, civic builder, richest man in the state, world traveler, miner and writer. He had made and lost millions. He had made money, not so much to hoard, but to do things with—to develop, control forces, build and promote. But his money was gone. It was generally assumed that he had finally come home to stay and live out his days in peace and quiet in his beautiful valley. Not so. He still had dreams. Meeker had long contemplated the idea of marking the Oregon Trail, over which he had traveled in 1852, with granite monuments. By the early 20th century, he was convinced that the Trail was in danger of being forgotten. Farmers were plowing up the Trail bit by bit, and as towns and cities grew along it, the Trail vanished under streets and buildings. Meeker viewed its preservation as an urgent matter because of this slow disappearance. He wanted the Trail properly marked, and monuments erected to honor the dead. Meeker came up with a scheme to travel along the Trail again by ox-drawn wagon, raising public awareness for his cause. He believed that public interest would provide enough money both to build markers and maintain himself along the way. Though many hucksters traveled by wagon, selling patent nostrums, Meeker felt that he would stand out, as an authentic pioneer able to tell real stories of the Trail—especially if he used authentic gear. He felt that it was likely that once newspapers got wind of his travels, they would give him ample coverage. Meeker did not have much money, so he raised it from friends. Ox-drawn wagons were not a common sight in the Puyallup of 1906; Meeker was unable to find an authentic complete wagon, and eventually used metal parts from the remains of three different ones. The construction was done by Cline & McCoy of Puyallup. Meeker found a pair of oxen; even though one proved unsuitable, the owner insisted on him purchasing both. The one Meeker kept, named Twist, was lodged at the stockyards in Tacoma as he sought another. Meeker fixed on a herd of steers which had been brought in from Montana. He decided on one which was particularly heavy, which he named Dave. Although Dave gave Meeker much difficulty, beginning with the 8 miles (13 km) drive home to Puyallup after the purchase, the animal eventually helped pull the wagon over 8,000 miles (13,000 km). Although Meeker had not had a dog in his wagon in 1852, he knew that people liked them, and sought to add one to his crew. Jim, a large, friendly collie who became an expedition member and Meeker's companion for the next six years, had belonged to one of Meeker's neighbors, a Mr. James. Meeker was impressed by the way Jim drove James' chickens out of the area where the family grew berries, by moving slowly. Five dollars to one of James' children secured the purchase. Some of Meeker's friends tried to talk him out of the trip; one local minister warned against this "impracticable project", stating that it was "cruel to let this aged man start on this journey only to perish by exposure in the mountains". Meeker had taken an ox team and wagon to Portland's Lewis and Clark Exposition in 1905; en route he had kept his eyes open for places to set up suitable monuments on the Cowlitz Trail, on which pioneers had journeyed from the Columbia River to Puget Sound. He made arrangements with locals in towns along that trail to raise money to build monuments there. He gave lectures as a fundraiser, but raised little money. He took his team and wagon for daylong shakedown trips, despite the mocking of some who remembered him as Hop King. After several days camped on his lawn as practice for the trip, and then in other nearby locales, Meeker set out from Olympia on February 19, 1906. ### Return to the Trail (1906–1908) According to Larsen in his book on Meeker's journey east, > It's easy to assume Ezra Meeker's remarkable 1906–08 expedition over the Oregon Trail was a well-oiled machine that worked as planned ... But it wasn't always an easy journey. ... Faith in the whole enterprise, let alone encouragement, was in rather short supply. His own daughter told him that people would laugh at him if he went out on the trail with an old yoke of oxen ... The first stop after Olympia for "The Old Oregon Trail Monument Expedition" was Tenino, Washington, where Meeker went ahead by train on February 20, 1906, to make arrangements for the first monument of the trip. He still had no driver, and had his wagon pulled to Tenino by horses, with the oxen trailing behind. He appealed to a local quarry for a suitable stone, which was carved and was dedicated in Tenino at a ceremony on the 21st. He had less success as he journeyed south towards Portland; at none of the remaining Washington stops was a monument erected, and although Meeker placed wooden posts where monuments should go, most of the designated towns did not follow through. The lack of enthusiasm about Meeker's mission continued in Portland, where the Unitarian church elders voted against allowing Meeker the use of the building to give a fundraising lecture, pledging to do nothing to "encourage that old man to go out on the Plains to die". In Portland, Meeker lost his remaining helpers (one refused to take a pay cut, the others for personal reasons). One stayed on for the boat voyage up the Columbia before leaving at The Dalles, where Meeker hired a driver/cook, William Mardon, at \$30 per month. He remained with Meeker for the next three years. Meeker also installed an odometer on his wagon, calling The Dalles "Mile Zero" of his expedition. In The Dalles, Meeker engaged in activities which would set the pattern for his progress along the Trail: He showed off himself, his wagon and animals, to the public, and sold tickets for a lecture (fifty cents for adults, half that for children) he would give about the Oregon Trail, including images shown with a stereopticon. He also met with members of civic committees to raise money for a local monument. Often these monuments were erected after Meeker passed: he would position a post to designate its location. According to reporter James Aldredge in his 1975 article on Meeker's trip, "for a septuagenarian he must have been blessed with remarkable health and endurance ... When the curious procession got underway, not the least impressive part of it was Meeker himself, with his face framed by his flowing white hair and his patriarchal beard." According to reporter Bart Ripp in his 1993 article on Meeker, "the first expedition east in 1906 was supposed to be a speaking tour, but people were more interested in seeing the old coot in a covered wagon. It was the 20th century, and Americans wanted a show." As he journeyed east from The Dalles, Meeker met with more enthusiasm than in his home state as he slowly passed through Oregon and Idaho. As word began to spread, he sometimes found the townsfolk prepared for him, or with a stone ordered or even ready. The monument in Boise, dedicated by Meeker on April 30, 1906, stands on the grounds of the Idaho State Capitol. On the road, he camped as he had a half century before, but in towns most often took a hotel room, though who paid for this is uncertain. Near Pacific Springs, at South Pass in Wyoming, Meeker had a stone inscribed to mark where the Trail passes through the Continental Divide. Meeker remembered in a memoir, > The sight of Sweetwater River, twenty miles [32 km] out from South Pass, revived many pleasant memories and some that were sad. I could remember the sparkling, clear water, the green skirt of undergrowth along the banks, and the restful camps, as we trudged up the stream so many years ago. And now I saw the same channel, the same hills, and apparently the same waters swiftly passing. But where were the camp fires? Where was the herd of gaunt cattle? Where the sound of the din of bells? the hallooing for lost children? Or the little groups off on the hillside to bury the dead? All were gone. Nebraska proved resistant to Meeker's sales pitch, and near Brady, the ox Twist died, possibly after eating a poisonous plant. Meeker had to wire home to supporters for money. He hired teams of horses to pull the wagon on a temporary basis, and an attempt with two cows was not successful. He was able to temporarily yoke Dave with a cow which proved more suitable. At the Omaha Stockyards, Meeker found another ox, which he named Dandy, and broke him in on the way to Indianapolis, near where Meeker had once lived and 2,600 miles (4,200 km) by road from Puyallup. Beginning in Nebraska, Meeker began to sell postcards from photos taken on the way—there was then a craze for postcards in the United States. He also arranged for the printing of a book about his 1852 trip, much of which he wrote during noontime halts on his 1906 trip. The funds from the sales of these items allowed him to meet expenses on the road. Meeker's exploits were closely followed in newspapers on the West Coast as eastern and midwestern stories about him were reprinted there—when westerners perceived any slights towards Meeker, indignant editorials followed. After a visit to Eddyville, Iowa, from where he had set out in 1852, Meeker spent several weeks in Indianapolis, leaving on March 1, 1907, when his permit to sell on the streets there expired. With the Oregon Trail run completed, he proceeded east through Ohio, Pennsylvania, and New York State, seeking to both raise public awareness and earn some money for himself through sales of his merchandise. He often spent several days in a location, so long as sales of postcards and books flourished. When the expedition reached New York City, Mayor George B. McClellan Jr. was absent but the acting mayor told Meeker that, although he could not grant him a permit, he would instruct the police not to molest him. The message was apparently not well-communicated, as at 161st and Amsterdam Avenue a policeman arrested Meeker's helper, Mardon, for driving cattle upon the streets of New York in violation of a local ordinance. A stalemate followed as Meeker refused to move his oxen and the police had no means of doing so. The situation was resolved when higher authority ordered Mardon's release. Meeker wanted to drive the length of Broadway; it took a month to get the legal problems resolved. It took him six hours to drive the length of Manhattan. He had arranged with the press for photographers, who took shots of him at the New York Stock Exchange and the sub-Treasury building across Wall Street. Later in his stay, he drove across the Brooklyn Bridge. After a small family reunion at the old Meeker homestead near Elizabeth, New Jersey, Meeker headed south towards Washington, D.C. He had hoped to meet President Theodore Roosevelt at his summer home in Oyster Bay, New York, but Roosevelt's staff declined, offering a meeting in Washington instead. Members of the Washington State congressional delegation cleared the way, and Meeker met Roosevelt on November 29, 1907. The President went outside the White House to view Meeker's wagon and team, and expressed support for Meeker's activities, and for a Meeker proposal for a cross-country highway (there were then none) in honor of the pioneers. After Washington, the tour wound down: Meeker went home to Puyallup from Pittsburgh by train to see his ailing wife. On his return to the East, he arranged for transport by riverboat and train, with a journey across Missouri by wagon. The expedition was offloaded from the train in Portland, and Meeker proceeded north across Washington State (receiving a much warmer reception) on a slow route, finishing in Seattle on July 18, 1908. ### Advocate for the Oregon Trail (1909–1925) Meeker ran a large pioneer exhibit and restaurant at the 1909 Alaska-Yukon-Pacific Exposition in Seattle; he later ruefully stated the Exposition had cost him his earnings from the book and card sales during his wagon tour. Later that year, he spent time in California, journeying with his wagon and team. Eliza Jane Meeker died in 1909 in Seattle—she had been in poor health for some years. Ezra Meeker was in San Francisco, peddling his wares, when his wife died—it took three days to locate him, after which he journeyed north for the funeral before returning to his work. On New Year's Day 1910, Meeker and his wagon and team participated in the Tournament of Roses Parade in Pasadena. In 1910, the Humphrey Bill, to appropriate money for monuments to mark the Trail, passed the House of Representatives and was introduced in the Senate, with a proviso that no money would be spent unless the Secretary of War could certify that the work would not require any further appropriations. Ezra Meeker set out that year on another two-year-long expedition, with the emphasis this time on locating and marking where the Trail had been, rather than on building monuments. Sometimes the ruts in the ground from the emigrants' wagons still existed and made it obvious, but other times he had to rely on the memories of old settlers. He journeyed to Texas, but had no success in interesting people in his project there. His tour was ended in 1912 in Denver when a flood struck the city, resulting in damage to his books. Nevertheless, according to Green, Meeker's two trips resulted in the placement of 150 monuments. A version of the Humphrey Bill passed the Senate in 1913, but died when the House of Representatives took no action. Despite this failure, groups began marking western trails: the Sons and Daughters of the American Revolution put up plaques along the Cowlitz Trail in 1916. Beginning in 1913, Meeker began to plan his role in the 1915 Panama-Pacific Exposition in San Francisco. He had donated his wagon and oxen to a park in Tacoma: when officials there expressed concern about the cost of building a proper pavilion for them, Meeker reclaimed them and set off with them to California. Deeming Dandy unfit for the road, Meeker had him slaughtered in Portland in June 1914 and had the hide shipped back to Tacoma for taxidermy; in November, the same fate met Dave in California. Meeker's wagon was exhibited at the Exposition in San Francisco. His tales of the Oregon Trail became one of the star attractions of the Exposition. Nevertheless, he quarreled with the administrators of the Washington State Building, feeling that it should be open on Sundays, when the largest crowds came to the grounds. On his return, the oxen and wagon were mounted as an exhibit at the Washington State History Museum until it closed for a move to new premises in 1995. The wagon was then deemed too fragile for display. In 1916, the 85-year-old Meeker made another trip, this time by Pathfinder automobile. The Pathfinder Company, of Indianapolis, lent Meeker a car with a covered-wagon-style top and a driver as a publicity stunt. Meeker also received a small stipend, and journeyed in the vehicle from Washington, D.C. to Olympia. Meeker saw the use of a motor vehicle as publicizing the need for a transcontinental highway. During this trip, he lectured on the need for a national highway; before he left he met with President Woodrow Wilson and discussed the topic with him. Bernard Sun, whose grandparents were Oregon Trail pioneers in Wyoming, remembered another side of Meeker: > He'd camp down on Rush Creek with a covered wagon. The old bum was riding a grub line. He'd grub meals from all the ranchers around here. My grandmother hated the sight of him. He'd comb that long hair at the dinner table. Put his [false] teeth in to eat and take them out to talk. Although World War I distracted public attention from Meeker and his activities, he used the time to plan for the future. On December 29, 1919, his 89th birthday, he began work on another book, Seventy Years of Progress in Washington, which was published to favorable reviews. In association with Dr. Howard R. Driggs, a professor of English education at the University of Utah and later at New York University, he published a revised version of his memoirs, Ox-Team Days on the Oregon Trail. In 1922, he fell ill for one of the few times in his life. Newspapers reported that he refused to stay in bed, and his grandson, a physician, stated that he was going to put Meeker back to bed and "I am going to keep him there—if I can. If I can." Recovered, the nonagenarian Meeker began making fresh travel plans. With the International Air Races to be held at Dayton, Ohio, in 1924, Meeker tried to get the War Department to allow him to fly there. He was successful, and flew with the Army pilot, Oakley G. Kelly. At a stop in Boise, Meeker quipped they were making better time than with his ox team, and in Dayton met aviation pioneer Orville Wright, to whom he commented, "You'd be surprised at the difference between riding in a Prairie Schooner and in an airplane." The publicity was so favorable that the Army had Kelly fly Meeker the rest of the way to Washington, D.C., where the onetime pioneer met President Calvin Coolidge in October 1924. Meeker returned to Seattle by train. Wanting the government to build a road over Naches Pass, where he had guided his father's party seventy years before, Meeker ran for the Washington House of Representatives in 1924 from the 47th district but was defeated in the Republican primary by 35 votes. In 1925, Meeker drove an ox team for several months while touring in J.C. Miller's Wild West Show. ### Meeker reaches the end of the trail (1925–1928) By 1925, Congress had still not passed an appropriation to mark the Trail. One means of federally sponsored fundraising at that time was to get Congress to authorize a commemorative coin (usually a half dollar) and designate a sponsoring organization to buy the issue at face value from the government and sell it to the public at a premium. Meeker got the idea from a group of Idahoans seeking a coin to further their preservation work at Fort Hall; he arranged a merger of efforts. Beginning in 1925, Meeker pressed for such a half dollar to honor the pioneers and provide money for his efforts, and in April 1926 he appeared before a Senate committee, urging the passage of legislation. Congress obliged, and Coolidge signed the bill on May 17, 1926, at a ceremony which Meeker attended. Meeker had founded the Old Oregon Trail Association in 1922. In early 1926, it was incorporated in New York as the Oregon Trail Memorial Association (OTMA), and was given office space there by the National Highways Association. The legislation authorizing the new coin designated the OTMA as the organization which could purchase Oregon Trail Memorial half dollars from the government. The piece was designed by Laura Gardin Fraser and her husband, James Earle Fraser (who had designed the Buffalo nickel). Six million coins were authorized, and a beginning was made by the striking of 48,000 for the Association at the Philadelphia Mint; when those ran low, 100,000 more were coined at the San Francisco Mint. Meeker was less successful with the later issue, and many remained unsold. Although the Bureau of the Mint struck more in 1928, these remained impounded until after Meeker's death, with tens of thousands of the earlier issues unsold. Seattle had been Meeker's home since moving out of the mansion, but in the mid-1920s the citizens of Puyallup sought to honor him by the erection of a statue in Pioneer Park, the site of Meeker's one-time homestead. They also sought to preserve the home site, over which Eliza Jane Meeker had planted ivy a half-century before, building a pergola to support the plant. With the statue and pergola completed, Meeker returned to Puyallup for the dedication ceremony in 1926. The same year, at age 95, Meeker published his first and only novel, Kate Mulhall, a Romance of the Oregon Trail. Meeker was again advocating better roads, and gained the support of Henry Ford, who built him a Model A car with a covered wagon-style top, dubbed the Oxmobile, to be used in another expedition over the Trail to publicize Meeker's highway proposals. In October 1928, Meeker was hospitalized with pneumonia in Detroit. He returned to Seattle, where he fell ill again. Meeker was taken to a room in the Frye Hotel, where he told his daughter Ella Meeker Templeton, "I can't go. I have not yet finished my work." Ezra Meeker died there on December 3, 1928, just under a month short of his 98th birthday. His body was taken in procession back to Puyallup, where he was interred beside his wife Eliza Jane in Woodbine Cemetery. Under a plaque based on the Oregon Trail Memorial coin Ezra Meeker had inspired, their gravestone, erected by the OTMA in 1939, reads, "They came this way to win and hold the West." ## Legacy Driggs succeeded Meeker as president of the OTMA, and remained in that capacity at the association and its successor, the American Pioneer Trails Association (APTA), until his own death at age 89 in 1963. The year 1930, marking 100 years since both Meeker's birth and the first wagon train leaving St. Louis for the Oregon Country, was proclaimed the Covered Wagon Centennial. The largest event was at one of the landmarks along the Oregon Trail, Wyoming's Independence Rock, on July 3–5, 1930. This event included the dedication of a plaque depicting Meeker, embedded in the rock. For many years, the OTMA made it a practice to go out each summer and dedicate monuments along the Oregon Trail. Although the APTA no longer exists, that mission has been continued by state historical societies and organizations which share its purpose, such as the Oregon-California Trails Association. The commemorative half dollars were struck in small numbers in most years of the 1930s; after collectors complained about the lengthy series and high prices, Congress forbade further strikings in 1939. The first route across America, the Lincoln Highway, was completed in the 1920s, and others soon followed. Although Meeker's highway along the Trail was not built, U.S. 30 generally parallels the route of the Oregon Trail. A number of sites relating to Meeker remain in Puyallup. In addition to his gravesite, and the Meeker Mansion (now owned by and being restored by the Ezra Meeker Historical Society) there is Pioneer Park, where the ivy-covered pergola and the statue of Meeker may be found. Local historian Lori Price noted, "Throughout his long life of nearly 98 years, the word for Meeker was action." Historian David Dary, in his book on the Oregon Trail, deems Meeker primarily responsible for re-awakening public interest in it. According to Bert Webber, "There would be no 'Oregon Trail' to enjoy today if Ezra Meeker had not set out, by himself, and without government subsidy, to preserve it." Driggs stated of Meeker after his death: > So the Oregon Trail was blazed and tramped—traders, trappers, gold-seekers, missionaries, colonists—until the highway stretched from the Missouri River to the Pacific Ocean. Years passed and railroads supplanted the old Oregon Trail; its very location was forgotten; disputes arose. Then an old man, almost eighty, clambered into a prairie schooner, made in part of some in which the pioneers had journeyed westward, and the Oregon Trail was retraced and marked with monuments, that a people and a nation may not forget. ## Books by Ezra Meeker
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Medieval cuisine
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Foods, eating habits, and cooking methods of various European cultures during the Middle Ages
[ "Medieval cuisine" ]
Medieval cuisine includes foods, eating habits, and cooking methods of various European cultures during the Middle Ages, which lasted from the fifth to the fifteenth century. During this period, diets and cooking changed less than they did in the early modern period that followed, when those changes helped lay the foundations for modern European cuisines. Cereals remained the most important staple during the Early Middle Ages as rice was introduced late, and the potato was only introduced in the 16th century, and much later for the wider population. Barley, oats, and rye were eaten by the poor while wheat was generally more expensive. These were consumed as bread, porridge, gruel, and pasta by people of all classes. Cheese, fruits, and vegetables were important supplements for the lower orders while meat was more expensive and generally more prestigious. Game, a form of meat acquired from hunting, was common only on the nobility's tables. The most prevalent butcher's meats were pork, chicken, and other domestic fowl; beef, which required greater investment in land, was less common. A wide variety of freshwater and saltwater fish was also eaten, with cod and herring being mainstays among the northern populations. Slow and inefficient transports made long-distance trade of many foods very expensive. Because of this, the nobility's food was more prone to foreign influence than the cuisine of the poor; it was dependent on exotic spices and expensive imports. As each level of society attempted to imitate the one above it, innovations from international trade and foreign wars from the 12th century onward gradually disseminated through the upper middle class of medieval cities. Aside from economic unavailability of luxuries such as spices, decrees outlawed consumption of certain foods among certain social classes and sumptuary laws limited conspicuous consumption among the nouveau riche. Social norms also dictated that the food of the working class be less refined, since it was believed there was a natural resemblance between one's way of life and one's food; hard manual labor required coarser, cheaper food. A type of refined cooking that developed in the Late Middle Ages set the standard among the nobility all over Europe. Common seasonings in the highly spiced sweet-sour repertory typical of upper-class medieval food included verjuice, wine, and vinegar in combination with spices such as black pepper, saffron, and ginger. These, along with the widespread use of honey or sugar, gave many dishes a sweet-sour flavor. Almonds were very popular as a thickener in soups, stews, and sauces, particularly as almond milk. ## Dietary norms The cuisines of the cultures of the Mediterranean Basin since antiquity had been based on cereals, particularly various types of wheat. Porridge, gruel, and later bread became the basic staple foods that made up the majority of calorie intake for most of the population. From the 8th to the 11th centuries, the proportion of various cereals in the diet rose from about a third to three quarters. Dependence on wheat remained significant throughout the medieval era, and spread northward with the rise of Christianity. In colder climates, however, it was usually unaffordable for the majority population, and was associated with the higher classes. The centrality of bread in religious rituals such as the Eucharist meant that it enjoyed an especially high prestige among foodstuffs. Only olive oil and wine had a comparable value, but both remained quite exclusive outside the warmer grape- and olive-growing regions. The symbolic role of bread as both sustenance and substance is illustrated in a sermon given by Saint Augustine: > This bread retells your history ... You were brought to the threshing floor of the Lord and were threshed ... While awaiting catechism, you were like grain kept in the granary ... At the baptismal font you were kneaded into a single dough. In the oven of the Holy Ghost you were baked into God's true bread. ### The Church The Catholic and Orthodox Churches, and their calendars, had great influence on eating habits; consumption of meat was forbidden for a full third of the year for most Christians. All animal products, including eggs and dairy products (during the strictest fasting periods also fish), were generally prohibited during Lent and fast. Additionally, it was customary for all citizens to fast before taking the Eucharist. These fasts were occasionally for a full day and required total abstinence. Both the Eastern and the Western churches ordained that feast should alternate with fast. In most of Europe, Fridays were fast days, and fasting was observed on various other days and periods, including Lent and Advent. Meat, and animal products such as milk, cheese, butter, and eggs, were not allowed, and at times also fish. The fast was intended to mortify the body and invigorate the soul, and also to remind the faster of Christ's sacrifice for humanity. The intention was not to portray certain foods as unclean, but rather to teach a spiritual lesson in self-restraint through abstention. During particularly severe fast days, the number of daily meals was also reduced to one. Even if most people respected these restrictions and usually made penance when they violated them, there were also numerous ways of circumventing them, a conflict of ideals and practice summarized by writer Bridget Ann Henisch: > It is the nature of man to build the most complicated cage of rules and regulations in which to trap himself, and then, with equal ingenuity and zest, to bend his brain to the problem of wriggling triumphantly out again. Lent was a challenge; the game was to ferret out the loopholes. While animal products were to be avoided during times of penance, pragmatic compromises often prevailed. The definition of "fish" was often extended to marine and semi-aquatic animals such as whales, barnacle geese, puffins, and even beavers. The choice of ingredients may have been limited, but that did not mean that meals were smaller. Neither were there any restrictions against (moderate) drinking or eating sweets. Banquets held on fish days could be splendid, and were popular occasions for serving illusion food that imitated meat, cheese, and eggs in various ingenious ways; fish could be moulded to look like venison and fake eggs could be made by stuffing empty egg shells with fish roe and almond milk and cooking them in coals. While Byzantine church officials took a hard-line approach, and discouraged any culinary refinement for the clergy, their Western counterparts were far more lenient. There was also no lack of grumbling about the rigours of fasting among the laity. During Lent, kings and schoolboys, commoners and nobility, all complained about being deprived of meat for the long, hard weeks of solemn contemplation of their sins. At Lent, owners of livestock were even warned to keep an eye out for hungry dogs frustrated by a "hard siege by Lent and fish bones". The trend from the 13th century onward was toward a more legalistic interpretation of fasting. Nobles were careful not to eat meat on fast days, but still dined in style; fish replaced meat, often as imitation hams and bacon; almond milk replaced animal milk as an expensive non-dairy alternative; faux eggs made from almond milk were cooked in blown-out eggshells, flavoured and coloured with exclusive spices. In some cases the lavishness of noble tables was outdone by Benedictine monasteries, which served as many as sixteen courses during certain feast days. Exceptions from fasting were frequently made for very broadly defined groups. Thomas Aquinas (c. 1225–1274) believed dispensation should be provided for children, the old, pilgrims, workers and beggars, but not the poor as long as they had some sort of shelter. There are many accounts of members of monastic orders who flouted fasting restrictions through clever interpretations of the Bible. Since the sick were exempt from fasting, there often evolved the notion that fasting restrictions only applied to the main dining area, and many Benedictine friars would simply eat their fast day meals in what was called the misericord (at those times) rather than the refectory. Newly assigned Catholic monastery officials sought to amend the problem of fast evasion not merely with moral condemnations, but by making sure that well-prepared non-meat dishes were available on fast days. ### Class constraints Medieval society was highly stratified. In a time when famine was commonplace and social hierarchies were often brutally enforced, food was an important marker of social status in a way that has no equivalent today in most developed countries. According to the ideological norm, society consisted of the three estates of the realm: commoners, that is, the working classes—by far the largest group; the clergy, and the nobility. The relationship between the classes was strictly hierarchical, with the nobility and clergy claiming worldly and spiritual overlordship over commoners. Within the nobility and clergy there were also a number of ranks ranging from kings and popes to dukes, bishops and their subordinates, such as squires and priests. One was expected to remain in one's social class and to respect the authority of the ruling classes. Political power was displayed not just by rule, but also by displaying wealth. Refined nobles dined on fresh game seasoned with exotic spices, and displayed refined table manners. Rough laborers could make do with coarse barley bread, salt pork and beans and were not expected to display etiquette. Even dietary recommendations were different: the diet of the upper classes was considered to be as much a requirement of their refined physical constitution as a sign of economic reality. The digestive system of a lord was considered to be more refined than that of lower-class subordinates and therefore required finer foods. In the late Middle Ages, the increasing wealth of middle class merchants and traders meant that commoners began emulating the aristocracy. This threatened to break down some of the symbolic barriers between the nobility and the lower classes. The response came in two forms: literature warning of the dangers of adapting a diet inappropriate for one's class,; and sumptuary laws that put a cap on the lavishness of commoners' banquets. Animal parts were even assigned to different societal classes. ### Dietetics Medical science of the Middle Ages had a considerable influence on what was considered healthy and nutritious among the upper classes. One's lifestyle—including diet, exercise, appropriate social behavior, and approved medical remedies—was the way to good health, and all types of food were assigned certain properties that affected a person's health. All foodstuffs were also classified on scales ranging from hot to cold and moist to dry, according to the four bodily humours theory proposed by Galen that dominated Western medical science from late Antiquity and throughout the Middle Ages. Medieval scholars considered human digestion to be a process similar to cooking. The processing of food in the stomach was seen as a continuation of the preparation initiated by the cook. In order for the food to be properly "cooked" and for the nutrients to be properly absorbed, it was important that the stomach be filled in an appropriate manner. Easily digestible foods would be consumed first, followed by gradually heavier dishes. If this regimen were not respected it was believed that heavy foods would sink to the bottom of the stomach, thus blocking the digestion duct, so that food would digest very slowly and cause putrefaction of the body and draw bad humours into the stomach. It was also of vital importance that food of differing properties not be mixed. Before a meal, the stomach would preferably be "opened" with an apéritif (from Latin aperire, "to open") that was preferably of a hot and dry nature: confections made from honey- or sugar-coated spices like ginger, caraway, and seeds of anise, fennel, or cumin, wine and sweetened fortified milk drinks. As the stomach had been opened, it should then be "closed" at the end of the meal with the help of a digestive, most commonly a dragée, which during the Middle Ages consisted of lumps of spiced sugar, or hypocras, a wine flavoured with fragrant spices, along with aged cheese. A meal would ideally begin with easily digestible fruit, such as apples. It would then be followed by vegetables such as cabbage, lettuce, purslane, herbs, moist fruits, and light meats, such as chicken or goat kid, with pottages and broths. After that came the "heavy" meats, such as pork and beef, as well as vegetables and nuts, including pears and chestnuts, both considered difficult to digest. It was popular, and recommended by medical expertise, to finish the meal with aged cheese and various digestives. The most ideal food was that which most closely matched the humour of human beings, i.e. moderately warm and moist. Food should preferably also be finely chopped, ground, pounded and strained to achieve a true mixture of all the ingredients. White wine was believed to be cooler than red and the same distinction was applied to red and white vinegar. Milk was moderately warm and moist, but the milk of different animals was often believed to differ. Egg yolks were considered to be warm and moist while the whites were cold and moist. Skilled cooks were expected to conform to the regimen of humoral medicine. Even if this limited the combinations of food they could prepare, there was still ample room for artistic variation by the chef. ### Caloric structure The caloric content and structure of medieval diet varied over time, from region to region, and between classes. However, for most people, the diet tended to be high-carbohydrate, with most of the budget spent on, and the majority of calories provided by, cereals and alcohol (such as beer). Even though meat was highly valued by all, lower classes often could not afford it, nor were they allowed by the church to consume it every day. In England in the 13th century, meat contributed a negligible portion of calories to a typical harvest worker's diet; however, its share increased after the Black Death and, by the 15th century, it provided about 20% of the total. Even among the lay nobility of medieval England, grain provided 65–70% of calories in the early 14th century, though a generous provision of meat and fish was included, and their consumption of meat increased in the aftermath of the Black Death as well. In one early-15th-century English aristocratic household for which detailed records are available (that of the Earl of Warwick), gentle members of the household received a staggering 3.8 pounds (1.7 kg) of assorted meats in a typical meat meal in the autumn and 2.4 pounds (1.1 kg) in the winter, in addition to 0.9 pounds (0.41 kg) of bread and 1⁄4 imperial gallon (1.1 L; 0.30 US gal) of beer or possibly wine (and there would have been two meat meals per day, five days a week, except during Lent). In the household of Henry Stafford in 1469, gentle members received 2.1 pounds (0.95 kg) of meat per meal, and all others received 1.04 pounds (0.47 kg), and everyone was given 0.4 pounds (0.18 kg) of bread and 1⁄4 imperial gallon (1.1 L; 0.30 US gal) of alcohol. On top of these quantities, some members of these households (usually, a minority) ate breakfast, which would not include any meat, but would probably include another 1⁄4 imperial gallon (1.1 L; 0.30 US gal) of beer; and uncertain quantities of bread and ale could have been consumed in between meals. The diet of the lord of the household differed somewhat from this structure, including less red meat, more high-quality wild game, fresh fish, fruit, and wine. In monasteries, the basic structure of the diet was laid down by the Rule of Saint Benedict in the 7th century and tightened by Pope Benedict XII in 1336, but (as mentioned above) monks were adept at "working around" these rules. Wine was restricted to about 10 imperial fluid ounces (280 mL; 9.6 US fl oz) per day, but there was no corresponding limit on beer, and, at Westminster Abbey, each monk was given an allowance of 1 imperial gallon (4.5 L; 1.2 US gal) of beer per day. Meat of "four-footed animals" was prohibited altogether, year-round, for everyone but the very weak and the sick. This was circumvented in part by declaring that offal, and various processed foods such as bacon, were not meat. Secondly, Benedictine monasteries contained a room called the misericord, where the Rule of Saint Benedict did not apply, and where a large number of monks ate. Each monk would be regularly sent either to the misericord or to the refectory. When Pope Benedict XII ruled that at least half of all monks should be required to eat in the refectory on any given day, monks responded by excluding the sick and those invited to the abbot's table from the reckoning. Overall, a monk at Westminster Abbey in the late 15th century would have been allowed 2.25 pounds (1.02 kg) of bread per day; 5 eggs per day, except on Fridays and in Lent; 2 pounds (0.91 kg) of meat per day, four days per week (excluding Wednesday, Friday, and Saturday), except in Advent and Lent; and 2 pounds (0.91 kg) of fish per day, three days per week and every day during Advent and Lent. The overall caloric intake is subject to some debate. One typical estimate is that an adult peasant male needed 2,900 calories (12,000 kJ) per day, and an adult female needed 2,150 calories (9,000 kJ). Both lower and higher estimates have been proposed. Those engaged in particularly heavy physical labor, as well as sailors and soldiers, may have consumed 3,500 calories (15,000 kJ) or more per day. Intakes of aristocrats may have reached 4,000 to 5,000 calories (17,000 to 21,000 kJ) per day. Monks consumed 6,000 calories (25,000 kJ) per day on "normal" days, and 4,500 calories (19,000 kJ) per day when fasting. As a consequence of these excesses, obesity was common among upper classes. Monks, especially, frequently suffered from conditions that were more common among the obese, such as arthritis. ## Regional variation The regional specialties that are a feature of early modern and contemporary cuisine were not in evidence in the sparser documentation that survives. Instead, medieval cuisine can be differentiated by the cereals and the oils that shaped dietary norms and crossed ethnic and, later, national boundaries. Geographical variation in eating was primarily the result of differences in climate, political administration, and local customs that varied across the continent. Though sweeping generalizations should be avoided, more or less distinct areas where certain foodstuffs dominated can be discerned. In the British Isles, northern France, the Low Countries, the northern German-speaking areas, Scandinavia and the Baltic, the climate was generally too harsh for the cultivation of grapes and olives. In the south, wine was the common drink for both rich and poor alike (though the commoner usually had to settle for cheap second-pressing wine) while beer was the commoner's drink in the north and wine an expensive import. Citrus fruits (though not the kinds most common today) and pomegranates were common around the Mediterranean. Dried figs and dates were available in the north, but were used rather sparingly in cooking. Olive oil was a ubiquitous ingredient in Mediterranean cultures, but remained an expensive import in the north where oils of poppy, walnut, hazel, and filbert were the most affordable alternatives. Butter and lard, especially after the terrible mortality during the Black Death made them less scarce, were used in considerable quantities in the northern and northwestern regions, especially in the Low Countries. Almost universal in middle and upper class cooking all over Europe was the almond, which was in the ubiquitous and highly versatile almond milk, which was used as a substitute in dishes that otherwise required eggs or milk, though the bitter variety of almonds came along much later. ## Meals In Europe there were typically two meals a day: dinner at mid-day and a lighter supper in the evening. The two-meal system remained consistent throughout the late Middle Ages. Smaller intermediate meals were common, but became a matter of social status, as those who did not have to perform manual labor could go without them. Moralists frowned on breaking the overnight fast too early, and members of the church and cultivated gentry avoided it. For practical reasons, breakfast was still eaten by working men, and was tolerated for young children, women, the elderly and the sick. Because the church preached against gluttony and other weaknesses of the flesh, men tended to be ashamed of the weak practicality of breakfast. Lavish dinner banquets and late-night reresopers (from Occitan rèire-sopar, "late supper") with considerable alcoholic beverage consumption were considered immoral. The latter were especially associated with gambling, crude language, drunkenness, and lewd behavior. Minor meals and snacks were common (although also disliked by the church), and working men commonly received an allowance from their employers in order to buy nuncheons, small morsels to be eaten during breaks. ### Etiquette As with almost every part of life at the time, a medieval meal was generally a communal affair. The entire household, including servants, would ideally dine together. To sneak off to enjoy private company was considered a haughty and inefficient egotism in a world where people depended very much on each other. In the 13th century, English bishop Robert Grosseteste advised the Countess of Lincoln: "forbid dinners and suppers out of hall, in secret and in private rooms, for from this arises waste and no honour to the lord and lady." He also recommended watching that the servants not make off with leftovers to make merry at rere-suppers, rather than giving it as alms. Towards the end of the Middle Ages, the wealthy increasingly sought to escape this regime of stern collectivism. When possible, rich hosts retired with their consorts to private chambers where the meal could be enjoyed in greater exclusivity and privacy. Being invited to a lord's chambers was a great privilege and could be used as a way to reward friends and allies and to awe subordinates. It allowed lords to distance themselves further from the household and to enjoy more luxurious treats while serving inferior food to the rest of the household that still dined in the great hall. At major occasions and banquets, however, the host and hostess generally dined in the great hall with the other diners. Although there are descriptions of dining etiquette on special occasions, less is known about the details of day-to-day meals of the elite or about the table manners of the common people and the destitute. However, it can be assumed there were no such extravagant luxuries as multiple courses, luxurious spices or hand-washing in scented water in everyday meals. Things were different for the wealthy. Before the meal and between courses, shallow basins and linen towels were offered to guests so they could wash their hands, as cleanliness was emphasized. Social codes made it difficult for women to uphold the ideal of immaculate neatness and delicacy while enjoying a meal, so the wife of the host often dined in private with her entourage or ate very little at such feasts. She could then join dinner only after the potentially messy business of eating was done. Overall, fine dining was a predominantly male affair, and it was uncommon for anyone but the most honored of guests to bring his wife or her ladies-in-waiting. The hierarchical nature of society was reinforced by etiquette where the lower ranked were expected to help the higher, the younger to assist the elder, and men to spare women the risk of sullying dress and reputation by having to handle food in an unwomanly fashion. Shared drinking cups were common even at lavish banquets for all but those who sat at the high table, as was the standard etiquette of breaking bread and carving meat for one's fellow diners. Food was mostly served on plates or in stew pots, and diners would take their share from the dishes and place it on trenchers of stale bread, wood or pewter with the help of spoons or bare hands. In lower-class households it was common to eat food straight off the table. Knives were used at the table, but most people were expected to bring their own, and only highly favored guests would be given a personal knife. A knife was usually shared with at least one other dinner guest, unless one was of very high rank or well acquainted with the host. Forks for eating were not in widespread usage in Europe until the early modern period, and early on were limited to Italy. Even there it was not until the 14th century that the fork became common among Italians of all social classes. The change in attitudes can be illustrated by the reactions to the table manners of the Byzantine princess Theodora Doukaina in the late 11th century. She was the wife of Domenico Selvo, the Doge of Venice, and caused considerable dismay among upstanding Venetians. The princess' insistence on having her food cut up by her eunuch servants and then eating the pieces with a golden fork shocked and upset the diners so much that there was a claim that Peter Damian, Cardinal Bishop of Ostia, later interpreted her refined foreign manners as pride and referred to her as "...the Venetian Doge's wife, whose body, after her excessive delicacy, entirely rotted away." ## Food preparation All types of cooking involved the direct use of fire. Kitchen stoves did not appear until the 18th century, and cooks had to know how to cook directly over an open fire. Ovens were used, but they were expensive to construct and existed only in fairly large households and bakeries. It was common for a community to have shared ownership of an oven to ensure that the bread baking essential to everyone was made communal rather than private. There were also portable ovens designed to be filled with food and then buried in hot coals, and even larger ones on wheels that were used to sell pies in the streets of medieval towns. But for most people, almost all cooking was done in simple stewpots, since this was the most efficient use of firewood and did not waste precious cooking juices, making potages and stews the most common dishes. Overall, most evidence suggests that medieval dishes had a fairly high fat content, or at least when fat could be afforded. This was considered less of a problem in a time of back-breaking toil, famine, and a greater acceptance—even desirability—of plumpness; only the poor or sick, and devout ascetics, were thin. Fruit was readily combined with meat, fish and eggs. The recipe for Tart de brymlent, a fish pie from the recipe collection The Forme of Cury, includes a mix of figs, raisins, apples, and pears with fish (salmon, cod, or haddock) and pitted damson plums under the top crust. It was considered important to make sure that the dish agreed with contemporary standards of medicine and dietetics. This meant that food had to be "tempered" according to its nature by an appropriate combination of preparation and mixing certain ingredients, condiments and spices; fish was seen as being cold and moist, and best cooked in a way that heated and dried it, such as frying or oven baking, and seasoned with hot and dry spices; beef was dry and hot and should therefore be boiled; pork was hot and moist and should therefore always be roasted. In some recipe collections, alternative ingredients were assigned with more consideration to the humoral nature than what a modern cook would consider to be similarity in taste. In a recipe for quince pie, cabbage is said to work equally well, and in another turnips could be replaced by pears. The completely edible shortcrust pie did not appear in recipes until the 15th century. Before that the pastry was primarily used as a cooking container in a technique known as huff paste. Extant recipe collections show that gastronomy in the Late Middle Ages developed significantly. New techniques, like the shortcrust pie and the clarification of jelly with egg whites began to appear in recipes in the late 14th century and recipes began to include detailed instructions instead of being mere memory aids to an already skilled cook. ### Medieval kitchens In most households, cooking was done on an open hearth in the middle of the main living area, to make efficient use of the heat. This was the most common arrangement, even in wealthy households, for most of the Middle Ages, where the kitchen was combined with the dining hall. Towards the Late Middle Ages a separate kitchen area began to evolve. The first step was to move the fireplaces towards the walls of the main hall, and later to build a separate building or wing that contained a dedicated kitchen area, often separated from the main building by a covered arcade. This way, the smoke, odors and bustle of the kitchen could be kept out of sight of guests, and the fire risk lessened. Few medieval kitchens survive as they were "notoriously ephemeral structures". Many basic variations of cooking utensils available today, such as frying pans, pots, kettles, and waffle irons, already existed, although they were often too expensive for poorer households. Other tools more specific to cooking over an open fire were spits of various sizes, and material for skewering anything from delicate quails to whole oxen. There were also cranes with adjustable hooks so that pots and cauldrons could easily be swung away from the fire to keep them from burning or boiling over. Utensils were often held directly over the fire or placed into embers on tripods. To assist the cook there were also assorted knives, stirring spoons, ladles and graters. In wealthy households one of the most common tools was the mortar and sieve cloth, since many medieval recipes called for food to be finely chopped, mashed, strained and seasoned either before or after cooking. This was based on a belief among physicians that the finer the consistency of food, the more effectively the body would absorb the nourishment. It also gave skilled cooks the opportunity to elaborately shape the results. Fine-textured food was also associated with wealth; for example, finely milled flour was expensive, while the bread of commoners was typically brown and coarse. A typical procedure was farcing (from the Latin farcio 'to cram'), to skin and dress an animal, grind up the meat and mix it with spices and other ingredients and then return it into its own skin, or mold it into the shape of a completely different animal. The kitchen staff of huge noble or royal courts occasionally numbered in the hundreds: pantlers, bakers, waferers, sauciers, larderers, butchers, carvers, page boys, milkmaids, butlers, and numerous scullions. While an average peasant household often made do with firewood collected from the surrounding woodlands, the major kitchens of households had to cope with the logistics of daily providing at least two meals for several hundred people. Guidelines on how to prepare for a two-day banquet can be found in the cookbook Du fait de cuisine ('On cookery') written in 1420 in part to compete with the court of Burgundy by Maistre Chiquart, master chef of Amadeus VIII, Duke of Savoy. Chiquart recommends that the chief cook should have at hand at least 1,000 cartloads of "good, dry firewood" and a large barnful of coal. ### Preservation Food preservation methods were basically the same as had been used since antiquity, and did not change much until the invention of canning in the early 19th century. The most common and simplest method was to expose foodstuffs to heat or wind to remove moisture, thereby prolonging the durability if not the flavor of almost any type of food from cereals to meats; the drying of food worked by drastically reducing the activity of various water-dependent microorganisms that cause decay. In warm climates this was mostly achieved by leaving food out in the sun, and in the cooler northern climates by exposure to strong winds (especially common for the preparation of stockfish), or in warm ovens, cellars, attics, and at times even in living quarters. Subjecting food to a number of chemical processes such as smoking, salting, brining, conserving, or fermenting also made it keep longer. Most of these methods had the advantage of shorter preparation times and of introducing new flavors. Smoking or salting meat of livestock butchered in autumn was a common household strategy to avoid having to feed more animals than necessary during the lean winter months. Butter tended to be heavily salted (5–10%) in order not to spoil. Vegetables, eggs, or fish were also often pickled in tightly packed jars, containing brine and acidic liquids (lemon juice, verjuice, or vinegar). Another method was to seal the food by cooking it in honey, sugar, or fat, in which it was then stored. Microbial modification was also encouraged, however, by a number of methods; grains and fruits were turned into alcoholic drinks thus killing any pathogens, and milk was fermented and curdled into a multitude of cheeses or buttermilk. ### Professional cooking The majority of the European population before industrialization lived in rural communities or isolated farms and households. The norm was self-sufficiency with only a small percentage of production being exported or sold in markets. Large towns were exceptions and required their surrounding hinterlands to support them with food and fuel. The dense urban population could support a wide variety of food establishments that catered to various social groups. Many of the poor city dwellers had to live in cramped conditions without access to a kitchen or even a hearth, and many did not own the equipment for basic cooking. Food from vendors was in such cases the only option. Cookshops could either sell ready-made hot food, an early form of fast food, or offer cooking services while the customers supplied some or all of the ingredients. Travellers, such as pilgrims en route to a holy site, made use of professional cooks to avoid having to carry their provisions with them. For the more affluent, there were many types of specialist that could supply various foods and condiments: cheesemongers, pie bakers, saucers, and waferers, for example. Well-off citizens who had the means to cook at home could on special occasions hire professionals when their own kitchen or staff could not handle the burden of hosting a major banquet. Urban cookshops that catered to workers or the destitute were regarded as unsavory and disreputable places by the well-to-do and professional cooks tended to have a bad reputation. Geoffrey Chaucer's Hodge of Ware, the London cook from the Canterbury Tales, is described as a sleazy purveyor of unpalatable food. French cardinal Jacques de Vitry's sermons from the early 13th century describe sellers of cooked meat as an outright health hazard. While the necessity of the cook's services was occasionally recognized and appreciated, they were often disparaged since they catered to the baser of bodily human needs rather than spiritual betterment. The stereotypical cook in art and literature was male, hot-tempered, prone to drunkenness, and often depicted guarding his stewpot from being pilfered by both humans and animals. In the early 15th century, the English monk John Lydgate articulated the beliefs of many of his contemporaries by proclaiming that "Hoot ffir [fire] and smoke makith many an angry cook." ## Cereals The period between c. 500 and 1300 saw a major change in diet that affected most of Europe. More intense agriculture on ever-increasing acreage resulted in a shift from animal products, like meat and dairy, to various grains and vegetables as the staple of the majority population. Before the 14th century, bread was not as common among the lower classes, especially in the north where wheat was more difficult to grow. A bread-based diet became gradually more common during the 15th century and replaced warm intermediate meals that were porridge- or gruel-based. Leavened bread was more common in wheat-growing regions in the south, while unleavened flatbread of barley, rye, or oats remained more common in northern and highland regions, and unleavened flatbread was also common as provisions for troops. The most common grains were rye, barley, buckwheat, millet, and oats. Rice remained a fairly expensive import for most of the Middle Ages and was grown in northern Italy only towards the end of the period. Wheat was common all over Europe and was considered to be the most nutritious of all grains, but was more prestigious and thus more expensive. The finely sifted white flour that modern Europeans are most familiar with was reserved for the bread of the upper classes. As one descended the social ladder, bread became coarser, darker, and its bran content increased. In times of grain shortages or outright famine, grains could be supplemented with cheaper and less desirable substitutes like chestnuts, dried legumes, acorns, ferns, and a wide variety of more or less nutritious vegetable matter. One of the common constituents of a medieval meal, either as part of a banquet or as a small snack, were sops, pieces of bread with which a liquid like wine, soup, broth, or sauce could be soaked up and eaten. Another common sight at the medieval dinner table was the frumenty, a thick wheat porridge often boiled in a meat broth and seasoned with spices. Porridges were also made of every type of grain and could be served as desserts or dishes for the sick, if boiled in milk (or almond milk) and sweetened with sugar. Pies filled with meats, eggs, vegetables, or fruit were common throughout Europe, as were turnovers, fritters, doughnuts, and many similar pastries. Grain, either as bread crumbs or flour, was also the most common thickener of soups and stews, alone or in combination with almond milk. By the Late Middle Ages biscuits (cookies in the U.S.) and especially wafers, eaten for dessert, had become high-prestige foods and came in many varieties. The importance of bread as a daily staple meant that bakers played a crucial role in any medieval community. Bread consumption was high in most of Western Europe by the 14th century. Estimates of bread consumption from different regions are fairly similar: around 1 to 1.5 kilograms (2.2 to 3.3 lb) of bread per person per day. Among the first town guilds to be organized were the bakers, and laws and regulations were passed to keep bread prices stable. The English Assize of Bread and Ale of 1266 listed extensive tables where the size, weight, and price of a loaf of bread were regulated in relation to grain prices. The baker's profit margin stipulated in the tables was later increased through successful lobbying from the London Baker's Company by adding the cost of everything from firewood and salt to the baker's wife, house, and dog. Since bread was such a central part of the medieval diet, swindling by those who were trusted with supplying the precious commodity to the community was considered a serious offense. Bakers who were caught tampering with weights or adulterating dough with less expensive ingredients could receive severe penalties. This gave rise to the "baker's dozen": a baker would give 13 for the price of 12, to be certain of not being known as a cheat. ## Fruits and vegetables Fruits were popular and could be served fresh, dried, or preserved, and was a common ingredient in many cooked dishes. Since honey and sugar were both expensive, it was common to include many types of fruit in dishes that called for sweeteners of some sort. The fruits of choice in the south were lemons, citrons, bitter oranges (the sweet type was not introduced until several hundred years later), pomegranates, quinces, and grapes. Farther north, apples, pears, plums, and wild strawberries were more common. Figs and dates were eaten all over Europe, but remained rather expensive imports in the north. While grains were the primary constituent of most meals, vegetables such as cabbages, chard, onions, garlic, and carrots were common foodstuffs. Many of these were eaten daily by peasants and workers and were less prestigious than meat. Cookbooks, which appeared in the late Middle Ages and were intended mostly for those who could afford such luxuries, contained only a small number of recipes using vegetables as the main ingredient. The lack of recipes for many basic vegetable dishes, such as potages, has been interpreted not to mean that they were absent from the meals of the nobility, but rather that they were considered so basic that they did not require recording. Carrots were available in many variants during the Middle Ages: among them a tastier reddish-purple variety and a less prestigious green-yellow type. Various legumes, like chickpeas, fava beans, and field peas were also common and important sources of protein, especially among the lower classes. With the exception of peas, legumes were often viewed with some suspicion by the dietitians advising the upper class, partly because of their tendency to cause flatulence but also because they were associated with the coarse food of peasants. The importance of vegetables to the common people is illustrated by accounts from 16th century Germany stating that many peasants ate sauerkraut from three to four times a day. Common and often basic ingredients in many modern European cuisines like potatoes, kidney beans, cacao, vanilla, tomatoes, chili peppers, and maize were not available to Europeans until after 1492, after European contact with the Americas, and even then it often took considerable time, sometimes several centuries, for the new foodstuffs to be accepted by society at large. ## Dairy products Milk was an important source of animal protein for those who could not afford meat. It would mostly come from cows, but milk from goats and sheep was also common. Plain fresh milk was not consumed by adults except the poor or sick, and was usually reserved for the very young or elderly. Poor adults would sometimes drink buttermilk or whey or milk that was soured or watered down. Fresh milk was overall less common than other dairy products because of the lack of technology to keep it from spoiling. On occasion it was used in upper-class kitchens in stews, but it was difficult to keep fresh in bulk and almond milk was generally used in its stead. Cheese was far more important as a foodstuff, especially for common people, and it has been suggested that it was, during many periods, the chief supplier of animal protein among the lower classes. Many varieties of cheese eaten today, like Dutch Edam, Northern French Brie and Italian Parmesan, were available and well known in late medieval times. There were also whey cheeses, like ricotta, made from by-products of the production of harder cheeses. Cheese was used in cooking for pies and soups, the latter being common fare in German-speaking areas. Butter, another important dairy product, was in popular use in the regions of Northern Europe that specialized in cattle production in the latter half of the Middle Ages, the Low Countries and Southern Scandinavia. While most other regions used oil or lard as cooking fats, butter was the dominant cooking medium in these areas. Its production also allowed for a lucrative butter export from the 12th century onward. ## Meats While all forms of wild game were popular among those who could obtain it, most meat came from domestic animals. Domestic working animals that were no longer able to work were slaughtered but not particularly appetizing and therefore were less valued as meat. Beef was not as common as today because raising cattle was labor-intensive, requiring pastures and feed, and oxen and cows were much more valuable as draught animals and for producing milk. Lamb and mutton were fairly common, especially in areas with a sizeable wool industry, as was veal. Far more common was pork, as domestic pigs required less attention and cheaper feed. Domestic pigs often ran freely even in towns and could be fed on just about any organic waste, and suckling pig was a sought-after delicacy. Just about every part of the pig was eaten, including ears, snout, tail, tongue, and womb. Intestines, bladder, and stomach could be used as casings for sausage or even illusion food such as giant eggs. Among the meats that today are rare or even considered inappropriate for human consumption are the hedgehog and porcupine, occasionally mentioned in late medieval recipe collections. Rabbits remained a rare and highly prized commodity. In England, they were deliberately introduced by the 13th century and their colonies were carefully protected. Further south, domesticated rabbits were commonly raised and bred both for their meat and fur. It is frequently and falsely claimed that they were of particular value for monasteries because newborn rabbits were allegedly declared fish (or at least not meat) by church officials, allowing them to be eaten during Lent. A wide range of birds were eaten, including pheasants, swans, peafowl, quail, partridge, storks, cranes, pigeons, larks, finches, and other songbirds that could be trapped in nets, and just about any other wild bird that could be hunted. Swans and peafowl were domesticated to some extent, but were only eaten by the social elite, and more praised for their fine appearance as stunning entertainment dishes, entremets, than for their meat. As today, ducks and geese had been domesticated but were not as popular as the chicken, the poultry equivalent of the pig. Curiously enough the barnacle goose was believed to reproduce not by laying eggs like other birds, but by growing in barnacles, and was hence considered acceptable food for fast and Lent. But at the Fourth Council of the Lateran (1215), Pope Innocent III explicitly prohibited the eating of barnacle geese during Lent, arguing that they lived and fed like ducks and so were of the same nature as other birds. Meats were more expensive than plant foods. Meat could be up to four times as expensive as bread. Fish was up to 16 times as costly, and was expensive even for coastal populations. This meant that fasts could mean an especially meager diet for those who could not afford alternatives to meat and animal products like milk and eggs. It was only after the Black Death had eradicated up to half of the European population that meat became more common even for poorer people. The drastic reduction in many populated areas resulted in a labor shortage, meaning that wages dramatically increased. It also left vast areas of farmland untended, making it available for pasture and putting more meat on the market. ### Fish and seafood Although less prestigious than other animal meats, and often seen as merely an alternative to meat on fast days, seafood was the mainstay of many coastal populations. "Fish" to the medieval person was also a general name for anything not considered a proper land-living animal, including marine mammals such as whales and porpoises. Also included were the beaver, due to its scaly tail and considerable time spent in water, and barnacle geese, due to the belief that they developed underwater in the form of barnacles. Such foods were also considered appropriate for fast days, though rather contrived classification of barnacle geese as fish was not universally accepted. The Holy Roman Emperor Frederick II examined barnacles and noted no evidence of any bird-like embryo in them, and the secretary of Leo of Rozmital wrote a very skeptical account of his reaction to being served barnacle goose at a fish-day dinner in 1456. Especially important was the fishing and trade in herring and cod in the Atlantic and the Baltic Sea. The herring was of unprecedented significance to the economy of much of Northern Europe, and it was one of the most common commodities traded by the Hanseatic League, a powerful north German alliance of trading guilds. Kippers made from herring caught in the North Sea could be found in markets as far away as Constantinople. While large quantities of fish were eaten fresh, a large proportion was salted, dried, and, to a lesser extent, smoked. Stockfish, cod that was split down the middle, fixed to a pole and dried, was very common, though preparation could be time-consuming, and meant beating the dried fish with a mallet before soaking it in water. A wide range of mollusks including oysters, mussels, and scallops were eaten by coastal and river-dwelling populations, and freshwater crayfish were seen as a desirable alternative to meat during fish days. Compared to meat, fish was much more expensive for inland populations, especially in Central Europe, and therefore not an option for most. Freshwater fish such as eel, pike, carp, bream, perch, lamprey, salmon, and trout were common. ## Drink While in modern times, water is often drunk with a meal, in the Middle Ages, however, concerns over purity, medical recommendations and its low prestige value made it less favored, and alcoholic beverages were preferred. They were seen as more nutritious and beneficial to digestion than water, with the invaluable bonus of being less prone to putrefaction due to the alcohol content. Wine was consumed on a daily basis in most of France and all over the Western Mediterranean wherever grapes were cultivated. Further north it remained the preferred drink of the bourgeoisie and the nobility who could afford it, and far less common among peasants and workers. The drink of commoners in the northern parts of the continent was primarily beer or ale. Juices, as well as wines, of a multitude of fruits and berries had been known at least since Roman antiquity and were still consumed in the Middle Ages: pomegranate, mulberry and blackberry wines, perry, and cider which was especially popular in the north where both apples and pears were plentiful. Medieval drinks that have survived to this day include prunellé from wild plums (modern-day slivovitz), mulberry gin and blackberry wine. Many variants of mead have been found in medieval recipes, with or without alcoholic content. However, the honey-based drink became less common as a table beverage towards the end of the period and was eventually relegated to medicinal use. Mead has often been presented as the common drink of the Slavs. This is partially true since mead bore great symbolic value at important occasions. When agreeing on treaties and other important affairs of state, mead was often presented as a ceremonial gift. It was also common at weddings and baptismal parties, though in limited quantity due to its high price. In medieval Poland, mead had a status equivalent to that of imported luxuries, such as spices and wines. Kumis, the fermented milk of mares or camels, was known in Europe, but as with mead was mostly something prescribed by physicians. Plain milk was not consumed by adults except the poor or sick, being reserved for the very young or elderly, and then usually as buttermilk or whey. Fresh milk was overall less common than other dairy products because of the lack of technology to keep it from spoiling. Tea and coffee, both made from plants found in the Old World, were popular in East Asia and the Muslim world during the Middle Ages. However, neither of these non-alcoholic social drinks were consumed in Europe before the late 16th and early 17th centuries. ### Wine Wine was commonly drunk and was also regarded as the most prestigious and healthy choice. According to Galen's dietetics it was considered hot and dry, but these qualities were moderated when wine was watered down. Unlike water or beer, which were considered cold and moist, consumption of wine in moderation (especially red wine) was, among other things, believed to aid digestion, generate good blood and brighten the mood. The quality of wine differed considerably according to vintage, the type of grape and more importantly, the number of grape pressings. The first pressing was made into the finest and most expensive wines which were reserved for the upper classes. The second and third pressings were subsequently of lower quality and alcohol content. Common folk usually had to settle for a cheap white or rosé from a second or even third pressing, meaning that it could be consumed in quite generous amounts without leading to heavy intoxication. For the poorest (or the most pious), watered-down vinegar (similar to Ancient Roman posca) would often be the only available choice. The aging of high-quality red wine required specialized knowledge as well as expensive storage and equipment, and resulted in an even more expensive end product. Judging from the advice given in many medieval documents on how to salvage wine that bore signs of going bad, preservation must have been a widespread problem. Even if vinegar was a common ingredient, there was only so much of it that could be used. The 14th-century cookbook Le Viandier, describes several methods for salvaging spoiling wine; making sure that the wine barrels are always topped up or adding a mixture of dried and boiled white grape seeds with the ash of dried and burnt lees of white wine were both effective bactericides, even if the chemical processes were not understood at the time. Spiced or mulled wine was not only popular among the affluent, but was also considered especially healthy by physicians. Wine was believed to act as a kind of vaporizer and conduit of other foodstuffs to every part of the body, and the addition of fragrant and exotic spices would make it even more wholesome. Spiced wines were usually made by mixing an ordinary (red) wine with an assortment of spices such as ginger, cardamom, pepper, grains of paradise, nutmeg, cloves and sugar. These would be contained in small bags which were either steeped in wine or had liquid poured over them to produce hypocras and claré. By the 14th century, bagged spice mixes could be bought ready-made from spice merchants. ### Beer While wine was the most common table beverage in much of Europe, this was not the case in the northern regions where grapes were not cultivated. Those who could afford it drank imported wine, but even for nobility in these areas it was common to drink beer or ale, particularly towards the end of the Middle Ages. In England, the Low Countries, northern Germany, Poland and Scandinavia, beer was consumed on a daily basis by people of all social classes and age groups. By the mid-15th century, barley, a cereal known to be somewhat poorly suited for breadmaking but excellent for brewing, accounted for 27% of all cereal acreage in England. However, the heavy influence from Arab and Mediterranean culture on medical science (particularly due to the Reconquista and the influx of Arabic texts) meant that beer was often disfavoured. For most medieval Europeans, it was a humble brew compared with common southern drinks and cooking ingredients, such as wine, lemons and olive oil. Even comparatively exotic products like camel milk and gazelle meat generally received more positive attention in medical texts. Beer was just an acceptable alternative and was assigned various negative qualities. In 1256, the Sienese physician Aldobrandino described beer in the following way: > But from whichever it is made, whether from oats, barley or wheat, it harms the head and the stomach, it causes bad breath and ruins the teeth, it fills the stomach with bad fumes, and as a result anyone who drinks it along with wine becomes drunk quickly; but it does have the property of facilitating urination and makes one's flesh white and smooth. The intoxicating effect of beer was believed to last longer than that of wine, but it was also admitted that it did not create the "false thirst" associated with wine. Though less prominent than in the north, beer was consumed in northern France and the Italian mainland. Perhaps as a consequence of the Norman Conquest and the travelling of nobles between France and England, one French variant described in the 14th century cookbook Le Menagier de Paris was called godale (most likely a direct borrowing from the English 'good ale') and was made from barley and spelt, but without hops. In England there were also the variants poset ale, made from hot milk and cold ale, and brakot or braggot, a spiced honey ale prepared much like hypocras. That hops could be used for flavoring beer had been known at least since Carolingian times, but was adopted gradually due to difficulties in establishing the appropriate proportions. Before the widespread use of hops, gruit, a mix of various herbs, had been used. Gruit had the same preserving properties as hops, though less reliable depending on what herbs were in it, and the end result was much more variable. Another flavoring method was to increase the alcohol content, but this was more expensive and lent the beer the undesired characteristic of being a quick and heavy intoxicant. Hops may have been widely used in England in the tenth century; they were grown in Austria by 1208 and in Finland by 1249, and possibly much earlier. Before hops became popular as an ingredient, it was difficult to preserve this beverage for any time, so it was mostly consumed fresh. It was unfiltered, and therefore cloudy, and likely had a lower alcohol content than the typical modern equivalent. Quantities of beer consumed by medieval residents of Europe, as recorded in contemporary literature, far exceed intakes in the modern world. For example, sailors in 16th-century England and Denmark received a ration of 1 imperial gallon (4.5 L; 1.2 US gal) of beer per day. Polish peasants consumed up to 3 litres (0.66 imp gal; 0.79 US gal) of beer per day. In the Early Middle Ages, beer was brewed primarily in monasteries, and on a smaller scale, in individual households. By the High Middle Ages, breweries in the fledgling medieval towns of northern Germany began to take over production. Though most of the breweries were small family businesses that employed at most eight to ten people, regular production allowed for investment in better equipment and increased experimentation with new recipes and brewing techniques. These operations later spread to the Netherlands in the 14th century, then to Flanders and Brabant, and reached England by the 15th century. Hopped beer became very popular in the last decades of the Late Middle Ages. In England and the Low Countries, the per capita annual consumption was around 275 to 300 litres (60 to 66 imp gal; 73 to 79 US gal), and it was consumed with practically every meal: low alcohol-content beers for breakfast, and stronger ones later in the day. When perfected as an ingredient, hops could make beer keep for six months or more, and facilitated extensive exports. In Late Medieval England, the word beer came to mean a hopped beverage, whereas ale had to be unhopped. In turn, ale or beer was classified as "strong" or "small", the latter less intoxicating, regarded as a drink of temperate people, and suitable for consumption by children. As late as 1693, John Locke stated that the only drink he considered suitable for children of all ages was small beer, while criticizing the apparently common practice among Englishmen of the time to give their children wine and strong alcohol. By modern standards, the brewing process was relatively inefficient, but capable of producing quite strong alcohol when that was desired. A 1998 attempt to recreate medieval English "strong ale" using recipes and techniques of the era (albeit with the use of modern yeast strains) yielded a strongly alcoholic brew with original gravity of 1.091 (corresponding to a potential alcohol content over 9%) and "pleasant, apple-like taste". ### Distillates The ancient Greeks and Romans knew of the technique of distillation, but it was not practiced on a major scale in Europe until after the invention of alembics, which feature in manuscripts from the ninth century onwards. Distillation was believed by medieval scholars to produce the essence of the liquid being purified, and the term aqua vitae ('water of life') was used as a generic term for all kinds of distillates. The early use of various distillates, alcoholic or not, was varied, but it was primarily culinary or medicinal; grape syrup mixed with sugar and spices was prescribed for a variety of ailments, and rosewater was used as a perfume and cooking ingredient and for hand washing. Alcoholic distillates were also occasionally used to create dazzling, fire-breathing entremets (a type of entertainment dish after a course) by soaking a piece of cotton in spirits. It would then be placed in the mouth of the stuffed, cooked and occasionally redressed animals, and lit just before presenting the creation. Aqua vitae in its alcoholic forms was highly praised by medieval physicians. In 1309, Arnaldus of Villanova wrote that "[i]t prolongs good health, dissipates superfluous humours, reanimates the heart and maintains youth." In the Late Middle Ages, the production of moonshine started to pick up, especially in the German-speaking regions. By the 13th century, Hausbrand (literally 'home-burnt' from gebrannter wein, brandwein 'burnt [distilled] wine') was commonplace, marking the origin of brandy. Towards the end of the Late Middle Ages, the consumption of spirits became so ingrained even among the general population that restrictions on sales and production began to appear in the late 15th century. In 1496, the city of Nuremberg issued restrictions on the selling of aquavit on Sundays and official holidays. ## Herbs, spices, and condiments Spices were among the most luxurious products available in the Middle Ages, the most common being black pepper, cinnamon (and the cheaper alternative cassia), cumin, nutmeg, ginger, and cloves. They all had to be imported from plantations in Asia and Africa, which made them extremely expensive, and gave them social cachet such that pepper, for example, was hoarded, traded and conspicuously donated in the manner of gold bullion. It has been estimated that around 1,000 tons of pepper and 1,000 tons of the other common spices were imported into Western Europe each year during the late Middle Ages. The value of these goods was the equivalent of a yearly supply of grain for 1.5 million people. While pepper was the most common spice, the most exclusive (though not the most obscure in its origin) was saffron, used as much for its vivid yellow-red color as for its flavor, for according to the humours, yellow signified hot and dry, valued qualities; turmeric provided a yellow substitute, and touches of gilding at banquets supplied both the medieval love of ostentatious show and Galenic dietary lore: at the sumptuous banquet that Cardinal Riario offered the daughter of the King of Naples in June 1473, the bread was gilded. Among the spices that have now fallen into obscurity are grains of paradise, a relative of cardamom which almost entirely replaced pepper in late medieval north French cooking, long pepper, mace, spikenard, galangal, and cubeb. Sugar, unlike today, was considered to be a type of spice due to its high cost and humoral qualities. Few dishes employed just one type of spice or herb, but rather a combination of several different ones. Even when a dish was dominated by a single flavor it was usually combined with another to produce a compound taste, for example parsley and cloves or pepper and ginger. Common herbs such as sage, mustard, and parsley were grown and used in cooking all over Europe, as were caraway, mint, dill, and fennel. Many of these plants grew throughout all of Europe or were cultivated in gardens, and were a cheaper alternative to exotic spices. Mustard was particularly popular with meat dishes and was described by Hildegard of Bingen (1098–1179) as poor man's food. While locally grown herbs were less prestigious than spices, they were still used in upper-class food, but were then usually less prominent or included merely as coloring. Anise was used to flavor fish and chicken dishes, and its seeds were served as sugar-coated comfits. Surviving medieval recipes frequently call for flavoring with a number of sour, tart liquids. Wine, verjuice (the juice of unripe grapes or fruits) vinegar and the juices of various fruits, especially those with tart flavors, were almost universal and a hallmark of late medieval cooking. In combination with sweeteners and spices, it produced a distinctive "pungeant, fruity" flavor. Equally common, and used to complement the tanginess of these ingredients, were (sweet) almonds. They were used in a variety of ways: whole, shelled or unshelled, slivered, ground and, most importantly, processed into almond milk. This last type of non-dairy milk product is probably the single most common ingredient in late medieval cooking and blended the aroma of spices and sour liquids with a mild taste and creamy texture. Salt was ubiquitous and indispensable in medieval cooking. Salting and drying was the most common form of food preservation and meant that fish and meat in particular were often heavily salted. Many medieval recipes specifically warn against oversalting and there were recommendations for soaking certain products in water to get rid of excess salt. Salt was present during more elaborate or expensive meals. The richer the host, and the more prestigious the guest, the more elaborate would be the container in which it was served and the higher the quality and price of the salt. Wealthy guests were seated "above the salt", while others sat "below the salt", where salt cellars were made of pewter, precious metals or other fine materials, often intricately decorated. The rank of a diner also decided how finely ground and white the salt was. Salt for cooking, preservation or for use by common people was coarser; sea salt, or "bay salt", in particular, had more impurities, and was described in colors ranging from black to green. Expensive salt, on the other hand, looked like the standard commercial salt common today. ## Sweets and desserts The term "dessert" comes from the Old French desservir, 'to clear a table', literally 'to un-serve', and originated during the Middle Ages. It would typically consist of dragées and mulled wine accompanied by aged cheese, and by the Late Middle Ages could also include fresh fruit covered in honey, sugar, or syrup and boiled-down fruit pastes. Sugar, from its first appearance in Europe, was viewed as much as a drug as a sweetener; its long-lived medieval reputation as an exotic luxury encouraged its appearance in elite contexts accompanying meats and other dishes that to modern taste are more naturally savoury. There were a wide variety of fritters, crêpes with sugar, sweet custards and darioles, almond milk and eggs in a pastry shell that could also include fruit and sometimes even bone marrow or fish. German-speaking areas had a particular fondness for krapfen: fried pastries and dough with various sweet and savory fillings. Marzipan in many forms was well-known in Italy and southern France by the 1340s, and is assumed to be of Arab origin. Anglo-Norman cookbooks are full of recipes for sweet and savory custards, potages, sauces, and tarts with strawberries, cherries, apples, and plums. The English chefs also had a penchant for using flower petals such as roses, violets, and elder flowers. An early form of quiche can be found in Forme of Cury, a 14th-century recipe collection, as a Torte de Bry with a cheese and egg yolk filling. Le Ménagier de Paris ("Parisian Household Book"), written in 1393, includes a quiche recipe made with three kinds of cheese, eggs, beet greens, spinach, fennel fronds, and parsley. In northern France, a wide assortment of waffles and wafers was eaten with cheese and hypocras or a sweet malmsey as issue de table ('departure from the table'). The ever-present candied ginger, coriander, aniseed and other spices were referred to as épices de chambre ('parlor spices') and were taken as digestibles at the end of a meal to "close" the stomach. Like their Muslim counterparts in Spain, the Arab conquerors of Sicily introduced a wide variety of new sweets and desserts that eventually found their way to the rest of Europe. Just like Montpellier, Sicily was once famous for its comfits, nougat candy (torrone, or turrón in Spanish) and almond clusters (confetti). From the south, the Arabs also brought the art of ice cream-making that produced sorbet and several examples of sweet cakes and pastries; cassata alla Siciliana (from Arabic qas'ah, the term for the terracotta bowl with which it was shaped), made from marzipan, sponge cake with sweetened ricotta, and cannoli alla Siciliana, originally cappelli di turchi ('Turkish hats'), fried, chilled pastry tubes with a sweet cheese filling. ## Historiography and sources Research into medieval foodways was, until around 1980, a somewhat neglected field of study. Misconceptions and outright errors were quite common among historians, and are still present in as a part of the popular view of the Middle Ages as a backward, primitive and barbaric era. Medieval cookery was described as revolting due to the often unfamiliar combination of flavors, the perceived lack of vegetables and a liberal use of spices. The heavy use of spices has been popular as an argument to support the claim that spices were employed to disguise the flavor of spoiled meat, a conclusion without support in historical fact and contemporary sources. Fresh meat could be procured throughout the year by those who could afford it. The preservation techniques available at the time, although crude by today's standards, were perfectly adequate. The astronomical cost and high prestige of spices, and thereby the reputation of the host, would have been effectively undone if wasted on cheap and poorly handled foods. The common method of grinding and mashing ingredients into pastes and the many potages and sauces has been used as an argument that most adults within the medieval nobility lost their teeth at an early age, and hence were forced to eat nothing but porridge, soup and ground-up meat. But, naturally, this is a totally unfounded theory. The image of nobles gumming their way through multi-course meals of nothing but mush has lived side by side with the contradictory apparition of the "mob of uncouth louts (disguised as noble lords) who, when not actually hurling huge joints of greasy meat at one another across the banquet hall, are engaged in tearing at them with a perfectly healthy complement of incisors, canines, bicuspids and molars". The numerous descriptions of banquets from the later Middle Ages concentrated on the pageantry of the event rather than the minutiae of the food, which was not the same for most banqueters as those choice mets served at the high table. Banquet dishes were apart from mainstream of cuisine, and have been described as "the outcome of grand banquets serving political ambition rather than gastronomy; today as yesterday" by historian Maguelonne Toussant-Samat. ### Cookbooks Cookbooks, or more specifically, recipe collections, compiled in the Middle Ages are among the most important historical sources for medieval cuisine. The first cookbooks began to appear towards the end of the 13th century. The Liber de Coquina, perhaps originating near Naples, and the Tractatus de modo preparandi have found a modern editor in Marianne Mulon, and a cookbook from Assisi found at Châlons-sur-Marne has been edited by Maguelonne Toussaint-Samat. Though it is assumed that they describe real dishes, food scholars do not believe they were used as cookbooks might be today, as a step-by-step guide through the cooking procedure that could be kept at hand while preparing a dish. Few in a kitchen, at those times, would have been able to read, and working texts have a low survival rate. The recipes were often brief and did not give precise quantities. Cooking times and temperatures were seldom specified since accurate portable clocks were not available and since all cooking was done with fire. At best, cooking times could be specified as the time it took to say a certain number of prayers or how long it took to walk around a certain field. Professional cooks were taught their trade through apprenticeship and practical training, working their way up in the highly defined kitchen hierarchy. A medieval cook employed in a large household would most likely have been able to plan and produce a meal without the help of recipes or written instruction. Due to the generally good condition of surviving manuscripts it has been proposed by food historian Terence Scully that they were records of household practices intended for the wealthy and literate master of a household, such as Le Ménagier de Paris from the late 14th century. Over 70 collections of medieval recipes survive today, written in several major European languages. The repertory of housekeeping instructions laid down by manuscripts like the Ménagier de Paris also include many details of overseeing correct preparations in the kitchen. Towards the onset of the early modern period, in 1474, the Vatican librarian Bartolomeo Platina wrote De honesta voluptate et valetudine ("On honourable pleasure and health") and the physician Iodocus Willich edited Apicius in Zürich in 1563. High-status exotic spices and rarities like ginger, pepper, cloves, sesame, citron leaves and "onions of Escalon" all appear in an eighth-century list of spices that the Carolingian cook should have at hand. It was written by Vinidarius, whose excerpts of Apicius survive in an eighth-century uncial manuscript. Vinidarius' own dates may not be much earlier. ## See also - Guillaume Tirel - Early modern European cuisine - Medieval household - Guild feasts in medieval England - Pre-Columbian cuisine - Bush tucker
47,642,396
St Botolph's Church, Quarrington
1,154,489,010
Church in Quarrington, Lincolnshire, England
[ "Church of England church buildings in Lincolnshire", "Grade II* listed churches in Lincolnshire", "Sleaford" ]
St Botolph's Church is an Anglican church in Quarrington in Lincolnshire, England. The area has been settled since at least the Anglo-Saxon period, and a church existed at Quarrington by the time the Domesday Book was compiled in 1086, when it formed part of Ramsey Abbey's fee. It was granted to Haverholme Priory in 1165, and the Abbey claimed the right to present the rector in the 13th century. It was then taken ownership of by the Bishop of Lincoln during the English Reformation in the early 16th century, and then passed to Robert Carre and his descendants after Carre acquired a manor at Quarrington. With capacity for 124 people, the church serves the ecclesiastic parish of Quarrington with Old Sleaford. Recognised for its age and tracery, the church has been designated a grade II\* listed building. It has a tower and spire with a nave and north aisle ending at a chancel at the east end. The oldest parts of the building date to the 13th century, although substantial rebuilding took place over the following century. Renovations followed, and the local architect Charles Kirk the Younger carried out restoration work in 1862–63, when he added the chancel in his parents' memory. The high interior's three bays of arcading correspond to the three windows in the nave's south wall and the north aisle wall; those on the south wall are unusual for the hexagons and trefoils in the designs. ## Description ### Location, services and facilities St Botolph's Church is the parish church of the benefice of Quarrington with Old Sleaford, which encompasses most of the village of Quarrington in the English non-metropolitan county of Lincolnshire. The benefice is a rectory and falls within the deanery of Lafford and the archdeaconry and diocese of Lincoln; the priest-in-charge is the Reverend Mark Stephen Thomson, who took over from the Reverend Sandra Rhys Benham in 2016. Dedicated to St Botolph, the church is on Town Road. The rectory was constructed in about 2000 and has a study area used as the parish office. In addition to 20 spaces in the choir stalls, the nave and aisle pews can comfortably seat 124 adults and "149 at a pinch"; as of 2009, the average congregation size for the main Sunday service was 50, about half of whom were retired and 1 to 3 were under 16. In 2004, a log cabin-style building was constructed by Pinelog Ltd using funds from the Parochial Church Council. It serves as a robing space for choristers and can be used as a meeting room for up to 30 people. Equipped with accessible toilet facilities, the building also serves as a Sunday school. ### Architecture and fittings St Botolph's Church has a west tower adjoining a nave with a north aisle; at the end of the nave is a chancel with a chapel on the north side. Owing to its age, the "excellent" tracery and a "very good" 14th-century door, the church has been listed at grade II\* on the Statutory List of Buildings of Special Architectural or Historic Interest in the United Kingdom since 1949, recognising it as "particularly important ... of more than special interest". Incorporating a window and two light openings for the bell, the tower and its spire have been dated to the mid-14th century, although its pinnacles were replaced in 1887. The antiquarian Edward Trollope did not like the spire's design, saying that it "looks as if it had slipped down". Built in a Decorated Gothic style, the tower joins to the nave with a triple-chamfered arch. The nave has been heavily restored and contains elements from a range of periods. The architectural historian Sir Nikolaus Pevsner refers to the south wall as "puzzling" because of the tracery—it is unclear what is "Victorian fancy" and what is "correct restoration". The wall itself is 14th-century (Pevsner suggests about 1300) and incorporates a priest's doorway with mouldings, capitals and a bust of a man; the windows to its east have been restored, but follow a 14th-century reticulated style, although unusually they feature hexagons with pointed trefoils: "the oddest patterns", as Pevsner puts it. The north aisle is from the 13th century, although a 12th-century doorway sits between its late-14th-century windows. At the eastern end of the nave is the chancel, which has a polygonal (quinquangular) apse and was constructed between 1862 and 1863 by Charles Kirk the Younger in memory of his parents, the elder Charles Kirk and his wife Elizabeth. Its windows were made by Ward and Hughes. Both Pevsner and Historic England regard the interior as high, relative to the Church's small size. The nave has arcading across three bays with chamfered arches and capitals; the arcades on the north side are Early English and, dating to the 13th century, are the earliest visible parts of the church. Historic England suggest that this nave was likely added to an earlier, now-lost nave. The westernmost arch is wider and shorter than the rest, giving what Trollope called "a very awkward appearance". The chancel arch follows a 13th-century style, although it was built with the 1862–63 work. Inside the chancel, shafts with floral capitals adorn the walls, while the tiled flooring and painted roof give it a "rich" appearance. The nave includes 19th- and 20th-century windows by H. Hughes (1877) and Burlison and Grylls, while another (dated 1917) commemorates the Barrett family. Morris and Co. worked on a window in the north aisle in 1935. The church's fixtures include a 19th-century pulpit and choir stalls, and a chancel screen in a Decorated style; a font from the 14th century has foliage designs on the bowl, but lacks a base. The earliest record of an organ at St Botolph's is from 1867, when one was opened for the chancel by Bevington; it has since been moved to Pointon. In 1915, the church paid for an organ bought from N. E. Snow to be fixed by Cousans at the cost of £130. The present organ, however, was built in 1929 by J. J. Binns and has two manuals and a pedalboard. Some of the memorials in St Botolph's date to the 18th and 19th centuries, although a plaque commemorating one Thomas Appleby dates to 1683, and several other 17th-century tablets were noted by Gervase Holles. A tablet to Romaine Hervey (d. 1837) by J. J. Saunders is inside the church; elsewhere in the grounds are tombstones belonging to the Sharpe and Kirk families and markers to the Shannons, including the artist Charles Haslewood Shannon (d. 1937), whose father, Rev. Frederick William Shannon, was rector of Quarrington and Old Sleaford from 1861 to 1910. The churchyard contains the Commonwealth war graves of four British Army soldiers of the First World War and four Royal Air Force airmen of the Second World War. ## History ### Background, origins and advowson Ramsey Abbey possessed a manor at Quarrington from about 1051 which, by the time Domesday was compiled, included two churches. The antiquarian James Creasey suggested that the missing church was All Saints' in Old Sleaford, where the Abbey held a manor as sokeland of Quarrington, while Trollope thought it had been lost, buried "probably in a farm yard now occupied by Mrs. Cubley". In 1909, two amateur local historians, H. Greenval and F. Cenlices, reckoned that both churches were lost and had stood on land marked by stone crosses near Tellgate on the Sleaford–Folkingham road and on Stump Cross Hill. But in 1979, the local historians Christine Mahany and David Roffe reassessed the Domesday evidence and, after analysing the manorial structure, documentary evidence and the history of the advowson of All Saints', concluded that it was the second church in the Abbey's manor of Quarrington, and that the other church was St Botolph's or a predecessor. Henry Selvein, a knight, held Quarrington of the Abbey and in about 1165 granted it to Haverholme Priory, who presented Alexander de Brauncewell as rector in 1218. The priory are known to have presented rectors in 1248 and 1269 as well. The Bishop of Lincoln, who had held a manor at Quarrington since Domesday, claimed the right to present its rector in the early 16th century. Bishop Holbeach alienated the manor to the Crown in 1547, and it was eventually purchased by the Sleaford merchant Robert Carre, but the Bishop still tried to present the rector; Carre protested, and the dispute was settled when Lord Chief Justice Coke ruled that Carre would present in future. ### Construction and later history A slender chancel arch existed until the mid-19th century and might have been pre-Conquest, but the earliest visible extant part of the church is the 13th-century north arcade, which may have been added to an earlier, now-lost, nave. The spire and tower date to the middle of the next century, roughly when the nave was rebuilt. Many of the windows are reticulated in a fashion popular during the early 14th century. Several medieval bequests are known: Olivia, wife of John Rossen of Quarrington, left 12 pence to the rector and church each in 1412; a donation of wool was made by another parishioner, Joan, wife of William Ward, around the same time. Later, 8 pence was left to the churchwardens by an unknown resident. In the latter half of the 16th century, the living of Old Sleaford became "extremely poor" and its church probably fell out of use. Some time afterwards, the rector of Quarrington obtained a presentation to Old Sleaford, but, discovering the lack of tithes, he left. Robert Carre convinced him to take in the parishioners of Old Sleaford at Quarrington in return for a yearly payment; as of 2015, the parishes are still combined. Amendments to the fabric of the church were made in the early modern period, beginning when the chancel was rebuilt on a smaller scale some time after the Reformation and inset with 12th- and 13th-century stonework, the whole thing described as "very miserable" by Edward Trollope. This was replaced in 1812 by a Georgian-style chancel, constructed under the guidance of the rector, Charles James Blomfield. The North Aisle was rebuilt in 1848 and a new pulpit, screen and pews were added the following year. The Victorian period witnessed extensive restoration work at Quarrington. Most of the nave's windows were altered, and the chancel and part of the vestry were rebuilt by Charles Kirk in 1862–63, who also widened the chancel arch. Parts of the tower and spire were remodelled 24 years later. The Census of Religious Worship (1851) reveals that the Church had room for 120 people, attendances of 20 and 40 in the morning and afternoon respectively and 20 Sunday scholars. As Sleaford expanded, houses were built along London and Station Roads, pushing the town inside the Quarrington parish boundaries in what became New Quarrington. To deal with the growing population, a second church was designed in the early 1900s on donated land in the parish, to be built closer to Sleaford. Disruption during the First World War, parish boundary changes in 1928, and rising costs delayed the plans. Instead a church hall was built in 1932 on Grantham Road and as of 2009 was being used as a community centre. An extension to the Church was added in 2001, providing a kitchen, accessible toilet and other facilities; built in matching stone, it incorporated a stained glass window from the north aisle.
3,102,614
Lion-class battleship
1,121,788,063
Class of fast battleships of the Royal Navy, never built
[ "Abandoned military projects of the United Kingdom", "Battleship classes", "Lion-class battleships", "Ship classes of the Royal Navy" ]
The Lion class was a class of six fast battleships designed for the Royal Navy (RN) in the late 1930s. They were a larger, improved version of the preceding King George V class, with 16-inch (406 mm) guns. Only two ships were laid down before the Second World War began in September 1939 and a third was ordered during the war, but their construction was suspended shortly afterwards. The design was modified in light of war experience in 1942, but the two ships already begun were scrapped later in the year. None of the other ships planned were laid down, although there was a proposal in 1941 to modify one of the suspended ships into a hybrid battleship-aircraft carrier with two 16-inch gun turrets and a flight deck. Preliminary work for a new design began in 1944 and continued for the next year or so until the RN realised that they were unaffordable in the post-war financial environment. ## Design and description The design of the Lion-class battleships was influenced by the terms of several arms control treaties of the 1920s and 1930s. The Washington Naval Treaty of 1922 had banned new battleship construction, with certain specified exceptions, for a decade. The London Naval Treaty of 1930 extended the ban for five more years, which meant that almost all the First World War-era ships would be eligible for replacement by the Washington Treaty's rules when the London Treaty expired. The British government intended for the 1935 Second London Naval Disarmament Conference to prevent a naval arms race that Britain could ill afford, but the Japanese refusal to sign the resulting Second London Naval Treaty of 1936 thwarted that hope. The three signatories, Britain, France and the United States had agreed to limit the size and gun calibre for the battleships that would be built by the signatories. They were restricted to 35,000 long tons (35,562 t) standard displacement and a main armament calibre of 14 inches (356 mm). This dictated the choice of the 14-inch gun for the main battery of the King George Vs (KGV). The treaty contained an "Escalator Clause" that would increase the maximum allowable calibre to 16 inches if the Japanese government failed to sign; this was triggered in April 1937. The Board of Admiralty then began preliminary design work on a 35,000-long-ton ship armed with 16-inch guns and it was promising enough that the Director of Naval Construction (DNC) was ordered to further investigate such designs. To save design time, many of the features of the KGVs were incorporated in the new design, but the limited size of the ship was a real challenge for the designers. Maintaining the same speed, protection, and secondary armament as the older ships while using 16-inch guns proved impossible while remaining within the treaty limits. In an effort to remain within treaty limits, the overall weight of armour was slightly reduced and two twin 5.25-inch (133 mm) gun turrets as well as aircraft and their facilities were eliminated. The treaty-imposed design problems became irrelevant on 31 March 1938, when the signatories of the Treaty invoked the tonnage escalation clause because the Japanese refused to provide any information about their battleship construction programme and the signatories feared that their new ships could be outclassed by the new Japanese battleships. Due to limitations of docking facilities and costs, the Admiralty hoped to have the new limit at 40,000 long tons (40,642 t); the limit was eventually settled at 45,000 long tons (45,722 t) because the Americans would accept only that figure or none at all. The Admiralty in any case decided to limit itself to 40,000 long tons and nine 16-inch guns on the grounds that larger vessels would be unable to dock at the major Royal Navy dockyards at Rosyth or Portsmouth. A new design was prepared with more armour, more powerful machinery, the two twin 5.25-inch gun turrets restored, and four aircraft added. The Admiralty approved this design on 15 December and bids were solicited very shortly afterwards. ### 1938 design The 1938 version of the Lion class had a waterline length of 780 feet (237.7 m), an overall length of 785 feet (239.3 m), a beam of 105 feet (32 m), and a maximum draught of 33 feet 6 inches (10.2 m). They would have displaced 40,550 long tons (41,201 t) at standard load and 46,400 long tons (47,145 t) at deep load. The appearance of the Lions closely resembled that of the KGVs, but included a transom stern to improve steaming efficiency at high speed. The crew complement was estimated to be about 1,680 officers and ratings. In the interests of saving time, the four-shaft unit machinery design from the KGVs was duplicated with alternating boiler and engine rooms. The Lion-class ships would have had four sets of geared Parsons steam turbine sets housed in separate engine rooms, each driving one propeller shaft. They were designed to produce a total of 130,000 shaft horsepower (97,000 kW) at overload condition and a speed of 30 knots (56 km/h; 35 mph). The turbines were intended to be powered by eight Admiralty three-drum boilers in four boiler rooms at a working pressure of 400 psi (2,758 kPa; 28 kgf/cm<sup>2</sup>) and temperature of 700 °F (371 °C). The turbines and boilers could be cross-connected in an emergency. The ships were designed to carry 3,720 long tons (3,780 t) of fuel oil. Their maximum estimated range was 14,000 nautical miles (26,000 km; 16,000 mi) at a speed of 10 knots (19 km/h; 12 mph). They would have been equipped with six 330-kilowatt (440 hp) turbogenerators and two 330-kW diesel generators that supplied the common ring main at 220 volts. The Lion-class ships' main armament consisted of nine newly designed 45-calibre BL 16-inch Mark II guns in three hydraulically powered triple-gun turrets. The maximum elevation of the turrets was increased to +40° although the guns were loaded at +5°. They fired 2,375-pound (1,077 kg) projectiles at a muzzle velocity of 2,483 ft/s (757 m/s); this provided a maximum range of 40,560 yards (37,088 m). Their rate of fire was two rounds per minute and the ships carried 100 shells per gun. The secondary armament consisted of sixteen 50-calibre QF 5.25-inch Mk I dual-purpose guns in eight twin-gun mounts. They had a maximum depression of −5° and a maximum elevation of +70°. They fired an 80-pound (36 kg) high-explosive shell at a muzzle velocity of 2,672 ft/s (814 m/s). At maximum elevation, the guns had a maximum range of 24,070 yards (22,010 m). Their normal rate of fire was about 7–8 rounds per minute and 400 rounds were provided for each gun. Short-range air defence was provided by 48 QF 2-pounder "pom-pom" guns in six octuple mountings. The 2-pounder gun fired a 40-millimetre (1.6 in), 1.684-pound (0.764 kg) shell at a muzzle velocity of 2,400 ft/s (730 m/s) to a distance of 6,800 yards (6,200 m). The gun's rate of fire was approximately 96–98 rounds per minute and 1800 rounds per gun were carried by the ships. Their armour scheme was virtually identical to that of the KGVs. The waterline belt was intended to be made from Krupp cemented armour (KCA) 14.7 inches (373 mm) thick and was 433 feet (132 m) long. The main portion of the belt would have been 15 feet (4.6 m) high, but a lower strake, 8 feet 3 inches (2.5 m) high, extended an additional 40 feet (12.2 m) past the ends of the armoured citadel. It was intended to be tapered vertically from 14.7 inches in thickness to 5.5 inches (140 mm) at the bottom edge of the belt, while the plates at the end of the belt would have been only 11 inches (279 mm) thick at the top. Transverse bulkheads 10–12 inches (254–305 mm) thick would have closed off each end of the armoured citadel. At the aft end of the steering gear compartment would have been a 4-inch (100 mm) transverse bulkhead. The KCA face-plates of the main gun turrets were intended to be 15 inches thick and their roofs would have used 6-inch (152 mm) non-cemented armour plates. Their sides remained 7–10 inches (180–250 mm) in thickness. The barbettes for the 16-inch guns were intended to be 15 inches thick on the sides, tapering to 12–13.5 inches (305–343 mm) closer to the centreline of the ship. Intended to resist the impact of a 1,000-pound (450 kg) armour-piercing bomb dropped from a height of 14,000 feet (4,300 m), the Lions' deck protection was identical to that of the KGV class. It consisted of 6-inch (152 mm) non-cemented armour over the magazines that reduced to 5 inches (127 mm) over the machinery spaces. The armour continued forward and aft of the citadel at the lower-deck level. Forward it tapered in steps from five inches down to 2.5 inches (64 mm) near the bow. Aft, it protected the steering gear and propeller shafts with 4.5–5 inches (114–127 mm) of armour. Unlike the Germans, French and Americans, the British no longer believed that heavy armour for the conning tower served any real purpose, given that the chance of hitting the conning tower was very small, and protected the forward conning tower with only 3–4.5 inches (76–114 mm) of armour. The underwater protection, also virtually identical to that of the KGVs, would have consisted of a 13.25 ft (4 m) wide three-layer system of voids and liquid-filled compartments meant to absorb the energy of an underwater explosion. It was bounded on the inside by the 1.75-inch (44 mm) torpedo bulkhead. Both of the inner and outer voids were fitted with pumps to flood them with water to level the ship (counter-flood) in case she began to list. Over the length of the citadel, this system was found to be proof against 1,000 lb (450 kg) of TNT during full-scale trials. The Lion-class ships would have had a double bottom with a depth of 4 feet (1.2 m). Naval historians William Garzke and Robert Dulin believe that the design of the Lion class would have corrected some of the deficiencies of the KGVs with the notable exceptions of the too-shallow torpedo protection system, caused by limits of the existing infrastructure, and the limited endurance, both of which were addressed in the revised 1942 design. Their 16-inch main battery, although not the most powerful in the world, were superior to the earlier guns used in the Nelson-class battleships, and they "would have been the most powerful and fastest battleships to have served in the Royal Navy." ### 1942 design Construction was suspended shortly after the war began and the Admiralty took advantage of the time to refine the design in light of war experience in late 1941. The beam was increased to 108 feet (32.9 m), the maximum width allowed by the locks of the Panama Canal, to increase the depth and effectiveness of the ships' torpedo protection system, and almost 1,100 long tons (1,100 t) of fuel oil were added to increase the ship's endurance. The beam increase meant that many of the Royal Navy home docking facilities, including Rosyth and Portsmouth, could no longer accommodate these ships. The requirement that 'A' turret had to be able to fire directly ahead at 0° elevation was rescinded as it radically reduced freeboard forward and caused the KGVs to take a lot of water over the bow in head seas. To partially compensate for the additional weight, the belt armour was reduced in thickness by 1 inch (25 mm) to 13.7 inches (350 mm) except over the magazines, and the aircraft and their facilities were removed. The space in the superstructure freed up by these changes was used to increase the light anti-aircraft armament to nine octuple and one quadruple 2-pounder mounts. The overall length of the Lion class increased to 793 feet (241.7 m) and the displacement grew to 42,550 long tons (43,233 t) at standard load and 47,650 long tons (48,415 t) at deep load. No changes were made to the propulsion machinery, but the speed decreased to 28.25 knots (52.32 km/h; 32.51 mph) because of the greater displacement. The 4,800 long tons (4,877 t) of fuel increased their endurance to an estimated maximum of 16,500 nautical miles (30,600 km; 19,000 mi) at a speed of 10 knots. The freeboard forward was increased by nearly 9 feet (2.7 m), and the radar suite was increased to match that of the battleship Vanguard, then under construction. Because the light cruiser Belfast lost all steam power when she struck a mine early in the war, two diesel generators were substituted for two turbo-generators. The extra beam was used to increase the depth of the torpedo protection system amidships from 13.25 ft to 15 feet (4.6 m). The ships' crew was estimated at 1,750 officers and ratings. ### 1944 design The RN's Plans Division set a requirement for a dozen battleships for the post-war navy and the DNC began another design in February 1944 that would incorporate wartime lessons, but they soon concluded that "the power of modern weapons had increased so much that ever-increasing armour and torpedo protection was required until it became incompatible with the limited offensive power of the ship." The main armament was revised to an improved Mk IV version of the 16-inch gun in a new Mk III turret that fired a heavier shell at a marginally lower velocity, mounted in three triple turrets. They would also carry twelve twin QF 4.5-inch (114 mm) Mk V guns as their secondary armament and one twin and ten sextuple Bofors mounts plus fifty 20 mm Oerlikons for anti-aircraft protection. Calculations for a preliminary sketch design were completed in October and revealed a 26-knot (48 km/h; 30 mph), 50,400-long-ton (51,209 t) ship at standard load and 60,700 long tons (61,674 t) at deep load. More detailed studies were conducted in January 1945 and showed that the ship would actually displace 59,850 long tons (60,810 t) at standard load and 69,500 long tons (70,615 t) deep. This design was too large, so multiple variants were considered over the next several months, examining the effects of reducing side armour, underwater protection and the number of main and secondary gun turrets. The provisional staff requirements were issued in March and increased the speed to 29 knots (54 km/h; 33 mph) and set the endurance equal to that of the original design, which was slightly modified in April as 'Design B'. This greatly hampered the ability of the designers to reduce the size of the design as only those variants with two main gun turrets were below 55,500 long tons (56,391 t) at standard displacement. The most radical variant, christened 'Design X', had an armour arrangement similar to the modernised battlecruiser Renown with a pair of 16-inch and eight 4.5-inch turrets and had only minimal underwater protection, relying on tight compartmentalisation and strengthened internal bulkheads to localise damage. This yielded a 36,800-long-ton (37,391 t) ship at standard load. That same month a committee headed by Rear-Admiral Reginald Servaes reviewed all the proposals and the Admiralty requested a sketch design of 'X' with two 16-inch turrets, both forward of the superstructure as in the French Richelieu class, and a thicker waterline belt in May that the DNC designated 'X3'. This displaced 45,350 long tons (46,078 t) at standard load. The following month the Admiralty asked that the 16-inch turrets be replaced by quadruple 15-inch (381 mm) turrets and the DNC replied that no design work had been done on such turrets and would thus delay construction by 15 to 18 months and add about 2,000 long tons (2,032 t) to the ship's displacement. The DNC asked permission to investigate further methods of reducing the size of 'B3' in July and work continued on both designs through October. By this time the impossibility of even maintaining the existing battle fleet, much less building such large battleships, had become clear in light of Britain's economic difficulties and further design work was informally suspended on all but the new Mk IV gun and its Mk III turret; this was finally cancelled by the First Sea Lord on 10 March 1949. ### Hybrid aircraft carrier On 8 January 1941, Rear-Admiral Bruce Fraser, Third Sea Lord and Controller of the Navy, asked the DNC to work up a hybrid aircraft carrier based on the Lion-class hull. Two months later, a sketch design was presented for consideration, but it was not well regarded by the participants. This design retained all three main gun turrets and the flight deck was deemed too short to be useful. A revised version with only the two forward turrets retained was requested and was ready in July. In this design, the displacement ranged from 44,750 long tons (45,470 t) at standard load and 51,000 long tons (52,000 t) at deep load. The design's dimensions included a waterline length of 800 feet (243.8 m), a beam of 115 feet (35.1 m) and a draught of 29 feet 6 inches (8.99 m). The flight deck was 500 feet (152.4 m) long and had a width of 73 feet (22.3 m). The machinery was unchanged, but another 600 long tons (610 t) of oil increased her endurance to 14,750 nautical miles (27,320 km; 16,970 mi) at 10 knots. The hybrid's armament consisted of six 16-inch guns in two triple turrets, sixteen 5.25-inch guns and eight octuple 2-pounder mounts. Twelve fighters and two torpedo bombers could be carried. The Director of Naval Gunnery's assessment was that "The functions and requirements of carriers and of surface gun platforms are entirely incompatible ... the conceptions of these designs ... is evidently the result of an unresolved contest between a conscious acceptance of aircraft and a subconscious desire for a 1914 Fleet ... these abortions are the results of a psychological maladjustment. The necessary readjustments should result from a proper re-analysis of the whole question, what would be a balanced fleet in 1945, 1950 or 1955?" The design was rejected. ## Construction Six Lion-class ships were planned, two each in the 1938, 1939, and 1940 Naval Programmes. The first pair, Lion and Temeraire, were ordered on 28 February 1939 from Vickers Armstrongs and Cammell Laird, respectively. Lion was laid down at Vickers' Walker, Newcastle upon Tyne shipyard on 4 July; Temeraire preceded her at Birkenhead on 1 June. The contract for Conqueror was awarded on 15 August to John Brown, and that of Thunderer was scheduled for 15 November for Fairfield. After the start of the Second World War in September, construction continued desultorily until early October, when it was suspended by the Admiralty for one year; construction of the 16-inch guns and their turrets was to continue. The second pair of Lions were now expected to be laid down in January and April 1941. On 15 November 1939, work on Lion and Temeraire was authorised to resume whenever there was available labour, but it was suspended again in May 1940. In November, the decision to suspend construction was reaffirmed and steel from Lion was ordered transferred to Vanguard. After thoroughly revising the design in late 1942, the RN's Director of Contracts wrote to Vickers Armstrongs and Cammell Laird "requesting them to clear the slipways and reuse the material on other naval contracts where possible". All design work ceased in April 1943 and armour plates made for Lion were to be scrapped. Only four 16-inch guns, and no turrets, were ever completed. One of the guns was used to test aspects of the Mk IV gun.
3,047,931
Augustus Owsley Stanley
1,163,211,334
American politician (1867–1958)
[ "1867 births", "1958 deaths", "20th-century American politicians", "American Disciples of Christ", "Burials at Frankfort Cemetery", "Centre College alumni", "Democratic Party United States senators from Kentucky", "Democratic Party governors of Kentucky", "Democratic Party members of the United States House of Representatives from Kentucky", "People from Flemingsburg, Kentucky", "People from Shelbyville, Kentucky" ]
Augustus Owsley Stanley I (May 21, 1867 – August 12, 1958) was an American politician from Kentucky. A member of the Democratic Party, he served as the 38th governor of Kentucky and also represented the state in both the U.S. House of Representatives and the U.S. Senate. From 1903 to 1915, Stanley represented Kentucky's 2nd congressional district in the House of Representatives, where he gained a reputation as a progressive reformer. Beginning in 1904, he called for an antitrust investigation of the American Tobacco Company, claiming they were a monopsony that drove down prices for the tobacco farmers of his district. As a result of his investigation, the Supreme Court of the United States ordered the breakup of the American Tobacco Company in 1911. Stanley also chaired a committee that conducted an antitrust investigation of U.S. Steel, which brought him national acclaim. Many of his ideas were incorporated into the Clayton Antitrust Act. During an unsuccessful senatorial bid in 1914, Stanley assumed an anti-prohibition stance. This issue would dominate his political career for more than a decade and put him at odds with J. C. W. Beckham, the leader of the pro-temperance faction of the state's Democratic Party. In 1915, Stanley ran for governor, defeating his close friend Edwin P. Morrow by just over 400 votes in the closest gubernatorial race in the state's history. Historian Lowell H. Harrison called Stanley's administration the apex of the Progressive Era in Kentucky. Among the reforms adopted during his tenure were a state antitrust law, a campaign finance reform law, and a workman's compensation law. In 1918, Stanley was chosen as the Democratic nominee to succeed the recently deceased senator Ollie M. James. Stanley was elected, but did not resign as governor to take the seat until May 1919 and accomplished little in his single term. He lost his re-election bid to Frederic M. Sackett in the 1924 Republican landslide and never again held elected office. He died in Washington, D.C., on August 12, 1958. ## Early life Augustus Owsley Stanley was born in Shelbyville, Kentucky, on May 21, 1867; he was the eldest of seven children of William and Amanda (Owsley) Stanley. His father was a minister of the Disciples of Christ and served as a judge advocate on the staff of Joseph E. Johnston in the Confederate Army. His mother was the niece of former Kentucky governor William Owsley. He attended Gordon Academy in Nicholasville, Kentucky, and the Kentucky Agricultural and Mechanical College (later the University of Kentucky) before graduating with an A.B. from Centre College in 1889. At both Centre and Kentucky A&M, he competed at the State Oratorical Contest, becoming the only such competitor to represent two different institutions. For a year after graduation, Stanley served as chair of belles-lettres at Christian College in Hustonville, Kentucky. The following year, he was principal of Marion Academy in Bradfordsville, then spent two years in the same position at Mackville Academy in Mackville. While he held these positions, he studied law under Gilbert Cassiday. He was admitted to the bar in 1894, and opened his practice in Flemingsburg, Kentucky. ## Political career Stanley's first venture into the political arena was in 1897 when he made an unsuccessful bid to become county attorney of Fleming County. He continued to practice law in Flemingsburg until March 1898 when he moved to Henderson because of financial hardships. He served as a Democratic presidential elector on the ticket of William Jennings Bryan in 1900. ### House of Representatives In 1902, Stanley was elected as a U.S. Representative from Kentucky's 2nd congressional district. During his tenure in the House, he served on the Committee on Mines and Mining, the Committee on Territories, and the Committee on Agriculture. He advocated for progressive reforms such as more extensive study of mine accident prevention, railroad regulation, a pure food and drug act, and an eight-hour work day. By the time of Stanley's election to the House, the American Tobacco Company had eliminated all its substantial competitors either by acquisition or by driving them out of business. The company worked with British tobacco manufacturers to set tobacco prices worldwide. Congressman Stanley came to the defense of the tobacco farmers of his district, making him virtually unbeatable as a congressional candidate. In the first of his five consecutive terms, he authored a bill that would remove an oppressive national tobacco tax, hoping this would help raise prices for unprocessed tobacco. The bill was defeated by extensive lobbying efforts by the American Tobacco Company. In 1904, he convinced the Ways and Means Committee to hold public hearings on the American Tobacco Company's monopolistic actions, but the hearings did not convince legislators to repeal the tax nor take action against the American Tobacco Company. Besides his legislative efforts on behalf of farmers, Stanley also directly encouraged them to organize and keep their crops off the market until prices improved. He helped draft the charter for the Dark District Tobacco Planters Association. Some of the more radical members of this group, known as the "Night Riders", used vigilante violence to compel membership in the Association during what became known as the Black Patch Tobacco Wars. Finally in 1909, Stanley attached his proposed repeal of the tobacco tax as a rider to the Payne–Aldrich Tariff Act. The bill passed the House, but the Senate stripped Stanley's provision. Kentucky Senator Ollie M. James reintroduced the repeal into the Senate version of the bill, and it survived when the bill was passed into law. The repeal resulted in higher tobacco prices, and although Stanley had not been alone in getting the repeal passed, he received much of the credit. In 1911, Stanley's fight against the American Tobacco Company bore fruit, as the Supreme Court ruled the company to be in violation of antitrust laws and broke it into separate companies. Both the tax repeal and the breakup of American Tobacco helped quell the violence perpetrated by the Night Riders. Stanley gained national notoriety for his actions against U.S. Steel. In 1909, he introduced a resolution calling for an investigation of the company, but it died in the House Rules Committee. A second resolution, introduced in June 1910, passed the House, but was ignored by President William Howard Taft. Stanley introduced a stronger resolution later that month, but it was killed in committee. After Republicans lost control of the house in the 1910 congressional elections, Stanley reintroduced his resolution. House Speaker Champ Clark appointed him as chairman of a nine-member committee to investigate U.S. Steel. The committee's investigation lasted from May 1911 to April 1912. At its conclusion, the committee split along party lines. Stanley authored the majority report which condemned alleged price fixing by U.S. Steel and censured President Theodore Roosevelt for his role in U.S. Steel's purchase of the Tennessee Coal and Iron Company. The minority report, authored by Republican Augustus P. Gardner, absolved Roosevelt and downplayed the price fixing charges. Stanley's report also recommended a number of changes to strengthen the Sherman Antitrust Act of 1890. Though his recommendations were not enacted into law during his time in the House, many of them were eventually included in the Clayton Antitrust Act of 1914. ### 1914 senatorial bid Although he had no serious challengers for his House seat, Stanley declined to seek re-election in 1914, choosing instead to run for a seat in the U.S. Senate. He was one of three Democrats seeking the seat, the others being Governor James B. McCreary and former governor J. C. W. Beckham. McCreary was never a serious challenger, and the primary campaign centered on Stanley and Beckham, the leaders of the two largest factions of the state's Democratic party. The two men disliked each other. Stanley had once referred to Beckham as "a fungus growth on the grave of Goebel" – an allusion to Beckham's former running mate, Governor William Goebel, whose assassination in 1900 had elevated Beckham to the governorship. During the campaign, Stanley criticized Beckham's use of machine politics, calling his opponent "Little Lord Fauntleroy". Prohibition became the major issue of the campaign. Though both Stanley and Beckham were known to drink liquor, Beckham campaigned on a pro-temperance platform. Stanley, an opponent of prohibition, criticized Beckham's position as hypocritical, saying of pro-temperance politicians in general and Beckham in particular "They keep full of booze and introduce bills to punish the man who sells it to them." "[Beckham] would sell out the world to go to the Senate," he added. The support of Louisville Courier-Journal editor Henry Watterson and Representative Ben Johnson were not enough to carry Stanley to victory. Beckham secured the Democratic nomination by almost 7,000 votes and went on to win the seat in the general election. ### Governor of Kentucky Several candidates announced their intention to seek the Democratic gubernatorial nomination in 1915, but by late August, only two remained in the race. Stanley was the choice of the anti-prohibition faction of the party, while state superintendent Harry V. McChesney represented the prohibition faction, backed by Beckham. Stanley won the nomination with 107,585 votes to McChesney's 69,722. The Republicans nominated Stanley's close friend Edwin P. Morrow. The two traveled the state together, often speaking from the same stage. Stanley was a powerful orator who used dramatic flourishes to emphasize his points. He would often loosen his tie before he ever started speaking, and by the end of his speech have thrown off his vest and coat. In one instance, the candidates debated a tax on dog owners of one dollar per dog. Stanley favored the tax, while Morrow contended that everyone should be allowed one dog tax-free. Stanley ridiculed the idea as "Free Old Dog Ring," and sometimes howled like a dog in speeches deriding the proposal. On another occasion Stanley, who had too much to drink, vomited in front of the audience as Morrow spoke. When Stanley took the podium, he remarked, "That just goes to show you what I have been saying all over Kentucky. Ed Morrow plain makes me sick to my stomach." Democrats had been divided in the primary, but united behind Stanley in the general election. Senators Beckham and Ollie M. James endorsed him, as did Governor James B. McCreary. Samuel Gompers praised Stanley for his opposition to trusts while in Congress; endorsements from local chapters of the American Federation of Labor soon followed. Even Harry McChesney, Stanley's primary opponent, urged Kentuckians to vote a straight Democratic ticket. The election was too close to call on election night. Knowing that a challenged election would be decided by the heavily Democratic General Assembly, Morrow conceded a week later. Official results showed that Stanley won the election by 471 votes, the closest gubernatorial vote in the state's history. Historian Lowell H. Harrison called Stanley's administration the apex of the Progressive Era in Kentucky. The most significant legislation passed during the 1916 legislative session were a state antitrust law and a ban on railroads offering free passes to public figures. A Corrupt Practices Act required candidates for office to file reports of their expenses, limited the amount of allowable expenses, and forbade public service corporations from contributing to any campaign. Other accomplishments included initiating the state's first budget program, enacting its first workman's compensation law, and instituting a convict labor law. The one progressive measure that did not pass, a bill granting women's suffrage, failed in the House by a single vote. Stanley called the General Assembly into special session in February 1917. At issue was reform of the state's tax code, which Stanley felt unjustly burdened agricultural interests. The state was also incurring large deficits, ranging from \$100,000 to \$700,000 annually. Though Kentucky was in better shape financially than many of its peers, Stanley still sought to balance the budget. The session lasted sixty days, and the legislature passed many of the bills he advocated. The most significant created a three-member state tax commission, chaired by M. M. Logan. Additional taxes were passed on distilled spirits, oil production, race tracks, and corporate licenses. Assessments on the value of property, which had typically been evaluated at one-third to one-half of fair market price, rose dramatically. To balance this increase, legislators reduced the tax rates on certain types of property. With the dramatic increase in funds yielded by the special session, the General Assembly approved funding increases in nearly every part of state government, including higher education. The State Board of Health was given expanded powers, and county boards of health were established. Stanley's administration was affected by the United States' entry into World War I. The legislature established and funded a state Council of Defense, but Stanley vetoed a bill that would have banned the teaching of German in public schools. As in his run for Senate and in the gubernatorial primary, the liquor question was central to Stanley's tenure as governor. Although anti-prohibition forces declared prohibition dead following his election, a prohibition amendment was introduced during the first legislative session following it. The amendment failed by a vote of 20–14 in the state senate. In 1918 it was submitted to the state's voters by an overwhelming 95–17 joint vote of the General Assembly. Although Stanley was against prohibition, he supported the 1918 amendment in order to settle the liquor issue and clear the legislature's order paper for other measures. In 1919, Kentucky was the first "wet" state to ratify the Eighteenth Amendment, enshrining prohibition into the national constitution. ### U.S. Senator On August 18, 1918, incumbent senator Ollie M. James died. Stanley appointed George B. Martin to finish James' term, which was to expire on March 3 of the following year. James had already been nominated for re-election in 1918 by the Democratic primary, and the task of selecting the party's new nominee fell to the Democratic State Committee, which nominated Stanley. Stanley enjoyed the advantage of a united Democratic party; J. C. W. Beckham supported Stanley for this seat so Stanley would not challenge him for his own seat when he faced re-election. The Republicans chose a relative unknown, Dr. Ben L. Bruner. Stanley was attacked for his veto of the German language bill and for his long-standing views against temperance. Though the national mood was against the Democrats, a letter of support from President Woodrow Wilson bolstered Stanley's campaign, and he defeated Bruner by more than 5,000 votes. He resigned as governor to assume the Senate seat in May 1919. As a Democrat in a mostly Republican Senate, he wielded little influence. When Stanley sought re-election to his seat in 1924, he faced an uphill battle. No Kentucky senator had been re-elected to his seat in over forty years (though senators had been popularly elected only since 1914). His opposition to prohibition cost him the support of pro-temperance voters and Democratic governor William J. Fields. He was also opposed by the Ku Klux Klan, then a powerful organization in the state, because of his opposition to bigotry and secret organizations. His Republican opponent Frederic M. Sackett secured the support of the Beckham wing of the Democratic Party. Despite having his own private stock of liquor, Sackett took a pro-temperance position in the campaign and was endorsed by the Anti-Saloon League. Louisville Courier-Journal editor Robert Worth Bingham added his endorsement, calling Sackett "one of the best men I know". In the general election, Stanley lost his seat by almost 25,000 votes. Sackett's victory meant Kentucky would have two Republican senators for the first time in its history. ## Later life and death Following his defeat in the Senate, Stanley returned to his legal practice. In the 1927 gubernatorial election, he threw his support to his old enemy, J. C. W. Beckham, hoping to improve his chances of returning to the Senate in 1930. Beckham lost to Republican Flem D. Sampson, greatly diminishing Stanley's chances in the senatorial campaign. In 1930, President Herbert Hoover appointed Stanley to the International Joint Commission, a body charged with settling boundary disputes between the United States and Canada. Stanley became its chair in 1933. He was very proud of his service on the Commission, and once noted that nowhere on earth have two great powers lived so long as neighbors with so few disputes. He served until 1954 when he resigned under pressure from his own party. Stanley died in Washington, D.C., on August 12, 1958, and was buried in Frankfort Cemetery in Frankfort, Kentucky. He was survived by his wife, Sue (Soaper) Stanley, and two of his three sons, William Stanley and Augustus Owsley Stanley II. His grandson, Augustus Owsley Stanley III (1935–2011), became a well-known LSD chemist and backer of the Grateful Dead during the hippie movement. ## See also
25,566,987
Action of 1 August 1801
1,151,447,522
Naval battle of the First Barbary War
[ "1801 in Africa", "1801 in the Ottoman Empire", "August 1801 events", "Conflicts in 1801", "Naval battles involving Ottoman Tripolitania", "Naval battles of the Barbary Wars" ]
The action of 1 August 1801 was a single-ship action of the First Barbary War fought between the American schooner USS Enterprise and the Tripolitan polacca Tripoli off the coast of modern-day Libya. As part of Commodore Richard Dale's Mediterranean Squadron, Enterprise had been deployed with the American force blockading the Vilayet of Tripoli. Enterprise, under the command of Lieutenant Andrew Sterett, had been sent by Commodore Dale to gather supplies at Malta. While cruising towards Malta, Enterprise engaged Tripoli, commanded by Admiral Rais Mahomet Rous. Tripoli put up a stubborn fight and perfidiously feigned surrender three times in an engagement lasting three hours before the polacca was finally captured by the Americans. Although the Americans had taken the vessel, Sterett had no orders to take prizes and so was obliged to release her. Enterprise completed her journey to Malta, and received honor and praise from the squadron's Commodore on her return to the fleet. The success of the battle boosted morale in the United States, since it was that country's first victory in the war against the Tripolitans. The opposite occurred in Tripoli, where morale sank heavily upon learning of Tripoli's defeat. Despite Enterprise's triumph, the war continued indecisively for another four years. ## Background Following the recognition of the independence of the United States (US) in 1783, the new country's early administrations had elected to make tribute payments to the Vilayet of Tripoli to protect American commercial shipping interests in the Mediterranean Sea. Tripoli, nominally a subject of the Ottoman Empire, was practically autonomous in conducting her foreign affairs, and would declare war on non-Muslim states whose ships sailed in the Mediterranean in order to extract tribute from them. In 1801, the payments demanded by Tripoli from the United States were significantly increased. The newly elected administration of Thomas Jefferson, an opponent of the tribute payments from their inception, refused to pay. As a result, Tripoli declared war on the United States, and its navy began to seize American ships and crews in an attempt to coerce the Jefferson administration into acceding to their demands. When word of these attacks on American merchantmen reached Washington, D.C., the Jefferson administration gave the United States Navy the authority to conduct limited operations against Tripoli. As part of the American strategy, a squadron under Commodore Richard Dale was dispatched to blockade Tripoli. By July 1801, Dale's force had begun to run low on water. In order to replenish his supplies, Dale dispatched the schooner USS Enterprise, commanded by Lieutenant Andrew Sterett, to provision at the British naval base on Malta, while the commodore himself remained off Tripoli with the frigate USS President to maintain the blockade. Soon after leaving the blockade, Enterprise came upon what appeared to be a Tripolitan cruiser sailing near her. Flying British colors as a ruse, Enterprise approached the Tripolitan vessel and hailed her. The Tripolitan answered that she was seeking American vessels. At this Enterprise struck the British colors, raised the American flag, and prepared for action. The Tripolitan vessel, Tripoli, and Enterprise were quite evenly matched. Enterprise, with a complement of 90, was a 12-gun, 135-ton schooner built in 1799 that had seen action in the Quasi-War. In contrast, Tripoli, a lateen-rigged polacca with two masts, was crewed by 80 men under Admiral Rais Mahomet Rous and armed with 14 guns. Although the Tripolitans held a slight advantage in firepower, Enterprise had to its advantage the larger crew and the element of surprise. The Americans were also significantly more experienced in gunnery action than the Tripolitans, who preferred to attack by boarding and taking over their opponents' ships. ## Battle Shortly after Sterett had the American colors raised, he had his men open fire upon the Tripolitans at close range with muskets. In response, Tripoli returned fire with an ineffective broadside. The Americans returned fire with their own broadsides, which led Rous to break off the engagement and attempt to flee. Neither able to fight off the American vessel nor outrun her, the Tripolitans attempted to grapple Enterprise and board her. Once within musket range, Enterprise's marines opened fire on the Tripoli, foiling its boarding attempt, and forced Tripoli to try to break away once more. Enterprise continued the engagement, firing more broadsides into the Tripolitan ship and blasting a hole in her hull. Severely damaged, Tripoli struck her colors to indicate surrender. As Enterprise moved towards the vessel to accept its surrender, the Tripolitans hoisted their flag and fired upon Enterprise. The Tripolitans again attempted to board the American schooner, but were repelled by Enterprise's broadsides and musketry. After another exchange of fire, the Tripolitans struck their colors a second time. Sterett once more ceased firing and moved closer to Tripoli. In response, Rous again raised his colors and attempted to board Enterprise. Enterprise's accurate gunnery once more forced Tripoli to veer off. As the action continued, Rous perfidiously feigned a third surrender in an attempt to draw the American schooner within grappling range. This time, Sterett kept his distance, and ordered Enterprise's guns to be lowered to aim at the polacca's waterline, a tactic that threatened to sink the enemy ship. The next American broadsides struck their target, causing massive damage, dismasting her mizzen-mast, and reducing her to a sinking condition. With most of his crew dead or wounded, the injured Admiral Rous finally threw the Tripolitan flag into the sea to convince Sterett to end the action. ## Aftermath At the end of the action Tripoli was severely damaged; 30 of her crew were dead and another 30 were injured. The polacca's first lieutenant was among the casualties and Admiral Rous himself was injured in the fighting. In what amounted to a total American victory over the Tripolitans, Enterprise had suffered only superficial damage and no casualties. Sterett, whose orders did not give him the authority to retain prizes, let the polacca limp back to Tripoli. However, before setting her free, the Americans cut down Tripoli's masts and sufficiently disabled her so that she could barely make sail. Sterett then continued his journey to Malta and picked up the supplies for which he was sent before returning to the blockade. After Enterprise left, Tripoli began its journey back to the port of Tripoli. On the way it ran into USS President and asked for assistance; Rous falsely claimed that his vessel was Tunisian and that it had been damaged in an engagement with a French 22-gun vessel. Dale suspected the vessel's true identity and merely provided Rous with a compass so he could find his way back to port. When he finally arrived at Tripoli, Rous was severely chastised by Yusuf Karamanli, the Pasha (ruler) of Tripoli. Stripped of his command, he was paraded through the streets draped in sheep's entrails while seated backwards on a jackass before suffering 500 bastinadoes. Enterprise's victory over Tripoli had very different consequences for the two nations involved. In Tripoli, the defeat, combined with severity of Rous' punishment, severely hurt morale throughout the city, and led to significant reductions in recruitment for Tripolitan ships' crews. In the United States, the exact opposite occurred, with wild publicity surrounding the arrival of news that the Americans had won their first victory over the Tripolitans. The American government gave a month's pay as a bonus to each of Enterprise's crew members, and honored Sterett by granting him a sword and calling for his promotion. Fanciful plays were written about the victorious Americans, and morale and enthusiasm about the war reached a high point. The victory did not have any long-term consequences in the conduct of the war, however. Dale's blockade of Tripoli was ineffective in preventing ships from entering and leaving the port, and was equally ineffective in altering the Pasha's diplomatic stance toward the Americans. Dale's squadron was relieved in 1802 by another under Richard Morris.
303,977
Half sovereign
1,169,388,053
British gold coin
[ "1544 establishments in England", "1544 introductions", "British gold coins", "Bullion coins", "Coins of Australia", "English gold coins", "Half-base-unit coins", "Henry VIII", "Saint George and the Dragon" ]
The half sovereign is a British gold coin denominated at one-half of a pound sterling. First issued in its present form in 1817, it has been struck by the Royal Mint in most years since 1980 as a collector's and bullion piece. The half sovereign and the sovereign were originally introduced in 1544 (in the reign of Henry VIII) but their issue was discontinued after 1604. In 1817, as part of the Great Recoinage, half sovereigns and sovereigns were reintroduced. Until it was discontinued as a currency coin in 1926, the half sovereign was struck in most years and circulated widely. In addition to being coined in London, it was struck at the colonial mints in Australia and South Africa. Exacting standards made it difficult to strike, and it was considered for elimination in the 1880s despite its popularity. Production of half sovereigns continued until 1926 and, apart from special issues for coronation years, was suspended until 1980. Since then it has been struck for sale by the Royal Mint, although it does not circulate. In addition to the portrait of the reigning monarch, the coin features in most years an image of Saint George and the dragon, designed by Benedetto Pistrucci, first used on the sovereign in 1817 and the half sovereign in 1893. ## English coin (1544–1604) Henry VII (r. 1485–1509) revitalised England’s economy following the War of the Roses. In 1489, he introduced the sovereign gold coin, which he valued at twenty shillings. Before the new denomination, the only gold coins being issued were angels and half angels. Henry VII left a large treasury – the modern equivalent of about £375 million – to his successor Henry VIII (r. 1509–1547). The inherited wealth was dissipated due to Henry VIII's extravagant lifestyle and the war expenses needed to maintain a claim over France. These expenses led to repeated debasement of the currency over Henry's reign. The half sovereign was introduced as part of Henry's third issue of coins, in 1544, debasing the coinage still further. The coin depicts a crowned King Henry sitting in his chair of state, holding his orb and sceptre on the obverse, while the reverse features a royal shield containing the arms of France and England, supported by a lion and a dragon. Henry's titles as king surround the designs on both sides, and HR (Henricus Rex, or Henry the King) appears at the bottom of the reverse design. The new coin continued to be struck in the reign of Henry's son and successor, Edward VI (r. 1547–1553), initially with the designs of the previous reign, and later with a depiction of Edward seated in the chair of state. The half sovereign was struck again under James I (r. 1603–1625 in England) beginning in 1603, and features a portrait of the king on the obverse, and a crowned shield on the reverse. The shield of arms featured on James I's coinage features the lions of England in the first quarter, that of Scotland in the second, the harp of Ireland in the third quarter and the fleurs-de-lis of France in the fourth. The legend on the coin proclaims James king of England, Scotland, Ireland and France, while the reverse legend reads "EXVRGAT DEVS DISSIPENTVR INIMICI" which translates as "Let God arise and let His enemies be scattered" from Psalms 68:1. The letters I and R, for IACOBIS REX (James the King) flank the shield. These half sovereigns were only issued in very small numbers. In 1604, James I reduced the weight of gold coinage, and renamed sovereigns and half sovereigns as unites and half unites, in honour of his uniting the two kingdoms on the island of Great Britain. The renamed half sovereign was thereafter replaced by the half guinea. ## British coin (1817 to present) ### Origin During the Napoleonic wars, large amounts of gold left Britain, and worn guineas and bank notes were used for currency. After the final defeat of Napoleon at the Battle of Waterloo (1815), Parliament, by the Coinage Act 1816, placed Britain officially on the gold standard, with the pound to be defined as a given quantity of gold. Almost every speaker in the parliamentary debate supported having a coin valued at twenty shillings, rather than continuing to use the guinea, valued at twenty-one shillings. One reason for the introduction of gold coinage based on the sovereign was that its value, equal to one pound sterling, was more convenient than the guinea. Nevertheless, the Coinage Act did not specify which coins the Mint should strike. A committee of the Privy Council recommended gold coins of ten shillings, twenty shillings, two pounds and five pounds be issued, and this was accepted by George, Prince Regent on 3August 1816. The twenty-shilling piece was named a sovereign, with the resurrection of the old name possibly promoted by antiquarians with numismatic interests. The modern sovereign featuring the well-known design by the Italian sculptor, Benedetto Pistrucci, of St George slaying the dragon was proclaimed as currency in 1817, and minting commenced later that year. The new half sovereign instead bore a reverse design depicting a shield, engraved by William Wyon, possibly based on a design by Pistrucci, though the numismatic scholar, Howard Linecar, stated that Wyon was also responsible for the modelling. The shield was a new version of the royal arms, bearing the quartered arms of England, Scotland and Ireland, with the Hanoverian arms surmounted by a royal crown. The kings of Britain also ruled Hanover between 1714 and 1837; the arms of Hanover depicted the armorial bearings of Brunswick, Lüneburg and Celle. According to the Royal Mint's historian, Kevin Clancy, in his book on the sovereign's history: > a much more traditional fate awaited the first half-sovereigns issued in more than 200 years. All the powers of exuberance had plainly been expended on designing the larger coin and what emerged into circulation in September 1817 was an angular shield of the Royal Arms ... ensuring there was a fractional element to the gold coinage demonstrated forward thinking but, like its higher-value partner, it found the first few years of life beset with troubles. The half sovereign, proclaimed legal tender on 10 October 1817, became the smallest gold coin in regular use. The first issues of the half sovereign, depicting the bust of George III (r. 1760–1820), were issued dated 1817, 1818 and 1820, with none dated 1819, a year in which few sovereigns were struck. Few gold coins were issued in 1819 because of a proposal that gold should be retained in the Bank of England and only issued in ingots worth £233, a plan which did not succeed. ### 1820–1837 The first type of half sovereign minted during the reign of George IV (r. 1820–1830) features his portrait engraved by Pistrucci wearing a laurel wreath on the obverse and an ornately garnished crowned shield on the reverse which was designed by Johann Baptist Merlen. This initial reverse, issued in 1821, was quickly withdrawn due to its similarity in size and appearance to the sixpence, meaning that the sixpence could more easily be gilded and passed off as a half sovereign. The next time the half sovereign was struck, in 1823, it featured a plainer version of the shield on the reverse, designed by Merlen, and Pistrucci's portrait of George. This version was also struck in 1824 and 1825. The king was dissatisfied with his portrayal, and Pistrucci's bust design was replaced beginning with some 1825 coins with an engraving by Wyon, based on a work by Francis Chantrey. Pistrucci had refused to copy Chantrey's work, and he had no further involvement with designing coinage. Changes were made to the reverse, which was given a more ornate version of the shield, and this was struck every year through 1829. The half sovereigns struck in 1829 were probably dated 1828, but one 1829 half sovereign is known, in the collection of the Ashmolean Museum and one of several coins struck by the Royal Mint in 1891 from original dies to supply the Bodleian Library with pieces to fill gaps in its collection. The George and dragon reverse vanished after 1825 from the sovereign, not to be seen again on it until 1871. Half sovereigns were not issued for circulation during the reign of William IV (r. 1830–1837) until 1834, though proof coins were issued in 1831. They were issued as well in 1835, 1836 and 1837. The obverse features a barehead bust of William IV, which was engraved by William Wyon from a model by Chantrey. The reverse is similar to the later George IV issues, with a crowned shield and mantle on the reverse which was modelled and engraved by Jean Baptise Merlen. The 1834 issue had a reduced diameter, 17.9 mm (most half sovereigns measure 19.4 mm in diameter), though no change was made to the weight or fineness. It is possible that the diameter was reduced so that tools and dies for the Maundy fourpence could be used for the half sovereign. Mint ledgers from this reign record that £60,000 or 120,000 half sovereigns dated 1834 were recalled due to their similarity to the discontinued seven shilling or third guinea pieces. Some 1836 and 1837 half sovereigns are known with a slightly different obverse, apparently taken from the obverse dies for the sixpence. This may have been due to an error by the Royal Mint. It being a common fraud to gild a sixpence to pass it as a half sovereign, beginning in William's reign, the sixpence carried a statement of its value. ### Victoria (1837–1901) Queen Victoria came to the throne in 1837 and reigned until 1901; the first half sovereigns of her reign were issued in 1838. The first series of Victorian half sovereigns (1838 to 1886) feature William Wyon's portrait of a youthful Victoria on the obverse, and a shield reverse by Merlen with the Hanoverian arms omitted as Victoria, as a woman, could not become the monarch of Hanover. Struck at the Royal Mint in London every year from 1838 to 1885, excepting 1881 and 1882 (the mint was under renovation in the latter year), there are a number of variations over time generally dealing with the size of Victoria's head, the position and size of the legends and date on the coin, and whether a die number (used by the Royal Mint to track die wear) is included on the reverse. Some variations were intentionally introduced by the Royal Mint, according to Sir John Craig in his history of it, "to titillate the numismatists". Gold was discovered in Australia in 1851, leading to requests from colonial officials that a branch of the Royal Mint be established there. After the Sydney Mint opened in 1855, half sovereigns were struck beginning in 1855. Half sovereigns struck at Sydney from 1855 to 1866 were not of the same design as struck in London, but, as the Royal Mint feared that they would not be struck to the same standard, stated their origin at the Sydney Mint as part of the design, and were not legal tender in Britain. Dies for these issues were prepared at London. As trust grew, the Australian coins were accepted as legal tender, and, beginning in 1871, Sydney used the same shield design as did London. The Melbourne Mint opened in 1873, and struck half sovereigns the same year. The Perth Mint opened in 1899, and first struck half sovereigns in 1900. The colonial mints used dies prepared in London and transported by ship, which included mint marks on the reverse for the issues that were otherwise identical to those struck in London: S for Sydney, M for Melbourne and P for Perth. In addition to the series struck whilst a branch of the Royal Mint, the modern Perth Mint has struck half sovereigns (with face value A\$15) using the early Australian design, though with an inscription denoting their origin at the Perth Mint. Despite the fact that the half sovereign saw more use in circulation than the sovereign, in the 1880s, there were efforts to abolish it and replace it with silver coinage. While the sovereign was a world-wide trade coin, the half sovereign stayed mostly in Britain, and had to be struck to exacting standards, which resulted in 45 per cent of newly-struck half sovereigns being melted at the mint. This made it expensive to coin, the more so because the government did not profit from seignorage on gold coinage, as it did on silver coinage, and so the government discouraged the use of the half sovereign. In 1884, the Gladstone government proposed to reduce the gold content of the half sovereign by a tenth; though this effort failed, a later chancellor of the exchequer, Lord Randolph Churchill, described the half sovereign as "that profligate little coin". Neverless Sir Charles Fremantle, deputy master of the mint, stated in 1874 that the half sovereign was the most convenient part of the change given for a sovereign. The efforts to use silver in place of gold resulted in the 1887 introduction of the double florin, but that coin lasted only four years. Also in 1887, a new obverse was given to the silver and gold coinage, including the half sovereign. The coins were introduced in the year of Queen Victoria's Golden Jubilee and dubbed the Jubilee coinage; the obverse was designed by Joseph Boehm. The reverse featured another version of the shield (the ensigns armorial of the United Kingdom), this one garnished and surmounted by a crown. The reverse design was engraved by Leonard Charles Wyon. The sixpence of the Jubilee coinage bore no written denomination and was the same size as (and resembled) the half sovereign; amid a flurry of fraud from those who gilded it, the new sixpence had to be withdrawn. Churchill's successor as chancellor, George Goschen, was slow to decide whether to discontinue the half sovereign, and eventually decided against it. Nevertheless, Goschen was no supporter of the half sovereign, and none were struck at the Royal Mint's facility at Tower Hill between June 1887 and February 1890. No half sovereigns were struck at any mint in 1888, and only Sydney struck them in 1889. In February 1890, Goschen, in his budget statement, took pride in having temporarily curtailed what he described as "the most expensive coin in the world". Boehm's obverse design showing Victoria wearing a crown that was deemed undersized proved controversial, and the Royal Mint was determined to replace it as soon as possible. An advisory committee on the design of coins was appointed, which recommended using Pistrucci's George and Dragon design for the sovereign on the half sovereign. For the obverse, a new design depicting a veiled bust of Victoria by Thomas Brock was used. First used in 1893, coins bearing it have become known as the Old Head coinage. Pistrucci's initials, BP, are not found on the Old Head half sovereign; Richard Lobel, in Coincraft's Standard Catalogue of English and UK Coins, commented, "how the egotistical Italian, who spelled his name in full on the 1818 crown, would have hated that!" Half sovereigns with Brock's obverse and the Pistrucci reverse continued to be struck until 1901, the year of the queen's death. ### 1902–1953 The first half sovereigns during Edward VII’s reign (r. 1901–1910) were issued in 1902 and the series continued until 1910. The coin features a bare head bust of Edward VII by George William de Saulles on the obverse and the George and dragon reverse. Coins were minted in London, Melbourne, Perth and Sydney. The initial reverse was modified during 1904 to restore Pistrucci's initials to his design and make slight modifications elsewhere. Half sovereigns dated 1904 with the first design were struck at London and Perth; the second was used at all four mints during that year. Beginning in 1908, the Ottawa branch of the Royal Mint (later the Royal Canadian Mint) struck sovereigns as it was obliged to do on request as a branch of the Royal Mint, mostly for export. Sovereigns and half sovereigns, though legal tender in Canada, did not circulate much. There were no strikings of half sovereigns at Ottawa. After Edward's death in 1910, half sovereigns featuring the new king, George V (r. 1910–1936), with an obverse designed by Bertram Mackennal and the Pistrucci reverse, were first issued in 1911 and continued until 1915 at London. The final years before the start of the First World War in 1914 saw large circulation of sovereigns and half sovereigns, and during the final days of the July Crisis that led up to war, many members of the public exchanged banknotes for gold. Once war began, paper currency of ten shillings and of one pound were quickly issued to take the place of the two gold coins, and although there was no formal suspension of gold payments, the government promoted the view that to ask for payment in gold was unpatriotic. Nevertheless, production of gold coins at the colonial mints continued, mostly for export. Production of half sovereigns at Australian mints continued until 1920, though only a few were struck after 1916, all at Perth. The 1918-P half sovereign is unusual because there was no record of half sovereigns being struck in Perth that year, and they were most likely produced in 1919 and 1920, and then exported to an uncertain fate, as relatively few are known. There were coinages at Pretoria (mint mark SA), the only half sovereign issues from there, in 1923, 1925 and 1926. Although the 1923-SA was a proof-only issue, the Pretoria Mint produced the 1925 and 1926 issues for local circulation as mine owners insisted on paying workers in gold. These issues bearing the portrait of George V were the last half sovereigns struck for circulation. The half sovereign was not included in the sets of pattern coins prepared in 1936 for the reign of Edward VIII (r. 1936–1936), unlike the sovereign, double sovereign and five-pound piece, for which pattern coins exist. Half sovereigns bearing a bare head bust of George VI (r. 1936–1952) by Humphrey Paget on the obverse and the St George reverse, were struck in 1937 with a plain edge as part of the tradition to strike all denominations as part of a proof set in a new monarch's coronation year. They were struck again for that purpose for George's daughter, Elizabeth II (r. 1952–2022), with a portrait by Mary Gillick, in Elizabeth's coronation year of 1953, but these were not for public sale, only for the royal and national collections. Use of Pistrucci's design continued on the reverse. ### Collector and bullion coin (since 1980) Although it no longer circulated, the sovereign had been issued as a bullion coin beginning in 1957, and with special-quality proof coins issued from 1979. The Royal Mint realised there was a market for sovereign coins and began to sell them to collectors at well over face or bullion value. In 1980, the first Elizabeth II half sovereigns available to the public were issued, in proof quality, and in 1982, the first half sovereigns sold as bullion coins. Both issues carried the second coinage portrait of Elizabeth II, by Arnold Machin on their obverses, with the Pistrucci design as the reverse. Proof half sovereigns with the Machin obverse were also struck dated 1983 and 1984. From 1985 to 1997, except in 1989, half sovereigns in proof condition with the third coinage portrait of Elizabeth, by Raphael Maklouf, were struck. Many of these were issued in four-piece gold proof sets with the sovereign, double sovereign and five-pound piece. In 1989, a special design by Bernard Sindall for the 500th anniversary of the sovereign coin was struck in all four denominations. Sindall adapted a design showing an enthroned Queen Elizabeth II that he had originally proposed for the Silver Jubilee crown of 1977 for the obverse, and placed a crowned shield atop a double rose for the reverse. The fourth coinage portrait of Elizabeth, by Ian Rank-Broadley, appeared on half sovereigns from 1998 to 2015. The coins were initially only in proof, but from 2000, were also made available as bullion coins. Special designs for the reverse were substituted for Pistrucci's for Elizabeth II's Golden Jubilee in 2002 (by Timothy Noad, depicting a crowned shield within a wreath), in 2005 (a more modern interpretation of the George and dragon, also by Noad), and in 2012 for Elizabeth II's Diamond Jubilee (another modern interpretation of the George and dragon, by Paul Day). In 2009, in conjunction with an attempt to restore Pistrucci's design for the sovereign as closely as possible to what he originally intended, the half sovereign was modified to resemble what it had looked like when the George and dragon was first placed on the coin in 1893. This entailed the loss of Pistrucci's initials, which remained absent in 2010 but were restored in 2011. Sovereigns which are legal tender in Britain were produced in India with the permission of the Royal Mint from 2013 with mint mark I; half sovereigns were struck there in 2014. Beginning with some proof 2015 issues, and continuing with bullion issues in 2016, the fifth coinage portrait of Elizabeth II, by Jody Clark was substituted on the half sovereign's obverse. Proof half sovereigns dated 2016 featured an obverse with a different portrait of Queen Elizabeth by James Butler in honour of the queen's 90th birthday. For the 200th anniversary of the modern sovereign in 2017, proof half sovereigns featured a design evocative of the 1817 sovereign, with Pistrucci's design contained within a Garter, and bullion issues bore a privy mark with the number 200 marking the anniversary. In 2022, the Royal Mint struck half sovereigns with a reverse design by Noad showing an interpretation of the Royal Arms. This design, used for the sovereign and its multiples and fractions, was to mark the Platinum Jubilee of Elizabeth II. Later in the year, following the death of Elizabeth II, the Royal Mint issued memorial coins in the sovereign range, including the half sovereign, featuring an interpretation of the Royal Arms by Clark as the reverse, and for the obverse, the first coinage portrait of Elizabeth's successor, Charles III (r. 2022– ), by Martin Jennings. Half sovereigns were issued in 2023, marking the coronation of Charles III, with a crowned bust of the king by Jennings on the obverse and with the Pistrucci design on the reverse. ## See also - Quarter sovereign – introduced in 2009
22,549,683
Singin' and Swingin' and Gettin' Merry like Christmas
1,161,125,029
1976 autobiography by Maya Angelou
[ "1976 non-fiction books", "African-American autobiographies", "Books by Maya Angelou", "English-language books", "Random House books" ]
Singin' and Swingin' and Gettin' Merry like Christmas is the third book of Maya Angelou's seven-volume autobiography series. Set between 1949 and 1955, the book spans Angelou's early twenties. In this volume, Angelou describes her struggles to support her young son, form meaningful relationships, and forge a successful career in the entertainment world. The work's 1976 publication was the first time an African-American woman had expanded her life story into a third volume. Scholar Dolly McPherson calls the book "a graphic portrait of the adult self in bloom" and critic Lyman B. Hagen calls it "a journey of discovery and rebirth". In Singin' and Swingin, Angelou examines many of the same subjects and themes in her previous autobiographies including travel, music, race, conflict, and motherhood. Angelou depicts the conflict she felt as a single mother, despite her success as a performer as she travels Europe with the musical Porgy and Bess. Her depictions of her travels, which take up 40 percent of the book, have roots in the African-American slave narrative. Angelou uses music and musical concepts throughout Singin' and Swingin'; McPherson calls it Angelou's "praisesong" to Porgy and Bess. Angelou's stereotypes about race and race relations are challenged as she interacts more with people of different races. During the course of this narrative, she changes her name from Marguerite Johnson to Maya Angelou for professional reasons. Her young son changes his name as well, from Clyde to Guy, and their relationship is strengthened as the book ends. ## Background Angelou followed her first two installations of her autobiography, I Know Why the Caged Bird Sings (1969) and Gather Together in My Name (1974), with Singin' and Swingin' and Gettin' Merry like Christmas, published in 1976. It marked the first time a well-known African-American woman writer had expanded her life story into a third autobiography. She also published two volumes of poetry: Just Give Me a Cool Drink of Water 'fore I Diiie (1971), which was nominated for a Pulitzer Prize, and Oh Pray My Wings Are Gonna Fit Me Well (1975). Angelou had become recognized and highly respected as a spokesperson for Blacks and women. It made her, as scholar Joanne Braxton stated, "without a doubt ... America's most visible black woman autobiographer". Writer Hilton Als calls Angelou, along with feminist diarirst Anaïs Nin, "pioneers of self-exposure, willing to turn a spotlight on their own sometimes questionable exploits and emotional shortcomings". Angelou, unlike African-American women autobiographers who wrote during the 19th and early 20th centuries, was able to use herself as the main character in her books. Writer Julian Mayfield, who calls I Know Why the Caged Bird Sings "a work of art that eludes description", states that Angelou's work set a precedent in describing "the black experience" in African-American literature. While Angelou was composing her second autobiography, Gather Together in My Name (1974), she was concerned about how her readers would react to her disclosure that she had been a prostitute. Her husband Paul du Feu talked her into writing about it anyway, encouraging her to "tell the truth as a writer" and "be honest about it". ## Title According to Angelou, the book's title came from the rent parties of the 1920s and 1930s, where people would pay the host an inexpensive entry fee and then eat and drink throughout the weekend. As she stated, people would "sing and swing and get merry like Christmas so one would have some fuel with which to live the rest of the week". These parties, also called "parlor socials", were attended by members of the working class who were unable to afford to go to Harlem's more expensive clubs. As critic Mary Jane Lupton stated: "The concept of the rent party helps describe Angelou's position ... She is a single mother from the South who goes to California and sings and swings for a living. She entertains others for little money as a singer, B-girl, and dancer, without getting very merry at all." Scholar Sondra O'Neale described the phrase as "a folkloric title symbolic of the author's long-deserved ascent to success and fulfillment". Lupton writes that the title is based upon a simile, a literary technique Angelou often uses in Singin' and Swingin' and throughout her books. Lupton also considered the title "ironic"; Angelou uses positive words like singin' and swingin' that reflect several meanings related to the text. These words describe the beginnings of Angelou's career as an entertainer, but the irony in the terms also depict the conflict Angelou felt about her son. The words "gettin' merry like Christmas" are also ironic: "Singin' and Swingin' and Gettin' Merry like Christmas was Angelou's most unmerry autobiography." Because music is one of the book's themes, Angelou uses abbreviated verb endings in her title that reflect Black dialect and evoke the sound of a blues singer. ## Plot summary Singin' and Swingin opens shortly after Angelou's previous autobiography, Gather Together in My Name. Marguerite (or Maya), a single mother with a young son, is in her early twenties, struggling to make a living. Angelou writes in this book, like her previous works, about the full range of her own experiences. As scholar Dolly McPherson states: "When one encounters Maya Angelou in her story, one encounters the humor, the pain, the exuberance, the honesty, and the determination of a human being who has experienced life fully and retained her strong sense of self." Many people around Angelou influence her growth and, as critic Lyman B. Hagen states, "propel Angelou ever forward". The book's opening chapters find Maya concerned with, as Hagen asserts, "apprehension about her son, a desire for a home, and facing racial conflicts, and seeking a career". Maya is offered a job as a salesperson in a record shop on Fillmore Street in San Francisco. At first she greets her white boss' offers of generosity and friendship with suspicion, but after two months of searching for evidence of racism, Maya begins to "relax and enjoy a world of music". The job allows her to move back into her mother's house and to spend more time with her son. While working in the store, Maya meets Tosh Angelos, a Greek sailor. They fall in love, and he is especially fond of her son. Against her mother's wishes, Maya marries Tosh in 1952. At first, the marriage is satisfying, and it seems that Maya has fulfilled her dream of being a housewife, writing: "My life began to resemble a Good Housekeeping advertisement." Eventually, Maya resents Tosh's demands that she stay at home; she is also bothered by her friends' negative reaction to her interracial marriage. Maya is disturbed by Tosh's atheism and his control of her life, but does little to challenge his authority. After Tosh tells her son Clyde that there is no God, Maya rebels by secretly attending Black churches. After three years the marriage disintegrates when Tosh announces to Maya that he is "tired of being married". She goes into the hospital for an appendectomy, and after the operation, she announces her desire to return to her grandmother in Stamps, but Tosh informs her that Annie died the day of Maya's operation. A single mother once again, Maya begins to find success as a performer. She gets a job dancing and singing at The Purple Onion, a popular nightclub in San Francisco; on the recommendation of the club's owners, she changes her name from Marguerite Johnson to the "more exotic" "Maya Angelou". She gains the attention of talent scouts, who offer her a role in Porgy and Bess; she turns down the part, however, because of her obligations to The Purple Onion. When her contract expires, Maya goes to New York City to audition for a part opposite Pearl Bailey, but she turns down the offered role to join a European tour of Porgy and Bess. Leaving Clyde with her mother, Maya travels to 22 countries with the touring company in 1954 and 1955, expressing her impressions about her travels. She writes the following about Verona: "I was really in Italy. Not Maya Angelou, the person of pretensions and ambitions, but me, Marguerite Johnson, who had read about Verona and the sad lovers while growing up in a dusty Southern village poorer and more tragic than the historic town in which I now stood." Despite Maya's success with Porgy and Bess, she is racked with guilt and regret about leaving her son behind. After receiving bad news about Clyde's health, she quits the tour and returns to San Francisco. Both Clyde and Maya heal from the physical and emotional toll caused by their separation, and she promises never to leave him again. Clyde also announces that he wants to be called "Guy". As Angelou writes: "It took him only one month to train us. He became Guy and we could hardly remember ever calling him anything else." Maya is true to her promise; she accepts a job performing in Hawaii, and Guy goes with her. At the close of the book, mother and son express pride in each other. When he praises her singing, she writes: "Although I was not a great singer I was his mother, and he was my wonderful, dependently independent son." ## Style and genre According to Lupton, Angelou's choice to continue telling her life story into a third volume affects her point of view because it and her previous autobiographies, which are told in three distinct but connected segments, are linked to each other "by the changing central character and by the first-person point of view". Also according to Lupton, Angelou, in Singin' and Swingin', which does not have the same kind of uniformity that other autobiographies have, deviates from autobiographies that are more contained and tends to "begin in a moment of revelation and to end at some decisive moment in the autobiographer's life". Her use of fiction-writing techniques such as dialogue, characterization, and thematic development has often led reviewers to categorize her books as autobiographical fiction. Angelou stated in a 1989 interview that she was the only "serious" writer to choose the genre to express herself. As critic Susan Gilbert states, Angelou reports not one person's story, but the collective's. Lupton insists that all of Angelou's autobiographies conformed to the genre's standard structure: they were written by a single author, they were chronological, and they contained elements of character, technique, and theme. In a 1983 interview with African-American literature critic Claudia Tate, Angelou calls her books autobiographies. When speaking of her unique use of the genre, Angelou acknowledges that she has followed the slave narrative tradition of "speaking in the first-person singular talking about the first-person plural, always saying I meaning 'we'". Angelou called working in this way "a responsibility", stating: "Trying to work with that form, the autobiographical mode, to change it, to make it bigger, richer, finer, and more inclusive in the twentieth century has been a great challenge for me." Angelou recognized that there are fictional aspects to all her books; she tended to "diverge from the conventional notion of autobiography as truth". Her approach parallels the conventions of many African-American autobiographies written during the abolitionist period in the US, when the truth was often censored for purposes of self-protection. Scholar George E. Kent has placed Angelou in the long tradition of the African-American autobiography but insists that she has created a unique interpretation of the autobiographical form. In a 1998 interview with journalist George Plimpton, Angelou discusses her writing process, and "the sometimes slippery notion of truth in nonfiction" and memoirs. When asked if she changed the truth to improve her story, she stated: "Sometimes I make a diameter from a composite of three or four people, because the essence in only one person is not sufficiently strong to be written about." Although Angelou has never admitted to changing facts in her stories, she has used the facts to make an impact on the reader. As Hagen states, "One can assume that 'the essence of the data' is present in Angelou's work." Hagen also states that Angelou "fictionalizes, to enhance interest". Angelou's long-time editor, Robert Loomis, agrees, stating that she could rewrite any of her books by changing the order of her facts to make a different impact on the reader. In Singin' and Swingin' and Gettin' Merry like Christmas, Angelou utilizes repetition as a literary technique. For example, she leaves her child in the care of his grandmother, just as her own mother left her and her older brother in the care of their grandmother in Caged Bird. Much of Singin' and Swingin′ delves into Angelou's guilt about accepting work that forces her to separate from her young son. As Angelou's friend, scholar Dolly McPherson states: "The saddest part of Singin' and Swingin' is the young Guy, who, though deeply loved by Angelou, seems to be shoved into the background whenever a need to satisfy her monetary requirements or theatrical ambitions arises." Despite her great success traveling Europe with the Porgy and Bess tour, she is distressed and full of indecision. For every positive description of her European experiences, there is a lament about Guy that "shuts off" these experiences and prevents her from enjoying the fruit of her hard work. ## Themes ### Travel Travel is a common theme in American autobiography as a whole; as McPherson states, it is something of a national myth to Americans as a people. This is also the case for African-American autobiography, which has its roots in the slave narrative. Like those narratives that focus on the writers' search for freedom from bondage, modern African-American autobiographers like Angelou seek to develop "an authentic self" and the freedom to find it in their community. As McPherson states, "The journey to a distant goal, the return home, and the quest which involves the voyage out, achievement, and return are typical patterns in Black autobiography." For Angelou, this quest takes her from her childhood and adolescence, as described in her first two books, into the adult world. McPherson sees Singin' and Swingin' as "a sunny tour of Angelou's twenties", from early years marked by disappointments and humiliation, into the broader world—to the white world and to the international community. In Angelou's first two volumes, the setting is limited to three places (Arkansas, Missouri, and California), while in Singin' and Swingin', the "setting breaks open" to include Europe as she travels with the Porgy and Bess company. Lupton states that Angelou's travel narrative, which takes up approximately 40 percent of the book, gives the book its organized structure, especially compared to Gather Together in My Name, which is more chaotic. Angelou, writing from the point of view of "an aware and articulate black woman who does not hesitate to make racial generalizations", divides her travel narrative into subgroups in Singin' and Swingin'. Her observations about race, gender, and class, as well as her presentation of herself as a character making those observations, serve to make the book more than a simple travel narrative. As a Black American, her travels around the world put her in contact with many nationalities and classes, expand her experiences beyond her familiar circle of community and family, and complicate her understandings of race relations. ### Race In Singin' and Swingin'', Angelou continues an examination of her experiences with discrimination, begun in her first two volumes. Critic Selwyn R. Cudjoe refers to "the major problem of her works: what it means to be Black and female in America". Cudjoe divides Singin' and Swingin' into two parts; in the first part, Angelou works out her relationships with the white world, and in the second part, she evaluates her interactions with fellow Black cast members in Porgy and Bess, as well as her encounters with Europe and Africa. Angelou comes into intimate contact with whites for the first time—whites very different from the racist people she encountered in her childhood. She discovers, as Cudjoe puts it, that her stereotypes of Whites were developed to protect herself from their cruelty and indifference. As McPherson states, "Conditioned by earlier experiences, Angelou distrusts everyone, especially whites. Nevertheless, she is repeatedly surprised by the kindness and goodwill of many whites she meets, and, thus, her suspicions begin to soften into understanding." Cudjoe states that in Singin' and Swingin, Angelou effectively demonstrates "the inviolability of the African American personhood", as well as her own closely guarded defense of it. In order for her to have any positive relationships with whites and people of other races, however, McPherson insists that Angelou "must examine and discard her stereotypical views about Whites". Lyman agrees and points out that Angelou re-examines her lingering prejudices when faced with the broader world full of whites. As Hagen also states, however, this is a complex process, since most of Angelou's experiences with whites are positive during this time. Cudjoe states that as the book's main protagonist, Angelou moves between the white and Black worlds, both defining herself as a member of her community and encountering whites in "a much fuller, more sensuous manner". In her third autobiography, Angelou is placed in circumstances that force her to change her opinions about whites, not an easy change for her. Louise Cox, the co-owner of the record store she frequents on Fillmore Street, generously offers Angelou employment and friendship. Angelou marries a white man, whose appreciation of Black music breaks her stereotype of whites. This is a difficult decision for Angelou, and she must justify it by rationalizing that Tosh is Greek, and not an American white. She was not marrying "one of the enemy", but she could not escape the embarrassment and shame when they encountered other Blacks. Later, she has a friendship among equals with her white co-workers, Jorie, Don, and Barrie, who assist her job quest at The Purple Onion. Cudjoe insists, "This free and equal relationship is significant to her in that it represents an important stage of her evolution toward adulthood." ### Music As Lupton states, there is "no doubt in the reader's mind about the importance of music" in Singin' and Swingin'''. Angelou's use of opposition and her doubling of plot lines is similar to the polyphonic rhythms in jazz music. McPherson labels Angelou a "blues autobiographer", someone who, like a blues musician, includes the painful details and episodes from her life. Music appears throughout Angelou's third autobiography, starting with the title, which evokes a blues song and references the beginnings of Angelou's career in music and performance. She starts Singin' and Swingin' the same way she starts Caged Bird: with an epigraph to set the tone. Here, the epigraph is a quotation from an unidentified three-line stanza in classic blues form. After the epigraph, "music" is the first word in the book. As the story opens, a lonely Angelou finds solace in Black music, and is soon hired as a salesgirl in a record store on Fillmore Street in San Francisco. She meets and falls in love with her first husband after she discovers their shared appreciation of Black music. After learning of her grandmother's death, her reaction, "a dazzling passage three paragraphs long" according to Lupton, is musical; not only does it rely upon gospel tradition, but is also influenced by African-American literary texts, especially James Weldon Johnson's "Go Down Death—A Funeral Sermon". After her divorce, Angelou earns a living for herself and her son with music and dance; this decision marks a turning point in her life. Angelou's new career seems, as Hagen asserts, to be propelled by a series of parties, evoking the title of this book. Hagen also calls her tour with Porgy and Bess "the biggest party by far of the book". McPherson calls Singin' and Swingin' "Angelou's praisesong" to the opera. Angelou has "fallen hopelessly in love with the musical", even turning down other job offers to tour with its European company. McPherson also calls Porgy and Bess "an antagonist that enthralls Angelou, beckoning and seducing her away from her responsibilities". As Lupton states, Porgy and Bess is Angelou's "foundation for her later performances in dance, theater, and song". ### Conflict Conflict, or Angelou's presentation of opposites, is another theme in Singin' and Swingin' and Gettin' Merry like Christmas. As Lupton states, Angelou constructs a plot by mixing opposing events and attitudes, which she calls Angelou's "dialectical method". The book is full of conflicts: in Angelou's marriage, her feelings between being a good mother and a successful performer, the stereotypes about other races, and her new experiences with whites. Lupton believes this presentation of conflict is what makes Angelou's writing "brilliant"; Lupton finds that the strength of Singin' and Swingin' comes, in part, from Angelou's duplication of conflicts underlying the plot, characters, and thought patterns in the book. Lupton adds: "Not many other contemporary autobiographers have been able to capture, either in a single volume or in a series, the opposition of desires that is found in Singin' and Swingin' and Gettin' Merry like Christmas and, to a lesser extent, in Angelou's other volumes." Even the closing sentence of the book ("Although I was not a great singer I was his mother, and he was my wonderful, dependently independent son") demonstrates Angelou's dialectical construction, sums up the contradictions of Angelou's character, and alludes to mother/son patterns in her later books. ### Motherhood As Lupton states, motherhood is a "prevailing theme" throughout Angelou's autobiographies: "Angelou presents a rare kind of literary model, the working mother." In Singin' and Swingin', Angelou finds herself in a situation "very familiar to career women with children", and is forced to choose between being a loving mother or a "fully realized person". As scholar Sondra O'Neale puts it, in this book Angelou sheds the image of "unwed mother" with "a dead-end destiny" that had followed her throughout her previous autobiography. Angelou's need for security for her young son motivates her choices in Singin' and Swingin', especially her decision to marry Tosh Angelos. The book has been called "a love song to Angelou's son" even though she feels a deep sense of guilt and regret when she has to leave him to tour with Porgy and Bess, which prevents her from fully enjoying the experience. Guy, like his mother, also changes him name as the story progresses and he becomes an intelligent, sensitive young man. As Guy grows, so does his mother; Hagen states that their growth moves Angelou's story forward. When Angelou discovers how deeply their separation injures Guy, she leaves the Porgy and Bess tour before it ends, at great personal cost. By the end of the book, their bond is deepened and she promises never to leave him again. As Hagen states, Maya embraces the importance of motherhood, just as she had done at the end of her previous autobiographies. ## Critical reception Like Angelou's two previous autobiographies, Singin' and Swingin' received mostly positive reviews. Kathryn Robinson of the School Library Journal predicts that the book would be as enthusiastically received as the earlier installments in Angelou's series, and that the author had succeeded in "sharing her vitality" with her audience. Linda Lipnack Kuehl of the Saturday Review, although she prefers the rhythm of Caged Bird, found Singin' and Swingin "very professional, even-toned, and ... quite engaging". Kuehl also finds that Angelou's story translates smoothly to the printed page. R.E. Almeida of the Library Journal finds the book "a pleasant sequel", one in which Angelou's "religious strength, personal courage, and ... talent" was apparent in its pages. One negative review was written by Margaret McFadden-Gerber in Magill's Literary Annual, who found the book disappointing and felt that it lacked the power and introspection of Angelou's previous books. At least one reviewer expresses disappointment that Angelou did not use her status to effect any political change in Singin' and Swingin'.'' Critic Lyman B. Hagen responds to this criticism by stating that Angelou's status during the events she describes in this autobiography did not lend itself to that kind of advocacy, and that as a person, Angelou had not evolved into the advocate that she would become later in her life. Reviewer John McWhorter finds many of the events Angelou describes throughout all of her autobiographies incoherent and confusing, and in need of further explanation as to her motives and reasons for her behavior. For example, McWhorter suggests that Angelou does a poor job of explaining her reasons for her marriage to Tosh Angelos, as well as their divorce. "In an autobiography in which a black woman marries outside of her race in the 1950s, we need to know more."
6,393,260
Glynn Lunney
1,154,239,360
NASA engineer (1936–2021)
[ "1936 births", "2021 deaths", "American aerospace engineers", "Engineers from Pennsylvania", "NASA flight controllers", "People from Old Forge, Lackawanna County, Pennsylvania", "Presidential Medal of Freedom recipients", "University of Detroit Mercy alumni", "University of Scranton alumni" ]
Glynn Stephen Lunney (November 27, 1936 – March 19, 2021) was an American NASA engineer. An employee of NASA since its creation in 1958, Lunney was a flight director during the Gemini and Apollo programs, and was on duty during historic events such as the Apollo 11 lunar ascent and the pivotal hours of the Apollo 13 crisis. At the end of the Apollo program, he became manager of the Apollo–Soyuz Test Project, the first collaboration in spaceflight between the United States and the Soviet Union. Later, he served as manager of the Space Shuttle program before leaving NASA in 1985 and later becoming a vice president of the United Space Alliance. Lunney was a key figure in the US human spaceflight program from Project Mercury through the coming of the Space Shuttle. He received numerous awards for his work, including the National Space Trophy, which he was given by the Rotary Club in 2005. Chris Kraft, NASA's first flight director, described Lunney as "a true hero of the space age", saying that he was "one of the outstanding contributors to the exploration of space of the last four decades". ## Early life and NACA career Glynn Stephen Lunney was born in the coal city of Old Forge, Lackawanna County, Pennsylvania, on November 27, 1936, the eldest son of William Lunney, a welder and former miner who encouraged his son to get an education and to find a job beyond the mines, and his wife Helen Glynn Lunney. That family's surname rhymes with "sunny". He graduated from the Scranton Preparatory School in 1953. A childhood interest in model airplanes prompted Lunney to study engineering in college. After attending the University of Scranton (1953–1955), he transferred to the University of Detroit, where he enrolled in the cooperative training program run by the Lewis Research Center in Cleveland, Ohio. The center was a part of the National Advisory Committee for Aeronautics (NACA), a United States federal agency founded to promote aeronautical research. Cooperative students at NACA took part in a program that combined work and study, providing a way for them to fund their college degrees while gaining experience in aeronautics. Lunney graduated from college in June 1958, with a Bachelor of Science degree in aerospace engineering. After graduation, Lunney remained with NACA. His first job was as a researcher in aerospace dynamics at Lewis Research Center, where he worked with a team studying the thermodynamics of vehicles during high-speed reentry. Using a B-57 Canberra bomber, the team sent small rockets high into the atmosphere in order to measure their heating profile. ## NASA career ### Mercury Only a month after Lunney graduated, President Eisenhower signed into existence the National Aeronautics and Space Administration (NASA), into which NACA was subsumed. His timing was perfect, for as Lunney later said, "there was no such thing as space flight until the month I got out of college". Lunney was soon transferred to Langley Research Center in Hampton, Virginia, where in September 1959 he became a member of the Space Task Group, which was the body given responsibility for the creation of NASA's human spaceflight program. Aged twenty-one, he was the youngest of the forty-five members of the group. His first assignment was with the Control Center Simulation Group, which planned the simulations used to train both flight controllers and astronauts for the as-yet unknown experience of human spaceflight. A member of the Flight Operations Division, Lunney was one of the engineers responsible for planning and creating procedures for Project Mercury, America's first human spaceflight program. He took part in the writing of the first set of mission rules, the guidelines by which both flight controllers and astronauts operated. During Mercury, Lunney became, after Tecwyn Roberts, the second man to serve as the Flight Dynamics Officer (FIDO) in the Mercury Control Center, controlling the trajectory of the spacecraft and planning adjustments to it. Lunney's colleague Gene Kranz described him as "the pioneer leader of trajectory operations, who turned his craft from an art practiced by a few into a pure science". It was during these years that Lunney became the protege of flight director Chris Kraft. He was sometimes referred to as "the son of Chris Kraft." Lunney worked both in the Control Center and at remote sites; during the flight of John Glenn, America's first orbital spaceflight, he was serving as the FIDO in Bermuda. In September 1961, NASA's Space Task Group was reorganized into the Manned Spacecraft Center and moved to Houston, Texas, and Lunney moved with it. In Houston, he became head of the Mission Logic and Computer Hardware section, where he defined and oversaw the computing and display requirements of the flight dynamics division within the new Mission Control Center. ### Gemini Gemini was a step forward for NASA's human spaceflight program: the Gemini capsule was larger and more advanced than Mercury, capable of supporting two men for up to a two-week mission. Because of the longer mission durations, Mission Control began to be staffed in shifts. In 1964, Lunney and Kranz were selected by Kraft to join him and his deputy John Hodge as flight directors. Aged only twenty-eight, Lunney was the youngest of the four. Lunney was stationed in Bermuda for the uncrewed Gemini 2 mission. He worked backup on Gemini 3, taking charge of the newly established Mission Control Center in Houston, at a time when flights were still controlled from Cape Canaveral in Florida. On Gemini 4, he again was working backup, this time in Florida, supporting the first mission that was controlled entirely from Houston. After spending some time on uncrewed testing for the Apollo program, he returned to work as a flight director on Gemini 9 and Gemini 11 and lead flight director on, Gemini 10 and Gemini 12. ### Apollo As with Project Mercury, Lunney was involved in Project Apollo right from the beginning. He took charge of the "boilerplate" tests of the Apollo abort escape system at White Sands, which took place during the Gemini program, and was flight director during the first uncrewed Saturn V test flight, SA-501. Lunney was not scheduled to serve as a flight director on the first crewed Apollo mission, later known as Apollo 1. During the countdown demonstration test that resulted in the Apollo 1 fire, Lunney was at home having dinner with astronaut Bill Anders and his wife, and was called into Mission Control when the fire occurred. It was, as he recalled, "a tremendous punch in the stomach to all of us". The aftermath of the fire, in which three astronauts were killed, left Lunney and his colleagues at NASA feeling that they had perhaps failed to recognize the risks they were running in their efforts to meet Kennedy's timetable of landing a man on the Moon by the end of the decade and bringing him safely back to Earth. "Maybe," said Lunney over thirty years later, "we had gotten a little overconfident". Lunney attracted significant media attention in 1968, when he worked as lead flight director on Apollo 7, the first of the crewed Apollo flights. Coming as it did after the Apollo 1 fire, the mission was an important test for the Apollo program, and was stressful for astronauts and controllers alike. Lunney had primary responsibility for dealing with the mission commander, Wally Schirra, who repeatedly questioned orders from the ground. Although pressed by reporters in news conferences, Lunney stayed diplomatic and said nothing critical of Schirra. Privately, however, he was exasperated, and later assured his team of young controllers that "manned spaceflight is usually better than this". He was diplomatic about Donn Eisele's sarcastic comment to the CAPCOM that he would "like to meet the man, or whomever it was, that dreamed up that little gem." The "gem" turned out to be Lunney's. As a flight director Lunney was known for his good memory and his unusually quick thought processes—traits that could sometimes prove problematic for his team of flight controllers. "Glynn would drive you crazy", said Jay Greene, a fellow controller, "because his mind would race so fast that he could churn out action items quicker than you could absorb, much less answer." He was the lead flight director again during the Apollo 10 mission, a dress rehearsal for the Apollo 11 Moon landing. During the Apollo 13 crisis, Lunney played a key role. Coming on shift an hour after the oxygen tank explosion that put the crew's lives in jeopardy, Lunney and his team faced the unprecedented challenge of having to power up the Lunar Module on an extremely tight timeline, while transferring guidance and navigation data to it from the dying command module. His excellent memory and quick thinking were critical in the success of his team during the ensuing hours. Ken Mattingly, the astronaut who had been bumped from the Apollo 13 crew due to his exposure to German measles, later called Lunney's performance "the most magnificent display of personal leadership that I've ever seen." On the day following the Apollo 13 splashdown, Lunney joined his fellow flight directors in accepting the Presidential Medal of Freedom as a member of the Apollo 13 mission operations team. ### Apollo–Soyuz Test Program In 1970, while still a flight director, Lunney was selected as one of the members of a NASA delegation to the Soviet Union, which was to discuss the possibility of cooperation between the two countries in the field of human spaceflight. "For me it was out of the clear blue sky", said Lunney, who was told of the plans while at a conference in early October. "I did not know anything about [the proposed talks] until that time." The trip took place in late October. While in Moscow, Lunney gave a presentation to Soviet engineers on the techniques that NASA used for orbital rendezvous, and on the compromises that would have to be made in order to achieve a rendezvous between American and Soviet spacecraft. The technical agreement that he helped to draft laid the groundwork for the mission which was to become the Apollo–Soyuz Test Project (ASTP). It was intended to be a joint mission, whose highlight was to be a docking between an American Apollo spacecraft and a Soviet Soyuz. Lunney was named technical director of the ASTP in the following year. As technical director, he made several more trips to the Soviet Union, helping to negotiate the seventeen-point agreement that would govern the conduct of the mission. He also took part in working groups in Houston that dealt with the technical details of the project. A New York Times profile reported that he was taking Russian lessons in order to be better prepared for the role. On June 13, 1972, Lunney was given overall responsibility for the test project; henceforth he would be in charge not only of building a partnership with the Soviets, but also of mission planning and of negotiating with North American Rockwell, the spacecraft contractor. According to the official history of the ASTP, Lunney's performance during Apollo 13 and during the Soviet negotiations had recommended him to Chris Kraft, who was by then director of Johnson Space Center. In 1973, Lunney became manager of the Apollo Spacecraft Program Office, a position which gave him responsibility for the Apollo spacecraft used during Skylab missions, as well giving him more authority in his role as head of the ASTP. The ASTP mission took place in July 1975. It was criticized by some journalists as a "costly space circus", who felt that it wasted NASA funds that could have been better spent on projects such as Skylab. However, Lunney supported the project, saying in a later interview that he did not believe the cooperation necessary to build the International Space Station would have been possible if ASTP had not laid the groundwork for it. ### Space Shuttle After the ASTP mission was completed, Lunney became manager of the Shuttle Payload Integration and Development Program. During this period, it was anticipated that NASA's space shuttle fleet would be flying very frequent missions, and carrying commercial payloads as well as flying missions for government organizations such as the Department of Defense and the Jet Propulsion Laboratory. The payload integration program was responsible for determining how the various demands of these customers could be satisfied, and how mixed payloads could best be physically accommodated within the cargo bay of the shuttle. During these years Lunney also spent time working at NASA Headquarters in Washington, D.C., as Deputy Associate Administrator for Space Flight and later as Acting Associate Administrator for Space Transportation Operations. In 1981, Lunney became manager of the Space Shuttle program, a high-level position where Lunney found himself responsible for setting the agenda for the developing program. His responsibilities were broad ones; they included supervising program planning, budgeting and scheduling; systems engineering; and mission planning. During the earlier shuttle flights he was involved in determining whether the weather was suitable for launch, but in later years that responsibility was largely devolved to lower levels of the hierarchy. Many of his colleagues had expected Lunney to succeed his mentor, Kraft, as director of Johnson Space Center; Neil Hutchinson, a fellow flight director, later commented that Lunney "was sort of the anointed one". However, when Kraft retired in 1982, former Apollo flight director Gerry Griffin was offered the position instead. In 1985, Lunney decided to leave NASA, feeling that the Space Shuttle program had worn him out physically and mentally and that he was ready for a new type of challenge. Although he had retired from NASA the year before, he was called to testify before the U.S. House Committee on Science and Technology in the aftermath of the Challenger accident. While still manager of the shuttle program, he had signed the "Criticality 1" waiver that allowed Challenger to launch even though the joints of its solid rocket boosters had recently been redefined as non-redundant systems. His actions were not unusual in the context of NASA practice at the time, which allowed a "walk through" of such potentially controversial waivers if no debate was expected. ## Career at Rockwell Upon leaving NASA in 1985, Lunney took a position at Rockwell International, the contractor responsible for the construction, operation, and maintenance of the Space Shuttle. At first he worked in California, managing a Rockwell division that was building satellites for the Global Positioning System; this was his first experience with satellites. In 1990, he returned to Houston as President of the Rockwell Space Operations Company, which provided support for flight operations at Johnson Space Center and employed about 3,000 people. For Lunney, this represented a return to his roots in mission operations, which he had left twenty years before. In 1995, Rockwell joined forces with its competitor Lockheed Martin to form the United Space Alliance, a jointly owned organization created to provide operations support for NASA, as well as to take over some of the functions previously performed by NASA employees. At this point, Lunney became Vice President and Program Manager of the United Space Alliance's spaceflight operations in Houston; he stayed in this position until his retirement in 1999. ## Personal life While at Lewis Research Center, Lunney met Marilyn Kurtz, who worked there as a nurse. They were married in 1960 and had four children: Jennifer, Glynn Jr., Shawn, and Bryan. Their youngest son Bryan also pursued a career at NASA, becoming a flight director in 2001 and retiring in 2011. Lunney and his son Bryan were the first multi-generational flight directors to have served NASA. During his leisure hours, Lunney enjoyed sailing; during the 1960s the family owned a twenty-foot sailboat which they took out on Galveston Bay, and he occasionally dreamed of going with his wife and children on an ocean cruise lasting for months. In his retirement he enjoyed golf, saying that "I have come to realize that golf will not be mastered, but will continue to be humbling." Described as "legendary" by NASA, Lunney died on March 19, 2021, at his home in Clear Lake, Texas, at the age of 84. He had been treated for leukemia for several years, but according to his family he succumbed to stomach cancer. ## Awards and honors Lunney was a Fellow of the American Astronomical Society and of the American Institute of Aeronautics and Astronautics. In 1971, he was awarded an honorary Doctorate from the University of Scranton. He received many awards from NASA, including three Group Achievement Awards, two Exceptional Service Medals and three Distinguished Service Medals. In 2005, he received the National Space Trophy from the Rotary National Award for Space Achievement Foundation. The award is given to individuals who have made an outstanding and career-spanning contribution to America's space program. Previous winners have included Chris Kraft and Neil Armstrong. "Lunney's innovation and dedication to the U.S. space flight program", said the RNASA Advisor General, "has set a standard for current and future generations of space explorers. As a manager, he inspired his employees to do their best work and offered direction and encouragement to his team when challenges arose; as an explorer, he always looked toward the future and saw the endless possibilities and benefits of man's journey into space." In 2008 he received the Elmer A. Sperry Award, jointly with Thomas P. Stafford, Alexey Leonov and Konstantin Bushuyev, for their work on the Apollo–Soyuz mission and the Apollo–Soyuz docking interface design. ## In films In the 1995 film Apollo 13, Glynn Lunney was portrayed by Marc McClure. McClure had a relatively minor role leading writer Charles Murray to lament that Lunney was "barely visible in the movie", being overshadowed by the focus on Lunney's fellow flight director Gene Kranz. "Without slighting Kranz's role", Murray commented, "the world should remember that it was Glynn Lunney ... who orchestrated a masterpiece of improvisation that moved the astronauts safely to the lunar module while sidestepping a dozen potential catastrophes that could have doomed them." "They didn't give me credit for any of the work that I did," Lunney said in 2019. "As a matter of fact, if you watch the movie, you'll see I'm sort of portrayed as a flunky." In the 2020 television miniseries The Right Stuff, Lunney was played by Jackson Pace. ## Select publications - Lunney, G. S. and K. C. Weston. (1959). "Heat-Transfer Measurements on an Air-Launched, Blunted Cone-Cylinder Rocket Vehicle to Mach 9.7". NASA-TM X-84. Cleveland, Ohio: NASA Lewis Research Center. - Lunney, G. S., L. C. Dunseith, and J. F. Dalby. (1960). "Project Mercury: Methods and Pertinent Data for Project Mercury Flight Computing Requirements". NASA-TM-X-69335. Hampton, Virginia: NASA Langley Research Center. - Lunney, G. S. (1964). "Launch-Phase Monitoring". In Manned Spacecraft: Engineering Design and Operation. Ed. Paul E. Purser, Maxime A. Faget, and Norman F. Smith. New York: Fairchild Publications, Inc.
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Mick Jagger
1,173,643,233
British singer (born 1943)
[ "1943 births", "2012 Summer Olympics cultural ambassadors", "20th-century English male actors", "20th-century English male singers", "21st-century English male actors", "21st-century English male singers", "All-Stars (band) members", "Alumni of the London School of Economics", "Atlantic Records artists", "British hard rock musicians", "British harmonica players", "British rhythm and blues boom musicians", "Columbia Records artists", "English blues singers", "English expatriates in France", "English expatriates in the United States", "English film producers", "English male film actors", "English male guitarists", "English male singer-songwriters", "English multi-instrumentalists", "English patrons of music", "English people of Australian descent", "English philanthropists", "English record producers", "English rhythm and blues musicians", "English rhythm and blues singers", "English rock guitarists", "English rock singers", "English singer-songwriters", "Golden Globe Award-winning musicians", "Honorary Fellows of the London School of Economics", "Ivor Novello Award winners", "Knights Bachelor", "Living people", "Male actors from Kent", "Mick Jagger", "Musicians awarded knighthoods", "Musicians from Kent", "People educated at Dartford Grammar School", "People from Dartford", "People from East Woodhay", "People from Wilmington, Kent", "Singers awarded knighthoods", "SuperHeavy members", "The Rolling Stones members", "Universal Music Group artists" ]
Sir Michael Philip Jagger (born 26 July 1943) is an English singer, songwriter and musician. He is the frontman and one of the founder members of the rock band the Rolling Stones. Jagger and guitarist Keith Richards have written most of the band's songs together; their songwriting partnership is one of the most successful in history, and they continue to collaborate musically. His career has spanned over six decades, and he has been widely described as one of the most popular and influential frontmen in the history of rock music. His distinctive voice and energetic live performances, along with Richards' guitar style, have been the Rolling Stones' trademark throughout the band's career. Jagger gained notoriety for his romantic involvements and illicit drug use, and has often been portrayed as a countercultural figure. Jagger was born and grew up in Dartford. He studied at the London School of Economics before abandoning his studies to focus on his career with the Rolling Stones. In the late 1960s, Jagger starred in the films Performance (1970) and Ned Kelly (1970), to mixed receptions. Beginning in the 1980s, he released a number of solo works, including four albums and the single "Dancing in the Street", a 1985 duet with David Bowie that reached No. 1 in the UK and Australia and was a top-ten hit in other countries. In the 2000s, Jagger co-founded a film production company, Jagged Films, and produced feature films through the company beginning with the 2001 historical drama Enigma. He was also a member of the supergroup SuperHeavy from 2009 to 2011. Although relationships with his bandmates, particularly Richards, deteriorated during the 1980s, Jagger has always found more success with the Rolling Stones than with his solo and side projects. He was married to Bianca Pérez-Mora Macias from 1971 to 1978, and has had several other relationships; he has eight children with five women. In 1989, Jagger was inducted into the Rock and Roll Hall of Fame and, in 2004, into the UK Music Hall of Fame with the Rolling Stones. As a member of the Rolling Stones and as a solo artist, he reached No. 1 on the UK and US singles charts with 13 singles, the top 10 with 32 singles and the top 40 with 70 singles. In 2003, he was knighted for his services to popular music. The genus Jaggermeryx naida and the type species Aegrotocatellus jaggeri are named for him. Jagger is credited with being a trailblazer in pop music and with bringing a style and sexiness to rock and roll that have been imitated and proven influential with subsequent generations of musicians. ## Early life and education Jagger was born into a middle-class family in Dartford, Kent, on 26 July 1943. His father, Basil Fanshawe "Joe" Jagger, was a gymnast and physical education teacher who helped popularise basketball in Britain. His paternal grandfather, David Ernest Jagger, was also a teacher. His mother, Eva Ensley Mary (née Scutts), born in Sydney but of English descent, was a hairdresser who was politically active in the Conservative Party in the United Kingdom. His parents were married in 1940 at Holy Trinity Church in Dartford. Jagger's younger brother, Chris (born 19 December 1947), is also a musician, and the two have performed together. Although he was encouraged to follow his father's career path growing up, Jagger has said, "I always sang as a child. I was one of those kids who just liked to sing. Some kids sing in choirs; others like to show off in front of the mirror. I was in the church choir and I also loved listening to singers on the radio—the BBC or Radio Luxembourg—or watching them on TV and in the movies." In September 1950, Keith Richards and Jagger first met as classmates at Wentworth Primary School in Dartford, prior to the Jagger family's 1954 move to Wilmington, Kent. The same year he passed the eleven-plus examination and attended Dartford Grammar School, which now has the Mick Jagger Centre performing arts venue. Jagger and Richards lost contact with each other when they went to different schools. In the mid-1950s, Jagger began his music career, forming a garage band with his friend Dick Taylor. They played songs by Muddy Waters, Chuck Berry, Little Richard, Howlin' Wolf, and Bo Diddley. Jagger met Richards again on 17 October 1961 on Platform Two of Dartford railway station. The Chuck Berry and Muddy Waters records Jagger was carrying revealed a shared interest in rhythm and blues. A musical partnership began shortly afterwards. Richards and Taylor often met Jagger at his house. In late 1961, the meetings moved to Taylor's house, where Alan Etherington and Bob Beckwith joined the trio. The quintet called themselves the Blues Boys. Jagger left school in 1961 after passing seven O-levels and two A-levels. He and Richards moved into a flat at Edith Grove in Chelsea, London, with guitarist Brian Jones. While Richards and Jones planned to start their own rhythm and blues group, Jagger continued to study finance and accounting on a government grant as an undergraduate student at the London School of Economics. He had seriously considered becoming either a journalist or a politician, comparing the latter to a pop star. Brian Jones, using the name Elmo Lewis, began working at the Ealing Club, where a loose music ensemble known as Blues Incorporated was performing, under the leadership of Alexis Korner. Jones, Richards, and Jagger began playing with the group, with Jagger eventually becoming the band's lead singer. Jones, Richards, and Jagger began meeting on their own to practise, establishing the foundation for what would become the Rolling Stones. ## The Rolling Stones ### 1960s At the beginning of the Rolling Stones' founding in the early 1960s, the band mostly played for no money at a basement club opposite London's Ealing Broadway tube station, which was subsequently named Ferry's Club. The group had very little equipment and borrowed Korner's gear to play. Their first appearance, under the name the Rollin' Stones, after one of their favourite Muddy Waters songs, was performed at the Marquee Club, a London jazz club, on 12 July 1962. They later changed their name to the Rolling Stones, since it seemed more formal. The initial band members included Jagger, Richards, Jones, Ian Stewart on piano, Dick Taylor on bass, and Tony Chapman on drums, but Richards wrote in Life, his memoir, that, "The drummer that night was Mick Avory—not Tony Chapman, as history has mysteriously handed it down..." In June 1963, the band began a five-month residency at Eel Pie Island Hotel, which the BBC later credited with shaping the band's career. That autumn, Jagger left the London School of Economics to pursue a musical career with the Rolling Stones. The group initially played songs by American rhythm and blues artists, including Chuck Berry and Bo Diddley. The band's first two UK No. 1 hits were cover versions, "It's All Over Now" by Bobby Womack and "Little Red Rooster" by Willie Dixon. Encouraged by manager Andrew Loog Oldham, Jagger and Richards soon began writing their own songs. Their songwriting partnership took time to develop; one of their early compositions was "As Tears Go By", a song written for Marianne Faithfull, a young singer Loog Oldham was promoting. For the Rolling Stones, the duo wrote "The Last Time", the group's third No. 1 single in the UK, based on "This May Be the Last Time", a traditional Negro spiritual song recorded by the Staple Singers in 1955. Jagger and Richards also wrote their first international hit, "(I Can't Get No) Satisfaction". It established the Rolling Stones' image as defiant troublemakers in contrast to the Beatles as "lovable moptop[s]". Jagger told Stephen Schiff in a 1992 Vanity Fair profile: > I wasn't trying to be rebellious in those days; I was just being me. I wasn't trying to push the edge of anything. I'm being me and ordinary, the guy from suburbia who sings in this band, but someone older might have thought it was just the most awful racket, the most terrible thing, and where are we going if this is music?... But all those songs we sang were pretty tame, really. People didn't think they were, but I thought they were tame. The group's first albums, including Out of Our Heads, Aftermath, and Between the Buttons, were largely unsuccessful commercially. In 1967, Jagger, Richards, and Jones were hounded by authorities over their recreational drug use after the News of the World published a three-part feature, "Pop Stars and Drugs: Facts That Will Shock You". The feature described alleged LSD parties hosted by the Moody Blues and attended by the Who's Pete Townshend and Cream's Ginger Baker, and alleged admissions of drug use by leading pop musicians. The first article targeted Donovan, who was raided and charged soon after the feature aired. The second instalment, published on 5 February, targeted the Rolling Stones. A reporter who contributed to the story spent an evening at the London club Blaise's, where a member of the Rolling Stones allegedly took several Benzedrine tablets, displayed a piece of hashish, and invited his companions back to his flat for a "smoke". The article claimed this was Mick Jagger, but it turned out to be a case of mistaken identity; the reporter had been eavesdropping on Brian Jones. Two days after the article was published, Jagger filed a writ for libel against the News of the World. Jagger and Richards were later arrested on drug charges and given unusually harsh sentences. Jagger was sentenced to three months' imprisonment for possession of four over-the-counter pep pills he had purchased in Italy, and Richards was sentenced to one year in prison for allowing cannabis to be smoked on his property. The traditionally conservative editor of The Times, William Rees-Mogg, wrote an article critical of the sentences. On appeal, Richards' sentence was overturned and Jagger's was amended to a conditional discharge, although he spent one night in London's Brixton Prison. The Rolling Stones continued to face legal battles for the next decade. By the release of the Stones' album Beggars Banquet, Brian Jones was contributing only sporadically to the band. Jagger said Jones was "not psychologically suited to this way of life". His drug use became a hindrance, and he could not obtain a US visa. Richards reported that in a June meeting with Jagger, Richards and Watts were at Jones' house, and Jones admitted he was unable to "go on the road again". Jones left the band, saying, "I've left, and if I want to I can come back". On 3 July 1969, less than a month later, Jones drowned in the swimming pool at his home, Cotchford Farm, in Hartfield, East Sussex. When asked if he felt guilty about Jones's death, Jagger told Rolling Stone in 1995: > No, I don't really. I do feel that I behaved in a very childish way, but we were very young, and in some ways we picked on him. But, unfortunately, he made himself a target for it; he was very, very jealous, very difficult, very manipulative, and if you do that in this kind of a group of people you get back as good as you give, to be honest. I wasn't understanding enough about his drug addiction. No one seemed to know much about drug addiction. Things like LSD were all new. No one knew the harm. People thought cocaine was good for you. On 5 July 1969, two days after Jones' death, the Rolling Stones played a previously scheduled concert at Hyde Park, attended by 250,000 people, dedicating it as a tribute to Jones. It was their first concert with new guitarist, Mick Taylor, who replaced Jones. At the beginning of the Hyde Park concert, Jagger read an excerpt from Percy Bysshe Shelley's poem "Adonaïs", an elegy written on the death of John Keats, after which thousands of butterflies were released in Jones' memory. The band began the concert with "I'm Yours and I'm Hers", a song by Johnny Winter. During the concert, they band played three new songs from two forthcoming albums, "Midnight Rambler" and "Love in Vain", from Let It Bleed, released in December 1969, and "Loving Cup", which appeared on Exile on Main St., released May 1972. They also played "Honky Tonk Women", released as a single the previous day. On December 6, 1969 the Stones performed at the Altamont Free Concert music festival, in which Meredith Hunter was stabbed to death by a member of the Hells Angels Motorcycle Club after drawing a revolver and approaching the stage, which was seen as a threat to the band. Accounts of Hunter's reasoning for drawing the revolver were mixed. According to The Guardian music editor Hunter's death and the overall mood of festival goers "has become symbolic for the corruption of 1960s hippy idealism." Jagger later recalled to Robert Greenfield that he was "scared shitless" that, according to Rolling Stone, "he might be attacked on stage" by Hells Angels members who "felt they had been unfairly blamed for the disaster that left a Stones fan dead." ### 1970s In 1970, Jagger bought Stargroves, a manor house and estate near East Woodhay in Hampshire. The Rolling Stones and several other bands recorded there using the Rolling Stones Mobile Studio. In 1970, Nicolas Roeg's film Performance, produced in 1968 and featuring Jagger, was released. In the film, Jagger plays the role of Turner, a reclusive rock star. Keith Richards' girlfriend Anita Pallenberg also appeared in the film. Jagger and the rest of the Rolling Stones moved to Southern France as tax exiles in 1971 to avoid paying a 93 per cent supertax imposed by Harold Wilson's Labour government on the country's top earners. After the band's acrimonious split with their second manager, Allen Klein, in 1971, and Richards' heroin addiction, Jagger assumed control of the band's business affairs, leading to feuds between Jagger and Richards. Jagger has managed the group ever since, with Prince Rupert Loewenstein acting as business adviser and financial manager from 1968 until 2007. Jagger and the rest of the band changed their look and style as the 1970s progressed. While in France, Jagger learned to play guitar and contributed guitar parts for songs on Sticky Fingers (1971) and the Stones' subsequent albums except Dirty Work in 1986. For the Rolling Stones' highly publicised 1972 American tour, Jagger wore glam-rock clothing and glitter makeup on stage. Their interest in the blues had been made manifest on the 1972 album Exile on Main St. Music critic Russell Hall described Jagger's emotional singing on the gospel-influenced "Let It Loose", which appears on Exile on Main St., as the singer's best vocal achievement. In 1972, Jagger, Charlie Watts, Bill Wyman, Nicky Hopkins, and Ry Cooder released Jamming with Edward!, an album recorded during the band's Let It Bleed sessions. The album includes loose jams recorded while the rest of the Stones (reportedly) were waiting for Keith Richards to return to the studio. In November 1972, the band began recording sessions in Kingston, Jamaica, for the album Goats Head Soup, which was released in 1973 and reached No. 1 in both the UK and US. The album includes the song "Angie", a global hit that was the first in a string of commercially successful singles to emerge from tepidly received studio albums. The sessions for Goats Head Soup produced unused material, including "Waiting on a Friend", a ballad that was not released until the Tattoo You LP nine years later. Another legal battle over drugs, dating back to their stay in France, interrupted the making of Goats Head Soup. Authorities issued a warrant for Richards' arrest, and the other band members returned briefly to France for questioning related to the incident. Along with Jagger's 1967 and 1970 convictions on drug charges, this complicated the band's plans for their Pacific tour in early 1973. The band was denied permission to play in Japan and was nearly banned from playing in Australia. A European tour followed in September and October 1973, which bypassed France after Richards' arrest in England on drug charges. The 1974 album It's Only Rock 'n Roll was recorded in the Musicland Studios in Munich; it reached No. 2 in the UK and No. 1 in the US. Jagger and Richards produced the album credited as "the Glimmer Twins". The album and the single of the same name were both hits. Following Mick Taylor's exodus from the band in December 1974, the Stones needed a new guitarist. The recording sessions for the next album, Black and Blue (1976) (No. 2 in the UK, No. 1 in the US), in Munich provided an opportunity for some guitarists hoping to join the band to work while trying out. Several guitarists were auditioned, some without even knowing they were auditioning. Ronnie Wood, then the guitarist of the band Faces was selected and joined the band in 1975. Wood has sometimes functioned as a mediator in the group, especially between Jagger and Richards. His first full-length LP with the band was Some Girls (1978), on which they ventured into disco and punk, a move primarily led by Jagger. ### 1980s Following the success of Some Girls, the band released the album Emotional Rescue in mid-1980. During recording sessions for the album, a rift between Jagger and Richards began developing. Richards wanted to tour in the summer or autumn of 1980 to promote Emotional Rescue, but Jagger declined. Emotional Rescue hit the top of the charts on both sides of the Atlantic and the title track reached No. 3 in the US. In early 1981, the Rolling Stones reconvened and began touring the US that year, leaving little time to write and record a new album. The band's album Tattoo You, released in 1981, featured several outtakes, including "Start Me Up", the album's lead single that reached No. 2 in the US and ranked No. 22 on Billboard's Hot 100 year-end chart. Two songs, "Waiting on a Friend" (US No. 13), and "Tops", feature Mick Taylor's unused rhythm guitar tracks. Jazz saxophonist Sonny Rollins plays on three Tattoo You songs, "Slave", "Neighbours", and "Waiting on a Friend". The album reached No. 2 in the UK and No. 1 in the US. While continuing to tour and release albums with the Rolling Stones, Jagger began a solo career. According to a February 1985 article in Rolling Stone, Jagger did so to "establish an artistic identity for himself apart from the Rolling Stones" which was described as "his boldest attempt yet". Jagger started writing and recording material for his first solo album She's the Boss. Released on 19 February 1985, the album, produced by Nile Rodgers and Bill Laswell, features Herbie Hancock, Jeff Beck, Jan Hammer, Pete Townshend and the Compass Point All Stars. It sold well, and the single "Just Another Night" was a Top Ten hit. During this period, he collaborated with the Jacksons on the song "State of Shock", sharing lead vocals with Michael Jackson. In 1985, Jagger performed without the Rolling Stones at Live Aid, a multi-venue charity concert in 1985. Jagger performed at Philadelphia's JFK Stadium, where he also performed a duet of "It's Only Rock and Roll" with Tina Turner, highlighted by Jagger tearing away Turner's skirt, and a cover of "Dancing in the Street" with David Bowie, who was performing at Wembley Stadium in London. The video was shown simultaneously on the screens of both Wembley and JFK Stadiums. The song reached No. 1 in the UK the same year. Richards ended his heroin use and became more present in decision making, but Jagger was not accustomed to Richards' presence and did not like his authority over the band diminished. This led to a feud between Jagger and Richards that has been referred to as "World War III" with concern at the time that Jagger touring without the Stones could prove a "death sentence" for the band. When the Stones released Dirty Work in March 1986, Jagger's relations with Richards had reached an all-time low, leading Jagger to refuse to tour with the band to support the new album. Jagger responded, saying: > I think that one ought to be allowed to have one's artistic side apart from just being in the Rolling Stones. I love the Rolling Stones—I think it's wonderful, I think it's done a lot of wonderful things for music. But, you know, it cannot be, at my age and after spending all these years, the only thing in my life. Jagger released his second solo album, Primitive Cool, in 1987. Though it failed to match the commercial success of his debut solo album, it was critically well received. Richards released his first solo album, Talk is Cheap, shortly afterwards. Many felt the respective solo efforts marked the end of the Rolling Stones as a band. In 1988, Jagger produced the songs "Glamour Boys" and "Which Way to America" on Living Colour's album Vivid. Between 15 and 28 March, he also performed a solo concert tour in Japan, playing in Tokyo, Nagoya, and Osaka. Jagger and Richards reunited in the Barbados in 1988 and produced dozens of new songs. Richards recalls: > We just started in. And within two days, we realized we had five or six songs happening. I did have to take Mick to a few discos—which are not my favourite places in the world—because Mick likes to go out and dance at night. So I did that. That was my sacrifice. I humoured him. And that's when I knew we could work together. Ron Wood believes the modest sales of Jagger's Primitive Cool "surprised" Jagger and made him "realize the strength of the band". Richards recalled, "We've been stuffed together for years and one of the consequences of the break was making us realize we were stuck together whether we liked it or not. Jagger said, "Because we've been doing it for so long, we don't really have to discuss it. When we come up with a lick or a riff or a chorus, we already know if it's right or if it's wrong." On 29 August 1989, the band's released its 19th UK and 21st US album, Steel Wheels. ### 1990s The 1989–1990 Steel Wheels/Urban Jungle Tour was the band's first world tour in seven years and their biggest stage production to date. Opening acts included Living Colour and Guns N' Roses. Recordings from the tour were released in a 1991 concert album, Flashpoint, which reached No. 6 in the UK and No. 16 in the US, and the concert film Live at the Max, released in 1991. The tour was Bill Wyman's last. After years of deliberation, Wyman chose to leave the band, although his departure was not made official until January 1993. Following the success of Steel Wheels, and the end of Jagger and Richards' well-publicised feud, Jagger attempted to reestablish himself as a solo artist. He acquired Rick Rubin as co-producer in January 1992 for his third solo album, Wandering Spirit. Sessions for the album began that month in Los Angeles and ended nine months later, in September 1992. Richards recorded his second solo studio album, Main Offender, at the same time. On Wandering Spirit, Jagger used Lenny Kravitz as a vocalist on his cover of Bill Withers' "Use Me" and bassist Flea from Red Hot Chili Peppers on three separate tracks. Jagger signed with Atlantic Records, which had signed the Stones in the 1970s, to distribute the solo album. Wandering Spirit, released in February 1993, and The Very Best of Mick Jagger, a compilation album containing no new material, were both released by Atlantic Records. Wandering Spirit was commercially successful, reaching No. 12 in the UK and No. 11 in the US. In 1993, the Stones were ready to start recording their next studio album, and Charlie Watts recruited bassist Darryl Jones, a former sideman of Miles Davis and Sting, as Wyman's replacement for the recording of Voodoo Lounge, released in 1994. Jones continued to perform with the band as the band's touring and session bassist. The album was well received critically and proved commercially successful, going double platinum in the US. Reviews of the Voodoo Lounge noted and credited the album's "traditionalist" sounds to the Rolling Stones' new producer Don Was. Voodoo Lounge won the Grammy Award for Best Rock Album at the 1995 Grammy Awards. It reached No. 1 in the UK and No. 2 in the US. The Voodoo Lounge Tour to support Voodoo Lounge lasted into 1996, grossing \$320 million and becoming the world's highest-grossing tour ever at the time. On 8 September 1994, the Stones performed "Love Is Strong", a new song, and "Start Me Up" at the 1994 MTV Video Music Awards at Radio City Music Hall in New York City. The band was awarded the Lifetime Achievement Award at the 1994 MTV ceremony. The Rolling Stones ended the 1990s with the album Bridges to Babylon, released in 1997 to mixed reviews. It reached No. 6 in the UK and No. 3 in the US. The music video for the single "Anybody Seen My Baby?" featuring Angelina Jolie was played in steady rotation on both MTV and VH1. Sales were roughly equal to those of previous records (about 1.2 million copies sold in the US). The subsequent Bridges to Babylon Tour, which crossed Europe, North America, and other destinations, proved the band remained a strong live music attraction. Another live album, No Security, was released from the tour. No Security included all new songs, except "Live With Me" and "The Last Time", which had been previously unreleased on live albums. The album reached No. 67 in the UK and No. 34 in the US. In 1999, the Rolling Stones staged the No Security Tour in the US and continued the Bridges to Babylon tour in Europe. ### 2000s In 2001, Jagger released his fourth solo album, Goddess in the Doorway, spawning the single "Visions of Paradise", which reached No. 44 in the UK. Following the 11 September attacks, Jagger joined Richards in the Concert for New York City, a benefit concert in response to the terrorist attack, to sing "Salt of the Earth" and "Miss You". From 1989 to 2001, according to Fortune, the Stones generated more than US\$1.5 billion in total gross revenue, surpassing the revenue of U2, Bruce Springsteen, and Michael Jackson. Jagger celebrated the Rolling Stones' 40th anniversary by touring with the band on the year-long Licks Tour, supporting the band's commercially successful career retrospective, Forty Licks, a double album. In 2007, the band grossed US\$437 million on A Bigger Bang Tour, earning the band an entry in the 2007 edition of Guinness World Records for the most lucrative music tour ever. Asked if the band would retire after the tour, Jagger said, "I'm sure the Rolling Stones will do more things and more records and more tours. We've got no plans to stop any of that really." Two years later, in October 2009, Jagger joined U2 to perform "Gimme Shelter" with Fergie and will.i.am, and "Stuck in a Moment You Can't Get Out Of" with U2 at the 25th Anniversary Rock & Roll Hall of Fame Concert. ### 2010s On 20 May 2011, Jagger announced the formation of a new supergroup, SuperHeavy, including Dave Stewart, Joss Stone, Damian Marley, and A.R. Rahman. The group started with a phone call Jagger received from Stewart. Stewart had heard three sound systems playing different music at the same time in his home in St Ann's Bay, Jamaica. This gave him the idea of creating a group with Jagger, fusing the musical styles of several artists. After multiple phone calls and deliberation, the other members of the group were decided upon. SuperHeavy released one album and two singles in 2011, reportedly recording 29 songs in ten days. Jagger is featured on will.i.am's 2011 single "T.H.E. (The Hardest Ever)" along with Jennifer Lopez, officially released to iTunes on 4 February 2012. On 21 February 2012, Jagger, B.B. King, Buddy Guy and Jeff Beck, and a blues ensemble, performed at the White House concert series before President Barack Obama. When Jagger held out a mic to him, Obama twice sang the line "Come on, baby don't you want to go" of the blues cover "Sweet Home Chicago", the blues anthem of Obama's hometown. Jagger hosted the season finale of Saturday Night Live on 19 and 20 May 2012, doing several comic skits and playing some Rolling Stones' hits with Arcade Fire, Foo Fighters and Jeff Beck. Jagger performed in 12-12-12: The Concert for Sandy Relief with the Rolling Stones on 12 December 2012. The Stones played the Glastonbury festival in 2013, headlining on Saturday, 29 June. This was followed by two concerts in London's Hyde Park as part of their 50th anniversary celebrations, their first there since their famous 1969 performance. In 2013, Jagger teamed up with his brother Chris Jagger for two new duets on his album Concertina Jack, released to mark the 40th anniversary of his debut album. On 7 October 2016, the Stones headlined the first night of the three-day music festival Desert Trip and covered the Beatles' 1969 single "Come Together"; Paul McCartney performed the next night. In July 2017, Jagger released the double A-sided single "Gotta Get a Grip" / "England Lost". They were released as a response to the "anxiety, unknowability of the changing political situation" in a post-Brexit UK, according to Jagger. Accompanying music videos were released for both songs. In March 2019, a Rolling Stones tour of the US and Canada from April to June had to be postponed as Jagger needed a transcatheter aortic valve replacement. On 4 April 2019, it was announced that Jagger had successfully undergone the procedure at NewYork–Presbyterian Hospital, and was in great health. After a six-week delay while Jagger recovered, the No Filter Tour resumed with two performances at Chicago's Soldier Field. ### 2020s The band's 1973 album Goats Head Soup was reissued on 4 September 2020 and featured previously unreleased outtakes, such as "Criss Cross", which was released as a single and music video on 9 July 2020, "Scarlet", featuring Jimmy Page, and "All the Rage". On 11 September 2020, the album topped the UK Albums Chart as the Rolling Stones became the first band to top the chart across six different decades. The Rolling Stones—featuring Jagger, Richards, Watts and Wood at their homes—were one of the headline acts on Global Citizen's One World: Together at Home on-line and on-screen concert on 18 April 2020, a global event featuring dozens of artists and comedians to support frontline healthcare workers and the World Health Organization during the COVID-19 pandemic. On 23 April, Jagger announced through his Facebook page the release (the same day at 5 pm BST) of the single "Living in a Ghost Town", a new Rolling Stones' single recorded in London and Los Angeles in 2019 and finished in isolation (part of the new material that the band were recording in the studio before the COVID-19 lockdown), a song that the band "thought would resonate through the times we're living in" and their first release of original material since 2012. The song reached No. 1 on the German Singles Chart, the first time the Stones had reached the top spot in 52 years, and making them the oldest artists ever to do so. In August 2021, it was announced that Charlie Watts would undergo an unspecified medical procedure and would not perform on the remainder of the No Filter tour; the longtime Stones associate Steve Jordan filled in as drummer. Watts died unexpectedly at a London hospital on 24 August 2021, at the age of 80, with his family around him. Jagger, Richards and Wood paid tribute to him, along with former bandmate Wyman. It was discussed whether the band would continue, and they opted to carry on as it was what "Charlie wanted us to do". During their first show after Watts' death, Jagger told the crowd: > It's a bit of a poignant night for us. Because this is our first tour in 59 years that we've done without our lovely Charlie Watts. We all miss Charlie so much. We miss him as a band. We miss him as friends, on and off the stage. We've got so many memories of Charlie. I'm sure some of you that have seen us before have got memories of Charlie as well. And I hope you'll remember him like we do. So we'd like to dedicate this show to Charlie. In a May 2022 interview, Jagger stated "I don't really expect him to be there any more if I turn round during a show. But I do think about him. Not only during rehearsals or on stage, but in other ways too." On the one year anniversary of Watts' death, Jagger shared what Rolling Stone described as a "moving tribute" on social media, which included a voiceover by Jagger backed with "Till the Next Goodbye". That same year, Jagger cowrote "Strange Game" for the television series Slow Horses after being emailed "out of the blue" by composer Daniel Pemberton, whom he did not know; the song was released on 1 April and subsequently nominated for an Emmy award. That June, two shows scheduled in the Stones' Sixty tour were postponed after Jagger contracted COVID-19. The tour resumed following Jagger's recovery in late June. Jagger launched his own line of harmonicas the following January in collaboration with whynow Music and Lee Oskar, expressing a desire to encourage younger musicians to take up the instrument. ## Relationship with Keith Richards Jagger's songwriting partnership with Richards is one of the most successful in history. His relationship with Richards is frequently described as "love/hate" by the media. Richards said in a 1998 interview: "I think of our differences as a family squabble. If I shout and scream at him, it's because no one else has the guts to do it or else they're paid not to do it. At the same time I'd hope Mick realises that I'm a friend who is just trying to bring him into line and do what needs to be done." Dirty Work (a UK and US No. 4) was released in March 1986 to mixed reviews, despite the US top-five hit "Harlem Shuffle". With relations between Richards and Jagger at a low, Jagger refused to tour to promote the album, and instead undertook his own solo tour, which included Rolling Stones' songs. Richards has referred to this period in his relations with Jagger as "World War III". As a result of the animosity within the band at this time, they almost broke up. Jagger's solo albums, She's the Boss (UK No. 6; US No. 13) (1985) and Primitive Cool (UK No. 26; US No. 41) (1987), met with moderate success and, in 1988, with the Rolling Stones mostly inactive, Richards released his first solo album, Talk Is Cheap (UK No. 37; US No. 24). It was well received by fans and critics, going gold in the US. The following year 25×5: the Continuing Adventures of the Rolling Stones, a documentary spanning the career of the band, was released for their 25th anniversary. Richards' autobiography, Life, was published on 26 October 2010. According to a 15 October 2010 article, Richards described Jagger as "unbearable", noting that their relationship had been strained "for decades". By 2015, Richards' opinion had softened. While saying Jagger could come off as a "snob", he added "I still love him dearly ... your friends don't have to be perfect." ## Acting and film production Jagger has had an intermittent acting career. His most significant role was in Donald Cammell and Nicolas Roeg's Performance (1968), and as Australian bushranger Ned Kelly in the film of the same name (1970). He composed an improvised soundtrack for Kenneth Anger's film Invocation of My Demon Brother on the Moog synthesiser in 1969. Jagger auditioned for the role of Dr. Frank N. Furter in the 1975 film adaptation of The Rocky Horror Show, a role that was eventually played by Tim Curry, the original performer from its theatrical run in London's West End. Director Alejandro Jodorowsky approached him in the same year to play the role of Feyd-Rautha in his proposed adaptation of Frank Herbert's Dune, but the movie never made it to the screen. Jagger appeared as himself in the Rutles' film All You Need Is Cash (1978) and was cast as Wilbur, a main character in Werner Herzog's Fitzcarraldo, in the late 1970s. The illness of principal actor Jason Robards (later replaced by Klaus Kinski), and a delay in the film's notoriously difficult production, resulted in him being unable to continue because of schedule conflicts with a Stones' tour; some footage of Jagger's work is shown in the documentaries Burden of Dreams and My Best Fiend. Jagger developed a reputation for playing the heavy later in his acting career in films including Freejack (1992), Bent (1997), and The Man From Elysian Fields (2002). In 1991, Jagger founded Jagged Films with Victoria Pearman and, in 1995, founded the film production company Lip Service with Steve Tisch. Jagged Films' first release was the World War II drama Enigma (2001), starring Kate Winslet as one of Bletchley Park's Enigma codebreakers. That same year, Jagged Films produced a documentary about Jagger entitled Being Mick. The programme, which first aired in the US on ABC on 22 November, coincided with the release of his fourth solo album, Goddess in the Doorway. In 2008 the company began work on The Women, an adaptation of the George Cukor's film of the same name, directed by Diane English. As a member of the Rolling Stones Jagger appears in several documentaries, including Gimme Shelter, filmed during the band's 1969 tour of the US, and Sympathy for the Devil (1968) directed by French New Wave director Jean-Luc Godard. Martin Scorsese worked with Jagger on Shine a Light, a documentary film featuring the band with footage from the A Bigger Bang Tour during two nights of performances at New York's Beacon Theatre. It screened in Berlin in February 2008. McCarthy predicted the film would fare better once released to video than in its limited theatrical runs. Jagger was a co-producer of, and guest-starred in the first episode of the short-lived American comedy television series The Knights of Prosperity. He also co-produced the James Brown biopic Get On Up (2014). Alongside Martin Scorsese, Rich Cohen and Terence Winter, Jagger co-created and executive produced the period drama series Vinyl (2016), which starred Bobby Cannavale and aired for one season on HBO before its cancellation. Jagger portrays an English art dealer-collector and patron in Giuseppe Capotondi's thriller The Burnt Orange Heresy (2020). ## Personal life ### Family and relationships Jagger has been married and divorced once, and has had other relationships, resulting in eight children with five women. As of 2021, he also had five grandchildren and three great-grandchildren. Jagger dated Chrissie Shrimpton between 1963 and 1966. From 1966 to 1970, he had a relationship with Marianne Faithfull, the English singer-songwriter/actress with whom he wrote "Sister Morphine", a song on Sticky Fingers. Jagger met the American singer Marsha Hunt in 1969 and, though she was married, the pair had a relationship. When it ended in June 1970, Hunt was pregnant with Jagger's first child, Karis Hunt Jagger, who was born on 4 November 1970. Hunt is the inspiration for the song "Brown Sugar", also from Sticky Fingers. In 1970, he met Nicaraguan-born Bianca Pérez-Mora Macias. They married on 12 May 1971 in a Catholic ceremony in Saint-Tropez, France. Their daughter, Jade Sheena Jezebel Jagger, was born on 21 October 1971. They separated in 1977, and in May 1978 she filed for divorce on the grounds of his adultery. During his marriage to Pérez-Mora Macias, Jagger had an affair with then-Playboy model Bebe Buell from 1974 to 1976. In late 1977, Jagger began dating American model Jerry Hall. They had an unofficial private marriage ceremony in Bali, Indonesia, on 21 November 1990, and lived at Downe House in Richmond, London. The couple had four children: Elizabeth 'Lizzie' Scarlett Jagger (born 2 March 1984), James Leroy Augustin Jagger (born in 1985), Georgia May Ayeesha Jagger (born 12 January 1992), and Gabriel Luke Beauregard Jagger (born in 1997). During his relationship with Hall, Jagger had an affair from 1991 to 1994 with Italian singer/model Carla Bruni, who later became the First Lady of France when she married then-President of France Nicolas Sarkozy in 2008. Jagger's relationship with Hall ended after she discovered that he had had an affair with Brazilian model Luciana Gimenez, who gave birth to Jagger's seventh child, Lucas Maurice Morad Jagger, in May 1999. Jagger's unofficial marriage to Hall was declared invalid, unlawful, and null and void by the High Court of England and Wales in London in 1999. From 2000 to 2001 Jagger was in a relationship with the English model Sophie Dahl. Jagger was in a relationship with fashion designer L'Wren Scott from 2001 until her suicide in 2014. She left her entire estate, estimated at US\$9 million, to him. Jagger set up the L'Wren Scott scholarship at London's Central Saint Martins College. Since Scott died in 2014, Jagger has been in a relationship with American ballet dancer Melanie Hamrick. Jagger was 73 when Hamrick gave birth to their son Deveraux Octavian Basil Jagger in 2016. Jagger's father, Basil "Joe" Jagger, died of pneumonia on 11 November 2006 at age 93. Although the Rolling Stones were on the A Bigger Bang tour, Jagger flew to Britain to see his father before returning the same day to Las Vegas, where he was to perform that night, after being informed his father's condition was improving. The show went ahead as scheduled, despite Jagger learning of his father's death that afternoon. Jagger's friends said that the show going on was "what Joe would have wanted". Jagger called his father the "greatest influence" in his life. ### Interests and philanthropy Jagger is a supporter of music in schools, a patron of The Mick Jagger Centre in Dartford, and sponsors music through his Red Rooster Programme in its local schools. The Red Rooster name is taken from the title of one of the Rolling Stones' earliest singles. An avid cricket fan, Jagger founded Jagged Internetworks to cover the sport. He keenly follows the England national football team, and has regularly attended FIFA World Cup games. In 2021, Fox Business quoted an estimate that his net worth was US500 million and called him "one of music's more identifiable figures". Earlier that same year, The Times had quoted it at approximately £310 million. ## Honours Jagger was honoured with a knighthood for services to popular music in the Queen's 2002 Birthday Honours, and on 12 December 2003 he received the accolade from The Prince of Wales. Jagger's father and daughters Karis and Elizabeth were present. Jagger stated that although the award did not have significant meaning for him, he was "touched" by the significance that it held for his father, saying that his father "was very proud". In 1989, Jagger was inducted into the American Rock and Roll Hall of Fame alongside the other Stones, including Mick Taylor and Ronnie Wood as well as Brian Jones and Ian Stewart (posthumously). In November 2004, the Rolling Stones were among the inaugural inductees into the UK Music Hall of Fame. In 2014, the Jaggermeryx naida ("Jagger's water nymph"), a 19-million-year-old species of 'long-legged pig', was named after Jagger. Jaw fragments of the long-extinct anthracotheres were discovered in Egypt. The trilobite species Aegrotocatellus jaggeri was also named after Jagger. On Jagger's 75th birthday, scientists named seven fossil stoneflies after present and former members of the band. Two species, Petroperla mickjaggeri and Lapisperla keithrichardsi, were placed within a new family Petroperlidae. The new family was named in honour of the Rolling Stones, derived from the Greek "petra" that stands for "stone". The scientists referred to the fossils as "Rolling Stoneflies". In 2023, Jagger and bandmate Keith Richards were honoured in Dartford with statues. ## In popular culture From the time that the Rolling Stones developed their anti-establishment image in the mid-1960s, Jagger, with Richards, has been an enduring icon of the counterculture. This was enhanced by his drug-related arrests, sexually charged on-stage antics, provocative song lyrics, and his role in Performance. One of his biographers, Christopher Andersen, describes him as "one of the dominant cultural figures of our time," adding that Jagger was "the story of a generation". Jagger, who at the time described himself as an anarchist and espoused the leftist slogans of the era, took part in a demonstration against the Vietnam War outside the US Embassy in London in 1968. This inspired him to write "Street Fighting Man" that same year. In 1967, Cecil Beaton photographed Jagger's naked buttocks, a photo that sold at Sotheby's auction house in 1986 for \$4,000. Jagger was reported to be a contender for the anonymous subject of Carly Simon's 1972 hit song "You're So Vain", on which he sings backing vocals. Pop artist Andy Warhol painted a series of silkscreen portraits of Jagger in 1975, one of which was owned by Farah Diba, wife of the Shah of Iran. It hung on a wall inside the royal palace in Tehran. In 2010, a retrospective exhibition of portraits of Jagger was presented at the festival Rencontres d'Arles, in France. The catalogue of the exhibition is the first photo album of Jagger and shows his evolution over 50 years. Jagger's relationships served as the inspiration for the theatrical show parody "Jumpin' Jack", written by Lyle Victor Albert. In the show, the protagonist, Jack, is "a member of that ever-expanding, worldwide club made up of Mick Jagger's illegitimate children." Maroon 5's song "Moves like Jagger" is about Jagger, who acknowledged the song in an interview, calling the concept "very flattering". Kesha's song "Tik Tok", the Black Eyed Peas' hit "The Time (Dirty Bit)" reference Jagger, and his vocal delivery is referenced by rapper Ghostface Killah in his song "The Champ", from his 2006 album Fishscale, which was later referenced by Kanye West in the 2008 T.I. and Jay-Z single "Swagga Like Us". On television, the ITV satirical puppet show Spitting Image caricatured Jagger as perpetually high throughout its run in the 1980s and 1990s. In 1998, the MTV animated show Celebrity Deathmatch had a clay-animated fight to the death between Jagger and Aerosmith lead singer Steven Tyler; Jagger wins the fight by using his tongue to stab Tyler through the chest. The 2000 film Almost Famous, set in 1973, refers to Jagger: "Because if you think Mick Jagger'll still be out there, trying to be a rock star at age 50 ... you're sadly, sadly mistaken." This was a view that Jagger similarly shared in 1975, once quipping to People magazine "I'd rather be dead than sing 'Satisfaction' when I'm 45". In 2012, Jagger was among the British cultural icons selected by artist Sir Peter Blake to appear in a new version of his most famous artwork—the Beatles' Sgt. Pepper's Lonely Hearts Club Band album cover—to celebrate the British cultural figures of his life that he most admires. In more recent decades, Jagger has been seen as a "poster boy" for healthy living and, as of 2006, was "said to run 12 km a day, to kick-box, lift weights, cycle, and practise ballet and yoga"; he has his own personal trainer. It has been estimated that during the average show, he covers between 5 and 12 miles on stage "while strutting and shimmying through shows at dizzying speeds". ## Legacy In the words of British dramatist and novelist Philip Norman, "the only point concerning Mick Jagger's influence over 'young people' that doctors and psychologists agreed on was that it wasn't, under any circumstances, fundamentally harmless". According to Norman, even Elvis Presley at his most scandalous had not exerted a "power so wholly and disturbingly physical". "[W]hile [Presley] made girls scream, [he] did not have Jagger's ability to make men feel uncomfortable." Norman likens Jagger in his early performances with the Rolling Stones in the 1960s to a male ballet dancer, with "his conflicting and colliding sexuality: the swan's neck and smeared harlot eyes allied to an overstuffed and straining codpiece". His performance style has been studied by academics who analysed gender, image and sexuality. Musicologist Sheila Whiteley noted that Jagger's performance style "opened up definitions of gendered masculinity and so laid the foundations for self-invention and sexual plasticity which are now an integral part of contemporary youth culture". His stage personas also contributed significantly to the British tradition of popular music that always featured the character song and where the art of singing becomes a matter of acting—which creates a question about the singer's relationship to his own words. His voice has been described as a powerful expressive tool for communicating feelings to his audience, and expressing an alternative vision of society. To express "virility and unrestrained passion" he developed techniques previously used by African American preachers and gospel singers such as "the roar, the guttural belt style of singing, and the buzz, a more nasal and raspy sound". Steven Van Zandt wrote: "The acceptance of Jagger's voice on pop radio was a turning point in rock & roll. He broke open the door for everyone else. Suddenly, Eric Burdon and Van Morrison weren't so weird—even Bob Dylan." Over time, Jagger has developed into the template for rock frontmen and, with the help of the Stones, has, in the words of the Telegraph, "changed music" through his contributions to it as a pioneer of the modern music industry. Jagger is often described as one of the most popular and influential frontmen in the history of rock & roll; in 1994 the New York Times noted that his "influence hangs heavily over contemporary British rock" as many singers "incorporated elements" of his onstage presence into their personas. In 2015, Billboard ranked him among the best rock frontmen of all time, referring to him as "the rock and roll frontman" whose "swagger brought a style and sexiness to rock music that he built on for decades" and openly wondering "would we even have rock stars without Mick?" David Bowie joined many rock bands with blues, folk, and soul orientations in his first attempts as a musician in the mid-1960s, and he was to recall: "I used to dream of being their Mick Jagger." Bowie suggested, "I think Mick Jagger would be astounded and amazed if he realized that to many people he is not a sex symbol, but a mother image." Jagger appeared on Rolling Stone's List of 100 Greatest Singers at No. 16; in the article, Lenny Kravitz wrote: "I sometimes talk to people who sing perfectly in a technical sense who don't understand Mick Jagger. [...] His sense of pitch and melody is really sophisticated. His vocals are stunning, flawless in their own kind of perfection." This edition also cites Jagger as a key influence on Jack White, Steven Tyler and Iggy Pop. Jagger also has been known to seek out newcomer artists to the music industry and advise them. The Telegraph has called Mick Jagger "the Rolling Stone who changed music". CNN has called Jagger's "greatest talent, besides strutting and singing" his "ability to surround himself and the rest of the band with a group of very able executives." Billboard ranked Jagger as the greatest rock lead singer of all time, writing "no one has moves like Jagger -- nor the voice, the image, the fashion sense, or the remarkably enduring charisma...After so many years, Mick Jagger continues to personify not only the Rolling Stones but rock'n'roll itself". As Jagger has aged, his continued vitality has provoked comment. Bon Jovi frontman Jon Bon Jovi said: "I can't get over it...I'm...dying already and I'm gonna go out there and play four songs. How do they do it?" Since his early career Jagger has embodied what some authors describe as a "Dionysian archetype" of "eternal youth" personified by many rock stars and the rock culture. Jagger has repeatedly said that he will not write an autobiography, but according to John Blake, after a slew of unauthorised biographies, Jagger was persuaded by Lord Weidenfeld in the early 1980s to prepare his own for a £1 million advance. The resulting 75,000-word manuscript is held by Blake, who briefly planned to publish it until Jagger withdrew support. "Mick Jagger is the least egotistical person," observed Watts in 2008. "He'll do what's right for the band. He's not a big head—and, if he was, he went through it thirty years ago." ## Discography ### Solo studio albums ## Filmography ### As actor Jagger was slated to appear in the 1982 film Fitzcarraldo and some scenes were shot with him, but he had to leave for a Rolling Stones' tour and his character was eliminated. ### As producer - Running Out of Luck (1987) - Enigma (2001) - Being Mick (2001) - The Women (2008) - Get on Up (2014) - Mr. Dynamite: The Rise of James Brown (2014) - Vinyl (2016)
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North Eastern Railway War Memorial
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First World War memorial in York, England
[ "British railway war memorials", "Buildings and structures completed in 1924", "Grade II* listed buildings in York", "Grade II* listed monuments and memorials", "Monuments and memorials in North Yorkshire", "North Eastern Railway (UK)", "War memorials by Edwin Lutyens", "Works of Edwin Lutyens in England", "World War I memorials in England", "World War II memorials in England" ]
The North Eastern Railway War Memorial is a First World War memorial in York in northern England. It was designed by Sir Edwin Lutyens to commemorate employees of the North Eastern Railway (NER) who left to fight in the First World War and were killed while serving. The NER board voted in early 1920 to allocate £20,000 for a memorial and commissioned Lutyens. The committee for the York City War Memorial followed suit and also appointed Lutyens, but both schemes became embroiled in controversy. Concerns were raised from within the community about the effect of the NER memorial on the city walls and its impact on the proposed scheme for the city's war memorial, given that the two memorials were planned to be 100 yards (90 metres) apart and the city's budget was a tenth of the NER's. The controversy was resolved after Lutyens modified his plans for the NER memorial to move it away from the walls and the city opted for a revised scheme on land just outside the walls; coincidentally the land was owned by the NER, whose board donated it to the city. The NER memorial was unveiled on 14 June 1924 by Field Marshal Lord Plumer. It consists of a 54-foot (16-metre) high obelisk which rises from the rear portion of a three-sided screen wall. The wall forms a recess in which stands Lutyens' characteristic Stone of Remembrance. The wall itself is decorated with several carved swags and wreaths, including a wreath surrounding the NER's coat of arms at the base of the obelisk. The memorial is a grade II\* listed building, and is part of a "national collection" of Lutyens' war memorials. ## Background The North Eastern Railway (NER), one of the largest employers in the north of England, released over 18,000 of its employees to serve in the armed forces during the First World War, many of them joining the 17th (North Eastern Railway) Battalion of the Northumberland Fusiliers, a number of deaths occurred when the North Eastern Railway Tug Stranton sank off the south coast of England. By the end of the war, 2,236 men from the company had died on military service overseas; others were killed at home by bombardments of east coast ports, such as the raid on Scarborough, Hartlepool and Whitby, and in the three Zeppelin raids on York. After the war, thousands of memorials were built across Britain. Among the most prominent designers of memorials was architect Sir Edwin Lutyens, described by Historic England as "the leading English architect of his generation". Lutyens designed The Cenotaph in London, which became the focus for the national Remembrance Sunday commemorations, as well as the Thiepval Memorial to the Missing—the largest British war memorial anywhere in the world—and the Stone of Remembrance which appears in all large Commonwealth War Graves Commission cemeteries and in several of Lutyens' war memorials in Britain, including the North Eastern Railway's. The war memorial is one of several buildings and structures in the centre of York related to the NER, including the company's headquarters and the city's original railway station. The site—chosen as being immediately adjacent to the company's head office—was originally a coal depot and carriage sidings. ## Inception At a meeting in April 1919, the NER's board discussed the idea of a war memorial, and decided that it should be of "an ornamental, rather than of a utilitarian character". The board initially planned to seek donations for the project from it workforce, but changed its mind after the general manager reported that the idea met with widespread disapproval among employees. It then formed a subcommittee to consider possible designs and propose a suitable budget. At the company's annual general meeting in February 1920, a resolution was passed allocating a budget of £20,000 for the designing and building of a memorial. The board commissioned Lutyens, which was confirmed in October 1921, for a fee of £700 plus travel and out-of-pocket expenses. The NER's deputy general manager explained that Lutyens had been chosen because he was "the fashionable architect and therefore could do no wrong". The project became embroiled in a controversy surrounding its size and location, which grew to envelop the proposed York City War Memorial. Following the railway company's lead, the City War Memorial Committee also appointed Lutyens, and endorsed his plan for a Stone of Remembrance elevated on a large plinth in the moat by Lendal Bridge, 100 yards (90 metres) from the proposed site of the NER's memorial. The controversy revolved partly around the relationship between the two memorials—Lutyens felt that the two designs would complement one another, but the city had given Lutyens a budget of £2,000, a tenth of that allocated to him by the NER, and some members of the local community were concerned that the railway company's memorial would be much larger and would overshadow the city's. Another concern, raised by a city councillor, was that visitors walking into the city centre from the railway station would see the NER's memorial first. Lutyens responded that he felt the two memorials would show a common purpose, and thus that their proximity was not an issue. The issue was further complicated by the proximity of both proposed schemes to York's ancient city walls; both schemes required the consent of the Ancient Monuments Board (later English Heritage and now Historic England), particularly as Lutyens' design for the NER involved the memorial abutting the city walls and would have required excavation of part of the ramparts, to which the Yorkshire Architectural and York Archaeological Society (YAYAS) strenuously objected. The NER's in-house architect suggested moving the memorial ten feet (three metres) to the east, away from the wall; Lutyens, in India at the time, dismissed the idea in a cable. In February 1922, the secretary of the YAYAS, Dr William Evelyn, gave a lecture in which he was severely critical of the NER's proposed memorial. He told his audience "I think it is an enormous pity that they cannot find room in which to place a sacred emblem commemorative of the patriotism, bravery, and self-sacrifice of our own soldiers of the twentieth century and that it should be considered necessary to deface and despoil another sacred emblem". The City War Memorial Committee and representatives of the NER met with Charles Reed Peers, the Ancient Monuments Board's chief inspector, at the NER's offices on 8 July 1922, in preparation for which the NER erected a full-size wooden model of their proposed memorial. Peers approved the city's scheme, noting that its proposed location was in fact a newer structure and not part of the walls' ramparts, but requested that Lutyens submit a revised design for the NER's memorial to move it away from the wall. Lutyens acquiesced but observed that the modifications would require a reduction in the size of the screen wall and thus in the size of the names to be listed on it, which he felt was detrimental to the scheme. He submitted the revised designs and they were approved in October 1922. The remaining issues were largely resolved after the city relented to public pressure and opted to site its memorial on a plot of land off Leeman Road, just outside the city walls, and for a reduced scheme in the form of a cross due to a shortage of funds. Coincidentally, the land was owned by the railway company and the NER board donated it to the city in a mark of gratitude for the good relations between the company and the city; the NER had by that time been amalgamated into the London and North Eastern Railway (LNER) as a result of the Railways Act 1921. ## Design Built from Portland stone, the memorial is sited against the ramparts of the city walls. It consists of a single, 30-foot (9-metre) obelisk rising from a three-tiered pedestal set into the rear portion of a three-sided screen wall. The wall creates a recess, sheltering a Stone of Remembrance. The two flanking sides terminate with urn-shaped finials; the ends of each wall are decorated with a laurel wreath in relief carving; the inside of the walls is further decorated with laurel swags below the urns. The rear wall bears further relief swags to either side of the obelisk; the North Eastern Railway Company's coat of arms is engraved on the pedestal of the obelisk, just above the level of the screen wall, which is surrounded by another laurel wreath. The obelisk rises above the screen wall to a total height of 54 feet (16 metres). The Stone of Remembrance is a monolith in the shape of an altar, 12 feet (3.7 metres) long and curved so slightly as to barely be visible to the naked eye; it is deliberately devoid of any decoration besides the inscription "THEIR NAME LIVETH FOR EVERMORE". The dedication is inscribed in the centre of the rear part of the screen wall: "IN REMEMBRANCE OF THOSE MEN OF THE NORTH EASTERN RAILWAY WHO GAVE THEIR LIVES FOR THEIR COUNTRY THE COMPANY PLACES THIS MONUMENT"; the dates of the First World War are inscribed to either side. The 2,236 names were inscribed on panels affixed to the wall. Behind the Stone of Remembrance are 15 slates set into the floor of the memorial in 1984, bearing the names of the LNER's 551 dead from the Second World War. ## History The North Eastern Railway War Memorial was finally constructed once the ancient Monuments Board approved Lutyens' modified design; it was unveiled by Field Marshal Herbert Plumer, 1st Baron Plumer (later 1st Viscount Plumer) at a ceremony on 14 June 1924, and dedicated by the Archbishop of York Cosmo Gordon Lang. A crowd of five to six thousand people gathered for the ceremony, among them multiple civic officials and officers of the LNER and former NER, including Sir Ralph Wedgwood, chief officer of the LNER; the Sheriff of York; and the lord mayors of Bradford, Hull, and York. Sentries from the Durham Light Infantry stood at the four corners of the Stone of Remembrance. Among those to give speeches was Edward Grey, 1st Viscount Grey of Fallodon, a member of the NER's board and the former foreign secretary famous for his remark "the lamps are going out". Grey spoke of the losses caused by the war: "the old North Eastern board and its general manager numbered some twenty persons. Out of those twenty, four lost sons in the war; three lost only sons. There is no reason to suppose that proportion is exceptional". At the conclusion of the service, the "Last Post" was sounded and the crowd observed two minutes' silence. The city's war memorial was unveiled a year later. The inscriptions, particularly the names of those killed, suffered from exposure to the elements. Restoration work, including re-carving, was carried out in the 1980s, funded by donations from the British Railways Engineers Ex-Servicemen's Association match-funded by British Rail. Erosion continued in the years following and in lieu of re-carving them and causing further damage to the memorial, the names were recorded in a book which is held by the National Railway Museum. The memorial was designated a grade II\* listed building (a status which offers statutory protection from demolition or modification, defined as "particularly important buildings of more than special interest" and applied to about 5.5% of listed buildings) on 10 September 1970. In November 2015, as part of commemorations for the centenary of the First World War, Lutyens' war memorials were recognised as a national collection and all 44 of his free-standing memorials in England were listed or had their listing status reviewed and their National Heritage List for England entries updated and expanded. As part of this process, the York City memorial was upgraded to grade II\* to match the NER's memorial. ## See also - Great Eastern Railway War Memorial, at London Liverpool Street station - Great Western Railway War Memorial, at London Paddington station - London and North Western Railway War Memorial, outside London Euston station - Midland Railway War Memorial, in Derby (also by Lutyens) - Grade II\* listed buildings in the City of York - Grade II\* listed war memorials in England
3,646,611
U.S. Route 131
1,143,404,793
US Highway in Indiana and Michigan
[ "Freeways and expressways in Michigan", "Transportation in Allegan County, Michigan", "Transportation in Antrim County, Michigan", "Transportation in Charlevoix County, Michigan", "Transportation in Elkhart County, Indiana", "Transportation in Emmet County, Michigan", "Transportation in Grand Traverse County, Michigan", "Transportation in Kalamazoo County, Michigan", "Transportation in Kalkaska County, Michigan", "Transportation in Kent County, Michigan", "Transportation in Mecosta County, Michigan", "Transportation in Montcalm County, Michigan", "Transportation in Osceola County, Michigan", "Transportation in St. Joseph County, Michigan", "Transportation in Wexford County, Michigan", "U.S. Highways in Indiana", "U.S. Highways in Michigan", "U.S. Route 131", "United States Numbered Highway System" ]
US Highway 131 (US 131) is a north–south United States Highway, of which all but 0.64 of its 269.96 miles (1.03 of 434.46 km) are within the state of Michigan. The highway starts in rural Indiana south of the state line as a state road connection to the Indiana Toll Road. As the road crosses into Michigan it becomes a state trunkline highway that connects to the metropolitan areas of Kalamazoo and Grand Rapids before continuing north to its terminus at Petoskey. US 131 runs as a freeway from south of Portage through to Manton in the north. Part of this freeway runs concurrently with Interstate 296 (I-296) as an unsigned designation through Grand Rapids. US 131 forms an important corridor along the western side of the Lower Peninsula of Michigan, running through rural farm and forest lands as well as urban cityscapes. Various names have been applied to the roadway over the years. The oldest, the Mackinaw Trail, originated from an Indian trail in the area while other names honored politicians. An attempt to dedicate the highway to poet James Whitcomb Riley failed to gain official support in Michigan. The first state highways along the US 131 corridor were designated as early as 1919. When the US Highway System was formed on November 11, 1926, US 131 was created along the route of M-13 in Michigan. Originally ending at Fife Lake on the north end, the highway was extended to Petoskey in the late 1930s. Further changes were made, starting in the 1950s, to convert segments of the road to a full freeway. The state started this conversion simultaneously at two locations: heading north from Three Rivers, and heading both north and south from a point in southern Kent County. A third segment was built south of Cadillac and over subsequent years Michigan filled the gaps in the freeway. Cadillac and Manton were bypassed in the early part of the 21st century, resulting in the current freeway configuration. Another large-scale construction project in 2000 rebuilt an unusual section of the freeway through Grand Rapids known as the S-Curve. Two bridges formerly used by US 131 have been labeled by the Michigan Department of Transportation (MDOT) as historic structures; one of them has been listed on the National Register of Historic Places (NRHP). Plans to further extend the freeway have either been canceled or placed back under study. Upgrades on the north end through Kalkaska ceased to be considered in 2000. South of Three Rivers, MDOT is studying possible upgrades to US 131. One option for these upgrades is a full freeway, an option that was initially rejected. The preferred alternative in 2008 was a two-lane bypass of Constantine that opened in October 2013. ## Route description Running 269.98 miles (434.49 km) in Indiana and Michigan, US 131 in its entirety is listed as a part of the National Highway System, a system of roads crucial to the nation's economy, defense and mobility. As a state highway in both states, the roadway is maintained by the Indiana Department of Transportation (INDOT) and MDOT. The Michigan section includes approximately 172 miles (277 km) of freeway between Kalamazoo and Wexford counties. ### Indiana US 131 extends 0.643 miles (1.0 km) through Elkhart County, Indiana, between the entrance to the Indiana Toll Road, a few hundred feet north of the Toll Road overpass, and the state line to the north. State Road 13 (SR 13) runs concurrently with US 131 in this section but is not signposted. INDOT surveys the roads under its control on a regular basis to measure the amount of traffic using the state's highways. These traffic counts are expressed in terms of annual average daily traffic (AADT), a calculation of the average daily number of vehicles on a segment of roadway. The 2007 survey reported average daily traffic of 7,949 cars and 2,068 trucks. ### Southwest Michigan As a state trunkline highway, US 131 runs approximately 266 miles (428 km) in Michigan, from the Indiana state line north to Petoskey. The highway is an important link between Grand Rapids and the tourist areas of Northern Michigan. The trunkline enters Michigan about three miles (4.8 km) south of White Pigeon, crossing a branch of the Michigan Southern Railroad before meeting US 12 on the west side of the village. The highway passes through rural farmland north to just south of Constantine, where US 131 turns northwestward to bypass the downtown business district, crosses the St. Joseph River and continues north to Three Rivers. The stretch of highway between Constantine and the start of the divided highway south of Three Rivers averaged 7,579 cars and 1,045 trucks daily in 2009 according to MDOT, one of the lowest AADT counts for the highway in Michigan. US 131 runs through a business corridor along the west side of Three Rivers. M-60 runs concurrently along this part of US 131 until the two highways meet the south end of the business loop through town. The main road curves to the northeast as it leaves town, and M-60 turns east to follow Business US 131 (Bus. US 131) into downtown. The trunkline runs parallel to a branch of the Grand Elk Railroad. North of the other end of the business loop, US 131 follows a four-lane surface highway through rural farmland in northern St. Joseph County. The highway has at-grade junctions with cross roads, but otherwise has limited access from adjoining property. This arrangement ends on the south side of Schoolcraft, where the highway transitions to follow Grand Street through town. North of town US 131 returns to an expressway as the highway continues through southern Kalamazoo County farmland. After an intersection with Shaver Road, US 131 widens into a full freeway which passes the Gourdneck State Game Area as it enters the Kalamazoo metropolitan area. US 131 meets I-94 southwest of Kalamazoo. Further north, the freeway crosses the Stadium Drive interchange, which connects downtown Kalamazoo near the main campuses of Western Michigan University and Kalamazoo College. At the next exit, US 131 picks up the M-43 as the latter highway runs concurrently northward. As the freeway passes the west side of Kalamazoo the environs change to a more forested and semi-residential area. US 131 passes the northern end of Bus. US 131, a freeway spur accessible from the southbound lanes of US 131. North of this partial interchange the freeway crosses into eastern Allegan County. ### West Michigan As US 131 passes through the outskirts of Plainwell, it curves to the northeast through a commercial area centered around the interchange with M-89; M-43 departs the freeway at this exit. North of this area US 131 crosses the Kalamazoo River and runs past the US 131 Raceway Park, a dragstrip close to the M-222 interchange near Martin. The freeway continues north through mixed farm and forest land to the residential areas that abut it in Wayland. Further north the highway crosses into Kent County and the southern end of the Grand Rapids metropolitan area. As the freeway continues farther north, and closer to Grand Rapids, it is lined with more commercial and light industrial properties. The unincorporated suburb of Cutlerville lies to the east as US 131 approaches M-6, the South Beltline Freeway, and meets in the largest freeway interchange in West Michigan. Gaining a third lane in each direction, the interchange stretches over a half mile (0.8 km) in width and over a mile (1.6 km) in length and encompasses 27 bridges and 18 retaining walls. US 131 continues north through the city of Wyoming to the more suburban residential areas near the southern city limits of Grand Rapids north of M-11 (28th Street). The freeway continues through the southern end of Grand Rapids, alongside residential areas until Burton Street. A large rail yard abuts the trunkline on the east, and the freeway turns northeasterly on its approach to downtown. At Wealthy Street, the freeway takes a sharp turn to the west to cross the Grand River and immediately turns back north on a bridge structure known as the S-Curve. The highest traffic volumes along US 131 are located north of this river crossing. In 2009, MDOT measured an AADT of 107,200 cars and 5,992 trucks through the stretch between Market Avenue and Pearl Street. The trunkline continues past the Gerald R. Ford Museum and the Public Museum of Grand Rapids before the northbound carriageway crosses over, then back under, the southbound lanes, forcing traffic through this stretch to briefly drive on the left. North of I-196, US 131 picks up a second, hidden designation on highway inventory logs called I-296, although the number is not signposted along the road. I-296/US 131 continues along the banks of the Grand River into Walker where the hidden I-296 designation turns to the northwest along a series of ramps to I-96 while US 131 curves to the northeast along a bend in the river. As it continues along the river the freeway passes through the unincorporated community of Comstock Park and near to LMCU Ballpark, home of the West Michigan Whitecaps local minor league baseball team. The trunkline turns north, away from the river, as it nears the stadium and passes through the remainder of the northern suburb, changing to a more rural character as the freeway passes through the northern end of Kent County. M-46 joins US 131 from the west at Cedar Springs and the two highways pass into northwestern Montcalm County near Sand Lake. North of Pierson the landscape is dominated by forests. M-46 turns east and leaves the freeway near Howard City while US 131 continues into Mecosta County near the Little Muskegon River. The freeway forms the eastern boundary of the Manistee National Forest near the river and north to Big Rapids. Further north M-20 joins the US 131 freeway near Stanwood and the two highways cross the Muskegon River on the way to Big Rapids. The city is served by its own business loop and M-20 turns east off the freeway along Bus. US 131 toward the main campus of Ferris State University. North of Big Rapids US 131 runs through rural Osceola County to a junction with US 10 at Reed City. ### Northern Michigan Passing through rural Osceola County and providing access to rural communities such as Le Roy and Tustin, US 131 approaches the south side of Cadillac in Wexford County. At exit 176, M-55 leaves a concurrency with M-115 and joins the US 131 freeway around the east side of Cadillac. This bypass was built in the early 21st century and the old routing is now a business loop through downtown. M-55 follows the freeway to exit 180 while US 131 continues around the east side of Cadillac and north around the east side of Manton. The lowest freeway traffic counts along US 131, 7,455 cars and 709 trucks in 2009, are on the northeast side of Manton, as the trunkline transitions back to a two-lane undivided highway before meeting the north end of Manton's business loop. The two-lane highway runs through the Pere Marquette State Forest and over the Manistee River, crossing the southeast corner of Grand Traverse County. It meets the southern end of M-113 in Walton, where it runs parallel to the Great Lakes Central Railroad. Passing through Fife Lake, US 131 crosses into Kalkaska County and to South Boardman. The area around South Boardman is marked by farmland as the trunkline crosses the Boardman River in the small unincorporated community. The road once again runs parallel to the railroad as it meets M-66/M-72 south of Kalkaska. The three highways join and run concurrently through downtown. North of town M-72 turns west toward Traverse City and US 131/M-66 continues north through farmland into Antrim County. About 3–3.5 miles (4.8–5.6 km) north of town, standing on the west side of the road, is the Shoe Tree. A local icon since shortly after the turn of the 21st century, the origins of the landmark are unknown. The trunkline follows the railroad into Antrim and Mancelona. North of downtown Mancelona M-66 turns north toward Charlevoix and US 131 continues along the Mackinaw Trail, through Alba. M-32 follows US 131 for a half mile (0.8 km) near the community of Elmira. As it continues farther north US 131 enters the Mackinaw State Forest. Here, MDOT has calculated the lowest average daily traffic counts of all on US 131: 5,114 cars and 448 trucks in 2009. The highway passes through rural Charlevoix County where the terrain has many rolling hills and begins to descend to Lake Michigan. As the highway enters the southern section of the city of Petoskey it runs along Spring Street passing retail establishments and the Odawa Casino, owned by the Little Traverse Bay Indian Reservation of the Odawa Indians. At the northern terminus of US 131, US 31 turns off Charlevoix Avenue and follows Spring Street to the north. ### Services MDOT operates 67 rest areas and 14 welcome centers in the state, all named in honor of retired department employees, although in some cases an honoree's name may be dropped from the rest area. Eight of these are along US 131, providing bathroom facilities, dog runs, picnic areas and usually vending machines. The rest areas near Kalamazoo, Rockford, Big Rapids and Tustin serve southbound traffic while those near Morley and Cadillac serve the northbound side of the freeway. The two near Manton and Fife Lake are accessible from both directions. A ninth rest area used to exist near Cutlerville on the northbound side of US 131, but this location was demolished on January 22, 2001, to make way for the interchange with M-6. The department wanted to build a replacement near Dorr, in northern Allegan County, but the plans were canceled in late 2001. MDOT has also built carpool lots for motorists along the freeway. There are 21 lots, all but one adjacent to a freeway interchange. The department touts these lots as a way to save money and benefit the environment, and has partnered with a network of local agencies offering Local Rideshare Offices. ## History ### Early history Before Michigan became a state, the first land transportation corridors were the Indian trails. The original Mackinaw Trail ran roughly parallel to the route of the modern US 131 from east of Kalkaska to Petoskey. In the 19th century, the Michigan Legislature chartered private companies to build and operate plank roads or turnpikes in the state. These roads were originally made of oak planks, but later legislation permitted gravel as well. Two thoroughfares in the Grand Rapids area, Division and Plainfield avenues, were originally plank roads. The companies were funded through the collection of tolls. The infrastructure was expensive to maintain, and often the turnpikes fell into disrepair as the wood warped and rotted away. Mark Twain once commented that "the road could not have been bad if some unconscionable scoundrel had not now and then dropped a plank across it," after a trip on the Kalamazoo and Grand Rapids Plank Road. By the first decade of the 20th century, only 23 of the 202 chartered turnpikes were still in operation; many companies that received a charter never built their specified roadways. The remaining plank roads were turned over to the state or purchased by railway companies in the early part of the century. The first state-maintained highway along the path of US 131 was M-13, a designation applied to the road by July 1, 1919. US 131 debuted along with the rest of the initial U.S. Highway System on November 11, 1926, although at the time it was shown on maps from the Michigan–Indiana state line north to the small Northern Michigan community of Acme in Grand Traverse County. The northernmost section of the highway between Fife Lake and Acme was not signposted in the field and the designation ended instead at Fife Lake, about 213 miles (343 km) north of the state line. At the same time, the Michigan State Highway Department (MSHD) redesignated the remainder of M-13, between Fife Lake and Petoskey, as M-131. Public Act 131 of 1931 allowed the MSHD to take control over the city streets that carried state highways through cities in the state. Until this point, the City of Grand Rapids arbitrarily moved the route of state highways through the city on a regular basis. The department took control of a series of streets and fixed the routing of US 131 through the city after the passage of the act. The highway was shifted between Three Rivers and Constantine to the west side of the St. Joseph River in 1936. In late 1938 or early 1939, the MSHD extended US 131 northward over the southern section of M-131. After the changes US 131 turned eastward into Fife Lake and north to Kalkaska and Mancelona before ending in Petoskey. This extension connected US 131 directly to its parent highway, US 31, for the first time. By the end of the 1930s, the MSHD under the leadership of future governor Murray Van Wagoner had shifted emphasis to a program of road improvements designed to make the state's roads "safer and smoother for burgeoning traffic volumes." In 1940, a new roadway was opened, completing the third side of a triangle between the junction with M-113, Walton Corners and Fife Lake. US 131 was shifted to the new highway and the former routing along the other two sides of the triangle became part of M-113 and M-186. A second realignment opened the following year between Fife Lake and Kalkaska. US 131 no longer turned east along Boardman Road between South Boardman and Lodi. Instead the MSHD rerouted the highway directly to the northeast, from the end of the previous new routing north of Fife Lake to Kalaska. By 1945, a Bypass US 131 was created around the south and east sides of Grand Rapids, following 28th Street and East Beltline Avenue, while the main highway continued to run through downtown unchanged. A decade later, mainline US 131 was rerouted around Grand Rapids over the former bypass route, and Business US 131 (Bus. US 131) was created for the former route through downtown. A second business loop was created in Three Rivers, Michigan, after an expressway bypass of the city's downtown was opened in early 1954. Another expressway section was opened between Mancelona and the M-32 junction west of Elmira in late 1956. ### Freeway conversion By the end of 1957, US 131 had been realigned as an expressway from the Three Rivers bypass to Moorepark. The section of freeway in the Grand Rapids area opened near the southern county line north to 28th Street. This latter freeway segment was extended further south to Wayland by the middle of 1958. By the middle of 1960, the freeway was extended to M-118 in Martin, where traffic used M-118 to connect back to the old routing. The southern end of US 131 was moved to another location on the state line. Instead of running concurrently with US 112 between White Pigeon and Mottville, US 131 ran directly south of White Pigeon to the state line. In the process, the M-103 designation was swapped with US 131. The MSHD had proposed that the section of US 131 south of Kalamazoo be built as an electronic highway under a bid through General Motors the same year; the testing for such a roadway was ultimately done at Ohio State University instead. Another project, through the end of 1961, extended the freeway south to Plainwell and north into downtown Grand Rapids. This extension was designated as part of Bus. US 131 and opened in December 1961. The opening ceremony for the bridge across the Grand River included the state highway commission and the then-Miss Michigan, pulled by a team of sled dogs, to lead the first traffic over the river. Until the early 1960s, US 131 never left the state of Michigan; the southernmost point was always at the Indiana state line. In 1961, the highway designation was extended to its current southern terminus in rural Elkhart County, Indiana at a connection with the Indiana Toll Road at the request of the state of Michigan. The MSHD asked the Indiana State Highway Department (ISHD) to extend US 131 farther to reconnect with US 31 in Indiana near Indianapolis. Michigan State Highway Commissioner John C. Mackie said that officials with the IHSD were "receptive to the idea" of a further addition to Indianapolis which would provide a "great benefit to Michigan's tourist industry". On December 17, 1962, the freeway through downtown Grand Rapids was completed, including the section marked as I-296. The business loop was removed from the freeway when US 131 took its place. East Beltline Avenue was renumbered as an extension of M-44, while 28th Street retains the M-11/M-21 designations it had in addition to US 131. I-296/US 131 runs alongside the Grand River between I-96 downtown and I-196 north of town. At the end of I-296, US 131 followed I-196 east to the northern portion of the business loop at Plainfield Avenue and followed Plainfield Avenue back to the remainder of its routing north of Grand Rapids. The other end of the freeway was extended south to M-43 on the west side of Kalamazoo. Traffic there is directed along M-43 into downtown to connect with the remainder of the highway. Freeway construction continued through the 1960s. By the end of 1963, the southern section of freeway was extended to Schoolcraft. The following year, a business loop in Kalamazoo was created. The new loop used a freeway stub on the north and M-43 on the south to connect the main highway to the former routing of US 131 along Westnedge and Park avenues downtown. A discontinuous segment of freeway, south of Cadillac into Osceola County, opened in September 1966. The freeway was extended north from the Grand Rapids area through the Comstock Park area in 1966. That year, the former Grand Rapids Speedrome, a local race car track was closed. Located on North Park Street between the North Park Bridge and West River Drive, the track was in operation from 1950 until it was closed for the freeway construction in 1966. The freeway was extended further to M-57 (14 Mile Road) near Cedar Springs in 1969. In 1968, the section of expressway near Mancelona was downgraded to a two-lane highway. The original roadway had been left in place when a new parallel carriageway was built in 1956. During the winter months, the original lanes built in the 1920s were closed because the grade of the roadway accumulated additional snow and made it difficult to plow. The MSHD had considered reconstructing the older road to retain the expressway setup, but that would have cost \$1.5 million while removing it and permanently reconfiguring the 1956 roadway cost only \$170,000 (equivalent to \$ and \$ in ). The 1970s saw the US 131 freeway expand to north of Grand Rapids. The section between the two M-57 junctions near Rockford and in Cedar Springs opened on September 21, 1973, at a dedication ceremony featuring then-Congressman Gerald R. Ford. By the end of the year, the freeway would be open as far north as Howard City. At the same time, M-46 was realigned to extend south down the freeway to Cedar Springs and west to replace M-57 west of Rockford. Construction to complete these sections north of Grand Rapids had been delayed in 1967. Before the delays, the MSHD planned to have the gap in the freeway between Grand Rapids and Cadillac completed by 1974. The state even proposed adding the freeway north of Grand Rapids to Petoskey, with a further continuation to Mackinaw City as part of the Interstate Highway System in an effort to receive additional funding in 1968. In September 1972, the US 131 Area Development Association lobbied Congress to "expedite funding and priority for the reconstruction of US 131 in Michigan." The 12.2-mile (19.6 km) section of US 131 freeway south of the Wexford–Osceola county line was opened on November 9, 1976, at a cost of \$7.4 million (equivalent to \$ in ). By 1977, the state postponed any plans to complete the freeway north of Cadillac. The department cited rising construction material costs and opposition to the freeway in Petoskey. By the end of the decade, I-296 signs were removed from the section of freeway in Grand Rapids. However, the freeway remains listed as a part of the Interstate Highway System. The next section of freeway opened between Howard City and Stanwood in 1980. Another segment was opened farther north, bypassing Big Rapids by 1984. The former route through town and a section of M-20 were designated as a business loop simultaneously. US 131 followed 19 Mile Road between the end of the freeway and the former routing north of town. The gap was filled in when the freeway segment between Big Rapids and Osceola County was opened in 1986. The section of highway along 19 Mile Road was transferred to the Big Rapids business loop to connect it back to the new freeway. When the expansions ended, in the mid-1980s, it was expected that the US 131 freeway would end at the south side of Cadillac, "perhaps forever". MDOT had ended all consideration of additional freeway mileage in 1981, citing decreased gas tax revenues, decreased traffic and higher construction costs. A 1979 report said that while traffic forecasts showed continued growth, upgrades to existing roads would be sufficient to handle traffic needs. ### S-Curve replacement One of the more unusual sections of the US 131 freeway in the Grand Rapids area is the S-Curve. This section of freeway carries US 131 over the Grand River with two sharp turns in the road, resembling the letter S. The design for this structure was completed in 1952 and placed the freeway on the least expensive land in the area, despite the knowledge that it would someday create issues. As noted by The Grand Rapids Press in 1981, "the speed limit on the S-Curve must be reduced as low as 25 mph [40 km/h] on some bad-weather days because of the sharpness of the turns and [the] numerous accidents [that] have occurred there." On December 27, 1999, the state awarded an \$85.7 million contract (equivalent to \$ in ) for the replacement of the S-Curve on US 131. Deposits of gypsum under the roadway were dissolving and causing it to settle. A deteriorating bridge also forced the reconstruction of the freeway through the area. Construction began on January 15, 2000, diverting the roughly 115,000 vehicles per day that used the stretch of road to detours through the downtown area. As part of the project, a \$1.2 million (equivalent to \$ in ) de-icing system was installed. The system is designed to spray a de-icing fluid on the roadway that would be carried by car tires up to a mile (1.6 km) along the road surface. This fluid is expected to melt ice at temperatures below the −20 °F (−29 °C) at which salt stops working. Unlike salt, the non-corrosive de-icer does not harm the bridge, but it is more costly. The system is designed to be activated manually, or automatically via sensors along the road. However, plowing would still be required on the roadway. The idea behind the de-icing system is to keep the pavement wet and prevent the formation of ice. Construction delays were caused by river flooding during spring rains. A design mistake meant that one of the bridges in the structure was built a foot (30 cm) too low, and Grandville Avenue was lowered to compensate for the error. Before the opening, MDOT held a ribbon-cutting ceremony on the freeway to allow local residents to walk along the structure on August 12. The first northbound lanes were opened to traffic in mid-August, three weeks ahead of schedule. Lead contractor Kiewit Western, a company whose "employees have been known to work 13-hour days and 100-hour weeks", accelerated their work schedule over the course of the project to compensate for the delays and still finish the venture early. The remaining lanes opened to traffic on October 26, also ahead of schedule. Additional work started after the main roadway opened by closing various ramps for reconstruction. This work also focused on restoring parking lots located under or adjacent to the freeway and testing the de-icing system; the final ramps were opened in early December 2000 and early January 2001. The end result of the construction produced a freeway design that increased the rated traffic speed from 45 to 50 mph (72 to 80 km/h). ### 21st century changes MDOT approved a \$3.5 billion 10-year transportation plan (equivalent to \$ in ) in 1986 that included an extension of the US 131 freeway north to Manton. Construction started on the Cadillac bypass in 1999, and the first section was opened to traffic in November 2000. This 3.5-mile (5.6 km) southern segment ran from US 131 south of town to M-55 east of downtown. US 131 remained routed through downtown, but M-55 was rerouted to the bypass. Local residents were allowed to use the northern section of the bypass for recreational activities until it was opened to traffic. The full 9.2-mile (14.8 km) bypass around Cadillac was dedicated to Sidney Ouwinga in a ceremony on October 27, 2001, and the road was opened to traffic on October 30, 2001. The former routing through town was redesignated Bus. US 131 at the same time. Ouwinga was a state lawmaker who died in 1991 while serving in the Michigan House of Representatives. He was also a member of the US 131 Area Development Association which promoted further northern extensions of the freeway. The 10.5-mile (16.9 km) freeway expansion north around the city of Manton was opened in 2003. The former routing was redesignated as a business loop at the time. The two bypasses cost \$146 million (equivalent to \$ in ) to complete. Design plans for the new bridge over the St. Joseph River were announced in January 2011. The expected groundbreaking on the venture was scheduled for February 4, 2013, with planned completion in 2014. Residents in the community were divided over the proposed five-mile (8.0 km) highway. Business owners look to the 3,000 cars and trucks that pass through downtown Constantine each day for customers, traffic that would be diverted around the village by the new roadway. On the other hand, residents that work outside of the small community were looking forward to decreased commute times to their workplaces. The bypass opened on October 30, 2013. The City of Kalamazoo accepted jurisdiction of the trunklines within the city's downtown from MDOT in January 2019; M-43 was rerouted out of the city as a result. After the change, M-43 ran concurrently along US 131 from Oshtemo Township on the west side of Kalamazoo to Plainwell. Bus. US 131 in Kalamazoo was also truncated, and the BL I-94 overlap removed. ## Future Originally, MDOT and its predecessor agencies had planned to convert US 131 into a freeway all the way to Petoskey. They suggested adding the highway to the Interstate Highway System in the late 1960s, when the federal government took proposals for additions to the network of highways. While further northward extension of the freeway from Manton to Kalkaska and beyond was postponed by the department in the 1970s, and canceled "perhaps forever" in the early 1980s, MDOT made an attempt to revive the extension to Kalkaska in 2000. The proposal was ultimately abandoned when the year's transportation plan was finalized. A bridge replacement project over the Manistee River in 2009–10 ensured the end of further consideration by MDOT of the proposal. According to the local project director, "currently, the department has no plans [to expand the freeway]. Someday it may happen, but not in the foreseeable future." A southerly extension of the freeway to or near the Indiana state line is still under study. Improvements to the US 131 corridor from Portage to the Indiana Toll Road have been underway for several years and although a late-2005 decision by MDOT to not pursue a new controlled-access route through St. Joseph County seemed to terminate the discussion, public outcry and backlash from local legislators forced the department to re-evaluate its decision. State House Speaker Craig DeRoche was critical of the original decision, citing the economic development benefit such a road would bring to the area in defense of the proposed freeway. The previous "no-build decision" was rescinded in April 2006. MDOT has begun a project to upgrade a 16.4-mile (26.4 km) segment of US 131 in St. Joseph County, home of one of the most dangerous roadway sections in Southwest Michigan for auto crashes. The final environmental impact statement for the project was published in mid-2008 and the preferred alternative consists of a two-lane road bypassing the village of Constantine. The new highway would maintain access to local roads via at-grade intersections, and the department would maintain jurisdiction of the old route through town. MDOT has stated that present traffic demands do not warrant the cost of a full freeway facility on a new alignment from the Indiana Toll Road to north of Three Rivers, stating that such a project would cost over \$300 million (equivalent to \$ in ) to build. Construction plans were placed on hold after an announcement in June 2009 as various proposals around the state, including the Constantine bypass, were shelved until funding issues could be resolved. In total, 137 road and bridge projects totaling \$740 million were delayed to 2012 because the state could not match available federal funding to pay for the work. ## Memorial designations US 131 and its predecessors bears several memorial designations in addition to the Sidney Ouwinga Memorial Bypass near Cadillac. One of the oldest is the Mackinaw Trail, named after a former Indian trail that ran from Saginaw to Mackinaw City and Sault Ste. Marie. By 1915, the name was transferred to the roadway that was later numbered US 131. The Mackinaw Trail Association was formed that year to promote an all-weather highway between Grand Rapids and Mackinaw City, using a logo incorporating a trout for the road. The name was to be officially applied to the highway in 1929, but the State Senate did not agree to the proposal. The official endorsement of the name came in 1959, after the opening of the Mackinac Bridge revitalized the idea. During World War I, households would display a service flag if a family member was serving in the war. A blue star denoted a service member in action, and a gold star symbolized someone who died in the military. In St. Joseph County, the chapters of the Daughters of the American Revolution and the American Legion wanted to honor the local fallen soldiers. Using the flags as inspiration, they planted 100 black walnut and four Norway spruce trees along the road south of Three Rivers. Dedicated on May 4, 1924, this tribute was named the Gold Star Memorial Highway and ran for 1.5 miles (2.4 km) along what is now US 131 south of Three Rivers. In 1921, the section of highway south of Kalamazoo was named part of the Colgrove Highway. This designation included several other roads in the Lower Peninsula, all named in honor of Philip Colgrove, the first president of the Michigan Good Roads Association. Colgrove was also the Barry County prosecutor and a state senator in the late 19th century. No maps document the name, although the original law remains in records. The Michigan Legislature proposed a bill in 2000 that would have repealed the 1921 statute naming the Colgrove Highway, but the bill ultimately faded, sparing the name. In the age of the auto trails, it was common for highways to be named rather than numbered. An attempt to create a trail such as the Lincoln Highway failed in Michigan. School children in 1926 from Anderson, Indiana, wanted to honor James Whitcomb Riley, the poet from the Hoosier State, with a highway that connected the country's summer and winter resort areas. The Michigan segment of the road running through the state was to follow what would later be US 131. The James Whitcomb Riley Association promoted the highway by painting white bands on telephone poles with the name of the road in orange letters during that August and September. However, the road in question was already named the Mackinaw Trail, and the association did not secure permission of the state highway commissioner, as was required by a 1919 Michigan law. The law made it illegal for any "association to delineate or mark any other routes or trails through the State of Michigan... unless the same shall be approved in writing by the State Highway Commissioner." As a result, government officials refused to endorse the association's proposal, and Michigan was excluded from the highway. The efforts of the national association were stunted by the halted progress, and the highway was disbanded by December 1926. The Michigan Trail, another auto trail from the 1920s, "followed just about every major trunk line at that time in the Lower Peninsula and covered over a thousand miles [1,600 km] of state highways." The Michigan Trail started in Toledo, Ohio, and ran to Detroit; its branches extended to New Buffalo, Grand Rapids, and Port Huron. Other segments included US 131 between Kalamazoo and Petoskey, US 31 between New Buffalo and the Straits of Mackinac and a route between Port Huron and Big Rapids. The highway failed as a concept because it lacked focus, and many of the segments of roadway had already assigned names. The most recent name applied to US 131 is related to the first. Enacted in 2004, Public Act 138 added an additional name to the Mackinaw Trail from the M-66 junction near Kalkaska to Petoskey, the "Green Arrow Route-Mackinaw Trail". Residents of the state have questioned the wisdom of having a "compound road name whose signboards [would] be nearly as long as the highway itself." ## Historic bridges MDOT maintains a listing of historic bridges that includes two which formerly carried US 131. In 1913, the State Trunk Line Act required the highway department to build and maintain bridges at the state's expense if they were included in the nascent highway system. Among the first of these state-built structures is the Division Avenue–Plaster Creek Bridge in Grand Rapids. The crossing is listed on the NRHP for its architectural and engineering significance. Built as Trunk Line Bridge No. 3 over Plaster Creek in 1914 by the MSHD, the span cost just over \$6,000 (equivalent to \$ in ). Division Avenue carried US 131 until the construction of the freeway through Grand Rapids in the 1960s. The bridge, a filled spandrel arch design, is 50-foot-long (15 m), and was modified in 1935 to widen its deck from 28 feet (8.5 m) to the current 43 feet (13 m). The structure was added to the NRHP on December 17, 1999. The second bridge listed by MDOT is the crossing of the Little Muskegon River for 190th Avenue in southern Mecosta County. Like the Plaster Creek bridge, this structure was also built by the MSHD under the Trunk Line Act of 1913. Built in 1916–17 the 45-foot-long (14 m), 18-foot-wide (5.5 m), concrete through-girder bridge cost around \$10,000 (equivalent to \$ in ) to build. It was initially named Trunk Line Bridge No. 61. The span is the oldest concrete girder bridge designed by the MSHD. US 131 followed 190th Avenue over the river until a realignment shifted the highway to another route in 1927. ## Exit list ## See also - Business routes of U.S. Route 131
52,573,493
High Explosive Research
1,162,491,023
UK atomic bomb development project
[ "Code names", "Former nuclear research institutes", "Nuclear history of the United Kingdom" ]
High Explosive Research (HER) was the British project to develop atomic bombs independently after the Second World War. This decision was taken by a cabinet sub-committee on 8 January 1947, in response to apprehension of an American return to isolationism, fears that Britain might lose its great power status, and the actions by the United States to withdraw unilaterally from sharing of nuclear technology under the 1943 Quebec Agreement. The decision was publicly announced in the House of Commons on 12 May 1948. HER was a civil project, not a military one. Staff were drawn from and recruited into the Civil Service, and were paid Civil Service salaries. It was headed by Lord Portal, as Controller of Production, Atomic Energy, in the Ministry of Supply. An Atomic Energy Research Establishment was located at a former airfield, Harwell, in Berkshire, under the direction of John Cockcroft. The first nuclear reactor in the UK, a small research reactor known as GLEEP, went critical at Harwell on 15 August 1947. British staff at the Montreal Laboratory designed a larger reactor, known as BEPO, which went critical on 5 July 1948. They provided experience and expertise that would later be employed on the larger, production reactors. Production facilities were constructed under the direction of Christopher Hinton, who established his headquarters in a former Royal Ordnance Factory at Risley in Lancashire. These included a uranium metal plant at Springfields, nuclear reactors and a plutonium processing plant at Windscale, and a gaseous diffusion uranium enrichment facility at Capenhurst, near Chester. The two Windscale reactors became operational in October 1950 and June 1951. The gaseous diffusion plant at Capenhurst began producing highly enriched uranium in 1954. William Penney directed bomb design from Fort Halstead. In 1951 his design group moved to a new site at Aldermaston in Berkshire. The first British atomic bomb was successfully tested in Operation Hurricane, during which it was detonated on board the frigate HMS Plym anchored off the Monte Bello Islands in Australia on 3 October 1952. Britain thereby became the third country to test nuclear weapons, after the United States and the Soviet Union. The project concluded with the delivery of the first of its Blue Danube atomic bombs to Bomber Command in November 1953, but British hopes of a renewed nuclear Special Relationship with the United States were frustrated. The technology had been superseded by the American development of the hydrogen bomb, which was first tested in November 1952, only one month after Operation Hurricane. Britain went on to develop its own hydrogen bombs, which it first tested in 1957. A year later, the United States and Britain resumed nuclear weapons cooperation. ## Background ### Tube Alloys 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 nucleus had been split. Hahn wrote to his colleague Lise Meitner, who, with her nephew Otto Frisch, developed a theoretical justification for the process, which they published in Nature in 1939. By analogy with the division of biological cells, they named the process "fission". The discovery of fission raised the possibility that an extremely powerful atomic bomb could be created. The term was already familiar to the British public through the writings of H. G. Wells, in his 1913 novel The World Set Free. George Paget Thomson, at Imperial College London, and Mark Oliphant, an Australian physicist at the University of Birmingham, were 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 that it was not worth pursuing; but at Birmingham, Oliphant's team had reached a strikingly different conclusion. Oliphant had delegated the task to two German refugee scientists, Rudolf Peierls and Frisch, who could not work on the university's secret projects like radar because they were enemy aliens and therefore lacked the necessary security clearance. They calculated the critical mass of a metallic sphere of pure uranium-235, and found that instead of tons, as everyone had assumed, as little as 1 to 10 kilograms (2.2 to 22.0 lb) would suffice, which would explode with the power of thousands of tons of dynamite. Oliphant took the Frisch–Peierls memorandum to Sir Henry Tizard, the chairman of the Tizard Committee, and the MAUD Committee was established to investigate further. It directed an intensive research effort, and in July 1941, produced two comprehensive reports that concluded an atomic bomb was not only technically feasible, but could be produced before the war ended, perhaps in as little as two years. The Committee unanimously recommended pursuing the development of an atomic bomb as a matter of urgency, although it recognised that the resources required might be beyond those available to Britain. A new directorate known by the deliberately misleading name of Tube Alloys was created to coordinate this effort. Sir John Anderson, the Lord President of the Council, became the minister responsible, and Wallace Akers from Imperial Chemical Industries (ICI) was appointed the director of Tube Alloys. ### Manhattan Project In July 1940, Britain had offered to give the United States access to its scientific research, and Cockcroft, as part of the Tizard Mission, briefed American scientists on British developments. He discovered that the American project was smaller than the British, and not as far advanced. The British and American projects exchanged information, but did not initially combine their efforts. British officials did not reply to an August 1941 American offer to create a combined project. In November 1941, Frederick L. Hovde, the head of the London liaison office of the American Office of Scientific Research and Development (OSRD), raised the issue of cooperation and exchange of information with Anderson and Lord Cherwell, who demurred, ostensibly over concerns about American security. Ironically, it was the British project that had already been penetrated by atomic spies for the Soviet Union. The United Kingdom did not have the manpower or resources of the United States, and despite its early and promising start, Tube Alloys fell behind its American counterpart and was dwarfed by it. On 30 July 1942, Anderson advised the Prime Minister, Winston Churchill, that: "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." The British considered producing an atomic bomb without American help, but the project would have needed overwhelming priority, the projected cost was staggering, disruption to other wartime projects was inevitable, and it was unlikely to be ready in time to affect the outcome of the war in Europe. The unanimous response was that before embarking on this, another effort should be made to secure American cooperation. At the Quadrant Conference in August 1943, Churchill and the American President, Franklin Roosevelt, signed the Quebec Agreement, which merged the two national projects. Its terms made it clear that Britain was the junior partner in the Grand Alliance. The British considered the Quebec Agreement to be the best deal they could have struck under the circumstances, and the restrictions were the price they had to pay to obtain the technical information needed for a successful post-war nuclear weapons project. Margaret Gowing noted that the "idea of the independent deterrent was already well entrenched." The Quebec Agreement established the Combined Policy Committee and the Combined Development Trust to coordinate their efforts. The 19 September 1944 Hyde Park Aide-Mémoire extended both commercial and military cooperation into the post-war period. A British mission led by Akers assisted in the development of gaseous diffusion technology at the SAM Laboratories in New York. Another, led by Oliphant, who acted as deputy director at the Berkeley Radiation Laboratory, assisted with the electromagnetic separation process. Cockcroft became the director of the Anglo-Canadian Montreal Laboratory. The British mission to the Los Alamos Laboratory led by James Chadwick, and later Peierls, included distinguished scientists such as Geoffrey Taylor, James Tuck, Niels Bohr, William Penney, Frisch, Ernest Titterton and Klaus Fuchs, who was later revealed to be a Soviet spy. As overall head of the British Mission, Chadwick forged a close and successful partnership with Brigadier General Leslie R. Groves, the director of the Manhattan Project. He ensured that British participation was complete and wholehearted. ### End of American cooperation With the end of the war the Special Relationship between Britain and the United States "became very much less special". The British government had trusted that America would share nuclear technology, which it considered a joint discovery. On 8 August 1945 the Prime Minister, Clement Attlee, sent a message to President Harry Truman in which he referred to themselves as "heads of the Governments which have control of this great force". Roosevelt had died on 12 April 1945, and the Hyde Park Aide-Mémoire was not binding on subsequent administrations. In fact, the American copy was temporarily physically lost. When Field Marshal Henry Maitland Wilson raised the matter in a Combined Policy Committee meeting in June, the American copy could not be found. The British sent Secretary of War, Henry L. 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, and thought it had something to do with naval guns. On 9 November 1945, Attlee and the Prime Minister of Canada, Mackenzie King, went to Washington, D.C., to confer with Truman about future cooperation in nuclear weapons and nuclear power. A Memorandum of Intention they signed replaced the Quebec Agreement. It made Canada a full partner; continued the Combined Policy Committee and Combined Development Trust; and reduced the obligation to obtain consent for the use of nuclear weapons to merely requiring consultation. The three leaders agreed that there would be full and effective cooperation on atomic energy, but British hopes for a resumption of cooperation on nuclear energy were disappointed. The Americans soon made it clear that cooperation was restricted to basic scientific research. The next meeting of the Combined Policy Committee on 15 April 1946 produced no accord on collaboration, and resulted in an exchange of cables between Truman and Attlee. Truman cabled on 20 April that he did not see the communiqué he had signed as obligating the United States to assist Britain in designing, constructing and operating an atomic energy plant. The passing of the Atomic Energy Act of 1946 (McMahon Act) in August 1946, which was signed by Truman on 1 August 1946, and went into effect at midnight on 1 January 1947, ended technical cooperation. Its control of "restricted data" prevented the United States' allies from receiving any information. This partly resulted from the arrest for espionage of British physicist Alan Nunn May, who had worked in the Montreal Laboratory, in February 1946, while the legislation was being debated. The remaining British scientists working in the United States were denied access to papers that they had written just days before. ## Resumption of independent UK efforts ### Organisation Attlee had created a cabinet sub-committee, the Gen 75 Committee (known informally by Attlee as the "Atomic Bomb Committee"), on 10 August 1945 to examine the feasibility of a nuclear weapons programme. To provide technical advice, Attlee created an Advisory Committee on Atomic Energy, with Anderson as its chairman. Anderson was an independent Member of Parliament for the Scottish Universities who sat on the Opposition Front Bench. As chairman of the Advisory Committee on Atomic Energy, Anderson had his own office in the Cabinet Office, and the services of its secretariat. He accompanied Attlee on his November 1945 trip to the United States. A 2 September 1945 Admiralty study of "The Influence of the Atomic Bomb on War" forecast that an enemy could build 500 bombs during ten years of peace, and warned that if 10 per cent of the arsenal was used on the United Kingdom, "over night the main base of the British Empire could be rendered ineffective", with enough left for other British forces around the world. In October 1945, the Gen 75 Committee considered the issue of ministerial responsibility for atomic energy. The Cabinet Secretary, Sir Edward Bridges, and the Advisory Committee on Atomic Energy both recommended that it be placed within the Ministry of Supply. Developing atomic energy would require an enormous construction effort, which the Ministry of Supply was best equipped to undertake. The Tube Alloys Directorate was transferred from the Department of Scientific and Industrial Research to the Ministry of Supply effective 1 November 1945. To coordinate the atomic energy effort, it was decided to appoint a Controller of Production, Atomic Energy (CPAE). The Minister of Supply, John Wilmot, suggested Marshal of the Royal Air Force Lord Portal, the wartime Chief of the Air Staff. Portal was reluctant to accept the post, as he felt that he lacked administrative experience outside the Royal Air Force, but eventually accepted it for a two-year term, commencing in March 1946. In this role he had direct access to the Prime Minister. Portal ran the project until 1951, when he was succeeded by Sir Frederick Morgan. He established his headquarters at Shell Mex House on the Strand, London, where the wartime Tube Alloys had been. Special security barriers were installed to close off this section of the offices, giving the area the nickname "the Cage". With Portal's appointment came consideration of splitting Anderson's committee, which functioned as both an advisory and an interdepartmental body. In August 1946, a new standing committee was created, the Atomic Energy Official Committee, which assumed the interdepartmental function. In March 1947, Roger Makins became its chairman. Anderson's committee declined in influence, and was disbanded when he departed at the end of 1947. During the war, Christopher Hinton had been seconded from ICI to the Ministry of Supply and had become Deputy Director General of Filling Factories. He was due to return to ICI at the end 1945, but agreed to oversee the design, construction and operation of the new facilities at a salary far below that offered by ICI. He established his headquarters in a former Royal Ordnance Factory at Risley in Lancashire on 4 February 1946. Portal also created a position of Deputy Controller (Technical Policy), to which he appointed Michael Perrin. This created ill-feeling, as Perrin had been junior to Hinton at ICI. Portal also created a Technical Committee to replace the old Tube Alloys Technical Committee. To give the Ministry of Supply's control over atomic energy a legal form, a bill was introduced into the House of Commons on 1 May 1946 that became law as the Atomic Energy Act 1946 on 6 November 1946. During the war, Chadwick, Cockcroft, Oliphant, Peierls, Harrie Massey and Herbert Skinner had met in Washington, D.C., in November 1944, and drawn up a proposal for a British atomic energy research establishment, which they had calculated would cost around £1.5 million. The Tube Alloys Committee endorsed their recommendation in April 1945, and Attlee announced its creation in the House of Commons on 29 October 1945, informing the House that it would cost about £1 million to build and £500,000 per annum to run. The obvious choices for a director of the new establishment were Chadwick and Cockcroft, and the former urged that the latter be appointed. Cockcroft agreed, subject to stipulation in writing that he would be answerable only to the Minister and his Permanent Secretary, and, except where subject to requirements for military secrecy, the establishment would be run like a university, with free exchange of views and the publication of papers. His appointment was announced in November 1945, although he did not leave Canada until September 1946. The Atomic Energy Research Establishment (AERE) did not come under Portal's control until January 1950. A committee selected a site for the AERE at RAF Harwell, an airfield about 13 miles (21 km) south of Oxford. The airfield was a modern one, with a long runway, and the Air Ministry was reluctant to release it until the Prime Minister intervened. Responsibility for the development of atomic bombs lay outside the realm of the Ministry of Defence. One reason for this was that it was only created in October 1946, by which time Portal had already been appointed as CPAE. Tizard became the Chief Scientific Adviser to the Ministry of Defence in November 1946, and in January 1947 he also became the chairman of the Defence Research Policy Committee (DRPC), which was established to advise the Minister of Defence and the Chiefs of Staff on matters of scientific policy. Tizard attempted to gain some control over nuclear weapons policy. Anderson's advisory committee was abolished at the end of 1947, and two new committees were established in its place, the Atomic Energy (Defence Research) Committee AE(DR), which came under the DRPC, and was chaired by Tizard; and the Atomic Energy (Review of Production) Committee, which was answerable to Portal. But Tizard failed to gain control of atomic energy policy. ### Decision An early debate among the scientists was whether the fissile material for an atomic bomb should be uranium-235 or plutonium. Tube Alloys had performed much of the pioneering research on gaseous diffusion for uranium enrichment, and Oliphant's team in Berkeley were well-acquainted with the electromagnetic process. The staff that had remained in Britain strongly favoured uranium-235; but the scientists that had worked in the United States argued for plutonium on the basis of its greater efficiency as an explosive, despite the fact that they had neither the expertise in the design of nuclear reactors to produce it, nor the requisite knowledge of plutonium chemistry or metallurgy to extract it. However, the Montreal Laboratory had designed and was building pilot reactors, and had carried out some work on separating plutonium from uranium. The Manhattan Project had pursued both avenues, and the scientists who had worked at Los Alamos were aware of work there with composite cores that used both; but there were concerns that Britain might not have the money, resources or skilled manpower for this. In the end, it came down to economics; a reactor could be built more cheaply than a separation plant that produced an equivalent quantity of enriched uranium, and made more efficient use of uranium fuel. A reactor and separation plant capable of producing enough plutonium for fifteen bombs per year was costed at around £20 million. The facility was approved by the Gen 75 committee on 18 December 1945 "with the highest urgency and importance". A few months later, Portal, who had not been appointed when this decision was taken, began to have doubts. Word reached him of problems with the Hanford Site reactors, which had been all but completely shut down due to Wigner's disease. On a visit to the United States in May 1946, Groves advised Portal not to build a reactor. By this time, there was interest from the scientists in making better use of uranium fuel by re-enrichment of spent fuel rods. A gaseous diffusion plant was costed at somewhere between £30 and £40 million. The Gen 75 Committee considered the proposal in October 1946. Perrin, who was present, later recalled that: > The meeting was about to decide against it on grounds of cost, when [Ernest] Bevin arrived late and said "We've got to have this thing. I don't mind it for myself, but I don't want any other Foreign Secretary of this country to be talked at or to by the Secretary of State of the United States as I have just been in my discussion with Mr Byrnes. We've got to have this thing over here, whatever it costs ... We've got to have the bloody Union Jack flying on top of it." Penney had joined the Los Alamos Laboratory in 1944, and had served on the Target Committee that had selected cities to be attacked. He had been in the observation plane Big Stink during the bombing of Nagasaki, and had done damage assessment on the ground following Japan's surrender. He had returned to England in November 1945 intending to resume his academic career, but was approached by C. P. Snow, one of the Civil Service Commissioners, and asked to become Chief Superintendent Armament Research (CSAR, pronounced "Caesar"), in charge of the Ministry of Supply's Armaments Research Department (ARD) at Fort Halstead in Kent. His appointment as CSAR was announced on 1 January 1946, but Groves asked him to assist in the American Operation Crossroads nuclear tests at Bikini Atoll. Penney left for the United States in March 1946, and did not return to Britain until October 1946. Portal then asked him to draw up a scheme for an Atomic Weapons Section within the Armaments Research Department which would design, develop and construct atomic bombs. In his 1 November 1946 report to Portal, which he had to type himself for security reasons, Penney provided a proposed organisation chart, detailed his staffing requirements, and listed his accommodation requirements, which he felt could be met at Fort Halstead, the Royal Arsenal at Woolwich, and Shoeburyness. In July 1946, the Chiefs of Staff Committee considered the issue of nuclear weapons, and recommended that Britain acquire them. This recommendation was accepted by the Cabinet Defence Committee on 22 July 1946. The Chief of the Air Staff, Lord Tedder, officially requested an atomic bomb on 9 August 1946. The Chiefs of Staff estimated that 200 bombs would be required by 1957. Despite this, and the research and construction of facilities that had already been approved, there was still no official decision to proceed with making atomic bombs. Portal submitted his proposal to do so at the 8 January 1947 meeting of the Gen 163 Committee, another ad hoc committee, which agreed to proceed with the development of atomic bombs. It also endorsed Portal's proposal to place Penney in charge of the bomb development effort, although Penney was not informed of this decision until May. Of the decision, Margaret Gowing wrote: > The British decision to make an atomic bomb had "emerged" from a body of general assumptions. It had not been a response to an immediate military threat but rather something fundamental and almost instinctive—a feeling that Britain must possess so climactic a weapon in order to deter an atomically armed enemy, a feeling that Britain as a great power must acquire all major new weapons, a feeling that atomic weapons were a manifestation of the scientific and technological superiority on which Britain's strength, so deficient if measured in sheer numbers of men, must depend. This represented deep-rooted British political and strategic ideas. The war had left Britain impoverished. Its gold and dollar reserves had been depleted. A third of its merchant ships now lay on the bottom of the ocean. About 250,000 homes had been destroyed and another 3 million had been damaged while hardly any had been built for years. In early 1947, factories suspended production for want of coal. The United States had abruptly terminated Lend-Lease when the war ended. In its place was a \$3.75 billion loan from the United States and a \$1.25 billion loan from Canada, most of which had been spent by August 1947. Nonetheless, there remained an implacable belief that the future would be like the past. Bevin told the House of Commons on 16 May 1947 that: > His Majesty's Government does not accept the view ... that we have ceased to be a great power, or the contention that we have ceased to play that role. We regard ourselves as one of the powers most vital to the peace of the world, and we still have a historic part to play. The very fact we have fought so hard for liberty, and paid such a price, warrants our retaining that position; and indeed it places a duty upon us to continue to retain it. I am not aware of any suggestion, seriously advanced, that by a sudden stroke of fate, as it were, we have overnight ceased to be a great power. In his 1961 memoirs, Attlee explained his decision: > At that time we had to bear in mind that there was always the possibility of [the United States] withdrawing and becoming isolationist again. The manufacture of a British atom bomb was therefore at that stage essential to our defence. You must remember this was all prior to NATO. NATO has altered things. But at that time although we were doing our best to make the Americans understand the realities of the European situation—the world situation—we couldn't be sure we'd succeed. In the end we did. But we couldn't take risks with British security in the meantime. The decision was publicly announced in the House of Commons on 12 May 1948 by the Minister of Defence, Albert Alexander, albeit in an oblique answer to a pre-arranged question from George Jeger, a Labour Party backbencher. D notice No. 25 prohibited the publication of details on the design, construction or location of atomic weapons. The project was hidden under the cover name "Basic High Explosive Research". "Basic" was soon dropped and it became simply "High Explosive Research" (HER). ## Uranium Uranium was the only known fuel for nuclear reactors, so securing an adequate supply was crucial to the British atomic energy programme. During the war, Britain took the lead in reopening the world's richest uranium mine, the Shinkolobwe mine in the Belgian Congo, which had been flooded and closed, as 30 per cent of the stock in Union Minière du Haut Katanga, the company that owned the mine, was controlled by British interests. In May 1944, Sir John Anderson and US Ambassador John Winant negotiated a deal with the Belgian government in exile and Edgar Sengier, the director of Union Minière, for the mine to be reopened and 1,720 long tons (1,750 t) of ore to be purchased at \$1.45 a pound. American and British leaders concluded that it was in their best interest to gain control of as much of the world's uranium deposits as possible. The Combined Development Trust was established for this purpose on 14 June 1944. It consisted of three American, two British and one Canadian members, with an American, initially Groves, as chairman. By the end of the war, it had control of 97 per cent of the world's uranium and 65 per cent of the thorium. During the war, all the uranium from the Congo had gone to the United States, as had that captured in Europe by the Alsos Mission, even though some of it passed through British hands. The entire output of the Shinkolobwe mine was contracted to the Combined Development Trust until 1956, but in March 1946 there were fears that the mine might be exhausted in 1947, resulting in a severe uranium shortage. After some negotiation, Groves and Chadwick agreed on a division of uranium ore production, with everything up to March 1946 going to the United States, and supplies being shared equally thereafter. At the Combined Policy Committee meeting on 31 July 1946, the financial arrangements were adjusted. Previously, the two countries had split the costs equally; henceforth each would pay for only what they actually received. Britain was therefore able to secure the uranium it needed without having to outbid the United States, and paid for it in sterling. Meanwhile, because the adjustment applied retrospectively to VJ Day, it received reimbursement for the supplies allocated to the United States, thus easing Britain's dollar shortage. By the end of 1946, Britain had received 1,350 long tons (1,370 t), and another 500 was stockpiled for the Trust at Springfields, near Preston in Lancashire. Uranium ore was stockpiled in Britain because the McMahon Act did not permit it to be exported from the United States. Groves extended the arrangement into 1947, and another 1,400 long tons (1,400 t) was shipped to Britain, all of which was added to the Springfields stockpile. Its growing size was the principal reason the Americans reopened the negotiations resulting in the Modus Vivendi, which allowed for limited sharing of technical information between the United States, Britain and Canada. Under this agreement, all the Congo ore from 1948 and 1949 was shipped to the United States. The Trust was renamed the Combined Development Agency in January 1948. The first Soviet atomic bomb test in August 1949 was embarrassing to the British (who had not expected a Soviet atomic weapon until 1954) for having been beaten, but it was for the Americans another reason for cooperation. The agreement on raw materials was due to expire at the end of the year. The Americans offered to make bombs in the United States available for Britain to use if the British agreed to end their atomic bomb programme. This offer was rejected on the grounds that it was not "compatible with our status as a first class power to depend on others for weapons of this supreme importance." Instead, the British suggested that there would be a full exchange of atomic information, and in return for ending the production of atomic bombs in Britain, American bombs would be stored in Britain under British control. This would have given Britain nuclear weapons much sooner than its own target date of late 1952. The opposition of several key officials, including the United States Atomic Energy Commission's Lewis Strauss, and Senators Bourke B. Hickenlooper and Arthur Vandenberg, coupled with security concerns aroused by the 2 February 1950 arrest of Fuchs, who was working at Harwell, as a Soviet spy, caused the proposal to be rejected. By this time, most of the original 1,350 long tons (1,370 t) allocated to Britain had been used up, and the Americans agreed to allocate 505 long tons (513 t) from the Springfields stockpile. Britain was allocated a further 561 long tons (570 t) in 1951, and 500 long tons (510 t) in 1952. Due to increased production, and the discovery and development of new sources of uranium in Portugal, South Africa and Australia, there was sufficient uranium for the United States, British and Canadian programmes, although Britain had to cancel a reactor in 1949. ## Production facilities Between January 1946 and March 1953, £44 million was spent on constructing nuclear weapons facilities. Staff were drawn from and recruited into the Civil Service, and were paid Civil Service salaries. ### Uranium metal plant During the war, Chadwick had arranged for ICI to build a small plant to produce uranium. By 1947, it was operational and producing 3,000 pounds (1,400 kg) per week. This would be used in BEPO, the experimental reactor built at Harwell, but the plant required uranium oxide feed, and the export of this from the United States was banned under the McMahon Act. Hinton and his staff at Risley built a new uranium plant at Springfields, on the site of a former poison gas plant, at a cost of £5.5 million. The first uranium metal was produced in October 1948. Uranium ore was crushed and dissolved in acids. Impurities were separated and uranium oxide was precipitated. Radium was returned to Union Minière under the contract with the company. The uranium oxide was then purified. It was dissolved in nitric acid to produce uranyl nitrate. This was then dissolved in ether, drawn off and precipitated by the addition of ammonia, producing ammonium diuranate. The ammonium diuranate was heated in a furnace and reduced with hydrogen and hydrofluoric acid to produce uranium tetrafluoride. Heating and mixing with calcium metal reduced it to metallic uranium, leaving calcium fluoride behind as a slag. The metallic uranium was then cast into billets. These were extruded into rods and sealed in aluminium cans. ### Nuclear reactors The first nuclear reactor in the UK, a small 100 kW research reactor known as GLEEP, went critical at Harwell on 15 August 1947. It was fuelled by 12 long tons (12 t) of uranium metal and 21 long tons (21 t) of uranium dioxide, and used 505 long tons (513 t) of nuclear graphite as a neutron moderator. This was fine for some experimental work, but the production of radioactive isotopes required a more powerful 6,000 kW reactor with a higher neutron flux. British staff at the Montreal Laboratory had designed BEPO in 1945 and 1946; Risley handled the engineering and construction. The key choices in reactor design are the selection of the fuel, the neutron moderator, and the coolant. Since enriched uranium was unavailable, the only available fuel was natural uranium. Similarly, while the Montreal Laboratory had experience with designing and building the ZEEP heavy-water reactor in Canada, no heavy water was available in the UK, so graphite was the only choice for a neutron moderator. That left cooling, and for an experimental reactor, air cooling was the obvious choice. The resulting reactor was thus quite similar to the American X-10 Graphite Reactor. BEPO, which went critical on 5 July 1948, used 40 long tons (41 t) of metallic uranium and 850 long tons (860 t) of graphite, encased in 600 long tons (610 t) of steel and 3,000 long tons (3,000 t) of concrete. For the plutonium-producing production reactors, the same reasons mandated the use of natural uranium fuel and graphite as a moderator; but it was originally assumed that they would be water-cooled like the American reactors at the Hanford Site. A water-cooled reactor of the required size would require about 30,000 imperial gallons (140,000 L; 36,000 US gal) of water per day, preferably very pure so as to avoid corroding the metal pipes. Moreover, there were concerns about safety. Water absorbs neutrons, so if there is a sudden loss of cooling water this will result in an increase in the neutron flux and the reactor temperature, and possibly a catastrophic nuclear meltdown. Such an event did indeed occur in the Chernobyl disaster in 1986. The American solution was to locate the facility in a remote location, but in the densely-populated British Isles the only such locations were in the north and west of Scotland. By April 1947, Hinton had convinced Portal of the advantages of a gas-cooled system. Helium was at first the preferred choice as a coolant gas, but the main source of it was the United States, and under the McMahon Act, the United States would not supply it for nuclear weapons production, so, in the end, air cooling was chosen. With the need for a remote site obviated, it was decided to build the facility on the coast of Cumberland at a former Royal Ordnance Factory, ROF Drigg. This was soon switched to a more suitable site at the nearby former ROF Sellafield. To avoid any confusion with Springfields, the name was changed to Windscale. Construction began in September 1947. The danger of the Wigner Effect was not overlooked. Walter Zinn visited Britain in 1948 and provided crucial information. New calculations based on this meant that the layout of the graphite blocks, which were already being machined, had to be changed. The two Windscale reactors became operational in October 1950 and June 1951. Due to faulty calculations at the design stage, the reactors did not produce the expected output. As a result, extraordinary measures had to be taken to provide Penney with a first shipment of plutonium in June 1952, and sufficient quantity for a core by the 1 August 1952 deadline. Improvements in the bomb design ultimately meant that he could get by with 15 per cent less plutonium. Starting in 1953, the Windscale reactors were able to use slightly enriched uranium as a fuel. They were shut down after the Windscale fire in October 1957. ### Plutonium processing facility Cartridges of uranium were irradiated in the Windscale reactors to produce plutonium. The cartridges were pushed through the reactor, and exited on the other side, where they fell into submerged steel skips which were pulled into a deep cooling pond. After being irradiated, each cartridge contained as many as 180 isotopes of 35 different chemical elements. Less than half of one per cent of the feed would have been converted to plutonium, but about 5 per cent was now radioactive fission products, the remainder being slightly depleted uranium. After being stored underwater for 150 days, the short-lived isotopes had decayed, leaving significant quantities of about 20 radioactive isotopes. Using remote handling, the cartridges were placed in lead-lined "coffins" and transported to the chemical separation plant. At Hanford, the Americans had used a bismuth phosphate process to separate the plutonium from the uranium. This was wasteful; the plutonium was retrieved, but the uranium was left in a state from which it could not easily be recovered. A team at the Montreal Laboratory investigated this problem, and had devised a new process similar to that used with uranium. They had tried out the process, which they believed could be employed on an industrial scale, to extract 20 mg of plutonium from a spent Hanford fuel rod. The cartridges were dissolved in nitric acid and dibutyl carbitol was used to remove the plutonium. After 1946, the only source of plutonium was from the NRX reactor in Canada, and irradiated rods from there did not arrive in Britain until mid-1948. Nor would Harwell have been able to handle them if they had; a "hot" radioactive laboratory was not built until 1949, although a small hot laboratory was pressed into service in 1948. A pilot plant was established at the Chalk River Laboratories, which ran until 1950. Despite concerns over whether the process would work, numerous minor changes, and construction problems related to the steel used, the plant was completed on schedule in April 1951. The first active material was fed into the plant on 25 February 1952. The plant performed well for twelve years, exceeding its designed production targets, and was only decommissioned when a larger facility was required. The first plutonium billet was cast on 31 March 1952, but it was impure, and could not be used in a bomb. Further work at Harwell and Windscale was required to perfect the process. ### Gaseous diffusion plant The gaseous diffusion plant was the most complicated of all from an engineering point of view. Uranium hexafluoride gas was pumped into a cascade, becoming richer in uranium-235 at each stage as it passed through a series of membranes. Procuring the nickel powder used by the Manhattan Project was not a problem, as it came from a British firm. Once again, a Royal Ordnance Factory was chosen as the site, in this case ROF Capenhurst at Capenhurst, near Chester, which had the advantage of being only 25 miles (40 km) from Risley. One decision was that instead of producing uranium hexafluoride using elemental fluorine, which was difficult and hazardous to transport, it was produced at Springfields from chlorine trifluoride. This process was untried and did not work properly, and when production commenced in February 1952, the hexafluoride plant did not perform adequately. It had to be redesigned at a cost of £250,000. The gaseous diffusion plant at Capenhurst, which cost £14 million, started production in 1953, but only produced low-enriched uranium, and did not produce highly enriched uranium until 1954. By 1957 it was capable of producing 125 kg of highly enriched uranium per annum. British designs at this time used large amounts of enriched uranium; 87 kg for Green Bamboo, 117 kg for Orange Herald. At the end of 1961, having produced between 3.8 and 4.9 tonnes of highly enriched uranium, it was switched over to low-enriched uranium production for civil nuclear power. ## Bomb design Key staff recruited to work at Fort Halstead included John Challens, who commenced on 1 January 1948. By mid-1948, it became clear that Penney's initial estimate that he would require 220 staff was wide of the mark, and that he would need nearly 500. This meant not only taking personnel from other projects, but scrapping some entirely. In October 1948, Penney submitted a request for developing a new, separate site for HER on grounds of safety, security and economy. This was approved, but it took another six months to locate a suitable site. An airbase, RAF South Cerney in Gloucestershire was chosen, but the RAF refused to relinquish the site. A former airbase, RAF Aldermaston, was then selected. At the same time, it was decided to separate HER from the Armaments Research Establishment (ARE). This resulted in a painful bureaucratic battle over personnel like Challens, whose expertise was wanted for research on both nuclear weapons and guided missiles. In the end, HER kept 25 of the 30 key personnel that ARE wanted, including Challens. The site was taken over on 1 April 1950. Penney became Chief Superintendent High Explosive Research (CSHER). The first stage of work at Aldermaston was completed in December 1951, but the plutonium processing building was only handed over in April 1952, the month that the first plutonium was due to arrive from Windscale. At the peak of construction in 1953, over 4,000 personnel were working on the site. The choice of plutonium for the fissile component of the bomb meant that Penney's HER team at Fort Halstead had to design an implosion-type nuclear weapon. The Los Alamos Laboratory had solved the problem of doing this with explosive lenses. The involvement of several British scientists gave HER a solid base of experience to work from. The British design would hew to that of the American Fat Man as closely as possible. An important change would be the substitution of RDX, an ARD product, for Composition B as the fast explosive component of the lenses; Baratol would still provide the slow component. This was handled by the explosives experts at Woolwich, who devised the machining processes and produced prototypes of the lenses and moulds. Production was then handled by two Royal Ordnance Factories. The first lenses were delivered in 1952, and there were enough for two sets for the Operation Hurricane assemblies. Woolwich provided the supercharge, the spherical shell of explosive that encases the tamper. Test firings of explosive lenses were conducted at Foulness by a team under the direction of Roy Pilgrim. To achieve near-simultaneous detonations of the lenses, the Americans had developed the exploding-bridgewire detonator; this had to be duplicated. Ernest Mott and Cecil Bean developed them, while Challens devised the firing circuits. Work on the plutonium core had to wait until Windscale delivered sufficient product, which was not until late 1951. The uranium tamper proved more of a challenge for the metallurgists than anticipated, due to a shortage of machine tools and moulds, and difficulty with the vacuum furnace. The first spheres were cast in December 1951, and while they were spherical to within 0.75 thou (0.019 mm), there were some casting defects, and it was feared they would hinder the implosion process. The defects were repaired, and two castings were prepared for Operation Hurricane. Work on plutonium chemistry and metallurgy was carried out at Harwell, as the hot laboratory at Aldermaston was not completed until May 1952. The first plutonium billet was cast there from plutonium nitrate from the Chalk River Laboratories in 1951. The metallurgists chose to alloy the plutonium with gallium to stabilise it in the malleable δ phase allotrope. Not until the first billet arrived from Harwell in 1951 were they able to confirm that this was practical. The first plutonium at Aldermaston was cast in an argon atmosphere in a cerium sulphide crucible. The other radioactive element in use was polonium, which was used in the initiator. It was one of the parts of the Manhattan Project that the British mission had not been involved in, and little was known about its chemistry and properties, except that it had a half-life of 138 days. A disturbing discovery was that motes of polonium could propel themselves through the air using their own alpha particle emissions. Safety procedures had to be tightened. It was produced at Windscale by irradiation of bismuth. A special plant was built there to extract it, but it was not operational until June 1952. The final product was just 500 curies (18,000 GBq) of polonium, less than 1 mg. It was only just available on time for Operation Hurricane. A small RAF team that eventually numbered ten men was assigned to liaise with HER, under the command of Wing Commander John Rowlands. He was answerable to a committee at the Air Ministry, codenamed "Herod". They considered how atomic bombing missions would be flown, and prepared training courses and manuals on how the production weapon, codenamed Blue Danube, would be stored, handled and maintained. The ballistic casing of the bomb was designed at Farnborough. Rowlands was responsible for an important design change. For safety reasons, he wanted the core inserted like a plug while the bomber was in flight. Fuchs performed calculations of the nuclear physics involved at Harwell in 1948, and produced an alternative design that, while untried, could be used. The new British design incorporated a levitated pit, in which there was an air gap between the uranium tamper and the plutonium core. This gave the explosion time to build up momentum, similar in principle to a hammer hitting a nail. ## Testing Implicit in the decision to develop atomic bombs was the need to test them. The preferred site was the American Pacific Proving Grounds. As a fallback, sites in Canada and Australia were considered. In September 1950, the Admiralty suggested that the Monte Bello Islands in Australia might be suitable, so Attlee sent a request to the Prime Minister of Australia, Robert Menzies, for permission to send a survey party to have a look at the islands. Menzies agreed, and in November 1950, a three-man party headed by Air Vice Marshal E. D. Davis was sent out to the islands. The Australian government formally agreed to the islands being used in May 1951, and in December 1951 the new British government under Winston Churchill confirmed the choice of test site. On 26 February 1952 Churchill announced in the House of Commons that the first British atomic bomb test would occur in Australia before the end of the year. A small fleet was assembled for Operation Hurricane that included the aircraft carrier HMS Campania, which served as the flagship, and the LSTs Narvik, Zeebrugge and Tracker, under the command of Rear Admiral A. D. Torlesse. Leonard Tyte from Aldermaston was appointed the technical director. The bomb assemblies for Operation Hurricane were assembled at Foulness, and then taken to the frigate HMS Plym on 5 June 1952 for transport to Australia. It took Campania and Plym eight weeks to make the voyage, as they sailed around the Cape of Good Hope to avoid traversing the Suez Canal, as there was unrest in Egypt at the time. The Monte Bello Islands were reached on 8 August. They were joined by eleven Royal Australian Navy ships, including the aircraft carrier . The plutonium core went by air, flying from RAF Lyneham to Singapore in a Handley Page Hastings aircraft via Cyprus, Sharjah and Ceylon. From Singapore they made the final leg of their journey in a Short Sunderland flying boat. Penney arrived by air on 22 September. The bomb was successfully detonated on board Plym at 09:29:24 on 3 October 1952 local time (23:59:24 on 2 October 1952 UTC). The explosion occurred 2.7 metres (8 ft 10 in) below the water line, and left a saucer-shaped crater on the seabed 6 metres (20 ft) deep and 300 metres (980 ft) across. The yield was estimated at 25 kilotons of TNT (100 TJ). ## Delivery systems A July 1945 Tizard Committee report foresaw the advent of long-range rockets and pilotless aircraft, but did not envision them as likely within ten years, and therefore urged the development of long-range jet bombers. In 1946, the RAF's front line bomber was the Avro Lincoln, a development of the wartime Avro Lancaster. It did not have the range to reach targets in the Soviet Union, nor could it deal with jet fighter interceptors. Operational Requirement (OR229) called for a high-altitude jet bomber with a range of 1,500 nautical miles (2,800 km; 1,700 mi) carrying an atomic bomb. The 9 August 1946 requirement for an atomic bomb (OR1001) specified that it be not more than 24 feet (7.3 m) in length or 5 feet (1.5 m) in diameter, and weigh no more than 10,000 pounds (4,500 kg). OR229 was approved by the Operational Requirements Committee on 17 December 1946, and the Ministry of Supply sent out letters inviting tenders on 8 January 1947. Three bombers resulted from OR229: the Vickers Valiant, Avro Vulcan and Handley Page Victor, known as the V bombers. The high priority accorded to the atomic bomb programme was not shared by the V bomber programme. Vickers was given the first production order for 25 Valiants on 9 February 1951, and they were delivered on 8 February 1955. The Vulcan and Victor followed, entering service in 1956 and 1957 respectively. Thus, when the first Blue Danube atomic bombs were delivered to the Bomber Command Armaments School at RAF Wittering on 7 and 11 November 1953, the RAF had no bombers capable of carrying them. Penney noted that "the RAF has handled aircraft for a long time and can fly Valiants as soon as they come off the production line. But the Royal Air Force has not yet handled atomic weapons, therefore, we must get some bombs to the RAF at the earliest possible moment, so that the handling and servicing can be practised and fully worked out." For the time being, the United Kingdom remained dependent on the American nuclear umbrella. On 5 November 1953, the Air and Naval Staffs therefore issued an Operational Requirement (OR1127) for a smaller, lighter atomic bomb capable of being carried by their English Electric Canberra, Gloster Javelin and Supermarine Scimitar aircraft. Aldermaston commenced work on the new bomb, codenamed Red Beard, in 1954. It had a composite uranium-plutonium core, and used air lenses to reduce its dimensions while still having a yield of 10 kilotons. Indeed, later boosted versions had yields of up to 100 kilotons. Red Beard weighed 1,650 pounds (750 kg), about a fifth of Blue Danube, was 12 feet 10 inches (3.91 m) long and 28 inches (710 mm) in diameter. It was tested in the Operation Buffalo British nuclear tests at Maralinga in September and October 1956, but various problems encountered meant that deliveries of production versions to the RAF and Royal Navy did not occur until 1960. ## Outcome In 1951, Penney wrote that "the discriminative test for a first-class power is whether it has made an atomic bomb and we have either got to pass the test or suffer a serious loss of prestige both inside this country and internationally." There was fear of being left behind, and hope that the United States would be sufficiently impressed to resume the Special Relationship. The successful test of an atomic bomb represented an extraordinary technological achievement. Britain became the world's third nuclear power. High Explosive Research achieved its objective with remarkable economy and efficiency, but the price was still high. Between 1946 and 1953, Risley spent £72 million, Harwell almost £27 million and the weapons establishment over £9.5 million. By comparison, British defence expenditure in 1948 was £600 million. HER accounted for 11 per cent of the Ministry of Supply's expenditure between 1946 and 1953. It had bi-partisan and popular support. Given Britain's dire financial position, thought turned to replacing conventional forces with atomic bombs. While certainly expensive, they could deliver extraordinary destructive power at relatively low cost. The concept of deterrence began to evolve, based on experiences dating back to the Great War. There were also technological spin-offs. The possession of nuclear reactors, the means to produce nuclear fuels and a repository of scientific knowledge led to the creation of a vast nuclear power industry. Yet all the while Britain strived for independence, at the same time it sought interdependence in the form of a renewal of the Special Relationship with the United States. This was desired more than ever, as other countries recovered from the war and once again began to challenge Britain's status. As successful as it was, High Explosive Research fell short on both counts. The technology demonstrated at Monte Bello in October 1952 was already seven years old. The following month the United States tested Ivy Mike, a thermonuclear device. The British government would now have to decide whether to initiate its own hydrogen bomb programme. Penney, for one, feared that this would likely prove to be beyond the financial resources of Britain's war-ravaged economy. The successful British hydrogen bomb programme, and a favourable international relations climate caused by the Sputnik crisis, led to amendment of the United States Atomic Energy Act in 1958, and a resumption of the nuclear Special Relationship between America and Britain under the 1958 US–UK Mutual Defence Agreement.
11,916,807
William Cooley
1,130,277,506
American settler (1783–1863)
[ "1783 births", "1863 deaths", "19th-century American judges", "19th-century American politicians", "American justices of the peace", "American people of the Seminole Wars", "Florida Democrats", "Florida city council members", "Florida pioneers", "Florida postmasters", "History of Fort Lauderdale, Florida" ]
William Cooley (1783–1863) was one of the first American settlers, and a regional leader, in what is now known as Broward County in the state of Florida. His family was killed by Seminoles in 1836, during the Second Seminole War. The attack, known as the "New River Massacre", caused immediate abandonment of the area by whites. Cooley was born in Maryland, but little else is known about his life prior to 1813, when he arrived in East Florida, a province of Spanish Florida, as part of a military expedition. He established himself as a farmer in the northern part of the province before moving south, where he traded with local Indians and continued to farm. During the period in which the region was transferred from Spanish to U.S. governance, he sided with natives in a land dispute against a merchant who had received a large grant from the King of Spain and was evicting the Indians from their lands. Unhappy with the actions of the Spanish, he moved to the New River area in 1826 to get as far as possible from the Spanish influence. In New River, Cooley sustained himself as a salvager and farmer, cultivating and milling arrowroot. His fortune and influence grew: he became the first lawman and judge in the settlement, besides being a land appraiser. Local Indians held him responsible for what they saw as a misjudgment involving the murder of one of their chiefs, and attacked the settlement in revenge on January 4, 1836. Cooley survived the attack and lived for a further twenty-seven years. He held administrative positions in Dade County, moved to Tampa in 1837, and had a short stint working for the U.S. Army as a guide and courier. He moved to the Homosassa River area in 1840, where he became the first postmaster and was a Hernando County candidate for the Florida House of Representatives. Returning to Tampa in 1847, he was one of the first city councilors, serving three terms before he died in 1863. ## Early life and arrival in East Florida Cooley was born in Maryland in 1783; little else is known about him prior to 1813. Cooley has been referred to as William Cooley Jr., William Coolie, William Colee and William Cooly. Cooley arrived in East Florida in 1813, during a joint campaign of Tennessee and Georgia forces. Some sources give credit to the hypothesis that Cooley fought with the Tennessee Volunteers under Colonel John Williams; other sources say he was a lieutenant in the Georgia Militia, fighting under Colonel Samuel Alexander from Georgia. Cooley acquired property in Girt's Landing on the St. Marys River, close to where the military units crossed East Florida that same year. Later, he went to the west bank of the St. Johns River, settling in an area 30 miles (48 km) south of modern Jacksonville. Cooley later moved to Alligator Pond (near present-day Lake City), where he set up a farm and traded with the local Seminole tribe led by Chief Micanopy. The territory of East Florida was formally transferred from Spain to the United States in 1821, under the terms of the 1819 Adams–Onís Treaty. In 1820, Spanish merchant Don Fernando de la Maza Arredondo began settlement of a 280,000-acre (1,130 km<sup>2</sup>) claim in the Alachua territory, which had been granted to him by King Ferdinand VII of Spain. Cooley negotiated with Don Fernando on behalf of the displaced Indians but was unsuccessful. Cooley moved away in 1823—possibly to escape the Spanish influence—to the north bank of the New River. ## New River settlement Like the other New River settlers, Cooley did not buy land; he simply occupied the land in hope that the United States would eventually survey the area and grant ownership to the present settlers. The settlement was primarily populated by Bahamians, who survived by turtling, fishing, shipbuilding and wrecking. In 1830, Bahamian Frankee Lewis, who in 1788 had been one of the area's first settlers, sold her business interests to Richard Fitzpatrick. After Fitzpatrick's arrival, the settlement of approximately 70 people prospered with the introduction of a plantation regimen based on black slavery. Cooley's main occupation was gathering, processing and shipping Florida arrowroot, a starch made from the root of the coontie plant. Arrowroot was used to make bread dough, wafers and biscuits; its resistance to spoilage made it especially favored for use on ships. Pulp remaining after processing was used as a fertilizer or for animal feed. Favorable conditions for arrowroot cultivation contributed to the presence of several hundred Indians in the area—arrowroot being a staple of their diet. The market price for the starch was between 8¢ (US) and 16¢ per pound (between 17¢ and 35¢ per kg), and the geography of the river and the good performance of his machinery—the output was close to 450 lb (200 kg) per day—brought Cooley great prosperity. His good fortune allowed him to dedicate much of his time to exploration of the area as far north as Lake Okeechobee and brought him increasing political influence. It is likely that he married Nancy Dayton, a former Indian captive, on December 2, 1830. Richard Fitzpatrick, by that time the owner of a successful plantation with coconut and lime trees, plantains, and sugarcane, pressed for the appointment of Cooley as Justice of the Peace in 1831, making Cooley responsible for adjudicating disputes of persons and property, punishment of minor offenders by fines and whippings, and oversight of the activities of wreckers. Serious offenders were jailed in Key West. By that time, Cooley owned a schooner and took trips not only to take prisoners but to trade coontie, sugarcane, and tropical fruit with Cape Florida, Indian Key, Key West and Havana. While trade and farming activities were prominent, wrecking was the most important economic activity in the settlement. Northern newspapers started a campaign against wrecking in 1832, claiming that the activity was just a disguise for piracy; the 33 percent salvager's fee underscored their claim. Cooley, already in charge of overseeing wrecking, received a territorial appointment as appraiser of the sunk vessels and their cargoes. The strength of hurricane seasons affected the activity, and the especially active 1835 season brought even bigger profits. By 1835, Cooley had two sons and one daughter. The boys were named Almonock and Montezuma, after two local Indian chiefs. His ten-year-old daughter and his nine-year-old son were tutored by the couple Mary E. Rigby and Joseph Flinton. Cooley was appointed as an appraiser of property and slaves for Union Bank of Florida. His ally, Richard Fitzpatrick, purchased his coontie and citrus plantation on the Miami River for \$2,500. Subsequently, Fitzpatrick was elected as representative for Monroe County to the Territorial Legislative Council. The unanimous vote for Fitzpatrick in New River was questioned by the Key West Inquirer. Cooley's conduct was implicitly questioned as well, since as Justice of the Peace, Cooley conducted the non-secret balloting. In Key West, Fitzpatrick lost to William Hackley. The Cooley property in New River had a house that was "twenty feet by fifty feet [6 by 15 m], one story high, built of cypress logs, sealed and floored with 1-1/2 inch [4 cm] planks". At least three black slaves and several Indians cultivated sugar cane, corn, potatoes, pumpkins and other vegetables on the twenty-acre (eight-hectare) property, which also had a pen with eighty hogs. The coontie watermill was twenty-seven by fourteen feet (eight by four meters). Cooley's Key West holdings included a factory, two storage houses, kitchen and slave quarters; coconut, lime and orange trees; and domesticated and wild fowl. ## New River Massacre ### Buildup Cooley maintained friendly relations and trade with the Seminole Indians in the area. In the early nineteenth century, Creek Indians had moved from Alabama and joined the Seminoles. In 1835, white settlers killed Creek chief Alibama and burned his hut in a dispute. As Justice of the Peace, Cooley jailed the settlers, but they were released due to insufficient evidence after a hearing at the Monroe County Court in Key West. The Creek people blamed Cooley, saying he withheld evidence. The growing uneasiness between the Creeks and the whites led to the Creeks' emigration to the Okeechobee area. Major Francis L. Dade, military commandant at Key West, received intelligence that Cuba and Spain were arming the Indians; investigations did not confirm the rumor. Reports coming from Fort Brooke, near present-day Tampa, noted that Indians in the area were resisting orders from the federal government to emigrate to Mississippi, contradicting the assertions made by the federal authorities that the Indians had agreed to emigrate peacefully. Dade, two companies of soldiers, and all of the available arms were sent to Fort Brooke at Tampa Bay, the port designated for the commencement of the Indians' emigration. The Indians answered by concentrating all of their forces in the New River region. On December 28, 1835, Dade and 107 soldiers were ambushed en route from Tampa Bay to Fort King, near present-day Ocala. Only three soldiers survived; the attackers lost only three men. ### Attack Six days later, Cooley led a large expedition to free the Gil Blas, a ship that had beached the previous year. The scale of the operation required all of the settlement's able men. On the next day, January 4, 1836, the Indians attacked the settlement. Between fifteen and twenty Indians invaded the Cooley house, overpowering the tutor and scalping him. Cooley's wife grabbed their infant son and tried to run to the river, but was shot about 170 yards (155 m) from the house. The shot killed her and the baby. Cooley's nine-year-old son died from a fractured skull, and his daughter was shot. Two of Cooley's black slaves disappeared. The tutor's son heard the screams by the river and came back to retrieve his mother and two younger sisters. He managed to escape, going south by boat to the Cape Florida Lighthouse. Along the way, he warned the people at Arch Creek and Miami River of the attack, prompting them to flee as well. ### Aftermath After the attack, the Indians torched the house and left without attacking other dwellings. The next day, Cooley came back to bury the dead; it is unclear who alerted the salvager's team to the attack. After staying at the settlement for three days, Cooley went to the Cape Florida Lighthouse. One of the missing slaves appeared, reporting that he recognized the assailants as having been acquaintances of the Cooley family. The slave had heard the Indians ascribing the massacre to an act of revenge for Cooley's having failed to obtain the conviction of Chief Alibama's murderers. Cooley took charge of the lighthouse encampment. Richard Fitzpatrick sent sixty slaves from his Miami plantation to the lighthouse. Fearing more attacks and aware of the precarious safety of the lighthouse, the settlers and slaves boarded Cooley's schooner and smaller boats and escaped to Indian Key, 100 miles (161 km) north of Key West. Judge Marvin, a Key West justice, accused Seminole (or Calusa, depending on the source) chief Chakaika of leading the New River Settlement raiding group. This was not proved, but it is known that Chakaika was an important leader who coordinated the devastating attack on Indian Key in 1840. When Cooley arrived at Indian Key, he was informed that Indians had attempted to acquire arms and munition but had been repelled by the garrison in the island's fort. Meanwhile, more than two hundred people from nearby sought refuge in the fort. Cannons were salvaged from the Gil Blas; the ship was later burned to deny the Indians a chance to recover anything from it. Difficult sea conditions and fear of imminent attacks terrorized the islanders. Cooley asked for construction of forts at New River and Cape Sable, but news soon came from the Miami River reporting the total destruction of all white property, stalling all new initiatives. Cooley went back to New River and discovered the Indians had returned to loot the settlement and had burned several other houses and plantations. A claim for restitution of his losses was denied in 1840 by the United States House of Representatives. Arriving at Key West on January 16, 1836, aboard the steamboat Champion, he was appointed temporary lighthouse keeper, staying until April of that year. ## After New River Cooley resumed his life as a wrecker. Later that same year, he worked again as justice of the peace and assumed a position as a legislatively-appointed auctioneer. Constant attacks and rumor-spreading amplified the demands of Floridian community leaders, forcing the Navy to send Lieutenant Levin M. Powell to Key West. Lieutenant Powell built a small force of fifty seamen, ninety-five marines, and eight officers, reinforced by two schooners and the United States Revenue Cutter Washington, commanded by Captain Day. Powell called Cooley to be his guide in the enterprise because of his knowledge of Indian leaders and customs. Powell had mixed success, although by December 1836 the situation was under control at the coasts. Cooley went back to his usual duties in Indian Key (Dade County Seat); not long after, he moved to Tampa but still worked occasionally as a guide. General Thomas Jesup, headquartered in Fort Dade, made Cooley an express rider in early 1837 to deliver messages between Tampa Bay and Fort Heilman, a corridor of 170 miles (270 km). That same year, reports circulated that Cooley was spreading rumors about a Seminole chief leading a rebellion involving black slaves and Indians. Afraid that Cooley could be directly involved, the general had him interrogated. Afterwards, a disgusted Cooley resigned his position. ## Politician Cooley befriended Captain William Bunce, a retailer striving to keep Indians in the area, as they represented a source of cheap labor. He became involved again in local politics, this time against General Jesup, who wanted to remove all Indians from Florida. Judge Steele, a newcomer from Connecticut, was Cooley's ally in this fight. By 1840, he lived in Leon County, with a single slave. Cooley was living near the Homosassa River, where the Armed Occupation Act of 1842 allowed the distribution of 160-acre (65 ha) land grants. His leadership enabled him to get not only his own permit but permits for 28 other settlers. A lengthy correspondence with the General Land Office was eventually concluded satisfactorily for him and the other settlers. In 1843, he was a candidate for a seat in the Florida House of Representatives for the newly created Hernando County, but he lost to James Gibbons. Two years later, he became the first postmaster in Homosassa and County Commissioner of Fisheries. He sold his land grant to Senator David Levy Yulee sequentially between 1846 and 1847 and moved back to Tampa. From 1848 to 1860, Cooley acquired several properties in the Tampa region, including one at Worth's Harbor. By 1850, he lived with seven slaves and was a Captain of the "Silver Grays"—a militia for the home defense of Tampa in the 1850s. He owned a general store in the city, eventually sold to a member of the Tampa Masonic Lodge. He was nominated Port Warden of Tampa in 1853. By 1855, Cooley had become a leader in local politics; he was the chairman at a meeting of the Democratic Party in Tampa, with sixty-five members enrolled, on August 4, 1855. He was brought in as an alternate councilman for two months in the first Tampa council, served a full-year term beginning in February 1857, and returned in 1861 for another full term. Cooley estimated his personal wealth at \$10,060 in 1860. ## Death and legacy Cooley died in 1863 in Hillsborough County, Florida. His will was written in 1862 but recorded only after Cooley's death, filed by Francis Matthews, who identified himself as his son-in-law. In the document, Cooley is referred to as William Cooly. Cooley left his estate to friends, charities, a woman called Fanny Anne listed as his daughter (wife of Francis Matthews), and three grandsons and four granddaughters, but there is no evidence that they were his blood relatives. Colee Hammock Park in Fort Lauderdale is located near the site of his old home in the New River Settlement. ## See also - History of Fort Lauderdale, Florida
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The Legend of Zelda: Majora's Mask
1,173,215,471
2000 video game
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is a 2000 action-adventure game developed and published by Nintendo for the Nintendo 64. It was the second The Legend of Zelda game to use 3D graphics, following Ocarina of Time (1998). Designed by a creative team led by Eiji Aonuma, Yoshiaki Koizumi, and Shigeru Miyamoto, Majora's Mask was completed in less than two years. It featured enhanced graphics and several gameplay changes, but reused a number of elements and character models, which the game's creators called a creative decision made necessary by time constraints. The story takes place two months after Ocarina of Time. It follows Link, who reaches a parallel kingdom, Termina, and becomes embroiled in a quest to prevent the moon from falling into the world in three days' time. The game introduced several novel concepts, revolving around the perpetually repeating three-day cycle and the use of various masks that can transform Link into different beings. As the player progresses through the game, Link also learns to play numerous melodies on his Ocarina, which allow him to control the flow of time or open passages to four temple dungeons. Characteristic of the Zelda series, completion of the game involves successfully traversing through several dungeons, each of which contain a number of complex puzzles and enemies. On the Nintendo 64, Majora's Mask—unlike Ocarina of Time—required the Expansion Pak, which provided additional memory for more refined graphics and greater flexibility in generating on-screen characters. Majora's Mask earned widespread acclaim from critics and is widely considered one of the best video games ever made. It received praise for the gameplay, graphics, story and has been noted for its darker tone and themes compared to the other titles in the franchise as well for its distinct art style and level design. While the game only sold about half as many copies as its predecessor, it generated a substantial cult following. The game was rereleased as part of The Legend of Zelda: Collector's Edition for the GameCube in 2003, for the Wii's Virtual Console service in 2009, for the Wii U's Virtual Console service in 2016, and for the Nintendo Switch Online + Expansion Pack in 2022. An enhanced remake for the Nintendo 3DS, The Legend of Zelda: Majora's Mask 3D, was released in 2015. ## Gameplay The gameplay of Majora's Mask expands on that of Ocarina of Time. It retains the concept of dungeon puzzles and ocarina songs and introduces new elements including character transformations and a three-day cycle. As in previous installments, Link can perform basic actions such as walking, running and limited jumping (although sometimes Link performs flips), and must use items to battle enemies and solve puzzles. Link's main weapon is a sword, and other weapons and items are available—Link can block or reflect attacks with a shield, stun enemies by throwing Deku Nuts, attack from a distance with a bow and arrow, and use bombs to destroy obstacles and damage enemies. He can also latch onto objects or paralyze enemies with the Hookshot. Similar to other games in the series, the player has to progress through a variety of dungeons, which include numerous puzzles that the player needs to solve. New to Majora's Mask are collectible fairies, which grant the player additional abilities. ### Masks and transformations While the masks in Ocarina of Time are limited to an optional side-quest, they play a central role in Majora's Mask, which has twenty-four masks in total. Link can transform himself at will into different creatures: the Deku Mask transforms Link into a Deku Scrub, the Goron Mask into a Goron, and the Zora Mask into a Zora. Each form features unique abilities: Deku Link can perform a spin attack, shoot bubbles, skip on water, and fly for a short time by launching from Deku Flowers; Goron Link can roll at high speeds (and grow spikes at higher speeds), punch with deadly force, pound the ground with his massive, rock-like body, walk in lava without taking damage, and weigh down heavy switches; Zora Link can swim faster than normal Link, throw boomerang-like fins from his arms, generate a force field, and walk on the bottoms of bodies of water. Many areas can be accessed only by use of these abilities. Link and his three transformations receive different reactions from non-player characters (NPCs). For instance, Goron and Zora Link can exit Clock Town at will, but Deku Link is not permitted to leave due to his childlike appearance. Animals also interact differently to Link's four forms. They are indifferent to Link's normal form, attack Deku Link, are frightened by Goron Link, and chase Zora Link. The final obtainable mask is the Fierce Deity's Mask. Even though the use of this mask is strictly limited to boss battles, it is possible to wear it anywhere using a glitch. Upon donning this mask, Link grows to nearly two-and-a-half times his normal height and gains white clothes and war paint on his face. Fierce Deity Link's sword is helix-shaped and shoots beams at enemies. Other masks provide situational benefits. For example, the Great Fairy's Mask helps retrieve stray fairies in the four temples, the Bunny Hood increases Link's movement speed, and the Stone Mask renders Link invisible to most NPCs and enemies. Less valuable masks are usually involved only in optional side-quests or specialized situations. Examples include the Postman's Hat, which grants Link access to items in mailboxes, and Kafei's Mask, which initiates a long side-quest to receive the Couple's Mask. ### Three-day cycle Majora's Mask imposes a time limit of three days (72 hours) in-game time, which is about 54 minutes in real time. An on-screen clock tracks the day and time. Link can return to 6:00 am of the first day by playing the Song of Time on the Ocarina of Time. If he does not before the 72 hours expire, then the moon will destroy Termina and Link will lose everything he accomplished during these three days. A real-time countdown will begin when only 6 hours remain. However, returning to the first day saves the player's progress and major accomplishments permanently, such as the collection of maps, masks, music, and weapons. Cleared puzzles, keys, and minor items will be lost, as well as any rupees not in the bank, and almost all characters will have no recollection of meeting Link. Link can slow down time or warp to the next morning or evening by playing the Inverted Song of Time and the Song of Double Time. Owl statues scattered across certain major areas of the world allow the player to temporarily save their progress after activation and also provide warp points to quickly navigate the world. Other uses for music include manipulating the weather, teleporting between owl statues spread throughout Termina, and unlocking the four temples. Each transformation mask uses a different instrument: Deku Link plays a multi-horn instrument called the "Deku Pipes", Goron Link plays a set of bongo drums tied around his waist, and Zora Link plays a guitar made from a large fish skeleton. Jackson Guitars created a limited edition 7-string replica of this guitar that was the grand prize in a contest in Nintendo Power, known as the "Jackson Zoraxe". During the three-day cycle, many non-player characters follow fixed schedules that Link can track using the Bombers' Notebook. The notebook tracks the twenty characters in need of help, such as a soldier to whom Link delivers medicine and a couple whom Link reunites. Blue bars on the notebook's timeline indicate when characters are available for interaction, and icons indicate that Link has received items, such as masks, from the characters. ## Plot ### Setting and characters Majora's Mask is set in Termina, an "alternate version" of Hyrule, the main setting of most Zelda games. Termina is depicted as a darker, more unsettling version of Hyrule, in which landmarks are familiar and side characters who previously appeared in Ocarina of Time are presented with individual stories of misfortune. In the skies above Termina, a grimacing moon threatens to crash and obliterate all life. It is predicted to impact on the eve of the Carnival of Time, an annual harvest festival that begins three days hence. Despite the looming threat, the various peoples of Termina are preoccupied by their own respective troubles. In the center of Termina, the people of Clock Town endlessly debate evacuating the city or continuing to prepare for the festival, the failure of which would be devastating to the economy. ### Story Majora's Mask begins several months after Ocarina of Time. Link is seeking his fairy, Navi, who departed after the events of the previous game. During his search, he is ambushed by Skull Kid wearing a mysterious mask and his two fairy companions, siblings Tatl and Tael. They steal both his horse, Epona, and the Ocarina of Time. Link pursues them and falls into a trap; Skull Kid curses Link, transforming him into a Deku Scrub, and Tatl is left behind. Having no other choice, Tatl guides Link to Clock Town. On their way, they meet the Happy Mask Salesman, who owned the mask Skull Kid was wearing before it was stolen by Skull Kid, and promises to break Link's curse if the mask is returned. Link agrees, and in a deadline of three days, finds Skull Kid. Link recovers the Ocarina of Time but fails to get the mask. As the moon dangerously approaches, Tael instructs Link to go to four locations in Termina. Link plays the Ocarina and goes back three days in time. Mistakenly believing that Link recovered the mask, the Happy Mask Salesman breaks Link's Deku Scrub curse, transforming it into a mask. The Happy Mask Salesman then discovers that Link doesn't have Skull Kid's mask, and goes into a fit of rage. He explains Skull Kid's mask is the eponymous Majora's Mask, a mask containing a powerful evil that can bring the end of days. After he collects himself, The Happy Mask Salesman then sends Link to properly recover the Majora's Mask. Link then begins his quest by going to the regions that Tael mentioned: Woodfall, Snowhead, the Great Bay, and the Ikana Canyon. Link learns that the four locations are cursed by Skull Kid's use of the mask; In Woodfall, the water is poisoned and the Deku princess was kidnapped. Snowhead has been plagued with an eternal winter, leaving the Gorons to starvation. Great Bay's ocean has been contaminated, turning its creatures into monsters. In Ikana, inhabitants are terrorized by a curse that brings the dead back to life. As he progresses, Link learns that Skull Kid cursed Termina as revenge for feeling abandoned by his Giant friends when they became Termina's guardians. Tatl and Tael befriended and accompanied him in his games that would eventually lead to the theft of the mask, which has been corrupting him ever since. Under the mask's influence, Skull Kid intends to force the moon to crash into Termina at the beginning of the Carnival of Time. Link eventually lifts the curses, liberating the Giants one by one. On the eve of the Carnival, Link summons the Giants and they stop the moon from crashing. Majora's Mask leaves Skull Kid and goes inside the moon, with Link in pursuit. Link defeats the Majora's Mask and the moon disappears. Link, the fairies, and the Giants all make amends with Skull Kid, while the Happy Mask Salesman recovers the now powerless Majora's Mask. The Carnival of Time begins with its attendants celebrating Link's actions that came to fruition. In a nearby forest, Skull Kid draws himself and his friends on a tree trunk. ## Development Following the release of The Legend of Zelda: Link's Awakening in 1993, fans waited five years for Ocarina of Time, the active development of which took four years. By reusing the game engine and graphics from Ocarina of Time, a smaller team required only one year to finish Majora's Mask, with development having started in January 1999. The game was developed by a team led by Eiji Aonuma, Shigeru Miyamoto, and Yoshiaki Koizumi. According to Aonuma, they were "faced with the very difficult question of just what kind of game could follow Ocarina of Time and its worldwide sales of seven million units", and as a solution, came up with the three-day system to "make the game data more compact while still providing deep gameplay".The idea of the "three-day system" came from Miyamoto and Koizumi. Early in development, this three-day system originally rewound a week, though this was adjusted as seven days would have been too much for players. According to Aonuma, the concept of time repeatedly looping was inspired by the 1998 film Run Lola Run. Miyamoto and Koizumi came up with the story that served as the basis for the script written by Mitsuhiro Takano. The art director, Takaya Imamura, said that the game's title was a portmanteau of his name and "jura", due to him being a fan of the film Jurassic Park. The development team's main goal was to make a refined, compact successor to Ocarina of Time that would allow players to have a different experience each time they played it. Majora's Mask first appeared in the media in May 1999, when Famitsu stated that a long-planned Zelda expansion for the 64DD was under development in Japan. This project was tentatively titled "Ura Zelda" ("ura" translates roughly to "hidden" or "behind"). This expansion would take Ocarina of Time and alter the level designs, similar to how the "master quest" expanded upon the original Legend of Zelda. In June, Nintendo announced that "Zelda: Gaiden", which roughly translates to "Zelda: Side Story", would appear as a playable demo at the Nintendo Space World exhibition on August 27, 1999. The media assumed that Zelda: Gaiden was the new working title for Ura Zelda. Screenshots of Zelda: Gaiden released in August 1999 show unmistakable elements of the final version of Majora's Mask, such as the large clock that dominates the center of Clock Town, the timer at the bottom of the screen, and the Goron Mask. Story and gameplay details revealed later that month show that the story concept as well as the use of transformation masks were already in place. That same month, Miyamoto confirmed that Ura Zelda and Zelda: Gaiden were separate projects. It was unclear if Zelda: Gaiden was an offshoot of Ura Zelda or if the two were always separate. Ura Zelda might have become Ocarina of Time Master Quest outside Japan, and was released on a bonus disc for the GameCube given to those who pre-ordered The Wind Waker in the US and bundled with the GameCube game in Europe. In November, Nintendo announced a "Holiday 2000" release date for Zelda: Gaiden. By March 2000, what ultimately became the final titles were announced: Zelda no Densetsu Mujura no Kamen in Japan and The Legend of Zelda: Majora's Mask elsewhere. ### Technical differences from Ocarina of Time Majora's Mask runs on an upgraded version of the engine used in Ocarina of Time and requires the use of the Nintendo 64's 4 MB Expansion Pak, making it one of the two games that require said peripheral; the other being Donkey Kong 64. IGN theorized this requirement is due to Majora's Mask's possible origin as a Nintendo 64DD game, which would necessitate an extra 4 MB of RAM. The use of the Expansion Pak allows for greater draw distances, more accurate dynamic lighting, more detailed texture mapping and animation, complex framebuffer effects such as motion blur, and more characters displayed on-screen. This expanded draw distance allows the player to see much farther and eliminates the need for the fog effect and "cardboard panorama" seen in Ocarina of Time, which were used to obscure distant areas. IGN considered the texture design to be one of the best created for the Nintendo 64, saying that although some textures have a low resolution, they are "colorful and diverse", which gives each area "its own unique look". ### Music The music was written by longtime series composer Koji Kondo, and Toru Minegishi. The soundtrack largely consists of reworked music from Ocarina of Time, complemented with other traditional Zelda music such as the "Overworld Theme" and new material. Kondo describes the music as having "an exotic Chinese-opera sound". As the three-day cycle progresses, the theme song of Clock Town changes between three variations, one for each day. IGN relates the shift in music to a shift in the game's atmosphere, saying that the quickened tempo of the Clock Town music on the second day conveys a sense of time passing quickly. The two-disc soundtrack was released in Japan on June 23, 2000, and features 112 tracks from the game. ## Reception In Japan, 314,044 copies of The Legend of Zelda: Majora's Mask were sold during its first week on sale, eventually selling 601,542 copies by the end of 2000. In the United States, it was the fourth best-selling game of 2000 with 1,206,489 copies sold for \$72,000,000 (equivalent to \$122,000,000 in 2022). In Europe, it was the eighth highest-grossing game of 2000 with €27,000,000 or \$000,000 (equivalent to \$0 in 2022) grossed that year. Ultimately, 3.36 million copies were sold worldwide for the Nintendo 64. Like its predecessor, Majora's Mask received critical acclaim. The game holds a score of 95/100 on review aggregator Metacritic, indicating "universal acclaim". Opinions were favorable regarding how the game compared with Ocarina of Time, which is often cited as one of the greatest video games of all time. Tampa Bay Times, who previously called Ocarina of Time "the Gone With the Wind of video gaming", claimed Majora's Mask outdid its predecessor. Reviewers praised its visuals, gameplay, writing, and soundtrack. Greg Orlando reviewed the Nintendo 64 version of the game for Next Generation, rating it four stars out of five, calling it "another beautiful Link in the chain". Game Informer called the three-day cycle "one of the most inventive premises in all of gaming", and also stated that "[w]ithout question, Majora's Mask is the finest adventure the Nintendo 64 has to offer". It is often regarded as the darkest and most original game in the Legend of Zelda series. Edge magazine referred to Majora's Mask as "the oddest, darkest and saddest of all Zelda games". N64 Magazine ended their review by saying that "it was told that Majora's Mask should cower in the shadow of Ocarina of Time. Instead, it shines just as brightly", awarding the game 96%. IGN described Majora's Mask as "The Empire Strikes Back of Nintendo 64...it's the same franchise, but it's more intelligent, darker, and tells a much better storyline". GamePro characterized the story as "surreal and spooky, deep, and intriguing" and the game as living proof that the N64 still has its magic. Majora's Mask has also placed highly in publication and fan-voted polls. However, some critics felt that Majora's Mask was not as accessible as Ocarina of Time. Tampa Bay Times argued it was the hardest game in the Zelda series simply because of its 3-day deadline. GameSpot, which awarded Ocarina of Time 10/10, only gave Majora's Mask 8.3/10, writing that some might find the focus on minigames and side quests tedious and slightly out of place, and that the game was much more difficult than its predecessor. GameRevolution wrote that it "takes a little longer to get into this Zelda", but also that "there are moments when the game really hits you with all its intricacies and mysteries, and that makes it all worthwhile". Majora's Mask was a runner-up for GameSpot's annual "Best Nintendo 64 Game" award, losing to Perfect Dark. It was also nominated for "Best Adventure Game" among console games. The game was ranked 155th in Electronic Gaming Monthly'''s "The Greatest 200 Video Games of Their Time" in 2006. During the 4th Annual Interactive Achievement Awards, Majora's Mask was honored with the "Console Action/Adventure" and "Game Design" awards; it also received nominations for "Console Game of the Year" and "Game of the Year". ## Legacy In 2003, Nintendo rereleased Majora's Mask on the GameCube as part of The Legend of Zelda: Collector's Edition, a special promotional disc which also contained three other The Legend of Zelda games and a twenty-minute demo of The Legend of Zelda: The Wind Waker. This disc came bundled with a GameCube console, as part of a subscription offer to Nintendo Power magazine, or through Nintendo's official website. The Collector's Edition was also available through the Club Nintendo reward program, with a bonus discount offered in 2004 with the purchase of The Legend of Zelda: Four Swords Adventures during the month long Zelda Collection campaign (Japanese: ゼルダコレクションキャンペーン). Similar to other GameCube rereleases, versions of the games featured in the Collector's Edition are emulations of the originals using GameCube hardware. The only differences are minor adjustments to button icons to resemble the buttons on the GameCube controller. Majora's Mask also boots with a disclaimer that some of the original sounds from the game may cause problems due to their emulation. Aside from these deliberate changes, GameSpot's Ricardo Torres found that the frame rate "appears choppier" and noted inconsistent audio. The GameCube version also features a slightly higher native resolution than its Nintendo 64 counterpart, as well as progressive scan. Majora's Mask was released on the Wii's Virtual Console service in Europe and Australia on April 3, 2009, and Japan on April 7. It was later released in North America on May 18 and commemorated as the 300th Virtual Console game available for purchase in the region. During January 2012, Club Nintendo members could download Majora's Mask onto the Wii Console for 150 coins. A similar deal was offered at the end of Club Nintendo in 2015. The game was released for the Wii U's Virtual Console service in Europe on June 23, 2016 and in North America on November 24. Majora's Mask was released through the Nintendo Switch Online Expansion Pack service on February 25, 2022. The game served as the primary inspiration for the popular 2010s web serial and web series Ben Drowned by Alexander D. Hall, which helped define the creepypasta genre of online storytelling. Content based on Majora's Mask has also appeared in the Super Smash Bros. series. A stage based on the Great Bay Coast area of the game, titled "Great Bay", appears in Super Smash Bros. Melee and Super Smash Bros. Ultimate. Skull Kid also appears as a computer-controlled Assist Trophy in Super Smash Bros. for Nintendo 3DS and Wii U and Ultimate, while the Moon appears as an Assist Trophy in Ultimate as well. A Skull Kid-themed mask is available as customizable headgear to be worn by Mii characters in Nintendo 3DS and Wii U and Ultimate. A fan-made patch for the Nintendo 64 version entitled N64HD—featuring enhanced graphics, textures, and lighting—was released in 2021. Having been in development for five years, it overhauls over 6000 in-game textures. ### Nintendo 3DS remake After the release of The Legend of Zelda: Ocarina of Time 3D, a remake of Ocarina of Time for the Nintendo 3DS, director Eiji Aonuma suggested that a Majora's Mask remake was dependent on interest and demand. Following this news, a fan campaign called "Operation Moonfall" was launched to promote a remake of Majora's Mask for the 3DS. The campaign name is a reference to a similar fan-based movement, Operation Rainfall, set up to persuade Nintendo of America to localize a trio of role-playing games for the Wii. The petition reached 10,000 signatures within five days. In response to an email sent by a customer, a representative of Nintendo of America revealed that they had no official announcements of Majora's Mask remake, but they were interested to hear about what fans wanted, acknowledging their campaign. Both Zelda producer Eiji Aonuma and Miyamoto expressed interest in developing the remake in the future. A remake of Majora's Mask, titled The Legend of Zelda: Majora's Mask 3D, was released worldwide in February 2015. Like Ocarina of Time 3D before it, the remake features improved character models and stereoscopic 3D graphics, along with altered boss battles, an additional fishing minigame, and support for New Nintendo 3DS systems. To update the game for modern audiences, Aonuma and the team at Grezzo compiled a list of gameplay moments that stuck out to them as unreasonable for players, colloquially dubbed the "what in the world" list. The game's release coincided with the launch of the New Nintendo 3DS system in North America and Europe. A special edition New Nintendo 3DS XL model was launched alongside the game, with the European release featuring a pin badge, double-sided poster, and steelbook case. The UK retailer Game offered a Majora's Mask''-themed paperweight as a pre-order bonus for the standard edition of the game.
142,327
Groundhog Day (film)
1,171,064,669
1993 American fantasy comedy film by Harold Ramis
[ "1990s American films", "1990s English-language films", "1990s fantasy comedy-drama films", "1993 romantic comedy films", "Alternate timeline films", "American fantasy comedy-drama films", "BAFTA winners (films)", "Columbia Pictures films", "Films adapted into plays", "Films directed by Harold Ramis", "Films produced by Harold Ramis", "Films scored by George Fenton", "Films set in Pennsylvania", "Films set in Pittsburgh", "Films shot in Illinois", "Films shot in Los Angeles", "Films whose writer won the Best Original Screenplay BAFTA Award", "Films with screenplays by Danny Rubin", "Films with screenplays by Harold Ramis", "Groundhog Day", "Holiday-themed films", "Time loop films", "United States National Film Registry films", "Woodstock, Illinois" ]
Groundhog Day is a 1993 American fantasy comedy film directed by Harold Ramis from a screenplay by him and Danny Rubin. Starring Bill Murray, Andie MacDowell, and Chris Elliott, it tells the story of Phil Connors (Murray), a cynical television weatherman covering the annual Groundhog Day event in Punxsutawney, Pennsylvania, who becomes trapped in a time loop, forcing him to relive February 2 repeatedly. The film also features Stephen Tobolowsky, Brian Doyle-Murray, Marita Geraghty, Angela Paton, Rick Ducommun, Rick Overton, and Robin Duke. Rubin conceived the outline of Groundhog Day in the early 1990s. He wrote it as a spec script to gain meetings with producers for other work. It eventually came to the attention of Ramis, who worked with Rubin to make his idea less dark in tone and more palatable to a general audience by enhancing the comedy. After being cast, Murray clashed with Ramis over the script; Murray wanted to focus on the philosophical elements, whereas Ramis concentrated on the comic aspects. Principal photography took place from March to June 1992, almost entirely in Woodstock, Illinois. Filming was difficult, in part because of bitterly cold weather but also because of the ongoing conflict between Ramis and Murray. Groundhog Day was considered a box-office success on its release, earning over \$105 million to become one of the highest-grossing films of 1993. It also received generally positive reviews. Reviewers were consistent in praise for the film's successful melding of highly sentimental and deeply cynical moments, and for the philosophical message beneath the comedy. It received multiple award nominations and won a BAFTA Award for Best Original Screenplay. For all its success, the film marked the end of Ramis's and Murray's long collaborative partnership, which had produced films like Caddyshack (1980) and Ghostbusters (1984). After filming ended, the pair did not speak to each other until shortly before Ramis's death in 2014. The film was a showcase for Murray; he had previously been seen only as a comic actor, and his performance led to more serious roles in critically acclaimed films. In the years since its release, the film has grown in esteem; it is often considered to be among the greatest films of the 1990s and one of the greatest comedy movies ever. It has also had a significant effect on popular culture: the term Groundhog Day, meaning a monotonous, unpleasant, and repetitive situation, has become part of the English lexicon. Buddhist, Christian, and Jewish scholars have analyzed the film as a religious allegory. Groundhog Day is also credited with having ushered in mainstream acceptance of comedy films with fantasy-genre elements. In 2006, the United States Library of Congress selected the film for preservation in the National Film Registry. Groundhog Day was adapted into a 2016 musical, and inspired a 2019 video game sequel, Groundhog Day: Like Father Like Son. ## Plot On February 1, television weatherman Phil Connors reassures his Pittsburgh viewers that an approaching blizzard will miss Western Pennsylvania. Alongside his new producer Rita Hanson and cameraman Larry, Phil travels to Punxsutawney for his annual coverage of the Groundhog Day festivities. He makes no secret of his contempt for the assignment, the small town, and the "hicks" who live there, asserting that he will soon be leaving his station for a new job. On February 2, Phil awakens in the Cherry Street Inn to Sonny & Cher's "I Got You Babe" playing on the clock radio. He gives a half-hearted report on the groundhog Punxsutawney Phil and the festivities. Contrary to his prediction, the blizzard strikes the area, preventing all travel out of Punxsutawney, and although he desperately searches for a way to leave, he is forced to spend the night in the town. The next morning, Phil wakes once more to "I Got You Babe" and the same DJ banter on the radio in his room at the Cherry Street Inn. Phil experiences the previous day's events repeating exactly and believes he is experiencing déjà vu. He again unsuccessfully attempts to leave the town and retires to bed. When he awakes, it is again February 2. Phil gradually realizes that he is trapped in a time loop of which no one else is aware. He confides his situation to Rita, who directs him to a neurologist, who in turn directs him to a psychologist; neither can explain his experiences. Phil gets drunk with locals Gus and Ralph and then leads police on a high-speed car chase before being arrested and imprisoned. The next morning, Phil awakens in the Cherry Street Inn. Realizing that there are no consequences for his actions, Phil begins spending loops indulging in binge eating, one-night stands, robbery, and other dangerous activities, using his increasing knowledge of the day's events and the town residents to manipulate circumstances to his advantage. Eventually, he focuses on seducing Rita, using the loops to learn more about and manipulate her. No matter what steps he takes, Rita rebuffs his advances, particularly when Phil tells her he loves her; Rita asserts that he does not even know her. Phil gradually becomes depressed and desperate for a way to escape the loop. He commits suicide in a variety of ways, even kidnapping Punxsutawney Phil and driving them both off a cliff. Each time, he reawakens on February 2 to "I Got You Babe". He eventually tries to explain his situation to Rita again, using his detailed knowledge of the day to accurately predict events. Convinced, Rita spends the rest of that day's loop with Phil; she encourages him to think of the loops as a blessing instead of a curse. As they lie on the bed together at night, Phil realizes that his feelings for Rita have become sincere. He wakes alone on February 2. Phil decides to use his knowledge of the loop to change himself and others: he saves people from deadly accidents and misfortunes and learns to play the piano, sculpt ice, and speak French. Regardless of his actions, he is unable to save a homeless old man from dying of natural causes. During one iteration of the loop, Phil reports on the Groundhog Day festivities with such eloquence that other news crews stop working to listen to his speech, amazing Rita. Phil continues his day helping the people of Punxsutawney. That night, Rita witnesses Phil's expert piano-playing skills as the adoring townsfolk regale her with stories of his good deeds. Impressed by his apparent overnight transformation, Rita successfully bids for him at a charity bachelor auction. Phil carves an ice sculpture in Rita's image and tells her that no matter what happens, even if he is trapped in the loop forever, he is finally happy because he loves her. They share a kiss and retire to Phil's room. He wakes the next morning to "I Got You Babe" but finds Rita is still in bed with him and the radio banter has changed; it is now February 3. Phil tells Rita that he wants to live in Punxsutawney with her. ## Cast - Bill Murray as Phil Connors - Andie MacDowell as Rita Hanson - Chris Elliott as Larry the cameraman - Stephen Tobolowsky as Ned Ryerson - Brian Doyle-Murray as Buster Green - Marita Geraghty as Nancy Taylor - Angela Paton as Mrs. Lancaster - Rick Ducommun as Gus - Rick Overton as Ralph - Robin Duke as Doris the waitress As well as the main cast, Groundhog Day features Ken Hudson Campbell as the man in the hotel hallway, David Pasquesi as Phil's psychiatrist, and Richard Henzel and Rob Riley as the radio hosts waking Phil every morning. Hynden Walch and Michael Shannon portray the newly married couple Debbie and Fred. Les Podewell plays the homeless old man and Rod Sell appears as a Groundhog Day official. Director Harold Ramis cameos as a neurologist. Punxsutawney Phil is portrayed by a groundhog known as Scooter. ## Production ### Concept and original draft The original idea for Groundhog Day came to writer Danny Rubin in 1990. He had moved to Los Angeles to work as a screenwriter. While waiting in a theater for a film to start, he was reading Anne Rice's book The Vampire Lestat (1985). Rubin began musing about vampiric immortality and what one would do with their time if it was limitless. He reasoned that vampires were like normal people who did not need to adhere to ordinary rules or moral boundaries. He questioned if and when immortality would become boring or pointless, and how a person would change over time, especially if they were incapable of substantial change. He singled out men he deemed to be in arrested development, who could not outlive their adolescence. Having recently sold his first script for what would become the thriller film Hear No Evil (1993), his agent prompted him to develop a "calling-card" script that he could use to gain meetings with producers. Rubin began work on his idea of a man changing over eternal life, but quickly realized that the idea was impractical because of the expense of depicting historical and future events. At this point, Rubin recalled a brief story concept he had written two years earlier that followed a man who woke every morning to find it was the same day repeating. Rubin married the two ideas to create the outline for Groundhog Day. By portraying eternity as a repeating cycle instead of a straight line through history, he eliminated the production cost of constantly changing settings. He believed that the repetition also offered him more dramatic and comedic possibilities. Rubin opened a calendar and picked the next nearest holiday, February 2, Groundhog Day. He saw it as a date with story potential because it was a recognized holiday without much widespread attention. Rubin believed that people were vaguely aware of the holiday, on which a groundhog predicts the coming of spring. Even so, he believed few people outside Pennsylvania were aware that the actual festival takes place in the small town of Punxsutawney, something he became aware of through a writing job for a local phone company. Setting the story in Punxsutawney provided a small area in which to trap Phil Connors, while reporting on the event gave the character a reason to visit. Rubin took the main character's name from Punxsutawney Phil. He hoped the film could become a perennial holiday favorite, like It's a Wonderful Life (1946) and A Charlie Brown Christmas (1965). Rubin spent eight weeks working on the story: seven making notes to define the rules and characters, and one writing the script. He struggled to establish a cause for the time loop, considering technological, magical, and celestial origins. He considered these methods interchangeable and felt the cause was unimportant and could detract from the story elements he wanted to focus on. Rubin said that the lack of explanation made Phil's situation more relatable, as "none of us knows exactly how we got stuck here either." He chose to begin the story in medias res, with Phil already caught in the time loop. The first scene included Phil waking to "I Got You Babe," predicting the radio host banter and the actions of the hotel patrons, and attacking a pedestrian outside. Rubin thought this would intrigue an audience trying to understand how and why he is doing these things. He chose "I Got You Babe" because it used a lot of repeating lines and was about love, which he felt were thematically resonant aspects. He likened his original script to the 1949 British black comedy film Kind Hearts and Coronets, particularly the flippant way in which Phil's multiple suicides are shown. Rubin did not initially write the film as a broad comedy, considering it more whimsical. He found that the funnier elements were the easiest to think of; one of the earliest scenes he wrote was about Phil using his ever-increasing knowledge to seduce women. Loops were also dedicated to Phil seeing how far he could get outside of Punxsutawney; inevitably, he was always returned to the town. Even so, the script focused much more on Phil's loneliness. He breaks the loop only after realizing that there are other lonely people and that he can do good deeds to make them happier. Scenes in the finished film happened much earlier in Rubin's script, such as Phil driving over a cliff. The passage of time was also more distinct; Phil would track it by reading one page of a book per day, reaching his low point when he realizes he has run out of books. The original ending also featured a twist: Phil breaks his loop and then confesses his love to Rita. The perspective then becomes Rita's; she rejects Phil's advance because she is not ready for love and gets trapped in a loop of her own. ### Development Rubin's agent used the script to arrange meetings with producers; although it did not sell, the meetings generated other work for him. In 1991, after his agent left the industry, Rubin distributed the Groundhog Day script in an effort to secure a new representative. It came to the attention of Richard Lovett at Creative Arts Agency. Lovett said that he could not represent Rubin, but passed the script to his own client, Harold Ramis. By the early 1990s, Ramis had begun moving away from involvement in the anti-establishment and anti-institutional comedies, such as Caddyshack (1980) and National Lampoon's Vacation (1983), that had defined his earlier career. While Ramis had successes in front of the camera and in creative roles like writing, his last directorial effort, Club Paradise (1986), had been a critical and commercial failure. He wanted to direct an unusual project and was particularly interested in comedies about redemption and discovering one's purpose in life. Rubin was aware of Ramis's previous work, having watched him in film and television. Ramis admitted that he did not laugh while reading Rubin's script. He was interested in the underlying spirituality and romance present, but thought it needed more humor. The pair discussed the core ideas in the script, raising parallels between it and the concepts of Buddhism and reincarnation. They also discussed whether it was ethical for Superman—a superhuman being with the power to save the lives of countless people and prevent disasters—to effectively waste time on adventures with his partner Lois Lane. Rubin's script became the subject of two offers: one arranged by Ramis through Columbia Pictures that would grant his project a higher budget, but at the cost of creative control, and a smaller independent studio that offered a lower budget of \$3 million, but would let Rubin retain his original concept. Rubin chose to go with Ramis's deal. As expected, the studio wanted changes. ### Writing Rubin admitted to becoming defensive about the studio's changes. He was concerned that they would remove what he saw as innovative plot points and turn it into a generic comedy film. Ramis supervised the rewrite, tasked with balancing Rubin's desire for originality and the studio's demand for a broad comedy. The pair loosely used the Kübler-Ross model of the five stages of grief—denial, anger, bargaining, depression, and acceptance—as an outline. Ramis imagined himself in Phil's situation and the things he would do and feel if in the same cycle of entrapment. The pair spent weeks revising the script. Ramis suggested that Rubin's original ending, with Rita trapped in her own loop, be removed. He felt that audiences would dislike this as it offered no catharsis. Similarly, he felt it was important to retain the story's darker elements, such as Phil's suicides, as these compensated for the necessary sentimental moments. Rubin delivered a fresh draft on February 2, 1991. He was contractually permitted to write another draft, but the studio had Ramis take over, bringing Rubin's involvement to an end. Ramis took Rubin's new draft and began his solo rewrite. He found the sentimentality and sincerity completely opposed to everything he had learned to do as a comedian, and deliberately tempered the sweeter moments with a cynical and grouchy tone. Ramis reorganized the script into a mainstream three-act narrative. He emphasized Phil's smug attitude as a means of distancing himself from others, giving him a defined story arc as a classic comedic lead character deserving of his punishment. Ramis liked Rubin's concept of starting with the loop in progress, but associate producer Whitney White suggested starting the film before the loop begins because she thought it would be more interesting for the audience to see Phil's initial reaction to his predicament. Ramis also removed Rita's boyfriend, Max, and introduced (then removed) Phil's executive producer, Gil Hawley. This draft featured more scenes focused on Phil's sexual conquests and removed some content deemed more mean-spirited, like Phil asking Rita to be his "love slave." The situation was reversed in the final version of the film, in which Rita buys Phil at the bachelor auction, claiming that she owns him. Phil's journeys outside Punxsutawney were excised, as Ramis did not want the audience becoming too focused on what the rules of the loop were and felt that keeping the story within the town made it more claustrophobic. Phil's expositional narration was removed as well. Also excised were more scenes of Phil's later good deeds and the clever methods he used to prevent accidents while making the most efficient use of his time. For example, Phil puts a large rock in a road to stop a truck delivering fish, on which a restaurant patron would have later choked. Where Rubin's original script had been more sermonic and deprecating, Ramis made the tone more optimistic. Two versions of a scene with Phil and Rita in a diner from Rubin's original script (left) and Ramis's rewrite (right) exemplify the shift of emphasis toward both Phil's smugness and the romantic core of the film: > Rubin's original script PHIL (voice over) "And me and Rita—together—was the most obvious thing in the world..." > PHIL "Have you ever felt like you were reliving the same day over and over again?" > RITA "Like déjà vu?" > PHIL "More like—déjà, déjà, déjà, déjà..." > RITA "So, you still think you've been here before?" Phil nods. > RITA "And how does this evening turn out?" > PHIL "I'll tell you what I do know. Even in a day as long as this, even in a lifetime of endless repetition, there's still room for possibilities." > Ramis's rewrite PHIL "What are you looking for? Who's your perfect guy?" > RITA "Well. First of all, he's too humble to know he's perfect." > PHIL "That's me." > RITA "He's intelligent, supportive, funny." > PHIL "Intelligent, supportive, funny. Me, me, me." > RITA (thinking) "He's romantic and courageous." > PHIL "Me, me also." > RITA "He has a good body but he doesn't have to look in the mirror every two minutes." > PHIL "I have a great body and I never look at it." > RITA "He's kind and sensitive and gentle and considerate. And he's not afraid to cry in front of me." > PHIL "This is a man we're talking about, right?" It was Ramis's version that attracted Murray to the project, though Murray and Ramis immediately clashed over its tone. Murray wanted to focus on the philosophical elements; Ramis countered that it was meant to be a comedy. The studio was happier with Ramis's draft, believing that his changes made it more appealing to audiences. Columbia Pictures rehired Rubin to assess the script and provide notes. Rubin returned the script with pages of honest and sometimes sarcastic notes. In response, Murray recommended fully rehiring Rubin to assist on the script. The studio refused to greenlight the project without making explicit why Phil becomes trapped. Producer Trevor Albert described a Columbia executive saying, "Why does the day repeat?... I like it... but I don't understand why he gets stuck in this loop." Rubin had conceived of several causes for the loop, including a jilted lover placing a curse on Phil and a mad scientist's invention malfunctioning. Albert and Ramis worked with Rubin to appease the studio, while agreeing to place the scenes too late in the shooting schedule to be filmed—and if forced to shoot it, to simply not include it in the film. As the conflict between Ramis and Murray continued, Ramis sent Rubin to work on the script with Murray; he believed it was the only way to stop Murray's constant early-morning phone calls. When Ramis called to check on their progress, Murray asked Rubin to pretend he was not there. The pair visited the 1992 Punxsutawney Groundhog Day festival to get a better understanding of the event, remaining discreet and not revealing the reason for their visit. They then spent weeks working together in New York City revising the script. Rubin found Murray's more laid-back approach to writing "frustrating." They were still working on the script a month before filming began, bringing it back closer to Rubin's original. Rubin and Ramis then collaborated on an additional rewrite. The pair worked on individual sections and then edited each other. Ramis then spent a few days refining it into the screenplay. Rubin recommended that they not include any references to the 1990s or any specific period to allow it to remain timeless. Rubin has said that the final film largely resembles his script. He did regret the loss of a scene between Phil and a 14-year-old boy, in which the child behaves like Phil did at the start of the film, contrasting with Phil's character development by that point in the script. A few scenes were written but not filmed, including Phil praying at a church, gambling, and a scene Murray personally vetoed, of Phil stripped naked to force an elderly man out of a swimming pool. Although the script was complete, it continued to undergo changes during filming. ### Casting For the role of Phil Connors, Chevy Chase, Tom Hanks, and Michael Keaton were also considered. Hanks was Ramis's first choice, but he rejected the offer, rationalizing that he was typecast portraying nice people, and the audience would be expecting his inevitable redemption, whereas Murray was "such a miserable [son of a bitch] on- and off-screen" that the outcome would be less predictable. Keaton said that the role of a "wry, sardonic, glib" character was a typical role for him, but that he simply did not understand the film. He later confessed regret in passing on the role. Phil was written as a younger man, but this was changed when it was determined that the appropriate comic actors were all older. Murray and Ramis had a longstanding friendship and collaborative relationship, having worked together since 1974 on many projects and five films to great success, including Meatballs (1979), Caddyshack, and Ghostbusters (1984). Rubin did not write the character as particularly nasty, aiming for a normal person in an extranormal situation. In casting Murray, Phil was portrayed as more cynical, sarcastic, and detached, but not so malicious that audiences would no longer support him. Rubin wanted Kevin Kline for the part, believing Murray did not have the necessary acting ability. Ramis reassured Rubin, saying, "Don't worry. This is what Bill Murray can do. He can be that nasty and still make you like him." MacDowell agreed, saying "He's a jerk but he makes you laugh." Albert auditioned comedians for the role of Rita, but determined that someone competing with Murray at comedy would be detrimental. Rita was not intended to trade witty comments with Phil, but instead to offer human warmth and intelligence. MacDowell was cast because she was thought to bring an effortless grace suited to Rita's character. MacDowell tried to adapt to Murray's natural improvisation in scenes. She believed that her character's humor comes from her honesty, without being outlandish. Singer Tori Amos was also considered for the role. Tobolowsky was hired after delivering an "overwhelmingly obnoxious" portrayal during his audition. Michael Shannon, who portrays prospective groom Fred, made his on-screen acting debut in the film. He spent much of the shoot in the background of the diner scene as they wanted all the actors in their places even if the camera was not focused on them. A live groundhog, given the name Scooter, was used to portray Punxsutawney Phil. Punxsutawney officials, upset that their town was not used for filming, refused to allow the real Punxsutawney Phil to appear in the film. The groundhog itself was not specially bred for use on film and was trapped in the wild near Illinois a few weeks before filming. ### Preproduction The production wanted to use a "quintessential American town" for location shooting, a place that did not look as if it was specific to any particular time period. The Pennsylvania Film Commission provided location scouting tapes of Punxsutawney, but it became obvious that attempting to film in Punxsutawney would present difficulties, as the town had few ideal filming locations for the scripted scenes. Punxsutawney was also too isolated from the necessary amenities. The rural town was nearly 80 miles (130 km) from the nearest large city, Pittsburgh, and did not offer sufficient accommodation for the cast and crew. As a Chicago native, Ramis enjoyed filming in Illinois and knew the area could meet their needs. These included being closer to a major metropolitan area with access to highways, a winter aesthetic, and the ability to complete the production as quickly as possible. Ramis also wanted a main street like Punxsutawney's. Location scout Bob Hudgins thought that Mineral Point, Wisconsin, could meet their requirements. During the scouting journey there, the team stopped in the city of Baraboo, Wisconsin, which happened to have a town square. The filmmakers could see the benefits of a town square over a main street. Ramis asked for something similar, but in closer proximity to Chicago. By the time they arrived in Woodstock, Illinois, over 60 towns had been scouted. Hudgins was aware of Woodstock—a small town of approximately 25,000 people—from his work on the 1987 comedy film Planes, Trains and Automobiles. Though relatively remote, it offered the timeless quality the filmmakers sought. After Hudgins arranged for Ramis and Albert to view the town from the bell tower of the Woodstock Opera House, the decision was made to film in Woodstock. The town even came with a large pothole for Phil to step in. Scouts initially found a forested preserve area outside of McHenry, Illinois, to film scenes at Gobbler's Knob. The filmmakers later opted to position the site in the town square instead, recreating it to scale with detailed notes and videos, which significantly increased the effect on the town. Thousands of extras were on site across multiple takes. Several local businesses banded together to oppose the film's presence, concerned about the influence the production would have on both the town square and storefronts over an indeterminate amount of time. Hudgins said that he was proud that badges with the number "23" on them—representing the 23 united businesses—had to be amended to "14" as he won several over. The city council was also split on whether to let it proceed. Three of the business owners sued Columbia Pictures after filming concluded for lost profits during the production. One of these cases was settled out of court; the outcomes of the other two are unknown. ### Filming Principal photography began on March 16, 1992, and concluded on June 10, after 86 days. The budget was reported to be between \$14.6 million and \$30 million. Filming took place mainly in Woodstock, as well as on sets in Cary, Illinois, and Hollywood, California. Weather conditions varied considerably during filming. Much of the shoot was conducted in conditions described as frigid and bitterly cold. Murray estimated that it was often 20 °F (−7 °C). The conditions persisted until the end of May. Murray said that being outside for up to 12 hours a day left his skin feeling raw and made him irritable. Toward the end of the shoot, as summer began, fake snow was used to replicate the winter setting, and the actors continued to wear their winter gear despite the rising heat. Ramis could not decide on the weather conditions for the background of Phil's and Ned's encounters, so he shot their nine scenes multiple times in differing conditions. He settled on a gloomy setting to indicate a loop coming to an end. Weather conditions were a major factor in a two-week shoot for the car crash scene. The shoot was also mired in tensions between Ramis and Murray; Ramis was focused on making a romantic comedy, in direct contrast to Murray's desire for a more contemplative film. Murray was also in the middle of a divorce from Margaret Kelly. He was reportedly miserable throughout filming, demonstrated erratic behavior, threw tantrums, and often contradicted Ramis's decisions. Ramis said that Murray constantly showed up late to set, calling his behavior "just irrationally mean and unavailable." The two also disagreed about the script and other actors' performances. Shannon recounted how he believed he had upset Murray during an encounter. When Ramis heard about this, he made Murray publicly apologize to Shannon. Tobolowsky recounted how before their scene's first take, Murray walked into a bakery and bought all the pastries, which he threw to the gathered onlookers, using Tobolowsky to help carry the load. The script continued to change during filming. When Tobolowsky arrived for his first scene, he was handed a new script. He estimated that about a third of it was different from his original copy. For example, early in the film, Phil ends his first loop by breaking a pencil to see if it is repaired the following day. A more elaborate scene was filmed in which Phil spray-painted the walls of the room he wakes up in, destroyed objects, and gave himself a Mohawk hairstyle. The scene took three days to film and was costly; Ramis discarded it for something quieter, simpler, and less manic. The revised script also featured more of Phil's misadventures, and his suicide attempts were set closer to the end. These scenes were moved forward in favor of a long third act showing Phil embracing life. Murray endured physical discomfort for some scenes. To prepare for his step into the water-filled pothole, he wrapped his foot in cling wrap, neoprene, and two pairs of socks. As soon as the scene finished, he began an expletive-filled rant until the costume department dried his foot with hairdryers to avoid frostbite. For another scene, Murray asked MacDowell to really slap him, and Ramis instructed the children Murray confronts in a snowball fight to throw hard. During the scene in which Phil drives off with Punxsutawney Phil, the groundhog bit Murray on the knuckle. Despite wearing gloves, the bite broke the skin. It bit him again in the same spot on a later take. Murray was hesitant about shooting the final scene in which Phil awakens next to Rita, as how or whether Phil was dressed would affect the tone of the revelation that he had escaped the time loop. Ramis polled the crew, who were split between Phil wearing the same clothes as the previous night and different clothes that suggested the pair had been intimate. A young female crew member served as the tiebreaker, ruling that they should be wearing the same clothes as "anything else... will ruin the movie." As MacDowell's and Murray's characters venture outside the Cherry Street Inn in the film's denouement, the scripted line "Let's live here" is tempered by a Murray ad lib, "We'll rent to start." Many locations in and around Woodstock were used in the production. The Woodstock Town Square features prominently. A bar in the former courthouse is used for a bar in Rita's hotel. The Woodstock Opera House served as the exteriors of Rita's hotel, and its tower is used for Phil's suicide leap. The Cherry Street Inn was a private residence; the interior was shot on a set. Woodstock City Lanes was used for the bowling alley scene. The Tip Top Cafe, a setting for several scenes, was purpose-built for the film. Local demand later led to a real diner with a near-identical name at the same location. The bachelor auction where Phil demonstrates his personal transformation was filmed at the Woodstock Moose Lodge. The scene of Phil driving his car over a cliff was shot in Nimtz Quarry in Loves Park, Illinois, about 34 miles (55 km) from Woodstock. A rail system was used to propel two vehicles into the quarry on separate takes, to give Ramis a choice of shots; pyrotechnics were employed to make each explode. ## Release ### Context 1993 was considered the year of the family film. This was seen as a response to criticism of Hollywood for overusing violence and sex in films, as well as a need for feel-good entertainment in a time of recession. As production costs rose, films pitched at both adults and children offered a greater chance being profitable both at the theater and in the ensuing home video rentals. By 1993, the three all-time highest-grossing films in North America were family-oriented: E.T. the Extra-Terrestrial, Star Wars, and Home Alone. Family films encouraged repeat business and offered more opportunities to sell merchandise. Columbia Pictures chairman Mark Canton said that PG-rated films were much more likely to make over \$100 million, compared to adult-oriented fare. Groundhog Day was rated PG, allowing children access with parental permission. The film was seen as a potential sleeper success. Groundhog Day was one of many family films released that year, including Free Willy, Last Action Hero, and the highly anticipated Jurassic Park, which would go on to become the highest-grossing film to date. Not all releases that year were family-centric; it would become considered one of the greatest years for film across a range of genres. There were blockbusters like Mrs. Doubtfire and Indecent Proposal, critical favorites such as Schindler's List and Philadelphia, and future classics, like Dazed and Confused, Batman: Mask of the Phantasm, and The Nightmare Before Christmas. The premiere of Groundhog Day took place on February 4, 1993, at the Fox Theater in Westwood, Los Angeles. Murray did not attend the low-budget event, whose guests included comedian Rodney Dangerfield and actresses Catherine O'Hara, Mimi Rogers, and Virginia Madsen. \$40,000 of the entry ticket sales profits were donated to the Scleroderma Research Foundation and Turning Point Shelter. A second premiere took place the following day in Crystal Lake, Illinois, followed by an auction of props and signed equipment from the film. All proceeds were donated to the Woodstock school district. ### Box office In North America, Groundhog Day received a wide release on February 12, 1993, across 1,640 theaters. The film earned \$12.5 million—an average of \$7,632 per theater. The film benefited from a four-day weekend due to the President's Day holiday Monday. This increased its weekend total to \$14.6 million—enhancing the theater average to \$8,934. This made it the second-biggest opening for a film released in winter, behind Wayne's World (\$18 million) released the year before. Groundhog Day finished as the number one film of the weekend, ahead of romantic drama Sommersby (\$9.9 million), and adventure comedy Homeward Bound: The Incredible Journey (\$8.1 million), both in their second week of release. Screenings of the film were approximately 80% sold out. 65% of audiences polled said they would "definitely recommend" it. The film retained the number-one position in its second weekend with a further gross of \$9.3 million. In its third weekend, it dropped to second place with \$7.6 million, behind the debuting crime thriller Falling Down (\$8.7 million). Groundhog Day remained in the top 10 grossing films for a further four weeks, earning a total of \$57.6 million. It spent the remainder of its run outside the top 10 apart from two brief resurgences—one during the long Easter weekend in mid-April where it rose to number 2, and approximately 15 weeks into its run, where it rose to number 7 after being released in low-price ticket theaters. In total, the film earned an approximate box office gross of \$70.9 million. Though it did not break any records, the film was considered a success, if a modest one. It finished as the 10th highest-grossing film of 1993 behind Free Willy (\$78 million) and Cliffhanger (\$84 million). When accounting for films released at the end of 1993 that earned most of their box office in 1994, Groundhog Day becomes the 14th-highest-grossing film of 1993. Industry experts suggest that as of 1997, the box office returns to the studio—minus the theaters' share—was \$32.5 million. Outside of North America, the film is estimated to have earned a further \$34.2 million, giving it a cumulative worldwide gross of \$105 million and making it the 19th-highest-grossing-film of the year worldwide. ## Reception ### Critical reception Groundhog Day received generally positive reviews from critics. CinemaScore polls reported that moviegoers gave it an average rating of "B+" on a scale of A+ to F. It was seen as a significant change from the previous works of Murray and Ramis. Kenneth Turan appreciated it as a gentle, endearing, and smaller-scale film. Hal Hinson called it the best American comedy since 1982's Tootsie (also featuring Murray). He said that Groundhog Day demonstrated Ramis's capable comedic timing, and offered a clever plot without pretension. Critics compared it to a combination of It's a Wonderful Life and the surreal science-fiction/horror television series The Twilight Zone (1959). Roger Ebert compared it to the Murray-starring Christmas-comedy Scrooged (1988), featuring a similar transformation from selfish to selfless. He said that where that film offered a "grim discontent," Groundhog Day offered optimism. Critics agreed that the film had an obvious moral, but disagreed on its presentation. Desson Thomson found the film initially intriguing but believed it deteriorated into a Hollywood-style morality tale. In Turan's opinion, Groundhog Day started as a traditional Hollywood story, but was earnest enough to convert the audience by the end, and had a "romantic innocence" that prevented it becoming formulaic. Hinson said that the moral core of the story was never presented in a way that insulted the viewer's intelligence or required they sacrifice their cynicism to accept it. He continued that Phil evolves into a better version of himself, but never stops being a jerk. According to Janet Maslin, the film balanced sentimentality and nihilism. The Hollywood Reporter appreciated that the film endorsed small town morals and their positive effect on Phil. The New Statesman argued that it appealed simultaneously to cynicism and optimism. The tone was described as inconsistent, and the film poorly paced, some scenes going on too long. Owen Glieberman compared it unfavorably to another time-travel film, Back to the Future (1985), which he found more cleverly structured. He described some scenes as isolated comedy sketches rather than part of a larger narrative. Thomson said that the repetition of scenes worked against the film, making it seem as if no progress was being made. Hinson countered that minor alterations to the scenes kept them interesting as part of a "brilliantly imaginative" and "complex" script. Some reviewers said that the humor was often mild, eliciting small chuckles instead of outright hilarity, although Hinson found it to be "wildly funny." The Hollywood Reporter wrote that it offered a range of comedy and satire, all tempered by the love story between Phil and Rita. Critics highlighted the deeper story behind the comedy. Ebert called it a comedy on the surface but with an underlying thoughtfulness. Maslin said that her initial impression was of a lightweight fare, but it became "strangely affecting." Murray was consistently praised for his performance. Critics were in agreement that his performance was essential to the film's success by making Phil's transformation believable. Gene Siskel wrote that any other actor could not have prevented the film from becoming too "saccharine." Turan said that Murray's natural gruffness and comedic barbs prevented over-sentimentality. Turan also appreciated the endearing performance by Murray compared to his more abrasive, past performances. Hinson said that Murray had never been funnier. He continued that Murray was a vital component in keeping the film's optimism from seeming dishonest or manufactured. Hinson liked that even after Phil's redemption, he retains a cynical edge. Glieberman believed that Murray's indifference retains the audience's attention, but added that while Murray was talented enough to play a redeemed person, it was not a good fit for him. Ebert found Murray significantly funnier as a sarcastic antagonist than the friendly protagonist. Critics were enamored with MacDowell's performance. Siskel said that she lit up the screen when she was on. Maslin called her a "thorough delight," saying that MacDowell's performance offered a comforting, comedic presence. Hinson said that the on-screen chemistry between MacDowell and Murray was "otherworldly" and that she was a perfect fit for comedy. Tobolowsky also received praise as a hilarious "pest." ### Accolades At the 1993 New York Film Critics Circle Awards, the screenplay came runner-up for Best Screenplay, tying with Schindler's List. The same year, it won Best Comedy Film at the British Comedy Awards. In a then-unprecedented move, in late 1993, Columbia Pictures sent over 4,500 members of the Academy Awards voting committee a custom box containing videotapes of nine of their eligible films. The campaign was estimated to have cost between \$400,000 and \$650,000. Groundhog Day was included among these nine films, but received no nominations at the 66th Academy Awards. At the 1994 BAFTA Awards, Rubin and Ramis won the award for Best Original Screenplay. MacDowell won the award for Best Actress at the 20th Saturn Awards ceremony, where Groundhog Day also received nominations for Best Fantasy Film (losing to The Nightmare Before Christmas), Bill Murray for Best Actor (losing to Robert Downey Jr. in Heart and Souls), Best Writing and Best Direction (losing both to Jurassic Park), and Best Costumes for Jennifer Butler (losing to Hocus Pocus). At the American Comedy Awards, Murray and Elliott were nominated for, respectively, Funniest Actor and Funniest Supporting Actor. The film was nominated for Best Dramatic Presentation at the Hugo Awards, losing to Jurassic Park. ## Post-release ### Aftermath Despite its relative success, a sequel was ruled out by November 1993. Groundhog Day was one of the films credited with helping to reverse Columbia's failures at the box office, alongside the 1992 films Bram Stoker's Dracula, A Few Good Men and A League of Their Own. Shortly after its release, author Richard A. Lupoff threatened legal action against the filmmakers, alleging the film copied his short story "12:01 P.M." and its associated 1990 short film adaptation about a man stuck in a time loop. The case was never formally filed as the film's production company refused to support legal action. Similarly, author Leon Arden attempted legal action, claiming the film plagiarized his novel One Fine Day, which he had unsuccessfully pitched as a script to Columbia Pictures, about a man repeating April 15. The judge ruled against Arden. Murray initially hated the finished Groundhog Day. In a 1993 interview, he said that he wanted to focus on the comedy and the underlying theme of people repeating their lives out of fear of change. Ramis wanted to focus on the redeeming power of love. Even so, Murray agreed that Ramis had ultimately been right to do so. The film marked the end of Ramis and Murray's nearly 20-year long partnership that among other things, had created films like Caddyshack, Stripes (1981), and Ghostbusters. After filming concluded, Murray stopped speaking to Ramis. He never contacted Ramis, and refused to speak about him in interviews. Ramis openly spoke about Murray, both criticizing him and discussing his dreams where the pair were once again friends. Some of their close acquaintances, including producer Michael Shamberg, speculated that Murray had grown disillusioned with the assumption that his best work only came in collaboration with Ramis, or that Ramis was responsible for Murray's public persona. Ramis said that he could make Murray as funny as possible, and in return, Murray's improvisational skills could save even the most lackluster of scripts. Murray felt that Groundhog Day had given him an opportunity to showcase a different side of himself. He admitted that he was bothered by his perception that his previous films focused on jokes without offering a deeper subtext. Even so, he said that he had found solace in meeting the people entertained by his work. Ramis believed that Murray's dramatic turns in films like Lost in Translation (2003) revealed more about Murray than anything else. Speaking in 2009, Ramis said that he thought Murray had grown tired of being the manic, energetic person carrying a film, and wanted to explore his potential. Ramis reached out to Murray to cast him in his 2005 black comedy The Ice Harvest. Murray's brother Brian declined on his behalf. When Ramis enquired further, Brian said that Murray never discussed Ramis. Except for a few brief exchanges at public events, the pair did not speak for nearly two decades. They reunited only in the final few months of Ramis's life in 2014. Rubin said that Murray and his brother now speak fondly of Ramis. Rubin was in high demand as a screenwriter but retained his desire to tell original stories and refused to tell a traditional Hollywood narrative arc, as he found defying the expected premise and structure the most interesting part. This was not acceptable to studios looking for him to simply put his spin on a conventional story. Eventually, the offers stopped coming. He continued to write scripts, but none progressed. In a 2017 interview, Rubin admitted some regret that Groundhog Day remained his biggest success. ### Home media and rereleases Groundhog Day was released on VHS in early September 1993. It debuted at number 11 on the VHS rental chart, rising to number 1 by the end of September, replacing Falling Down. It remained the number 1 rental until mid-October when it was knocked off the top spot by Point of No Return at number 2 and Aladdin at number 1. It was considered the most successful comedy release of late 1993. The film was released on DVD in 1998. The 2002 "Special Edition" DVD included the film's trailers, an audio commentary by Ramis, and The Weight of Time—a behind-the-scenes documentary about the making of the film, featuring cast and crew interviews. Murray did not participate. A 15th-anniversary edition DVD was released in January 2008. The film was digitally remastered under Ramis's supervision. This set included Ramis' audio commentary and The Weight of Time, and added an interview with Ramis, a short documentary on groundhogs, and deleted scenes. This version was later released on Blu-ray disc in 2009, with an additional picture-in-picture feature with Tobolowsky reprising his role as Ned to provide facts about the film. To celebrate the film's 25th anniversary in February 2018, a remastered 4k resolution version of the film was released in select theaters. In April 2018, the Academy of Motion Picture Arts and Sciences presented a special one-night screening of the remastered film at the Samuel Goldwyn Theater in Beverly Hills, California. The remastered version was also released as an Ultra HD Blu-ray disc, Blu-ray disc, and a digital download. It included the same extras as the 15th-anniversary edition. To celebrate the film's 30th anniversary, the film was released in select theaters for two days in February 2023, with one of those days being February 2, Groundhog Day. ## Analysis ### Time loop duration The duration of Phil's real-time entrapment in the time loop has been the subject of much discussion. Ramis once said that he believed the film took place over ten years. When a blogger estimated the actual length to be approximately nine years, Ramis disputed that estimate and his own. He replied that it takes at least 10 years to become good at an activity (such as Phil learning ice sculpting and to speak French) and "allotting for the down-time and misguided years he spent, it had to be more like 30 or 40 years." A similar estimate suggests that it takes at least 10,000 hours of study (just over a year's worth of time) to become an expert in a field, and given the number of loops seen or mentioned on screen, and how long Phil could spend per day studying, that Phil spent approximately 12,400 days, or nearly 34 years, trapped in the loop. In Rubin's original concept draft, Phil himself estimates that he has been trapped for between 70 and 80 years, having used books to track the passage of time. Born to a Jewish family, Ramis had adopted a Buddhist lifestyle from his second wife, embracing some of its precepts. He said that based on Buddhist doctrine, it takes approximately 10,000 years for a soul to evolve to the next level. In 2005, Rubin said, "it became this weird political issue because if you asked the studio, 'How long was the repetition?', they'd say, 'Two weeks'. But the point of the movie to me was that you had to feel you were enduring something that was going on for a long time.... For me it had to be—I don't know. A hundred years. A lifetime." In his book Groundhog Day, Ryan Gilbey thought the vagueness surrounding the length of the loop was one of the most remarkable elements of the film. Just as there is no justification for why or how Phil is caught in the loop, the length of time is only as long as it takes for Phil to become a better person. ### Thematic analysis The film has been interpreted in many ways by different groups. Rubin has said that he did not set out to write the film as a spiritual analogy. He simply wanted to tell a story about human life and periods in it where a person becomes trapped in a cycle no matter how much they want to escape. He said it was not "just about a man repeating the same day but a story about how to live. Whose life isn't a series of days? Who doesn't feel stuck from time to time?" In the bowling alley scene, Phil asks two Punxsutawney residents if they understand what it is like to be stuck in a place where nothing they do matters. He is referring to his own trapped situation, but the two men, though not trapped in their own loop, know exactly what he means. While Rubin and Ramis discussed several of the philosophical and spiritual aspects of the film, they "never intended [it] to be anything more than a good, heartfelt, entertaining story." Murray saw the original script as an interpretation of how people repeat the same day over and over because they are afraid of change. Rubin added that at the start of the loop, it is the worst day of Phil's life. By being forced to change who he is, to embrace the world around him, and each moment of his day, it becomes the best day of his life; the day he falls in love. In a 2017 interview, Murray said he believed Groundhog Day still resonated because it is about "the idea that we just have to try again... it's such a beautiful, powerful idea." Rubin has been contacted throughout the years by different experts providing their own interpretations. It has been seen as a Christian allegory with Punxsutawney Phil representing Jesus Christ, an example of the Nietzschean concept of the eternal return, the spirit of Judaism, and the essence of homeopathy. It has also been interpreted as an adaptation of the Greek mythological figure Sisyphus who is also condemned to an eternal, daily punishment. Others have found significance in the numbers present in the film. Ramis himself was fascinated by Rubin's original draft and its concepts of reincarnation. The date of Groundhog Day also has implications. It is set between the end of winter—characterized in the film as a period of satire and the end of things—and spring—a season represented by comedy and connected with themes of renewal and redemption. Buddhist leaders commended the representation of the ideologies of regeneration. Phil can be interpreted as a bodhisattva, someone who has reached the brink of Nirvana and returns to Earth to help others to do the same. In the Jewish faith, Phil's escape or reward can be seen as him being returned to Earth to perform moral deeds or mitzvot—the precepts and commandments of God. In Christianity, his journey can be interpreted as a form of resurrection or a means of securing a place in heaven. In Falun Gong religious philosophy, the film has been interpreted as a message that the spiritual self cannot evolve until it learns from past mistakes. In Catholicism, Phil's situation can be identified as a form of purgatory, escaped only by embracing selflessness. MacDowell said "Wouldn't it be great if we had that kind of experience and learn something from it? We go through life and are not always conscious of it... whatever religion you want to base yourself in, that's ultimately why we're here." Groundhog Day can also be interpreted as a secular tale in which Phil is experiencing an existential crisis where primal indulgences are no longer satisfying, causing him to fall into a depression that he escapes by taking ownership of his own self-improvement; he then uses his improved persona to benevolently help others. Phil initially compares himself to a god, declaring that as a weatherman, he makes the weather. After several loops, he comes to believe he is a god, asserting that omnipotence may be mistaken for having lived so long one simply knows everything. Using his knowledge he is able to manipulate events in his favor. The repetition gives Phil an opportunity to escape from his own narcissistic self-confinement. Unwilling to change himself, the means to do so are forced upon him. After constant rejection by Rita and his idea of love, Phil hits an emotional low and repeatedly commits suicide. At one point, he suggests that he has killed himself enough times to no longer exist. It is at this point, Ramis suggests, that Phil becomes ready to change. It is only when Phil stops using the loops to indulge his own desires and instead uses them to selflessly help others that he is freed. In repeatedly failing to save the old homeless man, Phil is also forced to accept that he is not a god. Similarly, regardless of how much knowledge he gains about Rita, and despite his accomplishments learned throughout the loops, he is unable to impress her enough to earn her love. He wins her over only once he stops trying to do so, when he demonstrates genuine care for helping others without fakery or self-interest, knowing that the day will likely reset, and it will have all been for naught. Only then does Rita return his affections. The aspects of Rita that Phil mocked at the start of the film have become qualities he admires and respects, and in turn, Phil receives Rita's love not because he desires it, but because he has genuinely become the type of person that Rita could love. This demonstrates the redeeming power of love, something Ramis wanted to emphasize. For him, Groundhog Day represents having the strength and knowledge to make a change when faced with the opportunity to repeat previous mistakes. Rick Brookhiser argues that it is because Phil fully appreciates every facet of the day that he is rewarded by the day being taken from him. He said, "loving life includes loving the fact that it goes." John Seamon said that where other films use memory as a means of reflection or escape, Phil effectively lives within his memories, repeating them indefinitely; he has no hope for a future because everything will reset. By remembering and appreciating new details, Phil is able to grow as a person and becomes the agent of his own change. Rubin said Phil will not return to his old ways after his experiences, but might suffer disappointment that no day will ever live up to his final, perfect February 2, after which he essentially loses his superpowers. ## Legacy Groundhog Day is considered one of the most beloved comedy films ever made, an all-time classic, and a pop culture touchstone. In 2020, Paste described it as having a "mythic, permanent pop cultural status reserved for few films." The film's success made Ramis a credible comedy director, opening up more creative opportunities for him. Over the rest of the 1990s, he would direct 1996's Multiplicity (also starring MacDowell), 1999's Analyze This, and 2000's Bedazzled. Groundhog Day also showcased Murray's capabilities as an actor, changing perceptions of him as a comedian to a broad-ranged actor and credible romantic lead. His performance is seen as a transitioning point to later roles in serious films like Rushmore (1998), his Academy Award-nominated performance in Lost in Translation, and Moonrise Kingdom (2012). Rubin started a blog in 2007 that featured fictional conversations between himself and Phil Connors, who had since retired to live on a mountainside near Taos, New Mexico. Rubin taught screenwriting at Harvard University for several years. Its impact on Woodstock and Punxsutawney was lasting and significant. Since the film's release, Woodstock has hosted its own Groundhog Day festivals. These have included groundhog Woodstock Willie, screenings of the film, and walking tours of filming locations. The town attracts approximately 1,000 tourists for its yearly event, which has featured appearances by Albert, Rubin, and Tobolowsky. Punxsutawney, which once drew only a few hundred visitors to its festival, has since attracted tens of thousands. The year following the film's release, over 35,000 people visited the town for Groundhog Day. Residents appreciate the film's impact on the town, but assert that their focus remains on Punxsutawney Phil and the long-lived festival. In Woodstock, plaques are positioned at key locations used in the film, commemorating moments including Phil meeting Ned, the pothole in which Phil trips, and the town square pavilion where Phil and Rita share a dance. As of 2016, Rubin continued to receive mail from fans, philosophers, and religious leaders; their content ranged from simple letters to sermons and dissertations. He has spoken of psychiatrists who recommend the film to their patients, and addicts who have told him that it helped them realize they were trapped in a repeating cycle of their own. Some time after the film's release, Murray changed his opinion about it. He called it "probably the best work I've done," adding "and probably the best work Harold will ever do." In 2018, Tobolowsky said "I think [Murray's] performance in Groundhog Day will stand as one of the greatest comedic performances of all time.... He is able to be both antagonist and protagonist at the same time in the same film. He’s everything that’s horrible and everything that’s wonderful.... I think it’s gonna stand up as long as films are made." ### Critical reassessment Groundhog Day is considered one of the greatest films ever made. Rotten Tomatoes assesses a approval rating from the aggregated reviews of critics, with an average rating of . The consensus reads, "Smart, sweet, and inventive, Groundhog Day highlights Murray's dramatic gifts while still leaving plenty of room for laughs." The film has a score of 72 out of 100 on Metacritic based on 15 critics, indicating "generally favorable reviews." In 2004, The New Yorker called it Ramis's masterpiece. In 2005, as part of his The Great Movies series, Ebert raised his original score for the film from three stars to a full four stars. In this updated review, Ebert said that he had underestimated the film and noted that Murray's performance was essential to making the film work. That same year, Jonah Goldberg called it one of the best films of the previous 40 years, positioning it alongside It's a Wonderful Life as one of America's most uplifting and timeless films. In 2009, literary theorist Stanley Fish listed it as one of the ten best American films. He wrote, "The comedy and the philosophy (how shall one live?) do not sit side by side, but inhabit each other in a unity that is incredibly satisfying." It is listed in the 2013 film reference book 1001 Movies You Must See Before You Die, which says "...Bill Murray gives what may be the best and warmest performance of his career in this genius comedy—arguably the best of the 1990s ..." The Guardian attributes its lasting appeal to its use of a classic redemption arc like Ebenezer Scrooge in the 1843 novella A Christmas Carol, and its refusal to explain why the loop occurs, making it less like a typical mainstream film. In 2000, the American Film Institute (AFI) ranked Groundhog Day number 34 on its 100 Years...100 Laughs list recognizing the best comedy films. In 2005, the film's screenplay was listed as the twenty-seventh greatest screenplay of the preceding 75 years on the Writers Guild of America's (WGA) 101 Greatest Screenplays list. In a 2008 AFI poll of 1,500 industry members, Groundhog Day was ranked as the eighth-best fantasy film. That same year Empire listed the film 259th on its list of the 500 Greatest Movies of All Time. In 2014, a poll of 2,120 entertainment-industry members by The Hollywood Reporter ranked it the 63rd-best film of all time. In 2015, the screenplay was listed as the third-funniest on the WGA's 101 Funniest Screenplays list, behind Some Like It Hot (1958) and Annie Hall (1977). In 2017, the BBC polled 253 critics (118 female, 135 male) from across 52 countries on the funniest film made. Groundhog Day came fourth, behind Annie Hall, Dr. Strangelove (1964), and Some Like It Hot. Several publications have ranked it as one of the greatest comedy films of all time, including: number one by Empire (2019); number five by Time Out; number 10 by Rotten Tomatoes; number 11 by IGN; number 18 by Paste; number 23 by The Daily Telegraph; and unranked by Film School Rejects and Vogue. Rotten Tomatoes also listed the film number 86 on its list of 200 essential movies to watch. Similarly, it has been ranked as one of the greatest films of the 1990s, including: number 4 by IndieWire; number 5 by Slate; number 11 by Rolling Stone; number 12 by ShortList; number 15 by The A.V. Club; number 28 by Rotten Tomatoes; number 41 by Slant Magazine; number 55 by the British Film Institute; and unranked by Time Out. ### Cultural impact William Goldman in 1993 said "I think Groundhog Day is the one that will be—of all of the movies that came out this year, it's the one that will be remembered in 10 years." The same year, Desson Thomson opined "Groundhog will never be designated a national film treasure by the Library of Congress." In 2006, the film was selected by the United States Library of Congress to be preserved in the National Film Registry for being "culturally, historically, or aesthetically significant." Several filmmakers have spoken of their appreciation for Groundhog Day or cited it as an inspiration in their own careers, including David O. Russell, Terry Jones, and Jay Roach. Roach called it the film that "changed him." Gillian Wearing called it one of her favorite films, citing its unusual structure and intelligent philosophical message. The film's success helped to legitimize the use of fantasy in mainstream comedy films, laying the groundwork for future fantasy comedies such as Liar Liar (1997), The Truman Show (1998), and Click (2006). The phrase "Groundhog Day" has become a common term to reference a repetitive, unpleasant, and monotonous situation. It is recognized by dictionaries under two definitions: the holiday itself, and "a situation in which events are or appear to be continually repeated." The term's use is such that it has been defined as a cliché to refer to a situation in this way. It has been invoked (sometimes inaccurately) by singers, sports stars, comedians, actors, politicians, archbishops, and former Guantanamo Bay detention camp inmates. Then-President Bill Clinton referenced the film in a 1996 speech to troops stationed in Bosnia. The term was used during the 2020 COVID-19 pandemic, to refer to the monotony of quarantine and isolation associated with attempts to stem the spread of the virus. The narrative concept of someone trapped in a repeating segment of time can be traced back to 1904, and is a popular trope, particularly in science-fiction. Groundhog Day was responsible for popularizing the idea to the general public. Time loops have since been used in several films (including Naken (2000), Source Code (2011), Edge of Tomorrow (2014), Happy Death Day (2017) and its sequel, and Palm Springs (2020)), television shows (including Russian Doll, Buffy the Vampire Slayer, Angel, and The X-Files), and video games (including The Legend of Zelda: Majora's Mask, Outer Wilds and Deathloop). These narratives often involve a central flawed character who must evolve to escape their chronological imprisonment. The influence of Groundhog Day is such that TV Tropes refers to this narrative arc as the "Groundhog Day Loop." Rubin noted that with his script, he "stumbled upon a story with all the makings of a classic, so simple and true that it could be retold many different ways by many different storytellers." It has been referenced across a range of media, including the 1998 novel About a Boy, the music video for the Craig David song "7 Days," and the Doctor Who audio drama Flip-Flop, that features a time loop on the planet Punxsutawnee. Writing for IGN, Michael Swaim postulated that since Groundhog Day popularized the time loop narrative, it had increased in mainstream popularity in part due to the Flynn effect—a statement on the increasing IQ of the population—that meant audiences could easily follow the more complex narratives, and the desire for nostalgia in the postmodern era of the early 21st century. On February 2, 2016, fans in Liverpool, England, gathered to watch the film repeatedly for 24 hours. Since February 2 that year (apart from 2017), Sky Cinema has played the film on repeat for 24 hours. In 2018, the New York Museum of Modern Art debuted a series of films chosen by polling 35 literary and religious scholars, which started with Groundhog Day. There was conflict between the scholars as so many of them wanted to write about the film for the presentation. ## Adaptations A direct sequel was ruled out shortly after the film's release in 1993. Rubin also holds a story credit on the 2004 Italian remake of Groundhog Day, called È già ieri (translated as It's Already Yesterday), and commonly known as Stork Day. When asked about a sequel in 2018, MacDowell said it would never happen because "I know [Murray]. He's not going to do it." Despite this, Murray, Tobolowsky, and Doyle-Murray reprised their roles in a commercial for the Jeep Gladiator played during Super Bowl LIV on February 2, 2020. Filmed in Woodstock, the commercial recreates scenes from the film, and features Murray again trapped in a time loop. He uses the Jeep Gladiator to explore Punxsutawney alongside Punxsutawney Phil. Murray called it his first and last commercial. In April 2020, Jeep released a series of modified versions of the advert to promote social distancing during the 2020 COVID-19 pandemic. Murray provided creative input on the edit. In the years since the film's release, Rubin had worked on a musical adaptation of Groundhog Day, partly out of boredom and partly because a musical was not covered by the rights he had signed over to Columbia. In 2003, Stephen Sondheim expressed interest creating a musical but this project was never realized. When Matthew Warchus and Tim Minchin approached Rubin in 2012, he had already developed a narrative outline, jokes, and a refined list of 12 songs. He had been unable to progress the idea further without a composer. Coming off the success of Matilda the Musical, Warchus and Minchin collaborated with Rubin for several years to produce the Groundhog Day musical. The musical debuted in August 2016, at The Old Vic theatre in London to generally positive reviews. A Broadway version started running in 2017. The show was nominated in several categories at the 2017 Laurence Olivier Awards, winning Best Actor and Best New Musical. Murray attended a Broadway show in 2017, alongside Doyle-Murray and Rubin. A video game narrative sequel was released in September 2019. '''' was developed by Tequila Works and published by Sony Pictures Virtual Reality for PlayStation VR, Oculus Rift, and HTC Vive. The game casts players as Phil's son, Phil Connors Jr., who has grown up in the shadow of his beloved father. Phil Jr. becomes trapped in his own time loop in Punxsutawney and is forced to help others and improve himself to earn his freedom. It received mixed critical reviews.
14,350,259
Operation PBHistory
1,161,966,084
1954 CIA operation in Guatemala
[ "1954 in Guatemala", "Central Intelligence Agency operations", "Covert operations", "Guatemalan Revolution", "Historical revisionism" ]
Operation PBHistory was a covert operation carried out in Guatemala by the United States Central Intelligence Agency (CIA). It followed Operation PBSuccess, which led to the overthrow of Guatemalan President Jacobo Árbenz in June 1954 and ended the Guatemalan Revolution. PBHistory attempted to use documents left behind by Árbenz's government and by organizations related to the communist Guatemalan Party of Labor to demonstrate that the Guatemalan government had been under the influence of the Soviet Union, and to use those documents to obtain further intelligence that would be useful to US intelligence agencies. It was an effort to justify the overthrow of the elected Guatemalan government in response to the negative international reactions to PBSuccess. The CIA also hoped to improve its intelligence resources about communist parties in Latin America, a subject on which it had little information. The first phase of the operation began soon after Árbenz's resignation on June 27, 1954: several agents were dispatched to Guatemala beginning on July 4. These included agents of the CIA and the Office of Intelligence Research (OIR). The first phase involved the collection of 150,000 documents from sources including Árbenz's personal possessions, trade union offices, and police agencies. The ruling military junta led by Carlos Castillo Armas aided these efforts. Following a presentation made to US President Dwight Eisenhower on July 20, a decision was taken to accelerate the operation, and the number of people working in Guatemala was increased. The new team members posed as unaffiliated with the US government to maintain plausible deniability. The operation helped set up the Guatemalan National Committee of Defense Against Communism, which was covertly funded by the CIA: agents of the committee became involved in PBHistory. The team studied over 500,000 documents in total, and finished processing documents on September 28, 1954. PBHistory documents were used to support the CIA's existing operations Kufire and Kugown, which sought to track Latin American communists and to disseminate information critical of the Árbenz government. Documents were also shared with the Kersten Committee of the US House of Representatives, which publicized PBHistory within the US. The documents uncovered by the operation proved useful to the Guatemalan intelligence agencies, enabling the creation of a register of suspected communists. Operation PBHistory did not succeed in its chief objective of finding evidence that the Guatemalan communists were being controlled by the Soviet government, and was unable to counter the international narrative that the United States had toppled the government of Jacobo Árbenz to serve the interests of the United Fruit Company. ## Background and origins The October Revolution of 1945 in Guatemala led to the election of Juan José Arévalo as President of Guatemala, who initiated reforms based on liberal capitalism. Arévalo was an anti-communist, and cracked down on the communist Guatemalan Party of Labor (Partido Guatemalteco del Trabajo, PGT). The US government was nonetheless suspicious that he was under the influence of the Soviet Union. Arévalo's defense minister Jacobo Árbenz was elected president in 1950. Influenced partly by McCarthyism, the US government was predisposed to see communist influence in Árbenz's government, particularly after the legalization of the PGT. Árbenz also had personal ties to some PGT members. In 1952 Árbenz began an agrarian reform program that transferred uncultivated land from large landowners to poor laborers in return for compensation. In response the US-based United Fruit Company, which had large landholdings in Guatemala, intensively lobbied the US government for Árbenz's overthrow. US President Dwight Eisenhower authorized a Central Intelligence Agency (CIA) operation to overthrow Árbenz, code-named Operation PBSuccess in August 1953. Within the CIA, the operation was headed by Frank Wisner, who had worked in the US intelligence services since World War II. While preparations for Operation PBSuccess were underway, the US government issued a series of statements denouncing the Guatemalan government, alleging that it had been infiltrated by communists. On June 18, 1954 Carlos Castillo Armas, a Guatemalan army Colonel in exile since a failed coup in 1949, led an invasion force of 480 men into Guatemala. The invasion was supported by a campaign of psychological warfare, which presented Castillo Armas's victory as a fait accompli to the Guatemalan people. Worried by the possibility of a US invasion, the Guatemalan army refused to fight, and on June 27 Árbenz resigned. The actions of the United States resulted in international outrage. Media outlets across the world accused the US of sponsoring a coup to reverse Árbenz's agrarian reform in the interests of the United Fruit Company. This criticism was influenced by the coverage put out by media outlets in communist-controlled countries, but was repeated in the media in countries that were US allies, with Britain's Labour Party and the Swedish Social Democratic Party joining in. Latin American opposition to the US reached a new peak: author Daniel James stated that "No one could recall so intense and universal a wave of anti-US sentiment in the entire history of Latin America." Although people within the US saw the coup as a triumph for US foreign policy, CIA officials felt that in order for Operation PBSuccess to be termed a success, further action was needed. Thus, the CIA was interested in finding documents that would allow it to portray the administration of Árbenz as being controlled by Soviet communists, and thus to justify the coup. Due to the quick overthrow of the Árbenz government, the CIA believed that the government and the PGT leaders would not have been able to destroy any incriminating documents, and that these could be analyzed to demonstrate Árbenz's supposed ties to the Soviet Union. According to historian Nick Cullather, Wisner hoped to "expose Soviet machinations throughout the hemisphere". The CIA also believed that it could better understand the workings of Latin American communist parties, on which subject the CIA had very little information. Although there had been an active communist movement in Latin America since 1919, it had largely been clandestine, and the CIA knew little about the methods that parties like the PGT used. The CIA hoped that PGT records left behind in haste would enable its international Communism Division to reconstruct the party's leadership and organizational structure, and possibly do the same for other communist parties in the region. The CIA also hoped to exploit the aftermath of the coup to bolster its own intelligence resources. Wisner, who was serving as Deputy Director for Plans at the time of the coup, hoped to recruit agents both from among communists who wanted to defect, and from other Guatemalans who might become a part of the new government. In Wisner's words, he wished to identify "people who can be controlled and exploited to further US policy". Furthermore, the agency hoped to use the findings of the operation to demonstrate the extent of Soviet influence for propaganda purposes, and also to use the information gathered to eliminate any communist influence in Guatemala. ## Document analysis ### First phase On June 30, 1954, three days after the resignation of Árbenz, Wisner sent a telegram that later became known as the "shift of gears cable". Two agents from the CIA, and two from the Office of Intelligence Research (OIR), arrived in Guatemala City on July 4. Castillo Armas had arrived in the capital on the previous day to assume the presidency. One of the CIA officers was Lothar Metzl, who was on the counterintelligence staff of the CIA. Metzl was an Austrian, who had studied communist movements since the 1930s, including in Europe. In Wisner's words, the agents were supposed to perform a "snatch job on documents while the melon was freshly burst open". The initial targets of the operation were the personal possessions and documents of Árbenz and those of Carlos Enrique Díaz (who had been chief of the armed forces under Árbenz, and briefly his successor as president), the offices of trade unions, known front organizations, police agencies, and the headquarters of the Partido Guatemalteco del Trabajo (PGT). The results of the initial searches were disappointing for the CIA; many of the offices had already been plundered both by the Guatemalan army and by other looters. The CIA were particularly interested in finding documents that mentioned the Árbenz government's purchase of weapons from Czechoslovakia, but they were unsuccessful. They were also unsuccessful in finding any evidence that the Soviet Union had controlled the communist movement in Guatemala. Despite these difficulties, the agents collected 150,000 documents, in addition to a number of government files, which the agency judged to be useful. The CIA received assistance in collecting these from Castillo Armas's junta, and from the Guatemalan army. The haul was described as the "greatest catch of documents ever left behind by a Communist Party and its auxiliaries". Most of these had nothing but "local significance". Although no documents were discovered demonstrating Soviet influence, the CIA hoped to use the large number of papers to show that the communists in Guatemala had had a large influence over the government, through institutions like labor unions, peasant organizations, student unions, and youth groups. On July 20, the CIA agents presented the results of their first two weeks of work in Washington. At Wisner's request, Tracy Barnes—principal manager of CIA operations in PBSuccess—created a booklet from these documents to show to US President Dwight Eisenhower. The 23 documents in the booklet included communist literature owned by Árbenz, such as a Chinese study on agrarian reform and some Marxist volumes, as well as diplomatic records implying communist sympathies, and a biography of Joseph Stalin belonging to Árbenz's wife Maria Cristina Villanova. After the presentation, Wisner decided that the examination of the seized documents needed to proceed faster, and so expanded the group of agents working in Guatemala. One of the aims of the new team was to help Castillo Armas establish an intelligence agency that would be able to fight communism in Guatemala. Castillo Armas was pressured to create an anti-communist task force, which he did on July 20—creating the National Committee of Defense Against Communism (Comité de Defensa Nacional contra el Comunismo). The purpose of this group was to create an anti-communist bureaucracy and intelligence service and to organize records and facilitate PBHistory. The Comité secretly received funds from the CIA, with the understanding that this fact could prove "very embarrassing" and that a new source would eventually need to be found. Although the Comité was theoretically an intelligence agency, it also had some police powers. It could order the arrest of anybody suspected of being a communist, and had oversight over all army and police authorities. The CIA team was supposed to help it set up by creating a nucleus of information about people associated with the PGT. The Comité was not, however, granted the power to arrest or search the house of prominent government officials who had served under Árbenz. This was largely because Castillo Armas and other military leaders lacked trust in the Comité. Nevertheless, the Comité was able to conduct personal searches of exiles as they left the country. This proved to be ineffective as very few documents proved to be revealing. ### Second phase On August 4, a new and larger US contingent was deployed to Guatemala. In order to remain covert, this group identified itself to Armas as the "Social Research Group", composed of businessmen and experts from universities. It consisted of eight CIA officers, three men from the State Department, and one from the US Information Agency. It was led by an officer working under the pseudonym "Francis T. Mylkes," and included David Atlee Phillips, who was fluent in Spanish and had been part of the PBSuccess team. The group presented itself as unaffiliated with the US government in order to avoid nationalist backlash and to maintain plausible deniability. The new PBHistory group worked directly with the new Guatemalan Comité training its 25 agents and using them to procure documents; the training covered topics including screening, organizing, and classifying confiscated documents, as well as "the rudiments of mail control, logging, abstracting, and cryptic reference". Eventually, the 25 personnel of the Comité joined the CIA officers in sorting and processing the seized documents. The CIA officers had a separate side entrance to the building in which the operations took place, in order to maintain the image that the operation was a Guatemalan internal affair. The task of sorting through the papers proved to be daunting: by September, the main index of the material contained 15,800 cards. All hand-written material was preserved, and multiple copies of printed material were kept. Every document had to be reproduced, because the original copies of each one were to remain in Guatemala. Approximately half of the paper that had been gathered was incinerated. The CIA gave the highest priority to the documents seized from the PGT. By September 1954, the PBHistory agents had found only a few top secret documents. Some documents showed that government officials and communist party leaders had been able to dispose of most of the sensitive material before they left. In the period of uncertain leadership that followed Árbenz's overthrow, a member of one of the series of ruling juntas had prevented the Comité from searching the homes of private citizens, and from arresting them, which potentially reduced the number of sensitive documents the CIA had access to. Additionally, Castillo Armas stated after taking power that the intelligence information of the army had been completely destroyed. The CIA finished processing documents on September 28, 1954. By this point, the agents had parsed through more than 500,000 unique documents. Photostatic copies were taken of 2,095 important documents, 750 photographs of the material were published for the use of the media, and 50,000 documents were microfilmed. Copies of a handful of important documents were distributed to the various agencies that had been a part of PBHistory, as well as the US Federal Bureau of Investigation. ## Document exploitation The agencies that participated in Operation PBHistory had different aims in mind for the products of the operation. The CIA was most interested in using the information gathered against communist movements in Latin America and elsewhere. The State Department wanted to use them to reconstruct the history of the communist party within Guatemala, while the highest priority of the United States Information Agency was to use the documents to release information that could be used to change international opinion. The agents in charge of the operation were expected to balance these interests: however, as the organization behind the operation, the CIA had veto power over any public use. The work done by the PBHistory team assisted two existing CIA operations, Operation Kufire and Operation Kugown, both of which had been a part of Operation PBSuccess. ### Operation Kufire Operation Kufire was a wide-ranging effort to track communists from various countries across Latin America who had come to Guatemala during the presidency of Árbenz. The CIA expected that these individuals would return to their home countries, or to other countries that had liberal policies about political asylum, and by tracking them, the CIA hoped to disrupt their activities. During the course of this operation, a CIA analyst asked Philips whether to open a file on a 25-year-old physician, who did not at the time appear to be particularly threatening. Philips said yes, thereby opening a file on Ernesto "Che" Guevara, which would quickly become one of the thickest files the CIA had on a single individual. Che's name was added to a secret CIA kill list of individuals targeted for assassination. Few other documents resulted in files that were of enduring value to the CIA. ### Operation Kugown Operation Kugown was the name given to the psychological warfare operation that had played an important part in the overthrow of Árbenz. During the coup, its primary targets had been the Árbenz government. After the conclusion of the coup, Kugown continued, targeting the rest of Guatemala, and the wider international audience. The aim of the operation was to disseminate derogatory information about Árbenz, and to convince Guatemalans—and the rest of the world—that Árbenz's regime had been communist-dominated. The use of documents from PBHistory for Operation Kugown began in August 1954. The standard method employed by the CIA was to select a document that could be portrayed as incriminating and write an explanation covering it. This would then be released to the press by the Comité, so that the local agency could receive some credit. The Comité also released a short documentary film, titled Después Descubrimos La Verdad ("Later We Discovered the Truth"). Through these avenues news media in Guatemala and elsewhere in Central America were saturated with stories of how the Árbenz government had been controlled by communists. While the press releases had a substantial impact within Guatemala, the CIA was unable to staunch the continued criticism of the US role in the coup, which came from virtually all countries except for West Germany and the US itself. Very few news agencies chose to run the press releases from the Comité, even though a number of them were put out. Information was sent to press agencies worldwide describing infiltration by the PGT and links among Communists elsewhere; nonetheless, their impact remained minimal. The lack of attention frustrated the PBHistory agents to the point where they planned to stage a false flag attack on their own headquarters, which would later be described as the work of Guatemala's remaining communists. However, the CIA decided that such an attack would need the cooperation of too many "indigenous" people, and the plan was scrapped as being too risky. Operation Kugown also released a large quantity of communist propaganda material that had entered Guatemala from countries within the Soviet sphere of influence; these convinced American journalists such as Donald Grant, of the St. Louis Post-Dispatch, that there must have been a connection between Árbenz and the Soviet government. Ultimately, these operations were unsuccessful in convincing Latin America that the 1954 coup was justified. ### Kersten committee Information from the PBHistory documents was disseminated by the officials of both the US and Guatemalan governments. US ambassador Henry Cabot Lodge made use of 21 documents in a speech he made at the United Nations. Information was also funnelled to US ambassadors and Congresspeople. The US Congress in 1954 was among the few Republican controlled Congresses in many years. Republicans sought to use an anti-communist push to generate support for themselves and to erode the voting base of the Democratic Party. Anti-Communist members of the US Congress, such as Charles J. Kersten and Patrick J. Hillings of the Kersten Committee, enthusiastically involved themselves with PBHistory. By August 1954, Kersten was receiving PBHistory documents from Dulles so he could use them in speeches to Congress about the Soviet Union's influence in Guatemala. In September and October 1954, the Kersten Committee held hearings purportedly investigating the penetration of communist influence. PBHistory documents were used in this process, and Castillo Armas became the first head of state to testify before a US Congress committee (although he did so through the use of a tape recording of his testimony). Although the hearings did little to unearth information about communist presence in Guatemala, they provided Operation PBHistory with huge publicity within the US. At the same time, the involvement of the Kersten committee and of Kersten and Hillings caused concern for the CIA. Dulles constantly worried that their investigation would damage CIA operations, particularly when Hillings visited Guatemala shortly before PBSuccess was to begin. Congresspeople had not officially been informed of the CIA's role in the coup, and Dulles wished to keep them uninformed. By supplying them with PBHistory documents, Dulles hoped to forestall them from inadvertently exposing the CIA's other projects. Following the hearings, a subcommittee headed by Hillings produced a final report. In addition to stating without evidence that the Guatemalan government had been acting under orders from the Soviet Union, this report falsely claimed that Soviet weapons had been brought covertly to Guatemala by submarine. This unintentionally drew attention to Operation Washtub, a CIA effort to foist incriminating weapons on the Guatemalan government. ### Other uses Once the CIA had stopped using the documents for propaganda purposes, the agents in charge of PBHistory decided that the best use of the documents they had uncovered would be to record the growth of the communist movement in Guatemala. This research was undertaken by the US State Department's Office of Intelligence Research. The OIR produced a 50-page report after five months of work; the State Department considered it the "definitive answer" to the question of how communism had arisen in Guatemala. The government of Honduras, which had allowed its territory to be used as a "staging area" for the coup against Árbenz, also made use of the PBHistory papers to justify its position. It argued that it had been facing interference in its internal matters from communists in Guatemala. ## Aftermath and analysis Max Holland, analyzing PBHistory in 2004, wrote that although very few highly sensitive communist documents were found, the operation provided the CIA with its first detailed look at the development of a powerful communist movement. It also allowed them to set up a Guatemalan service that would work against the communists, and for these reasons, the CIA judged the operation to be a success. Historian Kate Doyle stated that the documents uncovered by PBHistory allowed the CIA to create a register of suspected communists. The documents were described by participants as an "intelligence goldmine"; the register that the CIA left with the Guatemalan security forces contained information on thousands of citizens. PBHistory documents were used for years afterward to discredit Árbenz (living in exile) and to counter Soviet propaganda about American imperialism in Guatemala. When Árbenz moved to Montevideo in 1957, the CIA used the PBHistory documents to produce a biography of Árbenz that described him as a Soviet agent, in an attempt to prevent him from moving to Mexico, where opposition to Castillo Armas' regime was coalescing. Nonetheless, Árbenz remained a symbol of principled resistance to the United States, helped in part by Soviet propaganda to that effect. When some PBHistory documents were published, they received little attention in Latin America. Though PBSuccess was viewed positively within the US soon after it occurred, the violence perpetrated by the Guatemalan governments supported by the US in the 1970s and 1980s changed the perception of the coup among the US public. Despite the report produced by the Office of Intelligence Research, by 1957 the CIA realized that its version of the history of the Árbenz government and the coup was not gaining traction. Books written by defenders of the Árbenz government, which were strongly critical of the US intervention, were generally better received. Nationalist Latin Americans were inclined to view the Castillo Armas government as a creation of the US. As a result, the US government decided to allow Ronald Schneider, a historian who was in the process of completing his Ph.D, to access the PBHistory archive. Schneider published Communism in Guatemala: 1944 to 1954 in 1959. Later observers have stated that the publication may have been subsidized in some way by the CIA: both the Foreign Policy Research Institute, where Schneider worked, and Frederick A. Praeger, who published Schneider's book, received CIA funds. Schneider stated in his book that the Comité was responsible for collecting the documents he accessed, but did not mention the CIA's role in funding the Comité, nor did he explain how the documents came to the US. Schneider's book did not rely on PBHistory material alone, but also on information that he gathered during a trip to Mexico and Guatemala in 1957. The book was generally well received. The operation failed in its main purpose, which was to find evidence that the government of Árbenz was under Soviet control. A CIA report published on October 1, 1954, stated that "'very few' 'Communist damaging' documents had been found". The US failed to persuade Latin Americans of its point of view on communism: most people viewed the reforms of the Guatemalan Revolution in a positive light, and even Schneider's account, described by Holland as a balanced portrayal, was unable to persuade the public that the Soviet Union was involved in the rise of Guatemalan communism. Political scientist Jeremy Gunn, who was given access to the material collected by the operation, stated that it "found no traces of Soviet control and substantial evidence that Guatemalan Communists acted alone, without support or guidance from outside the country". Nothing useful was discovered with respect to international communism either. In contrast, the Soviet government's portrayal was of a Guatemalan government that did not threaten the interests of the US, but which was nonetheless overthrown in order to protect the United Fruit Company. Over time, this description of the events became the favored one in Latin America. The Soviet narrative was further strengthened in 1957, when Castillo Armas was overthrown and replaced with a highly reactionary government which further rolled back the reforms of the 1944 revolution; the Eisenhower administration did not react to the coup in any significant way. When Richard Nixon, then US vice-president, visited Latin America in 1958, he encountered severe abuse wherever he went, even from people who were not communists or their sympathizers. PBHistory was also unable to change the strong resentment against the CIA that the Guatemalan coup had created. Writing in 2008 Gunn compared PBHistory to a similarly unsuccessful attempt by the US to justify the invasion of Iraq after it had occurred. Historian Mark Hove has written that "Operation PBHistory proved ineffective because of 'a new, smoldering resentment' that had emerged in Latin America over US intervention in Guatemala."
26,712,518
Yugoslav minelayer Zmaj
1,171,096,022
Yugoslav Royal Navy minelayer
[ "1929 ships", "Maritime incidents in September 1944", "Mine warfare vessels of Yugoslavia", "Mine warfare vessels of the Royal Yugoslav Navy", "Naval ships of Yugoslavia captured by Germany during World War II", "Seaplane tenders", "Ships built in Hamburg", "Ships sunk by British aircraft", "Troop ships of Germany", "World War II minelayers of Germany", "World War II shipwrecks in the Aegean Sea" ]
Zmaj was built in Germany as a seaplane tender for the Royal Yugoslav Navy between 1928 and 1930. She does not appear to have been much used in that role and was converted to a minelayer in 1937. Shortly before the Axis invasion of Yugoslavia in April 1941, she laid minefields along the Dalmatian coast, perhaps inadvertently leading to the sinking of two Yugoslav passenger ships. Slightly damaged by Italian dive bombers and then captured by the Italians during the invasion, she was soon handed over to the Germans. While in their service the ship was renamed Drache, had her anti-aircraft (AA) armament improved, and was used as a seaplane tender and later as a troop transport. In the latter role she participated in over a dozen convoys between the Greek port of Piraeus and the Greek island of Crete between December 1941 and March 1942. The ship was rebuilt as a minelayer in mid-1942, and her AA armament was further improved. Soon after being recommissioned in August, she was renamed Schiff 50 and was used to evaluate the shipboard use of helicopters for anti-submarine warfare and mine reconnaissance. Between mid-March and May 1943 she was deployed as a convoy escort in the Aegean Sea. During this time she was involved in a gun duel with a surfaced British submarine, in which she was damaged and several of her crew members were killed or wounded. She continued to operate as both a troop transport and minelayer, laying several minefields in the Aegean. One minefield she laid in the Dodecanese in 1943 sank one British submarine, two Allied destroyers and badly damaged a third destroyer. Her AA armament was further enhanced in 1944 but this did not prevent her from being sunk by British aircraft in September while moored in the port of Vathy on the island of Samos. She was scrapped there after the end of World War II. ## Description ### Background The Royal Yugoslav Navy operated a series of seaplane bases on the Dalmatian coast before World War II. Naval authorities determined that a ship was needed to transport seaplanes between the bases and rescue downed aircraft after operations, as had been necessary during World War I. They decided on the smallest possible ship that would carry supplies and spare parts for ten seaplanes, and the navy placed the order with a German shipyard. According to the naval historian Zvonimir Freivogel, the Yugoslavs chose a German shipbuilder because the Germans may have subsidised part of the cost, and due to differences of opinion between Yugoslav naval aviators and their French and British counterparts regarding the size and role of the new ship. The name chosen for the new ship was Zmaj (Dragon). ### General characteristics Zmaj's layout was typical for a ship of her type, with the bridge positioned in the center of the raised forecastle, and the aft deck built low and wide to facilitate aircraft handling. She was 83 meters (272 ft 4 in) long overall. She had a beam of 13 meters (42 ft 8 in) and, at deep load, a draft of 4 meters (13 ft 1 in). She displaced 1,870 metric tons (1,840 long tons) at standard load. Zmaj's two propellers were powered by a pair of eight-cylinder, four-stroke MAN Diesel engines that had a maximum output of 3,260 shaft horsepower (2,430 kW). This was enough to propel her to a speed of 15 knots (28 km/h; 17 mph). She carried a total of 140 tonnes (140 long tons) of fuel which gave her a range of 4,000 nautical miles (7,400 km; 4,600 mi). Zmaj's crew totaled 145 officers and men. She lacked the traditional funnel as her engine uptakes were taken up through the lattice mainmast amidships, which also served as the crane post. She was fitted with a lattice aircraft handling crane with a capacity of 6,500 kilograms (14,300 lb). Zmaj was provided with six boats: two abreast of the bridge on either side, two abreast of the mainmast, one of which was a motorboat, and two dinghies on the stern. She was a poor seakeeping ship due to a combination of her high silhouette and shallow draft, which made her very susceptible to crosswinds, and made steering difficult. The ship was fitted with two single 55-caliber 83.5-millimeter (3.3 in) Škoda anti-aircraft (AA) guns, one each mounted on the forecastle and the stern. They had a maximum elevation of +85° and fired a 10 kg (22 lb) shell at a muzzle velocity of 800 m/s (2,625 ft/s). The guns had a rate of fire of 12 rounds per minute and had a maximum ceiling of 11,300 m (37,100 ft). Four 40 mm (1.6 in) 67-caliber Škoda AA guns were mounted between the bridge and the mainmast in a twin-gun mount on each side amidships. They fired a 0.95 kg (2.1 lb) shell at a muzzle velocity of 950 m/s (3,117 ft/s). After her 1937 conversion to a minelayer, Zmaj carried 100 mines. A single dismantled de Havilland DH.60 Moth floatplane was stored in the aircraft hold between the forward superstructure and the mainmast. Its components would be moved from the hold by the aircraft crane to the after deck where it could be assembled. Then the aircraft would be swayed over the side where it could be launched. The aircraft was removed from the ship when she was converted into a minelayer. ## Construction and career ### Yugoslav Zmaj was built by Deutsche Werft in Hamburg, Germany. Due to the restrictions of the Versailles Treaty, she had to be built as an unarmed auxiliary. Her keel was laid down in 1928 and she was launched on 22 June 1929. While en route to Yugoslavia the ship had a severe engine room fire on 9 September off Flushing, Netherlands, and was forced to return to Hamburg for repairs. These took almost a year and she was accepted by the Royal Yugoslav Navy on 20 August 1930. Zmaj was finally commissioned in 1931 after she was armed and finished fitting-out in Kotor. According to the naval historian Zvonimir Freivogel, Zmaj appears to have been little used in her intended role; only her salvage of an upside-down Dornier Wal flying boat in the Bay of Kotor in 1936 has been confirmed. He goes on to suggest that this may be why she was converted to a minelayer the next year. Following her conversion she made port visits to Piraeus and Istanbul, Turkey, accompanied by the destroyer Dubrovnik and the submarines Hrabri and Smeli. Zmaj served as the fleet flagship in 1939 and her crew witnessed the new destroyer Ljubljana run aground and sink in January 1940 at the narrow entrance to Šibenik harbor. Zmaj despatched her boats to help rescue Ljubljana's crew. Soon after this incident, Zmaj was herself damaged while departing Šibenik harbor when the strong northern bora wind blew her onto rocks, and the squadron commander ordered her anchor dropped. One propeller was damaged, and she soon sailed for Tivat in the Bay of Kotor for repairs. Freivogel considers it likely that the incident contributed to the relief of the squadron commander. Shortly before the Axis invasion of Yugoslavia on 6 April 1941 Zmaj, under the command of Captain Leo Zaccaria, laid defensive minefields along the Dalmatian coast and off main ports. These minefields may have caused the loss of the Yugoslav passenger ships Karadjordje and Prestolonasledik Petar off Zlarin. Zmaj was at Šibenik when the invasion began, and was attacked there by Italian Junkers Ju 87B "Picchiatello" dive bombers, but was only slightly damaged. She sailed to Split in an attempt to join the nascent navy of the Axis-aligned Independent State of Croatia, a puppet state that had been established on 10 April, but was captured at Split by the Italians on 17 April and handed over to the Germans soon after. ### German Renamed Drache (Dragon) by the German Kriegsmarine (navy), she was initially used in support of Luftwaffe seaplane units, but was redesignated as an aircraft rescue ship (German: Flugzeugbergungsschiff) on 7 August 1941. Her armament was increased by two 2-centimeter (0.8 in) and one 1.5-centimeter (0.6 in) anti-aircraft guns as well as racks for a dozen depth charges. She was transferred to the Aegean Sea on 27 December and reclassified as a troop transport. During the period from December 1941 to late March 1942, she was utilised as an escort for 13 convoys between Piraeus and Crete without incident. Drache was modified at Trieste between April and August 1942 for service as a minelayer. Her existing armament was replaced by two 10.5-centimeter (4.1 in), five 3.7-centimeter (1.5 in) and six 2 cm AA guns. It is likely that ammunition for her original 83.5 mm guns was scarce, and that the rearmament was intended to make ammunition resupply easier. She was equipped with four mine rails on her after deck that could accommodate up to 120 mines and another 120 mines could be carried internally. Her crane was replaced by two derricks and the lattice mainmast was plated over and resembled a funnel. A 20-by-5-meter (65 ft 7 in × 16 ft 5 in) platform was built behind the funnel above the main deck. Drache was recommissioned on 20 August 1942 under Korvettenkapitän Joachim Wünning, and on 6 November was renamed Schiff 50, serving as a troop transport, escort vessel and submarine chaser in addition to her minelaying duties. Initially the ship was also used for shipboard trials with the Flettner Fl 282 Kolibri (Hummingbird) helicopter. She embarked the V6 and V10 prototypes from November until January–February 1943. They used the small platform abaft the funnel to take-off and land. The Kriegsmarine wished to evaluate their potential for anti-submarine warfare and mine reconnaissance, but visual detection of submarines and mines proved to be possible only in clear weather. On 3 January, she and the German minelayer Bulgaria were attacked by Allied aircraft in the Aegean Sea, but avoided damage. Between 16 March and May, Schiff 50 escorted convoys travelling between Greece, Crete and the Dardanelles. On the last of these missions, she was escorting the Romanian steamer Alba Iulia from the Dardanelles to Piraeus when they were attacked by the British submarine HMS Parthian. Parthian's torpedoes missed, but in the surface fight that followed Schiff 50 was damaged by Parthian's deck gun, and several of the crew were killed or wounded. Parthian dived and escaped when the Italian destroyer Castelfidardo approached. Schiff 50 conducted minelaying operations in the Aegean, including off the Dardanelles, off Piraeus, and in the Bay of Salonika, generally operating in company with Bulgaria. She also participated in minelaying off the west coast of Greece alongside the Italian minelayers Francesco Morosini and Barletta. After the surrender of Italy in September 1943, she was used to carry troops to capture the Greek island of Kos from a combined British and Italian force on 2–3 October in Operation Eisbär. Schiff 50 then completed another minelaying mission in the Aegean. The ship was attacked by four British Royal Air Force Bristol Beaufighters off the island of Syros in the Cyclades on 26 September, but incurred only slight damage from their guns. On 8 October she was unsuccessfully attacked by the British submarine HMS Unruly although her companion, Bulgaria, was sunk. Schiff 50's most successful operation was a minefield laid just east of the islands of Pserimos and Kalymnos in the Dodecanese to protect German troops during the capture of the Greek island of Leros from another combined British and Italian force. First the British submarine HMS Trooper sank in this minefield on 15 October. Then the British destroyer HMS Hurworth and the Greek destroyer Adrias, carrying supplies and reinforcements for the British forces on Leros, ran into this minefield on the evening of 22 October. Adrias had her bow blown off and Hurworth sank after having been blown in half. Despite severe damage, Adrias was eventually able to make it back to Alexandria in Egypt. Two nights later the destroyer HMS Eclipse encountered the same minefield while carrying reinforcements to Leros. She struck a mine, broke in two, and sank in three minutes. Between 12 and 22 December 1943, Schiff 50 participated in two convoys that ferried German troops from Piraeus to the Greek island of Samos, and returned with Italian prisoners of war. These convoys were escorted by the captured Italian destroyers Turbine and Francesco Crispi (designated Torpedoboot Ausland (foreign torpedo boat)), and renamed TA 14 and TA15 respectively. The latter convoy was attacked twice by an unknown submarine, which was chased off by TA15. Schiff 50 participated in a further troop transport convoy from Piraeus to the island of Milos in the Cyclades on 11 and 12 January 1944, during which she and her escort, the captured Italian destroyer San Martino, now TA17, mistakenly fired on German aircraft. This was followed by two minelaying missions: on 15 and 16 January off the island of Antimilos, just north of Milos, escorted by TA17; and 23 and 24 January in the passages between the islands of Kea, Kythnos, Serifos and Sifnos, escorted by TA17 and the captured Castelfidardo, now TA16. Schiff 50's AA armament was augmented during 1944. One quadruple 2 cm Flakvierling 38 mount was installed on each side of the bridge and she carried a total of thirteen 2 cm guns, with the other five in single mounts on the after deck abreast the mine rails. Her 10.5 cm guns were exchanged for lighter 8.8-centimeter (3.5 in) guns to compensate for the increased top weight. On 8 and 9 May 1944, Schiff 50 laid a defensive minefield near Piraeus, escorted by TA17 and the captured Italian destroyer Calatafimi, now TA19, during which they were attacked with rockets by Allied aircraft, but their powerful AA armament drove off their attackers. Schiff 50's guns were insufficient to save her when she was attacked by several Bristol Beaufighters of No. 252 Squadron RAF while anchored in Vathy harbor on Samos on the afternoon of 22 September 1944. She was set on fire, exploded and sank two hours later; eleven of her crew, including Wünning, died during the attack. She was scrapped at Vathy after the end of the war.
2,640,626
George Vincent (painter)
1,158,806,701
English painter (by 1796 – c. 1832)
[ "1796 births", "1832 deaths", "19th-century English male artists", "19th-century English painters", "Artists from Norwich", "British marine artists", "English landscape painters", "English male painters", "People educated at Norwich School" ]
George Vincent (baptised 27 June 1796 – c.1832) was an English landscape painter who produced watercolours, etchings and oil paintings. He is considered by art historians to be one of the most talented of the Norwich School of painters, a group of artists connected by location and personal and professional relationships, who were mainly inspired by the Norfolk countryside. Vincent's work was founded on the Dutch school of landscape painting as well as the style of John Crome, also of the Norwich School. The school's reputation outside East Anglia in the 1820s was based largely upon the works of Vincent and his friend James Stark. The son of a weaver, Vincent was educated at Norwich Grammar School and afterwards apprenticed to Crome. He exhibited at the Royal Academy, British Institution, and elsewhere. From 1811 until 1831 he showed at the Norwich Society of Artists, exhibiting more than 100 pictures of Norfolk landscapes and marine works. By 1818 he had relocated to London, where in 1821 he married the supposedly wealthy daughter of a surgeon. There he obtained the patronage of wealthy clients, yet struggled financially. The purchase of an expensive house, combined with a tendency towards drink, exacerbated his financial problems and led to his incarceration in the Fleet Prison for debt in 1824. Before his release in 1827 he had resumed his connection with the Norwich Society of Artists, albeit with a much lower output of work. After 1831, Vincent disappeared. He was never found, despite attempts by his family to locate him, and his whereabouts after this date remain uncertain. His death may have occurred before April 1832, perhaps in Bath. His picture Greenwich Hospital from the River, which was shown in London three decades after his death, caused renewed interest in his paintings and helped to establish his reputation as a leading member of the Norwich School. The art historian Herbert Minton Cundall wrote in the 1920s that had Vincent "not given way to intemperate habits he would probably have ranked amongst the foremost of British landscape painters". ## Background The Norwich School of painters was a regional school of landscape painters connected personally or professionally. Though mainly inspired by the Norfolk countryside, many also depicted other landscapes and coastal and urban scenes. The school's most important members were John Crome and John Sell Cotman—the leading spirits and finest artists of the movement—as well as Vincent, James Stark, Joseph Stannard, Robert Ladbrooke and Edward Thomas Daniell, the best etcher of the school. It was a unique phenomenon in the history of 19th-century British art; Norwich produced more successful artists than any other similar city in England, and its theatrical, artistic, philosophical and musical cultures were cross-fertilised in a way that was unique outside the capital. Originally regarded as modern and progressive, the movement was by the end of the 19th century seen as belonging to a bygone age, due to what the art historian Andrew Hemingway describes as the "mythology of rural Englishness" that prevailed. The Norwich Society of Artists was founded by Crome and Ladbrooke in 1803. It arose from a sense of collective identity (but not a common style) that emerged among the many artists supported by Norwich patrons. They influenced each other by forming evening meetings, sketching together, and exhibiting their works; Crome and Ladbrooke took on apprentices, whilst others taught amateurs, all of whom tended to imitate the style of their teachers. It was created "for the purpose of an Enquiry into the Rise, Progress and present state of Painting, Archaeology and Sculpture with a view to point out the Best Methods of Study to Attain to Greater Perfection in these Arts". It held regular exhibitions and had an organised structure, showing works annually until 1825 and again from 1828 until it was dissolved in 1833. Almost every professional artist in Norwich exhibited with the Society, but not all of the members of the Norwich School belonged to it. At the end of the 17th century, other schools of painting had begun to form, associated with artists such as Francis Towne at Exeter and John Malchair at Oxford. Other centres of population outside London were creating art societies, whose painters and drawing masters influenced their pupils. Unlike those of the Norwich School, these artists did not benefit from wealthy merchants and landed gentry demonstrating their patriotism by acquiring picturesque paintings of the English countryside. The Norwich Society of Artists, the first group of its kind to be created since the formation of the Royal Academy in 1768, was remarkable in acting in its members' interests for 30 yearsa longer period than for any other similar group. After the dissolution of the Norwich Society of Artists in 1833, and Cotman's death in 1842, no professional artists of a similar calibre remained in Norwich. Interest in the school fell off during the 1830s, until their reputation re-emerged after the Royal Academy's 1878 Winter Exhibition. ## Life ### Family and education George Vincent, the eldest surviving son of James Vincent and his first wife Mary Freeman, was baptised on 27 June 1796, at St John the Baptist's Church, Timberhill. Two years earlier his older brother—also named George—had died in infancy; a brother named James, who survived to adulthood, is also recorded. His mother died around 1800. His father was a worsted weaver who manufactured shawls. On his mother's side, George was a cousin of William Jackson Hooker, who became the Director of the Royal Botanic Gardens at Kew in 1841. Vincent lived with his family in a house on St. Clement's Church Alley, close to the River Wensum, remaining there until he moved away from Norwich in around 1818. Vincent was educated at Norwich Grammar School, where he became good friends with John Berney Crome and his brother Frederick, and formed a life-long friendship with James Stark, whose father Michael Stark, a dye manufacturer, would have known Vincent's father through his business connections. He enjoyed drawing with charcoal at an early age. John Crome, who was the best-known drawing-master in Norwich, had with the help of his friends been secured a post at the Grammar School as a drawing master, and would have taught Vincent and his classmates; the post, although likely to have been part-time, was nevertheless his most important teaching activity. Known as "Old Crome" at the school, he was a great favourite with the boys, who greatly enjoyed tricking their teacher into completing their drawings, or more often than not producing a new work of his own. He would paint with extraordinary rapidity, quite forgetting how time was passing, and "with the boys looking on at him admiring his artistic skill". ### Early adulthood (1812–1821) On leaving school, George Vincent, John Berney Crome and James Stark were apprenticed to John Crome, perhaps as early as 1812. Vincent's first exhibited works, two of which were described as "after Crome", were shown at Sir Benjamin Wrench's Court in 1811 and 1812. The three friends, of whom Vincent was the most talented, travelled together on sketching and painting trips, influencing each other's artistic styles in the process. In January 1816 Vincent travelled to France and the Netherlands with John Berney Crome and Benjamin Steel, a surgeon who was to marry John Berney's sister Hannah six years later. In a letter written by John Crome, Vincent was reported to be seasick during the crossing to France. Rouen, now in the Norfolk Museums Collections, is the only painting produced from this visit. It was followed by a tour of Essex, during which time he painted works depicting the villages of Ingatestone and Little Baddow, and in 1816 he and Stark exhibited views of Windsor after touring the area. In around 1818 he left his family home on St. Clement's Church Alley and moved to London, residing first at 7 Wells Street, and then at 86 Newman Street, next door to Stark. Nearly every house on Newman Street was occupied by working artists; according to the Survey of London: South-East Marylebone, "by the time a Newman Street address had become a step on the road to fame, the really famous had moved out". Vincent lived there until 1821. The most important place in London for studying Old Masters was at the British Institution; Vincent and Stark both studied there after they enrolled at the Institute's school in 1817. The artists they studied probably included Aelbert Cuyp, Jan Dirksz Both, Meindert Hobbema, Aert van der Neer and Nicolaes Pieterszoon Berchem. They would have been influenced by other collections in the capital, as well as pictures on display at auction houses, and works shown in exhibitions. Almost all the pictures at the Dulwich Picture Gallery, including those by Cuyp, Philips Wouwerman, Peter Paul Rubens and Anthony van Dyck, could be viewed after it opened to the public in 1817, and students such as Vincent and Stark were encouraged by the college to study and copy its collection. After two years Stark was forced to return home to Norwich due to ill health. In 1819 Vincent toured Scotland, which resulted in paintings such as View of Edinburgh from Calton Hill and Fishing Boats on the Bank of the Forth—the quality of which, according to Day, shows how the artist was at the height of his powers during this period. The following year he exhibited at the Society of Painters in Oil and Watercolours his London from the Surrey Side of Waterloo Bridge, considered by the author William Frederick Dickes to be an important work. It was purchased by John Leicester, 1st Baron de Tabley and shown to the public in his London gallery before being relocated to his collection at Tabley House, Cheshire. ### Marriage and subsequent decline Vincent and Stark travelled from Norfolk to London to attend John Crome's funeral in 1821. At this time Vincent was ill, although the reason for his poor health is not given by any sources or mentioned in his published letters. The art historian Josephine Walpole considers that his misfortunes began once he was left without his old teacher to act as a steadying influence. On 3 November 1821 he married 19-year-old Mary Elizabeth Cugnoni, the only daughter of the physician James Cugnoni, who was, according to Stark, extremely wealthy. The event was recorded in the Norfolk Chronicle a week later. No children are known to have been produced from the marriage. Vincent bought a house in Camden Town that was more than his own income could afford; it was sold when, for reasons that have never been explained, his wife's money failed to materialise. By the summer of 1824 he and his wife were living at 26 Upper Thornhaugh Street, close to Bedford Square, a more affordable house closer to the centre of London. Vincent's health deteriorated and his debts mounted, in part because of his drinking habits. In a letter dated 27 July 1824 to his friend William Davey, he referred to a "past folly", which seems to have been the cause of a permanent rift between Vincent and his Norwich friends, as well as with his father, already troubled by his intemperance. His letters to Davey reveal his financial problems and include a reference to the "infamy" he felt was levelled at him. No details have emerged about the nature of the 'folly' mentioned in the letter; Walpole suggests Vincent's intemperance contributed to the 'folly', and mentions "strange and unpleasant rumours" about Vincent that were circulating, whilst the art historian Campbell Dodgson presumed that his debts were the cause. In a letter written in October that year to Davey, Vincent wrote, "To me it has been—and likewise to my better half—a great source of pleasure to wander over the scenes of former days." To the author Harold Day, this implied that he was happily married at this time. By now Davey was having to help his friend sell works in Norwich at lower than expected prices. In 1824 Vincent started to prepare two pictures, of the Battle of the Nile and the Battle of Trafalgar, to compete for a prize offered by the directors of the British Gallery. Although living in London, he still saw himself as a Norfolk man, writing of the Royal Navy officer Nelson: "The Norfolk hero gained those battles, and shall it be said that Norfolk artists would not contend for the prize now offered?" Neither painting was completed. His inability to pay off his debts led to his committal to the Fleet Prison in December 1824, and for the next three years he lived in the 3rd gallery (i.e. on the third floor), unable to complete any large works. A letter to Davey written after his arrival at the Fleet revealed his embarrassment, requesting that when he spoke to James Stark: "As it will be necessary to name it to J.S., beg of him not to notice my residence to a soul; and, above all, do not name it to my father, as it would make the poor old man very miserable." His father-in-law and friends helped him to exhibit his paintings, including five shown in Norwich (Entrance to Loch Katrine – moonlight; Highlanders Spearing Salmon and four others simply entitled Landscape). After a year in the Fleet, and accompanied by a prison keeper, he visited Stark at Norwich. When there he attempted to resume connections with his friends, and raise funds from the sale of his paintings or by some other means. ### Disappearance (from 1831) Vincent remained at the Fleet until his release on 13 February 1827. In 1828, he sent six pictures to the Norwich exhibition and in 1831 he showed one painting there, the last shown in public during his lifetime. After 1831, Vincent disappeared from public view, and was not heard from or seen by his friends again, despite attempts by his family to locate him. The botanist Joseph Dalton Hooker, writing in his father's 1902 biography, recalled that "George Vincent was well educated and brought up, but lost himself. My father, his cousin, vainly endeavoured to trace his end in London." In the catalogue of his pictures shown by the Society of British Artists in 1832, Vincent was described as deceased, but uncertainty surrounds both the date and cause of his death. He may have died before 14 April 1832, possibly at Bath in a workhouse, as a notice appeared in the Norwich Mercury on that day: "Died lately at Bath, in his 36th year, Mr George Vincent, artist, son of Mr. James Vincent, of this city." The writer Ralph Hale Mottram described Vincent's death as "completely mysterious" and suggested that his wish to avoid creditors was a possible reason for his disappearance. According to the Morning Advertiser, the contents of his London house were sold in January 1833. The 1899 edition of the Dictionary of National Biography claimed that Vincent was last seen by family members at his father's funeral in April 1833. On 2 May 1833, Mary Vincent married a journalist named Thomas Murphy. ## Works Vincent, Crome, Cotman and Stark are considered by the art historian Herbert Minton Cundall to be the principal artists of the Norwich School of painters. Vincent's work was founded on the style of his master, and on the landscapes of the Dutch Golden Age of paintings. His works, often dated, were sometimes signed with his monogram, GV. He exhibited from 1811 to 1831 with the Norwich Society of Artists, showing 106 pictures, including 75 landscapes, 6 seascapes and 16 "architectural works". He exhibited in London, Manchester and Glasgow during his career. From 1814 to 1823 he showed 9 paintings at the Royal Academy; in 1824, 1825, 1929 and 1830 he exhibited a total of 12 works at Suffolk Street, the home of the Society of British Artists; and from 1815 to 1831 a total of 41 paintings were shown at the British Institution (apart from in 1816 and 1828). His paintings were not regularly exhibited in London until he moved to the capital. They were mostly views of the Norfolk countryside, but also of Scottish scenes (from his tour of 1819), and of boats. Vincent learnt to etch before he moved to London. Most of the Norwich artists, including Vincent, etched to produce prints for their own and their friends' interest, and not with the aim of gaining financial security. Their plates were generally untitled, as they were not intended to be published, and were first seen in posthumously made publications. The British Museum has impressions of 23 of Vincent's etchings, some in different states, made from his own pictures or sketches. Few impressions of them were taken. Searle describes Vincent's Shipwreck on the Coast as "strikingly original". When etchings by the Norwich School were exhibited in London in 1973, his prints were described as fresh, and possessing "a forceful quality unique amongst the Norwich artists". Both Vincent and Stark tended to etch rural landscapes involving windmills, cottages animals and human figures, in a style that shows the influence of Crome and the Dutch artist Jacob Isaackszoon van Ruisdael. The historian Geoffrey Searle comments on this, sensing that their prints "descent into pictorial convention", when other members of the Norwich School—in particular the artist John Middleton—"steer clear of these picturesque contrivances". The British Museum holds a few drawings by Vincent, once part of an album, and three drawings once attributed to him, but which are now recognised as being drawn by the Norwich artist Samuel David Colkett. The background to Joseph Clover's undated Portrait of George Vincent (1796–1832), with landscape background by himself was painted by the sitter. The work was bequeathed to the Castle Museum in 1899 by the mustard manufacturer Jeremiah James Colman, along with Trowse Meadows, near Norwich. The Eastern Daily Press reported in 1885 that in contrast with the portrait, Vincent's actual face was "disfigured by small-pox, and that he was a very plain man. As to the latter point, we hardly think the recollection is confirmed by the portrait." ## Influences, reputation and legacy Vincent was influenced by Crome's paintings, among them A Fishmarket at Boulogne (1820). Dickes commented that "no other of Crome's pupil's so nearly acquired the master's wonderous power of representing atmosphere" and that his landscapes were distinguished by the quality of their composition and colouring. He provides Vincent's Road Scene and Cottage as being typical of his work, with its "ultramarine sky. amber-edged clouds, indigo in the distance, golden tree branches [and] well-drawn figures". According to the art historian Andrew Moore, Vincent approached Crome's naturalism, but was notably inferior with regard to sense of composition. His work invites comparison with the paintings of John Constable, whom he is known to have admired, and by J. M. W. Turner; both lived in London when Vincent was based there. He has also been compared favourably with Stark. According to Cundall, Vincent's paintings were more atmospheric, and he was the finer painter; according to the author and collector Derek Clifford, Vincent was the better watercolourist. Cundall believed that had Vincent "not given way to intemperate habits he would probably have ranked amongst the foremost of British landscape painters". Moore regarded him as one of the most talented British painters of the 1820s, if inconsistent in quality. Dodgson's biographical article in the Dictionary of National Biography described him as Crome's most accomplished pupil, whose paintings constitute a remarkable body of work. Walpole acknowledged that his output as "uneven", wrote that Vincent's death lead to the loss of an artist of ambition, still in his early years and who bore the hallmark of genius. Among the qualities she singles out are his ability to balance his pictures with unusual skies, his harmonious use of colour, and his way of producing interesting and complex works that were well thought out and constructed. She praises his Scottish oil paintings, describing them as "absolutely magnificent". The decline in his health and fortunes from the mid 1820s was to Walpole the cause of the general decline in the quality of his output from that time. The impact of the Norwich School outside East Anglia arose largely from Vincent and Stark's work; both became important members of the second generation of the school, and their exhibitions in the capital attracted much praise in the press, with their connection with their home city only occasionally noted. Notable works by Vincent occasionally appear at auction. St. Paul's from the Surrey Side of Blackfriars Bridge, figures and sailing barges in the foreground, an oil painting measuring 132.7 cm × 141 cm (52.2 in × 55.5 in) sold for £10,000 at Christie's in 2019, double the estimated value, and Ship Building At Greenwich, a smaller painting measuring 31 cm × 40 cm (12 in × 16 in) which was signed 'GV 1823' on the foremost boat, was sold at Bonhams in 2011 for £27,500. In comparison, Greenwich Hospital (1827) fetched 740 guineas in 1888, an amount equivalent to around £61,000 in modern currency. In 2020 an American art dealing company noted that good works by Vincent were "relatively rare". ## Selected paintings ### Greenwich Hospital from the River Vincent's talents as a landscape painter went largely unrecognised outside Norfolk until his 1827 work Greenwich Hospital from the River was shown at that year's International Exhibition. The excitement generated by the showing of this large picture helped to secure his reputation; according to Dickes, he was then "placed among the leading landscape painters". The Redgraves, in their 1890 Landmarks in Art History series, wrote that "Vincent executed the painting thoroughly, giving all his powers to the task, and he produced a noble picture." Greenwich Hospital from the River was considered Vincent's masterpiece; being in Dickes' opinion comparable with the works of Dutch landscape painters Cuyp and Jan van de Cappelle. Dickes described the painting in his book The Norwich School of painters: "The sun is behind a golden-fringed cloud above the centre of the picture, its light suffusing the sky and powerfully reflected on the river between two groups of ships, where a timber raft is floating. In the front, dark against this light, three sailors in a boat are tying a rope to a buoy. There are other boats moving about, and in the distance between and beyond the timber ships, riverside craft and the towers of Greenwich Hospital." It was originally commissioned for 100 guineas by a Mr Carpenter, as a result of the action of Vincent's friend, the connoisseur James Wadmore. View on the Wensum had been purchased by Wadmore in 1819 after it was shown at the British Institution, who stipulated that Carpenter should commission the picture in return for some of his important manuscripts, required by Carpenter for his own use. The commission would have provided a much-needed source of income for the artist. The painting was possibly lent by Wadmore to the Society of British Artists and exhibited in 1834. After being shown at the 1862 International Exhibition, it was sold in 1866 to a Mr Fordham of Stourton Castle, and then passed to the industrialist William Orme Foster. It was lent to another exhibition by Foster in 1877. A Spectator article of that year described the work as "a fine, vigorous painting, the drawing and grouping of the boats being first-rate, and the sky also exceptionally good". Vincent painted Greenwich Hospital twice; a second, smaller work, also known as Greenwich Hospital, was painted in 1827. ### Other paintings A distant view of Pevensey Bay, the landing place of King William the Conqueror, painted in 1820, owes a debt to the tradition of Claude and Nicolas Poussin, as well being innovative in both style and technique. A large oil painting measuring 146 by 233.7 centimetres (4 ft 9.5 in by 7 ft 8.0 in), it was probably Vincent's most ambitious work. Hemingway and Walpole agree; in Hemingway's opinion the picture emulates Turner in its bright colouring, whilst Walpole notes that the painting has "an unmistakably Turneresque sky". Moore praises the "magnificent" panoramic view, which to him invites comparison with both Constable and Turner, who also fashionably alluded to an historical event, giving such landscapes an idyllic rural setting. The painting received very favourable reviews in the London press. The London Literary Gazette wrote that "Independent of its historical claim, this performance is a beautiful example of aerial perspective, diversified with abundant variety of picturesque forms." The painting belongs to the Norfolk Museums Collections and is on display in the art gallery at Norwich Castle. It was exhibited at the British Institution in 1824. It is one of three works depicting the bay, the others being a small drawing of fishermen, and another view of the same name painted from somewhere near Hastings, described and admired by Dickes in 1905. Paintings by Vincent are in museums and galleries around the UK. Middle Mill, Wandsworth is part of the British Government's Art Collection and hangs in the British Embassy in Luxembourg. At least one of his scenes has been confused with those by John Berney Crome; A View of Yarmouth from Gorleston was reputed to being by Crome when it was sold, but the mistake was discovered when a boat depicted in the picture was shown to have his initials 'GV' on the side. The following works were critically acclaimed when first shown in public, or have been highlighted by art historians: - Driving the Flock, St Mary's, Beverley (undated, private collection) was described enthusiastically in the Norfolk Chronicle when it was exhibited in 1820. Hemingway notes the fresh colouring, adding that the work shows Vincent "as a distinctive and original artist" at this stage in his career. - London from the Surrey Side of Waterloo Bridge (1820) was considered by Dickes to be "an important work", and The New Monthly Magazine that year described the picture as being of "great merit", adding that the craft in the foreground "are admirably introduced to throw off the distant objects, which are represented with much truth of perspective and colour". - Hemingway describes The Dutch Fair at Great Yarmouth ((1821) Norwich Museums Collections) as resembling Turner in its "expansive compositions and profusion of incident", and being closer to him than paintings by the Dutch masters. Moore calls it an ambitious work that shows Vincent "extending his range even beyond the scope of John Crome". The painting is on permanent display at the Tide and Time Museum in Great Yarmouth. - Entrance to Loch Katrine—moonlight, also called Highlanders Spearing Salmon (1825). When it was exhibited in 1825, this oil painting was described by the Norfolk Chronicle as "capital"; in 1985, Andrew Moore wrote that Vincent's stated ambition of producing 'Rembrant effects' in a painting was achieved here It was described by Dickes as "magnificent and Crome-like", and by Hemingway as the most romantic of Vincent's Scottish scenes. The painting is held by Norfolk Museums Collections. - Trowse Meadows, near Norwich (1828), Norwich Museums Collections. A painting admired by the artist John Thirtle, who made a watercolour from it. Hemingway rates It as one of the most impressive of Vincent's late works, comparing it to John Constable's The Hay Wain (1821). According to Hemingway, it lacks the transparency and glitter of the Constable painting, but "the perspective of the clouds, the light effect and the atmospheric recession are all superbly suggested". - The Needles (1830) Norwich Museums Collections - View from Sandlings Ferry (undated). The Athenæum reported the painting to be one of the best in the Royal Academy Winter Exhibition of 1878. The Builder also praised the work that year, saying it "...has a good deal of quiet beauty". Writing in 1905, Dickes praised the work, noting "This picture is remarkable for its pearly atmosphere. A tender vapour seems to pervade the scene." ### Gallery #### Oils #### Etchings
39,642,230
Fuck: Word Taboo and Protecting Our First Amendment Liberties
1,112,729,431
Nonfiction book by law professor Christopher M. Fairman
[ "2009 non-fiction books", "Books about United States legal history", "Books about freedom of speech", "First Amendment to the United States Constitution", "History of civil rights in the United States", "Obscenity", "Sourcebooks books" ]
Fuck: Word Taboo and Protecting Our First Amendment Liberties is a nonfiction book by law professor Christopher M. Fairman about freedom of speech, the First Amendment to the United States Constitution, censorship, and use of the word fuck in society. The book was first published in 2009 by Sphinx as a follow-up on the author's article "Fuck", published in 2007 in the Cardozo Law Review. It cites studies from academics in social science, psychoanalysis, and linguistics. Fairman establishes that most current usages of the word have connotations distinct from its meaning of sexual intercourse. The book discusses the efforts of conservatives in the United States to censor the word from common parlance. The author says that legal precedent regarding its use is unclear because of contradictory court decisions. Fairman argues that once citizens allow the government to restrict the use of specific words, this will lead to an encroachment upon freedom of thought. The book received a mostly favorable reception from news sources and library trade publications. Library Journal described the book as a sincere analysis of the word and its history of censorship, Choice: Current Reviews for Academic Libraries called it stimulating, and the San Diego Law Review said it was thought-provoking. One reviewer said that the book, like the article, was a format for the author to repeatedly use "fuck", rather than actually analyze it from a rigorous perspective. After the book's release, Fairman was consulted by media sources including CNN and The New York Times, as well as the American Civil Liberties Union, on issues surrounding word taboo in society. ## Background Christopher M. Fairman graduated from the University of Texas at Austin. He taught high-school level history for nine years before returning to his alma mater where he ultimately received his Juris Doctor degree. He worked as a clerk on the Texas Court of Appeals for the Third District for Justice J. Woodfin Jones. Subsequently, he was a clerk on the U.S. Court of Appeals for the Fifth Circuit for Judge Fortunato Benavides, and worked for the law firm Weil Gotshal in their office in Dallas. Fairman became a professor at Ohio State University's Moritz College of Law in 2000. He specialized in areas of freedom of speech and word taboo, and earned a reputation as an expert on the subject of legal ethics. Fairman was motivated to conduct research on "fuck" after learning of a Columbus, Ohio, man who was arrested for using the word in an email to a judge in 2004. Fairman delayed writing the article until he received tenure because he was concerned its publication would adversely affect his professional reputation. Nevertheless, his supervisors did not try to convince him to cease research into the topic. Government funding helped finance Fairman's scholarship. His original 2006 article "Fuck" is an analysis of forbidden speech from linguistic and legal perspectives. It covers use of the word in case studies about sexual harassment and education. The article is 74 pages long, and the word fuck appears over 560 times. According to author Jesse Sheidlower in his book The F-Word, Fairman's work is the first academic article with the title of simply "Fuck". Fairman made his article available as a working paper on the Social Science Research Network website on April 17, 2006. Initially the author unsuccessfully tried to have the article published by providing copies to multiple U.S. law reviews. The Kansas Law Review rejected his article 25 minutes after receipt. It was published by the Cardozo Law Review in 2007. The author wrote a follow-up piece in April 2007 titled "Fuck and Law Faculty Rankings". Fairman died on July 22, 2015. At the time of his death, Fairman's 2007 Cardozo Law Review article, "Fuck" was still classed with the 20 top downloaded works on the Social Science Research Network. ## Content summary Fuck cites studies from academics in social science, psychoanalysis, and linguistics. Of the sixteen chapters in the book, eight use the word "fuck" in their titles. He discusses uses of the word from the 15th century onwards. Fairman establishes that most current usages have connotations distinct from its denotation of sexual intercourse, and asserts that rather than having sexual meaning, the word's use is most commonly associated with power. Fairman discusses the efforts of conservatives in the United States to censor the word from common parlance in the country, and says these acts are opposed to the First Amendment to the United States Constitution. Fairman warns against a tendency toward self-censorship. He explains that those who choose to silence themselves tacitly encourage a process by which speech is forbidden through the legal process. He argues that this passivity has an impact of increasing the taboo nature of the word. Fairman writes that legal precedent regarding use of the word is unclear because of contradictory court decisions. He presents case studies of these contradictory applications of the law, and uses them to analyze public perceptions surrounding freedom of speech. He provides examples of exceptions to the First Amendment, such as speech intended to cause violent acts, and discusses the manner in which federal and state governments sanction these exceptions. Fairman draws parallels between protection of comedians' usage of taboo language to the ability of individuals in society to express ideas freely. He argues that once citizens allow the government to restrict specific words that can be used in speech, this will lead to an encroachment upon freedom of thought. ## Reception Fuck: Word Taboo and Protecting Our First Amendment Liberties was first published in 2009 in paperback by Sphinx Publishing, and in an electronic format for the Amazon Kindle the same year. The Seattle Post-Intelligencer called Fairman's paper compelling and amusing. The Horn Book Magazine described the paper as a contemplative scholarly work which was simultaneously an engaging read. In a 2011 article for the Federal Communications Law Journal, W. Wat Hopkins was critical of Fairman's article and subsequent book, writing that both appeared to be formats for the author to repeatedly use the word "fuck", rather than actually analyze the subject from a rigorous perspective. A review of the book in Publishers Weekly called it a vibrant extension of his article, and described it as educational and assertive in its promotion of freedom of speech, particularly in the face of the controversial language discussed. Choice: Current Reviews for Academic Libraries reviewed Fuck and called it a stimulating book. The review concluded, "[h]ighly recommended. All readership levels." Library Journal described the book as a sincere analysis of "fuck" and its history of censorship. The review characterized the book as of a higher quality than The Compleat Motherfucker: A History of the Mother of all Dirty Words (2009) by Jim Dawson. Ian Crouch of The New Yorker praised the cover design for the book. Crouch observed that the word Fuck was shown partially obscured by correction fluid but was still clearly evident in full. He concluded this was an appropriate image for a book on free speech and word taboo. After the book's publication, Fairman was consulted by media sources, including CNN, on issues involving word taboo. The American Civil Liberties Union of Ohio invited Fairman to host its forum "Word Taboos" in 2010; his presentation was titled "Putting the 'F' in Free Speech". In a 2012 article on the word "fuck", The New York Times characterized Fairman as the foremost legal scholar in the United States on the word "fuck". ## See also - Censorship in the United States - Cohen v. California - Freedom of speech in the United States - Fuck (documentary about the word) - Seven dirty words - Political correctness
214,042
Charles Villiers Stanford
1,173,168,901
Irish composer, music teacher, and conductor
[ "1852 births", "1924 deaths", "19th-century Irish people", "19th-century classical composers", "19th-century conductors (music)", "19th-century musicologists", "20th-century Irish male musicians", "20th-century classical composers", "20th-century conductors (music)", "Academics of the Royal College of Music", "Alumni of Queens' College, Cambridge", "Bach musicians", "Classical composers of church music", "Composers awarded knighthoods", "Composers for piano", "Composers for pipe organ", "Irish Anglicans", "Irish classical composers", "Irish classical organists", "Irish expatriates in the United Kingdom", "Irish knights", "Irish male classical composers", "Irish opera composers", "Knights Bachelor", "Male classical organists", "Male opera composers", "Musicians from Dublin (city)", "Oratorio composers", "Professors of Music (Cambridge)", "Romantic composers", "String quartet composers" ]
Sir Charles Villiers Stanford (30 September 1852 – 29 March 1924) was an Anglo-Irish composer, music teacher, and conductor of the late Romantic era. Born to a well-off and highly musical family in Dublin, Stanford was educated at the University of Cambridge before studying music in Leipzig and Berlin. He was instrumental in raising the status of the Cambridge University Musical Society, attracting international stars to perform with it. While still an undergraduate, Stanford was appointed organist of Trinity College, Cambridge. In 1882, aged 29, he was one of the founding professors of the Royal College of Music, where he taught composition for the rest of his life. From 1887 he was also Professor of Music at Cambridge. As a teacher, Stanford was sceptical about modernism, and based his instruction chiefly on classical principles as exemplified in the music of Brahms. Among his pupils were rising composers whose fame went on to surpass his own, such as Gustav Holst and Ralph Vaughan Williams. As a conductor, Stanford held posts with the Bach Choir and the Leeds Triennial Music Festival. Stanford composed a substantial number of concert works, including seven symphonies, but his best-remembered pieces are his choral works for church performance, chiefly composed in the Anglican tradition. He was a dedicated composer of opera, but none of his nine completed operas has endured in the general repertory. Some critics regarded Stanford, together with Hubert Parry and Alexander Mackenzie, as responsible for a renaissance in music from the British Isles. However, after his conspicuous success as a composer in the last two decades of the 19th century, his music was eclipsed in the 20th century by that of Edward Elgar as well as former pupils. ## Life ### Early years Stanford was born in Dublin, the only son of John James Stanford and his second wife Mary, née Henn. John Stanford was a prominent Dublin lawyer, Examiner to the Court of Chancery in Ireland and Clerk of the Crown for County Meath. His wife was the third daughter of William Henn, Master of the Court of Chancery in Ireland and his wife Susanna Lovett of Liscombe House, Buckinghamshire, and granddaughter of the judge William Henn. Both parents were accomplished amateur musicians; John Stanford was a cellist and a noted bass singer who was chosen to perform the title role in Mendelssohn's Elijah at the Irish premiere in 1847. Mary Stanford, "a lady of great charm", was an amateur pianist, capable of playing the solo parts in concertos at Dublin concerts. The young Stanford was given a conventional education at a private day school in Dublin run by Henry Tilney Bassett, who concentrated on the classics to the exclusion of other subjects. Stanford's parents encouraged the boy's precocious musical talent, employing a succession of teachers in violin, piano, organ and composition. Three of his teachers were former pupils of Ignaz Moscheles, including his godmother Elizabeth Meeke, of whom Stanford recalled, "She taught me, before I was twelve years old, to read at sight. ... She made me play every day at the end of my lesson a Mazurka of Chopin: never letting me stop for a mistake. ... By the time I had played through the whole fifty-two Mazurkas, I could read most music of the calibre my fingers could tackle with comparative ease." One of the young Stanford's earliest compositions, a march in D major, written when he was eight years old, was performed in the pantomime at the Theatre Royal, Dublin three years later. At the age of seven, Stanford gave a piano recital for an invited audience, playing works by Beethoven, Handel, Mendelssohn, Moscheles, Mozart and Bach. One of his songs was taken up by the University of Dublin Choral Society and was well received. In the 1860s Dublin received occasional visits from international stars, and Stanford was able to hear famous performers such as Joseph Joachim, Henri Vieuxtemps and Adelina Patti. The annual visit of the Italian Opera Company from London, led by Giulia Grisi, Giovanni Matteo Mario and later Thérèse Tietjens, gave Stanford a taste for opera that remained with him all his life. When he was ten, his parents took him to London for the summer, where he stayed with his mother's uncle in Mayfair. While there he took composition lessons from the composer and teacher Arthur O'Leary, and piano lessons from Ernst Pauer, professor of piano at the Royal Academy of Music (RAM). On his return to Dublin, his godmother having left Ireland, he took lessons from Henrietta Flynn, another former Leipzig Conservatory pupil of Moscheles, and later from Robert Stewart, organist of St Patrick's Cathedral, as well as from a third Moscheles pupil, Michael Quarry. During his second spell in London two years later, he met the composer Arthur Sullivan and the musical administrator and writer George Grove, who later played important parts in his career. John Stanford hoped that his son would follow him into the legal profession but accepted his decision to pursue music as a career. However, he stipulated that Stanford should have a conventional university education before going on to musical studies abroad. Stanford tried unsuccessfully for a classics scholarship at Trinity Hall, Cambridge, but gained an organ scholarship, and later a classics scholarship, at Queens' College. By the time he went up to Cambridge in 1870 he had written a substantial number of compositions, including vocal music, both sacred and secular, and orchestral works (a rondo for cello and orchestra and a concert overture). ### Cambridge Stanford immersed himself in the musical life of the university to the detriment of his Latin and Greek studies. He composed religious and secular vocal works, a piano concerto, and incidental music for Longfellow's play A Spanish Student. In November 1870 he appeared as piano soloist with the Cambridge University Musical Society (CUMS), and quickly became its assistant conductor and a committee member. The society had declined in excellence since its foundation in 1843. Its choir consisted solely of men and boys; the lack of women singers severely limited the works that the society could present. Stanford was unable to persuade the members to admit women, and so he staged what The Musical Times called "a bloodless revolution". In February 1872 he co-founded a mixed choir, the Amateur Vocal Guild, whose performances immediately put those of the CUMS singers in the shade. The members of CUMS rapidly changed their minds, and agreed to a merger of the two choirs, with women given associate membership of the society. The conductor of the combined choir was John Larkin Hopkins, who was also organist of Trinity College. He became ill and handed over the conductorship to Stanford in 1873. Stanford was also appointed Hopkins's deputy organist at Trinity, and moved from Queens' to Trinity in April 1873. In the summer of that year Stanford made his first trip to continental Europe. He went to Bonn for the Schumann Festival held there, where he met Joachim and Brahms. His growing love of the music of Schumann and Brahms marked him as a classicist at a time when many music-lovers were divided into the classical or the modernist camps, the latter represented by the music of Liszt and Wagner. Stanford was not constrained by the fashion for belonging to one camp or the other; he immensely admired Die Meistersinger though he was unenthusiastic about some of Wagner's other works. After leaving Bonn he returned home by way of Switzerland and then Paris, where he saw Meyerbeer's Le prophète. Hopkins's illness proved fatal, and after his death the Trinity authorities invited Stanford to take over as organist of the college. He accepted with the proviso that he was to be released each year for a spell of musical study in Germany. The fellows of the college resolved on 21 February 1874: > Charles Villiers Stanford (undergraduate of the College) be appointed organist at a salary of £100 p. a. for the next two years in addition to rooms and Commons when in residence. The organist to be allowed to be abroad during the two years mentioned for one term and the vacations for the purpose of studying music in Germany, the college undertaking to find a substitute in his absence. Two days after his appointment, Stanford took the final examinations for his classics degree. He ranked 65th of 66, and was awarded a third-class degree. ### Leipzig On the recommendation of Sir William Sterndale Bennett, former professor of music at Cambridge and now director of the Royal Academy of Music, Stanford went to Leipzig in the summer of 1874 for lessons with Carl Reinecke, professor of composition and piano at the Leipzig Conservatory. The composer Thomas Dunhill commented that by 1874 it was "the tail-end of the Leipzig ascendancy, when the great traditions of Mendelssohn had already begun to fade." Nevertheless, Stanford did not seriously consider studying anywhere else. Neither Dublin nor London offered any comparable musical training; the most prestigious British music school, the Royal Academy of Music (RAM), was at that time hidebound and reactionary. He was dismayed to find in Leipzig that Bennett had recommended him to a German pedant no more progressive than the teachers at the RAM. Stanford said of Reinecke, "Of all the dry musicians I have ever known he was the most desiccated. He had not a good word for any contemporary composer... He loathed Wagner ... sneered at Brahms and had no enthusiasm of any sort." Stanford's biographer Paul Rodmell suggests that Reinecke's ultra-conservatism may have been unexpectedly good for his pupil "as it may have encouraged Stanford to kick against the traces." During his time in Leipzig Stanford took piano lessons from Robert Papperitz (1826–1903), organist of the city's Nikolaikirche, whom he found more helpful. Among Stanford's compositions in 1874 was a setting of part one of Longfellow's poem The Golden Legend. He intended to set the entire poem, but gave up, defeated by Longfellow's "numerous but unconnected characters." Stanford ignored this and other early works when assigning opus numbers in his mature years. The earliest compositions in his official list of works are a four-movement Suite for piano and a Toccata for piano, which both date from 1875. After a second spell in Leipzig with Reinecke in 1875, which was no more productive than the first, Stanford was recommended by Joachim to study in Berlin the following year with Friedrich Kiel, whom Stanford found "a master at once sympathetic and able ... I learnt more from him in three months, than from all the others in three years." ### Rising composer Returning to Cambridge in the intervals of his studies in Germany, Stanford resumed his work as conductor of CUMS. He found the society in good shape under his deputy, Eaton Faning, and able to tackle demanding new works. In 1876 the society presented one of the first performances in Britain of the Brahms Requiem. In 1877 CUMS came to national attention when it presented the first British performance of Brahms's First Symphony. During the same period, Stanford was becoming known as a composer. He was composing prolifically, though he later withdrew some of his works from these years, including a violin concerto which, according to Rodmell, suffered from "undistinguished thematic material". In 1875 his First Symphony won the second prize in a competition held at the Alexandra Palace for symphonies by British composers, although he had to wait a further two years to hear the work performed. In the same year Stanford directed the first performance of his oratorio The Resurrection, given by CUMS. At the request of Alfred Tennyson, he wrote incidental music for Tennyson's drama Queen Mary, performed at the Lyceum Theatre, London in April 1876. In April 1878, despite the disapproval of his father, Stanford married Jane Anna Maria Wetton, known as Jennie, a singer whom he had met when she was studying in Leipzig. She was the daughter of Henry Champion Wetton of Joldwynds in Surrey, who had died in 1870. They had a daughter, Geraldine Mary, born in 1883, and a son, Guy Desmond, born in 1885. In 1878 and 1879 Stanford worked on his first opera, The Veiled Prophet, to a libretto by his friend William Barclay Squire. It was based on a poem by Thomas Moore with characters including a virgin priestess and a mystic prophet, and a plot that culminates in poisoning and stabbing. Stanford offered the work to the opera impresario Carl Rosa, who refused it and suggested that the composer should try to have it staged in Germany: "Its success will (unfortunately) have much greater chances here if accepted abroad." Referring to the enormous popularity of Sullivan's comic operas, Rosa added, "If the work was of the Pinafore style it would be quite another matter." Stanford had greatly enjoyed Sullivan's Cox and Box, but The Veiled Prophet was intended to be a serious work of high drama and romance. Stanford had made many useful contacts during his months in Germany, and his friend the conductor Ernst Frank got the piece staged at the Königliches Schauspiel in Hanover in 1881. Reviewing the premiere for The Musical Times, Stanford's friend J A Fuller Maitland wrote, "Mr. Stanford's style of instrumentation ... is built more or less on that of Schumann; while his style of dramatic treatment bears more resemblance to Meyerbeer than to that of any other master." Other reviews were mixed, and the opera had to wait until 1893 for its English premiere. Stanford nevertheless continued to seek operatic success throughout his career. In his lifelong enthusiasm for opera he differed strikingly from his contemporary Hubert Parry, who made one attempt at composing opera and then renounced the genre. By the early 1880s, Stanford was becoming a major figure in the British musical scene. His only major rivals were seen as Sullivan, Frederic Hymen Cowen, Parry, Alexander Mackenzie and Arthur Goring Thomas. Sullivan was by this time viewed with suspicion in high-minded musical circles for composing comic rather than grand operas; Cowen was regarded more as a conductor than as a composer; and the other three, though seen as promising, had not so far made a clear mark as Stanford had done. Stanford helped Parry in particular to gain recognition, commissioning incidental music from him for a Cambridge production of Aristophanes' The Birds and a symphony (the "Cambridge") for the musical society. At Cambridge Stanford continued to raise the profile of CUMS, as well as his own, by securing appearances by leading international musicians including Joachim, Hans Richter, Alfredo Piatti and Edward Dannreuther. The society attracted further attention by premiering works by Cowen, Parry, Mackenzie, Goring Thomas and others. Stanford was also making an impression in his capacity as organist of Trinity, raising musical standards and composing what his biographer Jeremy Dibble calls "some highly distinctive church music" including a Service in B (1879), the anthem "The Lord is my shepherd" (1886) and three Latin motets including Beati quorum via (1888). In the first half of the 1880s, Stanford collaborated with the author Gilbert à Beckett on two operas, Savonarola, and The Canterbury Pilgrims. The former was well received at its premiere in Hamburg in April 1884, but received a critical savaging when staged at Covent Garden in July of the same year. Parry commented privately, "It seems very badly constructed for the stage, poorly conceived and the music, though clean and well-managed, is not striking or dramatic." The most severe public criticism was in The Theatre, whose reviewer wrote, "The book of Savonarola is dull, stilted, and, from a dramatic point of view, weak. It is not, however, so crushingly tiresome as the music fitted to it. Savonarola has gone far to convince me that opera is quite out of [Stanford's] line and that the sooner he abandons the stage for the cathedral, the better for his musical reputation." The Canterbury Pilgrims had been premiered in London in April 1884, three months before Savonarola was presented at Covent Garden. It had a better reception than the latter, though reviews pointed out Stanford's debt to Die Meistersinger, and complained of a lack of emotion in the love music. George Grove agreed with the critics, writing to Parry, "Charlie's music contains everything but sentiment. Love not at all – that I heard not a grain of. ... And I do think that there might be more tune. Melody is not a thing to be avoided surely." In 1896 a critic wrote that the opera had "just such a 'book' as would have suited the late Alfred Cellier. He would probably have made of it a charming light English opera. But Dr. Stanford has chosen to use it for the exemplification of those advanced theories which we know him to hold, and he has given us music which would incline us to think that Die Meistersinger had been his model. The effect of the combination is not happy." ### Professor In 1883, the Royal College of Music was set up to replace the short-lived and unsuccessful National Training School for Music (NTSM). Neither the NTSM nor the longer-established Royal Academy of Music had provided adequate musical training for professional orchestral players, and the founder-director of the college, George Grove, was determined that the new institution should succeed in doing so. His two principal allies in this undertaking were the violinist Henry Holmes and Stanford. In a study of the founding of the college, David Wright notes that Stanford had two main reasons for supporting Grove's aim. The first was his belief that a capable college orchestra was essential to give students of composition the chance to experience the sound of their music. His second reason was the severe contrast between the competence of German orchestras and the performance of their British counterparts. He accepted Grove's offer of the posts of professor of composition and (with Holmes) conductor of the college orchestra. He held the professorship for the rest of his life; among the best known of his many pupils were Samuel Coleridge-Taylor, Gustav Holst, Ralph Vaughan Williams, John Ireland, Rebecca Clarke, Frank Bridge and Arthur Bliss. Rated by Stanford as his most talented student was the English pianist and composer William Hurlstone. Stanford was never an easy-going teacher. He insisted on one-to-one tutorials, and worked his pupils hard. One of them, Herbert Howells, recalled, "Corner any Stanford pupil you like, and ask him to confess the sins he most hated being discovered in by his master. He will tell you 'slovenliness' and 'vulgarity.' When these went into the teacher's room they came out, badly damaged. Against compromise with dubious material or workmanship Stanford stubbornly set his face." Another pupil, Edgar Bainton, recalled: > Stanford's teaching seemed to be without method or plan. His criticism consisted for the most part of "I like it, my boy," or "It's damned ugly, my boy" (the latter in most cases). In this, perhaps, lay its value. For in spite of his conservatism, and he was intensely and passionately conservative in music as in politics, his amazingly comprehensive knowledge of musical literature of all nations and ages made one feel that his opinions, however irritating, had weight. To Stanford's regret, many of his pupils who achieved eminence as composers broke away from his classical, Brahmsian precepts, as he had himself rebelled against Reinecke's conservatism. The composer George Dyson wrote, "In a certain sense the very rebellion he fought was the most obvious fruit of his methods. And in view of what some of these rebels have since achieved, one is tempted to wonder whether there is really anything better a teacher can do for his pupils than drive them into various forms of revolution." The works of some of Stanford's pupils, including Holst and Vaughan Williams, entered the general repertory in Britain, and to some extent elsewhere, as Stanford's never did. For many years after his death it seemed that Stanford's greatest fame would be as a teacher. Among his achievements at the RCM was the establishment of an opera class, with at least one operatic production every year. From 1885 to 1915 there were 32 productions, all of them conducted by Stanford. In 1887 Stanford was appointed professor of music at Cambridge in succession to Sir George Macfarren who died in October of that year. Up to this time, the university had awarded music degrees to candidates who had not been undergraduates at Cambridge; all that was required was to pass the university's music examinations. Stanford was determined to end the practice, and after six years he persuaded the university authorities to agree. Three years' study at the university became a prerequisite for sitting the bachelor of music examinations. ### Conductor and composer During the last decades of the 19th century, Stanford's academic duties did not prevent him from composing or performing. He was appointed conductor of the Bach Choir, London, in 1885, succeeding its founding conductor Otto Goldschmidt. He held the post until 1902. Hans von Bülow conducted the German premiere of Stanford's Irish Symphony in Hamburg in January 1888, and was sufficiently impressed by the work to programme it in Berlin shortly afterwards. Richter conducted it in Vienna, and Mahler later conducted it in New York. For the Theatre Royal, Cambridge, Stanford composed incidental music for productions of Aeschylus's The Eumenides (1885), and Sophocles' Oedipus Tyrannos (1887). The Times said of the former, "Mr. Stanford's music is dramatically significant, as well as beautiful in itself. It has, moreover, that quality so rare among modern composers – style." In both sets of music Stanford made extensive use of leitmotifs, in the manner of Wagner; the critic of The Times noted the Wagnerian character of the prelude to Oedipus. In the 1890s, Bernard Shaw writing as a music critic of The World, voiced mixed feelings about Stanford. In Shaw's view, the best of Stanford's works displayed an uninhibited, Irish, character. The critic was dismissive of the composer's solemn Victorian choral music. In July 1891, Shaw's column was full of praise for Stanford's capacity for spirited tunes, declaring that Richard D'Oyly Carte should engage him to succeed Sullivan as the composer of Savoy operas. In October of the same year, Shaw attacked Stanford's oratorio Eden, bracketing the composer with Parry and Mackenzie as a mutual admiration society, purveying "sham classics": > [W]ho am I that I should be believed, to the disparagement of eminent musicians? If you doubt that Eden is a masterpiece, ask Dr Parry and Dr Mackenzie, and they will applaud it to the skies. Surely Dr Mackenzie's opinion is conclusive; for is he not the composer of Veni Creator, guaranteed as excellent music by Professor Stanford and Dr Parry? You want to know who Parry is? Why, the composer of Blest Pair of Sirens, as to the merits of which you only have to consult Dr Mackenzie and Professor Stanford. To Fuller Maitland, the trio of composers lampooned by Shaw were the leaders of an English musical renaissance (although neither Stanford nor Mackenzie was English). This view persisted in some academic circles for many years. Stanford returned to opera in 1893, with an extensively revised and shortened version of The Veiled Prophet. It had its British premiere at Covent Garden in July. His friend Fuller Maitland was by this time the chief music critic of The Times, and the paper's review of the opera was laudatory. According to Fuller Maitland The Veiled Prophet was the best novelty of an opera season that had also included Leoncavallo's Pagliacci, Bizet's Djamileh and Mascagni's I Rantzau. Stanford's next opera was Shamus O'Brien (1896), a comic opera to a libretto by George H. Jessop. The conductor was the young Henry Wood, who recalled in his memoirs that the producer, Sir Augustus Harris, managed to quell the dictatorial composer and prevent him from interfering with the staging. Stanford attempted to give Wood lessons in conducting, but the young man was unimpressed. The opera was successful, running for 82 consecutive performances. The work was given in German translation in Breslau in 1907; Thomas Beecham thought it "a colourful, racy work", and revived it in his 1910 opéra comique season at His Majesty's Theatre, London. At the end of 1894, Grove retired from the Royal College of Music. Parry was chosen to succeed him, and although Stanford wholeheartedly congratulated his friend on his appointment, their relations soon deteriorated. Stanford was known as a hot-tempered and quarrelsome man. Grove had written of a board meeting at the Royal College "where somehow the spirit of the d----l himself had been working in Stanford all the time – as it sometimes does, making him so nasty and quarrelsome and contradictious as no one but he can be! He is a most remarkably clever and able fellow, full of resource and power – no doubt of that – but one has to purchase it often at a very dear price." Parry suffered worse at Stanford's hands with frequent rows, deeply upsetting to the highly strung Parry. Some of their rows were caused by Stanford's reluctance to accept the authority of his old friend and protégé, but on other occasions Parry seriously provoked Stanford, notably in 1895 when he reduced the funding for Stanford's orchestral classes. In 1898, Sullivan, ageing and unwell, resigned as conductor of the Leeds triennial music festival, a post which he had held since 1880. He believed that Stanford's motive for accepting the conductorship of the Leeds Philharmonic Society the previous year was to position himself to take over the festival. Stanford later felt obliged to write to The Times, denying that he had been party to a conspiracy to oust Sullivan. Sullivan was by then thought to be a dull conductor of other composers' music, and although Stanford's work as a conductor was not without its critics, he was appointed in Sullivan's place. He remained in charge until 1910. His compositions for the festival included Songs of the Sea (1904), Stabat Mater (1907) and Songs of the Fleet (1910). New works by other composers presented at Leeds during Stanford's years in charge included pieces by Parry, Mackenzie, and seven of Stanford's former pupils. The best-known new work from Stanford's time is probably Vaughan Williams's A Sea Symphony, premiered in 1910. ### 20th century In 1901 Stanford returned once again to opera, with Much Ado About Nothing, to a libretto by Julian Sturgis that was exceptionally faithful to Shakespeare's original. The Manchester Guardian commented, "Not even in the Falstaff of Arrigo Boito and Giuseppe Verdi have the characteristic charm, the ripe and pungent individuality of the original comedy been more sedulously preserved." Despite good notices for the opera, Stanford's star was waning. In the first decade of the century, his music became eclipsed by that of a younger composer, Edward Elgar. In the words of the music scholar Robert Anderson, Stanford "had his innings with continental reputation in the latter decades of the nineteenth century, but then Elgar bowled him out." When Elgar was struggling for recognition in the 1890s, Stanford had been supportive of his younger colleague, conducting his music, putting him forward for a Cambridge doctorate, and proposing him for membership of the exclusive London club, the Athenaeum. He was, however, put out when Elgar's success at home and abroad eclipsed his own, with Richard Strauss (whom Stanford detested) praising Elgar as the first progressive English composer. When Elgar was appointed professor of music at Birmingham University in 1904, Stanford wrote him a letter that the recipient found "odious". Elgar retaliated in his inaugural lecture with remarks about composers of rhapsodies, widely seen as denigrating Stanford. Stanford later counter-attacked in his book A History of Music, writing of Elgar, "Cut off from his contemporaries by his religion and his want of regular academic training, he was lucky enough to enter the field and find the preliminary ploughing done." Though bitter about being sidelined, Stanford continued to compose. Between the turn of the century and the outbreak of the First World War in 1914 his new works included a violin concerto (1901), a clarinet concerto (1902), a sixth and a seventh (and last) symphony (1906 and 1911), and his second piano concerto (1911). In 1916 he wrote his penultimate opera, The Critic. It was a setting of Sheridan's comedy of the same name, with the original text left mostly intact by the librettist, L. Cairns James. The work was well received at the premiere at the Shaftesbury Theatre, London, and was taken up later in the year by Beecham, who staged it in Manchester and London. ### Last years The First World War had a severe effect on Stanford. He was frightened by air raids, and had to move from London to Windsor to avoid them. Many of his former pupils were casualties of the fighting, including Arthur Bliss, wounded, Ivor Gurney, gassed, and George Butterworth, killed. The annual RCM operatic production, which Stanford had supervised and conducted every year since 1885, had to be cancelled. His income declined, as the fall in student numbers at the college reduced the demand for his services. After a serious disagreement at the end of 1916, his relationship with Parry deteriorated to the point of hostility. Stanford's magnanimity, however, came to the fore when Parry died two years later and Stanford successfully lobbied for him to be buried in St Paul's Cathedral. After the war, Stanford handed over much of the direction of the RCM's orchestra to Adrian Boult, but continued to teach at the college. He gave occasional public lectures, including one on "Some Recent Tendencies in Composition", in January 1921 which was belligerently hostile to most of the music of the generation after his own. His last public appearance was on 5 March 1921 conducting Frederick Ranalow and the Royal Choral Society in his new cantata, At the Abbey Gate. Reviews were polite but unenthusiastic. The Times said, "we could not feel that the music had enough emotion behind it", The Observer thought it "quite appealing even though one feels it to be more facile than powerful." In September 1922, Stanford completed the sixth Irish Rhapsody, his final work. Two weeks later he celebrated his 70th birthday; thereafter his health declined. On 17 March 1924 he suffered a stroke and on 29 March he died at his home in London, survived by his wife and children. He was cremated at Golders Green Crematorium on 2 April and his ashes were buried in Westminster Abbey the following day. The orchestra of the Royal College of Music, conducted by Boult, played music by Stanford, ending the service with a funeral march that he had written for Tennyson's Becket in 1893. The grave is in the north choir aisle of the Abbey, near the graves of Henry Purcell, John Blow and William Sterndale Bennett. The Times said, "the conjunction of the music of Stanford with that of his great predecessors showed how thoroughly as composer he belonged to their line". Stanford's last opera, The Travelling Companion, composed during the war, was premiered by amateur performers at the David Lewis Theatre, Liverpool in 1925 with a reduced orchestra. The work was given complete at Bristol in 1928 and at Sadler's Wells Theatre, London, in 1935. ### Honours Stanford received many honours, including honorary doctorates from Oxford (1883), Cambridge (1888), Durham (1894), Leeds (1904), and Trinity College, Dublin (1921). He was knighted in the 1902 Coronation Honours, receiving the accolade from King Edward VII at Buckingham Palace on 24 October that year. In 1904 he was elected a member of the Prussian Academy of Arts, Berlin. ## Works Stanford composed about 200 works, including seven symphonies, about 40 choral works, nine operas, 11 concertos and 28 chamber works, as well as songs, piano pieces, incidental music, and organ works. He suppressed most of his earliest compositions; the earliest of works that he chose to include in his catalogue date from 1875. Throughout his career as a composer, Stanford's technical mastery was rarely in doubt. The composer Edgar Bainton said of him, "Whatever opinions may be held upon Stanford's music, and they are many and various, it is, I think, always recognised that he was a master of means. Everything he turned his hand to always 'comes off.'" On the day of Stanford's death, one former pupil, Gustav Holst, said to another, Herbert Howells, "The one man who could get any one of us out of a technical mess is now gone from us." After Stanford's death most of his music was quickly forgotten, with the exception of his works for church performance. His Stabat Mater and Requiem held their place in the choral repertoire, the latter championed by Sir Thomas Beecham. Stanford's two sets of sea songs and the partsong The Blue Bird were still performed from time to time, but even his most popular opera, Shamus O'Brien came to seem old fashioned with its "stage-Irish" vocabulary. However, in his 2002 study of Stanford, Dibble writes that the music, increasingly available on disc if not in live performance, still has the power to surprise. In Dibble's view, the frequent charge that Stanford is "Brahms and water" was disproved once the symphonies, concertos, much of the chamber music and many of the songs became available for reappraisal when recorded for compact disc. In 2002, Rodmell's study of Stanford included a discography running to 16 pages. The criticism most often made of Stanford's music by writers from Shaw onwards is that his music lacks passion. Shaw praised "Stanford the Celt" and abominated "Stanford the Professor", who reined in the emotions of the Celt. In Stanford's church music, the critic Nicholas Temperley finds "a thoroughly satisfying artistic experience, but one that is perhaps lacking in deeply felt religious impulse." In his operas and elsewhere, Grove, Parry and later commentators found music that ought to convey love and romance failing to do so. Like Parry, Stanford strove for seriousness, and his competitive streak led him to emulate Sullivan not in comic opera, for which Stanford had a real gift, but in oratorio in what Rodmell calls grand statements that "only occasionally matched worthiness with power or profundity." ### Orchestral The commentator Richard Whitehouse writes that Stanford's seven symphonies embody both the strengths and limitations of his music, displaying "a compositional rigour and expertise matched only by his older contemporary ... Parry, while seeming content to remain well within the stylistic ambit of Mendelssohn, Schumann and Brahms." Whitehouse comments that although Stanford's symphonic construction is conventional, "an often subtle approach to movement forms and resourceful orchestration make his symphonies worth exploring." Stanford's first two symphonies (1876 and 1879) were not published and were excluded from his catalogue of works. His Symphony No. 1 was written for a competition offered by the proprietors of the Alexandra Palace. It received second prize but was only performed once in his lifetime. The Third Symphony in F minor, known as the Irish, was first performed in 1887. It was conducted by Mahler in 1911 in New York (Stanford however did not reciprocate, disliking most 'modern' music, especially Ravel, Debussy and Stravinsky), and the Third remained the most popular of Stanford's symphonies during his lifetime. In his study of Stanford's works, John Porte refers to it as "full of the spirit and tunes of his country ... with its contrasting expressions of jollity and sad beauty." In this, as in many of his works, Stanford incorporated genuine Irish folk tunes. Like Parry and Mackenzie, but unlike Sullivan and Elgar, Stanford liked and respected folk songs. He generally avoided programmatic music, but his Sixth Symphony, composed in memoriam G. F. Watts, was, Stanford acknowledged, inspired by Watts's sculptures and paintings. Of Stanford's other orchestral works, his six Irish Rhapsodies all date from the 20th century, the first from 1901 and the last from the year before his death. Two of the set feature solo instruments along with the orchestra: the third (cello) and the sixth (violin). In Dibble's view some of the concertante works such as the First Piano Concerto (1894) and the Violin Concerto of 1899 are in their orchestration and their lyricism as much in the tradition of Mendelssohn as of Brahms, with whom Stanford's music is often compared. ### Chamber works Stanford's chamber music, which as Dibble notes even Shaw praised, has not entered the general repertoire, but is well crafted. Dibble singles out the Three Intermezzi for clarinet and piano (1879), the Serenade (Nonet) of 1905, and the Clarinet Sonata (1911) with its touching lament. Dibble writes that while his Violin Sonata No. 1 was still influenced by Beethoven and Schumann, his Violin Sonata No. 2, composed c. 1898 after studies in Germany including works by Brahms, in "seamless sonata construction gives the impression of a free form". Writing of the First String Quintet, Porte calls it a sonorous and warm-hearted sort of work, constructed on fairly classical lines, and notes that the character and construction are typical of the composer. Porte comments similarly on other chamber works, including the Second Piano Trio: "This is a typical Stanfordian work. It is sonorously scored, classical in outlook, and contains many passages of an expressive and somewhat poetical freshness. There are no very special features to note, but the work is one that makes a useful and interesting item." ### Church music While much of Stanford's music has been forgotten, many of his ecclesiastical works have retained a higher profile. In Music in Britain, one of the few books to deal with Stanford's music in detail, Nicholas Temperley writes that it is due to Stanford that settings of the Anglican church services regained their "full place beside the anthem as a worthy object of artistic invention." Vaughan Williams ranked the Stabat Mater as one of Stanford's works of "imperishable beauty". In Temperley's view, Stanford's services in A (1880), F (1889) and C (1909) are the most important and enduring additions from those years to the cathedral repertory. As with his concert works, Stanford's music is dominated by melody. The bass line, in Rodmell's view, is always important yet secondary and anything in between was regarded as "filling". ### Operas In a 1981 survey of Stanford's operas, the critic Nigel Burton writes that Shamus O'Brien lacks good tunes, and that the only memorable melody in it is not by Stanford but is an English folk song, "The Glory of the West". Burton is more dismissive of The Critic, which he describes as "a poor man's Ariadne auf Naxos". Dibble rates The Critic much higher, considering it to be one of Stanford's two best operas. In 1921, Porte wrote that it contains music that is "remarkably fresh, melodious and thoroughly individual in character and outlook. The vocal and instrumental writing is done with consummate skill." Burton praises Much Ado About Nothing, judging it to contain some of Stanford's best operatic music. He rates the last of the composer's operas, The Travelling Companion as his finest operatic achievement, though Burton credits much of its power to the brilliant story adapted by Henry Newbolt from Hans Andersen. Porte writes that the music is often solemn and romantic, and curiously impressive. Christopher Webber writes that it has "an atmosphere not quite like any other: The Travelling Companion has timeless qualities ... [which] could go far to enhance Stanford's reputation as an opera composer". ## Recordings Although much of Stanford's music is neglected in the concert hall, a considerable amount has been recorded. Complete cycles of the symphonies have been issued by the Chandos and Naxos labels, under the conductors Vernon Handley and David Lloyd-Jones. Other orchestral works recorded for CD include the six Irish Rhapsodies, the Clarinet Concerto, the Second Piano Concerto and the Second Violin Concerto. Of the nine operas, only The Travelling Companion is available in a complete performance. Stanford's church music is well represented on disc. In his 2002 discography, Rodmell lists 14 versions of the Service in B, alongside multiple recordings of the Services in A, F and C, the Three Latin Motets Op. 38, and the composer's setting of "The Lord is my Shepherd". A 1926 disc of his Magnificat in G by Choir of St George's Chapel, Windsor Castle was the first recording of a boy soprano soloist using an electrical microphone. His Mass in G Major received its world première recording in 2014, featuring the Choir of Exeter College Oxford and the Stapeldon Sinfonia, with Tim Muggeridge (organ) and directed by George de Voil: EMR CD021. English mixed-voice choir the Cambridge Singers (conducted by John Rutter) released the album Stanford and Howells Remembered in 1992, including both sacred and secular works. It was remastered and re-released in 2020. The first CD dedicated to Stanford's partsongs (including the Op. 119 set to poems by Mary Coleridge) appeared in 2013, sung by the Birmingham Conservatoire Chamber Choice, conductor Paul Spicer. He wrote around 60 partsongs in total. Stanford also wrote some 200 art songs and around 300 folksongs intended for the concert hall. Songs recorded by several artists include "La Belle Dame Sans Merci", performed by Janet Baker among others, "An Irish Idyll", whose interpreters have included Kathleen Ferrier, and Songs of the Sea in recordings by such singers as Thomas Allen. Two more recent recordings dedicated to the songs have been issued: Love’s White Flame, with Elisabetta Paglia (mezzo-soprano) and Christopher Howell (piano) in 2020; and Songs of Faith, Love and Nonsense, with James Way (tenor), Roderick Williams (baritone) and Andrew West (piano) in 2021. Among the chamber works that have received several recordings are the Three Intermezzi for Clarinet and Piano and the Clarinet Sonata. All eight of the previously neglected string quartets have now been recorded, as have the two string quintets. The first significant recording of piano works included the Three Rhapsodies (alongside Parry's Shulbrede Tunes) in 1978 by John Parry. Peter Jacobs recorded both sets of 24 Preludes, the Characteristic Pieces and the Dante Rhapsodies in the late 1990s. Christopher Howell has since recorded the complete piano music. ## The Stanford Society The Charles Villiers Stanford Society was founded in 2007 by a small group of music enthusiasts and academics including John Covell and Professor Jeremy Dibble, Stanford biographer. The society was formed to promote further interest and research into Stanford's works and life, and to support and encourage performances and recordings of some less well-known works by the composer. The society has supported a number of first performances and recordings of Stanford's works. These include a world premiere recording of Stanford's last opera The Travelling Companion Op.146, dating from 1916.
4,243,425
Suillus luteus
1,170,159,020
Species of edible fungus in the family Suillaceae native to Eurasia
[ "Edible fungi", "Fungi described in 1753", "Fungi found in fairy rings", "Fungi of Africa", "Fungi of Asia", "Fungi of Central America", "Fungi of Europe", "Fungi of New Zealand", "Fungi of the United States", "Suillus", "Taxa named by Carl Linnaeus" ]
Suillus luteus is a bolete fungus, and the type species of the genus Suillus. A common fungus native all across Eurasia from Ireland to Korea, it has been introduced widely elsewhere, including North and South America, southern Africa, Australia and New Zealand. Commonly referred to as slippery jack or sticky bun in English-speaking countries, its names refer to the brown cap, which is characteristically slimy in wet conditions. The fungus, initially described as Boletus luteus ("yellow mushroom") by Carl Linnaeus in 1753, is now classified in a different fungus family as well as genus. Suillus luteus (literally "yellow pig", from its greasy look in rain) is edible, though not as highly regarded as other bolete mushrooms. It is commonly prepared and eaten in soups, stews or fried dishes. The slime coating, however, may cause indigestion if not removed before eating. It is often sold as a dried mushroom. The fungus grows in coniferous forests in its native range, and pine plantations in countries where it has become naturalized. It forms symbiotic ectomycorrhizal associations with living trees by enveloping the tree's underground roots with sheaths of fungal tissue. The fungus produces spore-bearing fruit bodies, often in large numbers, above ground in summer and autumn. The fruit body cap often has a distinctive conical shape before flattening with age, reaching up to 13 cm (5 in) in diameter. Like other boletes, it has tubes extending downward from the underside of the cap, rather than gills; spores escape at maturity through the tube openings, or pores. The pore surface is yellow, and covered by a membranous partial veil when young. The pale stipe, or stem, measures up to 10 cm (4 in) tall and 3 cm (1.2 in) thick and bears small dots near the top. Unlike most other boletes, it bears a distinctive membranous ring that is tinged brown to violet on the underside. ## Taxonomy and naming The slippery jack was one of the many species first described in 1753 by the "father of taxonomy" Carl Linnaeus, who, in the second volume of his Species Plantarum, gave it the name Boletus luteus. The specific epithet is the Latin adjective lūtěus, meaning "yellow". The fungus was reclassified as (and became the type species of) the genus Suillus by French naturalist Henri François Anne de Roussel in 1796. Suillus is an ancient term for fungi, and is derived from swine. In addition to the British Mycological Society approved name "slippery jack", other common names for this bolete include "pine boletus" and "sticky bun"—the latter referring to its resemblance to the pastry. German naturalist August Batsch described Boletus volvatus (the specific epithet derived from the Latin volva, meaning "sheath", "covering" or "womb") alongside B. luteus in his 1783 work Elenchus Fungorum. Batsch placed both of these species, along with B. bovinus and the now obsolete names Boletus mutabilis and B. canus, in a grouping of similar boletes he called "subordo Suilli". Boletus volvatus is now considered a synonym of Suillus luteus. Several authors have placed the slippery jack in other genera: Finnish mycologist Petter Karsten classified it as Cricunopus luteus in 1881—the genus Cricinopus defined by yellow adnate tubes; Lucien Quélet classified it as Viscipellis luteus in 1886, and Ixocomus luteus in 1888; and Paul Christoph Hennings placed it in the section Cricinopus of the genus Boletopsis in 1900. In works published before 1987, the slippery jack was written fully as Suillus luteus (L.:Fr.) Gray, as the description by Linnaeus had been name sanctioned in 1821 by the "father of mycology", Swedish naturalist Elias Magnus Fries. The starting date for all the mycota had been set by general agreement as 1 January 1821, the date of Fries's work. Furthermore, as Roussel's description of Suillus predated this as well, the authority for the genus was assigned to British botanist Samuel Frederick Gray in the first volume of his 1821 work A Natural Arrangement of British Plants. The 1987 edition of the International Code of Botanical Nomenclature changed the rules on the starting date and primary work for names of fungi, and names can now be considered valid as far back as 1 May 1753, the date of publication of Linnaeus's work. In 1986, a collection of fruit bodies from Sweden was designated as the neotype of Suillus luteus. In their 1964 monograph on North American Suillus species, Alexander H. Smith and Harry Delbert Thiers classified S. luteus in the series Suilli of the section Suillus in genus Suillus. This group is characterized by the presence of either a ring on the stipe, a partial veil adhering to the cap margin, or a "false veil" not attached to the stipe but initially covering the tube cavity. Species closely related to Suillus luteus include S. pseudobrevipes (a sister species), S. brevipes and S. weaverae (formerly Fuscoboletinus weaverae). A genetic study of nucleotide DNA reinforced the species' monophyly and low genetic divergence, with material of S. luteus from the United Kingdom, Austria, Germany and North America forming a clade, in contrast with some other species, such as S. granulatus, which were shown to be polyphyletic. Chemical analysis of pigments and chromogens showed that Suillus was more closely related to Gomphidius and Rhizopogon than to other boletes, and hence Suillus luteus and its allies were transferred from the Boletaceae to the newly circumscribed family Suillaceae in 1997. Molecular studies have reinforced how distantly related these fungi are from Boletus edulis and its allies. ## Description The cap is chestnut, rusty, olive brown, or dark brown in color and generally 4–10 cm (rarely to 20 cm) in diameter at maturity. The cap has a distinctive conical shape, later flattening out. It is slimy to the touch, bare, smooth, and glossy even when dry, and the cuticle is easily peeled off. The tiny, circular pores of the tubes are initially yellow but turn olive to dark yellow with maturity. Like the skin of the cap, they can be readily peeled away from the flesh. Tubes comprising the hymenophore on the underside of the cap are 3–7 mm (0.1–0.3 in) deep, with an attachment to the stipe ranging from adnate to somewhat decurrent. The pores are tiny, numbering 3 per mm in young specimens and 1–2 per mm in maturity. The stipe is 5–10 cm (2.0–3.9 in) tall and 2–3 cm (0.8–1.2 in) wide. It is pale yellow and more or less cylindrical but may bear a swollen base. A membranous partial veil initially links the stipe with the edge of the cap. When it ruptures, it forms a membranous, hanging ring. The top side of the ring is whitish, while the underside is characteristically dark brown to violet. This species is one of the few members of the genus Suillus that have such a ring. Above the ring, the stipe features glandular dots—minute clumps of pigmented cells. Below the ring, the stipe is dingy white, sometimes streaked with brownish slime. In humid conditions, the ring has a gelatinous texture. The white flesh of the entire fungus does not discolour when damaged, and is soft—particularly in mature specimens. It has a "pleasant" taste and lacks any distinctive odour. The spore print is ochre or clay coloured, the elongated elliptical spores measuring 7–10 by 3–3.5 μm. Basidia (spore-producing cells) are four spored, with dimensions of 14–18 by 4–5 μm. Cystidia are present on both the tube faces (pleurocystidia) and edges (cheilocystidia), either scattered or, more rarely, as bundles. They measure 20–35 by 5–7 μm and have a narrow club shape. Clamp connections are not present in the hyphae of S. luteus. ### Similar species Good field characteristics for Suillus luteus include the slimy brown cap, glandular dots on the upper stipe, and prominent purplish ring. A frequent lookalike is Suillus granulatus, which is another common, widely distributed and edible species occurring in the same habitat. Suillus granulatus is yellow fleshed and exudes latex droplets when young, but most conspicuously bears neither a partial veil nor a ring. Other than that, Suillus luteus is unlikely to be confused with other mushrooms, especially if its preferred habitat under pine trees and the whitish partial veil are considered. In Europe, the related Suillus grevillei is found under larch and has a yellow cap, while immature fruit bodies of Gomphidius glutinosus may look comparable from above but have gills rather than pores underneath. In North America, Suillus borealis and S. pseudobrevipes also have partial veils, but lack the distinctive ring of S. luteus. S. cothurnatus forms a band-like ring on the stipe that tends to be brownish rather than purplish. In some specimens of S. luteus, the partial veil separates from the stipe (rather than the cap margin), leaving cottony patches of veil hanging from the cap margin. In this state, fruit bodies can be confused with those of S. albidipes. Unlike S. luteus, however, S. albidipes does not have glandular dots on its stipe. ## Distribution and habitat Suillus luteus can be found all over the Northern Hemisphere. Native to Eurasia, it is widespread across the British Isles. To the east it has been recorded from Pakistan, where it was found along canals in Dashkin in the district of Astore, and as far east as South Korea. It has also been widely introduced elsewhere by way of pine plantations around the globe. It is very commonly found in Monterey pine (Pinus radiata) plantations, despite the tree being native to California and hence not in the fungus' native range. In North America it is found in the northeastern, northwestern, and southwestern United States. According to Ernst Both, it was Charles Horton Peck who first suggested in 1887 that the fungus was introduced to New York State on Pinus sylvestris. DNA studies show that the North American populations differ little genetically from European populations, supporting the idea that the fungus arrived to North America relatively recently as a result of human activity. Suillus luteus is found in coastal and mountainous pine forests and exhibits a tolerance of the northern latitudes. Southern Hemisphere locales where the slippery jack grow with plantation pines include South America, Africa, Australia, and New Zealand. In southwestern Australia, the bolete is limited to areas of greater than 1000 mm (40 in) annual rainfall. It has been recorded as far north as the Darling Downs and southern Queensland, and occasionally in Tasmania. The fungus fruits in spring, summer and fairly prolifically in autumn, following periods of wet weather. Mushrooms can appear in large troops or fairy rings. In Ecuador, Pinus radiata plantations were planted extensively around Cotopaxi National Park, and Suillus luteus boletes appear in abundance year-round. A 1985 field study estimated production to be 3000–6000 mushrooms per hectare—up to 1,000 kilograms (2,200 lb) (dry weight) of mushrooms hectare per year. This continuous production contrasts with the bolete's seasonal appearance elsewhere. The fungus is not found in adjacent areas of native vegetation. The fruiting is so bountiful that the harvest of slippery jacks has become the main reason that pine plantations are established or maintained in parts of Ecuador. In southern Brazil, it has been recorded in plantations of slash pine (P. elliottii) in the municipalities of Pelotas, Nova Petrópolis and Canela in Rio Grande do Sul, and Colombo in Paraná. It is particularly common in plantations in Patagonia. Suillus luteus is the commonest bolete encountered in the Falkland Islands, where it is found in windbreaks and gardens. In South Africa, Suillus luteus has been occasionally recorded under pines in Bloemfontein, Johannesburg and Royal Natal National Park. ## Ecology Suillus luteus is a pioneer species that typically establishes itself in the early stages of forest succession. The fungus forms mycorrhizal associations with various species of pine, including Scots pine (P. sylvestris), black pine (P. nigra), and Macedonian pine (P. peuce) in Europe, and red pine (P. resinosa) and white pine (P. strobus) in North America. An in vitro experiment demonstrated that the species could form an ectomycorrhizal association with Aleppo pine (P. halepensis), a key species used in reforestation in the Mediterranean. A study of the ectomycorrhizal fungi associated with a lodgepole pine (P. contorta) invasion front near Coyhaique, Chile, showed that many invasive trees were supported by S. luteus as the sole mycorrhizal partner. The ectomycorrhizae formed between the fungus and host plant can be influenced by soil microorganisms present in the mycorrhizosphere. For example, soil bacteria from the genera Paenibacillus and Burkholderia alter the branching structure of the root, whereas Bacillus species increase root growth and mycorrhizal colonization. The fungus does not require a specific soil but seems to prefer acidic and nutrient-deficient soil. Suillus luteus produces hydroxamic acid-based siderophores, which are compounds that can chelate iron and extract it from the soil in nutrient-poor conditions. Ignacio Chapela and colleagues analysed the carbon uptake of S. luteus in Ecuador, concluding pine plantations accompanied by S. luteus deplete carbon stored in the soil and raising concerns that these might not be a remedy for rising carbon dioxide levels in the atmosphere. The fungus has been shown to provide a protective effect against heavy metal toxicity when associated with the host Pinus sylvestris, preventing copper accumulation in the needles, and protecting seedlings against cadmium toxicity. Owing to its frequent rate of sexual reproduction and the resulting extensive gene flow within populations, the fungus can rapidly evolve a trait to tolerate otherwise toxic levels of heavy metals in the environment. The genetic basis of this adaptation—intriguing to researchers investigating the bioremediation potential of metal-adapted plants and their fungal associates—are contained in the genome sequence of S. luteus, published in 2015. Suillus luteus fruit bodies are sometimes infested with larvae, though not nearly as often as S. granulatus or B. edulis. Damage from maggots is much more common in warmer months, and rare late in the season with cooler weather. In a Finnish study, researchers found that 70–95% of fruit bodies collected from typical forest habitats were infested with larvae; the most common species were the flies Mycetophila fungorum, Pegomya deprimata, and Pegohylemyia silvatica. In contrast, other studies have shown that fruit bodies collected from pine plantations are relatively free of larvae. The fungus produces microscopic crystals of oxalic acid at the surface of its hyphae, a feature that is thought to help deter grazing by the springtail species Folsomia candida. ## Edibility Suillus luteus is an edible mushroom, but the slime/pileipellis must be removed. Although some authors regard it as one of low quality, and generally inferior to co-occurring species such as Boletus pinophilus, the species is considered a delicacy in Slavic cultures (known as maslyata in Russian or maślaki in Polish, deriving from words meaning "buttery"). It was highly regarded in Calabria, even more than Boletus edulis, until the 1940s when increased interest in the latter species eclipsed the former. Mushrooms conforming to Suillus luteus are exported from Chile to Italy, and, since the 1970s, the United States. As of 2002, harvesters in Chile were paid on average US\$0.5 per kilogram of fruit bodies. In Burundi, Suillus luteus mushrooms are sold to Europeans as cepes in Bujumbura but not generally eaten by the Barundi. Based on samples collected from Chile, the boletes contain (as a percentage of dry weight) 20% protein, 57% carbohydrates, 6% fat, and 6% ash. Pinus radiata plantations in southeastern Australia have become tourist attractions as people flock to them in autumn to pick slippery jacks and saffron milk-caps (Lactarius deliciosus); Belanglo State Forest in particular has attracted large numbers of Polish foragers. Slippery jacks do not keep for long after picking,. Zeitmar considers them unsuitable for drying, as their water content is too high. They are suited for frying, or cooking in stews and soups, either alone or with other mushroom species. Puréeing the mushroom is not recommended, however: "We once made the mistake of running it through a blender to make a soup. The result was a substance recommending itself for use when hanging wallpaper." S. luteus and other Suillus species may cause allergic reactions in some people or digestive problems that appear to result from consuming the slimy skin. The fungus is better cooked before eating, and some authors recommend discarding the glutinous cuticle and tubes before cooking. Moreover, the skin can spoil other fungi with which slippery jacks are collected. Inexpensive powdered S. luteus fruit bodies are sometimes added to the more expensive B. edulis mushroom soup powder, a fraudulent practice that is difficult to detect by microscope because the tissues are no longer intact. This adulteration can be determined chemically, however, by testing for increased levels of the sugar alcohols arabitol and mannitol. The practice can also be determined with a DNA-based method that is sensitive enough to detect the addition of 1–2% of S. luteus to B. edulis powder. ## See also - List of North American boletes
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Caspar David Friedrich
1,172,827,815
German Romantic landscape painter (1774–1840)
[ "1774 births", "1840 deaths", "18th-century German male artists", "18th-century German painters", "19th-century German painters", "19th-century male artists", "19th-century mystics", "Academic staff of the Dresden Academy of Fine Arts", "Artists of the Moravian Church", "Caspar David Friedrich", "German Lutherans", "German landscape painters", "German male painters", "German romantic painters", "People associated with the University of Greifswald", "People from Greifswald", "People from Swedish Pomerania", "Royal Danish Academy of Fine Arts alumni", "University of Greifswald alumni" ]
Caspar David Friedrich (5 September 1774 – 7 May 1840) was a German Romantic landscape painter, generally considered the most important German artist of his generation. He is best known for his allegorical landscapes, which typically feature contemplative figures silhouetted against night skies, morning mists, barren trees or Gothic ruins. His primary interest was the contemplation of nature, and his often symbolic and anti-classical work seeks to convey a subjective, emotional response to the natural world. Friedrich's paintings characteristically set a human presence in diminished perspective amid expansive landscapes, reducing the figures to a scale that, according to the art historian Christopher John Murray, directs "the viewer's gaze towards their metaphysical dimension". Friedrich was born in the town of Greifswald on the Baltic Sea in what was at the time Swedish Pomerania. He studied in Copenhagen until 1798, before settling in Dresden. He came of age during a period when, across Europe, a growing disillusionment with materialistic society was giving rise to a new appreciation of spirituality. This shift in ideals was often expressed through a reevaluation of the natural world, as artists such as Friedrich, J. M. W. Turner and John Constable sought to depict nature as a "divine creation, to be set against the artifice of human civilization". Friedrich's work brought him renown early in his career. Contemporaries such as the French sculptor David d'Angers spoke of him as having discovered "the tragedy of landscape". His work nevertheless fell from favour during his later years, and he died in obscurity. As Germany moved towards modernisation in the late 19th century, a new sense of urgency characterised its art, and Friedrich's contemplative depictions of stillness came to be seen as products of a bygone age. The early 20th century brought a renewed appreciation of his art, beginning in 1906 with an exhibition of thirty-two of his paintings in Berlin. His work influenced Expressionist artists and later Surrealists and Existentialists. The rise of Nazism in the early 1930s saw a resurgence in Friedrich's popularity, but this was followed by a sharp decline as his paintings were, by association with the Nazi movement, seen as promoting German nationalism. In the late 1970s Friedrich regained his reputation as an icon of the German Romantic movement and a painter of international importance. ## Life ### Early years and family Caspar David Friedrich was born on 5 September 1774, in Greifswald, Swedish Pomerania, on the Baltic coast of Germany. The sixth of ten children, he was raised in the strict Lutheran creed of his father Adolf Gottlieb Friedrich, a candle-maker and soap boiler. Records of the family's financial circumstances are contradictory; while some sources indicate the children were privately tutored, others record that they were raised in relative poverty. He became familiar with death from an early age. His mother, Sophie, died in 1781 when he was seven. A year later, his sister Elisabeth died, and a second sister, Maria, succumbed to typhus in 1791. Arguably the greatest tragedy of his childhood happened in 1787 when his brother Johann Christoffer died: at the age of thirteen, Caspar David witnessed his younger brother fall through the ice of a frozen lake, and drown. Some accounts suggest that Johann Christoffer perished while trying to rescue Caspar David, who was also in danger on the ice. Friedrich began his formal study of art in 1790 as a private student of artist Johann Gottfried Quistorp at the University of Greifswald in his home city, at which the art department is now named Caspar-David-Friedrich-Institut in his honour. Quistorp took his students on outdoor drawing excursions; as a result, Friedrich was encouraged to sketch from life at an early age. Through Quistorp, Friedrich met and was subsequently influenced by the theologian Ludwig Gotthard Kosegarten, who taught that nature was a revelation of God. Quistorp introduced Friedrich to the work of the German 17th-century artist Adam Elsheimer, whose works often included religious subjects dominated by landscape, and nocturnal subjects. During this period he also studied literature and aesthetics with Swedish professor Thomas Thorild. Four years later Friedrich entered the prestigious Academy of Copenhagen, where he began his education by making copies of casts from antique sculptures before proceeding to drawing from life. Living in Copenhagen afforded the young painter access to the Royal Picture Gallery's collection of 17th-century Dutch landscape painting. At the Academy he studied under teachers such as Christian August Lorentzen and the landscape painter Jens Juel. These artists were inspired by the Sturm und Drang movement and represented a midpoint between the dramatic intensity and expressive manner of the budding Romantic aesthetic and the waning neo-classical ideal. Mood was paramount, and influence was drawn from such sources as the Icelandic legend of Edda, the poems of Ossian and Norse mythology. ### Move to Dresden Friedrich settled permanently in Dresden in 1798. During this early period, he experimented in printmaking with etchings and designs for woodcuts which his furniture-maker brother cut. By 1804 he had produced 18 etchings and four woodcuts; they were apparently made in small numbers and only distributed to friends. Despite these forays into other media, he gravitated toward working primarily with ink, watercolour and sepias. With the exception of a few early pieces, such as Landscape with Temple in Ruins (1797), he did not work extensively with oils until his reputation was more established. Landscapes were his preferred subject, inspired by frequent trips, beginning in 1801, to the Baltic coast, Bohemia, the Krkonoše and the Harz Mountains. Mostly based on the landscapes of northern Germany, his paintings depict woods, hills, harbors, morning mists and other light effects based on a close observation of nature. These works were modeled on sketches and studies of scenic spots, such as the cliffs on Rügen, the surroundings of Dresden and the river Elbe. He executed his studies almost exclusively in pencil, even providing topographical information, yet the subtle atmospheric effects characteristic of Friedrich's mid-period paintings were rendered from memory. These effects took their strength from the depiction of light, and of the illumination of sun and moon on clouds and water: optical phenomena peculiar to the Baltic coast that had never before been painted with such an emphasis. His reputation as an artist was established when he won a prize in 1805 at the Weimar competition organised by Johann Wolfgang von Goethe. At the time, the Weimar competition tended to draw mediocre and now-forgotten artists presenting derivative mixtures of neo-classical and pseudo-Greek styles. The poor quality of the entries began to prove damaging to Goethe's reputation, so when Friedrich entered two sepia drawings—Procession at Dawn and Fisher-Folk by the Sea—the poet responded enthusiastically and wrote, "We must praise the artist's resourcefulness in this picture fairly. The drawing is well done, the procession is ingenious and appropriate ... his treatment combines a great deal of firmness, diligence and neatness ... the ingenious watercolour ... is also worthy of praise." Friedrich completed the first of his major paintings in 1808, at the age of 34. Cross in the Mountains, today known as the Tetschen Altar, is an altarpiece panel said to have been commissioned for a family chapel in Tetschen, Bohemia. The panel depicts a cross in profile at the top of a mountain, alone, and surrounded by pine trees. Although the altarpiece was generally coldly received, it was Friedrich's first painting to receive wide publicity. The artist's friends publicly defended the work, while art critic Basilius von Ramdohr published a long article challenging Friedrich's use of landscape in a religious context. He rejected the idea that landscape painting could convey explicit meaning, writing that it would be "a veritable presumption, if landscape painting were to sneak into the church and creep onto the altar". Friedrich responded with a programme describing his intentions in 1809, comparing the rays of the evening sun to the light of the Holy Father. This statement marked the only time Friedrich recorded a detailed interpretation of his own work, and the painting was among the few commissions the artist ever received. Following the purchase of two of his paintings by the Prussian Crown Prince, Friedrich was elected a member of the Berlin Academy in 1810. Yet in 1816, he sought to distance himself from Prussian authority and applied that June for Saxon citizenship. The move was not expected; the Saxon government was pro-French, while Friedrich's paintings were seen as generally patriotic and distinctly anti-French. Nevertheless, with the aid of his Dresden-based friend Graf Vitzthum von Eckstädt, Friedrich attained citizenship, and in 1818, membership in the Saxon Academy with a yearly dividend of 150 thalers. Although he had hoped to receive a full professorship, it was never awarded him as, according to the German Library of Information, "it was felt that his painting was too personal, his point of view too individual to serve as a fruitful example to students." Politics too may have played a role in stalling his career: Friedrich's decidedly Germanic subjects and costuming frequently clashed with the era's prevailing pro-French attitudes. ### Marriage On 21 January 1818, Friedrich married Caroline Bommer, the twenty-five-year-old daughter of a dyer from Dresden. The couple had three children, with their first, Emma, arriving in 1820. Physiologist and painter Carl Gustav Carus notes in his biographical essays that marriage did not impact significantly on either Friedrich's life or personality, yet his canvasses from this period, including Chalk Cliffs on Rügen—painted after his honeymoon—display a new sense of levity, while his palette is brighter and less austere. Human figures appear with increasing frequency in the paintings of this period, which Siegel interprets as a reflection that "the importance of human life, particularly his family, now occupies his thoughts more and more, and his friends, his wife, and his townspeople appear as frequent subjects in his art." Around this time, he found support from two sources in Russia. In 1820, the Grand Duke Nikolai Pavlovich, at the behest of his wife Alexandra Feodorovna, visited Friedrich's studio and returned to Saint Petersburg with a number of his paintings, an exchange that began a patronage that continued for many years. Not long thereafter, the poet Vasily Zhukovsky, tutor to the Grand Duke's son (later Tsar Alexander II), met Friedrich in 1821 and found in him a kindred spirit. For decades Zhukovsky helped Friedrich both by purchasing his work himself and by recommending his art to the royal family; his assistance toward the end of Friedrich's career proved invaluable to the ailing and impoverished artist. Zhukovsky remarked that his friend's paintings "please us by their precision, each of them awakening a memory in our mind." Friedrich was acquainted with Philipp Otto Runge, another leading German painter of the Romantic period. He was also a friend of Georg Friedrich Kersting, and painted him at work in his unadorned studio, and of the Norwegian painter Johan Christian Clausen Dahl (1788–1857). Dahl was close to Friedrich during the artist's final years, and he expressed dismay that to the art-buying public, Friedrich's pictures were only "curiosities". While the poet Zhukovsky appreciated Friedrich's psychological themes, Dahl praised the descriptive quality of Friedrich's landscapes, commenting that "artists and connoisseurs saw in Friedrich's art only a kind of mystic, because they themselves were only looking out for the mystic ... They did not see Friedrich's faithful and conscientious study of nature in everything he represented". During this period Friedrich frequently sketched memorial monuments and sculptures for mausoleums, reflecting his obsession with death and the afterlife; he even created designs for some of the funerary art in Dresden's cemeteries. Some of these works were lost in the fire that destroyed Munich's Glass Palace (1931) and later in the 1945 bombing of Dresden. ## Later life Friedrich's reputation steadily declined over the final fifteen years of his life. As the ideals of early Romanticism passed from fashion, he came to be viewed as an eccentric and melancholy character, out of touch with the times. Gradually his patrons fell away. By 1820, he was living as a recluse and was described by friends as the "most solitary of the solitary". Towards the end of his life he lived in relative poverty. He became isolated and spent long periods of the day and night walking alone through woods and fields, often beginning his strolls before sunrise. He suffered his first stroke in June 1835, which left him with minor limb paralysis and greatly reduced his ability to paint. As a result, he was unable to work in oil; instead he was limited to watercolour, sepia and reworking older compositions. Although his vision remained strong, he had lost the full strength of his hand. Yet he was able to produce a final 'black painting', Seashore by Moonlight (1835–1836), described by Vaughan as the "darkest of all his shorelines, in which richness of tonality compensates for the lack of his former finesse". Symbols of death appeared in his work from this period. Soon after his stroke, the Russian royal family purchased a number of his earlier works, and the proceeds allowed him to travel to Teplitz—in today's Czech Republic—to recover. During the mid-1830s, Friedrich began a series of portraits and he returned to observing himself in nature. As the art historian William Vaughan observed, however, "He can see himself as a man greatly changed. He is no longer the upright, supportive figure that appeared in Two Men Contemplating the Moon in 1819. He is old and stiff ... he moves with a stoop". By 1838, he was capable working in a small format only. He and his family were living in poverty and grew increasingly dependent for support on the charity of friends. ### Death Friedrich died in Dresden on 7 May 1840, and was buried in Dresden's Trinitatis-Friedhof (Trinity Cemetery) east of the city centre (the entrance to which he had painted some 15 years earlier). His simple flat gravestone lies north-west of the central roundel within the main avenue. By this time his reputation and fame had waned, and his passing was little noticed within the artistic community. His artwork had certainly been acknowledged during his lifetime, but not widely. While the close study of landscape and an emphasis on the spiritual elements of nature were commonplace in contemporary art, his interpretations were highly original and personal. By 1838, his work no longer sold or received attention from critics; the Romantic movement had moved away from the early idealism that the artist had helped found. Carl Gustav Carus later wrote a series of articles which paid tribute to Friedrich's transformation of the conventions of landscape painting. However, Carus' articles placed Friedrich firmly in his time, and did not place the artist within a continuing tradition. Only one of his paintings had been reproduced as a print, and that was produced in very few copies. ## Themes ### Landscape and the sublime The visualisation and portrayal of landscape in an entirely new manner was Friedrich's key innovation. He sought not just to explore the blissful enjoyment of a beautiful view, as in the classic conception, but rather to examine an instant of sublimity, a reunion with the spiritual self through the contemplation of nature. Friedrich was instrumental in transforming landscape in art from a backdrop subordinated to human drama to a self-contained emotive subject. Friedrich's paintings commonly employed the Rückenfigur—a person seen from behind, contemplating the view. The viewer is encouraged to place himself in the position of the Rückenfigur, by which means he experiences the sublime potential of nature, understanding that the scene is as perceived and idealised by a human. Friedrich created the idea of a landscape full of romantic feeling—die romantische Stimmungslandschaft. His art details a wide range of geographical features, such as rock coasts, forests and mountain scenes, and often used landscape to express religious themes. During his time, most of the best-known paintings were viewed as expressions of a religious mysticism. He wrote: "The artist should paint not only what he sees before him, but also what he sees within him. If, however, he sees nothing within him, then he should also refrain from painting that which he sees before him. Otherwise, his pictures will be like those folding screens behind which one expects to find only the sick or the dead." Expansive skies, storms, mist, forests, ruins and crosses bearing witness to the presence of God are frequent elements in Friedrich's landscapes. Though death finds symbolic expression in boats that move away from shore—a Charon-like motif—and in the poplar tree, it is referenced more directly in paintings like The Abbey in the Oakwood (1808–1810), in which monks carry a coffin past an open grave, toward a cross, and through the portal of a church in ruins. He was one of the first artists to portray winter landscapes in which the land is rendered as stark and dead. Friedrich's winter scenes are solemn and still—according to the art historian Hermann Beenken, Friedrich painted winter scenes in which "no man has yet set his foot. The theme of nearly all the older winter pictures had been less winter itself than life in winter. In the 16th and 17th centuries, it was thought impossible to leave out such motifs as the crowd of skaters, the wanderer ... It was Friedrich who first felt the wholly detached and distinctive features of a natural life. Instead of many tones, he sought the one; and so, in his landscape, he subordinated the composite chord into one single basic note". Bare oak trees and tree stumps, such as those in Raven Tree (c. 1822), Man and Woman Contemplating the Moon (c. 1824), and Willow Bush under a Setting Sun (c. 1835), are recurring elements of his paintings, and usually symbolise death. Countering the sense of despair are Friedrich's symbols for redemption: the cross and the clearing sky promise eternal life, and the slender moon suggests hope and the growing closeness of Christ. In his paintings of the sea, anchors often appear on the shore, also indicating a spiritual hope. In The Abbey in the Oakwood, the movement of the monks away from the open grave and toward the cross and the horizon imparts Friedrich's message that the final destination of man's life lies beyond the grave. With dawn and dusk constituting prominent themes of his landscapes, Friedrich's own later years were characterised by a growing pessimism. His work becomes darker, revealing a fearsome monumentality. The Wreck of the Hope—also known as The Polar Sea or The Sea of Ice (1823–1824)—perhaps best summarises Friedrich's ideas and aims at this point, though in such a radical way that the painting was not well received. Completed in 1824, it depicted a grim subject, a shipwreck in the Arctic Ocean; "the image he produced, with its grinding slabs of travertine-colored floe ice chewing up a wooden ship, goes beyond documentary into allegory: the frail bark of human aspiration crushed by the world's immense and glacial indifference." Friedrich's written commentary on aesthetics was limited to a collection of aphorisms set down in 1830, in which he explained the need for the artist to match natural observation with an introspective scrutiny of his own personality. His best-known remark advises the artist to "close your bodily eye so that you may see your picture first with the spiritual eye. Then bring to the light of day that which you have seen in the darkness so that it may react upon others from the outside inwards." ### Loneliness and death Both Friedrich's life and art have at times been perceived by some to have been marked with an overwhelming sense of loneliness. Art historians and some of his contemporaries attribute such interpretations to the losses suffered during his youth to the bleak outlook of his adulthood, while Friedrich's pale and withdrawn appearance helped reinforce the popular notion of the "taciturn man from the North". Friedrich suffered depressive episodes in 1799, 1803–1805, c. 1813, in 1816 and between 1824 and 1826. There are noticeable thematic shifts in the works he produced during these episodes, which see the emergence of such motifs and symbols as vultures, owls, graveyards and ruins. From 1826 these motifs became a permanent feature of his output, while his use of color became more dark and muted. Carus wrote in 1929 that Friedrich "is surrounded by a thick, gloomy cloud of spiritual uncertainty", though the noted art historian and curator Hubertus Gassner disagrees with such notions, seeing in Friedrich's work a positive and life-affirming subtext inspired by Freemasonry and religion. ### Germanic folklore Reflecting Friedrich's patriotism and resentment during the 1813 French occupation of the dominion of Pomerania, motifs from German folklore became increasingly prominent in his work. An anti-French German nationalist, Friedrich used motifs from his native landscape to celebrate Germanic culture, customs and mythology. He was impressed by the anti-Napoleonic poetry of Ernst Moritz Arndt and Theodor Körner, and the patriotic literature of Adam Müller and Heinrich von Kleist. Moved by the deaths of three friends killed in battle against France, as well as by Kleist's 1808 drama Die Hermannsschlacht, Friedrich undertook a number of paintings in which he intended to convey political symbols solely by means of the landscape—a first in the history of art. In Old Heroes' Graves (1812), a dilapidated monument inscribed "Arminius" invokes the Germanic chieftain, a symbol of nationalism, while the four tombs of fallen heroes are slightly ajar, freeing their spirits for eternity. Two French soldiers appear as small figures before a cave, lower and deep in a grotto surrounded by rock, as if farther from heaven. A second political painting, Fir Forest with the French Dragoon and the Raven (c. 1813), depicts a lost French soldier dwarfed by a dense forest, while on a tree stump a raven is perched—a prophet of doom, symbolizing the anticipated defeat of France. ## Legacy ### Influence Alongside other Romantic painters, Friedrich helped position landscape painting as a major genre within Western art. Of his contemporaries, Friedrich's style most influenced the painting of Johan Christian Dahl (1788–1857). Among later generations, Arnold Böcklin (1827–1901) was strongly influenced by his work, and the substantial presence of Friedrich's works in Russian collections influenced many Russian painters, in particular Arkhip Kuindzhi (c. 1842–1910) and Ivan Shishkin (1832–1898). Friedrich's spirituality anticipated American painters such as Albert Pinkham Ryder (1847–1917), Ralph Blakelock (1847–1919), the painters of the Hudson River School and the New England Luminists. At the turn of the 20th century, Friedrich was rediscovered by the Norwegian art historian Andreas Aubert (1851–1913), whose writing initiated modern Friedrich scholarship, and by the Symbolist painters, who valued his visionary and allegorical landscapes. The Norwegian Symbolist Edvard Munch (1863–1944) would have seen Friedrich's work during a visit to Berlin in the 1880s. Munch's 1899 print The Lonely Ones echoes Friedrich's Rückenfigur (back figure), although in Munch's work the focus has shifted away from the broad landscape and toward the sense of dislocation between the two melancholy figures in the foreground. Friedrich's modern revival gained momentum in 1906, when thirty-two of his works were featured in an exhibition in Berlin of Romantic-era art. His landscapes exercised a strong influence on the work of German artist Max Ernst (1891–1976), and as a result other Surrealists came to view Friedrich as a precursor to their movement. In 1934, the Belgian painter René Magritte (1898–1967) paid tribute in his work The Human Condition, which directly echoes motifs from Friedrich's art in its questioning of perception and the role of the viewer. A few years later, the Surrealist journal Minotaure included Friedrich in a 1939 article by the critic Marie Landsberger, thereby exposing his work to a far wider circle of artists. The influence of The Wreck of Hope (or The Sea of Ice) is evident in the 1940–41 painting Totes Meer by Paul Nash (1889–1946), a fervent admirer of Ernst. Friedrich's work has been cited as an inspiration by other major 20th-century artists, including Mark Rothko (1903–1970), Gerhard Richter (b. 1932), Gotthard Graubner and Anselm Kiefer (b. 1945). Friedrich's Romantic paintings have also been singled out by writer Samuel Beckett (1906–89), who, standing before Man and Woman Contemplating the Moon, said "This was the source of Waiting for Godot, you know." In his 1961 article "The Abstract Sublime", originally published in ARTnews, the art historian Robert Rosenblum drew comparisons between the Romantic landscape paintings of both Friedrich and Turner with the Abstract Expressionist paintings of Mark Rothko. Rosenblum specifically describes Friedrich's 1809 painting The Monk by the Sea, Turner's The Evening Star and Rothko's 1954 Light, Earth and Blue as revealing affinities of vision and feeling. According to Rosenblum, "Rothko, like Friedrich and Turner, places us on the threshold of those shapeless infinities discussed by the aestheticians of the Sublime. The tiny monk in the Friedrich and the fisher in the Turner establish a poignant contrast between the infinite vastness of a pantheistic God and the infinite smallness of His creatures. In the abstract language of Rothko, such literal detail—a bridge of empathy between the real spectator and the presentation of a transcendental landscape—is no longer necessary; we ourselves are the monk before the sea, standing silently and contemplatively before these huge and soundless pictures as if we were looking at a sunset or a moonlit night." ### Critical opinion Until 1890, and especially after his friends had died, Friedrich's work lay in near-oblivion for decades. Yet, by 1890, the symbolism in his work began to ring true with the artistic mood of the day, especially in central Europe. However, despite a renewed interest and an acknowledgment of his originality, his lack of regard for "painterly effect" and thinly rendered surfaces jarred with the theories of the time. During the 1930s, Friedrich's work was used in the promotion of Nazi ideology, which attempted to fit the Romantic artist within the nationalistic Blut und Boden. It took decades for Friedrich's reputation to recover from this association with Nazism. His reliance on symbolism and the fact that his work fell outside the narrow definitions of modernism contributed to his fall from favour. In 1949, art historian Kenneth Clark wrote that Friedrich "worked in the frigid technique of his time, which could hardly inspire a school of modern painting", and suggested that the artist was trying to express in painting what is best left to poetry. Clark's dismissal of Friedrich reflected the damage the artist's reputation sustained during the late 1930s. Friedrich's reputation suffered further damage when his imagery was adopted by a number of Hollywood directors, including Walt Disney, built on the work of such German cinema masters as Fritz Lang and F. W. Murnau, within the horror and fantasy genres. His rehabilitation was slow, but enhanced through the writings of such critics and scholars as Werner Hofmann, Helmut Börsch-Supan and Sigrid Hinz, who successfully rebutted the political associations ascribed to his work, developed a catalogue raisonné, and placed Friedrich within a purely art-historical context. By the 1970s, he was again being exhibited in major international galleries and found favour with a new generation of critics and art historians. Today, his international reputation is well established. He is a national icon in his native Germany, and highly regarded by art historians and connoisseurs across the Western World. He is generally viewed as a figure of great psychological complexity, and according to Vaughan, "a believer who struggled with doubt, a celebrator of beauty haunted by darkness. In the end, he transcends interpretation, reaching across cultures through the compelling appeal of his imagery. He has truly emerged as a butterfly—hopefully one that will never again disappear from our sight". ## Work Friedrich was a prolific artist who produced more than 500 attributed works. In line with the Romantic ideals of his time, he intended his paintings to function as pure aesthetic statements, so he was cautious that the titles given to his work were not overly descriptive or evocative. It is likely that some of today's more literal titles, such as The Stages of Life, were not given by the artist himself, but were instead adopted during one of the revivals of interest in Friedrich. Complications arise when dating Friedrich's work, in part because he often did not directly name or date his canvases. He kept a carefully detailed notebook on his output, however, which has been used by scholars to tie paintings to their completion dates.
24,724,078
1999 Football League First Division play-off final
1,170,272,735
Football match, held in 1999
[ "1998–99 Football League First Division", "1999 Football League play-offs", "1999 sports events in London", "Bolton Wanderers F.C. matches", "EFL Championship play-off finals", "May 1999 sports events in the United Kingdom", "Watford F.C. matches" ]
The 1999 Football League First Division play-off Final was an association football match which was played on 31 May 1999 at Wembley Stadium, London, between Bolton Wanderers and Watford. The match was to determine the third and final team to gain promotion from the Football League First Division, the second tier of English football, to the Premier League. The top two teams of the 1998–99 Football League First Division season gained automatic promotion to the Premier League, while those from third to sixth place in the table took part in play-off semi-finals; Bolton Wanderers ended the season fifth in the table, one position and one point ahead of Watford. The winners of these semi-finals competed for the final place for the 1999–2000 season in the Premier League. Birmingham City and Ipswich Town were the losing semi-finalists. Winning the final was estimated to be worth up to £10 million to the successful team. The 1999 final was played in front of a crowd of 70,343 and was refereed by Terry Heilbron. Nick Wright put Watford ahead late in the first half with an overhead kick. Allan Smart doubled their lead with two minutes remaining and Watford won the match 2–0. As a result, Watford would play in the Premier League for the first time since its inception in the 1992–93 season. It also meant that Watford were promoted for the second successive season, having been champions of Division Two in the 1997–98 season. Elton John, Watford's chairman, watched the final from Seattle. Watford were considered favourites for relegation the following season and finished bottom of the Premier League, 12 points from safety, having lost 26 of their 38 matches: they were relegated back to the First Division. Bolton ended their next season in sixth place in the First Division to qualify for the play-offs where they lost in the semi-finals to Ipswich Town. ## Route to the final Watford finished the regular 1998–99 season in fifth position in the Football League First Division, the second tier of the English football league system, one place and one point ahead of Bolton Wanderers. Both therefore missed out on the two automatic places for promotion to the Premier League and instead took part in the play-offs, along with Ipswich Town and Birmingham City, to determine the third promoted team. Watford finished ten points behind Bradford City (who were promoted in second place) and twenty-eight behind league winners Sunderland. Bolton's opponents for their play-off semi-final were Ipswich Town, with the first match of the two-legged tie being played on 16 May 2001 at the Reebok Stadium in Bolton. The visitors had a penalty appeal turned down by the referee late in the first half when Mark Fish appeared to trip David Johnson and the first half ended goalless. With six minutes of the match remaining, Michael Johansen volleyed the ball into the Ipswich goal, securing a 1–0 first-leg victory. The second leg took place at Ipswich's Portman Road three days later. The home team took the lead with a goal from Matt Holland on 14 minutes, but the score on the day was level after Bob Taylor's close-range shot went in. Ipswich were ahead once again one minute later through Kieron Dyer but a deflected strike by Per Frandsen made the score 2–2 with seven minutes remaining. Dyer's 90th minute headed goal made it 3–2 to Ipswich and level on aggregate, taking the match into extra time. Taylor scored his second and Bolton's third in the 96th minute, and Holland's 20-yard (18 m) strike made it 4–3 to Ipswich in the 116th minute. The tie ended 4–4 on aggregate with Bolton progressing to the final via the away goals rule. Watford faced Birmingham City in their play-off semi-final and played the first leg at their home ground of Vicarage Road on 16 May 1999. After five minutes, Watford took the lead when Michel Ngonge headed Peter Kennedy's cross into the bottom corner of the Birmingham City goal to make it 1–0. Before half-time, Birmingham City's Chris Holland hit the outside of the post with a long-distance strike and Nick Wright's lob for Watford hit the crossbar. Midway through the second half, Tommy Mooney's header hit the Watford bar before Paul Robinson was sent off for receiving a second yellow card for a foul on Peter Ndlovu. No further goals were scored and the match ended 1–0 to Watford. The return match was played at St Andrew's in Birmingham four days later. Dele Adebola opened the scoring for Birmingham City after two minutes but David Holdsworth was sent off with more than an hour of the match remaining for a second yellow card. The first half ended 1–0, 1–1 on aggregate, and remained unchanged by the end of regular time. Half an hour of extra time went goalless forcing the match to be decided by a penalty shootout. At 6–6 with one penalty missed by each team, Watford's Alon Hazan put them ahead before Holland's miss condemned Birmingham City to defeat and sent Watford to the final. ## Match ### Background This was Bolton's second appearance in the second tier play-off final; they had beaten Reading 4–3 after extra time in the 1995 final. Watford were making their first appearance in the second tier play-off final, but had lost to Blackburn Rovers in the 1989 play-off semi-finals. Bolton were aiming to make an immediate return to the top tier of English football having been relegated from the Premier League in the 1997–98 season on goal difference. Conversely, Watford were seeking back-to-back promotions, after ending the previous season as champions of the Second Division (third tier). They had been outside the top tier for eleven years. In the two regular season meetings between the two clubs, Watford had won both, defeating Bolton 2–1 at the Reebok Stadium in October 1998 and 2–0 at Vicarage Road the following April. Graham Taylor, the Watford manager, was making his first visit to Wembley Stadium since September 1993 in his last game as England manager. Reflecting on Watford's appearance at the national stadium in the 1984 FA Cup Final, he suggested: "There are two ways to go to Wembley. You either go as Watford did against Everton ... just happy to be there. Or you go to win." Elton John, Watford's chairman, also spoke similarly of the 1984 final: "Yes, we desperately wanted to win ... but there was something about getting there which was a victory in its own right for a relatively small club like ours". He went on to suggest that both Taylor and his team had an "overwhelming determination" to succeed in the play-off final. Bolton's top scorer in the league was Bob Taylor who had fifteen goals for the season. Gifton Noel-Williams was Watford's leading marksman with ten league goals, but had not featured for his club since suffering a fractured hip in January. Mooney was second in the list of Watford's top scorers with nine league goals. The match was broadcast live in the UK on Sky Sports 2 with highlights shown later that evening on ITV. According to bookmakers Coral and Littlewoods, Bolton were favourites to win the match. The match was estimated in the media to be worth around £10 million to the winning team. The referee for the match was Terry Heilbron from Newton Aycliffe in County Durham. ### First half Watford kicked off the match at 3 p.m. on 31 May 1999 in front of a Wembley Stadium crowd of 70,343. Bolton adopted a 4–4–2 formation while Watford played as 4–3–3. In the second minute, Claus Jensen's pass was cleared by Watford, and a minute later a Bolton corner was also defended. Four minutes later Taylor took the ball clear and his shot from 20 yards (18 m), under challenge from Rob Page, was straight at Alec Chamberlain in the Watford goal. Bolton dominated the midfield but in the eleventh minute Steve Palmer's long ball forward was allowed to bounce allowing Kennedy to shoot but the ball went high over the bar. On 13 minutes, Eiður Guðjohnsen was challenged by both Robinson and Page, but the ball fell to Johansen whose shot went across the face of Watford's goal. Four minutes later, a foul from Robbie Elliott drew a free kick which was taken by Kennedy, with Steve Banks saving from Mooney. In the 19th minute, Guðjohnsen's shot was gathered by Chamberlain, despite the goalkeeper losing his footing. Six minutes later, Guðjohnsen set off on a counter-attack, beating Robinson to go one-on-one with Chamberlain, but shot just wide of the right-hand post. In the 30th minute, a free kick from Elliott broke to Guðjohnsen whose shot from around the penalty spot was parried by Chamberlain. Seven minutes later, Watford's Darren Bazeley beat both Gardner and Elliott to win a corner. From the set piece, Neil Cox headed the ball clear, which fell to Wright whose overhead kick flew into the Bolton goal, making it 1–0 to Watford. The BBC described it as "one of the best goals seen in a play-off final". In the 39th minute, Frandsen's free kick was saved by Chamberlain but had to be retaken, the second strike being cleared. In the final minute of the half, Guðjohnsen's curled shot went past Watford's left-hand post. ### Second half No changes were made by either side during the break and Bolton kicked off the second half. Six minutes in, Guðjohnsen's header dropped in front of Taylor who fouled Chamberlain in pursuit of a shot. In the 56th minute Guðjohnsen had another chance after breaking free but the ball was cleared by Page. A minute later, Micah Hyde was shown the first yellow card of the match for tugging an opponent's shirt. In the 61st minute, a cross from Gardner was cleared off the line by Watford's Palmer. Two subsequent corners from Bolton were defended by Watford. Five minutes later, Bolton made the first substitution of the game with Scott Sellars coming on to replace Johansen. On 68 minutes, a header from Mooney went close. With fifteen minutes of the game remaining, Bolton counter-attacked and Cox shot wide from a Taylor pass. Watford then made their first change of the afternoon, Ngonge being replaced by Allan Smart. Two minutes later, Wright's ball to Mooney was struck across the Bolton goal. Kennedy then shot wide of Banks from a corner, before Frandsen's shot was straight at Chamberlain. With five minutes to go, Guðjohnsen beat Palmer but his poked shot round the Watford goalkeeper went wide. A minute later, Guðjohnsen's shot was saved by Chamberlain before a 50-yard (46 m) run from Cox resulted in him shooting high and wide. In the 88th minute, Watford made their second change, Hazan coming on to replace Wright. In the 89th minute, Watford doubled their lead: Kennedy won the ball from Sellars and passed it to Smart who side-footed it past Banks. The match ended 2–0 and saw Watford secure back-to-back promotions. ### Details ## Post-match After the game, Taylor was jubilant: "I always thought I would get back to the top ... I would have gone abroad if I thought I wouldn't have been able to get back in. The England job caused me great problems ... but now I'm back at the highest level". Todd, the losing manager, noted: "The first 20 minutes of any game is important and I thought we settled well. But it's not about 20 minutes – it's about 90 and we didn't stamp any authority on the game". Elton John, who had watched the match live from Seattle, said: "I have never seen a Watford team play with such passion ... I can't thank Graham enough for what he has done for me". He went on to praise Taylor's management: "We have one of the greatest managers to have ever graced the English game". It was the fifth time that Watford had secured promotion under the management of Taylor. Watford were immediately installed by William Hill, the bookmakers, as odds on for relegation from the Premier League the following season and declared favourites to do so by Ian Parkes writing in the Irish Independent; the club finished bottom of the Premier League, 12 points from safety, losing 26 of their 38 matches. Bolton ended their next season in sixth place in the First Division, qualifying for the play-offs, where they lost in the semi-finals to Ipswich Town.
12,171,881
Akodon spegazzinii
1,055,777,652
Rodent in the family Cricetidae found in northwestern Argentina
[ "Akodon", "Mammals described in 1897", "Mammals of Argentina", "Taxa named by Oldfield Thomas", "Taxonomy articles created by Polbot" ]
Akodon spegazzinii, also known as Spegazzini's akodont or Spegazzini's grass mouse, is a rodent in the genus Akodon found in northwestern Argentina. It occurs in grassland and forest at 400 to 3,500 m (1,300 to 11,500 ft) above sea level. After the species was first named in 1897, several other names were given to various populations now included in A. spegazzinii. They are now all recognized as part of a single, widespread and variable species. Akodon spegazzinii is related to Akodon boliviensis and other members of the A. boliviensis species group. It reproduces year-round. Because it is widely distributed and common, Akodon spegazzinii is listed as "least concern" on the IUCN Red List. Akodon spegazzinii is medium in size for the A. boliviensis species group. The coloration of its upperparts varies considerably, from light to dark and from yellowish to reddish brown. The underparts are yellow-brown to gray. The eyes are surrounded by a ring of yellow fur. The skull contains an hourglass-shaped interorbital region (between the eyes) and various features of the skull distinguish the species from its close allies. Head and body length is 93 to 196 mm (3.7 to 7.7 in) and body mass is 13.0 to 38.0 g (0.46 to 1.34 oz). Its karyotype has 2n = 40 and FN = 40. ## Taxonomy Akodon spegazzinii was first described in 1897 from Salta Province by Oldfield Thomas on the basis of a collection made in late 1896 or early 1897 by mycologist Carlos Luigi Spegazzini, after whom the species was named. Four years later, Joel Asaph Allen named Akodon tucumanensis from Tucumán Province, comparing it to various species now synonymized under Abrothrix olivaceus. Thomas named an additional species, Akodon alterus, from La Rioja Province in 1919, and considered it closely related to A. spegazzinii. A fourth species, Akodon leucolimnaeus, was described by Ángel Cabrera from Catamarca Province in 1926, but after 1932 it was associated with Akodon lactens (now Necromys lactens) as a subspecies. In 1961, Cabrera listed both spegazzinii and tucumanensis as subspecies of Akodon boliviensis, with alterus as a full synonym of A. boliviensis tucumanensis. In 1990, Philip Myers and colleagues reviewed the Akodon boliviensis species group. They provisionally kept Akodon spegazzinii as a species separate from A. boliviensis, with tucumanensis as a subspecies, and suggested that alterus was likely related to spegazzinii and tucumanensis. Subsequently, the treatment of these species in systematic works became variable. A 1992 paper suggested that alterus and tucumanensis were, at best, very similar to each other, but in 1997, Michael Mares and colleagues listed each of the three as distinct species in a compendium of the mammals of Catamarca, citing differences in habitat and fur coloration. They were followed by Mónica Díaz and Rubén Bárquez in 2007, among others. In 2000 Díaz and colleagues listed alterus and tucumanensis as subspecies of spegazzinii in a review of the mammals of Salta. Guy Musser and Michael Carleton, in the 2005 third edition of Mammal Species of the World, also considered the three to represent the same species, as did Ulyses Pardiñas and colleagues in a 2006 review of Argentinean Akodontini. Meanwhile, Carlos Galliari and Pardiñas had recognized Akodon leucolimnaeus as a true Akodon, not a Necromys, in 1995. Although associated with the Akodon boliviensis group, its precise status remained unclear. The common name "Catamarca akodont" was proposed for this species. In 1980, Julio Contreras and María Rosi identified an Akodon from the province of Mendoza as Akodon varius neocenus (now Akodon neocenus), but the following year, they identified it as a new species, named Akodon minoprioi in a presentation at a scientific meeting. This name was never formally validated. In 2000, Janet Braun and colleagues formally named this species Akodon oenos and allied it to the Akodon varius species group. The specific name, oenos, is Greek for "wine" and refers to the animal's occurrence in the wine-producing region of Mendoza. The common names "Monte akodont" and "wine grass mouse" were proposed for this species. In 2010, Pablo Jayat and colleagues reviewed the members of the Akodon boliviensis species group, including A. spegazzinii, in Argentina. They could not find clear differentiation in either morphological or molecular characters between animals belonging to A. alterus, A. leucolimnaeus, A. spegazzinii, and A. tucumanensis, and consequently concluded that they all represent a single species. Although genetic variation is relatively high within A. spegazzinii, there is no clear geographic structure among haplotypes from different regions. The next year, Ulyses Pardiñas and colleagues concluded that A. oenos, which had formerly, and incorrectly, been placed in the A. varius species group, was in fact another synonym of A. spegazzinii. The proliferation of scientific names for this one species occurred because of the terseness of the original description of A. spegazzinii, and a lack of large samples and of appreciation of the substantial variation occurring within A. spegazzinii. According to phylogenetic analysis of sequences from the mitochondrial cytochrome b gene, Akodon spegazzinii is most closely related to A. boliviensis and more distantly to other members of the A. boliviensis species group, including Akodon polopi and Akodon sylvanus. The boliviensis group is part of the highly diverse genus Akodon and thereby of the tribe Akodontini, which includes about 90 species of South American rodents. Akodontini is one of several tribes within the subfamily Sigmodontinae and the family Cricetidae, which includes hundreds of mainly small rodents distributed chiefly in Eurasia and the Americas. ## Description The species is intermediate in size for the Akodon boliviensis species group; it is smaller than A. polopi and A. sylvanus, but larger than A. boliviensis and A. caenosus. The more distantly related A. budini and A. simulator, which occur in the same area, are larger. Akodon spegazzinii is variable in coloration, ranging from light to dark and from reddish to yellowish brown. In general, animals in wetter, lower-lying areas are darker, and those in open, dry environments are paler. There is also variation within populations, and sometimes young mice are darker and lactating females are more reddish. The formerly recognized species Akodon tucumanensis corresponds to the dark, low-altitude populations, while A. leucolimnaeus and A. alterus represent more reddish, high-altitude animals. The coloration of the upperparts is generally uniform, with some scattered darker hairs. There is a yellow ring around the eyes, which is more prominent than in A. sylvanus. The underparts are not strongly demarcated from the upperparts in color and are yellow-brown to gray. There are some scattered white hairs on the chin. Although this white spot is better developed than in A. sylvanus, A. spegazzinii lacks the conspicuous white spot seen in A. simulator. The color of the feet ranges from white and yellow-brown to gray. Ungual tufts of hairs cover the claws; these hairs are grayish-brown at the bases and whitish at the tips. The amount of hair on the tail is variable, but it is dark brown above and white to yellow-brown below. High-altitude animals tend to have hairier ears and tails. In the skull, the front part (rostrum) is large, but not as long as in A. budini. The skull is more robust than in the very similar Akodon boliviensis, but less so than in A. simulator. The hourglass-shaped interorbital region (between the eyes) is narrower than in A. caenosus and not as squared as in A. polopi. Members of the Akodon varius group, with which Akodon oenos was formerly associated, tend to have much broader interorbital regions. The braincase is somewhat inflated and bears well-developed temporal and lambdoid crests relative to the situation in A. caenosus; Akodon polopi has even better developed crests. Although the zygomatic plates (plates of bone at the side of the skull) are variable, their size is generally intermediate for the Akodon boliviensis group and their front margin ranges from straight to a little concave. The zygomatic notches, projections at the front of the plates, are better developed than in A. caenosus and A. sylvanus. The incisive foramina (openings in the front part of the palate) are long, sometimes extending between the first upper molars. Tiny posterolateral palatal pits are located at the back of the palate. The back margin of the palate is squared to rounded, with a spine in the middle (medial process) sometimes present. The opening behind the palate, the mesopterygoid fossa, is of intermediate width, being narrower than in A. sylvanus, A. simulator, and A. budini but broader than in A. caenosus. The masseteric crests (crests on the outer sides of the mandibles) reach their front ends below the front border of the first molars. Usually, the capsular process (a projection at the back of the mandible housing the root of the lower incisor) is well-developed. The enamel of the upper incisors is yellowish-orange and the incisors are orthodont (with their cutting edge perpendicular to the plane of the toothrow) or slightly opisthodont (with the cutting edge inclined backwards). In contrast, Akodon simulator has more proodont incisors (with the cutting edge oriented forwards) and Akodon neocenus has more opisthodont incisors. The molars are more hypsodont (high-crowned) than in A. caenosus, but are unlike the very hypsodont molars of A. budini. The molar rows are relatively longer than in A. polopi. There are 13 or 14 thoracic (chest), 7 or 8 lumbar (abdomen), and 23 or 26 caudal (tail) vertebrae. The karyotype includes 40 chromosomes, with a fundamental number of 40 major chromosomal arms and resembles that of other members of the A. boliviensis group. Head and body length is 93 to 196 mm (3.7 to 7.7 in), averaging 158 mm (6.2 in); tail length is 46 to 83 mm (1.8 to 3.3 in), averaging 66 mm (2.6 in); hindfoot length is 18 to 25 mm (0.71 to 0.98 in), averaging 23 mm (0.91 in); ear length is 12 to 21 mm (0.47 to 0.83 in), averaging 14 mm (0.55 in); and body mass is 13.0 to 38.0 g (0.46 to 1.34 oz), averaging 21.6 g (0.76 oz). Like other members of the Akodon boliviensis group, individuals of Akodon spegazzinii continue to grow in adulthood. ## Distribution and ecology Akodon spegazzinii is found in northwestern Argentina, in the provinces of Salta, Catamarca, Tucumán, La Rioja, and Mendoza, at altitudes of 400 to 3,500 m (1,300 to 11,500 ft). Although its main distribution is in the northern provinces of Salta, Tucumán, and Catamarca, there are also scattered records from the more southern provinces of La Rioja and Mendoza, where it is likely restricted to patches of wet habitat. Akodon alterus has been reported from Jujuy, but this record was likely based on misidentified specimens of A. boliviensis, and records of Akodon spegazzinii from Jujuy were based on misidentified A. sylvanus. Akodon spegazzinii is known from a paleontological site in Tucumán Province dated to the latest Pleistocene (Lujanian); it is among the most common species there. The species occurs in the Yungas forest as well as the drier Monte Desert and Puna, where it is found only along streams. In the cloud grasslands of the higher portions of the Yungas, it is the dominant species of sigmodontine rodent. Although reproduction occurs around the year, there is a peak during the summer (November to April). Molting mostly occurs during autumn and winter (April to August). At one locality in Mendoza, Akodon spegazzinii occurs at an estimated density of 21 individuals per hectare (8.5 per acre) and has a home range size of about 300 m<sup>2</sup> (3200 sq ft). A number of sigmodontines have been recorded as occurring with A. spegazzinii, including A. caenosus, A. simulator, Neotomys ebriosus, Abrothrix illuteus, Reithrodon auritus, Andinomys edax, and various species of Eligmodontia, Necromys, Calomys, Oligoryzomys, Oxymycterus, and Phyllotis. The tick Ixodes sigelos has been recorded on A. spegazzinii in Tucumán. In addition, the mites Androlaelaps fahrenholzi, Androlaelaps rotundus, and Eulaelaps stabularis and the flea Cleopsylla townsendii are known from the species. ## Conservation status Akodon spegazzinii is listed as "least concern" on the IUCN Red List in view of its wide distribution and apparently stable population; in addition, it occurs in several protected areas. Both Akodon oenos and Akodon leucolimnaeus are listed as "data deficient" with a trend of declining populations; they are said to be threatened by agricultural development.
1,352,813
Art Ross
1,170,560,815
Canadian hockey player
[ "1885 births", "1964 deaths", "Boston Braves executives", "Boston Bruins coaches", "Boston Bruins executives", "Canadian ice hockey coaches", "Canadian ice hockey defencemen", "Canadian ice hockey officials", "Cobalt Silver Kings players", "Haileybury Comets players", "Hamilton Tigers (ice hockey) coaches", "Hockey Hall of Fame inductees", "Ice hockey people from Ontario", "Ice hockey player-coaches", "Kenora Thistles players", "Lester Patrick Trophy recipients", "Montreal Wanderers", "Montreal Wanderers (NHA) players", "Montreal Wanderers (NHL) players", "Montreal Wanderers players", "Ottawa Senators (NHA) players", "Sportspeople from Greater Sudbury", "Stanley Cup champions", "Stanley Cup championship-winning head coaches" ]
Arthur Howe Ross (January 13, 1885 – August 5, 1964) was a Canadian professional ice hockey player and executive from 1905 until 1954. Regarded as one of the best defenders of his era by his peers, he was one of the first to skate with the puck up the ice rather than pass it to a forward. He was on Stanley Cup championship teams twice in a playing career that lasted thirteen seasons; in January 1907 with the Kenora Thistles and 1908 with the Montreal Wanderers. Like other players of the time, Ross played for several different teams and leagues, and is most notable for his time with the Wanderers while they were members of the National Hockey Association (NHA) and its successor, the National Hockey League (NHL). In 1911 he led one of the first organized player strikes over increased pay. When the Wanderers' home arena burned down in January 1918, the team ceased operations and Ross retired as a player. After several years as an on-ice official, he was named head coach of the Hamilton Tigers for one season. When the Boston Bruins were formed in 1924, Ross was hired as the first coach and general manager of the team. He would go on to coach the team on three separate occasions until 1945 and stayed as general manager until his retirement in 1954. Ross helped the Bruins finish first place in the league ten times and to win the Stanley Cup three times; Ross personally coached the team to two of those victories. After being hired by the Bruins, Ross, along with his wife and two sons, moved to a suburb of Boston, and he became an American citizen in 1938. He died near Boston in 1964. Outside of his association with the Bruins, Ross also helped to improve the game. He created a style of hockey puck still used today, and advocated an improved style of goal nets, a change that lasted forty years. In 1947 Ross donated the Art Ross Trophy, awarded to the leading scorer of the NHL regular season. Ross was inducted into the Hockey Hall of Fame in 1949. ## Early life Ross was born on January 13, 1885, in Naughton, Ontario. His father, Thomas Barnston Ross, was of Scottish descent and originally from Chicoutimi, Quebec, while his mother was Marguerite (Margaret) McLeod. Ross's parents initially lived in Lake St. John, Quebec (now Lac Saint-Jean), where Thomas worked for the Hudson's Bay Company (HBC). The family had ten children: nine sons and one daughter. Around 1876 Thomas was transferred to a trading post in Northern Ontario close to the Whitefish Lake. Living in a remote outpost, the family would trek 370 kilometres (230 mi) each way twice a year for supplies. Ross spent his early years at the trading post, and first learned to skate on the nearby lake. He grew up speaking English, and was taught French by his mother, and later in life claimed he knew Ojibwe and Montagnais. In 1892 the family moved back to Lake St. John, though in 1895 Margaret left Thomas, and moved back to Ontario with her younger children. She married Peter McKenzie, who was the Chief Factor for HBC in the region (and thus Thomas' superior) in 1895. They moved again in 1896, settling in the affluent Westmount district of Montreal. Thomas also re-married, and by 1904 was living in Victoria, British Columbia, where he died in 1930. In Montreal Ross attended Westmount Academy, and became active in a variety of sports, though he was best at hockey and Canadian football (which was still very similar to rugby football at the time). He likely first played organized hockey in the 1900–01 season, joining the Westmount Amateur Athletic Association. With this club he first met the brothers Lester and Frank Patrick, both of whom were later inducted into the Hockey Hall of Fame. Ross and Lester had a financially successful ticket resale business at the Montreal Arena, buying tickets for thirty-five cents and selling them for up to a dollar. ## Playing career ### 1905–09 The best hockey players on their high school team, Ross and the Patrick brothers were invited to play occasional games for local league teams in Montreal. Ross first played in a senior league in 1905, joining Montreal Westmount of the Canadian Amateur Hockey League (CAHL), the top amateur league in Canada. He scored ten goals in eight games during the season. His opponents regarded him as one of the best rushing defencemen. Most defenders at the time either shot the puck down the ice or passed to a forward; in contrast, Ross skated up the ice, taking the puck into the offensive zone. Later that year, wishing to pursue a career in banking, he moved to Brandon, Manitoba, where he joined the Brandon Wheat City Hockey Club of the Manitoba Hockey League, the senior league in the province. In 1906, his first season, he scored six goals in seven games while he recorded six goals in ten games in 1907. Around this time, the Kenora Thistles, the Manitoba League champions, wanted to strengthen their team for the Stanley Cup challenge against the Montreal Wanderers in Montreal during January 1907. They paid Ross \$1,000 to play both matches, a common practice at the time, and the Thistles won the Cup. While failing to score, Ross started many plays and proved an important part of the team. Although he played for the opposing team, he received a good reception from the Montreal crowd. Ross did not play for the Thistles when the two teams played for the Cup again in March, which the Wanderers won to take back the Cup. The following year Ross moved back to Montreal. He joined the Wanderers, the team he had helped to defeat, who played in the Eastern Canada Amateur Hockey Association (ECAHA), the successor league to the CAHL as the premier league in the country. He scored eight goals in ten games over the two-month season that lasted from January to March. He helped the team to finish first in the ECAHA and retain the Cup in 1908 with challenges from Ottawa, Winnipeg and Toronto. The Wanderers were Cup champions throughout these challenges, so Ross became the second player to win the Cup with different teams in consecutive years, after Jack Marshall in 1901 and 1902. In January 1908, he participated in the first all-star game in sports history, a benefit for the family of former Wanderer defender Hod Stuart, who died the previous summer. Aside from his time with the Wanderers, Ross repeated his practice of playing for other teams who paid for his services in important matches. For the 1909 season Ross demanded a salary of \$1,600. Although he settled for \$1,200, the average salary of hockey players at the time was \$600. Ross received a cash bonus of \$400 to play in a Stanley Cup challenge against a team from Edmonton in December 1908, in which the Wanderers won the two-game, total-goal series 13–10. He finished the season with two goals in nine games. ### 1909–18 A new league, the Canadian Hockey Association (CHA), was formed in late November 1909. One of the teams, the All-Montreal Hockey Club, hired Ross as a playing-manager, but the league only lasted until mid-January 1910 before disbanding. Ross, who scored four goals in four games in the CHA, then signed with the Haileybury Comets of the National Hockey Association (NHA), a league formed in December 1909, which proved to be the stronger replacement to the ECAHA as the highest level of hockey in Canada. He received \$2,700 to play in the 1910 season, which lasted from January to March, playing twelve games for the team and finishing with six goals. Before the following season, the NHA imposed a salary cap of \$5,000 per team. The players, including Ross, were unhappy as this would result in a pay decrease, and began looking to form their own league without a cap. Ross wrote to the Montreal Herald, stating "all the players want is a fair deal ... The players are not trying to bulldoze the NHA, but we want to know where we get off at." The plans were abandoned when they realized all the suitable arenas would be unavailable as they were owned or leased by the NHA. Ross scored four goals in eleven games with the Wanderers, who finished fourth in the five-team league. During a match against the Quebec Bulldogs on February 25, 1911, Ross knocked out Eddie Oatman in a fight, provoking a massive brawl between the two teams, which the police had to break up. The fight helped to increase the reputation Ross had as a tough player unwilling to back down from any opponent. The following season Ross had eleven goals in nineteen games as the Wanderers improved to second in the league. Prior to the 1913–14 NHA season, Ross refused to sign a contract for the Wanderers, requesting a salary increase. As one of the top players on the team, the Wanderers agreed to his demands of \$1,500 for the forthcoming season, in which he finished with four goals and nine points in eighteen games. The next season Ross, again concerned with his salary, began negotiating with other players in the NHA to leave their teams and form a new league that would offer higher wages. These actions resulted in his suspension in November 1914 by Emmett Quinn, president of the NHA. Ross responded by declaring himself a free agent and claiming his contract with the Wanderers was no longer valid. Consequently, although having no technical power to do so, Quinn suspended Ross from all organized hockey. The proposed new league failed to materialize and Ross applied for reinstatement to the NHA, which was granted at a meeting of the team owners on December 18, 1914. The owners realized if they suspended Ross, they would also have to suspend all those he signed, hurting the league. However, Ross's actions led to his release by the Wanderers. At first he trained with the Montreal Canadiens, then joined the Ottawa Senators. At the conclusion of the 1914–15 season, the Senators and Wanderers finished with identical records of fourteen wins and six losses. A two-game, total goal series was played to determine the NHA league champion who would contest the Stanley Cup with the Pacific Coast Hockey Association winner, the Vancouver Millionaires. Ross, who finished with three goals in sixteen games in the season, scored one goal in the first match against the Wanderers, a Senators 4–0 victory, and though Ottawa lost the second game 1–0, they won the series, 4–1. To help the Senators stop the Wanderers, who were known for their speed, Ross created a new system of defence. Termed "kitty bar the door", it required three defenders to align themselves across the ice 30 feet in front of the goaltender to stop offensive rushes. This style of defence would later be used in a modified version known as the neutral zone trap, later used widely to stop opposition offensive chances. The following year Ross, who had eight goals and eight assists in twenty-one games, was the second highest paid player on the team; his salary of \$1,400 was \$100 less than Frank Nighbor made. Even so, Ross left the team in 1916, returning to Montreal in order to look after his sporting-goods store, and rejoining the Wanderers. He scored six goals and had two assists in sixteen games for the team. The Wanderers, along with the Montreal Canadiens, Toronto Arenas, Quebec Bulldogs and Ottawa Senators dissolved the NHA and founded the National Hockey League (NHL) in November 1917. Prior to the start of the season Ross was named coach of the Wanderers, in addition to playing for the team. He played in the first game in NHL history on December 19, 1917, in which the Wanderers defeated the Toronto Arenas 10–9, in Montreal; Ross earned the league's first penalty during the game and also scored his first and only NHL goal. A fire on January 2, 1918, destroyed their home, the Montreal Arena, and forced them to fold after four games. However, the NHL insisted the team continue to play, and recorded two additional scheduled matches as defaulted losses for the Wanderers, even though the matches were not played. With the Wanderers disbanded, Ross retired as a player. His NHL career yielded one goal in three games played. ## Managerial career ### 1918–36 Ross began his career as a hockey coach in the midst of his playing days, when at age 25 he led the McGill University Redmen to a 4–2–1 record during the 1910–11 season. In 1915, Art Ross was the Coach of The Canadian Grenadier Guards Hockey Club. Following his playing career, Ross became an NHL referee. He was hired to coach the Hamilton Tigers for the 1922–23 season, and adopted new methods in training camp that emphasized physical fitness, including work off the ice. However, the Tigers finished with a record of six wins and eighteen losses, last in the NHL for the third successive year, and Ross did not return the next season. His next coaching appointment arose from meeting Boston grocery store magnate Charles Adams during the 1924 Stanley Cup Finals. Before the 1924 season, the NHL awarded Adams an expansion team. Adams' first move was to hire Ross as vice president, general manager, coach and scout. Adams instructed Ross to come up with a nickname portraying an untamed animal displaying speed, agility and cunning. With this in mind, Ross named the team the Boston Bruins, after the Old English word for a bear. The team's nickname went perfectly with the original colours of brown and yellow, which were the same colours of Adams' grocery chain, First National Stores. Ross utilized his many hockey connections throughout Canada and the United States to sign players. Even so, the team started poorly. Early in the first season the University of Toronto hockey team was in Boston for matches against local universities. The team's manager, Conn Smythe, who later owned and managed the Toronto Maple Leafs, said that his team could easily defeat the Bruins—Ross's team had won only two of their first fifteen NHL games. This began a feud between Smythe and Ross which lasted for over 40 years, until Ross' death; while mostly confined to newspaper reports, they refused to speak to each other at NHL Board of Governor meetings. The Bruins finished their first season with six wins in thirty games, one of the worst records in the history of the league. Several records were set over the course of the season; the three home wins are tied for the second fewest ever, and an eleven-game losing streak from December 8, 1924, until February 17, 1925, set a record for longest losing streak, surpassed in 2004 and now second longest in history. With 17 wins in 36 games the following season, the team greatly improved, and finished one point out of a playoff spot. In 1926 the Western Hockey League, the other top professional hockey league, was in decline. The Patrick brothers, who controlled the league, offered to sell the remaining five teams for \$300,000. Ross realized the potential talent available and convinced Adams to pay the money. As a result, the Bruins acquired the rights to several future Hall of Fame players, the most notable being defender Eddie Shore. Ross signed goaltender Cecil "Tiny" Thompson in 1928, who was with a team in Minnesota, despite never watching him play; Ralph "Cooney" Weiland was also brought over from Minnesota. Ross acquired Cy Denneny from Ottawa and made him a player-assistant-coach while he assumed the role of coach and team manager. On November 20, 1928, the Bruins moved to a new arena when the Boston Garden opened. The team played the Canadiens who won the match 1–0 in front of 16,000 fans. The players signed by Ross helped the Bruins to improve quickly, and they won the Stanley Cup in 1929. Denneny retired after the Cup win, Ross guiding the team to several league records in the 1929–30 season. The team won 38 of 44 games for an .875 winning percentage, the highest in league history; the five losses tied a record for fewest ever, and the four road losses tied a record for second fewest. The Bruins also only finished one game in a tie, a record for fewest ties in a season since the NHL began recording the record in 1926. One of the longest winning streaks was also set during the season. From December 3, 1929, until January 9, 1930, the team won fourteen games in a row, a record that lasted until 1982 and now tied for third longest, as of October 2010. A home winning streak began the same day and lasted for twenty games, until March 18, 1930, which was tied for the longest of its kind in 1976. In 1930–31, the Bruins again lost only one home game, which equalled their previous record. On March 26, 1931, Ross substituted a sixth skater for goaltender Tiny Thompson in the final minute of play in a playoff game against the Montreal Canadiens. Although the Bruins lost the game 1–0, Ross became the first coach to replace his goaltender with an extra attacker, a tactic which became widespread practice in hockey. Stepping aside as coach in 1934 to focus on managing the team, Ross hired Frank Patrick as coach with a salary of \$10,500, which was high for such a role. However rumours spread during the season that Patrick was drinking heavily and not being as strict with the players as Ross wanted. After the Bruins lost their playoff series with the Toronto Maple Leafs in the 1936 playoffs, the result of an 8–1 score in the second game, a newspaper claimed that Patrick had been drinking the day of the game and had trouble controlling the team. Several days later, Ross relieved Patrick of his duties and once again assumed the role of coach. ### 1936–54 Ross took over an improved team. He had recently signed three players, Milt Schmidt, Bobby Bauer and Woody Dumart, who all grew up together in Kitchener, Ontario, and had them play on the same line, soon nicknamed the Kraut Line in reference to the German heritage of all three. Along with them, Ross had acquired a new goaltender in 1938, Frank Brimsek; after Brimsek earned six shutouts in his first eight games, the Bruins traded away Tiny Thompson to allow Brimsek to play. With these players the Bruins finished first in the league in 1937–38; Ross was named as the second best coach in the league, selected for the end of season All-Star second team. The next season the Bruins won 36 of 48 games, and won the Stanley Cup in the playoffs; Ross was named to the first All-Star team as the best coach in the league for the season and the team only tied two games, which is tied for the second fewest in a season. He hired the recently retired Cooney Weiland to coach the Bruins for the 1939–40 NHL season. The Bruins would win the Cup again in 1941, and tied their record of only four away losses all season. Ross once again took over as coach of the team before the 1941–42 season began, as Weiland became coach of the Hershey Bears of the American Hockey League, and led the team to 25 wins in 48 games, which was enough to earn third place in the league. By this time the Second World War had caused several Bruins players, including the entire Kraut Line and goaltender Brimsek, to enlist in their respective armed forces. The Bruins finished second in the NHL during the 1942–43 season with 24 wins in 50 games and Ross was again named in the Second NHL All-Star team as second best coach in the league. The Bruins missed the playoffs in 1943–44, the first time in ten years they failed to qualify, but returned to the playoffs the next season, something they did for five straight years. On November 11, 1943, Art Ross became the first NHL coach to pull the goaltender for an extra attacker when he pulled goaltender Bert Gardiner for an extra attacker to go for the tie against the Chicago Blackhawks. Clint Smith score the first empty-net goal in NHL history and the Bruins lost 6–4. In 1949, Ross had signed Georges Boucher as coach, but Boucher did not work well with Ross and team president Weston Adams. Looking to hire a new coach in the summer of 1950, Ross phoned Lynn Patrick, the son of Lester, who had just resigned from the New York Rangers after coaching the team to the Stanley Cup Final. Lynn had moved his family back to Victoria, British Columbia, where he grew up as a child, with the intention of coaching the Victoria Cougars, a team in the minor professional Pacific Coast Hockey League. Though reluctant to move back to the eastern United States, Lynn was hired by Ross after he was offered a salary of \$12,000. He would coach the team for the next four seasons and become the second general manager of the Bruins when Ross retired at the end of October 1954. ### Legacy Aside from his career in hockey, Ross was interested in improving the game. Prior to the start of the 1927–28 season, the NHL adopted a new style of goal net created by Ross. With the back molded into a B-shape, it was better designed to catch pucks and the net was used until 1984, when a modified version was adopted. He also improved the design of the puck. Ross' design had bevel edges, which prevented it bouncing too much, and used synthetic rubber, rather than the natural rubber previously in vogue. Along with New York Rangers coach Frank Boucher, Ross helped to create the red line, which was introduced to help speed up the game by removing the ability for defenders to pass the puck from the defensive to offensive zone; until 2006 it was against the rules of hockey to make a two-line pass. More scoring chances resulted as teams could not simply send the puck down the ice with impunity. In order to help tell the red line and blue lines apart on television, Ross suggested that the red line be striped. Regarded throughout his playing career as one of the best defenders in hockey, Ross was named to the Hockey Hall of Fame in 1949, selected for his playing career rather than his work as an executive. A ceremony for his induction was held prior to a Bruins game on December 2, 1949, where he was given his Hall of Fame scroll and a silver tray with the emblems of the six NHL teams on it. In 1975 he was inducted into the Canadian Sports Hall of Fame. Along with his two sons he donated the Art Ross Trophy to the NHL in 1947, to be awarded to the leading scorer in the league's regular season. In 1984 he was posthumously awarded the Lester Patrick Trophy for service to hockey in the United States. ## Personal life After graduating from high school in 1903, Ross began working at Merchants Bank, and occasionally played for their hockey team. When he moved to Brandon Ross transferred to a local branch. In 1906 Ross resigned from the bank, and instead joined the Wheat City Flour Mills Company. Ross opened a sporting goods store in Montreal, Art Ross & Co. in 1908, and would run that for several decades. In 1928, he served as the traveling secretary of the Boston Braves baseball team, which was owned by Bruins owner Charles Adams. On April 14, 1915 Ross married Muriel Kay, a native of Montreal; they had two sons, Arthur, Jr. and John. During the Second World War, both sons served in the Royal Canadian Air Force. After the war Ross made his son Art the business manager for the Bruins. Ross was named coach and manager of the Boston Bruins in 1924 and moved his family to Brookline, Massachusetts, a suburb of Boston, after being hired. He became a naturalized American citizen on April 22, 1938. On August 5, 1964, Ross died at a nursing home in Medford, Massachusetts, a suburb of Boston, at the age of 79. A sister, both his sons, and three grandchildren survived him. ## Career statistics ### Regular season and playoffs - Career stats from Total Hockey ### Coaching record - Coaching stats from Total Hockey ## Awards ### NHL - Awards from Legends of Hockey
33,134,838
Episode 2 (Twin Peaks)
1,165,665,891
null
[ "1990 American television episodes", "Television episodes directed by David Lynch", "Television episodes written by David Lynch", "Television episodes written by Mark Frost", "Twin Peaks (season 1) episodes" ]
"Episode 2", also known as "Zen, or the Skill to Catch a Killer", is the third episode of the first season of the American mystery television series Twin Peaks. The episode was written by series creators David Lynch and Mark Frost, and directed by Lynch. It features series regulars Kyle MacLachlan, Michael Ontkean, Ray Wise and Richard Beymer; and introduces Michael J. Anderson as The Man from Another Place, Miguel Ferrer as Albert Rosenfield and David Patrick Kelly as Jerry Horne. Twin Peaks centers on the investigation into the murder of schoolgirl Laura Palmer (Sheryl Lee), in the small rural town in Washington state after which the series is named. In this episode, Federal Bureau of Investigation agent Dale Cooper (MacLachlan) tells Sheriff Truman (Ontkean) and his deputies about a unique method of narrowing down the suspects in Palmer's death. Meanwhile, Cooper's cynical colleague Albert Rosenfield (Ferrer) arrives in town, and Cooper has a strange dream that elevates the murder investigation to a new level. "Episode 2" was first broadcast on April 19, 1990, on the American Broadcasting Company (ABC) network, and was watched by an audience of 19.2 million households in the United States, equating to roughly 21 percent of the available audience. "Episode 2" has been well-received since its initial broadcast, and is regarded by critics as a ground-breaking television episode. It has since influenced, and been parodied by, several subsequent television series. Academic readings of the episode have highlighted its depiction of heuristic, a priori knowledge, and the sexual undertones of several characters' actions. ## Plot ### Background The small fictional town of Twin Peaks, Washington, has been shocked by the murder of schoolgirl Laura Palmer (Sheryl Lee) and the attempted murder of her classmate Ronette Pulaski (Phoebe Augustine). Federal Bureau of Investigation special agent Dale Cooper (Kyle MacLachlan) has come to the town to investigate, and initial suspicion has fallen upon Palmer's boyfriend Bobby Briggs (Dana Ashbrook) and the man with whom she was cheating on Briggs, James Hurley (James Marshall). However, other inhabitants of the town have their own suspicions: the violent, drug-dealing truck driver Leo Johnson (Eric Da Re) is seen as a possible suspect. ### Events The Horne family—Ben (Richard Beymer), Audrey (Sherilyn Fenn), and Johnny (Robert Bauer)—are eating dinner when they are interrupted by Ben's brother Jerry (David Patrick Kelly). The brothers share brie and butter baguettes while Ben tells Jerry of Laura Palmer's murder and the failing of the Ghostwood project. They decide to visit One Eyed Jacks, a casino and brothel across the Canada–US border, where Ben wins a coin flip to determine who will be the first to sleep with the newest prostitute. Bobby Briggs and Mike Nelson (Gary Hershberger) drive into the woods to pick up a hidden delivery of cocaine, but are ambushed by Leo Johnson, who demands the \$10,000 the pair owe him. Leo also hints that he suspects someone has been sleeping with his wife Shelly (Mädchen Amick), then scares the pair off. When Bobby visits Shelly at her home the next day, he discovers that Leo has beaten her. Dale Cooper receives a phone call from Hawk (Michael Horse) about a one-armed man seen at Ronette Pulaski's hospital bed. The next morning, Cooper gathers together Sheriff Truman (Michael Ontkean), Deputies Hawk and Brennan (Harry Goaz), and Lucy Moran (Kimmy Robertson) in a forest clearing to demonstrate his unusual approach to eliminating suspects from their investigation. As each suspect's name is read from a list, Cooper throws a stone at a bottle placed 60 feet 6 inches (18.44 m) away. Each time he hits the bottle with a stone, he considers the previous name read out to be of interest to the case. The method points his suspicion at Leo Johnson and psychiatrist Lawrence Jacoby (Russ Tamblyn). Dale's fellow FBI agent Albert Rosenfield (Miguel Ferrer) arrives later and immediately causes friction with Truman. James Hurley and Donna Hayward (Lara Flynn Boyle) discuss their new relationship, and kiss passionately on Donna's sofa. Elsewhere, Leland Palmer (Ray Wise), still mourning Laura's death, dances in his living room, sobbing and holding a portrait of Laura as he does so. He breaks open the picture's frame, cutting his hands, as his wife Sarah (Grace Zabriskie) screams at him to stop. Cooper retires to bed at his hotel room, and experiences a strange dream featuring the one-armed man, who identifies himself as MIKE, and BOB, who vows to "kill again". Cooper then dreams he is in a room hung with red curtains. The Man from Another Place (Michael J. Anderson) and Laura Palmer speak to him in a jarring and disjointed manner, before Laura leans over to whisper in his ear. Cooper wakes up, telephones Harry, and declares that he knows who the murderer is. ## Production "Episode 2" was the second episode of the series to have been directed by series creator David Lynch, who had also helmed "Pilot", and would direct a further four episodes during Twin Peaks' initial run. The episode was written by both Lynch and co-creator Mark Frost; the pair had co-written the prior two episodes. Frost would pen a further eight scripts for the series after "Episode 2", while Lynch would write just one episode—the second season opening installment, "Episode 8". "Episode 2" introduces the character of The Man from Another Place, played by Michael J. Anderson. The Red Room seen in the episode's final scene was created from scratch by Lynch for the European release of "Pilot", and was not originally intended to be a part of the American series. Lynch was so pleased with the result that he decided to incorporate it into the regular series. The Red Room would later be revealed as a waiting room for the Black Lodge, a mystical dimension bordering the town of Twin Peaks. Lynch claims to have conceived most of the sequence while leaning against his car on a cold night while its chassis was hot, and free-associating ideas. The director first met Anderson in 1987 while continuing work on Ronnie Rocket, a planned film project about "electricity and a three-foot guy with red hair" which was ultimately scrapped. He thought of Anderson immediately upon conceiving the Black Lodge. Miguel Ferrer, who made his first appearance as Albert Rosenfield in this episode, had met Lynch while working on another film project that was also never made. Lynch remembered Ferrer when casting Twin Peaks, and sent him the scripts for both "Episode 1" and "Episode 2". Ferrer found the scripts difficult to understand until Frost gave him a recording of "Pilot", which cleared up the actor's confusion. Dialogue heard in the dream sequence uses a distinctive reversed manner of speech. This was achieved by recording the actors' line phonetically reversed, and playing this audio backwards. David Lynch had begun experimenting with the technique in 1971, and had originally planned to use it in his 1977 debut feature, Eraserhead, before it finally found use in this episode. Describing the process of learning his lines backwards, Anderson notes that he first worked out the phonemes of each word rather than simply reading it back to front, and disregarded the inflection of any given word as this helped bolster the discordant effect of the end result.[^1] The reversed audio was also altered with a slight reverb effect. The actors were required to perform their movements backwards, as elements of the scene would be reversed entirely. Frank Byers, the episode's director of photography, has stated that the chief inspiration for his choice to use wide-angle lenses and soft lighting throughout the episode was the 1958 Orson Welles film Touch of Evil. Byers also eschewed the use of additional lighting beyond that which he felt was necessary, and chose to work mainly with the natural light of the location or set in question, and to light the scene from the floor when additional light was needed. The location used for One Eyed Jacks appeared in only one other episode of the series after its appearance here, with footage for both filmed on the same day. When the setting was revisited in the series' second season, a set was built to represent another part of the building instead. The female cast members were deliberately lit with soft lighting from a close range, as this helped to create a "veneer of innocence and comfort". Kimmy Robertson—who plays sheriff's office receptionist Lucy Moran—has described Lynch's directorial style as hypnotic, finding that his question-and-answer approach of discussing scenes with the cast was unique among directors she had worked with. Robertson also noted that during the filming of Cooper's stone-throwing, Lynch "sat [the cast] down and told Kyle he was going to hit the bottle ... Kyle hit it, and everybody freaked out. It was like David used the power of the universe". ## Themes Scenes in "Episode 2"—especially the rock-throwing scene in the forest—have been cited as introducing a spiritual side to the character of Dale Cooper, which would also be expounded in the later "Episode 16". Simon Riches, in an essay included in The Philosophy of David Lynch, has noted that the Red Room dream sequence is an example of the difficulty in rationalizing a priori knowledge—the "lack of empirical evidence that ... a faculty of intuition exists" in the mind is here represented by the "nonphysical", dreamlike Red Room. Cooper's heuristic approach "pointedly avoids the routine deductive apparati of logic, clues or muscle". The fact that the series' protagonist embraces this intuitive manner of deduction sets Twin Peaks "at odds with the naturalistic trend in analytic philosophy". This dreamlike approach is a hallmark of Lynch, who, according to Greg Olson in his book Beautiful Dark, "has always identified himself as an artist first, a man fascinated by spiritual realms who's committed to expressing his inner life". The episode's reliance on surrealism has also been seen as symptomatic of "a broader move away from social realism within television drama". The episode makes use of strong color cues and unusual camera angles—in particular, Helen Wheatley, author of Gothic Television, describes the brown color palette and low-angle shots used to frame certain characters as creating "a mood of domestic terror." Palmer's dance while holding his daughter's picture has been seen as "a time-honored metaphor for marriage", an "incestuous roundelay" which hints towards his abusive past. Both incest and violent sexuality would become recurring themes for the series, examples of which include Palmer's later murder and possible molestation of his niece Maddy and Benjamin Horne's unwitting brush with incest with his masked daughter in the One-Eyed Jacks brothel. ## Broadcast and reception "Episode 2" first aired on the ABC Network on April 19, 1990. The initial broadcast was viewed by 12.1 million households in the United States—which represented 21 percent of the available audience and 13.1 percent of all households in the country. This represented a drop in viewing figures from the previous episode, "Episode 1", which was seen by 14.9 million households, or 27 percent of the available audience. The broadcast inspired several complaints about the sexual overtones of the scene in which the characters of Ben and Jerry Horne eat baguette sandwiches. The episode has been well-received critically. Writing for The Boston Globe, Gail Caldwell compared Lynch and Frost's script for the episode to the works of mid-20th century American writers Sherwood Anderson, Flannery O'Connor and Truman Capote, describing it as an "excavation of the fear and madness poised behind an ordinary small-town veneer". Caldwell also praised Lynch's direction, finding that several of the episode's "nerve-wracking" scenes lasted just the right amount of time to be effective, and noting that "the line between confronting the abyss and exploiting it is one Lynch walks again and again". Writing for The A.V. Club, Keith Phipps rated the episode an A, calling it "one of the most peculiar hours of television ever to air on a network". He praised the episode's portrayal of the Black Lodge, called the dream sequence "some of the most disquieting filmmaking Lynch has ever done", and described its depiction as "a weirdly All-American supernatural system" that seems "completely terrifying". Fellow A.V. Club writer Noel Murray felt that the episode pushed "into previously unexplored television territory", and that the climactic Black Lodge dream sequence came to be seen as "the signature moment in the entirety of Twin Peaks". Den of Geek's Doralba Picerno has called the episode "truly groundbreaking TV material", noting the use of "surreal imagery with its roots in psychoanalysis". Writing for AllMovie, Andrea LeVasseur rated the episode four out of five stars, called it "memorable and pivotal", and described the Red Room dream as "unforgettable". Jen Chaney, writing for The Washington Post, has called the episode "the best in the series". Chaney described it, and the dream sequence specifically, as having "turned Twin Peaks into a water-cooler phenomenon", and noted that it may have inspired later series such as The Sopranos and Lost to "feel comfortable taking risks with their audience". The Washington Post's Tom Shales has described the dream sequence as "the scene that separated the men from the boys", noting that it further polarized the series' audience, attracting loyal viewers and putting off others. The sequence, and the episode as a whole, attracted negative criticism from The Boston Globe's Ed Siegel, who felt that the series "lost its magic" by this point. Siegel added that "anyone with less than a semester's worth of either Postminimalism 101 or Absurdism 102 can come up with dancing dwarves, one-armed men, psychic detectives, psycho killers, llamas in the waiting room and hints of incest and necrophilia", and felt that a reliance on surrealism made Lynch seem to be a "one trick pony". The episode's ending was parodied in "Who Shot Mr. Burns?", a 1995 two-part episode of The Simpsons'', in which Dale Cooper and The Man from Another Place were replaced by the characters of Chief Wiggum and Lisa Simpson, respectively. The backwards speech and unexplained shadow moving across a wall were included in the parody, which takes place in a detailed recreation of the Black Lodge. [^1]:
72,834,650
Edward Dando
1,172,551,620
Thief and glutton in London (c. 1803 – 1832)
[ "1800s births", "1832 deaths", "19th-century English criminals", "British milliners", "British people convicted of theft", "Criminals from London", "Deaths from cholera", "Food theft", "Infectious disease deaths in England", "Oysters", "Prisoners who died in England and Wales detention" ]
Edward Dando (c. 1803 – 28 August 1832) was a thief who came to public notice in Britain because of his unusual habit of overeating at food stalls and inns, and then revealing that he had no money to pay. Although the fare he consumed was varied, he was particularly fond of oysters, having once eaten 25 dozen of them with a loaf and a half of bread with butter. Dando began his thefts in about 1826 and was arrested at least as early as 1828. He would often leave a house of correction and go on an eating spree the same day, being arrested straight away and appearing in court within a few days, only to be put back in prison; his normal defence was that he was hungry. On at least one occasion he was placed in solitary confinement after he stole the rations of his fellow prisoners. Most of his activity was in London, although he also spent time in Kent, much of it in the county's prisons. While in Coldbath Fields Prison in August 1832, Dando caught cholera—part of a long-running pandemic—and died. His death, like his many exploits, was widely and sympathetically reported both in the London daily press and in local newspapers. His name entered into the public argot as a term for someone who eats excessively and does not pay. He was the subject of numerous poems and ballads. In 1837 William Makepeace Thackeray wrote a short story loosely based on Dando; this was made into a play by Edward Stirling. Charles Dickens wrote about Dando and compared him to Alexander the Great. ## Biography There is little published information about Dando's early life, although he was born in around 1803 and was a hatter—possibly an apprentice. Numerous sources give his name as Edward Dando and his nationality as British, although the British Museum describes him as "John Dando", an American. In about 1826 Dando began the practice of eating and drinking at different food sellers without being able to afford the meal. Although out of work, he refused poor relief, saying he despised it because he "had a soul above it". Dando was arrested for his acts of theft at least as early as 1828. On an appearance in court in April 1830, the arresting police officer said Dando had been arrested two years previously after consuming two pots of ale and two pounds (0.9 kg) of rump steak and onions and then refusing to pay. Dando's April 1830 arrest followed his eating 1.75 pounds (0.79 kg) of ham and beef, a half-quartern loaf, seven pats of butter and eleven cups of tea, coming to 3s 6d, at a time when the average weekly wage for agricultural labourers was between eight and twelve shillings. The magistrate sentenced him to one month at the house of correction in Brixton, Surrey, under the Vagrancy Act 1824. Dando spent some time in solitary confinement after he stole bread and beef from his fellow prisoners. On the day of his release he walked into an oyster shop and ate thirteen dozen (156) oysters and a half-quartern loaf, washed down with five bottles of ginger beer—the ginger beer because, he said, he was troubled with wind. He was arrested and appeared in court; he explained that "I was very peckish, your Worship, after living on a gaol allowance so long, and I thought I'd treat myself to an oyster". This was the second oyster shop he visited that day: in the first he ate oysters and bread to the sum of 3s 6d; the shop owner had kicked him and thrown him out of the shop. The magistrate sentenced Dando to three months in prison, and elected that it should be in the Guildford House of Correction in Surrey, which was considered to keep tougher discipline than Dando had experienced in Brixton. He warned Dando that if he repeated his crime, he faced transportation. Oysters were cheap in the 1820s and 1830s and a basic food source for the poor, who bought them from oyster stalls or wheelbarrows; in The Pickwick Papers (1836), Dickens has the character Sam Weller relate that "poverty and oysters always seem to go together", continuing "the poorer a place is, the greater call there seems to be for oysters. Look here, sir; here's a oyster-stall to every half-dozen houses. The street's lined vith 'em. Blessed if I don't think that ven a man's wery poor, he rushes out of his lodgings, and eats oysters in reg'lar desperation". In the 1830s oysters could be bought three for a penny, or for up to 1d each. By 1840 Londoners ate 496 million oysters a year—a quarter of which were sold by street sellers. News of his next arrest and court appearance—in August 1830—was published in The Times, and followed Dando's eating eleven dozen (132) large oysters, a half-quartern loaf and eleven pats of butter without being able to pay for them. His defence was that he was hungry after his release from Guildford prison that day: "I am here at your mercy, and prepared to undergo the punishment that awaits me, whatever it may be; but I again say, that I must satisfy my hunger." The magistrate did not impose a sentence on Dando and allowed him to leave. Outside the court, the owner of the oyster stall threw a bucket of water over him and beat him with his cane, "to the infinite amusement of a throng of persons who had assembled outside and who were aware of the prisoner's transgressions", according to The Times. Dando remained out of prison until mid-September, when he was again arrested for eating oysters without being able to pay for them. The owner of the oyster shop in Vigo Street, Piccadilly, was suspicious after Dando consumed two dozen oysters. She challenged him to pay and handed him over to the police when he admitted he could not. Dando was again sent to the house of correction. In early December 1830, when he was back in court again, one newspaper took to calling him "Dando, the celebrated oyster eater". His notoriety was spreading and a number of oyster sellers and food shop owners were present in court to see him. They heard that the day after Dando had been released from prison, he visited a tavern in Knightsbridge and drank sixpennyworth of brandy with two Abernethy biscuits and a pint of ale. He did not pay and was caught after fleeing; he was taken to the police station where the landlord forgave him and he was released. He went to a coffee shop where he consumed bread, butter and coffee worth 1s 6d, then ran off without paying. He went to two further inns and drank two pints of ale and 0.25 imperial pints (0.14 L) of rum. The magistrate was not sympathetic to the innkeepers and said they should have asked for their money in advance of providing the food and drink; Dando was released. In early January 1831 Dando was, once again, back in court for non-payment for food—on this occasion soup and bread—and once again he was imprisoned. He was back in court at the end of February, in front of the magistrate Sir Richard Birnie. Having drunk two glasses of brandy in one public house in Queen Street before being thrown out, Dando then moved on to a restaurant near Temple Bar. Here he ate two plates of beef à la mode and drank brandy before it was established that he could not pay. Before sentencing him to three months in prison, Birnie asked Dando about his clothing, which had been acquired at prisons; to laughter in the court, Dando explained > The jacket, I think, came from Brixton; the waistcoat ... was bestowed upon me at a similar establishment at Guildford; and the trousers I know I acquired by hard servitude in your Middlesex house of correction. I am indebted to the City authorities for the rest of my wardrobe. After his release Dando was arrested again and served a second three-month sentence in prison before being released in October 1831. The day after his release he went into an oyster shop in Long Lane, Bermondsey, and consumed nine dozen (108) oysters with a half-quartern loaf of bread and butter. As he had no residence, he was committed to three months' imprisonment at the Guildford House of Correction for vagrancy. Dando was found drunk in January 1832, having been released from prison four days previously. Covered in mud and with a noticeable black eye, he was imprisoned for eight days for public drunkenness. At the end of March he was again arrested, but was discharged. Some attendees in court gave him money to tell them his story, and his tale was duly reported in the press. He explained that he had begun living by stealing food some six years previously and that, if he had a respectable suit of clothes, he could make his way in the world. He reported that he had received numerous beatings for his actions, including one a few weeks previously at Kennington that he would never forget. He received the punishment when he had eaten four dozen (48) oysters with bread and butter and could not pay; he was dragged through a pond, beaten with cudgels and kicked. He said that the tales of his extravagant eating had been exaggerated, and that the most he had ever eaten was 25 dozen (300) oysters with a loaf and a half of bread with butter; he thought he could probably eat 30 dozen (360) oysters. Dando thought he did no wrong in his actions which he justified by stating: > I refuse to starve in a land of plenty. Instead I shall follow the example of my betters by running into debt without having the means of paying. Why, some men live in great extravagance and luxury, owe money and cheat their creditors, yet they are still considered respectable and honest. I only run into debt to satisfy the craving of hunger, and yet I am despised and beaten. In June 1832 Dando was arrested in Kent after drinking at an inn in the parish of Chilham without paying; he was imprisoned for vagrancy and a description of him appeared in the press, describing him as 5 feet 7 inches (1.70 m), brown haired with a pale complexion and lame in the right foot. After spending time in Kent, Dando returned to London and, after a few days, was arrested and sent to Coldbath Fields Prison. He caught cholera there—part of the long-running pandemic—and died on 28 August 1832. His burial was the following day; Dickens later imagined that Dando "was buried in the prison yard and they paved his grave with oyster shells". His death was noted in the press, including The Times and The Observer. ## Cultural legacy Dando's exploits were widely reported in the press, both in the London dailies and reprinted in local newspapers. The historian Christopher Impey describes much of the reportage as "romanticised"; the academic Ann Featherstone considers their tone "was half-amused, half amazed". Featherstone believes that Dando "had a sharp wit and an easy manner and provided reporters with striking quotes", which helped their sympathetic tone, and his "audacity [which] drew a sneaking admiration from the more cynical newspaper men". In addition to the newspaper eulogies and obituaries, mostly humorous or whimsical, after Dando's death there were numerous poems and street ballads written about him, as well as several caricatures. Among the ballads published was "The Life and Death of Dando, the Celebrated Oyster Glutton" by James Catnach: > > One day he walk'd up to an oyster stall. To punish the natives, large and small; Just thirty dozen he managed to bite, With ten penny loaves—what an appetite! But when he had done, without saying good day, He bolted off, scot free, away; He savag'd the oysters, and left the shell— Dando, the bouncing, seedy swell. In 1837 William Makepeace Thackeray wrote "The Professor", a short story loosely based on Dando. The short story was made into a play, Dandolo; or, the Last of the Doges, by Edward Stirling in 1838, which was staged at the City of London Theatre. Dando's name entered common argot as a word to describe someone who ate at food outlets and did not pay. An 1878 dictionary of slang terms described a dando as "a great eater, who cheats at hotels, eating shops, oyster-cellars, etc, from a person of that name who lived many years ago, and who was an enormous oyster eater". In 1850 the Whig politician Thomas Macaulay wrote "I was a Dando at a pastry-cook's, and then at an oyster shop", although he did not clarify whether he just ate too much, or whether he also did not pay. In The Book of Aphorisms, published by the Scottish writer Robert Macnish in 1834, Dando appears four times, including in aphorism 405, which states that oysters should be eaten raw: "depend upon it, this is the approved method among gourmands. My lamented friend, the late Dando, never swallowed them in any other form". The academic Rebecca Stott considers that Dando is often portrayed "as a kind of folk hero, transgressing the law to follow his singular passions. A kind of oyster-eating pirate living outside the law." During the period when Dando was active, Britain's social and economic situation was in upheaval, with high unemployment, poverty and civil unrest such as the Swing Riots. Featherstone, commenting on Dando's "I refuse to starve in a land of plenty" philosophy, sees the background of the Swing Riots as pertinent to his lifestyle. In 1867 the Tory-leaning literary journal Fraser's Magazine wrote that it thought Dando's philosophy had been plagiarised by the Tory politician Benjamin Disraeli. The journal quoted Dando: "oysters were meant for mankind; don't talk to me of a property acquired by paying for them. So long as oysters exist, I will eat as many as I see fit" and compared this philosophy unfavourably with what they perceived to be Disraeli's flexible political positions: "Principles were meant for mankind; don't talk to me of a property acquired by believing in them. So long as principles exist, I will use them in any way, profess them or disclaim them, as I see fit." The writer Charles Dickens, a great lover of oysters and oyster culture, kept up a correspondence with the American educator Cornelius Felton. In a letter from July 1842, Dickens gave Felton a potted history of Dando, in which he wrote "he has been known to eat twenty dozen at one sitting, and would have eaten forty, if the truth had not flashed upon the shopkeeper". In his literary magazine All the Year Round Dickens compared Dando with Alexander the Great, writing that "Alexander wept at having no more worlds to conquer, and Dando died because there were no more oyster-shops to victimise." One anonymous writer chose to celebrate Dando with the lines: > > On some far-distant shores, There are who seek the oyster for the pearl; She sometimes brings with her a priceless dower— But Dando only sought her for herself. ## See also - Dine and dash - Making off without payment, offence introduced by the Theft Act 1978 - Tarrare - Charles Domery
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Burger's Daughter
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1979 novel by Nadine Gordimer
[ "1979 novels", "20th-century South African novels", "Apartheid novels", "Censored books", "Censorship in South Africa", "Historical novels", "Jonathan Cape books", "Novels by Nadine Gordimer", "Novels set in Johannesburg", "Political novels", "Viking Press books" ]
Burger's Daughter is a political and historical novel by the South African Nobel Prize in Literature-winner Nadine Gordimer, first published in the United Kingdom in June 1979 by Jonathan Cape. The book was expected to be banned in South Africa, and a month after publication in London the import and sale of the book in South Africa was prohibited by the Publications Control Board. Three months later, the Publications Appeal Board overturned the banning and the restrictions were lifted. Burger's Daughter details a group of white anti-apartheid activists in South Africa seeking to overthrow the South African government. It is set in the mid-1970s, and follows the life of Rosa Burger, the title character, as she comes to terms with her father Lionel Burger's legacy as an activist in the South African Communist Party (SACP). The perspective shifts between Rosa's internal monologue (often directed towards her father or her lover Conrad), and the omniscient narrator. The novel is rooted in the history of the anti-apartheid struggle and references to actual events and people from that period, including Nelson Mandela and the 1976 Soweto uprising. Gordimer herself was involved in South African struggle politics, and she knew many of the activists, including Bram Fischer, Mandela's treason trial defence lawyer. She modelled the Burger family in the novel loosely on Fischer's family, and described Burger's Daughter as "a coded homage" to Fischer. While banned in South Africa, a copy of the book was smuggled into Mandela's prison cell on Robben Island, and he reported that he "thought well of it". The novel was generally well-received by critics. A reviewer for The New York Times said that Burger's Daughter is Gordimer's "most political and most moving novel", and a review in The New York Review of Books described the style of writing as "elegant", "fastidious" and belonging to a "cultivated upper class". A critic in The Hudson Review had mixed feelings about the book, saying that it "gives scarcely any pleasure in the reading but which one is pleased to have read nonetheless". Burger's Daughter won the Central News Agency Literary Award in 1980. ## Synopsis The novel begins in Johannesburg, South Africa in 1974 during apartheid. Rosa Burger is 26, and her father, Lionel Burger, a white Afrikaner anti-apartheid activist, has died in prison after serving three years of a life sentence for treason. When she was 14, her mother, Cathy Burger, also died in prison. Rosa had grown up in a family that actively supported the overthrow of the apartheid government, and the house they lived in opened its doors to anyone supporting the struggle, regardless of colour. Living with them was "Baasie" (little boss), a black boy Rosa's age the Burgers had "adopted" when his father had died in prison. Baasie and Rosa grew up as brother and sister. Rosa's parents were members of the outlawed South African Communist Party (SACP), and had been arrested several times when she was a child. When Rosa was nine, she was sent to stay with her father's family; Baasie was sent elsewhere, and she lost contact with him. With the Burger's house now empty, Rosa sells it and moves in with Conrad, a student who had befriended her during her father's trial. Conrad questions her about her role in the Burger family and asks why she always did what she was told. Later Rosa leaves Conrad and moves into a flat on her own and works as a physiotherapist. In 1975 Rosa attends a party of a friend in Soweto, and it is there that she hears a black university student dismissing all whites' help as irrelevant, saying that whites cannot know what blacks want, and that blacks will liberate themselves. Despite being labelled a Communist and under surveillance by the authorities, Rosa manages to get a passport, and flies to Nice in France to spend several months with Katya, her father's first wife. There she meets Bernard Chabalier, a visiting academic from Paris. They become lovers and he persuades her to return with him to Paris. Before joining Bernard in Paris, Rosa stays in a flat in London for several weeks. Now that she has no intention of honouring the agreement of her passport, which was to return to South Africa within a year, she openly introduces herself as Burger's daughter. This attracts the attention of the media and she attends several political events. At one such event, Rosa sees Baasie, but when she tries to talk to him, he starts criticising her for not knowing his real name (Zwelinzima Vulindlela). He says that there is nothing special about her father having died in prison as many black fathers have also died there, and adds that he does not need her help. Rosa is devastated by her childhood friend's hurtful remarks, and overcome with guilt, she abandons her plans of going into exile in France and returns to South Africa. Back home she resumes her job as a physiotherapist in Soweto. Then in June 1976 Soweto school children start protesting about their inferior education and being taught in Afrikaans. They go on a rampage, which includes killing white welfare workers. The police brutally put down the uprising, resulting in hundreds of deaths. In October 1977, many organisations and people critical of the white government are banned, and in November 1977 Rosa is detained. Her lawyer, who also represented her father, expects charges to be brought against her of furthering the aims of the banned SACP and African National Congress (ANC), and of aiding and abetting the students' revolt. ## Background In a 1980 interview, Gordimer stated that she was fascinated by the role of "white hard-core Leftists" in South Africa, and that she had long envisaged the idea for Burger's Daughter. Inspired by the work of Bram Fischer, she published an essay about him in 1961 entitled "Why Did Bram Fischer Choose to Go to Jail?" Fischer was the Afrikaner advocate and Communist who was Nelson Mandela's defence lawyer during his 1956 Treason Trial and his 1965 Rivonia Trial. As a friend of many of the activist families, including Fischer's, Gordimer knew these families' children were "politically groomed" for the struggle, and were taught that "the struggle came first" and they came second. She modelled the Burger family in the novel loosely on Fischer's family, and Lionel Burger on Fischer himself. While Gordimer never said the book was about Fischer, she did describe it as "a coded homage" to him. Before submitting the manuscript to her publisher, Gordimer gave it to Fischer's daughter, Ilse Wilson (née Fischer) to read, saying that, because of connections people might make to her family, she wanted her to see it first. When Wilson returned the manuscript to Gordimer, she told the writer, "You have captured the life that was ours." After Gordimer's death in July 2014, Wilson wrote that Gordimer "had the extraordinary ability to describe a situation and capture the lives of people she was not necessarily a part of." Gordimer's homage to Fischer extends to using excerpts from his writings and public statements in the book. Lionel Burger's treason trial speech from the dock is taken from the speech Fischer gave at his own trial in 1966. Fischer was the leader of the banned SACP who was given a life sentence for furthering the aims of communism and conspiracy to overthrow the government. Quoting people like Fischer was not permitted in South Africa. All Gordimer's quotes from banned sources in Burger's Daughter are unattributed, and also include writings of Joe Slovo, a member of the SACP and the outlawed ANC, and a pamphlet written and distributed by the Soweto Students Representative Council during the Soweto uprising. Gordimer herself became involved in South African struggle politics after the arrest of a friend, Bettie du Toit, in 1960 for trade unionist activities and being a member of the SACP. Just as Rosa Burger in the novel visits family in prison, so Gordimer visited her friend. Later in 1986, Gordimer gave evidence at the Delmas Treason Trial in support of 22 ANC members accused of treason. She was a member of the ANC while it was still an illegal organization in South Africa, and hid several ANC leaders in her own home to help them evade arrest by the security forces. The inspiration for Burger's Daughter came when Gordimer was waiting to visit a political detainee in prison, and amongst the other visitors she saw a school girl, the daughter of an activist she knew. She wondered what this child was thinking and what family obligations were making her stand there. The novel opens with the same scene: a 14-year-old Rosa Burger waiting outside a prison to visit her detained mother. Gordimer said that children like these, whose activist parents were frequently arrested and detained, periodically had to manage entire households on their own, and it must have changed their lives completely. She stated that it was these children who encouraged her to write the book. Burger's Daughter took Gordimer four years to write, starting from a handful of what she called "very scrappy notes", "half sentences" and "little snatches of dialogue". Collecting information for the novel was difficult because at the time little was known about South African communists. Gordimer relied on clandestine books and documents given to her by confidants, and her own experiences of living in South Africa. Once she got going, she said, writing the book became an "organic process". The Soweto riots in 1976 happened while she was working on the book, and she changed the plot to incorporate the uprising. Gordimer explained that "Rosa would have come back to South Africa; that was inevitable", but "[t]here would have been a different ending". During those four years she also wrote two non-fiction articles to take breaks from working on the novel. Gordimer remarked that, more than just a story about white communists in South Africa, Burger's Daughter is about "commitment" and what she as a writer does to "make sense of life". After Mandela and Fischer were sentenced in the mid-1960s, Gordimer considered going into exile, but she changed her mind and later recalled "I wouldn't be accepted as I was here, even in the worst times and even though I'm white". Just as Rosa struggles to find her place as a white in the anti-apartheid liberation movement, so did Gordimer. In an interview in 1980, she said that "when we have got beyond the apartheid situation—there's a tremendous problem for whites, unless whites are allowed in by blacks, and unless we can make out a case for our being accepted and we can forge a common culture together, whites are going to be marginal". ## Publication and banning Gordimer knew that Burger's Daughter would be banned in South Africa. After the book was published in London by Jonathan Cape in June 1979, copies were dispatched to South Africa, and on 5 July 1979 the book was banned from import and sale in South Africa. The reasons given by the Publications Control Board included "propagating Communist opinions", "creating a psychosis of revolution and rebellion", and "making several unbridled attacks against the authority entrusted with the maintenance of law and order and the safety of the state". In October 1979 the Publications Appeal Board, on the recommendation of a panel of literary experts and a state security specialist, overruled the banning of Burger's Daughter. The state security specialist reported the book posed no threat to the security of South Africa, and the literary experts had accused the censorship board "of bias, prejudice, and literary incompetence", and that "[i]t has not read accurately, it has severely distorted by quoting extensively out of context, it has not considered the work as a literary work deserves to be considered, and it has directly, and by implication, smeared the authoress [sic]." Notwithstanding the unbanning, the chairman of the Appeal Board told a press reporter, "Don't buy [the book]—it is not worth buying. Very badly written ... This is also why we eventually passed it." The Appeal Board described the book as "one-sided" in its attack on whites and the South African Government, and concluded, "As a result ... the effect of the book will be counterproductive rather than subversive." Gordimer's response to the novel's unbanning was, "I was indifferent to the opinions of the original censorship committee who neither read nor understood the book properly in the first place, and to those of the committee of literary experts who made this discovery, since both are part of the censorship system." She attributed the unbanning to her international stature and the "serious attention" the book had received abroad. A number of prominent authors and literary organisations had protested the banning, including Iris Murdoch, Heinrich Böll, Paul Theroux, John Fowles, Frank Kermode, The Association of American Publishers and International PEN. Gordimer objected to the unbanning of the book because she felt the government was trying placate her with "special treatment", and said that the same thing would not have happened had she been black. But she did describe the action as "something of a precedent for other writers" because in the book she had published a copy of an actual pamphlet written and distributed by students in the 1976 Soweto uprising, which the authorities had banned. She said that similar "transgressions" in the future would be difficult for the censors to clamp down on. While Burger's Daughter was still banned in South Africa, a copy was smuggled into Nelson Mandela's prison cell on Robben Island, and later a message was sent out saying that he had "thought well of it". Gordimer said, "That means more to me than any other opinion it could have gained." Mandela also requested a meeting with her, and she applied several times to visit him on the Island, but was declined each time. She was, however, at the prison gates waiting for him when he was released in 1990, and she was amongst the first he wanted to talk to. In 2007 Gordimer sent Mandela an inscribed copy of Burger's Daughter to "replace the 'imprisoned' copy", and in it she thanked him for his opinion of the book, and for "untiringly leading the struggle". ### What Happened to Burger's Daughter To voice her disapproval of the banning and unbanning of the book, Gordimer published What Happened to Burger's Daughter or How South African Censorship Works, a book of essays written by her and others. It was published in Johannesburg in 1980 by Taurus, a small underground publishing house established in the late-1970s to print anti-apartheid literature and other material South African publishers would avoid for fear of censorship. Its publications were generally distributed privately or sent to bookshops to be given to customers free to avoid attracting the attention of the South African authorities. What Happened to Burger's Daughter has two essays by Gordimer and one by University of the Witwatersrand law professor John Dugard. Gordimer's essays document the publication history and fate of Burger's Daughter, and respond to the Publications Control Board's reasons for banning the book. Dugard's essay examines censorship in South Africa within the country's legal framework. Also included in the book is the Director of Publications's communiqué stating its reasons for banning the book, and the reasons for lifting the ban three months later by the Publications Appeal Board. ## Publication history Burger's Daughter was first published in the United Kingdom, in hardcover, in June 1979 by Jonathan Cape, and October that year in the United States, also in hardcover, by Viking Press. The first paperback edition was published in the United Kingdom in November 1980 by Penguin Books. A unabridged 12-hour-51-minute audio cassette edition, narrated by Nadia May, was released in the United States in July 1993 by Blackstone Audio. Burger's Daughter has been translated into several other languages since its first publication in English in 1979: ## Style The narrative mode of Burger's Daughter alternates between Rosa Burger's internal monologues and the anonymous narrator, whom Gordimer calls "Rosa's conscious analysis, her reasoning approach to her life and to this country, and ... my exploration as a writer of what she doesn't know even when she thinks she's finding out". Abdul R. JanMohamed, professor of English and African American Literature at Emory University, calls this change of perspective a "stylistic bifurcation", which allows the reader to see Rosa from different points of view, rendering her a complex character who is full of contradictions. The two narratives, the subjective and the objective viewpoints, complement each other. JanMohamed explains that while the objective, third-person narrative is factual and neutral, the subjective first-person narrative, Rosa's voice, is intense and personal. Rosa's monologues are directed towards Conrad, her lover, in the first part of the story, her father's former wife, Katya, while Rosa is in France, and her father after she returns to South Africa. Because her imagined audience is always sympathetic and never questions her, Rosa's confessions are honest and open. According to academic Robin Ellen Visel, Rosa is a complicated person, with roles thrust on her by her parents, which suppresses her own goals and desires. Gordimer explained how she constructed the book's narrative structure to convey this struggle and explain Rosa: "[T]he idea came to me of Rosa questioning herself as others see her and whether what they see is what she really is. And that developed into another stylistic question—if you're going to tell the book in the first person, to whom are you talking?" This led to Gordimer creating Conrad and Katya for Rosa to use as sounding boards to question and explain herself. Irene Kacandes, professor of German Studies and Comparative Literature at Dartmouth College, calls Rosa's internal monologues apostrophes, or "intrapsychic witnessing", in which "a character witnesses to the self about the character's own experience". Kacandes points out that Rosa believes she would not be able to internalise anything if she knew someone was listening. In an apostrophe addressed to Conrad, Rosa remarks, "If you knew I was talking to you I wouldn't be able to talk". But because Rosa is not vocalising her monologues, no one can hear her, and she is able to proceed with her self-analysis unhindered. Kacandes says "Rosa imagines an interlocutor and then occupies that place herself." Gordimer uses quotation dashes to punctuate her dialogue in Burger's Daughter instead of traditional quotation marks. She told an interviewer in 1980 that readers have complained that this sometimes makes it difficult to identify the speaker, but she added "I don't care. I simply cannot stand he-said/she-said anymore. And if I can't make readers know who’s speaking from the tone of voice, the turns of phrase, well, then I've failed." > > Sometimes he was not asleep when he appeared to be. —What was your song?— > > —Song?— Squatting on the floor cleaning up crumbs of bark and broken leaf. > > —You were singing.— > > —What? Was I?— She had filled a dented Benares brass pot with loquat branches. > > —For the joy of living.— > > She looked to see if he were making fun of her. —I didn't know.— > > —But you never doubted it for a moment. Your family.— > > She did not turn to him that profile of privacy with which he was used to meeting. —Suppose not.— > > > > > > : : : : : : : —Conversation between Rosa and Conrad after her father had died, Burger's Daughter, page 41 Visel says that the use of dashes for dialogue "conveys the sense of conversation set within the flow of memory" and "is congruent with the sense of Rosa speaking essentially to herself, speakers and listeners in her conversations being dead or unreachable." ## Genre Some commentators have classified Burger's Daughter as a political and historical novel. In their book Socialist Cultures East and West: A Post-Cold War Reassessment, M. Keith Booker and Dubravka Juraga call Gordimer's work one of the "representative examples of African historical novels", saying that it is an "intense engagement with the history of apartheid in South Africa". Academic Robert Boyers calls it "one of the best political novels of our period", and an historical novel because of its "retrospective homage to generations past". Gordimer herself described Burger's Daughter as "an historical critique", and a political novel, which she defines as a work that "explicates the effects of politics on human lives and, unlike a political tract, does not propagate an ideology". Visel calls the novel "fictionalised history" that shadows the history of anti-apartheid activism in South Africa, from 1946 and the African Mine Workers' Strike (Lionel and Cathy's marriage), to 1977 and the clampdown on dissidents (Rosa's detention). Other notable events include the coming to power of the National Party in 1948 (Rosa's year of birth), the Treason Trial of Nelson Mandela and others in 1956, the Sharpeville massacre in 1960, and the Soweto uprising in 1976 (Rosa's return to South Africa). Dominic Head writes in his book Nadine Gordimer that in Burger's Daughter "the life of ... Rosa ... runs in parallel with the history of modern South Africa". Several critics have called Burger's Daughter a Bildungsroman, or coming-of-age story, although not the traditional ones which, according to Susan Gardner in her essay "Still Waiting for the Great Feminist Novel", are dominated by male protagonists. While Gordimer was not a feminist author and Burger's Daughter is not a feminist novel, Gardner suggests that the book has "a discernible woman-concerned subtext", making it "impossible for feminists to dismiss or ignore". She says it has "a potential feminist awareness" that is "obscured by more conventional patriarchal writing codes". Yelin writes that after the death of Rosa's mother, the statement "Already she had taken on her mother's role in the household, giving loving support to her father" illustrates "the continuing hegemony of bourgeois-patriarchal ideology" in the novel. Yelin suggests that this inconsistency is responsible for Rosa's struggle, the "contradiction between feminism (Rosa's liberation as a woman) and the struggle for justice in South Africa". ## Themes Gordimer says Rosa's role in society is imprinted on her from a young age by her activist parents, and she grows up in the shadow of her father's political legacy. Scholar Carol P. Marsh-Lockett writes that everyone sees Rosa as Lionel Burger's daughter with duties and responsibilities to her father, and not Rosa the individual. In fulfilling these expectations, she denies herself an identity of her own. JanMohamed says it is only when Conrad encourages her to look beyond her self-sacrifices that Rosa starts examining the conflicts in her life, namely her commitment to help others versus her desire for a private life. In an attempt to resolve these conflicts, Rosa contemplates turning to blacks, but she is wary of this because, according to the book's anonymous narrator, white South Africans tend to use blacks as a way "of perceiving sensual redemption, as romantics do, or of perceiving fears, as racialists do". JanMohamed notes that Rosa's father was a romantic who established genuine friendships with blacks to overcome his "sensual redemption", but she is unsure of where she stands. Visel says that Rosa's only way to free herself from these commitments to her family and the revolution is to "defect" and go to France. John Cooke, in his essay "Leaving the Mother's House", notes that "By putting her defection in such stark terms, Gordimer makes her strongest statement of the need, whatever the consequence, of a child to claim a life of her own". Many of Gordimer's works have explored the impact of apartheid on individuals in South Africa. Journalist and novelist George Packer writes that, as in several of her novels, a theme in Burger's Daughter is of racially divided societies in which well-meaning whites unexpectedly encounter a side of black life they did not know about. Literary critic Carolyn Turgeon says that while Lionel was able to work with black activists in the ANC, Rosa discovers that with the rise of the Black Consciousness Movement, many young blacks tend to view white liberals as irrelevant in their struggle for liberation. Rosa witnesses this first hand listening to the black university student in Soweto (Duma Dhladhla) and, later, in London, her childhood friend "Baasie" (Zwelinzima Vulindlela), who both dismiss her father as unimportant. Author and academic Louise Yelin says that Gordimer's novels often feature white South Africans opposed to apartheid and racism who try to find their place in a multiracial society. Gordimer suggested options for whites in a 1959 essay "Where Do Whites Fit In?", but the rise of Black Consciousness in the 1970s questioned whites' involvement in the liberation struggle. Stephen Clingman has suggested in The Novels of Nadine Gordimer: History from the Inside that Burger's Daughter is Gordimer's response to the Black Consciousness Movement and an investigation into a "role for whites in the context of Soweto and after". Gordimer wrote in an essay in What Happened to Burger's Daughter that "The theme of my novel is human conflict between the desire to live a personal, private life, and the rival claim of social responsibility to one's fellow men". Dominic Head says that Gordimer's novels often experiment with the relation of "public and private realms", and that Burger's Daughter "represents one of the peaks in this experimentation". Boyers notes that the theme of "public and private", and the relation between them, is balanced in the book "so as to privilege neither one not the other". According to Packer, another common theme in Gordimer's novels is the choices ordinary people who live in oppressive regimes are forced to make. Literary critics Turgeon and Carli Coetzee explain that when she realises that whites are not always welcome in the anti-apartheid liberation movements, Rosa repudiates her father's struggle and leaves the country. Marsh-Lockett says that part of Rosa's struggle is forging her own identity, and this decision to rebel against her dead father is a bold step, although she does return later to South Africa to become a committed activist and ultimately a political prisoner. But, according to Coetzee, what Rosa achieves is what her father never could: to have a life of her own while still remaining politically committed. ## Reception Burger's Daughter was generally well-received by critics. Anthony Sampson, a British writer, journalist and former editor of Drum, a magazine in Johannesburg in the 1950s, wrote in The New York Times that this is Gordimer's "most political and most moving novel". He said that its "political authenticity" set in the "historical background of real people" makes it "harshly realistic", and added that the blending of people, landscapes and politics remind one of the great Russian pre-revolutionary novels. In The New York Review of Books, Irish politician, writer and historian Conor Cruise O'Brien compared Gordimer's writing to that of Russian novelist Ivan Turgenev, and described Burger's Daughter as "elegant" and "fastidious" and belonging to a "cultivated upper class". He said this style is not at odds with the subject matter of the story because Rosa Burger, daughter of a revolutionary, believes herself to be an "aristocrat of the revolution". Tess Lemmon writing in the New Internationalist magazine called Burger's Daughter "arguably [Gordimer's] best novel", and complimented her on her characterisation, attention to detail, and ability to blend "the personal and the political". Lemmon noted that the book's "subtle, lyrical writing" brings the reader into the characters' minds, which "is an enlivening but uncomfortable place to be". In a review of Gordimer's 1980 story collection, A Soldier's Embrace in The New York Times Book Review, American novelist and critic A. G. Mojtabai stated that despite the troubled times Gordimer lived through at the time she wrote Burger's Daughter, she remained "subdued" and "sober", and even though she "scarcely raise[d] her voice", it still "reverberate[d] over a full range of emotion". In a review of the book in World Literature Today, Sheila Roberts said that Gordimer's mixture of first- and third-person narrative is "an interesting device" which is "superbly handled" by the author. She commented that it allows the reader to get inside Rosa, and then step back and observe her from a distance. Roberts described Gordimer's handling of Rosa's predicament, continuing the role her father had given her versus abandoning the struggle and finding herself, as "extremely moving and memorable". In The Sewanee Review Bruce King wrote that Burger's Daughter is a "large, richly complex, densely textured novel". He said that it "fill[s] with unresolvable ironies and complications" as Gordimer explores the dilemmas faced by her characters in the South African political landscape. American writer Joseph Epstein had mixed feelings about the book. He wrote in The Hudson Review that it is a novel that "gives scarcely any pleasure in the reading but which one is pleased to have read nonetheless". Epstein complained about it being "a mighty slow read" with "off the mark" descriptions and "stylistic infelicities". He felt that big subjects sometimes "relieve a novelist of the burdens of nicety of style". Epstein said that reading the book is like "looking at a mosaic very close up, tile by tile", and that the big picture only emerges near the end. But he complimented Gordimer on the way in which she unravels Rosa's fate, saying that it is "a tribute to her art". ## Honours and awards Despite being banned in South Africa, Burger's Daughter won the 1980 Central News Agency (CNA) Literary Award, a prominent literary award in that country. In 1991 Gordimer was awarded the Nobel Prize in Literature for her works of "intense immediacy" and "extremely complicated personal and social relationships in her environment". During the award ceremony speech by Sture Allén, Permanent Secretary of the Swedish Academy, Burger's Daughter was cited as one of Gordimer's novels in which "artistry and morality fuse". In 2001 the novel was named one of South Africa's top 10 books in The Guardian in the United Kingdom by author Gillian Slovo, daughter of South African anti-apartheid activists Joe Slovo and Ruth First. Following Gordimer's death in 2014, The Guardian and Time magazine put Burger's Daughter in their list of the top five Gordimer books. Indian writer Neel Mukherjee included Burger's Daughter in his 2015 "top 10 books about revolutionaries", also published in The Guardian. ## See also - Apartheid in popular culture - List of books banned by governments
682,973
Tabanidae
1,172,022,850
Family of insects
[ "Extant Late Jurassic first appearances", "Flies and humans", "Insects in culture", "Tabanidae" ]
Horse-flies and deer flies are true flies in the family Tabanidae in the insect order Diptera. The adults are often large and agile in flight. Only female horseflies bite land vertebrates, including humans, to obtain blood. They prefer to fly in sunlight, avoiding dark and shady areas, and are inactive at night. They are found all over the world except for some islands and the polar regions (Hawaii, Greenland, Iceland). Both horse-flies and botflies (Oestridae) are sometimes referred to as gadflies. Adult horse-flies feed on nectar and plant exudates; the males have weak mouthparts and only the females bite animals to obtain enough protein from blood to produce eggs. The mouthparts of females are formed into a stout stabbing organ with two pairs of sharp cutting blades, and a spongelike part used to lap up the blood that flows from the wound. The larvae are predaceous and grow in semiaquatic habitats. Female horse-flies can transfer blood-borne diseases from one animal to another through their feeding habit. In areas where diseases occur, they have been known to carry equine infectious anaemia virus, some trypanosomes, the filarial worm Loa loa, anthrax among cattle and sheep, and tularemia. They can reduce growth rates in cattle and lower the milk output of cows if suitable shelters are not provided. Horse-flies have appeared in literature since Aeschylus in Ancient Greece mentioned them driving people to "madness" through their persistent pursuit. ## Common names Tabanidae are known by a large number of common names. The subfamily Chrysopsinae is known as deer flies, perhaps because of their abundance on moorland where deer roam, and buffalo-flies, moose-flies and elephant-flies emanate from other parts of the world where these animals are found. Horse fly refers primarily to Tabaninae that are typically larger, stouter and lack the banded wings deer flies have. Other common names include tabanids, gadflies, green-headed flies, and green flies. The word "Tabanus" was first recorded by Pliny the Younger and has survived as the generic name. In general, country folk did not distinguish between the various biting insects that irritated their cattle and called them all "gad-flies", from the word "gad" meaning a spike. Other common names include "cleg[g]", "gleg" or "clag", which come from Old Norse and may have originated from the Vikings. Other names such as "stouts" refer to the wide bodies of the insects and "dun-flies" to their sombre colouring. In Australia and the UK they are also known as March flies, a name used in other Anglophonic countries to refer to the non-bloodsucking Bibionidae. ## Description Adult tabanids are large flies with prominent compound eyes, short antennae composed of three segments, and wide bodies. In females, the eyes are widely separated but in males, they are almost touching; they are often patterned and brightly coloured in life but appear dull in preserved specimens. The terminal segment of the antennae is pointed and is annulated, appearing to be made up of several tapering rings. There are no hairs or arista arising from the antennae. Both head and thorax are clad in short hairs, but no bristles are on the body. The membranous forewings are clear, uniformly shaded grey or brown, or patterned in some species; they have a basal lobe (or calypter) that covers the modified knob-like hindwings or halteres. The tips of the legs have two lobes on the sides (pulvilli) and a central lobe or empodium in addition to two claws that enable them to grip surfaces. Species recognition is based on details of head structures (antennae, frons, and maxillae), the wing venation and the body patterning; minute variations of surface structure cause subtle alterations of the overlying hairs which alters the appearance of the body. Tabanid species range from medium-sized to very large, robust insects. Most have a body length between 5 and 25 mm (0.2 and 1.0 in), with the largest having a wingspan of 60 mm (2.4 in). Deer flies in the genus Chrysops are up to 10 mm (0.4 in) long, have yellow to black bodies and striped abdomens, and membranous wings with dark patches. Horse-flies (genus Tabanus) are larger, up to 25 mm (1 in) in length and are mostly dark brown or black, with dark eyes, often with a metallic sheen. Yellow flies (genus Diachlorus) are similar in shape to deer flies, but have yellowish bodies and the eyes are purplish-black with a green sheen. Some species in the subfamily Pangoniinae have an exceptionally long proboscis (tubular mouthpart). The larvae are long and cylindrical or spindle-shaped with small heads and 12 body segments. They have rings of tubercles (warty outgrowths) known as pseudopods around the segments, and also bands of short setae (bristles). The posterior tip of each larva has a breathing siphon and a bulbous area known as Graber's organ. The outlines of the adult insect's head and wings are visible through the pupa, which has seven moveable abdominal segments, all except the front one of which bears a band of setae. The posterior end of the pupa bears a group of spine-like tubercles. Some species, such as deer flies and the Australian March flies, are known for being extremely noisy during flight, though clegs, for example, fly quietly and bite with little warning. Tabanids are agile fliers; Hybomitra species have been observed to perform aerial manoeuvres similar to those performed by fighter jets, such as the Immelmann turn. Horseflies can lay claim to being the fastest flying insects; the male Hybomitra hinei wrighti has been recorded reaching speeds of up to 145 kilometres per hour (90 mph) when pursuing a female. ## Distribution and habitat Tabanids are found worldwide, except for the polar regions, but they are absent from some islands such as Greenland, Iceland, and Hawaii. The genera Tabanus, Chrysops, and Haematopota all occur in temperate, subtropical, and tropical locations, but Haematopota is absent from Australia and South America. They mostly occur in warm areas with suitable moist locations for breeding, but also occupy a wide range of habitats from deserts to alpine meadows. They are found from sea level to at least 3,300 m (10,800 ft). ## Evolution and taxonomy The oldest records of the family come from the Early Cretaceous, with the oldest record being Eotabanoid, known from wings found in the Berriasian (145–140 million years ago) Purbeck Group of England. Although the bloodsucking habit is associated with a long proboscis, a fossil insect that has elongated mouthparts is not necessarily a bloodsucker, as it may instead have fed on nectar. The ancestral tabanids may have co-evolved with the angiosperm plants on which they fed. With a necessity for high-protein food for egg production, the diet of early tabanomorphs was probably predatory, and from this, the bloodsucking habit may have evolved. In the Santana Formation in Brazil, no mammals have been found, so the fossil tabanids found there likely fed on reptiles. Cold bloodsucking probably preceded warm bloodsucking, but some dinosaurs are postulated to have been warm-blooded and may have been early hosts for the horse-flies. The Tabanidae are true flies and members of the insect order Diptera. With the families Athericidae, Pelecorhynchidae and Oreoleptidae, Tabanidae are classified in the superfamily Tabanoidea. Along with the Rhagionoidea, this superfamily makes up the infraorder Tabanomorpha. Tabanoid families seem to be united by the presence of a venom canal in the mandible of the larvae. Worldwide, about 4,455 species of Tabanidae have been described, over 1,300 of them in the genus Tabanus. Tabanid identification is based mostly on adult morphological characters of the head, wing venation, and sometimes the last abdominal segment. The genitalia are very simple and do not provide clear species differentiation as in many other insect groups. In the past, most taxonomic treatments considered the family to be composed of three subfamilies: Pangoniinae (tribes Pangoniini, Philolichini, Scionini), Chrysopsinae (tribes Bouvieromyiini, Chrysopsini, Rhinomyzini), and Tabaninae (tribes Diachlorini, Haematopotini, Tabanini). Some treatments increased this to five subfamilies, adding the subfamily Adersiinae, with the single genus Adersia, and the subfamily Scepcidinae, with the two genera Braunsiomyia and Scepsis.A 2015 study by Morita et al. using nucleotide data, aimed to clarify the phylogeny of the Tabanidae and supports three subfamilies. The subfamilies Pangoniinae and Tabaninae were shown to be monophyletic. The tribes Philolichini, Chrysopsini, Rhinomyzini, and Haematopotini were found to be monophyletic, with the Scionini also being monophyletic apart from the difficult-to-place genus Goniops. Adersia was recovered within the Pangoniini as were the genera previously placed in the Scepcidinae, and Mycteromyia and Goniops were recovered within the Chrysopsini. The Tabaninae lack ocelli (simple eyes) and have no spurs on the tips of their hind tibiae. In the Pangoniinae, ocelli are present and the antennal flagellum (whip-like structure) usually has eight annuli (or rings). In the Chrysopsinae, the antennal flagellum has a basal plate and the flagellum has four annuli. Females have a shining callus on the frons (front of the head between the eyes). The Adersiinae have a divided tergite on the ninth abdominal segment, and the Scepsidinae have highly reduced mouthparts. Members of the family Pelecorhynchidae were initially included in the Tabanidae and moved into the Rhagionidae before being elevated into a separate family. The infraorder Tabanomorpha shares the blood-feeding habit as a common primitive characteristic, although this is restricted to the female. Two well-known genera are the common horse-flies, Tabanus, named by Swedish taxonomist Carl Linnaeus in 1758, and the deer flies, Chrysops, named by the German entomologist Johann Wilhelm Meigen in 1802. Meigen did pioneering research on flies and was the author of Die Fliegen (The Flies); he gave the name Haematopota, meaning "blood-drinker", to another common genus of horse-flies. ## Biology ### Diet and biting behavior Adult tabanids feed on nectar and plant exudates, and some are important pollinators of certain specialised flowers; several South African and Asian species in the Pangoniinae have spectacularly long probosces adapted for the extraction of nectar from flowers with long, narrow corolla tubes, such as Lapeirousia, and certain Pelargonium. Both males and females engage in nectar-feeding, but females of most species are anautogenous, meaning they require a blood meal before they are able to reproduce effectively. To obtain the blood, the females, but not the males, bite animals, including humans. The female needs about six days to fully digest her blood meal and after that, she needs to find another host. The flies seem to be attracted to a potential victim by its movement, warmth, and surface texture, and by the carbon dioxide it breathes out. The flies mainly choose large mammals such as cattle, horses, camels, and deer, but few are species-specific. They have also been observed feeding on smaller mammals, birds, lizards, and turtles, and even on animals that have recently died. Unlike many biting insects such as mosquitoes, whose biting mechanism and saliva allow a bite not noticed by the host at the time, bites from tabanids are immediately irritating to the victim, so that they are often brushed off, and may have to visit multiple hosts to obtain sufficient blood. This behaviour means that they may carry disease-causing organisms from one host to another. Large animals and livestock are generally powerless to dislodge the fly, so there is no selective advantage for the flies to evolve a less immediately painful bite. The mouthparts of females are of the usual dipteran form and consist of a bundle of six chitinous stylets that, together with a fold of the fleshy labium, form the proboscis. On either side of these are two maxillary palps. When the insect lands on an animal, it grips the surface with its clawed feet, the labium is retracted, the head is thrust downwards and the stylets slice into the flesh. Some of these have sawing edges and muscles can move them from side-to-side to enlarge the wound. Saliva containing anticoagulant is injected into the wound to prevent clotting. The blood that flows from the wound is lapped up by another mouthpart which functions as a sponge. Bites can be painful for a day or more; fly saliva may provoke allergic reactions such as hives and difficulty with breathing. Tabanid bites can make life outdoors unpleasant for humans, and can reduce milk output in cattle. They are attracted by polarized reflections from water, making them a particular nuisance near swimming pools. Since tabanids prefer to be in sunshine, they normally avoid shaded places such as barns, and are inactive at night. Attack patterns vary with species; clegs fly silently and prefer to bite humans on the wrist or bare leg; large species of Tabanus buzz loudly, fly low, and bite ankles, legs, or backs of knees; Chrysops flies somewhat higher, bites the back of the neck, and has a high buzzing note. The striped hides of zebras may have evolved to reduce their attractiveness to horse-flies and tsetse flies. The closer together the stripes, the fewer flies are visually attracted; the zebra's legs have particularly fine striping, and this is the shaded part of the body that is most likely to be bitten in other, unstriped equids. More recent research by the same lead author shows that the stripes were no less attractive to tabanids, but they merely touched—and could not make a controlled landing to bite. This suggests that a function of the stripes was interfering with optic flow. This does not preclude the possible use of stripes for other purposes such as signaling or camouflage. Another disruptive mechanism may also be in play, however: a study comparing horse-fly behaviour when approaching horses wearing either striped or check-patterned rugs, when compared with plain rugs, found that both patterns were equally effective in deterring the insects. ### Reproduction Mating often occurs in swarms, generally at landmarks such as hilltops. The season, time of day, and type of landmark used for mating swarms are specific to particular species. Eggs are laid on stones or vegetation near water, in clusters of up to 1000, especially on emergent water plants. The eggs are white at first but darken with age. They hatch after about six days, with the emerging larvae using a special hatching spike to open the egg case. The larvae fall into the water or onto the moist ground below. Chrysops species develop in particularly wet locations, while Tabanus species prefer drier places. The larvae are legless grubs, tapering at both ends. They have small heads and 11 or 13 segments and moult six to 13 times over the course of a year or more. In temperate species, the larvae have a quiescent period during winter (diapause), while tropical species breed several times a year. In the majority of species, they are white, but in some, they are greenish or brownish, and they often have dark bands on each segment. A respiratory siphon at the hind end allows the larvae to obtain air when submerged in water. Larvae of nearly all species are carnivorous, often cannibalistic in captivity, and consume worms, insect larvae, and arthropods. The larvae may be parasitized by nematodes, flies of the families Bombyliidae and Tachinidae, and Hymenoptera in the family Pteromalidae. When fully developed, the larvae move into drier soil near the surface of the ground to pupate. In dry places a "remarkable" adaptation was discovered in the 1920s by W.A. Lamborn in Malawi (then Nyasaland). The larvae were discovered to tunnel in a spiral motion while the mud was still wet and plastic, forming a partitioned cylinder in the center of which the larva settled to pupate after closing the entrance; this adaption protects the pupae against mudcracks when the mud dries up, as a spreading crack would change direction when it hit the wall of the cylinder. The pupae are brown and glossy, rounded at the head end, and tapering at the other end. Wing and limb buds can be seen and each abdominal segment is fringed with short spines. After about two weeks, metamorphosis is complete, the pupal case splits along the thorax, and the adult fly emerges. Males usually appear first, but when both sexes have emerged, mating takes place, courtship starting in the air and finishing on the ground. The female needs to feed on blood before depositing her egg mass. ### Predators and parasites Eggs are often attacked by tiny parasitic wasps, and the larvae are consumed by birds, as well as being paratised by tachinid flies, fungi, and nematodes. Adults are eaten by generalized predators such as birds, and some specialist predators, such as the horse guard wasp (a bembicinid wasp), also preferentially attack horse-flies, catching them to provision their nests. ### As disease vectors Tabanids are known vectors for some blood-borne bacterial, viral, protozoan, and worm diseases of mammals, such as the equine infectious anaemia virus and various species of Trypanosoma which cause diseases in animals and humans. Species of the genus Chrysops transmit the parasitic filarial worm Loa loa between humans, and tabanids are known to transmit anthrax among cattle and sheep, and tularemia between rabbits and humans. Blood loss is a common problem in some animals when large flies are abundant. Some animals have been known to lose up to 300 ml (11 imp fl oz; 10 US fl oz) of blood in a single day to tabanid flies, a loss which can weaken or even kill them. Anecdotal reports of bites leading to fatal anaphylaxis in humans have been made, an extremely rare occurrence. ### Management Control of tabanid flies is difficult. Malaise traps are most often used to capture them, and these can be modified with the use of baits and attractants that include carbon dioxide or octenol. A dark shiny ball suspended below them that moves in the breeze can also attract them and forms a key part of a modified "Manitoba trap" that is used most often for trapping and sampling the Tabanidae. Cattle can be treated with pour-on pyrethroids which may repel the flies, and fitting them with insecticide-impregnated eartags or collars has had some success in killing the insects. ## Bites Tabanid bites can be painful to humans. Usually, a weal (raised area of skin) occurs around the site; other symptoms may include urticaria (a rash), dizziness, weakness, wheezing, and angioedema (a temporary itchy, pink or red swelling occurring around the eyes or lips). A few people experience an allergic reaction. The National Health Service of the United Kingdom recommends that the site of the bite should be washed and a cold compress applied. Scratching the wound should be avoided at all times and an antihistamine preparation can be applied. In most cases, the symptoms subside within a few hours, but if the wound becomes infected, medical advice should be sought. ## In literature <div class="thumb tmulti tleft"> <div class="thumbinner multiimageinner" style="width:292px;max-width:292px"> <div class="trow" style="display:flex"> <div class="thumbcaption"> <span style="font-family:Sans-serif;font-size:100%;color:black;background-color:transparent;;">Left: Johann Wilhelm Meigen's Europäischen Zweiflügeligen 1790, Plate CXCIV. Nos 7, 8 and 9 are Haematopota horse-flies, H. crassicornis, H. grandis, and H. pluvialis, respectively. Right: Thomas Muffett described the horse-fly in his 1634 book Theatre of Insects.</span> </div> </div> </div> </div> In Prometheus Bound, which is attributed to the Athenian tragic playwright Aeschylus, a gadfly sent by Zeus's wife Hera pursues and torments his mistress Io, who has been transformed into a cow and is watched constantly by the hundred eyes of the herdsman Argus: "Io: Ah! Hah! Again the prick, the stab of gadfly-sting! O earth, earth, hide, the hollow shape—Argus—that evil thing—the hundred-eyed." William Shakespeare, inspired by Aeschylus, has Tom o' Bedlam in King Lear, "Whom the foul fiend hath led through fire and through flame, through ford and whirlpool, o'er bog and quagmire", driven mad by the constant pursuit. In Antony and Cleopatra, Shakespeare likens Cleopatra's hasty departure from the Actium battlefield to that of a cow chased by a gadfly: "The breeze [gadfly] upon her, like a cow in June / hoists sail and flies", where "June" may allude not only to the month but also to the goddess Juno, who torments Io, and the cow in turn may allude to Io, who is changed into a cow in Ovid's Metamorphoses. The physician and naturalist Thomas Muffet wrote that the horse-fly "carries before him a very hard, stiff, and well-compacted sting, with which he strikes through the Oxe his hide; he is in fashion like a great Fly, and forces the beasts for fear of him only to stand up to the belly in water, or else to betake themselves to wood sides, cool shades, and places where the wind blows through." The "Blue Tail Fly" in the eponymous song was probably the mourning horsefly (Tabanus atratus''), a tabanid with a blue-black abdomen common to the southeastern United States. Paul Muldoon’s chapbook Binge contains a poem "Clegs and Midges" which uses gadflies, real and metaphoric, "cleg" being a British term for the horse-fly. In Norse mythology Loki took the form of a gadfly to hinder Brokkr during the manufacture of the hammer Mjölnir, weapon of Thor (Hammer of Thor). ## See also - List of soldierflies and allies of Great Britain - Use of DNA in forensic entomology
27,867,434
Pipistrellus raceyi
1,147,200,924
Species of bat from Madagascar
[ "Bats of Africa", "Mammals described in 2006", "Mammals of Madagascar", "Pipistrellus" ]
Pipistrellus raceyi, also known as Racey's pipistrelle, is a bat from Madagascar, in the genus Pipistrellus. Although unidentified species of Pipistrellus had been previously reported from Madagascar since the 1990s, P. raceyi was not formally named until 2006. It is apparently most closely related to the Asian species P. endoi, P. paterculus, and P. abramus, and its ancestors probably reached Madagascar from Asia. P. raceyi has been recorded at four sites, two in the eastern and two in the western lowlands. In the east, it is found in open areas and has been found roosting in a building; in the west it occurs in dry forest. Because of uncertainties about its ecology, it is listed as "Data Deficient" on the IUCN Red List. With a forearm length of 28.0 to 31.2 mm (1.10 to 1.23 in), Pipistrellus raceyi is small to medium-sized for a species of Pipistrellus. The body is reddish above and yellow-brown below. The wings are dark and the feet are small. Males have a long penis and baculum (penis bone), which is somewhat similar to those of P. endoi, P. abramus and P. paterculus. In the skull, the rostrum (front part) is less flat than in related species and the supraorbital ridges (above the eyes) are prominent. The fourth upper premolar does not touch the upper canine and the second lower premolar is well-developed. ## Taxonomy Since they were first recorded in 1905, when Thomas and Schwann described the species Vespertilio matroka (currently Neoromicia matroka), the classification and status of small vespertilionid bats ("pipistrelles") from Madagascar have remained unclear. Although several species were recorded, they remained little known. A species of the genus Pipistrellus with affinities to Oriental (southeastern Asian) species was first recorded in 1995, and several later authors recorded one or more unidentified Pipistrellus species. In 2006, Paul Bates and colleagues reported on a collection of 44 Malagasy "pipistrelles" received by the Harrison Institute, which included several species new to Madagascar, as well as a single species new to science. This species, a member of Pipistrellus, was described as Pipistrellus raceyi. In a 2007 article, Steven Goodman mentioned it as part of a flurry of new bat species from Madagascar; the number of species increased from 27 in 1995 to 37 in 2007. The specific name, raceyi, honors bat researcher Paul Racey and the describers suggested the common name "Racey's pipistrelle bat". P. raceyi closely resembles the Asian species P. endoi, P. paterculus, and P. abramus, and Bates and colleagues hypothesized that it may be related to these species. If this is true, the ancestors of P. raceyi presumably reached Madagascar from Asia, not from Africa like most of the island's bat fauna. P. raceyi shares this distinction with a few other Malagasy bats: the large fruit bat Pteropus rufus and both species of the small insectivorous bat Emballonura recorded on Madagascar. ## Description Pipistrellus raceyi is a small to medium-sized pipistrelle. It is long-furred and the body is reddish above, with the head a trifle darker, and yellowish-brown below. The glandular swellings on the muzzle, next to the nose, are hairless. The dark, short, round ears bear three to five ridges. The crescent-shaped tragus (a projection on the inner side of the outer ear) is about half as long as the ear and contains a slight constriction on the back side of its base. The wings are dark. The third through fifth metacarpals (hand bones) are about equally long, but the first phalange (finger bone) on the third finger is short. P. endoi has a longer first phalange on the third metacarpal. P. raceyi has short tibiae (lower leg bones) and small feet and the tail is shorter than the head and body. Forearm length is 28.0 to 31.2 mm (1.10 to 1.23 in), tail length is 22.9 to 30.3 mm (0.90 to 1.19 in), hindfoot length is 5.3 to 7.5 mm (0.21 to 0.30 in), and ear length is 7.5 to 10.6 mm (0.30 to 0.42 in) in 13 measured specimens. Females average slightly larger than males. Males have a long, straight penis with a notch between the shaft and the narrow, egg-shaped glans penis. Near the top, the penis is haired, but the base is almost naked. In the baculum (penis bone), the shaft is long and narrow and slightly curved. The length of the penis and baculum distinguish P. raceyi from all comparably sized African and Malagasy vespertilionids. P. endoi, P. paterculus, and P. abramus have more similar bacula, but that of P. abramus is more curved, the shaft and the tip are more robust in P. paterculus, and the proximal (near) end is more robust in P. endoi. In males, penis length is 9.6 to 11.8 mm (0.38 to 0.46 in) and baculum length is 8.8 to 10.0 mm (0.35 to 0.39 in). In the skull, there is a well-defined lowered area in the middle of the rostrum (front part), which nearly touches the back margin of the large, V-shaped nasal aperture (opening for the nose). Next to the aperture are two elevated areas, above the incisors. The zygomatic arches (cheekbones) are slender. The supraorbital ridges (located above the eyes) are well-developed. P. abramus, P. endoi, and P. paterculus have a flatter rostrum and less prominent supraorbital ridges. The braincase is of average size and bears a poorly developed sagittal crest on its roof. The supraoccipital, the backmost part of the skull, is convex. The sides of the concave palate are about parallel. The dental formula is (two incisors, one canine, two premolars, and three molars in the upper jaw, and three incisors, one canine, two premolars, and three molars in the lower jaw). Because the ancestors of P. raceyi lost the first upper incisor and first and third upper and lower premolars, the upper incisors are designated I2 and I3 and the premolars are designated P2 and P4 (uppers) and p2 and p4 (lowers). I2 has a well-developed second cusp in addition to the main cusp and I3 about reaches the height of the second cusp of I2. The stout upper canine bears a single cusp. P2 is prominent and is displaced slightly towards the inner side of the toothrow. P4 does not contact the canine. The first and second upper molar (M1 and M2) are about equally large, but M3 is smaller. Each of the lower incisors bears three cusps and the third (i3) may touch the lower canine (c1). The latter tooth has a second cusp, which reaches higher than i3. The p2 touches the back of c1 and attains between 59-100% the crown area of p4. The first two lower molars (m1 and m2) have the back group of cusps (talonid) larger than the front one (trigonid), and m3 is again smaller. ## Distribution, ecology, and behavior Pipistrellus raceyi is known from four places on Madagascar, all below 80 m (260 ft) altitude, of which two are on the west and two on the east side of the island. Among the eastern collection sites, Kianjavato is a rural town surrounded by farmland and secondary forests, where P. raceyi were collected while leaving a hollow in the concrete wall of a house and in a mistnet over a river, and Tampolo is in a heavily disturbed agriculturally used area. Both western localities, Kirindy and Mikea, are in dry forest. In Kirindy, the pipistrelle Hypsugo anchietae has also been recorded. The true distribution of P. raceyi is probably larger than that currently known. Nothing is known about the diet, but vespertilionid bats generally eat insects. There is very limited data on reproduction. Young are probably born near the start of the rainy season, in November–December, when food is plentiful. Six bats were caught at the roost site in Kianjavato, of which only one was a male; this led Bates and colleagues to suggest that the species may be polygynous, with groups consisting of a male and multiple females. ## Conservation status The IUCN Red List has assessed Pipistrellus raceyi as "Data Deficient" because of insufficient knowledge about its abundance and habitat requirements. All four known sites are near forest, but that may be a sampling artifact. Although deforestation may pose a threat, each of the collection sites has some sort of forest protection measures in place.
42,243,576
California Chrome
1,160,055,440
American-bred Thoroughbred racehorse
[ "2011 racehorse births", "American Grade 1 Stakes winners", "American Thoroughbred Horse of the Year", "Dubai World Cup winners", "Eclipse Award winners", "Kentucky Derby winners", "Preakness Stakes winners", "Racehorses bred in California", "Racehorses trained in the United States", "Thoroughbred family A4" ]
California Chrome (foaled February 18, 2011) is a champion US Hall of Fame Thoroughbred racehorse who won the 2014 Kentucky Derby, Preakness Stakes, and 2016 Dubai World Cup. He was the 2014 and 2016 American Horse of the Year. In 2016, he surpassed Curlin as the all-time leading North American horse in earnings won. Bred in California, the chestnut-colored horse was named for his flashy white markings, called "chrome" by horse aficionados. He was bred and originally owned by Perry Martin from Yuba City, California, and Steve Coburn of Topaz Lake, Nevada, who named their partnership DAP Racing, standing for "Dumb Ass Partners"—a tongue-in-cheek response to a passerby who questioned their wisdom in purchasing California Chrome's dam, Love the Chase. In 2015, Coburn sold his minority share to Taylor Made Farm, and a new ownership group, California Chrome, LLC, was formed. The horse is trained by the father–son team of Art and Alan Sherman. Dedicated fans—called "Chromies"—actively supported California Chrome, who has been called "the people's horse". As a two-year-old, the horse ran inconsistently until teamed with jockey Victor Espinoza. The rapport that developed between the pair led to a six-win streak in 2013–2014. After winning the San Felipe Stakes and Santa Anita Derby, California Chrome was the morning line favorite for the Kentucky Derby. Critics who downplayed his chances of winning were proven wrong when California Chrome won by 1+3⁄4 lengths even though Espinoza eased him for the final 70 yards (64 m). In the Preakness, he fended off two strong challengers in the homestretch and won by 1+1⁄2 lengths. He then shipped to Belmont Park with hopes of winning the Triple Crown in the 2014 Belmont Stakes, but was stepped on by the horse next to him at the start, tearing some tissue from his right front heel. With no one aware of his injury until the race was over, he finished fourth in a dead heat. After healing and pasture rest, he ran in the 2014 Breeders' Cup Classic, finishing third, a neck behind the winner. California Chrome returned to his winning form in his first start on a turf course in the Hollywood Derby in late November. California Chrome won many accolades and awards in 2014: The California State Legislature unanimously passed a resolution recognizing his outstanding performance, and the city of Fresno proclaimed October 11, 2014, as "California Chrome Day.” He won the 2014 Secretariat Vox Populi Award, his Kentucky Derby win was awarded the NTRA "Moment of the Year", and he won Eclipse Awards for American Champion Three-Year-Old Male Horse and American Horse of the Year. California Chrome's 2015 season was tumultuous. He began the year with second-place finishes in the San Antonio Stakes and Dubai World Cup. He then was shipped to the United Kingdom to train for the Prince of Wales's Stakes at Royal Ascot but was scratched a few days prior to the race due to a hoof bruise. Upon returning to the US in July 2015, he was diagnosed with bruising on his cannon bones, which ended his 2015 season. Shortly thereafter, Coburn sold his ownership interest. After a rest of several months, he returned to training with Sherman at Los Alamitos Race Course and regained his form with a six-race winning streak in 2016 which included Grade I wins in the Dubai World Cup, the Pacific Classic, and the Awesome Again Stakes before suffering a narrow loss to Arrogate in the Breeders' Cup Classic. He again won the Horse of the Year, Moment of the Year, and Vox Populi awards in 2016. Following the Pegasus World Cup in January 2017, he retired to stud. In 2023 California Chrome will be inducted into the National Museum of Racing and Hall of Fame. ## Background California Chrome was foaled on February 18, 2011, near Coalinga, California, at Harris Farms, the horse breeding division of the Harris Ranch. He is a chestnut with four white stockings and a blaze. At four years old, he stood tall. As a foal, he was nicknamed "Junior" because of his resemblance to his sire, Lucky Pulpit. Lucky Pulpit had won three races, placed in several graded stakes races, and hit the board in 13 of his 22 starts. However, a viral respiratory infection damaged his breathing and limited him to racing over short distances. California Chrome's dam is Love the Chase, and he was her first foal. She was purchased for \$30,000 as a two-year-old by an agent for a horse ownership group called the Blinkers On Racing Stable. As a two- and three-year-old filly, she was anxious in the saddling paddock, and as a result, often lost races before she ever got to the starting gate. She ran six times and won on her fourth try in a February 2009 maiden claiming race at Golden Gate Fields. After her win, Steve Coburn and Perry Martin became her owners, ran her two more times, then retired her later that year. They hoped she would become a good broodmare, as she had a promising pedigree. When she retired, it was discovered that she had raced with a breathing problem—an entrapped epiglottis that restricted her air intake, but which could be corrected with surgery. As of 2015, she had given birth to four foals, the two fillies and a colt, all full siblings to California Chrome. After California Chrome became a Kentucky Derby contender, Martin and Coburn turned down an offer of \$2.1 million for Love the Chase, and ultimately sold her in November 2016 for \$1.95 million. ### Ownership California Chrome was bred by Perry Martin of Yuba City, California, and Steve Coburn of Topaz Lake, Nevada. Their wives, Denise Martin and Carolyn Coburn, were closely involved with the partnership, though not listed as owners on official records kept by Equibase. Perry Martin held a 70% share in the horse and was the managing owner. Coburn owned a 30% interest in the horse and sold his share to Taylor Made Farm in July 2015. Originally, the Martins and Coburns each owned a five percent share in Love the Chase through the Blinkers On Racing Stable syndicate. When Blinkers On Racing Stable dissolved the Love the Chase syndicate, both shareholders wanted to buy the filly, so they formed a partnership and paid \$8,000 for her. A casual observer, knowing Love the Chase's modest race record, remarked that only a "dumb ass" would buy her, so Coburn and Martin named their racing operation DAP Racing, for "Dumb Ass Partners". They created a caricature of a buck-toothed donkey to adorn the back of their racing silks, and put the initials "DAP" on the horse's blinker hood and the left front of the jockey's silks. The Martins and the Coburns had in common a fondness for California Chrome but very different personalities and backgrounds. Melissa Hoppert of The New York Times described the Martins as the "quiet thinkers," noting that Perry Martin planned the mating of Lucky Pulpit to Love the Chase, mapped out a "Road to the Derby" racing plan for California Chrome, and promoted use of a nasal strip for the horse's races. Originally from Chicago, they moved to California in 1987, where Perry Martin was employed as a metallurgist by the Air Force and Denise briefly job shadowed a racehorse trainer in the Sacramento area. Today they own and operate Martin Testing Laboratories (MTL), which tests high-reliability items such as automobile airbags and medical equipment. By contrast, Hoppert characterized the more outgoing Coburns as the "public relations arm" of the partnership. Steve Coburn, characterized by the media as "loquacious", described himself and his wife Carolyn as "just everyday people". He worked as a press operator for a company that makes magnetic strips, and Carolyn Coburn retired from a career working payroll in the health care industry. Carolyn introduced Steve to horse racing, and when he was looking for a tax write-off she encouraged him to buy into a racing syndicate instead of purchasing a small airplane. Taylor Made Farm, which purchased Coburn's share in California Chrome, is headed by Duncan Taylor, president and CEO of the family-owned farm of 1,600 acres (650 ha). His brother, Ben Taylor, is the vice president of the company's Taylor Made Stallions division. The brothers of the Taylor family have been the sole owners of the corporation in Nicholasville, Kentucky since 1986. By early 2016, the horse's ownership was officially listed as "California Chrome, LLC". Perry and Denise Martin were described as the "majority owners" by the Daily Racing Form, and Frank Taylor, boarding manager of Taylor Made, explained that both the Martins and Taylor Made had each sold "a few" shares in the stallion to "select breeders who would support the horse." Martin stated that they had brought in 22 partners. In August 2016, Martin announced that Love the Chase, confirmed in foal to Tapit, would be sold at the November Fasig-Tipton sale, stating that he ultimately would keep a 10% interest in California Chrome and invest in mares suitable for crossing with 'Chrome. ### Early years Harris Farms, where California Chrome was bred, foaled, and lived until the age of two, had previously nurtured champions such as two-time Breeders' Cup Classic winner Tiznow. In 2010 Love the Chase was bred to the Harris Farms stallion Lucky Pulpit. CNN reported that the stud fee for the breeding was \$2,000. Steve Coburn said he had a dream three weeks before California Chrome's birth that the foal would be a colt with four white feet and a blaze. California Chrome was relatively large for a newborn horse, weighing 137 pounds (62 kg), and active, "running circles around Momma" within two hours of birth. Love the Chase suffered a uterine laceration while foaling, and was placed on an IV due to internal bleeding. The mare and foal were stall-bound together for over a month. She was kept on a catheter that administered anti-bleeding medication, and the farm staff checked her two to three times a day. Because people gave the colt extra attention and affection when they cared for his dam, he imprinted on humans as well as his mother. As a result, California Chrome became very people-focused, a trait that has served him well in race training. The Martins and Coburns chose California Chrome's official name in 2013 at Brewsters Bar & Grill in Galt, California, a town halfway between their two homes. Each of the four wrote a potential name on pieces of paper and asked a waitress to draw them out of Coburn's cowboy hat. They submitted the names to The Jockey Club ranked in the order drawn. California Chrome, Coburn's choice, was first drawn, and the registry accepted the name. The word "chrome" comes from slang for a horse with flashy white markings. The colt was started under saddle by Harris Farms' trainer Per Antonsen, who described him as a "smart horse" who was "really nice to work with". ### Sherman Training Stables Perry Martin considered California Chrome a Derby contender even before the colt raced. When the colt was ready to enter race training at age two, Martin asked Steve Sherman, who had trained horses for Martin at Golden Gate Fields, to recommend a trainer based in the highly competitive southern California area. Steve suggested his father, Art, who had an "old school" reputation for patience with young Thoroughbreds and a small racing stable of about 15 horses, which allowed each animal to be given individualized attention. Art Sherman liked the enthusiasm of Martin and Coburn, but when Martin emailed a "Road to the Kentucky Derby" plan outlining which races California Chrome should run, Sherman was dubious. Later, Sherman's son Alan stated, "[Martin] mapped out a trail for this horse; it's actually worked to a 'T', so it's kinda amazing." Art Sherman downplays his role in training California Chrome, saying, "This horse is my California rock star. I'm just his manager." Sherman's first exposure to a Kentucky Derby horse was in 1955, when at the age of 18 he worked for Rex Ellsworth and was the exercise rider of that year's Kentucky Derby winner Swaps. He was a professional jockey from 1957 until 1979, when he turned to training racehorses. California Chrome was the first Kentucky Derby prospect that Sherman had trained. Art Sherman's assistant is his son, Alan, who is also a licensed trainer. Rather than run a separate stable like his brother Steve, Alan has worked with his father since 1991. He does most of the hands-on day-to-day work with California Chrome and stayed with him throughout most of his travels when Art returned to California to oversee the rest of the stable. Unlike many high-end California Thoroughbred trainers, who usually are headquartered at Santa Anita Park, the Shermans kept horses at Hollywood Park, but when it closed in December 2013, Los Alamitos Race Course picked up some of the Thoroughbred races and trainers who had stabled horses at Hollywood Park, including Sherman. The success of California Chrome, who was conditioned there over the track that had been recently expanded to accommodate longer races, created good publicity for Los Alamitos. Sherman's groom for California Chrome, beginning with his arrival at the stable, was Raul Rodriguez, a veteran horse handler. Other members of Rodriguez's family were employed by Sherman's operation, and two of his sons were exercise riders for another stable. Rodriguez traveled everywhere with the horse throughout the stallion's world journeys. The groom's bonuses from the wins of California Chrome allowed Rodriguez to purchase a house and 80-acre ranch in his home of Jalisco in Mexico, where he intends to retire. ### Behavior Observers commented that California Chrome appears to be a very intelligent horse, as he expresses curiosity about everything around him. His idiosyncrasies, included a fondness for one specific brand of horse cookies. His tendency to perform a flehmen response for no obvious reason, particularly when being bathed, prompted the press to claim that he is "smiling". He will deliberately stop and put his ears forward to "pose" for cameras when he hears them clicking. As Alan Sherman explained, "He's a ham"; and exercise rider Willie Delgado gave him an additional nickname, "Vogue". As a younger horse, notably in 2014, he would not walk forward out of horse vans designed for a forward exit; he would only back out, a quirk discovered by the press when he was first unloaded off of an airplane. At the Sherman stables, he had a green tetherball in his stall to play with, but his worst bad habit is that he sometimes bites. On the track, California Chrome has the ability to use tactical speed at nearly any point in a race. Early in his career, he tended to be slow out of the starting gate; if he had to wait too long for the start, he sometimes expressed anxiety by rocking from side to side, preventing him from being oriented straight forward when the gate opened. He overcame this problem by the end of the 2014 season and learned to break quickly. When outside and in the clear, he usually won. He originally did not run well on the inside or in close quarters; two of his worst finishes were in races where he had the number one post position, and his fourth-place performance in the Belmont Stakes was attributed to both his injury at the start and the number two draw. However, as an older horse, he won both a 2016 prep race at Meydan Racecourse and the Pacific Classic from the number one post. ## Racing history ### 2013: Two-year-old season California Chrome's first start was in a maiden race at Hollywood Park in April 2013, where he placed second by a length. Three weeks later, he won a maiden race by 2+3⁄4 lengths. In both races, he was ridden by Alberto Delgado. About a month later, California Chrome was entered in the Willard L. Proctor Memorial Stakes. He was one of four horses assigned to carry 120 pounds (54 kg), the highest impost given by the handicapper. Alberto Delgado was out with a broken ankle, so Corey Nakatani was his rider. The colt was second for the first three furlongs but finished fifth in a field of nine. His next two races were at Del Mar racetrack. Delgado returned as his jockey, and California Chrome scored his second career win in the Graduation Stakes, a race limited to California-bred horses, prevailing by 2+3⁄4 lengths. He carried the same weight over the same distance as his previous race, but this time he wore blinkers and ran on Lasix for the first time in his career. Next was his first graded stakes race, the seven-furlong, Grade I Del Mar Futurity. He ran strongly but finished sixth after he got caught in traffic in a field of 11 horses and was accidentally hit in the face by another jockey's whip. Two months later, California Chrome ran in the Golden State Juvenile Stakes on November 1 at Santa Anita Park, and at 1 mile (1.6 km), was the longest race he had run. He was assigned the number 1 post position and had to wait for all the other horses to load. He became anxious, reared in the gate, was last out, struggled throughout the race, and again finished sixth. Sherman's assessment of California Chrome's poor performances was that he was still growing and learning how to be a racehorse. But several things began to change. In the fall of 2013, Alberto's younger brother, Willie Delgado, an experienced rider and trainer whose career in Maryland was in the doldrums, moved to California and within a couple of months became the horse's morning exercise rider. At roughly the same time, Alberto was taken off the horse as jockey. In December, California Chrome began wearing a new type of horseshoe. He had developed low heels, and his farrier, Judd Fisher, found a particular style of glued-on horseshoe with a durable, hard, rim pad that raised a horse's heels was suitable for fixing the problem. Instead of gluing it on, Fisher custom-drilled holes into the shoe so it could be nailed to the horse's feet in the manner of a traditional metal shoe. According to Fisher, nailing on the shoes raised the soles of the horse's feet a little bit farther off the ground. It may have been a contributing factor to California Chrome's subsequent series of wins. Aside from that issue, Sherman described the horse's hooves as generally healthy. Hollywood Park hosted California Chrome's final race of 2013, the King Glorious Stakes on December 22. He had a lighter impost of 119 pounds (54 kg), a shorter distance of seven furlongs, and a new jockey, Victor Espinoza. California Chrome won the race by 6+1⁄4 lengths, becoming the final stakes winner at Hollywood Park Racetrack, which held its last races that day. Sherman was pleased with Espinoza's riding, and Espinoza was impressed in turn with California Chrome. Alan Sherman later said that it was after this race that he began to think that California Chrome could be a Kentucky Derby contender. ### 2014: Three-year-old season California Chrome began 2014 with the California Cup Derby on January 25. Espinoza returned as his jockey. California Chrome was slow coming out of the gate but quickly moved up to third, took the lead coming into the homestretch, and won by 5+1⁄2 lengths. Sherman noted that it was the second consecutive race where the horse pulled clear and won by a decisive margin, stating, "It's like the light bulb has gone on." California Chrome's first graded stakes win was the March 8 Grade II San Felipe Stakes. Espinoza tried a different riding tactic and let the horse go to the lead right out of the gate. California Chrome led most of the way, and after Espinoza gave him one tap on the shoulder with the whip, the horse pulled away from the field at the top of the homestretch and won by 7+1⁄2 lengths. Alan Sherman said, "My jaw dropped", while Art Sherman joked, "I'm glad I'm training at Los Alamitos, because he looked like a 350 [yard] horse coming out of the gate"; a reference to Quarter Horse racing sprint distances. Espinoza remarked, "I wanted to let him enjoy his race," later adding, "I wanted to see if he [could] go wire to wire ... that was the day I found out how much he loves to run." The San Felipe was California Chrome's first win in a race open to all three-year-olds, not just California-breds, and earned him 50 points in the Road to the Kentucky Derby system. California Chrome's first Grade I win was the Santa Anita Derby on April 8. California Chrome was at the front of the field by the quarter pole and went on to win the \$1 million race by 5+1⁄4 lengths. Prior to the race, his owners had turned down a \$6 million offer for a 51% controlling interest in the colt that would have mandated putting the horse with a different trainer. Coburn later explained, "This isn't about the money, this is about the dream." California Chrome's time of 1:47.52 earned him a Beyer Speed Figure of 107, the fastest for any horse in the Road to the Kentucky Derby's final prep races of 2014. It was also the second fastest time in the history of the Santa Anita Derby; the only horses to run faster were Lucky Debonair, Sham, and Indian Charlie, who hold a three-way tie for the record at 1:47:00. The decisive win made him an early favorite to win the 2014 Kentucky Derby and raised speculation that he had the talent to win the Triple Crown. California Chrome's four consecutive wins had a combined victory margin of 24+1⁄4 lengths. After the Santa Anita Derby, Sherman began to describe the colt as "my Swaps". Of his growing popularity, Denise Martin commented, "He's not just our horse anymore; he's ...the people's horse." #### Kentucky Derby Prior to 2014, only three California-bred horses had won the Kentucky Derby: Morvich in 1922, Swaps in 1955, and Decidedly in 1962. Besides Swaps, other horses to win both the Santa Anita Derby and the Kentucky Derby were I'll Have Another (2012), Sunday Silence (1989), Winning Colors (1988), Affirmed (1978), Majestic Prince (1969), Lucky Debonair (1965), Determine (1954), and Hill Gail (1952). Steve Coburn predicted a win: "I'm not being cocky, just positive", he said. Prior to the May 3 race, rival trainer Bob Baffert compared California Chrome favorably to War Emblem. Trainer D. Wayne Lukas, who had no entries in the 2014 Derby, told a reporter that he intended to bet on the horse and commented, "He's looked like the real deal ... I like everything about him." On the other hand, Dallas Stewart, trainer of rival Commanding Curve, dismissed California Chrome's chances due to his pedigree and the supposed lack of competition in his prior races. Others doubted his ability because the colt had never raced outside California. In contrast to the critics, reports surfaced that the owners had turned down a new offer of \$10 million. The colt arrived at Churchill Downs in Louisville, Kentucky, on April 28, 2014. He was flown in from California, his first time on a plane, and traveled quietly. Once the plane landed, however, his travel idiosyncrasy was discovered by the waiting press when he refused to be unloaded until he was turned around and backed down the ramp; Alan Sherman explained later that this was also his typical manner of egress from ground-based transportation. Upon arrival at Churchill Downs, the horses entered in the Kentucky Derby each were given a special saddle cloth to wear while exercising on the track, identifying them as Derby contenders and including their name. The one given to California Chrome contained a typographical error, with California misspelled as "Califorina". He wore it the first day and then the track management obtained one with the correct spelling. Critics commented that bringing the horse in late and not giving him a full workout on the track was a mistake, but Sherman's strategy was backed by Lukas. In the days leading up to the race, California Chrome galloped on the track, was walked in the saddling paddock, and schooled at the starting gate. Willie Delgado later remarked that the horse did not particularly like that particular track, saying "he never actually felt comfortable on it." California Chrome's connections drew post position five for the Derby. He was the morning line favorite at odds of 5–2. The press suggested that the number five spot, relatively close to the inside rail, could be a problem owing to the "speed horses" that would go to the front early in the race, surrounding him on both sides, especially if the colt was slow out of the gate. Espinoza countered by pointing out that he won the 2002 Kentucky Derby on War Emblem from the same post position. In the race, California Chrome had a clean start and could have taken the lead, but Espinoza kept him behind two speed horses and only moved him to the front at the final turn when other horses began to tire. In the homestretch, he opened up a lead of five lengths before Espinoza eased him the last 70 yards of the race, narrowing his winning margin to 1+3⁄4 lengths. Sherman later explained that Espinoza slowing the colt down at the finish was "saving something for the next one", a reference to the Preakness Stakes to come two weeks later. The winning time of 2:03.66 was relatively slow for a Kentucky Derby, but Sherman described Espinoza's ride as "picture perfect". This win was Espinoza's second Derby victory, and 77-year-old Sherman became the oldest trainer to ever win the race. In a post-race press interview, Sherman said he had visited Swaps' grave at the Kentucky Derby Museum prior to the Derby and prayed for success. Trainer Dale Romans, who had asserted that California Chrome had no chance to win, said, "I was very, very wrong ... We might have just seen a super horse and a super trainer. You don't fake your way to the winner's circle at the Kentucky Derby." #### Preakness Stakes California Chrome shipped on May 12 to Baltimore to run in the 2014 Preakness Stakes on May 17. On the plane were the other two Derby competitors to enter the Preakness: Ride On Curlin and General a Rod. Once on the ground, their van had a police escort from the airport to Pimlico Race Course. When California Chrome arrived at Pimlico, the management at that track welcomed him with two saddlecloths for his workouts, one with the "Califorina" misspelling and the other with the correct spelling; Just as at Churchill Downs, the colt exercised on the Pimlico track but had no timed workouts. Delgado compared the long and narrow Pimlico oval favorably to their home track at Los Alamitos. Sherman did not like having the horse race with only a two-week break, but was confident because California Chrome had gained back weight he had lost running the Derby, plus another 35 pounds (16 kg). News stories continued to question the colt's ability, noting the relatively slow pace of the Derby and the low Beyer Speed Figure of 97 earned in his win. One trainer said, "California Chrome has to prove again he's the best 3-year-old." The horse was assigned the number three post position in a field of ten horses, and was the morning line odds-on favorite at 3–5. Followers noted that Secretariat had also run the 1973 Preakness Stakes from the number three post. The Thursday before the race, California Chrome was observed coughing after his morning gallop, prompting speculation about his health. He had a small blister in his throat, which he also had prior to the Kentucky Derby, both times treated with a glycerine throat wash. The intense press attention paid to the relatively minor issue was dismissively dubbed "throat-gate" by sportswriter Bill Dwyre of the Los Angeles Times. On race day, California Chrome made a clean start, was close to the front through the backstretch, made his bid for the lead at the far turn, and was first by the top of the stretch. The second-place finisher was Ride on Curlin, who made a strong move late in the race to finish 1+1⁄2 lengths behind California Chrome. Both held off a challenge from Social Inclusion, who tired and finished third. General a Rod was fourth. The winning time was 1:54:84, earning a Beyer Speed Figure of 105. Social Inclusion's owner, Ron Sanchez, said, "He's the real deal ... My horse came to challenge him, but he found another engine. He was gone." Espinoza's ride was described as "flawless", and the press noted the special affinity between the horse and jockey. California Chrome became the only California-bred horse ever to win both the Kentucky Derby and the Preakness. The press considered the Preakness to be the horse's strongest victory to date. Baffert, who had won the first two legs of the Triple Crown with Silver Charm (1997), Real Quiet (1998), and War Emblem (2002), sent three different horses against California Chrome, and after Bayern had finished second to last in the Preakness, said, "I'm done chasing him," adding, "he's super the real deal." In post-race interviews, Coburn stated that California Chrome had become "America's Horse". #### Belmont Stakes The day after the Preakness, a new round of minor press excitement, dubbed "nasalgate", erupted when Sherman commented that Martin might not let California Chrome run in the Belmont Stakes if the New York Racing Association (NYRA) did not allow the horse to wear a nasal strip as he had in his previous six races. Nasal strips are not considered performance-enhancing, but may reduce airway resistance, lower the risk of exercise-induced pulmonary hemorrhage (EIPH), and aid post-race recovery. Sherman submitted a formal request for permission to use them, and the following day, the NYRA approved their use for all horses on New York tracks, thus resolving the matter. California Chrome shipped to New York on May 20 in a semi-trailer horse van together with Ride On Curlin. They had a police escort through New York City from the Throgs Neck Bridge to Belmont Park. The press reported that Art Sherman believed the misspelled saddle cloths at the Derby and Preakness were a good luck charm, and that he specifically asked Belmont Park for another misspelled cloth along with a properly spelled version. The first week California Chrome spent at the Belmont track was generally uneventful, other than galloping past an opossum that wandered onto the track the morning of May 23. The horse paid little attention to it, but the press pounced on the story; the animal was labeled "Dumb-Ass Possum", and someone created a Twitter account for the creature. Delgado commented, "I can tell you he loves this track, and I don't see him (having) any problem getting a mile and a half." On May 31, Espinoza arrived to give the colt a short workout known as a "breeze". Horse and jockey were greeted by a large contingent of fans and press at about 6:30 a.m., and ran a "sharp" half-mile (0.80 km) officially clocked at 47.69 seconds. A clocker for the Daily Racing Form stated, "He's going to be tough to beat. I think we're going to have a Triple Crown winner." Eleven horses entered the Belmont Stakes on June 7, and California Chrome drew post position 2, the same post position as Secretariat in the 1973 Belmont. Ride On Curlin and General a Rod also entered; they were the only other horses besides California Chrome to contest all three legs of the Triple Crown. Four entries had run in Kentucky Derby but skipped the Preakness, and there were four "New Shooters" who had not run in either of the previous Triple Crown races, including Tonalist and Matterhorn, who each wound up playing a major role in the race. Anticipating the possibility of a Triple Crown champion, several people connected to the last three Triple Crown winners came to the Belmont, including 92-year-old Penny Chenery, owner of Secretariat; Patrice Wolfson, who co-owned Affirmed; and some of Seattle Slew's connections—trainer Billy Turner and co-owner Jim Hill. The jockeys of the three past Triple Crown winners, Steve Cauthen, Jean Cruguet, and Ron Turcotte, also attended. Cauthen, jockey of Affirmed, stated, "This horse has got a great chance of pulling it off," but added, "you never know, that's why they have to run the race." On race day California Chrome did not break boldly. Espinoza later explained something felt "off" and he held the horse back a bit instead of going to the lead. When asked to move to the front, the horse did not unleash his usual burst of speed. Immediately following the race, Espinoza said "He was just a little bit empty today". Tonalist won the race, and California Chrome finished fourth in a dead heat with Wicked Strong. Initial post-race analysts criticized Espinoza for not taking the horse to the front early on, but noticed that California Chrome had had some blood on his right front heel. After the race, review of photos taken at the start showed that the horse next to him, Matterhorn, moved too far to the left and stepped on California Chrome's heel as both horses broke from the gate. As a result, California Chrome had run the race with a "chunk" of tissue taken out of his right front heel and a small cut on his tendon. The tendon injury was superficial, but the heel injury may have been a factor in his loss. Sherman explained that he knew that something was not right when he saw the horse throw his head up in the homestretch, and speculated later that the sand and dirt of the racetrack caused pain in the open wound. The following day, Sherman assured the press that both injuries would heal. Coburn generated controversy after the race, when he said the current Triple Crown system allowed "the coward's way out" because fresh horses who had not run in the Kentucky Derby or Preakness Stakes could challenge horses who contested all three legs. Sherman downplayed the outburst, saying, "[Coburn] was at the heat of the moment ... Sometimes the emotions get in front of you." Two days later, Coburn apologized, saying he wanted to congratulate the owners of Tonalist and adding, "I wanted so much for [California Chrome] to win the Triple Crown for the people of America." Steve Haskin of Blood-Horse magazine summarized the race stating, "when I think back ... the one image that will last forever will be of an exhausted colt walking back through the tunnel with a bloodstained foot, his head down and breathing hard, and every vein protruding from his sweat-soaked body. He had given every ounce of himself, and with it all, still was beaten only 1+3⁄4 lengths." California Chrome returned to Los Alamitos, where Sherman's crew treated the wound for about 10 days. After that, they sent California Chrome to Harris Farms where he was turned out on pasture. By early July, his foot was fully healed, he had gained weight, and Sherman was pleased enough with his recovery that he brought the colt back to Los Alamitos to resume training on July 17, two weeks earlier than anticipated. #### Remainder of 2014 season California Chrome was the top-ranked three-year-old in the nation by the NTRA in its post-race poll of June 9, 2014, in spite of his Belmont loss, and was fifth-ranked among American horses of all ages. In the June 12 World's Best Racehorse Rankings, published by the International Federation of Horseracing Authorities, he was ranked fifth in the world, one point behind the only American-based horse rated higher, Santa Anita Handicap winner Game On Dude, who was tied for third. California Chrome raced next in the September 20 Pennsylvania Derby at Parx Racing. He was the favorite, but drew the inside number 1 post position. Kentucky Derby rivals Candy Boy and Tapiture also entered. Bayern, who had a poor performance in the Preakness Stakes but later won the Haskell Invitational, was the second favorite. Parx provided significant financial incentives to any horse entering who previously won a triple crown race or other selected Grade I races, so California Chrome's connections earned \$200,000 simply for having him start. Trapped on the rail, first by a speed horse in the initial stages of the race, and again on the far turn by a challenger who faded in the stretch, California Chrome was unable to gain momentum and finished sixth. Bayern had a clean trip, leading wire to wire, and won by 5+3⁄4 lengths. Espinoza explained, "I never really had a chance to let him run the way he had been running." The next race was the Breeders' Cup Classic on November 1. Because many leading older horses retired in 2014, most of the main contenders for the 2014 Classic were the three year olds: in addition to California Chrome, former foes Bayern, Candy Boy and Tonalist entered. His chief rival was considered to be the then-undefeated American Champion Two-Year-Old Colt, Shared Belief, a gelding who missed the Triple Crown series due to hoof problems; the two had never faced each other. California Chrome was 4-1 on the morning line, second favorite to Shared Belief. In the race, Bayern bumped into Shared Belief at the start, then took the lead for the duration of the race. California Chrome was clear of traffic, maintained third place for most of the race, was closing at the end, and finished a very close third, only a neck behind winner Bayern, who won by a nose over second-place finisher Toast of New York. Shared Belief was fourth. Post race analysis noted that California Chrome stayed on the outside throughout the race, and actually ran 44 feet farther than the winner. Sherman spoke in positive terms of the horse's finish, stating, "My horse ran his eyeballs out. He was right there, right down to the money. I thought it was a great effort. He came back strong." Espinoza was less enthusiastic: "On the backstretch I thought I had a chance to win... The last sixteenth [California Chrome] was digging as hard as he could, but getting just a little tired. I wish he had one more race. It was a little too much for him today." Coburn visited the colt the following day and stated, "He was full of himself. I think he thought he won. And if the race had been just a little bit longer, I believe he would have." Later in the month California Chrome shipped to Del Mar, and following workouts on the turf course Sherman entered him in the Hollywood Derby on November 29. It was his first start on a grass race track. Sherman believed that California Chrome would do well running on grass, and it also would open up a variety of potential races to enter in 2015. He was the morning line favorite, with his toughest competitor viewed as Lexie Lou, a filly who defeated colts to win Canada's equivalent of the Kentucky Derby, the Queen's Plate. California Chrome won by two lengths, and the Canadian filly was second. With the win, California Chrome earned four Grade I races for the year and was the only horse in the United States to have Grade I wins in 2014 on both dirt and turf tracks. Espinoza summed up the race by saying, "he's back." ### 2015: Four-year-old season California Chrome had a tumultuous four-year-old season. The horse began 2015 at Santa Anita in the San Antonio Stakes on February 7, a return matchup with Shared Belief, whose traffic problems in the Classic prevented a true match against California Chrome. Art Sherman and Shared Belief's trainer, Jerry Hollendorfer, were longtime friends and rivals from the Northern California racing circuit, and each anticipated the rivalry between their two horses. Sherman said, "I just want both of us to be at the head of the stretch with no excuses and then it's who gets to the wire first." Shared Belief went off as the favorite, and although California Chrome took the lead by the 3⁄4 pole, Shared Belief edged him in the final sixteenth and won, with California Chrome second by a length and a half. California Chrome next shipped to Meydan Racecourse for the Dubai World Cup on March 28, where he needed to run at night, under artificial lighting, and without Lasix. He went off as the favorite but finished second to the Irish-bred longshot Prince Bishop, owned by Hamdan bin Mohammed Al Maktoum of Godolphin Racing. Sherman noted that his horse ran wide on the turns but said, "He tried every inch of the way. There's nothing wrong with finishing second in this type of a race." After the Dubai World Cup, California Chrome was shipped to Rae Guest's Newmarket stables in England to prepare for Royal Ascot week in June. The decision to go to England was made by Perry Martin, against the wishes of both Coburn and Sherman. Martin explained, "I was trying to think in terms of what's best for the horse. It was my decision to send him to Newmarket. It's a beautiful place, with trees and pastures for gallops...It's good for his mind. I know Art didn't take the decision well. But he'll be okay." The horse's exercise rider in England, Robbie Mills, who was acquainted with the Shermans and advised them to stable the horse with Guest, stated that California Chrome was making a good transition from the flat dirt tracks of the United States to the undulating turf gallops of England. The horse was pointed to the Prince of Wales's Stakes at Royal Ascot, with European jockey William Buick, who rode Prince Bishop in Dubai, tapped to ride. The day before the race, the horse was scratched because of a bruised hoof that was draining pus. Guest stated, "He's been X-rayed and there's no damage." Martin wanted to run him in Chicago's Arlington Million in August, and the requirements of quarantine upon his return to the United States combined with the setback to his training foreclosed any other UK start. Upon California Chrome's return to the US in early July, a veterinary radiograph revealed that he had bruising on his cannon bones that would require at least three months to heal, effectively ending his four-year-old season. The veterinarians at Rood & Riddle Equine Hospital in Kentucky explained, "California Chrome's x-rays showed all of his joints to be remarkably clean. He has the early signs of bruising to the bottom of the cannon bones ...The return rate for horses with this problem is very high ...we found that recovery rate was 95% after giving time in the paddock to heal." Martin originally intended for California Chrome to be retired to stud at the end of the year. But on July 15, the racing press reported that Steve Coburn sold his 30% interest in the horse to Taylor Made Farm of Nicholasville, Kentucky, and that the abrupt end to the 2015 season opened the door to racing the horse for an additional year. Duncan Taylor of Taylor Made Farms said, "You won't find many horses of his quality that made 18 starts in 23 months. He's just now getting his first break from training." On July 19, Art Sherman announced that after California Chrome had paddock rest at Taylor Made Farm, the horse would ship back to Sherman's and prepare to race in 2016. On October 13, California Chrome returned to Sherman's barn. He finished the year being named Champion California-bred Older Male. ### 2016: Five-year-old season and Dubai World Cup Martin's plans for the horse in 2016 included a return to the Dubai World Cup, and ultimately another try at the Breeders' Cup Classic. Sherman's barn had a new exercise rider for the horse, Dihigi Gladney, a former bull rider and ex-jockey who grew up in Watts, who also runs a pony ride concession at Santa Anita. The purple and green DAP silks were replaced with a new silver-gray design representing the California Chrome, LLC partnership that now owned the horse. Martin stated that his goal for California Chrome was to become the leading money-winning horse of all time. California Chrome's 2016 season began with the San Pasqual Stakes on January 9. He faced a seven-horse field that included a former rival from the Derby trail, Hoppertunity, and older foes Imperative and Hard Aces. Stalking the front runner until the final turn, he took the lead in the homestretch and won by 1+1⁄2 lengths. Sherman said of his modest margin of victory, "He could've opened up turning for home, but Victor put the full nelson on him. It was just what we needed." Espinoza, back on California Chrome after winning the Triple Crown with American Pharoah, said, "He's one of the best horses I've ever been on. I am so proud of him. American Pharoah and California Chrome are too hard to compare, so I won't." The win boosted his lifetime earnings to \$6,442,650, breaking the previous record held by Tiznow as the highest-earning California-bred racehorse in history. He shipped to Dubai shortly after the San Pasqual to acclimate to the area, the same tactic used by the trainers of Curlin. He was entered into a 2,000 metres (6,600 ft) handicap race on February 25, where he drew the number one post position and was assigned a career-high weight of 60 kilograms (130 lb), an impost 7.5 kilograms (17 lb) more than any other horse in the eight-horse field. Alan Sherman, who accompanied the horse to Dubai and conditioned him there, was unconcerned, noting that Gladney weighed 150 pounds (68 kg). He handily won by two lengths. Entering the 2016 Dubai World Cup, California Chrome had the number 11 post position in an international field of 12. He faced both old American rivals in Hoppertunity and Candy Boy as well as three younger horses who had challenged American Pharoah the previous year: Keen Ice, Frosted, and Mubtaahij. He also was again required to run without Lasix. The horse stayed wide and had a clear trip the entire race, took the lead 300 metres (980 ft) out and won by 3+3⁄4 lengths. The race developed added drama when Espinoza's saddle began to slip backwards in the homestretch. After the race he said, "I just kept looking forward and thinking 'where's the wire? It was not coming fast enough." The purse money for the victory put him past Curlin as the all-time leading North American horse in earnings won. Upon his return to the United States, California Chrome was turned out for a month at Taylor Made Farm, then resumed training with Sherman. On July 23, the horse was entered in the San Diego Handicap where he faced Dortmund, who had finished third in the 2015 Kentucky Derby to American Pharoah. California Chrome tracked behind Dortmund until the far turn, then moved to the front. Dortmund fought back and the two dueled down the stretch, with California Chrome prevailing by half a length while carrying five pounds more than Dortmund. A month later, California Chrome challenged an all-star field in the Pacific Classic, which included a rematch with Dortmund as well as long-time rival Hoppertunity. Most notably, Chrome met the champion mare Beholder for the first time. Beholder, third favorite on the morning line, had won the previous year in her debut against male horses, the only female horse to have ever won that race. California Chrome got the number one post position in the nine-horse field, viewed as an unfavorable draw because, other than his prep race win at Meydan Racecourse, he previously did poorly on the rail. The post position turned out not to be a problem, as the horse broke cleanly and quickly went to the lead, led throughout the entire race, and only Beholder kept close to him until the mile pole, at which point he pulled ahead of the field and won by five lengths. Espinoza kept a relatively firm hold on the horse throughout the race, and Beholder's rider, Gary Stevens, commented, "Victor was playing with us. I don't think he really let him run. That's scary to think about." In similar form, he again was challenged by Dortmund in the Awesome Again Stakes on October 1. The two horses at one point outdistanced the rest of the field by 12 lengths, but California Chrome led throughout and won by 2+1⁄4 lengths. Art Sherman commented, "You're looking at maybe the best horse in the world right now." On November 5, California Chrome entered the Breeders' Cup Classic as a strong favorite over Travers Stakes winner Arrogate. Chrome led from the outset, tracked by Arrogate. The two horses engaged in the homestretch and in the final yards, Arrogate surged ahead to defeat California Chrome by a neck at the finish. The two horses dominated the remainder of the field by over 10 lengths. Critics of the race and Espinoza himself speculated that the loss was because Espinoza had failed to make his move and establish a large enough lead earlier in the race. Sherman also wondered if Espinoza could have opened up a bigger lead, but he was unsure if it would have mattered: "That winner is the real McCoy, I knew he was the one we had to beat, but I didn't know how good he was," he said. While the horse came out of the race in good shape, the press asked Raul Rodriquez if the horse "knew" that he had lost the race, and the groom replied, "oh yeah." Post race analysis gave California Chrome a Beyer Speed Figure of 119, the highest of his career, topped by 120 for Arrogate. His final race of 2016 was the Winter Challenge Stakes at Los Alamitos, the only time the horse had ever run at the track that had been his home training base. In a race of a mile and a sixteenth against light competition, where he was as much as 6 horses wide, he won easily by 12 lengths and set a track record. ### 2017 and retirement The final race of California Chrome's career was the Pegasus World Cup in Florida on January 28, 2017. He drew the far outside post and ran a surprisingly poor race, was eased in the stretch, and finished ninth, well behind the winner, Arrogate. Arrogate's jockey, Mike Smith, commented, "Chrome just didn't fire his race today at all." Sherman commented "This was the first bad race he has run for me." The horse had fluid on his right knee after the race, and although the injury did not appear serious, Sherman theorized about the cause: "It looks like he scrambled away from there and couldn't get his footing." Arrogate's trainer, Bob Baffert, was also disappointed: "I kept waiting for the matchup with Chrome, but he just didn't bring his race today. It's too bad." Post-race radiographs showed no bone injury, but California Chrome was mildly lame. Frank Taylor explained, "We don't know if he just wrenched it or strained it, but it had a little filling, fluid and heat in it." An equine chiropractor got a small "pop" when he stretched out the horse's leg. Clinical signs of injury went down, he shipped to Taylor Made Farm the next day, and soon was allowed to go out and exercise in a paddock. ## Retirement and breeding career Although the Pegasus World Cup was only three weeks prior to the start of the Thoroughbred industry's breeding season, Taylor Made began standing California Chrome at stud for the 2017 season. His initial stud fee was set at \$40,000, making him the co-second-highest-priced new stallion for the 2017. The knee injury was not viewed as a problem, and he was scheduled to begin breeding mares soon after arriving at the farm, starting about February 14. Mark Taylor quipped, "He's going to have like two weeks to go from the playing field to the penthouse." His book included nine mares purchased by California Chrome LLC, as well as Champagne Royale, the dam of two Grade I winners, including California Chrome's Kentucky Derby rival, Danza. In March 2017, Taylor Made announced that they had brokered with Sullivan Bloodstock and arranged for California Chrome to shuttle for part of the year, to stand at stud in Chile at the Sumaya Stud, owned by Oussama Aboughazale, who also owns an American horse farm on the former Belvedere Farm property by Paris, Kentucky. The horse shipped each July to Chile for the southern hemisphere's horse breeding season, then return to the US. Staff from Taylor Made travel with the horse and remain with him in Chile while he is there. California Chrome's first reported foal, a colt out of the mare Pay the Man, was foaled on January 20, 2018. By 2019, he had bred a total of 473 mares and his first crop of yearlings sold at auction, the highest-priced selling for \$325,000. In November 2019, Taylor Made announced the 50-member California Chrome syndicate agreed to sell California Chrome to the JS Company of Japan to stand the horse at the Arrow Stud in Hokkaido. The Syndicate retained a right of first refusal and a provision that when the horse retires from stud, he will return to the US and live out the remainder of his life at Taylor Made. The Martins also intend to remain involved. Referencing another American racehorse that had a substantial impact on the Thoroughbred industry after selling to Japan, Duncan Taylor stated, "I'm hoping he's the next Sunday Silence." On July 18, 2020, California Chrome was represented by his first winner, Sunkar Time, in Russia. His first North American winner was a filly named Cilla, who won at Delaware Park on August 13, 2020 in her second start. That same year, she placed third in the Frizette Stakes. Cilla also became California Chrome's first black-type stakes winner when she won the 2021 Louisiana Legends Mademoiselle Stakes at Evangeline Downs and later won the Prioress Stakes at Saratoga Race Course, becoming his first graded stakes winner. Cilla was voted the 2021 Louisiana-Bred Horse of the Year and Champion Three-Year-Old Filly in 2022. California Chrome also sired filly California Angel, winner of the 2021 Jessamine Stakes at Keeneland, colt California Frolic, a winner of two black-type stakes at Gulfstream Park, and colt Midnight Chrome, who finished third in the 2021 Remsen Stakes behind future Belmont Stakes winner Mo Donegal. ## Awards and honors California Chrome won many honors in 2014. A concurrent resolution in the California State Assembly recognized the "outstanding performance of California Chrome" and all of his connections including not only his owners and trainers, but also Willie Delgado and groom Raul Rodriguez. The resolution passed both chambers of the legislature unanimously on August 14. It was the first time that the California Legislature had honored a racehorse. The city of Fresno proclaimed October 11, 2014, as "California Chrome Day". In March 2015, the Los Angeles Sports Council ranked California Chrome's Kentucky Derby and Preakness wins third at the LA Sports Awards' Sports Moment of 2014, behind only the Los Angeles Kings Stanley Cup win and Clayton Kershaw's Cy Young and National League MVP Awards. > WHEREAS, California Chrome, a chestnut-colored horse as golden as his home state, transcended thoroughbred horse racing to become an international phenomenon not just with his brilliant speed and winning ways, but due to his heart-warming story and the people who make up his team. —Assembly Concurrent Resolution 161, California State Legislature, August 14, 2014 California Chrome won the 2014 Secretariat Vox Populi Award given each year to recognize "the horse whose popularity and racing excellence best resounded with the American public and gained recognition for Thoroughbred racing." His Kentucky Derby win was named the NTRA "Moment of the Year". At the Eclipse Awards, he was named American Horse of the Year and American Champion Three-Year-Old Male Horse. He was the second California-bred to win Horse of the Year, the first since Tiznow, the first three-year-old to be Horse of the Year since Rachel Alexandra, and the first Kentucky Derby winner since Charismatic. The California Thoroughbred Breeders' Association named him the 2014 California-bred Horse of the Year, Champion Cal-bred Three-Year-Old, and Turf Champion. Lucky Pulpit was named Champion Sire, Love the Chase was Champion Broodmare, Martin and Coburn were named Champion Breeders, and Sherman was named Trainer of the Year. In 2015, California Chrome was named Champion California-bred Older Male. 2016 saw the inauguration of the California Chrome Stakes, a 1+1⁄16 mile race with an introductory purse of \$150,000 for three-year-olds at Los Alamitos. The track created the race in recognition of the horse being stabled there as a home base since the beginning of 2014. At the end of the season, he became a repeat winner of the Eclipse Award for Horse of the Year, becoming the first horse since John Henry to win twice in non-consecutive years. He also was named Champion Older Dirt Male. In addition, he once again won the NTRA moment of the year, this time for his 2016 Dubai World Cup win, and also won the Secretariat Vox Popili award for the second time. ## Fans and publicity ### "Chromies" An enthusiastic fan base supporting California Chrome became visible at the Santa Anita Derby, when someone invited the horse's supporters to join the owners in the winner's circle and over 100 people crammed into the area, including one woman dressed entirely in metallic foil. Coburn told CNN of a supporter who had a jackass tattooed on his shoulder. An unofficial Twitter account for the horse, @CalChrome, was started by a 37-year-old fan from Florida, Shawn LaFata, had over 12,000 followers by Belmont week. The New York Times noted the enthusiasm of the fans, who used the hashtag \#Chromies on Twitter. LaFata believes the word "Chromies" first appeared on @CalChrome eight nights before the Kentucky Derby. The humble origins of the horse and the people around him played a role in his popularity, as did the horse's people-focused attitude. Supporters appeared to be further motivated by the continuing doubts raised by industry experts about California Chrome's ability. The horse had nationwide appeal, but California Chrome's core fan base was centered in the Central Valley of California; the Sacramento television market ranked sixth in the nation for television viewership on Preakness day, and third in the nation on Belmont day. Prior to the Belmont, singer–songwriter team Templeton Thompson and Sam Gay wrote and recorded a song titled "Bring it on Home, Chrome" and a rap video featuring an elementary school children was released on YouTube. Even after his Belmont loss, Harris Farms fielded many calls daily from fans wanting to visit the horse while he had a break from racing in June and July 2014. In contrast to his admirers, California Chrome's image was somewhat diminished by the criticism that followed Coburn's post-Belmont comments. Additional negative press occurred when Martin turned down an offer to bring California Chrome to parade in the paddock at Del Mar on the day of the Pacific Classic. NPR's Frank Deford had little patience with the horse's story exemplifying the American dream; DeFord felt that the horse's victories would have little impact on the popularity of horse racing, which he viewed as "a sport that is struggling against time and culture" due to the prevalence of other types of gambling and the reduced impact of horses in the daily lives of most people. Overall, the press the horse received was viewed as giving a needed boost to the sport. Jockey and sports analyst Gary Stevens noted prior to the Belmont, "I haven't heard Thoroughbred horse racing mentioned on CNN for a long time, and it was right at the top of the hour ... He's brought us mainstream again for the first time in a lot of years." Post-Belmont press analysis contended that California Chrome was the most popular Thoroughbred in America since Zenyatta. In December, when the horse was selected as the winner of the Secretariat Vox Populi Award, Coburn said, "We have always said Chrome is the 'People's Horse' and we are thrilled that the public feels the same way we do about him." In announcing the Moment of the Year, Keith Chamblin of NTRA stated, "the fans reminded us that nothing trumps an awesome performance by a legendary horse." When the horse won the 2016 Vox Populi award, Perry Martin said, "I'm proud to witness the love and devotion of Chrome's fans. They've always seen what I've seen in him." ### Marketing Prior to the 2014 Belmont Stakes, California Chrome's owners filed a patent application to trademark his name for use on athletic apparel, and hired two talent agencies to help with marketing and sponsorships. Following the "nasalgate" story, fans began to appear wearing human nasal strips or purple band-aids across their noses. Working with the intellectual property attorney who had brokered deals for Smarty Jones, California Chrome's owners gained an endorsement deal with GlaxoSmithKline, manufacturer of the human Breathe Right nasal strips. On Belmont day, GlaxoSmithKline gave away 50,000 of the strips at Belmont Park. Santa Anita, which simulcast the race, ran its own promotion, giving fans at that track purple nasal strips with the word "Chrome" on the front. On June 2, the Skechers shoe company announced a sponsorship deal where the company's logo appeared on assorted items worn by the horse and his handlers, the company used California Chrome's image in its marketing, and ran a half page ad featuring the horse in The Wall Street Journal at the end of June 2014. ## Statistics \*Odds not available ## Pedigree analysis California Chrome has been described as a throwback to horses with toughness and soundness. His sire, Lucky Pulpit, and his dam, Love the Chase, each had relatively undistinguished racing careers, but their ancestors were successful on the track, and some were well known for stamina over distance. Lucky Pulpit was sired by Pulpit, who is credited with 63 stakes winners and particularly known for his son Tapit. 1992 Belmont Stakes and Breeders' Cup Classic winner A. P. Indy is the sire of Pulpit, and in 2015, California Chrome became the all-time leading earner from the A. P. Indy sire line. The sire line of these stallions traces to Bold Ruler, considered one of the greatest North American sires of the 20th century, and ultimately to the Darley Arabian through Eclipse. A. P. Indy was by 1977 Triple Crown winner Seattle Slew, and is a grandson of Secretariat on his dam's side, bringing a second cross to Bold Ruler into the pedigree. Pulpit is a grandson of Mr. Prospector on his dam's side, a line believed to cross well with Seattle Slew's breeding. Pulpit's maternal granddam, Narrate, carries lines to Bold Ruler and to 1964 Kentucky Derby winner Northern Dancer. Lucky Pulpit's dam, Lucky Soph, is a half-sister to the dam of Unbridled's Song and also a granddaughter of Caro, who sired 1988 Kentucky Derby winner Winning Colors. Princequillo, who was noted for his stamina, appears several times in Lucky Pulpit's pedigree. Love the Chase comes from old and respected stock, and California Chrome was the fifth Kentucky Derby winner produced from this mare line. Her sire, Not for Love, was by Mr. Prospector and out of a daughter of Northern Dancer. Northern Dancer appears again on the distaff side of Love the Chase's pedigree. Her granddam, Chase the Dream, was sired by the 1968 Epsom Derby winner Sir Ivor. Vaguely Noble, winner of the 1968 Prix de l'Arc de Triomphe, is one of Chase the Dream's grandsires. She traces to Princequillo and to the UK-bred Ribot, viewed by some as the greatest racehorse of his generation. Love the Chase has two crosses to the mare Numbered Account, who produced several Grade I stakes winners and was the American Champion Two-Year-Old Filly in 1971. Numbered Account was a daughter of Buckpasser, who earned five Eclipse Awards between 1965 and 1967, and was inducted to the Horse Racing Hall of Fame in 1970. The Buckpasser line has been considered another good bloodline to crossbreed with descendants of Seattle Slew. Numbered Account was also a granddaughter of Swaps, and traces to La Troienne and War Admiral on both sides of her pedigree. Love the Chase's tail-female line is one of the oldest in North America. Through a mare named Selima, foaled in 1745, who was by the Godolphin Arabian and imported to the Province of Maryland between 1750 and 1752. The line probably traces to Thoroughbred family 21, which began with the Moonah Barb Mare, who was imported from Barbary to England in utero about 1700. California Chrome has relatively little inbreeding; he is 4 × 3 to Mr Prospector, meaning that this ancestor appears once in the third and once in the fourth generations of his pedigree. He is also 4 × 4 to Numbered Account and 4 × 5 to Northern Dancer. - California Chrome is inbred 4s × 3d to the stallion Mr Prospector, meaning that he appears fourth generation on the sire side of his pedigree and third generation on the dam side of his pedigree. California Chrome is also inbred 4d × 4d to Numbered Account, meaning he appears fourth generation twice on the dam side of the pedigree. ## See also - List of historical horses